Updated August 2019
This manual sets forth the duties and responsibilities of Beta Alpha Psi Chapter Advocates (CA). In general, those duties and responsibilities are comprised of the activities outlined below, which are subject to the support policies outlined at the end of this document. CAs will serve a three year term, joining the Board during their third year. All other duties are as follows.
The seven chapter advocates serve on the Chapter Advocacy Council (CAC). Each CA will be the advocate for his/her assigned region(s). Generally each CA will serve a three year term. No CA may serve as a Faculty Advisor during his/her three-year term without prior CAC approval.
The following outlines the procedure to identify and select candidates for vacant CA positions.
A. Attend and coordinate specified regional meetings.
B. Attend Board meetings as follows: August Board meeting (all CAs; beginning with the August meeting following election as CA), January Board meeting (third year CAs), and Board conference calls (third year CAs).
C. Attend CAC meetings as follows: August CAC meeting (beginning with the August meeting following election as CA), January CAC meeting (third year CAs), and CAC conference calls.
D. Attend the annual meeting and perform the follow duties:
A. Distribute letter prepared by the Director of FAs, with summary results of participation in regional and annual meeting activities for the prior year, to all FAs by the end of September.
B. Offer assistance/encouragement to chapters as needed or requested.
C. Encourage participation at annual and regional meetings and other BAP activities.
D. Provide support to faculty advisors in region.
E. Encourage chapters to promote membership in the organization.
F. Encourage chapters to promote the possibility of starting a petitioning chapter to other schools.
G. Participate in appeal processes, as appropriate.
H. Offer assistance to the Executive Office (as requested) for issues related to:
A. CAs are charged with the responsibility of monitoring chapters in the region that are on probation or at risk of being placed on probation. The Executive Office will assist the CA in this role by providing notice of underperforming chapters in their region.
B. For chapters at risk of being placed on probation, the CA should actively engage the FA to provide support and assistance to improve chapter performance.
C. For chapters placed on probation, the CA is charged with actively working with the FA to develop a plan to improve the operations of the chapter. This plan should be developed through interaction FA and student officers. The plan should be comprehensive and include activities and a timeline for accomplishment of these activities. If possible, the CA should meet with FA and student leadership at regional or national meeting.
Required activities of the regional CA include the following:
A. Review submitted petitions for completeness and accuracy.
B. Forward your evaluation of the petition (accept/decline/more information needed) to the Executive Office for formal acceptance and assignment of chapter number.
C. Send a congratulatory letter to the Faculty Advisor offering your aid and assistance.
D. Periodically contact the Faculty Advisor to offer your support and assistance. It is essential to monitor petitioning chapters.
E. Notify any existing petitioning chapters in your area when you become a Chapter Advocate and offer to assist them as needed.
F. Conduct the site visit, prepare a report of that visit, and complete the confidential site visit evaluation form. If the CA from that region is not able to complete site visit and installation, another CA may perform those visits.
G. Send your recommendation for installation and all reports to the Executive Office.
H. Be prepared to discuss your recommendation with other CAs and Board members.
I. Attend and participate in the installation ceremony.
J. Send a post-installation congratulatory note to the Faculty Advisor.
A. Prior to each regional meeting, the CA must:
B. During the Regional Meeting, the CA must:
C. After the Regional Meeting, the CA must:
RSM US LLP provides funds annually to support the program that recognizes outstanding faculty advisors to Beta Alpha Psi. They have given the authority to BAP’s Board of Directors to identify, screen, and select the recipients of this award. These awards will be presented at both the American Accounting Association annual meeting and the Beta Alpha Psi annual meeting.
The process by which FAs are nominated and the forms to complete are found on BAP’s website. Chapters must submit a completed online nomination form and service spread sheet (uploaded through online form) no later than April 1.
A. The Executive Office will send all submissions to the Director of FAs no later than April 10th.
B. The Director of FAs will prior to May 1st:
C. Selection of Outstanding Faculty Advisors
Each first year CA will choose a path to follow to determine annual meeting responsibilities for the three year term and which manuals will be reviewed each year.
A. Path 1 will lead to appointment as Director of the Chapter Advocacy Council (CAC) in third year of term.
Year 1 duties:
Year 2 duties:
Year 3 duties:
B. Path 2 will lead to appointment as Director of Faculty Advisors (by year three):
Year 1 duties:
Year 2 duties:
Year 3 duties:
C. The CA who oversees international regions will review all manuals for issues related specifically to their regions and attend the Non-U.S. Chapter Meeting concurrent session at each annual meeting.
Third-year Chapter Advocates serve on the Executive Board with voting privileges.
A. The Director of the Chapter Advocacy Council is responsible for overseeing the activities of all Chapter Advocates and thus has the following added third year duties:
B. The Director of Faculty Advisors is responsible for overseeing the activities of the Faculty Advisors and local chapters and thus has the following added third year duties:
Appendix A Summary of CA Responsibilities
|Chapter Advocacy Track||Faculty Advisor Track||International Track|
|3rd Year Advocate||Chapter Advocates||Regional Meetings||All|
|2nd Year Advocate||Best Practices||Petitioning Chapters|
|1st Year Advocate||PCA||Faculty Advisors|
|Annual Meeting (Sessions) |
|3rd Year Advocate||Regional Meeting (assist)||Regional Meeting (lead)||International chapters|
|2nd Year Advocate||RI/PCA Session - Session #1||New Faculty Advisors (lead)|
|1st Year Advocate||RI/PCA Session - Session #2||New Faculty Advisors (lead)|
|Incoming Advocate||Attend a 1st Year CA Session||Attend a 1st year CA Session|
 Also attends all Board of Directors sessions during the annual meeting
Beta Alpha Psi students represent the cream of the crop within their respective college/university! They will become the future leaders in the profession and help drive much needed change within their organizations. As the students become BAP alumni, we hope they stay engaged in professional associations and pursue certifications like the CMA to continue their life long learning.
Institute of Management Accountants (IMA)