1. Beta Alpha Psi
First General Meeting
September 8th, 2016

2. 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

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

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

5. Fall 2016 Membership Requirements
All applications must be ed 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).
the 1 page essay and candidate quiz to Nick by Monday, September 26th at 5PM
Participate in Candidate Interview by Friday, October 21st.

6. 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

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

8. 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

9. Business Casual Attire Required
Men

10. Business Casual Attire Required
Women

11. 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!!

12. 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

13. 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 update
Business Professional Attire Required

14. 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

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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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!

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

23. 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

24. 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.

25. 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

26. 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

27. 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

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

29. 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

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

31. 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

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

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

34. 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

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

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

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

38. 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

39. 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

40. 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

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

42. Questions? UBBAP.com LIKE us on Facebook Email: