Helping Your Chapter
Succeed
Deborah Medlar, Chapter Advocate –
Western and Northwest Regions
Janice Klimek, Chapter Advocate –
Rocky Mountain & Missouri Valley Regions
BAΨ Annual Meeting
Friday, August 8, 2013
Today’s Objectives
1) How to Succeed
2) Where to get guidance
3) Program of Chapter Activities
(“PCA”)
4) Importance of reporting
Your Role
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Provide guidance
Help sustain chapter membership
Attend local, regional, annual meetings
Guide/monitor all activities – operating
and financial
• Oversee reporting to Executive Office
• Facilitate Chapter Success
• Develop officer leadership skills
Baker’s Dozen List for a
Successful Chapter
1. Have fun/love what you do
2. Know that it takes a lot of time!
3. Work with the officer group
4. Keep the officers motivated
5. Keep all members active
6. Strive for superior or distinguished
chapter award
Baker’s Dozen List for a
Successful Chapter
7.
Be very familiar with
A) PCA and ALSO
B) Policies and Procedures Manual
C) Constitution and Bylaws
8. Be familiar with your own bylaws and make sure
they work for you and your chapter
9.
Don’t be afraid to call the executive office.
They are VERY helpful!
Baker’s Dozen List for a
Successful Chapter
10.
Make sure your chapter participates in
competitions
11. Gain faculty, dean, professionals, and alumni
support
12. Measure success in terms of what is best for
YOUR chapter and its members
Where Do You Get Guidance?
1. Executive Office
Margie Fiorentino - Executive Director
Lisa - Manager - Chapter Services
2. Chapter Advocate
3. Monthly communications from BAΨ
4. Fellow/former BAP Faculty Advisors
5. The Web WWW.BAP.ORG
Chapter Advocates
ATLANTIC COAST REGION
Incoming: Linda Schain, Hofstra University
Outgoing: Molly Brown, James Madison University
MIDWEST REGION
Mehmet Kocakulah, University of Southern Indiana
NORTHWEST and WESTERN
Deborah Medlar, University of Washington – Bothell
ROCKY MOUNTAIN and MISSOURI VALLEY
Janice Klimek, University of Central Missouri
SOUTHEAST REGION
Gwen Highsmith-Quick, North Carolina A&T State University
SOUTHWEST REGION
Incoming: Veronda Willis, University of Texas at Tyler
Outgoing: Treba Marsh, Stephen F. Austin State University
Your lifeline: www.bap.org
Chapter Handbook
• https://www.bap.org/files/2014-pca.pdf
• https://www.bap.org/financial-reporting-guide
• https://www.bap.org/bap-constitution
• https://www.bap.org/policy-and-procedure
• https://www.bap.org/code-of-ethics
&
MANY, MANY GUIDELINES (RULES)
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Initially are totally overwhelming.
Gradually you will understand
Have been a big help to all of us.
Creation has been very careful, and thoughtful.
Reread them at least every year
Require your officers to read them at LEAST once
You may not remember which documents contain
which rules, but you will find it.
https://www.bap.org/files/2014-pca.pdf
https://www.bap.org/chapters
https://www.bap.org/financial-reporting-guide
https://www.bap.org/bap-constitution
https://www.bap.org/policy-and-procedure
https://www.bap.org/code-of-ethics
REPORTING
• PLEASE ATTEND BOTH REPORTING SESSIONS
• PROGRAM OF CHAPTER ACTIVITIES AND
REPORTING INTRANET TUTORIAL
– 3.01
– 4.01
2:00-3:15 Friday or
3:30 4:45 Friday,
• NEW REPORTING INTERNET
– 5.01
9:15 Saturday
There will be continuing updates to tutorials added
throughout the next few months ON YOU TUBE!!!!.
OTHER Reporting
•
Beginning of year report – October 15
Every Chapter fills out Plan of Activities
• Activity Reports – December 15 and June 1
for Award Seeking
• End of year report – June 1
Includes FA sign off (more)
Includes Financial Reports
Includes Updated Profiles
Financial Reporting
Financial Reporting
• BAΨ year end = April 30
• All chapter reporting due = June 1
• 990N vs. 990
• <$50,000 gross receipts  990N
• >$50,000 gross receipts  990 (3 year
average)
• >$100,000 gross receipts  990 AND
independent audit report OR internal audit report
International Office Fees
DESCRIPTION OF FEES -- AMOUNTS
1. Annual Chapter Maintenance Fee (must be submitted by October 15) -- $300
2. One Time International Candidate Fee (must be submitted within 60 days
after entering candidate into Reporting $65 (effective Sept. 1, 2013
3. Late Payment Fee (per candidate, after 60 days) -- $20
4. Certificate Fee for Honorary Initiate (who is already a member of another
chapter) -- $15
5. Replacement Certificate Fee -- $15
6. Returned Check Fee -- $25
7. Delivery Charges for Supplies (other than regular mail) -- $25
8. End-of-Year Late Fee (this includes, tax filing 990-N e-Postcard and Faculty
Advisor Sign off) -- $100
Things to Calendar & Remember
• Deadlines
• Competitions
• Complete Year End Reports Before
Officers Leave
• That June 1 report must include both
semesters
• Officers are Important – Don’t be afraid
to encourage people to run!
• Watch service and professional hours if
award seeking
BAP Competitions
For deadlines and contact information please see: Competition @
https://www.bap.org/competitions webpage.
Outstanding Faculty Advisor Up to 5 win $5000 each
Best Practices - 3 categories - Compete at Regionals and
Nationals - If you win 1st place at Regionals
Beta Alpha Psi Ethics Award
Initial Award – up to 10 chapters $1,000 each.
4 chapters – $2500 each at national level
Ernst & Young LLP Diversity Award
10 chapter receive awards between $500 and $2500
Gold Chapter Challenge 10 Minute Video Up to 15 chapters win
$2,500 to each winning chapter
BAP Competitions
For deadlines and contact information please see: Competition @
https://www.bap.org/competitions webpage.
Project Run With Its Up to 15 chapters win $1000 for each chapter
Medal of Inspiration – 1 student wins $5000 scholarship
Business Information Professional of the Year - The three winning
nominating chapters receive $2,000 each
Outstanding Dean Award - Winner is recognized at the annual meeting in
August and receives a plaque.
VITA - IRS gives plaques to numerous chapters in 4 categories
Award Seeking Chapter
Defined in PCA
• NOT Mission based chapter
Award seeking are as follows:
• Distinguished chapter
• Superior chapter
• Gold chapter
Awarding seeking requirements
1)
INDIVIDUALS:
Minimum average number of both Service and Professional hours
2)
CHAPTERS
A)
To enable students to meet hours requirements:
I.) Probably extra reaching out activities
II.) Probably extra Professional Activities
B)
More Reaching out Activities
C)
Chapters seeking superior status must attend either the 2013 annual
meeting or a 2014 Regional meeting
D) One professional meeting must be on “Essential Skills”
INDIVIDUAL Activity hours required
These are a required AVERAGE per member
Reaching Out Activities
• REACHING OUT ACTIVITIES
• All chapters must participate in Reaching Out
activities during the year. The following
activities are required, depending on the
chapter’s achievement level:
• Mission Based - 3 activities
• Distinguished - 5 activities
• Superior 8 - activities
Required Service Activity
ALL chapters must report at least 1
• Participation by at least 25% of the active
members/candidates for the month, and
• The activity must be at least 1 hour (50 minutes) in
duration.
• See Guidelines and suggestions
• NOT volunteering with firm where underlying purpose
is recruitment.
• Any money received must be donated to charity or
used in charitable cause
• May not receive course credit
NEW!!!!
• New! Mandatory Professional Activity – Award Seeking
Chapters (Distinguished, Superior & Gold)
• Along with the above topics, award seeking chapters will
have to conduct one mandatory professional session that
will include a session devoted to “essential skills”
ESSENTIAL SKILLS
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Business Writing Skills
Facilitation Skills (Group Discussion)
Managing Disractions (people calling or stopping by to chat, etc.)
Ethical Decision Making Skills
Negotiation Skills
Conflict Management
Change Management
Things To Do Continuously
1. Meet with your officers, often
2. Meet with your committee chairs
3. Review with reporter all reports that go to
the Executive Office
4. Promote your chapter and find innovative
ways to recruit members
POLICIES
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No-alcohol policy for BAP-sponsored events
•
Professional Nature - No content that is
demeaning or derogatory
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No Solicitation -Chapter activities can not used
as a conduit for the sale of products or services:
CPA Review Courses & Accounting Firms
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Privacy Policy
ENTRY of New Officers’ Data by FA ONLY
• Loading of new officers’ data can be done only by faculty advisors
• In September each faculty advisor will receive an e-mail getting log in
details
• Faculty advisor must log self in
• Faculty advisor will then enter new officers names contact data
• Each year thereafter the faculty advisors must continue this practice.
• The intent to increase security and accuracy
Follow BAP
• www.bap.org
• Twitter
• Facebook
Tidbits
PROFESSIONAL MEETING CAVEATS
Remember that 50 minutes = one hour for reporting purposes
Professional meetings need to be 50 minutes minimum.
Firms may NOT use this time for “telling about their firm”…no advertising.
This is not the proper Forum.
CPA REVIEW FIRMS PRESENTATIONS are GENERALLY not considered
professional hours
UNLESS all they talk about is CPA exam.
May NOT talk about their product AT ALL
Tidbits II
LATE MEETING REGISTRATION FEES - Regional and Annual Meetings
POLICY TO BE FINALIZED THIS FALL, EFFECTIVE FOR THIS COMING YEAR
Will be Early bird fee until period ABOUT 45 days before conference
Regular fee will be from $40 to $100 more.
Late fee (less than 2 ½ weeks before conference) may add on $200 to $250.
If you don’t have MONEY, YET, but know how many, then call executive office
and they will work with you.
If you don’t have SPECIFIC NAMES, YET, but know how many, then
a. call executive office and they will work with you.
b. OR set up gmail account for position and register by position.
Tidbits III
BEST PRACTICES:
Topics already available
Abstracts due ALL regions January 31, by 4:00 CST.
FEEDBACK TO WINNERS ONLY:
Written feedback will be given to top three teams
Oral feedback will be given to first place team
No feedback will be given to other teams, and there will be no
opportunity to discuss results with the judges.
Reaching Out Activities from Executive Office
• R.I.S.E. – Beta Alpha Psi will sponsor up to two finance students’
registration fees to attend the RISE Conference at the University of
Dayton.
Reaching Out Activities Sponsored by Chapter
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Alumni Activity 1
Alumni Activity 2
Minority Recruitment Event (may report 2 per year)
Multi-Chapter Event - A professional or service activity co-sponsored with
another Beta Alpha Psi chapter. In order to promote interaction between
chapters, this co-sponsored event should involve at least 25% of each
chapter’s current membership. May be“multi-chapter webcast” meeting
per year.
Chapters who conduct a webcast meeting will have to provide
documentation proving that they had controls in place to
ensure
that those who logged in actually participated and were engaged
in the webcast.
• Promoting Careers in Accounting/Finance/Information systems (may
report 2 per year) • Second Initiation
More Service events
STILL MORE Service events
BENEFITS
Far Exceed
Your Input
Questions?