Tax & Financial Planning Volunteer Opportunities
Estate and Personal Financial Planning Conference Task Force
Task force consists of 10-12 MNCPA members who assist with the development of the conference agenda by identifying and selecting relevant topics and qualified speakers. Perks include building relationships with other MNCPA members who have a similar professional interest and receiving a complimentary conference registration.
Qualifications: 5+ years' experience providing financial planning and/or wealth management advisory services
Requirements: Participation in 2-3 meetings and performance of various conference duties, such as introduction of one or more speakers
Time commitment: 20 hours annually (includes conference attendance)
Position yourself as a leader in the profession by sharing your knowledge with MNCPA members as an author of an article for an MNCPA publication. Articles may be used for the the MNCPA website, in MNCPA e-newsletters or in Footnote, the MNCPA member magazine published nine times each year. You may also contribute content to be used in MNCPA Perspectives, the MNCPA blog. Articles should have a focus on current developments, trends and issues affecting the accounting profession. Prospective authors work with MNCPA editors to develop an article idea, outline and content.
Prepare + Prosper
Prepare + Prosper volunteers provide free tax preparation, financial education and asset development services to thousands of low-income individuals and families each year. If you are interested in volunteering, contact Nicole Laumer at firstname.lastname@example.org or 651-262-2163.
Tax Conference Task Force
Task force consists of 15-18 MNCPA members who assist with the development of the conference agenda by identifying and selecting relevant topics and qualified speakers. Perks include building relationships with other MNCPA members who have a similar professional interest and receiving a complimentary conference registration.
Qualifications: 10+ years' experience in individual and/or business taxation including preparation, filing, reporting and/or planning
Requirements: Participation in 3-4 meetings and performance of various conference duties, such as introduction of one or more speakers
Time commitment: 24-26 hours annually (includes conference attendance)
Tax Curriculum Advisory Group
The Taxation Curriculum Advisory Group assists MNCPA professional education staff in selecting beneficial, relevant CPE courses in the area of taxation. Members review current course offerings and suggest improvements, including new additions. Qualified taxation advisers make decisions for themselves, their staff and their firm about CPE attendance in the area of tax.
Time commitment: 4-5 hours
Reasons to volunteer
Here are three important business reasons you and your firm should be volunteering:
- Network. The most essential part of any business.
- Show your stuff. Volunteering and community service show potential customers the integrity of your company and demonstrates the quality of your work.
- Get attention. No better way to get positive PR exposure, and attracting new customers doesn’t hurt either.