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National Association of Black Accountants, Inc. Seattle
Chapter FY15 Committee Planning Guide
Table of Contents
I. Welcome
II. FY15 Chapter Leadership
III. FY15 Goals & Objectives
IV. FY15 Accountabilities
V. FY15 Operating Rhythm
VI. Chapter Resources
VII. FY15 Chapter Prospectus
VIII. FY15 Chapter Budget
Welcome
You are reading this because you have chosen to be incredibly and unselfishly generous. Generous with your time, your talents
and your knowledge. You have chosen to give to a cause that exists to benefit individuals who aspire to achieve many of the
things you have you have already accomplished as well as peers who strive to become more valuable assets for their companies,
their community and themselves. Thank you for committing to twelve months of being a champion of NABA Seattle. Our mission
is to enhance……of African-Americans in the accounting, finance and business professions.
The National Office
The organizations volunteer leadership team and a handful of full-time staff (staff list) help manage the day-to-day activities of
approximately XXXX professional members and XXXX student members in the organization. The FY15 Leadership Team is as
follows:
Chairman of the Board: Kenneth E. Cooke, CPA
President: Angela Avant, CPA – [email protected]
Vice Chair: Veda Stanley
National Treasurer: Sheila Taylor-Clark, CPA
National Secretary: Tina McIntyre, CPA
Central Region President: Hershel Frierson
Eastern Region President: Daniel Worrell, CFE, CRMA
Southern Region President: Justin Butler
Western Region President: Raphael Irving
National Director: Earl Fagan, CPA
National Director: Steven Harris, CPA
National Director: Katherine Jenkins, CPA
National Director: Sherry Ann Mohan, CPA
National Director: Dimeta Smith, CPA
National Director: Celia Thompson, CPA
National Director: Shariah Dixon-Turner, CPA
National Parliamentarian: Roberta Wright
National Website: www.nabainc.org
FY15 Chapter Leadership
National Association of Black Accountants, Inc. - Seattle Chapter
FY 2015
Stephen Ejide
President
Kelley Smith
Vice President
TBD
Chapter AdvisorLeadership & Execution
Paul Horace
Chapter AdvisorPartnership & Sponsor ship Alignment
Johnny Jefferson
Chapter AdvisorNational Strategy & Alignment
Joel Wiliams
Chapter AdvisorProfessional Accounting & Industry
Vacant
Chapter AdvisorStudent Engagement & Recruitment
TBD
Chapter AdvisorBranding & Public Relations
Vacant
Member
Malick Toguyeni
Secretary
Fanta Diallo
Treasurer
Andre Gill-McVey
ChairStudent Member Services
Don Bongmba
ChairScholarship
Kelley Smith
ChairProfessional Development
Nakya Henderson
ChairCompliance
Hama Mawandi
Information Technology
Vacant
Marketing
Kimara Freeman
Community Affairs & Financial Literacy
Theo Eshun
Vice ChairFinance Committee
Name
Aaron Sandifer
ChairProfessional Membership
Angeles Hickman
Vice ChairStudent Member Services
Housam Omer
Vice ChairStudent Member Servcies
Randy Brock
Vice ChairProfessional Membership
Fortune Base
Vice ChairInformation Technology
FY15 Goals & Objectives
Notes:
FY 15 ACCOUNTABILITIES
President
Stephen Ejide
Prepare requirements for
executive board and committee
reporting
Serve as liason
and board
representative
between chapter
and ACAP
Meet with
student chapter
president on a
quarterly basis
Set reporting cadence for chapter
advisory board reporting
Review chapter
activities and
plans with
advisory board
bi-annually
Attend all
Western Region
chapter
presidents
meetings
Designate
attendee(s) for
quarterly board
meetings
Ensure continuity
of all chapter
activities
Vice President
Kelley Smith
Contact and meet each prior year corporate partner to
determine: Budget cadence; Corporate recruitment, diversity, and
community objectives.
Prepare onboarding package for corporate sponsors
Setup touch times with
each comittee chair to
review action items and
ensure resources are
available to complete them
Plan and coordinate Annual
Scholarship Banquet
Develop FY15 Chapter
Prospectus
Meet with student chapter
vice president on a
quarterly basis
Notes:
FY 15 ACCOUNTABILITIES
Secretary
Malick Toguyeni
On a weekly basis, respond to and/or forward emails
sent to [email protected] to appropriate persons
within 24 hours.
Develop template to track and
submit member service hours
to corporate partners for matching and reimbursement
on a quarterly basis
Setup meeting quarterly
cadence with Compliance
chair to complete chapter
compliance
Develop template for
meeting notes and
reporting
Meet with student chapter
secretary on a quarterly basis
Treasurer
Fanta Diallo
Develop and track budget and actual revenue
and expenses. Submit to compliance focal for
reporting
Obtain and review
documents for endowment
fund. Prepare overview for
executive board. Propose
action for fund.
Meet with student chapter
treasurer on a quarterly
basis
Complete chapter
form 990 as required
for chapter compliance
Notes:
FY 15 ACCOUNTABILITIES
Professional Membership
Aaron Sandifer
Coordinate with VP and corporate partners to establish
Professional Development Series calendar for FY15
Compose a list of topics/ideas
Develop membership
kit
Include tangible
item(s): tshirt, coupon
discount
Coordinate NABA
Kick-Off evet.
Partnership with other
community
organizations
Coordinate member-
only event
Capture member
demographic
information
Student Member Servcies
Andre Gill-McVey
Identify chapter SCREP focal. Review SCREP
requirements coordinate with student SCREP
focal
Facilitate Spring Day w/NABA.
Plan retreat with new student
chapter officers. Coordinate
participation at scholarship
banquet
Identify case study
competition focal and
coordinate student and
professional chapter
participation
Identify Day w/NABA
focal. Facilitate Fall Day
w/NABA and pre-
conference workshop
Coordinate student
participation and attendance
at Annual Scholarship Banquet
Notes:
FY 15 ACCOUNTABILITIES
Scholarship
Don Bongmba
Formalize scholarship process. Determine
need for interviews. Establish criteria for
college and high-school students
Support Vice-President in executing
Annual Scholarship & Awards Banquet
Compile comprehensive list of contact
focals for universities, community colleges,
and community organizations for
scholarship distribution
Community Affairs & Financial Literacy
Kimara Freeman
Identify community organization,
individual or NABA member to
facilitate financial literacy
presentation(s)
Consider recurring activity: i.e.
bookkeeping bootcamp, VITA
Serve as contact focal for community
service activities
Notes:
FY 15 ACCOUNTABILITIES
Information Technology
Hama Mawindi
Maintain website
Ensure content and links are up to date and
working
Determine repository for document retention
on website
Support committee requiremnts to ensure
consistent and efficient chapter operations
Establish and/or update access to utility social
networking sites
Facebook, LinkedIn, Instagram, Twitter
Marketing
Identify vendor for all fliers and chapter communications. Identify
backup vendor
Work with membership to ensure
distribution lists are updated and
correct
Review chapter web presence and
make updates and changes
Coordinate with IT to establish
social media and accounts
Establish chapter activity
communication steps
Pre-event marketing distribution
Event activities (posting on social
media, hashtags)
Establish cadence for review and
update of chapter newsletter
Notes:
FY 15 ACCOUNTABILITIES
Finance Committee
Theo Eshun
Work with committee
members to establish a
budget for each committee
Compile list and timing of
periodic payment activity
Check mail periodically
Compliance
Nakya Henderson
Establish kick-off process for
quarterly reporting
Determine state and federal
reporting and renewal
requirements
Document and save in chapter
repository
FY15 Operating Rhythm
Chapter Advisors Meeting: 1st & 3rd Quarter
Executive Board Meetings: 1st Tuesday of every other month beginning in July
Executive Committee Meetings: Every 2nd Tuesday of the month (July – June)
Individual Committee Meetings: TBD
Quarterly Compliance Filing: Last day of each quarter
Quarterly Volunteer Hour Submission: Last day of each quarter
Chapter Resources
o Chapter Policies & Procedures
o NABA Seattle Website: www.nabaseattle.org
o Webmail Login: www.brinkster.com
o Constant Contact: www.constantcontact.com (request login information from Chapter Secretary)
Chapter contact list (general contacts, members, students, corporate partners)
o Eventbrite: www.eventbrite.com (request login information from Chapter Secretary)
To create and promote chapter events
o Facebook Page: https://www.facebook.com/pages/NABA-Seattle-Chapter/203108289857022
o Wufoo: www.wufoo.com
To create and gather forms (i.e. scholarship applications)
FY15 Chapter Prospectus
FY15 Chapter Budget
FY2015 Budget
Revenues:
Corporate Partnership Allocation (Microsoft) $5,000.00
Scholarship Banquet Contributions (includes Microsoft) $38,000.00
Membership Due Cost Sharing $1,600.00
Student Conference Profit Sharing $2,000.00
Corporate Partner - National Convention Allocation (The Boeing Co.) $5,000.00
Total Revenues $51,600.00
Expenses:
Chapter Operations
Website Maintenance (includes hosting fees) $1,300.00
Telephone, Communications (includes mailbox rental & SharePoint) $300.00
Travel and Transportation - National / Regional $5,000.00
Local Planning Retreat $500.00
Miscellaneous - (i.e., general body/officer meeting exps, etc.) $500.00
Total Chapter Operations $7,600.00
Resource Development
Collaboration / Networking Socials - Corporate Partners $4,000.00
Total Resource Development $4,000.00
Professional Membership
Chapter Picnic / Mixers / Receptions $1,000.00
Total Professional Membership $1,000.00
Professional Development
CPE Seminars $500.00
Total Professional Development $500.00
Student Member Services
Travel - Student Conference (Misc. Allocation) $2,600.00
Student Mixers / Networking Events $275.00
Total Student Member Services $2,875.00
Community Affairs
Financial Education / Literacy Workshops $350.00
Total Community Affairs Services $350.00
Scholarship Committee
Annual Program Expenses (Includes Membership Reception) $15,000.00
Scholarship Awards $18,000.00
Total Scholarship Committee $33,000.00
ACAP
Funding Assistance $2,000.00
Total ACAP $2,000.00
Total Expenses $51,325.00
Net Income (Loss) $275.00
