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Beyond Numbers To Strategic Resources, Memories & Questions                                      
Numbers and Accounting Will Alway Be Important To a Successful Business So
Our Pre-requisite Is a CPA Designation. This Also Provides The Base Knowledge
a Chartered Memory Steward Needs To Successfully Implement What Is Learned

Purposefully Organized
Strategic Memories

     There Are Important Strategic Memories To Keep
                                               Numbers Is Only One of Them

You Will Learn How To
Professionally Create, Administer & Contribute
To Private Secure, Cloud Based Collaboration Communities
That Reflect What The Business Does and Should Do,
And How It Needs To Be Remembered

This Will Enable You To
Project Yourself As a Next Level Professional
Offer Higher Value Services
Lever a Highly Defensible Competitive Edge
Work From Anywhere, Any Time, Any Device

Become An Integral Driver Of Success
$25 Per Hour Certified PD
 For Canadian CPA

Only Canadian Bank EFT
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
  120 Hours Certified PD

All Candidate Work Is Done On Line Via
Self Study, Small Group, Live Webinars
And In The CMS Community of Practice
Mandatory Free Preparatory Materials


$2,399 U$ Course Fee $785 U$ Annual Renewal Fees
 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*
*Simple Machines OSS Is Our Recommended Standard As A Privately Hosted, Fully Featured Community Forum

Minimum Design Standards
Professional Level Expertise In Building Private, Secure, Cloud Based Communities of Practice  Around Purposed Taxonomies
Designation Standards

Professionally Organize, Curate & Contribute To Strategically Important Business Memories
Ability To See Beyond Numbers To The Currency Of People Discussions Decisions Activities & Resources
Embrace Management By Question

All CMS resources remain accessible to students and Corporate Memory Stewards in good standing.
Course Details
This is an about 120 hour Self Study + Seminars + Practical Learning Time + You Demonstrating Capability and Readiness To Become a Chartered Memory Steward. 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. The Simple Machines® requirement is so you can easily create community forums through any host using C-Panel, (which if you don't know is you will appreciate) so that you create a private, secure, appropriately organized community of practice around its business and envisioned end states from scratch.

Note that what you learn can be applied to any collaborative web services such as Slack, Ryver, and other providers.

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. A Candidate's forum will be assessed and and discussed with The Registrar and then compared with the Strategic Archives template which the Candidate and all members are provided access to.

Live webinars 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 accounting to purposefully organizing strategic memories.

Interaction with others in the Strategic Archives CMS Forum is a significant part of the learning experience and final candidate assessment.

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 Simple Machines. Construction of a Candidate's purpose driven forum 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



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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 in a forum At StrategicArchives.Ca
Membership Is Restricted To Members And Students And Will Grow as Chartered Memory Stewards Graduate
The Community Will Grow In Value As Collective Experience Grows The Template(s) And As Corporate Memory Stewardship Emerges Into a Valuable Specialty and Profession

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 

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

FAQs What is the CMS Designation?
A Chartered Memory Steward designation demonstrates professional competence building communities of practice around purposefully tailored taxonomies and organizing, maintaining and contributing to the strategic memories, resources and questions that drive value in a business

A CMS Designation Is A Professional Designation Because
   It Is Based On A Specialized Body Of Knowledge
   Makes Use Of Specialized Skills & Tools

 Has A Group Identity And Mission
   And Requires Certain Standards Of Behaviour And Practice.

Why Is The Designation Owned By A Company?
Info L inc and John Voorpostel developed all the underlying IP and currently owns the designation but it is intended that at some point in the future, on terms on conditions, Info L inc will transfer the designation and related IP to the CMS membership

 What Are Its Tangible Rights?
1) A Chartered Memory Steward designation allows access to the CMS Strategic Archives Community of Practice Forum and all joint knowledge and advantages of associating with the members

2)The right to hold oneself out as a professionally certified memory steward and practice as a Chartered Memory Steward

 3)Be part of the growth of  an important profession into the future

 What Are The Annual Maintenance requirements?
complete annual continuing education (CE) and participation (CP)
pay an annual designation licensing fee,
and adhere to The Institute's Code of Professional Conduct on an ongoing basis.

Code of Professional Conduct (CPC)

A Chartered Memory Steward shall;

-at all times be a Chartered Professional Accountant In Good Standing
-act in a client’s best interests with due diligence, integrity and transparency
-acquire and demonstrate full key executive level understanding of client
-apply professional level competence in all dealings, questions asked, and work product
-respect and protect the privacy of others and the confidentiality of client information
-act with honesty and in accordance with the spirit and principles of the law
-act in a manner that reflects positively upon the designation and its membership
-report any serious breaches of this Code of Professional Conduct by members that they become aware of
-be expelled for technical or egregious breaches of this Code of Professional Conduct