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Published byEaster Houston Modified over 9 years ago
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Strategic Plan – Implementation Update Donal Watkin Deputy Executive Director
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Consists of: Mission Statement. Vision Statement. 7 Strategic Objectives. 49 Tasks.
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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
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International Marketing Committee: Current projects Nexia website re-design Nexia directory – mobile application Client facing e-newsletter P.R. activity
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Website
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Nexia Directory – Mobile Application Multi-function Directory app Available via iTunes/Blackberry App World / Android Marketplace Formal launch w/c 11 April
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Search facility Firm Location Partner Name Partner expertise Default to Contact Partner
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Search Results
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Thought Leadership
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P.R. Activity P.R. resource provided by Thirdperson Corporate brochure Market/technical reports Technical articles
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Corporate Brochure
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Market Reports
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Member Contribution Marketing contacts Marketing output: Press releases Technical articles
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Strategic Objective: 6 Encourage referral business flows across the network and support collaboration between members
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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.
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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.
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Tasks Create an International Education, Training and Secondment Committee in order to develop and coordinate the ‘softer’ benefits of membership
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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)
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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.
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People Development Team - Output People Development Framework New Manager & Senior Manager Courses New Partner Course Secondments-Publicise and Evaluate People Development Brochure
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Tasks Ensure that there is a rigorous set of procedures and guidelines governing Nexia’s internal operations and its interaction with Members
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Nexia Operating Procedures Role of the Contact Partner Criteria for Membership Obligations of Membership Non-Budgeted Expenditure
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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)
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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
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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.
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Organisational & Financial Growth 2010 2010 Fee Income: US$2.08bn - 0.5% 580 Offices -1.7% 2,280 Partners+1.7% 20,000+ Total Staff -3%
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