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REPORT OF THE CHAIRMAN 2013 Annual Worldwide Meeting The Shelbourne Hotel Dublin , Ireland October 19-22, 2013. WELCOME!. MY TEAM. WORLDWIDE BOARD EFFECTIVE JULY 1, 2013 10 VOTING MEMBERS 2 NON VOTING MEMBERS ASSISTED BY WW EXECUTIVE DIRECTOR
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REPORT OF THE CHAIRMAN 2013 Annual Worldwide Meeting The Shelbourne Hotel Dublin, Ireland October 19-22, 2013
WORLDWIDE BOARD EFFECTIVE JULY 1, 2013 10 VOTING MEMBERS 2 NON VOTING MEMBERS ASSISTED BY WW EXECUTIVE DIRECTOR REGIONAL EXECUTIVE DIRECTORS IN ATTENDANCE
Angelo Colombo, Chairman Milan, Italy Howard Rosen, Vice Chairman/Treasurer St. Louis, Missouri, USA Nilar Chan Hong Kong, China LourensOosthuizen Cape Town, South Africa Tim Partridge Bunbury, Australia Manuel Rangel, Jr. Mexico City, Mexico Jason Tonjes Omaha, Nebraska, USA Peter Walter Düsseldorf, Germany Danielle Winkle Chicago, Illinois, USA Shimon Yarel Tel Aviv, Israel Ray Nisivoccia(Non-Voting Member) Mt. Arlington, New Jersey, USA Bob Rothenberg (Non-Voting Member) London, United Kingdom
BOARD MEMBERS TASKS Peter Walter Tax Tim PartridgeStandards Shimon Yarel Marketing DanielleWinkleRecruitment Manuel Rangel Governance Bob Rothenberg Accounting landscape
SPECIAL THANKS TO: Peter Chong Kuala Lumpur Don Timmins Ottawa Stephen Roger Sydney
Maureen Schwartz New York, USA Team of 4 assistants WORLDWIDE EXECUTIVE DIRECTOR
TAX Lien Le Houston, Texas, USA STANDARDS Jason Croston Brisbane, Australia INTERNATIONAL COMMITTEE CHAIRS
MEMBERSHIP • INDEPENDENCY • EXCLUSIVITY • FULL MEMBERSHIP
CURRENT MEMBERSHIP 152 FIRMS IN 80 COUNTRIES
MEMBERSHIP • Member in good standing/proactive • Professionallyqualified (standards) • “Trustworthy” • Culture for International business
Guidelines about recruitment • New standards about applicant firms • Specialrequirementsfor candidate firms in major cities (financialcenters) of the world • Intensified recruitment in China and India, with priority to China
Americas 0 Asia/Pacific 3 Europe, Middle East & Africa 3 TOTAL 6 NEW MEMBERS SINCE LAST MEETING
Abou Nasr and Associates (Erbil, Iraq) ACE - AUDITANGOL CONSULTING ENTERPRISE, LDA. (Luanda, Angola) Advantage Advisors (Melbourne, Australia) GESEM Consultores (Alicante, Spain) Jinghua CPAs Company Limited (Beijing, China) Shanghai JaHwa CPAs (Shanghai, China) NEW MEMBERS
Americas 65 Asia/Pacific 24 Europe, Middle East & Africa 63 TOTAL 152 CURRENT MEMBERSHIP
MEMBER SERVICES • Increase Business Opportunities Among Members (Ongoing) • Technical and sub-regional conferences held throughout the year • Breakout groups during Worldwide and Regional Meetings • Continual improvements to website to identify expertise and facilitate communication • International tax database and country matrix • Improved methodology to track referrals • “Doing Business” brochure series for 45 countries – be sure YOURS is updated!
MEMBER SERVICES • Directory Application
Member Marketing and Promotion - Funding for Client Business Panels and Receptions at regional and worldwide meetings (as in New York/Chicago) - Funding to regions to increase branding and name recognition - Firm Profiles in each BKR Worldwide Bulletin - Greater visibility at industry conferences - BKR Scholarship Award Program MEMBER SERVICES
Tracy Warner from the University of Illinois at Chicago accepts BKR’s Scholarship Award from Angelo Colombo, Danielle Winkle (Chicago), and BKR Executive Director Maureen Schwartz (New York).
NEW SYSTEM FOR REFERRAL COLLECTION The Executive Office is now collecting referrals on a quarterly basis. Results reported are as follows (amounts in dollars):
NEW WORLDWIDE EXECUTIVE OFFICE BKR Reception View of New Freedom Tower
FINANCES • WW and all regions closed their accounts for FYE 2013 with positive results. • Board is reviewing the possibility of reducing dues for firms in developingcountries (effective FY 2015).
2014 San Francisco, California: October 18-21 2015 Paris, France: October TBD FUTURE WORLDWIDE MEETINGS
The Worldwide Board Regional and Committee Chairs The Executive Office and Regional Staff A WORLD OF THANKS TO:
WWW.BKR.COM REMINDER