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Guide to the Accountants Club of America Records
1906, 1927, 1973-2017
 MS 3065

New-York Historical Society
170 Central Park West
New York, NY 10024
Phone: (212) 873-3400


New-York Historical Society

Collection processed by Larry Weimer

This finding aid was produced using ArchivesSpace on November 02, 2018
Finding aid written in English using Describing Archives: A Content Standard

Descriptive Summary

Creator: Accountants Club of America (New York, N.Y.)
Title: Accountants Club of America records
Dates [inclusive]: 1906, 1927, 1973-2017
Abstract: The Accountants Club of America, based in New York City and incorporated in 1927, provides programs of interest to professionals in accounting and related fields. The records in the collection date primarily from 1985 to 2010 and hold minutes of the organization's Board of Governors and lists of the officers, advisors and members. Originals of draft constitutions of a 1906 predecessor organization are in the collection as are photocopies of some other organizational documents.
Quantity: .42 Linear feet in one document box
Call Phrase: MS 3065

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Biographical / Historical

The Accountants Club of America (ACA) traces its roots to about 1897 when accountants Charles Waldo Haskins and Elijah Watt Sells (of the firm Haskins and Sells, which later became part of the firm known by 2018 as Deloitte) advocated for informal gatherings of professional accountants. Such meetings were held in the ensuing decades culminating in 1927 with the incorporation of the ACA to provide an ongoing vehicle for organizing the meetings. Although centered in New York City, "of America" was included in the name to give it national stature. The purpose of the Club, as stated in its by-laws, is "to provide an environment in which professional colleagues in the accounting profession and related fields can meet in a comfortable social setting to exchange ideas, thoughts and information of interest on topics of personal, business, social and professional issues." The organization runs various programs for its members, including speakers, roundtable discussions and social gatherings for networking.

Accountants Forum, Inc. (AFI) was formed in 1941 and is an affiliate of ACA. It is a 501(c)(3) tax-exempt organization that provides financial support for ACA's programs. ACA and AFI share by-laws, officers, and other governance matters.

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Content Description

The Accountants Club of America (ACA) records are comprised of four lists of officers, governors, advisors, and members from years 1989, 1995, 2001, and 2009; minutes of Board of Governors and Advisory Board meetings from 1985-2005, 2007, and 2010; event publicity flyers from 1984 to about 2017; original correspondence and draft constitutions from 1906 related to ACA's predecessor organization, Public Accountants Club; and photocopies of various state filings and by-laws. The filings date primarily from 1973, though there is a photocopy of Accountants Foundation Inc's filing for incorporation from 1927-28.

The minutes primarily concern programming, financial matters, and membership. Minutes of the early 1990s also include reference to long term planning concerning the mission of the organization and foundation funding. Most of the minutes are those of Accountants Club of America Board meetings; but a small number are those of Accountants Forum.

Arrangement

The collection is organized by type of document.

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Access Points

Document Type

  • Bylaws (administrative records)
  • Certificates of incorporation
  • Membership lists.
  • Minutes.

Subject Organizations

  • Accountants Club of America (New York, N.Y.)
  • Accountants Forum, Inc. (New York, N.Y.)

Subject Topics

  • Accountants -- New York (State) -- New York.
  • Professional associations -- New York (State) -- New York.

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Administrative Information

Access Restrictions

Open to qualified researchers.

Conditions Governing Use

This collection is owned by the New-York Historical Society. The copyright law of the United States governs the making of photocopies and protects unpublished materials as well as published materials. Unpublished materials created before January 1, 1978 cannot be quoted in publication without permission of the copyright holder. Photocopying undertaken by staff only. Limited to 20 exposures of stable, unbound material per day.

Preferred Citation

This collection should be cited as Accountants Club of America records, MS 3065, The New-York Historical Society.

Immediate Source of Acquisition

Gift of Accountants Club of America and of Accountants Forum, Inc., August 2018.

Processing Information

Collection processed by archivist Larry Weimer, August 2018.

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Container List

Container 1 Container 2   Title Date
Box: 1 Folder : 1 Annual Booklets Listing Officers, Governors, Advisors and Members
1989, 1995, 2001, 2009
Box: 1 Folder : 2-10 Minutes of the Meetings of the Board of Governors and Advisory Board (8 folders)
1985-2005, 2007, 2010
Box: 1 Folder : 11 Prominent Past Events

Scope and Contents

Publicity flyers for events with featured speakers, such as sports figures Marvin Powell and Marty Glickman, authors Bryan Burroughs and James B. Stewart, international figures Leopoldo Villar Borda and Bryan Cassidy, TV/radio personalities John Gambling and Garrick Utley, political figures Geraldine Ferraro and Rick Lazio, business/financial figures Alan Greenberg and Richard Parsons, and others. Also, the invitation/program for the 80th anniversary reception (2007).

1984-2004, 2007, 2017
Box: 1 Folder : 12 Founding Documents: Public Accountants Club (originals)

Scope and Contents

Holds four letters from George Wilkinson and Francis How in connection with the formation of the Public Accountants Club, a predecessor to the ACA; an early, heavily marked-up draft of a constitution and by-laws; a later draft of same; and an application for membership for Thomas Cullen Roberts (possibly the first member other than the founders). All documents in this folder are originals, dating to 1906.

1906
Box: 1 Folder : 13 Founding Documents. Public Accountants Club (photocopies)

Scope and Contents

Holds photocopies of most of the 1906 documents found in the preceding folder, plus a couple of letters not found in the original.

1906
Box: 1 Folder : 14 Certificate of Incorporation of Accountants Foundation, Inc. (photocopy)

Scope and Contents

Holds a late 20th century photocopy of the 1927-28 certificate and the consent from the New York State Education Department.

1927-1928
Box: 1 Folder : 15 Organizational Documents: Accountants Club of America

Scope and Contents

Holds photocopies of two filings with New York State: a certificate of type of not-for-profit corporation and a certificate of amendment of the certificate of incorporation. Holds copies of ACA's by-laws, revised as of 20 April 1960, 29 September 1970, and 25 September 1997.

1960-1997
Box: 1 Folder : 16 Organizational Documents: Accountants Forum Inc.

Scope and Contents

Holds photocopies of filings with New York State related to the incorporation of Accountants Forum in 1973, including by-laws and certificate of incorporation. Also includes another photocopy of the 1927-28 filing by Accountants Foundation (identical to the copy above; transmitted by outside counsel in 1992).

1973
Box: 1 Folder : 17 Historical Sketches

Scope and Contents

Holda four brief histories of the club, two reproductions of images of early meeting places, and a photocopy of the 1933 newsletter "Work Sheet" with organizational status notes.

1933, circa 1987-2007

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