Tag Archives: President’s Memo

President’s Memo: Photos on the Wall – Revisited

SHARE: I am writing this month’s Memo after just returning home from the Nominating Committee’s meeting to nominate NASBA’s next Vice Chair (chair-elect). It is a real privilege to serve as the CEO of an organization that attracts such great leaders who aspire to serve as Chair. All the highly qualified candidates considered by the…

President’s Memo: Elusive Word

SHARE: Last month in my President’s Memo, entitled “Substantial vs. Radical,” I discussed the challenge of finding the appropriate words to describe the degree of change needed to prepare the CPA profession for the future. I was surprised and delighted by the number of responses I received and, more importantly, by the comments and suggestions…

President’s Memo: Substantial vs. Radical

SHARE: Recently I was in a meeting with some senior staff considering the next steps in the “CPA Evolution” discussion. We had received the CPA Evolution Task Force’s report and were pondering how to best communicate its conclusions and implementation strategies. While the Task Force agreed two unique pathways to become a CPA were unacceptable,…

President’s Memo: This Threat is Real

SHARE: For the past few years we have been discussing the threat of anti-regulatory legislation. In some ways we have been challenged in how best to monitor and respond to this threat, as many of us concur that there are obvious cases where the requirement for licensure has been abused. In the beginning of mandated…

President’s Memo: 2019 – Meeting the Challenge of Change

SHARE: Last month, I ended 2018 by reflecting on the highlights of the year. While “reflection” is important, the success of any organization is predicated on anticipating the challenges and opportunities it faces. In December’s memo, I mentioned the challenge of “gaining universal acknowledgement of the key changes [technology advances] that are occurring.” That continues…

President’s Memo: One Heck of a Year!

SHARE: Writing the December President’s Memo is always an interesting endeavor. Because the Memo is written by the outgoing chair in October and the incoming chair in November, plenty happens after September that I don’t get to highlight. December is also a reflective time, not only for considering the last quarter of the year, but…

President’s Memo: Take a Big Swing at It!

SHARE: Some of you probably read the title to this Memo and thought: “Take a big swing at it” must be a quote from NASBA Past Chair Ted Lodden, who often uses baseball metaphors to illustrate points. Others might attribute it to the unique language of the great baseball manager Casey Stengel, often referred to…

President’s Memo: The NASBA Family

SHARE: I was recently in New York City participating in the bi-annual AICPA/NASBA summit. While in the city, I had the opportunity to have dinner with several former Board of Accountancy members from New York and New Jersey, who all had played important roles in NASBA ranging from committee members to NASBA Directors and even…

President’s Memo: “That Dog Ain’t Gonna Hunt!”

SHARE: For many months we have been discussing the impact of technology on the accounting profession and, specifically, considering a new “technology pathway” to become a CPA. The culmination of that process for NASBA took place at the Regional Meetings, where thoughtful and passionate discussions occurred. Saying that there was a “lack of support” for…

President’s Memo: Transparency and the Elephant in the Room

SHARE: So, why am I writing about transparency again? I am writing this Memo after returning to Nashville from the NASBA Eastern Regional Meeting in Florida, as I am preparing to attend the National Association of Black Accountants’ Annual Meeting, soon after to address the California Society of CPAs’ Annual Meeting, and finally to speak…