To: NCSA Chapter Promotions Chairman

From: Ronald D. Powell, State Secretary & Member of the Central Chapter

Here are the templates for the chapters to use.  I have some that are blank because it is self explanatory.  The ones used each month will have the title followed by the year-month so they will be easily sorted on the computer.  (i.e.  Local Chapter Monthly Report 2005-07 would be for July 2005).

CPE Request – fill in details from your meeting about your speaker.  This is the cover sheet for your CPE submission.

Evaluation 2005-07 – Speaker evaluation form; change the information on top and save for each meeting.  Required to be completed by attendees and included with CPE submission.

Letterhead – used by chapter for meeting notices, secretary report, treasurer report, dues notice, etc.  Customize for your chapter.

Local Chapter Monthly Meeting Report 2005-07 – Required report to be sent to NCSA ED; used for various purposes to include Chapter Cup Points.

Meeting & Speaker Schedule 2005 – Customize as you wish.  We use it to give to members at meetings and via email so they know chapter meeting dates and times for the entire year.  Handed out at first meeting of year and updated by December so they can plan for meetings during tax season.

Meeting Minutes 2005-07 – chapter minutes used by secretary for reporting at next meeting.

Membership Application – closely follows NCSA application and should only need the chapter name change.

Membership Roster – this has all contact information for the secretary and membership to track individuals.  Used by chapter members for contacts.  Also used at meetings to get updates and to verify attendance for CPE.  Must be included with CPE submission.

Sponsorship agreement – pasted to the Letterhead file and has all information needed to verify with speaker for your meeting.  Must be included with CPE submission.

Meeting Notice – pasted to the Letterhead file.  Can also be cut and paste to an email for the same purpose.  Must be included with CPE submission.

            Hope this can be helpful.  I have had three requests from chapters for these and will send to them as well.

Ronald D. Powell - Secretary,  NCSA

Powell & Powell Accounting, Inc. - 350 South Cox Street, Suite A - Asheboro, NC 27203

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