August 3-5, 2017
Anaheim, CA

Join us in sun-splashed Anaheim, where "the happiest place on earth" sits at the center of the city! Beta Alpha Psi's annual theme, the Best is Yet to Be, embodies our values of encouraging scholastic and professional excellence and providing opportunities for growth and leadership development.

Beta Alpha Psi President, Merle Hopkins; the 2017 Annual Meeting Chair, Sarah Bee; 2017 Program Chair, Tina Caratan; and other event coordinators are working hard to plan an educational and fun-filled 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 (sponsored by KPMG and KPMG Foundation), attendees will distribute books to local organizations in under-served neighborhoods and teach about the importance of literacy. Refer to the Community Service Day section below.

For the Friday night activity, you will have the option to go to Disneyland® Park or Disney California Adventure® Park. Review the 'Friday Night Activity' section below for more information.

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

  • Keynote Speakers- Jacob Soll (professor and author), Kimberly Ellison-Taylor (AICPA Chair), and Bryan Cloyd (Department Chair at Lehigh University)
  • Project Run With It 
  • Chapter Operations Sessions – Over 70 Chapters will be presenting
  • Professional Sessions with several new, exciting topics

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

**Registration is now closed, as we have reached our full capacity for the conference. No on-site registrations will be available. We apologize for any inconvenience.** 


August 3-5, 2017

Registration Fees

Early Bird Rate $210 until Thursday, June 22nd
Regular Rate

$250 until Thursday, July 20th

Late Registration 

$325 after Thursday, July 20th

Cancellation Policy:
 Cancellations made prior to Thursday, July 20, 2017, will be refunded. Cancellations received after this date and no-shows will not be refunded. If you encounter an emergency, please contact the conference planner at and the request will be forwarded to the executive director for refund approval.

Annual Meeting App

The 2017 Annual Meeting program will only be available in the Beta Alpha Psi Annual Meeting App. Be sure to download the app for immediate access to the meeting schedule, speaker bios, agenda by day, exhibitor list and more. Review the Agenda At a Glance for your reference. 

Wednesday, August 2  
4:30pm - 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 here for PRWI updates and full agenda*

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

Optional Friday Evening Activities

Saturday, August 5
7:00am - 7:45am Breakfast  
8:00am - 9:30am Saturday Plenary Session  
9:45am - 11:00am Concurrent Session 5  
11:00am - 11:15am  Refreshment Break  
11:15am - 12:30pm Concurrent Session 6  
12:45pm - 1:15pm Final Awards Presentation/Closing  

*Schedule subject to change, please check back frequently for updates.

Hotel Accommodations

Conference Hotel - SOLD OUT

Hyatt Regency Orange County
11999 Harbor Blvd
Garden Grove, CA 92840

Hyatt Regency Orange County Website

Overflow Hotel 

Hilton Garden Inn Anaheim/Garden Grove
11777 Harbor Blvd
Garden Grove, CA 92840

Hilton Garden Inn Anaheim/Garden Grove Website

Distance from Hyatt Regency Orange County: 0.2 miles


$159.00 single/double/triple/quad (17.195% Occupancy Tax)       

Cut-Off Date: July 12, 2017

Reservations Phone: 714.703.9100*
*To receive the group rate, please indicate that you are part of the Beta Alpha Psi Group.


Los Angeles International Airport (LAX)
Distance from Hotel: 37 mi.
Estimated Taxi Fare: $120.00 one-way
UberX & Lyft Estimate Fare: $40-54
Shared Shuttle Service: $17 one-way

Orange County / John Wayne (SNA)
Distance from Hotel: 12 mi.
Estimated Taxi Fare: $50.00 one-way
UberX & Lyft Estimate Fare: $16-23
Shared Shuttle Service: $11 one-way

For driving instructions to the hotel, please click here

Transportation to AAA Annual Meeting

Anaheim Regional Transportation Intermodal Center (ARTIC)
Address: 2626 E Katella Ave, Anaheim, CA 92806
Distance from Hotel: 3.8 m.

Beta Alpha Psi Professional Partners 

The Beta Alpha Psi Professional Partners further the mission and programs of the Beta Alpha Psi organization through the commitment of representatives and financial resources, knowledge, and talent. Members of the Beta Alpha Psi Professional Partners 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 financial information field.

Confirmed Sponsors: (Updated Weekly)

Sponsorship Company Website
Backpack  AICPA - This Way to CPA
Webcam Cover BDO
Water Bottle Becker Professional Education
Stylus Highlighter Pen Graduate Management Admission Council (GMAC)
Lanyard RSM
iWallet PwC
Photo Booth Wiley


Beta Alpha Psi encourages exhibitors participating in the annual meeting to provide information regarding graduate programs, professional examinations, and professional organizations.

Exhibit Hours

Thursday, August 3, 2017- 6:00pm - 8:00pm

Friday, August 4, 2017- 7:00am - 7:45am, 10:45am - 11:15am, and 3:15pm - 3:30pm 

For Exhibitors 

*Important – All exhibitors and sponsors must register through the Exhibitor Websitenot the main registration page.

For all exhibitor related questions please contact Crystal Porter at (919) 402-4877 or

Confirmed Exhibitors: (Updated Weekly)

Booth # Company Website
3 Babson College
12 Gleim Exam Prep
44 Institute of Management Accountants (IMA)
9 NASBA (National Association of State Boards of Accountancy)
15 Penn State University
13 Quinnipiac G.A.M.E. Forum
43 Roger CPA Review
2 San Francisco State University
37 Seattle University
17 Suffolk University
16 Surgent CPA Review
38 The Institute of Internal Auditors
5 The Ohio State University - Fisher College of Business
19 University of Connecticut-Masters in Accounting
10 University of Oregon Master of Accounting Program
20 University of San Diego
36 University of Southern California
18 University of Texas at Tyler
26 University of Utah

Community Service Day 

Sponsored by KPMG LLP and KPMG Foundation

ATTENTION: This volunteer opportunity requires you to arrive in Anaheim before 9:00 a.m. PT on Thursday, August 3.

As part of the 2017 Beta Alpha Psi (BAP) international annual meeting in Anaheim, California, KPMG LLP and KPMG Foundation are proud to again sponsor BAP International Day of Literacy for our Community Service Day project. The event is in collaboration with Orange County United Way and the nonprofit organization First Book. On Thursday, August 3, we will visit local organizations in underserved neighborhoods to distribute books and teach the children the importance of literacy in their lives. At the end of the day, each child will go home with a brand new book. Since 2013, we have given out nearly 16,000 books during our Community Service Day event.

All BAP annual meeting attendees, except those students and faculty participating in Project Run With It, are expected to participate.

If you would like to participate but are unable to attend the International Day of Literacy events (due to health issues, late arrival, etc.), please email Suzanne Lambert. There will be a service activity at the hotel – Operation Backpack – for you to do instead. 

Photographers: We need photographers with their own camera (SDHC card to be provided) to take pictures during the day, including pictures of the children with a mascot at each location. If you enjoy taking pictures and would like to volunteer for this activity, please send an email to Della Moore.

Mural: Are you artistic? Do you like to paint? We need volunteers to paint a mural at the Clinton Boys and Girls Club. If you would like to help paint the mural, please contact Maya Lacayo.

Spanish Speaking Volunteers: Do you speak Spanish? We need volunteers who speak Spanish in a few classrooms. If you would like to spend some time during the day speaking with the children in Spanish, please contact Marisa DiRocco.

Attire: The Boys and Girls Clubs we will be visiting for our CSD event have a volunteer dress code. Your compliance in this area is greatly appreciated. 

 You will be given a t-shirt during registration to wear. 

  • You will be given a t-shirt during registration to wear. 
  • All volunteers may wear ONLY neatly hemmed (not cut off or have frayed edges) walking shorts or pants (slacks), jeans, or Capri pants.  Shorts must be no shorter than 4” above the knee.
  • Spandex shorts, gym shorts, running shorts, board shorts, or swim trunks are not permitted.
  • Volunteers may not wear dresses, skirts, skorts, or kilts.
  • Clothing may not have or appear to have holes, rips, tears, or patches.
  • Pants must be clean, in good repair, and must conform to the size of the individual - not baggy, excessively oversized, or sloppy in appearance, nor immodest, revealing, or excessively tight.
  • Uncovered leggings and “jeggings” (jean-leggings) are not permitted.
  • Printed messages on the back side of shorts or pants are not permitted.
  • No sweatpants, including yoga pants, or sag pants.
  • Flip flops are not permitted. Shoes must be closed-toe.
  • Caps/hats/beanies/hoods must be removed upon entering a building.
  • Hats may be worn outside with the lid facing forward; hoods may not obstruct faces. Chains of any kind, attached or unattached to clothing are not permitted.
  • All visible tattoos must be covered at all times at any Boys and Girls Club-related activities and/or upon entering a Boys and Girls Club-related property. Please completely cover visible tattoos with compliant clothing, arm-sleeves, athletic sleeves, socks, or concealing makeup, or bracelets. Tattoos may not be covered with tape of any kind.

Note, lunch, transportation, and water will be provided.

School Supply Drive

As part of Community Service Day, we are collecting school supplies, which will be distributed to local elementary school children who attend under-served schools. Please choose one or more items below to bring to Orange County. If you would like to purchase supplies when you arrive, a Target is just across the street from the Hyatt Regency Orange County – 12100 Harbor Boulevard.

  • Ruler
  • Box of #2 Pencils (Standard yellow)
  • Box of Crayons - 24 Count
  • Glue Sticks
  • Erasers
  • Washable Markers – 8 Count
  • Children's Scissors
  • Pencil Case
  • Wide-Ruled Spiral Bound Notebook
  • 3-Ring Notebook
  • Box of Colored Pencils – 24 Count
  • Pack of Fun Stickers

These items will be collected near the annual meeting registration area at the Hyatt Regency Orange County.

We will have a raffle for those who contribute school supplies. You will receive a raffle ticket for each item donated. Raffle winners will be notified on the BAP App, Facebook, Twitter, and announcements during the meeting, and can pick up their prize at the registration desk.

We look forward to seeing you in Orange County and your participation in this exciting and rewarding opportunity!

If you have any questions regarding the Community Service Day event, please contact Della Moore

Project Run With It

Sponsored by Moss-Adams

Deadline: May 1, 2017 at 11:59 PM EDT


Project Run with It (PRWI) furthers the community service component of Beta Alpha Psi and provides members/candidates with an opportunity to engage in a real-world consulting project.

PRWI 2017 will involve 72 BAP student representatives working together during the annual meeting to develop solutions to real-life business problems of actual not-for-profit (NFP) organizations located in the Orange County, California. Working in eighteen teams of four, the students will have the equivalent of 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 annual meeting, the NFP organizations will provide background information and will be on site Wednesday evening to answer the participating students' questions.

2017 Nonprofit Organizations

In 2017, PRWI will work with three nonprofit organizations that provide education, foster appreciation and stewardship of our natural world.  The names, websites, and links to other public information for these organizations will soon be released, along with a general description of the consulting services requested by each organization.

The specific case materials including the formal request for proposal, SWOT analysis and requirements for deliverables will be released through DROPBOX to students selected for each case from among the student nominees. 

Selected students will be able to begin working on their proposals prior to meeting their assigned team on August 2, at the PRWI registration/orientation session in Anaheim.  Students may not contact other participants or collaborate on proposals prior to the meeting. This competition will require students to compromise, collaborate and share their efforts and develop a team approach under the pressure of a tight deadline. There is no specific requirement as to the amount or nature of work that may be done prior to the conference other than the contact and confidentiality guidelines. Participants should prepare themselves to be open to a varied set of skills and knowledge that their unknown team members may contribute.


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. 


  • All current BAP members/candidates are eligible to participate. If more than the maximum number of participants are nominated, students will be selected to participate based on the following criteria: 
    1. 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. Up to 18 students with a declared major other than accounting will be selected. 
    2. Service to BAP (in the event of multiple nominations from the same chapter- members will have priority over candidates; officers will have priority over regular members) 
    3. Grade point average 
    4. Statement of Interest 
    5. Number of students a chapter has nominated (no chapter will be selected for multiple participants unless fewer than 72 chapters submit acceptable nominees)
    6. Number of students a chapter has nominated 
    7. Timeliness of nomination
    8. Regional allocation of students ultimately selected 
    9. An 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. Please note, this is a separate attachment and must be manually signed by the Chapter Faculty Advisor (FA).
  • Up to 12 students will be placed on a priority waitlist. These students will be notified of a nonprofit case assignment and status on the waitlist with updated information as needed.                      

Nomination Process

To participate in PRWI, students must submit a completed nomination form, statement of interest, confidentiality agreement form, and affirmative statement of attendance at the Annual Meeting signed by the FA. Nominations will open March 2017.  Students will be notified by the PRWI faculty coordinator as to whether or not they were selected no later than May 8, 2017. Students not selected will be notified at the same time. Any student placed on the waitlist will be notified of their priority on the waitlist. While we cannot guarantee a waitlisted student a position in the Project, students on the waitlist will need to notify the faculty coordinator their intent to participate in the Annual Meeting upon being advised of their waitlisted status. If the PRWI faculty coordinator does not hear back from the waitlisted student by the required time, the waitlisted student will be replaced by another unselected student. If anticipated attendance at the Annual Meeting is predicated on confirmed selection to the Project, it is only fair to other nominated students that the faculty coordinator is advised early so that another student can be added to the waitlist.

Students and chapter FAs MUST carefully consider a student’s availability prior to submitting a nomination.  A chapter may be subject to losing the ROA credit provided on the nomination to PRWI if a selected student withdraws from the Project and if in the opinion of both the Executive Office and the PRWI faculty coordinator, the reason for withdrawal should have likely been known before nomination. 

General Process

Once the participating students are identified and notified of their participation, each will be assigned to one of the three cases and notified via email as to which case they have been assigned. Case information relevant to the issues being presented for the NFPs will be posted to a secure, password-protected website, and will be made available to the participants upon selection and updated as needed prior to the August conference.  

Other Information

Students selected to participate in PRWI must arrive at the conference hotel by Wednesday, August 2, 2017, at 5 pm.  A full dinner will be served to Project participants. Waitlisted students should plan on arriving at the Annual Meeting on August 2, 2017, by 5 pm as well.  Waitlisted students will be provided dinner also. It is important to note that students participating in PRWI will not be required (or allowed) to attend Annual Community Service Day on the Thursday of the Annual Meeting but will be required to attend the kickoff plenary session Thursday evening and will then rejoin their chapters for other annual conference events.

The Project is a high intensity, highly compressed competition that is meant to provide participating students a totally unique experience. Reference should be made to the testimonials:   


For more information or questions please contact Bonnie Villarreal at

Best Practices Competition

Sponsored by Deloitte

All first place winners from the 2017 regional meetings are invited to present at the annual meeting on Friday, August 4th, 2017, in Anaheim, CA. 

Best Practices Coordinator:

Mark Judd: 

U.S. winning chapters are to submit presenter information and/or any abstract form updates via the final submission form by May 1st and Oceania winning chapters are to submit the form by May 15. Upon completion, we will accept your intention to present. 

As per Appendix A in the Best Practices Manual, the abstract form itself must essentially be the same as provided at the regional meeting; however, minor editorial/grammatical changes, reordering of major points, and updates to any results are permissible. The original abstract form will be included with the updated abstract form so judges can review the changes made to the abstract. 


Friday Night Activities

Disneyland® Park or Disney California Adventure® Park Twilight Tickets

Specially discounted Beta Alpha Psi Disney tickets have sold out. However, tickets to either Disneyland® Park OR Disney California Adventure® Park are still available at a discounted convention rate offered through Disney. Tickets are valid from August 4- August 13, 2017, after 4:00 pm or 4 hours before park closing (whichever is earlier). Tickets may be used only once at the park of your choice. To purchase tickets, please click here.

Contact Us

Beth Fulk Registration Inquiries, Meeting Logistics, and Hotel Inquiries
Crystal Porter  Exhibitor and Sponsor Opportunities

Sarah Bee Annual Meeting Chair

Merle Hopkins Beta Alpha Psi President

Lisa Wicker BAP Executive Office Main Contact