American Taxation Association

ATA Operations Manual

 

Operations Manual for ATA Officers, Trustees, and Committees

The links below are to the latest revision (2007, except where noted) of the initial 'Board Book' produced in 1993-94 by John Everett and Shirley Dennis-Escoffier. As Anna Fowler stated in the preface of the original document, "The purpose of this book is to provide information to the officers and trustees about the responsibilities of their positions and to give some history about the ATA and its activities and awards." This manual is intended to reduce the confusion that sometimes arises in a professional organization that meets only twice a year.

Because this is a dynamic organization and changes will always occur the decision was made not to produce a bound version of this handbook. This will allow for the timely update of any changes that are made to the handbook.


Table of Contents

Note:  All documents are PDF files
Parts I through III posted March 5, 2007; Part IV revised August 2011; Part V updated December 2013

Title page
1.  ATA Governance and Operating Procedures
By-Laws
Policies and Public Statements
Statement I - Tax Policy Commenting Procedures
Statement II - Statement on Tax Education
President
President-Elect
Vice President
Vice President-Elect
Secretary
Treasurer
Trustees
Committee Chairperson
2.  ATA Committees
ATA/Deloitte Teaching Innovation Awards
ATA/PwC Doctoral Dissertation Award
ATA Tax Manuscript Award
Accreditation and Curriculum Issues
Annual Meeting Program
Awards
Computer Resources
Concerns of New Tax Faculty
External Relations
Graduate Tax Education
JATA Conference
Membership
Mid-Year Meeting Program
Nominations
Publications
Regional Programs
Research Resources and Methodologies
Tax Policy Research Oversight
Teaching Resources
3.  ATA Awards
ATA/Deloitte Teaching Innovation
ATA/PricewaterhouseCoopers Tax Dissertation
ATA Tax Manuscript
ATA Outstanding Service
Ray M. Sommerfeld Outstanding Tax Educator ( Ernst & Young Foundation)
4.  Handbook of the Publications Committee
Publication Committee Policies  
Appendix A - JATA Policy Statement  
Appendix B - ATA Newsletter Policy Statement  
Attachment B-1 - Checklist for ATA Newsletter by Issues  
Attachment B-2 - ATA Newsletter Advertising Information  
Appendix C - ATA Website Policy Statement  
Attachment C-1 - ATA Website Advertising & Info  
Appendix D - Editorial Policy and Style Information for JATA  
5.  Minutes: Board of Trustees Mtg. and Business Mtg.
1995 Minutes of the Midyear Meeting of Trustees (2/24/95) 5-1
1995 Minutes of the Annual Meeting of Trustees (8/13/95) 5-5
1995 Minutes of the Business Meeting (8/14/95) 5-9
1996 Minutes of the Midyear Meeting of Trustees (2/23/96) 5-14
1996 Minutes of the Annual Meeting of Trustees (8/14/96) 5-17
1996 Minutes of the Business Meeting (8/15/96) 5-22
1997 Minutes of the Midyear Meeting of Trustees (2/28/97) 5-26
1997 Minutes of the Annual Meeting of Trustees (8/17/97) 5-30
1997 Minutes of the Business Meeting (8/18/97) 5-33
1998 Minutes of the Midyear Meeting of Trustees (2/13/98) 5-37
1998 Minutes of the Annual Meeting of Trustees (8/16/98) 5-41
1998 Minutes of the Business Meeting (8/17/98) 5-43
1999 Minutes of the Midyear Meeting of Trustees (2/19/99) 5-46
1999 Minutes of the Annual Meeting of Trustees (8/15/99) 5-51
1999 Minutes of the Business Meeting (8/16/99) 5-56
2000 Minutes of the Midyear Meeting of Trustees (2/25/00) 5-60
2000 Minutes of the Annual Meeting of Trustees (8/13/00) 5-65
2000 Minutes of the Business Meeting (8/14/00) 5-69
2001 Minutes of the Midyear Meeting of Trustees (2/16/01) 5-73
2001 Minutes of the Annual Meeting of Trustees (8/12/01) 5-81
2001 Minutes of the Business Meeting (8/13/01) 5-86
2002 Minutes of the Midyear Meeting of Trustees (2/15/02) 5-91
2002 Minutes of the Annual Meeting of Trustees (8/14/02) 5-95
2002 Minutes of the Business Meeting (8/15/02) 5-99
2003 Minutes of the Midyear Meeting of Trustees (2/28/03) 5-103
2003 Minutes of the Midyear Business Meeting (3/1/03) 5-107
2003 Minutes of the Annual Meeting of Trustees (8/3/03) 5-108
2003 Minutes of the Business Meeting (8/4/03) 5-112
2004 Minutes of the Midyear Meeting of Trustees (2/27/04) 5-117
2004 Minutes of the Annual Meeting of Trustees (8/08/04) 5-121
2004 Minutes of the Business Meeting (8/09/04) 5-127
2005 Minutes of the Midyear Meeting of Trustees (3/04/05) 5-134
2005 Minutes of the Annual Meeting of Trustees (8/07/05) 5-139
2005 Minutes of the Business Meeting (8/08/05) 5-146
2006 Minutes of the Midyear Meeting of Trustees (2/24/06) 5-152
2006 Minutes of the Annual Meeting of Trustees (8/06/06) 5-158
2006 Minutes of the Business Meeting (8/07/06) 5-166
2007 Minutes of the Midyear Meeting of Trustees (2/23/07) 5-173
2007 Minutes of the Annual Meeting of Trustees (8/5/07) 5-177
2007 Minutes of the Business Meeting (8/6/07) 5-181
2008 Minutes of the Midyear Meeting of Trustees (2/22/08) 5-185
2008 Minutes of the Annual Meeting of Trustees (8/3/08) 5-189
2008 Minutes of the Business Meeting (8/4/08) 5-195
2009 Minutes of the Midyear Meeting of Trustees (2/20/09) 5-199
2009 Minutes of the Midyear Business Meeting (2/20/09) 5-203
2009 Minutes of the Annual Meeting of Trustees (8/2/09) 5-204
2009 Minutes of the Annual Business Meeting (8/3/09) 5-207
2010 Minutes of the Midyear Meeting of Trustees (2/19/10) 5-211
2010 Minutes of the Midyear Business Meeting (2/19/10) 5-214
2010 Minutes of the Annual Meeting of Trustees (8/1/10) 5-215
2010 Minutes of the Annual Business Meeting (8/2/10) 5-218
2011 Minutes of the Midyear Meeting of Trustees (3/4/11) 5-221
2011 Minutes of the Annual Meeting of Trustees (8/7/11) 5-225
2011 Minutes of the Annual Business Meeting (8/8/11) 5-231
2012 Minutes of the Midyear Meeting of Trustees (2/24/12) 5-236
2012 Minutes of the Annual Meeting of Trustees (8/5/12) 5-242
2012 Minutes of the Annual Business Meeting (8/6/12) 5-256
2013 Minutes of the Midyear Meeting of Trustees (2/23/13) 5-261
2013 Minutes of the Annual Meeting of Trustees (8/4/13) 5-265
2013 Minutes of the Annual Business Meeting (8/5/13) 5-275
   
   
   
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