The AIM Criteria for Membership
1. Professional demeanor
a. Ethics - fair to CPAs, clients and members
b. Non-effusive at events, i.e. "soft-sell" approach
2. Has a CPA following with a track record of business development
3. Must be a networker - a giver - generous
4. Will accept a position as an office in the chapter
5. An over-all "take action" type of person - a self starter
6. Must have leadership qualities
7. Competent & knowledgeable in area of expertise
a. Ethics - fair to CPAs, clients and members
b. Non-effusive at events, i.e. "soft-sell" approach
2. Has a CPA following with a track record of business development
3. Must be a networker - a giver - generous
4. Will accept a position as an office in the chapter
5. An over-all "take action" type of person - a self starter
6. Must have leadership qualities
7. Competent & knowledgeable in area of expertise
Current Membership Categories (not limited to the following):
401k Specialist
Attorney, Business Attonrey, Estate Banker, Commercial Banker, Retail Banker, Residential Bookkeeper Business Attorney Business Broker Business Checks Provider Business Coach Business Consultant Business Marketing Business Insurance CFO for Hire Computer Consultant Cost Segregation Specialist Digital Filing Specialist |
Financial Consultant
Hiring Consultant Human Resources Specialist Merchant Card Provider Mergers & Acqusitions Specialist Payroll Service Provider Personnel Staffing Planned Giving Project Management Professional Qualified Intermediary (1031) Real Estate, Commercial Receivables Retrieval Specialist Reverse Mortgage Specialist Senior Business Speicialist Tax Library Specialist Telecommunications Specialist Wireless Specialist Your Specialty? |