August 5 & 6, 2021
3-7PM ET

The 2021 Beta Alpha Psi Annual Meeting will take place virtually. This year's theme is Invest in Your Future.

The health, safety, and well-being of our Beta Alpha Psi members and stakeholders is our top priority and the Beta Alpha Psi President, Rita Grant; Sarah Bee, the 2021 Meeting Chair; and Danielle Bradley, the 2021 Program Chair; are working diligently to plan a fun-filled and educational meeting for all of you!

A message from Beta Alpha Psi President, Rita Grant:

"I want to invite all of you to participate in the 2021 BAP Annual Conference.  The meeting will be in a virtual format and will meet August 5 and 6.  The Executive Office and Conference Chair Sarah Bee are putting together a really exciting and interactive program. Our keynote speaker is Kimberly Ellison-Taylor CPA, CGMA, CISA who is the Chief Executive Officer of KET Solutions LLC.  Kimberly has 25 years’ experience in the financial industry.  Kimberly is a dynamic speaker and will have a message worth hearing.  We are excited to have Community Service Day, sponsored by KPMG LLP and the KPMG Foundation.  Our Professional Partners are planning great breakout sessions and we will have networking opportunities as well.

 We wish that we could meet in person but the realities of  the risks to our student members, faculty, professional partners and staff are too great to justify an in-person meeting. Fortunately, technology has progressed to the point where I believe the meeting will provide you with a very satisfying experience.  Please join us August 5 and 6."

Reporting Hours: TBD

 

August 5 & 6, 2021

 

Registration Fees

Registration for the annual meeting is $60 (includes both days). 

Registration closes August 4, 2021 at 11:59 PM ET.

 

Cancellation Policy

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

Sponsored by KPMG LLP and KPMG Foundation

 

Community Service Day (CSD) Project

As part of the 2021 Beta Alpha Psi (BAP) virtual annual meeting, KPMG LLP, KPMG Foundation, and BAP are proud to again sponsor the CSD Project. 

Remember how exciting it was to get new school supplies at the beginning of the school year?  There’s nothing like a brand new box of crayons!  Unfortunately, children in low-income households don’t always have access to the school supplies they need.  According to Teach for America, for students whose families cannot afford supplies, coming to school unprepared can create social and emotional challenges, in addition to putting children at a disadvantage for learning.

 

How can we help?

For this year’s CSD Project, we are asking each Chapter to help us get school supplies to children in need in YOUR own communities.  Watch for a BAP Alert soon with details for the project.

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

 

Giving Back in the Next 100

And don’t forget about our Giving Back in the Next 100 Initiative that was presented at the 2020 virtual annual meeting. During the meeting, we asked… What are YOU going to do to truly give back and make a difference in your community? Our Challenge was for each chapter to track the chapter and individual member’s volunteer hours. There’s even a spreadsheet to get you started (feel free to use your own form). Prior to this year’s annual meeting, we’ll send out a communication to capture this information, and it will be shared at our Annual Meeting Kickoff.

Need ideas on how to volunteer?  Check out our Community Impact tab on the BAP website. 

We can’t wait to hear about all of the great things you have done this past year.  Make sure to share your volunteer efforts on social media using the tag #BAPGivingBack.

Thank you for all you do!

Kimberly Ellison-Taylor, CPA, CGMA, CISA

Kimberly Ellison-Taylor is a Global Technology and Finance leader with over 29 years of career achievements. She is the Chief Executive Officer of KET Solutions, LLC, a consulting firm focused on business growth, innovation, strategy, transformation and inclusive leadership. Ellison-Taylor is a sought after keynote speaker and has received many awards and recognitions for her expertise and leadership including Accounting Today's Top 100 Most Influential People in Accounting and CPA Practice Advisor's 25 Most Powerful Women in Accounting. 

For almost 17 years, Ellison-Taylor served in global leadership roles for Oracle Corporation.  Kimberly advised C-Suite Executives on cloud solutions that innovate and transform business. Ellison-Taylor is also an adjunct professor for Carnegie Mellon University’s Chief Information Officer Certificate program teaching Emerging Technologies & Innovation. 

Other professional achievements include tenure at Prince George’s County Government, KPMG, Motorola, and NASA Goddard Space Flight Center.  Ellison-Taylor has an undergraduate degree in Information Systems from the University of Maryland Baltimore County, a MBA from Loyola University, an Accounting Certificate from Baltimore County Community College and a Master of Science from Carnegie Mellon University in Information Technology Management as well as a Chief Information Officer certificate. She is a Certified Public Accountant, Certified Global Management Accountant, and Certified Information Systems Auditor. 

Kimberly has volunteered in the profession for over 20 years including leadership positions as Chairman of the American Institute of CPAs, Chairman of the Association of Certified Professional Accountants, and Chairman of the Maryland Association of CPAs. Kimberly is also the Chair-elect for the AICPA’s National Commission on Diversity and Inclusion and is also the incoming President-elect for Beta Alpha Psi.

In her personal life, Kimberly is also committed to volunteerism and has served in various leadership positions, including President for her local chapter of Sigma Gamma Rho Sorority, Inc., a community service organization that serves women, youth, and families, seniors and the military.  Her personal reflection is To Whom Much is Given, Much is Required. 

Ellison-Taylor is married to her college sweetheart, Darius Sr and they have two sons Dominic, a high school junior and Darius II, a college freshman.

Thursday, August 5

2:00 - 3:00 PM ET Virtual Exhibit Hall
3:00 - 4:00 PM ET Keynote Speaker and Q&A
4:05 - 4:55 PM ET Professional Sessions*
4:55 - 5:20 PM ET Virtual Exhibit Hall
5:25 - 6:15 PM ET Professional Sessions*
6:20 - 7:00 PM ET Leadership Networking

Friday, August 6

2:00 - 3:00 PM ET Virtual Exhibit Hall
3:00 - 4:00 PM ET Community Service Day
4:05 - 4:55 PM ET Professional Sessions*
4:55 - 5:20 PM ET Virtual Exhibit Hall
5:25 - 6:15 PM ET Professional Sessions*
6:20 - 7:00 PM ET

Leadership/Networking

Round Tables - Operations and Alumni Panel

 

*Sessions may be available for CPE credit. Please check back periodically for agenda updates. 

We know that our Beta Alpha Psi chapters have great ideas to share with other chapters.  We are offering  a round table format with facilitators to encourage chapters to discuss how to make the most out of chapter operations.  This year our topics include:

  • Member Recruitment and Retention - Strategies to Keep Members Engaged
  • Leveraging Virtual Platform to Expand Speaker Opportunities
  • Returning to Live Chapter Meetings - "Reboot" Your Chapter

Alumni Panel - Come to a round table discussion with Beta Alpha Psi Alumni. Find out how Beta Alpha Psi alums leveraged their chapter experience to a rewarding Financial Information Systems career. 

Sponsored by Deloitte

Congratulations to all first places winners from the 2021 Mid-Year Meeting Best Practices competition!

Chapters participating in the Best Practices competition for the 2021 Annual Meeting must fill out the Annual Meeting Best Practices Competition Form by April 16 at 11:59 PM ET. Once you submit your Wufoo form, the Executive Office will reach out for you to upload your PowerPoint presentation (PPT or PDF file is allowed) and mp4 file. Submissions must be uploaded by April 30 at 11:59 PM 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 (date TBD).

 

Best Practices Coordinator:
Mark Judd: mjudd@sandiego.edu

Sponsored by Moss Adams LLP

 

For information about the competition and to submit your application, click here.

Explore our interactive, virtual exhibit hall to learn about all the amazing services and innovative products our exhibitors and sponsors have to offer. Chat live with our vendors, download resources, and win prizes!  Check back periodically for an updated listing of our exhibitors and sponsors.


Hear what our Professional Partners think about BAP!

As a company, having been in the exam review space for over 45 years and myself, personally, having been involved with students and CPA review for over 20, we value Beta Alpha Psi students because we know they are the future of the accounting profession. Their commitment to excellence and service shows that the future of the accounting profession is bright. We are excited to play a small role in their achievements & successes.

Valerie Wendt
Gleim Exam Review