2011 bap annual report

Beta Alpha Psi Annual Report 2011 The Bridge to Our Future Mission Statement Beta Alpha Psi is a not-for-profit inte...

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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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President’s Letter 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

President’s Letter

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

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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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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

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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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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

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International Advisory Forum In 1974, Beta Alpha Psi organized the International Advisory Forum. The Forum consists of leaders from industry, professional-service firms and government. The Forum members, who are practicing professionals, provide input designated to enhance Beta Alpha Psi’s position as a dynamic, scholastic, and professional business financial information organization. The service and advice of these individuals is invaluable to Beta Alpha Psi. On behalf of Beta Alpha Psi, the board of directors expresses appreciation for the numerous services and hours that the Advisory Forum members have contributed during 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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International Advisory Forum 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

American Accounting Association 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

American Accounting Association Vice President - Education Farmington Hills, MI Incoming Advisory Forum Member

IAAER Dayton, OH Incoming Advisory Forum Member

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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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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

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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

San Diego State University

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 •

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B ETA ALP HA P S I

Outstanding Faculty Advisors

David DeBoskey

Beta Eta San Diego State University

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

San Diego State University

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

Kent State University

Beta Psi

69

Missouri State University

Theta Pi

200

Western Washington University

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

University of Mississippi

Alpha Theta

31

Southwest

University of Central Arkansas

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

Outstanding Chapter Awards and Chapter Information Beta Alpha Psi’s Psi objectives are accomplished through the activities of its individual chapters. Activities of each chapter are evaluated and approved based on a report submitted by the chapter to the Executive Office in accordance with Beta Alpha Psi’s Program for Chapter Activities. KPMG 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 Significantly Improved

29

1950

87

Alpha Zeta

University of Denver

John Tripp

Katrina Schuler

Superior

31

1951

73

Alpha Theta

University of Mississippi

J. Shaw

Coby Parker Rachel Epps

Superior/Gold

Superior/Most Improved Chapter

B ETA ALP HA P S I

Outstanding Chapter Awards and Chapter Information 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

San Diego State University

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

Mississippi State University

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

Outstanding Chapter Awards and Chapter Information

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

Kent State University

Donald McFall

Ray Dipre

Superior

70

1965

30

Beta Omega

Texas Christian University

Janice Cobb

Joshua Livingston

71

1965

64

Gamma Alpha

Brigham Young University

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

Northern Illinois University

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

Outstanding Chapter Awards and Chapter Information Chapter Number

Charter Year

Number of Initiates FY 2011

Name

School Name

Faculty Advisor/ Co-Advisor

President

Awards

93

1972

12

Gamma Omega

California State University, Long Beach

David B. Bojarsky

Randy Teguh Olawale Shodiya

Superior

94

1972

10

Delta Alpha

University of Wyoming

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

University of South Florida

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

Utah State University

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

Outstanding Chapter Awards and Chapter Information

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

University at Buffalo

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

Outstanding Chapter Awards and Chapter Information 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

James Madison University

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

Outstanding Chapter Awards and Chapter Information

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

University of Central Arkansas

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

Missouri State University

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

Western Washington University

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

Outstanding Chapter Awards and Chapter Information 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

Sam Houston State University

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

Outstanding Chapter Awards and Chapter Information

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

Outstanding Chapter Awards and Chapter Information 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 Significantly Improved

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

University of South Florida 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 Installing Officers - Andrew Bailey, Past President Brian McGuire, Director of Administration & Development Shawn Harter, Advisory Forum Chair

#292 - Massey University Auckland - The Massey Chapter 16 Charter Members Installing Officers - Andrew Bailey, Past President 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

University of Washington – 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 University of Washington – 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 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 University of Mississippi 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 University of Arkansas 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 University of Tennessee – 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

International Scholars International Scholars by Chapter ALPHA OMEGA Fordham University Amanda Garzon PRWI Matthew Lee RM Daniel Davidson RM Allison Galbally RM BETA ETA San Diego State University 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 Mississippi State University Robert Christian PRWI Ashley Kershaw BP/AM Liz Krusemark BP/AM Michael Little BP/AM Candace McGee BP/AM BETA LAMBDA California State University – 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 Kent State University 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 Brigham Young University 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 California State University – 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 California State University – 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 Northern Illinois University 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 California State University – 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 University of South Florida 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 University of Wyoming 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 Utah State University 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

International Scholars International Scholars by Chapter 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 California State University, 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 University at Buffalo 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 University of San Diego 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 James Madison University John Battipaglia BP/RM Ryan Daren BP/RM Kristen Giambrone BP/RM ETA ZETA University of Dayton 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 University of Tennessee 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 University of Central 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 Missouri State University 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

International Scholars International Scholars by Chapter 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 University of Central 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 Sam Houston State University 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 University of South Florida 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

Nancy C. Harke Executive Office 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

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2011 Annual Report

B ETA ALP HA P S I 32

Nancy C. Harke Executive Office Hadassah (Dassie) Baum is responsible for the operation of the Nancy C. Harke Executive Office, the coordination of board and Forum meetings, finance and internal technology for Beta Alpha Psi. In November 2006, she relocated to North Carolina to establish BAP’s new office in Durham. Before becoming the Executive Director of BAP, Baum was a technical manager for the AICPA’s new finance team and served as the Director of Academic Development for the Institute of Management Accountants. She has a variety of experience in public accounting, industry and education. 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.

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Financial Statements

Report of Independent Public Accountants To the board of directors Beta Alpha Psi We have audited the accompanying statements of financial position of Beta Alpha Psi as of April 30, 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

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B ETA ALP HA P S I

Financial Statements 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

Financial Statements 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

Financial Statements 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

Financial Statements 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.

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B ETA ALP HA P S I

Financial Statements 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

Faculty advisor awards

25,000

25,000

Superior chapter awards

34,925

31,125

Diversity awards

15,500

10,000

Project Run With It awards and program expenses

20,000

20,000

Gold Challenge awards

37,500

35,966

$161,175

$149,341

Best practice awards

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.

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Financial Statements 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:

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2011

2010

Best practice awards

$11,100

$39,350

Faculty advisor awards

38,800

13,800

Superior chapter awards

2,150

2,150

Diversity awards

6,500

22,000

Project Run With It awards 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

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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

University of San Diego

1961 – 1962

Herbert E. Miller

Michigan State

2001 – 2002

W. Steve Albrecht

Brigham Young University

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

University of Dayton

1965 – 1966

Vern H. Vincent

West Virginia

2005 – 2006

Karen Pincus

University of Arkansas

1966 – 1967

Wilton T. Anderson

Oklahoma State

2006 – 2007

Kenneth Bouyer

Ernst & Young LLP

1967 – 1968

Leon E. Hay

Indiana

2007 – 2008

Stephanie Bryant

University of South Florida

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

James Madison University 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

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