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Beta Alpha Psi 2006 Annual Report 2006 ANNUAL REPORT Note: In 2007, Beta Alpha Psi will relocate its offices to: Palladian I 220 Leigh Farm Road Durham, NC 27702-8110 1 B E TA A L P H A P S I 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 the Thomas J. Burns Undergraduate Student Seminar, the Graduate Case Seminar, Regional Meetings and other ongoing chapter activities. Each member of the Associates 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. The International Associates The Regional Associates for 2005–2006 are: for 2005–2006 are: American Institute of CPAs The California Society of Certified Public Accountants Association of Chartered Certified Accountants Indiana CPA Society BDO Seidman, LLP Kentucky Society of Certified Public Accountants Becker Professional Review The Ohio Society of CPAs Bisk Education, Inc. Pennsylvania Institute of BKD, LLP Certified Public Accountants Careerbank.com Texas Society of Certified Public Accountants Chevron Corporation Wal-Mart Deloitte. Ernst & Young LLP Fifth Third Bank Grant Thornton LLP Internal Revenue Service KPMG LLP Matrix Learning Systems McGladrey & Pullen LLP Moss Adams LLP PricewaterhouseCoopers LLP Protiviti 2 2006 ANNUAL REPORT Table of Contents President's Letter 4 Board of Directors 6 Business Information Professional of the Year Awards 10 International Scholars 12 Outstanding Faculty Advisors 18 Thomas J. Burns Undergraduate Student Seminar and the Graduate Case Seminar 19 Outstanding Chapter Awards and Chapter Information 20 International Advisory Forum 29 Nancy C. Harke Executive Office 32 New Chapter Installations 34 Regional Meetings 35 Best Practices Awards Competition 36 Financial Statements 38 3 B E TA A L P H A P S I President's Letter Eighty-seven years ago, in February 1919, a group of Why has Beta Alpha Psi survived the test of time so undergraduates and two faculty members at the successfully? Some reasons were obvious from the University of Illinois came up with an idea that has start. In 1930, a group of business school deans held grown beyond anything they might have imagined. a discussion of The Place and Role of Student Bound together by common interests and common Organizations in Schools of Business that was dreams for successful careers, they created a published in the Journal of Business of the University of professional fraternity for accounting majors with Chicago. Dean R. McClung of the University of Southern high academic performance. The members held California, whose Iota chapter was established in 1925, regular meetings to grapple with the professional suggested that Beta Alpha Psi and other student issues of their time; they took turns preparing articles organizations were successful because they filled the for presentation and discussion at the meetings. needs "of bringing about direct contacts with the Within two years, the idea had spread and other leading business men, of giving at least a tinge of reality chapters were established at the University of Oregon, to the various problems of business, . . . of binding into Northwestern University and the University of close association those interested in their particular Washington. In 1922, a national constitution and fields, and of bringing the students and the professors bylaws were approved and Beta Alpha Psi was formally into a more wholesome atmosphere for the informal born. Oregon State University established the fifth discussion of business problems than is usually had chapter that same year. in the classroom." The young men and their professors who founded When I think about Beta Alpha Psi, I think that the Beta Alpha Psi would be pleased and amazed at English initials of the Greek letters provide a fitting the scope and size of today's organization. Today, acronym for what the organization is about: becoming the organization is international in scope and the a professional. Beta Alpha Psi has thrived because it members are male and female undergraduate and focuses our attention on three key aspects of being a masters students majoring in accounting, finance or professional: competence, commitment and caring. information systems. In 2005–2006, 6,842 new Beta Alpha Psi chapter meetings and conferences members were initiated into Beta Alpha Psi and develop competence by bringing together high new chapters were installed at Northern Michigan achieving students and professionals to learn about University, Coastal Carolina University, University of Southern Indiana, Belmont University, Elon University, University of Texas at Dallas and Manhattan College, bringing the total number of active chapters to 268 and the number of active BAP members to well over 8,000. 4 2006 ANNUAL REPORT and discuss current issues in the information Throughout this annual report, you will find many professions and to develop the communications examples of individuals and organizations who and interpersonal skills so necessary for success. have supported Beta Alpha Psi with their time and The membership criteria requiring strong scholastic financial resources this year. On behalf of the Board performance and the program of chapter activities of Directors and all the members, I express our deepest and chapter awards encourage and recognize our gratitude to these supporters. I also extend hearty commitment to excellence. And, perhaps most congratulations to the alumni, members, faculty importantly, the emphasis on community service advisors and chapters who are recognized in this and collegiality remind us that caring about those report for their excellence. Thank you all for embodying other than ourselves is as important to success as so well the spirit of Beta Alpha Psi. competence and commitment. We see every day around us the testimony to Beta Sincerely, Alpha Psi's success. Employers of today's graduates value BAP membership and students who are members find many networking opportunities that help them find exciting internships and jobs after Karen V. Pincus graduation. In 2003, a doctoral dissertation done at New York University by Barbara Palaia found that "a highly significant relationship between BAP membership and cognitive moral development exists," indicating that BAP members have absorbed many lessons about professional and personal ethics. She also found that volunteerism, and frequency of volunteerism, is related to ethical development. As she put it, the results of her study demonstrate reasons why BAP members are considered the "cream of the crop." This year's annual meeting in Washington, D.C. has as its theme, Getting Involved, Staying Involved—a call to maintain and grow the professional, civic and social responsibility activities Beta Alpha Psi encourages. 5 B E TA A L P H A P S I Board of Directors The Board of Directors of Beta Alpha Psi consists of representa- The President-Elect serves a one-year term, then succeeds to the tives from education, financial information firms and industry. Presidency in the following year and serves a final year on the The Director of Administration and Development, the Director Board as Past President. During the 2005–2006 year, the of Chapter Activities, six Regional Directors, and a College of President, and the Past President represent education, while Business Dean all serve three-year terms and represent the area the President-Elect represents a financial information firm. The of education. Chair of the Advisory Forum serves a two-year term on the Board. Karen V. Pincus Ken Bouyer President Incoming President (2004–2007) (2005–2008) President Karen V. Pincus is the S. Robson Walton Professor of Ken is an Americas Director for the Business Risk Services practice of Accounting at the University of Arkansas, where she chairs Walton Ernst & Young and is based in New York City. Ken is responsible for College's accounting and business law faculty. She was born in developing people strategies and solutions for many BRS clients, Washington, D.C. and began her professional career there with one of including internal audit outsourcing transitions, strategic teaming the predecessor firms of PricewaterhouseCoopers. Dr. Pincus, who solutions, developing compensation strategies and performing compe- received her Ph.D. from the University of Maryland in 1984, came to the tency based assessments. He began his career with E&Y in the firm's University of Arkansas after 12 years on the faculty of the Leventhal School Assurance practice, serving as an external auditor. of Accounting at the University of Southern California. She began her Beta Ken has served on the Board of Directors for Beta Alpha Psi and served as Alpha Psi involvement with the Tau Chapter at the University of Maryland, the Chair of the International Advisory Forum. In addition, he serves where she served as President 36 years ago. on the American Institute of Certified Public Accountants (AICPA) Dr. Pincus's research interests concern audit judgment, fraud detection, Pre-certification Education Executive Committee and the Pre-test task and accounting education. She has served as a member of the editorial force for the new computer based CPA exam. He is a member of the boards of Auditing: A Journal of Practice and Theory, Behavioral Research Institute of Internal Auditors and the Society of Human Resource in Accounting, and Issues in Accounting Education. Management. He has also served on the Board of Directors for the Federation for the Schools of Accountancy. Ken has a Bachelor of Science Professor Pincus is also known for her work in curriculum development. degree in accounting, from Manhattan College in Riverdale, New York She received the American Accounting Association's prestigious and a Diploma in Human Resources from NYU. Innovation in Accounting Education award for her development of an innovative introductory accounting course. She is also a recipient of the AWSCPA's Educator of the Year award and the AICPA's Distinguished Achievement in Accounting Education Award. Dr. Pincus is active in professional service at the state and national levels, including service as 1999 President of the Federation of Schools of Accountancy (the association of accredited graduate programs in accounting) and as a member of the AACSB's Accounting Accreditation Committee from 2000–2003. In 2003, she received the FSA/Joseph A. Silvoso Faculty Merit Award for contributions to the FSA, the accounting profession and accounting education. She has long been an active mem- ber of the American Accounting Association and the American Institute of Certified Public Accountants and is currently the U.S. representative on the International Accounting Education Standards Board. 6 2006 ANNUAL REPORT This person has significant responsibility in his or her position to the Board. In addition, a representative of the AICPA serves in industry, professional services, or government, and brings on the Board. The Board typically meets three times a year to plan a valuable business perspective to the Board. Two Alumni overall activities and provide general guidance for chapters to Representatives also serve on the Board; one is elected each year follow. The staff at the Nancy C. Harke Executive Office are to serve a two-year term. As recent graduates of Beta Alpha Psi available for consultation on day-to-day chapter operations. chapters, the Alumni Representatives bring a student perspective Stephanie M. Bryant Donna L. Street President Elect Past President (2006–2009) (2003–2006) Dr. Stephanie M. Bryant holds the Dan R. and Tina P. Johnson Distinguished Past President Donna L. Street is the Mahrt Chair in Accounting at the Professorship in Accounting at the University of South Florida, where she University of Dayton. In 1992, she received a Beta Alpha Psi Outstanding specializes in accounting information systems. She earned her doctorate Faculty Advisor Award. She served as Regional Director for the Atlantic in Accounting at Louisiana State University in 1996. Dr. Bryant teaches Coast Region from 1992–1995 and as Director of Administration from graduate and undergraduate classes in consulting and accounting 1998–2002. information systems, and previously worked for KPMG. Dr. Bryant has Dr. Street serves as Vice President of Research for the International published over 20 articles in refereed journals. Additionally, she has Association for Accounting Education and Research (IAAER) and co-authored two accounting textbooks, Core Concepts of Consulting for President of the International Section of the American Accounting Accountants, and Core Concepts of Information Technology Audit, published Association. She is the Program Coordinator for the IAAER Reporting recently. She has won numerous teaching awards, including the 2002/2003 Financial Performance Research Program which is run in collaboration USF Outstanding Undergraduate Teaching Award. In 2003, Dr. Bryant with the KPMG and University of Illinois Business Measurement Research received the USF President's Award for Faculty Excellence. Program and the KPMG Foundation. Dr. Street received the Virginia Dr. Bryant is active in the Information Systems Section of the American Society of CPAs Outstanding Accounting Educator Award in 1999. Accounting Association (AAA-IS), having chaired numerous committees She has published in several journals including: Behavioral Research in over the years. In 2005 she was elected President-Elect, and in 2006 served Accounting; International Journal of Accounting; Journal of International as national president of the AAA-IS section, traveling to Ireland and China Financial Management and Accounting; Journal of International Accounting representing the IS Section internationally. Additionally, in 2002, Dr. Bryant Research; Journal of International Accounting, Auditing, and Taxation; was elected to the International Board of Directors of Beta Alpha Psi, serving Accounting Horizons; Accounting and Business Research, Journal of a three-year term as the Director of the Southeast Region. In 2004 and Accounting Education; Journal of Accountancy; Accountancy; and Accounting 2005, Dr. Bryant was one of two people in accounting information systems and Business. She is the co-editor of the Institutional Perspectives section selected to serve on the AAA New Faculty Consortium Committee. In this of the Journal of International Financial Management and Accounting and capacity, she assists in planning and conducting sessions at the annual the IAAER editorial consultant for Accounting Education: An International New Faculty Consortium, sponsored by Ernst & Young. Journal. She serves on the editorial board of Journal of International Dr. Bryant makes her home in Tampa, with her husband of 28 years, Gary. Accounting Auditing and Taxation and Journal of International Accounting Research. Dr. Street has co-authored research monographs published by the Association of Chartered Certified Accountants, German Stock Market Institute, and Institute of Chartered Accountants in England and Wales and served as lead researcher for the six largest accounting firms' GAAP Convergence 2002. 7 B E TA A L P H A P S I Board of Directors Charles Alvis Kristine "Tina" Ed Coffman Teri Conover Joyce Elam Winthrop University Caratan Virginia Commonwealth University of Florida Southeast Moss Adams LLP University North Texas International Regional Director Atlantic Coast Director of Administration University Advisory Forum Chair-Elect Regional Director and Development Dean Charles Leflar Brandon Miller Nancy Nichols Larry Oberst Beatrice Sanders University of Arkansas Ernst & Young LLP James Madison University BDO Seidman, LLP American Institute of Southwest University of Iowa Director of Advisory Forum Certified Public Accountants Regional Director Graduate Alumni Chapter Activities Chair Liaison Representative Dave N. Stewart Felix Freiherr Sally Webber Bill Wells Brigham Young University von Lepel Northern Illinois University University of Washington Rocky Mountain/ KPMG LLP Midwest Northwest/Western Missouri Valley James Madison University Regional Director Regional Director Regional Director Graduate Alumni Representative 8 2006 ANNUAL REPORT Incoming Board of Directors Amy An Cindy Cruz Roann Kopel Paulette Tandy University of Iowa Ernst & Young LLP Eastern Illinois University University of Nevada, Rocky Mountain/ University of South Florida Midwest Las Vegas Missouri Valley Graduate Alumni Regional Director Director of Regional Director Representative Chapter Activities June 2006 Board Meeting 9 B E TA A L P H A P S I Awards Business Information Professional of the Year Award Beta Alpha Psi recognizes individuals who make significant contributions to the business information profession. 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 2006, Beta Alpha Psi is proud to announce the selection of the following persons for the Business Information Professional of the Year Awards. 10 2006 ANNUAL REPORT Leslie Vitale Mary Stone PROFESSIONAL SERVICE EDUCATION Leslie Vitale is the co-founder of one of the most recognizable and fastest As Director of the University of Alabama's Culverhouse School of growing regional firms in the Boston area—Vitale, Caturano, and Co. Accountancy, Dr. Stone has led the school to recognition as one of the top Les sits on numerous boards, assists with community events, and is a twenty accounting programs in the nation. Under her leadership, the member of the Advisory Council for Bentley College, from which he school excels in the quality of education and instruction provided to its graduated with a BS degree in 1974 and a Master of Science in Taxation students. As a teaching professor at the university, Dr. Stone is dedicated to in 2001. He is very involved in the recruiting aspects of his firm and fulfilling the expectations of her students, as well as their future employers. implemented a formal training program for new hires. In 2004, Vitale, She goes beyond educating her students in accounting theory to allowing Caturano, and Co. was recognized as one of the Top 25 Accounting Firms and helping them use this information in a practical, real-life manner. in the nation by INSIDE Public Accounting. Beyond her technical and educational achievements, Dr. Stone is an Les' involvement reaches far beyond the office. He has been active in extremely warm and caring professor who gets to know her students the National Foundation for Teaching Entrepreneurship (NFTE), which beyond the classroom and is always accessible and willing to help. Though provides students in low-income communities the knowledge and numerous examples of her dedication to the university exist, one recent training to thrive in a business career. He has sat on the board of the instance comes to mind. At the beginning of the fall 2005 semester, one of NFTE as well as participated in events as a speaker, judge and panelist. the faculty members was forced to take a sudden leave of absence due to He also founded the Officer Harold L. Vitale Memorial Fund after a family health problems. This unfortunate event left five sections of accounting member was killed in the line of duty. This Foundation has funded over classes without an instructor. Dr. Stone did not hesitate to add one of 30 scholarships as well as granted over $100,000 to other organizations these sections to her already hectic schedule, which included directing which provide support for victims of violent law enforcement crimes. the university's accounting school, teaching in the graduate program, and He works with the Saint Mary's High School and has helped to raise over serving on the Financial Accounting Standards Advisory Committee. This $8 million which provided the school with a new, state-of-the-art academic activity list is certainly not exhaustive, but provides a clear indication of her building. And finally, Les has touched many young children as a mentor commitment to excellence in the accounting industry. and teacher through his participation in coaching. As a college baseball Dr. Stone received her Ph.D. in accountancy from the University of Illinois and hockey star, Les has taken his talents to the youth fields to help at Urbana-Champaign in 1981. She has received numerous honors children learn the benefits of team sports. and awards and has an abundance of professional publications and Leslie Vitale has been very active in supporting the students at Bentley presentations. She has served as an editor for several accounting academic and the members and pledges of Beta Alpha Psi. He was inducted as journals and on numerous doctoral dissertation committees. She is a past an honorary member in the Spring of 2006 for his increasing support president of the American Accounting Association and has received the of the chapter. Les is a member and has served on committees of the Alabama Society of CPAs Outstanding Accounting Educator Award. She Massachusetts Society of CPAs (MSCPA) and the AICPA, as well as has also been supportive of the Alpha Beta chapter of Beta Alpha Psi. numerous other smaller organizations. He has spoken at numerous MSCPA events held at universities around the area. He also sits on the Advisory Board of the University of Massachusetts, Lowell. 11 B E TA A L P H A P S I International Scholars In an effort to promote and recognize scholarship, Beta Alpha Psi • Annual Meeting Scholar (AM) Annual Meeting Presentation initiated a program to acknowledge selected students as Beta • Best Practices Scholar (BP) Best Practices Presentation Alpha Psi International Scholars. Five areas of scholarly activity were designated as follows: Selection of individuals to be designated as Scholars occurred as part of the evaluation process that exists for each event. Those • Regional Meeting Scholar (RM) Regional Meeting Presentation selected as Scholars have participated with a high level of scholar- • Thomas J. Burns Undergraduate Student Seminar Scholar (USS) ly quality. Each chapter is encouraged to select individuals to par- Undergraduate Student Seminar ticipate in these activities and to recognize in an appropriate • Graduate Case Scholar (GCS) Graduate Case Seminar forum those students who have been designated Beta Alpha Psi International Scholars. Listing of International Scholars by Chapters Beta Mu Alpha Beta University of Oregon New York University University of Alabama Matt Bartley, BP Anna Golynskaya, BP Kelly Wybenga, AM Bryan Cheney, BP, USS Sonak Shah, BP Zac Riddle, GCS Christina Davis, BP Nathan Thompson, BP Jesse Gleaton, USS Casey Desautels, BP Farah Sheriff, BP Patrick Meadows, BP Vishal Advani, BP Alpha Gamma Justin Richardson, BP CUNY–Baruch College Nu Olga Malinskaya, BP Delta University of Colorado Yosef Lax, BP University of Washington at Boulder Reata Stasaityte, BP Lois King, BP Kevin Norris, BP Natalie Noborikawa, BP Jessica Beyers, BP Alpha Zeta Anna Cho, BP Marisa Sanchez, BP University of Denver Joshua Chua, BP Ryan Howat, BP Anne Mead, BP Pamela Davis, BP Adam Schuckman, BP Dan Schultz, BP Jayson Wiser, BP Elliot Parks, BP Ryan Hamilton, USS Xi Nicholas Machol, BP Syracuse University Epsilon Tracy Halpin, AM Alpha Theta Oregon State University University of Mississippi Joy Gibbons, BP Omicron Betsey Bailey, BP Ryan Kramer, BP The Ohio State University Sheila Rice, BP Joshua Stafman, BP Iota Aaron Crosser, BP Alpha Iota University of Southern California Matthew Pettit, BP University of Arkansas Sean Golden, BP Carolyn Callahan, AM Warren Kang, BP Pi Hollan Hudgins, BP Linda Kim, BP Case Western Reserve University Brandy Williamson, BP Albert Lee, BP Jane Koltsova, GCS Sarah Garton, RM Henry Ngu, BP Jessica Jameson, USS Suzy Della Rosa, RM Rami El-Raheb, BP Brandon Valenzuela, BP Chi Alpha Kappa Oklahoma State University Ohio University Lambda Kristina Amiraslani, RM Ryan Bodenhorn, RM University of California Berkeley Blake Lowry, RM Kristin Meyer, RM Jessica Shu, BP Mesbah Saheli, RM Victor Tong, BP Psi Karen Levy, GCS Marquette University Jena Rinker, USS Katie O'Neill, BP Yorm Ackuaku, BP Megan Kinzer, GCS Nicole Marshall, USS 12 2006 ANNUAL REPORT Alpha Mu Beta Eta Gamma Alpha University of Kentucky San Diego State University Brigham Young University Christopher A. Watson, GCS Jacqueline Miceli, AM Paul Elggren, BP Corey Bailey, USS Jamie McGhee, AM Josh Bushnell, BP Mike Sgobba, BP Lucas Christensen, BP Alpha Nu Sarita Smith, BP Jonathan Liljegren, BP Creighton University Heather Speers, USS Kristine Protzman, GCS Gamma Beta P. Christy, USS Beta Theta University of South Carolina J. Tavanaiepour, USS The Pennsylvania Sarah Simpson, GCS State University John S. Canine, USS Alpha Pi Brian Henry, AM University of Iowa Alexis Douglas, RM Gamma Delta Michael Behrens, AM Aamer Javed, RM University of Houston Molly Carpenter, BP Sarah Gilbert, AM Mary Ann McCartan, BP Beta Iota Brandon Dillard, AM Johnathan Williams, BP Loyola University–Chicago James Joseph, BP Tyler Todd, RM Javed Aamer, BP Bradford Hepfer, RM Aamer Javed, USS Gamma Epsilon University of Toledo Alpha Rho Beta Kappa Meredith Elliott, BP Baylor University Mississippi State University Christine Konwin, BP Rachel Woodard, BP Ruth Pitts, BP Angelique Dorow, GCS Tara Houdyshell, BP Jenny Jefcoat, BP Aaron Miller, USS Rita Perez, GCS Brent Boutwell, BP Andrew Hejtanek, USS Sarah Lutz, BP Gamma Eta Jennifer Kersh, GCS University of Akron Alpha Upsilon Tyler Shaffer, USS Bowling Green State University Beta Lambda Armando Castro, BP California State University, Gamma Omicron Charles Koslosky, BP Los Angeles California State University, George Mensah, BP Lynn Bytyci, RM Fresno Anna Serrano, BP Ronique Chambers, RM Cameron Foster, AM, USS James Goffe, BP Nancy DeLeon, RM Anthony DeMelo, AM Kelly Vetter, BP Ozzie Torres, RM Sabrina Yerger, AM Eric German, GCS Ovanes Selian, RM Matt Wiles, USS Mark Wang, RM Gamma Pi Lisa Van, RM Northern Illinois University Alpha Phi Linsay Freeman, GCS Temple University Beta Omicron John Kindelin, USS Danielle Reilly & C. Weston, USS University of Arizona Janee Van Egmond, BP Gamma Rho Alpha Chi Abby Silberman, BP Western Michigan University Louisiana Tech University Senad Mustafic, BP Christopher Reynolds, BP Elinor Fordham, BP Jason Shontz, USS Billy Cloutet, BP Gamma Sigma Megan Brown, BP, USS Beta Pi University of New Orleans Jerrod L. Tinsley, GCS University of North Texas Bonnie Nee, RM Erik Hulse, RM Peter Yip, RM Alpha Omega Dionne Krabbe, RM Fordham University Kathryn Voges, RM Gamma Tau Christopher Capuzzi, AM Sarah Grunwald, RM Colorado State University Mark Keogh, AM Jennifer Bohnstengel, RM Sarah Cheesbrough, GCS Ken Garetson, RM Brandon Ford, USS Beta Alpha Indiana University Beta Psi Gamma Phi Andrew Sawyer, BP Kent State University University of Texas at Arlington Tralynna Sherrill, BP Ashley Ludrosky, BP Derek Smith, BP U Ta Looi, USS Bronwyn Salo, BP Renee Nickel, BP Matthew Fifolt, BP, USS Beta Gamma Stephen Fifolt, BP Gamma Chi DePaul University Erin Hamilton, BP, GCS University of Memphis Sarah Sanders, USS Melissa Schlotterer, BP Christopher Mikell, GCS Jennifer Hallos, BP Shawna L. Thomas, USS 13 B E TA A L P H A P S I Gamma Psi Delta Kappa Epsilon Iota University of Missouri–St. Louis The University of Montana University of San Francisco Claudia Stuppy, BP Wendy Lewis, BP, USS Fredacille Balmores, BP Julie Carlson, BP Britney Turman, BP Ineca Quiteno, BP Mary Floyd, USS Jessica Schaak, BP Jessica Serrano, BP Danielle Engebretson, GCS Stephanie Smith, BP Gamma Omega California State University, Delta Lambda Epsilon Kappa Long Beach New Mexico State University Appalachian State University Alex Berg, BP Sara Clifford, BP Brandon Vaughn, GCS Alan Canivel, BP Amanda Oler, BP Billy Krogseng, USS Miteh Foote, BP Adriana Saldivar, BP Lana Murillo, BP Heather Carrasco, BP Epsilon Mu Jeannette Nguyen, BP Dan Robertson, BP Stephen F. Austin State University Francisco Archuleta, BP Carla Brown, AM Delta Alpha David Parrish, BP, AM University of Wyoming Delta Omicron Bonnie Revelt, BP, AM Emerald Reid, BP University of Nebraska–Lincoln Holly Weathers, BP, AM Erich Kirsch, BP Nickie Hanson, BP Benjamin D. Hadsel, GCS Kat Doherty, BP Trevor Gettula, BP R.J. Pairett, RM Kate Kilgore, BP Delta Pi Epsilon Nu Delta Gamma Hofstra University Murray State University University of South Florida Temitope Ajao, GCS Sarah Johnson-Wade, GCS Marc Kennedy, BP Farha Khalil, USS Elizabeth Scott, USS, RM Amanda Hattabaugh, BP Nillie Djassemi, RM Joseph Nygard, BP Delta Omega Clay Kesterson, RM Jennifer Matlock, BP, GCS Utah State University Nicole Krystal Mortensen, BP Brian Allen, BP Epsilon Xi Amanda McCrorey, BP Hal Mitchell, BP University of Utah Jon Mendoza, BP Paul Sanders, BP Christine Botosan, AM Umar Azizuddin, BP Eric Noble, BP Blaine Bitton, BP Loren Mottrum, BP Stephanie Prows, BP Dave Cook, BP Guy Harris, USS Markham Caroll, BP Becky Anderson, BP Nikki Francis, BP Todd Hansen, BP Delta Epsilon Chris Bradley, BP Matthew Klein, BP, GCS Washington State University Marie Pehrson, BP Cari Lyn Morrow, BP Ryan Nakano, GCS Allen Michaels, USS Casey Hall, USS Epsilon Alpha Portland State University Epsilon Tau Delta Eta Nicolaas Leep, GCS Wichita State University Seattle University Kevin Vandemore, USS Elizabeth Light, USS Emelissa Baluyot, BP Brett Wittorff, RM Genevieve Greely, BP Epsilon Zeta Katie Ludlow, RM Jenifer Tse, BP Virginia Commonwealth University Connswilla Apollo, RM Cynthia Lail, BP Nidhi Mehta, AM Courtney Eskridge, RM Justin Muller, BP, USS Andrew Nicholls, AM Julia Stancil, BP Mingshan Zhan, GCS Epsilon Chi James Applegate, GCS Daphne Barkley, USS California State University, Northridge Delta Theta Epsilon Theta Olga Albores, BP University of Hawaii–Manoa Kansas State University Anne Marie Cossentine, BP Stacy Sunada, AM Roger Seiler, AM Robert L. Hymers, BP Natalie Keam, AM Hazel Nash, AM Maika Nguyen, BP Rosco Doolin, BP Melissa Kramer, BP Virlena Bascos, BP Erin Eno, BP Kelsey Larsen, BP Amer Nackoud, BP Travis John Talaro, BP Audrey Ladenburger, BP Xavier Yuchongtian, BP Monica Tse, BP Jimmy Downes, BP Lisa Rees, BP Jordan Bergkamp, BP Marcelo Seung Kim, USS Joanna Schrick, BP Terri Pulte, BP Jonathan Hullman, GCS Hazel Nash, USS 14 2006 ANNUAL REPORT Epsilon Psi Zeta Lambda Eta Gamma California State University, East Bay Bradley University University of Louisville Milly Shiu, AM Jared Woiwode, GCS Katie Kunkel, AM, RM Amelia Singleton, RM Epsilon Omega Zeta Nu Bonnie Bruyneel, RM Eastern Michigan University Saint Louis University Gouzel Dachdamirova, BP Laura Neuenhahn, BP Eta Delta Nicole Maclean, BP Justin Bishop, BP James Madison University Anastasia Spencer, BP Travis Garlock, AM Zeta Omicron Tim Hess, AM Zeta Beta University of Wisconsin–Eau Claire Lauren Westfall, AM, BP Western Illinois University Shay Smith, AM Brynn Parker, AM Linda Woodruff, GCS Chelsea Heston, BP Shawn Harrison, BP Tracy Mehmert, USS Adam Jaehnke, BP Eta Epsilon Zeta Delta Zeta Sigma Central Michigan University Georgia Southern University North Carolina A&T State University Allison Barnes, BP Samuel O. Giles, Jr., GCS Andrea Broadhurst, AM, USS Rebecca Lazoff, GCS Moneque Heyward, AM Jennifer Wasikawski, USS Zeta Epsilon Texas A&M University–Commerce Zeta Upsilon Eta Lambda Aaron Hendley, RM University of Houston–Clear Lake Idaho State University Gerald Lunday, RM Mary Hill, AM Heather Bee, GCS Thang Phan, GCS Kristal Searle, USS Zeta Theta Rebecca Rodgers, USS, RM SUNY at Buffalo Susan Sexton, RM Eta Mu Navdeep Parihar, AM, BP, RM, USS Alex Phan, RM St. John's University Lina Jiang, AM Jenna Bologna, BP Adam Dunning, AM Zeta Phi Munezeh Khan, BP Jason Maskell, AM Tennessee Tech University Conor Nugent, BP Amy Ferreby, AM, RM Amber Dietrich, BP Anthony C. Zaccarelli, GCS Catherine Benton, BP Mike Colby, BP Zeta Chi Eta Nu Oran Kraft, BP University of North Carolina Howard University Tim Hilker, BP at Greensboro Danielle Snipps, BP Aaron Deinhardt, BP Mohamen Younus Ahmed, GCS Alicia Wilson, BP Sara Pendergast, BP Andrew Esses, USS Ketura Brizan, BP Sara Gargiulo, BP, RM Oluwatoyin Akinsiku, BP Jack Trostle, BP Zeta Psi Justin Thomas, USS Shirley Yiu, BP Boise State University Caitlyn Hughes, BP Ivan Stahle, AM Eta Omicron Andy Johengen, BP Mary Lewin, AM Western Kentucky University Kristan Zelno, BP Seth Massa, USS Justice Rutanhira, GCS Zeta Omega Ball State University Eta Pi Zeta Iota Joseph Randolph, AM University at Albany University of Nevada, Reno Jack Colwell, BP, RM Eric Roberts, BP Marianne Foster, BP Rebekah Rosenfield, BP, RM, GCS Michael Schleifer, BP Howard Knudsen, BP Sarah Burrell, RM Alerdy Diaz, BP Sean Rivers, BP, USS Amy Whyde, RM Kavita Saini, BP Tamara Sipes, BP, RM Eta Rho Nancy Pernarelli, GCS University of Tulsa Eta Alpha Mallary Alsup, GCS Zeta Kappa University of North Carolina Marcus Takach, RM University of San Diego at Charlotte Allison Davis, RM John Porter, AM Alicia Bess, BP Eric Griffin, RM Jono Swanson, AM Amanda Currie, AM Eta Beta Eta Sigma Kalani Creutzberg, BP University of Texas University of Louisiana Scott Dudzik, BP at San Antonio at Monroe Kristina Lersbuasin, BP Tom Edson, GCS Lynda Cable, BP Jacqueline Matoza, BP Dushin Plate, USS Louie Johnson, BP Robin Richard, BP 15 B E TA A L P H A P S I Eta Tau Theta Omicron Theta Psi Florida Atlantic University University of Nevada, Las Vegas University of Northern Colorado Ran Wei, GCS Alex Han, GCS Jamie Vogl, USS Sonali Silva, USS Eta Phi Theta Omega Oakland University–Michigan Theta Pi Eastern Illinois University Jeni Skonieczny, BP Missouri State University Brandyn Traum, GCS Nicole Yau, BP Tina Manhart, BP Nathan Guinn, USS Wai Yau, GCS Christine Miller, BP Megan White, BP, USS Iota Beta Eta Chi Janey Zhang, BP Iowa State University Montana State University Fei Gao, BP Rachel Tenley, AM Christie Johnson, AM Chris Myers, BP Amanda Haas, AM Ben Polansky, GCS Sam Bass, BP Dean Mather, AM Mark Omen, BP Dmitry Volfson, AM Eta Psi Gerald Ostapko, BP Wright State University Eric Brooks, BP Iota Delta Carmen Goodpaster, BP Liz Feldhaus, BP Gonzaga University Adam Koenig, BP Keith Seiwert, BP Ivan Yanushev, AM Jamie Leggett, BP Trista Larson, BP Ivan Epishkin, AM, BP Jennifer Slone, BP Ashley Newman, BP Elise Bouchee, AM, BP Rebecca Williams, BP Emily Hache, BP Theta Alpha Ellen Jansen, BP Rachel Klein, BP George Mason University Dwight Strayer, BP Alison McDonald, BP Magna Jain, AM Kristina Hoffman, BP Sophis Strand, BP Geri Stoyanova, AM Rebecca Horton, GCS Margi Begalka, BP Adam Miller, GCS Theta Beta Theta Sigma University of Texas University of Colorado at Denver Iota Epsilon at El Paso Ann Martin, AM Arizona State University Sharon Delgado, BP Stephanie Johnson, GCS Jeremy Greek, GCS Denisse Berumen, BP Klaudia Schnittker, BP Theta Tau Iota Eta Weber State University California State University– Theta Gamma Brad Schultz, USS San Bernardino Bentley College Chris Pyper, GCS, AM, RM Philip Hopkins, USS Christopher Valois, GCS Elijah Skidmore, AM Brent Jurkiewicz, USS Garrett Biehler, RM Iota Lambda Eli Post, RM Pace University Theta Eta Jennifer Taylor, RM Rongchen Chen, BP Southeastern Louisiana Xavier Santillan, BP University Theta Upsilon Judy Ann Thompson, BP, RM Ferri Ang, GCS University of South Dakota Elizabeth Lenny, BP Michael Schoen, USS Jolene Kranz, GCS Varun Ahuja, BP, GCS, RM Heather Bellanger, RM Fatime Ardolic, BP Arron Pierre, RM Theta Phi Thommy Guerrero, BP, RM Western Washington University Abigail Capili, USS, BP, RM Theta Kappa Zachary Nordwell, AM Melisa Boodram, BP University of Illinois at Chicago Risa Long, BP Jeannette Winter, RM Tiffany Clarito, USS Justin Gruba, BP Grant Shaver, BP Iota Mu Theta Nu Alexa Volwiller, BP Central Missouri State University Fort Lewis College Nathan Rich, BP Charla Fries, BP Daniel Petteys, AM Lisa Hall, BP Brett Shelton, BP Vanessa Knutzen, BP Theta Xi Kyle Robinson, BP, RM Iota Omicron The University of New Mexico Chris Haas, BP McNeese State University Jacqueline E. Varela, BP Erika Jewett, GCS Adam Benoit, RM Chad Davidson, BP Christine Healy, USS Nichole Nelson, RM Jeff Bland, RM Matthew Walker, RM Alissandra Atkins, RM 16 2006 ANNUAL REPORT Iota Pi Kappa Nu Petitioning Salisbury University Truman State University Georgia College & State University Derek Barnhart, BP Jill Zoellner, RM Laura Jordan, GCS Sviatlana Bitsiuk, BP Sean Stapley, RM Theresa Moore, USS Lindsey Wigfall, BP Jan Feilner, RM Teri Overington, BP Rafael Andrade, USS Petitioning Laura Schauber, BP University of California, Los Angeles Kendra Witmer, BP Kappa Xi Raj Patel, BP Youngstown State University Matthew Christopher Crosby, BP Iota Chi Gabe Illes, BP California State Kevin Love, BP Polytechnic University–Pomona Jessie Kinsley, GCS Fransy Russey, USS Matthew Cooke, USS Iota Psi Kappa Sigma Fairfield University University of Michigan-Dearborn Vicki Giaquino, GCS James Alexander, BP Beth Grossman, USS Kappa Upsilon Iota Omega University of Pittsburgh North Carolina State University Dourid Aboud, BP Kevin Turnage, GCS Craig Kaniecki, BP Amy Calhoun, USS Andrew Turkish, USS Kappa Alpha Kappa Phi Morgan State University Marshall University Katrina Scott, BP Maggie Sears, USS Sabrina Miller, BP Natasha Callender, BP Lambda Zeta SUNY Oswego Kappa Beta Michael P. Iversen, GCS Grand Valley State University Spencer Covey, AM Lambda Eta Nicholas Farr, AM, GCS Marist College Chad Soukup, USS Patricia Arena, BP David Clark, BP Kappa Eta Jennifer Martini, BP Texas State University– Joseph Burridge, USS San Marcos Kelly Feller, AM Kathryn Eubank, AM, BP Michelle Epstein, AM Sabrina Phillips, AM, BP Corrie Adams, BP Lambda Iota Amanda Banduck, BP Northern Michigan University Stephanie Dudik, BP Marcus M. Doxey, USS Gretchen Stout, BP Heidi Burns, BP Lamda Nu Marla Jones, BP Belmont University Alexander Parker, BP Rick Kimsey, BP Daniele Zurovec, BP Jason Hartfield, RM Lambda Xi Amy Baughman, RM Elon University R.J. Salome, RM Jason Monkelien, USS Kappa Theta Lambda Omicron University of Louisiana University of Texas at Dallas at Lafayette Anu Punnoose, GCS Jessica Zea, BP, Jennifer Zerangue, BP, GCS, AM Kathryn Ledet, AM Jana Briant, USS 17 B E TA A L P H A P S I Outstanding Faculty Advisors One of the most vital elements in the success of a Beta Alpha Psi Other supporting documentation can be included as well. chapter is the Faculty Advisor. Through countless hours of commit- Together, the years of service, activities, awards, and other ment, individual Faculty Advisors make substantial contributions to relevant documentation demonstrate the Faculty Advisor's the professional growth and development of business financial concern for scholastic and professional development of students information students. Beta Alpha Psi, through its cooperation with as well as the overall success of the chapter. the Andersen Foundation, is privileged to recognize outstanding Faculty Advisors who have demonstrated those rare qualities that For 2005–2006, five professors have been selected Outstanding place them at the top of all the dedicated Faculty Advisors. This Faculty Advisors. They join 186 of their colleagues who have been year, the Board of Directors has again selected Outstanding Faculty recognized by Beta Alpha Psi since the award was started in 1969 Advisors based on a nomination form completed by the individual in memory of Richard E. Claire by the Andersen Foundation. Faculty Advisors. The nomination assigns points for (1) years of Honorees receive a plaque and a cash award of $5,000 as tangible service, (2) various chapter activities, and (3) chapter awards. recognition of their service to Beta Alpha Psi. Sarah Bee David Greene Ann Martin Lu Montondon Rob Seay Delta Eta Beta Alpha Theta Sigma Kappa Eta Epsilon Nu Seattle University Indiana University University of Colorado Texas State University– Murray State University Seattle, WA Bloomington, IN at Denver San Macros Murray, KS Denver, CO San Macros, TX 18 2006 ANNUAL REPORT 2005 Thomas J. Burns Undergraduate and Graduate Case Seminars 2005 T.J. Burns Undergraduate 2005 Graduate Case Seminar Student Seminar Hosted by Florida State University Hosted by the University of Southern California The Thomas J. Burns Undergraduate Student Seminar (USS) The seminar opened with Fabian De Rozario, who spoke at Friday and the Graduate Case Seminar (GCS) were held on October evening's Welcome Reception. Fabian, who serves on the Board 14–15, 2005, in Bloomington, Minnesota, a suburb of of Directors of the Georgia Society of Association Executives Minneapolis-St. Paul. The Iota Chapter from the University of challenged participants to be more aware of their ethnic, Southern California was the host of the Undergraduate Case social and cultural environments. In addition to the plenary Seminar. The Graduate Case Seminar was hosted by the Beta sessions featuring McClung and Bishop, there were two sets of Rho Chapter from Florida State University. A total of 163 students breakout sessions. In the first of these, participants grappled with participated in both programs, along with representatives of the cases and in the second breakout session, participants focused Beta Alpha Psi board and Advisory Forum. their attention on an actual situation. The theme of this year's seminars was Forensic Accounting, The seminars provided a great opportunity for the participants Corporate Ethics and Corporate Value Creation. Guest plenary to network with peers from other chapters and learn more about speakers included Toby J. F. Bishop, CFE, CPA, FCA, Ransom Beta Alpha Psi. McClung, CPA, CFE, Cr.FA, CFE and Fabian De Rozario. Toby Bishop is the President and CEO of the Association of Certified Beta Alpha Psi appreciates the generous contribution from Fraud Examiners. Ransom McClung is the Director of Audits and PricewaterhouseCoopers for the seminar. Investigations at Florida State University. 19 B E TA A L P H A P S I Outstanding Chapter Awards and Chapter Information Beta Alpha Psi's objectives are accomplished through the activities ate chapter meeting. KPMG donates $50,000 to the Superior of its individual chapters. Activities of each chapter are evaluated Chapters to be used for scholarships and other purposes. and approved based on a report submitted by the chapter to the Five chapters have been recognized as Significantly Improved, Executive Office in accordance with Beta Alpha Psi's Program and one chapter has been recognized as Most Improved. for Chapter Activities. For their activities during academic year The Most Improved Chapter may designate one of its members 2005–2006, 127 chapters have been recognized as Superior, and 27 to receive a Nancy Harke Scholarship of $500 paid by the fund chapters have been recognized as Distinguished. Each Superior established as a Memorial to Beta Alpha Psi's former Chapter will receive a plaque and a monetary award at an appropri- Executive Director. Chapter Chapter Dates / Faculty Advisor / School Number / Name Initiates Co-Faculty President Awards University of Akron 76 / Gamma Eta 1967 / 17 Terri Brunsdon Jeremy Scherer University of Alabama 25 / Alpha Beta 1948 / 44 Kathleen Bindon Louisa Munoz Superior University of Alabama at Birmingham 114 / Delta Chi 1977 / 32 Nell Adkins D. Maddox Casey Ollie Powers University of Alabama in Huntsville 216 / Iota Theta 1998 / 8 Eugene Bryson Michael Robison University at Albany 177 / Eta Pi 1990 / 43 Michelle Moshier Eric J Roberts Superior / Significantly Improved Appalachian State University 125 / Epsilon Kappa 1978 / 27 Ronald Marden Billy Krogseng Superior University of Arizona 61 / Beta Omicron 1961 / 21 Karen Otto Senad Mustafic Superior Carol Plagman Arizona State University 213 / Iota Epsilon 1997 / 7 Barbara Muller Greg Vercellino University of Arkansas 32 / Alpha Iota 1951 / 37 Tim West Sarah R Garton Superior University of Arkansas at Little Rock 131 / Epsilon Pi 1979 / 10 Stephanie Farewell Jeanette Henthorne Robert Oliva Auburn University 130 / Epsilon Omicron 1978 / 80 Amy Campbell Matthew Cuccias Jennifer Cornett Ball State University 162 / Zeta Omega 1984 / 20 Mark Myring Rebekah Rosenfield Superior University of Baltimore 193 / Theta Iota 1993 / 29 Phillip Korb Brian Lichter Baylor University 40 / Alpha Rho 1955 / 37 Bill Thomas Rita M Perez Suzanne Abbe Belmont University 265 / Lamda Nu 2006 / 82 Bradley Childs Rick Kimsey Distinguished Bentley College 188 / Theta Gamma 1992 / 30 Arthur Reed Melanie D Duval Superior Richard L Cross Binghamton University 201 / Theta Rho 1995 / 30 Elliot Kamlet David Kahan Boise State University 161 / Zeta Psi 1984 / 9 Susan Shannon Ivan Stahle Distinguished Boston University 7 / Eta 1923 / 57 Patricia Doherty Joshua Allen Dean Avgiris Bowling Green State University 43 / Alpha Upsilon 1955 / 24 James Zeigler Tara D Wagner Superior Bradley University 149 / Zeta Lambda 1981 / 18 William Wilcox Jared M Woiwode Brigham Young University 71 / Gamma Alpha 1965 / 56 Brian Spilker Jenny Witt Superior University of California Berkeley 11 / Lambda 1925 / 25 Solomon Darwin Derrick Wong Superior California State Polytechnic University 229 / Iota Chi 2000 / 29 Robert L. Hurt Xuemei Li Pomona California State Univ–San Bernardino 215 / Iota Eta 1997 / 32 Christine Schalow Jessica Hewitt Superior Otto Chang 20 2006 ANNUAL REPORT Chapter Chapter Dates / Faculty Advisor / School Number / Name Initiates Co-Faculty President Awards California State University, Chico 98 / Delta Zeta 1973 / 21 Tim Kizirian Kimberly Olson California State University, East Bay 138 / Epsilon Psi 1979 / 37 Suzanne Busch Milly Shiu Superior Charlene Abendroth California State University, Fresno 84 / Gamma Omicron 1969 / 14 Tim Baker Cameron Foster Superior California State University, Fullerton 95 / Delta Beta 1972 / 36 Mohsen Sharifi Candace Monroe Superior California State University, Long Beach 93 / Gamma Omega 1972 / 15 David B. Davidson Alex G Berg Superior Julie Gentile California State University, Los Angeles 57 / Beta Lambda 1961 / 17 Rafik Elias Ronique Chambers James Gregory Kunkel Peter Hans California State University, Northridge 137 / Epsilon Chi 1979 / 22 James Macklin Elizabeth Rees Superior California State University, Sacramento 67 / Beta Phi 1964 / 52 Hugh Pforsich Allison L Williams Superior Case Western Reserve University 16 / Pi 1930 / 12 David Pearson Nicholas A Dorsey Superior / Significantly Improved University of Central Arkansas 195 / Theta Lambda 1994 / 22 Patricia Mounce Courtney Lamkin Stephanie Watson University of Central Florida 119 / Epsilon Gamma 1977 / 30 Charlie Kelliher Michael Wilson Superior Central Michigan University 167 / Eta Epsilon 1985 / 26 Thomas Weirich Jennifer Wasikowski Superior Central Missouri State University 219 / Iota Mu 1998 / 13 David Joy Jacob Ottman Superior Janice Klimek University of Cincinnati 41 / Alpha Sigma 1955 / 9 David Burns Kevin Breckenridge Clemson University 155 / Zeta Rho 1983 / 13 Ralph Welton Kelly Henderson Superior Cleveland State University 115 / Delta Psi 1977 / 34 Bruce McClain Anthony Alessi Coastal Carolina University 263 / Lambda Kappa 2005 / 61 John Mortimer Jacquelyn N Black Marvin Keene University of Colorado at Boulder 13 / Nu 1927 / 28 Nancy Stec-Helstad Jessica Beyers Distinguished / Cathleen Burns Significantly Improved University of Colorado at Denver 202 / Theta Sigma 1995 / 28 Ann Martin Megan Meermans Superior Colorado State University 88 / Gamma Tau 1971 / 23 Barry Lewis Laura David Distinguished University of Connecticut 126 / Epsilon Lambda 1978 / 35 Clifford Nelson James Ford Superior Creighton University 36 / Alpha Nu 1953 / 18 Jack Krogstad John McKernan Superior CUNY–Baruch College 26 / Alpha Gamma 1949 / 36 Burton Rothberg Yosef Lax Superior University of Dayton 168 / Eta Zeta 1985 / 31 Ron Burrows Ashley Leuenberger Distinguished / Significantly Improved University of Denver 29 / Alpha Zeta 1950 / 39 John Tripp Bailey Sample Superior DePaul University 49 / Beta Gamma 1958 / 38 Ray Whittington Sarah Sanders Distinguished Jenny Babiak University of Detroit Mercy 37 / Alpha Xi 1954 / 0 Jeanne David Rebecca M Bennetts Drake University 81 / Gamma Mu 1967 / 19 Joyce Njoroge Aalok J Patel Drexel University 111 / Delta Tau 1976 / 29 Jane Kaplan Shawn Hyska Duquesne University 206 / Theta Chi 1996 / 30 Priscilla Austin Ali Fitzpatrick East Carolina University 221 / Iota Xi 1998 / 46 Joseph Hagan Katie Howard Douglas Schneider East Tennessee State University 185 / Eta Omega 1992 / 18 Shelby Sparks Hunter Williams Distinguished Gary Burkette Eastern Illinois University 208 / Theta Omega 1997 / 12 Roann Kopel Brandyn L Traum Superior Tim Mills 21 B E TA A L P H A P S I Chapter Chapter Dates / Faculty Advisor / School Number / Name Initiates Co-Faculty President Awards Eastern Michigan University 139 / Epsilon Omega 1980 / 31 Howard Bunsis Nicole A Maclean Superior Eastern Washington University 110 / Delta Sigma 1976 / 17 Joe Dowd Debbie Meserve Elon University 266 / Lambda Xi 2006 / 60 Linda Poulson Sarah L Murphy Distinguished Emory University– 135 / Epsilon Upsilon 1979 / 18 Robert Minnear Arielle Swartz Goizueta Business School Fairfield University 230 / Iota Psi 2000 / 23 Patricia M. Poli Shavawn Dean Distinguished Milo W. Peck University of Florida 20 / Upsilon 1938 / 61 Jesse Boyles Dena Faibish Kelly Homnick Florida Atlantic University 180 / Eta Tau 1990 / 12 Jose Englehart Monika Mazgal Superior Florida International University 170 / Eta Iota 1986 / 20 Delano Gray Kenneth Rojas Distinguished Eric Blanco Florida State University 63 / Beta Rho 1962 / 37 Ronald Pierno Dustin McQuillan Superior Jonathan Lacey Fordham University 47 / Alpha Omega 1957 / 50 Rosa Romeo Alison Wycinowski Superior Barbara Porco Fort Lewis College 197 / Theta Nu 1994 / 18 Chris Lyon Ian Nichols Superior George Mason University 186 / Theta Alpha 1992 / 10 Phillip Buchanan Janet K Davenport Connie Hylton George Washington University 133 / Epsilon Sigma 1979 / 0 Keith E. Smith Maririn Robbins University of Georgia 66 / Beta Upsilon 1963 / 52 Dan Smith Brendan Thomas Georgia Southern University 143 / Zeta Delta 1980 / 23 J. Lowell Mooney David Cypher Superior Georgia State University– 58 / Beta Mu 1961 / 1 Ken McDaniel Jennifer Deal School of Accountancy Gonzaga University 212 / Iota Delta 1997 / 15 Dan Law Ivan Yanushev Superior Elise Bouchee Grand Valley State University 233 / Kappa Beta 2000 / 64 Dori Danko Nicholas Farr Superior University of Hawaii–Manoa 100 / Delta Theta 1974 / 32 Jenny Teruya Ryan K Hinaga Superior Hofstra University 108 / Delta Pi 1976 / 31 Dominic A. Mehtap Bicer Superior Marsicovetere Rudis Mata The Hong Kong University of 252 / Kappa Psi 2003 / 0 Patrick Harvey Wing Hang Ho Science & Technology University of Houston 73 / Gamma Delta 1966 / 43 Jim Stinson James A Joseph Distinguished University of Houston–Clear Lake 158 / Zeta Upsilon 1983 / 13 Susan Sorensen Janet E Clark Superior Howard University 174 / Eta Nu 1987 / 18 Jean Wells-Jessup Oluwatoyin Akinsiku Distinguished Margaret Hicks University of Idaho 211 / Iota Gamma 1997 / 12 Marla Kraut Catherine A Wright K.D. Hatheway-Dial Idaho State University 172 / Eta Lambda 1986 / 7 Ken Smith Christian Batcheller Superior Robert Picard University of Illinois 1 / Alpha 1919 / 37 Thomas Finnegan Erica A Berczynksi University of Illinois at Chicago 194 / Theta Kappa 1994 / 13 Leonard Soffer Tiffany Clarito Brian Leventhal Illinois State University 235 / Kappa Delta 2000 / 17 Wendy Duffy Mark M Kazzaz Indiana State University 190 / Theta Epsilon 1993 / 7 Joseph Sanders Mallory Kirchner April Huey 22 2006 ANNUAL REPORT Chapter Chapter Dates/ Faculty Advisor School Number/Name Initiates Co-Faculty President Awards Indiana University 48 / Beta Alpha 1957 / 45 David Greene Robyn Hunter Superior Patrick Hopkins University of Iowa 39 / Alpha Pi 1954 / 29 Joyce Berg Svetlana Goubanova Superior Iowa State University 210 / Iota Beta 1997 / 49 Marvin Bouillon Rachel E Tenley William Dilla James Madison University 166 / Eta Delta 1985 / 10 Molly Brown Travis L Garlock Superior Luis Betancourt Shawn Harrison University of Kansas 254 / Lambda Alpha 2004 / 83 Alee Phillips Lindsey Koelling Kansas State University 123 / Epsilon Theta 1978 / 44 Kimberly Charland Roger Seiler Superior Johanna Lyle Kennesaw State University 226 / Iota Tau 1999 / 23 Richard Clune Eric Downey Kent State University 69 / Beta Psi 1964 / 16 Donald McFall Matthew G Fifolt Superior Wendy Tietz University of Kentucky 35 / Alpha Mu 1952 / 34 Sean Peffer Daniel Richardson Superior Cory Bailey Lamar University 157 / Zeta Tau 1983 / 0 Howell Lynch Carol Sullivan Lehigh University 51 / Beta Epsilon 1959 / 26 Karen Collins Matthew Wisser Long Island University– 245 / Kappa Omicron 2002 / 11 Christie L. Comunale Harold Castro Superior CW Post Campus University of Louisiana at Lafayette 239 / Kappa Theta 2001 / 21 Suzanne Ward Jennifer M Zerangue Superior University of Louisiana at Monroe 179 / Eta Sigma 1990 / 11 Patti Roshto Krystal A Bradshaw Superior Robin Richard Louisiana State University 21 / Phi 1939 / 43 Jessica Rakow Melvin Schneider Ronny Daigle Louisiana Tech University 45 / Alpha Chi 1956 / 18 Carol Shaver Anna B Gleason Superior University of Louisville 165 / Eta Gamma 1984 / 22 William Stout Katie Kunkel Superior Loyola College in Maryland 181 / Eta Upsilon 1991 / 18 Alfred Michenzi Joseph S Honer Kermit Keeling Loyola University–Chicago 55 / Beta Iota 1960 / 42 Brian B. Stanko Zarik A Khan Loyola University New Orleans 52 / Beta Zeta 1960 / 11 Chandra Schorg Sarah Kross Melissa Walters Manhattan College 268 / Lambda Pi 2006 / 45 Ahmed Goma Jennifer T Gazzingan Marist College 260 / Lambda Eta 2005 / 15 Tom Geurts Michael Trepal Superior Rob Walsh Marquette University 23 / Psi 1942 / 20 Michael Dole Samantha M Gorny Superior Marshall University 250 / Kappa Phi 2003 / 25 Jeffrey Archambault Jered Green Superior Scott Denning University of Massachusetts–Amherst 105 / Delta Nu 1975 / 0 Richard Asebrook Steve Alden McNeese State University 222 / Iota Omicron 1998 / 14 Edward R Walker Adam M Benoit University of Memphis 91 / Gamma Chi 1971 / 17 George Minmier Shawna Thomas Superior John Malloy University of Miami 60 / Beta Xi 1961 / 31 Seth Levine Cathleen Barkett Superior Jessica Pouza Miami University 24 / Omega 1942 / 40 Clayton Hock Laura K Kocelko 23 B E TA A L P H A P S I Chapter Chapter Dates / Faculty Advisor School Number / Name Initiates Co-Faculty President Awards University of Michigan–Flint 175 / Eta Xi 1988 / 21 Clement Chen Kathleen McDonald Distinguished Michigan State University 38 / Alpha Omicron 1954 / 36 Dewey Ward Justin Campbell University of Michigan-Dearborn 248 / Kappa Sigma 2003 / 10 Michael Harkness Jim Alexander Superior Middle Tennessee State University 142 / Zeta Gamma 1980 / 1 G. Robert Smith, Jr. John P Baker Millsaps College 191 / Theta Zeta 1993 / 18 Kim Burke Thomas C Kirkpatrick Distinguished University of Minnesota 17 / Rho 1931 / 8 Paul Gutterman Stephanie Chan Distinguished University of Mississippi 31 / Alpha Theta 1951 / 0 Suzanne McCaffrey Tyler Williams Mississippi State University 56 / Beta Kappa 1960 / 25 Mark Lehman Samantha Baker Superior University of Missouri–Columbia 77 / Gamma Theta 1967 / 62 Ken Shaw Bryce Johnson Matthew Sutorius University of Missouri–St. Louis 92 / Gamma Psi 1972 / 30 D. James Tiburzi Claudia Stuppy Superior Michael Brown Missouri State University 200 / Theta Pi 1995 / 34 Debra Oden Samuel J Bass Superior Michael Hammond University of Missouri–Kansas City 120 / Epsilon Delta 1977 / 21 Lavern Krueger Andrew Hinrichs Distinguished The University of Montana 102 / Delta Kappa 1974 / 16 Stan Jenne Rob Buchan Superior Barbara Reider Montana State University 183 / Eta Chi 1991 / 8 Christie Johnson Janet Cybulski Superior Morgan State University 232 / Kappa Alpha 2000 / 8 Huey-Lian Sun Katrina Scott Superior / Orville Wright Most Improved Murray State University 128 / Epsilon Nu 1978 / 9 Rob Seay Nillie Djassemi Superior University of Nebraska–Lincoln 107 / Delta Omicron 1976 / 28 Deb Cosgrove Nicole R Hanson Superior University of Nebraska at Omaha 79 / Gamma Kappa 1967 / 57 Judith Watanabe Rene Prince Laura Ilcisin Jamie Anderson University of Nevada, Las Vegas 199 / Theta Omicron 1994 / 11 Tommy Moores Susanna J Yoo Superior University of Nevada, Reno 147 / Zeta Iota 1981 / 17 Betty Cossitt Estrella Coulter Superior The University of New Mexico 198 / Theta Xi 1994 / 11 Craig G. White Jacqueline Varela Distinguished New Mexico State University 103 / Delta Lambda 1974 / 26 Russell Calk Amanda Oler Superior Sarah Clifford University of New Orleans 87 / Gamma Sigma 1971 / 14 Mark Reid Bonnie Nee Superior Ronald Young New York University 12 / Mu 1926 / 110 Aaron Hipscher Farah Sheriff Superior Nicholls State University 225 / Iota Sigma 1999 / 16 Michele Guidry Melissa Fremin Catherine Gaharan North Carolina A&T State University 156 / Zeta Sigma 1983 / 9 Gwendolyn Andrea S Broadhurst Superior Highsmith-Quick University of North Carolina at Charlotte 163 / Eta Alpha 1984 / 27 Robert Guinn Alicia N Bess Superior University of North Carolina 160 / Zeta Chi 1984 / 31 Jane Livingstone Amber Watson at Greensboro Avery Harrison Andrew Esses University of North Carolina 209 / Iota Alpha 1997 / 41 Rebecca Sawyer Laura A Heinlein Distinguished at Wilmington North Carolina State University 231 / Iota Omega 2000 / 46 Roby Sawyers Amy L Stafford Distinguished Katherine Hansen University of North Dakota 6 / Zeta 1923 / 23 Steve Carlson Crystal K Coons Gina Hatzenbuhler University of North Texas 62 / Beta Pi 1962 / 25 Neil Wilner Ken Garetson Superior 24 2006 ANNUAL REPORT Chapter Chapter Dates / Faculty Advisor School Number / Name Initiates Co-Faculty President Awards Northeastern University 82 / Gamma Nu 1968 / 25 Michael Cottrill Nader Maroun Northern Arizona University 112 / Delta Upsilon 1977 / 17 Kay Pitt Andrew S Wilson Superior University of Northern Colorado 207 / Theta Psi 1996 / 13 Allen McConnell Lisa K Hertneky Superior Karen Krogmeier Northern Illinois University 85 / Gamma Pi 1971 / 50 Donald Tidrick Brian C Schramm D Zorea Northern Michigan University 262 / Lambda Iota 2005 / 30 Charles Rayhorn Steve Koinis University of Notre Dame 64 / Beta Sigma 1962 / 95 Janet L. O'Tousa Andrew Sawyer Distinguished Oakland University–Michigan 182 / Eta Phi 1991 / 13 Sandra Pelfrey Jessica Conway Superior The Ohio State University 15 / Omicron 1929 / 8 Richard Young John Drum Superior Ohio University 33 / Alpha Kappa 1952 / 31 Connie Esmond-Kiger Kristin A Meyer Superior University of Oklahoma 220 / Iota Nu 1998 / 18 Carol Knapp Christopher M O'Connor Oklahoma State University 22 / Chi 1939 / 62 Patrick Dorr Blake Lowry Superior Old Dominion University 154 / Zeta Pi 1982 / 11 Patricia Doherty Smruti K Desai Randall Spurrier University of Oregon 2 / Beta 1921 / 58 Joel Sneed Patrick Meadows Superior Jonathon Campo Oregon State University 5 / Epsilon 1922 / 5 Jeff Wong Kali Miller Superior Roger Graham Jr. Pace University 218 / Iota Lambda 1998 / 40 Daniel Tinkelman Thommy Guerrero Superior University of the Pacific 217 / Iota Kappa 1998 / 11 Stephen Wheeler Patricia Garcia Cindy Eakin Pacific Lutheran University 109 / Delta Rho 1976 / 6 Glenn Van Wyhe Candace Howard The Pennsylvania State University 54 / Beta Theta 1960 / 21 Robert Koehler Brian W Henry Stephen Jablonsky Pittsburg State University 256 / Lambda Gamma 2004 / 15 David O'Bryan Lindsey N Carter University of Pittsburgh 249 / Kappa Upsilon 2003 / 15 Madeleine Carlin Christopher Mulderig Superior Portland State University 117 / Epsilon Alpha 1977 / 2 Rodney Rogers Parker J Baldwin Cherie Francisco Purdue University 140 / Zeta Alpha 1980 / 26 Tony Greig Amanda Goodnight University of Rhode Island 89 / Gamma Upsilon 1971 / 15 Henry Schwarzbach William Loring Alan Graham Rider University 236 / Kappa Epsilon 2000 / 20 Drew Procaccino Dan Gray Maria Sanchez Rutgers University–Camden 234 / Kappa Gamma 2000 / 56 Jongsoo Han John J Laplante Distinguished Rutgers University–New Brunswick 196 / Theta Mu 1994 / 37 Marjorie Yuschak Matthew Rolleri Saint Louis University 151 / Zeta Nu 1982 / 12 Leslie Vaughan Justin J Bishop Distinguished Debbie Barbeau Salisbury University 223 / Iota Pi 1998 / 28 Robert Dombrowski Teri K Overington Superior Sam Houston State University 242 / Kappa Mu 2001 / 21 Jeff Strawser Jason Toombs Martha Sale Stephen Pearce Ross Quarles Samford University 246 / Kappa Pi 2002 / 23 Sharon Jackson Christopher T Edmunds University of San Diego 148 / Zeta Kappa 1981 / 20 Mark Judd Kalani C Creutzburg Superior Jan Morris 25 B E TA A L P H A P S I Chapter Chapter Dates/ Faculty Advisor School Number/Name Initiates Co-Faculty President Awards San Diego State University 53 / Beta Eta 1960 / 45 Sharon Lightner Michael J Sgobba Superior University of San Francisco 124 / Epsilon Iota 1978 / 36 Diane Roberts Ineca Quiteno Superior David Weiner San Francisco State University 68 / Beta Chi 1964 / 52 Joanne Duke Rebecca Dura Superior San Jose State University 83 / Gamma Xi 1969 / 40 Thomas Moschetti Dana F Rudd Superior Howard Turetsky Seattle University 99 / Delta Eta 1973 / 37 Sarah Bee Justin Muller Superior Fred Eastman Seton Hall University 152 / Zeta Xi 1982 / 10 Joyce Strawser Megan LaBar Distinguished / David Mest Significantly Improved University of South Alabama 118 / Epsilon Beta 1977 / 18 Jeanne Sylvestre John Sudduth Ko Hsu University of South Carolina 72 / Gamma Beta 1965 / 59 Caroline Strobel David S Goldberg Superior Susan Balk Joseph Esposito South Carolina State University 261 / Lambda Theta 2005 / 4 Viceola Sykes Nayasha Mendez University of South Dakota 204 / Theta Upsilon 1996 / 11 Thomas Buttars Jason Matthew Van Sloten University of South Florida 96 / Delta Gamma 1972 / 43 Stephanie Bryant Loren Mottram Superior William Stephens Southeastern Louisiana University 192 / Theta Eta 1993 / 23 Dean DiGregorio Khalli Hagan Superior Heather Bellanger University of Southern California 9 / Iota 1925 / 57 Rose Layton Sara Feldman-Grosse Superior Henry Ngu Southern Illinois University 75 / Gamma Zeta 1966 / 18 Randall Hahn Benna Williams Superior at Carbondale Southern Illinois University Edwardsville 241 / Kappa Lambda 2001 / 13 Michael Costigan Erin Pirok University of Southern Indiana 264 / Lambda Mu 2006 / 50 Mehmet Kocakulah Andrew I Eddmenson Distinguished Brian McGuire University of Southern Mississippi 150 / Zeta Mu 1982 / 27 Patty Munn J.T. Blalock Cheri Mathis St. John's University 173 / Eta Mu 1986 / 40 Patrick R. Colabella Lauren Castellano Superior St. John's University– 237 / Kappa Zeta 2001 / 0 Craig Latshaw Richard Gordon Staten Island Campus Stephen F. Austin State University 127 / Epsilon Mu 1978 / 17 Treba Marsh Carla Brown Superior Stetson University 257 / Lambda Delta 2005 / 13 Judson Stryker Suffolk University 189 / Theta Delta 1993 / 17 Tom Whalen Kelly M Lindsay Superior Lewis Shaw SUNY at Buffalo 146 / Zeta Theta 1981 / 57 Alex Ampadu Navdeep Parihar Superior SUNY Oswego 259 / Lambda Zeta 2005 / 5 Florence Kirk Daniel Grabowski Superior Syracuse University 14 / Xi 1929 / 68 William Walsh Tracy Halpin Lisa Cahill University of Tampa 255 / Lambda Beta 2004 / 3 Karen Squires Anthony Scuotto Barbara Lippincott Temple University 44 / Alpha Phi 1956 / 20 Marco Malandra Cindy Weston Distinguished Steven Balsam University of Tennessee at Chattanooga 171 / Eta Kappa 1986 / 31 Rick Turpin Sharon Atwell Superior University of Tennessee at Knoxville 34 / Alpha Lambda 1951 / 23 Lee Hendrick Clay Irby Superior Tennessee Tech University 159 / Zeta Phi 1983 / 15 Melanie Earles Matthew O'Brien Superior Jon Booker 26 2006 ANNUAL REPORT Chapter Chapter Dates/ Faculty Advisor School Number / Name Initiates Co-Faculty President Awards Texas A&M University 101 / Delta Iota 1974 / 5 Stanley Kratchman Ashley Albright Robert Strawser Rebecca Chesney Texas A&M University–Commerce 144 / Zeta Epsilon 1981 / 13 Wendell Edwards Aaron D Hendley University of Texas at Arlington 90 / Gamma Phi 1971 / 20 Carly Andrews Derek Smith Superior University of Texas at Austin 8 / Theta 1924 / 27 David Verduzco Jennifer K Dulay University of Texas at Dallas 267 / Lambda 2006 / 182 Charles Solcher Kimberly Kordeleski Omicron Amy Troutman University of Texas at El Paso 187 / Theta Beta 1992 / 3 Mary Stevens Sean Scott Superior University of Texas at San Antonio 164 / Eta Beta 1984 / 34 Ted Skekel Travis Maldonado Superior Texas Christian University 70 / Beta Omega 1965 / 24 Janice Cobb Jennifer J Palmer Robert Jones Texas Southern University 106 / Delta Xi 1975 / 0 Ladelle Hyman John F Kutesakwe Carlton L. Texas State University–San Marcos 238 / Kappa Eta 2001 / 23 Lu Montondon Heidi Nordstrom Superior Kathryn Eubank University of Toledo 74 / Gamma Epsilon 1966 / 21 Diana Franz Angelique M Dorow Superior Towson University 214 / Iota Zeta 1997 / 29 Kang Cheng Jessica Bosley Truman State University 243 / Kappa Nu 2001 / 20 Laurie Turner Brian Meyers Superior Tulane University 59 / Beta Nu 1961 / 13 Beauregard J. Parent Lauren Caplan Karen Foust Katherine Sweet University of Tulsa 178 / Eta Rho 1990 / 23 Tracy Manly Eric Griffin Superior Dennis Hudson University of Utah 129 / Epsilon Xi 1978 / 32 Marci Butterfield Jared Ellison Superior Utah State University 116 / Delta Omega 1977 / 27 Richard Jenson Bryson Smith Superior Villanova University 253 / Kappa Omega 2004 / 35 Wayne Bremser Stephen Alicanti David Shaffer University of Virginia 104 / Delta Mu 1975 / 0 William Carter Brian D Siebenburgen Robert Kemp Virginia Commonwealth University 121 / Epsilon Zeta 1977 / 30 Roxanne Spindle Nidhi Mehta Superior Jarod M. Davis Virginia Tech 80 / Gamma Lambda 1967 / 17 John Brozovsky Jarod M. Davis University of Washington 4 / Delta 1921 / 117 Deborah Medlar Jayson N Wiser Superior Washington State University 97 / Delta Epsilon 1973 / 44 Susan Gill Sarah Burns Superior Wayne State University 136 / Epsilon Phi 1979 / 0 Deborah Jones Rosina D Jenkins Weber State University 203 / Theta Tau 1995 / 27 Jefferson Davis Chris Pyper University of West Florida 228 / Iota Phi 1999 / 13 Allen Frank Jonathan R Warriner West Virginia University 46 / Alpha Psi 1957 / 12 Richard Brooks Lewis J Hardway Distinguished Western Illinois University 141 / Zeta Beta 1980 / 4 Susanna Pendergast Matt Baier Superior Cheryl Westen Western Illinois University–Quad Cities 251 / Kappa Chi 2003 / 13 Martin Coe Amy Turney Western Kentucky University 176 / Eta Omicron 1988 / 16 Richard Aldridge Lauren S Hilgadiack Superior Sheri Henson Western Michigan University 86 / Gamma Rho 1971 / 39 David Rozelle Christopher D Superior Reynolds 27 B E TA A L P H A P S I Chapter Chapter Dates / Faculty Advisor School Number / Name Initiates Co-Faculty President Awards Western Washington University 205 / Theta Phi 1996 / 31 Zite Hutton Jeff Willoughby Superior Audrey Taylor Zachary Nordwell Lisa Hall Wichita State University 134 / Epsilon Tau 1979 / 15 Richard Alltizer Katherine Ludlow Michael Flores Widener University 240 / Kappa Iota 2001 / 38 Nicole Santomero Steven M Reese, Jr. Frank Lordi Winston Salem State University 258 / Lambda Epsilon 2005 / 0 George Johnson Isaac Trouth Russell Morton Winthrop University 247 / Kappa Rho 2002 / 13 Michael Cornick Casey Culjan Superior University of Wisconsin–Eau Claire 153 / Zeta Omicron 1982 / 19 James Rundall Adam J Jaehnke Superior Ingrid Ulstad University of Wisconsin–Madison 18 / Sigma 1932 / 103 Terry Warfield Jillian E Young Karla Johnstone University of Wisconsin–Milwaukee 169 / Eta Theta 1985 / 17 Sheila Viel Amanda Keller Distinguished Paul Fischer University of Wisconsin–Whitewater 132 / Epsilon Rho 1979 / 40 Roy Weatherwax Andy Willems Superior Robert Gruber Eric Wasieleski University of Wisconsin–La Crosse 227 / Iota Upsilon 1999 / 18 Kenneth Winter Max Gillman Superior Barbara Eide University of Wisconsin Oshkosh 224 / Iota Rho 1999 / 10 Troy Hyatt Gina Fochesato Wright State University 184 / Eta Psi 1991 / 21 Jim Greenspan Adam Koenig Superior University of Wyoming 94 / Delta Alpha 1972 / 11 Stuart Webster Erich Kirsch Superior Michael Doherty Youngstown State University 244 / Kappa Xi 2002 / 15 Raymond Shaffer Gabriel J Illes III Superior Petitioning chapters Faculty Advisor School Chapter Number Co-Faculty President Awards California State University, Stanislaus 1340 Kim Tan Sarom S Tea David Lindsay University of California, Los Angeles 1343 Julie Ann Raj Patel Superior Gardner-Treloar Georgia College & State University 1110 Catherine Whelan Robert Majernik Niagara University 1339 Al Oddo Sasha Kaplun Seattle Pacific University 1131 Ross Stewart Philip Bayley The University of Sydney–Australia 1344 Pearl Rozenberg 28 2006 ANNUAL REPORT International Advisory Forum In 1974, Beta Alpha Psi organized the International Advisory On behalf of Beta Alpha Psi, the Board of Directors expresses Forum. The forum consists of leaders from industry, professional appreciation for the numerous services and hours that Advisory service firms, and government who serve staggered three-year Forum members have contributed during 2005–2006. In addition terms. The forum members provide input from practicing profes- to their financial support, forum members participated in regional sionals designed to enhance Beta Alpha Psi's position as a meetings, the Thomas J. Burns Undergraduate Student Seminar, dynamic, scholastic and professional business financial informa- the Graduate Case Seminar, and made themselves available for tion organization. The service and advice of these individuals is chapter meetings. invaluable to Beta Alpha Psi. Larry Oberst Kristine "Tina" Caratan BDO Seidman, LLP Moss Adams LLP Grand Rapids, MI San Francisco, CA 2004–2006 2005–2006 Chair Chair-Elect Larry Oberst is an assurance partner with the Grand Rapids office of Kristine (Tina) L. Caratan is currently a business assurance partner at BDO Seidman, LLP. He has spent 20 years in public accounting, the past Moss Adams LLP–San Francisco. Tina is the Firm's Northern California 17 with BDO in Grand Rapids. Larry's client service responsibilities include Not-for-Profit niche leader. Prior to rejoining Moss Adams, she was the clients in the healthcare, governmental, retail, manufacturing/distribution audit partner at two local San Francisco based CPA firms. and telecomm industries. He also has responsibility for human resource Tina is a member of the AICPA, California State Society of CPAs and the matters for the technical staff for the West Michigan practice of BDO. American Woman's Society of CPAs. She is licensed in the states of In this role he is responsible for recruiting, compensation administration, California, New York, Massachusetts, Illinois, Georgia, and the District of career counseling/mentoring, and employee performance evaluation. Columbia. Among her various professional and civic activities, she served Larry has a B.A. in accounting and an MBA in finance, both from on the California State Board of Accountancy's Qualifications Committee, Michigan State University. He currently is BDO's representative on the which is charged by the Board to review all applications for CPA license, International Advisory Forum of Beta Alpha Psi. He is a member of the for 15 years, retiring in 2001. She chaired the committee for three years. Michigan Association of CPAs, the American Institute of CPAs, the Healthcare Financial Management Association, the Economic Club of Tina received a BSC degree in 1974 from Santa Clara University. Grand Rapids, and the Professional Partners Program of the In addition to her professional activities, she has been actively involved Butterworth/Blodgett Foundation. in the Santa Clara Alumni Association and various other community service organizations in the San Francisco Bay Area. 29 B E TA A L P H A P S I International Advisory Forum Nancy Bagranoff Ken Bansemer Monique Brannon Casey Carlson Katie Foley American Accounting McGladrey & Pullen LLP Grant Thornton LLP Deloitte. Protiviti Association National Director Director of Recruiting National Director of Senior Consultant VP–Education of Recruiting Cincinnati, OH Campus Recruiting Chicago, IL Norfolk, VA Bloomington, MN 2006–2007 New England, MA 2005–2008 2005–2008 2005–2008 2005–2008 Randy Hultz Debbie Michael Alexandra Miller Barbara Nee Sandra Richtermeyer BKD, LLP American Society of American Woman's Ernst & Young LLP Institute of Management Director of Career Development Women Accountants Society of CPAs Campus Recruiter Accountants Springfield, MO Past President National President Boston, MA Professor-in-Residence Billings, MT Tucson, AZ 2004–2007 Cincinnati, OH 2005–2008 2006–2009 2005–2008 2004–2007 James Specht Amy Thompson Donald Tidrick Relmond P. van Daniker Tom Vangen PassMatrix Learning Systems PricewaterhouseCoopers LLP Academic Relations Association of Government Internal Revenue Service National Director of Faculty and Committee Accountants Vice President and CFO IRS Agent– Recruiting Foundation Initiatives Institute of Internal Auditors Executive Director Centennial, CO Seattle, WA Houston, TX DeKalb, IL Alexandria, VA 2005–2008 2004–2007 2003–2006 2005–2008 2005–2006 30 2006 ANNUAL REPORT New Member to The International Advisory Forum Terry Fox Shawn Harter Daniel Hobson Association for Fifth Third Bank American Institute of CPAs Information Systems Director of Recruiting Manager of Minority Initiatives Baylor University Operations New York, NY Waco, TX Cincinnati, OH 2005–2008 2004–2007 2005–2008 Photo not available Veronica Johnson The Institute of Internal Auditors Director of Academic Relations Altamonte Springs, FL 2005–2008 Lynn Sheehan Blane Ruschak Brian Serafino Careerbank.com KPMG LLP Chevron Corporation Executive Vice President Director of Recruiting Manager–Finance Rockville, MD Los Angeles, CA Development Program 2006–2009 San Ramon, CA 2003–2006 2003–2006 Tom Vucinic Michael Walsh Valerie Wendt Becker Professional Review Association of Chartered Bisk Education, Inc. Vice President and Certified Accountants Product Development General Manager Director–Special Assignments Manager Oakbrook, IL London, UK Tampa, FL 2001–2006 2003–2006 2005–2008 31 B E TA A L P H A P S I Nancy C. Harke Executive Office The Nancy C. Harke Executive Office is operated under the direc- Accountants (AICPA) under the terms of an alliance that has tion of the Beta Alpha Psi Board of Directors. Support for the allowed Beta Alpha Psi to streamline the reporting process, and to office is provided by the American Institute of Certified Public take advantage of many available resources. Hadassah Baum Zoë Cheung Hadassah Baum (Dassie) is responsible for the operation of the Zoë Cheung joined the Beta Alpha Psi staff as the Reporting Nancy C. Harke Executive Office, the coordination of board and Coordinator in December of 1997. She is primarily responsible for forum meetings, finance, and internal technology for Beta Alpha chapter reporting and receivables, but her role has expanded over Psi. Prior to becoming the Executive Director of Beta Alpha Psi, the past years, especially in the areas of reporting intranet and Dassie was a technical manager for the AICPA's New Finance internal database systems development. She played a key role in Team for eight years. She prepared the BusInd E-news twice the recent development of the Reporting Intranet to integrate monthly, e-mailed to over 70,000 AICPA members. She also the system with the new Program for Chapter Activities. Zoë served as the staff liaison to the Business & Industry Executive graduated with a B.B.A. in accounting, Magna Cum Laude, from Committee and was involved in planning conferences for Baruch College in 1997. She is a member of the Beta Alpha Psi's members in business & industry, extensive membership Alpha Gamma Chapter, a member of the Beta Gamma Sigma, a interaction, and research related to industry members. national business honor society, and listed on the Dean's List for Previously, she was the Director of Academic Development for four consecutive years. the Institute of Management Accountants. She was responsible Zoë is married to Jon and they have two daughters, Jane and Ellen. for promoting careers in management accounting to students and faculty. Some of her accomplishments were developing IMA student membership, increasing scholarships, organizing the National Student Case Competition, and arranging a faculty symposium each year. She has had a variety of experience in public accounting, industry and education. Her educational background includes being a CPA and CMA, an MBA from New York University, and a BS in Accounting from Brooklyn College. In 2005, she was awarded the Certified Association Executive credential from the American Society of Association Executives. She resides in Teaneck, NJ. In her spare time, she enjoys swimming, entertaining, reading, crossword puzzles, and community involvement. 32 2006 ANNUAL REPORT Contacting the Executive Office E-mail: firstname.lastname@example.com Phone: (212) 596-6090 Fax: (212) 596-6288 Mail: 1211 Avenue of the Americas, 19th Floor New York, NY 10036–8775 Valerie Page Genette Tellado Valerie (Val) Page, Beta Alpha Psi Communication Coordinator, Genette Tellado, Beta Alpha Psi Conference Planner, is responsible is responsible for serving as the initial contact for faculty advisors for producing all Beta Alpha Psi Meetings including the Annual, and chapters officers. Some of her duties include preserving Board of Director and Regional Meetings. Genette has been the BAP Web site, communicating with Board members, with the AICPA for 6 years, planning committee meetings and Forum members, and International and Regional Associates, conferences for the Institute. Prior to joining the AICPA, she was maintaining the membership and chapter information sections a Conference Assistant, planning two annual conferences a year on the Reporting Intranet, coordinating the production of the for the Advertising Research Foundation in New York. She has Annual Report and Annual meeting registration Web site, and been a member of the professional organization MPI (Meeting assisting with the Annual Meeting information and registration. Professionals International) for the past 4 years, actively Val handles all petition requests for schools wishing to start new participating in industry events and committees. Last year BAP chapters as well as responds to chapter supply requests she was on the Special Interest Committee, which received the and membership certificate orders. special recognition of MPI Committee of the Year award. She is Valerie graduated Cum Laude from Marist College in May working to earn her Certified Meeting Professional designation, of 2002, where she earned her Bachelor of Arts degree in which recognizes those who have achieved the meeting industry's Communications. highest standards of professionalism. 33 B E TA A L P H A P S I New Chapter Installations Lambda Iota Chapter Lambda Xi Chapter Northern Michigan Elon University University Installing Officers: Installing Officers: Donna Street Ken Bouyer Past President President Elect Charles Alvis Sally Webber Regional Director Regional Director Charter Members: 60 Charter Members: 30 Lambda Lambda Kappa Chapter Omicron Chapter Coastal Carolina University University of Texas– Dallas Installing Officers: Installing Officers: Ken Bouyer Teri Conover President Elect Director of Administration and Development Charles Alvis Regional Director Charles LeFlar Regional Director Charter Members: 43 Charter Members: 45 Lambda Mu Chapter Lambda Pi Chapter University of Southern Indiana Manhattan College Installing Officers: Installing Officers: Karen Pincus Ken Bouyer President President Elect Roann Kopel Ed Coffman Incoming Regional Director Regional Director Charter Members: 51 Dassie Baum Executive Director Charter Members: 45 Lambda Nu Chapter Belmont University Installing Officers: Karen Pincus President Charles Alvis Regional Director Charter Members: 80 34 2006 ANNUAL REPORT Regional Meetings Objectives For Regional Meetings Regional meetings focus on (1) promoting inter-chapter activities, Regional meetings were attended by individuals representing (2) encouraging student interest in emerging business issues, chapters. Workshops for chapter activities were held by/for (3) providing students the opportunity to develop communication members. The Nancy C. Harke Executive Office funded over skills, both written and oral, (4) providing members with the $35,000 for eight regional meetings. Each of the regional opportunity to exchange ideas concerning chapter operations and meetings was supported by members of the Advisory Forum and activities in both formal and informal settings, (5) providing the attended by at least two board members and the respective opportunity for general leadership training for officers and Regional Director. A summary of regional meetings is as follows: members, and (6) fostering innovative and unique activities to promote and share best practices. Papers and Region Student Participants Presentations Chapters Represented Atlantic Coast 232 22 38 Midwest 204 22 35 Missouri Valley 119 16 16 Northwest 89 13 13 Rocky Mountain 94 11 13 Southeast 196 6 45 Southwest 161 20 34 Western 182 12 21 Members of the Board extend their 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. 35 B E TA A L P H A P S I Best Practices Awards Competition Each year, Beta Alpha Psi sponsors regional "Best Practices" competitions at its regional and annual meetings. Deloitte. has again provided funding for the Best Practices Awards with $500, $250, and $125 awarded for 1st, 2nd, and 3rd place finishers in each category at the regional meetings and $1,000 for 1st, 2nd and 3rd place in each category at the annual meeting. The Best Practice categories are determined each year by Beta Alpha Psi's president. This year the award categories were (1) Professional/Service, (2) Strategic Planning and (3) Chapter Operations. See the listing of the chapters that were winners at this year's regional meetings. Only those first place winners will compete at the annual meeting. 36 2006 ANNUAL REPORT Professional/Service University Name Chapter Name Chapter Number California State University–Northridge Epsilon Chi Chapter 137 Louisiana Tech University Alpha Chi Chapter 45 University of Colorado–Boulder Nu Chapter 13 Western Washington University Theta Phi Chapter 205 Pace University Iota Lambda Chapter 218 Indiana University Beta Alpha Chapter 48 Belmont University Lambda Nu Chapter 265 Missouri State University Beta Kappa Chapter 200 Strategic Planning University Name Chapter Name Chapter Number University of Arizona Beta Omicron Chapter 61 University of Louisiana–Lafayette Kappa Theta Chapter 239 Seattle University Delta Eta Chapter 99 Pace University Iota Lambda Chapter 218 Kent State University Beta Psi Chapter 69 University of South Florida Delta Gamma Chapter 96 University of Iowa Alpha Pi Chapter 39 Utah State University Delta Omega Chapter 116 Chapter Operations University Name Chapter Name Chapter Number California State University–Northridge Epsilon Chi Chapter 137 Utah State University Delta Omega Chapter 116 University of Houston Gamma Delta Chapter 73 University of Washington Delta Chapter 4 Pace University Iota Lambda Chapter 218 Eastern Michigan University Epsilon Omega Chapter 139 Tennessee Technological University Zeta Phi Chapter 159 Missouri State University Beta Kappa Chapter 200 37 $386,915 B E TA A L P H A P S I 112,500 50,515 89,948 8,400 Financial Statements 81,302 4,457 173,327 $386,915 10,000 112,500 20,259 50,515 971,321 89,948 262,532 8,400 8,552 81,302 1,500 4,457 5,252 173,327 52,500 10,000 28,250 20,259 64,481 971,321 20,000 262,532 612,964 8,552 100,000 1,500 57,580 5,252 947,768 52,500 Report on Financial Statements $926,277 28,250 Years Ended April 30, 2006 and 2005 $386,915 64,481 112,500 20,000 50,515 612,964 8,400 100,000 81,302 57,580 173,327 947,768 10,000 $926,277 971,321 $386,915 262,532 112,500 8,552 50,515 52,500 8,400 28,250 81,302 64,481 173,327 612,964 10,000 1,098,080 971,321 262,532 8,552 52,500 28,250 64,481 612,964 1,098,080 38 2006 ANNUAL REPORT Report of Independent Public Accountants To the Board of Directors Beta Alpha Psi We have audited the accompanying statements of financial position of Beta Alpha Psi as of April 30, 2006 and 2005, 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, 2006 and 2005, 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. Roseland, New Jersey June 2,2006 39 B E TA A L P H A P S I Statements of Financial Position Years Ended April 30, 2006 April 30, 2005 Assets Current assets: Cash and cash equivalents $ 991,580 $ 811,133 Accounts receivable 136,490 218,294 Prepaid expenses and other assets 13,895 22,821 Total current assets 1,141,965 1,052,248 Furniture and fixtures, net of accumulated depreciation of $5,629 and $5,067 562 Web site development, net of accumulated amortization of $33,756 and $0 118,144 67,168 Totals $ 1,260,109 $ 1,119,978 Liabilities and Net Assets Liabilities — Accounts payable $ 185,088 $ 136,121 Net assets: Unrestricted: Undesignated 1,001,221 905,886 Board designated 4,171 Total unrestricted 1,001,221 910,057 Temporarily restricted 73,800 73,800 Total net assets 1,075,021 983,857 Totals $ 1,260,109 $ 1,119,978 See Notes to Financial Statements. 40 2006 ANNUAL REPORT Statements of Activities Years Ended April 30, 2006 April 30, 2005 CHANGES IN UNRESTRICTED NET ASSETS: Revenue and support: Initiation fees $ 403,585 $ 408,510 Associates program contributions 147,750 115,000 Chapter maintenance fees 50,685 51,425 Annual student convention 157,348 152,435 Charter and petition fees 7,000 11,405 Regional meetings 81,707 81,302 Interest income 28,552 7,717 Contributed services 178,955 182,007 Community Service Day 15,000 25,000 Net assets released from restrictions 120,000 120,000 Miscellaneous 23,126 20,859 Total unrestricted revenue and support 1,213,708 1,175,660 EXPENSES: Board of Directors: Annual student convention 279,956 247,532 Board of Directors meetings 48,269 43,277 Chapter installations and visitations 6,283 8,552 Community Service Day 15,000 27,600 Local chapter: Performance awards 1,000 1,500 Banners and gavels 5,417 5,252 Special projects: Regional meetings 116,899 114,020 Superior chapter awards 46,400 52,500 Best practice awards 30,650 28,250 Student seminar 68,424 64,481 Faculty advisor awards 20,000 20,000 Total program expenses 638,298 612,964 General and administrative 484,246 485,116 Total expenses 1,122,544 1,098,080 Change in unrestricted net assets 91,164 77,580 Change in temporarily restricted net assets: Contributions 120,000 100,000 Net assets released from restrictions (120,000) (120,000) Change in temporarily restricted net assets (20,000) Change in net assets 91,164 57,580 Net assets, beginning of year 983,857 926,277 Net assets, end of year $ 1,075,021 $ 983,857 See Notes to Financial Statements. 41 B E TA A L P H A P S I Statements of Cash Flows Years Ended April 30, 2006 April 30, 2005 Operating activities: Change in net assets $ 91,164 $ 57,580 Adjustments to reconcile change in net assets to net cash provided by (used in) operating activities: Depreciation 562 563 Amortization 33,756 Changes in operating assets and liabilities: Accounts receivable 81,804 (97,209) Prepaid expenses and other assets 8,926 (7,799) Accounts payable 89,167 (77,753) Net cash provided by (used in) operating activities 305,379 (124,618) Investing activities—Web site development (124,932) (26,968) Net increase (decrease) in cash and cash equivalents 180,447 (151,586) Cash and cash equivalents, beginning of year 811,133 962,719 Cash and cash equivalents, end of year $ 991,580 $ 811,133 Supplemental disclosure of noncash investing activity: Purchase of amortizable assets financed through accounts payable $ 40,200 See Notes to Financial Statements. 42 2006 ANNUAL REPORT Notes to Financial Statements Note 1—Purpose and summary of involves acquiring or developing hardware and software to operate accounting policies: 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 Purpose: Beta Alpha Psi (the "Organization") is organized during the operating stage, such as training, administration and and operated for the encouragement and recognition of scholastic maintenance costs, are expensed as incurred. Costs incurred during and professional excellence in the fields of finance, accounting the operating stage for upgrades and enhancements of a Web site and information systems. The Organization's objectives are are capitalized if it is probable that they will result in added function- accomplished through the activities of its Chapters. Financial ality. Capitalized Web site development costs are amortized on a resources to promote these activities are provided by the Chapters straight-line basis over their estimated useful life. During 2005, and various public and private firms. the Organization began working on a new Web site which was not Accounting method: The accompanying financial statements are in operation as of April 30, 2005. The new Web site went live on prepared on the accrual basis of accounting. September 1, 2005. The Organization has deferred costs of approximately $152,000 related to this project. As of April 30, 2006, Use of estimates: The preparation of financial statements in con- approximately $34,000 has been amortized. formity with accounting principles generally accepted in the United States of America requires management to make estimates and Net assets: The Organization's financial resources have been assumptions that affect certain reported amounts and disclosures. combined into two net asset classes (unrestricted and temporarily Accordingly, actual results could differ from those estimates. restricted) based upon stipulations imposed by donors. Cash and cash equivalents: Cash and cash equivalents include Unrestricted net assets include expendable resources over which the highly liquid debt instruments purchased with a maturity of three Organization's Board of Directors has discretionary control and are months or less. The Organization maintains its cash and cash used to carry out the Organization's operations in accordance with equivalents in bank deposit accounts which, at times, may exceed its by-laws. Federally insured limits. At April 30, 2006, the Organization has cash Temporarily restricted net assets include resources expendable only balances in excess of Federally insured limits in the amount of for those purposes specified by a donor or grantor. The restrictions approximately $117,000. are satisfied by specific expenditures of the Organization. Accounts receivable: Credit risk with respect to accounts receivable Contributed services: The Organization recognizes contribution is limited because the Organization deals with a large number of revenue for certain contributed services received at the fair value of members in a wide geographic area. The Organization closely those services. Those services include facilities and organizational monitors the extension of credit to its members while maintaining support valued at $154,135 and $154,007 for the years ended April 30, allowances for potential credit losses. On a periodic basis, the 2006 and 2005, respectively, furnished by the American Institute of Organization evaluates its accounts receivable and establishes an Certified Public Accountants. In addition, a significant amount of allowance for doubtful accounts, based on a history of past write-offs time, for which no value has been assigned as it does not meet the and collections and current credit considerations. Consequently, as criteria for recognition, was volunteered by professors and students of April 30, 2006, the Organization has no significant concentrations to the activities of the Organization. of credit risk from accounts receivable. Contributed property and fixtures: Contributed property and fixtures Furniture and fixtures: Furniture and fixtures are carried at cost less are recorded at fair value at the date of donation. If donors stipulate accumulated depreciation which is provided using the straight-line the use of the assets, the contributions are recorded as restricted method over the estimated useful lives of the assets of ten years. support. In the absence of such stipulations, contributions of Web site development costs: The Organization accounts for costs property and fixtures are recorded as unrestricted support. No incurred in connection with the development of its Web site in contributed property or fixtures were donated for the years ended accordance with Statement of Position 98-1, Accounting for Costs of April 30, 2006 and 2005. Computer Software Developed or Obtained for Internal Use and Initiation fees: Initiation fees are recorded as revenue in the period Emerging Issues Task Force Issue No. 00-2, Accounting for Web Site when the fees are due. Development Costs. Accordingly, all costs incurred in planning the development of a Web site are expensed as incurred. Costs, other Reclassifications: Certain amounts in the 2005 financial than general and administrative and overhead costs, incurred in the statements have been reclassified to conform with the current Web site application and infrastructure development stage, which year's presentation. 43 B E TA A L P H A P S I Note 2—Temporarily restricted net assets: Note 4—Tax status: Temporarily restricted net assets were received and released The Organization is a not-for-profit agency exempt from Federal from restrictions in fiscal 2006 and 2005 in fulfillment of the income tax under Section 501(c)(3) of the Internal Revenue Code and following purposes: has been classified as a charitable organization qualifying for the maximum charitable contribution deduction by donors. 2006 2005 Note 5—Net asset transfers: Best practice awards $ 30,000 $ 30,000 Faculty advisor awards 20,000 20,000 During the year ended April 30, 2006, Board designated unrestricted net assets were transferred to unrestricted net assets as a result of a Superior chapter awards 50,000 50,000 Board Meeting held in June 2005. Student seminar 20,000 20,000 Totals $120,000 $120,000 During fiscal 2003, the Organization received $100,000 from the Andersen Foundation to fund the Outstanding Faculty Advisor Awards. The Organization will award $20,000 per year beginning in fiscal 2004 through fiscal 2008 for faculty advisor awards. During fiscal 2006, four awards were given to faculty advisors totaling $20,000. Ernst & Young will provide an annual award of $1,000 for up to ten chapters who have made an impact on diversity within Beta Alpha Psi and/or their respective school/community. During 2006, a contribution of $20,000 was contributed to fund Diversity Initiative. Note 3—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 $191,500 and $180,660 for the years ended April 30, 2006 and 2005, respectively. At April 30, 2006, the Organization owed the American Institute of Certified Public Accountants $75,430 which amount is included in accounts payable. At April 30, 2005, the American Institute of Certified Public Accountants owed the Organization $89,859, which amount is included in accounts receivable. 44 1211 Avenue of the Americas, 19th Floor, New York, NY 10036 Phone: (212) 596-6090 • Fax: 596-6288 • E-mail: firstname.lastname@example.com B A P i s a n a f f i l i a t e o f t h e A m e r i c a n I n s t i t u t e o f Ce r t i f i e d P u b l i c A c c o u n t a n t s . ISO Certified 9625-332
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