South Carolina CPAs
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SCACPA Happenings

 

WEEK NOV. 27 - DEC. 1

Operations: The entire SCACPA team has been gearing up for our big A&A conference on Dec. 7 and Dec. 8, 2017.  We have also been busy making sure that all our members are aware of upcoming CPE and any important deadlines.  
Executive: Our CEO, Chris has been reworking some video presentations on the New All-Inclusive Membership Model. These videos have been split up into “chapters” and will be released one at a time to ensure a logical and clear communication of any and all changes coming your way.
VP of Membership and Communications, Lisa, has been very busy putting the finishing touches on our CPA Report. This publication will have a list of SCACPA board members for 2017-18, a peer review program update, an article on Moore Beauston Woodham, a review of our 2017 scholarship recipients and a welcome to the state’s newest CPAs. This CPA report will be coming soon! 
CPE: This team has been hard at work during our busiest season. In addition to helping plan future events, CPE must also keep up with reconciliation for past events and making sure that present events are running smoothly. They also compile evaluations for all classes and instructors.
Communications and Technology Assistant, Jeff, has been working on chapters two and three of our video on the New All-Inclusive Membership Model.
Content Strategist, Greg Hardy, is being trained on all our processes and is doing some wonderful work for us. He is currently learning how our Knowledge Networks work. He is also putting together an article on all the changes being proposed in the new tax bill and what that means for our community.
Membership and Communications have been meeting with Lisa to ensure that all articles promoting CPE are accurate and clear. These teams have also been helping proof the CPA Report and assisting all members that may have questions on their scheduled CPE before the end of the year.

 

WEEK NOV. 20 - NOV. 24

We hope everyone had a wonderful Thanksgiving with their loved ones! It was a short week for us as our office was closed Thursday and Friday so we could spend time celebrating.  
Jeff,  our Communications and Technology Assistant, has been working closely with our marketing team to create and upload new videos on the All-Inclusive Membership Model. Chapter one is complete and on our Facebook page. More chapters will be coming your way shortly.  
Anne, in Business Development, distributed our first SCACPA Firm Guide for Students to all Campus Champions and all firms that submitted a listing! Our hope is this will be a valuable resource for students (and their advisors) when looking for an Accounting career and internship opportunities in SC.
Educators and students who would like copies of this guide can contact Anne Ryan at aryan@scacpa.org with your mailing address and number of copies needed. 
Membership: This team has been working hard to promote the CPE offerings for the rest of the year. We want to make sure all our members have the hours they need to renew their license. This information will be spread across multiple media channels such as mailings, email and social media. 

Communications: Our marketing and communication partner Splash Omnimedia was onsite to review all messaging. This included a December CPE postcard, the Accounting and Auditing Conference Brochure and continued work on adding a page to our website explaining the All-Inclusive Membership Model. 

 

WEEK NOV. 13-17

Operations: Last week we pulled off the best Fall CPA Summit yet. This tremendous event took team work, organization, determination, focus and so much more. Our team is proud that we could put on an event of such high caliber for our members.
During the Summit, 12 students were recognized for receiving different scholarships offered by SCACPA, and 17 New CPAs took their new CPA Oath. We are so proud and happy for all of them.   
 Executive: Our CEO, Chris, was even busier than usual. He prepared for Summit and had a Speaker Training Series here at the office. This program ran from Nov. 13-15 and was meant to train future instructors of our CPE classes to be effective and engaging. A special thank you to all the participants and leaders.
Our CFO, Jacque, had a conference call with our partner CPACharge regarding credit card processing services. 
Membership: Membership and CPE worked very closely this week to make sure the Summit ran smoothly. We divided up responsibilities and preparation. This included creating and printing signage, name badges, schedules, programs, speaker packets and registration packets. The facility had to be ready and set up for the number of attendees, catering was set up, and we gathered all sorts of goodies and giveaways for the membership booth. All vendors on site were checked in and had a wonderful time meeting our members.

 


 

WEEK NOV. 6-10

Operations: It has been all hands on deck this week! Everyone on our team is pulling together to ensure that our biggest conference of the year, The Fall CPA Summit, is ready to roll. This is a huge two-day conference that includes multiple sessions, a new CPA oath ceremony, and a luncheon to recognize SCACPA scholarship recipients.
We are excited to see everyone in attendance!
Our CFO, Jacque, and our VP of Membership and Communications, Lisa, interviewed potential new employees for our office.  
Executive: Jacque also met with database and website vendors regarding the All-Inclusive Membership Model.
CEO of SCACPA, Chris, has been busy preparing for the Fall CPA Summit as well as preparing one of our new programs--SCACPA Speaker Training. This exclusive new course pulls in future instructors for CPE classes, and teaches them how to be effective speakers! There will be more about how this program went in next weeks happenings. 
Communications and Technology Assistant, Jeff, has been reshooting and editing some more videos that will clearly and concisely explain our All-Inclusive New Membership Model. 
Promoting the profession: CFO of SCACPA, Jacque had a call with the AICPA regarding the Accounting Pilot Bridge Program

 


 

WEEK OCT. 30- NOV. 3

Operations: Several perspective employees were interviewed at our office in Cayce.
 Minutes for four different committee meetings and the board meeting were finalized by our CFO, Jacque. The committees that met were the Diversity and Inclusion Committee, Tax Committee, Education Fund, and Benefits Committee. The remaining meetings for the Diversity and Inclusion Committee were set up for the rest of the year.
 She finished up chapter invoices for September events.
 Jacque is also working on updating the Legislator Tax Guide.  
Executive: Our CEO, Chris, met with Carlos Phillips CEO of the Greenville Chamber of commerce to discuss SCACPA’s new All-Inclusive Business Membership Model. Other topics discussed included the need to tell the CPA story, methods to get CPAs in front of business owners, and a request for facility information.
Pee Dee chapter leaders met with Chris on Friday and are hard at work planning new and interesting Social Events. SCACPA leadership recognizes their commitment to change and applauds the efforts to make the local community stronger.  
Lisa McGee and Chris met with our website development partner to review progress on SCACPAs new ecommerce solution. Our goal with this solution is to maintain the familiar look and feel of the site while creating an easier path to find news and education. 
CPE: Our Professional Education Coordinator, Renee is hard at work setting up the remaining conferences for the year, as well as making sure all our CPE offerings are set up with materials, speakers, facilities, etc.
Chris had an initial discussion about ways SCACPA and NCACPA might collaborate on CPE in the future. SCACPA is testing new methods of CPE delivery with NCACPA this year and may look to expand these offering next year.
Communications and Technology Assistant, Jeff,  put the finishing touches on the student firm guide, monitored live stream events and has been working on graphics and signage for the upcoming conferences.
Anne, in Business Development added two new Members Exclusive Benefits! For more information on how to get your promo codes, click here. All About Gifts and Baskets is giving SCACPA members 10% off their purchase. Colonial Life Arena is offering members up to 7 dollars off tickets for the Harlem Globetrotters in January and the Monster Jam in February. 
Membership: We had 13 new members join us in the past two weeks! This team is also gearing up for our upcoming conferences to have a membership table set up at each of them. 

Communications: Our marketing and communication partner Splash Omnimedia was onsite Thursday working with SCACPA staff to build a communication plan for the All-Inclusive Membership Model. Our shared goal is that every member is aware of this exciting evolution and can prepare for the transition. 
Promoting the Profession: Our CFO, Jacque, talked to the AICPA regarding the Student Pilot Program and data exchange. 
Guests: Dixon Hughes Goodman, LLP had a meeting in the conference room last Friday. 


WEEK OCT. 23-27

Operations: The Benefits Committee met on Thursday. There was also a conference call on the same day for the Jump$tart Board meeting.
Financial statements for the month of September were finalized. 
Executive: Our CFO, Jacque, attended the SC Finance Forum here in Columbia.
Board Members Cheryl, Clarence, Penny, Chuck and Chris attended the AICPA Leadership summit and Fall Council Meeting. The meeting covered several issues relating to the future of the accounting profession and general updates from the AICPA.
Our CEO, Chris, visited the Georgia Society of CPAs as a guest speaker at the GSCPA Board Retreat, the discussion revolved around the All-Inclusive business model.
The week concluded with a SCACPA Board meeting where the board reviewed feedback regarding the PIUs and All-inclusive business model.
CPE: Many members are finishing up their required hours for the year with our CPE! There were 39 CPE offerings in 4 locations across the state and online, totaling 419 people.
Communications and Technology Assistant, Jeff, made sure that all livestreamed classes we offered ran smoothly. He also worked diligently to improve brochure designs and finish our student firm guide publication. 
Membership: This team had a hand in everything this week. Multiple classes were offered at our office location in Cayce, so they took the time to talk with members and make sure they had everything they need for classes. There was also weekly editing and proofing of all communications that are sent to members. This includes, postcards, brochures, website articles, emails, and much more.
Guests: Our wonderful CLI class had their graduation and reception on Friday. We are so proud of the class and our five graduates of this intensive program. The CPA community is getting some very strong leaders!
 


WEEK OCT. 16-22

Operations: SCACPA’s Tax Committee met with the IRS and SCDOR. The Ed fund Trustees also met this week. 
Our Bookkeeper, Melissa, has been working with our CFO, Jacque, to cost all the September events we offered to prepare for financials.
The NABA (National Association of Black Accountants) High School members had an event to promote the profession and two of our members were presenters. 
Executive: Our CEO, Chris Jenkins, and Membership and Communications Manager, Lisa, were in Chicago where they worked to complete our new website and ecommerce system. The new system will create a new online CPE experience, enable users to find information quickly, and is 100% mobile enabled.
CPE: 43 classes were offered, and 199 people attended (including online) in 4 cities. 
Communications and Technology Assistant, Jeff, has been busy helping us transition to our new phone and internet system. He also helped set up two new computers for our CPE staff.
Membership: This week we have added four new members. We also researched possible new facilities for CPE classes next year and worked closely with marketing to ensure all newsletters and communications were sent out. This involves proofing and editing all types of communications we send to our members.
Guests: Moore Beauston & Woodham had a meeting in the conference room. 


WEEK OCT. 9-13 

Operations: There was a new Telephone and Internet system installed. August financials were prepared by our CFO, Jacque. 
The SCACPA team went to our local Harvest Hope Food Bank for the CPA Month of Service. We helped package food and water that will be distributed to the community. This was a wonderful experience, and we enjoyed volunteering with such an awesome organization.
Executive: CEO Chris Jenkins met with the SC Steering Committee hosted by EY in Greenville.  They discussed legislative priorities, federal and state tax updates.
There was a conference call with the AICPA about the student pipeline. 
Chris and the Membership Manager, Lisa, met with Peter Brews (Dean, Darla Moore School of Business) and Mark Cecchini (Chair, School of Accounting) to talk about how the University of South Carolina School of Business is preparing students for jobs of the future.
 
CPE: This week the CPE Team continues to plan logistics (hotel reservations for speakers, retaining caterers, menu selections, uploading e-materials) for our upcoming webinars, seminars and conferences.
 
Communications and Technology Assistant, Jeff, is editing a video highlighting and explaining our New Membership Model. He has also helped monitor our livestreaming events. 
Communications: This team gathered materials to distribute about our New Membership Model including, brochures, video and updates to our website. 
They are also working on an article about the USC School of Business meeting and how they are adapting for the future of the accounting profession.
Guests: The Diversity and Inclusion Committee had a meeting in the office. 

WEEK SEPT. 25-29  

Operations: Accounting system conversion began.

Professional Issues Updates: CEO Chris Jenkins and various staff members visited five locations across the state. We experienced record breaking turnout in some locations – Hilton Head (62 attendees), Charleston (217 attendees), Myrtle Beach (103 attendees), Florence (58 attendees) and Columbia (170 attendees).

CPE: SCACPA had 887 course participants attend 11 webinars, 5 Professional Issues Updates and 5 seminars. 

The CPE Team continues to plan logistics (hotel reservations for speakers, retaining caterers, menu selections, uploading e-materials) for our upcoming webinars, seminars and conferences.
Membership: Ten new members joined our CPA community!
The CPE Season is now in full swing – 278 people registered for events this week – many with the assistance of a SCACPA team member.

Guest(s): Schmoyer & Company booked the SCACPA classroom on Sept. 29.  It was great to have this firm on site and meet many of our members.


WEEK SEPT. 18-22 

CPE: SCACPA had 942 people taking seminars, webinars and conferences this week! We offered 52 courses in five SC cities and online. The CPE Team is working to finalize agendas for the Fall Conferences.  

Professional Issues Updates: CEO Chris Jenkins, Board Chair Cheryl Lang, CPE Coordinator Renee Allen-Joye and Membership Coordinator Jasmine Hoveyda have been touring the upstate.  The turn out for our PIUs this year has been outstanding - 79 in Rock Hill, 66 in Spartanburg and 194 in Greenville.  

Membership: We have six new members this week. 

Promoting the Profession: COO Jacque Curtin attended a NABA (National Association of Black Accountants) - Columbia Chapter event on Sat., Sept. 16 at Allen University.  Jacque was able to promote to CPA Profession to students from Benedict College, Vorhees College, Allen University, Claflin University and South Carolina State University. 

Partners: Business Development Coordinator Anne Ryan was able to bring in two new partners for the Association this month - CPA Charge and Kopis.  Anne has also been on the lookout for new potential partners and is looking for recommendations. 

New Staff: SCACPA welcomed two new staff members this week - Melissa (Book Keeping) and Jeff (Tech Support and Communications). 

WEEK SEPT. 11-15

Hurricane Irma: Prior to and with the arrival of Hurricane Irma SCACPA quickly maneuvered to support our members and SC businesses. We worked to ensure members had resources available to help themselves and clients for disaster preparedness and business continuity. We’ve been working with state and federal legislators to assess the impact to our membership and work towards resolutions. 

Professional Issues Updates: Staff and I have been working to put the finishing touches on the PIU content, and we’re excited to get out and see everyone at this year’s events. We want to thank our Chapter Officers and Chapter members in supporting SCACPA is bringing this event to the membership free of charge. PIUs are free to members and held statewide due to the generosity of our local chapters.

Firm Visits: CEO Chris Jenkins continued to visit firms to communicate the benefits of SCACPA and our future direction. "I want to thank all of the firm leadership that has taken the time to meet with me. Your feedback and support is appreciated," said Chris.  If you would like to schedule a firm visit please feel free to contact Chris at the SCACPA offices.

Conferences: Our fall conference lineup is coming together, expect to see updates about our fall conference line-up in your mailbox soon.

Promoting the Profession: SCACPA was fortunate to be able to attend the University of South Carolina’s Beta Alpha Psi Meet the Firms event on Sept. 13. It was great to meet so many future CPAs and see our members interact with future employees.
Membership: We had 21 new members join the Association, many of them from the SC DOR. Welcome new members!

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