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National Association for Accounting Administration:
www.cpaadmin.org

 

 

 

Meeting Minutes

2007 Meetings

  • October 19 - Scott Goemmel, PMV Technologies presented the important differences between business continuity and disaster preparedness.  He provided a useful workbook to allow us all to begin today.
  • September 14 - presentation from Dr. Charles Bethea on Ways to Identify Employee Issues and How to Deal with Them;  Additional presentation by Mary Gillett on Marketing and Business Development for Professional Service Firms
  • August 17 - presentation from Todd Currier @ Pre-Paid Lgal, Information Security and Employee Benefits
  • July 20, 2007 - overview of AAA National Conference held in Rhode Island
  • May 18, 2007  - Jean Jernigan from MACPA presented valuable resources available to all
  • March 16, 2007  - phone conference
  • January 19, 2007 - phone conference

 

2006 Meetings

  • August 18, 2006 - Presentation  by Don Fuller, Checkpoint Software Technologies on potential security threats through internet and networks; a 2nd
          presentation was made by Scott Goemmel, PMV Technologies on using outside IT services
  • July 21, 2006 - tour of Wright Griffin Davis' new office and Recap of 2006 AAA National Conference Topics held in Indianapolis
  • May 19, 2006how to deal with "poor behaving" employees; various roundtable topics to solve member issues immediately.
  • March 17, 2006Teleconference - round table topics of Disaster Recovery Planning, Deceased/Retired Partners; electronic signature policies; after-tax season celebrations; social security policies
  • January 20, 2006 - Teleconference - Prorated Benefits; How to Transmit Electronic Client Data Securely;

2005 Meetings

  • November 18, 2005 - Reducing Telecommunications Cost, Outside or Inside IT Help?, How to Track Admin workflow and performance
  • October 21, 2005 -Speaker:  Toni Talkbot, Human Resource Mangagement Services "Hot Topics in HR and What you need to know"
  • March 18, 2005 - Teleconference - Domestic partner Benefits, Efile Help,
  • May 20, 2005 -Web Conferencing Presentation by John Higgins, Presentation from American Society of Employers
  • January 21, 2005 - CPA exam policies, Billing Rates, Remote Access, Electronic Signature, PDF files

2004 Meetings

  • July 16, 2004 - AAA National Symposium Recap from Attendees
  • May 21, 2004 - MACPA Member Benefits Update; CPA Crossings demo on "Performance Pro" software for employee evaluations
  • March 19, 2004 - Phone Conference - HSA's, Staff Scheduling, E-Filing Status, Collection Policies
  • February 20, 2004 - Phone Conference - E-filing/Liability Insurance/Tax Season Fun