Leadership Day Attendees,

Thank you for attending our event last Friday. We have had so much positive feedback. I hope that the information is something that you can take back to your chapters and to your respective practices and apply successfully to be better leaders. As was discussed at the meeting I am emailing you a link to the AP manual that you can share with your chapter officers as well as a pdf file containing the updated manual. In addition many of you requested the sample chapter bylaws in Word doc format so I have attached that as well. Further I have attached David Hooker’s QAR presentation so that you may share that with your chapters.

Just so we don’t forget here are some reminders from our Leadership Day.

• 1.       Email your chapter bylaws (after updating if necessary) to Louise Pistole at pistole9@windstream.net by 9/30
• 2.       Send your chapter year-end (7/1/15-06/30/16) financial report to John Blanton at jblanton1948@gmail.com as soon as possible
• 3.       Send your 2016-2017 dues paid roster to Marsha Wheeler at mwheeler14@nc.rr.com by 8/31, make sure chapter meeting notices are going out to the board and Marsha.
• 4.       Remember to send out the membership recruiting cards and seek referrals from your chapter members. If you have questions or need more clarification contact J.R. Lawson at jrnsat@gmail.com Encourage chapter only members to join NCSA at the state level.
• 5.       Schedule David Hooker to speak further with your chapter regarding the further implementation of the QAR program. Call David at 336-841-1040 or by email at dlhacct@triad.rr.com
• 6.       Remind chapter members to pay dues online, invoices will be sent at the end of the month. If they need help with paying online or using the website contact Candace Cansler at (828) 695-2520 or by email to candace@ncsa1947.org
• 7.       Encourage everyone to donate to the Legislative Fund, donations can be made online at www.ncsa1947.org or by check mailed to the NCSA office.
• 8.       Make sure your chapter is following proper CPE procedures. Contact Ron Powell at ronald.d@powellaccounting.com with questions or clarifications.
• 9.       Here is the direct link to download the AP Manual (no login required) : http://www.ncsa1947.org/resources/PDF/apmanual.pdf

Thanks for your service to your chapters and to NCSA.

James P. Upton, III

Accountant

Enrolled to Practice before the Internal Revenue Service

    

 

Upton Accounting Inc.

Seagrove Professional Village

508 North Broad Street (US Hwy 220 Business)

Seagrove, North Carolina 27341-8583

 

Phone (336) 873-7690 Fax (336) 873-7650

Email: jamesupton@rtmc.net