
Have you been searching for
a way to help with Hurricane Katrina recovery on our
Here is your opportunity to
serve! As a financial professional in
You are invited to be part of this project! Please review the information below and let us
know ASAP if you are interested. We need
to get the ball rolling now to identify our volunteers! If you are interested in participating,
please complete the Volunteer Application. We need to select our team by the end of March! For those of you in public practice, I know it’s tax
season . . . but please take two minutes to review this and respond as soon
as possible.
Details are being developed and
finalized, but here is a brief summary of what is expected:
This project will involve CPAs and
other Financial Professionals to help small businesses and non-profits on the
The program will involve
one-on-one counseling / coaching with local business people as well as group
presentations. Day and evening programs
will be scheduled – to include QuickBooks. We will need CPAs who are experienced with
QuickBooks to assist. Bob Spencer with
K2 Enterprises also plans to assist.
Other topics will include cash flow management, budget planning, credit
counseling, debt management and restructuring, working with your banker, the
loan application process, starting up a new business, etc. We hope to get the legal profession involved
as well. Opportunities to help with
Habitat for Humanity or similar projects are planned. This would probably occur on Saturday, May
24.
Participants in the 2007 project
in
Additional Information:
Volunteers will be staying in local (fully-renovated) hotels.
To
read about a similar project in
For additional information, please contact:
Phone: 601-856-4244
Toll-free
in-state: 800-772-1099
Contact
information
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Name |
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MSCPA member ID |
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Work Phone |
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e-Mail |
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Emergency
contact information
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Phone 1 |
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Phone 2 |
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References
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Name |
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Phone & email |
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Relationship to
applicant |
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Name |
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Phone & email |
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Relationship to
applicant |
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Tell us about
yourself (use additional pages, if needed.)
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Why do you want to
volunteer for this experience? |
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What are your
expectations—both professionally & personally—for this volunteer
experience? |
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Tell us about
yourself (continued)
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Do you have unique
personal or professional skills that will enhance the experience for others?
Tell us about your greatest strengths. |
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Have you engaged in
other financial literacy efforts? If so, please describe them. |
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Do you have any
special health considerations? Please list any allergies or other travel
considerations that might affect your work or housing arrangements. |
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Are you willing to present the results of your trip to your local
MSCPA chapter after your return? |
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_____ Yes _____ No |
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Agreement &
signature
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By submitting this
application, I affirm that: ·
I
have read the MSCPA Gulf Coast Volunteer Agreement and agree to be bound by
its terms. ·
If
selected for service, I will prepare to the fullest extent possible prior to
the trip. ·
During
the experience, I will act in a professional manner at all times. ·
Upon
my return, I will seek other, similar local service opportunities. |
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Name (printed) |
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Signature |
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Date |
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Commitments
If
selected for service, you agree to certain pre-trip preparation. This will
include getting to know the other team members, completing any reading
assignments (online, email), as well as other exercises deemed pertinent to the
trip. You also agree to submit to the Team Leader’s authority as well as that
of our on-site host(s). You commit to payment in full within the scheduled
deadlines (see below).
Payment
A
non-refundable deposit of $250 will be due with your application. You may submit
your signed application in advance
of the payment, but no application will be considered until your deposit has
been received. The balance of payment will be due by
You are
welcome to raise funds individually. However, there will be no MSCPA-organized
group fundraising efforts, and no amounts paid to MSCPA will qualify for tax
deductibility.
Additional Costs
Your
payment covers the associated expenses of your on-site experience: meals,
lodging, transportation (to/from airport, to/from jobsites, and any other
group-sponsored travel), project costs, and administrative expenses. Your
payment does not include the cost of travel. All additional costs incurred by
you during free time and/or outside the project agenda will be your
responsibility. For example, you will be solely responsible for any fees or
costs due to problems caused by any travel agent, airline, or other vendor.
Participate at Your Own Risk
You agree
that participation in a volunteer activity of any kind brings its own share of
risks and rewards. As a result, you agree not to sue the directors, staff,
members, or agents of the Mississippi Society of CPAs, Inc. for any injury,
illness, property damage, or death that arises from project-related activities.
Photographic Release
You grant
and convey unto MSCPA all rights, title, and interest in any and all
photographic images and video or audio recordings made by MSCPA during the
project.
PLEASE READ CAREFULLY. THIS IS A LEGAL AND
BINDING AGREEMENT.
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