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PUBLIC SESSION AGENDA NORTH CAROLINA STATE BOARD OF CPA EXAMINERS
APRIL 20, 2020 10:00 A.M.
VIA CONFERENCE CALL I. Administrative Items A. Call to Order
In accordance with North Carolina General Statute 163A-159, it is the duty of every Board member to avoid both conflicts of interest and appearances of conflict. Does any Board member have any known conflict of interest or appearance of conflict with respect to any matters coming before the Board today? If so, please identify the conflict or appearance of conflict and refrain from any undue participation in the particular matter involved.
B. Welcome and Introduction of Guests C. Approval of Agenda (ACTION) D. Minutes (ACTION)
E. Financial/Budgetary Items 1. Financial Statements for March 2020 (ACTION)
II. Legislative & Rule-Making Items
III. National Organization Items IV. State & Local Organization Items V. Committee Reports A. Professional Standards (ACTION) B. Professional Education and Applications (ACTION) C. Personnel (ACTION) VI. Executive Staff and Legal Counsel Report
A. Operational Metrics (FYI) B. Executive Staff Report (FYI)
VII. Public Comments VIII. Closed Session IX. Adjournment
PUBLIC SESSION MINUTES North Carolina State Board of CPA Examiners
March 17, 2020 1101 Oberlin Road Raleigh, NC 27605
MEMBERS ATTENDING: Arthur M. Winstead, Jr., CPA, President; Michael S. Massey, CPA, Vice President; Gary R. Massey, CPA, Secretary-Treasurer (by telephone); Barton W. Baldwin, CPA (by telephone); Bernita W. Demery, CPA(by telephone); Wanda B. Taylor, Esq.; and Jennifer Van Zant, Esq (by telephone).
STAFF ATTENDING: Robert N. Brooks, Executive Director; David R. Nance, CPA, Deputy Director; Frank Trainor, Esq., Staff Attorney; Lisa R. Hearne, Communications Officer; Buck Winslow; Licensing Manager; and Noel L. Allen, Esq., Legal Counsel.
GUESTS: Sharon Bryson, CEO, NCACPA (by telephone) and Mark Soticheck, CPA, COO, NCACPA (by telephone).
CALL TO ORDER: President Winstead called the meeting to order at 1:00 p.m.
MINUTES: The minutes of the February 17, 2020, meeting were approved as submitted.
FINANCIAL AND BUDGETARY ITEMS: The February 2020 financial statements were accepted as submitted.
ELECTION OF OFFICERS: Mr. Winstead and Ms. Taylor moved to nominate and elect Michael S. Massey, CPA, for President, Barton W. Baldwin, CPA, for Vice-President, and Gary R. Massey, CPA, for Secretary-Treasurer, effective April 1, 2020. Motion passed with seven (7)affirmative votes and zero (0) negative votes.
LEGISLATIVE AND RULE-MAKING ITEMS: Mr. Brooks reviewed the draft rule-making schedule for 2020 as well as drafts of three amended rules and one new rule for possible rule-making in 2020.
NATIONAL ORGANIZATION ITEMS: Mr. Brooks provided information from NASBA regarding the closing of the Prometric Test Centers for Uniform CPA Examination candidates from March 17, 2020, through at least April 17, 2020, due to COVID-19. NASBA will extend the Notices to Schedule (NTSs) for all candidates scheduled to sit between April 1, 2020, through June 30, 2020. The Board will identify all candidates who have an open NTSs and credit expiring through June 30, 2020, and review each on a case-by-case basis for a possible extension of the 18-month credit window.
STATE AND LOCAL ORGANIZATION ITEMS: The Joint Dinner and breakfast with the NCACPA was canceled due to COVID19. The Issues Forum and NCACPA Board meeting would continue as scheduled via a virtual meeting on March 18, 2020.
ITEM I-D
Public Session Minutes March 17, 2020
Page 2
Mr. Brooks and Ms. Bryson provided information on the problem of converting canceled CPE group conference events to online CPE event events being eligible for CPE credit due to NASBA’s CPE Sponsor Registry rules. In light of COVID19, the NCACPA had asked for a waiver to give credit for these events. The Board provided guidance to Mr. Brooks for assisting the NCACPA with this opportunity with NASBA. REPORT OF THE PROFESSIONAL STANDARDS COMMITTEE: Mr. M. Massey moved, and the Board approved the following recommendations of the Committee: Case Nos. C2019237-1 and C2019237-2 - Mark T. Hawkins and Hawkins & Hawkins, PC - Approve the signed Consent Order (Appendix I). Case No. C2019307 - Dylan M. McNiff - Approve the signed Consent Order (Appendix II). Case No. C2018297 - Leon Little Rives, II -Mr. M. Massey moved, and Ms. Taylor seconded the motion to approve the Emergency Order for Summary Suspension. Motion passed. (Appendix III). Case Nos. I2012404-1, I2012404-3, C2013084-2, and C2018297 - Leon Little Rives, II - Ms. Taylor moved, and Ms. Demery seconded the motion to approve a Notice of Hearing for July 20, 2020, at 10:00 a.m. Motion passed. REPORT OF THE PROFESSIONAL EDUCATION AND APPLICATIONS COMMITTEE: Mr. G. Massey moved, and the Board approved the following recommendations of the Committee: Transfer of Grades Applications - The Committee recommended that the Board approve the following: Adam David Marthaler Michael Shane McCarthy Carter Porcher Norris Original Certificate Applications - The Committee recommended that the Board approve the following: Leslie Cameron Blazevich Madalina Body Katie Lynn Bond Wendy Alexis Burnes JingYuan Chen Caroline Elizabeth Clark Jonathan James Coleby Jake Austin Connor Joseph Michael Crouse Brian William Donovan Angell Wescott Doughtie Dylan Conrad Edwards
Alexander Miles Erwin Owen James Gaffney, III Meredith Kristian Gay Nicholas Trenton Gilliam Jordan Marcus Gower Joy Ruth Hall Alison Raye Halter Elyse Shizuko Yukiko Hiraoka Daniel Shannon Jones Tevin Delaney Jones Michael Paul Klem Justin William Knight
Public Session Minutes March 17, 2020
Page 3
Spencer Harris Lauber Janelle Elizabeth Lewis Reid Joseph Lichtenberger Adam David Marthaler Michael Shane McCarthy William Ashton McLamb Brian Tu Nguyen Carter Porcher Norris Cheryl Elise Oliver Jasmine Ebony Roach
Kornravee Sintavanon Timothy Milan Sivacek Christopher Evan Snowden Tamara Stanic’ Nicole Marie Storer Rachael Renee Taggio Casper Hill Timberlake, IV Brent Noel Williams, Jr. Elizabeth Caroline Zurawel
Staff reviewed and recommended approval of the original application submitted by Jacob Edwin Hoyle. Mr. Hoyle failed to disclose pertinent information with his Exam application but provided it with his certificate application. Staff recommended approval of the application with a one-year probationary period. The Committee recommended that the Board approve staff recommendation. Reciprocal Certificate Applications - The Committee recommended that the Board approve the following: Joan Elizabeth Atkinson Susan Lynn Dalton James Andrew Hatfield, Jr. Dale-Anne Jekov
Mark Jason Laughner Jonathan Ocampo Christopher John Pallen Eric Reeves
Temporary Permits - The Committee recommended that the Board approve the following temporary permits that were approved by the Executive Director: Megan Wallenhorst Druckrey, T11817 Danny Lanier, Jr., T11818 Scott Foster Armstrong, T11819 Jakub Waldemar Malecki, T11820 Stephen John Marquardt, T11821 Jonathan David Austin, T11822 Nicole Marie Scarborough, T11823 Dennis Marlowe Vaughn, Jr., T11824 Gregory Edward Morrow, T11825 Brian Christopher Laya, T11826 Elizabeth D. Hattaway, T11827 Sharon B. Bell, T11828 Stephen Christopher Arber, T11829
Yijing Teng Wyant, T11830 Nicole Marie Landes, T11831 Lauren Ann Nichols, T11832 Eduard Antony Noriega, T11833 John Hardin Morris, T11834 Jian Shen, T11845 Shawn P. Adamo, T11846 Calvin Wade Troup, T11847 Matthew Scott McGuire, T11848 Ann Sweeney Hawkins, T11849 Randeep Singh Brar, T11850 Peter Migui Theuri, T11851
Reinstatements - The Committee recommended that the Board approve the following: James Kerry Aaron, #40141 Ryan Ritter Dodson, #24326
Dale Kindley Miller, #26819 Elizabeth Hanlon Sands, #35777
Public Session Minutes March 17, 2020
Page 4
Reissuance of New Certificate - The Committee recommended that the Board approve the following applications for reissuance of new certificate: Allison Watkins Lee, #34403 Robert Edward Mallernee, #15095 Firm Registration - The Committee recommended that the Board approve the professional limited liability company Anna Larson CPA PLLC that was approved by the Executive Director. Extension Request - The Committee recommended that the Board approve Karen A. McKay, #18079, for an extension for completion of CPE until April 1, 2019. Letters of Warning - The Committee recommended that the Board approve the requests to rescind the Letter of Warning issued to the following individuals: Paul David Johnson, #35815 Karen A. McKay, #18079 Examinations - The Committee recommended that the Board approve the following staff-approved applicants to sit for the Uniform CPA Examination: Shannan Adams Yusif Al-Yemeni Amy Andrews Peter Anzano Sterling Atkinson Alanna Aungvibool Joanne Aydain Tasha Barnes Ryan Beckman Bradley Bennett William Black Brittany Blackwell Margaret Bloodworth Letitia Boger Kristen Boley Seth Brim Nolan Brown Zachary Brown Jack Bruns Laura Bryant Rebecca Carroll Chandler Caudill Peter Cerquone Quincei Clark Isabella Colasante Amanda Corso Lynn Couturier
Caroline Cox Amanda Crnic Sarah Day Julia Dillard Zachary Dougherty Emilee Drake Stewart Dula Jessica Earles Corey Edge Amber Elgin Carlyn Flake George Francis Laura Fulp Thomas Galligan Michael Giannuzzi Sascha Gibson Mary Gillentine Kyle Gosland Elondia Grant Lauren Greene Maxwell Gregory Cynthia Grose Aaron Gulibon Madelyn Hayes Scarlett Heddle Rachael Hendershott Floyd Henderson
Public Session Minutes March 17, 2020
Page 5
Cameron Hendrickson Evan Hill Jacob Hopkins Michael House Isaac Irby Hannah Jabusch Ibreta Jackson Hailee Jarry Donna Johnson Brenda Jones John Kadechka Thomas Kessler Lorren Kidd Georganne Kubic Sandra Lafontaine Jenna Landis Ruby Lansdell Melody Leekley Steven Leerberg Cory Lloyd Maineng Lo Cristy Love John Lucas Hunter Lutz Michael Madigan Robin Mangum Catherine Marsh Candra Mathis Jessica Matthews Joseph McCann Magdalena McCormack Franklin McLaurin Crystal McNair Andrew Mihok Jenneth Mitchell Madison Mitchell Jack Mock Jonathan Mohl Stenn Monson Robert Morgan Dennis Munise Emanuel Nasui Briggs Neal Kerri Nile Alicia Oates Nathan Olivier Samantha Ostmann Chandler Page
Sarah Parker Taylor Parks William Perrault Greg Phillips Blake Pierce Caroline Piper Kara Plotner Katelyn Prichard Brady Proffitt Sheetal Puri Melissa Ratcliff John Reda Rachel Regan William Rhyne Yasmeen Richie Sophie Ricks Jenna Riglick Francisco Rojas-Descalzi Sierra Rolon Jocelyn Rosario Daniel Ruggiero Matthew Ryan Omar Sadou Mamadou Kwabena Sarpong Marie Saunders Steven Savicki Benjamin Sawyer Leigh Schmidt Daniel Sferruzzo Amanda Shaughnessy Julie Sherrill Allison Shikorsky Gary Sigafoos Angela Silver Evin Sims Katherine Sirls Christopher Soto Benjamin Starr Gongtao Sun Charnice Taylor Cara Tillis Joshua Tripp Joshua VanWingerden Alexis Walker Reed Warren William Weeks Alexander Wetzel Sanailer Whidbee
Public Session Minutes March 17, 2020
Page 6
Kerrie Williams Jamila Wilson-Davis Victoria Winstead Tyja Wise
Daniel Wolf Nathan Wonsch Miranda Wronecki Jack Xie
Firm Renewal and Peer Review Matters – The firms listed below submitted a renewal or termination notice less than 60 days after the deadline. Staff recommended referral to the Professional Standards Committee. The Committee recommended that the Board approve staff recommendation: Timothy Spahr, CPA, MBA, CMA, P.L.L.C. Timothy David Spahr, #40056 Catherine W. Johnson, CPA, PC Catherine Wilson Johnson, #27544 REPORT OF THE AUDIT COMMITTEE – Mr. G. Massey reported that an RFP for the annual Board audit had been advertised for bids, and the Committee had recommended Bernard Robinson & Company, LLP. Mr. G. Massey moved, and the Board approved the recommendation of the Committee. EXECUTIVE STAFF AND LEGAL COUNSEL REPORT: The Executive staff provided the monthly operational metrics and the Executive Staff Report. ADJOURNMENT: Mr. M. Massey and Ms. Taylor moved to adjourn the meeting at 2:14 p.m. Motion passed. Respectfully submitted: Attested to by: Robert N. Brooks Arthur M. Winstead, Jr., CPA Executive Director President
Org 2020 2019 2018 2017 2016Mth # # # # #
April 61 70 55 97 97May 70 77 58 85 78June 62 61 57 110 77July 92 66 38 74 66Aug 51 62 50 85 52Sept 54 48 59 83 51Oct 62 84 47 60 64Nov 58 82 79 104 62Dec 83 81 79 115 139Jan 111 91 131 129 121Feb 70 74 39 58 101March 41 45 66 67 92
Avg 68 70 63 89 83
Org 2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 61 70 55 97 97May 131 147 113 182 175June 193 208 170 292 252July 285 274 208 366 318Aug 336 336 258 451 370Sept 390 384 317 534 421Oct 452 468 364 594 485Nov 510 550 443 698 547Dec 593 631 522 813 686Jan 704 722 653 942 807Feb 774 796 692 1000 908March 815 841 758 1067 1000
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Re-Ex 2020 2019 2018 2017 2016Mth # # # # #
April 195 211 178 191 180May 196 136 182 203 151June 222 149 159 266 312July 172 235 146 204 178Aug 164 136 187 237 155Sept 185 218 267 297 296Oct 194 175 196 177 154Nov 144 116 126 183 151Dec 177 133 154 276 276Jan 145 145 178 189 139Feb 112 124 107 130 141March 139 190 236 276 305
Avg 170 164 176 219 203
Re-Ex 2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 195 211 178 191 180May 391 347 360 394 331June 613 496 519 660 643July 785 731 665 864 821Aug 949 867 852 1101 976Sept 1134 1085 1119 1398 1272Oct 1328 1260 1315 1575 1426Nov 1472 1376 1441 1758 1577Dec 1649 1509 1595 2034 1853Jan 1794 1654 1773 2223 1992Feb 1906 1778 1880 2353 2133March 2045 1968 2116 2629 2438
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Org 2020 2019 2018 2017 2016Mth # # # # #
April 42 32 32 60 48May 37 61 51 42 40June 0 0 0 0 0July 62 57 68 96 60Aug 49 41 39 36 100Sept 84 44 42 42 44Oct 36 77 62 56 74Nov 62 70 46 72 45Dec 1 2 0 0 0Jan 112 108 117 108 133Feb 50 57 73 66 68March 44 35 36 70 43
Avg 48 49 47 54 55
Org 2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 42 32 32 60 48May 79 93 83 102 88June 79 93 83 102 88July 141 150 151 198 148Aug 190 191 190 234 248Sept 274 235 232 276 292Oct 310 312 294 332 366Nov 372 382 340 404 411Dec 373 384 340 404 411Jan 485 492 457 512 544Feb 535 549 530 578 612March 579 584 566 648 655
NC State Board of CPA ExaminersMonthly and Year-to-Date Operational Metrics
License Applications
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Recp 2020 2019 2018 2017 2016Mth # # # # #
April 70 52 68 69 61May 9 13 9 18 11June 2 0 1 2 4July 37 59 58 53 54Aug 44 4 4 8 21Sept 2 3 2 4 5Oct 56 113 93 82 70Nov 69 42 25 32 27Dec 26 35 24 4 2Jan 17 33 12 34 36Feb 10 10 20 17 12March 8 7 5 12 3
Avg 29 31 27 28 26
Recp 2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 70 52 68 69 61May 79 65 77 87 72June 81 65 78 89 76July 118 124 136 142 130Aug 162 128 140 150 151Sept 164 131 142 154 156Oct 220 244 235 236 226Nov 289 286 260 268 253Dec 315 321 284 272 255Jan 332 354 296 306 291Feb 342 364 316 323 303March 350 371 321 335 306
NC State Board of CPA ExaminersMonthly and Year-to-Date Operational Metrics
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2020 2019 2018 2017 2016Mth # # # # #
April 7 12 7 3 18May 14 13 12 14 11June 25 7 16 8 17July 11 3 19 6 13Aug 6 23 22 14 11Sept 5 7 14 8 25Oct 11 10 23 9 13Nov 12 9 15 14 14Dec 16 11 15 30 22Jan 26 21 30 24 28Feb 11 22 18 18 16March 5 12 10 19 17
Avg 12 13 17 14 17
2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 7 12 7 3 18May 21 25 19 17 29June 46 32 35 25 46July 57 35 54 31 59Aug 63 58 76 45 70Sept 68 65 90 53 95Oct 79 75 113 62 108Nov 91 84 128 76 122Dec 107 95 143 106 144Jan 133 116 173 130 172Feb 144 138 191 148 188March 149 150 201 167 205
NC State Board of CPA ExaminersMonthly and Year-to-Date Operational Metrics
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Open 2020 2019 2018 2017 2016Mth # # # # #
April 28 27 30 27 7May 18 95 24 16 26June 25 61 5 33 6July 37 62 36 17 10Aug 67 58 65 68 31Sept 14 34 29 65 27Oct 14 12 24 53 53Nov 11 5 7 22 26Dec 31 6 6 7 9Jan 33 33 18 35 12Feb 16 43 16 17 17March 18 18 14 16 34
Avg 26 38 23 31 22
Open 2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 28 27 30 27 7May 46 122 54 43 33June 71 183 59 76 39July 108 245 95 93 49Aug 175 303 160 161 80Sept 189 337 189 226 107Oct 203 349 213 279 160Nov 214 354 220 301 186Dec 245 360 226 308 195Jan 278 393 244 343 207Feb 294 436 260 360 224March 312 454 274 376 258
NC State Board of CPA ExaminersMonthly and Year-to-Date Operational Metrics
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Prof Stds Open Cases - Yr to Date
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Closed 2020 2019 2018 2017 2016Mth # # # # #
April 30 16 25 31 38May 25 44 16 23 18June 26 68 18 20 21July 21 54 16 42 32Aug 49 63 29 27 27Sept 26 49 42 27 33Oct 39 45 17 53 32Nov 23 42 18 72 25Dec 25 15 23 26 24Jan 25 20 15 49 17Feb 23 22 11 30 21March 19 21 14 22 19
Avg 28 38 20 35 26
Closed 2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 30 16 25 31 38May 55 60 41 54 56June 81 128 59 74 77July 102 182 75 116 109Aug 151 245 104 143 136Sept 177 294 146 170 169Oct 216 339 163 223 201Nov 239 381 181 295 226Dec 264 396 204 321 250Jan 289 416 219 370 267Feb 312 438 230 400 288March 331 459 244 422 307
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2020 2019 2018 2017 2016Mth # # # # #
April 30 50 50 38 29May 58 73 89 63 73June 221 194 169 150 126July 123 67 90 60 90Aug 9 17 6 14 6Sept 11 3 10 6 7Oct 20 13 24 12 21Nov 26 15 26 27 25Dec 73 38 40 59 35Jan 32 52 47 34 42Feb 15 15 14 16 17March 6 16 8 24 19
Avg 52 46 48 42 41
2020 2019 2018 2017 2016Mth Sum Sum Sum Sum Sum
April 30 50 50 38 29May 88 123 139 101 102June 309 317 308 251 228July 432 384 398 311 318Aug 441 401 404 325 324Sept 452 404 414 331 331Oct 472 417 438 343 352Nov 498 432 464 370 377Dec 571 470 504 429 412Jan 603 522 551 463 454Feb 618 537 565 479 471March 624 553 573 503 490
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Month Initial Re-Exam Month Original Reciprocal Month Total Month Begin Bal Open Closed End Bal Month TotalJan-15 107 130 Jan-15 96 51 Jan-15 18 Jan-15 202 66 54 214 Jan-15 47Feb-15 62 110 Feb-15 64 16 Feb-15 20 Feb-15 214 22 40 196 Feb-15 13Mar-15 82 227 Mar-15 48 4 Mar-15 12 Mar-15 196 40 38 198 Mar-15 18Apr-15 97 180 Apr-15 48 61 Apr-15 18 Apr-15 198 7 38 167 Apr-15 29
May-15 78 151 May-15 40 11 May-15 11 May-15 167 26 18 175 May-15 73Jun-15 77 312 Jun-15 0 4 Jun-15 17 Jun-15 175 6 21 160 Jun-15 126Jul-15 66 178 Jul-15 60 54 Jul-15 13 Jul-15 160 10 32 138 Jul-15 90
Aug-15 52 155 Aug-15 100 21 Aug-15 11 Aug-15 138 31 27 142 Aug-15 6Sep-15 51 296 Sep-15 44 5 Sep-15 25 Sep-15 142 27 33 136 Sep-15 7Oct-15 64 154 Oct-15 74 70 Oct-15 13 Oct-15 136 53 32 157 Oct-15 21Nov-15 62 151 Nov-15 45 27 Nov-15 14 Nov-15 157 26 25 158 Nov-15 25Dec-15 139 276 Dec-15 0 2 Dec-15 22 Dec-15 158 9 24 143 Dec-15 35Jan-16 121 139 Jan-16 133 36 Jan-16 28 Jan-16 143 12 17 138 Jan-16 42Feb-16 101 141 Feb-16 68 12 Feb-16 16 Feb-16 138 17 21 134 Feb-16 17Mar-16 92 305 Mar-16 43 3 Mar-16 17 Mar-16 134 34 19 149 Mar-16 19Apr-16 97 191 Apr-16 60 69 Apr-16 3 Apr-16 149 27 31 145 Apr-16 38
May-16 85 203 May-16 42 18 May-16 14 May-16 145 16 23 138 May-16 63Jun-16 110 266 Jun-16 0 2 Jun-16 8 Jun-16 138 33 20 151 Jun-16 150Jul-16 74 204 Jul-16 96 53 Jul-16 6 Jul-16 151 17 42 126 Jul-16 60
Aug-16 85 237 Aug-16 36 8 Aug-16 14 Aug-16 126 68 27 167 Aug-16 14Sep-16 83 297 Sep-16 42 4 Sep-16 8 Sep-16 167 65 27 205 Sep-16 6Oct-16 60 177 Oct-16 56 82 Oct-16 9 Oct-16 205 53 53 205 Oct-16 12Nov-16 104 183 Nov-16 72 32 Nov-16 14 Nov-16 205 22 72 155 Nov-16 27Dec-16 115 276 Dec-16 0 4 Dec-16 30 Dec-16 155 7 26 136 Dec-16 59Jan-17 129 189 Jan-17 108 34 Jan-17 24 Jan-17 136 35 49 122 Jan-17 34Feb-17 58 130 Feb-17 66 17 Feb-17 18 Feb-17 122 17 30 109 Feb-17 16Mar-17 67 276 Mar-17 70 12 Mar-17 19 Mar-17 109 16 22 103 Mar-17 24Apr-17 55 178 Apr-17 32 68 Apr-17 7 Apr-17 103 30 25 108 Apr-17 50
May-17 58 182 May-17 51 9 May-17 12 May-17 108 24 16 116 May-17 89Jun-17 57 159 Jun-17 0 1 Jun-17 16 Jun-17 116 5 18 103 Jun-17 169Jul-17 38 146 Jul-17 68 58 Jul-17 19 Jul-17 103 36 16 123 Jul-17 90
Aug-17 50 187 Aug-17 39 4 Aug-17 22 Aug-17 123 65 29 159 Aug-17 6Sep-17 59 267 Sep-17 42 2 Sep-17 14 Sep-17 159 29 42 146 Sep-17 10Oct-17 47 196 Oct-17 62 93 Oct-17 23 Oct-17 146 24 17 153 Oct-17 24Nov-17 79 126 Nov-17 46 25 Nov-17 15 Nov-17 153 7 18 142 Nov-17 26Dec-17 79 154 Dec-17 0 24 Dec-17 15 Dec-17 142 6 23 125 Dec-17 40Jan-18 131 178 Jan-18 117 12 Jan-18 30 Jan-18 125 18 15 128 Jan-18 47Feb-18 39 107 Feb-18 73 20 Feb-18 18 Feb-18 128 16 11 133 Feb-18 14Mar-18 66 236 Mar-18 36 5 Mar-18 10 Mar-18 133 14 14 133 Mar-18 8Apr-18 70 211 Apr-18 32 52 Apr-18 12 Apr-18 133 27 16 144 Apr-18 50
May-18 77 136 May-18 61 13 May-18 13 May-18 144 95 44 195 May-18 73Jun-18 61 149 Jun-18 0 0 Jun-18 7 Jun-18 195 61 68 188 Jun-18 194Jul-18 66 235 Jul-18 57 59 Jul-18 3 Jul-18 188 62 54 196 Jul-18 67
Aug-18 62 136 Aug-18 41 4 Aug-18 23 Aug-18 196 58 63 191 Aug-18 17Sep-18 48 218 Sep-18 44 3 Sep-18 7 Sep-18 191 34 49 176 Sep-18 3Oct-18 84 175 Oct-18 77 113 Oct-18 10 Oct-18 176 12 45 143 Oct-18 13Nov-18 82 116 Nov-18 70 42 Nov-18 9 Nov-18 143 5 42 106 Nov-18 15Dec-18 81 133 Dec-18 2 35 Dec-18 11 Dec-18 106 6 15 97 Dec-18 38Jan-19 91 145 Jan-19 108 33 Jan-19 21 Jan-19 97 33 20 110 Jan-19 52Feb-19 74 124 Feb-19 57 10 Feb-19 22 Feb-19 110 43 22 131 Feb-19 15Mar-19 45 190 Mar-19 35 7 Mar-19 12 Mar-19 131 18 21 128 Mar-19 16Apr-19 61 195 Apr-19 42 70 Apr-19 7 Apr-19 128 28 30 126 Apr-19 30
May-19 70 196 May-19 37 9 May-19 14 May-19 126 18 25 119 May-19 58Jun-19 62 222 Jun-19 0 2 Jun-19 25 Jun-19 119 25 26 118 Jun-19 221Jul-19 92 172 Jul-19 62 37 Jul-19 11 Jul-19 118 37 21 134 Jul-19 123
Exam Applications Certificate Applications CPA Firm Registrations Professional Stds Cases Inactive
Month Initial Re-Exam Month Original Reciprocal Month Total Month Begin Bal Open Closed End Bal Month Total
Exam Applications Certificate Applications CPA Firm Registrations Professional Stds Cases Inactive
Aug-19 51 164 Aug-19 49 44 Aug-19 6 Aug-19 134 67 49 152 Aug-19 9Sep-19 54 185 Sep-19 84 2 Sep-19 5 Sep-19 152 14 26 140 Sep-19 11Oct-19 62 194 Oct-19 36 56 Oct-19 11 Oct-19 140 14 39 115 Oct-19 20Nov-19 58 144 Nov-19 62 69 Nov-19 12 Nov-19 115 11 23 103 Nov-19 26Dec-19 83 177 Dec-19 1 26 Dec-19 16 Dec-19 103 31 25 109 Dec-19 73Jan-20 111 145 Jan-20 112 17 Jan-20 26 Jan-20 109 33 25 117 Jan-20 32Feb-20 70 112 Feb-20 50 10 Feb-20 11 Feb-20 117 16 23 110 Feb-20 15Mar-20 41 139 Mar-20 44 8 Mar-20 5 Mar-20 110 18 19 109 Mar-20 6Apr-20 0 0 Apr-20 0 0 Apr-20 0 Apr-20 109 0 0 109 Apr-20 0
May-20 0 0 May-20 0 0 May-20 0 May-20 109 0 0 109 May-20 0Jun-20 0 0 Jun-20 0 0 Jun-20 0 Jun-20 109 0 0 109 Jun-20 0Jul-20 0 0 Jul-20 0 0 Jul-20 0 Jul-20 109 0 0 109 Jul-20 0
Aug-20 0 0 Aug-20 0 0 Aug-20 0 Aug-20 109 0 0 109 Aug-20 0Sep-20 0 0 Sep-20 0 0 Sep-20 0 Sep-20 109 0 0 109 Sep-20 0Oct-20 0 0 Oct-20 0 0 Oct-20 0 Oct-20 109 0 0 109 Oct-20 0Nov-20 0 0 Nov-20 0 0 Nov-20 0 Nov-20 109 0 0 109 Nov-20 0Dec-20 0 0 Dec-20 0 0 Dec-20 0 Dec-20 109 0 0 109 Dec-20 0Jan-21 0 0 Jan-21 0 0 Jan-21 0 Jan-21 109 0 0 109 Jan-21 0Feb-21 0 0 Feb-21 0 0 Feb-21 0 Feb-21 109 0 0 109 Feb-21 0Mar-21 0 0 Mar-21 0 0 Mar-21 0 Mar-21 109 0 0 109 Mar-21 0Apr-21 0 0 Apr-21 0 0 Apr-21 0 Apr-21 109 0 0 109 Apr-21 0
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response totals as of Mar 25 2020 02:01:34 PM CDTtotal emails sent: 22708total received: 22668 99.80%total bounces: (7 hard) 40 0.20%
People who opened it: 9539 42.08%Total Clicks: 4163 43.60%People who opted out: 4 0.02%New people who signed up: 0 0.00%
Clicks on links:link 1: .jpg - (https://nccpaboard.gov/): 57 1.37%link 2: .jpg - (https://nccpaboard.gov/wp-content/uploads/2020/03/03-2020-Activity-Review.pdf): 479 11.51%link 3: nccpaboard.gov - (https://nccpaboard.gov/): 10 0.24%link 4: VIEW THE MARCH 2020 EDITION - (https://nccpaboard.gov/wp-content/uploads/2020/03/03-2020-Activity-Review.pdf): 3542 85.08%link 5: website - (http://nccpaboard.gov/welcome/activity-review/): 75 1.80%
Social sharing: 23
Shares via Email: 7Shares on Facebook: 5Shares on Twitter: 8Shares on Linked-In: 3
AnalyticsNC CPA Board website
All Web Site DataAudience Overview
Mar 1, 2020 - Mar 31, 2020Compare to: Feb 1, 2020 - Feb 29, 2020
Overview
Mar 1, 2020 - Mar 31, 2020
Feb 1, 2020 - Feb 29, 2020
Mar 1, 2020 - Mar 31, 2020: UsersFeb 1, 2020 - Feb 29, 2020: Users
… Mar 3 Mar 5 Mar 7 Mar 9 Mar 11 Mar 13 Mar 15 Mar 17 Mar 19 Mar 21 Mar 23 Mar 25 Mar 27 Mar 29 Mar 31
200200200
400400400
600600600
Users
-9.89%6,197 vs 6,877
New Users
-11.12%5,068 vs 5,702
Sessions
-12.27%8,731 vs 9,952
Number of Sessions per User
-2.64%1.41 vs 1.45
Pageviews
-16.34%20,277 vs 24,236
Pages / Session
-4.63%2.32 vs 2.44
Avg. Session Duration
-8.81%00:02:39 vs 00:02:54
New Visitor Returning Visitor
26.7%
73.3%
27.5%
72.5%
All Users+0.00% Users
EXECUTIVE STAFF REPORT March 2020
BOE Conference Call: On March 2, Bob participated in a conference call meeting of the AICPA Board of Examiners (BOE) with Executive Directors and other Exam stakeholders.
Breakfast Meeting: David and Bob had their monthly meeting with the NCACPA’s Sharon Bryson and Mark Soticheck on March 10.
NASBA CBT Examination Admin. Committee: On March 17, Bob participated in a conference call meeting of the committee.
Succession Planning Joint Task Force: On March 17, David and Bob participated in the first meeting of the Joint Task Force on the in Greensboro at the office DMJ CPAs. All Task Force members were present, as were Sharon Bryson and Mark Soticheck.
Issues Forum: Bob, David, and Frank participated in the Issues Forum conference call with the Board and NCACPA Board on March 18.
NCACPA Board Meeting: On March 18, Bob participated in the conference call meeting of the NCACPA Board.
NASBA Executive Directors/Legal Counsel Conference: David and Frank participated in the Executive Directors and Legal Counsel Conference Zoom meeting on March 18. David and Frank made presentations to the conference attendees.
CPA Evolution Webinar: Bob participated in the CPA evolution webinar presented by NASBA on March 26.
ITEM VI-B