NASACT Strategic Plan FY 2023-2027 The Power of Association: EDUCATION & TRAINING INFORMATION SHARING ADVOCACY & NETWORKING NASACT originated in Washington, DC. in 1915. At that time, a group of state auditors and comptrollers came together and decided to institute an annual meeting for state governmental finance officials from around the country. Thus, NASACT's technical network of government finance professionals was born. ^^ Since the 1970s, NASACT has actively expanded its role as a representative of state interests in financial management by providing leadership and training to meet the increasingly complex challenges faced by state governments. Although NASACT has a major interest in national issues, it does not engage in any partisan political activity and no staff or organizational resources are used to support any such activity. ^^ NASACT also manages two secretariats: National State Auditors Association; National Association of State Comptrollers. Both NSAA and NASC are included under the umbrella of NASACT's budget and utilize staff hired by NASACT. ^^ Headquarters Office: 449 Lewis Hargett Circle, Suite 290, Lexington, KY 40503-3590, P (859) 276-1147, F (859) 278-0507. Washington Office: The Hall of the States, 444 N. Capitol Street, NW, Suite 422, Washington, DC 20001, P (202) 624-5451, F (202) 624-5473. www.nasact.org ^^ Submitter's Note: This StratML rendition was compiled from the source by ChatGPT. National Association of State Auditors, Comptrollers and Treasurers NASACT The National Association of State Auditors, Comptrollers and Treasurers serves as the premier organization working to bring together state auditors, state comptrollers and state treasurers to cooperatively address government financial management issues. The National Association of State Auditors, Comptrollers and Treasurers is an organization for state officials tasked with the financial management of state government. NASACT's membership is comprised of officials who have been elected or appointed to the offices of state auditor, state comptroller or state treasurer in the 50 states, the District of Columbia, and the U.S. territories. National State Auditors Association The National State Auditors Association is dedicated to improving state government by providing opportunities for the free exchange of information and ideas and promoting accountability, transparency and the observance of professional audit standards. National Association of State Comptrollers The National Association of State Comptrollers works to enhance the effectiveness of state comptrollers and to improve financial management in state government through cooperation, information sharing, education and advocacy of the issues affecting government finance. To be the principal resource assisting state auditors, comptrollers and treasurers to improve state government transparency, accountability and financial management. To facilitate efforts to improve state government transparency, accountability and financial management. Nonpartisanship We act in a nonpartisan manner objectively focused on state issues and needs without bias. 44BD8CC4-1A68-49CF-9355-EB46D80FA5F6 Integrity We act in an accountable, transparent and respectful manner that earns and justifies the trust and confidence of those we serve. E07CC696-63B9-4CDC-A8B6-B285CE371FB5 Professionalism Our actions are ethically sound and based on an ever-growing foundation of knowledge, experience and practical expertise. AA21EBE1-76B9-40F9-B506-11D93C40D536 Collaboration We foster and promote the open, cooperative exchange of ideas, practices and information among state auditors, comptrollers and treasurers. 0FB2F428-9FBC-44DA-AFB3-C90FC84A33E0 Advocacy Serve as an advocate for effective and efficient financial management practices. 986D55E0-882F-442C-9A6F-5F320893BBB9 1 NASACT builds consensus among members and: Responds to standards-setting bodies to ensure the highest levels of government transparency, accountability and integrity. Monitors and responds to federal legislation and agency developments that have an impact on state government. Acts as a liaison to federal regulatory bodies and Congressional committees on issues of interest to members. Plans and manages training and technical assistance programs. Addresses numerous requests for information each year from state auditors, comptrollers, treasurers, and other government officials and the private sector. STRATEGIC PRIORITY: Address the pace of regulatory and reporting change. Interests Ensure that the interests of state auditors, state comptrollers and state treasurers are considered during the development of laws, regulations, policies and standards. 4BF52E5F-BDE9-4670-9BFF-36EE9A5C3CFA 1.1 1.1.1 Positions Status 89A1AE57-69DB-454F-B36D-B0C804B2ED7E Developed Develop consensus positions to provide input to standards-setting, legislative and regulatory bodies. 1.1.2 Representation Status 9253865F-BDD0-4C3F-AB81-1C0F97E9E0E3 Provided Provide representation on advisory councils and task forces of standards-setting, legislative and regulatory bodies. 1.1.3 Meetings and Hearings Status 0254A7BF-FE1F-412C-B679-C5A4034253DF Attended Attend federal meetings and hearings to advocate state government interests. 1.1.4 Initiatives Status 726DD922-7150-4F76-8A2E-8EFF440DBCC3 Participated Participate in initiatives that facilitate intergovernmental cooperation and improve financial management practices. Practices Advocate for the continued improvement of government financial management practices. 7E80127C-72AA-4DF8-9C30-E3F52E88F006 1.2 1.2.1 Standards Status 334815CF-BF01-4CC2-A666-8DE2AEC11B75 Promoted Promote professional standards and endorse the importance of independent standards created through due process. 1.2.2 Program Status FD87CE53-0CCB-4182-8DAF-99D3CBB84828 Coordinated, Managed and Promoted Coordinate, manage and promote a national state government benchmarking program. 1.2.3 Program Status B358A409-56AE-426A-8AA4-48A3061B4743 Coordinated, Managed and Promoted Coordinate, manage and promote a state auditor peer review program. 1.2.4 Projects Status 440E442C-AE4D-4170-981A-61FDF7982F01 Participated Participate in international projects when identified opportunities align with NASACT's mission. 1.2.5 Disclosure Status 74A28477-2143-4A9B-A5F2-23540D45081A Supported Support the timely disclosure of government financial information. 1.2.6 Practices Status E9A302A1-4D43-4D33-8009-0491B82149C6 Identified and Communicated Identify and communicate best practices within government entities. Relationships Establish relationships with peer organizations and private sector companies to promote cooperation and understanding among government finance stakeholders and increase the effectiveness of NASACT's initiatives. 42D1B683-E8DA-4DEF-8751-68B7727FD6C0 1.3 1.3.1 Relationships Status E3687618-85F3-4E53-AB36-66F1CC4BB438 Established Establish reciprocal relationships with peer organizations that seek to improve government financial management. 1.3.2 Program Status FD3A4F3D-C916-4011-B264-7A7EBE539489 Managed Manage a Corporate Associates Program to facilitate interaction between members and private sector partners. 1.3.3 Organizations Status A496C865-9F91-4590-9458-219FE129ECB4 Served Serve as the administrative agent for financially stable, like-minded organizations having missions that align with NASACT's. 1.3.4 Agreements Status 0532A5BA-B00D-4B4C-88ED-F659D2C50D2C Maintained Maintain cooperative agreements with international counterparts when the opportunity to do so arises. Deliberations Influence regulatory and standards-setting bodies to consider member challenges in deliberations and implementation guidance. BC07DE6A-CA1F-4979-B033-9E07FBB00857 1.4 STRATEGIC PRIORITY: Address the pace of regulatory and reporting change. 1.4.1 Challenges and Outcomes Status 9C99DAB7-C72E-4A67-B841-88FE25D91E31 Identified Identify targeted challenges and desired outcomes. Ongoing Status = Ongoing 1.4.2 Bodies Status 38BBEFB9-9AF7-4ED6-AE50-94DEE6BF5AB4 Informed Inform oversight or regulatory bodies of concerns regarding the pace of change. Ongoing Status = Ongoing 1.4.3 Content and Messaging Status DC57B803-2657-4849-B620-5658D907AE24 Created Create content and messaging outlining the challenges and the desired outcomes for members. Ongoing Status = Ongoing Education and Training Develop and support training/educational opportunities that address the needs and interests of members. D7D667AB-997C-4224-AB19-71B9BDEFDD49 2 STRATEGIC PRIORITY: Enhance the value gained by members and stakeholders from networking and in-person training opportunities. Skills Enhance the professional, management and technical skills of state auditors, state comptrollers and state treasurers and staff within their offices. 3F76F60A-FEC7-4902-97F7-E6425B3658D4 2.1 2.1.1 Conference Status DF831919-FC7C-4415-AA65-FC74A1A8064C Planned and Coordinated Plan and coordinate an annual conference for state auditors, state comptrollers and state treasurers and staff within their offices. 2.1.2 Conferences and Meetings Status CDE25EE7-0997-45D6-A4C8-50C707234327 Planned and Coordinated Plan and coordinate annual conferences and associated meetings for NSAA and NASC. 2.1.3 Conferences Status 0D988929-76AA-48A3-A2E3-2E5318C8CD36 Planned and Coordinated Plan and coordinate specialty conferences, such as the IT workshop and conference, and the emerging leaders conference. 2.1.4 Program Status 4AB7DBA6-EB20-4A09-8CCC-CBFCB9A4CA25 Coordinated Coordinate a training seminars program. 2.1.5 Webinars Status 6DABA0EA-8687-46D3-8660-523FBCCD3DA6 Planned and Coordinated Plan and coordinate webinars. 2.1.6 Conferences/Training Events Status B3F3DC68-DA31-401C-AD93-8258C281AB41 Identified and Coordinated Identify and coordinate additional conferences/training events that may benefit members. Events Ensure that conferences and training events are relevant to the professional responsibilities of members and are affordable to members. 3D997B0B-AAE2-4CC4-A47C-FCE421CCCB9C 2.2 2.2.1 Surveys and Ideas Status 715F9E0D-4002-4BD1-83D1-A39B2CB31FE9 Conducted and Solicited Conduct topic surveys and continually solicit topic ideas and other feedback from members. 2.2.2 Speakers and Presenters Status 7044C576-554B-4B6F-86E7-D0DDC9BAD817 Obtained Obtain high-quality speakers and presenters for conferences and training events. 2.2.3 Evaluations Status 2C960E55-0967-4AA4-B8DB-0A50969EBD85 Conducted Conduct evaluations after each conference and training event. 2.2.4 Conference/Training Events Status E6EDFD20-3848-4A71-AB1F-78D3012589AB Reviewed Review conference/training events to ensure that topics are relevant and prices are competitive. 2.2.5 Technologies Status 63FB4B51-CE75-4D88-BE0B-00077E466219 Utilized Utilize technologies that enable convenient, low-cost training options. 2.2.6 Input Status 9A25BFED-53AC-4497-AABA-135D1355D6FD Obtained Obtain regular input from planning committees and host offices. 2.2.7 Program Status A2A93501-A65A-47ED-87AA-8976387E337F Offered Offer a Travel Assistance Program to enable members to attend the annual conferences. 2.2.8 Certification Status A697F419-8B6E-48BC-B84F-C34F0BCC5472 Maintained Maintain certification with the National Association of State Boards of Accountancy (NASBA) to provide industry-accepted continuing professional education credits for members. Participation Demonstrate the invaluable nature of attending & participating in in-person conferences/trainings. 31B4BC6F-62D2-4A54-9506-DAD0B9B1AF11 2.3 STRATEGIC PRIORITY: Enhance the value gained by members and stakeholders from networking and in-person training opportunities. 2.3.1 Trainings Status A1F8EBEA-B6CA-45A7-984E-15CF6735BE68 Reverted Revert principal-focused trainings (i.e., NASACT Annual, NASC Annual and NSAA Annual conferences) that were converted to virtual events during the pandemic back to in-person events. Accomplished Status = Accomplished 2.3.2 Input Status 6D864C5A-E782-4A10-BFF4-E854CA3740E6 Sought and Implemented Seek input from members, partners and stakeholders about how to increase the value of in-person events and implement the recommendations. Ongoing Status = Ongoing 2.3.3 Plan Status 8F041350-A954-454C-96C0-7F7966F3AC21 Developed and Implemented Develop and implement a plan to increase participation in the travel assistance program. Ongoing Status = Ongoing 2.3.4 Additions/Options Status BFFA64CB-37D8-4F25-8DBD-1C6BC20B27B1 Explored Explore virtual and webinar additions/options to complement but not detract from participation in in-person events. Accomplished Status = Accomplished Information Sharing Develop and support opportunities and resources that foster information sharing and effective communication among members. A1201C63-7B61-479E-B056-3B177D06E8E1 3 STRATEGIC PRIORITY: Increase member engagement. Issues Inform members about current and emerging issues that may impact state governments. F66E69D2-A2BA-4337-B92E-4E08BFAF03D6 3.1 3.1.1 Coalitions and Partnerships Status 8FA974C0-7F33-467E-AC6E-277504054127 Participated Participate in coalitions and partnerships to represent member interests. 3.1.2 Broadcasts Status 882EE33C-B702-4BBB-95BB-69623765C1B1 Sent Send email broadcasts containing time-sensitive or priority information. 3.1.3 Website Status F9670F9F-9FB8-4DD8-8761-C8A1D69E791C Maintained Maintain a website that is a resource and an asset to members. Communication Provide avenues for efficient information sharing and communication among members. 7F6CA35A-02A0-4BCC-9EE9-0FF4B4B8BA81 3.2 3.2.1 Groups, Networks and Committees Status 7182671D-932D-4183-9C4E-08FA2A7D1300 Managed Manage information sharing groups, technical inquiry networks and strategic committees to provide a means for timely communication about topics of interest. Source Establish NASACT as the premiere source for members for education, information and collaboration opportunities. A8908E6F-C98D-4F0E-B325-A0D957854D3D 3.3 STRATEGIC PRIORITY: Increase member engagement. 3.3.1 Community Status 7C73E216-8C83-49E2-BEFB-1BF9ED8A9ED2 Developed Develop a virtual community for members that automates current manual processes and segments members based on constituency group and areas of interest. Ongoing Status = Ongoing 3.3.2 Content and Resources Status 778FACA4-3955-4559-8BBD-5B86AEF3E360 Created Create content and resources to build NASACT's brand among staff in member offices. Accomplished Status = Accomplished 3.3.3 Outreach Efforts Status 27608A52-56A8-4707-9833-1210AE3772CB Enhanced Enhance outreach efforts to establish or improve relationships with new members and inactive members. Accomplished Status = Accomplished Member Service Continually improve NASACT's organizational capacity to pursue its vision, mission and goals in a timely and sustainable manner. E8F1860E-169D-45F5-8B7C-EBDAF14A9428 4 STRATEGIC PRIORITY: Institutionalize critical association knowledge and experience. Interaction Serve as the premier organization for interaction between state auditors, state comptrollers and state treasurers. 8BC50865-2915-45C4-A31C-66785CA7E58E 4.1 4.1.1 Services Status A60BE452-190A-4458-B81A-6819AE315711 Marketed Strategically market services to increase awareness of the Association's offerings. 4.1.2 Members Status 33952722-0C42-4419-89C5-C90640C47AE5 Recruited Actively recruit members to serve on committees, task forces and information sharing groups. 4.1.3 Program and Orientation Status DDBCE465-2D94-4BD0-B986-306632E9CFA4 Conducted Conduct a mentoring program and orientation to inform and involve new state auditors, state comptrollers and state treasurers. 4.1.4 Outreach Status 4F19308A-409D-45B3-BDB3-BE82AE7F5035 Conducted Conduct annual outreach to state auditors, state comptrollers and state treasurers who are not members or are not actively involved. 4.1.5 Programs Status 9259B780-BAAB-49AC-93C1-B51E49A1964C Coordinated Coordinate NSAA's information services program and NASC's technical service program. 4.1.6 Activities and Principles Status A8CC10ED-2F95-4E45-8DE3-4B4E7A19C931 Promoted Promote NASACT's activities and guiding principles to the press, to member offices, and to partner organizations. Service Respond to a changing environment by enhancing efforts to offer valuable, quality service to members. 2E52912D-7B6D-4D58-A8D2-6CB5036A5398 4.2 4.2.1 Survey Status 9664F63D-6F56-443B-817B-D64F2E74A18F Conducted Conduct an annual member satisfaction survey to gather feedback on activities and offerings. 4.2.2 Survey Status FC128339-0D6A-4BFE-8C0D-F49413D3B339 Conducted Conduct an annual Washington issues survey to shape and prioritize activities in the Washington office. 4.2.3 Evaluations Status 30852CC4-BD3C-47EB-A1FF-43CC3E1E5898 Conducted Conduct evaluations after each conference and training event. 4.2.4 Staff Status 84F2A880-0395-4993-A70D-A807E72AD6D7 Attracted, Retained and Provided Attract and retain a knowledgeable, talented and diverse staff, and provide staff with continuing education Turnover Minimize the effects of turnover among association leaders and staff. F172CA64-0936-40E2-841C-3E4822AD2039 4.3 STRATEGIC PRIORITY: Institutionalize critical association knowledge and experience. 4.3.1 Orientation/Training Status 8D1B5EE7-CA3C-416E-91B2-C7133D3CB691 Developed Develop more robust orientation/training for the executive committees of NASACT and its affiliates. Accomplished Status = Accomplished 4.3.2 Staff Status 2D4C34C9-3E99-4604-A456-77B9CE13EBD3 Identified Identify member staff to participate in NASACT committees. Ongoing Status = Ongoing 4.3.3 Processes and Summaries Status 9124DCC9-A2AF-45D8-8086-A37B0920FC4C Documented Document recurring internal processes and summaries of major tasks for all NASACT staff. Accomplished Status = Accomplished 4.3.4 Enrichment/Team Building Status 6E7BB000-2C4A-46D4-9FCF-A3F0D2573178 Conducted Conduct annual staff enrichment/team building, with a focus on identifying areas of needed training, cross-training, or general areas for process improvement. Accomplished Status = Accomplished 2023-01-01 2027-12-31 2026-05-26 https://www.nasact.org//Files/About_Us/Strategic_Plan/Strategic_Plan.pdf Owen Ambur Owen.Ambur@verizon.net