What Is In It For A CPA?  |   What Is In It For Those You Serve?  |  CMS Candidate Information   |   Course Description & Registration    |  iAccountant Option  |  Free Learning Materials  |  About Us = Contact Us 


See What Kind Of Impact You Can Make As A Chartered Memory Steward
 
We Educate & Professionally Certify Memory Stewards



Set Your CPA Apart

Next Level Professional Skill Set
With Boundless Possibilities














Ask For Our Free 1 Hour
Verifiable PD Self Study pdf
Theoretical Underpinnings
Intangible Assets Drive Business Success


 
What's In It For You As A CPA?

Powerful
Professional Designation
Take Your CPA Beyond Numbers


Tangible Benefits
 Superior Rewards From
Increased Expertise & Professional Value Added
 To Fewer Better Clients Or One Really Good One
 
Offer Higher Value Services 

Image Benefits
Chief Steward Of Strategic Memories
Genuine Commitment To Success Of Those You Serve
Leading Edge Thinking & Increased Professional Prestige
Potential For Significant Impact On Community
Positive Perceptions
CMS Marketing And Promotion Spend & Activities
Out Of Initial and On Going Membership Fees


Business Benefits
Highly Defensible Competitive Edge
Work From Anywhere, Any Device, Any Time
Mutual Support Via Strategic Archives CMS Community
Tools & Know How To Add To Your Arsenal
Opportunities Everywhere
Build Communities of Practice Around Important
Activities and Envisioned Outcomes


Awesome Succession Planning Tool
A Business With Its Memories Intact Is Worth More





Go Beyond Numbers To Strategic Resources
Go Beyond Keeping Books of Account To Purposefully Organized Strategic Memories
Ask Appropriate Intelligent Questions For Quality Insights and Outcomes   

 











Take Your CPA To The Next Level
CPA V2.0
Be The Envy Of Your Peers
  



Note
CPA Canada Does Not Endorse
 The CMS Designation In Any Way
 
On The Other Hand,
We Feel CPAs Are Uniquely Qualified
To Blossom As Memory Stewards

    
Which Is Why Only CPAs
Can Attain The CMS Designation

What's In It For Those You Serve?


 

 
Business Owners and Their Teams

Your Local  Community

Organizations and Government

Large Enterprises



AWESOME FOR
Succession Planning
Building A Smarter Organization
Building More Valuable Businesses

  Purposed Communities of Practice
         Organized And Web Enabled On Simple Machines®








Transform The Way They Work


Organize Around Important Discussions, Decisions, Activities,  Resources & Outcomes, All Aligned With Your Envisioned End State

Collaborate & Communicate Securely Via An On Line Community You Can Access From Anywhere, Any Time And Any Device

Learn Better & Work Smarter As You Remember More And Gain Oversight

Keep What People Remember When They Go Home At Night, Sometimes For Good


Experienced Benefits

You may not get them all right away,
but implement a Community of Practice
and the following benefits are within reach.






CMS Centric
Professional recognition
Capabilities, skills, tools


  Unique viewpoint on
Strategic memories and Resources

Create And Curate Client Collaboration & Communication Framework
Management Centric
Improved oversight over business
Direct access to business operations
Focused Organization Of Activities

Better communication & collaboration
 Better planning and coordination
Access to Quality ideas & discussions
Learning Better strategies & tactics
People Centric
Smarter collaboration around outcomes
Better access to group minds
Better access to solutions
Better decision making
Improved skills and methods
More shared best practices
Improved learning and development
Organization Centric
Retention of strategic know-how
Better organization of activities
Improved discussions
Better learning questions
 Development of learning culture
Better problem resolution
More ideas and opportunities
Increase in product innovation

CMS Candidate Information






All Candidate Work Is Done On Line
 Via Self Study, Small Group Webinars and
In The Strategic Archives Development Forum



Free Learning Materials

We  Set Professional & Ethical Standards For Chartered Memory Stewards

120 Hours of Certified Professional Development*
  Designation and Certified Hours of Professional Development Awarded Upon Successful Course Completion
*Actual Candidate Time Taken May Vary As Success Is Evaluated Based On Results Achieved. Read More About The Course Below
Recognized Outcome
The Objective Is For You To Become Proficient at Professionally Creating And Maintaining
Private and Secure Cloud Based Collaboration Communities Using Simple Machines OSS*
*Simple Machines OSS is our recommended standard but other collaboration platforms can benefit from organizing principles applied by a CMS
Minimum Design Standards
Professional Level Expertise In Building Private, Secure, Cloud Based Communities of Practice Around Tailored Taxonomies
That Reflect And Look Like What a Business Does And Should And Could Be Doing

Designation Standards

Professionally Organize, Curate & Contribute To
Strategically Important Business Knowledge, Know-how and NOWledge


Ability To See Beyond Numbers To The Currency Of Resources
Understand The Importance Of People Discussions Decisions Activities & Resources As Organizing Principles
Embrace Management By Question
     
  
 


Course Description & How To Register

HOW IS CANDIDATE DESIGNATION COURSE DELIVERED?
Start With
 Free Learning Materials

 1) Self Study Element         45 Hrs
 2) Seminars                          15 Hrs
 3) Forum Interaction          20 Hrs
 4) Build Your Own Forum   40 Hrs
Note Exact Times & Allocations Will Differ. That Difference Will Be Due To Individual Candidate Capabilities And Situation . Key Is To Be Ready For Formal Candicate Assessment By The Registrar

You Will Be Evaluated On A Combination Of Learning & Understanding & Outcomes and a Readiness Assessment



      
Once You Have Demonstrated To The Registrar
That You Can

Professionally Create, Administer & Contribute
To Private, Secure, Cloud Based Collaboration Communities
Designed To Capture Strategic Knowledge, Know How and
NOWledge


You Will Be Awarded The
Chartered Memory Steward Designation

Designation Will Be Shipped Framed Along With Other Membership Signatures




Continued Access* To The Strategic Archives Community of Practice Forum, Which Is CMS Central For Members and Candidates


*While a member in good standing 
  
See What Is Possible As A CMS

Registration Information
Name, Email, Verifiable Credential Identification
Physical Address, Telephone

INTRODUCTORY PRICING
$25 Per Hour Certified PD
 For Canadian CPA

NO CASH, CHEQUES, PAYPAL
Only Canadian Bank EFT
Or
International U$ Wire Transfer


$2,995 + HST
 Enquire About Special  Introductory Course Fee

Tax Deductible, HST refundable

$825 + HST

     Annual Renewal Fees
    Designation and Resource Network Access
Tax Deductible, HST refundable


INTERNATIONAL PRICING

$2,399 U$ Course Fee
$785 U$ Annual Renewal Fees


Reserve For Mid Year 2019 Now

This is an about 120 hour Self Study + Seminars + Practical Learning Time + You Demonstrating Capability and Readiness To Become a Chartered Memory Steward And Work With a CMS Designation. We take your CPA skills and add a focus on what a business is and does and looks like so you can better understand how it needs to be remembered

Candidate Self Study Materials link to self learning resources that prepare you for the seminars and Strategic Archives interaction. 

Candidates also receive a copy of Wissensmanagement Forum's Illustrated Guide To Knowledge Management, arguably the best overview ever of the topic. We advise starting with it and glancing though it and getting the highlights. Then go through the other links and come back to the guide in the end and have a closer look.

Note it may take some candidates longer than 120 hours because they must demonstrate their competence and capability to create a Private, Secure Simple Machines Forum For A Community of Practice that reflects a chosen purpose. The Self Study Course is skewed towards business but Candidates can choose their purpose driven forum by declaring their intent and obtaining Certification of Registrar approval.


Live Google Hangout\alternative seminars are presented by Taxboard founder John B Voorpostel CPA, CA. Taxboard is the Leading Community Of Practice For Canadian Tax And Accounting Professionals. Blending his background in economics, accounting, business and tax,  and persectives  he's gained in his more than 35 years helping business owners and professionals make better business and financial decisions, John has assembled an arsenal of valuable resources for CPAs willing to invest in themselves.   

His accumulated business concepts and models and tools, some unique insights into what a business is and does and how it should be remembered, and his focus on Management By Questions skew the CMS towards a business oriented designation and solution. John takes your CPA skills and makes you look beyond the numbers and their reporting and disclosure to strategic resources, and shifts your focus from bookkeeping to purposefully organized strategic memories

Interaction with others in the Strategic Archives CMS Forum is a significant part of the learning experience and final candidate assessment is via the construction of their own Community of Practice with an accompanying implementation plan. Note this requires a web host with Cpanel which is the responsibility of the course participant. Web hosting plans with Cpanel are easy to obtain and cheap and tax deductible. If you have a website now, it's not a lot of work to get Simple Machines up and running

Designated CPA's automatically qualify for Taxboard membership, Canada's foremost Community of Practice for Canadian tax and accounting professionals. This Free Resource Has Membership Restrictions which Canadian CPAs meet

All CMS resources remain accessible to students and Corporate Memory Stewards in good standing. Over time, as the Strategic Archives CMS forum grows its membership, it can reach its vision of becoming a valuable repository of knowledge and know how relating to business oriented Communities of Practice. As it stands Strategic Archives can form the starter template for many kinds of businesses.

A CMS can apply their professional skills to any collaboration platform, but final qualification and award of the designation is based on student creating their own purposed forum using

                            


                                                         A World Of Possibilities In Purpose
                                  

If You Decide To Register As A Candidate For The CMS Designation, We Have An Introductory Special.

Just Contact Us And Ask



As A CPA, You Are Also Eligible To Join
Taxboard, A Leading Community of Practice
For Canadian Tax & Accounting Professionals.



The CMS Welcome Email comes with

1) PDF File Of Best KM Summary Ever
2) Copy of Invoice as PDF



We Will Also Want Your
Meyers Briggs Typology
3) You Will Be Allowed Access Into The
Strategic Archives Development Forum,
A Starter Template For Businesses,
Where Candidates And Members Interact.


There You Will Learn Principles Of CoP
Design Around Their Purpose. You Will Also Gain Access To Additional Materials That Help You Professionally Deliver CMS Services.


Once You Are Comfortable You Can Submit Your Purposed Forum Proposal To The Membership Registrar
4) Designation Is Awarded When
Candidate Demonstrates Professional
Competence In Taxonomy Design And
Building A CoP Using Simple Machines.

The Member's Name Will Be Added To The
CMS Membership Rolls

 The Member Will Have Continued
Access To Member Resources.

This Includes The Strategic Archives
CMS Community Forum; The CoP That
Drives The Profession's Own
Knowledge, Know How and NOWledge
5) Continue To Grow As A CMS Professional & Help Grow And Enrich Those Around You

Ask Powerful Questions
Organize Around Envisioned End States
People, Discussions, Decisions, Activities, Resources
Moderate Technological Framework

Share Experiences & Grow CMS
Designation and Strategic Archives





Congratulations You're A CMS. Now What?





 
 
 iAccountants IP & Resources Include:

Business Operating Model, Name and Logo
Business Operating & Marketing Materials
Dedicated Marketing Funds From Fees

Group Synergies & Continued Growth Via
The Strategic Archives CMS Community

Become Valuable To
Multiple Owner Managed
Team Driven Businesses

Fulfill Core Accounting &
Memory Steward Functions

"Add Value, Not Just Numbers"

Help People Make Better
 Business and Financial Decisions
 
Consider Our iAccountant Option

What Exactly Does An iAccountant Do?


For Multiple Owner Managed, Team Driven Businesses
Levering CPA and CMS Capabilities & Skill Sets

iAccountants Promises
      
 
Service that takes all your tax compliance pain away
Numbers 
and reporting appropriate to your KPIs
Liaise With and Support Financial Statement Assurance Providers

 
Focus On Client Success
Regular Reporting & Discussion On Predictive & Performance Based KPI's
Trusted Wisdom
Questions leading to designed result

Build Relationships that help you to be successful
 
 
      Powerful Seminars for strategic decisions       

 
                


Open Source Software User and Champion
        We know, use and champion quality free OSS!!!




Your Virtual Tax Partner
Is Available 24\7\ 365 Days Per Year
For Canadian Tax, Accounting & Practice Support





     
      Private, Secure Communication & Collaboration
Around Envisioned End State
  
Client Can Host Simple Machines On Own Web Server Or Use Host
.
Current Client Tech Team Can Easily Get Simple Machines Up And Running

You Create Configured, Private, Secure Forums That Reflect
What Your Client Does
 And Helps Them Become Better At It

A Basis For Engagements & CMS Central



Your Best Tool of All


Unique Community Growth Initiative
 
 Big Hairy Audacious Goal To Bond Together For The Long Term

      
Together Develop and Impact Your Community Over A Number of Years
Develop Community Scorecard With World Economic Forum Parameters


Bring Your Local Circle of Economic Influencers On Line
With Prominant Professionals and Experts and
Business Owners

Drive an Economic Gardening Initiative Designed To Understand What It Means
To Make Your Community A Better Place To Live, Work And Do Business

 



Become Your Local\Regional "Go To" For Private, Secure, Collaborative Forums
Communities Of Practice |  Purpose Driven Taxonomies | Simple Machines


CREATE & BECOME THE HUB
OF YOUR OWN BUSINESS SERVICES NETWORK

That Benefits You, Your Clients, Your Referral Base, Your Local Business Service Network & Your Community






Your Own Local Network, On Line





INVITE YOUR LOCAL TARGET GROUP
What's In It For Them? Can You Offer Expertise Or Clients To Them?
How Useful Are They As A Resource?
Can They Refer Clients To You?
Are They Prospective Clients?
PARTICIPATE IN COMMUNITY MISSION
 How Capable Is The Group You Assembled, What Does It Still Need
Everyone's Role And Worth To The Community As A Resource
Their Contribution To Community Vision
INSPIRE AND HARNESS THEIR PASSION
 

Your Role As A CMS and iAccountant Is To Ask The Right Kinds Of Questions That Need Asking.
It's Not Always Up To You, Or Indeed Anyone Asking A Question To Necessarily Have Or Produce The Answers

Management By Questions

You Are Also There To Organize, Maintain And Contribute To The Required Knowledge, Know How And NOWledge

Of The Various Communities of Practice You Create For Your Business, Clients And Community

That Includes Administration Rights In Those Simple Machines Forums You Organize And Are Stewards Of



If You Choose Not To Become An iAccountant
You Will Still Be a CMS And Know

How To Organize Important Things That Should Be Remembered
You Will Have The Ability To Purpose Communities of Practice
Into Secure Collaborative Environments Around a Tailored Taxonomy
That Reflects What The Raison D'etre Requires


File:World map blank without borders.svg

All CMS Members And Candidates Have Access The Strategic Archives Community Of Practice



Available To Start All Installations & Consult With Colleagues
This Group Of Professionals Are Dedicated To Maintaining Proficiency In Creating And Maintaining
Private and Secure Cloud Based Collaboration Communities
Designed To Capture Strategic Knowledge, Know How and NOWledge

You Will Have The Insights and Tools  To
Create Purposed Communities of Practice

 
 
LEGALS AND FINE PRINT
The CMS Designation Is Administered By Info L inc As Registrar
CMS Designation Dues Are Renewable Annually With Continued Status Declaration

Info L inc is currently seeking 20 Or So interested and qualified Canadian CPA's to become Its founding Group In Mid 2019
Primary instructor is Taxboard.ca founder John B Voorpostel, CPA, CA
Taxboard is Canada's Leading Community of Practice For Tax and Accounting Professionals

The CMS Community of Practice at StrategicArchives.ca for members and students will grow as Chartered Memory Stewards graduate
Strategic Archives as a business template Will Incorporate New Learning and Experience as CMS Members Use It For Their Installations And As The Community Grows and Interacts
The community will grow in value as membership's collective experience grows and as corporate memory stewardship emerges as a profession

It is Info L inc intent to create a core group, much like Taxboard's TAGteam, to drive the profession and CoP community forward
 
Strategic Archives is a Registered Trademark Owned by Info L inc
iAccountants Names and Tools, Templates, Methods and Related IP Are Owned By Info L Inc And Licensed To Users

Taxboard Is Owned By Info L Inc and Its TAGteam Who Founded and Drive Its Community Of Practice
The Designation and Corporate Memory Steward Self Study Course Are The Properties of Info L inc

Simple Machines Does Not Endorse Info L inc Or its Forums Or Businesses In Any Way. We At Info L inc On The Other Hand Love Simply Machines
CPA Canada Does Not Endorse The Chartered Memory Steward Designation In Any Way. Info L inc On The Other Hand Considers CPAs As Uniquely Qualified To Blossom As Chartered Memory Stewards 

 




 Info L inc
 120 Meadowbank Road
 Toronto, Canada, M9B 5E4
 416-695-4874    Email Inquiries



    Info L inc Is A Canadian Innovator In The Use Of Communities Of Practice For Team Driven Businesses

    Provide Private, Secure, Cloud Based Communities of Practice Organized Around Appropriate Taxonomies
    That Reflect Their People, Discussions, Decisions Activities and Resources

    With a Focus On Strategically Important Business Knowledge, Know-how and NOWledge
    Users Constantly Maintain As They Collaborate With Their Business Teams And Community

    Info L inc Has Designed & Administers This Designation And Related IP, Tools, and Public Practice Option
    For CPA's Who Wish To Differentiate Themselves Among Their Peers In An Important, Valuable Way
    
 
Website ©2019 Info L inc