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 |