RubinBrown Team Member Manual

Organization Memberships 1003

Policy Title: Policy Number:

Section:

Performance Management

Effective Date:

Supersedes Policy Dated:

06/01/2024

06/01/2023

Background: RubinBrown encourages affiliation and membership in professional organizations. Policy: RubinBrown will pay for the cost of two annual membership fees per team member. For most team members, the two memberships consist of the AICPA and a state CPA society. Any additional memberships require annual approval by the team member's Career Advocate(s), if the membership is $250 or less for Manager approval, $500 or less for Partner approval, and Service Unit Leader approval if over $501. Procedure: Team members are encouraged to serve on State CPA Society and AICPA Committees, submit articles to professional publications, serve as discussion leaders, and to speak and present on professional matters. For AICPA and State CPA Society memberships, the team member should email the Learning and Development Department, advising of their interest in those organizations. The Learning & Development Department will advise the AICPA or State CPA society of the team member’s interest and he/she will be added to the firm roster(s). If a team member is interested in joining a professional organization other than these. The team member should seek approval first (see dollar amounts above, and submit the payment remitted and the approval through Concur for memberships that are $500 or less. For requests to join professional organizations that are $500 or higher, the team member should receive written approval from their Service Unit Leader and email the Learning & Development Department with that request and approval. Once received, a member of the Learning & Development department will contact the team member to schedule a 1:1 video conference call to complete the registration and make the payment. All annual renewals for those placed on the firm’s rosters will be processed by the Learning & Development Department. Entities that do not offer firmwide billing rosters, should follow the processes listed above for annual renewal.

RUBINBROWN TEAM MEMBER MANUAL | 97