Sample Client Annual Board Meeting Agenda - Free Download | Page 18
4.1, 2524 votes
Please vote for this template if it helps you.
Sample Client Annual Board Meeting Agenda Page 18
Sample Client Annual Board Meeting Agenda
Minutes, July 26, 2012, Regular Board Meeting
Page 7 of 8
Implementation of Board’s Performance Review Task
Force RecommendationsThe only outstanding
recommendation to address is Implementation of an e-
mail management system. The Executive Director
reported the agency is waiting for an email vaulting
solution from the Department of Enterprise Services.
Investigation Statistics/Investigations & Administrative
Sanctions
The Executive Director, provided the following reports to
the Board:
Case Status Report for the period ended June 30,
2012
Investigations Results/Statistics through June 30,
2012, as posted on the Board’s web site
Investigation Statistics January 1990 through June
30, 2012
The Executive Director reported he is:
Reorganizing the investigation process.
Recrafting the memorandum for consulting Board
members.
Renewal Cycle 2012CPE Deficiencies/Pre-Lapsed
Reinstatement and Online ServicesThe Executive
Director presented the 2012 renewal cycle statistics and
reported on criticism of the Board for not sending paper
reminders or renewal notices prior to the April 30 due
date. At least 1,014 individuals and firms failed to renew
their practice licenses timely and incurred the $100 late
fee or failed to renew on or before June 30 resulting in the
lapse of their credential.
Rich Jones, CPA, President and CEO, Washington
Society of CPAs, commented that it is a problem for the
profession to have so many out of compliance. He
suggested the Board provide renewal reminders prior to
the April 30 due date. He also suggested the Board
reconsider the renewal process and move to a two-year
renewal cycle based on birth year.
The Chair suggested that it would be helpful if the
WSCPA let its membership know the Board discussed
the renewal issue and would make changes, including
use of paper notifications.
The Board discussed the following:
Sample Client Annual Board Meeting Agenda Previous Page Sample Client Annual Board Meeting Agenda Next Page
Sample Client Annual Board Meeting Agenda
Previous

18/63

Next