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 U.S. Foundation, Inc., KPMG LLP University Talent Acquisition and Beta Alpha Psi

 

Community Service Day (CSD) Project

As part of the 2021 Beta Alpha Psi (BAP) virtual annual meeting, KPMG U.S. Foundation, Inc., KPMG LLP University Talent Acquisition, 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 under-served communities 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.  We know that due to the Pandemic, not everyone can host in-person activities.  Please participate in this project within your comfort level.

CSD Project Informational Call: For those who could not join, we have made a playback available here

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

 

What is the process?

1.  Identify a Title I school or program in your community where 70% or more of the children they serve are from low-income households (local summer programs, Boys & Girls Clubs, etc.).  Need help identifying a program?  Reach out to Della Moore at KPMG.

  • Contact the school to work through the details for your school supply donation (can you donate to the whole school, a few classrooms, adopt one classroom, etc.).
  • Having troubles finding a Title I school?  We recommend that you take a look at this website. It has a listing of the schools in your area.  See screenshot below.  Click on Find a School and search by your zip code or city name, or browse by state.  When you look at a school, check under School Operational Details.  If it says Title I eligible like Adaire Alexander School below, that means the school might qualify for our event.  Sometimes this site might contain inaccurate information, so we recommend that you contact the school directly.  You might also try Boys & Girls Clubs in your area. 

2.  Get your school supplies – We have a few ideas on how you can obtain school supplies for your program.  Remember:  Consistency is important when donating school supplies.  All children should receive the same number of each item - Example:  If you are donating crayons, all children should receive the same number of crayons (24 box of crayons).

  • Order school supply kits through our friends at Back to School America.
    • If you have questions regarding the Kits or need your order expedited, please contact Matthew Kurtzman at 312-848-5551 or matthewkurtzman@b2si.org
    • Back to School American has a couple of options for you – Kits are $19 each plus shipping
      • Build-a-Kit – where you assemble the kits
      • Buy-a-Kit – pre-assembled kits that you can donate
    • Please use this link if you would like to order Buy-a-Kit or Build-a-Kit items from Back to School America.
  • Order school supply bundles online – check out these options available on Amazon:
  • Host a school supply drive
    • Be specific when you ask for items.  See below for an example school supply list (you can work directly with your recipient on their specific school supply needs):
      • Ruler
      • Box of #2 Pencils
      • Box of Crayons - 24 Count
      • Package of 3 Glue Sticks
      • Fun-Shaped Erasers
      • Washable Markers - 8 Count
      • Children's Blunt-Nosed Scissors
      • Pencil Case
      • Wide-Ruled Spiral Bound Notebook
      • 3-Ring Notebook
      • Box of Colored Pencils - 24 Count

3.   Deliver donation to school/program.

  • Need a fun way to deliver your school supplies?  We have a limited quantity of sling bags available to participating Chapters.  No cost for bags or shipping!  Each Chapter can order a maximum of 30 bags.  Sling bags are available on a first come first served basis.  When they are gone, they’re gone, so order yours today!
  • Work with your recipient to schedule a date and time for your delivery.

4.   Report details of your event back to us by Wednesday, July 28 at 5PM ET! Watch your inbox for details.

  • We understand that due to timing, you might not have been able to complete your project.  That’s ok!  Please complete this Survey to let us know what you’ve done or plan to do when school starts up in the fall. Please have one representative from your chapter respond to the questions in the survey.
  • Keep track of how many school supplies you donate.  We will capture this information prior to our annual meeting.  We will need quantity of each item (pencils, erasers, glue sticks, etc.).
  • Take pictures and share on Social Media #BAPGivingBack #BAPAnnual. Shares your pictures with us in the survey above!

5.   Your chapter may record one Reaching Out Activity for participating in the Community Service Day project for the annual meeting.

 

But wait! There's more!

We will randomly select 10 participating Chapters whose chosen school/program will receive a $1,000 gift card with First Book, where they can order brand new books!  Winners will be announced during our Community Service Day Project portion of the Annual Meeting. Tune in on Friday, August 6 from 3-4PM ET to learn if your recipient was selected!

We can’t wait to hear about your events!

If you have any questions regarding the CSD 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

Gold Challenge Award Winners

4:05 - 4:55 PM ET

Awards Announcement & Professional Session*:

"I Spy a Leader" presented by Roger Philipp, CPA, CGMA | UWorld Roger

4:05 - 4:55 PM ET

Awards Announcement & Professional Session*:

"Accounting for the Future!" presented by Shereen Mahoney | Wipfli

4:55 - 5:20 PM ET Virtual Exhibit Hall
5:25 - 6:15 PM ET

Outstanding Faculty Advisor Winners

5:25 - 6:15 PM ET

Awards Announcement & Professional Session*:

"Exploring Your Options: What You Can Do with an Accounting Degree" presented by Amanda Aguillard | Xero

5:25 - 6:15 PM ET

Awards Announcement & Professional Session*:

"CPA Exam Information Session & Study Strategies" presented by Carla Ng | Wiley

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

Best Practices Winners

4:05 - 4:55 PM ET

Awards Announcement & Professional Session*:

"Careers in Accounting: The Possibilities are Endless" presented by Valerie Wendt | Gleim

4:05 - 4:55 PM ET

Awards Announcement & Professional Session*:

"Virtual Recruitment: Unlock Your Potential" presented by Dr. Julie Ravenscraft, CPA, and Connor Hutchinson | AGA

4:55 - 5:20 PM ET Virtual Exhibit Hall
5:25 - 6:15 PM ET

Project Run With It (PRWI) Winners

5:25 - 6:15 PM ET

Awards Announcement & Professional Session*:

"10 Habits of a Highly Successful Career" presented by Michael Brown, CPA CMA | Becker

5:25 - 6:15 PM ET

Awards Announcement & Professional Session*:

"Personal Branding" presented by Zach Yarnell & Kelly Brastrom | Deloitte

6:20 - 7:00 PM ET

Chapter 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

Your chapter can commit to participating in the Chapter Operations interactive session by checking the appropriate box when registering for the 2021 Annual Meeting.  

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

Project Sponsor Recognition

The Moss Adams Foundation has provided financial sponsorship and volunteer service from their professional personnel since the beginning of Project Run With It in 2008.

This year, in addition to funding the project operating budget, the Moss Adams Foundation provided prize money of $1000 to the Beta Alpha Psi chapter of each student on the winning teams.  A donation of $2,500 was also provided to the Volunteer Center to assist them in implementing the recommended solutions developed in the consulting project.

PRWI 2021 Coordinators

  • Project Coordinator – Bonnie Villarreal, South Valley Accounting Services and BAP Utah State University Delta Omega chapter
  • Sponsor Representative – Silke Olsen, Moss Adams Recruiting Associate and Director
  • Faculty Representative – Samantha Falgout, Nicholls State University Iota Sigma chapter

PRWI 2021 Judges

NFP Judges from The Volunteer Center 

  • Barbara Tubekis, Executive Director
  • Colleen Harlow, President, Board of Directors

Moss Adams Professional Partner Judges

  • Melissa Harman
  • Elizabeth Dollar

BAP Faculty Advisor Judges

  • Cassy Henderson, Southwest Chapter Advocate, Sam Houston State University
  • Connie McKnight, University of Central Arkansas

PRWI 2021 – Not for Profit Organization Recognition

The Volunteer Center works with over 165 nonprofit partner organizations to help individuals, families, and service groups find ways to volunteer their time and help their communities in the North Chicago area.  Volunteer Center Executive Director Barbara Tubekis and President of the Board of Directors Colleen Harlow represented the organization in a live Q&A session and judging panels as well as significant time developing the case materials for this year’s project.

Project Run With It 2021 – Brief summary of Project – Timeline and subject matter

The Volunteer Center provided two consulting projects as the subject matter for PRWI 2021.  The NFP desired help with a campaign to diversify and strengthen funding and partner/sponsor ties to business and civic organizations in their area.  The second project involved evaluating and improving Internet presence and the manner in which potential volunteers are matched with service opportunities.

Beta Alpha Psi chapter students participated from all over the United States as well as Australia and Vietnam using virtual meeting tools and collaboration.  Live question and answers sessions with Volunteer Center representatives helped the student teams develop an effective approach to the development of recommendations.  Teams had about two weeks to research and produce a professional presentation video.  Judges, including the NFP representatives, Moss Adams professional partners and BAP faculty advisors evaluated the presentations and selected the 2021 winning teams.

 

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!  


Hear what our Professional Partners think about BAP!

Beta Alpha Psi students represent the cream of the crop within their respective college/university! They will become the future leaders in the profession and help drive much needed change within their organizations. As the students become BAP alumni, we hope they stay engaged in professional associations and pursue certifications like the CMA to continue their life long learning.

Jodi Ryan
Institute of Management Accountants (IMA)