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Learn To Mind Strategic Numbers Resources, Memories & Questions
        Better Enable the Strategic Outcome Generators  of a Community of Endeavor                         


  Professionally Enable Strategic Outcome Generators Towards Their Envisioned Outcomes
Mandatory Free Learning Materials
  Choose a client to become a CMS with
Work And Bill As You Learn

Build & Grow Professionally Organized
Communities of Endeavor

International Enquiries

Initial Membership Is Limited to 50 Canadian CPA's
And Not Applicants Can Be Accepted

Community Value Will Increase With membership Numbers
 For Canadian CPA

Only Canadian Bank EFT

$2,995 + HST
Tax Deductible, HST refundable

$895 + HST

     Annual Renewal Fees
    Designation and Resource Network Access
Tax Deductible, HST refundable
(See Below For More Membership Information)
  Group Webinars\Seminars\Zooms
Resources Valued As Means To Outcomes
Business As a Community of Endeavour
Simple Machines Need To Knows
Mental Tools, Concepts and Models
APO: Available Payout From Operations
Income Tax Rules and Requirements
Strategic Networking
150 Hours Certified PD

All Candidate Work Is Done On Line Via
  Self Study
  Group Webinars
  Strategic Archives CoP Interaction

 Recognized Outcome
Be Able To Professionally Organize a Place For Clients To Interact, Engage, and Collaborate Towards Their Envisioned End States and Outcomes

You Will Learn How To
Identify & Articulate & Organize Around Strategic Resources
reate And Contribute To Communities Of Endeavor and Their Vision and Outcomes
Administer Core 4 Stewardship Over Numbers, Resources, Memories And Questions

Certification Is Done Using Simple Machines®

Simple Machines® OSS Is Our Recommended Standard For A Privately Hosted, Fully Featured Community Forum. You Must Install A Version Via Some Web Host To Become Accredited
Note proficiency is expected in use and application of Simple Machines only. Client Installation, hosting etc need not be undertaken as client IT will be responsible for that. 

Minimum Accreditation Design Standards
Professional Level Expertise In Building Private, Secure, Cloud Based Communities of Endeavor from Strategic Archives Templates on Simple Machines.

Projected Designation Standards

Be Able To Professionally Organize, Curate & Contribute To Strategically Important Business Memories For A Private Secure On Line Community

Membership Participations Standards
Continuing Growth And Contribution To Building Valuable Common Resources Supporting The Craft Of Endeavor Memory Stewardship.

Course Details

CPA Canada
In Drivers Of Future Value

Intangible Assets Drive Business Success

 Chartered Memory Steward

Sees Intangible Assets As Enabling Resources
And Monetizes Economic Insights Into
What Endeavor Drivers Need To Succeed

It Should take about 150 hours of Self Study + Seminars + Practical Learning Time + You Demonstrating Capability and Readiness To Become a Chartered Memory Steward. Note this is an estimate. The acid test is demonstrated capability using Simple Machines to design a private secure community forum according to CMS principles as represented to and accepted by The Registrar.

The Strategic Archives Community of Practice and starter template serves as a foundation on which to organize the memories of an endeavor that reflects where their drivers and teams want to go, to end up.  Candidates cannot see the entire forum initially but it will be revealed as part of the qualification process

Candidate Self Study Materials link to self learning resources that prepare you for the 150 hours of seminars and Strategic Archives interaction. 

These include a copy of Wissensmanagement Forum's Illustrated Guide To Knowledge Management, arguably the best overview ever of knowledge management. We advise starting with it and glancing through 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. Afterwards keep it as a member because as you learn more there will always be more in it to put to use

The hours are somewhat elastic in that 150 hours may not be sufficient time for some candidates to meet membership requirements, while some could need less if they grasp things quickly and put what they learn to work. In the end it is all about demonstrating professional level competence and capability in designing a Community of Endeavor according to Registrar standards and judgement.

Webinars are presented by Taxboard and CMS founder John B Voorpostel CPA, and Chartered Memory Steward Founding Registrar. As all profession intellectual property is his through Info L inc, his judgement of fitness for membership and readiness to use the template is the current standard. 

Interaction with others in the Strategic Archives Community of Practice For Corporate Memory Stewards is a significant part of the learning experience and final candidate assessment. This community Is Also Important In Moving Forward As A Resource For Members For Use In Their Engagements

As membership Grows The Community Gains Value As We Collectively Enhance Our Craft.

Candidates require a web host with that can run Simple Machines server scripts. Web hosting plans 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, or use your client's current web host and IT people so your client can host their own on line community. If you want to host client communities yourself to "lock clients in", that can be done too. If you need a good provider Canadian Web Hosting is a place to start.

And think about partnering with a present client to qualify with and start earning back the tuition immediately.

Designated CPA's automatically qualify for Taxboard membership
John co-founded this Simple Machines tax forum in 2008 and it has become Canada's foremost Community of Practice for Canadian tax and accounting professionals. There Are Membership Restrictions which Canadian CPAs meet.


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The CMS Designation Is Administered By Info L inc As Registrar
Look On Info L Inc As The Incubator Of A Nascent Self Governing Profession.
At Some Point In The Future, And On Terms And Conditions, Full Ownership Of The Designation And Its Related IP Will Be Transferred
To Its Members

The CMS Community Of Practice Is Located At StrategicArchives.Ca
Membership Is Restricted To Members And Candidates And Will Grow As Chartered Memory Stewards Graduate
The Community Will Grow In Value As Members' Collective Experience Grows The Template(s) And Corporate Memory Stewardship Emerges Into a Valuable Specialty and Profession
As Such The Price Of Community Membership Will Rise As Membership Increases. In Canada Community Membership Is Currently Rolling Out Strategically 
All Members Can Earn Referral & Participation Points. As The Community Grows It Will Need Teachers, Mentors, Profession Builders and More

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 Simple 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 Evolve and Flourish as Chartered Memory Stewards 

 300 Mill Road #A36
 Etobicoke Ontario M9C 4W7
 John at Infolinc dot CA

Website, course materials and membership collateral © 2023 CMS Canada dot org and Info L inc. Strategic Archives is a registered trademark owned by Info L inc.