Resources & Templates
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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 membership2. 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 Organization/Administration
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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 20242023-24
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 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
Member Categories 2023-24
Membership Benefits, Categories and Dues RequirementsGet 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 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 Strategy
TXCPA Pipeline Stakeholders Survey ReportStudent 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 WorksheetCPA2B Playbook and Resources
Meet the Firms Playbook and Resources
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NetForum Standard Operating Procedures
TXCPA Data Governance Policy
Individual Record UpdatesCreate 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 - 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
