The fiscal year of the Society and the chapters begins on June 1 of one year and ends on May 31 of the following year. However, the work of a newly elected chapter president and his or her administration may be considered as beginning on the day he or she is elected, and as ending during the month of June following the close of his or her fiscal year in office. The optimum chronology may be illustrated with the following sample calendar of a typical chapter year.
January
Mailing: Sent to chapter members, soliciting request for appointment
to Chapter committees for the following fiscal year.
February
Meeting: Election of a Nominating Committee in accordance
with Article V1 of the bylaws (two months before scheduling the April annual
meeting). Meeting could include a guest speaker on a significant topic.
March
Mailing/e-mail: Nominating Committee’s list of nominations
for officers and chapter board members to be elected at the annual meeting in
April. The nominations should be mailed to all members by the secretary, in
accordance with Article VI of the bylaws.
Town Hall Meeting: Confirm date with NYSSCPA staff for the
Chapter Town Hall meeting to be held in the fall.
Organizational Meeting: Confirm date with NYSSCPA staff for
Organizational meeting to be held in May or June.
April
Meeting: Election of officers and chapter board members for
the fiscal year beginning June 1, in accordance with Article VI of the bylaws.
Invite guest speaker.
Appointments: President-elect appoints members of committees,
holds preliminary meetings with officers-elect, chapter board, and committees,
and plans chapter activities and meetings for the coming year.
Secretary: List of chapter officers, Executive Board members,
and chapter committee chairpersons submitted to the Society.
May
(Fiscal year-end)
Chapter Executive Board organizational meeting: Programs of
proposed activities for the current fiscal year are submitted by various committees
to reaffirm CPE commitments made the previous fall. Committees should present
any additional and insure all events are included in the budget.
Annual Election: Meeting and dinner.
Dinner meeting: Invite faculty members and senior class honor
students in accounting from the local universities and local colleges as guests
of the chapter. Features may include a presentation of chapter achievement awards
and certificates to students; presentation of NYSSCPA Scholarship winners or
new NYSSCPA members may be given their membership certificate. Guest speaker
on the future of the profession may be included.
June
(New Fiscal year begins)
Reports: Filed no later than June 15th as follows:
- President’s report of the chapter’s activities during the preceding
fiscal year—filed with the Board of Directors of the Society and the
Director of Member Relations.
- Annual Report by each committee of the chapter to the Chapter Executive
Board—filed with the chapter secretary.
July
August /September
EMail printed calendar to all chapter members setting forth
the chapter meetings planned for the year, including the date, subject, speaker,
and location. In addition, an appropriate reminder notice should be emailed
to each member shortly before each meeting.
Governance Forum – Society leadership convenes to discuss
governance and other topics. The President Elect Workshop
October
Town Hall Meetings
November
Awards: Begin discussing candidates for Society awards.
Begin discussing choice of Chapter Directors (where applicable).
December
Budget: Submitted to Society office.
Awards: Submit names of candidates for Chapter Director (where
applicable).
Submit applications for Society awards.