Chapter Directors' Intranet

Notice to Directors

Directors are to be familiar with the contents of the manual and policies listed below, and conduct chapter affairs in accordance with the requirements and procedures outlined. Questions regarding the information contained in the manual and policies can be directed to the Member Engagement department of CPABC.

• Chapters Purchase and Payment Policy (2022) ^PDF
• Chapters Payment Processes FAQ (Feb 2023) ^PDF
• New Chapter FileCloud Process ^PDF
• CPABC Chapter Interim Restart Manual (2023) ^PDF
• CPABC’s Communicable Disease Prevention Offsite Guidelines ^PDF
• CPABC Travel Policy ^PDF
• CPABC's Privacy Policy ^PDF
• CPABC's Canada's Anti-Spam Legislation Compliance Manual ^PDF
• CPABC's Document Retention Policy ^PDF

• Chapter Volunteer Reimbursement Expense Report (2023) ^XLS
• Event Planning Checklist ^DOC
• Event Proposal Template ^{BLANK DOC}
• Completed Event Proposal Template Example ^PDF
• Event Forecast Template ^XLS
• Photo Advisory Notice for Chapter Events ^PDF
• Chapter Board Volunteer Application Form ^PDF
• CPABC Chapter Volunteer Role Overview ^PDF
• Check List for Onboarding New Chapter Volunteers ^PDF
• Confidentiality Pledge - Board Members & Volunteers ^PDF
• Volunteer Expense Report^XLS
• Agenda Template ^DOC
• Minutes Template ^DOC
• Chapter PowerPoint Presentation Template ^PPT
• Chapter Contract Template
• Chapter Event Survey Template ^DOC
• Download Chapter Logos
• Download Chapter Event Flyers
• Monthly Transaction Summary Template
• Chapters Event Promo Blog Writing Template ^PDF
• Chapters Event Recap Blog Writing Template ^PDF

• Chapter Training Video - New FileCloud System and New Payment and Reporting Process
• ePly Training ^PDF
• Social Media Guide ^PDF
• CPA Canada Logo & Brand Guidelines for Chapters ^PDF
• CPABC Chapter E-mail User Instructions ^PDF
• Indigenous Land Acknowledgement for Chapters ^PDF
• Tips on using Zoom safely and securely
• Zoom Online Event Best Practices
• Chapter Training Video - Chapter Resources, Onboarding for New Chapter Volunteers and Chapter Webmail
• Chapter Training Video - Event Management and Communications Review
• Q&A following Chapter Training Sessions ^PDF

Please tell us any topic suggestions that you'd like to see in future Training Sessions by emailing Ashling Diamond at adiamond@bccpa.ca