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Section Strategic Planning Meeting Friday, July 9, 2010
Valuation, Forensic Accounting and Litigation Services
Section Strategic Planning Meeting
In attendance: Robin Lennon, Chair; Arlene, Ravalo-Jao; Paul, Dumm, Scott Steadman; Robert Baldree; Gary Colbert; Richard Dotson; Kristin DiMeo; David Isley; Kenton Thompson;
The meeting was brought to order at 9:00am by Robin Lennon.
Strategic Plan Updates:
Objective 1 – Arlene provided an update on the Web site. She has developed a new resource list for keeping the website updated.
The current list of volunteers was reviewed. Areas still requiring resources were discussed and suggestions were made to fill those gaps. The coordinator will update the task force contact information.
Discussion of how we get new content:
Objective 2 – Robin Lennon reiterated his statement that participants are reluctant to post.
Suggestions to increase activity include:
Objective 3 – This objective was eliminated
Motion was made by David Isley. Seconded by Paul Dumm. All members agreed, motion carried.
Objective 4 – Discussion regarding the copyright of editorial content submitted to FICPA for Florida CPA Today articles as needed.
Discuss was to continue promoting the need for articles in the Florida CPA Today.
Objective 1 – Hold the 2010 VFALS Conference.
Objective 2 – The committee decid3ed to seek additional positions on the relations with the Florida Bar Committee by section members. Arlene Ravola-Jao was made Objective Coordinator.
Objective 1 – No changes were made to objective 1; dates were updated.
Objective 1 – Develop Section Task Forces: No changes were made to Objective 1, dates were updated
Objective 2 – Review VFALS Leadership Succession Plan
At this time the floor was opened for proposals of any new goals/objectives for 2010-11. None were brought forward.
Staff has created an action items list for the committee based on the discussion during the committee meeting. This list will be maintained and added to as action items are discussed.
Meeting dates for 2010-11 were discussed. It was agreed that conference calls would be held monthly. Calls will begin in August and will be held on the 1st Tuesday of the month at 9:00am. Staff will send out meeting notices for all meetings.
Staff discussed CPE’s request for technical review of educational content Richard Dotson agreed to complete the technical review.
With there being no further business, meeting was adjourned at 2:30 pm
LAST UPDATED 7/9/2010