Accounting Career Awareness Program (ACAP) Students/Parents Orientation May 24, 2014

1. Accounting Career Awareness Program (ACAP) Students/Parents Orientation May 24, 2014

2. Agenda • Opening Remarks • Submission of Forms, etc. • Dallas ACAP Overview • ACAP Selections Process • Expectations of Students • ACAP Curriculum • ACAP Administrators & Counselors • ACAP Students • Student Small Group Meetings • Dismissal Students/Parents Orientation

3. Dallas ACAP Overview

4. ACAP Website: www.dallasacap.com Informative • Detailed Information on ACAP and what we’re trying to accomplish each day of ACAP Week • Schedule of Activities • Rooms, venues, driving directions • Success Stories of Dallas ACAP Alumni • Diversity Perspective • Visual Aids (Videos, Pictures, Templates, How-to Guides, etc.) • Marketing Information (facilitates your being an ACAP Ambassador) • Opportunities to Volunteer; Opportunities to contribute financially • Gives the student the ability to respond online (submission, blogs, etc.) • It’s a trailblazing initiative within the NABA Family (Dallas ACAP is the premiere ACAP Chapter) Resources (before, during, and after ACAP Week) • College Admissions and Financial Aid • Informative on the Accounting Profession

5. What is ACAP? Dallas ACAP Success Stories • Partial Listing: • 568 students graduated since inception in 2001 • Range of class size -- 20 students to 62 students • Average GPA approximates 3.4 • Repeat students each year (stay in pipeline) • Scholarship dollars awarded each year range from $3,000 to $5,000. • Students come from approximately 25 different high schools. • Former ACAP students have served as Counselors • Participants include siblings and NABA member children • Approximately 80% of ACAP graduates major in business • Dallas ACAP is a premier NABA program • Dallas ACAP is in its 14th year • Dallas ACAP was held on the following campuses: UNT (2001); TWU (2002 and 2003); SMU (2004 – present); UTD & SMU (2011 & 2012). ACAP is a career development program designed by NABA for minority high school sophomores, juniors, and seniors. During a week-long residency camp, a select group of students explore careers in accounting and business. ACAP steers students toward these vocations and guides them through career decisions. The program is fully supervised, all-expenses paid (no cost to selected students),supported by donations from leading business professionals and grants from a number of NABA corporate partners. Students selected for ACAP receive free tuition, room and board, books, materials, tours, and mentoring. Candidates must complete an application, obtain personal references, and write an essay. Students will also compete for scholarships. Accounting Career Awareness Program (ACAP) For additional information on ACAP, go to the following website: www.nabadfw.org for ACAP application , scholarship application, etc. The ACAP address: Dallas ACAP, P.O. Box 88, Frisco, TX 75034. The ACAP Director is Maria Bean, CPA. You many contact her at mariabean22@yahoo.com or at 214-529-1834. The Executive Director is Odell Brown, CIA, CPA, PHR. You may contact him at odellbrown72@gmail.com or at 214-212-9374.

6. High School College • Accounting Career Awareness Program (ACAP)*: • Introduction to Careers in Accounting & Business • Exposure to College Life • Exposure to Accounting Professionals • Corporate Tour • Networking Opportunities • Working in Teams • Mentoring Opportunities • Scholarship Dollars • Interactions with other High School Students • Targeted Curriculum • NABA Student Chapter*: • Internships/Job Opportunities • Interviews & Interviewing Skills Workshops • Exposure to Accounting & Business Careers • Exposure to Accounting Professionals • Mentoring Opportunities • Scholarship Dollars • Interactions with other college students • Seminars and Workshops Accounting…For All Seasons of Your Life Professional • NABA Professional Chapter Member: • Career Opportunities in Accounting and Business • Exposure to the Big 4 Accounting Firms • Exposure to Seasoned Business Professionals • Mentoring Opportunities • Exposure to various industries and working environments • Advancement Opportunities at various levels within the firms/corporations • Consideration for positions on corporate and non-profit boards • Unlimited opportunities in technical and skills training • Networking Opportunities *Program or activity sponsored by the National Association of Black Accountants, Inc. (NABA). For additional information on NABA, go to the following websites: www.nabainc.org (National); www.nabadfw.org (DFW Chapter of NABA). You may also contact ACAP at Dallas ACAP, P.O. Box 88, Frisco, TX 75034.

7. ACAP Critical Success Factors • Consistency in Key Leadership Positions • Experienced Core Team • Program Structure • Program Support • ACAP Students

8. ACAP Barriers To Success Potential Barrier Handling Approach • Unclear Goals and Expectations • Poor Identification and Selection of Students • Poor Leadership in Key Positions • Poor Program Structure • Too Much Too Soon

9. ACAP Selections Process

10. Student Applications Submitted Interviews Scheduled Applications Reviewed Step 2: Applications and other paperwork are reviewed for completeness, accuracy, etc. Students are notified of incomplete paperwork; follow up is done. ACAP’s Student Selections ProcessTargeted Audience: High School Freshmen, Sophomores, Juniors, & Seniors Step 1: Students submit application, essay, reference letters and transcript as by deadline date as directed. Step 3: Students who meet established criteria and completed paperwork are scheduled for interviews. Students are notified of status by phone. ACAP Week Interviews Conducted Step 7: Students participate in ACAP Week. Step 4: Students are interviewed; parents are briefed of interviewing process. Optional interview dates are communicated and confirmed. Students/Parents Orientation Students Selected & Notified Step 5: Students are selected and notified of their acceptance or rejection. Step 6: Students and parents are invited to the Students/Parents Orientation.

11. ACAP 2014 by Ethnicity, Class & Gender

12. Yearly Breakdown by Class & Gender

13. Expectations of Students

14. Required Forms(Print the five (5) required forms from website) • Parent Contact Information Form • Rules Form • Medical Release Form • Hold Harmless Form • Closing Luncheon Form • Talent Show Entry Form • SMU Form

15. Rules & Regulations

16. Expectations of ACAP Students • Read your materials; consult the ACAP website often: www.dallasacap.com • Follow directions (they won’t be repeated numerous times; late assignments are not accepted) • Wear your badge at all times • Be accounted for at all times • Go to breakfast (whether you eat or not) • Attend & participate in class (not lecture only; collaborative, informal learning as well) • Be on time for class & events • Work in groups when expected • Dress appropriately (casual dress, unless otherwise directed) • Speak loud enough to be heard (esp. during tour) • Don’t sleep in sessions (esp. during tour) • Meet new friends and mentors • Keep something in hand to write with and on (at most times) • Have fun • Pay it forward (be an active ACAP ambassador)

17. ACAP Curriculum

18. Schedule of Activities • Sunday, June 8 • Monday, June 9 • Tuesday, June 10

19. Schedule of Activities • Wednesday, June 11 • Thursday, June 12 • Friday, June 13

20. ACAP 2014 Meal Functions

21. ACAP Business Institute for Graduating Seniors • Planning for College • Self-Assessment Worksheet • Career Profile • Career Exploration & Planning • Computer Lab: Group Project • Scholarship Interviews • Talk Back: Keeping It Real • Business Institute Assessment: How Did I Do? • Business Institute Grading

22. Group Project Create a Business Plan • The name of your business • Mission Statement • A description of your product or service • Why are you thinking of starting this company? • How do you intend to produce this product or service? • How much will the product(s) or service(s) cost? • When would you expect to launch? • Develop a slogan or jingle for your product or service Create a Marketing Strategy • Description of prospective customers, target markets, growth prospects, competitors • Benefits of your products and services • How you will market your products or services (e.g., advertising, Internet, direct marketing) Prepare Financial Statements • Projected Balance Sheet • Projected Income Statement Presentation • PowerPoint • 5-7 Minutes

23. Grading Process

24. Scholarships & Awards • Scholarships (Seniors) • Top Student--Female • Top Student--Male • Most Inspirational • Most Enthusiastic • Rising Star Award • Male Counselor Award • Female Counselor Award

25. ACAP 2014 Corporate Supporters • SMU • Antioch Fellowship Missionary Baptist Church • Grant Thornton • PricewaterhouseCoopers • Ernst & Young • Raytheon • Texas Society of CPAs • NABA Western Region • Accenture • Various Individuals (Circle of Influence) • ACAP Parents (?) • ACAP Alumni (?)

26. ACAP Admins & Counselors

27. Photo Maria Bean, CPA • Job Title: Inspections Specialist • Employer: Pblic Company Accounting Oversight Board (PCAOB) • Some Accomplishments: • Licensed CPA in Texas and Pennsylvania • Over 10 years experience of Accounting and Audit experience • Member: NABA, AICAP, TSCP • Member: United Way’s Young Leadership Society • Member: Delta Sigma Theta Sorority • Brings to ACAP: • Leadership Experience & Knowledge of National Goals/ Expectations • Years of experience in Accounting and Auditing Returning ACAP Director

28. Odell Brown, CIA, CPA, PHR Photo • Current Focus: Owner, MPrints (Career Development Services) • Former Employer: Retired (Southwest Airlines Co) • Some Accomplishments: • NABA Lifetime Member • Outstanding Member Award: • --National • --Dallas/Fort Worth Chapter • NABA National Achievement Award in Industry • Brings to ACAP: • Leadership Experience & Knowledge of National Goals, Expectations • Years of experience in various disciplines: Accounting, Human Resources & Training; Professional Counseling & Mentoring • Network (connections) Returning Executive Director

29. ACAP 2014 Counselors • Brandon Fields (Head Counselor) • Gerald Burnett • Courtney Allen • Paula Brown • Kim Jones • Elisabeth Johnson • Keisha Montgomery

30. ACAP Students

31. ACAP 2014 by Ethnicity, Class & Gender (Average GPA: 3.31)

32. ACAP 2014 Listings • Student Roster • Room Assignments—Males • Room Assignments—Females • Group Project Teams

33. National Association of Black Accountants, Inc.Dallas/Fort Worth Chapter Accounting Career Awareness ProgramPost Office Box 88 Frisco, TX 75034www.dallasacap.com

35. Agenda • Odell’s Opening Remarks • Brandon’s Opening Remarks • Counselor’s Orientation: • Brandon’s Facilitation of the Meeting • ACAP Counselors’ Remarks • Next Steps • Odell’s Closing Remarks • Adjournment Counselors’ Orientation