named programs · 4 · from sources
What they call their work
Beyond Accounting
Online event series featuring expert speakers and panel discussions on emerging trends in accounting, finance, and sustainability, including topics like the 5th Industrial Revolution and stakeholder capitalism
Chapter Events
Local in-person and virtual gatherings organized by regional chapters across the U.S., Canada, and Caribbean to foster networking and professional development
Continuing Professional Development (CPD)
Provides access to live and on-demand courses and events for Chartered Accountants to maintain credentials and expand expertise
Mutual Recognition Support
Offers resources and guidance for Chartered Accountants seeking to become U.S. CPAs through Mutual Recognition Agreements with AICPA/NASBA
activities · 5 groups
What they do
-
Professional Certification and Continuing Education 1 activity
- Deliver continuing professional education for chartered accountantsProvides continuing professional education (CPE) and continuing professional development (CPD) through live and on-demand events, webcasts, and online courses, many of which offer CPE credit to members.
-
-
Regional Chapter Network Support 1 activity
- Expand organizational reach through chapter development and international growthEstablished new chapters across the U.S., Canada, and the Caribbean, including in Vancouver, Calgary, Toronto, Grand Cayman, and Bermuda, following the 2020 merger that formed the Chartered Accountants Worldwide Network USA.
-
-
Professional Networking Events 1 activity
- Facilitate professional and social networking for membersHosts chapter-based and online social and professional networking events in regions including Dallas, New York, and other U.S. locations, as well as co-hosting formal events such as the Amicus Black Tie Ball.
-
-
AI Governance and Ethical Research 1 activity
- Publish research and practical resources for membersProduces and disseminates research-based resources such as the AI Fluency Playbook to support members in adopting emerging technologies like generative AI in an ethical and effective manner.
-
-
Professional Education and Certification for Financial and Estate Planners 1 activity
- Support international qualification pathways for accountantsOffers a fast-track route for members of recognized accounting bodies (CPA Canada, CAI, CAANZ, ICAS, SAICA) to obtain a U.S. CPA qualification through Mutual Reciprocity Agreements.
-
financials · form 990 · fy2024
revenue
Total revenue$243K
Contributions & grants$214K88%
Program service revenue$29K12%
Investment income$00%
Other revenue$0
expenses
Total expenses$266K
Program expenses64%
Admin / overhead36%
Fundraising0%
Salaries & benefits$113K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$54K
Cash$43K
Investments$0
Liabilities$16K
Net assets$37K
Liquid reserves2.0 mo
3 years on record · 2022–2024 · YoY revenue -11.5%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DAVID POWELL | CHIEF EXECUTIVE | 40 | $113K |
board members · 15
- ALAN FAGAN — ASSISTANT TREASURER
- CHRIS EASTON — PAST PRESIDENT
- CLAIRE IBALL — CAI REP
- CONALL MCGONAGLE — PAST PRESIDENT
- DAVID FREEMAN — AT LARGE BOARD MEM
- JAYSON POULTON — ICAS REP
- KENNETH CROARKIN — CAW REP
- MARK COLES — ICAEW REP
- NATASHA HOLBECK — SAICA REP
- ROS ROBERTS — SECRETARY
- RYAN CLACHER — DIRECTOR MEMBER
- SHANE ROGERS — PRESIDENT
- SHINGIRAI GWINDINGWI — TREASURER
- VERNON SOARE — ADVOCACY EAST
- VERONICA BEILBY — OLD SECRETARY
relationships · 20
Who they work with
- AAANZ Partner — Foundational institute member with a mutual recognition agreement in place with AICPA/NASBA.
- AICPA/NASBA Government — Has mutual recognition agreements (MRAs) in place with AICPA/NASBA for three of its foundational institutes as of October 2020.
- CAANZ Partner — Has a Mutual Reciprocity Agreement with CAW Network USA to support members seeking US CPA qualification.
- CAI Partner — Has a Mutual Reciprocity Agreement with CAW Network USA to support members seeking US CPA qualification.
- CPA Canada Partner — Has a Mutual Reciprocity Agreement with CAW Network USA to support members seeking US CPA qualification.
- CPA Canada Partner — Member organization represented through a designated liaison, though the representative position is currently open.
- Chartered Accountants Australia and New Zealand Network — Collaborates with CA ANZ, which launched the AI Fluency Playbook shared by CAW Network USA.
- Chartered Accountants Ireland Partner — Foundational institute member with a mutual recognition agreement in place with AICPA/NASBA.
- Chartered Accountants Worldwide Network — Regional network member of Chartered Accountants Worldwide, formed in partnership with them in 2020.
- Gerard Reid Partner — Featured speaker and panelist at CAW Network USA event on the 5th Industrial Revolution.
- ICAEW Partner — Foundational institute member currently in active discussions to achieve a mutual recognition agreement with AICPA/NASBA.
- ICAS Partner — Foundational institute member currently in active discussions to achieve a mutual recognition agreement with AICPA/NASBA.
- ICAS Partner — Has a Mutual Reciprocity Agreement with CAW Network USA to support members seeking US CPA qualification.
- Mark Coles Partner — Featured panelist at CAW Network USA event on the 5th Industrial Revolution.
- NASBA Partner — Collaborates with NASBA to support international candidates pursuing CPA examination and licensure in the U.S.
- Nancy Chakabuda Partner — Featured panelist at CAW Network USA event on the 5th Industrial Revolution.
- SAICA Partner — Foundational institute member with a mutual recognition agreement in place with AICPA/NASBA.
- SAICA Partner — Has a Mutual Reciprocity Agreement with CAW Network USA to support members seeking US CPA qualification.
- St. George's Society of New York Partner — Co-hosted the Amicus Black Tie Ball for the second consecutive year.
- Valtir Partner — Organization employing Mark Dendle, a long-time Dallas chapter member and host of a chapter social event.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Mutual Recognition and Professional Mobilitymethodology: mutual-recognition-advocacyBy pursuing mutual recognition and reciprocity agreements with international accounting bodies, the organization increases the global portability and recognition of the chartered accountant qualification, because standardized credentials across borders enhance professional opportunities and uphold global excellence.
- Stakeholder Capitalism Advocacymethodology: stakeholder capitalismBy advocating for stakeholder capitalism, the organization seeks to shift corporate reporting and success metrics toward broader societal and environmental value, because this leads to more sustainable and equitable economic systems.
- Values-First Industrial Advancementmethodology: values-first human-machine collaborationBy promoting a values-first approach to industrial and technological progress, the organization ensures that advancements in fields like AI serve human well-being, environmental sustainability, and equity, because prioritizing values over pure efficiency leads to more ethical and socially responsible outcomes.