Chapter met for our regular monthly meeting on Monday, 24 Jul 2017, 6:00 P.M.,
at Sagebrush Restaurant in Asheboro, NC. There were 12 members and 3 guests
present. President Kevin Robinson called the meeting to order and welcomed
everyone to the meeting.
The minutes of the previous meeting had been emailed to members so a motion was
made to dispense with the reading of those minutes. The motion was seconded and
Treasurer James Upton presented his final treasurer’s report for the fiscal
year, and the duties of treasurer were handed off to the new treasurer, Margie
Strider. The checking account balance was $2,767.58 and the chapter had a gain
of $373.80 during the 2016-17 year. $660 dues were paid and $2,010 in
scholarships were collected and remitted.
Upcoming continuing education opportunities were discussed, including the fall
Professional Accounting Seminar, practitioners’ forum, PTI tax schools and NCSU
Vice president Julie McNeill reported that Rep. Mark Walker has been invited to
speak at our legislative meeting and we are awaiting a reply. The date of the
legislative meeting will be determined by Rep. Walker’s response.
The following officers were installed by the chapter for the upcoming year:
President: Kevin Robinson
Vice President: Julie McNeill
Secretary: Lori Stiles
Treasurer: Margie Strider
The evening’s featured speaker was Matthew Smith of Insurance Associates of the
Triad. Matthew spoke about insurance issues that relate both to our clients and
our own practices, primarily workers compensation, errors and omissions and
data breach (cyber liability) insurance. His presentation was helpful and
The meeting adjourned at 8:05 PM.
The August meeting will be held on Monday, 28 August 2017, at Sagebrush
Restaurant in Asheboro, NC. The speaker is yet to be determined.
Lori A. Stiles