Texas Society of CPAs (TXCPA)

TXCPA Leadership Day Redesign Boosts Clarity, Connection & Volunteer Confidence

“Aaron did a terrific job of leading this project. It was a short turnaround for this project and all deliverables were on time and met and exceeded expectations.”

- Jodi Ann Ray, CAE, President & CEO, TXCPA

Benefit Summary

97% shared that they developed or strengthened relationships with other TXCPA leaders
97% expressed feeling energized and motivated to contribute meaningfully this year
89% indicated they gained a better understanding of TXCPA’s mission, vision, and strategic priorities
86% reported learning practical tools to support planning and leading committee work
84% conveyed that they now have greater clarity about their role and responsibilities as a volunteer leader

Challenge

Each year, TXCPA’s Leadership Day gathers volunteer leaders statewide to kick off the fiscal year. However, evolving expectations and varied volunteer experience levels revealed gaps in clarity, role understanding, and organizational alignment. Participants—especially new committee members—often lacked confidence in their responsibilities, while staff faced challenges ensuring consistent, engaging onboarding for a geographically dispersed audience.

Solution

TXCPA partnered with Event Garde to redesign Leadership Day as a high-energy, purpose-driven launch for the volunteer year. Through interactive activities, strategic panel discussions, committee-specific breakouts, and practical leadership tools, the event emphasized clarity of roles, shared purpose, and relationship-building. New elements like the “Leadership Tree” and Idea Wall fostered personal commitment, peer exchange, and momentum for the year ahead.

Finish

The redesigned Leadership Day sparked renewed momentum for TXCPA’s volunteer community, blending practical leadership tools with space for meaningful peer exchange. Participants described the experience as “energizing” and “one of the most engaging TXCPA experiences,” while staff walked away with fresh strategies to support committee success. The event delivered on its promise—strengthening alignment, deepening connections, and building confident, capable leaders across the state.

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