Simon T. Bailey DBA, CSP, CPAE

Keynote Speaker|Coach|Board Member|TV Host|#LinkedInLearningInstructor

Simon’s purpose is to Spark listeners to lead countries, companies, and communities differently.

His framework is based on his 30 years of experience in the hospitality industry, including serving as sales director for Disney Institute, based at Walt Disney World Resort in Orlando, FL. He is a prolific author and Hall of Fame Keynote Speaker that has worked with Signet Jewelers, SalesForce, T-Mobile, Stanford Healthcare, General Mills and Hilton Hotels just to name a few.

An experience with Simon goes beyond feel-good content. He delivers practical strategies and impacts real lives. He connects with any audience on many levels with a relevant message that resonates beyond the stage.

Simon’s viral video posted by Goalcast to Facebook has 90 million views and LinkedIn Learning features three of his online courses that reach professionals in 100+ countries. Recently, Simon became a certified Caritas Coach, leading with heart-centered intelligence. His approach is grounded in Caring Science that focuses on preserving human dignity, wholeness as the highest gift to self, systems, and society.

His wisdom and expertise enabled an Orlando-based healthcare system to be acquired and a division of a hospitality company to be ranked No. 1 for customer service by Expedia.com. Simon serves on two unique boards; U.S. Dream Academy and Orlando Health Foundation where he is a five year board member that has 20,000 employees and over $1 Billion in revenue. Recently, Cleary University, a 138 year old institution in Holland, Michigan, rewarded him with a Doctorate of Science in Business Administration for his global impact.

Anthony Pugliese, CIA, CPA, CGMA, CITP

President and Chief Executive Officer - The Institute of Internal Auditors, Global Headquarters

Anthony J. Pugliese, CIA, CPA, CGMA, CITP, is President and CEO of The Institute of Internal Auditors (IIA), the internal audit profession’s most widely recognized advocate, educator, and provider of standards, guidance, and certifications. Over a career spanning more than 30 years, Pugliese has been a strategic, hands-on leader, directed strategic expansions into major global markets, pioneered innovative educational initiatives aimed at enhancing members’ professional growth, overseen the internal audit function of a major organization, and defined cultural norms toward greater diversity, equity, and inclusiveness (DE&I). As CEO of The IIA, he drives the vision and management of the over 80-year-old organization with more than 210,000 members, 156 chapters, and 112 affiliates in nearly 200 countries and territories. His focus is on enhancing membership services, creating new approaches to learning and competency development programs, fulfilling The IIA’s multimillion-dollar digital transformation initiative, and enhancing the value of internal audit, particularly in its role of addressing organizational risks and opportunities.

Dorri McWhorter

President and Chief Executive Officer - YMCA of Metropolitan Chicago

Dorri McWhorter became President and CEO of YMCA of Metropolitan Chicago in August 2021. Prior to joining the YMCA, Dorri served for 8 years as the CEO of YWCA Metropolitan Chicago transforming the organization from a traditional social service organization to 21st Century social enterprise. Increasing impact and organizational sustainability, YWCA Metropolitan Chicago’s operating budget grew 4x over her tenure. The organization has been an active contributor to many critical initiatives across the region, and under Dorri’s leadership, YWCA Metropolitan Chicago expanded its service footprint to 10 new locations, completed seven mergers and acquisitions, implemented paid family leave and developed a retirement plan to include retirement options for thousands of childcare providers and small business owners. Dorri led the effort to develop an exchange traded fund (ETF) for women’s empowerment (NYSE: WOMN) in partnership with Impact Shares, which is the first non-profit investment advisor to develop an ETF product. Dorri is a 2019 Inductee in the Chicago Innovation Hall of Fame.

Dorri prides herself on being a socially-conscious business leader and is committed to creating an inclusive marketplace by leveraging a cross-sector approach of engaging business, civic and community partners. Dorri serves on the Board of Directors for several companies including, Lifeway Foods, William Blair Funds, NexPoint Capital and Skyway Concession Company (Chicago Skyway). Dorri is also active in the accounting profession and serves on the Financial Accounting Standards Advisory Council and has served as a member of the Board of Directors of the American Institute of Certified Public Accountants (AICPA) and a past Chairperson of the Board of Directors for the Illinois CPA Society. Dorri also serves as Co-Chair of the Advisory Board of the First Women’s Bank. Dorri received a BBA from the University of Wisconsin-Madison, an MBA from Northwestern University’s Kellogg School of Management, and an honorary Doctor of Humane Letters from Lake Forest College.

Jessica Sayles, MSA, CPA

Managing Principal - Houldsworth, Russo & Co., P.C., Certified Public Accountants

Jessica joined the firm in 2007. As the Managing Principal of the Southern Nevada office from 2016 through 2020, she oversaw operations, marketing, and community relations of the firm. In 2021 Jessica expanded the operations of HRC to Northern Nevada, where she now resides. Jessica loves that she gets to work with many nonprofit clients in an advisory capacity, lending her audit and tax expertise to help them establish good governance and sort out issues related to unrelated business income.

Raised in Hawaii, Jessica is actively involved in the Pacific Islander community and continues to dance hula with a local group. She is a past treasurer of the Las Vegas Hawaiian Civic Club and assists local nonprofits in expanding the reach of the Hawaiian community within Nevada. She has lived in Nevada since she graduated from high school and loves it for its diversity. She and her husband, George, have two young children, Bodhi and Asha, two dogs, and one cat. Together, the whole family (pets included!) enjoy exploring national parks and local campgrounds in their travel trailer. 

Thursday, August 3, 2023 - Saturday, August 5, 2023

Registration Fees

Click here to register

Dress Code: 

• Thursday and Friday - For Community Impact Day - Please refer to the Community Impact Day page. All plenary sessions and competition presentations - Business Casual.
• Saturday - BAP Theme Day - Proudly wear your chapter's BAP swag. (No torn jeans or short shorts.)

Cancellation Policy: Cancellations made prior to Friday, June 30, 2023, 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 Kate.Shattuck@aicpa-cima.com and the request will be forwarded to the Executive Director for refund request review. 

Diversity, Equity & Inclusion: At Beta Alpha Psi, we believe everyone has a right to succeed. As an international student honors organization representing 10,000 active students, we are committed to creating a more inclusive profession made up of varied people, ideas, and beliefs and representative of the many individuals and communities we help across the world. That is why we fully support diverse, equitable and inclusive chapters and meeting events that are reflective of the communities in which we serve - different people, different cultures, and different perspectives. To support this aim, while we continue to hold conferences, events and discussions on such topics in the different areas of the country, we stand strong to these beliefs and values.

Hotel Accommodations

Caesars Palace

Conference Hotel
Caesars Palace
3570 Las Vegas Blvd. South
Las Vegas, NV  89109

Room Rates
Single/Double/Triple/Quad: $179/per night
Current tax rate: 13.38%
Resort Fee: At check-in, the property will offer attendees the option to opt-in and pay the daily prevailing resort fee, plus the prevailing Clark County room tax. Opt-in fee of $45.95 includes: 

• Unlimited local phone calls (No long distance or international calls.)
• Two (2) guest admissions per day to the Fitness Center (Does not include the use of the spa.)
• In-Room internet access to include two (2) devices per room per day (Property-wide roaming may be available for an additional fee.)

The resort fee will be posted to the individual's room account. Taxes are subject to change without notice.

Reservations
To make reservations online, click here. (Preferred)
To make reservations over the phone, call: 866-227-5944* on or before the Group cut-off date. 

*To receive the group rate, please indicate that you are attending the 2023 Beta Alpha Psi Annual Meeting and reference code SCBAP3.

Hotel Reservation Cutoff: June 23, 2023

Please note that guest rooms must be cancelled 72 hours in advance to avoid the penalty charge of 1 night room and tax.

When booking rooms at Caesars Palace, please only book the number of rooms that is needed. If you book additional rooms that your chapter doesn't need, you may be subject to an additional cancellation charge. To confirm a sleeping room in the room block, the sleeping room must be secured with a valid credit card provided by you the guest attending the event, along with a first night's deposit, refundable up to 48 hours in advance of the event.

Self Parking: Overnight guests; with in-and-out privileges - $18 + tax/per night
Valet Parking: Overnight guests, with in-and-out privileges - $50 + tax per night/overnight
Additional information regarding parking at Caesars Palace can be found here. Parking (PDF)

*Note About Housing Scams
BAP does not use a housing bureau or third-party agency for hotel accommodations or any other travel arrangements. Any claims by any company stating otherwise are not true. Please be sure you are booking directly through the links on this page or directly with the hotel.

Transportation

Airport

Distance from Harry Reid International Airport (formerly known as McCarran Internation Airport - FAA code, LAS, will stay the same) is 3 miles, approximately 7 minutes. Estimated cab/Uber fare is $25-30.

Wednesday, August 2

Thursday, August 3

Student & Professionals Welcome Reception

Don't miss out on this opportunity for the Student & Professionals Networking Reception on Thursday, August 3, from 6:00-8:00 pm at the Caesars Palace Exhibit Hall. Network and mingle with your peers while visiting with this year's exhibitors to learn more about careers, certifications and advanced education.

Friday, August 4

Saturday, August 5

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

Chapter Operations – Calling for Presenters for the 2023 Annual Meeting

Earn 1 Reaching Out Activity for 2023 Annual Meeting Presentation 

We are calling for Chapter Operations presenters for the 2023 Annual Meeting (August 3-5, 2023).

This year’s topics will include:

• Managing Recruiting and Retention
• Chapter Reporting Engagement
• Community College Collaboration & Involvement 
• Creative Social and Service Activities
• Diversity, Equity & Inclusion Within Your Chapter
• Mentorship

If your chapter is planning on attending the 2023 Annual Meeting in Las Vegas, NV, please complete this interest form here.

Deadline to submit the form is Friday, June 16th, 2023.

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 mid-year 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, information systems and data analytics. 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.

Be sure to visit the exhibit hall throughout the meeting to learn more about the opportunities and services provided by the Professional Partners & Sponsors.

Sponsors

Beta Alpha Psi is grateful to all our compeition sponsors for their support to our faculty advisors and students:

• AICPA & CIMA - Medal of Inspiration Award
• Deloitte LLP- Best Practices Awards
• EY - Inclusive Leadership Awards
• IMA - Business Professional of the Year Awards
• KPMG LLP and KPMG U.S. Foundation, Inc. - Gold Challenge and Superior Chapter Awards
• Moss Adams LLP- Project Run With It Awards
• RSM US LLP - Outstanding Faculty Advisor Awards

Exhibitors

AICPA & CIMA

Aprio

Educational Foundation for Women in Accounting (EFWA)

Gleim Exam Prep

Institute of Management Accountants

NASBA Center for the Public Trust

The Institute of Internal Auditors

The University of Texas Rio Grande Valley

University of Connecticut

Your Part-Time Controller, LLC

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 3, 2023- Student & Professionals Welcome Reception
6:00pm - 8:00pm

Friday, August 4, 2023
7:00am - 7:45am - Breakfast
10:45am - 11:15am - AM Networking Break
3:00pm - 3:30pm - PM Networking Break
5:30 - 6:00pm - BAP Alumni & Professional Partners Networking

For exhibitor information, click here.

For all exhibitor related questions, please contact Kate Shattuck.

*Note About Attendee List: Beta Alpha Psi does not sell our attendee lists to anyone or any third party.

KPMG U.S. Foundation, Inc., KPMG LLP – University Talent Acquisition, and Beta Alpha Psi (BAP) are proud to sponsor the BAP Community Impact Day (CID) project at this year’s BAP international annual meeting in Las Vegas, Nevada on Thursday, August 3 from 9:00 a.m. – 1:30 p.m. You will have at least a 1 ½ hour break to get lunch on your own and change into Business Casual clothing for the BAP Annual Meeting Opening Session at 3:00 p.m.!

Date: Thursday, August 3, 2023

Time: 9:00 a.m. - 1:30 p.m. PT

As part of the 2023 BAP international annual meeting in Las Vegas, Nevada, KPMG U.S. Foundation, Inc., KPMG LLP – University Talent Acquisition, and BAP are proud to sponsor the BAP Community Impact Day (CID) project. The event is in collaboration with the non-profit social enterprises United Way of Southern Nevada, The Pack Shack, Back 2 School America, and First Book.

We are Reimagining our CID event this year. On Thursday, August 3, we will host 3 different CID activities at Caesar’s Palace for students and Faculty Advisors, and the number of volunteers will be limited to 675. Those interested in volunteering MUST register to be a CID volunteer during the Annual Meeting Registration Process.

Volunteer Activities to choose from are listed below and will take place at Caesar’s Palace. You will be able to register for your activity at a later date – watch your email for details!

The Pack Shack Feed the Funnel Party – Participants will package 125,000 meals. These meals will be donated to programs in under-served communities in Las Vegas, local food banks, and the food resource centers at local college campuses – to help combat food insecurity that exists amongst college students.

Back 2 School America Notes of Inspiration – Participants will create sweet Notes of Inspiration which will be given to Back 2 School America. Back 2 School America needs the notes of encouragement to go into their Back 2 School kits, which are distributed nationwide to children in-need. These notes make the kits more personal, and they serve to inspire a child and let them know that someone is cheering for them to succeed in school and in life.

Operation Backpack – Participants will assemble school supply kits from Back 2 School America, place books in 200 backpacks, and create Notes of Inspiration to be included in the backpacks. These items will be donated to under-served programs in Las Vegas. This activity is sponsored by KPMG LLP’s University Talent Acquisition Literacy Program – KPMG and Campuses United for Literacy.

Important Information

• This year’s CID activities are for students and Faculty Advisors only.
• You must register to be a volunteer during the Annual Meeting Registration Process.
• The number of volunteers is limited to 675.
• Lunch will not be provided on Thursday, August 3. You will have at least a 1 ½ hour break after the CID activities to get lunch on your own.
• Only those participating in a CID activity will receive a t-shirt – you will be able to request your size during the Annual Meeting registration process.
• Masks are not required to be worn during the CID activities.
• The Opening Plenary Session will begin at 3:00 p.m. in the Palace Ballroom. Attire is business casual.
• A Know Before You Go will be sent to confirmed volunteers prior to August 3.

School Supply Fundraiser

Remember how exciting it was to get new school supplies at the beginning of the school year? Unfortunately, for some families, purchasing school supplies isn’t an option. That’s where we come in!

For our Operation Backpack activity, volunteers will assemble Back 2 School America build-a-kits, which will be donated to children in under-served communities in Las Vegas. We are excited to collaborate with Back 2 School America on this initiative, and we need your help to raise funds to purchase the kits! Each kit is $24 and comes with 30 school supplies. We need at least 200 kits.

Watch your email (and this tab) for details and a link to our fundraising page that you can share with family, friends, neighbors, colleagues, classmates… anyone you can think of! Your Chapter could even win a $1,000 donation of books and resources through our friends at First Book for a program in your community that serves children in-need.

We can’t wait to see the creative ways you help to raise funding for this activity and how many school supply kits we can donate to children in-need in Las Vegas.

We look forward to seeing you in The City of Lights and your participation in this exciting and rewarding opportunity!

If you have any questions regarding the Community Impact Day event, please contact Della Moore. dkmoore@kpmg.com

Sponsored by Moss Adams LLP

Deadline: May 1, 2023 at 11:59 PM EDT

Overview

Project Run With It (PRWI) furthers the community service component of Beta Alpha Psi (BAP) and provides student participants with an incredible opportunity to engage in a real-world consulting project.

PRWI begins its 19th year! PRWI 2023 will involve up to 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 Las Vegas, NV area. Working in teams of four, 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. Prior to the Annual Meeting, the NFP organizations will provide background information to all participating students and will be on site to answer students' questions.

PRWI is a high intensity, highly compressed competition that provides participating students a unique experience. See the testimonials and recap video.

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 monetary 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 24 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. 

Nomination Process

Nominations are closed.

To participate in PRWI, students must submit a completed nomination form, statement of interest, confidentiality agreement form, and affirmative statement of attendance prior to the Annual Meeting signed by the Faculty Advisor.

Students will be notified as to whether or not they were selected no later than May 15, 2023.

Students and chapter faculty advisors should carefully consider a student's availability prior to submitting a nomination. 

General Process

Once the participating students are identified and notified of their participation, each will be assigned to one of the 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 Dropbox folder and will be made available to the participants upon selection and updated as needed prior to the August Meeting.   

Other Information

Students selected to participate in PRWI must arrive at the Annual Meeting hotel by Wednesday, August 3, 2023, at 3:00 pm PDT. Dinner will be served to participants and teams will be introduced at the opening session. It is important to note that students participating in PRWI will not be attending the Community Impact Day on Thursday of the Annual Meeting but will be attending the kickoff plenary session Thursday evening and rejoin their chapters for other Annual Meeting events.

Contact

For more information or questions please contact Samantha Falgout at BAPPRWI@gmail.com.

For more information about Project Run With It, click here.

Sponsored by Deloitte

Congratulations on winning first or second place at the 2023 BAP Mid-Year Best Practices competition! 

All first and second-place winners from the 2023 mid-year meetings competition are invited to present in person at the annual meeting on Friday, August 4, 2023 in Las Vegas.

The following are the steps necessary to compete at the 2023 Annual Meeting:

• Email Mark Judd (mjudd@sandiego.edu) to notify him of your interest to present by May 31, 2023 at 11:59 PM EST.
• Complete the Best Practices Final Abstract Form to let us know if your team plans on competing in Las Vegas. The online form will serve as your abstract.
• Make sure all of the information is accurate and complete.
• Register for the annual meeting! Make sure to book your hotel room(s) early as space is limited.
• Practice, practice, and more practice! Make sure you arrive to the meeting prepared so that you can enjoy the rest of the meeting, network with students and other schools and enjoy Las Vegas.
• On the day of the presentation, please plan to arrive at the room about 15-20 minutes ahead of time so you can load your presentation. There will not be time to practice in the presentation room. 

As per Appendix A in the Best Practices Manual, the abstract form itself must essentially be the same as provided at the mid-year 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. 

Best Practices Coordinator:

Mark Judd: mjudd@sandiego.edu 

More information about the Best Practices competition here.

2023 Dean's List (or Equivalent) Award

Deadline: Friday, June 9, 2023

Beta Alpha Psi students who have qualified for their school’s Dean’s List (or equivalent) and cannot afford to attend the 2023 Annual Meeting have the opportunity to receive a travel stipend from Beta Alpha Psi. For more information about this award, click here.

LINQ Promenade

Fountains of Bellagio

Kush Fine Art

Bellagio Conservatory & Botanical Garden

Fun Free Things to Do in Las Vegas, click here.

COVID-19 ASSUMPTION OF RISK - Attendees will acknowledge that COVID-19 continues to be extremely contagious, typically spreading mainly through close contact from person to person, and that people who are infected, but do not show symptoms, can also spread the virus to others. Attendees also understand that participation in any in-person event or activity, including those sponsored by Beta Alpha Psi (BAP) may expose them to and increase their risk of contracting or spreading COVID-19. By attending an in-person event or conference sponsored, organized, hosted or offered by the BAP (2023 BAP Annual Meeting), attendees choose to accept the risk of contracting COVID-19, and acknowledge that they are aware of the risks and hazards for themselves and any guests and accept the risk of being exposed to, contracting or spreading COVID-19 in order to attend.