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MEMBERSHIP COMMITTEE

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MEMBERSHIP COMMITTEE. VISION: TO SEE PICPA AS THE ACCREDITED ... S TAGALOG. 992. 1141. 1100. 1447. 1189. 596. CLUZON. 1093. 1170. 1047. 1319. 1339. 662. N LUZON ... – PowerPoint PPT presentation

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Title: MEMBERSHIP COMMITTEE


1
MEMBERSHIP COMMITTEE
  • VISION TO SEE PICPA AS THE ACCREDITED APO WITH
    100 SUPPORT FORM MEMBERS IN TERMS OF MEMBERSHIP
    GROWTH, PARTICIPATION IN PICPA ACTIVITIES AND
    SEMINARS, AND PROFESSIONAL GROWTH OF MEMBERS THRU
    INTENSIVE CAMPAIGNS ON LEARNING AND MOTIVATION.

2
REPORT ON TOTAL PAYING MEMBERS BY REGION FOR THE
YEARS 2002-2007
3
REPORT ON TOTAL PAYING MEMBERS BY REGION AUG 31
2007 VS JULY 31, 2007
4
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
5
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
6
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
7
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
8
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
9
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
10
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
11
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
12
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
13
REPORT ON TOTAL MEMBERS BY CHAPTERAS OF AUG 31,
2007
14
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
15
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
16
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
17
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
18
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
19
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
20
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
21
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
22
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
23
REPORT ON TOTAL MEMBERS BY SECTORAS OF AUG 31,
2007
24
REPORT ON TOTAL CHAPTERS WITH CPA REGISTRATION
FORMS SUBMITTED TO NATIONAL OFFICE
25
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
26
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
27
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
28
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
29
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
30
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
31
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
32
REPORT ON CPA REGISTRATION FORMS SUBMITTED TO THE
NATIONAL OFFICE AS OF JULY 31, 2007
33
PLANS AND PROGRAMS OF THE COMMITTEE
  • TO COORDINATE WITH THE PRESIDENT, REGIONAL AND
    SECTORAL DIRECTORS THE PLANS OF THE COMMITTEE
    THRU THE COMMITTEE MEMBERS WHO WERE CHOSEN BY
    REGIONS. THE COMMITTEE MEMBERS SHALL ENSURE
    SMOOTH AND CONSTANT COMMUNICATION WITH THE REGION
    UNDER RESPONSIBILITY AND TO REPORT TO THE
    CHAIRMAN THE VARIOUS UPDATES AND DEVELOPMENTS.
  • TO REPORT TO THE NATIONAL BOARD THE STATUS OF
    MONTHLY REPORT ON MEMBERSHIP STANDING.
  • 1. PICPA SHALL GIVE RECOGNITION AT THE END OF
    EACH QUARTER AND AT THE END OF THE FISCAL YEAR TO
    DESERVING CHAPTERS WHO SHOWED REMARKABLE INCREASE
    IN MEMBERSHIP.
  • 2. THE MEMBERSHIP COMMITTEE SHALL MONITOR
    THIS PERFORMANCE AND RECOMMEND RECOGNITIONS/AWARDS
    TO THE PRESIDENT.

34
PLANS AND PROGRAMS OF THE COMMITTEE
  • FAST AND TIMELY DISTRIBUTION OF ACCOUNTING TIMES
    AS AGREED UPON IT SHALL BE RELEASED EVERY
    QUARTER.
  • 1. THE PUBLICATIONS SHALL BE FINISHED BEFORE
    THE 30TH OF THE MONTH PRECEDING THE QUARTER.
  • 2. THE PUBLICATIONS SHALL REACH THE
    REGIONS/CHAPTERS WITHIN THE FOLLOWING MONTH

35
PLANS AND PROGRAMS OF THE COMMITTEE
  • FAST AND TIMELY DISTRIBUTION OF ACCOUNTING TIMES
    (CONT) - FOR EXAMPLE-ACCOUNTING TIMES ISSUE OF
    JAN-MARCH SHALL BE FINISHED BY THE PUBLICATIONS
    COMMITTEE BEFORE THE 30TH OF APRIL.
  • IT SHALL BE SENT OUT TO THE REGIONS/CHAPTERS
    BEFORE THE 30TH OF MAY.

36
PLANS AND PROGRAMS OF THE COMMITTEE
  • HIRING OF A TECHNICAL DIRECTOR- IN ORDER TO
    FACILITATE COMPLETION OF THE ACCOUNTING TIMES AND
    OTHER JOURNALS, PICPA SHALL IMMEDIATELY HIRE A
    TECHNICAL DIRECTOR THAT SHALL GIVE DIRECTIONS AND
    SUPERVISE THE COMPLETION.

37
PLANS OF THE COMMITTEE
  • HIRING OF A TECHNICAL DIRECTOR (CONT)
  • 1. THE TECHNICAL DIRECTOR SHALL ALSO LOOK INTO
    THE CPE PROGRAM OF PICPA SO THAT CPE UNITS EARNED
    BY A CPA CAN BE READILY AVAILABLE UPON QUERY.
  • PART OF HIS RESPONSIBILITY IS THE
    COMPUTERIZATION OF CPE.

38
PLANS OF THE COMMITTEE
  • MONITORING AND FOLLOW UP ON
  • FASTER REMITTANCE OF PAYABLE TO CHAPTERS FROM
    NATIONAL OFFICE.
  • THE DUES SHALL BE REMITTED IMMEDIATELY AFTER
    EACH QUARTER.
  • IN ORDER TO FACILITATE REMITTANCE OF CHAPTER
    DUES, THE FOLLOWING DOCUMENTS ARE TO BE SUBMITTED

39
PLANS OF THE COMMITTEE
  • LETTER REQUEST FROM THE DIRECTOR ( REGIONAL
    FUNDS) AND FROM THE PRESIDENT (CHAPTER FUNDS)
    STATING THE REQUEST FOR TRANSFER TO THEIR
    SPECIFIED BANK ACCOUNT
  • BOARD RESOLUTION FROM THE CHAPTER STATING THE
    SIGNATORY OF CHECKS AND ACCOUNT NUMBER
  • COMPLETION AND SUBMISSION OF FINANCIAL STATEMENTS
    REQUIRED BY THE NATIONAL OFFICE

40
PLANS OF THE COMMITTEE
  • TO COORDINATE WITH THE ACCOUNTANT OF PICPA
  • 1. PICPA NATIONAL HAS HIRED A CERTIFIED PUBLIC
    ACCOUNTANT WHO WILL SUPERVISE THE OPERATIONS OF
    THE NATIONAL SECRETARIAT.
  • THIS WILL ENSURE PROMPT REMITTANCE OF CHAPTER
    DUES AND FINANCIAL REPORTS.

41
PLANS OF THE COMMITTEE
  • REACH OUT TO MEMBERS
  • PICPA SHALL SPONSOR TWO SPEAKERS FOR EACH REGION
    DURING CONFERENCES. IT SHALL PROVIDE THE SERVICE
    FOR THE PERIOD JULY 2007-JUNE 2008.
  • THE NATIONAL OFFICE SHALL SHOULDER THE AIRFARE,
    HONORARIUM OF THE SPEAKER.
  • THE CHAPTER/REGION HOLDING THE SEMINAR SHALL
    PROVIDE THE HOTEL AND MEALS FOR THE SPEAKER.

42
PLANS OF THE COMMITTEE
  • REACH OUT TO MEMBERS (CONT)
  • THE REQUEST FOR SPEAKERS SHOULD BE ADDRESSED TO
    THE REGIONAL DIRECTOR WHO IN TURN WILL PROPERLY
    ENDORSE THE REQUEST TO THE PRESIDENT FOR
    SCHEDULING.

43
PLANS OF THE COMMITTEE
  • PROVIDE AVENUES FOR PAYMENT OF MEMBERSHIP DUES
  • DURING REGIONAL CONFERENCES OR WORKSHOPS, THE
    CHAPTER TREASURERS ARE ENCOURAGED TO RECEIVE
    MEMBERSHIP DUES DURING THE SESSION.
  • IN THIS WAY, PAYMENT OF DUES IS FACILITATED.
  • THE CHAPTER MEMBERS NEED NOT GO TO THE CHAPTER
    OFFICES IN THEIR LOCALITY.

44
PLANS OF THE COMMITTEE
  • PROVIDE AVENUES FOR PAYMENT OF MEMBERSHIP DUES
    (CONT)
  • THE CHAPTER TREASURER OR DESIGNATE SHALL BRING
    OFFICIAL RECEIPTS TO PAYING MEMBERS.
  • THE PICPA NATIONAL IS ALSO HELPING IN THIS
    UNDERTAKING.
  • DURING CONFERENCES, THE PICPA SECRETARIAT IS
    ALSO ALLOWED TO ISSUE OFFICIAL RECEIPTS WHENEVER
    THEY ACCOMPANY THE PRESIDENT ON CHAPTER
    VISITS/CONFERENCES.

45
PLANS OF THE COMMITTEE
  • REVIEW AND UPDATE OF MEMBERSHIP LISTING
  • THE PICPA SECRETARIAT ACCOMPANYING THE PRESIDENT
    SHALL ALSO DISTRIBUTE CPA FORMS FOR THE
    PARTICIPANTS TO FILL UP.
  • AT THE END OF THE SEMINAR, THE FORMS ARE
    RETURNED TO THE SECRETARIAT.
  • IN THIS WAY, UPDATE OF THE CPA INFORMATION IS
    FACILITATED.
  • ONE WAY OF GETTING BACK THE CPA FORMS FASTER IS
    TO INCLUDE THE FORMS IN THE CONVENTION KIT

46
PLANS OF THE COMMITTEE
  • REVIEW AND UPDATE OF MEMBERSHIP LISTING (CONT)
  • PICPA THROUGH THE REGIONAL DIRECTORS AND THE
    CHAIRMAN OF THE MEMBERSHIP COMMITTEE HAS
    DISTRIBUTED MEMBERSHIP LISTING AND CD TO THE
    CHAPTER PRESIDENTS.
  • THE CHAPTER PRESIDENTS SHOULD REVIEW AND
    RECONCILE THE LISTING.
  • DEALINE FOR THE RECONCILIATION IS OCTOBER 31,
    2007. PLEASE SUBMIT THEM TO YOUR REGIONAL
    DIRECTORS OR TO OUR COMMITTEE MEMBERS.

47
PLANS OF THE COMMITTEE
  • REVIEW AND UPDATE OF MEMBERSHIP LISTING (CONT).
  • THE MEMBERSHIP COMMITTEE SHALL USE THE RECONCILED
    LIST TO MAKE REVISIONS IN THE MEMBERSHIP LISTING
    MASTERFILE
  • IT IS HOPED THAT THE COMMITTEE CAN GIVE THE
    COMPLETE MASTERFILE TO THE BOARD OF DIRECTORS BY
    FEBRUARY-MARCH 2008.

48
PLANS OF THE COMMITTEE
  • THE PICPA NATIONAL SHALL GIVE AWARDS TO CHAPTERS
    WHO WILL BE ABLE TO RECONCILE THEIR LIST WITH
    THOSE OF PICPA. PLEASE SUBMIT YOUR
    DELETIONS/ADDITIONS/REVISIONS THRU YOUR REGIONAL
    DIRECTORS.
  • IN THIS WAY, WE WILL BE ABLE TO CLEAN UP THE
    FILE.

49
PLANS OF THE COMMITTEE
  • INFORM PICPANS OF OTHER SERVICES OF PICPA
  • PICPA IDS ARE ALSO AVAILABLE FROM NATIONAL
    OFFICE. YOU MAY GET YOUR ID AT LEAST COST. PLS
    BRING YOUR ID PICTURE WITH YOU.

50
PLANS OF THE COMMITTEE
  • INFORM PICPANS OF OTHER SERVICES OF PICPA (CONT)
  • OUR NATIONAL PRESIDENT HAS CREATED A COMMITTEE
    FOR THE RENOVATION OF PICPA LIBRARY.
  • NEW BOOKS, HANDOUTS, MANUSCRIPTS, AND FINANCIAL
    UPDATES WILL BE MADE AVAILABLE TO MEMBERS.
  • THIS IS OUR WAY OF MAKING AVAILABLE TO YOU THE
    DEVELOPMENTS ABOUT OUR ACCOUNTING PROFESSION.

51
PLANS OF THE COMMITTEE
  • DISSEMINATION OF THE REINSTATEMENT PROGRAM-
  • THE 2007-2008 NATIONAL BOARD HAS APPROVED THE
    BALIK PICPA PROGRAM WHEREIN A REINSTATEMENT FEE
    OF P1,000 CAN BE PAID FOR UNPAID DUES OF PRIOR
    YEARS AND P1,000.00 FOR THE PERIOD 2007-2008.
  • BY PAYING P2,000.00 UP TO MARCH 31, 2008, A
    PICPA MEMBER IS CONSIDERED AS A MEMBER IN GOOD
    STANDING.
  • PLEASE AVAIL OF THIS REINSTATEMENT PROGRAM. LET
    US SPREAD THIS PROGRAM TO OUR COLLEAGUES IN THE
    PROFESSION.

52
PLANS OF THE COMMITTEE
  • COMMITTEE UPDATES
  • THE MEMBERSHIP COMMITTEE HAS MET LAST AUG 22,
    2007 IN PICPA HOUSE
  • RECOMMENDATIONS SHALL BE GIVEN TO THE COMMITTEE
    ON REGIONS AND CHAPTERS REGARDING THE GIVING OF
    AWARDS. WE ARE PROPOSING A CERTAIN PERCENT OF
    MEMBERSHIP GROWTH IN ORDER TO QUALIFY FOR THE
    AWARDS.
  • WE ALSO PLAN TO SPONSOR THE SPORTSFEST IN THE
    ANNUAL CONVENTION. WE ARE TRYING TO WORK IT OUT
    SUCH THAT WINNERS IN THE CHAPTER AND REGIONAL
    LEVEL SHALL COMPETE IN THE NATIONAL LEVEL. WE
    SHALL UPDATE YOU ON THIS.

53
PLANS OF THE COMMITTEE
  • COMMITTEE UPDATES
  • THE COMMITTEE SHALL MAKE ANNOUNCEMENTS AND
    BULLETINS ON THE SERVICES OF PICPA
  • THEY SHALL MAKE PERIODIC REPORTS TO THE LIAISON
    DIRECTOR THE PROGRAMS OF THE COMMITTEE
  • THEY SHALL UPDATE, CLEAN AND REVIEW THE CPA DATA
    BASE IN ORDER TO COMMUNICATE EXTENSIVELY TO
    MEMBERS

54
PLANS OF THE COMMITTEE
  • TOGETHER, LET US JOIN HANDS IN ACHIEVING OUR
    GOAL-INCREASING MEMBERSHIP BY AT LEAST 90. WE
    CAN NOT DO THIS WITHOUT YOUR SUPPORT.
  • THANK YOU! ?
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