在2月8日这一周，我很高兴与董事会成员、总裁理事会、IPA集团执行团队以及高级管理层一起参加了战略规划研讨会。
作者：朱莉·威廉姆斯女士 FIPA FFA——IPA董事会主席
让我欣喜地看到，所有参与者都希望为组织做出最大的贡献。我可以向你保证，这是一场持续了几天，格外热烈且有意义的讨论。尽管IPA制定了一项跨越2020年至2025年的战略计划，但与所有企业一样，计划必须经过不断地审查。作为团队，我们讨论并分析了组织的战略主题，这些主题是通过平衡记分卡衡量出的组织输入与输出的基础要素。
战略主题包括:
1.被公认为中小企业板块注册会计师的顶级会计组织；
2.被公认为澳大利亚最高质量专业会计资格的提供者；
3.积极促进协会会员增长和收入增加；
4.不断提高我们对行业的影响力；
5.确保我们在正确的资源领域中拥有最好的人脉。
作为最终讨论结果，战略主题1已被重新调整为一个更为简单但更具有意义和效力的重点:为中小企业和中小企业部门建立一个专业社区。
当我们考虑会计师在满足客户与雇主在疫情环境下所面临的需求和问题方面所付出的努力、IPA在精神健康领域的重要作用以及对小企业的持续倡导时，为这些行业“建立专业社区”势必会产生共鸣且成为一个核心焦点。
技术和数字化是另一个重点领域。我们认识到，财务行业以及全球所有会计师不仅要掌握最新技术，还要成为智能的领导者。
因此，我们希望建立一个平台，让会计师能够支持向客户、雇主提供卓越的商业建议，促使他们成长壮大、蓬勃发展。
IPA作为一家组织也必须保持领先地位，我们认为需要对信息与通信技术（ICT）进行直接投资，以便快速、高效和切实地向会员提供信息与服务。在未来，IPA的另一个重点是不断审查、加强商业模式和结构，包括国内与国际范围。IPA的增长轨迹对所有会员都很重要，而全球化是这一轨迹的关键部分，因为我们在一个全球化的世界当中工作与竞争，这是不容忽视的。会员的增长提供了一个可持续的商业模式，支撑着IPA集团的发展以及随后对优化效率和会员利益的再次投资，同时还包括了认可。
我想谈的最后一点是澳大利亚小企业白皮书3.0的规划，它构成了IPA倡议平台的基础。这是一项重要的工作，在这里先暂且不谈，因为我知道IPA首席执行官安德鲁·康威将在他的报告中涉及这一事实。我们期待着白皮书3.0将在今年晚些的时候发布。
原载自公共会计师协会会刊《公共会计师》（Public accountant）2021年04-05月刊，第04页，《公共会计师》数字资讯中心：www.publicaccountant.com.au
Setting clear direction for our future
During the week of 8 February, I was pleased to join my fellow board members, the Council of Presidents, the IPA Group executive team and select senior management for a strategic planning workshop.
- Julie Williams
What I was particularly pleased about was the level of passion from all participants wanting the very best for the organisation. I can assure you it was a few days of very robust and meaningful discussion. While the IPA set out a strategic plan to span 2020 to 2025, like all businesses, the plan must undergo continual review. As a group, we debated and analysed the organisation’s strategic themes that underpin the inputs and outputs of the organisation as measured through the balanced scorecard process.
The strategic themes include:
1. Be recognised as the peak accounting body for public accountants in the SMP segments;
2. Be recognised as providers of the highest quality professional accounting qualification in Australia;
3. Actively promote the Institute to grow membership and revenues;
4. Continually enhance our influence on the profession; and
5. Ensure we have the best people using the right resources.
As a result of our discussions, Strategic Theme 1 has been recalibrated to a much simpler but more meaningful and powerful focus of: Building a professional community for the SME and SMP sectors.
When we consider the efforts of accountants in meeting the demands and issues facing clients and employers in the COVID environment, the significant role of the IPA in the mental health landscape and the ongoing advocacy for small business, then ‘building a professional community’ for these sectors certainly resonates and becomes a core focus.
Technology and digitisation was another key area of focus. We recognise that the profession and therefore all accountants globally must not just be up to date with technology, but be leaders.
As such, we want to build a platform to empower accountants to support superior business advice to clients and employers, so they grow and prosper.
The IPA as an organisation must also stay ahead of the pack and for that reason, we identified the need for direct investment in information and communications technology (ICT) to deliver information and services quickly, efficiently, and effectively to our member base. Another major focus for the IPA going forward is to continually review and enhance our business model and structure, both domestically and internationally. The IPA growth trajectory is important to all members, and globalisation is a key part of this trajectory as we work and compete in a global world, which cannot be ignored. Member growth delivers a sustainable business model that underpins the growth of the IPA Group and subsequent reinvestment into greater efficiencies and member benefits, including recognition.
The last point I would like to touch on is the development of the Australian Small Business White Paper 3.0, which forms the foundation of the IPA’s advocacy platform. This is a significant piece of work, but I will leave it there as I am privy to the fact that IPA CEO Andrew Conway will cover this in his report. We look forward to the launch later this year.
