Helping Your Chapter  Succeed
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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.

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Helping Your Chapter Succeed




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Presentation on theme: "Helping Your Chapter Succeed"— Presentation transcript:

Slide1

Helping Your Chapter Succeed

Deborah Medlar, Chapter Advocate – Western and Northwest RegionsJanice Klimek, Chapter Advocate – Rocky Mountain & Missouri Valley RegionsBAΨ Annual Meeting Friday, August 8, 2013

Slide2

Today’s Objectives

1) How to Succeed

2) Where to get guidance

3) Program of Chapter Activities (“PCA”)

4) Importance of reporting

Slide3

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

Slide4

Baker’s Dozen List for a

Successful ChapterHave fun/love what you doKnow that it takes a lot of time!3. Work with the officer group4. Keep the officers motivated5. Keep all members active

6. Strive for superior or distinguished chapter award

6. Be very familiar with PCA

Slide5

Baker’s Dozen List for a

Successful Chapter7. Be very familiar with A) PCA and ALSO B) Policies and Procedures Manual C) Constitution and Bylaws8. Be familiar with your own bylaws and make sure they work for you and your chapter

Don’t

be afraid to call the executive office. They are VERY helpful!

Slide6

Baker’s Dozen List for a

Successful Chapter10. Make sure your chapter participates in competitionsGain faculty, dean, professionals, and alumni support

Measure success in terms of what is best for YOUR chapter and its members

Slide7

Where Do

You Get Guidance?1. Executive Office Margie Fiorentino - Executive DirectorLisa - Manager - Chapter Services2. Chapter Advocate

3. Monthly communications from BAΨ

4. Fellow/former BAP Faculty Advisors

5. The Web WWW.BAP.ORG

Slide8

Chapter Advocates

ATLANTIC COAST REGION Incoming: Linda Schain, Hofstra University Outgoing: Molly Brown, James Madison UniversityMIDWEST REGION Mehmet Kocakulah, University of Southern IndianaNORTHWEST and WESTERN Deborah Medlar, University of Washington – BothellROCKY 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

Slide9

Your lifeline: www.bap.org & Chapter Handbook

https://www.bap.org/files/2014-pca.pdfhttps://www.bap.org/financial-reporting-guidehttps://www.bap.org/bap-constitutionhttps://www.bap.org/policy-and-procedurehttps://www.bap.org/code-of-ethics

Slide10

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 yearRequire your officers to read them at LEAST onceYou may not remember which documents contain which rules, but you will find it.

Slide11

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

https://www.bap.org/chapters

Slide12

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

Slide13

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

Slide14

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

Slide15

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

Slide16

PLEASE ATTEND BOTH REPORTING SESSIONSPROGRAM OF CHAPTER ACTIVITIES AND REPORTING INTRANET TUTORIAL

3.01 2:00-3:15 Friday or 4.01 3:30 4:45 Friday, NEW REPORTING INTERNET5.01 9:15 SaturdayThere will be continuing updates to tutorials addedthroughout the next few months ON YOU TUBE!!!!.REPORTING

Slide17

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

Slide18

Financial Reporting

Slide19

Financial Reporting

BAΨ year end = April 30

All chapter reporting due = June 1

990N vs. 990

<$50,000 gross receipts

 990N

>$50,000 gross receipts

 990 (

3 year average)

>$100,000 gross receipts

 990 AND

independent audit report OR internal audit report

Slide20

International Office Fees

2. One Time International Candidate Fee

(must be submitted within 60 days after entering candidate into Reporting

$65

(effective Sept. 1, 2013

3. Late Payment Fee

(per candidate, after 60 days) --

$20

4. Certificate Fee for Honorary Initiate

(who is already a member of another chapter) --

$15

5. Replacement Certificate Fee

--

$15

6. Returned Check Fee

--

$25

7. Delivery Charges for Supplies

(other than regular mail) --

$25

8. End-of-Year Late Fee

(this includes, tax filing 990-N e-Postcard and Faculty Advisor Sign off) --

$100

DESCRIPTION OF FEES -- AMOUNTS

1. Annual Chapter Maintenance Fee

(must be submitted by October 15) --

$300

Slide21

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

Slide22

BAP Competitions

For deadlines and contact information please

see: Competition @ https://www.bap.org/competitions webpage.

 

Outstanding Faculty Advisor

Up to 5 win $5000 each

Best Practices

- 3 categories - Compete at Regionals and

Nationals - If you win 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

Ernst & Young LLP Diversity

Award

10 chapter receive awards between $500 and $2500

Gold Chapter Challenge

10 Minute Video Up

to 15

chapters win

$

2,500

to each winning chapter

Slide23

BAP Competitions

For deadlines and contact information please

see: Competition @ https://www.bap.org/competitions webpage.

 

Project Run With Its

Up to 15 chapters win

$1000

for each chapter

Medal of Inspiration

– 1 student wins

$5000

scholarship

Business Information Professional of the Year

- The three winning nominating chapters receive

$2,000

each

Outstanding Dean Award

- Winner is recognized at the annual meeting in August and receives a plaque.

VITA

- IRS gives plaques to numerous chapters in 4 categories

Slide24

Award Seeking ChapterDefined in PCANOT Mission based chapter

Award seeking are as follows:Distinguished chapter Superior chapter Gold chapter

Slide25

Awarding seeking requirements

INDIVIDUALS: Minimum average number of both Service and Professional hoursCHAPTERSTo enable students to meet hours requirements: I.) Probably extra reaching out activities II.) Probably extra Professional ActivitiesB) More Reaching out ActivitiesChapters seeking superior status must attend either the 2013

annual meeting

or a 2014 Regional

meeting

One professional meeting must be on “Essential Skills”

Slide26

INDIVIDUAL Activity hours required

These are a required AVERAGE per member

Slide27

Slide28

Reaching Out ActivitiesREACHING 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

Slide29

Required Service ActivityALL 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 suggestionsNOT volunteering with firm where underlying purpose is recruitment.Any money received must be donated to charity or used in charitable causeMay not receive course credit

Slide30

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 SkillsFacilitation Skills (Group Discussion)Managing Disractions (people calling or stopping by to chat, etc.)Ethical Decision Making SkillsNegotiation SkillsConflict ManagementChange Management

Slide31

Things To Do Continuously

Meet with your officers, often

Meet with your committee chairs

Review with reporter all reports that go to the Executive Office

Promote your chapter and find innovative ways to recruit members

Slide32

POLICIES

No-alcohol policy for BAP-sponsored eventsProfessional Nature - No content that is demeaning or derogatoryNo Solicitation -Chapter activities can not used as a conduit for the sale of products or services: CPA Review Courses & Accounting FirmsPrivacy Policy

Slide33

ENTRY of New Officers’ Data by FA ONLYLoading of new officers’ data can be done only by faculty advisors

In September each faculty advisor will receive an e-mail getting log in details Faculty advisor must log self inFaculty advisor will then enter new officers names contact dataEach year thereafter the faculty advisors must continue this practice.The intent to increase security and accuracy

Slide34

Follow BAP

www.bap.orgTwitterFacebook

Slide35

Tidbits

PROFESSIONAL MEETING CAVEATSRemember that 50 minutes = one hour for reporting purposesProfessional 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

Slide36

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.

Slide37

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.

Slide38

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.

Slide39

Reaching Out Activities Sponsored by ChapterAlumni

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

Slide40

Slide41

More Service events

Slide42

STILL MORE Service events

Slide43

BENEFITS Far Exceed Your Input

Slide44

Questions?

Slide45