Association services, namely, promoting the interests of certified public accountants and financial professionals; providing business leadership development, and providing public advocacy services to promote awareness, all in the fields of leadership development, diversity, ethical responsibility, excellence, strategic innovation and best practices in financial and business management; administration of a discount program for enabling members to obtain discounts on goods and services through use of a membership program; [ arranging and conducting business roundtables, ] business discussion forums in the nature of business conferences, business meetings and business leadership conferences for networking purposes; membership directory referral services in the fields of accounting and finance [; and providing information and assistance on recruiting efforts, namely, employment recruiting consultation]

Educational services, namely, providing training in the form of courses, seminars, symposia, discussion forums and roundtables in the field of leadership development, diversity, ethical responsibility, excellence, strategic innovation and best practices in financial and business management; and providing online [magazines,] newsletters, bulletins and circulars of interest to certified public accountants and financial professionals