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Board in Actionv3
NABA's members are passionate. We care about our community, we care about the association, and we care about shifting the diversity and inclusion conversation from theory to impact. Volunteer Leaders are essential to the ongoing success of NABA and our mission. Each quarter, the volunteer leaders of our National, Regional and local Chapter boards come together to tackle the challenges of our profession, our workplaces, and our association.
Being a part of a volunteer board can benefit the association, but it can also benefit you. As a NABA member, you belong to a community of professionals that share mutual goals, interests and commitments. NABA chapters are always looking for members who are interested in enhancing their leadership skills and increasing their professional recognition. Becoming involved in volunteer leadership at the National, Regional, or local Chapter level will allow you to make valuable connections with peers, share knowledge and discover new opportunities in your profession.
Volunteer roles differ at the National Regional and local Chapter levels. If you would lIke to get involved, CLICK HERE TO LEARN MORE!
To see highlights from National Board of Director meetings, click the links below.
Fiscal Year 2018
A Message from the Chairman of the Board
"Thank you to all of the chapter leaders across our great Association! I especially want to thank the chapter leaders that attended the Q2 Board of Directors meeting in Charlotte, NC. I hope you had a great experience in Charlotte and your investment of time and treasure was well worth it. On behalf of the National Board of Directors, your service is greatly appreciated!"
Steven L. Harris, CPA
NABA National Board Chairman
MEETINGS & SESSIONS
Chapter Leadership Training
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The NABA Chapter Leadership Training was held Friday, December 15th from 1:00pm to 4:00pm. This training was led by Coaching Catalyst. High marks were received for this engaging training on the '10 Drivers for Chapter Success'. This training focused on strategies to run your chapter successfully. The training provided 3 hours of FREE CPEs for those that attended. “Great job Charmaine and Keith (Coaching Catalyst) on your quality of content, delivery, engagement, audience evaluation and understanding. This was a very informative session w/action items I can take back to my board and other areas of my life.” |
Professional Chapter Affiliation Agreement (PCAA) Q&A Session
The PCAA Discussion with Chapter Leaders started at 4:15pm on Friday, December 15th, led by PCAA Taskforce members Brian Galloway, Angel Johnson, and Lauren Yost. The roll out of the PCAA was approved by the Board of Directors at the FY17 Q4 Board meeting. The primary goal of the PCAA is to minimize risk across the organization by formalizing the relationship between NABA Inc. and its chapters. A call to action was sent to all professional chapters sign the PCAA by December 31st. Recognition and thanks was given to all the chapters who had already completed and signed the PCAA before the Q2 Board meeting. We look forward to continued discussions with chapters that have not yet signed the PCAA and look forward to meeting their needs and addressing any questions. The PCAA will serve to foster a continuous relationship of support and improved collaboration with our incredible NABA Chapters.
Committee Meetings
Committees meetings started 8:00am Saturday morning and were led by their respective chairs:
• Membership Committee - Herschel Frierson, National Director
Chairman's Town Hall
The Town Hall Meeting began at 9:15am on Saturday, December 16th. National Board Chairman Steven Harris led another dynamic town hall with live polling of attendees and discussions and updates on topics that covered the following:
• Operational Effectiveness Improvements
• Staffing Update
• ACAP – National Grant for University Based Programs
• The CPA Pass Rate (National CPA Boot Camp)
• Task Force Updates
• Chapter Resource Enhancements
• Financial Operations Improvements
• Leadership Training & Certification
NABA National Board of Director's Meeting
The formal Board of Directors meeting commenced Saturday, December 16th at 10:30am. The regional presidents presented reports recapping their regions. Each highlighted the success of their respective Regional Student Conference. Committees and task forces reported out as well. The following reports were presented:
• National Office Update
• Regional President Reports
• Committee Reports
• Task Force Reports
Board Actions
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Board Secretary, Ryan Galloway deferred the submission and review of the previous meeting minutes to the next Board of Directors meeting |
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Motions were made and seconded to approve the reports of the Officers National Office, Regional Presidents, Committees, and Taskforces |
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All Motions carried |
No additional actions were brought forth for the the Board's consideration or action. The Board of Directors meeting adjourned.
Regional Meetings / Regional Student Conference Meeting
Regional meetings began Saturday, December 16th at 1:00pm to discuss topics specific to each of their regions. Regional Student Conference Planning Meeting began at the conclusion of the regional meetings to discuss the planning of the 2018 Regional Student Conferences.
NETWORKING EVENTS
In addition to the great work the association comes together to do at Board of Directors meetings, we also take the time to engage in professional networking with peers, sponsors, and leaders. A key element of the success of NABA and its leadership.
NASCAR Museum / Holiday Dinner
The FY18 Q2 Board of Directors Meeting & Holiday Dinner was held at the NASCAR Hall of Fame. Thank you to the NASCAR Hall of Fame for hosting us in such an incredible facility.
The NABA Charlotte Chapter Rocked Their Holiday Party!
Special thanks to the NABA Charlotte chapter for their hospitality and invitation to their holiday party at the Levine Museum of the New South. The holiday cheer was flowing at this year-end celebration. Thank you all for doing an incredible job as a chapter and continuing to uphold the NABA mission!
Swish! Night Out at the Charlotte Hornets Game
NABA members were in attendance as the Charlotte Hornets played the Portland Trail Blazers. Thanks to our friends at Visit Charlotte for their assistance with a discounted group rate!
THANK YOU TO OUR SPONSORS
| Special Thanks to Corporate Host Bank of America |
Special Thanks to City Host Visit Charlotte |
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| Special thanks to Bank of America for hosting the BOD meeting at their state-of-the-art One Bank America Center in downtown Charlotte. | A special thank you to Christa Williams, National Sales Manager, Visit Charlotte and the Visit Charlotte/CRVA team for their support of NABA and the FY18 Q2 Board of Directors meeting |
Training sessions and social activities are exclusive to those who serve in leadership for NABA. The formal National Board of Director's meeting is open to the public and is generally scheduled for the last day of a leadership event. The specific date and time for the quarterly public National Board of Directors meetings will be announced 30 days prior for any NABA member who wishes to attend.
Future National Board of Director meetings that have been confirmed are listed below.
A Message from the Chairman of the Board
"Thank you to all of our incredible chapter, regional, and national leaders for your tireless efforts on behalf of NABA! I especially want to thank the volunteerleaders that attended the Q3 Board of Directors meeting in Salt Lake City. I hope you had a high-impact experience. On behalf of the National Board of Directors, we appreciate your dedication and are honored that you are part of our association."?
Steven L. Harris, CPA
NABA National Board Chairman
MEETINGS & SESSIONS
Regional Student Conference Meeting
A joint Regional Student Conference (RSC) meeting took place Thursday, March 22nd. Regional leadership discussed the status of their respective 2018 Regional Student Conferences and brainstormed ways to lveverage each other's successes, as well as opportunities to utilize increased support from the Headquarter staff and in the planning & execution of the RSCs.
Chapter Leadership Training
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The NABA Chapter Leadership Training was held Friday, March 23rd from 12:00pm to 4:00pm at Goldman Sachs. This training, titled ‘Waves of Change – Oceans of Opportunities', was led by subject matter experts from the Business Learning Institute (BLI). The training focused on understanding the hard trends and certainties around technology, demographics and the regulatory environment that are driving change in the accounting profession. The training provided three hours of FREE CPEs for the chapter leaders who attended. |
Fireside Chat & Reception sponsored & hosted by Goldman Sachs
The Fireside Chat & Reception began at 5:00 pm on Friday, March 23rd at Goldman Sachs. David Lang, Partner-in-Charge of Goldman Sach's Utah office gave welcome remarks to the group. National Board Chairman Steven Harris, CPA and Sherry-Ann Mohan, MBA, CPA, Vice President at Goldman Sachs, led an engaging discussion on the significance of NABA in the current work climate.
Membership Town Hall & Leadership Meeting
The Membership Town Hall Meeting began at 8:30 am on Saturday, March 24th, which included the financial and governance presentations. National Board of Directors Treasurer Daniel E. Worrell MPA, CFE, CRMA, gave the financial presentation and emphasized that the annual giving from members is only 1% of NABA’s total revenue. A call to action was made for members to be a part of NABA’s expanding offerings through donations to NABA. A call to action was also made for chapter leaders to continue to be more proactive with the recruitment of new members to the association.
National Board Chairman Steven Harris, CPA, led an engaging and informative polling session. The live polling of attendees, discussions and updates on topics covered the following:
- Years of NABA Service / Involvement
- Leadership Succession Planning
- Knowledge of NABA History
- NABA’s Historical Impact on the Profession
- NABA Event Support
- Honoring Individuals in the Profession Who aren’t NABA Members
- Highlighting NABA’s 50th Anniversary
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Click image to view poll results. |
NABA National Board of Directors Meeting
The formal National Board of Directors (BOD) meeting commenced Saturday, March 24th at 10:30am. The regional presidents presented reports on the status of their regions. All committees and task forces gave reports, including:
- Officer Reports
- Vice Chairman Report
- National Office Update
- Regional President Reports
- Committee Reports
Board Actions
| • | All committee reports were accepted. |
| • | Motions were made to accept the election report and results. |
| • | All motions carried. |
No additional actions were brought forth for the Board's consideration or action. The Board of Directors meeting adjourned.
Regional Meetings
Regional meetings began Saturday, March 24th at 12:30pm to discuss topics specific to each region.
NETWORKING EVENTS
In addition to the great work the association comes together to do at BOD meetings, NABA also engages in professional networking with peers, sponsors, and leaders - a key element of the success of NABA and its leadership.
Diverse Professional Mixer co-hosted by Salt Lake City Chapter
NABA members were invited to the Diverse Professional Mixer held at Valter’s Osteria on Thursday, March 22nd. National Board Chairman Steven Harris, CPA, addressed the attendees. NABA thanks Isaac Ewaleifoh, President of the Salt Lake Chapter for coordinating NABA’s invitation to the event. His involvement in NABA and other associations were key in allowing NABA members to share experiences with their peers.
Park City Tour
Located in the Rocky Mountains, Park City is home to some of the best ski resorts in North America and was a venue for 2002 Winter Olympic games. Members had the opportunity to tour the venue and see the Olympic Village, the Olympic Stadium and the towering 72-foot-high Olympic Cauldron.
EVENTS IMAGES
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Click image to view photos from this meeting. |
THANK YOU TO OUR SPONSOR
| Special Thanks to Corporate Host Goldman Sachs | Special Thanks to the NABA Western Region |
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| Goldman Sachs hosted the BOD meeting at its incredible facility in downtown Salt Lake City. | The NABA Western Region sponsored the hospitality suite game night and the transportation for the Park City Tour! |
FUTURE LEADERSHIP EVENTS & BOARD MEETINGS
Training sessions and social activities are exclusive to those who serve in leadership for NABA. The formal National Board of Directors meeting is open to the public and is generally scheduled on the last day of a leadership event. The specific date and time for the quarterly, public, National Board of Directors meetings will be announced 30 days prior for any NABA member who wishes to attend.
Future National Board of Directors meetings that have been confirmed are listed below.
Not currently available.
Fiscal Year 2019