Resources & Templates
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Fall 2023 Recruitment Campaign
Membership Fall 2023 Campaign - Details for Chapters
Chapter Fall 2023 Recruitment Email Call Scripts
The campaign runs Aug. 22 running through Oct. 30. Here are the campaign offer details:
- Join today for $199
- Only available to CPA and Accounting & Finance Professional non-members (not 2023-2024 canceled members)
- Available until Oct 30, 2023
- Discount code Fall2023 is required for activation
- Promotion of free CPE, a free ethics course, TXCPA Exchange, local chapter membership, TXCPA Career Center
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Accounting Opportunities Month Chapter Toolkit
Accounting Opportunities Month Chapter Toolkit
TXCPA’s Accounting Opportunities Month this November. Below is an outline of the resources included in the toolkit:
- Social Graphics
- Twitter, Facebook/LinkedIn and Instagram graphics
- One promoting an overview of Accounting Opportunities Month
- One promoting way members can get involved during Accounting Opportunities Month
- “I’m volunteering” graphic volunteers can post on their own personal social media accounts
- Sample social media posts for Facebook/LinkedIn, Twitter (under 180 characters) and Instagram
- Become a Volunteer Flyer (for TXCPA members)
- Request a CPA Classroom Visit Flyer (for educators)
- Volunteer Checklist to share with members preparing for a classroom visit
- Email copy promoting Accounting Opportunities Month to Educators
- Email copy promoting Accounting Opportunities Month to Members
- Newsletter blurb copy
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TXCPA Month of Service Toolkit
TXCPA Month of Service Chapter Toolkit
The toolkit includes:
- Social Graphics (6 total)
- Social Media Posts
- Email Header
- Month of Service Background Information, Timeline and Resources document
- Newsletter Blurbs
- Promo Email to Members
- Chapter Annual Action Plan
- Chapter Organization/Administration
- Chapter Awards & Report
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Chapter E-news & Tip Sheet
2023-24
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 20222021-22
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
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Membership & Community
Member Service Smartsheet Request Form Link
TXCPA Student Application
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
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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 Form
Chapter Actions to Support CPA Pipeline StrategyStudent 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
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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
