Volunteering with NSTP

Responsibilities/Expectations

• Meet quarterly throughout the year, excluding tax season.
• Establish guidelines for speaker qualifications required to teach for NSTP.
• Assist with identifying and reviewing speaker applicants.
• Review consolidated evaluations of NSTP seminars.
• Review education topics that are needed or requested by members.
• Make recommendations for new seminar topics.
• Monitor education budgets against actual results.
• Periodically recommend and/or write articles for FTA and/or Tax Tidbits.
• Review the NSTP website to ensure educational materials remain current and relevant.
• Review courses requested by members and follow up with specific members regarding available materials or courses.
• Help develop criteria to highlight NSTP education courses in marketing materials.

Responsibilities/Expectations

• Work with the Treasurer to compile and propose the annual NSTP budget to the Board.
• Review financial statements periodically, no less than annually, and provide comments to the Treasurer.
• Conduct quarterly actual-to-budget reviews and prepare reports for the Board.
• Review the financial feasibility of proposed NSTP projects prior to commencement.
• Meet regularly, with increased frequency during budget season.
• Meet with the Education Director in January to review the FUP and ensure proper financial allocations.

Responsibilities/Expectations

• Meet regularly beginning several months prior to IRS Forums to develop strategy.
• Develop and strategize marketing materials, handouts, and giveaways.
• Evaluate volunteer personnel to staff the IRS exhibit hall booth.
• Assist with budgeting for IRS Forums.
• Ensure a positive and professional culture at the booth.
• Ensure sufficient personnel are available to access the database while at IRS Forums.
• Promote NSTP effectively to IRS Forum attendees.
• Encourage participation of at least one Board member, in addition to speakers, at each Forum.
• Ensure a Spanish-speaking representative is present at each forum location. 

Responsibilities/Expectations

• Build a membership team to support member retention efforts.
• Evaluate existing membership programs for effectiveness.
• Review and monitor membership initiatives from other organizations to identify opportunities that could benefit NSTP.
• Review initiatives that strengthen member engagement and foster a sense of connection.
• Implement personal touches to enhance the member experience.
• Encourage the use of membership renewal forms to allow members to indicate interest in volunteering.
• Encourage member participation and continued education.
• Engage with members to understand their planned education activities, encourage additional course participation, and help build their professional networks.
• Inform members of the value and benefits of NSTP membership.
• Hold regular meetings.
• Monitor competing organizations and programs on a regular basis.
• Monitor the NSTP website to ensure content remains current.
• Coordinate efforts with the IRS Forum Committee.
• Review and recommend marketing initiatives to increase membership and education attendance.

Responsibilities/Expectations

Responsibilities/Expectations