University of San Diego, Zeta Kappa
Oklahoma State University, Chi
The Best Practices Competition sponsored by Deloitte is an excellent way to display and develop your professional skills. The deadline to submit these abstracts was Sunday, December 3, 2023, 11:59 PM ET.
For chapters who wish to present in Chapter Operations, please complete the Chapter Operations Abstract Form. The due date for submissions is Friday, January 12, 2024 by 11:59PM ET.
Meeting locations are expected to sell out, so please register early.
| Rate | Registration Type |
|---|---|
| $140 | Early Bird Registration Rate until January 17, 2024 |
| $175 | Regular Registration Rate until February 2, 2024 |
| $200 | Late Registration Rate after February 2, 2024 / Onsite Registration Rate |
To request a refund, please contact the Executive Office. Requests will be reviewed on a case-by-case basis.
| Friday | Session/Title |
|---|---|
| 11:00am-5:45pm | Registration |
| 1:00pm-1:30pm | Opening Session |
| 1:30pm-2:15pm | Plenary Keynote |
| 2:15pm-2:30pm | Refreshment Break |
| 2:30pm-3:30pm | Leadership Activity |
| 2:30pm-3:30pm | Faculty Advisor Roundtable |
| 3:30pm-3:40pm | Transition between sessions |
| 3:40pm-4:40pm | Professional Sessions/and or Alumni Session |
| 4:45pm-5:45pm | Professional Sessions/and or Alumni Session |
| Saturday | Session/Title |
|---|---|
| 7:30am-8:30am | Attendee Breakfast |
| 7:30am-8:30am | Breakfast for Faculty Advisors, Chapter Presidents, Chapter Advocates, Board Members and BAP Professional Partners |
| 8:30am-10:30am | Best Practices (3 rooms) |
| 10:30am-11:00am | Beverage Break |
| 11:00am-12:00pm | Chapter Operations (3-4 rooms available) |
| 12:00pm-1:30pm | Attendee Lunch |
| 1:30pm-1:45pm | Closing Session |
| 1:45pm | Conference Adjourns |
University of San Diego, Knauss School of Business
5998 Alcala Park
San Diego, CA 92110
The Dana on Mission Bay
1710 W. Mission Bay Drive
San Diego, CA 92109
Double/King Standard- $184 (+10.5% per room + $15/daily resort fee)
Reservations Phone: 866-544-2115
To make reservations online, please click here.
Hotel Cutoff Date: January 25, 2024
*To receive the group rate, please indicate that you are part of the 2024 Beta Alpha Psi Mid-year Meeting.
Self-parking: One vehicle included in resort fee; additional vehicles $25/day
To the hotel from San Diego International Airport is 7 miles, approximately 15 minutes. Estimated cab/Uber fare is $25-35.
The meeting space is approximately 3 miles from the hotel. Transportation will be offered, details to follow.
Learn more about the Professional Partners who will be attending this meeting here.
| Professional | Partner Firm/Organization |
|---|---|
| Edwin Gonzalez, Co-Liason | AICPA-CIMA |
| Alex Miller, Co-Liason | EFWA |
| Sarah Bleeker | Xero |
| Kelly Cure | Skillfully |
| Jerilyn Dressler | Your Part-Time Controller, LLC (YPTC) |
| Edwin Gonzalez, Co-Liason | AICPA-CIMA |
| Matt Kessler | RSM US LLP |
| Dalton Lewis | Your Part-Time Controller, LLC (YPTC) |
| Rheanna Martino | EY |
| Isaac Obando | California Department of Tax and Fee Administration |
| Desiree Rivera | The Institute of Internal Auditors |
| Blane Ruschak | The PhD Project |
We're thrilled to bring you inspiring keynote speakers for our upcoming mid-year meeting in San Diego. Keep an eye out for the official announcement, and in the meantime, secure your spot by registering today to ensure you don't miss out on this exceptional opportunity.
Join us in making a difference at the Beta Alpha Psi 2024 Mid-Year Meeting in San Diego. We're excited to announce a special volunteer service activity in partnership with the YMCA of San Diego County, and we need your help to bring warmth and comfort to those in need.
At this year's meeting, we are rallying together to collect essential items that will make a real impact to the local community. We kindly ask you to bring NEW quality items, such as socks for men, women, and children, cozy blankets, as well as hats and gloves.
Your small gesture can make a huge difference in the lives of others. By donating these much-needed items, you will contribute to the well-being of those served by the YMCA of San Diego County, an organization committed to fostering a better, more inclusive community.
Let's come together to bring hope and comfort to those who need it most. Thank you for your support, and we look forward to seeing you in San Diego!
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.
Throughout this report, you will find that Beta Alpha Psi is proud of the members, alumni, faculty advisors, Professional Partners, Board of Directors, Chapter Advocates and every volunteer that contributes to the success of this organization. Learn more here.
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
