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REPORT OF THE CHAIRMAN 2012 Annual Worldwide Meeting The Drake Hotel Chicago, Illinois, USA October 20-23, 2012

REPORT OF THE CHAIRMAN 2012 Annual Worldwide Meeting The Drake Hotel Chicago, Illinois, USA October 20-23, 2012. Americas 66 Asia/Pacific 22 Europe, Middle East & Africa 62 TOTAL 150. CURRENT MEMBERSHIP. Americas 4 Asia/Pacific 0

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REPORT OF THE CHAIRMAN 2012 Annual Worldwide Meeting The Drake Hotel Chicago, Illinois, USA October 20-23, 2012

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  1. REPORT OF THE CHAIRMAN 2012 Annual Worldwide Meeting The Drake Hotel Chicago, Illinois, USA October 20-23, 2012
  2. Americas 66 Asia/Pacific 22 Europe, Middle East & Africa 62 TOTAL 150 CURRENT MEMBERSHIP
  3. Americas 4 Asia/Pacific 0 Europe, Middle East & Africa 5 TOTAL 9 NEW MEMBERS SINCE LAST MEETING
  4. Anchin, Block & Anchin (New York, New York, USA) ARTUS Steuerberatung GmbH & Co KG Österreichische Revisions- und Treuhand-Gesellschaftm.b.H. (Vienna, Wien, Salzburg, and Baden, Austria) AudinaTreuhand AG (Schaan, Liechtenstein) FeraxTreuhand AG (Zürich, Switzerland) Jované & Jované (Panama City, Panama) LadersamConsultores S.A. (Lima, Peru) Molade Trust Management (Amsterdam, The Netherlands) SantivañezGuarniz y AsociadosSociedad Civil (Lima, Peru) UNW LLP (Newcastle upon Tyne, United Kingdom) NEW MEMBERS
  5. MY TEAM
  6. Angelo Colombo, Chairman Milan, Italy Howard Rosen, Vice Chairman St. Louis, Missouri, USA Peter Chong Kuala Lumpur, Malaysia Lourens Oosthuizen Cape Town, South Africa Ray Nisivoccia Mt. Arlington, New Jersey, USA Stephen Roger Sydney, Australia Peter Walter Düsseldorf, Germany Danielle Winkle Chicago, Illinois, USA Shimon YarelTel Aviv, Israel Don Timmins, Ex-Officio Ottawa, Ontario, Canada WORLDWIDE BOARD
  7. Maureen Schwartz New York, USA WORLDWIDE EXECUTIVE DIRECTOR
  8. TAX Lien Le Houston, Texas, USA STANDARDS Jason Croston Brisbane, Australia (Interim Chair) INTERNATIONAL COMMITTEE CHAIRS
  9. BOARD ACTIVITIES
  10. The Worldwide Board carried out a member survey to help develop its strategic plan and update services and benefits for all members worldwide. Two-hundred members responded to the survey. MEMBER SURVEY
  11. MEMBER SURVEY HIGHLIGHTS Association Status Exclusivity Rule Quality Of Members Services Received Tracking System For Referrals In
  12. STRATEGIC PLANNING 5 Year Goals Governance Branding And Profile Of BKR Member Firm Criteria Leadership And Staffing Finances Referrals Conferences
  13. To assist our independent members to grow and strengthen their practices by providing: resources on an international scale to service them, their clients, and potential clients; forums to learn; tools and services to assist in their practices; and promotion of their firm and other opportunities to improve their business. STRATEGIC PLANNINGOUR MISSION
  14. To be a highly respected professional association that is recognised for its global capabilities, having well regarded member firms, and for continuously delivering value to its members while assisting them in achieving their objectives. STRATEGIC PLANNINGOUR VISION
  15. STRATEGIC PLANNINGINTENSIFIED RECRUITING IN CHINA AND INDIA
  16. STRATEGIC PLANNING Redirect FundingFrom Public Relations/Branding Updated Website And Expanded Use Of Social Media (Linkedin)
  17. STRATEGIC PLANNING New Directory Application
  18. Increasing Opportunities For Joint Engagements And Referrals BKR Scholarship Program STRATEGIC PLANNING
  19. Bellarmine University student Ashleigh Bowyer (right), was presented with BKR’s Scholarship Award by Kortney Ryan, manager at DMLO, in Louisville, Kentucky, USA
  20. 2011 REFERRALS BY REGION Americas: USD$900K Asia/Pacific: USD$1.3M EMEA: USD$1.8M
  21. REFERRALS 62% had incoming referrals in the last year and 65% in the last 5 years >100K 4 and 18 25 to 100K 14 and 29 10 to 25K 27 and 33 <10K 69 and 33
  22. REFERRALS 60% had referrals out in the last year and 75% in the last 5 years >100K 8 and 19 25 to 100K 13 and 28 10 to 25K 28 and 29 <10K 67 and 67
  23. FINANCES WW and all regions closed their accounts for fye 2012 with positive results The achievement of a balanced financial situation grants stability and the opportunity for future investments
  24. NEW DUES POLICY The Board established a new guideline on collection, so that if a firm misses paying two consecutive quarters of worldwide dues, then that firm will be asked to pay their annual worldwide dues upfront for the next year. If they do not, the board, at its discretion, can take appropriate action towards such member, including the decision to expel the firm.
  25. 2013 Dublin, Ireland: October 19 - 22 2014 San Francisco, California: TBD FUTURE WORLDWIDE MEETINGS
  26. The Worldwide Board Regional and Committee Chairs The Executive Office and Regional Staff A WORLD OF THANKS TO:
  27. WWW.BKR.COM REMINDER
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