Annual Report 2010

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Annual Report 2010
Ethics, Integrity & Independence of Mind
Beta Alpha Psi
2010 Annual Report
Mission Statement
Beta Alpha Psi is a nonprofit international honorary
and service organization for accounting, finance
and information systems students at AACSB- or
EQUIS-accredited universities. Beta Alpha Psi
provides opportunities for development of technical
and professional skills to complement university
education; participation in community service;
and interaction among students, faculty and
professionals.
Article I – Mission Statement
Bylaws of Beta Alpha Psi
The Associates
Through the advice and assistance of the International Advisory Forum, Beta Alpha Psi instituted the Associates
Program in 1981. The Associates Program enables Beta Alpha Psi to further its objectives by providing financial
support for events such as regional meetings and other ongoing chapter activities.
Each member of the Associates Program provides financial support at a level consistent with the organization’s
involvement in business education and employment of accounting, finance and information-systems graduates.
Members of the Beta Alpha Psi Associates are given equal recognition for each event or project supported by
the Associates’ funds.
International Associates for 2009-2010
The International Affiliates:
• AGN International North America Inc.
American Accounting Association
• American Institute of CPAs (AICPA)
American Society of Women Accountants
• Association of Chartered Certified Accountants
American Woman’s Society of Certified Public Accountants
• BDO Seidman, LLP
The Association of Government Accountants
• Becker Professional Education
Association of Information Systems
• Bisk Education
The Institute of Internal Auditors
• Chevron Corporation
Institute of Management Accountants
• CPAexcel Exam-- Review
National Association for State Boards of Accountancy
• Deloitte.
• Ernst & Young LLP
The Regional Associates:
• Fifth Third Bank
• Grant Thornton LLP
• The California Society
of Certified Public Accountants
• Internal Revenue Service
• Illinois CPA Society
• Kaplan Schweser
• Indiana CPA Society
• KPMG LLP
• Kentucky Society of CPAs
• McGladrey
• Pennsylvania Institute of CPAs
• Moss Adams LLP
• New York State Society of CPAs
• Office of the Comptroller of the Currency
• Texas Society of CPAs
• PricewaterhouseCoopers LLP
• Virginia Society of CPAs
• Protiviti
• Washington Society of CPAs
Table of Contents
President’s Letter
2–3
Board of Directors
4–6
Chapter Advocates7
International Advisory Forum
Business Information Professional of the Year Awards
Regional Meetings
12
2011 Regional Meeting Schedule
12
Regional Best Practices 2010
13
International Scholars
Oceania Meeting
19
Outstanding Faculty Advisors
20
2010 Annual Report
8–9
10 – 11
14 – 18
In Memory....21
Outstanding Chapter Awards and Chapter Information
22 – 31
New Chapter Installations
32
2009 Annual Meeting Winners
33
Nancy C. Harke Executive Office
Financial Statements
Past Presidents
34 — 35
36 – 43
44
1
President’s Letter
Beta Alpha Psi (BAP) is about the students and their role in creating the future of the information
profession. The BAP leadership believes that choosing one of the information professions is more than
choosing a job description or career. As information professionals, we make commitments to those we
serve that go beyond serving our solely personal career goals.
The competence required of a professional, when
and other qualified academic programs in Australia and
combined with a strong ethical foundation, the integrity
New Zealand in April of this year.
to live by that ethical commitment, and the independence
of mind to stand against the easy answers when the
tough answer is the right answer, creates a bond of trust
between those in the information professions and those
they serve. Without this bond of individual and corporate
trust, we cannot serve the public interest and would not
deserve to be considered members of an honorable
profession.
Through its programs and activities BAP not only seeks
to enhance our members’ competencies and skills, but
also seeks to instill in them an ethic that will help them
forces were created to address BAP’s most immediate
strategic concerns: Mission and Chapter Incentives;
Revenue Enhancement and Expenditure Control;
International Expansion; and, Communication with
Stakeholders. The task force issues clearly are interrelated.
The Board has rejected the “hunker down” and “go slow”
options and is focused on bringing BAP into the 21st
century on each of the Strategic Task Force initiatives.
Member Activity
navigate the complexities of the working world as they
Our chapters have been very active this year as evidenced
cross the bridge from academe to practice.
by program participation in: Regional and Annual
Strategic Growth
meetings at record levels; reaching Distinguished and
Superior Chapter Status (sponsored by KPMG); and,
Perhaps the most immediate evidence of this success
competing for many of the awards available to the
is the continued growth of BAP. This past year we have
chapters. At the Annual Meeting our members will
inducted five new active chapters and received five
compete in the Best Practices (sponsored by Deloitte) and
petitions for future active chapter status. This year, 8,700
Project-Run-with-It (sponsored by Moss Adams). Awards
new student members have been inducted. Some of
will be given to the winning chapters who submitted
these chapters and students are outside the United States.
videos for the Gold Challenge competition (sponsored by
In recent years, BAP committed to extend its reach on
the international stage recognizing the global nature of
our profession. I visited Australia and New Zealand last
year following up on past Presidential visits. Auckland
University in New Zealand became an active chapter
this year, joining the University of Sydney in Australia.
2
In keeping with the Board’s strategic focus, four new task
KPMG). Everyone attending the Annual Meeting in San
Jose will have the opportunity to once again participate in
the unique Community Service Day activity (sponsored by
KPMG). Each of the competitions and activities contribute
to our members’ development as individuals and future
professionals.
In addition, we have received three new petitions in the
Individual excellence is also recognized with a variety
Oceania region. Pearl Rozenberg, the founding Faculty
of awards presented at the Annual Meeting, the:
Advisor of the University of Sydney chapter now serves
Outstanding Business Information Professional Awards
on the BAP Board in charge of the Global Initiative. Pearl
with representatives from industry, academia and not-
organized a successful meeting of the active, petitioning
for profits; Medal of Inspiration Award (sponsored by
B ETA ALP HA P S I
President’s Letter
the AICPA), recognizing an individual who beat
Unfortunately, there is simply not the room or time
the odds in overcoming adversity; The Internal
to thank the large number of Faculty Advisors that
Revenue Service sponsors VITA and will again award
support the Chapters and student members. There is
outstanding VITA volunteer chapters; Diversity
no question that these individuals are key elements
Award (sponsored by Ernst & Young) focused on
in a chapter driven organization like our own.
increasing diversity in the information professions;
Representative faculty advisors are recognized by
Outstanding Faculty Advisors Award (sponsored
our Outstanding Faculty Advisors Award (sponsored
by McGladrey.) recognizing the essential services
by McGladrey). At the Annual Meeting, a Faculty
performed by faculty for the students of BAP; and
Advisors Reception (sponsored by Grant Thornton
finally, the President’s Award given by each President
LLP) is held each year in recognition of their service
to a person who rose to a challenge beyond the
to BAP.
norm, in an organization of people who operate
beyond the norm for BAP.
Finances and the BAP Business Model
You will find the annual financial statements in this
I want to take this opportunity to thank my two
Annual Conference Co-Chairs: Professor Audrey
Gramling, Kennesaw State University; and, Professor
Mark Taylor, Case Western Reserve University.
Report. Our Board and Executive Office have done
Finally, I want to thank all of the students from our
an excellent job in keeping BAP in sound financial
Host Chapters for each of the Regional and the
condition during difficult times. BAP is in sound
Annual meetings for their hard work and support.
financial shape in the short-run, i.e. we have a strong
cash balance. However, the Board recognizes the
need for BAP to rise to the challenge of changing
times and has, as noted, created four strategic Task
Forces to help position BAP for the future. The
Executive Office and Board will be keeping you
posted on all of these developments through our
BAP is an exceptional organization made up of
equally exceptional people throughout and without
exception. It has been an honor to serve with them
during the last two years and will continue to be an
honor to be among them and you next year.
Keep up the good work.
new and revised website and upcoming newsletter.
Appreciation
I want to thank the Executive Office staff, the Board
and Forum members and the Chapter Advocates
that I had the pleasure to work with this year. They
Andy Bailey
have volunteered their time selflessly and I deeply
2009 – 2010 Beta Alpha Psi International President
appreciative of all their efforts in helping to make this
year a success for BAP.
2010 Annual Report
3
Board of Directors
The BAP Board of Directors
The President-elect serves a oneyear term, then ascends to the
presidency in the following year and
serves a final year on the board as
Past President. During the 20092010 year, the President represents
a financial-information firm and the
Past President and President-elect
represent education.
The Directors of Administration and
Development, the Director of Global
Activities, two Chapter Advocates,
and a College of Business Dean all
serve three-year terms and represent
the area of education.
The Chair of the Advisory Forum
serves a one- or two-year term
of the board. This person has
significant responsibility in their
position in industry, professional
services or government, and brings
a valuable perspective to the board.
Two Alumni Representatives also
serve on the board, one is elected
each year to serve a two-year
term. As recent graduates of Beta
Alpha Psi chapters, the Alumni
Representatives bring a student
perspective to the board.
President: Andrew D. Bailey Jr.
2008-2011
Dr. Andrew D. Bailey Jr. was appointed Senior Policy Advisor to
the Grant Thornton LLP National Public Policy and Strategy Group in
September 2006 and to the Human Resource Group in 2008. Bailey
spent a long and distinguished career in academia, holding several named
professorships and a number of visiting professorships abroad culminating
with his appointment upon retirement in 2002, as a Professor Emeritus of
Accountancy at the University of Illinois at Urbana-Champaign. Bailey was
the Deputy Chief Accountant (Professional Practice) at the United States
Securities and Exchange Commission from January 2004 to December
Andrew Bailey
2005. He was the Ernst & Young Distinguished Professor of Accountancy
and Head of the Department of Accountancy, University of Illinois, from
Autumn 1994 to Summer 1997. He also held the position of Director of the Zimmerman Center for International
Education and Research in Accounting (CIERA) and Editor of the Center’s journal, The International Journal of
Accounting (TIJA). Earlier, he was the Deloitte & Touche Professor of Accounting and Head of the Department of
Accounting at The University of Arizona. He has also been a faculty member at the universities of Maine, Minnesota
(Department Chair), Iowa, Purdue and The Ohio State University (Arthur Young Professor of Accounting). He has
been a Visiting Professor at the University of Queensland in Australia, The Otago University in New Zealand, The
Norwegian Graduate School of Management in Oslo, Norway, and Groupe Ècole Superieure de Commerce de Paris
(ESCP) in Paris, France. Bailey earned two degrees at the University of Minnesota, B.S.B. and M.S. in accounting, before
earning his Ph.D. in accounting at The Ohio State University in 1971. Formerly with Touche Ross & Co., he is a CPA,
CIA, CMA and CFE. He is a Past President of the American Accounting Association and Past Chairman of the Auditing
section of the AAA. He has served as Co-editor of Auditing: A Journal of Practice & Theory, Associate Editor of The
Accounting Review and The Journal of Information Systems and has served on numerous academic journal review
boards. He is a member of the Rho Chapter of Beta Alpha Psi and was the national Beta Alpha Psi Accountant of the
Year (Educator), 1996, and has been named among the top 100 most influential people in accounting. •
President-Elect: Teresa Conover
2009-2012
Dr. Teresa Conover’s educational background includes a B.S. from the
University of California at Davis, an M.B.A. from Oregon State University and a
Ph.D. from Texas A&M University. She is a CPA, licensed in the State of Texas.
She currently holds the Paden Neeley Professorship for Excellence in Teaching
at the University of North Texas and is the Program Chair for the International
Association of Accounting Educators and Researchers - World Congress of
Accounting Educators and Researchers.
In addition, a representative of the
AICPA serves on the board.
The board typically meets two times
in person and by conference call
as needed to plan overall activities
and provide general guidance for
chapters to follow.
The staff at the Nancy C. Harke
Executive Office are available for
consultation on day-to-day
chapter operations.
Teresa Conover
She has had the honor of serving as a faculty in residence for Ernst &
Young International in the London office and as a Visiting Scholar at the
London School of Economics.
She is a member of many professional organizations including the American Accounting Association, the International
Association for Accounting Education and Research, Beta Gamma Sigma, and Beta Alpha Psi. She served as the
President of the American Accounting Association International Accounting Section for the 2000-2001 year. She
recently completed three years of service on the Beta Alpha Psi International Board of Directors as the Director of
Administration and Development.
She specializes in teaching financial and international accounting and has taught accounting since 1985. She has taught
at the undergraduate, masters and doctoral levels. She has received eight teaching awards.
Her research interests concentrate on financial and international accounting. She has published numerous articles in
national and international accounting and business journals including The International Journal of Accounting, Issues in
Accounting Education, and The Journal of Business Finance and Accounting.
Conover and her husband Jim are recent empty-nesters with one daughter at the University of Texas at Austin and one
at the University of Rhode Island. •
4
2010 Annual Report
B ETA ALP HA P S I
4
Board of Directors
Past President: Nancy Nichols
2007-2010
Dr. Nancy B. Nichols is the Journal of Accounting Education Research
Professor at James Madison University. She also serves as the Director
of the masters in accounting program. Nancy began her academic
career at JMU in 1997 after receiving her Ph.D. from the University
of North Texas. Before obtaining her Ph.D., she was a tax partner at
Deloitte. Nancy teaches graduate courses in taxation. Nichols’ research
interests primarily are in the areas of taxation and segment reporting.
She has published numerous articles in such journals as the Journal
of the American Taxation Association, Journal of Legal Tax Research,
Nancy Nichols
Accounting Horizons, Journal of International Accounting Research,
Journal of International Accounting, Auditing and Taxation, Issues
in Accounting Education, Journal of Accountancy and Tax Notes. Nichols is an active member of the
American Taxation Association, currently serving on the Board of Trustees. She previously served on the
Beta Alpha Psi Board as Director of Chapter Activities from 2003-06 and was Chapter Advisor for the JMU
Chapter from 1998-2003. Nichols is married with two children.•
President Elect: Dr. Mary S. Stone
2010-2013
Mary Stone joined the University faculty in 1981 as an assistant professor in the
Culverhouse School of Accountancy. She was promoted to associate professor
in 1984, awarded the rank of full professor in 1990, named Hugh Culverhouse
Endowed Chair of Accountancy in 2002, and appointed Director of the
Culverhouse School of Accountancy in 2004. Mary is a former member of the
Financial Accounting Standards Advisory Council and the Accounting Standards
Executive Committee of the American Institute of Certified Public Accountants
and Past President of the American Accounting Association, and a Florida CPA.
Dr. Mary S. Stone,
EDUCATION: Ph.D. University of Illinois, Urbana-Champaign; BS and MS
Central Florida University
RECOGNITION: American Accounting Association Outstanding Accounting Educator (2007), Beta Alpha
Psi Business Information Professional of the Year – Education (2006), Co-winner AAA/McGraw-Hill Accounting
Horizons Best Paper Award (2006), Alabama Society of Certified Public Accountants Outstanding Educator
(2001-2002), The University of Alabama National Alumni Association Outstanding Commitment to Teaching Award
(1999), Ernst & Young Professor of Accounting (1993-2002), C&BA Outstanding Researcher Award (1988), Arthur
Andersen & Co. Research Scholar (1989), Peat Marwick Main Research Scholar (1988), and Van Pelt Award for
Outstanding Contribution to Accounting Literature (1984, 1983).
PUBLICATIONS: The Accounting Review, Journal of Accounting & Economics, Horizons, Journal of
Accounting Research, Issues in Accounting Education, Journal of Accounting and Public Policy, Review of
Quantitative Finance and Accounting, Journal of Business, Finance & Accounting, Journal of Accounting
Literature, and Accounting Historians Journal.
SERVICE: Chair, FSA/AAA Valuation Subcommittee; Chair, AICPA Precertification Education Executive Committee;
Board of Directors of FSA; Member FEI, AICPA, ASCPA, and AAA. •
2010 Annual Report
5
2009-2010 Board of Directors
Annie Boudreau
Mark Higgins
Sharon Lightner
Brian McGuire
Suzanne McCaffrey
Lu Montondon
Patricia Poli
Dennis R. Reigle
Pearl Rozenberg
Blane Ruschak
Brad Schultz
Heather Collins
Shawn Harter
Andy Kaestle
Grant Thornton LLP
Alumni Representative
University of Mississippi
Chapter Advocate - Southeast Region
University of Sydney – Australia
Director of Global Activities
Fifth Third Bank
Incoming Advisory Forum Chair
6
University of Rhode Island
Dean
Texas State University – San Marcos
Chapter Advocate - Southwest Region
KPMG LLP
Advisory Forum Chair
San Diego State University
Chapter Advocate - Western/Northwest Regions
Fairfield University
Chapter Advocate -Atlantic Coast Region
Ernst & Young, LLP
Alumni Representative
University of Southern Indiana
Director of Administration & Development
American Institute of CPAs (AICPA)
AICPA Liaison
American Institute of CPAs (AICPA)
Incoming AICPA Liaison
Ernst & Young LLP
Incoming Alumni Representative
B ETA ALP HA P S I
2010 Board of Directors
Chapter Advocates
Dori Danko
Scott Hobson
Chapter Advocate - Midwest Region
Chapter Advocate - Rocky Mtn./Missouri Valley Regions
Molly Brown
Treba Marsh
Incoming Chapter Advocate - Atlantic Coast Region
Incoming Chapter Advocate - Southwest Region
Grand Valley State University
James Madison University
2010 Annual Report
Brigham Young University
Stephen F. Austin State University
7
International Advisory Forum
In 1974, Beta Alpha Psi
organized the International
Advisory Forum. The Forum
consists of leaders from industry,
professional-service firms
and government.
The Forum members who are
practicing professionals, provide
input designated to enhance
Beta Alpha Psi’s position as
a dynamic, scholastic, and
professional business financial
information organization. The
service and advice of these
individuals is invaluable to
Beta Alpha Psi.
On behalf of Beta Alpha Psi,
the board of directors expresses
appreciation for the numerous
services and hours that the
Advisory Forum members have
contributed during 2009-2010.
In addition to their financial
support, Forum members
participated in annual and
regional meetings and made
themselves available for
chapter meetings.
Blane Ruschak
2007-2010
Blane Ruschak attended Rutgers University in New Jersey and
graduated with a B.S. in economics in 1980. He subsequently
attended the University of Hawaii at Manoa where he received
a master’s in accounting degree in 1982. After graduation, he
began his career in the audit department of the KPMG Honolulu
office where he serviced clients in the health care, non-profit, real
estate, agribusiness and hospitality industries. From 1988-1989, he
participated in a two-year rotational program in KPMG’s national
Blane Ruschak
KPMG LLP
training center in Montvale, N.J., where he was responsible for
Advisory Forum Chair
the development and instruction of numerous KPMG assurance
courses. Upon his return to the Honolulu office, Ruschak assumed
the responsibility of Primary Recruiter for the office in addition to
servicing his assurance clients in the hospital and hospitality industries. In 1994, Ruschak transferred to
the KPMG Long Beach office to assist with the Southern California Health care assurance and consulting
practice. In 1997, Ruschak transferred to the Los Angeles office where he assumed the Director of
College Recruiting position for the Pacific Southwest area and he was responsible for the hiring of all
entry-level assurance and tax-department personnel. In 2000, Ruschak assumed the role of National
Director of Campus Recruiting as part of the KPMG National Recruiting team in Montvale, N.J. In 2008,
Ruschak assumed the role of Executive Director for Campus Recruiting and University Relations.
His current role includes serving as the KPMG member and Chairman on the Beta Alpha Psi Advisory
Forum, serving on the Board of the Federation of Schools of Accountancy (FSA), serving as a member of the
Association of Campus Recruiting Executives, serving on the Board of the Education Foundation for Women
in Accounting, serving on the AICPA Pre-certification Executive Education Committee (PcEEC) and formerly
served on the Accounting Program Leadership Group (APLG) board of directors. He resides in Charleston,
S.C., and works out of the Montvale national office as part of the national human-resource team. •
Shawn Harter
2010-2011
Shawn Harter
Fifth Third Bank
Advisory Forum Chair Elect
8
Since 2007, Shawn Harter has served as Vice President and Director
of Recruiting for Fifth Third Bancorp, located in Cincinnati, OH.
He joined Fifth Third in 2005 as Director of Recruiting Operations.
Shawn’s prior roles include three years as National Director of
Recruiting for RSM McGladrey, Inc. and McGladrey and Pullen, LLP,
based in Bloomington, MN. He joined the firm in August 2002 and
was responsible for all college relations and recruitment efforts, which
included college graduates and experienced professionals. Shawn
began his career with Arthur Andersen and worked with the company
for nearly 12 years in various positions including audit, operations and
director of all North American university recruiting. •
B ETA ALP HA P S I
International Advisory Forum
Alfonzo Alexander
Ken Bansemer
Muir Brown
Mark Bruno
Head of Strategic Business Unit –
Americas and Caribbean
Market Sourcing Leader
Buffalo, NY
Shannon Dickerson
Mike Duffy
Gary Grimstad
CPAexcel Exam Review
Vice President
San Diego, CA
Moss Adams LLP
Partner
Seattle, WA
Rita Hood
Veronica Johnson
The Institute of Internal Auditors
Director of Academic Relations
Altamore Springs, FL
Laura Mills-Lewis
AGN International North America, Inc.
Executive Director
Denver, CO
Alexandra Miller
Scott Moore
Belverd E. Needles, Jr.
American Institute of CPAs
Sr. Manager, College & University Initiatives
Durham, NC
American Accounting Association
Vice President of Education
Winnetka, IL
Bridget O’Malley
American Woman’s Society of CPAs
National President
Tucson, AZ
Tom Rogowski
Bonnie Russell
Jodi Ryan
Valerie Wendt
Peter Aliferis
Association of GovernmentAccountants
Deputy Executive Director Operations &
McGladrey
Sharon Clemena
Barbara Covington
Nina Guthrie
Sandi Guy
Grant Thornton, LLP
Director of University Recruiting
Dallas, TX
BDO Seidman
Partner, Human Capital
Charlotte, NC
Scott McQuillan
Denise Probert
NASBA
Vice President of Development –
Nashville,TN
Chevron Corporation
Manager Finance Development Program
San Ramon, CA
Deloitte & Touche LLP
National Campus Recruiting Leader
Chicago, IL
Kaplan Schweser
Vice President of CPA Education
La Crosse, WI
Director of Professional Certification –
Alexandria, VA
American Society of Women Accountants
National President
Mary Esther, FL
Becker Professional
Review Program Director
Oakbrook, IL
2010 Annual Report
National Director of Recruiting
Charlotte, NC
Internal Revenue Service
IRS Agent
Wheaton, MD
The Office of the Comptroller of
the Currency
Washington, DC
Association of Chartered
Certified Accountants
Institute of Management Accountants
Director, Alliances & Student/Academic Communities
Montvale, NJ
PricewaterhouseCoopers (PwC)
Ernst & Young LLP
Faculty Relations Consultant
Secaucus, NJ
Proviti
Senior Consultant
Chicago, IL
Bisk Education, Inc.
Product Development Manager
Tampa, FL
9
Business Information Professional of the Year
Beta Alpha Psi recognizes
individuals who make significant
contributions to the business
-information professions. From
1974 through 1999, this was
achieved by recognizing them
as Accountants of the Year.
Beginning with the 2000 awards,
these individuals have been
honored and recognized as a
Business Information Professional
of the Year. Each chapter, the
board of directors and the
International Advisory Forum are
invited to nominate candidates
from the fields of education,
industry or government,
and professional services.
Nominees are individuals
who have affected a large
number of lives; contributed
both locally and nationally
to the profession; added to
knowledge as demonstrated
through publications, lectures
or presentations; and are active
in the profession at the time of
nomination. For 2010, Beta Alpha
Psi is proud to announce the
selection of the following people
for the Business Information
Professional of the Year awards.
Lawrence Alleva currently is the Southeast U.S. Regional
Managing Partner for Technology and Communications
in the national office of PricewaterhouseCoopers LLP after
having progressed through the firm from staff auditor, to
Managing Partner of the Syracuse office, to Managing Partner
of the Upstate New York region. When he was promoted to
this position, he immersed himself in learning, participated
in professional associations, and worked hard to develop
expertise. He became an expert in IPOs and venture capital
and has written several PwC articles on the topics. Since then,
he also has “raised his hand” to become the firm’s U.S. Leader
– Ethics and Compliance (Assurance). Alleva defined the new
Lawrence Alleva
leadership role by developing firm procedures, policies and
Professional Service
requirements. He now leads PwC’s response to the PCAOB
Inspection Report and the firm’s international audit quality, while devoting significant attention to a variety
of professional and business ethics matters.
At Ithaca College, Alleva demonstrates an exemplary commitment. He is Vice Chair of the Ithaca College
Board of Trustees, Chairman of the largest-ever (and successful) comprehensive capital campaign on it’s
campus, and Co-Chair of the School of Business Building Campaign Committee that resulted in generating
private donations to fund the new School of Business building (the first building on campus built with
private contributions and the first business school facility in the world receiving the LEED Platinum
Award for meeting the highest level of sustainability). Early in his career at PwC, Alleva established the
PricewaterhouseCoopers Scholarship at Ithaca College. Through his ongoing annual solicitations of current
Ithaca College alumni at PwC, the scholarship has become one of their largest endowed scholarship for
accounting majors.
Over the past 30 years, whenever asked, Alleva has returned to campus to speak. He has been an invited
speaker at numerous Ithaca College Accounting Association programs, and was its first Outstanding
Accounting Alumni award recipient in 1993 (he was also the founding president of the Association when
he was a student). He was the Distinguished Alumni Speaker for the School of Business on ethics in
accounting and business, and then on the state of IPOs, corporate governance, and the profession after
Enron. He was the keynote speaker at one of the first School of Business Honors Banquets, providing a
great Top 10 list of attributes for success. In April 2009, Alleva was the speaker at the annual Beta Alpha
Psi Induction Banquet.
At the same time, Mr. Alleva balances his intense professional life with other personal interests. For
example, he demonstrates a long-standing commitment to other community and higher educational
organizations, such as the National Council of Boy Scouts and George Mason University boards, and he
and his wife recently climbed Mount Everest.
Alleva was nominated by the Mu Alpha Chapter at Ithaca College. •
10
B ETA ALP HA P S I
Business Information Professional of the Year
Ted Vacek has spent the last 10 years at Intel (high-tech industry) managing various
assignments including Mergers and Acquisition (M&A) Integrations, Fixed Asset
Accounting, and Sarbanes Oxley (SOX) design and implementation. He currently is part
of a team working on the design and implementation of IFRS at Intel.
Ted was instrumental in implementing the extensive accounting changes (IASB/FASB)
convergence projects, proposed SEC conversion to IFRS, and the global implementation
of IFRS. His current challenge is trying to design an appropriate plan of today’s actions
given the levels of uncertainty and extensive interrelationships between the proposed
rule changes. Part of the reward of this assignment is getting to be on the “front end” of
some of the biggest changes ever made to U.S. accounting rules.
Ted Vacek
Industry & Government
Prior to Intel, Ted was with Atlantic Richfield Company (oil and gas industry) for 15 years.
His assignments included Exploration Accounting, Planning and Evaluation, Internal
Audit, International Accounting, Marketing and Business Development.
Ted has been involved with the Beta chapter at the University of Oregon for the past three years. At meetings he has showed an
enthusiasm and depth of acounting knowledge that made everyone in the room learn and enjoy each of the discussions. It’s rare for
someone from industry to give a presentation that is both rich in diversity, yet simple to understand. While Ted graduated from the
University of Texas at Austin, he seems to be a Duck at heart.
Ted resides in the Northwest with his wife and three children.
Vacek was nominated by the Beta Chapter at the University of Oregon. •
Kevin D. Stocks is an accounting professor in the Marriott School at Brigham Young University.
He currently holds the KPMG Professorship and serves as the Director of the School of
Accountancy, a position he has held for the last seven years.
Kevin did his undergraduate and Master’s work at BYU. He earned his Ph.D. at Oklahoma State
University. He was on the accounting faculty at Oklahoma State before returning to BYU in 1983.
Kevin teaches in the cost/managerial accounting area. He has taught classes at all levels and in
both the accounting and MBA programs.
He has work published in Issues In Accounting Education, Journal of Accounting Education,
Advances in Accounting Education, Journal of Accountancy, Internal Auditor, Health Care
Kevin Stocks
Financial Management, and Journal of Information Systems and has authored two books.
Education
Kevin has conducted funded research for the AICPA, AAA, IMA and currently is involved in an
IAAER/ACCA research grant studying international ethics education.
Kevin has held numerous administrative positions within BYU and in professional organizations. He has served as President of the
Federation of Schools of Accountancy and as President of the Teaching and Curriculum Section and of the Accounting Programs
Leadership Group of the American Accounting Association (AAA). He served as Vice President Education of the AAA and on numerous
AICPA committees, including the Pre-Certification Education Executive Committee and the Management Advisory Services Committee.
This August he assumes responsibility as the President of the American Accounting Association.
As a student at BYU, Kevin was active in the Gamma Alpha Chapter of Beta Alpha Psi, serving as the chapter treasurer. Upon returning to
BYU as a faculty member, Kevin served for a time as the faculty advisor. He also has served as a member of the national Beta Alpha Psi
Advisory Forum.
Kevin and his wife Donna are the proud parents of five children and three beautiful grandchildren.
Stocks was nominated by the Gamma Alpha Chapter at Brigham Young University. •
2010 Annual Report
11
Regional Meetings
Region Student StudentChapters
Participants PresentationsRepresented
Atlantic Coast
260
33
35
Midwest
302
30
41
Missouri Valley
173
24
23
87
14
12
Southeast
246
30
49
Southwest
177
23
30
Western
141
20
25
Northwest
160
20
13
Rocky Mountain
Regional Meeting
Objectives for Regional Meetings
Regional meetings focus on 1)
promoting inter-chapter activities;
2) encouraging student interest in
emerging business issues; 3) providing
students the opportunity to develop
communication skills, both written
and oral; 4) providing members with
the opportunity to exchange ideas
concerning chapter operations and
activities in both formal and informal
settings; 5) providing the opportunity
for general-leadership training for
officers and members; and 6) fostering
innovative and unique activities to
promote and share best practices.
The year’s regional meetings were
attended by more than 1,540 students
representing 228 chapters. The
Nancy C. Harke Executive Office
funded more than $171,000 for eight
regional meetings. Each of the regional
meetings was supported by members
of the International Advisory Forum
and attended by at least two board
members and the respective
Chapter Advocate.
12
*Members of the Board extend the appreciation to each student, faculty advisor and professional who
contributed to the success of these programs. A special thanks to the Faculty Advisors and students
who hosted the regional meetings.
Regional Meeting
2011 Regional Meeting Schedule
Southeast
February 25 – 26, 2011
Charlotte, NC
Western
February 25 – 26, 2011
Anaheim, CA
Southwest
March 4 – 5, 2011
Dallas, TX
Atlantic Coast
March 18 – 19, 2011
Providence, RI
Midwest
April 1 – 2, 2011
Indianapolis, IN
Rocky Mountain
March 25 – 26, 2011
Salt Lake City, UT
Missouri Valley
April 8 – 9, 2011
Lincoln, NE
Northwest
April 15 – 16, 2011
Portland, OR
Oceania April 14 – 15, 2011 Auckland, NZ
B ETA ALP HA P S I
Regional Best Practices 2010
Service Learning
Region
University
Chapter Name Chapter #
Southeast
The University of Tampa
Lambda Beta
255
Southwest
Stephen F. Austin State University
Epsilon Mu
127
Pace University
Iota Lambda
218
University of Denver
Alpha Zeta
29
Midwest
University of Minnesota
Rho
17
Missouri Valley
Missouri State University
Theta Pi
200
Boise State University
Zeta Psi
161
Atlantic Coast
Rocky Mountain
Northwest
Ethics & Integrity in Business
Region
University
Chapter Name Chapter #
Western
San Diego State University Beta Eta
53
Southeast Mississippi State University Beta Kappa
56
Southwest
University of Tulsa
Eta Rho 178
Midwest
Bradley University
Zeta Lambda 149
Atlantic Coast
Pace University
Iota Lambda
218
Missouri Valley
Missouri State University
Theta Pi
200
Northwest
University of Washington Delta 4
Chapter Stainability
Region
Western
University
Chapter Name Chapter #
California State University, Northridge Epsilon Chi
137
Southeast
The University of Tampa
Lambda Beta
255
Southwest
University of Arkansas
Alpha Iota
32
University of Denver
Alpha Zeta 29
Youngstown State University
Kappa Xi
244
Pace University
Iota Lambda
218
Delta Omicron
107
Delta
4
Rocky Mountain Midwest
Atlantic Coast
Missouri Valley University of Nebraska at Lincoln
Northwest
University of Washington
2010 Annual Report
Deloitte has been the proud sponsor
of the Best Practices program at both
the regional and national meetings
since 2001. Its sponsorship is intended
to encourage students to develop
and execute programs that promote
awareness and student involvement in
projects that exemplify values shared
by Beta Alpha Psi and Deloitte. These
values are captured and promoted
through the topics selected each
year by the President-elect and the
Deloitte Forum Member. These topics
involve such areas as ethics, corporate
responsibility, diversity, increasing
awareness of the accounting profession,
skills-based volunteerism and
globalization.
All chapters are encouraged to share
their Best Practices through a two-step
competitive process. Initially chapters
will submit an abstract and, if found
eligible, make a presentation at their
respective Regional Meeting; winning
chapters (first, second and third place)
will: 1) receive verbal recognition and
monetary awards and, 2) first-place
chapters will earn the right to give their
presentations at BAP’s annual meeting.
Winning chapters at the annual
meeting will be awarded a plaque,
verbal recognition and additional
monetary awards.
For 2010, to the left is the list of
chapters that won first place at the
2010 Regional Meetings and will be
eligible to participate at the 2010 Annual
Meeting in San Jose, CA.
13
International Scholars
In an effort to promote and
recognize scholarship, Beta
Alpha Psi initiated a program to
acknowledge selected students
as Beta Alpha Psi
International Scholars.
• Regional Meeting Scholar (RM)
Regional Meeting Presentation
• Annual Meeting Scholar (AM)
Annual Meeting Presentation
• Best Practices Scholar
(BP/AM) Best Practices
Presentation at Annual Meeting
• Best Practices Scholar (BP/RM)
Best Practices Presentation at
Regional Meeting
• Project Run With It (PRWI)
Presentation at the
2009 Annual Meeting
Brooklyn, NY
Selection of individuals to be
designated as scholars occurred
as part of the evaluation process
for each event. Those selected
as Scholars have participated
with a high level of scholarly
quality. Each chapter is
encouraged to select individuals
to participate in these activities
and, in an appropriate forum,
recognize those students who
have been designated Beta
Alpha Psi International Scholars.
14
International Scholars by Chapter
Beta
University of Oregon
Reed Engall BP/AM
Ashley Kennel BP/AM
Roy Matsunaga BP/AM, BP/RM
David Wallenstein BP/AM
Erika Bulay BP/RM
Alice Zhang BP/RM
Jordan Patterson BP/RM
Mei Li Yu RM
delta
University of Washington
Eric Liang BP/AM
Alvin Lai BP/AM
Jessica Nguyen BP/AM, BP/RM
Gillian Donnelly BP/AM
Blake Thomas BP/AM
Maria Klieber PRWI
Elizabeth Vaughn PRWI
Jenny Park BP/RM
Matt Jensen BP/RM
Jacky Tang BP/RM
Susie Shapiro BP/RM
Michael Plengrat BP/RM
Hank Cycyota BP/RM
Peter Zalusky BP/RM
Aurelie Machefert BP/RM
Hannah Kim BP/RM
Alene Vanden Heuvel RM
Marilu Cruz RM
Karlyn Kurokawa RM
EPsilon
Oregon State University
Kevin Thorpe RM
IOTa
University of Southern
California
Fouad Abu-Kazam AM
Jamie Kwak AM, RM
Karen Poon AM
Charmaine Chan BP/RM
Sarah Pak BP/RM
Ashley Cho BP/RM
Debbie Kim BP/RM
Sharon Ren RM
MU
New York University
Jeffrey Yen BP/AM
Danyu Wei BP/AM
NU
University of Colorado at Boulder
Kristin Larson BP/RM
Joseph Goldstein BP/RM
Rho
University of Minnesota
Alex Ellingson BP/RM
Bailey Birtzer BP/RM
Kyle Canaday BP/RM
Kristen Ruud BP/RM
Lara Applegate BP/RM
PHI
Louisiana State University
Sarah Miller BP/AM
Rachelle Ross BP/AM, BP/RM
Emily Plauche BP/AM
Megan Dolron BP/AM
Scott Safron BP/AM
Carly Krizmanich PRWI
Tara Stauder BP/RM
Erin Phillips BP/RM
Stephen Collura BP/RM
Chris Whelan BP/RM
Psi
Marquette University
Natalie Mitchell AM
Cara Skowronski AM
Jill Brown AM
Katie Long BP/RM
Rachel Smith BP/RM
Richard Casper RM
Patrick Bender RM
Alpha Beta
The University of Alabama
David Roebuck AM, RM
Alpha Zeta
University of Denver
Jim Tripp AM
Jenn Lund BP/RM
Hilary Robinson BP/RM
Liz Bender BP/RM
Armando Vaquez BP/RM
Franics Rooney BP/RM
Brian Clenin RM
Arpeeneh Adamian RM
Alpha Theta
University of Mississippi
Will Threadgill PRWI
Chad Berry BP/RM
Kristen Barnette BP/RM
Coby Parker BP/RM
Brandon Willingham BP/RM
Natalie Steverson BP/RM
Christine Duda BP/RM
Arpeeneh Adamian BP/RM
Gretchecn Cook BP/RM
Alpha Iota
University of Arkansas
Tayna Gardner AM
Cassie Drake AM, BP/RM
Laura Akin BP/RM
Paige Gray BP/RM
Lindy Milburn RM
Colin O’Donnell RM
Lindsey Hicks RM
Alpha Kappa
Ohio University
Mark Druffel AM
Nathaniel Slang AM
Rebecca Posey BP/AM
Megan Souder BP/AM, BP/RM
Martin Wirtz BP/AM
Brittni Downs BP/AM, BP/RM
Katie Bennett BP/RM
Rachel Denham PRWI
Michelle Wang BP/RM
Lu He BP/RM
Kat Morgenthaler RM
Zach Hedrick RM
Christy Grunebach RM
Cheer Cheung RM
Christy Stock RM
Alpha Mu
University of Kentucky
Qorinah Wardhani RM
Bryan Bulkley RM
Alpha Nu
Creighton University
Kelly Tangen RM
B ETA ALP HA P S I
International Scholars
International Scholars by Chapter
Alpha Pi
University of Iowa
Eric Hartter BP/AM
Mike Less BP/AM
Daniel Teper PRWI
Brian Nowack BP/RM
Tim Rosener BP/RM
Danielle Protexter BP/RM
Maranda Brandt BP/RM
Staci Meade BP/RM
Samantha Feldman BP/RM
Wilson Roorda RM
Mickey Untiedt
Sean Iske RM
Kristin Hanson RM
Alpha Upsilon
Bowling Green State
University
Jeff Koons RM
Leslie Benner RM
Scott Arcuri RM
Amber Solden Wagner RM
Lindsey Welch RM
Alpha Chi
Louisiana Tech University
Caitlin McAlpin RM
Cecil Garrick II RM
Alpha Psi
West Virginia University
Jamin Maradei PRWI
Alpha Omega
Fordham University
Erica Berglind BP/RM
Frank Ferrara BP/RM
Amanda Garzon BP/RM
Matthew Lee BP/RM
Beta Alpha
Indiana University
Anubhar Bhatia BP/RM
Andrew Botts BP/RM
Michal Arendt BP/RM
Justin Krachmalnick BP/RM
Andrew Barnett BP/RM
Gregory Cheng BP/RM
Ben Jarona BP/RM
Amy Ollinger BP/RM
Beta Eta
San Diego State University
Joy Gregvig AM
Ryan Aannerud PRWI, BP/RM
Minami Murphy BP/RM
Thomas Jang BP/RM
2010 Annual Report
Beta KAPPA
Mississippi State University
Candace McGee PRWI
Candace Mcgee BP/RM
Michael Little BP/RM
Liz Krusemark BP/RM
Rebecca Kershaw BP/RM
Beta LAMBDA
California State University
Los Angeles
Soo Chuh BP/AM
Samuel Oh BP/AM
David Benitez BP/AM
William Choi BP/AM, BP/RM
Rachel Lee BP/RM
Pat Kie Wong BP/RM
Hua Tang BP/RM
Daniel Dong BP/RM
Larry Wasan BP/RM
Leena Chow BP/RM
Shermont Banks BP/RM
Diana Hua Tang BP/RM
Beta XI
University of Miami
Michelle Wacht AM, RM
Emanuela Florea AM, RM
Jim Deloitte AM, RM
Raul Muas AM
Beta Upsilon
University of Georgia
Hunter Smiley AM
Samir Patel AM
Jessica Draper AM
Igor Ryvkin PRWI
Beta Chi
San Francisco State University
Olga Lazarova BP/RM
Nadia Slyusareva BR/RM
Beta PSI
Kent State University
Joseph Campbell AM
Ray Dipre BP/RM
Lauren Lampley BP/RM
Alexis Janes BP/RM
Matt Moak BP/RM
Michelle Maitert BP/RM
Andrew Ashton BP/RM
Adam Kanzigg RM
Jesse Ray RM
Felecia Qamar RM
Casey Frame RM
Jackie Madar RM
Joey Campbell RM
Beta Mu
Georgia State University
Jason Arandjelovic BP/RM
Winifred Akande BP/RM
Beta Rho
Florida State University
Brad Ellman RM
Christie Price RM
Megan Pannell RM
Justin Simmons RM
Austin Chinick RM
Gamma Alpha
Brigham Young University
Annie Iden AM
Quentin Stoker AM
Brent Monson AM
Quentin Stoker RM
Gamma Beta
University of South
Carolina
Cason Brewer PRWI
D.J. Hill RM
Matt Sigafoos RM
Gamma Epsilon
University of Toledo
Stephen Miller RM
Chris Konstandas RM
Gamma Eta
University of Akron
Christopher Garman AM
Stacey Kies AM
Justin Gable RM
Autumn Neitzelt RM
Chris Garman RM
Gamma Kappa
University of Nebraska
at Omaha
Connor Holt BP/AM
Clark Ruby BP/AM
Jamie Cafferty BP/RM
Cara Horn BP/RM
Jacob Bright RM
Gamma Omicron
California State University, Fresno
Keaton Young BP/RM
Paul McDonald BP/RM
Yukiko Hijoka-Crutchfield
BP/RM
Esperanza Lazcano BP/RM
Rebekah Filer BP/RM
Juan Alvarez BP/RM
Gamma Sigma
University of New Orleans
Debra Alverez AM, BP/RM
Anthony Burrell AM, BP/RM
Alaina Stokke PRWI
Ashley Carpenter BP/RM
Mike Wang BP/RM
Gamma Pi
Northern Illinois University
Paul Lee AM
Thankh Nyugen AM
Ryan Rogina AM
Andrew Miller BP/RM
Tahyr Alladurdiyen BP/RM
Chris Navratil RM
James Farrelly RM
Gamma Omega
California State University Long Beach University
Bernadette Hunter RM
Vincent Nguyen RM
Karen Shiozaki RM
Danny Vu RM
Delta Gamma
University of South Florida
Heather Beisswanger PRWI
Richard Grieder BP/RM
Ingrid Poole BP/RM
Kyle Jones BP/RM
Stacy Romick BP/RM
Amanda Porpuski BP/RM
Keven Rayne BP/RM
Stephanie Wagenfohr BP/RM
Jaimie Worth BP/RM
Delta Epsilon
Washington State University
Kelly Kube BP/RM
Tara Low BP/RM
Scott Hagihara BP/RM
Dan Ulrich BP/RM
Patrick Heneghen RM
Delta Eta
Seattle University
Gerald Umayam PRWI, RM
Agatha Dodek RM
Gamma Phi
University of Texas
at Arlington
Tiffany Coker PRWI, RM
Taraz Yazhari RM
Josh Sherrill RM
Haider Abbas RM
Delta Theta
University of Hawaii,
Manoa
Vicotoria Nael-Decierdo PRWI,
BP/RM
Raymond Koo PRWI, BP/RM
Ka Lee “Claire” Chow BP/RM
Gamma Psi
University of Missouri
St. Louis
Allison Loser PRWI
Chad Gornicz BP/RM
Ann Duke BP/RM
Allison Vazquez BP/RM
Delta Kappa
The University of Montana
Marika Paris BP/RM
Delta Alpha
University of Wyoming
Cassie Marshall BP/AM
Angela Barrett BP/AM
Brent Bright BP/AM
Alex Hebbert BP/RM
Mellissa McCarthy BP/RM
James Martineau BP/RM
Delta Beta
California State University Fullerton
Daisy Zhao AM
Eric Yoon AM
Alvin Artadi AM, RM
Scott Roberg AM
Janet Lee PRWI
Nick Saul RM
Agnes Sukartu RM
Delta Omicron
University of Nebraska – Lincoln
Jennifer Knust AM
Taylor Pugh BP/RM
Brooke Parsons BP/RM
Jennifer Knust BP/RM
Kimberly Zarybricky RM
Ben Higgins RM
Alycia Libolt RM
Kyle Steffensmeier RM
Sam Barg RM
Andrew Thompson RM
Marcus Cech RM\
Zach Jelinck RM
Adam Fritz RM
Scott Stepanek RM
Cody Zavadil RM
Kristen Seda RM
Jacob Jensen RM
15
International Scholars
International Scholars by Chapter
Delta PI
Hofstra University
Steven Baierlein BP/RM
Heather Decarlo BP/RM
Arielle Geffner BP/RM
Kris Karalis BP/RM
Delta Psi
Cleveland State University
Stephen Kresnye RM
Anna Badea RM
Janell Reeves RM
Delta Omega
Utah State University
Clint Allen AM, BP/RM
Brian Monsen BP/AM
Andy Christensen BP/AM
Megan Low BP/AM
Jill Aoki BP/RM
Jason Tomlinson BP/RM
Steve Hurd RM
Jordon Livingston RM
Epsilon Zeta
Virginia Commonwealth University
Virginia Kipp AM
Donald Harvey AM
Jonathan Culbreath BP/RM
Brittany Forehand BP/RM
Kristen Richardson BP/RM
Stephen Richey BP/RM
Epsilon Gamma
University of Central
Florida
Sam Campion RM
Tiffany Bell RM
Melissa Lilly RM
Carlos Lopez BP/RM
Richard metro BP/RM
Epsilon Delta
University of Missouri Kansas City
Ara Azad BP/RM
Funda Kanli BP/RM
Epsilon Theta
Kansas State University
Alec Williams AM
Jenny Linville AM
Katie Kramer AM
Hillary Blue AM
16
Epsilon Mu
Stephen F. Austin
State University
Jodi Henley AM, BP/RM
Marcy Roe AM
Nicole Brantley AMBrittany
Dornak AM
Ashley Stilley BP/RM
William Hawkins BP/RM
Vicki Tippit BP/RM
Miranda BP/RM
Eric Sparks BP/RM
Epsilon Nu
Murray State University
Brittni Sullivan AM
Rachel Sturdivant PRWI
Epsilon Xi
University of Utah
Catherine Degn PRWI
Trenton Doman PRWI
Adrienne Jones RM
Michael Whipple RM
Catherine Degn BP/RM
Scott Hollist BP/RM
Brigette Hammond BP/RM
Epsilon Omicron
Auburn University
Anthony Caltabiano RM
Ryan Zeek RM
Ashley Burton RM
Epsilon Rho
University of Wisconsin Whitewater
Craig Steubs AM
Patrick Halford PRWI
Epsilon Chi
California State University, Northridge
Cheryl Shi AM
Schatzi Herda AM, BP/RM
George Fronjian BP/RM
Jenny Huo BP/RM
Michael Iskaros BP/RM
Sagar Kirit BP/RM
Romy Ron BP/RM
Jacob Sparks BP/RM
Epsilon Psi
California State University,
East Bay
Riahn Dixit AM
Selena Sin AM
Jerome Ort AM
Epsilon Omega
Eastern Michigan
University
Ran “Jophie” Chen BP/RM
Michael Taylor BP/RM
Zeta Alpha
Purdue University
Brittany Cooley AM
Aixin Zhang AM
Zeta Beta
Western Illinois University
Kayla Sharpe PRWI
Grace Costello BP/RM
Adam Rebidas BP/RM
Patricia Lake BP/RM
Zeta Epsilon
Texas A&M University Commerce
Tammy Willner BP/RM
Vicky Ho BP/RM
Nancy Pope BP/RM
Bridget Newman BP/RM
Max Goerte BP/RM
Zeta Upsilon
University of Houston
Clear Lake
Rebecca Threatt BP/RM
Martha Lujan-Ripoll BP/RM
Zeta Theta
University at Buffalo
The State University of
New York
Jeffrey Bassen AM
Marcos Manuta PRWI
Nathanael Carbrey BP/RM
Tiffany Chin BP/RM
Samuel Huoh BP/RM
Tyler Kafka BP/RM
Kelly Amos BP/RM
Slaven Dreno BP/RM
Natalie Fenocchi BP/RM
Yi Lin BP/RM
Jeffrey Nudd BP/RM
Mohammed Oladejo BP/RM
Olga Stamatova BP/RM
Erica Starr BP/RM
Olivia Tylutki BP/RM
Heather Warnes BP/RM
Zeta Iota
University of Nevada,
Reno
Danielle Farris PRWI, RM
Vittoria Catania BP/RM
Nathan Devlin BP/RM
J. Dexter Ramsey BP/RM
Jacquelyn Simon BP/RM
Lacee Peterson RM
Zeta Kappa
University of San Diego
Stephen Steckbeck BP/AM,
BP/RM
Andy Kaestle BP/AM
Rita Magliocco BP/AM
Kerry Pohlson BP/AM, BP/RM
Alysia Parkinson BP/AM
Christina Oswald BP/AM
Nicole Upper BP/AM
John Martinez BP/AM
Dale Pattugalan BP/AM
Felicia Baldwin BP/RM
Jayme Carneal BP/RM
Christine Chang BP/RM
Katrina Dela Paz BP/RM
Michael DiCarlo BP/RM
Cara Druse BP/RM
Diva Patel BP/RM
Zeta Lambda
Bradley University
Katie Kelch AM
Megan Halverson AM
Janelle Schoon AM
Justin Knobeloch BP/RM
Tyler Peterson BP/RM
Sarah Rayfield BP/RM
Zeta Nu
Saint Louis University
Rosanna Seiler RM
Lindy Vu RM
Zeta Sigma
North Carolina A&T State University
Devon Priovette PRWI
Octavia Allen RM
Kierra Young RM
Zeta Chi
University of North
Carolina at Greensboro
Ben Hunter BP/RM
Zeta Psi
Boise State University
James Bird PRWI, BP/RM
Glenda Smith BP/RM
Macey Crow BP/RM
Zeta Omega
Ball State University
Justin Proctor BP/RM
Trent Wilson BP/RM
Erin Harbeson BP/RM
Eric Fisher RM
Danielle Larison RM
Kara Polston RM
Tara Snider RM
Eta Alpha
University of North
Carolina at Charlotte
Michael Lucisano AM
Christine D. Mays AM
Angela Burns AM
Irina Basarabeanu AM
Kevin Archer RM
Thien Vu RM
April Strickland RM
Aubrey Rinkert RM
Christine Mays RM
Lisa Hardee RM
Eta Beta
University of Texas
at San Antonio
Paola Resendez AM
Edgar Rosillo AM
Melissa Cordero AM
Billy Mondor AM
Amanda Arrendondo RM
Briana Ramirez RM
Andre Moreira RM
Eta Gamma
University of Louisville
Kerry Griesinger BP/RM
Melanie Timperman BP/RM
Eta Delta
James Madison University
Charles Gomes BP/RM
Dennis Romero BP/RM
Liz Town BP/RM
Eta Zeta
University of Dayton
Lauren Humi AM
Susan Massey AM
Colleen Smith AM
Eta Epsilon
Central Michigan University
Ruoy Barron AM
Alyssa Cramer AM
Christina Carpenter PRWI
Emily Turbiak BP/RM
Alysa Cramer BP/RM
Eta Theta
University of Wisconsin – Milwaukee
Anna Kovalenko BP/AM, BP/RM
Jasmine Crandall BP/AM
Samantha Tess BP/AM
Nick Kadulski BP/RM
Ryan Bohn BP/RM
B ETA ALP HA P S I
International Scholars
International Scholars by Chapter
Eta Iota
Florida International University
Albert Tamayo AM
Laura Sotomayor AM
Juan Duarte AM
Marie Torrisian AM
Sabrina Dinescu AM
Paul Gulisano AM
Jesse Gonzalez AM
Marie Torossian BP/RM
Trevor Davis BP/RM
Jeffrey Kellogg BP/RM
Jacquelyn Gomez BP/RM
Andres Cruz BP/RM
Eta Lambda
Idaho State University
Lakyn DeRochie BP/RM
Eta Mu
St. John’s University
Rosalieann Patane BP/RM
Jennifer Knoesel BP/RM
Michael Meyer BP/RM
Alyssa Tallani BP/RM
Eta Rho
University of Tulsa
Katie Largent BP/RM
Allison Bertram BP/RM
Eta Sigma
University of Louisiana
at Monroe
Ashlyn Labat AM
Eta Tau
Florida Atlantic University
Scarlett Lin BP/RM
Rebecca Britton BP/RM
Eta Phi
Oakland University (Michigan)
Kristen Bigelow BP/RM
Stephen Yono BP/RM
Eta Psi
Wright State University
Jeremy Miller RM
Kate Lash RM
Theta Beta
University of Texas at
El Paso
Rosa Haydee BP/AM
Nadia Abugalyon BP/AM
Susi Barron BP/AM
Esther Robinson BP/AM
Eric Cordero BP/AM
Carlos Natividad-Licon BP/AM
Anthony Hart BP/RM
Erick Gomez BP/RM
Jose Guerra BP/RM
Ada Paniagua BP/RM
Theta Delta
Suffolk College
Katie Scharr PRWI
Theta Gamma
Bentley College
Meghan Richardson AM
Daniel Berger BP/RM
Christina Beshaw BP/RM
Thomas Hadala BP/RM
Lindsey Sauve BP/RM
Theta Eta
Southeastern Louisiana University
Stephanie Cacioppo AM
Kristen Spano AM
Mark Winebrener AM
Devon Lambert AM
Skyler Seal RM
Maria Moreno RM
Luke Morris RM
Jennifer Montgomery RM
Lindsey Watts RM
Theta Lambda
University of Central Arkansas
Rachel Foster BP/AM
Kristin Vest BP/AM
Jessica Rucker BP/AM
Theta Nu
Fort Lewis College
Amanda Arnold AM
Rachel Lasiewicz PRWI
Joel Aguilar RM
Evan Smith RM
Theta Xi
The University of
New Mexico
Jessica McQuay AM, BP/RM
Kyle Hillman AM
Salim Shakir BP/RM
Thomas Helgeland BP/RM
Carson Townsend BP/RM
Erica Sullivan BP/RM
2010 Annual Report
Theta Omicron
University of Nevada,
Las Vegas
Olga Maydamik AM
Stephanie Holland AM
Aaron Smith RM
Theta Pi
Missouri State University
Lindsey Brownsberger AM,
BP/RM
Rebecca Barrientos AM, BP/RM
Julie Ravenscraft BP/RM
Ally Hartsfield BP/RM
Jinyi Ge BP/RM
Jeremy Esquivel BP/RM
Winston Wun BP/RM
Michael Holth BP/RM
Holly Kinney BP/RM
Theta Sigma
University of Colorado
at Denver
Jana Kellyova PRWI
Theta Upsilon
University of South Dakota
Gregory Miner BP/RM
Nicholas Nelson BP/RM
Kristine Kueny RM
Theta Phi
Western Washington University
Hayley Gardiner PRWI
Jeff Reiter PRWI
Libe Bear BP/RM
Paul Than BP/RM
Daniel Martin RM
Yelena Tikhonova RM
Theta Psi
University of Northern
Colorado
Austryn Bruchs RM
Chantelle Battista RM
Krista Reinbold RM
Iota Beta
Iowa State University
Brandon Honnold RM
David Winn RM
Iota Gamma
University of Idaho
Scott Hurlbert AM
Kimberly Scott AM
Andrea Hasenoehrl PRWI
Iota Lambda
Pace University
Ridwan Zaman BP/AM, BP/
RM
Angela Whittaker BP/AM
Sang Lee BP/AM
Bertrand Pigeon BP/AM
Isaiah Urbino BP/AM
Dominick Mele PRWI
Diana Cano BP/RM
Robert Kern BP/RM
Elliot Palatnik BP/RM
Hiren Prajapati BP/RM
Wei Man Tang BP/RM
Donald Fleurantin BP/RM
Daniel Giordano BP/RM
Robin Herrman BP/RM
Diana Kaiami BP/RM
Vanessa Mae Teodoro BP/RM
Cynthia Contreras BP/RM
Shady Fahmy BP/RM
Andrew Goncalves BP/RM
Adam Igayev BP/RM
Iota Mu
University of Central Missouri
Phillip Beckett PRWI
Curtis Beasley BP/RM
Melissa Gamma BP/RM
Iota Phi
University of West Florida
Katherine Byrd PRWI
Iota Sigma
Nicholls State University
Cherie Boudreaux RM
Justin Bourgois RM
Iota Upsilon
University of Wisconsin
- LaCrosse
Andrew Cox BP/RM
Morgan Lambert BP/RM
Kappa Eta
Texas State University
San Marcos
Countess Kwiatkowski AM/BP, RM/BP
Roxanne Moralez AM/BP
Courtney Campbell AM/BP
Irasi Tamayo RM/BP
Angel Miraldes RM/BP
Eric Ralph RM/BP
Kappa Theta
University of Louisiana
at Lafayette
Lauren Sonnier AM
Melissa Montalbano AM
Ellen Gauthreaux AM, BP/RM
Bess Trahan BP/RM
Jessica LeJeune RM
Robin LeBlanc RM
Kyle Buzzanca RM
Kappa Mu
Sam Houston State University
Dana Prasatik RM
Lauren Jones RM
Daniel Lemon RM
Michael Deane RM
Kappa Nu
Truman State University
Joseph Pomicter AM
Megan McLaughlin BP/RM
Nate White BP/RM
Puskar Dahal RM
Katie Sassenrath RM
Kappa Xi
Youngstown State University
Steve Carchedi AM
Matthew Pollock BP/RM
Ryan Garman BP/RM
Tarik Awad BP/RM
Ashley Tonkovich BP/RM
Raechel Bodnar BP/RM
Karen Cooper BP/RM
Tarik Aweal BP/RM
Ryan Garman BP/RM
Matt Pollock BP/RM
Kappa Sigma
University of Michigan-Dearborn
Karen Green AM
Ana Buia AM
Mahshid Keshavarz AM
Marinela Zgourov AM
Kyle Mlinek BP/RM
Hannah Sanday BP/RM
Karen Green BP/RM
Katre Klow BP/RM
Elena Pozen BP/RM
Barbara Bellaver BP/RM
Nina Susu RM
Ilma Leka RM
Noela Leka RM
Karen Green RM
17
International Scholars
International Scholars by Chapter
Kappa Upsilon
University of Pittsburgh
Jonathan Kostuch BP/AM
Brendan Reilly BP/AM, BP/RM
Cara Reparsky BP/AM
Lauren Landry BP/AM
Laura Klemer BP/RM
Stephen Koscumb BP/RM
Michael Haley BP/RM
Janelle Kraynak BP/RM
Garrett Loughman BP/RM
Donald Scott BP/RM
Kappa Phi
Marshall University
Tyler Rowland PRWI, BP/RM
Alex Kovarik AM
Max Billmyer PRWI, BP/RM
Anna Dingess BP/RM
Grant Grishaber BP/RM
Ellen Moore BP/RM
Jessica Johnson BP/RM
Joseph Skopic BP/RM
Randy Michael BP/RM
Kappa Chi
Western Illinois University - Quad Cities
Beth Patrizi BP/RM
Lela Bieri BP/RM
Lambda Beta
The University of Tampa
Andrew Argue BP/AM, BP/RM
Nick Williams BP/AM
Jing Ming Ma BP/AM
Michael Buckland BP/AM
Kayla Adams BP/AM
Jenna Scinta BP/RM
Meredith Klein BP/RM
Janell Garguillo BP/RM
Roman Cowan BP/RM
Jingming Ma BP/RM
Maxwell McQuirter BP/RM
Patrick Campbell BP/RM
Robert Mainelli BP/RM
Lisa Reale BP/RM
Stephanie Gorospe BP/RM
Valerie Bryan BP/RM
Lambda Zeta
SUNY Oswego
Brittany Vetter PRWI
18
Lambda Gamma
Pittsburg State University
Brittany Bumphus AM
Devon Privette AM
Lambda Pi
Manhattan College
Anthony Fiore BP/RM
Kimberly Pappas BP/RM
Lambda Psi
Emporia State University
Robert Carr BP/AM
Beau Bemis BP/AM
Julian Rios BP/RM
Todd Fitzsimmons BP/RM
Orson Thomas BP/RM
Thom Hoang BP/RM
Macklin Schuartz RM
Corina Nour RM
Julian Rios RM
Lambda Mu
University of
Southern Indiana
Chris Schwenk AM
Clay Ranard AM
Emily Shetler BP/AM
Katerina Shirokova BP/AM
Anna Shade BP/AM, RM
Kiersten Deig BP/AM
Anna Shade BP/RM
Aaron Field BP/RM
Jamie Perry BP/RM
Kaycie Hibdon BP/RM
Ashley Seibert RM
Heather Miles RM
Andrew Shetler RM
Lambda Xi
Elon University
Todd Cash PRWI
Tamekia Sizoo PRWI
Jennifer Kirts BP/RM
Daniel Shulman BP/RM
Alexander Dempsey BP/RM
Stephen Jones BP/RM
Patrick Campbell BP/RM
Lambda Omega
The University of Sydney Australia
Peter O’Neill PRWI
Meena Subramanyam PRWI
Mu Gamma
University of South Florida
St. Petersburg
Samantha Edwards PRWI
Melissa Whitaker BP/RM
Michael Sneaker BP/RM
Anita Sefa BP/RM
Enton Kane BP/RM
Christy Dunkle BP/RM
Cuong Ly BP/RM
Tara DiMartino BP/RM
Mu Zeta
Valdosta State University
Christopher Topham BP/AM
Karlie Martin BP/AM
Casey Harrell BP/AM
Brandon Eichler PRWI
Melanie Terwood PRWI, RM
Stephen Rice RM
Chris Heape BP/RM
Eufemia Ketz BP/RM
Sahil Grover BP/RM
Shataqua Williams BP/RM
Branden Eichler BP/RM
Mu Lambda
Florida Gulf Coast
University
Robert Jamerson RM
Dobrina Mileva RM
Mu Kappa
University of Texas at Tyler
Kelly Lambert BP/RM
Ursula Diaz BP/RM
Sadie Gutier BP/RM
The Auckland Chapter
The University of Auckland School of Business
Salah Al-Chanati PRWI
Petitioning
Southeast Missouri
State University
Lucas Luckett PRWI
University of Nebraska at
Kearney
Nikki Blaschko PRWI
University of Washington,
Bothell
Nathan Al-Huwail BP/RM
Andrew Lowe BP/RM
Alex Asou BP/RM
Vlad Kolpatcher BP/RM
B ETA ALP HA P S I
Oceania Meeting
The first Oceania Meeting, held April 8–10 in Sydney, Australia, was a success!
The University of Sydney was the meeting host. It was attended by students and faculty from the University
of Sydney, the University of Auckland and Massey University. Both Australia and New Zealand were well
represented.
We started the meeting with introductions, then took a bus ride to a Community Service Day at Foodbank
Sydney. We sorted many pallets of different types of both food and non-food items into stacks for shelters and
soup kitchens. We worked diligently and efficiently, surprising the warehouse managers who had to struggle
to keep our hardworking group busy. After returning to downtown Sydney, the Dean of the Business School at
the University of Sydney treated us to a wonderful Thai dinner.
On Friday we began our work. We started with an operations meeting to determine the name of the region,
locations and frequency of regional meetings, and policies, budget, and other financial issues. After the
operations meeting, we attended technical breakout sessions on the following accounting and finance topics:
• Accounting for Sustainability - Geoff Frost (University of Sydney)
• Use of Gaming Principles while Learning Accounting - Paul Blayney (University of Sydney)
• E-Learning in Accounting - Julie Harrison (University of Auckland)
• Riding the Dragon in the Year of the Tiger - Tyrone Carlin (University of Sydney)
• Risk Management Under Basle III - James Conover (University of North Texas)
Following the breakout sessions, members from
each of the three chapters made presentations in
chapter operations sessions and gave everyone
an opportunity to discuss their experiences. Each
chapter presented what they are doing and issues
and problems they are facing. The chapters helped
each other solve common issues. The final set of
sessions were concurrent breakout sessions for
Chapter Faculty Advisors and Board Members and
for students. The student session focused on work
and internships.
Saturday morning began with a negotiation
competition. Each team performed valiantly with
the winning team receiving a favorite Australian
candy, Maltesers. Pearl Rosenberg followed with
the keynote address, “Giving Something Back.”
Oceania Regional Meeting
We closed the meeting with a group photo of
participants.
This wonderful meeting could not have been more fun or more valuable. Thanks to Pearl Rozenberg, Director
of Global Activities and University of Sydney faculty member, for a wonderful meeting!
Teri Conover
President Elect 2009-2010
2010 Annual Report
19
Outstanding Faculty Advisors
One of the most vital elements
in the success of a Beta Alpha Psi
chapter is the Faculty Advisor.
Through countless hours of
commitment, individual Faculty
Advisors make substantial
contributions to the professional
growth and development of
business financial information
students. Beta Alpha Psi, through
its cooperation with McGladrey,
is privileged to recognize
outstanding Faculty Advisors who
have demonstrated those rare
qualities that place them at the
top of all the dedicated Faculty
Advisors. This year, the board
of directors again has selected
Outstanding Faculty Advisors
based on a nomination form
completed by the individual
Faculty Advisors. The nomination
assigns points for (1) years of
service, (2) various chapter
activities and (3) chapter awards.
Other supporting documentation
can be included as well.
Together, the years of service,
activities, awards and other
relevant documentation
demonstrate the Faculty Advisor’s
concern for scholastic and
professional development of
students as well as the overall
success of the chapter.
For 2009-2010, five professors
have been named Outstanding
Faculty Advisors. They join 204
of their colleagues recognized by
Beta Alpha Psi since the award
was started in 1969 in memory of
Richard E. Claire by the Andersen
Foundation and has been funded
by McGladrey since 2007.
Honorees receive a plaque and a
cash award of $5,000 in tangible
recognition of their service to
Beta Alpha Psi.
20
Madeleine Carlin
Suzanne Ward
John Tripp
Alpha Zeta
Mehmet Kocakulah
Kappa Upsilon
Kappa Theta
University of Pittsburgh
University of Louisiana at Lafayette
Pittsburgh, PA – Atlantic Coast Region Lafayette, LA – Southwest Region
University of Denver
Denver, CO – Rocky Mountain Region
Lambda Mu
University of Southern Indiana
Evansville, In – Midwest Region
Deborah Medlar
Delta
University of Washington
Seattle, WA – Northwest Region
B ETA ALP HA P S I
In memory...
Michael E. Brown, a CPA and longtime lecturer in accounting in the College of Business
Administration at the University of Missouri-St. Louis, died suddenly Nov. 30, 2009. He was 57
years old. He earned a master’s degree in taxation from Walsh College in Troy, Mich., and was
an agent for the Internal Revenue service for 27 years. Mike also taught accounting at UMSL for
nearly 30 years. He was appointed a full-time lecturer in 2001. He served as faculty advisor for the
Gamma Psi chapter of Beta Alpha Psi. Under his leadership, those student organizations won the
Chancellor’s Distinguished Service Award in 2008.
“Mike Brown was a very important part of the accounting programs at UMSL,” said Mary Beth
Mohrman, associate professor and accounting area coordinator. “He was a valued colleague,
who always was willing to do whatever the department needed. He was a popular teacher, with
Professor Michael Brown
University of Missouri – St. Louis
a relaxed style and an endearing sense of humor. In his work with our student organizations, he
became an important mentor and friend to many students and alumni. He will be deeply missed.”
Michele Dantin Guidry, 49, a native of Cut Off, La., and resident of Thibodaux, La., died Friday,
Dec. 11, 2009. Michele was the faculty advisor for the Iota Sigma Chapter of Beta Alpha Psi at
Nicholls State University.
Michele Guidry began teaching accounting courses in 1989, leaving behind the day-to-day tasks of
preparing tax returns and generating financial statements. However, in 2003, Guidry decided to put
into practice again what she had been teaching for 14 years.
Michele completed a professional internship with Charles Theriot, CPA, where she served small
business-accounting clients. This opportunity allowed her to sharpen her skills, update her knowledge
of some of the main areas in accounting and see once again the workings of a CPA firm, Guidry says.
Professor Michele Guidry
Nicholls State University
Before becoming an instructor of accounting, Michele, a Certified Public Accountant, worked at
Nicholls State University as the payroll and grants coordinator in the Controller Office. Being a part of
university life and interacting with students are what Michele enjoyed most about being an instructor.
Dr. George Minmier, 76, died July 1, 2010. Dr. Minmier, a Paris, Ark., native, graduated from the
University of Arkansas with a Bachelor’s Degree in Accounting. He joined the U.S. Navy in 1956 and
served on the USS Intrepid and the VW-4 Air Squadron (Hurricane Hunters) as a supply officer. After
an honorable discharge, George worked as an accountant for a number of Fortune 500 companies
and earned his M.B.A. from Southern Methodist University in Dallas in 1963. In 1967, George pursued
his Ph.D. in Accounting at the University of Arkansas and later accepted a position with Georgia State
University in Atlanta, where he earned the Outstanding Teacher Award Phi Chi Theta for Business
Students. Jimmy Carter was the Governor of Georgia at the time, and George’s work became a part
of Carter’s presidential initiatives. He became an accounting professor at the University of Memphis
in 1979, where he was recognized as an outstanding professor, earned several honors and received
the CPA and CMA certificates. George was committed to his beloved Beta Alpha Psi for the Gamma
George Samuel Minmier, Ph.D.
University of Memphis
Chi chapter and was the longest serving faculty advisor in the international honors fraternity. His
involvement spanned 30 years, including a number of years as a Regional Director and member
of the Board of Directors. George was awarded the McGladrey & Pullen/BAP Outstanding Faculty
Advisor Award two times. George was a wonderful and devoted father, grandfather and husband to
his wife, Jean. He and Jean enjoyed traveling and taking cruises. An enthusiastic dancer, he frequented
the former Summit Club “hug dancing” or jitterbugging with Jean.
2010 Annual Report
21
Outstanding Chapter Awards and Chapter Information
Beta Alpha Psi’s
Psi objectives are accomplished through the activities of its individual chapters. Activities of each chapter are
evaluated and approved based on a report submitted by the chapter to the Executive Office in accordance with Beta Alpha Psi’s
Program for Chapter Activities.
KPMG proudly sponsors the Gold Challenge and Superior Chapter Awards for 2009-2010. Up to 15 chapters will be named
Gold Chapters at the 2010 annual meeting and will receive a monetary reward of $2,500 and a plaque. Each Superior chapter
will receive a plaque and a $275 monetary award to be used for a scholarship and other purposes. For their activities, 142 chapters
have been recognized as Superior, and 29 chapters have been recognized as Distinguished. Five chapters have been recognized as
Significantly Improved, and one chapter has been recognized as Most Improved. The Most Improved receives a monetary reward of
$500 paid by the fund established as a Memorial to Beta Alpha Psi’s former Executive Director, Nancy C. Harke.
There were fifteen chapters who achieved Gold status for 2010.
22
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
1
1919
33
Alpha
University of Illinois
Susan Curtis
Thomas Finnegan
Ho Jong Kim
Da Hyun Kim
2
1921
18
Beta
University of Oregon
Joel Sneed
Roy Matsunaga
Superior
4
1921
125
Delta
University of Washington
Deborah Medlar
Jenny Park
Superior/GOLD
5
1922
20
Epsilon
Oregon State University
Amy Bourne
Kevin Thorpe
Superior
6
1923
33
Zeta
University of North Dakota
Steve Carlson
DeeAnn Ellington
Erik Hauglid
Brittany Kuntz
Distinguished
8
1924
35
Theta
University of Texas at Austin
David Verduzco
Rebekah Purrazella
Peter Ray
9
1925
82
Iota
University of Southern California
Rose Layton
Karen Poon
Jamie Kwak
11
1925
21
Lambda
University of California Berkeley
Maria Nondorf
Gabriel Catapang
Sherman Kan
12
1926
127
Mu
New York University
Aaron Hipscher
Xin (Cindy) Qin
13
1927
51
Nu
University of Colorado at Boulder
Cathleen Burns
Adam Pasha
14
1929
54
Xi
Syracuse University
Mitch Franklin
Christie Yesersky
15
1929
25
Omicron
The Ohio State University
Richard Young
Nishanker Damodara
Lindsey Tisza
Superior
16
1930
21
Pi
Case Western Reserve University
Kevin Carduff
Justin Williams
David Srsen
Superior/GOLD
17
1931
9
Rho
University of Minnesota
Paul Gutterman
Alex Ellingson
Distinguished
18
1932
116
Sigma
University of Wisconsin – Madison
Ann O’Brian
Sara Schultz
Jonathan Martin
20
1938
44
Upsilon
University of Florida
Jesse Boyles
Guillermo Lopez
21
1939
55
Phi
Louisiana State University
Julie Chenier
Sarah Miller
Rachelle Ross
Superior
22
1939
63
Chi
Oklahoma State University
Patrick Dorr
Jonathan Steele
Superior
23
1942
31
Psi
Marquette University
Cindy Gruber
Carly Krizmanich
Superior
24
1942
43
Omega
Miami University
Clayton Hock
Ronald Collins
J. Vincent Juron
25
1948
88
Alpha
Beta
The University of Alabama
Gary Taylor
David Roebuck
26
1949
45
Alpha
Gamma
CUNY – Baruch College
Emanuel Zur
Julius Cherny
George Wang
29
1950
52
Alpha
Zeta
University of Denver
John Tripp
Arpeeneh Adamian
Superior
Superior
Superior
Superior
B ETA ALP HA P S I
Outstanding Chapter Awards and Chapter Information
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
31
1951
27
Alpha
Theta
University of Mississippi
J. Shaw
Antonia Pittari
Andrew Cash
Superior
32
1951
30
Alpha
Iota
University of Arkansas
Charles Leflar
Lindsay Hicks
Superior/GOLD
33
1952
36
Alpha
Kappa
Ohio University
Connie Esmond-Kiger
Megan Souder
Superior
34
1951
34
Alpha
Lambda
University of Tennessee – Knoxville
Karyn Valades
Izabela VanDeest
Distinguished
35
1952
45
Alpha
Mu
University of Kentucky
Jennifer Siebenthaler
Sneha Kalyan
Qorinah Wardhani
Superior
36
1953
29
Alpha
Nu
Creighton University
Tom Purcell
Hannah Etnyre
Superior
37
1954
1
Alpha Xi
University of Detroit Mercy
Jeanne David
Nataliya Motovylyak
38
1954
30
Alpha
Omicron
Michigan State University
Chris Hogan
Willie Sims
39
1954
45
Alpha Pi
University of Iowa
Joyce Berg
Daniel Teper
40
1955
25
Alpha
Rho
Baylor University
Bill Thomas
Suzanne Abbe
Keith Maynard
41
1955
5
Alpha
Sigma
University of Cincinnati
David Burns
Ryan Crotty
Felicia Briner
43
1955
22
Alpha
Upsilon
Bowling Green State University
Phillip Schurrer
Jeff Koons
Superior
44
1956
53
Alpha
Phi
Temple University
Marco Malandra
Steven Balsam
Christina Kowal
Distinguished
45
1956
9
Alpha
Chi
Louisiana Tech University
Carol Shaver
Jamie Gray
Superior
46
1957
44
Alpha Psi
West Virginia University
Richard Brooks
Andrew Fluharty
Superior
47
1957
154
Alpha
Omega
Fordham University
Rosa Romeo
Carlo Coumoutsos
Superior
48
1957
82
Beta
Alpha
Indiana University
Gretchen Handlos
Malcolm McLelland
Scott Raichilson
Jacklyn Geary
49
1958
20
Beta
Gamma
DePaul University
John McEnroe
Jon Assell
Emily Jung
51
1959
20
Beta
Epsilon
Lehigh University
Karen Collins
Nicole Chin
52
1960
10
Beta
Zeta
Loyola University New Orleans
Patrick Lynch
Justin Marocco
53
1960
58
Beta Eta
San Diego State University
David DeBoskey
Wesley Martin
54
1960
34
Beta
Theta
The Pennsylvania State University
Ralph Licastro
Constantine Mezhinsky
55
1960
40
Beta Iota
Loyola University, Chicago
Brian B. Stanko
Lisa Gillespie
Matthew Daggett
56
1960
25
Beta
Kappa
Mississippi State University
Mark Lehman
Justin Hancock
57
1961
28
Beta
Lambda
California State University, Los Angeles
Rafik Elias
James G. Kunkel
Zhe Li
58
1961
119
Beta Mu
Georgia State University - School of
Accountancy
Allison Jacobs
Brad Schafer
Brett Guthrie
Winifred Akande
59
1961
53
Beta Nu
Tulane University
Beauregard J. Parent
Karen Foust
Brooke Bruns
Scott Durco
60
1961
66
Beta Xi
University of Miami
Jacklyn Collins
Seth Levine
Karen Somoano
Victoria DelGado
Superior
Significantly Improved
61
1961
15
Beta
Omicron
University of Arizona
Karen Otto
Carol Plagman
Kelly Campbell
Superior
62
1962
35
Beta Pi
University of North Texas
Dutch Fayard
Jesse Robertson
Aleksander Joyanovic
Distinguished
63
1962
60
Beta Rho
Florida State University
Ronald Pierno
Christina Price
Superior
2010 Annual Report
Superior
Superior/GOLD
Superior
Superior
Most Improved Chapter
23
Outstanding Chapter Awards and Chapter Information
24
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
64
1962
75
Beta
Sigma
University of Notre Dame
Janet L.O’Tousa
Caitlin Flynn
65
1962
65
Beta
Sigma
Arizona State University
Harriet Maccracken
Janet Samuels
JiaQi Bao
Michael Sickles
66
1963
83
Beta
Upsilon
University of Georgia
Dan Smith
Amrita Veliyath
Lauren Olson
Superior
67
1964
59
Beta Phi
California State University,
Sacramento
Hugh Pforsich
Phouc La
Superior
68
1964
35
Beta Chi
San Francisco State University
Mike Braswell
Joanne Duke
Amy Winters Pillai
Superior
69
1964
28
Beta Psi
Kent State University
Donald McFall
Joseph Campbell
Superior
70
1965
24
Beta
Omega
Texas Christian University
Janice Cobb
Meagan Wayland
71
1965
53
Gamma
Alpha
Brigham Young University
Cassy Budd
Kevin Lang
Superior
72
1965
104
Gamma
Beta
University of South Carolina
Caroline Stroble
Susan Balk
David Hill
Superior
73
1966
96
Gamma
Delta
University of Houston
Jim Stinson
Abolade Lawal
74
1966
17
Gamma
Epsilon
University of Toledo
Diana Franz
Chris Konstandas
75
1966
18
Gamma
Zeta
Southern Illinois University
at Carbondale
Ramon Rodriguez
Scott Wilmouth
76
1967
22
Gamma
Eta
University of Akron
Pamela Keltyka
Stacey Kies
77
1967
67
Gamma
Theta
University of Missouri – Columbia
Billie Cunningham
Ben Wells
Josh Gambrell
79
1967
41
Gamma
Kappa
University of Nebraska at Omaha
Burch T. Kealey
Marc Behrens
Jamie Cafferty
Superior
80
1967
65
Gamma
Lambda
Virginia Tech
Brian Cloyd
Adam Sharrow
Superior
81
1967
15
Gamma
Mu
Drake University
Joyce Njoroge
Yeouchiang Eng
82
1968
58
Gamma
Nu
Northeastern University
Michael Cottrill
Deep Patel
83
1969
34
Gamma
Xi
San Jose State University
Thomas Moschetti
Howard Turetsky
Ka Leung
Nadia Ahmad
Superior
84
1969
32
Gamma
Omicron
California State University, Fresno
Tim Baker
Vipul Shah
Keaton Young
Superior
85
1971
15
Gamma
Pi
Northern Illinois University
Donald Tidrick
Paul Lee
Andrew Miller
Superior
86
1971
40
Gamma
Rho
Western Michigan University
Richard Hodges
Sorina Dodu
Jessica Maronto
Superior
87
1971
22
Gamma
Sigma
University of New Orleans
Mark Reid
Joseph Beams
Debra Alvarez
Superior
88
1971
29
Gamma
Tau
Colorado State University
Jefrrey Castrella
Lauren Long
Michelle Griffith
Catherine Childs
Superior
89
1971
44
Gamma
Upsilon
University of Rhode Island
Henry Schwarzbach
Christina Mirra
90
1971
52
Gamma
Phi
University of Texas at Arlington
Sandra Bitenc
Robert Chumley
Tiffany Coker
Superior
Superior
Superior
B ETA ALP HA P S I
Outstanding Chapter Awards and Chapter Information
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
91
1971
27
Gamma
Chi
University of Memphis
John Malloy
George Minmier
Mallory Johnson
Superior
92
1972
33
Gamma
Psi
University of Missouri – St. Louis
Leslie Vaughan
Allison Loser
Chad Gornicz
Superior
93
1972
33
Gamma
Omega
California State University,
Long Beach
David B. Bojarsky
Alyse Fragosa
Vincent Nguyen
Superior
94
1972
8
Delta
Alpha
University of Wyoming
Michael Doherty
Cassie Marshall
Superior
95
1972
62
Delta
Beta
California State University, Fullerton
Betty Chavis
Robert Miller
Janet Lee
Alvin Artadi
Superior
96
1972
60
Delta
Gamma
University of South Florida
Gary Laursen
Jennifer Cainas
Jon Minch
Stephanie Wagenfohr
Superior/GOLD
97
1973
36
Delta
Epsilon
Washington State University
Nori Pearson
Patrick Heneghen
Superior
98
1973
14
Delta
Zeta
California State University, Chico
Tim Kizirian
Jasmine Logston
Superior
99
1973
6
Delta Eta
Seattle University
David Tinius
Sarah Bee
Lawrence Lee
Agatha Dodek
Superior
100
1974
30
Delta
Theta
University of Hawaii at Manoa
Mary Woollen
Hamid Pourjalali
Victoria Nael-Decierdo
Superior/GOLD
102
1974
16
Delta
Kappa
The University of Montana
Barbara Reider
Dana Gullickson
Superior
103
1974
26
Delta
Lambda
New Mexico State University
Russell Calk
John Michael Ordorica
Charlotte Lane
104
1975
29
Delta Mu
University of Virginia
Monica Banyi
Eric Magenheimer
105
1975
30
Delta Nu
University of Massachusetts Amherst
Richard Asebrook
Ronald Mannino
Tim Chan
106
1975
5
Delta Xi
Texas Southern University
Ladelle Hyman
Kun Wang
Latrice Bonner
107
1976
57
Delta
Omicron
University of Nebraska – Lincoln
Deb Cosgrove
Arielle Geffner
Superior
108
1976
33
Delta Pi
Hofstra University
Linda Schain
Arielle Geffner
Superior
109
1976
8
Delta
Rho
Pacific Lutheran University
Janet Mobus
Lars Isaksaetre
110
1976
18
Delta
Sigma
Eastern Washington University
Dave Gorton
Jenni Winter
111
1976
26
Delta Tau
Drexel University
Jane Kaplan
Katherine Crawford
Distinguished
112
1977
15
Delta
Upsilon
Northern Arizona University
Kay Pitt
Jonathan Marc Wilhite
Distinguished
114
1977
43
Delta Chi
University of Alabama at Birmingham
Angel Smith
Sarah Malcom
115
1977
16
Delta Psi
Cleveland State University
Dan Kaminsky
Stephen Kresnye
Superior
116
1977
34
Delta
Omega
Utah State University
Larry Walther
Brian Monsen
Superior/GOLD
117
1977
20
Epsilon
Alpha
Portland State University
Elizabeth Almer
Megan Griffin
118
1977
19
Epsilon
Beta
University of South Alabama
Gregory Prescott
Cody McLain
Deanna Price
119
1977
96
Epsilon
Gamma
University of Central Florida
Donna Bobok-Schmitt
Charles Kelliher
Alexander Hofmeister
Melissa Lilly
120
1977
50
Epsilon
Delta
University of Missouri-Kansas City
Lavern Krueger
Gina Brenne
Funda Kanl
121
1977
40
Epsilon
Zeta
Virginia Commonwealth University
Roxanne Spindle
Donald Harveyr
Superior
123
1978
44
Epsilon
Theta
Kansas State University
Monica Woods
Danielle Devlin
Distinguished
124
1978
51
Epsilon
Iota
University of San Francisco
Diane Roberts
Jacob Haffner
Superior
2010 Annual Report
Superior
25
Outstanding Chapter Awards and Chapter Information
26
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
125
1978
30
Epsilon
Kappa
Appalachian State University
Ronald Marden
Ronald Hopkins
Superior
126
1978
49
Epsilon
Lambda
University of Connecticut
Clifford Nelson
Brittany Ives
Superior
127
1978
17
Epsilon
Mu
Stephen F. Austin State University
Treba Marsh
Jodi Henley
Distinguished
128
1978
13
Epsilon
Nu
Murray State University
Leigh Johnson
Wayne Tervo
James Taylor
Superior
129
1978
75
Epsilon
Xi
University of Utah
Marci Butterfield
Trenton Doman
Superior/GOLD
130
1978
85
Epsilon
Omicron
Auburn University
Amy Campbell
Jennifer Cornett
Leann Katherine Stokes
Anthony D. Caltabiano
Superior
132
1979
110
Epsilon
Rho
University of Wisconsin – Whitewater
Roy Weatherwax
Bill Tatman
Craig Stuebs
Superior
133
1979
5
Epsilon
Sigma
George Washington University
Keith E. Smith
Rebecca Sagalyn
134
1979
13
Epsilon
Tau
Wichita State University
Atul Rai
Melanie Blackmon
Kimberly Oats
135
1979
23
Epsilon
Upsilon
Emory University-Goizueta Business
School
Charles Brandon
Robert Minnear
Sara Shapiro
136
1979
11
Epsilon
Phi
Wayne State University
Deborah Jones
Daniel Hagerman
137
1979
41
Epsilon
Chi
California State University, Northridge
Christopher Jones
Sung Wook Yoon
Karen Minasi3n
Schatzi Herda
Superior/GOLD
138
1979
23
Epsilon
Psi
California State University, East Bay
Ching-Lih Jan
Diane Satin
Rohan Dixit
Superior
139
1980
37
Epsilon
Omega
Eastern Michigan University
Howard Bunsis
Michael Taylor
Superior
140
1980
37
Zeta
Alpha
Purdue University
Tony Greig
Jared Collins
141
1980
20
Zeta
Beta
Western Illinois University
Cheryl Westen
Patricia Lake
142
1980
Zeta
Gamma
Middle Tennessee State University
G. Robert Smith, Jr.
Keri Brunstad
Kayla Grill
143
1980
41
Zeta
Delta
Georgia Southern University
Dwight Sneathen
J. Lowell Mooney
Charles Hodges
144
1981
8
Zeta
Epsilon
Texas A&M University – Commerce
Gordon Heslop
Linda Kapp
Brianne Ste. Marie
146
1981
47
Zeta
Theta
University of Buffalo SUNY
Kathleen Nesper
Jeffrey Bassen
Superior/GOLD
147
1981
32
Zeta Iota
University of Nevada, Reno
Betty Cossitt
Danielle Farris
Superior
148
1981
22
Zeta
Kappa
University of San Diego
Mark Judd
Miles Romney
Stephen Steckbeck
Superior
149
1981
12
Zeta
Lambda
Bradley University
Simon Petravick
Megan Halverson
Superior/GOLD
Superior
Significantly Improved
Superior
Distinguished
B ETA ALP HA P S I
Outstanding Chapter Awards and Chapter Information
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
150
1982
25
Zeta Mu
The University of Southern Mississippi
Valerie Simmons
James Gingell
Breanne Hancock
Awards
151
1982
34
Zeta Nu
Saint Louis University
Debbie Pike
Lindy Vu
Distinguished
152
1982
11
Zeta Xi
Seton Hall University
David Mest
Joyce Strawser
Timothy Matthew
Distinguished
153
1982
24
Zeta
Omicron
University of Wisconsin – Eau Claire
James Rundall
John Marchant
Mark Bader
154
1982
27
Zeta Pi
Old Dominion University
Randall Spurrier
Brian Kint
Superior
155
1983
20
Zeta Rho
Clemson University
Ralph Welton
Matthew Pencek
Superior
156
1983
7
Zeta
Sigma
North Carolina A&T State University
Gwendolyn
Highsmith-Quick
Devon Privette
Superior
157
1983
23
Zeta Tau
Lamar University
Ann Watkins
Howell Lynch
Kayla Tompkins
158
1983
24
Zeta
Upsilon
University of Houston - Clear Lake
Susan Sorensen
Rececca Threatt
Superior
Superior
159
1983
28
Zeta Phi
Tennessee Tech University
Dan Fesler
Stacey Jolley
160
1984
50
Zeta Chi
University of North Carolina at
Greensboro
Jane Livingston
Melissa Hershberger
Joshua Jones
161
1984
31
Zeta Psi
Boise State University
Celia Renner
James Bird
Superior
162
1984
24
Zeta
Omega
Ball State University
Mark Myring
Justin Proctor
Superior
163
1984
40
Eta
Alpha
University of North Carolina at
Charlotte
Robert Guinn
Pat Mynatt
Michael Lucisano
Lisa Hardee
Superior
164
1984
42
Eta Beta
University of Texas at San Antonio
Cathy Cole
Paola Resendez
Amanda Arredondo
Superior
165
1984
8
Eta
Gamma
University of Louisville
William Stout
Samantha Abell
Superior
166
1985
21
Eta Delta
James Madison University
Sandra Cereola
Luis Betencourt
Meghan White
Superior
167
1985
16
Eta
Epsilon
Central Michigan University
Thomas Weirich
Emily Turbiak
Superior
168
1985
33
Eta Zeta
University of Dayton
Ron Burrows
Jennifer Creech
Susan Massey
Superior
169
1985
52
Eta Theta
University of Wisconsin – Milwaukee
Sheila Viel
Paul Fischer
Samantha Tess
170
1986
45
Eta Iota
Florida International University
Jimmy Carmente
Albert Tamayo
Marie Torossian
Superior
171
1986
30
Eta
Kappa
University of Tennessee
at Chattanooga
Melanie McCoskey
Courtney Edmondson
Superior
172
1986
9
Eta
Lambda
Idaho State University
Priscilla Reis
Xiaowen Mei
Lakyn DeRoche
Superior
Significantly Improved
Superior
173
1986
46
Eta Mu
St. John’s University
Patrick R. Collabella
Anthony Fanwick
174
1987
13
Eta Nu
Howard University
Jean Wells
Margaret Hicks
Violet Richardson
175
1988
16
Eta Xi
University of Michigan – Flint
Clement Chen
Keith Moreland
Stevn Mao
Distinguished
176
1988
16
Eta Omicron
Western Kentucky University
Richard Aldridge
Shari Henson
Brittney Chappell
Superior
177
1990
25
Eta Pi
University at Albany
Michelle Moshier
Samantha Cosenza
Superior
178
1990
13
Eta Rho
University of Tulsa
Tracy Manly
Dennis Hudson
Jessika McCarver
Distinguished
179
1990
8
Eta
Sigma
University of Louisiana at Monroe
Patti Roshto
Ashlyn Labat
Superior
180
1990
72
Eta Tau
Florida Atlantic University
Kimberly Dunn
Emmanuel Jourdan
Scarlet Lin
Superior
2010 Annual Report
27
Outstanding Chapter Awards and Chapter Information
28
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
181
1991
20
Eta
Upsilon
Loyola College in Maryland
Hong Zhu
Timothy Sugrue
182
1991
16
Eta Phi
Oakland University (Michigan)
Sandra Pelfrey
Karenya Miller
183
1991
4
Eta Chi
Montana State University
Robin Jarnagin
Shardae Johnson
Awards
Superior
184
1991
10
Eta Psi
Wright State University
Jim Greenspan
Jeremy Miller
Superior
185
1992
21
Eta
Omega
East Tennessee State University
Shelby Sparks
Paul Bayes
Jessica Falso
Distinguished
186
1992
5
Theta
Alpha
George Mason University
Connie Hylton
Bryant Le
Julia Ragan
187
1992
8
Theta
Beta
University of Texas at El Paso
Mary Stevens
Esther Robinson
Superior
188
1992
30
Theta
Gamma
Bentley College
Arthur Reed
Christina Beshaw
Superior
189
1993
21
Theta
Delta
Suffolk University
Tom Whalen
Bill Driscoll
Venessa Vey
Superior
190
1993
10
Theta
Epsilon
Indiana State University
Joseph Sanders
Lainey Pine
191
1993
24
Theta
Zeta
Millsaps College
Jane Collins
Angela Pesnell
192
1993
15
Theta Eta
Southeastern Louisiana University
Dean DiGregorio
Kristin Spano
Skyler Seal
193
1993
15
Theta
Iota
University of Baltimore
Phillip Korb
Stuart Aiken
194
1994
Theta
Kappa
University of Illinois at Chicago
Peter Chalos
Tim Seong
195
1994
23
Theta
Lambda
University of Central Arkansas
Stephanie Watson
Patricia Mounce
Kristin Vest
196
1994
80
Theta
Mu
Rutgers University – New Brunswick
Marjorie Yuschak
Patrick Chong
197
1994
19
Theta Nu
Fort Lewis College
Chris Lyon
Rick Gore
Rachel Lasiewicz
Superior
Superior
Superior
198
1994
45
Theta Xi
The University of New Mexico
Craig G. White
Thomas Helgeland
Superior
199
1994
21
Theta
Omicron
University of Nevada, Las Vegas
Tommy Moores
Stephanie Holland
Superior
200
1995
24
Theta Pi
Missouri State University
Carl Keller
George Schmelzle
Lindsey Brownsberger
Superior
201
1995
57
Theta
Rho
Binghamton University
Elliot Kamlet
Cody Grant
202
1995
26
Theta
Sigma
University of Colorado at Denver
Ann Martin
Jana Kellyova
203
1995
21
Theta
Tau
Weber State University
David Malone
Amanda Allred
204
1996
10
Theta
Upsilon
University of South Dakota
Srini Ragothaman
Stephanie Suhrbier
Superior
205
1996
36
Theta Phi
Western Washington University
David Zhu
Audrey Taylor
Jana Kellyova
Superior
206
1996
8
Theta
Chi
Duquesne University
Priscilla Austin
Dang Tran
Jessica Ferich
Distinguished
207
1996
22
Theta Psi
University of Northern Colorado
Allen McConnell
Emma Watson
Superior
208
1997
16
Theta
Omega
Eastern Illinois University
Tim Mills
Bill Wootton
Lisa Vahling
Superior
209
1997
28
Iota
Alpha
University of North Carolina
at Wilmington
William Kerler
David Mautz
Hanna Short
B ETA ALP HA P S I
Outstanding Chapter Awards and Chapter Information
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
210
1997
35
Iota Beta
Iowa State University
Diane Whittle
William Dilla
Kendra Laubenthal
Tyler Sulzberger
211
1997
16
Iota
Gamma
University of Idaho
K.D. Hatheway-Dial
Marla Kraut
Amber Hopf
Superior
212
1997
29
Iota
Delta
Gonzaga University
Gary Weber
Greta Hoffman
Superior
214
1997
14
Iota Zeta
Towson University
Charles Russo
David Sereno
Chris Nehus
Superior
Significantly Improved
215
1997
30
Iota Eta
California State University
San Bernardino
Janet Courts
Ronald Escobar
Victoria Roberts
216
1998
16
Iota
Theta
University of Alabama in Huntsville
Eugene Bryson
Andrew Spain
217
1998
14
Iota
Kappa
University of the Pacific
Stephen Wheeler
Cindy Eakin
Kristine Silva
Suet Ying Wong
218
1998
42
Iota
Lambda
Pace University
Charles Tang
Guilherme Santos
Wai Htoon
Superior/GOLD
219
1998
11
Iota Mu
University of Central Missouri
Janice Klimek
Jo Lynn Koehn
Kelsey Johnson
Crystal Anderson
Superior
220
1998
30
Iota Nu
University of Oklahoma
Carol Knapp
Jacob Hill
221
1998
74
Iota Xi
East Carolina University
Joseph Hagan
Douglas Schneider
Lucy Brenner
222
1998
3
Iota
Omicron
McNeese University
Michael Roach
Heather Fontenot
223
1998
21
Iota Pi
Salisbury University
Robert Dombrowski
Seth Young
Superior
224
1999
11
Iota Rho
University of Wisconsin Oshkosh
Steve Makar
Jennifer Blohm
Distinguished
225
1999
11
Iota
Sigma
Nicholls State University
Michele Guidry
Catherine Gaharan
Rayven Plaisance
226
1999
47
Iota Tau
Kennesaw State University
Mary Sheil
Rich Clune
Ashley Whitworth
Kate Ferguson
227
1999
9
Iota
Upsilon
University of Wisconsin – La Crosse
Kenneth Winter
Barbara Eide
Michelle Cody
Monica Endres
228
1999
29
Iota Phi
University of West Florida
Allen Frank
Michael Rosen
229
2000
44
Iota Chi
California State Polytechnic
University, Pomona
Rose Martin
William Foley
Roxanne Gutierrez
Superior
230
2000
38
Iota Psi
Fairfield University
Milo W.Peck, Jr.
JoAnn Drusbosky
Nicole Barone
Distinguished
231
2000
41
Iota
Omega
North Carolina State University
Roby Sawyers
Janice Wetherbee
Andrew Cantell
Carol Burton
232
2000
8
Kappa
Alpha
Morgan State University
Karen Robinson
Babila Galega
233
2000
57
Kappa
Beta
Grand Valley State University
Dori Danko
Rita Grant
Melissa de la Rosa
Lindsey Gilles
Superior
234
2000
32
Kappa
Gamma
Rutgers University - Camden
Troy Janes
Nathan Levison
Carissa O’Connor
Alyssa McCarthy
Distinguished
235
2000
22
Kappa
Delta
Illinois State University
Debbie Lindberg
Nicholas Jones
Jarrad Koon
236
2000
25
Kappa
Epsilon
Rider University
Drew Procaccino
Sharry Li
Sabrina Govindarajan
Alfred Russo
237
2001
31
Kappa
Zeta
St. John’s University – Staten Island
Campus
Patrick Colabella
Gina DeLauro
Distinguished
238
2001
14
Kappa
Eta
Texas State University-San Marcos
Sherry Ross
Irasis Tamayo
Superior
239
2001
18
Kappa
Theta
University of Louisiana at Lafayette
Suzanne Ward
Lauren Sonnier
Superior/GOLD
2010 Annual Report
Awards
Distinguished
29
Outstanding Chapter Awards and Chapter Information
30
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
240
2001
14
Kappa
Iota
Widener University
Nicole Santomero
Frank Lordi
Keith Lehman
241
2001
64
Kappa
Lambda
Southern Illinois University
Edwardsville
Allen Hunt
Kristofer Lafore
242
2001
16
Kappa
Mu
Sam Houston State University
Jan Taylor Morris
Justin Kelly
243
2001
37
Kappa
Nu
Truman State University
Laurie Turner
Kelly Peterson
Superior
244
2002
18
Kappa Xi
Youngstown State University
Raymond Shaffer
Ashley Tonkovich
Superior
245
2002
3
Kappa
Omicron
Long Island University – C.W. Post
Campus
Christie L. Comunale
Megan Cavea
Superior
246
2002
15
Kappa Pi
Samford University
Sharon Jackson
Taylor Marie Kardoes
Superior
247
2002
12
Kappa
Rho
Winthrop University
Michael Cornick
Charles Alvis
J. Evan Mitchell
Superior
248
2003
32
Kappa
Sigma
University of Michigan-Dearborn
Susan Baker
Barbara Bellaver
Superior
249
2003
42
Kappa
Upsilon
University of Pittsburgh
Madeleine Carlin
Jocelyn Kauffunger
Jonathan Kostuch
Superior
250
2003
26
Kappa
Phi
Marshall University
Amanda Thompson
Dallas Brozik
Tyler Rowland
Superior/GOLD
251
2003
15
Kappa
Chi
Western Illinois University –
Quad Cities
Martin Coe
Gretchen Schlund
Elizabeth Patrizi
253
2004
18
Kappa
Omega
Villanova University
Wayne Bremser
Robert Riley
254
2004
117
Lambda
Alpha
University of Kansas
Alee Phillips
Ryan Dreher
255
2004
27
Lambda
Beta
The University of Tampa
Mary Keener
Andrew Argue
Superior/GOLD
256
2004
15
Lambda
Gamma
Pittsburg State University
Gail Yarick
Amy Ster
Distinguished
257
2005
7
Lambda
Delta
Stetson University
Judson Stryker
Michael Bitter
Jacob Stafford
Bashorat Usmanova
258
2005
12
Lambda
Epsilon
Winston Salem State University
George Johnson
George Heilman
Demar Drummond
259
2005
16
Lambda
Zeta
SUNY Oswego
Florence Kirk
Laura Bea Murphy
260
2005
20
Lambda
Eta
Marist College
Greg Tully
Joseph Lombardi
261
2005
9
Lambda
Theta
South Carolina State University
Barbara Adams
Carl Curnell
262
2005
19
Lambda
Iota
Northern Michigan University
Kenneth Mullins
Mary Jeanne Rajala
Lorelei Peanosky
263
2005
34
Lambda
Kappa
Coastal Carolina University
John Mortimer
Joe Warther
Shawn Sines
Barry Long
Distinguished
264
2006
15
Lambda
Mu
University of Southern Indiana
Mehmet Kocakulah
Brian McGuire
Emily Shetler
Superior
265
2006
22
Lamda
Nu
Belmont University
Del DeVries
Alexa Karpinski
Distinguished
266
2006
20
Lambda
Xi
Elon University
Patty Cox
Linda Poulson
Todd Cash
Superior
267
2006
90
Lambda
Omicron
University of Texas at Dallas
Tiffany Bortz
Lauren Jobe
268
2006
25
Lambda
Pi
Manhattan College
Ahmed Goma
Kimberly Pappas
Superior
Distinguished
B ETA ALP HA P S I
Outstanding Chapter Awards and Chapter Information
Chapter
Number
Charter
Year
Number
of Initiates
FY 2010
Name
School Name
Faculty Advisor/
Co-Advisor
President
269
2006
20
Lambda
Rho
California State University, Stanislaus
Kim Tan
David Lindsay
Dale Krugger
270
2006
18
Lambda
Sigma
University of California, Los Angeles
Gordon Klein
Mariya Entina
271
2006
13
Lambda
Upsilon
Seattle Pacific University
Ross Stewart
Megan Winskill
272
2006
16
Lambda
Phi
Georgia College & State University
Catherine Whelan
Bryan Marshall
Lisa Redford
273
2007
18
Lambda
Chi
Niagara University
Alfonso Oddo
Rochelle Greek
274
2007
34
Lambda
Psi
Emporia State University
George Durler
Jason Seaton
Julian Rios
275
2008
34
Lambda
Omega
The University of Sydney – Australia
Pearl Rozenberg
Peter O’Neill
276
2008
25
Mu
Alpha
Ithaca College
Patricia Libby
Aaron Jones
277
2008
13
Mu Beta
College of Charleston
Michael C. Cipriano
Dana Garner
Matthew Pierce
Awards
Distinguished
Superior
278
2008
15
Mu Delta
Ohio Northern University
Dexter Woods
Jordan Miller
Distinguished
279
2008
18
Mu
Gamma
University of South Florida
St. Petersburg
Patricia Gaukel
Jennifer Perez
Jessica Brown
Superior
280
2009
4
Mu
Epsilon
Western New England College
John Coulter
Kristina LaBare
281
2009
18
Mu Zeta
Valdosta State University
Raymond Elson
Melanie Terwood
282
2009
44
Mu Eta
The College of New Jersey
Mark Nigrini
Seunghee Choi
Rebecca Bella
283
2009
14
Mu
Theta
Tennessee State University
Eva Jermakowicz
Lawrence Maples
Jonathan Eakes
284
2009
43
The
Auckland
Chapter
The University of Auckland
New Zealand
Julie Harrison
Brendon Potter
Salah Al-Chanati
Kajal Bajpai
Distinguished
285
2010
37
Mu Xi
The University of Texas at Tyler
Mark Washburn
Mary Fischer
Matt Lusty
Distinguished
286
2010
42
Mu
Lambda
Florida Gulf Coast University
Joseph C. Rue
Jacqueline R. Conrecode
Christopher Morton
Superior
287
2010
31
Mu Nu
University of Nebraska – Kearney
Janet Trewin
Matthew Bjornsen
288
2010
47
Mu Xi
Southeast Missouri State University
Rebecca Lohmann
Lucas Luckett
289
2010
63
Mu
Omicron
Washburn University
Richard Moellenberndt
Sadye Mages
Petitioning Chapters
Faculty Advisor
Co-Advisor
President
1357
Central Washington University
Ronald Tidd
Michael Tonge
1361
Adelphi University
Richard Baker
Ganesh Pandit
Natalie Venezia
Felix Sapini
1362
University of Washington Bothell
Ron Tilden
1363
Utah Valley University
James Bailey
1365
Xavier University
David Randolph
1366
Massey University
Asheq Rahman
1367
University of Hartford
J. Donald Warren, Jr.
1368
University of Massachusetts Dartmouth
Akinyloye Akindayomi
2010 Annual Report
Superior
Superior
Awards
Superior
Margaret Weidner
Laura Paulekas
31
New Chapter Installations
#285 - University of Texas at Tyler - Mu Kappa
37 Charter Members
Installing Officers – Andrew Bailey, President
and Lu Montondon, Chapter Advocate
#286 - Florida Gulf Coast University - Mu Lambda
42 Charter Members
Installing Officers – Nancy Nichols, Past President
and Patricia Poli, Chapter Advocate
#287 - University of Nebraska at Kearney - Mu Nu
31 Charter Members
Installing Officers – Nancy Nichols, Past President and
Patricia Poli, Chapter Advocate
#288 - Southeast Missouri State University - Mu Xi
47 Charter Members
Installing Officers – Teresa Conover, President Elect
and Scott Hobson, Chapter Advocate
#289 - Washburn University - Mu Omicron
63 Charter Members
Installing Officer – Teresa Conover, President Elect
and Scott Hobson, Chapter Advocate
32
B ETA ALP HA P S I
2009 Annual Meeting Winners
2009 Project Run With It
2009 Gold Challenge
sponsored by Moss Adams LLP
sponsored by KPMG
Winners
Arts & Business Council of New York
Max Billmyer
Marshall University – Kappa Phi
Todd Cash
Elon University – Lambda Xi
Winners
University of South Florida — Delta Gamma
Louisiana State University — Phi
University of Louisiana at Monroe — Eta Sigma
University of Washington — Delta
Pace University — Iota Lambda
Jana Kellyova
University of Colorado, Denver – Theta Sigma
University of Arkansas — Alpha Iota
Victoria Nael-Decierdo
University of Hawaii at Manoa – Delta Theta
San Diego State University — Beta Eta
Creative Alternatives of New York
Heather Beisswanger
University of South Florida – Delta Gamma
Rachel Lasiewicz
Fort Lewis College – Theta Nu
Jeff Reiter
Western Washington University – Theta Phi
Palms for Life Fund
Nikki Blaschko
University of Nebraska at Kearney – Petitioning
Igor Ryvkin
San Francisco State University – Beta Chi
Brittany Vetter
SUNY at Oswego – Lambda Zeta
August 2009, Brooklyn, N.Y.
SUNY at Buffalo — Zeta Theta
University of Oregon — Beta
Marquette University — Psi
Western Illinois University — Zeta Beta
University of Denver — Alpha Zeta
University of North Carolina at Charlotte — Eta Alpha
2009 Best
Practices Winners
sponsored by Deloitte
Service Learning: Using your Skills
to Help a Local Organization
1st Place: University of Central
Arkansas — Theta Lambda
Honorable Mention: University of
Washington — Delta
Honorable Mention: Emporia State
University — Lambda Psi
Developing Life Skills: Helping
Others Succeed
1st Place: University of Texas at El
Paso — Theta Beta
Honorable Mention: Pace University
Honorable Mention: Ohio University
Bradley University — Zeta Lambda
sponsored by Ernst & Young
Chapter Sustainability: The Future
Success of Your Chapter
1st Place: University of Tampa —
Lambda Beta
University of Iowa – Alpha Pi
Honorable Mention: University of
Oregon — Beta
2009 Diversity
Initiative Award
University of Washington – Delta
Pace University – Iota Lambda
Kent State University – Beta Psi
Honorable Mention: California State
University - Los Angeles — Beta
Lambda
2009 Medal
of Inspiration Winner
sponsored by the AICPA
Marilu Cruz
University of Washington, Delta Chapter
2010 Annual Report
33
Nancy C. Harke Executive Office
Dear Members,
This is the first time the Executive Office staff has been invited to contribute to the Beta Alpha Psi
annual report. I speak on behalf of Margie Fiorentino, Este Alicea-Rivera, and myself, in saying that
we are honored to be in our positions, serving our members and implementing the policies approved
by our board of directors who represent you. Our Executive Office is unusual in that it is housed
within the American Institute of CPAs. Through a contractual arrangement, we have three full-time
employees, plus we have an extended family of individuals who dedicate a portion of their time in
completing our business needs such as accounting, conference planning, graphic design, facilities
assistance, legal, and in many other ways. We are indebted to the generosity of the AICPA who
enables us to operate as though we are a large company while we do it with a very small staff.
Our daily activities are fairly typical of a small business: we answer many phone calls and emails
from you on every possibly topic. We also process your payments and transmit your nominations/
applications to the appropriate judging task force.
The Nancy C. Harke Executive Office
is operated under the direction of the Beta
Alpha Psi board of directors. Support for the
office is provided by the American Institute of
Certified Public Accountants (AICPA) under
the terms of an alliance that has allowed Beta
Alpha Psi to streamline the reporting process,
and to take advantage of may available
resources.
Contacting the Executive Office
Email:
[email protected]
Phone:
919.402.4044
Fax:
919.402.4040
Mail:
220 Leigh Farm Road
Durham, NC 27707
We support the Beta Alpha Psi board, which determines the strategic direction of the organization.
When a new competition is approved, it is our responsibility to work with our volunteers to
implement and mainstream it into our organization.
During the past few months, a task force of the board has been planning the launch of a Beta Alpha
Psi e-newsletter. Our staff supported the task force in many ways to enable us to use e-mail so that
the messages will not go straight to spam, updating our policies and procedures so that we are in
compliance with privacy practices, and developing a realistic production schedule. The PCA was
adjusted at the recommendation of our alumni representatives to encourage our chapters to help us
update our alumni database.
We prepare a budget that serves as a financial guide for what we expect in the upcoming year. We
update it periodically since most of what happens is a result of your efforts to keep our chapters very
active. We have an annual review of our internal controls by the AICPA Internal Audit team to make
sure they comply with current standards. Though our books and financial records are not more complex
than those in a basic accounting course, our statements need review and there are adjustments and
corrections that take place throughout the year. We have an annual audit by J.H. Cohn and its auditors
request analyses and ask incisive questions related to our current and future plans.
As I write this, we are getting to the final stages of planning our upcoming annual conference in San
Jose, CA. We work with volunteer conference chairs and other volunteers responsible for various
segments of the conference. I hope you have noticed that our conference website is contemporary
and much more user friendly. In the fall, we invited your chapter to participate in our operations
sessions. The Advisory Forum and its representatives will be the presenters in our professional
sessions. At the request of the board, the BAP staff has helped generate new revenue sources to help
cover the increasing costs of the conference. We want your experience in San Jose to be memorable
and professional.
We welcome Kathleen Horton, CMP, and Beth Woloski, members of the AICPA Meetings and
Conferences team, who took over the leadership of our conference planning function at the end
of April 2010. They and their colleagues will be responsible for booking hotels for our regional and
annual meetings, negotiating contracts, working with our annual and regional meeting planning
teams, and fulfilling the other responsibilities of being conference planners. We acknowledge and
thank Yolanda Hamer, who served as Beta Alpha Psi’s first full-time conference planner for almost
four years and wish her good luck in her new position.
In closing, we’d like to thank the board of directors, the faculty advisors, the chapter officers who
tirelessly plan and run the activities, and our members. We had a very successful 2009-10 year and plan
to build on it during 2010-11 and in future years.
Yours truly,
Dassie Baum, Executive Director
34
2010 Annual Report
B ETA ALP HA P S I 34
Nancy C. Harke Executive Office
Hadassah (Dassie) Baum is responsible for the operation of the Nancy C. Harke Executive Office, the
coordination of board and Forum meetings, finance and internal technology for Beta Alpha Psi. In November
2006, she relocated to North Carolina to establish BAP’s new office in Durham.
Before becoming the Executive Director of BAP, Baum was a technical manager for the AICPA’s new finance
team and served as the Director of Academic Development for the Institute of Management Accountants.
She has a variety of experience in public accounting, industry and education.
Hadassah Baum (Dassie)
Executive Director
Her educational background includes being a CPA, CMA and CAE (Certified Association Executive). Baum
received an M.B.A. degree from New York University and a B.S. in accounting from Brooklyn College.
Dassie and her husband Avi, reside in Raleigh, N.C. Besides exploring her new neighborhood, she enjoys
swimming, entertaining, reading, crossword puzzles and community involvement.
Margaret Fiorentino is the primary point of contact for BAP. She handles all phone and e-mail
inquiries from Faculty Advisors and Chapter Officers and sends out chapter communications. Her
duties include maintaining the BAP website and the Reporting Intranet, distributing membership
certificates, and fulfilling chapter supply requests. Fiorentino also is responsible for overseeing the
preparation of the annual report and updating the chapters with the annual meeting details. She
also works closely with the board of directors and new petitioning chapters.
Margaret is a graduate of The City College of New York with a bachelor’s degree in Liberal Arts. Margie
is happily married to Peter and they reside in Chapel Hill, N.C.
Margaret Fiorentino
Chapter Services Specialist
Esteban Alicea-Rivera has more than 11 years experience producing various websites, web-based
e-learning and web-based applications in academic, corporate and government work environments.
Most recently he worked as a Web Designer Developer with MetaMetrics, Inc. In addition, he helped
develop the U.S. Equal Employment Opportunity Commission website to exceed section 508 accessibility
compliance and created EEOC’s Spanish-language website. In the past, Alicea-Rivera has developed
backend e-learning modules for the pharmaceutical industry, Uniformed Services University of the Health
Sciences and Military Medicine and the U.S. Navy Seals. Alicea-Rivera lives in Apex, N.C. with his wife,
Stefanie, and his eight-year-old son, Stephen, who wants to be a paleontologist when he grows up.
Esteban Alicea-Rivera
Web Designer
Kathleen Horton is the Conference Manager for the 2010 Beta Alpha Psi Annual Conference. She is
the primary contact for all operations and logistics questions. She is working closely on the transition of
information to the new Event & Meetings team for BAP.
Kathleen is a graduate of the University of Georgia and has worked for the AICPA for 4 years.
Kathleen Horton
Conference Manager
Meetings & Conferences - AICPA
Beth Woloski joined the AICPA in February 2007. As Manager, Meetings & Events, she manages all logistical
aspects of the Beta Alpha Psi regional meetings, board meetings, as well as assists with the 2010 Annual
Conference. In addition to Beta Alpha Psi, Woloski is also responsible for the management of the logistical
planning of AICPA’s external committee meetings and non-revenue generating conferences and events.
Upon graduation from North Carolina State University, Woloski worked for a meeting planning company.
She returned to school to obtain her North Carolina Teaching License, teaching middle school Language
Arts for several years.
Beth Woloski
Manager of Meetings & Events
Meetings & Conferences - AICPA
2010 Annual Report
Woloski lives in Raleigh, NC where she is an avid marathon runner and recently completed her first ultramarathon. She also enjoys volunteering, as well as baking/decorating cakes.
35
Financial Statements
Report of Independent Public Accountants
To the board of directors
Beta Alpha Psi
We have audited the accompanying statements of financial position of
Beta Alpha Psi as of April 30, 2010 and 2009, and the related statements
of activities and cash flows for the years then ended. These financial
statements are the responsibility of the Organization’s management. Our
responsibility is to express an opinion on these financial statements based
on our audits.
We conducted our audits in accordance with auditing standards generally
accepted in the United States of America. Those standards require that we
plan and perform the audit to obtain reasonable assurance about whether
the financial statements are free of material misstatement. An audit
includes examining, on a test basis, evidence supporting the amounts and
disclosures in the financial statements. An audit also includes assessing the
accounting principles used and significant estimates made by management,
as well as evaluating the overall financial statement presentation. We
believe that our audits provide a reasonable basis for our opinion.
In our opinion, the financial statements referred to above present fairly,
in all material respects, the financial position of Beta Alpha Psi as of April
30, 2010 and 2009, and the changes in its net assets and cash flows for
the years then ended, in conformity with accounting principles generally
accepted in the United States of America.
J.H. Cohn, LLP
Roseland, New Jersey
June 16, 2010
36
B ETA ALP HA P S I
Financial Statements
Statements of Financial Position
Years Ended
April 30, 2010
April 30, 2009
$1,037,837
$915,673
304,213
215,802
58,410
47,936
Current assets
Cash and cash equivalents
Investments
Accounts receivable
Prepaid expenses and other assets
Totals
35,611
10,118
$1,436,071
$1,189,529
115,839
199,254
25,569
4,912
$1,577,479
$1,393,695
$88,621
$114,810
41,052
34,662
129,673
149,472
1,350,506
1,181,823
Long term assets
Investments
Web site development, net of
accumulated amortization
$156,523 and $151,900
Totals
Liabilities
Accounts payable
Unearned revenue
Total Liabilities
Net assets
Unrestricted
Temporarily restricted
Total net assets
Totals
97,300
62,400
1,447,806
1,244,223
$1,577,479
$1,393,695
Statements of Cash Flows
Years Ended
April 30, 2010
April 30, 2009
$203,583
$45,018
Operating activities
Change in net assets
Adjustments to reconcile change in net assets to net cash provided by
(used in) operating activities:
Amortization
4,623
Loss on disposition of website
development costs
16,878
38,672
Changes in operating assets and liabilities:
Accounts receivable
(10,474)
27,188
Prepaid expenses and
other assets
(25,493)
(528)
Accounts payable
(26,189)
(84,072)
6,390
17,717
152,440
60,873
(25,280)
(13,129)
Unearned revenue
Net cash provided by
operating activities
Investing activities:
Capital expenditures
Purchase of investments
(4,996)
(221,991)
(30,276)
(235,120)
Net increase (decrease) in cash and
cash equivalents
122,164
(174,247)
Cash and cash equivalents,
beginning of year
915,673
1,089,920
$1,037,837
$915,673
Net cash used in investing activities
Cash and cash equivalents,
end of year
See Notes to Financial Statements.
2010 Annual Report
37
Financial Statements
Statements of Activities
Years Ended
April 30, 2010
April 30, 2009
$ 642,818
$ 557,361
181,000
185,200
Changes in unrestricted net assets
Revenue and support:
Initiation fees
Associates program contributions
Chapter maintenance fees
53,905
52,475
Annual student convention
217,862
209,650
Charter and petition fees
8,000
7,990
135,188
132,355
6,652
17,815
Contributed services
149,639
127,029
Net assets released from
restrictions
149,341
136,925
16,167
20,513
1,560,572
1,447,313
384,905
355,079
37,357
41,415
9,498
9,959
Regional meetings
Interest income
Miscellaneous
Total unrestricted
revenue and support
Expenses
Annual student convention
Board of directors meetings
Chapter installations and
visitations
Banners and gavels
Regional meetings
Superior chapter awards
4,367
4,425
306,176
320,026
31,125
53,050
Best practice awards
27,250
26,275
Diversity awards
10,000
10,000
Faculty advisor awards
25,000
30,000
Gold Challenge awards
35,966
Project Run With It awards
Miscellaneous
Total program expenses
General and administrative
Total expenses
Change in unrestricted net assets
10,000
10,000
6,655
7,337
$888,299
$867,566
503,590
498,804
$1,391,889
$1,366,370
168,683
80,943
184,241
101,000
(149,341)
(136,925)
34,900
(35,925)
Change in temporarily restricted net assets:
Contributions
Net assets released from
restrictions
Change in temporarily restricted
net assets
Change in net assets
Net assets, beginning of year
Net assets, end of year
203,583
45,018
1,244,223
1,199,205
$ 1,447,806
$1,244,223
See Notes to Financial Statements.
38
B ETA ALP HA P S I
Financial Statements
Note 1 — Purpose and summary
of accounting policies:
Purpose: Beta Alpha Psi (the “Organization”) is
organized and operated for the encouragement and
recognition of scholastic and professional excellence
in the fields of finance, accounting and information
systems. The Organization’s objectives are
accomplished through the activities of its chapters.
Financial resources to promote these activities are
provided by the chapters and various public and
private firms.
Accounting method: The accompanying financial
statements are prepared on the accrual basis of
accounting.
Use of estimates: The preparation of financial
statements in conformity with accounting principles
generally accepted in the United States of America
requires management to make estimates and
assumptions that affect certain reported amounts
and disclosures. Accordingly, actual results could
differ from those estimates.
Cash and cash equivalents: The Organization
considers instruments with an original maturity of
three months or less when purchased to be cash
equivalents. As of April 30, 2010 and 2009, the
Organization’s cash equivalents consisted primarily
of short-term U.S. treasury obligations and money
market funds.
Investments: Short and long-term investments for
the years ended April 30, 2010 and 2009 consist
of certificates of deposit with varying maturity
lengths. Certificates of deposit with maturities
of greater than three months, but less than one
year are considered short-term. Certificates of
deposit greater than one year are considered held
long-term.
2010 Annual Report
Concentrations of credit risk: Financial
instruments which potentially subject the
Organization to concentrations of credit risk consist
of cash and cash equivalents. The Organization
maintains its cash and cash equivalents in
account balances, which may at times exceed
the insured amount under the Federal Deposit
Insurance Corporation (“FDIC”). As of April 30,
2010 and 2009, the Organization’s cash balance
exceeded the current insured amount under
FDIC by approximately $173,000 and $166,000,
respectively. Cash equivalent amounts invested in
a Sweep Investment Account (“Sweep Account”),
collateralized by U.S. Government securities, are not
insured nor guaranteed by the FDIC. As of April 30,
2010 and 2009, the balance in the Sweep Account
was $905,000 and $0, respectively.
Accounts receivable: Credit risk with respect
to accounts receivable is limited because
the Organization deals with a large number
of members in a wide geographic area. The
Organization closely monitors the extension of
credit to its members. On a periodic basis, the
Organization evaluates its accounts receivable
and establishes an allowance for doubtful
accounts, based on a history of past write-offs
and collections and current credit considerations.
Consequently, as of April 30, 2010 and 2009, the
Organization has no significant concentrations of
credit risk. As of April 30, 2010 and 2009, there
is no allowance for doubtful accounts established
as management believes that all amounts are
collectible.
Web site development costs: All costs incurred
in planning the development of a web site are
expensed as incurred. Costs, other than general
and administrative and overhead costs, incurred
in the web site application and infrastructure
39
Financial Statements
development stage, which involves acquiring
or developing hardware and software to
operate the web site, are capitalized. Fees
paid to an Internet service provider for
hosting a web site on its server(s) connected
to the Internet are expensed over the
estimated period of benefit. Other costs
incurred during the operating stage, such
as training, administration and maintenance
costs, are expensed as incurred. Costs
incurred during the operating stage for
upgrades and enhancements of a web site
are capitalized if it is probable that they will
result in added functionality. Capitalized web
site development costs are amortized on a
straight-line basis over their estimated useful
life. The unamortized costs remaining as of
April 30, 2010 and 2009 represent salary and
outsourced costs associated with new site
development and enhancements.
Fair value measurements: The
Organization adopted the fair value
accounting standard as of the beginning of
its 2010 fiscal year. The accounting standard
for fair value establishes a framework for
measuring fair value and expands disclosures
about fair value measurements.
Net assets: The Organization’s financial
resources have been combined into two net
asset classes (unrestricted and temporarily
restricted) based upon stipulations imposed
by donors. Unrestricted net assets include
expendable resources over which the
Organization’s Board of Directors has
discretionary control and are used to
carry out the Organization’s operations in
accordance with its by-laws. Temporarily
restricted net assets include resources
expendable only for those purposes specified
40
by a donor or grantor. The restrictions are
satisfied by specific expenditures of the
Organization.
Contributed services: The Organization
recognizes contribution revenue for certain
contributed services received at the fair value
of those services. Those services include
facilities and organizational support valued
at $109,639 and $97,029 for the years
ended April 30, 2010 and 2009, respectively,
furnished by the American Institute of
Certified Public Accountants. See Note 5 for
additional services provided by the American
Institute of Certified Public Accountants. In
addition, a significant amount of time, for
which no value has been assigned as it does
not meet the criteria for recognition, was
volunteered by professors and students to
the activities of the Organization.
Contributed property and fixtures:
Contributed property and fixtures are
recorded at fair value at the date of
donation. If donors stipulate the use of the
assets, the contributions are recorded as
restricted support. In the absence of such
stipulations, contributions of property and
fixtures are recorded as unrestricted support.
No contributed property or fixtures were
donated for the years ended April 30, 2010
and 2009.
Revenue recognition: Revenue from
initiation and chapter maintenance fees are
recorded in the period the fees are due.
Contributions as well as charter and petition
fees are recognized in the period received.
Revenue received from the annual student
convention, regional meetings, and other
conferences is recognized in the period in
which the event occurs.
B ETA ALP HA P S I
Financial Statements
New accounting
pronouncements:
Income taxes: The Organization adopted
the new accounting for uncertainty in
income taxes guidance on May 1, 2009.
The adoption of that guidance did not result
in the recognition of any unrecognized
tax benefits and the Organization has no
unrecognized tax benefits at April 30, 2010.
The Organization’s U.S. Federal income tax
returns prior to fiscal year April 30, 2007
are closed and management continually
evaluates expiring statutes of limitations,
audits, proposed settlements, changes in tax
law and new authoritative rulings.
As of April 30, 2010, the Organization did
not recognize any interest and penalties
associated with tax matters.
Subsequent events: In May 2009, the
Financial Accounting Standards Board
(“FASB”) issued authoritative guidance
regarding subsequent events that provides
guidance as to when an entity should
recognize events or transactions occurring
after the statement of financial position
date in its financial statements and the
necessary disclosures related to these events.
The Organization adopted the provisions
of this guidance for the fiscal year ended
April 30, 2010 and the adoption of this
guidance did not have a material impact
on the Organization’s financial statements.
The Organization has evaluated subsequent
events through June 16,2010, the date which
the financial statements were available to be
issued.
Codification: In June 2009, the FASB
issued authoritative guidance regarding
2010 Annual Report
accounting standards codification and the
hierarchy of generally accepted accounting
principles (“GAAP”). This guidance has
become the source of the authoritative U.S.
GAAP recognized by the FASB and applied
by nongovernmental entities. This guidance
was effective for financial statements issued
for interim and annual periods ending after
September 15, 2009. The Organization
adopted the provisions of this guidance for
the fiscal year ended April 30, 2010 and
the adoption of this guidance did not have
a material impact on the Organization’s
financial statements.
Reclassifications: Certain accounts in
the 2009 financial statements have been
reclassified to conform with the current
year’s presentation.
Note 2 — Investments:
Investments consist of the following:
2010
2009
Certificates of deposit –
short term
$304,213
$215,802
Certificates of deposit –
long term
115,839
199,254
$420,052
$415.056
Total FAIR VALUE
The fair value of the certificates of deposit
approximates cost.
Investment income consists of interest income
of $6,652 and $17,815 in 2010 and 2009,
respectively.
Note 3 — Fair value
measurements:
As stated in Note 1, on May 1, 2009,
the Organization adopted the fair value
accounting standard to value its financial
41
Financial Statements
assets and liabilities. Fair value is based on
the price that would be received to sell an
asset or paid to transfer a liability in an orderly
transaction between market participants at
the measurement date. In order to increase
consistency and comparability in fair value
measurements, the fair value accounting
standard establishes a fair value hierarchy that
prioritizes observable and unobservable inputs
used to measure fair value into three broad
levels, which are described below:
Level 1: Quoted prices (unadjusted) in
active markets that are accessible at the
measurement date for identical assets or
liabilities. The fair value hierarchy gives the
highest priority to Level 1 inputs.
Level 2: Observable inputs other than
Level 1 prices such as quoted prices for
similar assets or liabilities; quoted prices
in inactive markets; or model-derived
valuations in which all significant inputs are
observable or can be derived principally
from or corroborated with observable
market data.
Level 3: Unobservable inputs are used
when little or no market data is available.
The fair value hierarchy gives the lowest
priority to Level 3 inputs.
In determining fair value, the Organization
utilizes valuation techniques that maximize
the use of observable inputs and minimize
the use of unobservable inputs to the extent
possible as well as considers counterparty
credit risk in its assessment of fair value.
Financial assets carried at fair value at April 30,
2010 are classified in the table below in one of
the three categories described above:
42
Fair Value Measurements Using
Quoted Prices in
Active Markets
for Identical
Instruments
(Level 1)
Total
Certificates of deposit
$420,052
$420,052
Total ASSETS MEASURES
AT FAIR VALUE
$420,052
$420,052
Investments in certificates of deposit are
valued using market prices on active markets
(Level 1). Level 1 instrument valuations
are obtained from real-time quotes for
transactions in active exchange markets
involving identical assets.
The preceding methods described may
produce a fair value calculation that may
not be indicative of net realizable value or
reflective of future fair values.
Note 4 — Temporarily
restricted net assets:
Temporarily restricted net assets were released
from restrictions in fiscal 2010 and 2009 in
fulfillment of the following purposes:
Best practice awards
Faculty advisor awards
2009
2008
$ 27,250
$26,275
25,000
30,000
Superior chapter awards
31,125
50,600
Diversity awards
10,000
10,000
Project Run With It
awards and program
expenses
20,000
20,000
Gold Challenge awards
35,966
Teresa and James
Conover
Totals
50
$149,341
$136,925
Since fiscal year 2001, Deloitte has been a
sponsor of the Best Practices program intended
to encourage students to develop and execute
B ETA ALP HA P S I
Financial Statements
programs that promote awareness and student
involvement in projects that exemplify values
shared by Beta Alpha Psi and Deloitte. Deloitte
sponsors the awards for the Best Practices
competitions held at both the Regional and
Annual meetings. Since fiscal year 2008,
McGladrey & Pullen LLP has sponsored the
annual program awarding the outstanding
chapter faculty advisors. During fiscal 2010
there were a total of five (5) awards given to
faculty advisors.
KPMG is the sponsor of the Superior Chapter
Award Program. Beta Alpha Psi’s objectives
are accomplished through the activities of
its individual chapters. As such, activities of
each chapter are evaluated annually through
a report of each chapter. The Organization
designates outstanding chapters with a
Superior Chapter award in accordance with the
program for chapter activities.
Beginning in fiscal 2010, KPMG also sponsored
the Gold Challenge awards and related
expenses for those chapters that go above and
beyond what is required to become a Superior
Chapter. During fiscal 2010 there were a total
of fourteen (14) awards given to chapters.
Ernst & Young will provide an annual award for
up to ten chapters who have made an impact
on “diversity” within Beta Alpha Psi and/or their
respective school/community. During fiscal
2010, four (4) awards were given to chapters.
Since fiscal 2009, Moss Adams LLP has
sponsored Project Run With It competition
awards and program expenses that provided
each individual on the first-place team with
a plaque and their chapter also receives an
award. During fiscal 2010, ten (10) awards were
given to chapters.
2010 Annual Report
All temporarily restricted net assets are
restricted for use for specific program activities
in future periods.
Temporarily restricted net assets as of the end
of the fiscal year consist of funds restricted for
the following purposes:
Best practice awards
Faculty advisor awards
Superior chapter awards
2010
2009
$39,350
$6,600
13,800
13,800
2,150
Diversity awards
22,000
22,000
Project Run With It
awards and program
expenses
20,000
20,000
$97,300
$62,400
Totals
Note 5 – Related party:
General and administrative expenses include
charges from the American Institute of
Certified Public Accountants for payroll and
benefits, consistent with an annual agreement,
which amounted to $284,503 and $233,501
for the years ended April 30, 2010 and 2009
respectively. At April 30, 2010 and 2009, the
Organization owed the American Institute
of Certified Public Accountants $35,189 and
$58,891, respectively, which is included in
accounts payable.
Note 6 – Tax status:
The Organization is a not-for-profit agency
exempt from Federal income tax under Section
501 (c)(3) of the Internal Revenue Code and
has been classified as a charitable organization
qualifying for the maximum charitable
contribution deduction by donors.
43
Past Presidents of BETA ALPHA PSI
The International Honors Organization for Business
Information Professionals
44
Term Name Affiliation
Term Name Affiliation
1919 – 1924 Hiram T. Scovill Illinois
1970 – 1971 Charles W. Taylor
Mississippi
1924 – 1927 Eric L. Kohler Chicago, IL
1971 – 1972 Robert S. Wasley
Colorado
1927 – 1929 A.C. Littleton Illinois
1972 – 1973 Harold L. Royer
Miami (Florida)
1929 – 1930 William E. Cox Washington
1973 – 1975 Hollis A. Dixon
Arizona
1931
Jacob B. Taylor
Ohio State
1975 – 1976 Robert S. Maust
West Virginia
1932
F.W. Woodbridge Southern California
1976 – 1977 Fred J. Mueller
Washington
1933 – 1934 John T. Madden New York
1977 – 1978 Doris M. Cook
Arkansas
1935 – 1936 Charles F. Schlatter Illinois
1978 – 1979 Thomas J. Burns
Ohio State
1937
C. Aubrey Smith Texas
1979 – 1980 James W. Pattillo
South Bend, IN
1938
H.J. Ostlund
Minnesota
1980 – 1981 Joyce C. Dean
Baylor
1939
W.E. Karrenbrock California
1981 – 1982 Henry R. Anderson
CSU, Fullerton
1940
Fayette H. Elwell Wisconsin
1982 – 1983 Jack E. Kiger
Tennessee
1941
Hermann C. Miller Ohio State
1983 – 1984 Richard W. Metcalf
Nebraska-Lincoln
1941
George E. Bennett Syracuse
1984 – 1985 David E. Tinius
Seattle
1942 – 1947 James McConahey Washington
1985 – 1986 Richard J. Murdock
Ohio State
1947 – 1948 Hazen W. Kendrick Colorado
1986 – 1987 Joe R. Fritzemeyer
Arizona State
1948 – 1949 Thomas M. Dickerson Case Western Reserve
1987 – 1988 Jan R. Williams
Tennessee
1949 – 1950 William E. Dickerson Ohio State
1988 – 1989 William R. Welke
Western Michigan
1950 – 1951 Gould L. Harris
New York
1989 – 1990 Donald L. Tang
Portland State
1951 – 1952 John Arch White Texas
1990 – 1991 Larzette G. Hale
Brigham Young
1952 – 1953 C.C. Staehling
California
1991 – 1992 H. Ronald Pitt
Northern Arizona
1953 – 1954 S.M. Wedeberg
Maryland
1992 – 1993
Howard P. Sanders
South Carolina
1954 – 1955 J.C. Gibson
Wisconsin
1993 – 1994
F. Eugene Butts
Appalachian State
1955 – 1956 A.J. Penz
Alabama
1994 – 1995
Clifford Skousen
Utah State
1956 – 1957 Wayne E. Shroyer Denver
1995 – 1996
Frederick Richardson
Virginia Tech
1957 – 1958 William B. Jencks Ohio State
1996 – 1997
Penelope Yunker
Western Illinois
1958 – 1959 Willard E. Stone
Pennsylvania
1997 – 1998
Willard Galliart
Loyola University - Chicago
1959 – 1960 Nolan E. Williams
Arkansas
1998 – 1999
Sam Vitkoski
BDO Seidman, LLP
1960 – 1961 Robert H. Van Voorhis
Louisiana State
1999 – 2000
Bernie Milano
KPMG LLP
1961 – 1962 Herbert E. Miller
Michigan State
2000 – 2001
Diane Pattison
University of San Diego
1962 – 1963 C. Rollin Niswonger
Miami (Ohio)
2001 – 2002
W. Steve Albrecht
Brigham Young University
1963 – 1964 Emerson Henke
Baylor
2002 – 2003
Dennis R. Reigle
Arthur Andersen
1964 – 1965 Julius Roller
Washington
2003 – 2004
T. Sterling Wetzel
Oklahoma State University
1965 – 1966 Vern H. Vincent
West Virginia
2004 – 2005
Donna Street
University of Dayton
1966 – 1967 Wilton T. Anderson
Oklahoma State
2005 – 2006
Karen Pincus
University of Arkansas
1967 – 1968 Leon E. Hay
Indiana
2006 – 2007
Kenneth Bouyer
Ernst & Young LLP
1968 – 1969 Vern E. Odmark
San Diego State
2007 – 2008
Stephanie Bryant
University of South Florida
1969 – 1970 Harvey E. Donley
Bowling Green State
2008 – 2009
Nancy B. Nichols
James Madison University
B ETA ALP HA P S I
2010 Annual Report
45
220 Leigh Farm Road Durham, NC 27707-8110
Phone: 919.402.4044 • FAX: 919.402.4040 • Email: [email protected]rg • bap.org
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