2023 Mid-Year Meeting - Charlotte, NC

Date: February 24-25, 2023
Location: Charlotte, NC - Sheraton & Le Meridien Charlotte Hotel Complex
Theme: Reimagining the Path Forward

Welcome to the 2023 Mid-Year Meeting - Charlotte! Your host chapters University of North Carolina at Charlotte (Eta Alpha) and Appalachian State University (Epsilon Kappa) welcome you to the Queen City! Charlotte, NC is the banking hub of the American South. Our chapters are working to create an exciting and diverse regional we hope you all will enjoy!

Host Chapters: University of North Carolina at Charlotte and Appalachian State University

Meeting Sponsors: 

Host Chapter Sponsor

Coffee Break Sponsors

The Best Practices competition sponsored by Deloitte is an excellent way to display and develop your professional skills. The deadline to submit these abstracts is Friday, January 27, 2023, by 11:59 PM ET.

For chapters who wish to present in Chapter Operations: Please complete the Chapter Operations Abstract Form. The due date is Friday, January 27, 2023, by 11:59PM ET

Chapter Operations Topics:

  • Changing the landscape with Data Analytics
  • Strengths in Leadership
  • Recruiting for the future
  • Fundraising and Service activities
  • The Art of Effective Communication
  • Bottoms Up Retention - Keeping Engagement from Associate to Member
  • Wildcard

We look forward to seeing you there!


Friday, February 24 – Saturday, February 25, 2023

Registration Fees

Meeting locations are expected to sell out, so please register early. 

 $110  Early Bird Registration Rate until Friday, January 27, 2023
 $125  Regular Registration Rate until Friday, February 10, 2023
 $175  Late Registration Rate after Friday, February 10, 2023 / Onsite Registration Rate 


Cancellation policy:  To request a refund, please contact the Executive Office at bap@bap.org. Each request will be reviewed on a case-by-case basis. 

Friday, February 24

11:00am - 5:00pmRegistration Desk Open
1:00pm - 1:30pmOpening Session
1:30pm - 2:15pmPlenary Session
2:15pm - 2:30pmRefreshment Break
2:30pm - 3:30pmLeadership Activity
2:30pm - 3:30pmFaculty Advisor Round Table
3:40pm - 4:40pmProfessional Sessions/Alumni Sessions
4:45pm - 5:45pmProfessional Sessions/Alumni Sessions
6:00pmOptional Friday Night Activity


Saturday, February 25

 7:30am - 8:30am Attendee Breakfast
 7:30am - 8:30am Breakfast for Chapter Presidents, Faculty Advisors, Chapter Advocate, BAP Board, Professional Partners
 7:30am - 2:00pm Registration Desk Open
 8:30am - 10:30am Best Practices Presentations
 10:30am - 11:00am Refreshment Break
 11:00am - 12:00pm Chapter Operations Presentations
 12:00pm - 1:30pm Attendee Lunch and Closing Session
 1:30pm Conference Adjourns
 1:30pm - 1:45pm Professional Partners to Provide Feedback to Best Practice Winners

Meeting Hotel and Accomodations:

Sheraton & Le Meridien Charlotte Hotel Complex
555 South McDowell Street, South Tower
Charlotte, NC 28204


Double/King Standard- $149 single/double (15.250% tax)
Double/King Standard- $149 triple (15.250% tax)
Double/King Standard- $149 quad (15.250% tax)

Reservations Phone: 704-372-9610*

To make reservations online, please click here.

Hotel Cutoff Date: Thursday, February 9, 2023

*To receive the group rate, please indicate that you are part of the 2023 Beta Alpha Psi Mid-Year Meeting Conference. 

Sheraton & Le Meridien Charlotte Hotel Complex


Self-parking is $25 per day per vehicle for all overnight guests.


Distance from Charlotte Douglas International Airport is 8 miles, approximately 15 minutes. Estimated cab/Uber fare is $35. For driving instructions and location and transportation information, please click here.

Learn more about the Professional Partners who will be attending this meeting here

Firm/Organization Professional Partner
Fifth Third Bank Christian Goodson
RSM US LLP Ryan Hirsch
Institute of Management Accountants Jodi Ryan
Gleim Exam Prep Valerie Wendt
Deloitte LLP Scott McQuillan
Accounting & Financial Women's Alliance (AFWA) Susan Adams
AICPA & CIMA Edwin Gonzalez
Protiviti Sarah Hense
NASBA Center for the Public Trust Jasmine Jenkins
NASBA Center for the Public Trust Alfonzo Alexander
The Institute of Internal Auditors Nicole Huie
Aprio Rachel Booth
Mazars USA Chris Mitchell

Malcomb Coley - Partner, US – Central Region Private Leader & Charlotte Managing Partner, EY LLP

Malcomb is a client serving Partner with over 31 years of experience with EY.  In addition to his leadership roles, Malcomb serves as the US Central Presiding Partner.  As such he’s a member of EY’s leadership team and sits on the firm’s Global Governance Council, the Americas Advisory Council and the US Partner Principle Council. 

He currently serves on the Board of Directors of several organizations including the Charlotte Regional Business Alliance (Chair 2022), United Way of Central Carolinas (Chair 2019), Charlotte Sports Foundation, Charlotte City Center Partner, UNCC Belk College of Business Board of Advisors and the Cameron School of Business Executive Advisory Board for UNC-Wilmington. He is also on the Endowment Board for UNC-Wilmington and Friends of Trinity Episcopal School Board.  He also sits on the board of Trustees for the University of North Carolina at Wilmington and Queens University in Charlotte.  In 2021, Malcomb was appointed to the NC Rail Road Board of Directors by Governor Roy Cooper.

Malcomb has a 31-year career with EY, which began in the Raleigh office. In Atlanta he was a Senior Assurance Partner where he served a variety of both public and private clients in retail and consumer products, mining and minerals, venture capital and insurance.

Malcomb and his wife Tammie have four children: Dana, Adia, Tanna, and DJ.  In his spare time, he enjoys running, exercise and golf. 



 Sock it to ‘me Sock Campaign

For the 2023 Mid-Year Meeting Service Activity, Beta Alpha Psi will ask that all attendee bring socks to donate to local homeless shelters.       

We ask that you bring NEW quality socks for men, women and children experiencing homelessness and drop them off at the registration area. All schools that participate will earn a Reaching Out Service Activity (ROA).

We thank you in advance for participating in this years’ service event!

Did you know?

  • Socks are the #1 clothing need of those experiencing homelessness
  • Socks wear out faster than any other article of clothing and are the least donated. Dirt and grime get in between the socks and the already ill-fitting shoes and friction does the rest.  Add moisture and it rapidly increases.
  • Those experiencing homelessness have no way to really wash their socks.  A pair of socks might last 2-3 days if they’re lucky for they’re often walking 5-10 miles a day.
  • Many know that socks are the #1 clothing need of those who find themselves homeless, but what they don’t know is that one of the main reasons a person who is homeless goes to the ER is a foot ailment.  They get blisters and sores that get infected and they often loose toes and or a foot and sometimes die.  The number one way to prevent that is clean dry socks to wear on a regular basis.  So, we are not only helping people to feel good and have comfort we are helping to keep them out of the hospital.

Charlotte is in Mecklenburg County.

According to Point In Time on any given night there’s 2,666 people experiencing homelessness.

  • 4,744 students throughout a school year will experience being homeless in Mecklenburg county
  • There are more than 200 veterans that experience homelessness in Mecklenburg county

NODA (Use light rail access)
Optimist Hall (Use light rail access)
Jenni’s Ice Cream
Monster mini golf (right on WT Harris and indoor)
Paradise Valley Par 3 (outdoor and indoor, next to Food Lion)
Puttery (must reserve ahead of time)
Exit Strategy, 9539 Pinnacle Dr Suite 300
Top Golf
Atherton Mill/South End
Whitewater Center
Charlotte Hornets NBA game January 25th vs Miami Heat
Explore uptown

Guide to the City via Light Rail - Light Rail Stops

COVID 19 ASSUMPTION OF RISK - I 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. I also understand that my participation in any in-person event or activity, including those sponsored by Beta Alpha Psi, may expose me to and increase my risk of contracting or spreading COVID-19. By attending an in-person event or conference sponsored, organized, hosted or offered by Beta Alpha Psi, I hereby choose to accept the risk of contracting COVID-19, and I acknowledge that I am aware of the risks and hazards for myself and my guests and accept the risk of being exposed to, contracting or spreading COVID-19 in order to attend.

Contact the Event Organizer

Hear what our Professional Partners think about BAP!

Each academic year, Becker seeks out college students that are outgoing, engaged, and strong academic performers to represent us as Ambassadors. When we see a potential candidate is a BAP member, we know they excel in all of these attributes!

Michael Brown
Senior National Instructor
Becker Professional Education