This manual sets forth the duties and responsibilities of Beta Alpha Psi Chapter Advocates (CA). In general, those duties and responsibilities focus on 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.
There are seven chapter advocates who will 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 non-consecutive term. No CA may serve as a Faculty Advisor during his/her three-year term without prior CAC approval.
A call for nominations will be sent out by October 1st. An online nomination form should completed by November 1st. The Chapter Advocacy Council will present their selected nominees to the Nominations Committee by December 15th. Upon approval of the nominees by the Nominations Committee and the Board, Chapter Advocates are elected by a vote of faculty advisors in their respective regions. Only Faculty Advisors in the Region(s) being contested shall be eligible to vote for that region’s Chapter Advocate. The candidate[s] who receive(s) the most votes via the internet shall be elected. Only votes received in the Executive Office by the date noted on the ballot shall be counted. Any disputes in election results shall be settled by a majority of the Board.
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 CAs, 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. Nurture Faculty Advisors.
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 for:
A. The Executive Office will notify the Chapter Advocates of any underperforming chapters in their area. Contact those chapters and work with them to avoid, if possible, probation.
B. Monitor those chapters and keep in contact with them during the year.
C. Be prepared to discuss, at any Board or CAC meeting, chapters within your region that may be placed on probation. This includes determining if there are any extenuating circumstances and the overall attitude of the chapter FA.
D. Meet with the FA and/or students from current and potential probationary chapters at the regional and/or annual meeting to discuss their status. (The Executive Office will provide you with a final list of probationary chapters at the August board/CAC meeting and will notify those schools early in the fall semester).
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:
McGladrey 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 at the Tuesday lunch 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) by year three:
Year 1 duties:
Year 2 duties:
Year 3 duties:
B. Path 2 will lead to appointment as Director of Faculty Advisors (FAs) 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: