CTPC Strategic Plan 2023 – 2025

The Center for Tax Policy and Compliance (CTPC) initiated its first strategic planning process, with the Board of Directors approving the final plan on January 12, 2023. This plan was developed by the Strategic Planning Committee, comprising CTPC members and leaders from various disciplines, and guided by a professional strategic planning firm. The committee analyzed CTPC's mission, vision, key stakeholders, and strategic directions, setting goals to guide CTPC through the next three years. CTPC leadership and committees have committed to driving these goals forward, measuring success by established metrics, and regularly updating members on progress through our website and annual meetings.

While this summary provides a high-level overview, we encourage reviewing the complete Strategic Plan for full details. For comments, please contact us at info@ctpcusa.org.

Download

Strategic Plan Overview

The plan consists of four main sections:

Vision – Outlines CTPC’s primary purpose for members, stakeholders, and collaborators.
Mission – Defines CTPC's objectives and activities that support the vision.
Strategic Priority Areas – Identifies focus areas for the plan’s duration, highlighting groups for targeted outreach.
Goals and Success Metrics – Details specific operational goals and measurable metrics for each Strategic Priority Area.

Vision

To empower the tax community in shaping effective and equitable tax policies and practices through research, education, and collaboration.

Mission

Foster advanced research and discussion on tax policy and compliance for a wide audience.
Build collaborations across tax and finance disciplines, including government officials, corporate leaders, and independent experts.
Provide robust professional development and mentorship opportunities for a diverse membership.
Enhance public understanding of tax implications and fiscal policy.

Strategic Priority Areas

Research Excellence
Collaboration and Engagement
Professional Development
Diversity, Equity, and Inclusion

CTPC will focus on the following key groups across all Priority Areas: (1) early-career professionals; (2) graduate students; (3) non-economists; (4) researchers; and (5) organizations focused on underrepresented groups.

Goals for Each Strategic Priority Area

Research Excellence

Increase accessibility to CTPC’s research, and expand the reach of the CTPC Journal to a broader audience.
Provide recorded sessions from annual conferences on the CTPC website.

Collaboration and Engagement

Boost interdisciplinary sessions at events.
Offer a trial one-year membership for new conference attendees.
Identify and engage with new organizations that align with CTPC’s mission.

Professional Development

Broaden mentorship opportunities.
Increase fellowship programs for early-career scholars from underrepresented groups and establish fundraising initiatives to support these programs.

Diversity, Equity, and Inclusion

Form a dedicated Diversity and Equity Committee within the CTPC Board.
Define diversity standards (race, ethnicity, disability status, organizational and geographical diversity, etc.) for CTPC.
Ensure diverse representation in CTPC leadership.
Track the demographics of CTPC members, conference attendees, and awardees to benchmark diversity goals.
Pursue partnerships with organizations advocating for underrepresented groups in tax and finance (e.g., National Society of Black Accountants, Hispanic Association on Corporate Responsibility, Native American Finance Officers Association).