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  • Advocacy
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Resources & Templates

  • TXCPA Submission Forms

    1. Member Service Smartsheet Request Form Link - Use this form to submit requests to Member Service. Examples of the types of requests you would use the form to submit are:

         *Data updates that fall outside the data governance guidelines or that they need assistance making
         *Chapter membership or member type changes
         *Duplicate records that need to be merged
         *Deceased members
         *Individuals who need assistance joining or renewing their membership

    2. Technology Requests Smartsheet Link - Use this form to request updates to the website, email distributions, programming support for the website, support for NetForum issues, and support on other TXCPA technology platforms.

    3. Chapter Community Service Volunteer Metrics - Please complete and submit this form to include your activities in our reporting metrics and public relations efforts.

    4. Accounting Career Education Event Form - Please complete this form to share details and metrics from your activities so we can include your efforts in our statewide tracking and reporting.

  • Chapter Annual Action Plan

    Chapter Annual Action Plan Instructions

    Chapter Annual Action Plan Draft

    Chapter Annual Action Plan Sample
  • Chapter Organization/Administration

     

    Chapter Leader Responsibilities

    Roster - Chapter Coordinating Committee, Presidents, Presidents-elect

    Chapter Contacts

    Chapter Elected Members of TXCPA Board Chapter Procedures

  • Chapter Awards & Report

     

    Chapter Awards Policy & Report Form

    Chapter Year-End Reports 2001-2002 through 2011-2012  
    Chapter Year-End Reports 2012-2013 through 2021-2023

  • Chapter E-news & Tip Sheet

    2024-25
    December 2024
    November 2024
    October 2024
    September 2024
    August 2024
    July 2024
    June 2024

     

    2023-24
    May 2024
    April 2024
    March 2024
    February 2024
    January 2024
    December 2023
    November 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023


    2022-23
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022

    2021-22
    June 2021
    July 2021
    August 2021
    September 2021
    October 2021
    November 2021
    December 2021
    January 2022
    February 2022
    March 2022
    April 2022
    May 2022

    2020-21
    March 2021
    April 2021
    May 2021



  • Marketing & Communications

    Career Center Graphics

    Brand Guidelines

    Technology Requests Smartsheet Link

    TXCPA Exchange

    Exchange Quick Start Guide

    Database - Abila NetForum Fact Sheet

    Career Center Fact Sheet

    Hosted Website Fact Sheet

    Media Outreach Tips

    Social Media Tips

    Chapter Community Service Volunteer Metrics


  • Membership & Community

    Member Service Smartsheet Request Form Link

    TXCPA Student Application

    Member Categories 2023-24

    Membership Benefits, Categories and Dues Requirements

    Get Involved - Get the most from membership

    2024-25 Dues Billing Communications Timeline

    Welcome Email Templates for Chapters

    Event Email Templates for Chapters

    Sample 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. 

    Abilene

    Austin

    Brazos Valley

    Central Texas

    Corpus Christi

    Dallas

    East Texas

    El Paso

    Fort Worth

    Houston

    Panhandle

    Permian Basin

    Rio Grande Valley

    San Angelo

    San Antonio

    South Plains

    Southeast Texas

    Texarkana

    Victoria

    Wichita Falls

  • Directories & Governance

    TXCPA Quick Reference Contact List

    Leadership Directory

    Master Calendar

    Staff Directory

    Bylaws

    Leadership Council

    Board of Directors

    Volunteer Policies and Procedures Manual

    Statement Against Injustice and Commitment to Action

    Diversity Statement

  • Governmental Affairs

    Link - TXCPA PAC Donation Page

    Link - TXCPA PAC Donation QR Code

    PAC Donation Flyer

    Draft PAC email

    About CPA-PAC

    PAC Activities

    Member Involvement Guide

    Legislative Action Center

    TXCPA's Advocacy Network: Working Together Towards Legislative Success

    TXCPA Advocacy: How SB159 Became Law

  • Strategic Plan Resources

    TXCPA Strategic Plan One Pager

    TXCPA Strategic Plan Overview Report

    For Downloading:
    Chapter Strategic Plan Communication (Word .docx)

    Strategic Plan Slides for Chapters (PowerPoint)

  • Career Awareness & Event Playbooks

    Accounting Career Education Event Form
    Chapter Actions to Support CPA Pipeline Strategy
    TXCPA Pipeline Stakeholders Survey Report



    Student Presentations


    For College Presentations 

             

    + College Presentation - PowerPoint
    + College Career Handout
    + Resources for future CPAs
    + CPA Roadmap

    For High School Presentations 
    + High School Presentation - PowerPoint
    + High School Career Handout | Spanish Version
    + CPA Roadmap | Spanish Version

    For Junior High School Presentations 
    + Middle School Career Handout

    For Elementary School Presentations 
    + Elementary Word Search
    + Pet Ownership Worksheet

     

    CPA2B Playbook and Resources


    CPA2B playbook

    Flyer TXCPA CPA2B BootcampVirtual Event Checklist
    Insty TXCPA Jumpstart CPA2B BootcampSample Program Evaluation Questions
    FB TXCPA Jumpstart CPA2B BootcampCPA2B TX Social Save the Date Insty
    TXCPA Jumpstart CPA2B BootcampCopy for Promotional Emails and Follow Up



    Meet the Firms Playbook and Resources


    Meet the firms playbook

    Flyer TXCPA Meet the FirmsSample Program Evaluation Questions
    TXCPA Insty Meet the Firms Part of It MemberSample Panel Questions
    TXCPA Spread the Word Meet the Firms Ed HeaderFB TXCPA REG Meet the Firms
    TXCPA Meet the Firms What You Need To KnowRegister Today TXCPA Meet the Firms Head
    Insty Reg TXCPA Meet the FirmsMYK_ Header TXCPA Meet the Firms
    TXCPA Meet the Firms Be a Part of It HeaderFB TXCPA MYC Meet the Firms
    TXCPA FB Be a Part of It MemberInsty TXCPA MYC Meet the Firms

     

  • NetForum Standard Operating Procedures

    TXCPA Data Governance Policy

    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

    Adding Sponsors

    Month-end Reporting for Chapters

    Tagging Website Content

    CPE Event Reconciliation

     

  • Diversity & Inclusion Assessment
    Diversity & Inclusion Assessment Tool
  • Financial Literacy Presentations

    Money Management 101 for Adults

    Talking Points Script: Money Management 101 for Adults

     

    Money Management 101 for Students

    Talking Points Script: Money Management 101 for Students

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Join TXCPA today and be part of a powerful network advancing the accounting and finance profession in Texas.

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    • Free CPE for Members
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    • Be a Speaker
  • Advocacy
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    • Professional Standards
    • TXCPA PAC
    • Federal Tax Policy
    • Talent and Workforce Development
    • Peer Review
  • Business Resources
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    • Knowledge Hub
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