Beta Alpha Psi First General Meeting September 8th, 2016

2016-2017 Executive Board Emily Wheeler President Lexi Weber Vice President of Technicals Nick Ortiz Vice President of Candidates Andrew Sheehan Treasurer Ryan Dunn Reporting Secretary Marley O’Donnell Corresponding Secretary Zhiming Xiao Communications Secretary Prof. Kathy Nesper Faculty Advisor

Why Join BAP? Networking Opportunities Get to know your classmates Regional Meeting and Best Practices Leadership Opportunities Community Service Opportunities VITA Program Diversity

Fall 2016 Membership Requirements 80% Overall Attendance 66% Attendance at Technicals 66% Attendance at General Meetings (3 out of 4) 4.0 Community Service Hours 6.0 Tutoring Hours 100% Required Fundraising Activities (2)

Fall 2016 Membership Requirements All applications must be emailed to Nick Ortiz and the $110 ($50 for sophomores) fee and your unofficial transcripts (in an envelope) are due Friday, September 16th at 5PM in the BAP Office (Jacobs 206G). Email the 1 page essay and candidate quiz to Nick by Monday, September 26th at 5PM Participate in Candidate Interview by Friday, October 21st.

Dues Candidates Members Sophomores $110 (includes initiation fees) Members $50 for undergraduate students, $25 for graduate students Sophomores $50 Due by Monday, September 12th if you want a MTP nametag Must pay by cash or check made out to Beta Alpha Psi

Schedule of Fall Technicals Lumsden & McCormick Monday, Sept. 12 5:30 PM in Talbert 107 Meet the Professionals (Mandatory) Wednesday, Sept. 14 6-9PM at the Center for Tomorrow KPMG Monday, Sept. 19 5:30PM in Talbert 107 Deloitte Information Session Tuesday, Sept. 20 5:00 PM

Schedule of Fall Technicals Andersen Tax Wednesday, Sept. 21 5:30 PM in Talbert 107 PwC Monday, Sept. 24 5:30 PM in Talbert 107 EisnerAmper Wednesday, Sept. 28 5:30 PM in Talbert 107 ALL TECHNICALS ARE BUSINESS CASUAL DRESS

Business Casual Attire Required Men

Business Casual Attire Required Women

Meet the Professionals Tips Meet the Pros is the Biggest Accounting/Finance/MIS Job Fair of the Year – GO TO IT! Actually Make Conversation with Recruiters Don’t drop off your résumé and walk away Prepare Questions Research company, industry, etc. Mandatory!!

Firms Attending MTP - Tentative Andersen Tax KPMG Arbor Commerical Mortgage Lougen, Valenti, Bookbinder & Weintraub Arcara Zucarelli Lenda & Straka CPA Becker Professional Education Lumsden & McCormick LLP Brock, Schechter & Polakoff LLP M&T Bank Corporation Bonadio Group Marks Paneth & Shron LLP Chiampou, Travis, Besaw & Kershner LLP New York State Department of Tax PricewaterhouseCoopers LLP Dansa & D’Arata, LLP Rich Products Defense Audit Contract Agency Schunk, Wilson & Company Deloitte & Touche LLP SurgentKolar CPA Review EFPR Group Szymkowiak & Associates CPAs, PC EisnerAmper LLP Tax Technologies Ernst & Young LLP Tronconi, Segarra & Associates Freed Maxick CPAs WeiserMazars LLP Friedman LLP Wiley CPAexcel Keybank

Helen & Oscar Sufrin Lectureship October 20th 9am – 11:45am Where? Newman Center Breakfast will be served!! Breakfast and Networking begins at 8:30am 2 Bonus Technical Credits! RSVP by October 6th-Link will be sent in weekly email update Business Professional Attire Required

Schedule of Fall General Meetings 1st General Meeting – September 8th 2nd General Meeting – October 10th 3rd General Meeting – November 7th 4th General Meeting – December 5th Meet the Chapter Breakfast= Bonus GM

MGA 201 & 202 Tutoring Requirement 6 hours per semester in ARC (Jacobs 322) Sign up on Google Doc (to be emailed) Monday – Friday, 10am – 2pm May Proctor SoM Exams for credit jhpeckha@buffalo.edu Reach out to Jon Voyzey to be proctor

Competitions PwC Challenge Best Practices Competition Team Forming Session: September 22nd-tentative Kickoff Meeting: October 7th at 4 pm Mission Meeting: October 21st at 4 pm Competition: November 4th from 12-5 pm Best Practices Competition Regional (PA): March 24th-25th Annual (CA): August 8th – 10th Sign in sheet at the end

Community Service – Dates TBD Must Complete 4 Community Service Hours Blood Drive Volunteering at Soup Kitchen Vive La Casa Financial Literacy Program Saturdays of Service

Community Service First Community Service opportunity of the Semester: Linda Yalem Run When? Sunday September 25th 7:30am 4 community service credits Race in it-deadline to sign up: September 21st Or Volunteer on the day of the race

Big 4 Community Service KPMG United for Literacy Program Read to students and donate books Preplanning Meeting- Tuesday, September 13th at 9 am 4 community service credits

Fundraising 50/50 Raffle Restaurant Fundraiser (Tully’s) Tickets will be handed out at the 2nd general meeting Tickets will be due at the 3rd general meeting Winners will be drawn Restaurant Fundraiser (Tully’s) LinkedIn Headshots BAY

Social Events Bulls Tailgate and Football Game UBAA vs. Beta Dodgeball September 24th UBAA vs. Beta Dodgeball Canada Trip with UBAA Tentative: October 8th-9th More to come!

Committees! 13 Total Committees Roughly One Meeting Per Semester Join As Many As You Want

Alumni Committee Chair: E-Board Liaison: Lucy Zhang E-Board Liaison: Ryan Dunn Schedules Events with Alumni Chapter-Lou Galarza here to speak on it! Obtains Contact Info for Graduating Members Keeps in Contact with Alumni Advisory Council

Banquet Committee Chairs: E-Board Liaison: Brian Koch Jennifer Wu E-Board Liaison: Nick Ortiz Plans Initiation, Diversity & Accounting Awards Banquets Works with Professor Nesper for Venue, Food, etc.

Community Service Committee Chairs: E-Board Liaison: Myriah Ruiz Charles Dong E-Board Liaison: Zhiming Xiao Coordinates Community Service Events Takes Attendance at those Events

Disclosure Committee Chair: E-Board Liaison: Could be you! E-Board Liaison: Ryan Dunn Writes Articles & Designs Layouts for Disclosure Newsletters Distributed at Initiation & Accounting Awards Banquets

Diversity Committee Chairs: E-Board Liaison: Suha Kim Gyo Jun Hwang E-Board Liaison: Zhiming Xiao Promotes Diversity Amongst the Chapter Plans & Organizes the Diversity Workshop & Banquet

Fundraising Committee Chair: E-Board Liaison: Could be you! E-Board Liaison: Lexi Weber Coordinates Fundraising Activities Contacts Restaurants to Schedule Fundraisers

Go for the Gold Committee Chairs: E-Board Liaison: Could be you! E-Board Liaison: Emily Wheeler Ensures Pictures Are Taken at Club Events Directs and Assembles Video for KPMG Gold Chapter Award

Merchandise Committee Chair: E-Board Liaison: Gavin Evancho E-Board Liaison: Marley O’Donnell Finds Vendors & Designs Merchandise Creates Merchandise Order Form

Regionals Committee Chairs: E-Board Liaison: Wei Jia Wang E-Board Liaison: Andrew Sheehan Plan for our next regional meeting In charge of Best Practices teams

Social Committee Chair: E-Board Liaison: Plan social events Could be you! E-Board Liaison: Marley O’Donnell Plan social events

Student-Faculty Committee Chair: E-Board Liaison: Jon Peckham E-Board Liaison: Lexi Weber Sets up Proctoring for School of Management

Volunteer Income Tax Assistance (VITA) Committee Chairs: Maggie Chui Steven Rieders Zhiming Xiao Dianna Kang Maharshi Dave Tom Park E-Board Liaison: Emily Wheeler Runs and Organizing VITA Program

Website Committee Chair: E-Board Liaison: Suji Choi E-Board Liaison: Andrew Sheehan Updates the website, Twitter, & Facebook

Financial Literacy Committee Chairs: E-Board Liaison: Niki Chan E-Board Liaison: Nick Ortiz Plan financial literacy presentations at school and in the community

We Need Many People On: Alumni Banquet Diversity Financial Literacy Social VITA

Résumé Critique During your candidate interview! Feel free to bring your resume in for us to give you some quick tips Critiques Provided by E-board

Congrats to All Members! Gold Chapter Award EY Inclusive Leadership Award Ethics Award VITA More Than 500 Returns VITA Volunteerism VITA Alternative Filing Program Member of our chapter was on the first place team for Project Run With It

Reminders Membership Dues and Application due September 16th DUE BY SEPTEMBER 12TH FOR MEET THE PROFESSIONALS NAMETAG Candidate Quiz and Essay Due by September 26th Schedule Interview before October 21st Sign Up for Tutoring

Initiation! We have two new members that completed their candidacy last Spring! Lucy Zhang Kevin McGrath Congratulations!!!

Questions? UBBAP.com LIKE us on Facebook Email: eawheele@buffalo.edu bapcandidates@buffalo.edu bap.corsec@gmail.com