Board Retreat 2025 | Transforming the Profession through Connecting, Innovating, Advocating and Learning

September 24, 2025

Each year, the KSCPA Board of Directors gathers for a strategic planning retreat, providing an opportunity to step back from the day-to-day and focus on the future. This retreat allows our leaders to reflect on progress, explore new ideas, and ensure KSCPA remains strong and sustainable. Most importantly, it’s about keeping member value at the center of everything we do. So the work of the retreat directly shapes the programs, resources, and advocacy that support you and your profession.

Below is the KSCPA Strategic Plan for 2025-2026, a roadmap designed to strengthen our profession, grow our community, and ensure Kansas remains on par with the rest of the nation in shaping the future of accounting. Guided by the pillars of Connect, Innovate, Advocate, and Learn, this plan represents the vision of our Board of Directors, guided by our member value proposition:

KSCPA is committed to elevating the CPA profession at every stage of your CPA journey and across every sector you serve. We connect you with other professionals through networking and training events. KSCPA represents you through advocacy at all levels. Finally, we invest in the future of your profession by strengthening the CPA pipeline through student outreach and scholarships. Elevate your career and shape the future of the profession with KSCPA.

CONNECT - Building Belonging and Engagement

A thriving profession starts with meaningful relationships. We aim to ensure KSCPA members feel a deep sense of belonging while experiencing easy and valuable engagement opportunities.

Re-evaluation and Success of KSCPA’s Lead to the Future Leadership Program

Leadership is the cornerstone of our success, and we believe in constantly evolving to meet new challenges. That’s why we’re re-evaluating and enhancing our Lead to the Future leadership program, ensuring that our leaders are equipped with the skills to navigate an ever-changing business environment. Registration for the December 3-5, 2025, program in Wichita is opening soon!

Our objectives:

Updated program - December 3-5, 2025
Increase participation through Board outreach with a goal of at least 15-20 participants
Host Alumni event in conjunction with the 2025 program

By investing in our leaders, we’re not only strengthening our organization but also setting the stage for future growth.

How you can help:

Express interest in participating in the program to KSCPA and your employer
Nominate or encourage professionals you feel would be a good fit for the program
Support employees' involvement in the program through sponsoring them or providing time to participate in the program
Offer to sponsor or host a program activity or event

INNOVATE - Anticipating Trends and Embracing New Practices

Increase Non-Membership and Non-Learning Revenues

Diversifying our revenue streams is key to long-term sustainability. While membership and learning services remain core to our operations, we’re exploring innovative ways to grow our non-membership and non-learning revenues.

Our objectives:

Develop 1 new revenue stream strategy
Increase awareness of the online job board with member organizations, colleges, and membership as a whole
Explore offering KSCPA merch through an online store

This initiative aims to ensure we remain financially resilient while continuing to deliver high-value services to our members.

How you can help:

Share products or services you love and think others might like to know about with KSCPA
Let KSCPA know of products or services that could benefit you or your firm (ie. Insurance, discount programs, wellness, financial planning/budgeting, etc.)
Spread the news about all KSCPA has to offer and invite others to join or accompany you to KSCPA events
Utilize the KSCPA CareerHQ to post jobs and resumes
Stay tuned for the KSCPA online store opening and shop to support KSCPA

Develop a Social Media Strategy

Today, a robust social media presence is vital for reaching and engaging with current and future members.

Our objectives:

Create a working group to explore a workable social media strategy that invites members to participate in promoting KSCPA programs and initiatives
Invite the Young Professional Advisory group to assist us with our strategy

This strategy will serve as a key communication tool, amplifying our brand and helping us reach a wider audience.

How you can help:

Volunteer to help with the social media working group
Volunteer to be a part of the Young Professional Advisory Group focused on social media
Join KSCPA social media pages on Facebook, LinkedIn, YouTube, and TikTok
Join a KSCPA peer group on LinkedIn to exchange content, comments and communication on specific topic areas (Ag Tax, SALT, Fed Tax, Business & Industry, Young Professionals, Students, CPA Entourage)

ADVOCATE - Promoting and Protecting the Profession

Position Kansas on Par with the Rest of the USA in the CPA Profession

Our goal is to ensure that the CPA profession in Kansas remains competitive and aligned with national trends.

Our objectives:

Advocate for policies and regulations that modernize the profession in Kansas in partnership with the KSBOA
Guarantee the KSCPA continues to be seen as a trusted advisor at the Statehouse by growing our PAC balance

By aligning Kansas with national best practices, we aim to continue promoting accounting as a career path and protecting the CPA profession.

How you can help:

Donate to the KSCPA Political Advocacy Committee (PAC)
Make sure you are informed on issues affecting the profession and its impact on business and the community
Connect with your legislators and make sure they are informed on accounting issues and their impact

Nourish Relationships with the Kansas Department of Revenue

Building strong partnerships is critical to the success of our mission. We are committed to deepening our relationship with the Kansas Department of Revenue to ensure we are working proactively with the Department on issues impacting our members.

Our goals:

Set proactive meetings to provide feedback on tax policies and reforms that impact the profession
Create a long-term priority list
Strengthen our Department relationships to ensure continuity during times of transition

These efforts will enhance the working relationship between the KSCPA and the Department of Revenue, promoting efficiency and mutual understanding.

How you can help:

Let KSCPA leaders know if there are items to add to the priority list
Attend events hosted by the Kansas Department of Revenue (KDOR)

CPA Pathway - Introduce Legislation to Allow Alternative Licensure Pathway

Ensuring Kansas remains consistent with the rest of the country on CPA licensure requirements is vital to attracting the next generation of CPAs. In 2026, the KSCPA will introduce legislation addressing the CPA licensure requirements and mobility, given the changing regulatory landscape.

Our goals:

Introduce and pass legislation addressing mobility issues and allowing an alternative CPA pathway, licensure with a Bachelor's degree plus 2 years of experience.

How you can help:

Support the bill introduced by KSCPA to allow an alternative CPA pathway, in addition to the current pathways
Encourage legislators to support the bill

LEARN - Fostering Growth and Learning

Design and Implement a High School Outreach Program and Grow INSPIRE Camp Attendance

The pipeline challenges are not going away, and we need to help identify and guide the future of the CPA profession. To that end, we’re deepening our high school outreach to introduce students to the world of accounting and finance.

Our goals:

Develop a plan for high school outreach
Create program content
Identify initial high schools to present at
Invite members to participate in outreach presentations
Grow attendance 25% per year at the INSPIRE Camp, an immersive experience where students can explore careers in accounting, learn from professionals, and build foundational skills

By investing in the next generation, we are shaping the future of the profession and ensuring that diverse and talented individuals enter the field.

How you can help:

Inform high school students about the accounting career path
Invite students to attend the INSPIRE Business Camp and join KSCPA with a free student membership
Volunteer in classrooms, career fairs, and other events to promote the accounting career path to students of all ages
Encourage teachers to invite KSCPA and its members to share all about the accounting profession with their students

Focusing on the Future

Each of these strategic initiatives drives our organization—and the CPA profession in Kansas—forward. By focusing on connection, innovation, advocacy, and learning, KSCPA is positioning itself—and the profession—for long-term relevance and success. Together, we will create a professional community where members feel they belong, where innovation drives progress, where advocacy safeguards our future, and where learning inspires the next generation.

Danielle Hologram
President/CEO
Kansas Society of CPAs

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