August 6, 2020

The health, safety, and well-being of our Beta Alpha Psi members and stakeholders is our top priority; therefore after much deliberation it has been decided that the Annual Meeting will be held virtually. This year's theme involves reviewing our past accomplishments from a new perspective as we begin Beta Alpha Psi's second century. At the Annual Virtual Meeting in August we will continue to Honor the Past and Embrace the Future.

Beta Alpha Psi President, Brian McGuire; Mark Myring, the 2020 Meeting Chair; and Matthew Anderson, the 2020 Program Chair; are working diligently to plan a fun-filled and educational meeting for all of you!

This year’s annual meeting will be offered as a combined virtual format, one live 3-hour session on Thursday, August 6th from 3-6 PM ET and offline virtual pre-recorded sessions that the chapters (candidates & members)  will have access to through the fall of 2020.

Reporting Hours: The Professional Partners are working on developing a database of free, pre-recorded content for all chapters, which candidates and members can utilize for fall sessions and reporting hours.

CPE Sessions: The Professional Partners are currently working on putting together CPE packages for our faculty advisors who need Continuing Education. Stay tuned!


Thursday, August 6, 2020 3-6PM ET


Registration Fees

Registration for the live virtual annual meeting is $25. Please note that $10 of every registration fee will be donated to Operation Backpack.

Registration closes Friday, July 31st at 11:59 PM ET.

All registered attendees will receive an email on Friday, July 31st, with the virtual weblink. The email will come from Beta Alpha Psi Annual Conference.

Cancellation Policy

Unfortunately we are unable to refund any registration fees for this event. 


Agenda for virtual meeting (more details to come in the coming weeks):

Message from BAP President, Brian McGuire

Keynote Speaker - Laurie Hernandez, USA Olympic Gymanst (video message)

Keynote Speaker - Ryan Hirsch, Surgent CPA Review ("How Do I Network in a Virtual World?")

Competition and Award recognition (Gold Challenge, Best Practices, Outstanding Faculty Advisors and Project Run With It)

Initiation for all eligible members


Sponsored by KPMG LLP and KPMG Foundation

As part of the 2020 BAP virtual annual meeting, KPMG LLP and KPMG Foundation are proud to again sponsor the Community Service Day (CSD) project. Tune in to the live virtual meeting to hear from our guest speakers and to learn how you can participate in a virtual Community Service Day project. And remember, $10 from your registration fee will go to our Operation Backpack activity where we will donate backpacks, books, and school supplies to a Heart of Florida United Way agency.

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


More information to come, please check back for updates.

More information to come, please check back for updates.

Sponsored by Deloitte

Congratulations to all first places winners from your 2020 BAP Regional Meeting Best Practices competition!

Chapters participating in the Best Practices competition for the 2020 Annual Virtual Meeting must submit their pre-recorded video and PowerPoint presentation here by Tuesday, June 30th by 11:59PM ET, no exceptions.

Rules & Requirements:

  • Recorded video cannot exceed 8 minutes in length. Anything past the 8 minute mark will not be judged.
  • PowerPoint presentations must be included in the form submission. Any chapter that does not include a PPT will not be qualified.
  • Videos must be publicly posted on YouTube for BAP to share.
  • Per Appendix A in the Best Practices Manual, the presentation and PPT 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. Original abstract submissions will be pulled by the Executive Office and given to the judges for judging along with the video and PPT presentation that is provided.

The following are options to record your Best Practices presentations:

  • Have a single team member deliver the presentation with PowerPoint.
  • Have each team member record their portion separately, then combine the video files.
  • If the students have access to Zoom, create a Zoom meeting and record a presentation that way.

Additional requirements:

  • Videos should be uploaded to YouTube under the submitting BAP chapter's YouTube account or the account of someone participating in the video.
  • The video should be made public or unlisted on YouTube. Do not make the video private.
  • The video must be able to be embedded, so that it can be posted to our judges web page.
  • Winners will be announced during the live virtual session Meeting on Thursday, August 6th from 3-6 PM ET. 

Best Practices Coordinator:
Mark Judd:


Sponsored by Moss Adams LLP

Winning teams will be announced during the live virtual meeting. For information regarding the nonprofit organization and schedule of events, click here.

Business Information Professional of the Year (BIPOY)

Sponsored by IMA

Professional Services
Ann Puckett, Partner and Tax Director, BKD LLP
Nominated by Western Kentucky University, Eta Omicron chapter

Dr. Howard Godfrey, University of North Carolina at Charlotte
Nominated by University of North Carolina at Charlotte, Eta Alpha chapter

Industry & Government
Hafiz Chandiwala, Executive Vice President, CAO, CFO, Coca-Cola Bottling Company
Nominated by the Delta Chi chapter at University of Alabama at Birmingham


Medal of Inspiration

Sponsored by AICPA

Joyce Chung, University of North Carolina at Charlotte, Eta Alpha chapter

Outstanding Dean

Dr. Marc Rubin, Miami University


Outstanding Faculty Advisors

Sponsored by RSM

Steven Mezzio, Pace University, Iota Lambda chapter

Tammy Perri, University of Nevada Las Vegas, Theta Omicron chapter

Janine Coupe, The University of Sydney, Lambda Omega chapter

Jason Stanfield, Ball State University, Zeta Omega chapter

Virtual Initiation Process for All Beta Alpha Psi Chapters
Live Virtual Initiation Ceremony 
When: Thursday, August 6th, 2020
3 PM to 6 PM EDT

Candidates eligible for membership:

  • Records must be entered into the Reporting Intranet, paid and moved to the Submit for Initiation Folder with a date of 8/6/2020 no later than Monday, July 13th by 5 PM EDT.


  • All certificates will be mailed directly to the faculty advisor, who will distribute the certificates to the new members. Faculty Advisors, please send the address for the Executive Office to mail the certificates no later than Thursday, July 16th, 2020 to

Virtual Initiation:

  • All initiates must be registered for the live virtual session.
  • During the live virtual session, BAP President Brian McGuire and President-elect Rita Grant will conduct the initiation ceremony. 
  • We request that all eligible candidates be present for the virtual ceremony. Chapters will be responsible for verifying attendance.
  • We  encourage  candidates to send us photos of taking the oath of membership and emailing a photo to so that we may share on our meeting recap webpage!

Reporting Requirements:

  • From the Scorecard, Initiation tab - Add the number of initiates to the First Initiation. 
  • The Executive Office will email a Record of Attendance form to all attendees. Please make sure to report the live virtual session time for each registered candidate/member into the Reporting Intranet. 


Current schools signed up to participate in the Virtual Initiation Ceremony!

  • Ohio University, Alpha Kappa chapter
  • Mississippi State University, Beta Kappa chapter
  • Seattle University, Delta Eta chapter
  • University of Arkansas at Little Rock, Epsilon Pi chapter
  • Sam Houston State University, Kappa Mu chapter
  • Middle Tennessee State, Zeta Gamma chapter
  • University of San Diego, Zeta Kappa chapter
  • Bradley University, Zeta Lambda chapter
  • Grand Valley State University, Kappa Beta chapter
  • University of Arkansas Fort Smith, Nu Eta chapter

Hear what our Professional Partners think about BAP!

As the global association for investment management professionals, the vision of CFA Institute is to serve all finance professionals seeking investment management-related education, knowledge, professional development, connection, or inspiration. We are pleased to work with Beta Alpha Psi to help students explore and prepare for a career in the investment management industry.

Merridith Kauten
CFA Institute