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 2021-2024
  

• Chapter E-news & Tip Sheet

  2024-25
  April 2025
  March 2025
  February 2025
  January 2025
  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 Bootcamp	Virtual Event Checklist
  Insty TXCPA Jumpstart CPA2B Bootcamp	Sample Program Evaluation Questions
  FB TXCPA Jumpstart CPA2B Bootcamp	CPA2B TX Social Save the Date Insty
  TXCPA Jumpstart CPA2B Bootcamp	Copy for Promotional Emails and Follow Up

  
  
  

  Meet the Firms Playbook and Resources

  ---

  Meet the firms playbook

  Flyer TXCPA Meet the Firms	Sample Program Evaluation Questions
  TXCPA Insty Meet the Firms Part of It Member	Sample Panel Questions
  TXCPA Spread the Word Meet the Firms Ed Header	FB TXCPA REG Meet the Firms
  TXCPA Meet the Firms What You Need To Know	Register Today TXCPA Meet the Firms Head
  Insty Reg TXCPA Meet the Firms	MYK_ Header TXCPA Meet the Firms
  TXCPA Meet the Firms Be a Part of It Header	FB TXCPA MYC Meet the Firms
  TXCPA FB Be a Part of It Member	Insty 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