Resources & Templates
- Winter 2023 Recruitment Campaign
- Chapter Annual Action Plan
- Chapter Organization/Administration
- Chapter Awards & Report
- Chapter E-news and Tip Sheet
- Marketing & Communications
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Membership & Community
Member Service Smartsheet Request Form Link
Membership Benefits, Categories and Dues RequirementsGet Involved - Get the most from membership
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
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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 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
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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