National Association of Black Accountants

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National Association of Black Accountants Charlotte Chapter Corporate Prospectus NABA Charlotte P.O. Box 36694 Charlotte, NC 28236 www.nabacharlotte.org

2 Table of Contents Introduction... 1 NABA Overview... 2 NABA Charlotte Demographics Professionals... 3 NABA Charlotte Demographics Students... 4 Charlotte Programs and Services... 5 NABA Charlotte Initiatives... 6 Benefits of Corporate Partnership... 7 Opportunities for Corporate Partnership... 7 Corporate Partnership Levels... 8 NABA Charlotte Executive Board... 9 Listing of Current Corporate Partners... 10 Corporate Partnership Form....11

Introduction Dear Prospective Corporate Partner: The National Association of Black Accountants, Inc. (NABA) is the nation s premier professional organization for minorities in accounting, finance, and business-related professions. We represent the interests of over 100,000 African-Americans and other minorities participating in the fields of accounting, auditing, business consulting, finance, and information technology. Approximately 51% of NABA s members are employed in corporate America, 50% have advanced degrees, and 45% hold professional certificates. We are a resource to facilitate greater participation of minorities in all facets of the corporate community as it addresses the demands of a global economy. From entry-level positions to senior executives and entrepreneurs, NABA members represent the driving force behind many corporations, governments, and educational institutions. Lifting As We Climb has been NABA s motto since our inception. At our core is a mission to encourage and cultivate interest among diverse professionals and students in the accounting and finance professions. This year, our mission will primarily be achieved through direct contributions from our corporate sponsors, to our Scholarship Fund, and/or Accounting Careers Awareness Program (ACAP). A strategic partnership with the Charlotte Area corporate community has been vital to our continued growth, and through ongoing and new support we are able to establish and maintain various community service activities. We also anticipate initiating new programs and continued professional development for our professional and student members. NABA's success is due to its ability to positively impact its members by providing an environment that cultivates and nurtures members talents while allowing them to build on skills that will assist them in their career development. NABA challenges them to reach the highest levels of their professional potential, and to give back to the communities in which they live and work. We are also proud of the long-lasting partnerships we have developed with the corporate community. We must continue to seek growth and build for the future. We look forward to your participation as a corporate partner. I thank you for your time and consideration of this partnership opportunity. Sincerely, Victoria Pittman NABA Charlotte Chapter President

2 NABA Overview HISTORY NABA was founded in 1969 by nine African American professionals who were concerned with the limited participation of minorities in the accounting profession, particularly in the number of Certified Public Accountants (CPAs). In 1969, there were an estimated 10,000 African-American accountants, of which only 100 were CPAs. Today, there are more than 5,000 CPAs the growth due in part to the tireless efforts of our membership organization. MISSION AND GOALS NABA s mission is to address the professional needs of its members and to build leaders that shape the future of the accounting and finance professions with an unfaltering commitment to inspire the same in their successors. NABA is dedicated to uniting accountants and other business professionals, as well as accounting and business students, who are committed to professional and academic excellence. NABA S NATIONAL STRATEGIC PLAN Organizational Effectiveness NABA s National Office is seen as a shared service center and source of standardization by all four regions and 50+ chapters Programs NABA strives to promote and develop the personal and professional skills of our members through professional, leadership development, mentoring and scholarship programs. Additionally, the Accounting Career Awareness Program (ACAP) caters to the developmental needs of high school students with an emphasis on pursuing higher education, primarily in accounting and business. Leadership increase in pipeline for leadership positions at the chapter / regional / national levels NABA S REGIONAL PROGRAM Each year, we hold student conferences in four regions of the country to further our mission and encourage our students. NABA s network of 150 professional and student chapters, all dedicated to excellence, has helped to make this association a major force within the accounting and finance professions. The conferences offer corporations the opportunity to address their firms strategic staffing needs by recruiting topperforming students for internships and permanent employment. The NABA Conferences simultaneously provide an opportunity to promote the companies commitment to diversity. The students have an opportunity to attend sessions on résumé writing, mock interviews, and professional ethics as well as build their interpersonal skills with the aid and guidance of our professional members. It is an ideal environment where we promote mentoring and networking. Financial Self-Sufficiency through the establishment of a $50 million endowment for programs and scholarships and sufficient revenues from membership dues to sustain operations External Influence NABA is recognized as an influential body by select groups spanning the globe

NABA Charlotte Demographics - Professionals The diversity of NABA Charlotte is one of the most valuable benefits to our members and corporate partners. Our professional membership is made up of men and women working in a variety of business fields across industries. Our membership consists of individuals with advanced degrees, professional certifications, and a wide spectrum of experience type and tenure. Men: 42% Women: 58% Members with an Advanced Degree and/or Professional Certification: 40% Years of Experience 15+: 22% 5-15: 57% 0-5: 21%

4 NABA Charlotte Demographics Students Our student membership is made up of young men and young women, with a variety of business majors that are committed to learning more about the accounting and finance processions. We currently have 50 student members. The average GPA of our student members is 3.4 out of 4.0. Men: 40% Women: 60% Traditional: 95% Non-traditional: 5%

Charlotte Programs and Services The Charlotte Chapter is very proud of the many programs and services that we offer as a professional organization, which include: Professional and Career Development Student Scholarships & Development Leadership Development Mentoring Job Opportunities Networking Opportunities Community Service Regional Student Conference Student Scholarships & Development

6 NABA Charlotte Initiatives PROFESSIONAL AND LEADERSHIP DEVELOPMENT (MONTHLY); ESTIMATED COST $2,000 NABA strives to promote and develop personal and professional skills of our members through our general monthly meetings. By offering a wide variety of topics, we are able to keep our members business savvy and ready for any challenge as well as earn CPE credit. In addition to our general monthly meetings, we also offer a National Convention where we partner with professionals and educators from around the U.S. to build our personal and professional network. NETWORKING OPPORTUNITIES; VARIES ON VENUE NABA Charlotte provides opportunities for corporate partners, members and potential members to network in social settings on a quarterly basis. This is an opportunity for corporate brand expansion and for meeting diverse talent. PUBLIC ACCOUNTING MENTORING PROGRAM; ESTIMATED COST $1,000 NABA Charlotte professional members working in public accounting firms will have the opportunity to participate in a mentor program designed specifically for manager-level members and above. The goal of this program is to address retention and advancement needs of our public accounting corporate partners. STUDENT MEMBER DEVELOPMENT PROGRAM; ESTIMATED COST $12,000 The Student Members Programs are designed to prepare area college students in the areas of leadership, professional development and career planning. Semi-Annually we host one to two full day seminars that are packed corporate partners and third-party professional speakers targeting topics to include personal branding, networking, resume building & much more. The professional development seminars are designed to prepare students for the Regional Student Conferences held in Atlanta, GA. In regards to the Student Conference, the professional chapter provides lodging for students and for the professional NABA members who volunteer. In addition, we currently have a mentoring program for students to prepare them for their professional careers. The program will match them with our professional members to focus on leadership skills that will enable students to be successful in Corporate America. SCHOLARSHIP PROGRAM (APRIL); ESTIMATED COST $10,000 The Charlotte Chapter awards scholarships to undergraduate students and students enrolled in five-year accounting programs. Scholarship applicants must be an ethnic minority, have a declared major in the field of business (including accounting, marketing, or business), and have an overall grade point average of 3.4. NABA is dedicated to helping minority students succeed in their educational endeavors. We have awarded approximately $60,000 in scholarships over the last nine years. ACCOUNTING CAREERS AWARENESS PROGRAM ACAP (JUNE / JULY); ESTIMATED COST $15,000 The Accounting Career Awareness Program (ACAP), a part of NABA s Center for Advancement of Minority Accountants (CAMA), is an innovative career development program designed specifically for minority students who are rising sophomores, juniors and seniors in high school. The program is held in 18 major cities across the country, including Charlotte, NC. Its primary objective is to increase the number of high school students from underrepresented minority groups that attend college and major in accounting. Locally, it is a weeklong overnight summer residency camp held on the campus of Queens University at no cost to the participating students. We provide a taste of the college life by doing group case studies centered in business, a corporate tour, and a host of professional development seminars.

Benefits of Corporate Partnership The Charlotte Chapter truly appreciates the continuous support that we receive from our Corporate Partners each year. We also value the relationships that we have worked so hard to establish. The following are some of the key benefits of being a Corporate Partner with NABA: National recognition as a partner of one of the nation s largest minority professional organizations. Utilization of NABA as a resource to meet your diversity needs in an increasingly diverse workforce. Opportunity to network with diverse and highly qualified accounting, finance, and other businessrelated professionals. Opportunity to expand brand recognition and showcase your company s products and services in potentially untapped markets. Opportunity to recruit at the Student Conferences, or Chapter Networking events. Opportunity for a company representative to speak at a Chapter meeting, Student Conference, Accounting Career Awareness Program or Networking Event Opportunities for Corporate Partnership Membership Reception** Scholarship Reception** Scholarships* CPE Technical Session Networking Event * Scholarships prodided to students in imcrements of $1,000. Company name attached to scholarships at the Sponsor level and above only. ** Includes branding of Company name/logo in the program. Additional Partnership Information All partners are entitled to the opportunity to meet and interview extraordinary candidates. Partners at the Gold level and above are entitled to display their logo on NABA Charlotte events subject to the limitations and the discretion of NABA Charlotte. Recognition on our websites and in newsletters and other publications. Inclusion on the National, Regional, and Chapter distribution lists. Free job postings with every level of participation.

8 Corporate Partnership Levels LEVEL I PLATINUM $10,000 LEVEL IV Bronze $2,500 2 scholarships in Company Name NABA Student Member Development sponsor Charlotte NABA Board Seat Website Advertising & Job Posting Opportunity to meet and interview extraordinary candidates Logo display at NABA Charlotte Events. 1 scholarship in Company Name Charlotte NABA Board Seat Website Advertising & Job Posting Opportunity to meet and interview extraordinary candidates LEVEL II GOLD $7,500 2 scholarships in Company Name ACAP sponsor Charlotte NABA Board Seat Website Advertising & Job Posting Opportunity to meet and interview extraordinary candidates Logo display at NABA Charlotte Events LEVEL III SILVER $5,000 1 scholarships in Company Name 1 CPE event sponsor Charlotte NABA Board Seat Website Advertising & Job Posting Opportunity to meet and interview extraordinary candidates We are also happy to discuss a custom partnership opportunity to better suit the needs of your particular company

2015 2016 NABA Charlotte Leadership Executive Board Victoria Pittman President Coretta Williams Vice President Meghan Hamilton Vice President Jared Mitchell Treasurer Porshah Hilliard Secretary Joseph Smith Jevon Thomas Professional Membership Director Stephanie Parrish-Chester Professional Development Director Latesha Byrd Deborah Nazaire Student Member Services Director Donnieka Smith Jerome Williams Accounting Career Awareness Program Directors Trystan McNeill Community Relations & Marketing Director Vacant Corporate Partnership Director Michael Giles Immediate Past President

10 NABA Charlotte FY 2015 Corporate Partners

Corporate Partnership Form NABA Charlotte P.O. Box 36694 Charlotte, NC 28236 www.nabacharlotte.org info@nabacharlotte.org Corporate Partnership Form Company Name: Address: Contact Person/Title: Phone: Fax Number: Email: My company will partner with NABA Charlotte at the following level: (please check one) Platinum $10,000 Gold $7,500 Silver $5,000 Bronze $ 2,500 Please remit this form along with your check payable to NABA Charlotte at our above P.O. Box. Retain a copy of this form for your records and direct any questions regarding Corporate Partnership to Victoria Pittman (980) 333-2214.