2023 Annual Meeting Recap

Thank you to everyone who attended the 2023 Annual Meeting and who participated in one of the competitions! Below you will find a list of competition and award winners.

Beta Alpha Psi is grateful to all our sponsors for their contributions and support of the below competitions and recognitions.

Competition Winners

Best Practices - sponsored by Deloitte LLP

  • Reimagine Leadership & Collaboration
    • 1st Place: Ohio Northern University, Mu Delta chapter
    • 2nd Place: Monash University, Xi Epsilon chapter
    • 3rd Place: University of South Florida, Delta Gamma chapter
  • Reimagine Community Service
    • 1st Place: University at Buffalo, Zeta Theta chapter
    • 2nd Place: Salisbury University, Iota Pi chapter
    • 3rd Place: Monash University, Xi Epsilon chapter
  • Reimagine Career Aspirations
    • 1st Place: Swinburne University of Technology, Xi Sigma chapter
    • 2nd Place: University of Nebraska - Lincoln, Delta Omicron chapter
    • 3rd Place: University of North Carolina at Charlotte, Eta Alpha chapter

Project Run With It - sponsored by Moss Adams LLP

Opportunity Village - Case A 

Team 2

  • Kate Dittman, University of Nebraska at Omaha, Gamma Kappa chapter
  • Madison Kuntz, Univeristy of Arkansas, Alpha Iota chapter
  • Greg Oh, Seattle University, Delta Eta chapter
  • Peter Zamora, Swinburne University of Technology, Xi Sigma chapter

Opportunity Village - Case B

Team 6

    • Claren Dunn, Boise State University, Zeta Psi chapter
    • Utkarsh Maini, Ithaca College, Mu Alpha chapter
    • Sara McGinnis, Western Illinois University, Zeta Beta chapter
    • Jennifer Smith, Georgia Southern University, Zeta Delta chapter

S.A.F.E. House

Team 5

    • Mitchell Dorling, Monash University, Xi Epsilon chapter
    • Mansi Ghela, Valdosta State University, Mu Zeta chapter
    • Seth Turman, Texas State University, Kappa Eta chapter

2023 Community Impact Day Recognition

Funnel Awesomeness Award Winners

  • Boise State University, Zeta Psi chapter
  • University of Alabama at Birmingham, Delta Chi chapter

School Supply Kit Fundraiser Challenge Winner

  • Florida Gulf Coast University, Mu Lambda chapter

2023 Gold Challenge - sponsored by KPMG Foundation

Western Kentucky University, Eta Omicron chapter

The University of Alabama, Alpha Beta chapter

;

Florida International University, Eta Iota chapter

Monash University, Xi Epsilon chapter

The University of Sydney, Lambda Omega chapter

;

University of South Florida, Delta Gamma chapter

University of Central Arkansas, Theta Lambda chapter

;

Boise State University, Zeta Psi chapter 

;

Salisbury University, Iota Pi chapter 

;

University of Technology Sydney, Upsilon Tau Sigma chapter 

;

        • Gold - 10
        • Superior - 123
        • Distinguished - 29

Award Winners

President's Award

  • Danielle Bradley, MGOCPAs
  • McKenzie Gravitt, CPA, Hershey Milton School
  • Bonnie Villarreal, former Project Run With It coordinator and former advisor, Utah State University, Delta Omega chapter

EY Inclusive Leadership Award Final Round Winners

  • First place – The University of Sydney, Lambda Omega chapter
  • Second place – Seattle University, Delta Eta chapter
  • Third place – Stonehill College, Mu Omega chapter
  • Third place – University of Massachusetts Amherst, Delta Nu chapter
  • Third place – University of Nevada Las Vegas, Theta Omicron chapter

Business Information Professional of the Year (BIPOY) - sponsored by IMA

Education:

Dr. Anthony Bucaro, Case Western Reserve, Pi chapter (award presented virtually)

Link to virtual award presentation: https://vimeo.com/848107759

Professional Services:

April M. Stokes, CPA, Shareholder, Merki & Associates, P.C.
Nominated by the University of North Texas, Beta Pi chapter (award presented in-person)

Industry and Government:

Michael Van De Loo, CPA, Managing Director, Andersen
Nominated by Manhattan College, Lambda Pi chapter (award presented in-person)  

Medal of Inspiration Award - sponsored by the AICPA & CIMA

Alyssa Gorman, Western Kentucky University, Eta Omicron chapter

2023 Outstanding Dean Award 

Dean Michael Hartline, Ph.D., Florida State University, Beta Rho chapter

Outstanding Faculty Advisor Award - sponsored by RSM US LLP

  • Rose Hu, University at Buffalo, Zeta Theta chapter
  • Jennifer Cainas, University of South Florida, Delta Gamma chapter
  • Rachel Gambol, The University of Tampa, Lambda Beta chapter
  • Ann Stott, Ohio University, Alpha Kappa chapter

Dean's List Award Winners

  • Marshall Barbosa, The University of Texas Rio Grande Valley, Xi Phi chapter
  • Karla Martinez, The University of Memphis, Gamma Chi chapter

VITA Awards

Small Chapters - Return Preparation

  • Washington State University Vancouver, Nu Theta chapter

Small Chapters – Volunteerism

  • Marshall University, Kappa Phi chapter
  • San Francisco State University, Beta Chi chapter
  • Washington University in St. Louis, Nu Iota chapter
  • Valdosta State University, Mu Zeta chapter

Mid-level Chapters – Return Preparation

  • California State University Long Beach, Gamma Omega chapter

Mid-level Chapters – Volunteerism

  • Creighton University, Alpha Nu chapter

Large Chapters – Return Preparation

  • California State University Northridge, Epsilon Chi chapter

Large Chapters – Volunteerism

  • SUNY Oswego, Lambda Zeta chapter

2023 VITA Return Preparation Recipients

  • Grand Valley State University, Kappa Beta chapter
  • Wichita State University, Epsilon Tau chapter
  • Utah State University, Delta Omega chapter
  • The University of Texas Rio Grande Valley, Xi Phi chapter
  • University of Oregon, Beta chapter
  • University of North Georgia, Mu Gamma chapter
  • University of Michigan – Dearborn, Kappa Sigma chapter
  • University of Louisiana at Monroe, Eta Sigma chapter
  • University of Kentucky, Alpha Mu chapter
  • Colorado State University, Gamma Tau chapter
  • University of Central Missouri, Iota Mu chapter
  • University of Central Arkansas, Theta Lambda Chapter
  • Tennessee State University, Mu Theta chapter
  • Temple University, Alpha Phi chapter

Congratulations to all the winners!


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