We have published the tentative dates for the 2022-202 meetings. The meeting dates are subject to change. The event subject matter changes from event to event but will be published here when it is known. Here are the 2022 – 2023 meeting dates:Sep 20, 2022 – TuesdayNov...

A Joint Interest (JI) and Audit committee vote was held at the April 2022 National Spring Conference in Galveston.  Both documents passed in JI with a 2/3 vote.  Audit passed both documents with a majority vote.  A Council vote is anticipated in October...

The MFI-40, 24 Month Adjustment Period for Joint Account Adjustments, is again being worked on.  The first draft completed August 16, 2021, can be viewed on the COPAS website (www.copas.org).

This is the email the SA Society sent to the Accounting Procedure drafting team on NOV 4, 2021, to let them know our major concerns regarding the previous 202X Accounting Procedure draft.  All items except #5 were taken into consideration and changed in the new...

Please find the most recent MFI Draft. 202x-AP-MFI-Draft-4-01-07-22-redlineDownload

This is the most recent draft of the 202X Accounting Procedure.  I highlighted in yellow the added language in the draft that is new or different than the 2005 Accounting Procedure. Comments to the most recent Accounting Procedure draft is due by Thursday FEB 17. ...

The MFI-40, 24 Month Adjustment Period for Joint Account Adjustments, is on hold to focus society committees on the 202X Accounting Procedure.