Resources & Templates
- Chapter Annual Action Plan
- Chapter Organization/Administration
- Chapter Awards & Report
- Chapter E-news and Tip Sheet
- Marketing & Communications
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Membership & Community
Get Involved - Get the most from membership
Membership Categories and Dues Requirements
2022-23 Dues Billing CalendarWelcome Email Templates for Chapters
Event Email Templates for Chapters
Promotion plan
Prospect Recruitment - CPA to CPA message
Prospect Recruitment - Chapter Message
DIGITAL MEMBERSHIP BROCHURES
Download and share these co-branded brochures as email attachments and on your chapter's website. Each file is a PDF formatted for digital use.
- Directories & Governance
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Governmental Affairs
Overview of Activities (2019) Powerpoint presentation
Professional Ethics Committee Members by Chapter -
Strategic Plan Resources
TXCPA Strategic Plan One Pager
TXCPA Strategic Plan Overview ReportFor Downloading:
Chapter Strategic Plan Communication (Word .docx)Strategic Plan Slides for Chapters (PowerPoint)
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Career Awareness & Event Playbooks
Accounting Career Education Event Form
Student Presentations
High School Presentation - IMAGES
College Presentation - IMAGES
High School Presentation - NOTES
College Presentation - NOTESCPA2B Playbook and Resources
Meet the Firms Playbook and Resources
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NetForum Standard Operating Procedures
Individual Record Updates
Tabs In An Individual Record
Create an Event
NetForum Data Event Field Definitions
Individual Registrations
Group Registrations
Cancelling Individual Registrations
Transferring Individual Registrations
Payment Application
Adding Chapter Committees
Adding a Confirmation Template