It Should take about 150 hours of Self Study + Seminars + Practical Learning Time + You Demonstrating Capability and Readiness To Become a Chartered Memory Steward. Note this is an estimate. The acid test is demonstrated capability using Simple Machines to design a private secure community forum according to CMS principles as represented to and accepted by The Registrar.

The Strategic Archives Community of Practice and starter template serves as a foundation on which to organize the memories of an endeavor that reflects where their drivers and teams want to go, to end up.  Candidates cannot see the entire forum initially but it will be revealed as part of the qualification process

Candidate Self Study Materials link to self learning resources that prepare you for the 150 hours of seminars and Strategic Archives interaction. 

These include a copy of Wissensmanagement Forum's Illustrated Guide To Knowledge Management, arguably the best overview ever of knowledge management. We advise starting with it and glancing through it and getting the highlights. Then go through the other links and come back to the guide in the end and have a closer look. Afterwards keep it as a member because as you learn more there will always be more in it to put to use

The hours are somewhat elastic in that 150 hours may not be sufficient time for some candidates to meet membership requirements, while some could need less if they grasp things quickly and put what they learn to work. In the end it is all about demonstrating professional level competence and capability in designing a Community of Endeavor according to Registrar standards and judgement.

Webinars are presented by Taxboard and CMS founder John B Voorpostel CPA, and Chartered Memory Steward Founding Registrar. As all profession intellectual property is his through Info L inc, his judgement of fitness for membership and readiness to use the template is the current standard. 

Interaction with others in the Strategic Archives Community of Practice For Corporate Memory Stewards is a significant part of the learning experience and final candidate assessment. This community Is Also Important In Moving Forward As A Resource For Members For Use In Their Engagements

As membership Grows The Community Gains Value As We Collectively Enhance Our Craft.


Candidates require a web host with that can run Simple Machines server scripts. Web hosting plans are easy to obtain and cheap and tax deductible. If you have a website now, it's not a lot of work to get Simple Machines up and running, or use your client's current web host and IT people so your client can host their own on line community. If you want to host client communities yourself to "lock clients in", that can be done too. If you need a good provider Canadian Web Hosting is a place to start.

And think about partnering with a present client to qualify with and start earning back the tuition immediately.

Designated CPA's automatically qualify for Taxboard membership
John co-founded this Simple Machines tax forum in 2008 and it has become Canada's foremost Community of Practice for Canadian tax and accounting professionals. There Are Membership Restrictions which Canadian CPAs meet.