Every year the ICNZB Executive Committee members come together for a roundtable meeting in which they discuss the Association, it's current status and how best to continue to move forward for the benefit of the Association and its members.
During this planning session, the Executive Committee map out future goals and discuss the best strategy to achieve these, all the while ensuring they maintain a clear focus on the Association vision and how to best serve the needs of the membership as a whole.
Below is a summary of our goals and achievements to date.
Year in review 2018-2019
Looking back on the 2018-2019 year we see what an amazing journey we have embarked upon. As well as continuing to provide networking and support to our members, we have also achieved a great deal of internal growth in the Association, all within a very short period of time.
None of this would have been possible without the tireless efforts of the Executive Committee and our volunteer members, all of whom donate their time freely.
Biggest and best news of the year
Without doubt, our key success for the year was being granted intermediary status with Inland Revenue in April. After lobbying for 9 years to achieve this, it was a momentous event to be celebrated by all.
Read more about this groundbreaking achievement here>
Achievements and goals
What else has happened this year? And what else do we have planned?
Success and achievements in 2018-2019
- Membership growth to over 1000 members
- Renegotiated agreements with our major strategic partners for continued support
- Developed Strategic Partnerships with likeminded Associations, ie ATAINZ and NZPPA
- Finalised and released the Development Pathway
- Released level testing and training resources
- Developed further educational opportunities with public and private training providers
- Developed a bookkeeper specific payroll course in conjunction with NZPPA for our members
- Delivered membership training in understanding their AML requirements
- Delivered educational events to educate Small Business NZ on the importance of bookkeeping
- Further developed our Regional Directors on-boarding and support mechanisms
- Continuous improvements to our website as a resource for our members
- Raised the profile of ICNZB - Articles in various publications, including NZ Business and Master Plumbers
- Raised the profile of ICNZB - Quoted in blogs written by sponsors and other organisations supporting our association
- Supported membership by liaising with Inland Revenue through the Pay Day filing challenges
- Staff well settled into their roles and assisting in achieving the mission of the Association.
- Delivered a successful #Bookkeepcon18 in Hamilton.
- Set up of regular webinar sessions for members
Looking ahead 2019-2020
- Continue to increase membership.
- Work on a platform to hold our videos and webinars for members to view in future.
- Continue to develop standard operation procedures and resources for members to use
- Continue working with our strategic partners for the advancement of the members
- Continue the good work on raising the profile of ICNZB, educate our community on what a bookkeeper is / continue to push external marketing.
- Attend further events directed at businesses to educate them on the bookkeeping profession
- Continue to develop operations manuals for administration and operational portfolios
- Continue developing on boarding processes for regional directors and support mechanisms
- Continue to develop relationships with sector organisations, ie CAANZ, CPA Aust
- Launch corporate membership to gain members from large organisations
- Launch Continuing Professional Development 3.0
- Launch Education 3.0 : Finalise and release modular testing
- Develop Ethics 2.0 – a rewrite of ethics based on tertiary content for the Bookkeeper in Society.
- Participate in the global software project to update Sodalis
- Deliver a bookkeeper specific payroll course in conjunction with NZPPA for our members
- New member webinar – ICNZB in a nutshell for new members
Mid-term goals 2020-2021
- Hire more staff to support the Association and the Committee
- Quarterly in person strategy planning meetings for planning, leadership & organisation
- To increase the business acumen of our members
- To increase the financial literacy of our members
- Virtual regional meetings
- Developing the trusted advisory / business partner pathway for our members
- Keep increasing sponsor relationships in number and quality
- Continue raising our profile – educate our community on what bookkeeper is
- Attend global meetings & conferences to maintain NZ Bookkeeper relevance in the
worldwide agenda
- Double Bookkeepcon attendee numbers
- Set Key Performance Indicators and have the ability to measure KPI’s, goals, and performance
Long-term goals – 2021 and beyond
- Video regional meetings to distribute to members who cannot attend
- Triple #Bookkeepcon attendees
- Gain peak body status as a government influencer
Year in review 2017-2018
The Executive Committee has worked hard this year on the Joint Venture agreement with ICB Global and employing staff to be in a position to move to a governance board.
None of this would have been possible without the time donated by the Executive Committee and volunteer members.
Our major success of the year
The signing of our joint venture agreement with ICB Global has put the Association in good stead to grow and develop to the benefit of our members.
Achievements and goals
What else happened this year? And what else do we have planned?
Success and achievement in 2017-2018
- Onboarded more regional directors and employed staff
- Further developed external relationships and strengthened
- our relationships with our strategic partners
- JV with ICB Australia is up and running and we are receiving alot of support from the Australian team
- Certification levels all written and released with system upgrade
- Mentoring pathway in the pipeline
- Created a feeling of more integration/cohesiveness which
- in turn has increased our good reputation
- Organisation is way more professional
- Membership growth to over 800 members
Looking ahead 2018-2019
- Develop some standard operation procedures for members to use
- Develop resources, templates and checklists for members to use
- Increase strategic relationships
- Raise the profile – educate our community on what a bookkeeper is / push external marketing.
- Events directed at businesses to sell the bookkeeping profession
- Develop written processes for admin and portfolios
- Onboarding processes for regional directors and how to support them
- Launch CPD stage 3
- Regional director tools
- Launch education stage 2 : Release certification levels to members
- Develop our elevator pitch
- Connect with like minded professional bodies
Mid term goals 2019-2020
- To increase the business acumen for our members
- To increase the financial literacy of our members
- Developing the trusted advisory / business partner
- Support those who want to provide business advisory services
- Keep increasing sponsor relationships
- Continue raising our profile – educate our community on what bookkeeper is
Long term goals – 2020 and beyond
- Video regional meetings to distribute to members who cannot attend