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- Education
Responsibilities/Expectations
- Meet quarterly throughout the year, excluding tax season.
- Establish guidelines for speaker qualifications required to teach for NSTP.
- Assist with identifying and reviewing speaker applicants.
- Review consolidated evaluations of NSTP seminars.
- Review education topics that are needed or requested by members.
- Make recommendations for new seminar topics.
- Monitor education budgets against actual results.
- Periodically recommend and/or write articles for FTA and/or Tax Tidbits.
- Review the NSTP website to ensure educational materials remain current and relevant.
- Review courses requested by members and follow up with specific members regarding available materials or courses.
- Help develop criteria to highlight NSTP education courses in marketing materials.
- Finance
Responsibilities/Expectations
- Work with the Treasurer to compile and propose the annual NSTP budget to the Board.
- Review financial statements periodically, no less than annually, and provide comments to the Treasurer.
- Conduct quarterly actual-to-budget reviews and prepare reports for the Board.
- Review the financial feasibility of proposed NSTP projects prior to commencement.
- Meet regularly, with increased frequency during budget season.
- Meet with the Education Director in January to review the FUP and ensure proper financial allocations.
- IRS Forums
Responsibilities/Expectations
- Meet regularly beginning several months prior to IRS Forums to develop strategy.
- Develop and strategize marketing materials, handouts, and giveaways.
- Evaluate volunteer personnel to staff the IRS exhibit hall booth.
- Assist with budgeting for IRS Forums.
- Ensure a positive and professional culture at the booth.
- Ensure sufficient personnel are available to access the database while at IRS Forums.
- Promote NSTP effectively to IRS Forum attendees.
- Encourage participation of at least one Board member, in addition to speakers, at each Forum.
- Ensure a Spanish-speaking representative is present at each forum location.
- Membership
Responsibilities/Expectations
- Build a membership team to support member retention efforts.
- Evaluate existing membership programs for effectiveness.
- Review and monitor membership initiatives from other organizations to identify opportunities that could benefit NSTP.
- Review initiatives that strengthen member engagement and foster a sense of connection.
- Implement personal touches to enhance the member experience.
- Encourage the use of membership renewal forms to allow members to indicate interest in volunteering.
- Encourage member participation and continued education.
- Engage with members to understand their planned education activities, encourage additional course participation, and help build their professional networks.
- Inform members of the value and benefits of NSTP membership.
- Hold regular meetings.
- Monitor competing organizations and programs on a regular basis.
- Monitor the NSTP website to ensure content remains current.
- Coordinate efforts with the IRS Forum Committee.
- Review and recommend marketing initiatives to increase membership and education attendance.
- Board Elections
Responsibilities/Expectations
- Oversee the Board candidate process.
- Qualify Board candidates for membership voting.
- Ensure volunteers involved in Board Elections do not run for the Board during the same cycle.
- Interview Board candidates.
- Review candidate references and background checks.
- Meet as needed during the candidate review process.
- Maintain a timeline to ensure timely completion of the election process.
- Ambassadors
Responsibilities/Expectations
- Represent NSTP at events by welcoming attendees and sharing information about the organization.
- Help ensure events are well organized, inclusive, and engaging.
- Encourage networking and interaction among event attendees.
- Gather feedback, concerns, and suggestions from participants.
- Share personal NSTP experiences to encourage involvement and participation.
