Dreams of Tomorrow Becoming Reality Today

2013 Annual Meeting

August 8 - 10, 2013 Anaheim, CA

Annual Meeting Program (PDF)

Please note: The Hyatt Regency Orange County and Hilton Garden Inn Anaheim are sold out of rooms. Please book at the overflow hotel (see details in hotel section).

Dreams of Tomorrow Becoming Reality Today is the theme for the 2013 Beta Alpha Psi Annual Meeting. With this theme, there is no more fitting place to have the meeting than in Anaheim, California, the home to Disneyland!

Beta Alpha Psi President, Blane Ruschak, along with the 2013 Annual Meeting Chair, Jan Taylor Morris (Beta Alpha Psi President Elect), 2013 Program Chair, Scott Hobson, and other event coordinators are working hard to plan a fun-filled and interesting meeting that you will not want to miss.

In addition to the usual opportunities to network, learn and compete, a very meaningful Community Service Day has been planned. Deemed BAP International Day of Literacy, attendees will distribute books at local Orange County elementary schools and teach about the importance of literacy. This is the first time Beta Alpha Psi has done a Community Service Day like this!

Also, you will be glad to know we have worked out a deal for annual meeting participants to go to Disneyland on Friday night at a substantially reduced price! If you are interested in going make sure to check the CVENT registration page to purchase tickets in advance, as no tickets will be sold during the Annual Meeting.

Below are other highlights to look forward to at the Annual Meeting:

  • Project Run With It – 72 students can compete this year.
  • Chapter Operations Sessions – Over 80 Chapters will be presenting.
  • Professional Sessions with many new and exciting topics.

We hope that you will attend this year's annual meeting- we are sure it will be one of the best experiences you've had with BAP thus far.

Dates & Registration

August 8 - 10, 2013

Register online here.

Registration Fees

Early Bird Fee: $210
Regular Fee: $250

Early bird deadline is Saturday, June 15th.


Hyatt Regency Orange County
11999 Harbor Blvd.,
Garden Grove, California, USA 92840
Phone: +1.714.750.1234
Fax: +1.714.740.0465

Annual Meeting Program (PDF)

Wednesday, August 7  
3:00pm - 5:45pm Project Run With It (PRWI) Registration  
5:00pm - 8:00pm Annual Meeting Registration  
6:00pm - 7:00pm Project Run With It (PRWI) Opening Session  
7:00pm - 11:00pm

Project Run With It (PRWI) Breakouts

*Please click on the Project Run With It Link for updates and full agenda*

Thursday, August 8
7:00am - 6:30pm Annual Meeting Registration  
8:00am - 8:45am Breakfast  
8:30am - 10:00am New Faculty Advisor Workshop  
9:00am - 10:00am Community Service Day Welcome  
10:00am - 2:00pm Community Service Day Event  
5:00pm - 6:30pm Opening Plenary Session  
6:30pm - 8:30pm Welcome Reception/Exhibit Hall Open  
Friday, August 9
7:00am - 7:45am Breakfast  
8:00am - 9:00am Friday Plenary Session  
9:15am - 10:30am Concurrent Session 1  
10:30am - 11:00am Refreshment Break & Exhibits  
11:00am - 12:15pm Concurrent Session 2  
12:15pm - 1:45pm Lunch and Awards  
2:00pm - 3:15pm Concurrent Session 3  
3:15pm - 3:30pm Refreshment Break  
3:30pm - 4:45pm Concurrent Session 4  
5:00pm - 7:00pm Optional Friday Evening Disney Event  
Saturday, August 10
7:00am - 7:45am Breakfast  
8:00am - 9:00am Saturday Plenary Session  
9:15am - 10:30am Concurrent Session 5  
10:30am - 10:45am  Refreshment Break  
10:45am - 12:00pm Concurrent Session 6  
12:15pm - 12:45pm Final Awards Presentation/Closing  










Bisk CPA Review


















The Beta Alpha Psi Professional Partners further the mission and programs of the Beta Alpha Psi organization through the commitment of financial and people resources, knowledge and talent. Members of the Beta Alpha Psi Professional Partners financially support BAP through annual member fees which subsidize the Regional and Annual meetings each year. Additionally, individual BAP Professional Partner representatives utilize their personal networks to secure speakers for these meetings, or their personal knowledge and expertise to deliver professional session content.

Representatives function as judges for the annual Best Practices competition, review nominations and select winners of the Business Information Professional of the Year awards, and network with student members and faculty advisors of Beta Alpha Psi to provide input, counsel and advice regarding careers in the areas of Accounting, Finance and Information Systems. Finally, a number of Professional Partner organizations and associations sponsor the many student chapter and faculty advisor awards each year. As a result the generous support and commitment of the Beta Alpha Psi Professional Partners, Beta Alpha Psi remains the leading organization for students interested in careers in the Business Information field.

Our Professional Partners


Hotel Accommodations

Overflow Hotel

Embassy Suites Anaheim - South

11767 Harbor Boulevard

Garden Grove, CA


Reservation Link:



Double/Triple/Quad Occupancy Rate: $169
Use code BAP or group name Beta Alpha Psi to receive group rate when booking.

Rates are exclusive of applicable state and local taxes.
Current Tax Rate   /  17%


Overflow Hotel- Sold Out

Hilton Garden Inn Anaheim / Garden Grove

11777 Harbor Boulevard

Garden Grove, CA


Reservation Link:



Single/Double/Triple/Quad Occupancy Rate: $119.00
Use code BAP13 when calling to book your room to receive the group rate
Rates are exclusive of applicable state and local taxes.
Current Tax Rate   /  17.065%


Meeting Location Hotel: Hyatt Regency Orange County- Sold Out

Hyatt Regency Orange County - (http://orangecounty.hyatt.com/hyatt/hotels-orangecounty/)

11999 Harbor Blvd.,

Garden Grove, California, USA92840

Reservation Link:



Hotel Accommodation (i.e., rates/occupancy):
Single/Double Occupany: $129
Triple/Quadruple Occupancy: $154
Self Parking: $10 per day

Rates are exclusive of applicable state and local taxes.
Current Occupancy Tax is 17.065%

Please note:

Group rate is available 3 days pre and post meeting based on availability.

All reservations must be accompanied by a first night room deposit or guaranteed with a major credit card. Hotel will not hold any reservations unless secured by one of the above mentioned methods.


Disneyland Express- http://graylineanaheim.com/docs/DRE%20Brochure.pdf

John Wayne/Orange County Airport (SNA)
18601 Airport Way
Santa Ana, CA 92707
Distance: 13 miles

Super Shuttle: $10 per person/one way

Disneyland® Resort Express Bus: $11 per person/from hotel to airport only
The Disneyland Resort Express provides the most convenient mode of transportation between John Wayne Airport and the Disneyland Resort area, including Disneyland Resort and Anaheim Resort hotels. Upon exiting baggage claim, proceed to the GTC. The Disneyland Resort Express picks up Guests in front of the ticket booth located to the left on a regular basis. Reservations are not required, but there is a fee to ride.

Additional Transportation through Hotel Concierge:
•Town car -$50 one way
•SUV -$60 one way
•Limo -$105 one way +20% Service Charge (up to 8 passengers)
•Van -$75 one way (15 passengers, 10 passengers w/ luggage)
*Additional charges apply for a "Meet and Greet" pickup.

Los Angeles International Airport (LAX)
380 World Way
Los Angeles, CA 90045
Distance: 35 miles

Super Shuttle: $16 per person/one way

Disneyland® Resort Express Bus: $17 per person/from hotel to airport only
The Disneyland Resort Express provides the most convenient mode of transportation between LAX and the Disneyland Resort area — including Disneyland Resort and Anaheim Resort hotels.

Upon exiting the baggage claim area at LAX, proceed to the center island. You may board the Disneyland Resort Express underneath the green sign in front of each terminal. Busses depart frequently beginning at Terminal #1. Reservations are not required, but there is a fee to ride.

Additional Transportation through Hotel Concierge:
•Town car- $110 one way
•SUV- $125 one way
•Limo- $165 one way + 20%service charge(up to 8 passengers)
•Van- $135 one way (15 passengers, 10 passengers w/ luggage)

*Additional charges apply for a "Meet and Greet" pickup.  Limousine pickup from LAX is curbside only - there is no "Meet and Greet" option.

Long Beach Airport (LGB)
4100 E Donald Douglas Dr,
Long Beach, CA 90808
Distance: 18 miles

Super Shuttle: $35 for the first person + $9 each additional person/one way.

Additional Transportation through Hotel Concierge:
•Town car- $60 one way
•SUV- $75 one way
•Limo- $110 one way +20% service charge (up to 8 passengers)
•Van- $85 one way (10 passengers w/ luggage)
*Additional charges apply for a "Meet and Greet" pickup.

Taxi: Taxi service is available at the hotel.  Rates may vary.
Contact Hyatt Regency Orange County Guest Services at 714 740 6051 for additional information.

Things to Do

For things to do in Anaheim, CA visit http://anaheimoc.org/content/what-do.

2013 Best Practices Competition

Sponsored by Deloitte

All first place winners from the 2013 regional meetings are invited to present at the annual meeting on Friday, August 9th, 2013 in Anaheim, CA. The Best Practices sessions will take place between 2:00 and 4:45 PM.

Best Practices Coordinators:

Diane Pattison: pattison@sandiego.edu (all email communication should be directed to Dr. Pattison)

Mehmet Kocakulah: mkocakul@usi.edu


All First Place Winners must notify Best Practices Coordinator Diane Pattison by May 1st with their intention to present.

All presenting chapters are strongly encouraged to review pages 15 & 16 in the {file id=10292 label="Best Practices Manual"}.

Topic 1 – Innovation

RegionSchoolChapter Name
Western California State University, Northridge Epsilon Chi
Southeast Middle Tennessee State University Zeta Gamma
Southwest University of Central Arkansas Theta Lambda
Atlantic Coast Pace University Iota Lambda
Rocky Mountain Utah State University Delta Omega
Missouri Valley University of Central Missouri Iota Mu
Midwest Bradley University Zeta Lambda
Northwest Seattle University Delta Eta


Topic 2 – Inspiration

RegionSchoolChapter Name
Western California State University, Sacramento Beta Phi
Southeast University of Central Florida Epsilon Gamma
Southwest University of Texas at El Paso Theta Beta
Atlantic Coast University at Buffalo Zeta Theta
Rocky Mountain The University of New Mexico Theta Xi
Missouri Valley University of Nebraska - Lincoln Delta Omicron
Midwest University of Michigan - Dearborn Kappa Sigma
Northwest Portland State University Epsilon Alpha


Topic 3 – Imagination

RegionSchoolChapter Name
Western California State University, Los Angeles Beta Lambda
Southeast Valdosta State University Mu Zeta
Southwest University of Texas at El Paso Theta Beta
Atlantic Coast Pace University Iota Lambda
Rocky Mountain Utah State University Delta Omega
Missouri Valley University of Missouri - St. Louis Gamma Psi
Midwest Ball State University Zeta Omega
Northwest Portland State University Epsilon Alpha

Community Service Day 

Sponsored by KPMG LLP and the KPMG Foundation


ATTENTION: This volunteer opportunity requires you to arrive in Anaheim before 9:00 a.m. PT on August 8.

As part of the 2013 Beta Alpha Psi (BAP) annual meeting in Anaheim, California, KPMG LLP and the KPMG Foundation are proud to sponsor the BAP International Day of Literacy for our Community Service Day project. The event is in collaboration with the Orange County United Way and the non-profit organization First Book. On Thursday, August 8, we will be visiting local schools and agencies of United Way to distribute books and teach the children the importance of literacy in their lives. All BAP annual meeting attendees are expected to participate.

If you would like to participate in Community Service Day but are unable to travel to a school, please email Della Moore at dkmoore@kpmg.com. There will be an activity at the hotel for you to do instead.

Attire: Please dress casual and wear comfortable shoes (no flip flops or open-toed shoes). We will be outside at some of the locations. You will be given a t-shirt to wear. Shorts are acceptable, but should not be too short.

Please note: Project Run With It members will not participate in Community Service Day.


School Supply Drive

Also, as part of Community Service Day, we are collecting school supplies, which will be distributed to a local Orange County elementary school. Please choose an item below to bring to Anaheim. If you choose to wait until you arrive in Anaheim to purchase your donation, there is a Target directly across the street from the hotel. These items will be collected at the Community Service Day registration table at the Hyatt Regency.

  • Ruler
  • Box of #2 Pencils
  • Box of 24 Crayons
  • Package of Glue Sticks
  • Fun-Shaped Erasers
  • Washable Markers
  • Children's Scissors
  • Pencil Case
  • Wide-Ruled Spiral Bound Notebook
  • Pocket Folders
  • Box of Colored Pencils
  • Pack of Fun Stickers
  • We will have a raffle for those who contribute school supplies.

Check back for updates to this information.

We look forward to seeing you in Anaheim and having you participate in this exciting opportunity!

Project Run With It (PRWI)

Sponsored by Moss Adams

Click here to nominate someone for PRWI

Please post questions or comments about PRWI on BAPConnect.


The purpose/mission of Project Run with It (PRWI) is to further the service Beta Alpha Psi provides to the community and to provide members/candidates with an opportunity to engage in a real-world consulting project.

General Description 

PRWI 2013 will involve up to a maximum of 72 BAP chapter student representatives working together during the annual meeting to develop solutions to real life business problems of actual not-for-profit (NFP) agencies located in the area where the annual meeting is being held. The students, working in eighteen teams of four, will have the equivalent of approximately one and half working days to develop a formal presentation showcasing their solution to the business issues presented by the NFPs in their request for proposal for consulting services. Prior to the meeting, the NFP organizations will provide background information and during the meeting will be available to answer the participating students' questions.



How to nominate chapter member/Requirements of nominees 

Each chapter may nominate as many chapter members as they wish of any of the three majors. However if at least 72 chapters nominate at least one student, each ultimately participating chapter will be limited to only one participant.

Nominations are due May 1, 2013, by midnight East Coast time

Students interested in being nominated to participate in PRWI are required to:

  • Complete a PRWI Nomination Form per instructions on the form.
  • Complete a Statement of Interest in participating in PRWI and submit with the Nomination Form. The statement should be no more than one page and should answer the following questions:
    1. Why do you want to participate in PRWI?
    2. What skill set will you bring to your team?
    3. What is your previous experience with NFPs and/or other community service?
  • Complete a confidentiality agreement form.
  • Submit the three required items NO LATER THAN May 1, 2013, midnight East Coast time. Nominations WILL NOT BE accepted by the Executive Office until all required items are received.

In the likely event that more than 72 students from at least 72 chapters apply for the competition, the selection criterion will be as follows:

  • Major (ideally we would like to have a mix of accounting, finance, and information system majors). Students with declared double majors should clearly indicate such on the nomination form. We will accept up to 18 non-accounting majors.
  • Service to BAP (members will have priority over candidates; officers will have priority over regular members, in the event of multiple nominations from the same chapter)
  • Grade point average
  • Statement of Interest described above
  • Affirmative statement by the student of his/her ability to attend the annual meeting and be able to arrive in time for the opening kickoff session.
  • Timeliness of nomination
  • The number of chapters that have nominated students
  • Regional allocation of students ultimately selected
  • Students will be notified by the PRWI faculty coordinator as to whether or not they were selected between May 15 and May 20. Students not selected will be placed on the waitlist and those students will be notified of their priority on the waitlist.

Once selected for participation, the participants will be notified to which NFP/case study they will be assigned. Information regarding teammates will not be provided until the kickoff meeting.

Competition Details 

The participating NFPs will be announced at all the regional meetings and the cases will be posted on the BAP/PRWI website by no later than February 15, 2013. Once the participating students are identified and notified of their participation, specific information relevant to the issues being presented for the NFPs will be provided to the students.

Note: Students will not be provided their assigned teams until arriving at the annual meeting. Each participant is expected to familiarize him/herself with selected project case prior to the meeting.

The schedule for PRWI participants generally follows this format:

Wednesday -

6p to 7p General kickoff meeting with the NFP representatives. At this time, team assignments will be announced (six teams per project). Please note that YOU MUST ARRIVE IN ANAHEIM IN TIME TO ATTEND THIS SESSION. We will allow for a one hour allowance on the arrival time (6p vs. 7p) if caused by travel delay out of the control of the student. To qualify for this one hour allowance, you will need to contact the faculty coordinator and let her know of the delay well in advance of the 6p registration deadline. Travel arrangements need to account for travel from the arrival airport to the conference hotel. Depending upon what airport you arrive and what time your flight arrives, your commute to the conference hotel could be as much as two hours. (LA area traffic issues are not over exaggerated.)

Once registered for the Project, students are to report to the main meeting room. Students who are not in the main meeting room at 6p (unless qualifying for the one hour extension as detailed above) will be subject to disqualification.

7p to ~9p - After the general kickoff meeting, participants will break into specific case breakout rooms and have time to ask the NFP representative specific questions. The nature of these discussions are very important to the overall success of a team, therefore, our reason for disqualifying a student if travel delays will cause them to arrive past 7p. A team that is not at full force (i.e., all 4 members) would be at a serious disadvantage.

~9p to ?? - Work with team members to begin planning of the approach to be taken

Thursday -

Participants will be allowed to work in their assigned workrooms from approximately 7a until 4:45p, which is the cutoff for delivery of the completed PowerPoint® presentation to the PRWI faculty coordinator.

Each team will be provided a Moss Adams flash drive on Wednesday which will be the only flash drive acceptable to be turned in.

PRWI participants will not be attending Community Service Day (CSD).

PRWI participants will participate in the Thursday evening meeting activities, which will include a plenary speaker and a meeting-wide social event.

Friday -

Presentations will be delivered to the judging panels concurrently in three separate rooms starting immediately after the conclusion of the international chapter meeting.

The case studies are each written as a Request for Proposal (RFP) and the six competing teams for each NFP will present their proposal much like a consulting firm would (i.e., teams will pitch their proposal).

Saturday -

Winning teams will be announced at the awards presentation. All PRWI participants are invited, but not required, to stay and meet with judges, including the NFP representatives, for feedback on presentations and recommendations.

The Judges, General Judging Criteria, and General Guidelines 

Additional information 

Students that are ultimately selected for the Project will receive a great deal of additional information by email. Therefore, it is imperative that when applying the email you provide on your nomination form must be an address you will be checking during the summer.


A first-place team will be selected for each NFP by a panel of judges. The judging panels will consist of a representative from the team's NFP, an academic representative, and a Moss Adams representative.

Presentations will be judged on the following general criteria:

  • Relevance to the NFP and their ability to implement the solution in the most cost effective way.
  • Research related to specific issue being addressed.
  • Professionalism of presentation.

Presentations guidelines are:

  • Maximum time for team presentations is 12.5 minutes
  • Additional time (up to 5 minutes)will be provided for follow up Q&A by the judges only
  • Business professional attire

The Prizes 

Each chapter represented on the first place teams will receive a plaque (which will bear the name of the participating student and chapter) and a $1,000 cash award.

Rewards and Benefits 

Students, participating NFPs, faculty advisors, and observers at prior years' competitions considered PRWI to be intellectually challenging, personally fulfilling, worth the time investment, and résumé enhancing. If these benefits sound interesting, Beta Alpha Psi and Moss Adams LLP invite your chapter to nominate as many members/candidates as you wish to participate in the PRWI competition.


During the time running up to the May 1, 2013 nomination cutoff, we will post some information at BAPConnect. Further, should you have any questions, you should post those to BAPConnect. They will be addressed by the faculty coordinator in a timely fashion.

Communications Pertaining to Award Winner(s)

All communications including, but not limited to press releases, media advisories and articles relating to award winners must go through the Executive Office of Beta Alpha Psi. Before any communications are sent out for notification, publication or pitched to media they must be approved by the Executive Office. 

The announcement of award winners through a source other than the Beta Alpha Psi Executive Office requires prior permission from the Executive Office. Award winners may not be announced to a university or its affiliates, or any other association without permission. At the time permission is granted, an announcement date will be agreed upon by the Executive Office and the announcement seeking party.


Beta Alpha Psi encourages exhibitors to participate in the Annual meeting to provide information regarding Graduate Programs, Professional Examinations and Professional Organizations.

Exhibit Hours

Thursday, August 8, 2013- 6:30pm - 8:30pm

Friday, August 9, 2013- 7:00am - 8:00am 

10:30am - 11:00am

*Schedule subject to change*

For Exhibitors 

For all exhibitor related questions please contact Michelle Dial at (919) 402-4802 or mdial@aicpa.org.

Exhibitor Prospectus

Exhibitor Floor Plan

Exhibitor Kit

Confirmed Exhibitors: (Updated Weekly)

Booth # Company Website
310 Accounting and Financial Women's Alliance www.afwa.org
201 American Institute of CPAs www.thiswaytocpa.com
203 American Institute of CPAs- IMTA Group www.aicpa.org
109 American Woman's Society of CPAs www.awscpa.org
300 Becker Professional Education www.becker.com
200 Bisk CPA Review www.cpaexam.com
101 California Society of CPAs www.calcpa.org
309 CPAExcel www.cpaexcel.com
106 Fast Forward Academy fastforwardacademy.com
202 Georgia State University www.robinson.gsu.edu
304 Gleim www.gleim.com
110 Graduate Management Admission Council (GMAC) www.mba.com
205 Hofstra University www.hofstra.edu
207 Institute of Management Accountants www.imanet.org
308 The Institute of Internal Auditors https://na.theiia.org
105 Kaplan CPA Review www.kaplancpareview.com
305 National Association of Enrolled Agents (NAEA) www.naea.org
204 National Association of State Boards of Accountancy www.nasba.org
100 Northern Arizona University www.franke.nau.edu/graduateprograms
108 Ohio Northern University www.onu.edu/mppa
302 Quinnipiac G.A.M.E. IV Forum qgame.quinnipiac.edu
209 Roger CPA Review www.rogercpareview.com
208 The Ohio State University http://fisher.osu.edu/
107 The University of Texas at Dallas, Naveen Jindal School of Management www.jindal.utdallas.edu
103 University of Connecticut (UCONN) http://msaccounting.business.uconn.edu
104 University of Dayton RISE Forum http://www.udayton.edu/business/rise/
303 University of Notre Dame http://business.nd.edu/msa
301 University of Pittsburgh www.business.pitt.edu
306 University of San Diego www.sandiego.edu/accountancy
111 University of Southern California www.marshall.usc.edu/gap
311 University of Utah - School of Accountancy www.business.utah.edu/soa
307 Wiley www.wiley.com
206 Yaeger CPA Review www.yaegercpareview.com