Formal presentation of study and findings by the Members in Business and Industry Task Force to the Fort Worth Chapter Board of Directors of the Texas Society of Certified Public Accountants. Presented on December 10, 2009.

1. Inspiring Participation, Providing Value Findings and recommendations of the Task Force on Members in Business & Industry December 10, 2009 Fort Worth Chapter, Texas Society of Certified Public Accountants

5. Membership Distribution Education 2% Government 2%

20. Respondents Demographics Skewed Younger, Non Public Practice Survey Respondents All FWC Members Percent in public practice 35% 45% Percentage 35 or under 16 19 Percentage 36 – 49 41 31 Percentage 50 and over 43 50

22. Context for CPE Choice: Line of Business Business Line Respondents Other (none of the 18 industries offered) 22% Manufacturing 19 Healthcare 15 Finance/investment 12 Consulting 6 Retail/wholesale sales 6 Nonprofit 5 Educational institutions 5 Oil and gas 5 All others 4 % or less

24. Interest Levels: Top Six Topics rated on a 1 – 5 scale: 1 = not interested, 5 = very interested Topic B&I Score Public Practice Score Combined Score Communication 3.9 3.9 3.9 Creative problem solving 3.8 3.8 3.8 Motivation and delegation skills 3.8 3.8 3.8 Critical thinking 3.8 3.7 3.8 Negotiation tactics 3.8 3.7 3.7 Leadership qualities 3.7 3.8 3.8

32. Activating Recommendations Recommendation Responsible Entity Create a standing committee Executive Committee Create a leadership/soft skills course or courses Executive Committee on resource, then CPE Oversight or subcommittee thereof Add B&I topics to Free CPE Day Free CPE Day Committee Create Controllers Forum New B&I Committee Chapter Champions program New B&I Committee On-campus events series New B&I Committee Activate Large Employers Task Force Executive Committee