Resources & Templates
- Chapter Annual Action Plan
- Chapter Organization/Administration
- Chapter Awards & Report
- Chapter E-news & Tip Sheet
- Marketing & Communications
-
Membership & Community
Member Service Smartsheet Request Form Link
Membership Benefits, Categories and Dues RequirementsGet Involved - Get the most from membership
2023-24 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 MessageDIGITAL 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
- Governmental Affairs
-
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)
-
Career Awareness & Event Playbooks
Accounting Career Education Event FormStudent 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
+ CPA Roadmap
For Junior High School Presentations
+ Middle School Career Handout
For Elementary School Presentations
+ Elementary Word SearchCPA2B Playbook and Resources
Meet the Firms Playbook and Resources
- NetForum Standard Operating Procedures
- Diversity & Inclusion Assessment
-
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