Annual Report 2010 - Beta Alpha Psi

Ethics, Integrity & Independence of Mind 

Beta Alpha Psi 

2010 Annual Report

Mission Statement 

Beta Alpha Psi is a nonprofit international honorary 

and service organization for accounting, finance 

and information systems students at AACSB- or 

EQUIS-accredited universities. Beta Alpha Psi 

provides opportunities for development of technical 

and professional skills to complement university 

education; participation in community service; 

and interaction among students, faculty and 

professionals. 

Article I – Mission Statement 

Bylaws of Beta Alpha Psi 

The Associates 

Through the advice and assistance of the International Advisory Forum, Beta Alpha Psi instituted the Associates 

Program in 1981. The Associates Program enables Beta Alpha Psi to further its objectives by providing financial 

support for events such as regional meetings and other ongoing chapter activities. 

Each member of the Associates Program provides financial support at a level consistent with the organization’s 

involvement in business education and employment of accounting, finance and information-systems graduates. 

Members of the Beta Alpha Psi Associates are given equal recognition for each event or project supported by 

the Associates’ funds. 

International Associates for 2009-2010 

• AGN International North America Inc. 

• American Institute of CPAs (AICPA) 

• Association of Chartered Certified Accountants 

• BDO Seidman, LLP 

• Becker Professional Education 

• Bisk Education 

• Chevron Corporation 

• CPAexcel Exam-- Review 

• Deloitte. 

• Ernst & Young LLP 

• Fifth Third Bank 

• Grant Thornton LLP 

• Internal Revenue Service 

• Kaplan Schweser 

• KPMG LLP 

• McGladrey 

• Moss Adams LLP 

• Office of the Comptroller of the Currency 

• PricewaterhouseCoopers LLP 

• Protiviti 

The International Affiliates: 

American Accounting Association 

American Society of Women Accountants 

American Woman’s Society of Certified Public Accountants 

The Association of Government Accountants 

Association of Information Systems 

The Institute of Internal Auditors 

Institute of Management Accountants 

National Association for State Boards of Accountancy 

The Regional Associates: 

• The California Society 

of Certified Public Accountants 

• Illinois CPA Society 

• Indiana CPA Society 

• Kentucky Society of CPAs 

• Pennsylvania Institute of CPAs 

• New York State Society of CPAs 

• Texas Society of CPAs 

• Virginia Society of CPAs 

• Washington Society of CPAs

Table of Contents 

President’s Letter 2 – 3 

Board of Directors 4 – 6 

Chapter Advocates 7 

International Advisory Forum 8 – 9 

Business Information Professional of the Year Awards 10 – 11 

Regional Meetings 12 

2011 Regional Meeting Schedule 12 

Regional Best Practices 2010 13 

International Scholars 14 – 18 

Oceania Meeting 19 

Outstanding Faculty Advisors 20 

In Memory.... 21 

Outstanding Chapter Awards and Chapter Information 22 – 31 

New Chapter Installations 32 

2009 Annual Meeting Winners 33 

Nancy C. Harke Executive Office 34 — 35 

Financial Statements 36 – 43 

Past Presidents 44 

2010 Annual Report 

1

President’s Letter 

Beta Alpha Psi (BAP) is about the students and their role in creating the future of the information 

profession. The BAP leadership believes that choosing one of the information professions is more than 

choosing a job description or career. As information professionals, we make commitments to those we 

serve that go beyond serving our solely personal career goals. 

The competence required of a professional, when 

combined with a strong ethical foundation, the integrity 

to live by that ethical commitment, and the independence 

of mind to stand against the easy answers when the 

tough answer is the right answer, creates a bond of trust 

between those in the information professions and those 

they serve. Without this bond of individual and corporate 

trust, we cannot serve the public interest and would not 

deserve to be considered members of an honorable 

profession. 

Through its programs and activities BAP not only seeks 

to enhance our members’ competencies and skills, but 

also seeks to instill in them an ethic that will help them 

navigate the complexities of the working world as they 

cross the bridge from academe to practice. 

Strategic Growth 

Perhaps the most immediate evidence of this success 

is the continued growth of BAP. This past year we have 

inducted five new active chapters and received five 

petitions for future active chapter status. This year, 8,700 

new student members have been inducted. Some of 

these chapters and students are outside the United States. 

In recent years, BAP committed to extend its reach on 

the international stage recognizing the global nature of 

our profession. I visited Australia and New Zealand last 

year following up on past Presidential visits. Auckland 

University in New Zealand became an active chapter 

this year, joining the University of Sydney in Australia. 

In addition, we have received three new petitions in the 

Oceania region. Pearl Rozenberg, the founding Faculty 

Advisor of the University of Sydney chapter now serves 

on the BAP Board in charge of the Global Initiative. Pearl 

organized a successful meeting of the active, petitioning 

and other qualified academic programs in Australia and 

New Zealand in April of this year. 

In keeping with the Board’s strategic focus, four new task 

forces were created to address BAP’s most immediate 

strategic concerns: Mission and Chapter Incentives; 

Revenue Enhancement and Expenditure Control; 

International Expansion; and, Communication with 

Stakeholders. The task force issues clearly are interrelated. 

The Board has rejected the “hunker down” and “go slow” 

options and is focused on bringing BAP into the 21st 

century on each of the Strategic Task Force initiatives. 

Member Activity 

Our chapters have been very active this year as evidenced 

by program participation in: Regional and Annual 

meetings at record levels; reaching Distinguished and 

Superior Chapter Status (sponsored by KPMG); and, 

competing for many of the awards available to the 

chapters. At the Annual Meeting our members will 

compete in the Best Practices (sponsored by Deloitte) and 

Project-Run-with-It (sponsored by Moss Adams). Awards 

will be given to the winning chapters who submitted 

videos for the Gold Challenge competition (sponsored by 

KPMG). Everyone attending the Annual Meeting in San 

Jose will have the opportunity to once again participate in 

the unique Community Service Day activity (sponsored by 

KPMG). Each of the competitions and activities contribute 

to our members’ development as individuals and future 

professionals. 

Individual excellence is also recognized with a variety 

of awards presented at the Annual Meeting, the: 

Outstanding Business Information Professional Awards 

with representatives from industry, academia and notfor 

profits; Medal of Inspiration Award (sponsored by 

2 BETA ALPHA PSI

President’s Letter 

the AICPA), recognizing an individual who beat 

the odds in overcoming adversity; The Internal 

Revenue Service sponsors VITA and will again award 

outstanding VITA volunteer chapters; Diversity 

Award (sponsored by Ernst & Young) focused on 

increasing diversity in the information professions; 

Outstanding Faculty Advisors Award (sponsored 

by McGladrey.) recognizing the essential services 

performed by faculty for the students of BAP; and 

finally, the President’s Award given by each President 

to a person who rose to a challenge beyond the 

norm, in an organization of people who operate 

beyond the norm for BAP. 

Finances and the BAP Business Model 

You will find the annual financial statements in this 

Report. Our Board and Executive Office have done 

an excellent job in keeping BAP in sound financial 

condition during difficult times. BAP is in sound 

financial shape in the short-run, i.e. we have a strong 

cash balance. However, the Board recognizes the 

need for BAP to rise to the challenge of changing 

times and has, as noted, created four strategic Task 

Forces to help position BAP for the future. The 

Executive Office and Board will be keeping you 

posted on all of these developments through our 

new and revised website and upcoming newsletter. 

Unfortunately, there is simply not the room or time 

to thank the large number of Faculty Advisors that 

support the Chapters and student members. There is 

no question that these individuals are key elements 

in a chapter driven organization like our own. 

Representative faculty advisors are recognized by 

our Outstanding Faculty Advisors Award (sponsored 

by McGladrey). At the Annual Meeting, a Faculty 

Advisors Reception (sponsored by Grant Thornton 

LLP) is held each year in recognition of their service 

to BAP. 

I want to take this opportunity to thank my two 

Annual Conference Co-Chairs: Professor Audrey 

Gramling, Kennesaw State University; and, Professor 

Mark Taylor, Case Western Reserve University. 

Finally, I want to thank all of the students from our 

Host Chapters for each of the Regional and the 

Annual meetings for their hard work and support. 

BAP is an exceptional organization made up of 

equally exceptional people throughout and without 

exception. It has been an honor to serve with them 

during the last two years and will continue to be an 

honor to be among them and you next year. 

Keep up the good work. 

Appreciation 

I want to thank the Executive Office staff, the Board 

and Forum members and the Chapter Advocates 

that I had the pleasure to work with this year. They 

have volunteered their time selflessly and I deeply 

appreciative of all their efforts in helping to make this 

year a success for BAP. 

Andy Bailey 

2009 – 2010 Beta Alpha Psi International President 


3

Board of Directors 

The BAP Board of Directors 

The President-elect serves a oneyear 

term, then ascends to the 

presidency in the following year and 

serves a final year on the board as 

Past President. During the 2009- 

2010 year, the President represents 

a financial-information firm and the 

Past President and President-elect 

represent education. 

The Directors of Administration and 

Development, the Director of Global 

Activities, two Chapter Advocates, 

and a College of Business Dean all 

serve three-year terms and represent 

the area of education. 

The Chair of the Advisory Forum 

serves a one- or two-year term 

of the board. This person has 

significant responsibility in their 

position in industry, professional 

services or government, and brings 

a valuable perspective to the board. 

Two Alumni Representatives also 

serve on the board, one is elected 

each year to serve a two-year 

term. As recent graduates of Beta 

Alpha Psi chapters, the Alumni 

Representatives bring a student 

perspective to the board. 

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. 

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 

Andrew Bailey 

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 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. • 

Teresa Conover 

President-Elect: Teresa Conover 

2009-2012 

Dr. Teresa Conover’s educational background includes a B.S. from the 

University of California at Davis, an M.B.A. from Oregon State University and a 

Ph.D. from Texas A&M University. She is a CPA, licensed in the State of Texas. 

She currently holds the Paden Neeley Professorship for Excellence in Teaching 

at the University of North Texas and is the Program Chair for the International 

Association of Accounting Educators and Researchers - World Congress of 

Accounting Educators and Researchers. 

She has had the honor of serving as a faculty in residence for Ernst & 

Young International in the London office and as a Visiting Scholar at the 

London School of Economics. 

She is a member of many professional organizations including the American Accounting Association, the International 

Association for Accounting Education and Research, Beta Gamma Sigma, and Beta Alpha Psi. She served as the 

President of the American Accounting Association International Accounting Section for the 2000-2001 year. She 

recently completed three years of service on the Beta Alpha Psi International Board of Directors as the Director of 

Administration and Development. 

She specializes in teaching financial and international accounting and has taught accounting since 1985. She has taught 

at the undergraduate, masters and doctoral levels. She has received eight teaching awards. 

Her research interests concentrate on financial and international accounting. She has published numerous articles in 

national and international accounting and business journals including The International Journal of Accounting, Issues in 

Accounting Education, and The Journal of Business Finance and Accounting. 

Conover and her husband Jim are recent empty-nesters with one daughter at the University of Texas at Austin and one 

at the University of Rhode Island. • 

4 2010 Annual Report 

BETA ALPHA PSI 

4

Board of Directors 

Past President: Nancy Nichols 

2007-2010 

Dr. Nancy B. Nichols is the Journal of Accounting Education Research 

Professor at James Madison University. She also serves as the Director 

of the masters in accounting program. Nancy began her academic 

career at JMU in 1997 after receiving her Ph.D. from the University 

of North Texas. Before obtaining her Ph.D., she was a tax partner at 

Deloitte. Nancy teaches graduate courses in taxation. Nichols’ research 

interests primarily are in the areas of taxation and segment reporting. 

She has published numerous articles in such journals as the Journal 

of the American Taxation Association, Journal of Legal Tax Research, 

Nancy Nichols 

Accounting Horizons, Journal of International Accounting Research, 

Journal of International Accounting, Auditing and Taxation, Issues 

in Accounting Education, Journal of Accountancy and Tax Notes. Nichols is an active member of the 

American Taxation Association, currently serving on the Board of Trustees. She previously served on the 

Beta Alpha Psi Board as Director of Chapter Activities from 2003-06 and was Chapter Advisor for the JMU 

Chapter from 1998-2003. Nichols is married with two children.• 

President Elect: Dr. Mary S. Stone 

2010-2013 

Dr. Mary S. Stone, 

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. 

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. • 


5

2009-2010 Board of Directors 

Annie Boudreau 

Grant Thornton LLP 

Alumni Representative 

Mark Higgins 

University of Rhode Island 

Dean 

Sharon Lightner 

San Diego State University 

Chapter Advocate - Western/Northwest Regions 

Brian McGuire 

University of Southern Indiana 

Director of Administration & Development 

Suzanne McCaffrey 

University of Mississippi 

Chapter Advocate - Southeast Region 

Lu Montondon 

Texas State University – San Marcos 

Chapter Advocate - Southwest Region 

Patricia Poli 

Fairfield University 

Chapter Advocate -Atlantic Coast Region 

Dennis R. Reigle 

American Institute of CPAs (AICPA) 

AICPA Liaison 

Pearl Rozenberg 

University of Sydney – Australia 

Director of Global Activities 

Blane Ruschak 

KPMG LLP 

Advisory Forum Chair 

Brad Schultz 

Ernst & Young, LLP 

Alumni Representative 

Heather Collins 

American Institute of CPAs (AICPA) 

Incoming AICPA Liaison 

Shawn Harter 

Fifth Third Bank 

Incoming Advisory Forum Chair 

Andy Kaestle 

Ernst & Young LLP 

Incoming Alumni Representative 

6 BETA ALPHA PSI

2010 Board of Directors 

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 

Incoming Chapter Advocate - Atlantic Coast Region 

Treba Marsh 

Stephen F. Austin State University 

Incoming Chapter Advocate - Southwest Region 


7

International Advisory Forum 

In 1974, Beta Alpha Psi 

organized the International 

Advisory Forum. The Forum 

consists of leaders from industry, 

professional-service firms 

and government. 

The Forum members who are 

practicing professionals, provide 

input designated to enhance 

Beta Alpha Psi’s position as 

a dynamic, scholastic, and 

professional business financial 

information organization. The 

service and advice of these 

individuals is invaluable to 

Beta Alpha Psi. 

On behalf of Beta Alpha Psi, 

the board of directors expresses 

appreciation for the numerous 

services and hours that the 

Advisory Forum members have 

contributed during 2009-2010. 

In addition to their financial 

support, Forum members 

participated in annual and 

regional meetings and made 

themselves available for 

chapter meetings. 

Blane Ruschak 

2007-2010 

Blane Ruschak attended Rutgers University in New Jersey and 

graduated with a B.S. in economics in 1980. He subsequently 

attended the University of Hawaii at Manoa where he received 

a master’s in accounting degree in 1982. After graduation, he 

began his career in the audit department of the KPMG Honolulu 

office where he serviced clients in the health care, non-profit, real 

estate, agribusiness and hospitality industries. From 1988-1989, he 

participated in a two-year rotational program in KPMG’s national 

Blane Ruschak 

KPMG LLP 

training center in Montvale, N.J., where he was responsible for 

Advisory Forum Chair 

the development and instruction of numerous KPMG assurance 

courses. Upon his return to the Honolulu office, Ruschak assumed 

the responsibility of Primary Recruiter for the office in addition to 

servicing his assurance clients in the hospital and hospitality industries. In 1994, Ruschak transferred to 

the KPMG Long Beach office to assist with the Southern California Health care assurance and consulting 

practice. In 1997, Ruschak transferred to the Los Angeles office where he assumed the Director of 

College Recruiting position for the Pacific Southwest area and he was responsible for the hiring of all 

entry-level assurance and tax-department personnel. In 2000, Ruschak assumed the role of National 

Director of Campus Recruiting as part of the KPMG National Recruiting team in Montvale, N.J. In 2008, 

Ruschak assumed the role of Executive Director for Campus Recruiting and University Relations. 

His current role includes serving as the KPMG member and Chairman on the Beta Alpha Psi Advisory 

Forum, serving on the Board of the Federation of Schools of Accountancy (FSA), serving as a member of the 

Association of Campus Recruiting Executives, serving on the Board of the Education Foundation for Women 

in Accounting, serving on the AICPA Pre-certification Executive Education Committee (PcEEC) and formerly 

served on the Accounting Program Leadership Group (APLG) board of directors. He resides in Charleston, 

S.C., and works out of the Montvale national office as part of the national human-resource team. • 

Shawn Harter 

Fifth Third Bank 

Advisory Forum Chair Elect 

Shawn Harter 

2010-2011 

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. • 

8 BETA ALPHA PSI

International Advisory Forum 

Alfonzo Alexander 

NASBA 

Vice President of Development – 

Nashville,TN 

Peter Aliferis 

Association of GovernmentAccountants 

Deputy Executive Director Operations & 

Director of Professional Certification – 

Alexandria, VA 

Ken Bansemer 

McGladrey 

National Director of Recruiting 

Charlotte, NC 

Muir Brown 

Association of Chartered 

Certified Accountants 

Head of Strategic Business Unit – 

Americas and Caribbean 

Mark Bruno 

PricewaterhouseCoopers (PwC) 

Market Sourcing Leader 

Buffalo, NY 

Sharon Clemena 

Chevron Corporation 

Manager Finance Development Program 

San Ramon, CA 

Barbara Covington 

American Society of Women Accountants 

National President 

Mary Esther, FL 

Shannon Dickerson 

Internal Revenue Service 

IRS Agent 

Wheaton, MD 

Mike Duffy 

CPAexcel Exam Review 

Vice President 

San Diego, CA 

Gary Grimstad 

Moss Adams LLP 

Partner 

Seattle, WA 

Nina Guthrie 

Grant Thornton, LLP 

Director of University Recruiting 

Dallas, TX 

Sandi Guy 

BDO Seidman 

Partner, Human Capital 

Charlotte, NC 

Rita Hood 

AGN International North America, Inc. 

Executive Director 

Denver, CO 

Veronica Johnson 

The Institute of Internal Auditors 

Director of Academic Relations 

Altamore Springs, FL 

Laura Mills-Lewis 

Ernst & Young LLP 

Faculty Relations Consultant 

Secaucus, NJ 

Scott McQuillan 

Deloitte & Touche LLP 

National Campus Recruiting Leader 

Chicago, IL 

Alexandra Miller 

American Woman’s Society of CPAs 

National President 

Tucson, AZ 

Scott Moore 

American Institute of CPAs 

Sr. Manager, College & University Initiatives 

Durham, NC 

Belverd E. Needles, Jr. 

American Accounting Association 

Vice President of Education 

Winnetka, IL 

Bridget O’Malley 

Proviti 

Senior Consultant 

Chicago, IL 

Denise Probert 

Kaplan Schweser 

Vice President of CPA Education 

La Crosse, WI 

Tom Rogowski 

Becker Professional 

Review Program Director 

Oakbrook, IL 

Bonnie Russell 

The Office of the Comptroller of 

the Currency 

Washington, DC 

Jodi Ryan 

Institute of Management Accountants 

Director, Alliances & Student/Academic Communities 

Montvale, NJ 

Valerie Wendt 

Bisk Education, Inc. 

Product Development Manager 

Tampa, FL 


9

Business Information Professional of the Year 

Beta Alpha Psi recognizes 

individuals who make significant 

contributions to the business 

-information professions. From 

1974 through 1999, this was 

achieved by recognizing them 

as Accountants of the Year. 

Beginning with the 2000 awards, 

these individuals have been 

honored and recognized as a 

Business Information Professional 

of the Year. Each chapter, the 

board of directors and the 

International Advisory Forum are 

invited to nominate candidates 

from the fields of education, 

industry or government, 

and professional services. 

Nominees are individuals 

who have affected a large 

number of lives; contributed 

both locally and nationally 

to the profession; added to 

knowledge as demonstrated 

through publications, lectures 

or presentations; and are active 

in the profession at the time of 

nomination. For 2010, Beta Alpha 

Psi is proud to announce the 

selection of the following people 

for the Business Information 

Professional of the Year awards. 

Lawrence Alleva currently is the Southeast U.S. Regional 

Managing Partner for Technology and Communications 

in the national office of PricewaterhouseCoopers LLP after 

having progressed through the firm from staff auditor, to 

Managing Partner of the Syracuse office, to Managing Partner 

of the Upstate New York region. When he was promoted to 

this position, he immersed himself in learning, participated 

in professional associations, and worked hard to develop 

expertise. He became an expert in IPOs and venture capital 

and has written several PwC articles on the topics. Since then, 

he also has “raised his hand” to become the firm’s U.S. Leader 

– Ethics and Compliance (Assurance). Alleva defined the new 

Lawrence Alleva 

leadership role by developing firm procedures, policies and 

Professional Service 

requirements. He now leads PwC’s response to the PCAOB 

Inspection Report and the firm’s international audit quality, while devoting significant attention to a variety 

of professional and business ethics matters. 

At Ithaca College, Alleva demonstrates an exemplary commitment. He is Vice Chair of the Ithaca College 

Board of Trustees, Chairman of the largest-ever (and successful) comprehensive capital campaign on it’s 

campus, and Co-Chair of the School of Business Building Campaign Committee that resulted in generating 

private donations to fund the new School of Business building (the first building on campus built with 

private contributions and the first business school facility in the world receiving the LEED Platinum 

Award for meeting the highest level of sustainability). Early in his career at PwC, Alleva established the 

PricewaterhouseCoopers Scholarship at Ithaca College. Through his ongoing annual solicitations of current 

Ithaca College alumni at PwC, the scholarship has become one of their largest endowed scholarship for 

accounting majors. 

Over the past 30 years, whenever asked, Alleva has returned to campus to speak. He has been an invited 

speaker at numerous Ithaca College Accounting Association programs, and was its first Outstanding 

Accounting Alumni award recipient in 1993 (he was also the founding president of the Association when 

he was a student). He was the Distinguished Alumni Speaker for the School of Business on ethics in 

accounting and business, and then on the state of IPOs, corporate governance, and the profession after 

Enron. He was the keynote speaker at one of the first School of Business Honors Banquets, providing a 

great Top 10 list of attributes for success. In April 2009, Alleva was the speaker at the annual Beta Alpha 

Psi Induction Banquet. 

At the same time, Mr. Alleva balances his intense professional life with other personal interests. For 

example, he demonstrates a long-standing commitment to other community and higher educational 

organizations, such as the National Council of Boy Scouts and George Mason University boards, and he 

and his wife recently climbed Mount Everest. 

Alleva was nominated by the Mu Alpha Chapter at Ithaca College. • 

10 BETA ALPHA PSI

Business Information Professional of the Year 

Ted Vacek has spent the last 10 years at Intel (high-tech industry) managing various 

assignments including Mergers and Acquisition (M&A) Integrations, Fixed Asset 

Accounting, and Sarbanes Oxley (SOX) design and implementation. He currently is part 

of a team working on the design and implementation of IFRS at Intel. 

Ted was instrumental in implementing the extensive accounting changes (IASB/FASB) 

convergence projects, proposed SEC conversion to IFRS, and the global implementation 

of IFRS. His current challenge is trying to design an appropriate plan of today’s actions 

given the levels of uncertainty and extensive interrelationships between the proposed 

rule changes. Part of the reward of this assignment is getting to be on the “front end” of 

some of the biggest changes ever made to U.S. accounting rules. 

Ted Vacek 

Industry & Government 

Prior to Intel, Ted was with Atlantic Richfield Company (oil and gas industry) for 15 years. 

His assignments included Exploration Accounting, Planning and Evaluation, Internal 

Audit, International Accounting, Marketing and Business Development. 

Ted has been involved with the Beta chapter at the University of Oregon for the past three years. At meetings he has showed an 

enthusiasm and depth of acounting knowledge that made everyone in the room learn and enjoy each of the discussions. It’s rare for 

someone from industry to give a presentation that is both rich in diversity, yet simple to understand. While Ted graduated from the 

University of Texas at Austin, he seems to be a Duck at heart. 

Ted resides in the Northwest with his wife and three children. 

Vacek was nominated by the Beta Chapter at the University of Oregon. • 

Kevin D. Stocks is an accounting professor in the Marriott School at Brigham Young University. 

He currently holds the KPMG Professorship and serves as the Director of the School of 

Accountancy, a position he has held for the last seven years. 

Kevin did his undergraduate and Master’s work at BYU. He earned his Ph.D. at Oklahoma State 

University. He was on the accounting faculty at Oklahoma State before returning to BYU in 1983. 

Kevin teaches in the cost/managerial accounting area. He has taught classes at all levels and in 

both the accounting and MBA programs. 

He has work published in Issues In Accounting Education, Journal of Accounting Education, 

Advances in Accounting Education, Journal of Accountancy, Internal Auditor, Health Care 

Kevin Stocks 

Financial Management, and Journal of Information Systems and has authored two books. 

Education 

Kevin has conducted funded research for the AICPA, AAA, IMA and currently is involved in an 

IAAER/ACCA research grant studying international ethics education. 

Kevin has held numerous administrative positions within BYU and in professional organizations. He has served as President of the 

Federation of Schools of Accountancy and as President of the Teaching and Curriculum Section and of the Accounting Programs 

Leadership Group of the American Accounting Association (AAA). He served as Vice President Education of the AAA and on numerous 

AICPA committees, including the Pre-Certification Education Executive Committee and the Management Advisory Services Committee. 

This August he assumes responsibility as the President of the American Accounting Association. 

As a student at BYU, Kevin was active in the Gamma Alpha Chapter of Beta Alpha Psi, serving as the chapter treasurer. Upon returning to 

BYU as a faculty member, Kevin served for a time as the faculty advisor. He also has served as a member of the national Beta Alpha Psi 

Advisory Forum. 

Kevin and his wife Donna are the proud parents of five children and three beautiful grandchildren. 

Stocks was nominated by the Gamma Alpha Chapter at Brigham Young University. • 


11

Regional Meetings 

Region Student Student Chapters 

Participants Presentations Represented 

Atlantic Coast 260 33 35 

Midwest 302 30 41 

Missouri Valley 173 24 23 

Rocky Mountain 87 14 12 

Southeast 246 30 49 

Regional Meeting 

Objectives for Regional Meetings 

Regional meetings focus on 1) 

promoting inter-chapter activities; 

2) encouraging student interest in 

emerging business issues; 3) providing 

students the opportunity to develop 

communication skills, both written 

and oral; 4) providing members with 

the opportunity to exchange ideas 

concerning chapter operations and 

activities in both formal and informal 

settings; 5) providing the opportunity 

for general-leadership training for 

officers and members; and 6) fostering 

innovative and unique activities to 

promote and share best practices. 

The year’s regional meetings were 

attended by more than 1,540 students 

representing 228 chapters. The 

Nancy C. Harke Executive Office 

funded more than $171,000 for eight 

regional meetings. Each of the regional 

meetings was supported by members 

of the International Advisory Forum 

and attended by at least two board 

members and the respective 

Chapter Advocate. 

Southwest 177 23 30 

Western 141 20 25 

Northwest 160 20 13 

*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. 


2011 Regional Meeting Schedule 

Southeast February 25 – 26, 2011 Charlotte, NC 

Western February 25 – 26, 2011 Anaheim, CA 

Southwest March 4 – 5, 2011 Dallas, TX 

Atlantic Coast March 18 – 19, 2011 Providence, RI 

Midwest April 1 – 2, 2011 Indianapolis, IN 

Rocky Mountain March 25 – 26, 2011 Salt Lake City, UT 

Missouri Valley April 8 – 9, 2011 Lincoln, NE 

Northwest April 15 – 16, 2011 Portland, OR 

Oceania April 14 – 15, 2011 Auckland, NZ 

12 BETA ALPHA PSI

Regional Best Practices 2010 

Service Learning 

Region University Chapter Name Chapter # 

Southeast The University of Tampa Lambda Beta 255 

Southwest Stephen F. Austin State University Epsilon Mu 127 

Atlantic Coast Pace University Iota Lambda 218 

Rocky Mountain University of Denver Alpha Zeta 29 

Midwest University of Minnesota Rho 17 

Missouri Valley Missouri State University Theta Pi 200 

Northwest Boise State University Zeta Psi 161 

Ethics & Integrity in Business 


Western San Diego State University Beta Eta 53 

Southeast Mississippi State University Beta Kappa 56 

Southwest University of Tulsa Eta Rho 178 

Midwest Bradley University Zeta Lambda 149 


Missouri Valley Missouri State University Theta Pi 200 

Northwest University of Washington Delta 4 

Chapter Stainability 


Western California State University, Northridge Epsilon Chi 137 

Southeast The University of Tampa Lambda Beta 255 

Southwest University of Arkansas Alpha Iota 32 

Rocky Mountain University of Denver Alpha Zeta 29 

Midwest Youngstown State University Kappa Xi 244 


Missouri Valley University of Nebraska at Lincoln Delta Omicron 107 

Northwest University of Washington Delta 4 

Deloitte has been the proud sponsor 

of the Best Practices program at both 

the regional and national meetings 

since 2001. Its sponsorship is intended 

to encourage students to develop 

and execute programs that promote 

awareness and student involvement in 

projects that exemplify values shared 

by Beta Alpha Psi and Deloitte. These 

values are captured and promoted 

through the topics selected each 

year by the President-elect and the 

Deloitte Forum Member. These topics 

involve such areas as ethics, corporate 

responsibility, diversity, increasing 

awareness of the accounting profession, 

skills-based volunteerism and 

globalization. 

All chapters are encouraged to share 

their Best Practices through a two-step 

competitive process. Initially chapters 

will submit an abstract and, if found 

eligible, make a presentation at their 

respective Regional Meeting; winning 

chapters (first, second and third place) 

will: 1) receive verbal recognition and 

monetary awards and, 2) first-place 

chapters will earn the right to give their 

presentations at BAP’s annual meeting. 

Winning chapters at the annual 

meeting will be awarded a plaque, 

verbal recognition and additional 

monetary awards. 

For 2010, to the left is the list of 

chapters that won first place at the 

2010 Regional Meetings and will be 

eligible to participate at the 2010 Annual 

Meeting in San Jose, CA. 


13

International Scholars 

In an effort to promote and 

recognize scholarship, Beta 

Alpha Psi initiated a program to 

acknowledge selected students 

as Beta Alpha Psi 

International Scholars. 

• Regional Meeting Scholar (RM) 

Regional Meeting Presentation 

• Annual Meeting Scholar (AM) 

Annual Meeting Presentation 

• Best Practices Scholar 

(BP/AM) Best Practices 

Presentation at Annual Meeting 

• Best Practices Scholar (BP/RM) 

Best Practices Presentation at 


• Project Run With It (PRWI) 

Presentation at the 

2009 Annual Meeting 

Brooklyn, NY 

Selection of individuals to be 

designated as scholars occurred 

as part of the evaluation process 

for each event. Those selected 

as Scholars have participated 

with a high level of scholarly 

quality. Each chapter is 

encouraged to select individuals 

to participate in these activities 

and, in an appropriate forum, 

recognize those students who 

have been designated Beta 

Alpha Psi International Scholars. 

Beta 

University of Oregon 

Reed Engall BP/AM 

Ashley Kennel BP/AM 

Roy Matsunaga BP/AM, BP/RM 

David Wallenstein BP/AM 

Erika Bulay BP/RM 

Alice Zhang BP/RM 

Jordan Patterson BP/RM 

Mei Li Yu RM 

delta 

University of Washington 

Eric Liang BP/AM 

Alvin Lai BP/AM 

Jessica Nguyen BP/AM, BP/RM 

Gillian Donnelly BP/AM 

Blake Thomas BP/AM 

Maria Klieber PRWI 

Elizabeth Vaughn PRWI 

Jenny Park BP/RM 

Matt Jensen BP/RM 

Jacky Tang BP/RM 

Susie Shapiro BP/RM 

Michael Plengrat BP/RM 

Hank Cycyota BP/RM 

Peter Zalusky BP/RM 

Aurelie Machefert BP/RM 

Hannah Kim BP/RM 

Alene Vanden Heuvel RM 

Marilu Cruz RM 

Karlyn Kurokawa RM 

EPsilon 

Oregon State University 

Kevin Thorpe RM 

IOTa 

University of Southern 

California 

Fouad Abu-Kazam AM 

Jamie Kwak AM, RM 

Karen Poon AM 

Charmaine Chan BP/RM 

Sarah Pak BP/RM 

Ashley Cho BP/RM 

Debbie Kim BP/RM 

Sharon Ren RM 

MU 

New York University 

Jeffrey Yen BP/AM 

Danyu Wei BP/AM 

International Scholars by Chapter 

NU 

University of Colorado at Boulder 

Kristin Larson BP/RM 

Joseph Goldstein BP/RM 

Rho 

University of Minnesota 

Alex Ellingson BP/RM 

Bailey Birtzer BP/RM 

Kyle Canaday BP/RM 

Kristen Ruud BP/RM 

Lara Applegate BP/RM 

PHI 

Louisiana State University 

Sarah Miller BP/AM 

Rachelle Ross BP/AM, BP/RM 

Emily Plauche BP/AM 

Megan Dolron BP/AM 

Scott Safron BP/AM 

Carly Krizmanich PRWI 

Tara Stauder BP/RM 

Erin Phillips BP/RM 

Stephen Collura BP/RM 

Chris Whelan BP/RM 

Psi 

Marquette University 

Natalie Mitchell AM 

Cara Skowronski AM 

Jill Brown AM 

Katie Long BP/RM 

Rachel Smith BP/RM 

Richard Casper RM 

Patrick Bender RM 

Alpha Beta 

The University of Alabama 

David Roebuck AM, RM 

Alpha Zeta 

University of Denver 

Jim Tripp AM 

Jenn Lund BP/RM 

Hilary Robinson BP/RM 

Liz Bender BP/RM 

Armando Vaquez BP/RM 

Franics Rooney BP/RM 

Brian Clenin RM 

Arpeeneh Adamian RM 

Alpha Theta 

University of Mississippi 

Will Threadgill PRWI 

Chad Berry BP/RM 

Kristen Barnette BP/RM 

Coby Parker BP/RM 

Brandon Willingham BP/RM 

Natalie Steverson BP/RM 

Christine Duda BP/RM 

Arpeeneh Adamian BP/RM 

Gretchecn Cook BP/RM 

Alpha Iota 

University of Arkansas 

Tayna Gardner AM 

Cassie Drake AM, BP/RM 

Laura Akin BP/RM 

Paige Gray BP/RM 

Lindy Milburn RM 

Colin O’Donnell RM 

Lindsey Hicks RM 

Alpha Kappa 

Ohio University 

Mark Druffel AM 

Nathaniel Slang AM 

Rebecca Posey BP/AM 

Megan Souder BP/AM, BP/RM 

Martin Wirtz BP/AM 

Brittni Downs BP/AM, BP/RM 

Katie Bennett BP/RM 

Rachel Denham PRWI 

Michelle Wang BP/RM 

Lu He BP/RM 

Kat Morgenthaler RM 

Zach Hedrick RM 

Christy Grunebach RM 

Cheer Cheung RM 

Christy Stock RM 

Alpha Mu 

University of Kentucky 

Qorinah Wardhani RM 

Bryan Bulkley RM 

Alpha Nu 

Creighton University 

Kelly Tangen RM 

14 BETA ALPHA PSI



Alpha Pi 

University of Iowa 

Eric Hartter BP/AM 

Mike Less BP/AM 

Daniel Teper PRWI 

Brian Nowack BP/RM 

Tim Rosener BP/RM 

Danielle Protexter BP/RM 

Maranda Brandt BP/RM 

Staci Meade BP/RM 

Samantha Feldman BP/RM 

Wilson Roorda RM 

Mickey Untiedt 

Sean Iske RM 

Kristin Hanson RM 

Alpha Upsilon 

Bowling Green State 

University 

Jeff Koons RM 

Leslie Benner RM 

Scott Arcuri RM 

Amber Solden Wagner RM 

Lindsey Welch RM 

Alpha Chi 

Louisiana Tech University 

Caitlin McAlpin RM 

Cecil Garrick II RM 

Alpha Psi 

West Virginia University 

Jamin Maradei PRWI 

Alpha Omega 

Fordham University 

Erica Berglind BP/RM 

Frank Ferrara BP/RM 

Amanda Garzon BP/RM 

Matthew Lee BP/RM 

Beta Alpha 

Indiana University 

Anubhar Bhatia BP/RM 

Andrew Botts BP/RM 

Michal Arendt BP/RM 

Justin Krachmalnick BP/RM 

Andrew Barnett BP/RM 

Gregory Cheng BP/RM 

Ben Jarona BP/RM 

Amy Ollinger BP/RM 

Beta Eta 

San Diego State University 

Joy Gregvig AM 

Ryan Aannerud PRWI, BP/RM 

Minami Murphy BP/RM 

Thomas Jang BP/RM 

Beta KAPPA 

Mississippi State University 

Candace McGee PRWI 

Candace Mcgee BP/RM 

Michael Little BP/RM 

Liz Krusemark BP/RM 

Rebecca Kershaw BP/RM 

Beta LAMBDA 

California State University 

Los Angeles 

Soo Chuh BP/AM 

Samuel Oh BP/AM 

David Benitez BP/AM 

William Choi BP/AM, BP/RM 

Rachel Lee BP/RM 

Pat Kie Wong BP/RM 

Hua Tang BP/RM 

Daniel Dong BP/RM 

Larry Wasan BP/RM 

Leena Chow BP/RM 

Shermont Banks BP/RM 

Diana Hua Tang BP/RM 

Beta XI 

University of Miami 

Michelle Wacht AM, RM 

Emanuela Florea AM, RM 

Jim Deloitte AM, RM 

Raul Muas AM 

Beta Upsilon 

University of Georgia 

Hunter Smiley AM 

Samir Patel AM 

Jessica Draper AM 

Igor Ryvkin PRWI 

Beta Chi 

San Francisco State University 

Olga Lazarova BP/RM 

Nadia Slyusareva BR/RM 

Beta PSI 

Kent State University 

Joseph Campbell AM 

Ray Dipre BP/RM 

Lauren Lampley BP/RM 

Alexis Janes BP/RM 

Matt Moak BP/RM 

Michelle Maitert BP/RM 

Andrew Ashton BP/RM 

Adam Kanzigg RM 

Jesse Ray RM 

Felecia Qamar RM 

Casey Frame RM 

Jackie Madar RM 

Joey Campbell RM 

Beta Mu 

Georgia State University 

Jason Arandjelovic BP/RM 

Winifred Akande BP/RM 

Beta Rho 

Florida State University 

Brad Ellman RM 

Christie Price RM 

Megan Pannell RM 

Justin Simmons RM 

Austin Chinick RM 

Gamma Alpha 

Brigham Young University 

Annie Iden AM 

Quentin Stoker AM 

Brent Monson AM 

Quentin Stoker RM 

Gamma Beta 

University of South 

Carolina 

Cason Brewer PRWI 

D.J. Hill RM 

Matt Sigafoos RM 

Gamma Epsilon 

University of Toledo 

Stephen Miller RM 

Chris Konstandas RM 

Gamma Eta 

University of Akron 

Christopher Garman AM 

Stacey Kies AM 

Justin Gable RM 

Autumn Neitzelt RM 

Chris Garman RM 

Gamma Kappa 

University of Nebraska 

at Omaha 

Connor Holt BP/AM 

Clark Ruby BP/AM 

Jamie Cafferty BP/RM 

Cara Horn BP/RM 

Jacob Bright RM 

Gamma Omicron 

California State University, 

Fresno 

Keaton Young BP/RM 

Paul McDonald BP/RM 

Yukiko Hijoka-Crutchfield 

BP/RM 

Esperanza Lazcano BP/RM 

Rebekah Filer BP/RM 

Juan Alvarez BP/RM 

Gamma Sigma 

University of New Orleans 

Debra Alverez AM, BP/RM 

Anthony Burrell AM, BP/RM 

Alaina Stokke PRWI 

Ashley Carpenter BP/RM 

Mike Wang BP/RM 

Gamma Pi 

Northern Illinois University 

Paul Lee AM 

Thankh Nyugen AM 

Ryan Rogina AM 

Andrew Miller BP/RM 

Tahyr Alladurdiyen BP/RM 

Chris Navratil RM 

James Farrelly RM 

Gamma Omega 


Long Beach University 

Bernadette Hunter RM 

Vincent Nguyen RM 

Karen Shiozaki RM 

Danny Vu RM 

Gamma Phi 

University of Texas 

at Arlington 

Tiffany Coker PRWI, RM 

Taraz Yazhari RM 

Josh Sherrill RM 

Haider Abbas RM 

Gamma Psi 

University of Missouri 

St. Louis 

Allison Loser PRWI 

Chad Gornicz BP/RM 

Ann Duke BP/RM 

Allison Vazquez BP/RM 

Delta Alpha 

University of Wyoming 

Cassie Marshall BP/AM 

Angela Barrett BP/AM 

Brent Bright BP/AM 

Alex Hebbert BP/RM 

Mellissa McCarthy BP/RM 

James Martineau BP/RM 

Delta Beta 


Fullerton 

Daisy Zhao AM 

Eric Yoon AM 

Alvin Artadi AM, RM 

Scott Roberg AM 

Janet Lee PRWI 

Nick Saul RM 

Agnes Sukartu RM 

Delta Gamma 

University of South Florida 

Heather Beisswanger PRWI 

Richard Grieder BP/RM 

Ingrid Poole BP/RM 

Kyle Jones BP/RM 

Stacy Romick BP/RM 

Amanda Porpuski BP/RM 

Keven Rayne BP/RM 

Stephanie Wagenfohr BP/RM 

Jaimie Worth BP/RM 

Delta Epsilon 

Washington State 

University 

Kelly Kube BP/RM 

Tara Low BP/RM 

Scott Hagihara BP/RM 

Dan Ulrich BP/RM 

Patrick Heneghen RM 

Delta Eta 

Seattle University 

Gerald Umayam PRWI, RM 

Agatha Dodek RM 

Delta Theta 

University of Hawaii, 

Manoa 

Vicotoria Nael-Decierdo PRWI, 

BP/RM 

Raymond Koo PRWI, BP/RM 

Ka Lee “Claire” Chow BP/RM 

Delta Kappa 

The University of Montana 

Marika Paris BP/RM 

Delta Omicron 

University of Nebraska 

– Lincoln 

Jennifer Knust AM 

Taylor Pugh BP/RM 

Brooke Parsons BP/RM 

Jennifer Knust BP/RM 

Kimberly Zarybricky RM 

Ben Higgins RM 

Alycia Libolt RM 

Kyle Steffensmeier RM 

Sam Barg RM 

Andrew Thompson RM 

Marcus Cech RM\ 

Zach Jelinck RM 

Adam Fritz RM 

Scott Stepanek RM 

Cody Zavadil RM 

Kristen Seda RM 

Jacob Jensen RM 


15



Delta PI 

Hofstra University 

Steven Baierlein BP/RM 

Heather Decarlo BP/RM 

Arielle Geffner BP/RM 

Kris Karalis BP/RM 

Delta Psi 

Cleveland State University 

Stephen Kresnye RM 

Anna Badea RM 

Janell Reeves RM 

Delta Omega 

Utah State University 

Clint Allen AM, BP/RM 

Brian Monsen BP/AM 

Andy Christensen BP/AM 

Megan Low BP/AM 

Jill Aoki BP/RM 

Jason Tomlinson BP/RM 

Steve Hurd RM 

Jordon Livingston RM 

Epsilon Zeta 

Virginia Commonwealth 

University 

Virginia Kipp AM 

Donald Harvey AM 

Jonathan Culbreath BP/RM 

Brittany Forehand BP/RM 

Kristen Richardson BP/RM 

Stephen Richey BP/RM 

Epsilon Gamma 

University of Central 

Florida 

Sam Campion RM 

Tiffany Bell RM 

Melissa Lilly RM 

Carlos Lopez BP/RM 

Richard metro BP/RM 

Epsilon Delta 

University of Missouri 

Kansas City 

Ara Azad BP/RM 

Funda Kanli BP/RM 

Epsilon Theta 

Kansas State University 

Alec Williams AM 

Jenny Linville AM 

Katie Kramer AM 

Hillary Blue AM 

Epsilon Mu 

Stephen F. Austin 

State University 

Jodi Henley AM, BP/RM 

Marcy Roe AM 

Nicole Brantley AMBrittany 

Dornak AM 

Ashley Stilley BP/RM 

William Hawkins BP/RM 

Vicki Tippit BP/RM 

Miranda BP/RM 

Eric Sparks BP/RM 

Epsilon Nu 

Murray State University 

Brittni Sullivan AM 

Rachel Sturdivant PRWI 

Epsilon Xi 

University of Utah 

Catherine Degn PRWI 

Trenton Doman PRWI 

Adrienne Jones RM 

Michael Whipple RM 

Catherine Degn BP/RM 

Scott Hollist BP/RM 

Brigette Hammond BP/RM 

Epsilon Omicron 

Auburn University 

Anthony Caltabiano RM 

Ryan Zeek RM 

Ashley Burton RM 

Epsilon Rho 

University of Wisconsin 

Whitewater 

Craig Steubs AM 

Patrick Halford PRWI 

Epsilon Chi 


Northridge 

Cheryl Shi AM 

Schatzi Herda AM, BP/RM 

George Fronjian BP/RM 

Jenny Huo BP/RM 

Michael Iskaros BP/RM 

Sagar Kirit BP/RM 

Romy Ron BP/RM 

Jacob Sparks BP/RM 

Epsilon Psi 


East Bay 

Riahn Dixit AM 

Selena Sin AM 

Jerome Ort AM 

Epsilon Omega 

Eastern Michigan 

University 

Ran “Jophie” Chen BP/RM 

Michael Taylor BP/RM 

Zeta Alpha 

Purdue University 

Brittany Cooley AM 

Aixin Zhang AM 

Zeta Beta 

Western Illinois University 

Kayla Sharpe PRWI 

Grace Costello BP/RM 

Adam Rebidas BP/RM 

Patricia Lake BP/RM 

Zeta Epsilon 

Texas A&M University 

Commerce 

Tammy Willner BP/RM 

Vicky Ho BP/RM 

Nancy Pope BP/RM 

Bridget Newman BP/RM 

Max Goerte BP/RM 

Zeta Upsilon 

University of Houston 

Clear Lake 

Rebecca Threatt BP/RM 

Martha Lujan-Ripoll BP/RM 

Zeta Theta 

University at Buffalo 

The State University of 

New York 

Jeffrey Bassen AM 

Marcos Manuta PRWI 

Nathanael Carbrey BP/RM 

Tiffany Chin BP/RM 

Samuel Huoh BP/RM 

Tyler Kafka BP/RM 

Kelly Amos BP/RM 

Slaven Dreno BP/RM 

Natalie Fenocchi BP/RM 

Yi Lin BP/RM 

Jeffrey Nudd BP/RM 

Mohammed Oladejo BP/RM 

Olga Stamatova BP/RM 

Erica Starr BP/RM 

Olivia Tylutki BP/RM 

Heather Warnes BP/RM 

Zeta Iota 

University of Nevada, 

Reno 

Danielle Farris PRWI, RM 

Vittoria Catania BP/RM 

Nathan Devlin BP/RM 

J. Dexter Ramsey BP/RM 

Jacquelyn Simon BP/RM 

Lacee Peterson RM 

Zeta Kappa 

University of San Diego 

Stephen Steckbeck BP/AM, 

BP/RM 

Andy Kaestle BP/AM 

Rita Magliocco BP/AM 

Kerry Pohlson BP/AM, BP/RM 

Alysia Parkinson BP/AM 

Christina Oswald BP/AM 

Nicole Upper BP/AM 

John Martinez BP/AM 

Dale Pattugalan BP/AM 

Felicia Baldwin BP/RM 

Jayme Carneal BP/RM 

Christine Chang BP/RM 

Katrina Dela Paz BP/RM 

Michael DiCarlo BP/RM 

Cara Druse BP/RM 

Diva Patel BP/RM 

Zeta Lambda 

Bradley University 

Katie Kelch AM 

Megan Halverson AM 

Janelle Schoon AM 

Justin Knobeloch BP/RM 

Tyler Peterson BP/RM 

Sarah Rayfield BP/RM 

Zeta Nu 

Saint Louis University 

Rosanna Seiler RM 

Lindy Vu RM 

Zeta Sigma 

North Carolina A&T State 

University 

Devon Priovette PRWI 

Octavia Allen RM 

Kierra Young RM 

Zeta Chi 

University of North 

Carolina at Greensboro 

Ben Hunter BP/RM 

Zeta Psi 

Boise State University 

James Bird PRWI, BP/RM 

Glenda Smith BP/RM 

Macey Crow BP/RM 

Zeta Omega 

Ball State University 

Justin Proctor BP/RM 

Trent Wilson BP/RM 

Erin Harbeson BP/RM 

Eric Fisher RM 

Danielle Larison RM 

Kara Polston RM 

Tara Snider RM 

Eta Alpha 

University of North 

Carolina at Charlotte 

Michael Lucisano AM 

Christine D. Mays AM 

Angela Burns AM 

Irina Basarabeanu AM 

Kevin Archer RM 

Thien Vu RM 

April Strickland RM 

Aubrey Rinkert RM 

Christine Mays RM 

Lisa Hardee RM 

Eta Beta 

University of Texas 

at San Antonio 

Paola Resendez AM 

Edgar Rosillo AM 

Melissa Cordero AM 

Billy Mondor AM 

Amanda Arrendondo RM 

Briana Ramirez RM 

Andre Moreira RM 

Eta Gamma 

University of Louisville 

Kerry Griesinger BP/RM 

Melanie Timperman BP/RM 

Eta Delta 

James Madison University 

Charles Gomes BP/RM 

Dennis Romero BP/RM 

Liz Town BP/RM 

Eta Zeta 

University of Dayton 

Lauren Humi AM 

Susan Massey AM 

Colleen Smith AM 

Eta Epsilon 

Central Michigan University 

Ruoy Barron AM 

Alyssa Cramer AM 

Christina Carpenter PRWI 

Emily Turbiak BP/RM 

Alysa Cramer BP/RM 

Eta Theta 


– Milwaukee 

Anna Kovalenko BP/AM, BP/RM 

Jasmine Crandall BP/AM 

Samantha Tess BP/AM 

Nick Kadulski BP/RM 

Ryan Bohn BP/RM 

16 BETA ALPHA PSI



Eta Iota 

Florida International 

University 

Albert Tamayo AM 

Laura Sotomayor AM 

Juan Duarte AM 

Marie Torrisian AM 

Sabrina Dinescu AM 

Paul Gulisano AM 

Jesse Gonzalez AM 

Marie Torossian BP/RM 

Trevor Davis BP/RM 

Jeffrey Kellogg BP/RM 

Jacquelyn Gomez BP/RM 

Andres Cruz BP/RM 

Eta Lambda 

Idaho State University 

Lakyn DeRochie BP/RM 

Eta Mu 

St. John’s University 

Rosalieann Patane BP/RM 

Jennifer Knoesel BP/RM 

Michael Meyer BP/RM 

Alyssa Tallani BP/RM 

Eta Rho 

University of Tulsa 

Katie Largent BP/RM 

Allison Bertram BP/RM 

Eta Sigma 

University of Louisiana 

at Monroe 

Ashlyn Labat AM 

Eta Tau 

Florida Atlantic University 

Scarlett Lin BP/RM 

Rebecca Britton BP/RM 

Eta Phi 

Oakland University 

(Michigan) 

Kristen Bigelow BP/RM 

Stephen Yono BP/RM 

Eta Psi 

Wright State University 

Jeremy Miller RM 

Kate Lash RM 

Theta Beta 

University of Texas at 

El Paso 

Rosa Haydee BP/AM 

Nadia Abugalyon BP/AM 

Susi Barron BP/AM 

Esther Robinson BP/AM 

Eric Cordero BP/AM 

Carlos Natividad-Licon BP/AM 

Anthony Hart BP/RM 

Erick Gomez BP/RM 

Jose Guerra BP/RM 

Ada Paniagua BP/RM 

Theta Delta 

Suffolk College 

Katie Scharr PRWI 

Theta Gamma 

Bentley College 

Meghan Richardson AM 

Daniel Berger BP/RM 

Christina Beshaw BP/RM 

Thomas Hadala BP/RM 

Lindsey Sauve BP/RM 

Theta Eta 

Southeastern Louisiana 

University 

Stephanie Cacioppo AM 

Kristen Spano AM 

Mark Winebrener AM 

Devon Lambert AM 

Skyler Seal RM 

Maria Moreno RM 

Luke Morris RM 

Jennifer Montgomery RM 

Lindsey Watts RM 

Theta Lambda 


Arkansas 

Rachel Foster BP/AM 

Kristin Vest BP/AM 

Jessica Rucker BP/AM 

Theta Nu 

Fort Lewis College 

Amanda Arnold AM 

Rachel Lasiewicz PRWI 

Joel Aguilar RM 

Evan Smith RM 

Theta Xi 

The University of 

New Mexico 

Jessica McQuay AM, BP/RM 

Kyle Hillman AM 

Salim Shakir BP/RM 

Thomas Helgeland BP/RM 

Carson Townsend BP/RM 

Erica Sullivan BP/RM 

Theta Omicron 

University of Nevada, 

Las Vegas 

Olga Maydamik AM 

Stephanie Holland AM 

Aaron Smith RM 

Theta Pi 

Missouri State University 

Lindsey Brownsberger AM, 

BP/RM 

Rebecca Barrientos AM, BP/RM 

Julie Ravenscraft BP/RM 

Ally Hartsfield BP/RM 

Jinyi Ge BP/RM 

Jeremy Esquivel BP/RM 

Winston Wun BP/RM 

Michael Holth BP/RM 

Holly Kinney BP/RM 

Theta Sigma 

University of Colorado 

at Denver 

Jana Kellyova PRWI 

Theta Upsilon 

University of South Dakota 

Gregory Miner BP/RM 

Nicholas Nelson BP/RM 

Kristine Kueny RM 

Theta Phi 

Western Washington 

University 

Hayley Gardiner PRWI 

Jeff Reiter PRWI 

Libe Bear BP/RM 

Paul Than BP/RM 

Daniel Martin RM 

Yelena Tikhonova RM 

Theta Psi 

University of Northern 

Colorado 

Austryn Bruchs RM 

Chantelle Battista RM 

Krista Reinbold RM 

Iota Beta 

Iowa State University 

Brandon Honnold RM 

David Winn RM 

Iota Gamma 

University of Idaho 

Scott Hurlbert AM 

Kimberly Scott AM 

Andrea Hasenoehrl PRWI 

Iota Lambda 

Pace University 

Ridwan Zaman BP/AM, BP/ 

RM 

Angela Whittaker BP/AM 

Sang Lee BP/AM 

Bertrand Pigeon BP/AM 

Isaiah Urbino BP/AM 

Dominick Mele PRWI 

Diana Cano BP/RM 

Robert Kern BP/RM 

Elliot Palatnik BP/RM 

Hiren Prajapati BP/RM 

Wei Man Tang BP/RM 

Donald Fleurantin BP/RM 

Daniel Giordano BP/RM 

Robin Herrman BP/RM 

Diana Kaiami BP/RM 

Vanessa Mae Teodoro BP/RM 

Cynthia Contreras BP/RM 

Shady Fahmy BP/RM 

Andrew Goncalves BP/RM 

Adam Igayev BP/RM 

Iota Mu 


Missouri 

Phillip Beckett PRWI 

Curtis Beasley BP/RM 

Melissa Gamma BP/RM 

Iota Phi 

University of West Florida 

Katherine Byrd PRWI 

Iota Sigma 

Nicholls State University 

Cherie Boudreaux RM 

Justin Bourgois RM 

Iota Upsilon 


- LaCrosse 

Andrew Cox BP/RM 

Morgan Lambert BP/RM 

Kappa Eta 

Texas State University 

San Marcos 

Countess Kwiatkowski AM/BP, 

RM/BP 

Roxanne Moralez AM/BP 

Courtney Campbell AM/BP 

Irasi Tamayo RM/BP 

Angel Miraldes RM/BP 

Eric Ralph RM/BP 

Kappa Theta 

University of Louisiana 

at Lafayette 

Lauren Sonnier AM 

Melissa Montalbano AM 

Ellen Gauthreaux AM, BP/RM 

Bess Trahan BP/RM 

Jessica LeJeune RM 

Robin LeBlanc RM 

Kyle Buzzanca RM 

Kappa Mu 

Sam Houston State University 

Dana Prasatik RM 

Lauren Jones RM 

Daniel Lemon RM 

Michael Deane RM 

Kappa Nu 

Truman State University 

Joseph Pomicter AM 

Megan McLaughlin BP/RM 

Nate White BP/RM 

Puskar Dahal RM 

Katie Sassenrath RM 

Kappa Xi 

Youngstown State 

University 

Steve Carchedi AM 

Matthew Pollock BP/RM 

Ryan Garman BP/RM 

Tarik Awad BP/RM 

Ashley Tonkovich BP/RM 

Raechel Bodnar BP/RM 

Karen Cooper BP/RM 

Tarik Aweal BP/RM 

Ryan Garman BP/RM 

Matt Pollock BP/RM 

Kappa Sigma 

University of 

Michigan-Dearborn 

Karen Green AM 

Ana Buia AM 

Mahshid Keshavarz AM 

Marinela Zgourov AM 

Kyle Mlinek BP/RM 

Hannah Sanday BP/RM 

Karen Green BP/RM 

Katre Klow BP/RM 

Elena Pozen BP/RM 

Barbara Bellaver BP/RM 

Nina Susu RM 

Ilma Leka RM 

Noela Leka RM 

Karen Green RM 


17



Kappa Upsilon 

University of Pittsburgh 

Jonathan Kostuch BP/AM 

Brendan Reilly BP/AM, BP/RM 

Cara Reparsky BP/AM 

Lauren Landry BP/AM 

Laura Klemer BP/RM 

Stephen Koscumb BP/RM 

Michael Haley BP/RM 

Janelle Kraynak BP/RM 

Garrett Loughman BP/RM 

Donald Scott BP/RM 

Kappa Phi 

Marshall University 

Tyler Rowland PRWI, BP/RM 

Alex Kovarik AM 

Max Billmyer PRWI, BP/RM 

Anna Dingess BP/RM 

Grant Grishaber BP/RM 

Ellen Moore BP/RM 

Jessica Johnson BP/RM 

Joseph Skopic BP/RM 

Randy Michael BP/RM 

Kappa Chi 

Western Illinois University 

- Quad Cities 

Beth Patrizi BP/RM 

Lela Bieri BP/RM 

Lambda Beta 

The University of Tampa 

Andrew Argue BP/AM, BP/RM 

Nick Williams BP/AM 

Jing Ming Ma BP/AM 

Michael Buckland BP/AM 

Kayla Adams BP/AM 

Jenna Scinta BP/RM 

Meredith Klein BP/RM 

Janell Garguillo BP/RM 

Roman Cowan BP/RM 

Jingming Ma BP/RM 

Maxwell McQuirter BP/RM 

Patrick Campbell BP/RM 

Robert Mainelli BP/RM 

Lisa Reale BP/RM 

Stephanie Gorospe BP/RM 

Valerie Bryan BP/RM 

Lambda Zeta 

SUNY Oswego 

Brittany Vetter PRWI 

Lambda Gamma 

Pittsburg State University 

Brittany Bumphus AM 

Devon Privette AM 

Lambda Pi 

Manhattan College 

Anthony Fiore BP/RM 

Kimberly Pappas BP/RM 

Lambda Psi 

Emporia State University 

Robert Carr BP/AM 

Beau Bemis BP/AM 

Julian Rios BP/RM 

Todd Fitzsimmons BP/RM 

Orson Thomas BP/RM 

Thom Hoang BP/RM 

Macklin Schuartz RM 

Corina Nour RM 

Julian Rios RM 

Lambda Mu 

University of 

Southern Indiana 

Chris Schwenk AM 

Clay Ranard AM 

Emily Shetler BP/AM 

Katerina Shirokova BP/AM 

Anna Shade BP/AM, RM 

Kiersten Deig BP/AM 

Anna Shade BP/RM 

Aaron Field BP/RM 

Jamie Perry BP/RM 

Kaycie Hibdon BP/RM 

Ashley Seibert RM 

Heather Miles RM 

Andrew Shetler RM 

Lambda Xi 

Elon University 

Todd Cash PRWI 

Tamekia Sizoo PRWI 

Jennifer Kirts BP/RM 

Daniel Shulman BP/RM 

Alexander Dempsey BP/RM 

Stephen Jones BP/RM 

Patrick Campbell BP/RM 

Lambda Omega 

The University of Sydney 

Australia 

Peter O’Neill PRWI 

Meena Subramanyam PRWI 

Mu Gamma 


St. Petersburg 

Samantha Edwards PRWI 

Melissa Whitaker BP/RM 

Michael Sneaker BP/RM 

Anita Sefa BP/RM 

Enton Kane BP/RM 

Christy Dunkle BP/RM 

Cuong Ly BP/RM 

Tara DiMartino BP/RM 

Mu Zeta 

Valdosta State University 

Christopher Topham BP/AM 

Karlie Martin BP/AM 

Casey Harrell BP/AM 

Brandon Eichler PRWI 

Melanie Terwood PRWI, RM 

Stephen Rice RM 

Chris Heape BP/RM 

Eufemia Ketz BP/RM 

Sahil Grover BP/RM 

Shataqua Williams BP/RM 

Branden Eichler BP/RM 

Mu Lambda 

Florida Gulf Coast 

University 

Robert Jamerson RM 

Dobrina Mileva RM 

Mu Kappa 

University of Texas at Tyler 

Kelly Lambert BP/RM 

Ursula Diaz BP/RM 

Sadie Gutier BP/RM 

The Auckland Chapter 

The University of Auckland 

School of Business 

Salah Al-Chanati PRWI 

Petitioning 

Southeast Missouri 

State University 

Lucas Luckett PRWI 

University of Nebraska at 

Kearney 

Nikki Blaschko PRWI 

University of Washington, 

Bothell 

Nathan Al-Huwail BP/RM 

Andrew Lowe BP/RM 

Alex Asou BP/RM 

Vlad Kolpatcher BP/RM 

18 BETA ALPHA PSI

Oceania Meeting 

The first Oceania Meeting, held April 8–10 in Sydney, Australia, was a success! 

The University of Sydney was the meeting host. It was attended by students and faculty from the University 

of Sydney, the University of Auckland and Massey University. Both Australia and New Zealand were well 

represented. 

We started the meeting with introductions, then took a bus ride to a Community Service Day at Foodbank 

Sydney. We sorted many pallets of different types of both food and non-food items into stacks for shelters and 

soup kitchens. We worked diligently and efficiently, surprising the warehouse managers who had to struggle 

to keep our hardworking group busy. After returning to downtown Sydney, the Dean of the Business School at 

the University of Sydney treated us to a wonderful Thai dinner. 

On Friday we began our work. We started with an operations meeting to determine the name of the region, 

locations and frequency of regional meetings, and policies, budget, and other financial issues. After the 

operations meeting, we attended technical breakout sessions on the following accounting and finance topics: 

• Accounting for Sustainability - Geoff Frost (University of Sydney) 

• Use of Gaming Principles while Learning Accounting - Paul Blayney (University of Sydney) 

• E-Learning in Accounting - Julie Harrison (University of Auckland) 

• Riding the Dragon in the Year of the Tiger - Tyrone Carlin (University of Sydney) 

• Risk Management Under Basle III - James Conover (University of North Texas) 

Following the breakout sessions, members from 

each of the three chapters made presentations in 

chapter operations sessions and gave everyone 

an opportunity to discuss their experiences. Each 

chapter presented what they are doing and issues 

and problems they are facing. The chapters helped 

each other solve common issues. The final set of 

sessions were concurrent breakout sessions for 

Chapter Faculty Advisors and Board Members and 

for students. The student session focused on work 

and internships. 

Oceania Regional Meeting 

Saturday morning began with a negotiation 

competition. Each team performed valiantly with 

the winning team receiving a favorite Australian 

candy, Maltesers. Pearl Rosenberg followed with 

the keynote address, “Giving Something Back.” 

We closed the meeting with a group photo of 

participants. 

This wonderful meeting could not have been more fun or more valuable. Thanks to Pearl Rozenberg, Director 

of Global Activities and University of Sydney faculty member, for a wonderful meeting! 

Teri Conover 

President Elect 2009-2010 


19

Outstanding Faculty Advisors 

One of the most vital elements 

in the success of a Beta Alpha Psi 

chapter is the Faculty Advisor. 

Through countless hours of 

commitment, individual Faculty 

Advisors make substantial 

contributions to the professional 

growth and development of 

business financial information 

students. Beta Alpha Psi, through 

its cooperation with McGladrey, 

is privileged to recognize 

outstanding Faculty Advisors who 

have demonstrated those rare 

qualities that place them at the 

top of all the dedicated Faculty 

Advisors. This year, the board 

of directors again has selected 

Outstanding Faculty Advisors 

based on a nomination form 

completed by the individual 

Faculty Advisors. The nomination 

assigns points for (1) years of 

service, (2) various chapter 

activities and (3) chapter awards. 

Other supporting documentation 

can be included as well. 

Madeleine Carlin 

Kappa Upsilon 


Pittsburgh, PA – Atlantic Coast Region 

Suzanne Ward 

Kappa Theta 

University of Louisiana at Lafayette 

Lafayette, LA – Southwest Region 

Together, the years of service, 

activities, awards and other 

relevant documentation 

demonstrate the Faculty Advisor’s 

concern for scholastic and 

professional development of 

students as well as the overall 

success of the chapter. 

For 2009-2010, five professors 

have been named Outstanding 

Faculty Advisors. They join 204 

of their colleagues recognized by 

Beta Alpha Psi since the award 

was started in 1969 in memory of 

Richard E. Claire by the Andersen 

Foundation and has been funded 

by McGladrey since 2007. 

Honorees receive a plaque and a 

cash award of $5,000 in tangible 

recognition of their service to 

Beta Alpha Psi. 

John Tripp 

Alpha Zeta 

University of Denver 

Denver, CO – Rocky Mountain Region 

Deborah Medlar 

Delta 

University of Washington 

Seattle, WA – Northwest Region 

Mehmet Kocakulah 

Lambda Mu 


Evansville, In – Midwest Region 

20 BETA ALPHA PSI

In memory... 

Michael E. Brown, a CPA and longtime lecturer in accounting in the College of Business 

Administration at the University of Missouri-St. Louis, died suddenly Nov. 30, 2009. He was 57 

years old. He earned a master’s degree in taxation from Walsh College in Troy, Mich., and was 

an agent for the Internal Revenue service for 27 years. Mike also taught accounting at UMSL for 

nearly 30 years. He was appointed a full-time lecturer in 2001. He served as faculty advisor for the 

Gamma Psi chapter of Beta Alpha Psi. Under his leadership, those student organizations won the 

Chancellor’s Distinguished Service Award in 2008. 

Professor Michael Brown 

University of Missouri – St. Louis 

“Mike Brown was a very important part of the accounting programs at UMSL,” said Mary Beth 

Mohrman, associate professor and accounting area coordinator. “He was a valued colleague, 

who always was willing to do whatever the department needed. He was a popular teacher, with 

a relaxed style and an endearing sense of humor. In his work with our student organizations, he 

became an important mentor and friend to many students and alumni. He will be deeply missed.” 

Michele Dantin Guidry, 49, a native of Cut Off, La., and resident of Thibodaux, La., died Friday, 

Dec. 11, 2009. Michele was the faculty advisor for the Iota Sigma Chapter of Beta Alpha Psi at 

Nicholls State University. 

Michele Guidry began teaching accounting courses in 1989, leaving behind the day-to-day tasks of 

preparing tax returns and generating financial statements. However, in 2003, Guidry decided to put 

into practice again what she had been teaching for 14 years. 

Michele completed a professional internship with Charles Theriot, CPA, where she served small 

business-accounting clients. This opportunity allowed her to sharpen her skills, update her knowledge 

of some of the main areas in accounting and see once again the workings of a CPA firm, Guidry says. 

Professor Michele Guidry 


Before becoming an instructor of accounting, Michele, a Certified Public Accountant, worked at 

Nicholls State University as the payroll and grants coordinator in the Controller Office. Being a part of 

university life and interacting with students are what Michele enjoyed most about being an instructor. 

George Samuel Minmier, Ph.D. 

University of Memphis 

Dr. George Minmier, 76, died July 1, 2010. Dr. Minmier, a Paris, Ark., native, graduated from the 

University of Arkansas with a Bachelor’s Degree in Accounting. He joined the U.S. Navy in 1956 and 

served on the USS Intrepid and the VW-4 Air Squadron (Hurricane Hunters) as a supply officer. After 

an honorable discharge, George worked as an accountant for a number of Fortune 500 companies 

and earned his M.B.A. from Southern Methodist University in Dallas in 1963. In 1967, George pursued 

his Ph.D. in Accounting at the University of Arkansas and later accepted a position with Georgia State 

University in Atlanta, where he earned the Outstanding Teacher Award Phi Chi Theta for Business 

Students. Jimmy Carter was the Governor of Georgia at the time, and George’s work became a part 

of Carter’s presidential initiatives. He became an accounting professor at the University of Memphis 

in 1979, where he was recognized as an outstanding professor, earned several honors and received 

the CPA and CMA certificates. George was committed to his beloved Beta Alpha Psi for the Gamma 

Chi chapter and was the longest serving faculty advisor in the international honors fraternity. His 

involvement spanned 30 years, including a number of years as a Regional Director and member 

of the Board of Directors. George was awarded the McGladrey & Pullen/BAP Outstanding Faculty 

Advisor Award two times. George was a wonderful and devoted father, grandfather and husband to 

his wife, Jean. He and Jean enjoyed traveling and taking cruises. An enthusiastic dancer, he frequented 

the former Summit Club “hug dancing” or jitterbugging with Jean. 


21

Outstanding Chapter Awards and Chapter Information 

Beta Alpha Psi’s objectives are accomplished through the activities of its individual chapters. Activities of each chapter are 

evaluated and approved based on a report submitted by the chapter to the Executive Office in accordance with Beta Alpha Psi’s 

Program for Chapter Activities. 

KPMG proudly sponsors the Gold Challenge and Superior Chapter Awards for 2009-2010. Up to 15 chapters will be named 

Gold Chapters at the 2010 annual meeting and will receive a monetary reward of $2,500 and a plaque. Each Superior chapter 

will receive a plaque and a $275 monetary award to be used for a scholarship and other purposes. For their activities, 142 chapters 

have been recognized as Superior, and 29 chapters have been recognized as Distinguished. Five chapters have been recognized as 

Significantly Improved, and one chapter has been recognized as Most Improved. The Most Improved receives a monetary reward of 

$500 paid by the fund established as a Memorial to Beta Alpha Psi’s former Executive Director, Nancy C. Harke. 

There were fifteen chapters who achieved Gold status for 2010. 

Chapter 

Number 

Charter 

Year 

Number 

of Initiates 

FY 2010 

Name 

School Name 

Faculty Advisor/ 

Co-Advisor 

1 1919 33 Alpha University of Illinois Susan Curtis 

Thomas Finnegan 

President 

Ho Jong Kim 

Da Hyun Kim 

Awards 

2 1921 18 Beta University of Oregon Joel Sneed Roy Matsunaga Superior 

4 1921 125 Delta University of Washington Deborah Medlar Jenny Park Superior/GOLD 

5 1922 20 Epsilon Oregon State University Amy Bourne Kevin Thorpe Superior 

6 1923 33 Zeta University of North Dakota Steve Carlson 

DeeAnn Ellington 

Erik Hauglid 

Brittany Kuntz 

8 1924 35 Theta University of Texas at Austin David Verduzco Rebekah Purrazella 

Peter Ray 

9 1925 82 Iota University of Southern California Rose Layton Karen Poon 

Jamie Kwak 

11 1925 21 Lambda University of California Berkeley Maria Nondorf Gabriel Catapang 

Sherman Kan 

Distinguished 

Superior 

12 1926 127 Mu New York University Aaron Hipscher Xin (Cindy) Qin Superior 

13 1927 51 Nu University of Colorado at Boulder Cathleen Burns Adam Pasha 

14 1929 54 Xi Syracuse University Mitch Franklin Christie Yesersky 

15 1929 25 Omicron The Ohio State University Richard Young Nishanker Damodara 

Lindsey Tisza 

16 1930 21 Pi Case Western Reserve University Kevin Carduff Justin Williams 

David Srsen 

Superior 

Superior/GOLD 

17 1931 9 Rho University of Minnesota Paul Gutterman Alex Ellingson Distinguished 

18 1932 116 Sigma University of Wisconsin – Madison Ann O’Brian Sara Schultz 

Jonathan Martin 

20 1938 44 Upsilon University of Florida Jesse Boyles Guillermo Lopez 

21 1939 55 Phi Louisiana State University Julie Chenier Sarah Miller 

Rachelle Ross 

Superior 

22 1939 63 Chi Oklahoma State University Patrick Dorr Jonathan Steele Superior 

23 1942 31 Psi Marquette University Cindy Gruber Carly Krizmanich Superior 

24 1942 43 Omega Miami University Clayton Hock 

Ronald Collins 

25 1948 88 Alpha 



Gamma 


Zeta 

J. Vincent Juron 

The University of Alabama Gary Taylor David Roebuck Superior 

CUNY – Baruch College 

Emanuel Zur 

Julius Cherny 

George Wang 

University of Denver John Tripp Arpeeneh Adamian Superior 

22 BETA ALPHA PSI


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 


Theta 


Iota 


Kappa 


Lambda 


Mu 


Nu 

University of Mississippi J. Shaw Antonia Pittari 

Andrew Cash 

Superior 

University of Arkansas Charles Leflar Lindsay Hicks Superior/GOLD 

Ohio University Connie Esmond-Kiger Megan Souder Superior 

University of Tennessee – Knoxville Karyn Valades Izabela VanDeest Distinguished 

University of Kentucky Jennifer Siebenthaler Sneha Kalyan 

Qorinah Wardhani 

Superior 

Creighton University Tom Purcell Hannah Etnyre Superior 

37 1954 1 Alpha Xi University of Detroit Mercy Jeanne David Nataliya Motovylyak 


Omicron 

Michigan State University Chris Hogan Willie Sims 

39 1954 45 Alpha Pi University of Iowa Joyce Berg Daniel Teper Superior 


Rho 


Sigma 


Upsilon 


Phi 


Chi 

Baylor University 

Bill Thomas 

Suzanne Abbe 

Keith Maynard 

University of Cincinnati David Burns Ryan Crotty 

Felicia Briner 

Bowling Green State University Phillip Schurrer Jeff Koons Superior 

Temple University 

Marco Malandra 

Steven Balsam 

Christina Kowal 

Distinguished 

Louisiana Tech University Carol Shaver Jamie Gray Superior 

46 1957 44 Alpha Psi West Virginia University Richard Brooks Andrew Fluharty Superior 


Omega 

48 1957 82 Beta 

Alpha 


Gamma 


Epsilon 


Zeta 

Fordham University Rosa Romeo Carlo Coumoutsos Superior 

Indiana University 

DePaul University 

Gretchen Handlos 

Malcolm McLelland 

John McEnroe 

Jon Assell 

Scott Raichilson 

Jacklyn Geary 

Emily Jung 

Lehigh University Karen Collins Nicole Chin 

Loyola University New Orleans Patrick Lynch Justin Marocco 

53 1960 58 Beta Eta San Diego State University David DeBoskey Wesley Martin Superior/GOLD 


Theta 

The Pennsylvania State University Ralph Licastro Constantine Mezhinsky 

55 1960 40 Beta Iota Loyola University, Chicago Brian B. Stanko 

Lisa Gillespie 


Kappa 


Lambda 

Matthew Daggett 

Mississippi State University Mark Lehman Justin Hancock Superior 

California State University, Los Angeles 

58 1961 119 Beta Mu Georgia State University - School of 

Accountancy 

Rafik Elias 

James G. Kunkel 

Allison Jacobs 

Brad Schafer 

59 1961 53 Beta Nu Tulane University Beauregard J. Parent 

Karen Foust 

60 1961 66 Beta Xi University of Miami Jacklyn Collins 

Seth Levine 


Omicron 

School Name 

University of Arizona 


Co-Advisor 

Karen Otto 

Carol Plagman 

62 1962 35 Beta Pi University of North Texas Dutch Fayard 

Jesse Robertson 

President 

Zhe Li 

Brett Guthrie 

Winifred Akande 

Brooke Bruns 

Scott Durco 

Karen Somoano 

Victoria DelGado 

Kelly Campbell 

Aleksander Joyanovic 

Awards 

Superior 

Most Improved Chapter 

Superior 

Significantly Improved 

Superior 

Distinguished 

63 1962 60 Beta Rho Florida State University Ronald Pierno Christina Price Superior 


23


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 


Sigma 


Sigma 


Upsilon 

University of Notre Dame Janet L.O’Tousa Caitlin Flynn 

Arizona State University 

67 1964 59 Beta Phi California State University, 

Sacramento 

Harriet Maccracken 

Janet Samuels 

JiaQi Bao 

Michael Sickles 

University of Georgia Dan Smith Amrita Veliyath 

Lauren Olson 

68 1964 35 Beta Chi San Francisco State University Mike Braswell 

Joanne Duke 

Superior 

Hugh Pforsich Phouc La Superior 

Amy Winters Pillai 

Superior 

69 1964 28 Beta Psi Kent State University Donald McFall Joseph Campbell Superior 


Omega 

71 1965 53 Gamma 


72 1965 104 Gamma 


School Name 

Texas Christian University Janice Cobb Meagan Wayland 

Brigham Young University Cassy Budd Kevin Lang Superior 

University of South Carolina 


Co-Advisor 

Caroline Stroble 

Susan Balk 

President 

David Hill 

Awards 

Superior 

73 1966 96 Gamma 

Delta 

74 1966 17 Gamma 

Epsilon 

75 1966 18 Gamma 

Zeta 

76 1967 22 Gamma 

Eta 

77 1967 67 Gamma 

Theta 

79 1967 41 Gamma 

Kappa 

80 1967 65 Gamma 

Lambda 

81 1967 15 Gamma 

Mu 

82 1968 58 Gamma 

Nu 

83 1969 34 Gamma 

Xi 

84 1969 32 Gamma 

Omicron 

85 1971 15 Gamma 

Pi 

86 1971 40 Gamma 

Rho 

87 1971 22 Gamma 

Sigma 

88 1971 29 Gamma 

Tau 

89 1971 44 Gamma 

Upsilon 

90 1971 52 Gamma 

Phi 

University of Houston Jim Stinson Abolade Lawal 

University of Toledo Diana Franz Chris Konstandas Superior 

Southern Illinois University 

at Carbondale 

Ramon Rodriguez 

Scott Wilmouth 

University of Akron Pamela Keltyka Stacey Kies Superior 

University of Missouri – Columbia Billie Cunningham Ben Wells 

Josh Gambrell 

University of Nebraska at Omaha Burch T. Kealey Marc Behrens 

Jamie Cafferty 

Superior 

Virginia Tech Brian Cloyd Adam Sharrow Superior 

Drake University Joyce Njoroge Yeouchiang Eng 

Northeastern University Michael Cottrill Deep Patel 

San Jose State University 

Thomas Moschetti 

Howard Turetsky 

Ka Leung 

Nadia Ahmad 

California State University, Fresno Tim Baker Vipul Shah 

Keaton Young 

Northern Illinois University Donald Tidrick Paul Lee 

Andrew Miller 

Western Michigan University Richard Hodges Sorina Dodu 

Jessica Maronto 

University of New Orleans 

Colorado State University 

Mark Reid 

Joseph Beams 

Jefrrey Castrella 

Lauren Long 

Debra Alvarez 

Michelle Griffith 

Catherine Childs 

University of Rhode Island Henry Schwarzbach Christina Mirra 

University of Texas at Arlington Sandra Bitenc Robert Chumley 

Tiffany Coker 

Superior 

Superior 

Superior 

Superior 

Superior 

Superior 

Superior 

24 BETA ALPHA PSI


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 

91 1971 27 Gamma 

Chi 

92 1972 33 Gamma 


93 1972 33 Gamma 

Omega 

94 1972 8 Delta 


95 1972 62 Delta 


96 1972 60 Delta 

Gamma 

97 1973 36 Delta 

Epsilon 

98 1973 14 Delta 

Zeta 

University of Memphis 

John Malloy 

George Minmier 

Mallory Johnson 

University of Missouri – St. Louis Leslie Vaughan Allison Loser 

Chad Gornicz 


Long Beach 

David B. Bojarsky 

Alyse Fragosa 

Vincent Nguyen 

Superior 

Superior 

Superior 

University of Wyoming Michael Doherty Cassie Marshall Superior 

California State University, Fullerton 


Betty Chavis 

Robert Miller 

Gary Laursen 

Jennifer Cainas 

Janet Lee 

Alvin Artadi 

Jon Minch 

Stephanie Wagenfohr 

Superior 

Superior/GOLD 

Washington State University Nori Pearson Patrick Heneghen Superior 

California State University, Chico Tim Kizirian Jasmine Logston Superior 

99 1973 6 Delta Eta Seattle University David Tinius 

Sarah Bee 

100 1974 30 Delta 

Theta 

102 1974 16 Delta 

Kappa 

103 1974 26 Delta 

Lambda 

University of Hawaii at Manoa 

Mary Woollen 

Hamid Pourjalali 

Lawrence Lee 

Agatha Dodek 

Victoria Nael-Decierdo 

Superior 

Superior/GOLD 

The University of Montana Barbara Reider Dana Gullickson Superior 

New Mexico State University Russell Calk John Michael Ordorica 

Charlotte Lane 

104 1975 29 Delta Mu University of Virginia Monica Banyi Eric Magenheimer 

105 1975 30 Delta Nu University of Massachusetts Amherst Richard Asebrook 

Ronald Mannino 

106 1975 5 Delta Xi Texas Southern University Ladelle Hyman 

Kun Wang 

107 1976 57 Delta 

Omicron 

Tim Chan 

Latrice Bonner 

University of Nebraska – Lincoln Deb Cosgrove Arielle Geffner Superior 

108 1976 33 Delta Pi Hofstra University Linda Schain Arielle Geffner Superior 

109 1976 8 Delta 

Rho 

110 1976 18 Delta 

Sigma 

Pacific Lutheran University Janet Mobus Lars Isaksaetre 

Eastern Washington University Dave Gorton Jenni Winter 

111 1976 26 Delta Tau Drexel University Jane Kaplan Katherine Crawford Distinguished 

112 1977 15 Delta 

Upsilon 

Northern Arizona University Kay Pitt Jonathan Marc Wilhite Distinguished 

114 1977 43 Delta Chi University of Alabama at Birmingham Angel Smith Sarah Malcom 

115 1977 16 Delta Psi Cleveland State University Dan Kaminsky Stephen Kresnye Superior 

116 1977 34 Delta 

Omega 

117 1977 20 Epsilon 


118 1977 19 Epsilon 


119 1977 96 Epsilon 

Gamma 

120 1977 50 Epsilon 

Delta 

121 1977 40 Epsilon 

Zeta 

123 1978 44 Epsilon 

Theta 

124 1978 51 Epsilon 

Iota 

School Name 

Utah State University Larry Walther Brian Monsen Superior/GOLD 

Portland State University Elizabeth Almer Megan Griffin 

University of South Alabama Gregory Prescott Cody McLain 

Deanna Price 

University of Central Florida 


Co-Advisor 

Donna Bobok-Schmitt 

Charles Kelliher 

President 

Alexander Hofmeister 

Melissa Lilly 

University of Missouri-Kansas City Lavern Krueger Gina Brenne 

Funda Kanl 

Awards 

Superior 

Virginia Commonwealth University Roxanne Spindle Donald Harveyr Superior 

Kansas State University Monica Woods Danielle Devlin Distinguished 

University of San Francisco Diane Roberts Jacob Haffner Superior 


25


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 

125 1978 30 Epsilon 

Kappa 

126 1978 49 Epsilon 

Lambda 

127 1978 17 Epsilon 

Mu 

128 1978 13 Epsilon 

Nu 

129 1978 75 Epsilon 

Xi 

130 1978 85 Epsilon 

Omicron 

132 1979 110 Epsilon 

Rho 

133 1979 5 Epsilon 

Sigma 

134 1979 13 Epsilon 

Tau 

135 1979 23 Epsilon 

Upsilon 

136 1979 11 Epsilon 

Phi 

137 1979 41 Epsilon 

Chi 

138 1979 23 Epsilon 


139 1980 37 Epsilon 

Omega 

140 1980 37 Zeta 


141 1980 20 Zeta 


142 1980 Zeta 

Gamma 

143 1980 41 Zeta 

Delta 

144 1981 8 Zeta 

Epsilon 

146 1981 47 Zeta 

Theta 

Appalachian State University Ronald Marden Ronald Hopkins Superior 

University of Connecticut Clifford Nelson Brittany Ives Superior 

Stephen F. Austin State University Treba Marsh Jodi Henley Distinguished 

Murray State University 

Leigh Johnson 

Wayne Tervo 

James Taylor 

Superior 

University of Utah Marci Butterfield Trenton Doman Superior/GOLD 

Auburn University 

University of Wisconsin – Whitewater 

Amy Campbell 

Jennifer Cornett 

Roy Weatherwax 

Bill Tatman 

Leann Katherine Stokes 

Anthony D. Caltabiano 

Craig Stuebs 

George Washington University Keith E. Smith Rebecca Sagalyn 

Wichita State University Atul Rai Melanie Blackmon 

Kimberly Oats 

Emory University-Goizueta Business 

School 

Charles Brandon 

Robert Minnear 

Sara Shapiro 

Wayne State University Deborah Jones Daniel Hagerman 

California State University, Northridge 

California State University, East Bay 

Christopher Jones 

Sung Wook Yoon 

Ching-Lih Jan 

Diane Satin 

Karen Minasi3n 

Schatzi Herda 

Rohan Dixit 

Superior 

Superior 

Superior 


Superior/GOLD 

Superior 

Eastern Michigan University Howard Bunsis Michael Taylor Superior 

Purdue University Tony Greig Jared Collins 

Western Illinois University Cheryl Westen Patricia Lake Superior 

Middle Tennessee State University G. Robert Smith, Jr. Keri Brunstad 

Kayla Grill 

Georgia Southern University 

Texas A&M University – Commerce 

Dwight Sneathen 

J. Lowell Mooney 

Gordon Heslop 

Linda Kapp 

Charles Hodges 

Brianne Ste. Marie 

Distinguished 

University of Buffalo SUNY Kathleen Nesper Jeffrey Bassen Superior/GOLD 

147 1981 32 Zeta Iota University of Nevada, Reno Betty Cossitt Danielle Farris Superior 

148 1981 22 Zeta 

Kappa 

149 1981 12 Zeta 

Lambda 

School Name 

University of San Diego 


Co-Advisor 

Mark Judd 

Miles Romney 

President 

Stephen Steckbeck 

Awards 

Superior 

Bradley University Simon Petravick Megan Halverson Superior/GOLD 

26 BETA ALPHA PSI


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 

150 1982 25 Zeta Mu The University of Southern Mississippi Valerie Simmons James Gingell 

Breanne Hancock 

151 1982 34 Zeta Nu Saint Louis University Debbie Pike Lindy Vu Distinguished 

152 1982 11 Zeta Xi Seton Hall University David Mest 

Joyce Strawser 

153 1982 24 Zeta 

Omicron 

Timothy Matthew 

University of Wisconsin – Eau Claire James Rundall John Marchant 

Mark Bader 

Distinguished 

154 1982 27 Zeta Pi Old Dominion University Randall Spurrier Brian Kint Superior 

155 1983 20 Zeta Rho Clemson University Ralph Welton Matthew Pencek Superior 

156 1983 7 Zeta 

Sigma 

North Carolina A&T State University 

Gwendolyn 

Highsmith-Quick 

157 1983 23 Zeta Tau Lamar University Ann Watkins 

Howell Lynch 

158 1983 24 Zeta 

Upsilon 

Devon Privette 

Kayla Tompkins 

Superior 

University of Houston - Clear Lake Susan Sorensen Rececca Threatt Superior 

159 1983 28 Zeta Phi Tennessee Tech University Dan Fesler Stacey Jolley Superior 

160 1984 50 Zeta Chi University of North Carolina at 

Greensboro 

Jane Livingston 

Melissa Hershberger 

Joshua Jones 

161 1984 31 Zeta Psi Boise State University Celia Renner James Bird Superior 

162 1984 24 Zeta 

Omega 

163 1984 40 Eta 


Ball State University Mark Myring Justin Proctor Superior 

University of North Carolina at 

Charlotte 

Robert Guinn 

Pat Mynatt 

Michael Lucisano 

Lisa Hardee 

164 1984 42 Eta Beta University of Texas at San Antonio Cathy Cole Paola Resendez 

Amanda Arredondo 

165 1984 8 Eta 

Gamma 

Superior 

Superior 

University of Louisville William Stout Samantha Abell Superior 

166 1985 21 Eta Delta James Madison University Sandra Cereola 

Luis Betencourt 

167 1985 16 Eta 

Epsilon 

Meghan White 

Superior 

Central Michigan University Thomas Weirich Emily Turbiak Superior 

168 1985 33 Eta Zeta University of Dayton Ron Burrows 

Jennifer Creech 

169 1985 52 Eta Theta University of Wisconsin – Milwaukee Sheila Viel 

Paul Fischer 

Susan Massey 

Samantha Tess 

170 1986 45 Eta Iota Florida International University Jimmy Carmente Albert Tamayo 

Marie Torossian 

171 1986 30 Eta 

Kappa 

172 1986 9 Eta 

Lambda 

University of Tennessee 

at Chattanooga 

Superior 

Superior 

Melanie McCoskey Courtney Edmondson Superior 

Idaho State University Priscilla Reis Xiaowen Mei 

Lakyn DeRoche 

173 1986 46 Eta Mu St. John’s University Patrick R. Collabella Anthony Fanwick Superior 

174 1987 13 Eta Nu Howard University Jean Wells 

Margaret Hicks 

175 1988 16 Eta Xi University of Michigan – Flint Clement Chen 

Keith Moreland 

176 1988 16 Eta Omicron 

Western Kentucky University 

Richard Aldridge 

Shari Henson 

Violet Richardson 

Stevn Mao 

Brittney Chappell 

Superior 


Distinguished 

Superior 

177 1990 25 Eta Pi University at Albany Michelle Moshier Samantha Cosenza Superior 

178 1990 13 Eta Rho University of Tulsa Tracy Manly 

Dennis Hudson 

179 1990 8 Eta 

Sigma 

School Name 


Co-Advisor 

President 

Jessika McCarver 

Distinguished 

University of Louisiana at Monroe Patti Roshto Ashlyn Labat Superior 

180 1990 72 Eta Tau Florida Atlantic University Kimberly Dunn Emmanuel Jourdan 

Scarlet Lin 

Awards 

Superior 


27


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 

181 1991 20 Eta 

Upsilon 

Loyola College in Maryland Hong Zhu Timothy Sugrue 

182 1991 16 Eta Phi Oakland University (Michigan) Sandra Pelfrey Karenya Miller Superior 

183 1991 4 Eta Chi Montana State University Robin Jarnagin Shardae Johnson 

184 1991 10 Eta Psi Wright State University Jim Greenspan Jeremy Miller Superior 

185 1992 21 Eta 

Omega 

186 1992 5 Theta 


187 1992 8 Theta 


188 1992 30 Theta 

Gamma 

189 1993 21 Theta 

Delta 

190 1993 10 Theta 

Epsilon 

191 1993 24 Theta 

Zeta 

East Tennessee State University 

Shelby Sparks 

Paul Bayes 

Jessica Falso 

George Mason University Connie Hylton Bryant Le 

Julia Ragan 

Distinguished 

University of Texas at El Paso Mary Stevens Esther Robinson Superior 

Bentley College Arthur Reed Christina Beshaw Superior 

Suffolk University 

Tom Whalen 

Bill Driscoll 

Venessa Vey 

Indiana State University Joseph Sanders Lainey Pine 

Millsaps College Jane Collins Angela Pesnell 

192 1993 15 Theta Eta Southeastern Louisiana University Dean DiGregorio Kristin Spano 

Skyler Seal 

193 1993 15 Theta 

Iota 

194 1994 Theta 

Kappa 

195 1994 23 Theta 

Lambda 

196 1994 80 Theta 

Mu 

University of Baltimore Phillip Korb Stuart Aiken 

University of Illinois at Chicago Peter Chalos Tim Seong 

University of Central Arkansas 

Stephanie Watson 

Patricia Mounce 

Kristin Vest 

Rutgers University – New Brunswick Marjorie Yuschak Patrick Chong 

197 1994 19 Theta Nu Fort Lewis College Chris Lyon 

Rick Gore 

Rachel Lasiewicz 

Superior 

Superior 

Superior 

Superior 

198 1994 45 Theta Xi The University of New Mexico Craig G. White Thomas Helgeland Superior 

199 1994 21 Theta 

Omicron 

University of Nevada, Las Vegas Tommy Moores Stephanie Holland Superior 

200 1995 24 Theta Pi Missouri State University Carl Keller 

George Schmelzle 

201 1995 57 Theta 

Rho 

202 1995 26 Theta 

Sigma 

203 1995 21 Theta 

Tau 

204 1996 10 Theta 

Upsilon 

Lindsey Brownsberger 

Binghamton University Elliot Kamlet Cody Grant 

Superior 

University of Colorado at Denver Ann Martin Jana Kellyova Distinguished 

Weber State University David Malone Amanda Allred 

University of South Dakota Srini Ragothaman Stephanie Suhrbier Superior 

205 1996 36 Theta Phi Western Washington University David Zhu 

Audrey Taylor 

206 1996 8 Theta 

Chi 

Jana Kellyova 

Duquesne University Priscilla Austin Dang Tran 

Jessica Ferich 

Superior 

207 1996 22 Theta Psi University of Northern Colorado Allen McConnell Emma Watson Superior 

208 1997 16 Theta 

Omega 

209 1997 28 Iota 


School Name 

Eastern Illinois University 

University of North Carolina 

at Wilmington 


Co-Advisor 

Tim Mills 

Bill Wootton 

William Kerler 

David Mautz 

President 

Lisa Vahling 

Hanna Short 

Awards 

Superior 

28 BETA ALPHA PSI


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 

210 1997 35 Iota Beta Iowa State University Diane Whittle 

William Dilla 

211 1997 16 Iota 

Gamma 

212 1997 29 Iota 

Delta 

University of Idaho 

K.D. Hatheway-Dial 

Marla Kraut 

Kendra Laubenthal 

Tyler Sulzberger 

Amber Hopf 

Superior 

Gonzaga University Gary Weber Greta Hoffman Superior 

214 1997 14 Iota Zeta Towson University Charles Russo David Sereno 

Chris Nehus 

215 1997 30 Iota Eta California State University 

San Bernardino 

216 1998 16 Iota 

Theta 

217 1998 14 Iota 

Kappa 

218 1998 42 Iota 

Lambda 

Janet Courts 

Ronald Escobar 

Victoria Roberts 

University of Alabama in Huntsville Eugene Bryson Andrew Spain 

University of the Pacific 

Stephen Wheeler 

Cindy Eakin 

Kristine Silva 

Suet Ying Wong 

Pace University Charles Tang Guilherme Santos 

Wai Htoon 

219 1998 11 Iota Mu University of Central Missouri Janice Klimek 

Jo Lynn Koehn 

Kelsey Johnson 

Crystal Anderson 

220 1998 30 Iota Nu University of Oklahoma Carol Knapp Jacob Hill 

221 1998 74 Iota Xi East Carolina University Joseph Hagan 

Douglas Schneider 

222 1998 3 Iota 

Omicron 

School Name 


Co-Advisor 

President 

Lucy Brenner 

McNeese University Michael Roach Heather Fontenot 

Awards 

Superior 


Superior/GOLD 

Superior 

223 1998 21 Iota Pi Salisbury University Robert Dombrowski Seth Young Superior 

224 1999 11 Iota Rho University of Wisconsin Oshkosh Steve Makar Jennifer Blohm Distinguished 

225 1999 11 Iota 

Sigma 


Michele Guidry 

Catherine Gaharan 

226 1999 47 Iota Tau Kennesaw State University Mary Sheil 

Rich Clune 

227 1999 9 Iota 

Upsilon 

University of Wisconsin – La Crosse 

Kenneth Winter 

Barbara Eide 

Rayven Plaisance 

Ashley Whitworth 

Kate Ferguson 

Michelle Cody 

Monica Endres 

228 1999 29 Iota Phi University of West Florida Allen Frank Michael Rosen 

Distinguished 

229 2000 44 Iota Chi California State Polytechnic 

University, Pomona 

Rose Martin 

William Foley 

230 2000 38 Iota Psi Fairfield University Milo W.Peck, Jr. 

JoAnn Drusbosky 

231 2000 41 Iota 

Omega 

232 2000 8 Kappa 


233 2000 57 Kappa 


234 2000 32 Kappa 

Gamma 

235 2000 22 Kappa 

Delta 

236 2000 25 Kappa 

Epsilon 

237 2001 31 Kappa 

Zeta 

238 2001 14 Kappa 

Eta 

239 2001 18 Kappa 

Theta 

North Carolina State University 

Roby Sawyers 

Janice Wetherbee 

Roxanne Gutierrez 

Nicole Barone 

Andrew Cantell 

Carol Burton 

Morgan State University Karen Robinson Babila Galega 

Grand Valley State University 

Rutgers University - Camden 

Dori Danko 

Rita Grant 

Troy Janes 

Nathan Levison 

Melissa de la Rosa 

Lindsey Gilles 

Carissa O’Connor 

Alyssa McCarthy 

Illinois State University Debbie Lindberg Nicholas Jones 

Jarrad Koon 

Rider University 

St. John’s University – Staten Island 

Campus 

Drew Procaccino 

Sharry Li 

Sabrina Govindarajan 

Alfred Russo 

Superior 

Distinguished 

Superior 

Distinguished 

Patrick Colabella Gina DeLauro Distinguished 

Texas State University-San Marcos Sherry Ross Irasis Tamayo Superior 

University of Louisiana at Lafayette Suzanne Ward Lauren Sonnier Superior/GOLD 


29


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 

240 2001 14 Kappa 

Iota 

241 2001 64 Kappa 

Lambda 

242 2001 16 Kappa 

Mu 

243 2001 37 Kappa 

Nu 

Widener University 

Southern Illinois University 

Edwardsville 

Nicole Santomero 

Frank Lordi 

Allen Hunt 

Keith Lehman 

Kristofer Lafore 

Sam Houston State University Jan Taylor Morris Justin Kelly 

Truman State University Laurie Turner Kelly Peterson Superior 

244 2002 18 Kappa Xi Youngstown State University Raymond Shaffer Ashley Tonkovich Superior 

245 2002 3 Kappa 

Omicron 

Long Island University – C.W. Post 

Campus 

Christie L. Comunale Megan Cavea Superior 

246 2002 15 Kappa Pi Samford University Sharon Jackson Taylor Marie Kardoes Superior 

247 2002 12 Kappa 

Rho 

248 2003 32 Kappa 

Sigma 

249 2003 42 Kappa 

Upsilon 

250 2003 26 Kappa 

Phi 

251 2003 15 Kappa 

Chi 

253 2004 18 Kappa 

Omega 

254 2004 117 Lambda 


255 2004 27 Lambda 


256 2004 15 Lambda 

Gamma 

257 2005 7 Lambda 

Delta 

258 2005 12 Lambda 

Epsilon 

259 2005 16 Lambda 

Zeta 

260 2005 20 Lambda 

Eta 

261 2005 9 Lambda 

Theta 

262 2005 19 Lambda 

Iota 

263 2005 34 Lambda 

Kappa 

264 2006 15 Lambda 

Mu 

265 2006 22 Lamda 

Nu 

266 2006 20 Lambda 

Xi 

267 2006 90 Lambda 

Omicron 

268 2006 25 Lambda 

Pi 

School Name 

Winthrop University 

Michael Cornick 

Charles Alvis 

J. Evan Mitchell Superior 

University of Michigan-Dearborn Susan Baker Barbara Bellaver Superior 


Marshall University 

Western Illinois University – 

Quad Cities 

Madeleine Carlin 

Jocelyn Kauffunger 

Amanda Thompson 

Dallas Brozik 

Martin Coe 

Jonathan Kostuch 

Tyler Rowland 

Gretchen Schlund 

Elizabeth Patrizi 

Villanova University Wayne Bremser Robert Riley 

University of Kansas Alee Phillips Ryan Dreher 

Superior 

Superior/GOLD 

The University of Tampa Mary Keener Andrew Argue Superior/GOLD 

Pittsburg State University Gail Yarick Amy Ster Distinguished 

Stetson University 

Winston Salem State University 

Judson Stryker 

Michael Bitter 

George Johnson 

George Heilman 

Jacob Stafford 

Bashorat Usmanova 

Demar Drummond 

SUNY Oswego Florence Kirk Laura Bea Murphy Superior 

Marist College Greg Tully Joseph Lombardi 

South Carolina State University Barbara Adams Carl Curnell 

Northern Michigan University Kenneth Mullins Mary Jeanne Rajala 

Lorelei Peanosky 

Coastal Carolina University 


John Mortimer 

Joe Warther 

Mehmet Kocakulah 

Brian McGuire 

Shawn Sines 

Barry Long 

Emily Shetler 

Distinguished 

Superior 

Belmont University Del DeVries Alexa Karpinski Distinguished 

Elon University 


Co-Advisor 

Patty Cox 

Linda Poulson 

President 

Todd Cash 

University of Texas at Dallas Tiffany Bortz Lauren Jobe 

Awards 

Superior 

Manhattan College Ahmed Goma Kimberly Pappas Distinguished 

30 BETA ALPHA PSI


Chapter 

Number 

Charter 

Year 

Number 

of Initiates 


Name 

269 2006 20 Lambda 

Rho 

270 2006 18 Lambda 

Sigma 

271 2006 13 Lambda 

Upsilon 

272 2006 16 Lambda 

Phi 

273 2007 18 Lambda 

Chi 

274 2007 34 Lambda 


275 2008 34 Lambda 

Omega 

276 2008 25 Mu 


California State University, Stanislaus 

Kim Tan 

David Lindsay 

Dale Krugger 

University of California, Los Angeles Gordon Klein Mariya Entina 

Seattle Pacific University Ross Stewart Megan Winskill 

Georgia College & State University 

Catherine Whelan 

Bryan Marshall 

Lisa Redford 

Niagara University Alfonso Oddo Rochelle Greek 

Emporia State University George Durler Jason Seaton 

Julian Rios 

The University of Sydney – Australia Pearl Rozenberg Peter O’Neill 

Distinguished 

Ithaca College Patricia Libby Aaron Jones Superior 

277 2008 13 Mu Beta College of Charleston Michael C. Cipriano 

Dana Garner 

Matthew Pierce 

278 2008 15 Mu Delta Ohio Northern University Dexter Woods Jordan Miller Distinguished 

279 2008 18 Mu 

Gamma 

280 2009 4 Mu 

Epsilon 


St. Petersburg 

Patricia Gaukel 

Jennifer Perez 

Jessica Brown 

Western New England College John Coulter Kristina LaBare 

Superior 

281 2009 18 Mu Zeta Valdosta State University Raymond Elson Melanie Terwood Superior 

282 2009 44 Mu Eta The College of New Jersey Mark Nigrini 

Seunghee Choi 

283 2009 14 Mu 

Theta 

284 2009 43 The 

Auckland 

Chapter 

School Name 

Tennessee State University 

The University of Auckland 

New Zealand 


Co-Advisor 

Eva Jermakowicz 

Lawrence Maples 

Julie Harrison 

Brendon Potter 

President 

Rebecca Bella 

Jonathan Eakes 

Salah Al-Chanati 

Kajal Bajpai 

Awards 

Distinguished 

285 2010 37 Mu Xi The University of Texas at Tyler Mark Washburn 

Mary Fischer 

Matt Lusty 

Distinguished 

286 2010 42 Mu 

Lambda 

Florida Gulf Coast University 

Joseph C. Rue 

Jacqueline R. Conrecode 

Christopher Morton 

287 2010 31 Mu Nu University of Nebraska – Kearney Janet Trewin Matthew Bjornsen 

Superior 

288 2010 47 Mu Xi Southeast Missouri State University Rebecca Lohmann Lucas Luckett Superior 

289 2010 63 Mu 

Omicron 

Washburn University Richard Moellenberndt Sadye Mages 

Petitioning Chapters 

Faculty Advisor 

Co-Advisor 

President 

Awards 

1357 Central Washington University Ronald Tidd Michael Tonge 

1361 Adelphi University Richard Baker 

Ganesh Pandit 

Natalie Venezia 

Felix Sapini 

1362 University of Washington Bothell Ron Tilden Superior 

1363 Utah Valley University James Bailey 

1365 Xavier University David Randolph Margaret Weidner 

1366 Massey University Asheq Rahman 

1367 University of Hartford J. Donald Warren, Jr. Laura Paulekas 

1368 University of Massachusetts Dartmouth Akinyloye Akindayomi 


31

New Chapter Installations 

#285 - University of Texas at Tyler - Mu Kappa 

37 Charter Members 

Installing Officers – Andrew Bailey, President 

and Lu Montondon, Chapter Advocate 

#286 - Florida Gulf Coast University - Mu Lambda 


Installing Officers – Nancy Nichols, Past President 

and Patricia Poli, Chapter Advocate 

#287 - University of Nebraska at Kearney - Mu Nu 


Installing Officers – Nancy Nichols, Past President and 

Patricia Poli, Chapter Advocate 

#288 - Southeast Missouri State University - Mu Xi 


Installing Officers – Teresa Conover, President Elect 

and Scott Hobson, Chapter Advocate 

#289 - Washburn University - Mu Omicron 


Installing Officer – Teresa Conover, President Elect 

and Scott Hobson, Chapter Advocate 

32 BETA ALPHA PSI

2009 Annual Meeting Winners August 2009, Brooklyn, N.Y. 

2009 Project Run With It 

sponsored by Moss Adams LLP 

Winners 

Arts & Business Council of New York 

Max Billmyer 

Marshall University – Kappa Phi 

Todd Cash 

Elon University – Lambda Xi 

Jana Kellyova 

University of Colorado, Denver – Theta Sigma 

Victoria Nael-Decierdo 

University of Hawaii at Manoa – Delta Theta 

Creative Alternatives of New York 

Heather Beisswanger 

University of South Florida – Delta Gamma 

Rachel Lasiewicz 

Fort Lewis College – Theta Nu 

Jeff Reiter 

Western Washington University – Theta Phi 

Palms for Life Fund 

Nikki Blaschko 

University of Nebraska at Kearney – Petitioning 

Igor Ryvkin 

San Francisco State University – Beta Chi 

Brittany Vetter 

SUNY at Oswego – Lambda Zeta 

2009 Medal 

of Inspiration Winner 

sponsored by the AICPA 

Marilu Cruz 

University of Washington, Delta Chapter 

2009 Gold Challenge 

sponsored by KPMG 

Winners 

University of South Florida — Delta Gamma 

Louisiana State University — Phi 

University of Louisiana at Monroe — Eta Sigma 

University of Washington — Delta 

Pace University — Iota Lambda 

University of Arkansas — Alpha Iota 

SUNY at Buffalo — Zeta Theta 

San Diego State University — Beta Eta 

University of Oregon — Beta 

Marquette University — Psi 

Western Illinois University — Zeta Beta 

University of Denver — Alpha Zeta 

University of North Carolina at Charlotte — Eta Alpha 

Bradley University — Zeta Lambda 

2009 Diversity 

Initiative Award 

sponsored by Ernst & Young 

University of Iowa – Alpha Pi 

University of Washington – Delta 

Pace University – Iota Lambda 

Kent State University – Beta Psi 

2009 Best 

Practices Winners 

sponsored by Deloitte 

Service Learning: Using your Skills 

to Help a Local Organization 

1st Place: University of Central 

Arkansas — Theta Lambda 

Honorable Mention: University of 

Washington — Delta 

Honorable Mention: Emporia State 

University — Lambda Psi 

Developing Life Skills: Helping 

Others Succeed 

1st Place: University of Texas at El 

Paso — Theta Beta 

Honorable Mention: Pace University 

Honorable Mention: Ohio University 

Chapter Sustainability: The Future 

Success of Your Chapter 

1st Place: University of Tampa — 

Lambda Beta 

Honorable Mention: University of 

Oregon — Beta 

Honorable Mention: California State 

University - Los Angeles — Beta 

Lambda 


33


Dear Members, 

This is the first time the Executive Office staff has been invited to contribute to the Beta Alpha Psi 

annual report. I speak on behalf of Margie Fiorentino, Este Alicea-Rivera, and myself, in saying that 

we are honored to be in our positions, serving our members and implementing the policies approved 

by our board of directors who represent you. Our Executive Office is unusual in that it is housed 

within the American Institute of CPAs. Through a contractual arrangement, we have three full-time 

employees, plus we have an extended family of individuals who dedicate a portion of their time in 

completing our business needs such as accounting, conference planning, graphic design, facilities 

assistance, legal, and in many other ways. We are indebted to the generosity of the AICPA who 

enables us to operate as though we are a large company while we do it with a very small staff. 

Our daily activities are fairly typical of a small business: we answer many phone calls and emails 

from you on every possibly topic. We also process your payments and transmit your nominations/ 

applications to the appropriate judging task force. 

The Nancy C. Harke Executive Office 

is operated under the direction of the Beta 

Alpha Psi board of directors. Support for the 

office is provided by the American Institute of 

Certified Public Accountants (AICPA) under 

the terms of an alliance that has allowed Beta 

Alpha Psi to streamline the reporting process, 

and to take advantage of may available 

resources. 

Contacting the Executive Office 

Email: 

bap@bap.org 

Phone: 

919.402.4044 

Fax: 

919.402.4040 

Mail: 

220 Leigh Farm Road 

Durham, NC 27707 

We support the Beta Alpha Psi board, which determines the strategic direction of the organization. 

When a new competition is approved, it is our responsibility to work with our volunteers to 

implement and mainstream it into our organization. 

During the past few months, a task force of the board has been planning the launch of a Beta Alpha 

Psi e-newsletter. Our staff supported the task force in many ways to enable us to use e-mail so that 

the messages will not go straight to spam, updating our policies and procedures so that we are in 

compliance with privacy practices, and developing a realistic production schedule. The PCA was 

adjusted at the recommendation of our alumni representatives to encourage our chapters to help us 

update our alumni database. 

We prepare a budget that serves as a financial guide for what we expect in the upcoming year. We 

update it periodically since most of what happens is a result of your efforts to keep our chapters very 

active. We have an annual review of our internal controls by the AICPA Internal Audit team to make 

sure they comply with current standards. Though our books and financial records are not more complex 

than those in a basic accounting course, our statements need review and there are adjustments and 

corrections that take place throughout the year. We have an annual audit by J.H. Cohn and its auditors 

request analyses and ask incisive questions related to our current and future plans. 

As I write this, we are getting to the final stages of planning our upcoming annual conference in San 

Jose, CA. We work with volunteer conference chairs and other volunteers responsible for various 

segments of the conference. I hope you have noticed that our conference website is contemporary 

and much more user friendly. In the fall, we invited your chapter to participate in our operations 

sessions. The Advisory Forum and its representatives will be the presenters in our professional 

sessions. At the request of the board, the BAP staff has helped generate new revenue sources to help 

cover the increasing costs of the conference. We want your experience in San Jose to be memorable 

and professional. 

We welcome Kathleen Horton, CMP, and Beth Woloski, members of the AICPA Meetings and 

Conferences team, who took over the leadership of our conference planning function at the end 

of April 2010. They and their colleagues will be responsible for booking hotels for our regional and 

annual meetings, negotiating contracts, working with our annual and regional meeting planning 

teams, and fulfilling the other responsibilities of being conference planners. We acknowledge and 

thank Yolanda Hamer, who served as Beta Alpha Psi’s first full-time conference planner for almost 

four years and wish her good luck in her new position. 

In closing, we’d like to thank the board of directors, the faculty advisors, the chapter officers who 

tirelessly plan and run the activities, and our members. We had a very successful 2009-10 year and plan 

to build on it during 2010-11 and in future years. 

Yours truly, 

Dassie Baum, Executive Director 

34 2010 Annual Report 

BETA ALPHA PSI 

34


Hadassah Baum (Dassie) 

Executive Director 

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. 

Dassie and her husband Avi, reside in Raleigh, N.C. Besides exploring her new neighborhood, she enjoys 

swimming, entertaining, reading, crossword puzzles and community involvement. 

Margaret Fiorentino 

Chapter Services Specialist 

Margaret Fiorentino is the primary point of contact for BAP. She handles all phone and e-mail 

inquiries from Faculty Advisors and Chapter Officers and sends out chapter communications. Her 

duties include maintaining the BAP website and the Reporting Intranet, distributing membership 

certificates, and fulfilling chapter supply requests. Fiorentino also is responsible for overseeing the 

preparation of the annual report and updating the chapters with the annual meeting details. She 

also works closely with the board of directors and new petitioning chapters. 

Margaret is a graduate of The City College of New York with a bachelor’s degree in Liberal Arts. Margie 

is happily married to Peter and they reside in Chapel Hill, N.C. 

Esteban Alicea-Rivera has more than 11 years experience producing various websites, web-based 

e-learning and web-based applications in academic, corporate and government work environments. 

Most recently he worked as a Web Designer Developer with MetaMetrics, Inc. In addition, he helped 

develop the U.S. Equal Employment Opportunity Commission website to exceed section 508 accessibility 

compliance and created EEOC’s Spanish-language website. In the past, Alicea-Rivera has developed 

backend e-learning modules for the pharmaceutical industry, Uniformed Services University of the Health 

Sciences and Military Medicine and the U.S. Navy Seals. Alicea-Rivera lives in Apex, N.C. with his wife, 

Stefanie, and his eight-year-old son, Stephen, who wants to be a paleontologist when he grows up. 

Esteban Alicea-Rivera 

Web Designer 

Kathleen Horton is the Conference Manager for the 2010 Beta Alpha Psi Annual Conference. She is 

the primary contact for all operations and logistics questions. She is working closely on the transition of 

information to the new Event & Meetings team for BAP. 

Kathleen is a graduate of the University of Georgia and has worked for the AICPA for 4 years. 

Kathleen Horton 

Conference Manager 

Meetings & Conferences - AICPA 

Beth Woloski 

Manager of Meetings & Events 

Meetings & Conferences - AICPA 

Beth Woloski joined the AICPA in February 2007. As Manager, Meetings & Events, she manages all logistical 

aspects of the Beta Alpha Psi regional meetings, board meetings, as well as assists with the 2010 Annual 

Conference. In addition to Beta Alpha Psi, Woloski is also responsible for the management of the logistical 

planning of AICPA’s external committee meetings and non-revenue generating conferences and events. 

Upon graduation from North Carolina State University, Woloski worked for a meeting planning company. 

She returned to school to obtain her North Carolina Teaching License, teaching middle school Language 

Arts for several years. 

Woloski lives in Raleigh, NC where she is an avid marathon runner and recently completed her first ultramarathon. 

She also enjoys volunteering, as well as baking/decorating cakes. 


35

Financial Statements 

Report of Independent Public Accountants 

To the board of directors 


We have audited the accompanying statements of financial position of 

Beta Alpha Psi as of April 30, 2010 and 2009, and the related statements 

of activities and cash flows for the years then ended. These financial 

statements are the responsibility of the Organization’s management. Our 

responsibility is to express an opinion on these financial statements based 

on our audits. 

We conducted our audits in accordance with auditing standards generally 

accepted in the United States of America. Those standards require that we 

plan and perform the audit to obtain reasonable assurance about whether 

the financial statements are free of material misstatement. An audit 

includes examining, on a test basis, evidence supporting the amounts and 

disclosures in the financial statements. An audit also includes assessing the 

accounting principles used and significant estimates made by management, 

as well as evaluating the overall financial statement presentation. We 

believe that our audits provide a reasonable basis for our opinion. 

In our opinion, the financial statements referred to above present fairly, 

in all material respects, the financial position of Beta Alpha Psi as of April 

30, 2010 and 2009, and the changes in its net assets and cash flows for 

the years then ended, in conformity with accounting principles generally 

accepted in the United States of America. 

J.H. Cohn, LLP 

Roseland, New Jersey 

June 16, 2010 

36 BETA ALPHA PSI


Statements of Financial Position 

Years Ended April 30, 2010 April 30, 2009 

Current assets 

Cash and cash equivalents $1,037,837 $915,673 

Investments 304,213 215,802 

Accounts receivable 58,410 47,936 

Prepaid expenses and other assets 35,611 10,118 

Totals $1,436,071 $1,189,529 

Long term assets 

Investments 115,839 199,254 

Web site development, net of 

accumulated amortization 

$156,523 and $151,900 

25,569 4,912 

Totals $1,577,479 $1,393,695 

Liabilities 

Accounts payable $88,621 $114,810 

Unearned revenue 41,052 34,662 

Total Liabilities 129,673 149,472 

Net assets 

Unrestricted 1,350,506 1,181,823 

Temporarily restricted 97,300 62,400 

Total net assets 1,447,806 1,244,223 

Totals $1,577,479 $1,393,695 


Operating activities 

Change in net assets $203,583 $45,018 

Adjustments to reconcile change in net assets to net cash provided by 

(used in) operating activities: 

Amortization 4,623 16,878 

Loss on disposition of website 

development costs 

38,672 

Changes in operating assets and liabilities: 

Accounts receivable (10,474) 27,188 

Prepaid expenses and 

other assets 

(25,493) (528) 

Accounts payable (26,189) (84,072) 

Unearned revenue 6,390 17,717 

Net cash provided by 

operating activities 

Investing activities: 

152,440 60,873 

Capital expenditures (25,280) (13,129) 

Purchase of investments (4,996) (221,991) 

Net cash used in investing activities (30,276) (235,120) 

Net increase (decrease) in cash and 

cash equivalents 

Cash and cash equivalents, 

beginning of year 

Statements of Cash Flows 

Cash and cash equivalents, 

end of year 

See Notes to Financial Statements. 

122,164 (174,247) 

915,673 1,089,920 

$1,037,837 $915,673 


37


Statements of Activities 


Changes in unrestricted net assets 

Revenue and support: 

Initiation fees $ 642,818 $ 557,361 

Associates program contributions 181,000 185,200 

Chapter maintenance fees 53,905 52,475 

Annual student convention 217,862 209,650 

Charter and petition fees 8,000 7,990 

Regional meetings 135,188 132,355 

Interest income 6,652 17,815 

Contributed services 149,639 127,029 

Net assets released from 

restrictions 

149,341 136,925 

Miscellaneous 16,167 20,513 

Total unrestricted 

revenue and support 

1,560,572 1,447,313 

Expenses 

Annual student convention 384,905 355,079 

Board of directors meetings 37,357 41,415 

Chapter installations and 

visitations 

9,498 9,959 

Banners and gavels 4,367 4,425 

Regional meetings 306,176 320,026 

Superior chapter awards 31,125 53,050 

Best practice awards 27,250 26,275 

Diversity awards 10,000 10,000 

Faculty advisor awards 25,000 30,000 

Gold Challenge awards 35,966 

Project Run With It awards 10,000 10,000 

Miscellaneous 6,655 7,337 

Total program expenses $888,299 $867,566 

General and administrative 503,590 498,804 

Total expenses $1,391,889 $1,366,370 

Change in unrestricted net assets 168,683 80,943 

Change in temporarily restricted net assets: 

Contributions 184,241 101,000 

Net assets released from 

restrictions 

Change in temporarily restricted 

net assets 

(149,341) (136,925) 

34,900 (35,925) 

Change in net assets 203,583 45,018 

Net assets, beginning of year 1,244,223 1,199,205 

Net assets, end of year $ 1,447,806 $1,244,223 

See Notes to Financial Statements. 

38 BETA ALPHA PSI


Note 1 — Purpose and summary 

of accounting policies: 

Purpose: Beta Alpha Psi (the “Organization”) is 

organized and operated for the encouragement and 

recognition of scholastic and professional excellence 

in the fields of finance, accounting and information 

systems. The Organization’s objectives are 

accomplished through the activities of its chapters. 

Financial resources to promote these activities are 

provided by the chapters and various public and 

private firms. 

Accounting method: The accompanying financial 

statements are prepared on the accrual basis of 

accounting. 

Use of estimates: The preparation of financial 

statements in conformity with accounting principles 

generally accepted in the United States of America 

requires management to make estimates and 

assumptions that affect certain reported amounts 

and disclosures. Accordingly, actual results could 

differ from those estimates. 

Cash and cash equivalents: The Organization 

considers instruments with an original maturity of 

three months or less when purchased to be cash 

equivalents. As of April 30, 2010 and 2009, the 

Organization’s cash equivalents consisted primarily 

of short-term U.S. treasury obligations and money 

market funds. 

Investments: Short and long-term investments for 

the years ended April 30, 2010 and 2009 consist 

of certificates of deposit with varying maturity 

lengths. Certificates of deposit with maturities 

of greater than three months, but less than one 

year are considered short-term. Certificates of 

deposit greater than one year are considered held 

long-term. 

Concentrations of credit risk: Financial 

instruments which potentially subject the 

Organization to concentrations of credit risk consist 

of cash and cash equivalents. The Organization 

maintains its cash and cash equivalents in 

account balances, which may at times exceed 

the insured amount under the Federal Deposit 

Insurance Corporation (“FDIC”). As of April 30, 

2010 and 2009, the Organization’s cash balance 

exceeded the current insured amount under 

FDIC by approximately $173,000 and $166,000, 

respectively. Cash equivalent amounts invested in 

a Sweep Investment Account (“Sweep Account”), 

collateralized by U.S. Government securities, are not 

insured nor guaranteed by the FDIC. As of April 30, 

2010 and 2009, the balance in the Sweep Account 

was $905,000 and $0, respectively. 

Accounts receivable: Credit risk with respect 

to accounts receivable is limited because 

the Organization deals with a large number 

of members in a wide geographic area. The 

Organization closely monitors the extension of 

credit to its members. On a periodic basis, the 

Organization evaluates its accounts receivable 

and establishes an allowance for doubtful 

accounts, based on a history of past write-offs 

and collections and current credit considerations. 

Consequently, as of April 30, 2010 and 2009, the 

Organization has no significant concentrations of 

credit risk. As of April 30, 2010 and 2009, there 

is no allowance for doubtful accounts established 

as management believes that all amounts are 

collectible. 

Web site development costs: All costs incurred 

in planning the development of a web site are 

expensed as incurred. Costs, other than general 

and administrative and overhead costs, incurred 

in the web site application and infrastructure 


39


development stage, which involves acquiring 

or developing hardware and software to 

operate the web site, are capitalized. Fees 

paid to an Internet service provider for 

hosting a web site on its server(s) connected 

to the Internet are expensed over the 

estimated period of benefit. Other costs 

incurred during the operating stage, such 

as training, administration and maintenance 

costs, are expensed as incurred. Costs 

incurred during the operating stage for 

upgrades and enhancements of a web site 

are capitalized if it is probable that they will 

result in added functionality. Capitalized web 

site development costs are amortized on a 

straight-line basis over their estimated useful 

life. The unamortized costs remaining as of 

April 30, 2010 and 2009 represent salary and 

outsourced costs associated with new site 

development and enhancements. 

Fair value measurements: The 

Organization adopted the fair value 

accounting standard as of the beginning of 

its 2010 fiscal year. The accounting standard 

for fair value establishes a framework for 

measuring fair value and expands disclosures 

about fair value measurements. 

Net assets: The Organization’s financial 

resources have been combined into two net 

asset classes (unrestricted and temporarily 

restricted) based upon stipulations imposed 

by donors. Unrestricted net assets include 

expendable resources over which the 

Organization’s Board of Directors has 

discretionary control and are used to 

carry out the Organization’s operations in 

accordance with its by-laws. Temporarily 

restricted net assets include resources 

expendable only for those purposes specified 

by a donor or grantor. The restrictions are 

satisfied by specific expenditures of the 

Organization. 

Contributed services: The Organization 

recognizes contribution revenue for certain 

contributed services received at the fair value 

of those services. Those services include 

facilities and organizational support valued 

at $109,639 and $97,029 for the years 

ended April 30, 2010 and 2009, respectively, 

furnished by the American Institute of 

Certified Public Accountants. See Note 5 for 

additional services provided by the American 

Institute of Certified Public Accountants. In 

addition, a significant amount of time, for 

which no value has been assigned as it does 

not meet the criteria for recognition, was 

volunteered by professors and students to 

the activities of the Organization. 

Contributed property and fixtures: 

Contributed property and fixtures are 

recorded at fair value at the date of 

donation. If donors stipulate the use of the 

assets, the contributions are recorded as 

restricted support. In the absence of such 

stipulations, contributions of property and 

fixtures are recorded as unrestricted support. 

No contributed property or fixtures were 

donated for the years ended April 30, 2010 

and 2009. 

Revenue recognition: Revenue from 

initiation and chapter maintenance fees are 

recorded in the period the fees are due. 

Contributions as well as charter and petition 

fees are recognized in the period received. 

Revenue received from the annual student 

convention, regional meetings, and other 

conferences is recognized in the period in 

which the event occurs. 

40 BETA ALPHA PSI


New accounting 

pronouncements: 

Income taxes: The Organization adopted 

the new accounting for uncertainty in 

income taxes guidance on May 1, 2009. 

The adoption of that guidance did not result 

in the recognition of any unrecognized 

tax benefits and the Organization has no 

unrecognized tax benefits at April 30, 2010. 

The Organization’s U.S. Federal income tax 

returns prior to fiscal year April 30, 2007 

are closed and management continually 

evaluates expiring statutes of limitations, 

audits, proposed settlements, changes in tax 

law and new authoritative rulings. 

As of April 30, 2010, the Organization did 

not recognize any interest and penalties 

associated with tax matters. 

Subsequent events: In May 2009, the 

Financial Accounting Standards Board 

(“FASB”) issued authoritative guidance 

regarding subsequent events that provides 

guidance as to when an entity should 

recognize events or transactions occurring 

after the statement of financial position 

date in its financial statements and the 

necessary disclosures related to these events. 

The Organization adopted the provisions 

of this guidance for the fiscal year ended 

April 30, 2010 and the adoption of this 

guidance did not have a material impact 

on the Organization’s financial statements. 

The Organization has evaluated subsequent 

events through June 16,2010, the date which 

the financial statements were available to be 

issued. 

Codification: In June 2009, the FASB 

issued authoritative guidance regarding 

accounting standards codification and the 

hierarchy of generally accepted accounting 

principles (“GAAP”). This guidance has 

become the source of the authoritative U.S. 

GAAP recognized by the FASB and applied 

by nongovernmental entities. This guidance 

was effective for financial statements issued 

for interim and annual periods ending after 

September 15, 2009. The Organization 

adopted the provisions of this guidance for 

the fiscal year ended April 30, 2010 and 

the adoption of this guidance did not have 

a material impact on the Organization’s 

financial statements. 

Reclassifications: Certain accounts in 

the 2009 financial statements have been 

reclassified to conform with the current 

year’s presentation. 

Note 2 — Investments: 

Investments consist of the following: 

Certificates of deposit – 

short term 

Certificates of deposit – 

long term 

The fair value of the certificates of deposit 

approximates cost. 

Investment income consists of interest income 

of $6,652 and $17,815 in 2010 and 2009, 

respectively. 

Note 3 — Fair value 

measurements: 

As stated in Note 1, on May 1, 2009, 

the Organization adopted the fair value 

accounting standard to value its financial 

2010 2009 

$304,213 $215,802 

115,839 199,254 

Total FAIR VALUE $420,052 $415.056 


41


assets and liabilities. Fair value is based on 

the price that would be received to sell an 

asset or paid to transfer a liability in an orderly 

transaction between market participants at 

the measurement date. In order to increase 

consistency and comparability in fair value 

measurements, the fair value accounting 

standard establishes a fair value hierarchy that 

prioritizes observable and unobservable inputs 

used to measure fair value into three broad 

levels, which are described below: 

Level 1: Quoted prices (unadjusted) in 

active markets that are accessible at the 

measurement date for identical assets or 

liabilities. The fair value hierarchy gives the 

highest priority to Level 1 inputs. 

Level 2: Observable inputs other than 

Level 1 prices such as quoted prices for 

similar assets or liabilities; quoted prices 

in inactive markets; or model-derived 

valuations in which all significant inputs are 

observable or can be derived principally 

from or corroborated with observable 

market data. 

Level 3: Unobservable inputs are used 

when little or no market data is available. 

The fair value hierarchy gives the lowest 

priority to Level 3 inputs. 

In determining fair value, the Organization 

utilizes valuation techniques that maximize 

the use of observable inputs and minimize 

the use of unobservable inputs to the extent 

possible as well as considers counterparty 

credit risk in its assessment of fair value. 

Financial assets carried at fair value at April 30, 

2010 are classified in the table below in one of 

the three categories described above: 

Fair Value Measurements Using 

Quoted Prices in 

Active Markets 

for Identical 

Total 

Instruments 

(Level 1) 

Certificates of deposit $420,052 $420,052 

Total ASSETS MEASURES 

AT FAIR VALUE 

$420,052 $420,052 

Investments in certificates of deposit are 

valued using market prices on active markets 

(Level 1). Level 1 instrument valuations 

are obtained from real-time quotes for 

transactions in active exchange markets 

involving identical assets. 

The preceding methods described may 

produce a fair value calculation that may 

not be indicative of net realizable value or 

reflective of future fair values. 

Note 4 — Temporarily 

restricted net assets: 

Temporarily restricted net assets were released 

from restrictions in fiscal 2010 and 2009 in 

fulfillment of the following purposes: 

2009 2008 

Best practice awards $ 27,250 $26,275 


Superior chapter awards 31,125 50,600 


Project Run With It 

awards and program 

expenses 

20,000 20,000 

Gold Challenge awards 35,966 

Teresa and James 

Conover 

Totals $149,341 $136,925 

Since fiscal year 2001, Deloitte has been a 

sponsor of the Best Practices program intended 

to encourage students to develop and execute 

50 

42 BETA ALPHA PSI


programs that promote awareness and student 

involvement in projects that exemplify values 

shared by Beta Alpha Psi and Deloitte. Deloitte 

sponsors the awards for the Best Practices 

competitions held at both the Regional and 

Annual meetings. Since fiscal year 2008, 

McGladrey & Pullen LLP has sponsored the 

annual program awarding the outstanding 

chapter faculty advisors. During fiscal 2010 

there were a total of five (5) awards given to 

faculty advisors. 

KPMG is the sponsor of the Superior Chapter 

Award Program. Beta Alpha Psi’s objectives 

are accomplished through the activities of 

its individual chapters. As such, activities of 

each chapter are evaluated annually through 

a report of each chapter. The Organization 

designates outstanding chapters with a 

Superior Chapter award in accordance with the 

program for chapter activities. 

Beginning in fiscal 2010, KPMG also sponsored 

the Gold Challenge awards and related 

expenses for those chapters that go above and 

beyond what is required to become a Superior 

Chapter. During fiscal 2010 there were a total 

of fourteen (14) awards given to chapters. 

Ernst & Young will provide an annual award for 

up to ten chapters who have made an impact 

on “diversity” within Beta Alpha Psi and/or their 

respective school/community. During fiscal 

2010, four (4) awards were given to chapters. 

Since fiscal 2009, Moss Adams LLP has 

sponsored Project Run With It competition 

awards and program expenses that provided 

each individual on the first-place team with 

a plaque and their chapter also receives an 

award. During fiscal 2010, ten (10) awards were 

given to chapters. 

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: 

2010 2009 

Best practice awards $39,350 $6,600 


Superior chapter awards 2,150 


Project Run With It 

awards and program 

expenses 

20,000 20,000 

Totals $97,300 $62,400 

Note 5 – Related party: 

General and administrative expenses include 

charges from the American Institute of 

Certified Public Accountants for payroll and 

benefits, consistent with an annual agreement, 

which amounted to $284,503 and $233,501 

for the years ended April 30, 2010 and 2009 

respectively. At April 30, 2010 and 2009, the 

Organization owed the American Institute 

of Certified Public Accountants $35,189 and 

$58,891, respectively, which is included in 

accounts payable. 

Note 6 – Tax status: 

The Organization is a not-for-profit agency 

exempt from Federal income tax under Section 

501 (c)(3) of the Internal Revenue Code and 

has been classified as a charitable organization 

qualifying for the maximum charitable 

contribution deduction by donors. 


43

Past Presidents of BETA ALPHA PSI 

The International Honors Organization for Business 

Information Professionals 

Term Name Affiliation 

1919 – 1924 Hiram T. Scovill Illinois 

1924 – 1927 Eric L. Kohler Chicago, IL 

1927 – 1929 A.C. Littleton Illinois 

1929 – 1930 William E. Cox Washington 

1931 Jacob B. Taylor Ohio State 

1932 F.W. Woodbridge Southern California 

1933 – 1934 John T. Madden New York 

1935 – 1936 Charles F. Schlatter Illinois 

1937 C. Aubrey Smith Texas 

1938 H.J. Ostlund Minnesota 

1939 W.E. Karrenbrock California 

1940 Fayette H. Elwell Wisconsin 

1941 Hermann C. Miller Ohio State 

1941 George E. Bennett Syracuse 

1942 – 1947 James McConahey Washington 

1947 – 1948 Hazen W. Kendrick Colorado 

1948 – 1949 Thomas M. Dickerson Case Western Reserve 

1949 – 1950 William E. Dickerson Ohio State 

1950 – 1951 Gould L. Harris New York 

1951 – 1952 John Arch White Texas 

1952 – 1953 C.C. Staehling California 

1953 – 1954 S.M. Wedeberg Maryland 

1954 – 1955 J.C. Gibson Wisconsin 

1955 – 1956 A.J. Penz Alabama 

1956 – 1957 Wayne E. Shroyer Denver 

1957 – 1958 William B. Jencks Ohio State 

1958 – 1959 Willard E. Stone Pennsylvania 

1959 – 1960 Nolan E. Williams Arkansas 

1960 – 1961 Robert H. Van Voorhis Louisiana State 

1961 – 1962 Herbert E. Miller Michigan State 

1962 – 1963 C. Rollin Niswonger Miami (Ohio) 

1963 – 1964 Emerson Henke Baylor 

1964 – 1965 Julius Roller Washington 

1965 – 1966 Vern H. Vincent West Virginia 

1966 – 1967 Wilton T. Anderson Oklahoma State 

1967 – 1968 Leon E. Hay Indiana 

1968 – 1969 Vern E. Odmark San Diego State 

1969 – 1970 Harvey E. Donley Bowling Green State 

Term Name Affiliation 

1970 – 1971 Charles W. Taylor Mississippi 

1971 – 1972 Robert S. Wasley Colorado 

1972 – 1973 Harold L. Royer Miami (Florida) 

1973 – 1975 Hollis A. Dixon Arizona 

1975 – 1976 Robert S. Maust West Virginia 

1976 – 1977 Fred J. Mueller Washington 

1977 – 1978 Doris M. Cook Arkansas 

1978 – 1979 Thomas J. Burns Ohio State 

1979 – 1980 James W. Pattillo South Bend, IN 

1980 – 1981 Joyce C. Dean Baylor 

1981 – 1982 Henry R. Anderson CSU, Fullerton 

1982 – 1983 Jack E. Kiger Tennessee 

1983 – 1984 Richard W. Metcalf Nebraska-Lincoln 

1984 – 1985 David E. Tinius Seattle 

1985 – 1986 Richard J. Murdock Ohio State 

1986 – 1987 Joe R. Fritzemeyer Arizona State 

1987 – 1988 Jan R. Williams Tennessee 

1988 – 1989 William R. Welke Western Michigan 

1989 – 1990 Donald L. Tang Portland State 

1990 – 1991 Larzette G. Hale Brigham Young 

1991 – 1992 H. Ronald Pitt Northern Arizona 

1992 – 1993 Howard P. Sanders South Carolina 

1993 – 1994 F. Eugene Butts Appalachian State 

1994 – 1995 Clifford Skousen Utah State 

1995 – 1996 Frederick Richardson Virginia Tech 

1996 – 1997 Penelope Yunker Western Illinois 

1997 – 1998 Willard Galliart Loyola University - Chicago 

1998 – 1999 Sam Vitkoski BDO Seidman, LLP 

1999 – 2000 Bernie Milano KPMG LLP 

2000 – 2001 Diane Pattison University of San Diego 

2001 – 2002 W. Steve Albrecht Brigham Young University 

2002 – 2003 Dennis R. Reigle Arthur Andersen 

2003 – 2004 T. Sterling Wetzel Oklahoma State University 

2004 – 2005 Donna Street University of Dayton 

2005 – 2006 Karen Pincus University of Arkansas 

2006 – 2007 Kenneth Bouyer Ernst & Young LLP 

2007 – 2008 Stephanie Bryant University of South Florida 

2008 – 2009 Nancy B. Nichols James Madison University 

44 BETA ALPHA PSI


45


220 Leigh Farm Road Durham, NC 27707-8110 

Phone: 919.402.4044 • FAX: 919.402.4040 • Email: bap@bap.org • bap.org 

Beta Alpha Psi is an affiliate of the American Institute of Certified Public Accountants 

10218-331

Annual Report 2010 - Beta Alpha Psi

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