2012-2013 Executive Board Training April 23, 2012

National Association of
Black Accountants, Inc.
Presented By: Amanda Purefoy
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Executive Board Positions & Committees
Requirements of a Student Chapter
Membership Drives
The Southern Region Student Conference
RTP Professional Chapter & Student Chapters
Poole COM Organizations
SCREP Reporting
Publicity
2012-2013 Event Planning
Advisor Remarks
Questions
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Oversee meetings of executive board and chapter
Oversee all activities of the chapter
Ensure all duties are followed and executed
Serve as the liaison between the Chapter and the
designated Professional Chapter
Attend African-American Student Advisory Council
(AASAC) meetings
Develop contacts and relationships with companies and
organizations in order to be able to invite them to present
at meetings and host events
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Perform duties in absence of the President
Keep track of all activities in Chapter Reporting Notebook
(agendas, sign in sheets, brochures, etc.)
Make copies and send off quarterly chapter report before
deadline
Keep updated record of all executive members and
members contact information
Provide a listing of all officers and advisors to the RTP
Professional Chapter (including temporary and permanent
address, email address, and phone numbers)
Reconcile Chapter Membership with the National
Membership List
Oversee payment of chapter and national dues by
chapter members – work with Treasurer
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Email general body with notice of all
meetings/events at least 1-2 weeks in advance
Send reminder email a week before and the day of
meetings/events
Record minutes at every executive board meeting
and general body meeting and send out minutes to
the general body and record them in the minute
book
Handle any other correspondence within the Chapter
Send invitational letters at the beginning of each
semester
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Make sure campus is aware of all meetings and events
at least 2 weeks in advance
Work with Secretary for meeting/event information
Maintain bulletin board & put up fliers
Send email to MSA listserv of upcoming events
Send email to Terry Price in the Office of
Undergraduate Programs for upcoming events
Attend Poole Council monthly meetings and events
Handle all communication with accounting firms,
accounting organizations, companies, and other NC
State organizations: setting up meetings with
representatives, sending thank you cards, etc.
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Receive all money of the Chapter and promptly deposit it
into the Chapter account
Record and keep track of paid members and provide list
to the President – work with Vice President
Give/retain receipts of all monetary transactions
Reconcile accounts on a regular basis
Submit report of bank balance at every executive board
meeting or when requested
Supervise fundraising committee
Authorize disbursements for requisitions
Prepare quarterly/yearly financial statements and
submit a copy to Vice President before deadlines
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Current Committees:
 Service
 Fundraising
 Social
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Past Committees:
 Academic
Development
 Journalism
 Membership
 Webmaster
 Others???
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NABA Chapter Website
 Mr. Charles Canteen – Poole COM Webmaster
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Tables in Nelson or the Brickyard
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Reach out to Freshmen & Sophomores Early
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National & Chapter Dues
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Wolfpack Welcome Week Events
 Convocation
 Back to School Jam
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PROMOTE HEAVILY & ATTEND!!!
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Dates:
 September 27-29, 2012 – Atlanta, GA
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Prepare Early – Summer/Early August
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Communicate With RTP Chapter President
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Must Pay National Dues
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Benefits:
 Scholarships
 Networking
 Interviews for Internships/Full-Time Jobs
 Professional Development Workshops
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President – Stephen Lyons
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Joint Events
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Invite to Our Events
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Attend Their Events
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Communication
 Listing of Officers, Email Addresses, & Phone Numbers
 Send SCREP Report
 Send Calendar of Events
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North Carolina Central University
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Fayetteville State University
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North Carolina A&T State University
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(Not in RTP, but has a chapter and have worked with in the past)
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Accounting Society
Alpha Kappa Psi - Business Fraternity
Beta Alpha Psi – Accounting Fraternity
Economics Society
Institute of Management Accountants
Internal Audit Student Club
Personal Finance Club
Supply Chain and Operations Club
Student Chapter Reporting & Evaluation Program
Key Deliverables and Due Dates
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April 1
October 31
Beginning of the first reporting and evaluation period
Chapter reports are due for the first reporting period
(April 1 to September 30)
December 20 Feedback on first reporting and evaluation period to chapters
January 31 Chapter reports are due for the second reporting period
(October 1 to December 31)
March 25
Feedback on second reporting and evaluation period to
chapters
April 15
Chapter reports are due for the third reporting period
(January 1 to March 31)
May 15
Feedback on third reporting and evaluation period to chapters
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Bulletin Board
 Update Regularly
Fliers
 Email
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 Username: [email protected]
 New Password
Website
 Newspapers
 Advertising TV Boards
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 Ms. Anna Rzewnicki- Director of Communications
 Commons, Nelson 3400, Hallways
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Others???
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Calendar (Show Events from this year)
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Meetings
 Joint, RTP Professional, Our Own, Executive Board
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Office Visits
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Professional Development
 Resume Writing
 Mock Interviews
 Mentors
 Poole COM Career Services
▪ Dr. Janet Rakes & Mr. Brian Newton
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Fundraising, Social, & Service Events
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Current Contacts:
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Possible Contacts:
 Becker CPA Review
 NCACPA
 PwC
 Deloitte
 Ernst & Young
 KPMG
 Dixon Hughes Goodman
 PCAOB
 Johnson Lambert & Co.
 Wells Fargo
LLP
 AICPA
 IBM
 Credit Suisse
 Other Non-Accounting
Companies
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Dr. Gilroy Zuckerman
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April Sherman, CPA
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Felicia Atkinson
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Stephen Lyons – RTP Chapter President