Speaker Resources

For Your reference

AICPA CPA Marketing Toolkit
Speaking to a Student Audience
Speaking to a Business Audience
Speaking to an Audience of Individuals
General Financial Literacy Speaking Tools (various topics)

The MACPA provides current and relevant speaker resource materials for CPAs. From speaking to an audience of high school students to presenting to business owners at a Chamber of Commerce meeting, you will be well-prepared with the tools provided.

Speaking to a Student Audience

The MACPA Speakers Bureau creates opportunities for Michigan CPAs to tell the profession’s story and address accounting issues relevant to students, including the many career paths it offers. We provide you with a comprehensive Speakers Toolkit with talking points, activities and a PowerPoint Presentation to support your message.

Download Speakers Toolkit

Download Speakers PowerPoint Presentation

Speaking to a Business Audience

Speaking to an Audience of Individuals

The AICPA, in partnership with the California Society of CPAs, has produced a CPA Mobilization Toolkit that features all the tools a CPA needs to engage in community discussions. Each kit focuses on a particular life event and includes a PowerPoint presentation with notes and fact sheets of pertinent issues. You may choose the toolkit that best fits your needs from the catagories below.

General Financial Literacy: This resource features Startling Facts on Financial Literacy, background on the issue, key messages, including Talking Points; a speech script, a PowerPoint presentation, FAQs and information on Community Outreach.
Careers: This section includes resources on achieving financial goals, creating an investment portfolio, investment planning, keys to successful investing, understanding investment terms and concepts and protecting yourself and and a special secion on protecting your family with insurance.
Childhood: Be Smart About Saving: To provide basics of financial literacy to 4th grade students and their teachers, the AICPA teamed with Weekly Reader to create a free educational program entitled Budget Buzz: Be Smart About Saving. The program materials include a poster and two hands-on activities designed to help students understand financial concepts in a fun, interactive way. Copies of the materials for use in the classroom or at home are available in this section.
College: Resources include: Making College a Reality, Bridging the College Savings Gap with Financial Aid, Education Tax Credits and Tuition Deduction and a PowerPoint Presentation.
Couples and Marriage: The Couples Quiz: What's your financial compatibility is a great way to launch your presentation. Merging your money when you marry gives step by step considerations for couples. Additional resources include articles, tools and FAQs that address divorce, insurance, loss of a spouse and remarriage.
Home Ownership: This section addresses buying vs. renting, the tax benefits of home ownership and financing and home equity, including applying for a mortgage, refinancing your mortgage, tapping the equity in your home and your home as a source of dollars in retirement.
Life Crisis: Ths section features disaster preparedness resources, including: Financial Planning: A Guide for Disaster Preparedness; a Disaster Preparedness Toolkit; Disaster Recovery: A Guide to Financial Issues; and a Disaster Recovery Toolkit. Other resources cover the fundamentals of disability insurance, understanding long-term care insurance and receiving unemployment benefits.
Military Reserves: This section features statistics, legislation and resources that address the military. Featured articles include Uncle Sam Needs a Few Good Men, Military Relief Act Offers Significant Tax Break and Guidelines for Military Burials.
Parenthood: Ths section features information on child care, making college a reality and estate planning.
Retirement: A special section dedicated to Social Security includes: Social Security disability benefits; Social Security retirement benefits; Social Security survivor’s benefits; and Understanding Social Security. In addition, this section covers estimating your retirement income needs; understanding investment terms and concepts; 401(k) plans and a MarketWatch Retirement Test.
Sandwich Generation: This section features: Caring for Parents & Children at the Same Time with resources including, Caring for Aging Parents and Child Care. This section also includes resources on Protecting Your Family with Insurance: Insuring Your Family's Health and Long-Term Care Insurance.