August 9-11, 2018
Washington, DC

Join us in the nation's capital! Beta Alpha Psi's annual theme, Embracing the Opportunity, embodies our values of encouraging scholastic and professional excellence and providing opportunities for growth and leadership development.

Beta Alpha Psi President, Sandra Richtermeyer; the 2018 Annual Meeting Chair, Tina Caratan; 2018 Program Chair, Ray Elson; and other event coordinators are working diligently to plan an educational and fun-filled meeting that you will not want to miss.

Check out the 2018 Annual Meeting Agenda At A Glance!

In addition to the usual opportunities to network, learn and compete, a very meaningful community service day has been planned. BAP International Day of Literacy (sponsored by KPMG LLP and KPMG Foundation), attendees will distribute books to local organizations in under-served neighborhoods and teach the importance of literacy. Refer to the Community Service Day section below.

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

  • Keynote Speakers- Jeanette Franzel (Board Member, Regulator, Audit Executive), Corey Ciocchetti (Professor and author), and Bettina Tucci Bartsiotas (Assistant Secretary-General, Controller)
  • 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 have had with BAP thus far!

Date

August 9-11, 2018

Registration Fees

 Early Bird Rate  $210 until Friday, July 6th
 Regular Rate

 $250 until Friday, July 27th

 Late Registration 

 $325 after Friday, July 27th


Cancellation Policy:
 Cancellations made prior to Friday, July 6th, 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 beth.fulk@aicpa-cima.com and the request will be forwarded to the executive director for refund approval.

This year at the 2018 BAP Annual Meeting, we are offering a hands-on session titled, New Technologies: Drones, Automated Software, and RPA. There are many exciting new technologies changing the world of accounting and business. During this session, see how drones are changing business, as well as receive hands on experience using new automated counting software that is driven by machine learning. Additionally, learn what the future of accounting and business holds with robotic process automation. Hands on experience and exciting content will make this a must see session.

Session date and time:
Friday, August 10th
9:30am - 12:15pm**

Please note:

  • You must register for this session. Click here to register.
  • Prior to the conference, all registrants will receive an email with specific software that will need to be downloaded prior to your arriving to the annual meeting.
  • All registrants are required to bring their own laptop and power cord to the session.
  • Registrants are expected to attend the entire duration of this session.
  • **If you are participating in Project Run With It, you will not be able to participate in this session.

 

Wednesday, August 8       
TimesSession/Title 
 4:30pm - 5:45pm  Project Run With It (PRWI) Registration  
 5:00pm - 8:00pm  Annual Meeting Registration  
 5:45pm - 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 9
TimesSession/Title 
 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  
 4:15pm - 6:00pm  Opening Plenary Session  
 6:00pm - 8:30pm  Welcome Reception/Exhibit Hall Open  
Friday, August 10
TimesSession/Title 
 7:00am - 7:45am  Breakfast  
 8:00am - 9:15am  Friday Plenary Session  
 9:30am - 10:45am  Concurrent Session 1  
 9:30am - 12:15pm  New Technologies: Drones, Automated Software, and RPA**  
 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 11
TimesSession/Title 
 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 - 1:30pm  Final Awards Presentation/Closing  


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

**Must pre-register here.

Hotel Accommodations

Conference Hotel - Sold out

Washington Hilton
1919 Connecticut Avenue, N.W.
Washington, DC 20009

For information about the Washington Hilton, please click here.

Cancellations within 72 hours of arrival will forfeit one night's room and tax.

Please check back for information regarding overflow hotel options.

If you are holding more rooms than needed for your group, please do not cancel your room directly with the hotel. Please contact Beth Fulk.

 

Overflow hotel information:

The Normandy Hotel
2118 Wyoming Street NW
Washington, DC 20008

Room Rates:
Single/Double - $159 
Triple/Quad - $179 

Phone reservations: 202-483-1350 (Reference Beta Alpha Psi)

Distance from Washington Hilton: 0.2 miles

 

Transportation

Ronald Reagan Washington National Airport (DCA)
Distance from Hotel: 6 miles / 20 minutes
Estimated Taxi Fare: $25.00 one-way
Subway / Rail: $4.00

Washington Dulles International Airport (IAD)
Distance from Hotel: 27 miles/ 40 minutes
Estimated Taxi Fare: $75.00 one-way

Baltimore/Washington International (BWI)
Distance from Hotel: 33 miles/ 60 minutes
Estimated Taxi Fare: $90.00 one-way
Subway / Rail: $6.50

For driving instructions to the hotel, please click here

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.

 

Exhibitors

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 9, 2018- 6:00pm - 8:00pm

Friday, August 10, 2018- 7:00am - 7:45am, 10:45am - 11:15am, and 3:15pm - 3:30pm 

Important - All exhibitors and sponsors must register through the Exhibitor Website, not the main registration page.

For all exhibitor related questions, please contact Keri Cross at (919) 402-4882 or keri.cross@aicpa-cima.com

Confirmed Exhibitors: (Updated Weekly)

Booth # Company Website
   Wipfli LLP  https://www.wipfli.com/
   Suffolk University, Sawyer Business School  http://www.suffolk.edu/business/
   University of Connecticut    https://uconn.edu/
   University of Southern California Leventhal School of Accounting  https://www.marshall.usc.edu/departments/leventhal-school-accounting
   NASBA  https://nasba.org/
   Graduate Management Admission Council (GMAC)  https://www.gmac.com/
   The Ohio State University - Fisher College of Business  https://fisher.osu.edu/
   The Institute of Internal Auditors  https://na.theiia.org/Pages/IIAHome.aspx
   Wiley  https://www.wiley.com/en-us
   AICPA  https://www.aicpa.org/
   Institute of Management Accountants  https://www.imanet.org/?ssopc=1
   Quinnipiac G.A.M.E. Forum  https://qgame.qu.edu/
   Gleim Exam Prep  https://www.gleim.com/
   Roger CPA Review  https://www.rogercpareview.com/
   Becker Professional Education  https://www.becker.com/
   Florida State University  https://www.fsu.edu/
   BDO USA, LLP  https://www.bdo.com/
   Surgent  https://www.surgentcpe.com/
   Discover Audit (An initiative of the Center for Audit Quality)  https://www.thecaq.org/discover-audit
   University of Virginia, McIntire School of Commerce  https://www.commerce.virginia.edu/
   NC State University MAC Program  https://poole.ncsu.edu/mac/
   Babson College, F.W. Olin Graduate School of Business  http://www.babson.edu/admission/graduate/Pages/default.aspx
   University of Notre Dame   https://www.nd.edu/
   University of San Diego   http://www.sandiego.edu/
   Accounting and Financial Women's Alliance   https://www.afwa.org/
   Center for Audit Quality  https://www.discoveraudit.org/

Community Service Day 

Sponsored by KPMG LLP and KPMG Foundation

ATTENTION: This volunteer opportunity requires you to arrive in Washington, DC prior to 9:00 a.m. EST on Thursday, August 9, 2018.

Date:  Thursday, August 9, 2018

Time:  9:00am - 3:00pm

As part of the 2018 Beta Alpha Psi (BAP) international annual meeting in Washington, DC, 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 the United Way of the National Capital Area and the nonprofit organization First Book. On Thursday, August 9, 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 over 19,000 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.

Please review the Volunteer Manual to give you more information regarding the event. There is no need to print this Manual, as you will receive detailed instructions on the bus ride regarding your assigned role. Please just familiarize yourself with this information prior to August 9, so you will be prepared for how the day will run.

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 Marisa DiRocco. There will be a service activity at the hotel – Operation Backpack – for you to do instead.

Volunteer roles will be assigned during the bus ride to each location.  Roles you can choose from are:

Team Lead 

Leads a group of children through each station at the Literacy Fair.  Participates in the activities with them and makes sure they have an outstanding day.

Station Volunteer 

Assists the children at assigned station.

Book Station Volunteer 

Organizes books, places bookplates and bookmarks in each book, and delivers books to each station for distribution at the close of the event.  When children are at their first station, the book station volunteers take a Tally Sheet and count how many students are on each team.  They deliver books to the team’s final station.

Campus Cleanup Volunteer

Volunteers will work with teachers and custodians at three DC schools to assist them in getting ready for the school year. Volunteers will help teachers organize classrooms, clean desks and tables, and any other work that needs to be done at the school to make it fresh, clean and an inviting location for the children.

We are in need of volunteers for a few important roles – please sign up for these roles now by contacting the appropriate person below:

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 Didi Itauma.

Mascot Volunteers: Would you like to bring a bit of whimsy and fun to the event? Now’s your chance! Dress up like a tiger, elephant (with a pink tutu), frog, etc. If you are interested, please contact Maya Lacayo.

Spanish Speaking Volunteers: Do you speak Spanish? We need volunteers who speak Spanish at one of our locations. If you would like to spend some time during the day speaking with the children in Spanish, please contact Maya Lacayo.

Note: Lunch, transportation, and 2 bottles of water per volunteer 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 programs in the Washington, DC area. Please choose one or more items below to bring to Washington, DC. If you would like to purchase supplies when you arrive, there is an Office Depot just across the street from the Washington Hilton – 1875 Connecticut Avenue NW, Washington, DC 20009

• 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 Washington Hilton.

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 Washington, DC 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 LLP

Deadline: May 1, 2018 at 11:59 PM EDT

Overview

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 2018 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 greater Washington DC area. 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.

2018 Nonprofit Organizations

For 2018, PRWI has selected three very different nonprofit organizations that each desire to grow, transition and evolve to extend awareness of their mission and impact of their programs. The links below will allow you to explore the website and public information for each organization. Students selected for each case will be provided with detailed requirements and and in-depth look at the history, resources, challenges, business model and financial records of the organization to which they are assigned.

  • Case A - Cultured Kids

Website: https://culturedkids.org/

Cultured Kids is a young, parent-founded organization that believes cultural empathy, understanding and respect in youth today will build remarkable professional, social and personal success tomorrow. They strive to develop these characteristics through continuous exploration, active participation and individual and community development.

  • Case B - Maryland Association of Certified Public Accountants

Website: https://www.macpa.org

MACPA is a home and lookout post for CPAs in Maryland and beyond. They exist to help CPAs, students and educators flourish...to the benefit of the public. Their learning subsidiary, the Business Learning Institute, offers the first nano learning program for finance professionals in North America that qualifies under new AICPA and NASBA standards.

  • Case C - Lupus Foundation of America 

Website: https://www.lupus.org

The Lupus Foundation of America is devoted to solving the mystery of lupus, one of the world's cruelest, most unpredictable, and devastating diseases, while giving caring support to those who suffer from its brutal impact. Their mission is to improve the quality of life for all people affected by lupus through programs of research, education, support and advocacy.

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 8, at the PRWI registration/orientation session in Washington, DC.  Students may not contact other participants, the nonprofit organization, 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.

Award

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. 

Eligibility

  • 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 opened March 2018.  Students will be notified by the PRWI faculty coordinator as to whether or not they were selected no later than May 8, 2018. 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 8, 2018, at 4:30 pm.  A full dinner will be served to Project participants. Waitlisted students should plan on arriving at the Annual Meeting on August 8, 2018 by 4:30 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: https://www.bap.org/prwi-testimonials   

Contact

For more information or questions please contact Bonnie Villarreal at BAPPRWI@gmail.com.

Best Practices Competition

Sponsored by Deloitte

All first place winners from the 2018 regional meetings are invited to present at the annual meeting on Friday, August 10th in Washington, DC.

Best Practices Coordinator:

Mark Judd: mjudd@sandiego.edu 

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

Washington, DC is the nation's capital and home of monuments, memorials, museums and more. Many of the attractions in Washington, DC are free, including the Smithsonian museums and memorials. Wander through the National Mall and you'll find the Washington Monument, U.S. Capitol Building, Lincoln Memorial, and many other inspiring attractions.

The Convention and Visitors Bureau of Washington, DC has an extensive list of events, festivals and other things to do during your time in DC. Visit the website and decide on how you're going to explore the nation's capital. 

Contact Us

 Beth Fulk  beth.fulk@aicpa-cima.com  Registration Inquiries, Meeting Logistics, and Hotel Inquiries
 Keri Cross  keri.cross@aicpa-cima.com  Exhibitor and Sponsor Opportunities

 Tina Caratan

 2018annualmeeting@gmail.com  Annual Meeting Chair

 Sandra Richtermeyer   

 Sandra_Richtermeyer@uml.edu  Beta Alpha Psi President

 Lisa Wicker

 lwicker@bap.org  BAP Executive Office Main Contact