Friday, February 19, 2021
Virtual attendance
Theme: Invest in the Future

For 2021, Beta Alpha Psi will conduct three virtual Mid-Year Meetings on February 19th, March 5th and March 19th. Each meeting will include a different keynote speaker, professional sessions, a networking session and a virtual exhibit hall. The planning committee is made up of the Executive Office, Professional Partners and Chapter Advocates who have worked hard to make sure the virtual event will be informational, fun and engaging! Chapter Operations and Best Practices will be conducted separately and virtually. Please make sure to review the Best Pactices submission requirements here and note the guidelines for Chapter Operations below.

Chapter Operations Topics:

  • Member engagement tactics for these unprecedented times
  • Officer transition techniques
  • Creative fundraising
  • How do you complete service projects virtually or social distanced?
  • Wild card

Date

Friday, February 19, 2021

1:30-5:30PM Eastern Time

Registration Fees

Early bird Registration: $45 until Friday, January 29, 2021

Regular Registration (after January 29): $60

Approximately one week before the virtual event, you will receive an email with a link to access the event (this email will be sent to the email used for registration).

Cancellation Policy: Cancellations made prior to meeting date will be refunded, minus a $10 administration fee. Refund requests made after the event will not be honored. If you have any questions, please contact the conference planner at beth.fulk@aicpa-cima.com.

Friday, February 19

Time (Eastern Time) Agenda
12:30PM - 1:30PM Exhibit Hall Open
1:30PM - 1:45PM Welcome and Introductions
1:45PM - 2:30PM Keynote + Q&A
2:30PM - 2:50PM Break + Exhibit Hall Open
2:55PM - 3:25PM Concurrent Zoom Sessions
3:30PM - 4:00PM Concurrent Zoom Sessions
4:00PM - 5:00PM Ultimate Trivia! Networking with Professionals
5:00PM - 5:30PM Exhibit Hall Open

Submit your Best Practices submission (video, PPT presentation, completed form) here. Submissions are due Friday, March 5, 2021, by 11:59PM ET. No exceptions.

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. 
  • Videos must be able to be embedded in order to be posted to judges’ webpage.

Winning teams will be announced separately from the Mid-Year Meetings.

If you have any questions, please contact the Executive Office.

Please check back soon for more information.

2:55PM - 3:25PM Concurrent Session 3:30PM - 4:00PM Concurrent Session

Gleim Exam Prep

CPA Exam Changes - What's on the Horizon [presented by Valerie Wendt]

Surgent Professional Education

Developing and Maintaining Ethics in Your Career [presented by Ryan Hirsch]

Educational Foundation for Women in Accounting (EFWA)

An Accountants Guide to Change Management [presented by Robert E. Bendetti, Jr., CPA, Life Cycle Engineering]

Fifth Third Bank

How to Make Sure Your Resume is Relevant During a Pandemic [presented by Candice McPhatter]

Protiviti

Auditing Virtually [presented by Suzie Stephan and Kizzy Gift]

CAIA

Environmental, Social & Governance Investing: History, Approaches and Integration [presented by Aaron Filbeck]

Alumni Panel

KPMG

Importance of Allyship [presented by Jennifer Neal]

Emelissa Baluyot, Principal Sustainability Science & Innovation - WW Sustainability at Amazon

Emelissa leads the product strategy for Sustainability Science and Innovation at Amazon worldwide.  Utilizing Amazon’s scale, speed and innovation, the team’s focus is defining key environmental opportunities across all Amazon’s businesses globally.  Her primary area of focus includes The Climate Pledge, a commitment to meet the Paris Agreement 10 years early and achieving Net Zero Carbon by 2040. She has led the engagement strategy for several Amazon businesses including AWS, Physical Stores, and Whole Foods Market by working backwards from carbon and circular economy goals and designs, inventing and implementing solutions to optimize operations and solving for current and future business challenges.  Prior to joining the worldwide Sustainability team, Emelissa led international and device expansion for Prime Video on Echo devices and launched Amazon Prime Video’s first live sports event – Thursday Night Football.

Prior to Amazon, Emelissa was the senior manager leading global technical accounting policy at Aon where she managed the adoption of revenue recognition, lease accounting, and foreign currency reporting standards.  She was responsible for training CFOs across the company on new accounting policies, operationalizing international reporting regulatory requirements, and consulting on new business development opportunities.   

Prior to Aon, Emelissa held various roles at Motorola in financial planning and analysis and internal audit.  She started her career in public accounting with Deloitte in Seattle serving marquee tech and retail clients.  Emelissa holds an MBA from the Kellogg School of Management, a Masters in Accounting from the University of Washington, and a Bachelor Degree in Business Administration from Seattle University.  She remains active at all three universities as a mentor and guest speaker.

Session description:

Setting goals beyond your first job: Principles for Mapping Your Career Plan

Public accounting and industry are familiar options for every accounting, finance, and information systems major.  Fast forward to earning your CPA or CFA, and getting a few years of work experience under your belt… now what?   As students enter the professional world and navigate the changing landscape of technology and regulation, determining what’s possible and what career options exist outside the traditional accounting ‘path’ can be challenging.  In this session, we’ll explore several principles to guide your career planning beyond your first year off campus. These principles can help students make intentional and effective use of individual goal setting and also career planning discussions with mentors and managers.

All chapters that submitted a presentation for Chapter Operations are featured here.

Chapter Operations topics:

  • Member engagement tactics for these unprecedented times
  • Officer transition techniques
  • Creative fundraising
  • How do you complete service projects virtually or social distanced?
  • Wild card

Contact the Event Organizer



Hear what our Professional Partners think about BAP!

The CAIA Association is committed to providing alternative investment educational opportunities to the next generation of financial service and business professionals. Beta Alpha Psi members are top of class students who understand the importance of ongoing professional development. The partnership between CAIA and Beta Alpha Psi is a natural fit.

Millissa Allen
CAIA Association