2023 Mid-Year Meeting - Houston, TX

Date: February 10-11, 2023
Location: Houston, TX - The Whitehall
Theme: Reimagining the Path Forward

Welcome to the 2023 Mid-Year Meeting – Houston! Your host chapters, Sam Houston State University (Kappa Mu) and Nicholls State University (Iota Sigma) welcome you to Houston. Howdy! Houston is the fourth largest city in the United States and home to NASA, performing and visual arts venues, professional sports teams, the world-famous Houston Livestock Show and Rodeo, and award-winning restaurants. Looking forward to seeing you in H-Town!

Host Chapters: Sam Houston State University and Nicholls State University

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 13, 2023, by 11:59PM ET

Chapter Operations Topics:

  • Strong Alumni Base
  • Innovative Recruiting for Members and/or Officers
  • Multi Chapter Events
  • Multi Major Professional Meetings
  • Faculty Participation and Appreciation
  • Virtual Service Events
  • Keeping Members Active

We look forward to seeing you there!


Friday, February 10 – Saturday, February 11, 2023

Registration Fees

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

 $110  Early Bird Registration Rate until Friday, January 13, 2023
 $125  Regular Registration Rate until Friday, January 27, 2023
 $175  Late Registration Rate after Friday, January 27, 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 10

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 11

 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:

The Whitehall Houston
1700 Smith Street
Houston, TX 77002


Double/King Standard- $149 single/double (17% tax)
Double/King Standard- $159 triple (17% tax)
Double/King Standard- $169 quad (17% tax)

Reservations Phone: 888-974-7641*

To make reservations online, please click here.

Hotel Cutoff Date: Thursday, January 19, 2023

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

The Whitehall Houston


Valet only $35/day. No self parking available.


Distance from George Bush Intercontiental Airport is 19 miles, approximately 20-30 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
KPMG LLP Jennifer Neal
Moss Adams LLP Leanne Lutku
Deloitte LLP Jeremy Carrine
Alexandra Miller CPA/EFWA Alexandra Miller
The PhD Project Blane Ruschak
PwC Amy Kraft
Accounting and Financial Women's Alliance (AFWA) Susan Adams
BDO USA, LLP Sarah Turcotte
The NASBA Center for the Public Trust Jasmine Jenkins
Protivi Sarah Jordan
EY Dana Lane
Xero Sarah Bleeker

Jan Taylor - Academic in Residence - AICPA

Jan Taylor, Ph.D., CPA, CGMA, began consulting in January 2021 as the Academic in Residence and Senior Director of Academic and Student Engagement at AICPA, assuming the role full-time in July 2021. She retired from her position as an Associate Professor of Accounting at Sam Houston State University (Huntsville, Texas) where she taught both undergraduate and graduate students. Jan has also previously taught and served in leadership roles at University of San Diego and University of Houston-Clear Lake and spent several years in public practice and serving as Controller/CFO of a wealth management firm. Jan has taught financial (from Principles to Graduate Research) and managerial courses as well as auditing, ethics, and leadership courses. Her primary research interests related to accounting pedagogy, auditing, and accounting ethics and leadership and she has published in numerous academic journals and practitioner publications.

Jan has been active in service to academia and the profession as well as her community. In addition to several other service roles, she is a past-President of the International Board of Directors of Beta Alpha Psi and, prior to employment with AICPA, served on the AICPA Board of Examiners, AICPA Academic Executive Committee, the joint AICPA/NASBA CPA Evolution Education Advisory Group, the AICPA Women’s Executive Initiative Task Force, the AICPA ENGAGE Academic / Practitioner Program (chair 2019-2020. Additionally, Jan has provided service to several committees with TXCPA and the Houston Chapter of TXCPA, and has served as a trustee with the TSCPA Accounting Education Foundation. Jan served as an external professor with KPMG from 2005-2019, training new auditors and senior associates. She is also a Court Appointed Special Advocate for children in protective services.

Jan has received numerous awards for teaching and research as well as service to the profession of accountancy and accountancy education including the Beta Alpha Psi Lifetime Service Award, the Beta Alpha Psi President’s Award, the TXCPA Educator of the Year Award, and the ASWCPA Educator of the Year award.

Jan is a licensed CPA in the state of Texas and a Chartered Global Management Accountant (CGMA) through the AICPA.



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.

Houston is in Harris County.

According to Point In Time on any given night there’s 3,223 people experiencing homelessness.

  • 21,000 people experience homelessness in Harris, Montgomery and Fort Bend counties in a year
  • 5,404 students are experiencing homelessness in Harris County
  • 267 were veterans of that 3,223 count

Fun things to do while in Houston include: Space Center Houston, the Downtown Aquarium, The Dr. Seuss Experience, many amazing museums, or a Mural Tour.

For more area attractions, please click here.

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!

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