The Bridge to Our Future

Transcription

Beta Alpha Psi
Annual Report 2011
The Bridge to Our Future
Mission Statement
Beta Alpha Psi is a not-for-profit 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.
The International Advisory Forum, Associates and Affiliates Program
In 1974, Beta Alpha Psi organized the International Advisory Forum. The Forum consists of leaders from professional service
firms, industry and government. The Forum members support and directly assist numerous projects and meetings to further
the objectives of Beta Alpha Psi.
Through the advice and assistance of the International Advisory Forum, Beta Alpha Psi instituted the Associates Program
in 1981. 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 Associates Program are given equal recognition for each event or project supported by the Associates’ funds.
The International Affiliates contribute their time as individual members of the International Advisory Forum and the support
of the not-for-profit organizations they represent.
International Associates for 2010-2011
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 USA, LLP
• Becker Professional Education
• Bisk Education
• Chevron Corporation
• CPAexcel Exam– Review
• Deloitte
• Ernst & Young LLP
The Association of Government Accountants
The Institute of Internal Auditors
IMA
International Association for Accounting Education & Research
National Association for State Boards of Accountancy
The Regional Associates:
• Fifth Third Bank
• The California Society
of Certified Public Accountants
• Grant Thornton LLP
• Illinois CPA Society
• Internal Revenue Service
• Indiana CPA Society
• Kaplan CPA Review
• Kansas Society of CPAs
• KPMG LLP
• Kentucky Society of CPAs
• McGladrey
• New York State Society of CPAs
• Moss Adams LLP
• Texas Society of CPAs
• Office of the Comptroller of the Currency
• PricewaterhouseCoopers LLP
• Protiviti
• Wisconsin Institute of Certified Public Accountants
• Washington Society of CPAs
Table of Contents
President’s Letter
2–3
Board of Directors
4–7
Chapter Advocates
7
International Advisory Forum
Business Information Professional of the Year Awards
10 – 11
Outstanding Dean Award
12
Outstanding Faculty Advisors
13
2011 Regional Meetings
14
2012 Regional Meeting Schedule
14
Regional Best Practices 2011
15
Outstanding Chapter Awards and Chapter Information
2011 Annual Report
8–9
16 – 25
New Chapter Installations
26
2010 Annual Meeting Winners
27
International Scholars
28 – 31
Nancy C. Harke Executive Office
32 — 33
Financial Statements
34 – 40
In Memory ...
41
Past Presidents
42
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Greetings to Students, Faculty Advisors, Board Members, and Advisory Forum Members,
It has been an outstanding year for Beta Alpha Psi. Our theme for the 2010-2011 year was “The Bridge to Our Future.”
The focus of the regional meetings and the annual meeting was on helping our members develop the knowledge,
skills, and attitudes needed to go from being an outstanding student to a successful professional. Our core values
include the following:
Building relationships with peers
and professionals
Recognizing and rewarding
scholastic success
Our new initiatives also include one new award and one
new competition. The award is the Outstanding Dean
Award. The recipient of the first Outstanding Dean Award
is Dr. Gail Naughton from San Diego State University.
The new competition is the Ethics Award, which will be
Instilling commitment to lifelong
professional development
awarded to a chapter(s) for the first time this year. This
Developing leadership skills
We continue the initiative of international expansion.
Giving back to the community
through service
Encouraging ethical behavior
competition is sponsored by Grant Thornton.
It turns out that our great BAP model is very popular in
an international economy. We continue to expand in the
Oceania Region with the Massey University installation
in New Zealand and new petitioning chapters. I was
fortunate to be able to attend the first Oceania regional
This year we welcomed more than 12,000 new
meeting in Sydney, Australia, in April 2010, hosted by
candidates. We also installed four new chapters
the University of Sydney. The second Oceania regional
including: Xavier University (Mu Rho), Utah Valley
meeting was hosted by the University of Auckland in
University (Mu Pi), Massey University, Auckland,
April 2011.
New Zealand (The Massey Chapter), and Adelphi
University (Mu Upsilon). We hope to welcome the
following petitioning chapters soon: Central Washington
University, University of Washington Bothell, University
of Massachusetts Dartmouth, University of Hartford, St.
Mary’s University, Radford University, Roger Williams
University, North Georgia State University, Stonehill
College, University of California, Irvine, and the University
of Technology, Sydney, Australia.
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We continue to recognize outstanding chapters,
individuals, business professionals, and faculty advisors
through our ongoing competitions and awards. We
honor the outstanding chapters and Gold Chapter
Challenge Award winners with awards sponsored by
KPMG LLP and the KPMG Foundation. KPMG LLP and
the KPMG Foundation also sponsor the Community
Service Day events. Deloitte continues to encourage
excellence in sponsoring the Best Practice Awards at
We have realized some new initiatives this year. We
both the regional and annual meetings. The AICPA
published our first three electronic newsletters for
inspires us through the Medal of Inspiration. McGladrey
members and alumni. This was spearheaded by our
rewards continued excellence in Faculty Advisors by
Alumni Representatives this year and last. Sincere
sponsoring the Outstanding Faculty Advisor Awards.
thanks to Annie Boudreau, Brad Schulz, Andy Kaestle,
Moss Adams continues the Project Run-With-It for the
Andy Bailey, Margaret Fiorentino, and Esteban Alicia-
fourth year. This successful case competition, which
Rivera. Without the diligent work of these dedicated
provides real solutions for not-for-profit organizations,
Beta Alpha Psi believers, the newsletter would not have
becomes more competitive each year. Ernst & Young
been possible. We also introduced the BAP Alumni
sponsors the Diversity Awards. The chapters that
Portal. Thanks also go to the past and present Alumni
nominate the winning Business Information Professional
Representatives for this wonderful effort to keep life-long
of the Year awards will now receive a grant from
alumni members involved.
the Institute of Management Accountants. The IRS
B ETA ALP HA P S I
also continues to sponsor the VITA awards. We
Thank you to our Advisory Forum Members and
are thrilled to be able to offer these real-world
Associates for both their generous financial support
competitions and awards to our students each year
and the time they dedicate to our students.
and thankful to the continued sponsorship of our
Advisory Forum Members.
Thanks go to the Board members who give
My heartfelt thanks go to the Faculty Advisors for
Alpha Psi. We do this because we believe in the ideals
their continued dedication to the students. Without
of Beta Alpha Psi and cherish the opportunity to help
your guidance and dedication, the students would
our student develop into successful professionals. The
not be able to accomplish what they accomplish.
Board continues to advance and refine the strategic
You are the unsung heroes of the organization. As a
plan. Last year we formed task forces to further the
past advisor myself, I understand the dedication and
strategic plan goals on an operational basis. Thanks
time it takes to do a great job.
also go to the Chapter Advocates who are the “go
I also want to thank the students who have
collectively given thousands of hours of your time
countless hours of their busy time to dedicate to Beta
to” people for the Faculty Advisors. The CAs are also
instrumental in running the regional meetings.
to Beta Alpha Psi. You are the reason we are all here.
I would also like to thank the staff and management
I hope you have benefited from your dedication
of our partner organization, the AICPA. The AICPA
to Beta Alpha Psi. I hope you have developed as
generously donates time and contributed services
a person, honed your leadership skills, and have
to BAP.
realized the value of giving back. You are fortunate
to be able to be part of such an outstanding
organization. Your enthusiasm, creativity and
motivation are testament to the quality of students in
Beta Alpha Psi. We are all rooting for your continued
success. Our established chapters continue to do
a great job. We will recognize 139 Superior and
37 Distinguished Chapters.
Our Executive Office staff members are the best
Finally, I want to thank my Annual Meeting Program
Chair, Professor Patricia Poli, Fairfield University. She
has spent countless hours making sure we have a
successful, productive and enjoyable annual meeting.
It has been a wonderful year for me and for Beta
Alpha Psi and I am honored to have served as
President of such an amazing organization. I wish you
all continued success in your professional endeavors.
we can hope for. Our thanks go to Hadassah Baum
(Executive Director), Margaret Fiorentino (Chapter
Services Specialist), and Esteban Alicea-Rivera (Web
Developer/Designer). We are also grateful to Beth
Woloski from the AICPA who works tirelessly on our
Teresa L. Conover, Ph.D.
annual and regional meetings.
2010 – 2011 Beta Alpha Psi International President
2011 Annual Report
3
Board of Directors
The BAP Board of Directors
The President-elect serves a
one-year term, then ascends to
the presidency in the following
year and serves a final year on the
board as Past President. During the
2010-2011 year, the President and
President Elect represent education
and the Past President represents a
financial information firm.
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
on the board. This person has
significant responsibility in their
position in industry, professional
services or government, and
brings a valuable perspective to
the board.
President: 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.
Teresa Conover
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 served on the Beta
Alpha Psi Board of Directors as the Director of Administration and Development from 2005 to 2008.
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 nine 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. •
Incoming President: Mary S. Stone 2010-2013
Dr. 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.
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.
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.
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.
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. •
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B ETA ALP HA P S I
Board of Directors
Past 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 2005. He was the Ernst
& Young Distinguished Professor of Accountancy and Head of the Department of
Andrew Bailey
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: Blane Ruschak 2011-2014
Blane Ruschak attended Rutgers College in New Jersey and graduated with a
Bachelors of Science in Economics in 1980. He subsequently attended the University
of Hawaii at Manoa where he received a Masters 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, not-for-profit, real estate,
agribusiness and hospitality industries. From 1988-1989, he participated in a two-year
rotational program in KPMG’s national training center in Montvale, NJ, where he
was responsible for the development and instruction of numerous KPMG assurance
courses. Upon his return to the Honolulu office, Blane assumed the responsibility of
Blane Ruschak
Primary Recruiter for the office in addition to servicing his assurance clients in the
hospital and hospitality industries. In 1994, Blane transferred to the KPMG Long
Beach office to assist with the Southern California Health care assurance and consulting practice. In 1997, Blane transferred
to the Los Angeles office where he assumed the Director of College Recruiting position for the Pacific Southwest area
where he was responsible for the hiring of all entry level Assurance and Tax department personnel. In 2000, Blane
assumed the role of National Director of Campus Recruiting as part of the KPMG National Recruiting team in Montvale,
NJ. In 2008, Blane assumed the role of Executive Director for Campus Recruiting and University Relations.
His current role includes serving as the KPMG member on the Beta Alpha Psi Advisory Forum and current President Elect
on the Board, serving on the Board of the Education Foundation for Woman in Accounting, and formerly having served on
the AICPA Pre-certification Executive Education Committee (PcEEC), the Accounting Program Leadership Group (APLG)
Board of Directors and the Board of the Federation of Schools of Accountancy (FSA). He lives in Charleston, SC, and works
out of the Montvale, NJ, national office as part of the National Human Resource team. •
2011 Annual Report
5
2010-2011 Board of Directors
Annie Boudreau
Mark Higgins
Pearl Rozenberg
Andy Kaestle
Grant Thornton LLP
Alumni Representative
University of Sydney – Australia
Director of Global Activities
University of Rhode Island
Dean
Ernst & Young LLP
Alumni Representative
Sharon Lightner
Brian McGuire
Suzanne McCaffrey
Heather Collins
San Diego State University
Chapter Advocate - Western/
Northwest Regions
University of Mississippi
Chapter Advocate - Southeast Region
University of Southern Indiana
Director of Administration &
Development
Shawn Harter
Fifth Third Bank
Advisory Forum Chair
American Institute of CPAs (AICPA)
AICPA Liaison
2010-2011 Board of Directors
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B ETA ALP HA P S I
Chapter Advocates
Dori Danko
Grand Valley State University
Chapter Advocate - Midwest Region
Scott Hobson
Brigham Young University
Chapter Advocate - Rocky Mtn./
Missouri Valley Regions
Molly Brown
James Madison University
Chapter Advocate - Atlantic
Coast Region
Treba Marsh
Stephen F. Austin State University
Chapter Advocate - Southwest Region
Incoming Board Members
Noel Addy
Mississippi State University
Incoming Director of Administration
& Development
Ken Bansemer
Rick Niswander
McGladrey
Incoming Advisory Forum Chair
East Carolina University
Incoming Dean
Andrew Argue
PricewaterhouseCoopers LLP
Incoming Alumni Representative
Valerie Wendt
Bisk Professional Education
IIncoming Advisory Forum Chair Elect
Incoming Chapter Advocates
Gwendolyn Highsmith-Quick
Deborah Medlar
North Carolina A&T State University University of Washington, Bothell
Incoming Chapter Advocate:
Incoming Chapter Advocate: Western/
Southeast Region
Northwest Regions
2011 Annual Report
7
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 2010-2011.
In addition to their financial
support, Forum members
participated in annual and
regional meetings and made
themselves available for
chapter meetings.
Shawn Harter 2009-2011
Shawn Harter
Fifth Third Bank
Advisory Forum Chair
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. •
Ken Bansemer 2010-2012
Ken Bansemer
McGladrey
Advisory Forum Chair Elect
Ken is a Senior Director of Talent Acquisition for McGladrey, where
he is a member of the firm’s Senior HR Leadership Team. In his role
of guiding the recruitment strategy for the firm, he has helped build
the firm’s internal college and experienced recruiting capabilities with
a focus on process, systems and structure; implemented a fully
integrated Recruiting Information Management System; developed
and implemented the firm’s ongoing Winter and Summer Intern
Capstone Conferences; and extended the McGladrey employment
brand through a variety of social media channels. Ken also guides
the McGladrey on-boarding initiatives, and helps drive McGladrey’s
international secondments program.
Prior to joining McGladrey in 2004, Ken spent 12 years with Arthur Andersen, first as a tax associate, and
later as a Human Resource and Recruiting professional in a variety of local, regional and national roles. He
also was the National Director of University Recruiting for Grant Thornton.
Ken is a 1990 graduate of the University of Illinois at Champaign-Urbana with a Bachelor’s degree in
Accounting, and subsequently attained his CPA license.
Ken has previously served on the Accounting Advisory Boards at Appalachian State University, and The
University of North Carolina at Wilmington, and is a former board member of the Charlotte Area Society
for Human Resources (CASHRM). He currently holds the Senior Professional of Human Resources (SPHR)
designation from SHRM.
Ken resides in Charlotte, NC, with his wife, Brenda, and two children, Erika and Ryan. In his spare time,
Ken enjoys distance running, reading, spending time with family, and following the Chicago Cubs on their
World Series quest. •
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B ETA ALP HA P S I
Not Pictured
Patricia Limoges
Association of Charted Certified
Accountants
Cynthia Cason
Internal Revenue Service
Alfonzo Alexander
NASBA
Vice President of Development –
Nashville,TN
Barbara Covington
American Society of Women Accountants
National President
Mary Esther, FL
Relmond Van Daniker
Mark Bruno
Blane Ruschak
Ethan Flowers
Mike Duffy
Gary Grimstad
Nina Guthrie
Stephanie Polon
Grant Thornton, LLP
Director of University Recruiting
Dallas, TX
BDO USA LLP
National Director of Campus Recruiting
San Francisco, CA
AGN International North America, Inc.
Executive Director
Denver, CO
AGA
Executive Director
CPAexcel Exam Review
Vice President
San Diego, CA
PricewaterhouseCoopers (PwC)
Market Sourcing Leader
Buffalo, NY
Moss Adams LLP
Partner
Seattle, WA
KPMG LLP
Executive Director of University Relations
and Recruiting, Montvale, NJ
Chevron Corporation
Manager, Finance Development Program
San Ramon, CA
Rita Hood
Veronica Johnson
Laura Mills-Lewis
Scott McQuillan
Alexandra Miller
Scott Moore
Belverd E. Needles, Jr.
Bridget O’Malley
Denise Probert
Tom Rogowski
Bonnie Russell
Jodi Ryan
Valerie Wendt
Brendan Molloy
Alan Reinstein
Donna Street
The Institute of Internal Auditors
Director of Academic Relations
Altamore Springs, FL
Proviti
Senior Consultant
Chicago, IL
Ernst & Young LLP
Faculty Relations Consultant
Secaucus, NJ
Kaplan CPA Review
Vice President of CPA Education
La Crosse, WI
Deloitte
National Campus Recruiting Leader
Chicago, IL
Becker Professional Educationl
Review Program Director
Oakbrook, IL
American Woman’s Society of CPAs
National President
Tucson, AZ
The Office of the Comptroller of
the Currency
Washington, DC
American Institute of CPAs
Sr. Manager, College & University Initiatives
Durham, NC
Institute of Management Accountants
Director, Alliances & Student/Academic
Communities – Montvale, NJ
Vice President of Education
Winnetka, IL
Bisk Education, Inc.
Product Development Manager
Tampa, FL
Incoming Advisory
Forum Members
KPMG LLP
New York, NY
Incoming Advisory Forum Member
2011 Annual Report
Vice President - Education
Farmington Hills, MI
IAAER
Dayton, OH
9
Business Information Professionals of the Year
Beta Alpha Psi recognizes
individuals who make significant
contributions to the businessinformation professions as
the Business Information
Professionals of the Year.
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 from the
fields of education, industry or
government, and professional
services. Beginning in 2011, IMA
will sponsor a scholarship to
each chapter whose nominee
is selected for this award. For
2011, Beta Alpha Psi is proud to
announce the selection of the
following people for the Business
Information Professional of the
Year awards.
Samuel Burke is a partner in PricewaterhouseCoopers national
independence office. His responsibilities include consideration of
policy matters related to independence and consulting on matters
related to auditor independence. In addition, he currently is a
member of the AICPA’s Professional Ethics Executive Committee.
Mr. Burke served at the SEC from June 2000 to June 2003. He was
an Associate Chief Accountant in the Office of the Chief Accountant
of the Securities and Exchange Commission. His experience
included resolving auditing and independence issues and
participating in rulemaking projects such as the Commission’s
2000 and 2003 independence initiatives. Additionally, Mr. Burke
participated in matters related to oversight of the accounting
Samuel Burke
Professional Service
profession, including private sector auditing standard setting
efforts, and served on the International Organization of Securities
Commissions’ (IOSCO) Standing Committee No. 1 (SC1), including chairing the Audit Sub-committee of SC1.
IOSCO provides a worldwide forum for securities regulators to promote cooperation and high standards of
regulations in order to maintain fair, efficient and sound markets.
Prior to his experience at the SEC, Mr. Burke served for approximately 11 years as an auditor in public
accounting. He graduated in 1989 from Elon University in North Carolina with a B.S. in Accounting and
currently serves on the Advisory Board of the Love School of Business at Elon.
He is a member of the American Institute of Certified Public Accountants. He is licensed in Virginia and New Jersey.
Samuel was nominated by the Lambda Xi Chapter at Elon University. •
John F. Gehring is an Executive Vice President and the CFO
of ConAgra Foods, Inc., he acts as the financial head of a food
corporation whose products can be found in 97% of households
in the United States.
After graduating in 1983 from Miami University in Ohio, Gehring
went on to become a Certified Public Accountant in Ohio. He
started his career at KPMG LLP, and worked his way up to the
position of Audit Partner in his 13-year span at the firm. He then
moved on to become the Director of Corporate Audit at PepsiCo,
Inc., and then moved on to become a partner at Ernst & Young
LLP in 1997. After five years with Ernst & Young LLP, Gehring
became the Vice President of Internal Audit at ConAgra Foods,
John Gehring
Inc. in 2002. Since 2002, he has progressed in the company. In
Industry & Government
2004, he was promoted to Senior Vice President and Controller
in the company, and following that in 2008, Gehring was promoted to the position he holds now as an Executive
Vice President and the Chief Financial Officer for ConAgra Foods, Inc.
Outside of ConAgra, Gehring is involved with the Evans Scholar Alumni Association, the AICPA, and the
Ohio Society of CPA’s. He has also been involved with the March of Dimes, Multiple Sclerosis Society, and
the Special Olympics. In the spring of 2010, Gehring spoke to members of the Delta Omicron Chapter at the
University of Nebraska-Lincoln campus, bringing extra excitement to the members attending the meeting
held by ConAgra.
In his personal life, John is a family man with his wife, Carolyn, and four children, Leslie, 21, Lisa, 19, Michael, 17,
and Kelly, 12. In his free time, he enjoys running, golfing, skiing, and hiking.
John was nominated by the Delta Omicron Chapter at the University of Nebraska-Lincoln. •
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B ETA ALP HA P S I
Business Information Professionals of the Year
Professor Kenneth Milani has touched the lives of thousands of students,
colleagues, and members of the local and international communities. His teaching, his
development and coordination of the Taxpayer Assistance Program, his participation
in professional activities, his talks and his research captured in over 80 publications,
speak to a long and significant effort in advancing the profession of accountancy and
his commitment to lifelong service. His dedication to both of these goals has been
recognized over the years with significant honors and awards. Specific examples that
highlight Professor Milani’s tremendous level of service and impact follow:
Taxpayer Assistance Program (TAP): Professor Milani developed the Taxpayer Assistance
Program in 1972 and has served as the faculty coordinator for 38 years. His vision was to
provide his accounting students with an opportunity to offer free income tax preparation
service to low-income individuals on a regularly scheduled basis at convenient locations.
The program has since expanded to include an international tax assistance program.
Kenneth Milani
Education
Taxpayers can go to numerous library branch sites throughout the community, and all
day sites are organized for outlying areas. International students and staff from Notre
Dame and St. Mary’s College are assisted at an on-campus site. Unique to TAP is the “SWAT” team, (Students Working at Taxation), a
group of students who prepare the returns of elderly and disabled taxpayers by going to their homes. Professor Milani handles all the
training of Beta Alpha Psi members and other accounting students. In addition to training on the federal and state forms, he instills a
sense of respect and compassion in the students. Working at each site at least once during the tax season, students observe first hand
Professor Milani’s caring approach to each taxpayer’s situation. More than 3,000 taxpayers are served by TAP each year.
Beta Alpha Psi: In addition to TAP as one of the chapter’s primary community service projects for the spring semester, Professor
Milani also presents one professional meeting each year. As most students are members of BAP for two years, Professor Milani
has developed two presentations that he alternates every other year: “Tax Tips for the Graduate” and “Personal Finance.” These
presentations elicit some of the highest attendance records by the members.
Mendoza College of Business: Since 1989, Professor Milani has edited a monthly publication called Value Lines. This publication is
a compilation of articles on ethics and value-based leadership and allows the faculty to incorporate timely articles into their classes
consistent with the College’s mission of advancing ethical business practices. Since 1998, the week of Valentine’s Day is designated
Ethics Week in the College and Professor Milani organizes daily speakers over the lunch hour. Open to students, faculty and staff,
the presentations incorporate different ethical and personal values topics.
Professor Milani is passionate in everything he does and is committed
mitted to both professional activities and service to the community.
Ken Milani was nominated by the Beta Sigma chapter at the University of Notre Dame. •
2011 Annual Report
11
2011 Outstanding Dean Award
This year, Beta Alpha Psi
announced the new Outstanding
Dean Award, which recognizes
deans for their support to their
universities’ Beta Alpha Psi
chapters. To be considered for
this award, and the candidate
must be serving as the dean of
the institution at the time of the
nomination and have made a
significant contribution in faculty
support and/or financial support
to helping achieve the goals and
objectives of the chapter.
Dr. Gail Naughton
Dr. Gail Naughton – San Diego State University
In this time of serious budget crisis for California
public universities, Dr. Naughton has been a
tireless fundraiser, promoter of the School of
Accountancy, and the Beta Eta chapter. Dr.
Naughton understands the value of tenure-track
faculty advisor, David DeBoskey, and goes out
of her way to acknowledge and make known
David’s hard work and dedication, resulting in
greater awareness of this service commitment
throughout the university and business
community. Without such an encouraging dean,
that support network would most likely be absent
or severely diminished.
More importantly, Dr. Naughton supports and encourages the establishment of outside
relationships with the professional community. This enables the Beta Eta chapter to build
significant connections that strengthen its ability to attract quality speakers on current
accounting topics and fundraise within the professional community. Dr. Naughton, through the
College of Business Administration, has made available special resources to allow for travel and
many of the activities and events that are integral to the Beta Alpha Psi student experience. Six
SDSU BAP members had their travel expenses covered to the BAP annual meeting by funds
made available and allocated through the College of Business Administration budget, which Dr.
Naughton and her administrative staff procure and administer.
Dr. Naughton comes from the world of business. She holds over 100 patents and has founded
two separate biotech companies. She was chosen as the Woman of the Year by San Diego
Magazine in 2006.
In conclusion, Dr. Naughton has been an inspirational and proven leader who unselfishly gives
her time and expertise to ensure the success of the BAP program and its top-notch students. Dr.
Naughton was nominated by the Beta Eta chapter at San Diego State University •
12
B ETA ALP HA P S I
Outstanding Faculty Advisors
David DeBoskey
Beta Eta
Gwendolyn Highsmith-Quick
Marguerite (Zite) Hutton
Donald McFall
Stephanie Watson
Zeta Sigma
North Carolina A & T State University
Beta Psi
Kent State University
Theta Phi
Western Washington University
Theta Lambda
University of Central Arkansas
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 committee
considers (1) years of service, (2) various
chapter activities, (3) chapter awards and
(4) other supporting documentation.
Together, the years of service,
activities, awards and other relevant
documentation demonstrate the
Faculty Advisor’s support for scholastic
and professional development of
students as well as the overall success
of the chapter.
For 2010-2011, five professors have
been named Outstanding Faculty
Advisors. They join 209 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.
2011 Annual Report
13
Regional Meetings 2011
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 1,460 students
representing 230 chapters. The
Nancy C. Harke Executive Office
funded more than $85,000 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.
Region
Student
Participants
Student
Presentations
Atlantic Coast
244
27
39
Midwest
270
27
37
Missouri Valley
149
24
23
81
18
15
Southeast
255
40
55
Southwest
161
21
24
Western
145
17
21
Northwest
155
21
16
Rocky Mountain
Chapters
Represented
*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.
2012 Regional Meeting Schedule
Western
February 17-18
Las Vegas, NV
Southeast
February 24-25
Raleigh, NC
Southwest
March 2-3
San Antonio, TX
Atlantic Coast
March 23-24
Stamford, CT
Rocky Mountain
March 23-24
Laramie, WY
Missouri Valley
March 30-31
St. Louis, MO
Midwest
April 13-14
Chicago, IL
Northwest
April 13-14
Seattle, WA
Oceania
To Be Determined
To Be Determined
Students from the University of Southern Indiana at the 2011 Midwest Regional Meeting.
14
B ETA ALP HA P S I
Regional Best Practices 2011
ENHANCING OUR ROLE IN ENvIRONMENTAL SUSTAINABILITY AND
SOCIAL RESPONSIBILITY
Region
University
Chapter Name
Beta Eta
53
Southeast
Elon University
Lambda Xi
266
Southwest
Sam Houston State University
Kappa Mu
242
University at Buffalo
Zeta Theta
146
University of Wyoming
Delta Alpha
94
Beta Psi
69
Missouri State University
Theta Pi
200
Theta Phi
205
Western
Atlantic Coast
Rocky Mountain
Midwest
Missouri Valley
Northwest
Chapter #
HELPING OTHERS UNDERSTAND THE FINANCIAL
INFORMATION PROFESSIONS
Region
Western
University
Chapter Name
Chapter #
California State Polytechnic University, Pomona Iota Chi
299
Southeast
Alpha Theta
31
Southwest
Theta Lambda
195
Utah Valley University
Mu Pi
290
Youngstown State University
Kappa Xi
244
Atlantic Coast
Pace University
Iota Lambda
218
Missouri Valley
University of Missouri, St. Louis
Gamma Psi
92
Seattle University
Delta Eta
99
Rocky Mountain
Midwest
Northwest
INNOvATE: THE ACCOUNTANT’S ROLE IN A CHANGING
BUSINESS ENvIRONMENT
Region
Western
University
Chapter Name
California State University, Los Angeles Beta Lambda
Chapter #
University of South Florida
Delta Gamma
96
Southwest
The University of New Mexico
Theta Xi
198
Utah State University
Delta Omega
116
Northern Illinois University
Gamma Pi
85
Atlantic Coast
Pace University
Iota Lambda
218
Missouri Valley
University of Central Missouri
Iota Mu
219
University of Washington, Bothell
Petitioning
1362
Midwest
Northwest
2011 Annual Report
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 2011, to the left is the list of
chapters that won first place at the
2011 regional meeting and will
be eligible to participate at the 2011
annual meeting in Denver, CO.
57
Southeast
Rocky Mountain
Deloitte has been the proud sponsor
of the Best Practices program at both
the regional and annual 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.
15
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 LLP and The KPMG Foundation proudly sponsor the Gold Challenge and Superior Chapter Awards. Seven chapters were
named Gold Chapters at the 2011 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 or other purposes. For their activities, 140
chapters have been recognized as Superior, and 36 chapters have been recognized as Distinguished. Three 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.
16
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
1
1919
47
Alpha
University of Illinois
Susan Curtis
Thomas Finnegan
Da Hyun Kim
2
1921
23
Beta
University of Oregon
Joel Sneed
Kellan Davis
Superior/Gold
4
1921
53
Delta
University of Washington
Deborah Medlar
Brooke Tibbles
Superior
5
1922
22
Epsilon
Oregon State University
Amy Bourne
Jordan Bianco
Superior
6
1923
35
Zeta
University of North Dakota
Steve Carlson
DeeAnn Ellington
Brittany Kuntz
John Hoffarth
Superior
8
1924
45
Theta
University of Texas at Austin
David Verduzco
Peter Ray
Constantin Bereznitsky
9
1925
32
Iota
University of Southern California
Rose Layton
Charmaine Chan
Shu Ren
Superior
11
1925
25
Lambda
University of California Berkeley
Maria Nondorf
Brian Quach
Superior
Significantly Improved
12
1926
187
Mu
New York University
Aaron Hipscher
Lina Li
Superior
13
1927
63
Nu
University of Colorado at Boulder
Janet Mabon
Thomas Fitz
Tyler Pennington
14
1929
82
Xi
Syracuse University
Mitch Franklin
Lisa Marie Matthys
15
1929
17
Omicron
The Ohio State University
Richard Young
Lindsey Tisza
Liang (Jason) Xiao
16
1930
34
Pi
Case Western Reserve University
Mark Taylor
Andrew Dixon
Jonathan “Max” Weber
Superior
17
1931
3
Rho
University of Minnesota
Paul Gutterman
Melissa Ruppert
Distinguished
18
1932
85
Sigma
University of Wisconsin – Madison
Ann O’Brian
John Shepard
Daniel Kersey
20
1938
34
Upsilon
University of Florida
Jesse Boyles
Sharon Koele
21
1939
34
Phi
Louisiana State University
Julie Chenier
Rachelle Ross
Cullen Koppens
Superior
22
1939
58
Chi
Oklahoma State University
Chad Stefaniak
Lizzy Pitcock
Superior
23
1942
24
Psi
Marquette University
Cindy Gruber
Rachel Smith
Superior
24
1942
44
Omega
Miami University
Ronald Collins
Stephen Thomas
25
1948
59
Alpha
Beta
The University of Alabama
Gary Taylor
Whitney Blackwell
Superior
26
1949
71
Alpha
Gamma
CUNY – Baruch College
Emanuel Zur
Julius Cherny
Shirley Yao
Superior
29
1950
87
Alpha
Zeta
University of Denver
John Tripp
Katrina Schuler
Superior
31
1951
73
Alpha
Theta
J. Shaw
Coby Parker
Rachel Epps
Superior/Gold
Superior/Most
Improved Chapter
B ETA ALP HA P S I
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
32
1951
41
Alpha
Iota
University of Arkansas
Charles Leflar
Laura Akin
Superior
33
1952
15
Alpha
Kappa
Ohio University
Connie Esmond-Kiger
Kathleen Bennett
Superior
34
1951
27
Alpha
Lambda
University of Tennessee – Knoxville
Karyn Valades
Jack Kiger
Rachel Oakley
Samantha Graves
Superior
35
1952
55
Alpha
Mu
University of Kentucky
Jennifer Siebenthaler
Qorinah Wardhani
Superior
36
1953
18
Alpha
Nu
Creighton University
Tom Purcell
Kali McElroy
Superior
37
1954
13
Alpha Xi
University of Detroit Mercy
Jeanne David
Jennifer Fioritto
38
1954
27
Alpha
Omicron
Michigan State University
Chris Hogan
Amanda Williams
39
1954
34
Alpha Pi
University of Iowa
Joyce Berg
Wilson Roorda
40
1955
28
Alpha
Rho
Baylor University
Bill Thomas
Suzanne Abbe
Jordan Rippy
41
1955
79
Alpha
Sigma
University of Cincinnati
David Burns
Margaret Reed
Chris Michel
Distinguished
43
1955
18
Alpha
Upsilon
Bowling Green State University
Andy Garcia
Scott Arcuri
Superior
44
1956
40
Alpha
Phi
Temple University
Marco Malandra
Steven Balsam
Andrew Mulligan
Distinguished
45
1956
8
Alpha
Chi
Louisiana Tech University
Carol Shaver
Caitlin McAlpin
Superior
46
1957
43
Alpha Psi
West Virginia University
Richard Brooks
Andrew O’Neill
Distinguished
47
1957
52
Alpha
Omega
Fordham University
Rosa Romeo
Amanda Garzon
Superior
48
1957
47
Beta
Alpha
Indiana University
Gretchen Handlos
Jaclyn Geary
Ben Jarona
49
1958
27
Beta
Gamma
DePaul University
John McEnroe
Zoe SooHoo
Reena Jain
51
1959
25
Beta
Epsilon
Lehigh University
Karen Collins
Wei (Vicky) Yu
Michael Rossi
52
1960
18
Beta
Zeta
Loyola University New Orleans
Patrick Lynch
Denetria Burris
53
1960
41
Beta Eta
David DeBoskey
Thomas Jang
Anthony Mosca
54
1960
59
Beta
Theta
The Pennsylvania State University
Ralph Licastro
Rachel Howe
55
1960
40
Beta Iota
Loyola University, Chicago
Brian B. Stanko
Lisa Gillespie
David Curosh
56
1960
35
Beta
Kappa
Noel Addy
Angela Pannell
Kristen Chunn
57
1961
12
Beta
Lambda
California State University, Los Angeles
Rafik Elias
James G. Kunkel
Hua Tang
58
1961
85
Beta Mu
Georgia State University - School of
Accountancy
Allison Jacobs
Ronald Guymon
Winifred Akande
59
1961
56
Beta Nu
Tulane University
Beauregard J. Parent
Karen Foust
Scott Durco
Lyndsey Grubb
60
1961
30
Beta Xi
University of Miami
Jacklyn Collins
Seth Levine
Jim Deiotte
Superior
61
1961
15
Beta
Omicron
University of Arizona
Karen Otto
Carol Plagman
Lauren Cissell
Superior
62
1962
38
Beta Pi
University of North Texas
Govind Iyer
Elizabeth Godwin
Superior
63
1962
45
Beta Rho
Florida State University
Ronald Pierno
Justin Simmons
Superior
2011 Annual Report
Superior
Superior
Distinguished
Superior
17
18
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
64
1962
25
Beta
Sigma
University of Notre Dame
Janet L.O’Tousa
Elizabeth Roman
Distinguished
65
1962
83
Beta Tau
Arizona State University
Harriet Maccracken
Isaiah McCoy
Christopher Clayville
66
1963
97
Beta
Upsilon
University of Georgia
Amanda Farmer
Wesley Worth
Superior
67
1964
59
Beta Phi
California State University,
Sacramento
Hugh Pforsich
Mark Agudo
Superior
68
1964
28
Beta Chi
San Francisco State University
Mike Braswell
Joanne Duke
Igor Ryvkin
Catharine Salim
Superior
69
1964
13
Beta Psi
Donald McFall
Ray Dipre
Superior
70
1965
30
Beta
Omega
Texas Christian University
Janice Cobb
Joshua Livingston
71
1965
64
Gamma
Alpha
Cassy Budd
Quentin Stoker
Superior
72
1965
65
Gamma
Beta
University of South Carolina
Caroline Stroble
Matt Sigafoos
Superior
73
1966
72
Gamma
Delta
University of Houston
Jim Stinson
Willie Franklin
Maria (Elizabeth) Macedo
74
1966
13
Gamma
Epsilon
University of Toledo
Diana Franz
Jenna Adelphia
Superior
75
1966
15
Gamma
Zeta
Southern Illinois University
at Carbondale
Ramon Rodriguez
Michelle Rusin
Distinguished
76
1967
9
Gamma
Eta
University of Akron
Pamela Keltyka
Ian MacEwen
Superior
77
1967
91
Gamma
Theta
University of Missouri – Columbia
Billie Cunningham
Josh Grambrell
Ben Nibarger
79
1967
29
Gamma
Kappa
University of Nebraska at Omaha
Burch T. Kealey
Jacob Bright
Stephanie Vanicek
Superior
80
1967
83
Gamma
Lambda
Virginia Tech
Brian Cloyd
Zack Helmintoller
Superior
81
1967
18
Gamma
Mu
Drake University
Joyce Njoroge
Shaochecn Yu
82
1968
84
Gamma
Nu
Northeastern University
Michael Cottrill
Jaclyn Fletcher
Christa Forte
83
1969
33
Gamma
Xi
San Jose State University
Howard Turetsky
Thomas Moschetti
Behshad Faramand
Bryan Pham
Superior
84
1969
10
Gamma
Omicron
California State University, Fresno
Tim Baker
Esperanza Lazcano
Superior
85
1971
31
Gamma
Pi
Donald Tidrick
James Farrelly
Superior
86
1971
39
Gamma
Rho
Western Michigan University
Dawn Mason
Jessica Maronto
Michael Eubanks
Superior
87
1971
59
Gamma
Sigma
University of New Orleans
Mark Reid
Joseph Beams
Erica Kuba
Superior
88
1971
28
Gamma
Tau
Colorado State University
Jefrrey Castrella
Lauren Long
Brynlie McCulloch
Superior
89
1971
18
Gamma
Upsilon
University of Rhode Island
Henry Schwarzbach
Renee Lemire
90
1971
61
Gamma
Phi
University of Texas at Arlington
Sandra Bitenc
Taraz Yazhari
Deepak Silwal
Superior
91
1971
28
Gamma
Chi
University of Memphis
John Malloy
Whitney Dees
Superior
92
1972
22
Gamma
Psi
University of Missouri – St. Louis
Traci Hodges
Tracey Lee
Brandon Hanlon
Superior
B ETA ALP HA P S I
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
93
1972
12
Gamma
Omega
Long Beach
David B. Bojarsky
Randy Teguh
Olawale Shodiya
Superior
94
1972
10
Delta
Alpha
Michael Doherty
Melissa McCarthy
Superior
95
1972
44
Delta
Beta
California State University, Fullerton
Mohsen Sharifi
Betty Chavis
Brenden Gaglia
Agnes Sukarto
Superior
96
1972
57
Delta
Gamma
Jennifer Cainas
Robert Goodwin
Christopher Rosales
Superior/Gold
97
1973
35
Delta
Epsilon
Washington State University
Nori Pearson
Michael Kearney
Superior
98
1973
30
Delta
Zeta
California State University, Chico
Tim Kizirian
Lindsey Macias
Joe Cyr
Superior
99
1973
10
Delta Eta
Seattle University
David Tinius
Sarah Bee
John Hirsh
Superior/Gold
100
1974
31
Delta
Theta
University of Hawaii at Manoa
Hamid Pourjalali
Raymond Koo
Superior
102
1974
15
Delta
Kappa
The University of Montana
Terri Herron
Stefanie Dvorak
Superior
103
1974
26
Delta
Lambda
New Mexico State University
Russell Calk
Kerry Spadinger
Lydia De Los Santos
104
1975
29
Delta Mu
University of Virginia
Monica Banyi
Asfar Hasan
105
1975
15
Delta Nu
University of Massachusetts Amherst
Catherine Lowry
Jaimie Scanlon
Jason Thurm
106
1975
9
Delta Xi
Texas Southern University
Ladelle Hyman
Kun Wang
Matheu Cook
107
1976
33
Delta
Omicron
University of Nebraska – Lincoln
Deb Cosgrove
Nolan Ingebrigtson
Superior
108
1976
37
Delta Pi
Hofstra University
Linda Schain
Katharine Rouse
Superior
109
1976
6
Delta
Rho
Pacific Lutheran University
Janet Mobus
Kevin Simison
110
1976
12
Delta
Sigma
Eastern Washington University
Michael Doron
Zach Rollins
111
1976
41
Delta Tau
Drexel University
Jane Kaplan
Joshua Kurtz
112
1977
22
Delta
Upsilon
Northern Arizona University
T.S. Amer
Beverly Amer
Sarah Niles
114
1977
31
Delta Chi
University of Alabama at Birmingham
Angel Smith
Brent Barton
115
1977
14
Delta Psi
Cleveland State University
Dan Kaminsky
Stephen Kresnye
Superior
116
1977
24
Delta
Omega
Bonnie Villarreal
Clinton Allen
Superior
117
1977
13
Epsilon
Alpha
Portland State University
Elizabeth Almer
Tyee Carr
Quang Nguyen
Distinguished
118
1977
27
Epsilon
Beta
University of South Alabama
Thomas Noland
Muhammad Malik
119
1977
98
Epsilon
Gamma
University of Central Florida
Donna Schmitt
Charles Kelliher
Samuel Campion
Richard Metro
120
1977
36
Epsilon
Delta
University of Missouri-Kansas City
Lavern Krueger
Funda Kanl
Kristen Downer
121
1977
53
Epsilon
Zeta
Virginia Commonwealth University
Roxanne Spindle
Khadijoh Adbullah
Brittany Forehand
Superior
123
1978
63
Epsilon
Theta
Kansas State University
Monica Woods
Abigail Claassen
Distinguished
124
1978
33
Epsilon
Iota
University of San Francisco
Diane Roberts
Lindsey Louie
Distinguished
125
1978
35
Epsilon
Kappa
Appalachian State University
Ronald Marden
Corey Mallard
Superior
2011 Annual Report
Superior
Superior
19
20
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
126
1978
39
Epsilon
Lambda
University of Connecticut
Clifford Nelson
Marie Hoyt
Superior
127
1978
25
Epsilon
Mu
Stephen F. Austin State University
Kelly Noe
Miranda Etkind
Anh Nguyen
Superior
128
1978
17
Epsilon
Nu
Murray State University
Wayne Tervo
Amanda Grossman
Brittni Sullivan
Superior
129
1978
64
Epsilon
Xi
University of Utah
Marci Butterfield
Ariane Gibson
Superior
130
1978
92
Epsilon
Omicron
Auburn University
Amy Murphy
Jennifer Cornett
Meredith Fullen
Cornesha Nicole Terry
Superior
132
1979
108
Epsilon
Rho
University of Wisconsin – Whitewater
Roy Weatherwax
Bill Tatman
Matthew Westphal
Forest Grefe
Superior
133
1979
13
Epsilon
Sigma
George Washington University
Keith E. Smith
Rachel Lehman
134
1979
23
Epsilon
Tau
Wichita State University
Atul Rai
Angela Wang
135
1979
16
Epsilon
Upsilon
Emory University-Goizueta Business
School
Mary Sevier
Jessica Sandler
Seth Genende
136
1979
21
Epsilon
Phi
Wayne State University
Deborah Jones
Darin Sitto
137
1979
30
Epsilon
Chi
California State University, Northridge
Christopher Jones
Sung Wook Yoon
George Fronjian
Superior/Gold
138
1979
20
Epsilon
Psi
California State University, East Bay
Ching-Lih Jan
Diane Satin
John Talbott
Distinguished
139
1980
38
Epsilon
Omega
Eastern Michigan University
Howard Bunsis
Jophie Ran Chen
Superior
140
1980
140
Zeta
Alpha
Purdue University
Tony Greig
Steven Pfefferle
141
1980
7
Zeta
Beta
Western Illinois University
Cheryl Westen
Cory Gall
142
1980
68
Zeta
Gamma
Middle Tennessee State University
Paula B. Thomas
G. Robert Smith, Jr.
Harshil Patel
143
1980
51
Zeta
Delta
Georgia Southern University
Dwight Sneathen
J. Lowell Mooney
Fiona Ryan
John Adams
144
1981
9
Zeta
Epsilon
Texas A&M University – Commerce
Gordon Heslop
Linda Kapp
Tiffany Thompson
146
1981
92
Zeta
Theta
Kathleen Nesper
Nathanael Carbrey
Superior/Gold
147
1981
32
Zeta Iota
University of Nevada, Reno
Betty Cossitt
William Devlin
Superior
148
1981
24
Zeta
Kappa
University of San Diego
Mark Judd
Miles Romney
Cara Druse
Superior
149
1981
12
Zeta
Lambda
Bradley University
Simon Petravick
Justin Knobeloch
Arjun Tripathi
Superior
150
1982
18
Zeta Mu
The University of Southern Mississippi
Valerie Simmons
Autumn Brown
Distinguished
151
1982
21
Zeta Nu
Saint Louis University
Debbie Pike
Mary Renee DuFaux
Distinguished
152
1982
25
Zeta Xi
Seton Hall University
David Mest
Mark Holtzman
Scott King
153
1982
16
Zeta
Omicron
University of Wisconsin – Eau Claire
James Rundall
Mark Bader
Emily King
154
1982
28
Zeta Pi
Old Dominion University
Randall Spurrier
Melissa Wolfe
Superior
155
1983
33
Zeta Rho
Clemson University
Ralph Welton
Jessica Bonham
Superior
156
1983
11
Zeta
Sigma
North Carolina A&T State University
Gwendolyn
Highsmith-Quick
Octavia Allen
Superior
Superior
Superior
B ETA ALP HA P S I
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
157
1983
0
Zeta Tau
Lamar University
Gisele Moss
Howell Lynch
Diana Sikes
158
1983
28
Zeta Upsilon
University of Houston - Clear Lake
Randall Xu
Brett Myers
Benny Quezada
Distinguished
159
1983
25
Zeta Phi
Tennessee Tech University
Dan Fesler
Spring Damron
Tyler Atkinson
Superior
160
1984
23
Zeta Chi
University of North Carolina at
Greensboro
Melissa Hershberger
Amanda L. Cromartie
Juston Culbertson
161
1984
58
Zeta Psi
Boise State University
Celia Renner
Jeremy Cork
Alexis Owen
Superior
162
1984
19
Zeta Omega
Ball State University
Mark Myring
Amelia Vernon
Jason Owens
Superior
163
1984
60
Eta Alpha
University of North Carolina at
Charlotte
Pat Mynatt
Lisa Hardee
Superior
164
1984
42
Eta Beta
University of Texas at San Antonio
Cathy Cole
Amanda Arredondo
Sheila Dorsey
Superior
165
1984
42
Eta Gamma
University of Louisville
William Stout
Emily Baldock
166
1985
22
Eta Delta
Sandra Cereola
Molly Brown
John Battipaglia
Awards
Superior
167
1985
22
Eta Epsilon
Central Michigan University
Thomas Weirich
Amanda Gruenewald
Superior
168
1985
28
Eta Zeta
University of Dayton
Ron Burrows
Jennifer Creech
Jacqueline Goggins
Distinguished
169
1985
50
Eta Theta
University of Wisconsin – Milwaukee
Sheila Viel
Paul Fischer
Brian Salkowski
Distinguished
170
1986
79
Eta Iota
Florida International University
Jimmy Carmente
Jeffrey Kellogg
Gabriel Mendoza
Superior
171
1986
22
Eta Kappa
University of Tennessee
at Chattanooga
Melanie McCoskey
Jon Stoudt
Clay Moerland
Superior
172
1986
12
Eta Lambda
Idaho State University
Priscilla Reis
Laklyn DeRoche
Janis Upton
Superior
Superior
173
1986
44
Eta Mu
St. John’s University
Patrick R. Collabella
Jennifer Knoesel
174
1987
12
Eta Nu
Howard University
Jean Wells
Margaret Hicks
Jasmine Carpenter
175
1988
20
Eta Xi
University of Michigan – Flint
Clement Chen
Keith Moreland
Amar Rushing
176
1988
15
Eta Omicron
Western Kentucky University
Richard Aldridge
Shari Henson
Chris Ryan
Superior
177
1990
24
Eta Pi
University at Albany
Michelle Moshier
Kelly Garry
Superior
178
1990
18
Eta Rho
University of Tulsa
Tracy Manly
Dennis Hudson
Alison Bertram
Distinguished
179
1990
10
Eta Sigma
University of Louisiana at Monroe
Patti Roshto
Rachel Stark
Superior
180
1990
45
Eta Tau
Florida Atlantic University
Theresa Thompson
Mike Elias
David Sharma
Distinguished
181
1991
15
Eta Upsilon
Loyola College in Maryland
Hong Zhu
Mike Monahan
182
1991
27
Eta Phi
Oakland University (Michigan)
Sandra Pelfrey
Mark Jasinski
183
1991
11
Eta Chi
Montana State University
Perry Solheim
Jacqueline Irigoin
184
1991
20
Eta Psi
Wright State University
Jim Greenspan
Kate Burrow
Superior
185
1992
40
Eta Omega
East Tennessee State University
Shelby Sparks
Paul Bayes
Leah Conrad
Superior
186
1992
18
Theta Alpha
George Mason University
Connie Hylton
David Tsui
2011 Annual Report
Superior
21
22
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
187
1992
16
Theta Beta
University of Texas at El Paso
Mary Stevens
Ada Paniagua
Superior
188
1992
37
Theta
Gamma
Bentley College
Arthur Reed
Daniel Berger
Superior
189
1993
19
Theta Delta
Suffolk University
Tom Whalen
Bill Driscoll
Meena Sharma
Superior
190
1993
7
Theta
Epsilon
Indiana State University
Joseph Sanders
Kelsey Powell
191
1993
6
Theta Zeta
Millsaps College
Jane Collins
Sara Schumacher
192
1993
17
Theta Eta
Southeastern Louisiana University
Dean DiGregorio
Ross Travis
Pamela Ledet
193
1993
19
Theta Iota
University of Baltimore
Phillip Korb
Colin Mayers
194
1994
Theta Kappa
University of Illinois at Chicago
Somnath Das
Linda Delara
195
1994
10
Theta
Lambda
Stephanie Watson
Patricia Mounce
Benjamin Cox
196
1994
40
Theta Mu
Rutgers University – New Brunswick
Marjorie Yuschak
Rahnuma (Anika)
Ahmed
197
1994
20
Theta Nu
Fort Lewis College
Chris Lyon
Rick Gore
Amanda Arnold-Sanow
Superior
198
1994
41
Theta Xi
The University of New Mexico
Craig G. White
Jessica McQuay
Distinguished
199
1994
61
Theta Omicron
University of Nevada, Las Vegas
Tommy Moores
Marianne Segismundo
Superior
200
1995
18
Theta Pi
Carl Keller
George Schmelzle
Rebecca Barrientos
Superior
201
1995
59
Theta Rho
Binghamton University
Elliot Kamlet
Daniel Schain
202
1995
38
Theta Sigma
University of Colorado at Denver
Ann Martin
Jana Kellyova
203
1995
21
Theta Tau
Weber State University
Eric Smith
Amanda Orr
204
1996
22
Theta Upsilon
University of South Dakota
Srini Ragothaman
Nicholas Nelson
Superior
205
1996
29
Theta Phi
Zite Hutton
Audrey Taylor
Andrew Kangiser
Superior
206
1996
22
Theta Chi
Duquesne University
Priscilla Austin
Jessica Ferich
Kaitlyn Cubarney
207
1996
22
Theta Psi
University of Northern Colorado
Allen McConnell
Katelyn Teel
Superior
208
1997
14
Theta
Omega
Eastern Illinois University
Jaysinde Shinde
Bill Wootton
Courtney Anderson
Distinguished
209
1997
30
Iota Alpha
University of North Carolina
at Wilmington
William Kerler
David Mautz
Megan Stein
210
1997
62
Iota Beta
Iowa State University
Diane Whittle
William Dilla
Angela Hodges
Whitney Berrett
Distinguished
211
1997
28
Iota Gamma
University of Idaho
Jason Porter
K.D. Hatheway-Dial
Melanie Scott
Margie Hartnett
Superior
212
1997
43
Iota Delta
Gonzaga University
Sara Melendy
Gary Weber
Channing Paradis
Superior
214
1997
20
Iota Zeta
Towson University
Charles Russo
Emilee Malloy
Brian Pinder
Superior
215
1997
15
Iota Eta
California State University
San Bernardino
Janet Courts
John Jin
Codi Goins
Distinguished
Superior
Superior
Distinguished
B ETA ALP HA P S I
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
216
1998
19
Iota
Theta
University of Alabama in Huntsville
Eugene Bryson
Charles Hickman
Benjamin Singleton
217
1998
12
Iota
Kappa
University of the Pacific
Stephen Wheeler
Jordan Ferrer
218
1998
15
Iota
Lambda
Pace University
Charles Tang
Sang Lee
Steven Berry
Superior
219
1998
20
Iota Mu
University of Central Missouri
Janice Klimek
Jo Lynn Koehn
Phillip Beckett
April Arnold
Superior
220
1998
13
Iota Nu
University of Oklahoma
Carol Knapp
Courtney Gatlin
221
1998
52
Iota Xi
East Carolina University
Joseph Hagan
Douglas Schneider
Amanda Kelly
Ashley Nicole West
222
1998
11
Iota
Omicron
McNeese University
Bill Jens
Beth Raley
223
1998
12
Iota Pi
Salisbury University
Robert Dombrowski
Kathryn Koza
Superior
224
1999
22
Iota Rho
University of Wisconsin Oshkosh
William Morrison
Wendy Potratz
Kayla Denu
Ashley Iverson
Distinguished
225
1999
12
Iota
Sigma
Nicholls State University
Stacy LeJeune
Dustin Cavalier
226
1999
50
Iota Tau
Kennesaw State University
Mary Sheil
Rich Clune
Kristofer Newcamp
Jonathan Ellis
227
1999
12
Iota
Upsilon
University of Wisconsin – La Crosse
Kenneth Winter
Barbara Eide
McKenzie Morris
Rachel Van Rite
228
1999
21
Iota Phi
University of West Florida
Mari Oliver
James Hasselback
Wallace Brown
229
2000
24
Iota Chi
California State Polytechnic
University, Pomona
Meihua Koo
William Foley
Gelton Morada
230
2000
28
Iota Psi
Fairfield University
Milo W.Peck, Jr.
JoAnn Drusbosky
Kerri Mackay
231
2000
47
Iota
Omega
North Carolina State University
Roby Sawyers
Daniel Helminen
232
2000
9
Kappa
Alpha
Morgan State University
Karen Robinson
Trevon Tillman
Distinguished
233
2000
58
Kappa
Beta
Grand Valley State University
Rita Grant
Matt Gary
Morgan Hickman
Distinguished
234
2000
15
Kappa
Gamma
Rutgers University - Camden
Troy Janes
Nathan Levison
Michael Bruder
235
2000
38
Kappa
Delta
Illinois State University
Debbie Lindberg
Brandy Tatum
Cameron McGuire
236
2000
34
Kappa
Epsilon
Rider University
Sherry Li
Jia Shen
Lauren O’Hara
237
2001
21
Kappa
Zeta
St. John’s University – Staten Island
Campus
Patrick Colabella
Robert Gordon
Vincent Barbuto
238
2001
20
Kappa
Eta
Texas State University-San Marcos
Sherry Ross
Ashton Meyer
Superior
239
2001
11
Kappa
Theta
University of Louisiana at Lafayette
Suzanne Ward
Laura Guichard
Superior
240
2001
22
Kappa
Iota
Widener University
Bob Uberti
Frank Lordi
Anthony Paccapaniccia
241
2001
52
Kappa
Lambda
Southern Illinois University
Edwardsville
Allen Hunt
Sheena Collins
Distinguished
242
2001
22
Kappa
Mu
Jan Taylor Morris
Lauren Jones
Distinguished
243
2001
23
Kappa
Nu
Truman State University
Kristen Irwin
Katie Sassenrath
Superior
244
2002
22
Kappa Xi
Youngstown State University
Raymond Shaffer
Matthew Pollock
Superior
245
2002
8
Kappa
Omicron
Long Island University – C.W. Post
Campus
Christie L. Comunale
Megan Cayea
Superior
2011 Annual Report
Awards
Superior
23
24
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Fall/Spring
Awards
246
2002
19
Kappa Pi
Samford University
Sharon Jackson
Sarah Clement
Superior
247
2002
12
Kappa
Rho
Winthrop University
Jayne Maas
Frankin Lin
248
2003
34
Kappa
Sigma
University of Michigan-Dearborn
Susan Baker
Karen Green
Katre Klow
Aaron Harden
Superior
249
2003
31
Kappa
Upsilon
University of Pittsburgh
Madeleine Carlin
Jocelyn Kauffunger
Donald Scott
Superior
250
2003
16
Kappa
Phi
Marshall University
Amanda Thompson
Dallas Brozik
Tyler Rowland
Superior
251
2003
14
Kappa
Chi
Western Illinois University –
Quad Cities
Martin Coe
Lela Bieri
Jeremiah Rudolph
253
2004
32
Kappa
Omega
Villanova University
Wayne Bremser
Joseph Harde
254
2004
99
Lambda
Alpha
University of Kansas
Alee Phillips
Kara Hudson
255
2004
27
Lambda
Beta
The University of Tampa
Mary Keener
Devon Garcia
Superior
256
2004
13
Lambda
Gamma
Pittsburg State University
Gail Yarick
Courtney Stultz
Distinguished
257
2005
10
Lambda
Delta
Stetson University
Judson Stryker
Michael Bitter
Sebastian Behnke
258
2005
12
Lambda
Epsilon
Winston Salem State University
Godwin Seshie
George Heilman
Sandy Harrison
259
2005
21
Lambda
Zeta
SUNY Oswego
Florence Kirk
Michael Kurdyla
Gary Gregory
260
2005
17
Lambda
Eta
Marist College
Greg Tully
Joseph Rahtelli
261
2005
8
Lambda
Theta
South Carolina State University
Barbara Adams
Kayla Miller
262
2005
12
Lambda
Iota
Northern Michigan University
Kenneth Mullins
Savannah Kassuba
263
2005
21
Lambda
Kappa
Coastal Carolina University
John Mortimer
Carol Cissel
Kaitlin Wilkes
Distinguished
264
2006
29
Lambda
Mu
University of Southern Indiana
Mehmet Kocakulah
Brian McGuire
Anna Shade
Jamie Perry
Superior
265
2006
15
Lamda
Nu
Belmont University
Del DeVries
Ruchi Kapadia
266
2006
40
Lambda
Xi
Elon University
Patty Cox
Jennifer Kirts
267
2006
83
Lambda
Omicron
University of Texas at Dallas
Tiffany Bortz
Kenzie Bailey
268
2006
35
Lambda
Pi
Manhattan College
Ahmed Goma
Brittany Daidone
269
2006
29
Lambda
Rho
California State University, Stanislaus
Kim Tan
David Lindsay
Jason DeSilva
270
2006
15
Lambda
Sigma
University of California, Los Angeles
Gordon Klein
Juri Sakaguchi
271
2006
15
Lambda
Upsilon
Seattle Pacific University
Ross Stewart
Kyle Jones
272
2006
21
Lambda
Phi
Georgia College & State University
Catherine Whelan
Bryan Marshall
Tchi Kim
273
2007
26
Lambda
Chi
Niagara University
Alfonso Oddo
Kathy Shih-Jen Ho
Rochelle Greek
274
2007
21
Lambda
Psi
Emporia State University
George Durler
Larry Falcetto
Todd Fitzsimmons
Orson Thomas
Superior
Superior/Gold
Superior
Distinguished
B ETA ALP HA P S I
Chapter
Number
Charter
Year
Number
of Initiates
FY 2011
Name
School Name
Faculty Advisor/
Co-Advisor
President
Awards
275
2008
6
Lambda
Omega
The University of Sydney – Australia
Pearl Rozenberg
Peter O’Neill
Superior
276
2008
33
Mu Alpha
Ithaca College
Patricia Libby
Michael Grillo
Superior
277
2008
29
Mu Beta
College of Charleston
Dana Garner
Matthew Pierce
Distinguished
278
2008
22
Mu Delta
Ohio Northern University
Dexter Woods
Casey Davis
Distinguished
279
2008
10
Mu Gamma
St. Petersburg
Patricia Gaukel
Jessica Brown
Ivan Bengston
Superior
280
2009
23
Mu Epsilon
Western New England College
John Coulter
Stephen Sugermeyer
Kristina LaBare
281
2009
14
Mu Zeta
Valdosta State University
Raymond Elson
Sahil Grover
282
2009
46
Mu Eta
The College of New Jersey
Mark Nigrini
Seunghee Choi
John Butterfield
283
2009
12
Mu Theta
Tennessee State University
Lawrence Maples
Eva Jermakowicz
Ciaran Murtagh
284
2009
28
The Auckland
Chapter
The University of Auckland
New Zealand
Julie Harrison
Brendon Potter
Kajal Bajpai
Alice Ge
Distinguished
285
2010
11
Mu Xi
The University of Texas at Tyler
Veronda Willis
Mary Fischer
Stephanie Kurland
Distinguished
286
2010
12
Mu Lambda
Florida Gulf Coast University
Jacqueline R. Conrecode
Joseph C. Rue
Mary Rice
Superior
287
2010
10
Mu Nu
University of Nebraska – Kearney
Janet Trewin
Beverly Frickel
Brandon Snodgrass
288
2010
19
Mu Xi
Southeast Missouri State University
Rebecca Lohmann
Deanna Hotop
289
2010
22
Mu Omicron
Washburn University
Richard Moellenberndt
Elaine Marie Slater
290
2010
58
Mu Pi
Utah Valley University
James Bailey
Tod-Od Enkhbayar
291
2010
55
Mu Rho
Xavier University
David Randolph
Sandra Richtermeyer
Julie Mara
Barbara Wernicke
292
2010
16
Massey
Chapter
Massey University
Asheq Rahman
Valaria Maw
Lynda Low
293
2010
60
Mu Upsilon
Adelphi University
Richard Baker
Ganesh Pandit
Stevan Franeta
Petitioning Chapters
Faculty Advisor / Co-Advisor
President
1357
Central Washington University
Marvin Bouillon
Kelsey Whiteside
1362
University of Washington Bothell
Deborah Medlar
Josh Campbell
1367
University of Hartford
J. Donald Warren Jr. / Michelle Bertolini
Brian Masi
1368
University of Massachusetts Dartmouth
Frederick Jones
Joseph Krystofic
1369
St. Mary’s University
Mark Persellin
Bret Peters
1370
Radford University
R. Wayne Saubert
1371
Roger Williams University
John McQuilkin
1372
North Georgia College & State University
Brad Schafer / Martha Marritt
Joshua Troutman
1373
University of California, Irvine
Pamela Wellmeyer / Richard Minot
Ambrose Yu
1375
Stonehill College
Michael Mullen
1376
University of Technology Sydney
Martin Bugega
2011 Annual Report
Superior
Superior
Distinguished
Awards
Superior
25
New Chapter Installations
#290 - Utah valley University - Mu Pi
24 Charter Members
Installing Officers - Andrew Bailey, Past President
Andy Kaestle, Alumni Representative
Scott Hobson, Chapter Advocate
#291 - Xavier University - Mu Rho
45 Charter Members
Brian McGuire, Director of Administration & Development
Shawn Harter, Advisory Forum Chair
#292 - Massey University Auckland - The Massey Chapter
16 Charter Members
Pearl Rozenberg, Director of Global Activities
#293 - Adelphi University - Mu Upsilon
60 Charter Members
Installing Officers - Mary Stone, President Elect
Molly Brown, Chapter Advocate
26
B ETA ALP HA P S I
2010 Annual Meeting Winners
August 2010, San Jose, CA
2010 Project Run With It
2010 Gold Challenge
2010 Best Practices Winners
sponsored by Moss Adams LLP
sponsored by KPMG
sponsored by Deloitte
Winners
Winners
Service Learning:
Team A5 – Community Health
Awareness Council
Matthew Christensen
Utah State University –
Delta Omega Chapter
Paul Than
Western Washington University –
Theta Phi Chapter
Michael Kurdyla
SUNY Oswego –
Lambda Zeta Chapter
Maryna Gehrsitz
University of South Florida, St. Pete. –
Mu Gamma Chapter
Team B4 – Family Giving Tree
Crystal Davis
University of South Florida –
Delta Gamma Chapter
Richard Kasper
Marquette University –
Psi Chapter
Jennifer Kirts
Elon University –
Lambda Xi Chapter
Casey Davis
Ohio Northern University –
Mu Delta Chapter
Team C4 – Family Supportive Housing
Andrew Onyeji
University at Buffalo –
Zeta Theta Chapter
Jeremy Cork
Boise State University –
Zeta Psi Chapter
Rebecca Britton
Florida Atlantic University –
Eta Tau Chapter
Nicholas Brogson
Valdosta State University –
Mu Zeta Chapter
2010 Medal of Inspiration
Winner
sponsored by the AICPA
Michael Plengrat
University of Washington –
Delta Chapter
2011 Annual Report
Delta Chapter
Bradley University –
Zeta Lambda Chapter
University of Hawaii at Manoa –
Delta Theta Chapter
The University of Tampa –
Lambda Beta Chapter
California State University, Northridge –
Epsilon Chi Chapter
Pace University –
Iota Lambda Chapter
University of South Florida –
Delta Gamma Chapter
University of Utah –
Epsilon Xi Chapter
Louisiana State University –
Phi Chapter
University of Arkansas –
Alpha Iota Chapter
University at Buffalo –
Zeta Theta Chapter
San Diego State University –
Beta Eta Chapter
Marshall University –
Kappa Phi Chapter
Utah State University –
Delta Omega Chapter
University of Louisiana at Lafayette –
Kappa Theta Chapter
2010 Diversity Initiative Award
sponsored by Ernst & Young
Kent State University –
Beta Psi Chapter
Marshall University –
Kappa Phi Chapter
North Carolina A&T State University –
Zeta Sigma Chapter
Oakland University, Michigan –
Eta Phi Chapter
Pace University –
Iota Lambda Chapter
Tennessee State University –
Mu Theta Chapter
Towson State University –
Iota Zeta Chapter
University of California at Berkeley –
Lambda Chapter
University of Tampa –
Lambda Beta Chapter
Delta Chapter
1st Place: University of Denver –
Alpha Zeta Chapter
2nd Place: The University of Tampa –
Lambda Beta
3rd Place: Pace University –
Iota Lambda Chapter
Ethics and Integrity in Business
1st Place: University of Washington –
Delta Chapter
2nd Place: Missouri State University –
Theta Pi Chapter
3rd Place: Pace University –
Iota Lambda Chapter
Honorable Mention: University of Tulsa –
Eta Rho Chapter
Chapter Sustainability
1st Place: The University of Tampa –
Lambda Beta Chapter
2nd Place: University of Washington –
Delta Chapter
3rd Place: California State
University, Northridge –
Epsilon Chi Chapter
2010 IRS vITA Award
Winners
Schools with most returns prepared
• Brigham Young University – 2,177
• San Francisco State University – 1,063
• University of Missouri, St. Louis – 673
• University of Southern California – 598
• Niagara University – 538
• Utah State University – 494
volunteers with more than 5 hours
• University of Southern California – 114
• Creighton University – 52
• Utah State University – 45
Overall Performance
• University at Buffalo –
706 returns prepared and 148
volunteers with more than 5 hours.
27
International Scholars by Chapter
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
2010 Annual Meeting
San Jose, CA
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.
BETA
University of Oregon
Alisha Davis PRWI
Kellan Davis RM
Corey Glidden RM
DELTA
University of Washington
Eliza Nesvog PRWI
Lisa Meyer BP/AM
Matt Jensen BP/AM
Aurelie Machefert BP/AM
Suzie Shapiro BP/AM
Alan Hon BP/AM
Eduardo Tedtaotao BP/AM
Brooke Tibbles AM, RM
Eileen Hao AM
Becky Stevens BP/RM
Alex Strohofer BP/RM
Brandi Conforth BP/RM
Derek Hsu BP/RM
Joel Carsley BP/RM
Lisa Meyer BP/RM
Jorge Alegre BP/RM
Bethany Friesen BP/RM
Kelsey Frost BP/RM
Nate Bannick RM
Charmain Ma RM
Eileen Hao RM
EPSILON
Oregon State University
Kelly Fitzpatrick BP/RM
Pasha Golestaneh BP/RM
Connor Deeks BP/RM
Molly Stephenson BP/RM
IOTA
University of Southern
California
Sharon Shu Ren RM
Joshua Yee RM
Carolyn Zhong RM
Seunghwan Park RM
Pamela Ho RM
MU
New York University
John Ang BP/RM
Andrew Efstathiou BP/RM
Renee Nalbandyan BP/RM
Alice Chen BP/RM
Adam Berger BP/RM
NU
University of Colorado
at Boulder
Renea Lewis BP/RM
Lisa Muelter BP/RM
OMICRON
The Ohio State University
Tang Lin BP/RM
Ivan Marinov BP/RM
Liang “Jason” Xiao BP/RM
28
RHO
University of Minnesota
Melissa Ruppert BP/AM, BP/RM
Andrew Russo BP/RM
Derek Lunde BP/RM
Lei Xia BP/RM
PHI
Louisiana State University
Erin Phillips AM
Tara Strauder AM
Stephen Collura AM
Marky Nguyen AM
Cullen Koppens BP/RM
Jimmy Ma BP/RM
Devyn Pierce BP/RM
John Michael Truelson BP/RM
Tara Strauder BP/RM
Benjamin Porche BP/RM
PSI
Marquette University
Richard Casper PRWI
Rachel Smith PRWI
Brandon Knop RM
Justin Stanaszsak RM
ALPHA BETA
The University of Alabama
Whitney Blackwell, PRWI, RM
ALPHA ZETA
University of Denver
Arpeeneh Adamian BP/AM
Natalie Steverson BP/AM
Liz Bender BP/AM
Armando Vazquez BP/AM
Francis Rooney BP/AM
Jean Coyle BP/RM
Chris Fettig BP/RM
Erin Breckenridge BP/RM
Lauren Black BP/RM
Natalie Steverson BP/RM
Sammy White BP/RM
Katrina Schuler RM
ALPHA THETA
Erin Lotz PRWI
Rachel Epps BP/RM
Tonie Pittari BP/RM
Natalie Watanabe BP/RM
Corina Bonilla BP/RM
Courtnie Ghinauo BP/RM
Lee Harris BP/RM
Kristin Huch BP/RM
Lauren Williams BP/RM
David Lee BP/RM
ALPHA IOTA
Laura Akin BP/AM, RM
Cassie Drake BP/AM
Paige Gray BP/AM
Meredith Moser AM
Lindy Milburn AM
Colin O’Donnell AM, BP/RM
Audrey Davidson BP/RM
Grace Santamaria BP/RM
Kes White BP/RM
Molly Middlekauff BP/RM
Danielle Cain BP/RM
ALPHA KAPPA
Ohio University
Brittini Downs PRWI, RM
Justin Arbaugh RM
Dan Borzelleca RM
Georgette Chbier RM
Lisa Miller RM
Lucie Shepard RM
Christy Stock RM
Ainsley Bodi RM
Shuhua Zhao RM
Jinchu Lin RM
ALPHA NU
Creighton University
Kali McElroy RM
ALPHA LAMBDA
– Knoxville
Rachel Oakley AM
Blake Beasley AM
ALPHA PI
University of Iowa
Wilson Roorda AM
Josh Hein AM
Matt Boeding BP/RM
Quanzi Dong BP/RM
Johanna Herder BP/RM
Ryan Komendowski BP/RM
Wilson Roorda BP/RM
Kelsey Lawrence BP/RM
Turk Pierson RM
Yongwen Cao RM
Sean Iske RM
Tim Rosener RM
Elizabeth Fuller RM
Michelle White RM
ALPHA UPSILON
Bowling Green State
University
Scott Arcuri RM
Nick Moody RM
Andrew Wente RM
Anna Bowman RM
Megan Haldi RM
ALPHA CHI
Louisiana Tech University
Dow Eldridge RM
Cecil Garrick II RM
ALPHA PSI
West virginia University
Lauren Ayers PRWI
B ETA ALP HA P S I
ALPHA OMEGA
Fordham University
Amanda Garzon PRWI
Matthew Lee RM
Daniel Davidson RM
Allison Galbally RM
BETA ETA
Anthony Mosca PRWI, BP/AM
Nicole Anderson BP/AM
Jonathan Vieira BP/AM
Cody Raschke BP/RM
Robert Thomas BP/RM
Travis Golden BP/RM
Anthony Mosca BP/RM
Jezer Balangcod BP/RM
Nikki Anderson BP/RM
Lucy Taplin RM
Jimi Karou RM
Shawna Nelson RM
Charlie Atalig RM
BETA KAPPA
Robert Christian PRWI
Ashley Kershaw BP/AM
Liz Krusemark BP/AM
Michael Little BP/AM
Candace McGee BP/AM
BETA LAMBDA
– Los Angeles
Diana Tang BP/RM
Tina Harding BP/RM
Xiaoyu Gu BP/RM
Juan Aguirre BP/RM
Andrew Lai BP/RM
Myron LaCome BP/RM
BETA PSI
Andrew Ashton PRWI
Ray Dipre PRWI
Jonathan Augustine BP/RM
Hayk Ghazaryan BP/RM
Jia Wei Feng BP/RM
Jenn Hale BP/RM
Yimeng Li BP/RM
BETA MU
Georgia State University
Ashley Wilkins AM, BP/RM
Darius Dillon AM
Michelle Kenner AM
Joshua Jones AM
Winifred Akande BP/RM
Ron Guo BP/RM
Ricky Bartlett BP/RM
Delucious Patterson RM
Chad Christensen RM
Jacqueline Guiden RM
Elizabeth Bell RM
BETA RHO
Florida State University
Garrett Caggiano BP/RM
Andrea Laos BP/RM
Jessica Peterson BP/RM
Brian Dampman BP/RM
Rebecca Sutton BP/RM
GAMMA ALPHA
Peter Mancuso RM
Mike Larkin RM
GAMMA BETA
University of South Carolina
Michael Roglitz PRWI
Brian Lang PRWI
BETA XI
University of Miami
Carolina Von Wachter AM
Thierry Djemmo AM
Jennifer Verdon RM
GAMMA EPSILON
University of Toledo
Jenna Adelphia RM
Greg Phillips RM
Jeff Warnke RM
BETA PHI
– Sacramento
Gurpinder Bains AM
Allen Zsoldos AM
David Garetz AM
Sasha Ramos RM
Tory Moore RM
Laura Kennedy RM
Anthony Bretting RM
Mark Agudo AM
GAMMA ETA
University of Akron
Ian MacEwen AM
Larry Berlingieri AM
Kristina Doty AM
Maureen Aebi RM
Lanny Berlingieri RM
Kristian Doty RM
Ian McEwen RM
Melissa Polcen RM
BETA CHI
San Francisco State University
Minghao Li PRWI
Julian Papadopulos RM
Catherine Salim RM
Suzanne Hale RM
Hannah Zhao RM
2011 Annual Report
GAMMA KAPPA
University of Nebraska
at Omaha
Kurtis Evon RM
Nathan White RM
Devyn Musil RM
Stephanie Vanicek RM
GAMMA LAMBDA
virginia Tech
Zack Helmintoller AM, RM
GAMMA MU
Drake University
Zach Beaman BP/RM
Marshall Pharnes BP/RM
Todd Drake BP/RM
LingJun Liu BP/RM
GAMMA OMICRON
– Fresno
Esperanza Lazcano RM
Stephen Sylvester RM
Varinder Bains RM
GAMMA SIGMA
University of New Orleans
Erica Kuba PRWI
Catherine Cowart BP/RM
Kimberly Tohey BP/RM
Andrew Hubert BP/RM
Robert Gibson BP/RM
GAMMA TAU
Colorado State University
Courtney Watterson BP/RM
Ryan Tauer BP/RM
Stephen O’Dorisio BP/RM
Tulsi Adhikari BP/RM
Brynlie McCulloch RM
Barb Knierim RM
GAMMA PI
Amanda Wheet BP/RM
Rikki Lewis BP/RM
GAMMA RHO
Western Michigan
University
Jessica Maronto AM
Mike Eubanks RM
Lauren Dilullo RM
GAMMA PHI
University of Texas
at Arlington
Jawad Manekia AM
Haider Abbas AM
Deepak Silwal AM
Brett Bennett AM
Deepak Raj Silwal RM
Ziad Syed RM
DELTA BETA
– Fullerton
Brenden Gaglia PRWI
Kari Barndi AM
Cindy Kim AM
Agnes Sukarto AM, RM
Wendy Lee RM
Alice Limando RM
Anthony Kress BP/RM
Julio Woo BP/RM
DELTA GAMMA
Crystal Davis PRWI
Amanda Kearney BP/RM
Chris Rosales BP/RM
Ingrid Poole BP/RM
Amanda Porupski BP/RM
Rob Goodwin BP/RM
Ashley Harris BP/RM
DELTA EPSILON
Washington State
University
Hanna Maena BP/RM
Sha Luo BP/RM
Catherine Budinger BP/RM
DELTA ETA
Seattle University
Arthur Dodek PRWI
Chase Parker PRWI
Donna Key BP/RM
Geff Primavera BP/RM
Victoria Walker BP/RM
Alex Mena RM
Jeff Favilla RM
John Hirsh RM
DELTA THETA
University of Hawaii
– Manoa
Keri Goto PRWI
Ningjin Miao BP/RM
Zizi Zhang BP/RM
Kristen Villegas BP/RM
DELTA KAPPA
The University of Montana
Nicole Gundell BP/RM
Randi Price BP/RM
GAMMA PSI
University of Missouri
– St. Louis
Tyler Lawson BP/RM
Alisha Barnum BP/RM
Brandon Hanlon BP/RM
Jahnene Nicks RM
Anh Ly RM
DELTA OMICRON
University of Nebraska
– Lincoln
Taylor Pugh BP/AM
Jennifer Knust BP/AM
Spencer Goff RM
Nolan Ingebrigtson RM
Zewen Shen RM
DELTA ALPHA
Libby Stetson BP/RM
Jen Love BP/RM
Melanie Still BP/RM
Kelly Fargen RM
Zach Bayles RM
Brooke Beckstead RM
DELTA PI
Hofstra University
Benson Babu BP/RM
Katie Rouse BP/RM
Tara DeBono BP/RM
Nick Ianuzzi BP/RM
Matthew McCarthy BP/RM
DELTA TAU
Drexel University
Joshua Kurtz BP/RM
Brittany Goldstein BP/RM
DELTA UPSILON
Northern Arizona University
Matthew Fundis BP/RM
Nicole Lane BP/RM
Chris Moriarty BP/RM
DELTA OMEGA
Matthew Christensen PRWI
Alan Christensen BP/RM
Jill Aoki BP/RM
Tristan Carlisle BP/RM
Andy Hamm BP/RM
Nathaniel Noyes BP/RM
Chase Bigham BP/RM
Carson Young BP/RM
Andy Williams BP/RM
EPSILON ZETA
virginia Commonwealth
University
Jonathan Culbreath PRWI
Meng Liu RM
Leonid Passov RM
Colin Hannifin RM
Yu Chi Fong RM
Khadijoh Abdullah RM
Saraswat Acharya RM
Brittany Forehand RM
EPSILON GAMMA
University of Central
Florida
Richard Metro BP/RM
Abigail Lyons BP/RM
Meagan Moore BP/RM
Steven Peterson BP/RM
Heather Fabry RM
Nick Dunnett RM
Jessica Sofrenec RM
Thang Boyd RM
Dean Perry RM
Lauren Buechele RM
EPSILON THETA
Kansas State University
Kaitlin Chipman RM
Trisha Grothe RM
Leslie Wichern RM
Xiawen Guan RM
Abby Classen RM
EPSILON LAMBDA
University of Connecticut
Caitlyn Schultz BP/RM
Ashley Lagrace BP/RM
Rebecca Soltis BP/RM
Christopher Eng BP/RM
Siddharth Ramkumar BP/RM
Elvis Valdez BP/RM
29
EPSILON MU
Stephen F. Austin
State University
Ashley Stilley BP/AM
Will Hawkins BP/AM
Miranda Etkind BP/AM
Vicki Tippit BP/AM
Lisa McKnight BP/RM
Jennifer Perry BP/RM
Anh Nguyen BP/RM
EPSILON XI
University of Utah
Nate Pace BP/RM
Duke Heninger BP/RM
Helen Larsen BP/RM
Ariane Gibson RM
Ben Faux RM
EPSILON OMICRON
Auburn University
Cornesha Terry RM
Bonnie Baker Evans RM
Maggie Wedgworth RM
EPSILON RHO
University of Wisconsin
Whitewater
Forest Grefe RM
Ryan Batten RM
Austin Larsh RM
EPSILON CHI
Northridge
Jacob Sparks BP/AM
Romy Ron BP/AM
Vartan Arslanian BP/AM
George Franjian BP/AM
Jenny Huo BP/AM
Matt Hamel BP/AM
George Fronjian AM
Aaron Bason BP/RM
Alex Kiris BP/RM
Cody Steinberg BP/RM
Adam Miller BP/RM
Matthew Hamel BP/RM
ZETA BETA
Western Illinois University
Kenneth Jenke PRWI
Cory Gall BP/RM
Anna Nelson BP/RM
Pat Tevenan BP/RM
ZETA DELTA
Georgia Southern University
Brenden Adams RM
Lacey Claxton RM
Kenny Douglas RM
Rob Douglas RM
Karley Weiner RM
Sonia Curtis RM
ZETA PHI
Tennessee Tech University
John Tubb PRWI
30
ZETA THETA
The State University of
New York
Samuel Huoh PRWI
Andrew Onyeji PRWI
Brittany Schaub BP/RM
Sonia Chen BP/RM
Adetola Adegbite BP/RM
Erica Kelly BP/RM
Abigail Avery BP/RM
Neil O’Connell BP/RM
Cathy Lin BP/RM
Anna Qu BP/RM
Ruth Huoh BP/RM
Jaclyn Viola BP/RM
Fannie Wang BP/RM
Eric Ernst BP/RM
Kevin Duffy BP/RM
Chelsea Greene BP/RM
Slavon Dreno RM
Gilbert Cheng RM
Beidi Wang RM
ZETA IOTA
University of Nevada
– Reno
William Devlin PRWI
Michael Reniva AM
Veronica Acuna AM
Julie Terrell AM
ZETA KAPPA
Dominick Sciola AM
Jennifer Lopez AM
Brandon Gillum RM
Cara Druse RM
ZETA LAMBDA
Bradley University
Justin Knobeloch BP/AM
Tyler Peterson BP/AM
Sarah Rayfield BP/AM
Emily Ioerger BP/RM
Jonathan Goff BP/RM
Arjun Tripathi BP/RM
Zachary Albert RM
Bradley Krafft RM
ZETA RHO
Clemson University
Jordan Smith PRWI
Lauren Patterson RM
Brent Lewis RM
Kelly MacDonald RM
Christine Taylor RM
Jessica Bonham RM
Hannah Wood RM
Craig Miller RM
ZETA SIGMA
North Carolina A&T State
University
Shakeerah Strange PRWI
Octavia Allen PRWI
Taylor Dicks RM
Ronnie Melvin RM
ZETA CHI
University of North
Carolina at Greensboro
Brian Clark BP/RM
Morgan Callicutt BP/RM
Mischael Buffkin BP/RM
Ben Hunter RM
ZETA PSI
Boise State University
Macey Crow PRWI, BP/AM
Jeremy Cork PRWI
James Bird BP/AM
Glenda Smith BP/AM
Ben Chadwell BP/RM
Jack Dalton BP/RM
Heather Holloway BP/RM
ZETA OMEGA
Ball State University
Nick Reuscher BP/RM
Vimal Bava BP/RM
Melanie Rapp BP/RM
Victor Morman RM
Erin Harbeson RM
Brandon Lucas RM
Margues Fisher RM
ETA ALPHA
University of North
Carolina at Charlotte
Lisa Hardee PRWI, RM
Aubrey Rinkert PRWI, RM
Bradlee Williams BP/RM
Shelly Shores BP/RM
Dominque Stevenson BP/RM
Jeff Gross RM
Josiah Fahey RM
ETA BETA
University of Texas
at San Antonio
Joann Cowan RM
Jennifer Krueger RM
George Garcia-Ovando RM
ETA DELTA
John Battipaglia BP/RM
Ryan Daren BP/RM
Kristen Giambrone BP/RM
ETA ZETA
Chris Luckhaupt AM
Shelby Elking AM
ETA EPSILON
Central Michigan University
Matthew Patterson PRWI
Amanda Gruenewald BP/RM
Taylor Wong BP/RM
Clark Larson BP/RM
ETA THETA
University of Wisconsin
– Milwaukee
Amie Thimmesch BP/RM
Chevon McGarry BP/RM
ETA IOTA
Florida International
University
Gabriel Mendoza BP/RM
Matthew Fong Choy BP/RM
Nicolas Holch BP/RM
ETA KAPPA
at Chattanooga
Jonathan Stoudt PRWI
THETA BETA
University of Texas at
El Paso
Anthony Hart BP/RM
Ada Paniagua BP/RM
Nasser Ikhlail BP/RM
Walter Wilson BP/RM
THETA DELTA
Suffolk University
Raymond Kaniu PRWI
ETA OMICRON
Western Kentucky
University
Lindsey Daniels
THETA ETA
Southeastern Louisiana
University
Pamela Ledet RM
ETA MU
St. John’s University
Michael Meyer BP/RM
Allison Aoanan BP/RM
Andrew Shamsheer BP/RM
Nicole Garland BP/RM
THETA LAMBDA
Arkansas
Kimberly Nicole Braddock
BP/RM
Ben Cox BP/RM
Adam Conley BP/RM
Amber Atchley BP/RM
ETA RHO
University of Tulsa
Katie Largent BP/AM
Casey Morris BP/AM
Katie Strahan RM
ETA PHI
University at Albany
Kelly Garry BP/RM
Danell Raab BP/RM
Nicole Reichert BP/RM
Michelle Lavin BP/RM
Katie Kardas BP/RM
Jacki Goggin BP/RM
Frank Morano BP/RM
ETA SIGMA
University of Louisiana
at Monroe
Abram McConnell RM
Sarah Slater RMM
ETA TAU
Florida Atlantic University
David Shama PRWI, BP/RM
Rebecca Britton PRWI
Mario Rass BP/RM
ETA CHI
Montana State University
Daniel Jensen BP/RM
Garrett Shaw BP/RM
Anna Adolphson BP/RM
Jodie Kunesh BP/RM
ETA PSI
Wright State University
Brent Royer RM
ETA OMEGA
East Tennessee State
University
Bobby Brandenburg BP/RM
Leah Conrad BP/RM
Debbie Nycum BP/RM
THETA NU
Fort Lewis College
Heather Bergeron RM
Jessica Stewart RM
THETA XI
The University of
New Mexico
Megan O’Laughlin BP/RM
Justin Stewart BP/RM
Jessica Swafford BP/RM
William Brizzee BP/RM
THETA OMICRON
University of Nevada,
Las vegas
Scott Forsyth AM, RM
Nick Scamorza AM, RM
Marianne Segismundo BP/RM
David Weisere BP/RM
THETA PI
Rebecca Barrientos BP/AM
Jinyi Ge BP/AM
Winston Wan BP/AM, BP/RM
Michael Holth BP/AM
Holly Kinney BP/AM
Yiran Yao BP/RM
Satyam Sthapit BP/RM
Paige Pemberton BP/RM
Ryan Salmon BP/RM
Contessa Marmouget BP/RM
Amy Rowden BP/RM
Mark Leist BP/RM
Tom Hickman BP/RM
THETA SIGMA
University of Colorado
at Denver
Blake Salvesen PRWI
Brian Cordes AM
B ETA ALP HA P S I
THETA UPSILON
University of South Dakota
Gregory Miner BP/RM
Joshua Vanlaeken BP/RM
John M. Whalen RM
THETA PHI
Western Washington
University
Paul Than PRWI, RM
Matthew Hale BP/RM
Levi Stewart BP/RM
Greg Hanson BP/RM
David Pettit BP/RM
Alex Amela BP/RM
Kelly Tucker BP/RM
McKenzie Murphy BP/RM
Bradley Alfi BP/RM
David Alfi BP/RM
Richard Pochereva BP/RM
Libbe Bear RM
Michelle Egbert RM
Yelena Tikhonova RM
THETA PSI
University of Northern
Colorado
Austryn Bruchs RM
Chantelle Battista RM
Krista Reinbold RM
IOTA BETA
Iowa State University
David Winn RM , BP/RM
Whitney Berrett RM
IOTA GAMMA
University of Idaho
Melanie Scott PRWI
Megan Kennedy AM
Melanie Scott AM
Margie Hartnett RM
Qin Zong RM
Clark Baldus RM
Matt Kilborne RM
IOTA DELTA
Gonzaga University
Stephanie White BP/RM
Kalin Fohn RM
Channing Paradis RM
Claire Craft RM
IOTA LAMBDA
Pace University
Steve Berry PRWI, BPA/AM
Ridwan Zaman BP/AM
Sang Lee BP/AM
Jessica Cheng BP/AM
Nicole Castano BP/AM
Diana Cano BP/AM
Kathryn Godlewski BP/RM
Jake Dalaya BP/RM
Donald Fleurantin BP/RM
Daniel Posner BP/RM
Shane Sethi BP/RM
Joshua Bouzy BP/RM
Nicole Castano BP/RM
Roksolana Herych BP/RM
2011 Annual Report
Diana Kaimi BP/RM
Irving Chong BP/RM
Kevin Lui BP/RM
Jenine Maresca BP/RM
Lavaughn Livingston BP/RM
Hiren Prajapati BP/AM
Robert Kern BP/AM
Wei Man Tang BP/AM
Diana Kaiami BP/AM
Daniel Giordano BP/AM
Vanessa Mae Teodoro BP/AM
IOTA MU
Missouri
Curtis Beasley PRWI, BP/RM
Cody Williams BP/RM
IOTA PI
Salisbury University
Kathryn Koza BP/RM
Aislinn Sweeney BP/RM
Brittany Garver BP/RM
Christina Hymes RM
IOTA PHI
University of West Florida
Manami Koblentz PRWI
KAPPA BETA
Grand valley State
University
Jon Snider RM
Alessandro Agambati RM
IOTA CHI
California State Polytechnic
University - Pomona
Kurihi Chargualaf AM
Gelton Morada AM
Kurihi Chargualaf BP/RM
Gelton Morada BP/RM
Hon (Dean) Jsu BP/RM
Nicole Patino BP/RM
Tina Tien BP/RM
KAPPA ETA
Texas State University
San Marcos
Alex Young BP/RM
Louis Lay BP/RM
Bryan Summers BP/RM
Ricky Wright BP/RM
Rachel Tallerine BP/RM
Matt Daubert BP/RM
KAPPA THETA
University of Louisiana
at Lafayette
Kyle Buzzanca AM
Laura LeBlanc AM
Morgan Stelly AM
Amber Demettle AM
Laura Guichard BP/RM
Amber Demette BP/RM
Jacob Poole BP/RM
Kyle Melancon BP/RM
Marcie Boudreaux BP/RM
Jason Galewski BP/RM
Shelby Harper BP/RM
KAPPA MU
Lauren Jones PRWI, BP/RM
Andres Llorente BP/RM
Michael Laurion BP/RM
Kristina Dowgun BP/RM
KAPPA NU
Truman State University
Lucas Dille RM
Jennifer Kalla RM
KAPPA XI
Youngstown State
University
Tarik Awad - BP/AM
Ryan Garman BP/AM
Matt Pollack BP/AM
David Walker AM
Ryan Garman AM
Tarik Awad AM
Matthew Pollack AM, BP/RM
Karen Cooper BP/RM
Evan Weaks BP/RM
KAPPA SIGMA
University of
Michigan-Dearborn
Aaron Harden BP/RM
Jacob Robert BP/RM
Cody Spearman BP/RM
Hannah Sanday BP/RM
Mira Illyashevych BP/RM
Margarita Lazarevska BP/RM
James Mayhew RM
Ali Ali RM
Marilena Burlacu RM
Tiffany Chen RM
KAPPA UPSILON
University of Pittsburgh
Stephen Koscomb PRWI
Garrett Loughman BP/RM
Jordan Abner BP/RM
Lauren Meyer BP/RM
Lauren Fisher BP/RM
Kevin Regan BP/RM
Eddie Susalla BP/RM
KAPPA PHI
Marshall University
Tyler Rowland PRWI, AM,
BP/RM
Anna Dingess PRWI, AM,
BP/RM
Di Zhang BP/RM
Yosuke Hioki BP/RM
Evan Rossi BP/RM
Ford Rucker BP/RM
Ellen Kassie Moore BP/RM
Jordan Woodridge BP/RM
Mary Zeng BP/RM
LAMBDA BETA
The University of Tampa
Andrew Argue BP/AM, RM
Robert Mainelli BP/AM
Lisa Reale BP/AM
Valerie Bryan BP/AM, BP/RM
Stephanie Gorospe BP/AM
Patrick Campbell BP/AM
Jenna Scinta BP/AM
Roman Cowan BP/AM
Max McQuirter BP/AM
Devon Garcia BP/AM
Janell Garguilo BP/AM
Meredith Klien BP/AM
Joshua D’Amico BP/RM
Kent Williams BP/RM
Christina Cusati BP/RM
Michelle Egan BP/RM
Ali Smith BP/RM
LAMBDA ZETA
SUNY Oswego
Michael Kurdyla PRWI
LAMBDA NU
Belmont University
Hali Fowler BP/RM
Andrew Green BP/RM
Will Shipp BP/RM
Romina Ponce BP/RM
Ruchi Kapadia BP/RM
LAMBDA PI
Manhattan College
Donna DePierro BP/RM
Michelle Parasimo BP/RM
Joseph Tellone BP/RM
LAMBDA PSI
Emporia State University
Jason Rowland RM
Stephanie Ternes RM
Lauri Durst RM
LAMBDA MU
University of
Southern Indiana
Derek Tabor BP/RM
Matt Mitchell BP/RM
Anu Asthana BP/RM
LAMBDA XI
Elon University
Jennifer Kirts PRWI
Madeline Benn BP/RM
Alexander Dempsey BP/RM
Jake Schoenfeld BP/RM
Justin Wanner BP/RM
Sam Upton BP/RM
Jamie Milliski BP/RM
David Campbell BP/RM
LAMBDA OMEGA
The University of Sydney
Australia
Andrew Simon PRWI
Meena Subramanyam PRWI
MU DELTA
Ohio Northern University
Casey Davis
MU GAMMA
St. Petersburg
Maryna Gehrsitz PRWI
Ivan Bengsten BP/RM
Cuong Le BP/RM
Jessica Brown BP/RM
Anthony Hunter BP/RM
MU ZETA
valdosta State University
Tracey McGregor PRWI,
BP/RM
Nicholas Brogson PRWI
Sahil Gover BP/RM
Shataqua Williams BP/RM
Tiffany Orr BP/RM
William Daidone BP/RM
Michael Cabal BP/RM
Ashley Goff BP/RM
Tessica Burley BP/RM
Ava Turner RM
Stephen Rice RM
MU LAMBDA
Florida Gulf Coast
University
Adam Barreto RM
Jina Hernandez RM
Monica Perez RM
Cory Ritter RM
James Robinson RMM
MU PI
Utah valley University
Jesse Howard BP/RM
Lindsey Hales BP/RM
Brian Brand BP/RM
Timothy Hale BP/RM
THE AUCKLAND CHAPTER
The University of Auckland
School of Business
Kajal Bajpai PRWI
PETITIONING
University of Washington,
Bothell
Steve Oh Jr. BP/RM
Ryan Shepard BP/RM
Jennifer To BP/RM
James Sommers BP/RM
___________________________
KEY
Project Run With It – PRWI
Annual Meeting Presentation – AM
Best Practices Annual Meeting Presentation – BP/AM
Regional Meeting Presentation – RM
Best Practices Regional Meeting Presentation – BP/RM
31
We are very fortunate that Beta Alpha Psi had another excellent year with over 12,000 new
candidates and over 1,700 participants at our regional meetings. We received six new petitions and
two additional petitions since year end including one from the University of Technology, Sydney.
We expect to install up to five chapters in 2011-12. During this year, Beta Alpha Psi launched its
e-newsletter with four issues being published and established the BAP Portal.
During the year, I have the privilege of traveling to different parts of the country to represent Beta
Alpha Psi. At the end of April, I attended the AACSB’s International Conference and Annual Meeting
in New York City. As you are aware, Beta Alpha Psi requires AACSB or EQUIS accreditation at
colleges in order to have a chapter. At our booth, I thanked many of your deans and associate deans
who support our Beta Alpha Psi chapters. I met deans at newly accredited universities and invited
them to petition for chapters. I also explained the benefits of BAP to many deans from around the
world who are not yet familiar with our honors organization.
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
I am always amazed at the energy level at our regional meetings. I attended meetings in Anaheim,
Dallas, Lincoln, Providence and Salt Lake City. They were based on our theme for the year: The
Bridge to our Future, yet the programs, topics and activities were different. Thank you very much to
the faculty advisors and students of our host chapters, to the board and Forum members, all of the
participants, and to our excellent conference planners who coordinate everything!
One of the main reasons I went to Salt Lake City was to participate in the installation of our Mu Pi
chapter at Utah Valley University in Orem, UT. This was only the third chapter installation I have
attended during my 7+ years with Beta Alpha Psi. There was a lot of planning and forethought that
went into this chapter installation. There was a lot of pride among the administration, faculty and
students upon this new beginning as the Mu Pi chapter of Beta Alpha Psi. We toured the campus,
met many faculty members and deans, and most importantly greeted the newly installed members.
It was a very memorable evening! I would also like to congratulate the other new chapters that were
installed this year: Xavier University, Massey University, and Adelphi University.
In conjunction with our regional meeting in Anaheim, I visited several hotels since our 2013 annual
meeting will be there. This entails looking at the meeting space available, the flow from room-toroom and the adequacy of the breakout space for our sessions. It also involves walking around the
neighborhood to check on the adequacy of restaurants and the possibility of activities for fun, culture,
and relaxation. Fortunately, Anaheim is a huge tourist area and will provide a terrific location for our
annual meeting.
Last fall, Margie Fiorentino and I went to Canada to visit a university that is considering establishing a
chapter. We met with the department chair, deans, students and several faculty members, answering
many questions about chapter operations. Several of these individuals attended universities in the
US and have familiarity with Beta Alpha Psi. On our way, we had lunch with the faculty advisors and
officers of our chapters at the University at Buffalo and Niagara University. It was a terrific opportunity
for the student officers to ask us questions about how the Executive Office operates. Both chapters
were extremely enthusiastic about serving as mentors when we begin to establish chapters in Canada.
We are fortunate to have a very dedicated staff in the Executive Office. Margaret Fiorentino is
responsible for all communications as well as being in charge of PCA reporting and questions. She,
along with our Alumni Representatives spearheaded the creation of our newsletter and portal.
Esteban Alicea-Rivera is our Web designer who designs and posts updates our website. Since the
beginning of the year, he has been working with a programmer to relaunch our Website this coming
fall. I also want to recognize Beth Woloski and her colleagues in the AICPA Conference Planning team
who work with us in planning our meetings as well as being the on-site administrators. Thank you to
everyone in team AICPA who support our operations.
Finally, thank you to our dedicated board members, Faculty Advisors, chapter officers, members and
other volunteers who are the essence of what Beta Alpha Psi is today.
Best wishes to everyone for a successful 2011-12 academic year!
Dassie Baum, Executive Director
32
2011 Annual Report
B ETA ALP HA P S I 32
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.
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.
Hadassah Baum (Dassie)
Executive Director
Dassie and her husband Avi, reside in Raleigh, NC. 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.
Margaret and her husband, Peter, reside in Chapel Hill, NC.
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 websitee 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, NC, with his wife,
Stefanie, and his nine-year-old son, Stephen, who wants to be a paleontologist when he grows up.
Esteban Alicea-Rivera
Web Designer
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 annual
meetings. 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
2011 Annual Report
Woloski lives in Raleigh, NC, where she is an avid marathon runner and recently completed her first
ultra-marathon. She also enjoys volunteering, as well as baking/decorating cakes.
33
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, 2011 and 2010, 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, 2011 and 2010, 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 14, 2011
34
B ETA ALP HA P S I
Statements of Financial Position
YEARS ENDED
APRIL 30, 2011
APRIL 30, 2010
Current assets
Cash and cash equivalents
$1,662,800
$1,037,837
Investments
50,000
304,213
Accounts receivable
97,336
58,410
Prepaid expenses and other assets
Total current assets
24,401
35,611
$1,834,537
$1,436,071
100,000
115,839
7,705
25,569
$1,942,242
$$1,577,479
$193,053
$88,621
34,820
41,052
227,873
129,673
1,635,219
1,350,506
Long term assets
Investments
Website development, net of accumulated
amortization $162,687 and $156,523
TOTALS
Liabilities
Accounts payable
Unearned revenue
Total liabilities
Net assets
Unrestricted
Temporarily restricted
Total net assets
TOTALS
79,150
97,300
1,714,369
1,447,806
$1,942,242
$1,577,479
APRIL 30, 2011
APRIL 30, 2010
$266,563
$203,583
Statements of Cash Flows
YEARS ENDED
Operating activities
Change in net assets
Adjustments to reconcile change in net assets to net cash provided by operating activities:
Amortization
Loss on disposition of website development costs
6,164
4,623
11,700
Changes in operating assets and liabilities:
Accounts receivable
Prepaid expenses and other assets
Accounts payable
Unearned revenue
Net cash provided by operating activities
(38,926)
(10,474)
11,210
(25,493)
104,432
(26,189)
(6,232)
6,390
354,911
152,440
Investing activities
Capital expenditures
Proceeds from maturation of investments
(25,280)
270,052
Purchase of investments
Net cash provided by (used in) investing activities
Net increase in cash and cash equivalents
CASH AND CASH EqUIvALENTS, BEGINNING OF YEAR
CASH AND CASH EqUIvALENTS, END OF YEAR
(4,996)
270,052
(30,276)
624,963
122,164
1,037,837
915,673
$1,662,800
$1,037,837
See Notes to Financial Statements.
2011 Annual Report
35
Statements of Activities
YEARS ENDED
APRIL 30, 2011
APRIL 30, 2010
$ 667,370
$ 642,818
189,000
181,000
Changes in unrestricted net assets
Revenue and support:
Initiation fees
Associates program contributions
Chapter maintenance fees
82,505
53,905
Annual student convention
237,354
217,862
12,000
8,000
129,220
135,188
4,087
6,652
Contributed services
170,349
149,639
Net assets released from restrictions
161,175
149,341
10,874
16,167
1,663,934
1,560,572
380,652
384,905
35,158
37,357
3,087
9,498
Charter and petition fees
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
212
4,367
213,914
306,176
Superior chapter awards
34,925
31,125
Best practice awards
28,250
27,250
Diversity awards
15,500
10,000
Faculty advisor awards
25,000
25,000
Regional meetings
Gold Challenge awards
37,500
35,966
Project Run With It awards
12,000
10,000
8,996
6,655
$795,194
$888,299
Miscellaneous
TOTAL PROGRAM EXPENSES
General and administrative
TOTAL EXPENSES
Change in unrestricted net assets
584,027
503,590
$1,379,221
$1,391,889
284,713
168,683
143,025
184,241
(149,341)
Change in temporarily restricted net assets:
Contributions
Net assets released from restrictions
(161,175)
Change in temporarily restricted net assets
(18,150)
34,900
Change in net assets
266,563
203,583
Net assets, beginning of year
NET ASSETS, END OF YEAR
1,447,806
1,244,223
$ 1,714,369
$ 1,447,806
See Notes to Financial Statements.
36
B ETA ALP HA P S I
NOTE 1 — PURPOSE AND SUMMARY
OF ACCOUNTING POLICIES:
Purpose: Beta Alpha Psi (the “Organization”)
is a nonprofit international honorary and
service organization for accounting, finance
and information systems students at AACSB
International (The Association to Advance
Collegiate Schools of Business) accredited
universities. The Organization provides
opportunities for development of technical and
professional skills to complement university
education; participation in community service;
and interaction among students, faculty and
professionals. 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, 2011 and 2010, the
Organization’s cash equivalents consisted primarily
of money market funds.
Investments: Short and long-term investments
for the years ended April 30, 2011 and 2010 consist
of certificates of deposit with varying maturity
lengths. Certificates of deposit with maturities
2011 Annual Report
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.
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”) and the Securities Investor Protection
Corporation (“SIPC”). As of April 30, 2011, the
Organization’s cash balance did not exceed the
current insured amount under FDIC and SIPC.
At April 30, 2010, the Organizations cash balance
exceeded the current insured amount under
FDIC and SIPC by approximately $173,000. 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, 2011
and 2010, the balance in the Sweep Account was
$0 and $905,000, 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.
As of April 30, 2011 and 2010, the Organization
has no significant concentrations of credit risk
and there is no allowance for doubtful accounts
established as management believes that all
amounts are collectible.
37
Website development costs: All costs
incurred in planning the development of
a website are expensed as incurred. Costs,
other than general and administrative and
overhead costs, incurred in the website
application and infrastructure development
stage, which involve acquiring or developing
hardware and software to operate the
website, are capitalized. Fees paid to an
Internet service provider for hosting a
website 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 website are capitalized
if it is probable that they will result in
added functionality. Capitalized website
development costs are amortized on a
straight-line basis over their estimated useful
life. The unamortized costs remaining as of
April 30, 2011 and 2010 represent salary and
outsourced costs associated with new site
development and enhancements.
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.
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 $130,348 and $109,639 for the years
ended April 30, 2011 and 2010, respectively,
furnished by the American Institute of
Certified Public Accountants. See Note 4 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 professionals, 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, 2011
and 2010.
Revenue recognition: Revenue from
initiation and chapter maintenance fees is
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.
Temporarily restricted net assets include
resources expendable only for those
purposes specified by a donor or grantor.
The restrictions are satisfied by specific
expenditures of the Organization.
38
B ETA ALP HA P S I
Income taxes: 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.
The Organization has no unrecognized tax
benefits at April 30, 2011 and April 30, 2010.
The Organization’s U.S. Federal income tax
returns prior to fiscal year April 30, 2008
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, 2011, the Organization did
not recognize any interest and penalties
associated with tax matters.
Subsequent events: The Organization
has evaluated subsequent events through
June 14, 2011, the date which the financial
statements were available to be issued. No
subsequent events requiring disclosure were
noted by management.
NOTE 2 — INvESTMENTS:
Investments consist of the following:
2011
2010
Certificates of deposit –
short term
$50,000
$304,213
Certificates of deposit –
long term
100,000
115,839
$150,000
$420,052
TOTAL FAIR VALUE
The certificates of deposit are valued at cost
plus accrued interest.
Investment income consists of interest
income of $4,087 and $6,652 in 2011 and
2010, respectively.
2011 Annual Report
NOTE 3 — TEMPORARILY
RESTRICTED NET ASSETS:
Temporarily restricted net assets were released
from restrictions in fiscal 2011 and 2010 in
fulfillment of the following purposes:
2011
2010
$ 28,250
$27,250
25,000
25,000
34,925
31,125
Diversity awards
15,500
10,000
and program expenses
20,000
20,000
Gold Challenge awards
37,500
35,966
$161,175
$149,341
TOTALS
Since fiscal year 2001, Deloitte has been a
sponsor of the Best Practices program 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. Deloitte
sponsors the awards for the Best Practices
competitions held at both the Regional and
Annual meetings.
Since fiscal year 2008, McGladrey has
sponsored the annual program awarding the
outstanding chapter faculty advisors. During
fiscal 2011 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.
39
NOTE 3 — TEMPORARILY
RESTRICTED NET ASSETS
(CONCLUDED):
NOTE 4 — RELATED PARTY:
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 2011 there were a total
of fifteen (15) awards given to chapters.
In fiscal 2011, Ernst & Young provided awards
to ten (10) chapters who made an impact
on “diversity” within Beta Alpha Psi and/or
their respective school/community. For fiscal
year 2012, eleven (11) semi-finalists received
funding for their projects in January 2011. Four
(4) winners will be selected in June 2011.
General and administrative expenses include
charges from the American Institute of
Certified Public Accountants (“AICPA”) for
payroll and benefits, which amounted to
$282,315 and $284,503 for the years ended
April 30, 2011 and 2010, respectively. At April
30, 2011 the Organization was due $17,585
from the AICPA for payments made in excess
of actual expenses charged for the year ended
April 30, 2011. This amount is included in
accounts receivable. At April 30, 2010, the
Organization owed the AICPA $35,189 which
is included in accounts payable.
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 2011, twelve (12) awards
were given to chapters.
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:
40
2011
2010
$11,100
$39,350
38,800
13,800
2,150
2,150
Diversity awards
6,500
22,000
and program expenses
20,600
20,000
TOTALS
$79,150
$97,300
B ETA ALP HA P S I
In memory ...
Thomas Sterling Wetzel
It is with great sadness that we announce the passing of Beta Alpha Psi Past-president
T. Sterling Wetzel. He died at his home peacefully on Thursday, Oct. 7, 2010.
Sterling served on the board of Beta Alpha Psi from 2002 to 2005 and as
President during 2003-2004.
Dr. T. Sterling Wetzel was the Wilton T. Anderson Professor of Accounting and
Coordinator of the MS Program in Accounting at Oklahoma State University –
Stillwater. He earned a B.S. and MBA at Northern Illinois University and a Ph.D.
at Oklahoma State University.
Prior to joining the faculty at Oklahoma State in 1986, he served on the faculty at
Northern Illinois. Professor Wetzel has been involved with Beta Alpha Psi in numerous
Thomas Sterling Wetzel
capacities, among which are Faculty Advisor, Regional Director, Director of National
and International Programs and as President. He served on the Board of Directors of
the Oklahoma Student Loan Authority and was the treasurer of the Association of Specialized and Professional Accreditors.
He published in Accounting Horizons and the Journal of Accounting Education. He was a staff accountant at R.R. Donnelley
& Sons, Inc. and interned at both now PricewaterhouseCoopers and Andersen. He was a member of the American Accounting
Association and served on the Trueblood Committee and several section committees.
He was selected an Outstanding Faculty Advisor by Beta Alpha Psi in 1992 and received numerous teaching awards,
including the Kenneth D. and Leitner Greiner Undergraduate Teaching Award in the College of Business at Oklahoma State
University in 1989.
He is survived by his wife Mary Ann and his two daughters, Janine and Laura.
Aaron Hipscher
Aaron Hipscher was a Clinical Professor of Accounting at the Stern School of
Business, New York University. He was the coordinator of the Core Financial
Accounting course and the advisor to individuals who are majoring or minoring
in accounting. From 2004 to 2011, he was a beloved faculty advisor for Beta
Alpha Psi, the organization to which high performing accounting and financial
accounting majors belong. In May of 2004, he was named Professor of the Year
as the outstanding undergraduate Stern Professor. He previously was named the
outstanding Professor of Core and Custom Executive MBA Degree Programs,
where he has served as one of the faculty advisors.
Professor Hipscher came to NYU-Stern in January of 1997 after spending 30
years at Ernst and Young LLP. He was an audit partner and, at one time, was
Aaron Hipscher
the National Director of Recruiting. He also was the New York Office Director
of Recruiting for 17 years. He earned a B.A. degree in economics and an M.B.A.
degree in accounting from Rutgers University. He was a member and the f
aculty advisor of Beta Gamma Sigma, the National Business School Honor Society, which is for business majors who
are academically at the top five percent of their class.
Professor Hipscher tought Financial Accounting and Financial Statement Analysis in the undergraduate school and Financial
Statement Analysis in the Executive MBA Program.
Aaron is survived by his wife Karen, his three children and grandchildren.
2011 Annual Report
41
Past Presidents of BETA ALPHA PSI
The International Honors Organization for Business
Information Professionals
Term
42
Name
Affiliation
Term
Name
1919 – 1924
Hiram T. Scovill
Illinois
1971 – 1972
Robert S. Wasley
Colorado
1924 – 1927
Eric L. Kohler
Chicago, IL
1972 – 1973
Harold L. Royer
Miami (Florida)
1927 – 1929
A.C. Littleton
Illinois
1973 – 1975
Hollis A. Dixon
Arizona
1929 – 1930
William E. Cox
Washington
1975 – 1976
Robert S. Maust
West Virginia
1931
Jacob B. Taylor
Ohio State
1976 – 1977
Fred J. Mueller
Washington
1932
F.W. Woodbridge
Southern California
1977 – 1978
Doris M. Cook
Arkansas
1933 – 1934
John T. Madden
New York
1978 – 1979
Thomas J. Burns
Ohio State
1935 – 1936
Charles F. Schlatter
Illinois
1979 – 1980
James W. Pattillo
South Bend, IN
1937
C. Aubrey Smith
Texas
1980 – 1981
Joyce C. Dean
Baylor
1938
H.J. Ostlund
Minnesota
1981 – 1982
Henry R. Anderson
CSU, Fullerton
1939
W.E. Karrenbrock
California
1982 – 1983
Jack E. Kiger
Tennessee
1940
Fayette H. Elwell
Wisconsin
1983 – 1984
Richard W. Metcalf
Nebraska-Lincoln
1941
Hermann C. Miller
Ohio State
1984 – 1985
David E. Tinius
Seattle
1941
George E. Bennett
Syracuse
1985 – 1986
Richard J. Murdock
Ohio State
1942 – 1947
James McConahey
Washington
1986 – 1987
Joe R. Fritzemeyer
Arizona State
1947 – 1948
Hazen W. Kendrick
Colorado
1987 – 1988
Jan R. Williams
Tennessee
1948 – 1949
Thomas M. Dickerson
Case Western Reserve
1988 – 1989
William R. Welke
Western Michigan
1949 – 1950
William E. Dickerson
Ohio State
1989 – 1990
Donald L. Tang
Portland State
1950 – 1951
Gould L. Harris
New York
1990 – 1991
Larzette G. Hale
Brigham Young
1951 – 1952
John Arch White
Texas
1991 – 1992
H. Ronald Pitt
Northern Arizona
1952 – 1953
C.C. Staehling
California
1992 – 1993
Howard P. Sanders
South Carolina
1953 – 1954
S.M. Wedeberg
Maryland
1993 – 1994
F. Eugene Butts
Appalachian State
1954 – 1955
J.C. Gibson
Wisconsin
1994 – 1995
Clifford Skousen
Utah State
1955 – 1956
A.J. Penz
Alabama
1995 – 1996
Frederick Richardson
Virginia Tech
1956 – 1957
Wayne E. Shroyer
Denver
1996 – 1997
Penelope Yunker
Western Illinois
1957 – 1958
William B. Jencks
Ohio State
1997 – 1998
Willard Galliart
Loyola University - Chicago
1958 – 1959
Willard E. Stone
Pennsylvania
1998 – 1999
Sam Vitkoski
BDO Seidman, LLP
1959 – 1960
Nolan E. Williams
Arkansas
1999 – 2000
Bernie Milano
KPMG LLP
1960 – 1961
Robert H. Van Voorhis
Louisiana State
2000 – 2001
Diane Pattison
1961 – 1962
Herbert E. Miller
Michigan State
2001 – 2002
W. Steve Albrecht
1962 – 1963
C. Rollin Niswonger
Miami (Ohio)
2002 – 2003
Dennis R. Reigle
Arthur Andersen
1963 – 1964
Emerson Henke
Baylor
2003 – 2004
T. Sterling Wetzel
Oklahoma State University
1964 – 1965
Julius Roller
Washington
2004 – 2005
Donna Street
1965 – 1966
Vern H. Vincent
West Virginia
2005 – 2006
Karen Pincus
1966 – 1967
Wilton T. Anderson
Oklahoma State
2006 – 2007
Kenneth Bouyer
Ernst & Young LLP
1967 – 1968
Leon E. Hay
Indiana
2007 – 2008
Stephanie Bryant
1968 – 1969
Vern E. Odmark
San Diego State
1969 – 1970
Harvey E. Donley
Bowling Green State
2008 – 2009
2009 – 2010
Nancy B. Nichols
Andrew Bailey
Grant Thornton LLP
1970 – 1971
Charles W. Taylor
Mississippi
Affiliation
B ETA ALP HA P S I
2011 Annual Report
43
Beta alpha psi
220 Leigh Farm Road, Durham, NC 27707-8110
phone: 919.402.4044 • FaX: 919.402.4040 • email: [email protected] • bap.org
Beta Alpha Psi is an affiliate of the American Institute of Certified Public Accountants
11305-331

The Bridge to Our Future

Transcription

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