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REPORT OF THE CHAIRMAN
2013 Annual Worldwide Meeting
The Shelbourne HotelDublin, 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
REGIONAL EXECUTIVE DIRECTORS IN ATTENDANCE
• Angelo Colombo, Chairman Milan, Italy
• Howard Rosen, Vice Chairman/Treasurer St. Louis, Missouri, USA
• Nilar Chan Hong Kong, China
• Lourens Oosthuizen 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 Partridge Standards
Shimon Yarel Marketing
Danielle Winkle Recruitment
Manuel Rangel Governance
Bob Rothenberg Accounting landscape
SPECIAL THANKS TO:
Peter Chong Kuala Lumpur
Don Timmins Ottawa
Stephen RogerSydney
WORLDWIDE EXECUTIVE DIRECTOR
• Maureen Schwartz
New York, USA
Team of 4 assistants
INTERNATIONAL COMMITTEE CHAIRS
• TAX
Lien Le Houston, Texas, USA
• STANDARDS
Jason Croston Brisbane, Australia
STATISTICS
2012 IAB WORLD SURVEY
MEMBERSHIP
• INDEPENDENCY• EXCLUSIVITY• FULL MEMBERSHIP
CURRENT MEMBERSHIP
152 FIRMS
IN 80 COUNTRIES
2008 2009 2010 2011 2012 2013125
130
135
140
145
150
155
MEMBERSHIP
MEMBERSHIP • Member in good standing/proactive• Professionally qualified (standards)• “Trustworthy”• Culture for International business
RECRUITMENT
• Guidelines about recruitment• New standards about applicant firms• Special requirements for candidate firms in
major cities (financial centers) of the world• Intensified recruitment in China and India,
with priority to China
NEW MEMBERS SINCE LAST MEETING
• Americas 0• Asia/Pacific 3• Europe, Middle East & Africa 3
• TOTAL 6
NEW MEMBERS• 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)
CURRENT MEMBERSHIP
• Americas 65• Asia/Pacific 24• Europe, Middle East & Africa 63
• TOTAL 152
2008 2009 2010 2011 2012 20130
10
20
30
40
50
60
70
AMERICAS
EMEA
ASIAPAC
EMEA54%
ASIAPAC6%
AMERICAS40%
2012 TURNOVER %
MEMBER SERVICES
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 SERVICES• 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
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):
AMERICAS EMEA ASIAPAC0
20000
40000
60000
80000
100000
120000
140000
160000
180000
200000
I QUARTERII QUARTER2TOTAL
NEW WORLDWIDE EXECUTIVE OFFICE
View of New Freedom TowerBKR Reception
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 developing countries (effective FY 2015).
FUTURE WORLDWIDE MEETINGS
• 2014 San Francisco, California: October 18-21
• 2015 Paris, France: October TBD
A WORLD OF THANKS TO:
The Worldwide Board
Regional and Committee Chairs
The Executive Office and Regional Staff
REMINDER
WWW.BKR.COM