Requirements
- CPA designation required and in good standing. Active and retired members welcome.
- Good understanding of basic business concepts and financial management.
- Comfortable speaking in front of a group.
- Able to volunteer alone or co-facilitate with a volunteer partner.
Responsibility
- Choose the sessions you want to deliver and become familiar with the content.
- Deliver at least one presentation within a one-year volunteering commitment.
- Share your knowledge with communities in a way that is easy to understand.
- Commute to presentation locations or deliver sessions via online webinar.
Support
- Prepared session materials, resources, and presentation slide decks.
- Online and in-person training sessions to prepare materials and enhance your presentation skills.
- Matching services to ensure opportunities align with your preferences.
- Support from staff to help you navigate the system and logistics.
3. Select the sessions you want to deliver.
Find opportunities aligned with your preferences.
4. Presenting Your First Session
View our walkthrough for information on presenting
your first session.
5. Share your knowledge and expertise!
Leigh Sindlinger, CPA, CGA
I've been volunteering as a CPA financial literacy educator since 2014.
It’s a great feeling to know you’ve helped someone understand what comes quite naturally to those of us with an aptitude for numbers. Being part of the volunteer program has not only been beneficial to the recipients of the workshops, but it’s also helped me showcase my employer (who contributes to the program by supporting my role in it), as well as give back to my community and the CPA profession.