Florida Industry Section Strategic Plan

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FY 2010-2011 

Florida Industry Section Mission Statement:To assist Section members developing their business acumen, improving their response to business challenges and becoming more technically proficient in business including accounting and tax matters related to Florida’s Industry by sharing valuable and timely information.

Goal & Objective Summary

Goal 1: Outreach and Membership
Task
Want to Help? Contact: sections@ficpa.org
Completion Goal

Conduct annual membership survey to assess member needs and expectations.

Ray Monteleone

November 30, 2010

Conduct membership drive in coordination with Presidential visits to large companies and chapters.

Ray Monteleone

Ongoing

Offer incentive for registrations to the CPAs in Industry Conference for Section members

Ray Monteleone

December 31, 2010

Task
Want to Help? Contact: sections@ficpa.org
Completion Goal

Prepare 15-minute presentation to promote the Section in various formats such as Chapter meetings, company visits, student groups, and CPAs in Industry Conference.

Ellen Joseph

November 30, 2010

Include promo items in relevant conference packets and to all Chapter presidents

Ellen Joseph

Ongoing

Secure and draw a prize winner from the new member sign-up cards at relevant conferences.

Ellen Joseph

Ongoing

Add members of the conference planning committee to the resource council.

Ellen Joseph

December 31, 2010

Task
Want to Help? Contact: sections@ficpa.org
Completion Goal

Coordinate scheduling non-CPE roundtables, student outreach, and/or podcasts in applicable chapters

Dan Levine and Bob Wright

December 31, 2010

Goal 2: To provide opportunities for member-to-member sharing of knowledge relating to Industry.
Action Item
Want to Help? Contact: sections@ficpa.org
Completion Goal

Conduct speciality forums for Section members. Ex: panel discussion re: government contracts

Anne-Marie Hicks

May 31, 2011

Enhance Listserv activity

Anne-Marie Hicks

Ongoing

Enhance e-newsletter content

Anne-Marie Hicks

Ongoing

Coordinate chapter presentations

Anne-Marie Hicks

Ongoing

Schedule and prepare webinars on relevant topics

Anne-Marie Hicks

May 31, 2011

Assist with CPAs in Industry Conference

Anne-Marie Hicks

Complete

Coordinate writing Florida CPA Today articles

Bill Spinelli

Various

Collaborate on development of Industry track in FABexpo and Annual Show

Bill Spinelli

Complete

Goal 3: To develop and nurture divisions of interest and additional areas of emphasis within the Florida Industry Section.
Task
Want to Help? Contact: sections@ficpa.org
Completion Goal

Nurture Construction Industry Division

Bob Marconi

May 31, 2011

Evaluate potential audiences for additional areas of emphasis such as defense contracting, health care, hospitality, and retail.

Bob Marconi

May 31, 2011

Goal 4: To clarify and analyze the current structure of the Section and establish definitions/roles and responsibilities.
Task
Want to Help? Contact: sections@ficpa.org
Completion Goal

Define and clarify roles and responsibilities of Section components (eg Resource Council, Division, Steering Committee, etc.)

Bill Spinelli

December 31, 2010