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Helping Your Chapter Succeed Deborah Medlar, Chapter Advocate – Western and Northwest Regions Janice Klimek, Chapter Advocate – Rocky Mountain & Missouri.

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Presentation on theme: "Helping Your Chapter Succeed Deborah Medlar, Chapter Advocate – Western and Northwest Regions Janice Klimek, Chapter Advocate – Rocky Mountain & Missouri."— Presentation transcript:

1 Helping Your Chapter Succeed Deborah Medlar, Chapter Advocate – Western and Northwest Regions Janice Klimek, Chapter Advocate – Rocky Mountain & Missouri Valley Regions BAΨ Annual Meeting Friday, August 8, 2013

2 Today’s Objectives 1) How to Succeed 2) Where to get guidance 3) Program of Chapter Activities (“PCA”) 4) Importance of reporting

3 Your Role Provide guidance Help sustain chapter membership Attend local, regional, annual meetings Guide/monitor all activities – operating and financial Oversee reporting to Executive Office Facilitate Chapter Success Develop officer leadership skills

4 Baker’s Dozen List for a Successful Chapter 1.Have fun/love what you do 2.Know that it takes a lot of time! 3. Work with the officer group 4. Keep the officers motivated 5. Keep all members active 6. Strive for superior or distinguished chapter award 6. Be very familiar with PCA

5 Baker’s Dozen List for a Successful Chapter 7. Be very familiar with A) PCA and ALSO B) Policies and Procedures Manual C) Constitution and Bylaws 8. Be familiar with your own bylaws and make sure they work for you and your chapter 9.Don’t be afraid to call the executive office. They are VERY helpful!

6 Baker’s Dozen List for a Successful Chapter 10. Make sure your chapter participates in competitions 11.Gain faculty, dean, professionals, and alumni support 12.Measure success in terms of what is best for YOUR chapter and its members

7 Where Do You Get Guidance ? 1. Executive Office Margie Fiorentino - Executive Director Lisa - Manager - Chapter Services 2. Chapter Advocate 3. Monthly communications from BAΨ 4. Fellow/former BAP Faculty Advisors 5. The Web

8 Chapter Advocates ATLANTIC COAST REGION Incoming: Linda Schain, Hofstra University Outgoing: Molly Brown, James Madison University MIDWEST REGION Mehmet Kocakulah, University of Southern Indiana NORTHWEST and WESTERN Deborah Medlar, University of Washington – Bothell ROCKY MOUNTAIN and MISSOURI VALLEY Janice Klimek, University of Central Missouri SOUTHEAST REGION Gwen Highsmith-Quick, North Carolina A&T State University SOUTHWEST REGION Incoming: Veronda Willis, University of Texas at Tyler Outgoing: Treba Marsh, Stephen F. Austin State University

9 Your lifeline: lifeline: & Chapter Handbook https://www.bap.org/files/2014-pca.pdf https://www.bap.org/financial-reporting-guide https://www.bap.org/bap-constitution https://www.bap.org/policy-and-procedure https://www.bap.org/code-of-ethics

10 MANY, MANY GUIDELINES (RULES) Initially are totally overwhelming. Gradually you will understand Have been a big help to all of us. Creation has been very careful, and thoughtful. Reread them at least every year Require your officers to read them at LEAST once You may not remember which documents contain which rules, but you will find it.

11 https://www.bap.org/files/2014-pca.pdf https://www.bap.org/chapters

12 https://www.bap.org/financial-reporting-guide

13 https://www.bap.org/bap-constitution

14 https://www.bap.org/policy-and-procedure

15 https://www.bap.org/code-of-ethics

16 PLEASE ATTEND BOTH REPORTING SESSIONS PROGRAM OF CHAPTER ACTIVITIES AND REPORTING INTRANET TUTORIAL – :00-3:15 Friday or – :30 4:45 Friday, NEW REPORTING INTERNET – :15 Saturday There will be continuing updates to tutorials added throughout the next few months ON YOU TUBE!!!!. There will be continuing updates to tutorials added throughout the next few months ON YOU TUBE!!!!. REPORTING

17 OTHER Reporting Beginning of year report – October 15 Every Chapter fills out Plan of Activities Activity Reports – December 15 and June 1 for Award Seeking End of year report – June 1 Includes FA sign off (more) Includes Financial Reports Includes Updated Profiles

18 Financial Reporting

19 BAΨ year end = April 30 All chapter reporting due = June 1 990N vs. 990 <$50,000 gross receipts  990N >$50,000 gross receipts  990 (3 year average) >$100,000 gross receipts  990 AND independent audit report OR internal audit report

20 International Office Fees 2. One Time International Candidate Fee (must be submitted within 60 days after entering candidate into Reporting $65 (effective Sept. 1, Late Payment Fee (per candidate, after 60 days) -- $20 4. Certificate Fee for Honorary Initiate (who is already a member of another chapter) -- $15 5. Replacement Certificate Fee -- $15 6. Returned Check Fee -- $25 7. Delivery Charges for Supplies (other than regular mail) -- $25 8. End-of-Year Late Fee (this includes, tax filing 990-N e-Postcard and Faculty Advisor Sign off) -- $100 DESCRIPTION OF FEES -- AMOUNTS 1. Annual Chapter Maintenance Fee (must be submitted by October 15) -- $300

21 Things to Calendar & Remember Deadlines Competitions Complete Year End Reports Before Officers Leave That June 1 report must include both semesters Officers are Important – Don’t be afraid to encourage people to run! Watch service and professional hours if award seeking

22 BAP Competitions For deadlines and contact information please see: https://www.bap.org/competitions webpage. Outstanding Faculty AdvisorOutstanding Faculty Advisor Up to 5 win $5000 each Outstanding Faculty AdvisorOutstanding Faculty Advisor Up to 5 win $5000 each Best PracticesBest Practices - 3 categories - Compete at Regionals and Nationals - If you win 1 st place at Regionals Best PracticesBest Practices - 3 categories - Compete at Regionals and Nationals - If you win 1 st place at Regionals Beta Alpha Psi Ethics Award Initial Award – up to 10 chapters $1,000 each. 4 chapters – $2500 each at national level Beta Alpha Psi Ethics Award Initial Award – up to 10 chapters $1,000 each. 4 chapters – $2500 each at national level Ernst & Young LLP Diversity Award 10 chapter receive awards between $500 and $2500 Ernst & Young LLP Diversity Award 10 chapter receive awards between $500 and $2500 Gold Chapter ChallengeGold Chapter Challenge 10 Minute Video Up to 15 chapters win $2,500 to each winning chapter Gold Chapter ChallengeGold Chapter Challenge 10 Minute Video Up to 15 chapters win $2,500 to each winning chapter

23 BAP Competitions For deadlines and contact information please see: https://www.bap.org/competitions webpage. Project Run With ItsProject Run With Its Up to 15 chapters win $1000 for each chapter Project Run With ItsProject Run With Its Up to 15 chapters win $1000 for each chapter Medal of InspirationMedal of Inspiration – 1 student wins $5000 scholarship Medal of InspirationMedal of Inspiration – 1 student wins $5000 scholarship Business Information Professional of the YearBusiness Information Professional of the Year - The three winning nominating chapters receive $2,000 each Business Information Professional of the YearBusiness Information Professional of the Year - The three winning nominating chapters receive $2,000 each Outstanding Dean AwardOutstanding Dean Award - Winner is recognized at the annual meeting in August and receives a plaque. Outstanding Dean AwardOutstanding Dean Award - Winner is recognized at the annual meeting in August and receives a plaque. VITAVITA - IRS gives plaques to numerous chapters in 4 categories VITAVITA - IRS gives plaques to numerous chapters in 4 categories

24 Award Seeking Chapter Defined in PCA NOT Mission based chapter Award seeking are as follows: Distinguished chapter Superior chapter Gold chapter

25 Awarding seeking requirements 1)INDIVIDUALS: Minimum average number of both Service and Professional hours 2)CHAPTERS A)To enable students to meet hours requirements: I.) Probably extra reaching out activities II.) Probably extra Professional Activities B) More Reaching out Activities C)Chapters seeking superior status must attend either the 2013 annual meeting or a 2014 Regional meeting D)One professional meeting must be on “Essential Skills”

26 INDIVIDUAL Activity hours required These are a required AVERAGE per member

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28 Reaching Out Activities REACHING OUT ACTIVITIES All chapters must participate in Reaching Out activities during the year. The following activities are required, depending on the chapter’s achievement level: Mission Based - 3 activities Distinguished - 5 activities Superior 8 - activities

29 Required Service Activity ALL chapters must report at least 1 Participation by at least 25% of the active members/candidates for the month, and The activity must be at least 1 hour (50 minutes) in duration. See Guidelines and suggestions NOT volunteering with firm where underlying purpose is recruitment. Any money received must be donated to charity or used in charitable cause May not receive course credit

30 NEW!!!! New! Mandatory Professional Activity – Award Seeking Chapters (Distinguished, Superior & Gold) Along with the above topics, award seeking chapters will have to conduct one mandatory professional session that will include a session devoted to “essential skills” ESSENTIAL SKILLS Business Writing Skills Facilitation Skills (Group Discussion) Managing Disractions (people calling or stopping by to chat, etc.) Ethical Decision Making Skills Negotiation Skills Conflict Management Change Management

31 Things To Do Continuously 1.Meet with your officers, often 2.Meet with your committee chairs 3.Review with reporter all reports that go to the Executive Office 4.Promote your chapter and find innovative ways to recruit members

32 POLICIES No-alcohol policy for BAP-sponsored events Professional Nature - No content that is demeaning or derogatory No Solicitation -Chapter activities can not used as a conduit for the sale of products or services: CPA Review Courses & Accounting Firms Privacy Policy

33 ENTRY of New Officers’ Data by FA ONLY Loading of new officers’ data can be done only by faculty advisors In September each faculty advisor will receive an getting log in details Faculty advisor must log self in Faculty advisor will then enter new officers names contact data Each year thereafter the faculty advisors must continue this practice. The intent to increase security and accuracy

34 Follow BAP Twitter Facebook

35 Tidbits PROFESSIONAL MEETING CAVEATS Remember that 50 minutes = one hour for reporting purposes Professional meetings need to be 50 minutes minimum. Firms may NOT use this time for “telling about their firm”…no advertising. This is not the proper Forum. CPA REVIEW FIRMS PRESENTATIONS are GENERALLY not considered professional hours UNLESS all they talk about is CPA exam. May NOT talk about their product AT ALL

36 Tidbits II LATE MEETING REGISTRATION FEES - Regional and Annual Meetings POLICY TO BE FINALIZED THIS FALL, EFFECTIVE FOR THIS COMING YEAR Will be Early bird fee until period ABOUT 45 days before conference Regular fee will be from $40 to $100 more. Late fee (less than 2 ½ weeks before conference) may add on $200 to $250. If you don’t have MONEY, YET, but know how many, then call executive office and they will work with you. If you don’t have SPECIFIC NAMES, YET, but know how many, then a. call executive office and they will work with you. b. OR set up gmail account for position and register by position.

37 Tidbits III BEST PRACTICES: Topics already available Abstracts due ALL regions January 31, by 4:00 CST. FEEDBACK TO WINNERS ONLY: Written feedback will be given to top three teams Oral feedback will be given to first place team No feedback will be given to other teams, and there will be no opportunity to discuss results with the judges.

38 Reaching Out Activities from Executive Office R.I.S.E. – Beta Alpha Psi will sponsor up to two finance students’ registration fees to attend the RISE Conference at the University of Dayton.

39 Reaching Out Activities Sponsored by Chapter Alumni Activity 1 Alumni Activity 2 Minority Recruitment Event (may report 2 per year) Multi-Chapter Event - A professional or service activity co-sponsored with another Beta Alpha Psi chapter. In order to promote interaction between chapters, this co-sponsored event should involve at least 25% of each chapter’s current membership. May be“multi-chapter webcast” meeting per year. Chapters who conduct a webcast meeting will have to provide documentation proving that they had controls in place to ensure that those who logged in actually participated and were engaged in the webcast. Promoting Careers in Accounting/Finance/Information systems (may report 2 per year) - Second Initiation

40

41 More Service events

42 STILL MORE Service events

43 BENEFITS Far Exceed Your Input

44 Questions?


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