Meeting Minutes

MICHIGAN

National Association for Accounting Administration:
www.cpaadmin.org

Meeting Minutes

2010 Meetings

March 25- Phone Conference - discussing 5500 online PINS, after tax season celebrations, remote check deposit, Social Media Policy
February 25- Phone Conference - discussing tax season challenges and plans re: OT, PTO, client identify verification, company cell phones
January 28- Round Table Discussion - RIA Research, Windows 7, Portals and more

2009 Meetings

September 18- Andie Creamer- Employment Law Updates
August 21- Speaker - Michele Ruppal - Managing Change. Michele has an audio book called Leading in Turbulent Times that is available for sale if anyone is interested. Their website is www.yourhrteam.net.
July 17- AAA National Conference Summaries presentation
February 20- Tax Season Experiences and Economic experiences discussed
January 16- Current challenges discussed among members - late timesheets, cpa exam reimbursement, scanners, fun activities

2008 Meetings

September 19 - Presentation by MaryJane Mapes - Building Moral & Commitment. Click here for her handouts.
August 22 - Presentation by Mary Bartlett- Recruiting and Retaining the Generations. Click here for her handouts.
July 18 - Presentation by Lisa Gladstone from PCIA. Lisa addressed a variety of Liability risks in our industry and Fraud Detection. Click here for her handouts on Risk Management
May 16 - Presentation by Lisa Minini, Author of Me, Myself and Why The Secrets to Navigation Change. A great presentation was made by Lisa to help us understand different methods and behaviors with all people that we work with and how best to get things done.
March 21 - phone conference - Held Roundtable Discussion to address urgent Tax Season Issues
January 18 - phone conference-shared ideas & experiences on Efiling, Privacy Issues, Paperless Processes, Portals

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 Legal, 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, 2006- how to deal with "poor behaving" employees; various roundtable topics to solve member issues immediately.
March 17, 2006 - Teleconference - 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