The Strategic Plan And Action Steps

The five-year plan is to make the WICPA the most relevant organization for Wisconsin CPAs through:

• Greater participation and engagement by members in organization activities
• Leadership in technology to serve members and those they serve, including application of technology in education content and delivery, as well as emerging technologies such as social media to enhance relevant resources for members
• Recognizing and serving the needs of members in their diverse situations including age, gender, ethnicity, employment responsibilities and industries served
• Growth in membership which expands both the member knowledge base as well as resources that can be applied to further enhance member service
• Reaching out and serving members as effectively as possible in all geographic areas, and
• Promoting the WICPA and CPA brands to CPAs and the public at large.

The five specific action steps the WICPA will work on during the first year include:

• Sharing information about the strategic plan with WICPA volunteer leaders, WICPA members at large, and the WICPA staff. Communication of the plan is a crucial first step to most effectively aligning and deploying resources to implement the plan.
• Evaluating current WICPA activities and staff resources to identify and exploit opportunities for:
  • Enhancing the relevance and value of the WICPA to members,
  • Achieving maximum efficiency in WICPA operations, and
  • Strengthening resources to improve WICPA relevance and service to members.
• Developing a membership recruitment/retention plan to increase our membership.
• Developing a WICPA/CPA branding plan to increase member awareness of the relevance and value of the WICPA as they serve businesses, and to increase public awareness of the extraordinary value CPAs provide to businesses, communities, and the economy.
• Creating a social networking and technology learning plan to most effectively deliver relevant information and service to our very diverse membership.