Strategic Plan – Implementation Update Donal Watkin Deputy Executive Director

Consists of: Mission Statement. Vision Statement. 7 Strategic Objectives. 49 Tasks.

Coming Soon Increased Marketing Committee Output: –Mobile Application. –Re-designed Web Site. Cross Border Data Base. People Development Team –Launch of Global Secondment Programme Tax Director

International Marketing Committee: Current projects Nexia website re-design Nexia directory – mobile application Client facing e-newsletter P.R. activity

Website

Nexia Directory – Mobile Application Multi-function Directory app Available via iTunes/Blackberry App World / Android Marketplace Formal launch w/c 11 April

Search facility Firm Location Partner Name Partner expertise Default to Contact Partner

Search Results

Thought Leadership

P.R. Activity P.R. resource provided by Thirdperson Corporate brochure Market/technical reports Technical articles

Corporate Brochure

Market Reports

Member Contribution Marketing contacts Marketing output:  Press releases  Technical articles

Strategic Objective: 6 Encourage referral business flows across the network and support collaboration between members

Cross Border Data Base Working Group Members: Ian Stone ( Nexia Court Australia). Chris Appleton ( Smith &Williamson UK) Dan Vanderberg (Rehmann USA). Purpose: To identify potential subsidiary clients. Protocol developed. Asia Pacific pilot trial.

Strategic Objective : 7 Encourage greater knowledge sharing opportunities amongst Members through the continued development of international technical committees, specialist interest groups and technical training initiatives.

Tasks Create an International Education, Training and Secondment Committee in order to develop and coordinate the ‘softer’ benefits of membership

People Development Team Committee Composition: Chairman - Mike Bishop (Smith & Williamson, UK). Anita Aloisio (Nexia BT, Malta) Daniel Abelovich (Polano & Assoc, Argentina) Claire Davis (Smith & Williamson, UK) Vickie Fan, Fan, Chan & Co, Hong Kong) Phil Grant (Nexia ASR, Australia) LaChel Hird (LarsonAllen, USA) Nick Kelsey (Saffery Champness, UK) Julia Paulding (Saffery Champness, UK)

People Development Team Purpose: To provide access to high quality training support and secondments. First meeting held in London 30 th and 31 st March.

People Development Team - Output People Development Framework New Manager & Senior Manager Courses New Partner Course Secondments-Publicise and Evaluate People Development Brochure

Tasks Ensure that there is a rigorous set of procedures and guidelines governing Nexia’s internal operations and its interaction with Members

Nexia Operating Procedures Role of the Contact Partner Criteria for Membership Obligations of Membership Non-Budgeted Expenditure

Role and Duties of the Contact Partner The Role Point of contact for International/regional/umbrella group secretariats and for other members Promoting Nexia within their firm – ensuring staff/employees are kept informed regarding Nexia activity Ensuring their firm meets its Obligations of Membership (see respective Operating Procedure)

Role and Duties of the Contact Partner Duties Ensure incoming communications from member firms firms are acknowledged promptly (at least within 2 working days) Be aware of significant communications between their firm and other members Advise the International Secretariat of changes in personnel/contact/address details

Role and Duties of the Contact Partner Duties continued Ensure administrative requirements from Nexia are met Ensure Nexia information/publications are circulated as appropriate Provide feedback/issues to the Secretariat regarding communication/collaboration with other members Appoint a deputy to perform this role when they are out of the office/on leave etc.

Organisational & Financial Growth Fee Income: US$2.08bn - 0.5% 580 Offices -1.7% 2,280 Partners+1.7% 20,000+ Total Staff -3%