Want to save this page for later?

Chapters

2009 Strategic Plan

Core Purpose

To provide leadership and value to our members, the CPA profession and the public

Core Values

  • ¨Integrity and objectivity
  • ¨Commitment to the ethical and practice standards of our profession
  • ¨Member responsive and directed – resource to members
  • ¨Life-long learning – promotion of professional competence
  • ¨Sense of community and sharing of information with colleagues
  • ¨Recognition of our commitment to serve the public

Goals

1. Advocacy

To promote the professional interests of our members in conjunction with the interests of the CPA profession and the public

2. Professional Competency

To provide NYSSCPA members access to resources in order to realize their full potential as competent, educated, ethical, and trusted professionals

3. Public Trust

To maintain high professional standards and be a beacon of public trust

4. Recognition and Visibility

To promote the value and contribution of CPAs

5. Recruitment and Retention

To attract to and retain highly competent individuals in the profession and NYSSCPA

Objective & Strategies

1. Advocacy

To promote the professional interests of our members in conjunction with the interests of the CPA profession and the public 

1.1    To position NYSSCPA as a prominent and respected leader on national accounting, tax, and financial issues

1.1.1      To prepare comment letters on significant legislative, standards setting, and regulatory actions

1.1.2      To communicate with regulatory groups

1.1.3      To influence tax reform on the federal level

1.1.4     To advocate for the adoption of Regents Rules to facilitate inter-state practice by out-of-state CPAs, in conformity with parameters established for practice mobility in the recently amended accountancy law

1.1.5      To improve grassroots outreach to lawmakers through various campaigns

1.2   To position NYSSCPA as a prominent and respected leader on state accounting, tax, and financial issues

1.2.1  To advocate for the adoption of Regents Rules to describe “the use of professional skills and competencies of the licensed accountant” in accounting, tax, management advisory, and financial advisory services, and such term as used in the definition of practice of public accountancy in the recently amended accountancy law, and to implement the Regents’ regulatory oversight of the full range of professional services by CPAs

1.2.2  To advocate for the adoption of regulations by the Commissioner of Education to implement the  mandatory quality review program established by the recently amended accountancy law in relation to attest services by CPA firms, except for sole proprietorships and firms with two or fewer accounting professionals

1.2.3  To advocate for the  adoption of regulations by the Commissioner of Education  to implement the extension of continuing professional education requirements to all New York State licensed CPAs (i.e., CPAs in public practice, industry, government, and academia), as required by the recently amended accountancy law

1.2.4  To advocate for the adoption of regulations by the Commissioner of Education to implement the new statutory requirements for triennial registration of all CPA firms that perform attest and/or compilation services, and services incidental thereto

1.2.5   To advocate for the adoption of regulations by the Board of Regents to implement  the requirements of the recently amended accountancy law that all CPA firms that perform attest services for New York State governmental entities or other governmental entities performing a governmental or proprietary function for the State or any municipality thereof, or any firm that performs attest services required by New York State law, must undergo an external peer review in accordance with the government auditing standards of the Comptroller General of the United States

1.2.6  To advocate for an expansion of qualifying experience for CPA licensure to include the professional services within the expanded scope of practice of the CPA profession

1.2.7  To mobilize NYSSCPA members and serve as advocates for the Society and the CPA profession on important topics

1.2.8  To influence activities within the State capitol

1.2.9  To communicate with regulatory groups

1.2.10  To build relationships with legislators

1.2.11  To improve grassroots outreach to lawmakers through various campaigns

1.2.12  To influence tax reform at the state level

1.3  To increase the Society’s responsiveness to key financial and economic events

1.3.1   To prepare white papers and comment letters on significant issues

1.3.2   To focus The CPA Journal on significant issues

1.3.3   To hold conferences on significant issues

1.3.4   To position the Society as a thought-leader on relevant issues

2. Professional Competency

To provide NYSSCPA members access to resources in order to realize their full potential as competent, educated, ethical, and trusted professionals

2.1   To position FAE as the premier professional education resource for CPAs or accounting professionals in New York State

2.1.1   To provide high quality educational opportunities for all Society members and other related financial professionals

 

2.1.1.1  To continue to provide traditional seminars, conferences, and other group study sessions while beginning to expand in-firm, “online,” and other “distance learning” forms of delivery

2.1.1.2  To continue to develop significant seminar content to avoid reliance on more costly vendor-created programming

2.1.1.3  To improve the efficiency and technological capabilities of production and operations equipment and procedures in order to improve the quality and speed of producing Society and FAE materials

2.1.2  To cover all emerging professional topics, as well as updates and reviews of existing technical subjects

2.1.2.1 To match programs (i.e., conferences and seminars) to emerging developments to keep CPAs aware and technically competent to provide the highest levels of professional service regardless of the type of their practice or employment (i.e., public accounting, corporate industry, government or education)

2.1.2.2   To target programs toward various levels of knowledge to provide the most valuable educational experience

2.1.3   To call upon improved information management system technology in order to maximize the effectiveness of program promotion to Society members and other education customers

2.1.3.1  To fully utilize Web 2.0 technology and programs such as MS Live Meeting 2007 with 360-degree video in order to increase the efficiency of networking people and information together

2.1.3.2  To increase efficiency and streamline costs by better targeting Society members’ interests and educational needs

2.2   To provide a forum for intellectual exchange through all statewide committees where CPAs can learn from one another

2.2.1  To maintain an accounting and auditing division with statewide committees that provide conferences, journal articles, and regulatory comments, and hold thought-expanding discussions

2.2.2   To maintain a consulting services division with statewide committees that provide conferences, journal articles, and regulatory comments, and hold thought-expanding discussions

2.2.3   To maintain an industry division with statewide committees that provide conferences, journal articles, and regulatory comments, and hold thought-expanding discussions

2.2.4  To maintain a practice management division with statewide committees that provide conferences, journal articles, and regulatory comments, and hold thought-expanding discussions

2.2.5   To maintain a public sector division with statewide committees that provide conferences, journal articles, and regulatory comments, and hold thought-expanding discussions

2.2.6  To maintain a tax division with statewide committees that provide conferences, journal articles, and regulatory comments, and hold thought-expanding discussions

2.2.7    To maintain an operations division with statewide committees that provide conferences, journal articles, and regulatory comments, and hold thought-expanding discussions

2.2.8   To empower statewide committee collaboration by actively utilizing Web 2.0 and technology such as MS Live Meeting 2007 with 360-degree video in order to increase the efficiency of networking people and information together

2.2.9   To expand certain statewide committees where there exists a need and demand as driven by Society members and current market conditions

2.2.10  To create new statewide committees where there exists a need and demand as driven by Society members and current market conditions

 2.3   To maintain a community where CPAs can meet to network and learn from each other

2.3.1  To maintain the Adirondack Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.2   To maintain the Buffalo Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.3   To maintain the Manhattan/Bronx Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.4  To maintain the Mid Hudson Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.5   To maintain the Nassau Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.6   To maintain the Northeast Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.7   To maintain the Queens/Brooklyn Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.8   To maintain the Staten Island Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.9   To maintain the Rochester Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.10  To maintain the Rockland Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.11  To maintain the Southern Tier Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.12   To maintain the Suffolk Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.13   To maintain the Syracuse Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.14  To maintain the Utica Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.15   To maintain the Westchester Chapter where Society members can hold chapter committee meetings/conferences and social events, reach out to high school and college students, and provide CPE

2.3.16  To empower chapter collaboration by actively utilizing Web 2.0 technology including MS Live Meeting 2007 with 360-degree video in order to increase the efficiency of networking people and information together

2.4  To maintain The CPA Journal as a thought leader on a national level

 2.4.1  To further the education and professional competence of CPAs in all areas of practice relevant to the CPA profession

2.4.1.1 To publish manuscripts from practitioners and academics on topics of interest, including technical issues, policy analysis, and informed commentary

2.4.1.2  To publish interviews with regulators, legislators, and other high-profile individuals who have significant influence on matters related to the CPA profession

2.4.2   To serve as a link among academics, practitioners, and regulators for the national and global accounting community

2.4.2.1  To provide a balance of theory and application

2.4.2.2  To present and highlight The CPA Journal at various academic and professional conferences

2.4.2.3   To work with NYSSCPA statewide committee members and other professionals to develop topics for publication in The CPA Journal

2.5  To provide other value-added services in the area of professional competency that are not readily covered by FAE, statewide committees, chapters, and The CPA Journal

2.5.1   To provide resource pages on the NYSSCPA website targeted to emerging topics

2.5.2   To provide “FYI Updates” and CPAs in Industry Newsletter

2.5.3   To provide technical assistance through hotlines, networking, and informational services

2.5.4   To provide resources to Society members that reflect the changing economic, social, regulatory, and political environment in relation to the CPA profession

2.5.5   To improve awareness of the legal issues affecting CPAs

3. Public Trust

To maintain high professional standards and be a beacon of public trust

3.1   To operate and enhance an ethics program to protect the public and maintain public confidence in the CPA profession

3.1.1   To continually develop and promote high ethical standards for Society members, as set forth in the Society’s Code of Professional Conduct

3.1.2   To operate a fair and effective ethics enforcement program to investigate complaints of unprofessional conduct and to, when necessary, discipline Society members who fail to comply with the Code of Professional Conduct and professional standards

3.1.3   To educate and provide guidance to Society members on ethical conduct and professional competence

3.2   To upgrade and maintain a peer review program to help ensure assurance service quality to protect the public

3.2.1  To operate and implement a fair and effective peer review program in New York State, as established by the Peer Review Board of the American Institute of Certified Public Accountants, evaluate the results of peer reviews conducted on program members in New York State (AICPA), determine the need for follow-up remedial or corrective actions, if any, and monitor such follow-up actions

3.2.2   To expand peer reviewer workshops designed to increase the skill level of reviewers

3.2.3   To provide additional communication materials and a FAE-developed course on the new peer review standards that go into effect January 2009

3.2.4   To continue to raise the bar on the AICPA requirements for verifying peer reviewer experience and education

3.3   To maintain a communications outreach program

3.3.1  To address issues affecting the CPA profession and the public interest monthly in the Publisher’s Column and the Editor-in-Chief’s Editorial of The CPA Journal

3.3.2   To serve as a venue for CPAs to voice their opinions in the Letters to the Editor section of The CPA Journal and The Trusted Professional

3.3.3  To respond to current and emerging issues that impact the CPA as trusted advisor

3.4   To continuously improve the governance of the Society to maintain its role as a model professional society and a deserving repository for the trust of the CPA profession and the public

3.4.1   To improve the ability of the Board to govern the Society

3.4.2   To maintain and enforce Society’s Board-approved policy structure

3.4.3   To maintain an appropriate Board/Staff balance

3.4.4  To assess and (where appropriate) insure against risks affecting the Society

3.4.5  To develop improved governance skills among the Society’s broader leadership

 4. Recognition and Visibility

To promote the value and contribution of CPAs

4.1   To build an awareness of the role of CPAs for various constituencies

4.1.1   To prepare collateral materials highlighting CPAs and their educational credentials, ethical standards, and career opportunities

4.1.2   To focus The CPA Journal on the role of CPAs

4.1.3   To conduct conferences highlighting the role of CPAs

4.1.4   To foster relations between CPAs and other professionals

4.1.5   To create a campaign highlighting the elements of a quality audit

4.2  To promote the image of CPAs with the public-at-large

4.2.1   To connect the Society membership to the media

4.2.2  To establish CPAs with a pro bono presence in the larger community

4.2.3   To establish CPAs as resources on financial topics

4.2.4   To develop and air public service announcements

4.3   To increase the Society’s visibility and credibility with the media

4.3.1  To build relationships with journalists

4.3.2   To conduct editorial board meetings

4.3.3   To connect the Society membership to business and civic groups

4.3.4   To respond to press issues that reference the CPA profession

4.3.5   To draft columns espousing the Society’s position on issues that impact the CPA profession as a whole

4.3.6  To develop media opportunities to coincide with legislative initiatives

4.3.7  To provide CPAs to interpret and comment on financial issues for the press and other interested parties

4.3.8  To develop op-eds on emerging and current topics

4.4  To maintain The Trusted Professional as the public, unified voice of all New York State CPAs

4.4.1   To provide a forum for the leadership to present its issues and activities to the Society membership and other subscribers

4.4.2   To provide a forum for committees and chapters to present their issues and activities

4.4.3   To keep the Society members and other subscribers informed about legislative and regulatory issues that impact the CPA license

4.4.4   To articulate positions to legislators, regulators, and other targeted publics

4.5  To maintain The CPA Journal as a prestigious and respected professional journal

4.5.1   To provide a vehicle for more Society members to be recognized as thought leaders

4.5.2   To provide a forum to engage prominent names in the CPA profession and its relevant audiences

4.5.3   To provide the public with both sides of controversial issues

4.5.4    To present forums for dialogue both within the pages and at professionally focused special events

4.5.5  To expand The CPA Journal’s recognition beyond New York State

4.6  To make the NYSSCPA website the most valued source for local, state, national, and international news affecting the CPA profession

4.6.1  To enhance and maintain web technologies, especially with respect to delivery of printed materials online and providing the ability to allow the Society membership to interact with each other and staff on the issues of the CPA profession

4.6.2   To increase the visibility of New York CPAs’ contributions beyond the borders of New York State

4.6.3  To be an interactive information source for all CPAs 24 hours a day

4.7  To prepare comment letters on significant legislative, standards setting, and regulatory actions

4.7.1  To use these positions as opportunities for publicity and exposure for the CPA profession and the Society’s viewpoint

4.7.2   To establish the Society as a respected thought leader

5. Recruitment and Retention

To attract to and retain highly competent individuals in the profession and NYSSCPA

5.1   To attract and encourage every CPA, CPA candidate, and CPA firm employee to become a Society member

5.1.1   To partner with CPA firms and organize in-office information sessions to educate CPAs, CPA candidates, and CPA firm employees about Society membership benefits

5.1.2  To organize Society membership information sessions at corporations, government entities, and non-profit organizations

5.1.3   To contact all recently New York State licensed CPAs

5.1.4   To systematically contact every non-member CPA and eligible potential Society member who registered for FAE programs

5.1.5  To reach out to non-members by highlighting the advantages of Society membership

5.1.6   To develop a 100% CPA firm membership program to encourage total participation of CPA firm employees

5.1.7  To develop resources and programs to help CPA firms guide their employees who are CPA candidates to complete the CPA certification process

5.1.8  To partner with statewide committee and chapter leadership on various recruitment efforts for Society membership

5.2  To reach out to college students to encourage them to pursue accounting as a profession

5.2.1   To form liaisons with accounting clubs at various accredited universities in New York State

5.2.2   To have an NYSSCPA ambassador at the accounting department of every New York State accredited university

5.2.3   To award a scholarship for every accredited university program in New York State

5.2.4   To establish in each chapter an educational committee to organize events for college students and CPA candidates

5.2.5  To represent the CPA profession and the Society at college career fairs

5.3  To reach out to high school students to encourage them to pursue accounting as a profession

5.3.1  To expand and maintain the One-to-One Program to encourage CPAs to speak at high school career days

5.3.2   To maintain and promote the NYSSCPA High School Accounting Club

5.3.3   To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Buffalo Chapter

5.3.4   To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Manhattan/Bronx Chapter

5.3.5   To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Mid Husdon Chapter

5.3.6  To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Nassau and Suffolk Chapter

5.3.7  To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Northeast Chapter

5.3.8  To maintain successful and vibrant Career Opportunities in the Accounting Profession programs in the Queens and Brooklyn Chapter

5.3.9   To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Rochester Chapter

5.3.10  To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Syracuse Chapter

5.3.11  To maintain a successful and vibrant Career Opportunities in the Accounting Profession program in the Westchester Chapter

5.3.12  To establish a Career Opportunities in the Accounting Profession program in the Adirondack Chapter

5.3.13   To establish a Career Opportunities in the Accounting Profession program in the Rockland Chapter

5.3.14  To establish a Career Opportunities in the Accounting Profession program in the Southern Tier Chapter

5.3.15  To establish a Career Opportunities in the Accounting Profession program in the Staten Island Chapter

5.3.16  To establish a Career Opportunities in the Accounting Profession program in the Utica Chapter

5.4  To actively engage Society members, non-members, and the CPA profession on behalf of the Society’s chapters

5.4.1  To reach out to new Society members and invite them to participate in events sponsored by their chapter

5.4.2  To continually highlight chapter events and place Society membership advertisements in The Trusted Professional and on the Society website

5.4.3  To create a Society membership campaign to highlight chapter activities to non-members

5.4.4   To provide CPE sessions at chapter events

5.4.5  To invite all new Society members to chapter events at no charg

5.4.6   To empower chapter recruitment and retention efforts by actively utilizing interactive Web 2.0 technology and MS Live Meeting 2007 with 360-degree video in order to connect Society members and non-members to each other while also providing increased visibility to the larger community

5.5  To increase the recruiting effort for the Society’s statewide committees

5.5.1  To reach out to new Society members and invite them to join certain committees in which they have indicated an interest during the registration process

5.5.2  To continually highlight committee events and place Society membership advertisements in The Trusted Professional and on the Society website

5.5.3  To hold and promote annual statewide committee open houses

5.5.4  To create a Society membership campaign to highlight committee activities to non-members

5.5.5  To provide CPE sessions at committee meetings

5.5.6  To empower statewide committee recruitment and retention efforts by actively utilizing interactive Web 2.0 technology and MS Live Meeting 2007 with 360-degree video in order to connect Society members and non-members to each other while also providing increased visibility to the larger community

5.6  To increase the diversity level of the Society membership

5.6.1  To partner with ALPFA (Association of Latino Professionals in Finance and Accounting)

5.6.2  To partner with ASCEND, the Pan-Asian Leaders in Finance and Accounting

5.6.3  To partner with NABA (National Association of Black Accountants, Inc.)

5.6.4  To partner with other organizations as appropriate

5.7   To offer Society membership benefits that will enable CPAs to be more efficient and effective

5.7.1  To offer liability insurance to Society members

5.7.2  To offer dental and life insurance benefits to Society members

5.7.3   To offer discounts on tools to help Society members do their job better

5.7.4   To offer credit card services to Society members

5.7.5   To facilitate employment services to help find qualified employees

5.8  To upgrade and maintain an efficient and effective association management system to match the needs of the Society’s stakeholders and customers

5.8.1   To secure a cost-effective and state-of-the-art association management system

5.8.2   To establish a procedure to ensure the accuracy and completeness of all data in the association management system

5.8.3   To ensure that the Society’s association management system adapts to .Net technology in order to facilitate important social and professional networking

5.9  To continually market all the Society’s products and services as stated in the “Professional Competency” and “Recognition & Visibility” goals to existing and potential Society members in order to increase Society membership recognition and value

5.9.1  To create marketing campaigns using social interactive media as well as traditional media

5.9.2  To continually survey Society members of various segments to better understand their needs and wants