Resources & Templates

• Chapter Annual Action Plan
  
  Chapter Annual Action Plan Instructions
  
  Chapter Annual Action Plan Draft
  
  Chapter Annual Action Plan Sample
• Chapter Organization/Administration

   

  Chapter Leader Reponsibilities

  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 E-news & Tip Sheet

  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

  Brand Guidelines

  Zoho Desk
  

  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
  
  Membership Benefits, Categories and Dues Requirements

  Get 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 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 Promotion plan

• Directories & Governance

  TXCPA Quick Reference Contact List
  

  Leadership Directory

  Master Calendar

  Staff Directory

  Bylaws

  Board of Directors

  Executive Board

  Volunteer Policies and Procedures Manual

  Statement Against Injustice and Commitment to Action

  Diversity Statement

• Governmental Affairs

   

  About CPA-PAC

  PAC Activities

  Member Involvement Guide

  Overview of Activities (2019) Powerpoint presentation
  

  
  Professional Ethics Committee Members by Chapter

• 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
  
  

  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  
  + CPA Roadmap 
  
  For Junior High School Presentations 
  + Middle School Career Handout 
  
  For Elementary School Presentations 
  + Elementary Word Search

   

  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
  

• 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