Frequently Asked Questions
What is the time commitment required of a Board member?
Board members put in approximately 600 hours per year. As a Board member, you can expect to be away from your office for as many as 40 days traveling, which will include attending Board meetings, National Conference and as the national representative at approximately three annual Chapter meetings. Whenever possible, special Board meetings will be held by conference call. You may also be called upon to participate in a workgroup which usually take 20 to 30 hours each and usually conducted by phone and email.
Do I need to make travel arrangements to attend Board functions?
You do not need to make arrangements for the scheduled Board meetings; however, you will be responsible for hotel arrangements for annual Chapter meetings that you may attend.
Will I be reimbursed for travel and per diem expenses incurred as a Board member?
NATP will typically make the travel arrangements for Board members. If Board members choose to make their own travel arrangements, reimbursement will be made based on NATP's travel guidelines. For travel days on behalf of NATP business, a per diem check is issued in lieu of actual expense reimbursement for meals.
What is the compensation for Board meetings and are there any other benefits available to a Board member?
Board members receive a daily stipend while attending regularly scheduled face-to-face Board meetings. Board members also receive compensation and reimbursement for associated expenses for each day of Chapter meetings attended as the National Representative. Board members also receive free registration on all NATP education.
Is there a limit as to how many years a member can run for the Board and not be elected?
There is no limit.
What are the minimum eligibility requirements to run for the Board?
Members who are at least 25 years old and in good standing, have completed at least 20 CPE provided by NATP either at the state or national level per year for each of the past three years, have worked full-time or part-time in the tax preparation industry, have been a member of NATP for at least three of the last five years, and for 2021 have attended at least three (3) live, in-person or virtual (TaxCon, Virtual Tax Forum and Virtual Tax Season Update) educational events provided by NATP national within the last three years. At least one of the three being a live, in-person educational event (attendance at the National Conference in Anaheim or Chicago would qualify). Excluded are webinars, half/full day online workshops and any on-demand offerings.
Is there a certain degree of education you must have to be eligible to run for the Board?
There are no specific educational requirements defined for a National Board member, but each candidate should be knowledgeable in the tax, accounting and/or financial fields.
If I am not a credentialed tax preparer, can I still run for the Board?
Absolutely. Any member who meets the minimum eligibility requirements can run for the Board.
Must I be an active NATP Chapter member to be chosen as a nominee for Board membership?
No, a potential candidate is not required to be a Chapter member. NATP has many members in states that do not have a Chapter, and those members each have an equal opportunity to submit an application as a potential candidate for NATP’s Board of Directors. That being said, it would be advantageous to have previous leadership experience. If your state does not have a Chapter, it is beneficial for potential candidates to become active at some level, within NATP—whether that be by serving as a volunteer, serving on a workgroup, visiting nearby Chapters, etc.
Does NATP investigate whether a potential candidate has been sanctioned by any taxing authority?
Candidates will be asked to voluntarily disclose any disciplinary issues, in addition NATP may complete a review of IRS, state tax agency and publicly available websites.
What qualifications are looked for in a prospective Board member?
The prospective candidate should be innovative and capable of visionary planning into the future five to ten years. Time management, recognizing the necessity of deadlines, working well with others and the ability to compromise are essential characteristics of an effective Board member. Each Board member must consider that they represent the entire membership and commit to putting their individual feelings aside for the good of the organization and membership as a whole.
Are there any geographic limits on who may apply?
No, there are no geographic limits on who may apply.
What is the candidate process and how long does it take?
The process begins with a formal request of a candidate packet from the National Office at email@example.com. Your eligibility is confirmed and you will submit your valid, timely-received packet to the National Office. The Nominations Committee will evaluate, contact references and conduct nominee interviews at National Conference. Once the interview process is complete, a final slate of candidates is submitted to the membership. The timeframe for this process varies since due dates of packets are set according to yearly National Conference dates.
Members vote and then the ballots are tabulated and certified by a third party balloting firm. Nominees are contacted and notified of the results before the announcement of the newly-elected Board members is made to the membership.
What happens to all the personal information that is submitted to the Nominations Committee?
A waiver is signed as part of the packet that you submit as a candidate for the National Board. This waiver allows all your information to be used by the Nominations Committee and released to NATP members and current Board of Directors to use for voting purposes. After the election is complete, the information is destroyed.
Can I campaign, and how much, and to what extent?
Campaigning is not allowed. The list of nominees selected for the ballot will be communicated to the members by the National organization.
Must I attend the National Conference if I am running?
Yes, there are phases of the nomination process that are completed at Conference, so you must be in attendance.
Is the Board involved in the daily operations of NATP? If not, what direction does the Board give?
The Board is not involved in the day-to-day operations of NATP. It is the duty of the Board to establish the vision for the association, provide oversight and fulfill its fiduciary responsibility to the membership.
Who sits on the Executive Committee (EC)?
The Executive Committee includes the president, vice president, secretary and treasurer. They serve one-year terms.
Do I need an Internet connection in order to be on the Board?
Yes, it is a very convenient and necessary way to communicate between the members, Chapters, staff and Board of Directors.
If I am elected to the Board can I still be an NATP instructor?
Board members are encouraged to volunteer their knowledge and experience to help with instruction of certain subjects from time to time. Board members may serve as speakers, but they may not be compensated for such services, be it from the National organization or an NATP Chapter, while serving on the Board.
How many Board members serve NATP?
The NATP Bylaws allow for the election of 9-11 National Board members.
What is the term of office for a Board member?
Board members are elected to serve a three-year term and may run for re-election at the end of those three years. They may only serve nine years in any 14-year period. These terms are staggered so that three to four seats are up for election each year.