BAP Policies & Procedures

8/8/2019 BAP Policies & Procedures

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Policies and Procedures

Theta Omicron Chapter

Beta Alpha Psi

Revised September 1, 2010


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Policies and Procedures

Duties of Officers/Directors and Chapter Organization

Duties of Officers

The President shall

Be responsible for and have authority over the planning and conducting of the affairsof the Chapter

Be responsible for ensuring deadlines are met and setting goals for the Chapter Preside over and conduct all Chapter meetings and events Appoint Committee Chairs Receive and reconcile the bank statement

The Executive Vice President shall Serve as an assistant to the President, presiding in his/her absence and succeeding

him/her upon his/her resignation from office Work closely with the President in all planning and oversight activities Collect and deposit all revenues for the Chapter

The Vice President of Membership shall

Coordinate all recruiting activities for the chapter Coordinate all membership retention activities for the chapter Arrange for photos/videos to be taken at recruiting events to post on the website.

The Recording Secretary shall Keep an accurate and complete record of the proceedings of the Chapter meetings and

attendance at such meetings, and be prepared to report such information to themembership, should that officer be ordered to do so

Maintain a complete file of all committee reports and other material designated to bekept

Maintain a complete list of all active members with a breakdown by class, section,and date of initiation; such records shall be revised at least twice each year, as soonafter the each initiation as reasonably possible

The Reporter shall

Assume responsibility of acquiring and keeping all Executive Office report forms,and submitting these forms promptly as designated by the Program of ChapterActivities

Assume responsibility for reporting the names of all new initiates and new officers tothe Executive Office with all required information, including the appropriateverifications and fees

Assist other officers with such correspondence as is necessary for the administrationof the organization

Revised August 31, 2010 Page 2


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Keep records of all correspondence in appropriate files

The Treasurer shall

Bill and record all dues, initiation fees, Employers Night fees, banquet fees, andother necessary items

Maintain current and accurate records of the financial position of the Chapter andprepare all reports required by the Executive Office, or all reports that he/she feelsnecessary to complete in order to maintain an accurate record of the Chaptersfinancial position at all times

Send to the Executive office the initiation fee and appropriately completed supportingdocuments for each active, honorary, and faculty initiate within fourteen (14) daysafter the initiation

Prepare the financial statements, and, if necessary, arrange for an audit, and send tothe Executive Office the audited financial statements for the Chapter by the datedesignated by the International Constitution and Program of Chapter Activities

Must back up the accounting software to an external device on a weekly basis andmaintain control/responsibility for the external device.

Officer Election and Term

No member, initiate, or candidate on notice or not in good standing is eligible to run for anoffice or vote in an election.

Cycle of Officer Elections

Election of officers will be staggered in order to maintain a level of continuity withinthe organization. Elections for positions will be as follows:

President, Treasurer, Reporter, and Recorder Elected end of spring semester.

They take office at the beginning of summer break. Executive Vice President & Vice President of Membership Elected end of

fall semester. They take office at the beginning of Christmas break.

Officer terms

The term of office for officers will be one academic school year which will include aspring, summer, and fall semester

Duties of Directors

The Professional Activities Director shall

Organize, implement, and follow up on office visits and professional presentations

Assist with planning of Awards Banquet and Employers Night Arrange for photos to be taken at professional events to post on the website

The Social Activities Director shall

Organize and implement formal social gatherings with members, faculty, andprofessionals

Organize and implement informal social gatherings among members



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Arrange for photos to be taken at social activities to be posted on the website

The Community Service Director shall

Organize, implement, and follow up on community service activities Arrange for photos to be taken at service activities to post on the website

The Fundraising Director shall

Create and identify opportunities for fundraising activities Involve members and others in fundraising events and activities Organize and implement a fundraiser at the Awards Banquet

The Tutoring Director shall

Create the semester tutoring schedule, trying to best meet the needs of students andmembers

Schedule members for tutoring sessions and arrange substitutes when necessary Maintain records of times and duration for members assisting in tutoring lab

The Webmaster shall

Develop and maintain the Chapter website Maintain control of informational databases Provide timely and accurate information to members

The Historian shall Ensure proper photo/video documentation of all chapter events Create a newsletter on a semiannual basis and ensure that it is distributed to UNLV

accounting faculty, chapter alumni and participating firms/companies. Assist in all other chapter projects that require photo/video documentation.

Attendance at Regional and National Meetings

Officers, directors and prospective officers and directors who are in good standing may attendthe National/Regional meetings.

Only members in good standing are eligible to attend the national and/or regionalmeeting.

Individuals attending the national and/or regional meeting will receive a per diemallowance of $20. The funds will be provided before departing for the conference. A day begins on the first day of the conference, regardless of when attendees

arrive for the conference and ends with the last official day of the conference. Exception:Per diem will only be provide if there are sufficient donations received

for the purpose of attending the conference and if there are enough fundsavailable. (The Faculty advisor and officers must consult with the treasurer toverify the amount of funds available). If not enough funds are available, butdonations were received, the donated money should be equally divided betweenthe attendees. Any excess donations will remain in the general fund.



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Requirements for MembershipOnly courses taken at UNLV are included in the grade point average.

Requirements for Candidates1

Degree seeking undergraduate students and non-degree graduate students shall beeligible to for candidacy after they have:

Declared a concentration in accounting, finance, or information systems (orhave stated an intention to declare a concentration in accounting, finance, orinformation systems);

Completed at least 30 hours of collegiate courses,

Have attained a 3.0 grade point average in upper division courses in the

declared area of concentration.1. Students who have not yet taken any upper division courses in their

concentration must have a 3.0 or higher grade point average in their lowerdivision accounting classes with no grade lower than a B-.

Have attained a cumulative grade average of 3.2 or have attained at least a 3.25

cumulative grade average on the most recent 30 hours (The 30 most recent

hours requirement will include a total number of semesters needed to reach the30 credit hour threshold. Students will not be allowed to use only part of thecredits from a given semester to meet this credit amount.)

Hour requirements Professional activity hours

1. At least three Beta Alpha Psi-sponsored professional programs2. A minimum of 10 hours must be reported

Service activity hours

1. At least one Beta Alpha Psi group service activity (tutoring is notconsidered a Beta group service activity)

2. A minimum of 10 hours must be reported

Tutoring hours


2. Tutoring hours count toward the service activity hours requirement

Social activity requirement

1. At least one Beta Alpha Psi social activity that does not give hours toattendees

Requirements for Initiates2

Degree seeking undergraduate students and non-degree graduate students may be

eligible for initiation to membership after they: Have declared a concentration in accounting, finance, or information systems;

Have completed, in addition to 60 hours of collegiate courses, at least one

upper division course in his/her major beyond the business core (for a transferstudent the most recent qualifying course must be at UNLV or anotherAACSB accredited institution)

1 Article IV Section 5 of Chapter Bylaws2 Article IV Section 6 of Chapter Bylaws



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Have attained a 3.0 grade point average in his/her upper division courses in

his/her declared area of concentration and Have attained a cumulative grade average of 3.2, or Have attained at least a 3.25 cumulative grade average on the most

recent 30 hours (The 30 most recent hours requirement will include atotal number of semesters needed to reach the 30 credit hour threshold.Students will not be allowed to use only part of the credits from agiven semester to meet this credit amount).

An initiate that does not meet one or more of the requirements will remain an initiatethe following semester. If at the end of that semester all requirements are not met theinitiate will no longer be eligible for membership and may not participate in anychapter functions. Initiates will only be allowed to continue on with the organizationafter the semester in which all requirements were not met if they

May meet all of the membership requirements at the end of the following

semester Do not graduate at the end of the semester in which they did not meet the

requirements Intend to gain member status in Beta Alpha Psi in the following semester after

the one in which the membership requirements were not met Hour requirements

Professional activity hours

1. At least three Beta Alpha Psi-sponsored professional programs2. A minimum of 10 hours must be reported

Service activity hours

1. At least one Beta Alpha Psi group service activity (tutoring is notconsidered a Beta group service activity)


Tutoring hours


2. Tutoring hours count toward the service activity hours requirement


1. At least one Beta Alpha Psi social activity that does not give hours toattendees

Requirements for Degree Seeking Graduate Students3

Degree seeking graduate students shall be eligible for candidacy /initiation tomembership when they have been accepted and matriculated into a masters degreelevel degree program in accounting, finance, or information systems and have a

cumulative 3.2 quality point average in courses taken for that program and meet theconditions for candidates and initiates.

Hour requirements If the graduate student is a candidate or initiate, he or she must meet the hour

requirements listed for that particular membership classification If the graduate student is a member, he or she must meet the hour

requirements listed below for members

3 Article IV Section 7 of Chapter Bylaws



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Requirements for Members to Maintain Membership

Each undergraduate member must maintain at least a 3.0 upper division accountinggrade average

Degree seeking and non-degree seeking graduate students do not have to

maintain a specified grade average Members must pay BAP membership dues every semester

Elected officers are entitled to a waiver of the membership dues each semester.(Any elected officer on notice is not eligible for the waiver of membershipdues).

Hour requirements Professional activity hours

A minimum of 5 hours must be reported Service activity hours

At least one Beta Alpha Psi group service activity (tutoring is notconsidered a Beta group service activity)

A minimum of 5 hours must be reported Tutoring hours

A minimum of 3 hours must be reported

Tutoring hours count towards the service hours requirement


At least one Beta Alpha Psi social activity that does not give hours toattendees

Expulsion Policy4

An expelled membercannot be reinstatedinto Beta Alpha Psi. Expulsion of amember is a serious action and must be exercised only in the direst of circumstances A member who is determined not to be in good standing shall be counseled and

aided to bring his/her status back into good standing A member who has been expelled will lose all rights and benefits associated with

BAP and will be removed from the local and Executive Office list of members A member who does not meet the minimum membership requirements concerning

hours5will be placed on notice A member placed on notice will be monitored the following semester to ensure

that his/her hours are met A member placed on notice that does not meet his/her hours in the following

semester will be expelled A member who does not pay his/her membership dues within one month after the

membership application cut-off date will be placed on probation

4 National Bylaws revised June 1st, 2006 Article XIV. A local chapter has the right to expel a member provided the policiesand procedures manual for the expulsion of members is strictly followed5 Requirements of Members to Maintain Membership outlined in this manual states that members must complete fiveprofessional Beta hours and five Beta service hours per semester



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A member placed on probation for neglecting to pay his/her dues will be expelled

if the dues are not paid in full within one month after the followingsemestersmembership application cut-off date

A member must pay the dues for the period in which he/she was placed onprobation as well as the current dues

A member who does not meet the minimum grade average6 membership requirementduring a semester will be put on academic notice the following semester. The memberhas one semester to bring his/her grade average up to the minimum requirementotherwise the member will be expelled

Any potential dishonorable act against BAP will be investigated and voted upon bythe Voting Policy7 outlined in this manual to determine whether or not the memberis expelled Dishonorable acts include, but are not limited to, committing fraud, stealing,

forgery, and neglecting to pay money owed to BAP A member who does not bring his/her status back into good standing, will be expelled

except in the case of extenuating circumstances In the case of extenuating circumstances,

The member will be given an opportunity to state his/her reasons for

falling out of good standing at an official officers meeting The officers and Faculty Advisor will take the reasons into consideration

and take a vote on the expulsion of the member based on the reasonsoutlined by the member

The vote will follow the Voting Policy outlined in this manual

Membership Application Process

Recording Membership Applications for our Chapter

All members, initiates, and candidates must complete an online application/registration

form Immediately after the application cut-off date (which is set by the President), the

Recording Secretary must access the officer/director application database and record allapplicants on the Membership Application Document (MAD)8

Only officers/directors that have completed a BAP Confidentially Agreement will

have access to the officers/directors webpage The MAD can be found on the officer/director webpage in the Beta Cookbook

under the Application folder The Recording Secretary is responsible for recording the applicants name,

graduate/undergraduate status, email, L number, and membership status (i.e., candidate,initiate, member) on the MAD

The Recording Secretary electronically forwards the MAD to the Faculty Advisor The Faculty Advisor approves or disapproves applicants based on BAP requirements

outlined in the Requirements for Membership9 policy in this manual

6 Requirements of Members to Maintain Membership outlined in this manual states that undergraduate members mustmaintain at least a 3.0 upper division accounting grade average7 See Voting Policy on page 208 Sample Membership Application Document (MAD) on page 309 See Requirements for Membership on page 4



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After approving or disapproving applicants, the Faculty Advisor sends the MAD back tothe Recording Secretary

The Recording Secretary must receive a payment report from the Treasurer to verify whohas paid their membership dues and who still has an outstanding balance

The Treasurer prints a membership application payment Account QuickReport

from QuickBooks to give to the Recording Secretary The Recording Secretary prints out a copy of the MAD to compare it with the

QuickReport received from the Treasurer The Recording Secretary must also verify that the applicants paid the correct

amount, including any past due amounts The Recording Secretary must notify by email applicants that have a discrepancy

in payment A member who does not pay his/her membership dues within one month

after the membership application cut-off date will be placed on probation Once all discrepancies are dealt with by the Recording Secretary, he/she hand delivers the

MAD to the President. The President must receive an updated membership applicationpayment Account QuickReport from the Treasurer to confirm that the list of applicants iscomplete and accurate

Any discrepancies that the President encounters must be reconciled with theRecording Secretary

Once all discrepancies are dealt with by the President, an official list of members isinserted into the Chapter Spreadsheet by the President

Reporting Membership Applications to the Executive Office

The Reporter receives the official list of members from the President The Reporter inputs the new candidates from the list of members into the Chapter

Workbook All initiates and members are already in the Chapter Workbook

The Reporter must ensure that all initiates who were initiated are counted as members

and all members who have graduated are moved to alumni A list of students who have graduated can be received from the accounting office

The Expenditure Cycle

Cash Disbursements10

The Treasurer receives or completes a voucher package that includes a CashDisbursement Voucher11 and related original invoices/receipts

If a receipt is lost or if the receipt is a photocopy, the Treasurer and Faculty

Advisor must discuss the situation and determine if a disbursement will be made The Treasurer verifies that the amounts on the Cash Disbursement Voucher match the

receipts/invoices attached to the voucher. The Treasurer then matches the total on theCash Disbursement Voucher to the total of the invoices/receipts

The Treasurer creates a written check and records the transaction in QuickBooks

10 See Cash Disbursements Flowchart on page 1011 Sample Cash Disbursement Voucher on page 31



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The Treasurer is the only individual authorized to record transactions in

QuickBooks The Treasurer and the President are the only individuals who have password

access to QuickBooks The check must be signed by the Faculty Advisor or another professor of his/her

choosing who is a BAP faculty member The Faculty Advisor and the BAP faculty member alternate for the Faculty

Advisor are the only signers on the account (two signers) The check is mailed or given to the intended recipient The Treasurer files the voucher package in the treasurers key accessed file cabinet

The voucher packages are filed in a temporary file until the end of the month. At

the end of the month, the voucher package is attached to the correspondingreconciliation report

In the case of debit card purchases, a voucher package must be created and it must flowthrough the cash disbursement cycle as outlined above.

The Revenue Cycle

Cash Receipts12

All mailedinvoices and payments will be received in a locked mailbox in the accountingoffice

The Vice President is responsible for receiving all mail in the locked mailbox and allpayments received in the locked drop box outside the BAP office

All received checks must be restrictively endorsed immediately

The Vice President records all received checks on a Cash Receipts Voucher13. In theabsence of the Vice President, the Faculty Advisor will take over the Vice Presidentsresponsibilities in this matter

The Vice President deposits the checks in the bank14, receives a validated deposit receiptfrom the bank and attaches the validated deposit receipt and check stubs15 to the CashReceipts Voucher which creates a Cash Receipts Voucher Package

The Vice President turns the Cash Receipt Voucher Package over to the Treasurer. TheTreasurer verifies that the validated deposit slip matches the total on the Cash ReceiptsVoucher

The Treasurer records the revenue in QuickBooks and files the voucher package in thetreasurers key accessed file cabinet

The voucher packages are filed in a temporary file until the end of the month. At

the end of the month, the voucher package is attached to the correspondingreconciliation report

NOTE: The Treasurer cannot receive payments of any form at any time. If a payment is handed to BetaAlpha Psi, the payor should be directed to the Vice President. The Vice President then follows therevenue cycle procedures. If the Vice President is not able to collect the payment, another officer (other

12 See Cash Receipts Flowchart on page 1113 Sample Cash Receipt Voucher on page 3214 See Deposits and Deposit Validation Flowcharts on page 1215 Attach the check stub to the cash receipt voucher, if appropriate (i.e. personal checks will not be accompanied by acheck stub).



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than the Treasurer) should collect the payment and ensure that the payment is turned over to the VicePresident at the earliest convenience



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Receive Invoice/ReceiptCreate Cash Disbursement VoucherInvoice/ReceiptCash Disbursement Vouchererifies totals and creates Disbursement Voucher PackageDisbursement Voucher Packagembined invoice/receipt and cash disbursement voucher)

Treasurer Prepares Checkand Records Transaction

ccounting Information System (QuickBooks)CheckVoucher Packageulty Advisor & Treasurer Initial voucher PackageFaculty Advisor Signs Check.Treasurer Files Voucher Package

CheckSigned Voucher PackageTo Appropriate PartyFile

Receive Check(s)ecks, Records Them on Cash Receipts Voucher and Restrictively Endorses checksCheck(s)Cash Receipts Vouchernt Turns Cash Receipts Voucher Package Over To TreasurerCash Receipt Voucher PackageFrom BPg. 2

Treasurer Records Transactionccounting Information System (QuickBooks)To APg. 2

Cash Receipts Voucher PackageFile


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Employers

Night Revenue Verification

All payments for Employers Night flow through the revenue cycle as outlined in TheRevenue Cycle16 procedures in this manual Immediately following the registration cut-off date for Employers Night, the President

creates an Employers Night Revenue Verification form (ENRV)17

The list is created using the Employers Night registration text file found on the

officer/director webpage for the registering firms

16 See The Revenue Cycle on page 917 Sample ENRV on page 33


From APg. 1

Check(s)letes Cash Receipts Voucher and Attaches All Necessary DocumentationCheck(s)Cash Receipts VoucherPrepare Bank Deposit SlipCash Receipts VoucherBank Deposit SlipCheck(s)To Bank for Deposit1ceive Validated Deposit Receipt from Bank upon DepositDeposit Receipt(Validated)

mbine Deposit Receipt to Cash Receipts Voucher1Cash Receipts VoucherDeposit Receipt(Validated)

To BPg. 1

Cash Receipts Vouchereposit Receipt to Cash Receipt Voucher Which Creates a Cash Receipts Voucher PackageCash Receipts Voucher Package


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The President maintains the list (adds last minute additions and subtracts any firm thatwithdraws) from the time registration ends until Employers Night

The President compares the firms listed on the ENRV to those in attendance atEmployers Night (visually inspecting that the firms in attendance are listed on theENRV) and deals with any discrepancies

After the President verifies that all firms in attendance are correctly accounted for on theENRV, the President turns the ENRV over to the Treasurer

In the case of electronic submission of the ENRV, the President locks andpassword protects the cells titled: firm name, table size, and amount owed. TheTreasurer will only have the ability to enter the amount paid, date paid, and checknumber

The Treasurer records in the ENRV which firms have paid Treasurer fills in the amount paid, date paid, and check number

The ENRV is used as an account balance register for which firms have paid and whichfirms still have an outstanding balance. The Treasurer updates the ENRV as payments byfirms for Employers Night are received throughout the rest of the semester

If all payments for Employers Night have not been received by the end of the

semester, the Treasurer notifies the President of those firms that have an

outstanding balance. The President notifies those firms requesting payment The Treasurer maintains possession of the ENRV until all payments for

Employers Night have been received While some firms take longer than others to pay for the event, all

payments should be received no later than the end of February Once all firms have been recorded as paid, the Treasurer prints an Employers Night

revenue Account QuickReport from QuickBooks to give to the President The President compares the ENRV to the QuickReport received from the

Treasurer to verify that all payments recorded in QuickBooks have been recordedon the ENRV

After the President verifies that all payments have been recorded in QuickBooks and

properly accounted for on the ENRV, the President files the ENRV in the Presidentslocked file cabinet for the appropriate year



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Awards Banquet Revenue Verification All payments for the Awards Banquet flow through the revenue cycle as outlined in The

Revenue Cycle18 procedures in this manual Immediately following the registration cut-off date for the Awards Banquet, the President

completes the Awards Banquet Revenue Verification form (ABRV)19

The ABRV is created using the Awards Banquet registration text file found on theofficer/director webpage for the registering firms, faculty, and members

Once the ABRV is created, the President turns the ABRV over to the Treasurer In the case of electronic submission, the President locks and password protects the

cells titled: name, status, and amount owed. The Treasurer will only have theability to enter the amount paid, date paid, and check number

The Treasurer records in the ABRV which firms, faculty members, and students havepaid

The dues for faculty members are paid by the accounting department, not by the

individual faculty member Treasurer fills in the amount paid, date paid, and check number

The ABRV is used as an account balance register for which firms, faculty members, andstudents have paid and which firms, faculty members, and students still have anoutstanding balance. The Treasurer updates the ABRV as payments for the AwardsBanquet are received throughout the rest of the semester.

All students must pay for the Awards Banquet prior to the event

If payments from professionals for the Awards Banquet have not been received by

the end of the semester, the Treasurer notifies the President of those firms whostill have an outstanding balance. The President then notifies those firmsrequesting payment

Once all firms, faculty members, and students have been recorded as paid, the Treasurerprints an Awards Banquet revenue Account QuickReport from QuickBooks to give to thePresident

The President compares the ABRV to the QuickReport received from theTreasurer to verify that all payments recorded in QuickBooks have been recordedon the ABRV

After the President verifies that all payments have been recorded in QuickBooks and areproperly accounted for on the ABRV, the President files the ABRV in the Presidentslocked file cabinet for the appropriate year

18 See The Revenue Cycle on page 919 Sample ABRV on page 34



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Bank Reconciliation The President is in charge of the monthly reconciliation The bank statement will be received by the Vice President in the locked Beta mailbox

located in the accounting office. The Vice President will hand deliver the unopened bankstatement to the President

Once the President receives the bank statement, he/she must complete the bank

reconciliation in QuickBooks A reconciliation report must be printed and signed by the President then attached to the

bank statement The President will hand deliver the reconciliation report and bank statement to the

Faculty Advisor The Faculty Advisor will initial and date the reconciliation report and then hand

deliver the reconciliation report and bank statement to the Treasurer The Treasurer attaches and files the reconciliation report, bank statement, and relevant

cash receipts/disbursement voucher packages in the Treasurers locked file cabinet basedon the month of the statement

After the fiscal year end, the combined reconciliation report packages are filed by

year and are retained for three years In the case of debit card purchases, the cash disbursement voucher package must be

checked to verify that the debit card purchase was authorized and is legitimate The Treasurer must provide the debit card Cash Disbursement Voucher packages

to the President for verification

Recording and Reporting Hours

Beta Hours

Professional activity requirements to report each event: Must have at least 25% of members/initiates/candidates for the month attend the

event The event must be at least 50 minutes

The event must be sponsored or co-sponsored by the Chapter

Service activity requirements to report each event: Must have at least 25% of members/initiates/candidates for the month attend each

event The event must be at least 50 minutes

The system is based on a 50 minute hour. Report all events in minutes The Recording Secretary is responsible for bringing a sign-in sheet20 to each event. In

his/her absence, the Recording Secretary must ensure that another officer brings and isresponsible for the sign-in sheet

The sign-in sheet is available to all members at the beginning of the event Each member may ONLY sign themselves in If possible, the Recording Secretary or responsible officer must pick up the sign-in sheet

once the event has begun. A member who arrives late is responsible for ensuring thathe/she gets signed into the event

If a member forgets to sign the sign-in sheet for the event, he/she can still receive

credit if he/she can find an officer to vouch for his/her time at the event

20 Sample sign-in sheet on page 35



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Date

Deadline

10/15*

Beginning of Year report includes: Plan of Activities Complete

intranet form Chapters plan for

meeting mission basedrequirements

Provide information

required for missionbased activities:

6Professionalactivities

1 ServiceActivity

3National/Regional activities(NRAs)

Update Chapter Information onreporting intranet

Send check for annualmaintenance fee

If Bylaws have changed, attachrevised version

12/15*

Chapter activities occurring between 6/1/xxand 11/30/xx

Professional & Service activities Mission based activities

NRAs Initiation Professional & Service activities

Attach local chapter workbook(Award-seeking chapters)

05/01**

Nomination for Business InformationProfessional of the Year

05/01**

Nomination for Alumni Representative onBoard of Directors

06/01*

End of Year Reports includes: Financial Statements IRS Form 990 if gross receipts >

$25,000 Tax release Form

Update Chapter Information Faculty Advisor sign offs


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* These issues must be reported to the ExecutiveOffice by the stated date** Nominations must be submitted only if thatparticular NRA is chosen

Initiation(s) One initiation is required by the

Chapter each fiscal year The second initiation is

counted as an NRA Initiations do not count as

professional activity time; except: If the chapter has a speaker at

the event, the presentationtime (if at least 50 minutes inlength) will count asprofessional activity time forthe members in attendance

The initiation script and procedurecan be found athttp://www.bap.org/initiate/index.htm

Sending Mass Emails to Members Create a group folder titled Semester Year Membership List (e.g., Fall 07 Membership

List) in Lotus Notes Copy all email addresses from the reconciled MAD and import them into the Lotus Notes

group folder Insert Undisclosed Recipient into the To field when sending a mass email

This will prevent members email addresses from being displayed to all recipients

Insert the member group folder (i.e., Fall 07 Membership List) into the Bcc field Only officers/directors, along with the Faculty Advisor, have password authorization to

access Lotus Notes, and therefore, can send mass emails If an email is returned due to an incorrect email address, the officer/director who sent the

email will have to contact the intended recipient to obtain the correct email address.Oncea correct email address is received, the Lotus Notes group folder must be updated by theofficer/director who received the information

Contact can be made by phone or in person

NOTE: The Lotus Notes email account is intended for the sole purpose of contacting BAP membersabout BAP events and information. Lotus Notes may not be used for any other reason. Lotus Notesshould NEVER be used as a means to distribute promotional emails


$100,000 or more

06/01*

Chapter activities occurring between12/1/xx 5/31/xx

Professional & Service activities Mission based activities (Allchapters)

NRAs Initiation Professional & Service activities

Attach local chapter workbook(Award-seeking chapters)


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Voting Policy This voting policy is used to either expel a member or to change a policy or procedure

How to Bring an Issue to a Vote

The issue must be brought to the President. The President will invite the member to

present his/her issue at the next officers meeting In order for the member to present his/her issue at the officers meeting, a majority of

officers must be present After the member presents his/her issue, the officers and the Faculty Advisor will

discuss the issue The President will then ask for a vote on the issue

Voting Procedures

In order for a vote to be held, the following requirements must be met: A majority of officers must be present

All officers and the Faculty Advisor must be made aware of the vote and

All officers and the Faculty Advisor must be given an adequate opportunity tovote on the issue

Any officer or the Faculty Advisor that wishes to abstain from the vote will havehis/her vote counted as a negative vote

A vote of the officers must take place, in which a majority ruling is required, in orderfor the issue to move on to the next phase If the issue does not receive a majority of the officers vote, the issue does not

move forward If the issue does receive a majority of the officers vote, the issue is then brought

to the Faculty Advisor for approval or veto If the Faculty Advisor approves the issue, the issue is passed

If the Faculty Advisor vetoes the issue, the issue is then sent back tothe officers for another vote An issue sent back to the officers must receive a super majority (five of six) vote to

overturn the Faculty Advisors decision If a super majority vote is reached by the officers, the Faculty Advisors

decision is overturned and the issue is passed If a super majority vote is not reached by the officers, the Faculty Advisors

decision stands



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Area Access & AuthorizationThere are certain areas in BAP that need to be secure. Not only do certain areas need to be secure fromoutside sources, many of these areas need to be secure and segregated from the different officers,directors, members, and faculty. Restricted access and authorization will ensure that desired levels ofinternal controls are maintained and that checks and balances are in place to guard against fraud and

error.

All passwords/keys must be changed/handed in immediately following compromise of the password orimmediately following any officer/director/Faculty Advisor/member that is no longer regarded as anauthorized person.

The following table is a list of areas that are protected by specific authorization as well as a securitymeasure (i.e. key, password, combination):

* The key is located in the accounting office (BEH 415) and can be obtained by any BAP memberduring normal accounting office hours for access to the BAP office


Area Authorized Access(Primary/Backup)

SecurityMeasure

Officers/Directors Webpage All Officers/Directors/Faculty Advisor PasswordLotus Notes All Officers/Directors/Faculty Advisor PasswordTreasurer File Cabinet Treasurer/ACC Dept Office KeyPresident File Cabinet President/ACC Dept Office KeyReporting Intranet Reporter/President/Faculty Advisor PasswordWebsite Webmaster/Recording Secretary PasswordQuickBooks Treasurer/President PasswordBeta Office (During ACC Office Hours) All BAP Members Key*

Locked Mailbox (ACC Office) Vice President/Faculty Advisor KeyLocked Drop Box (Outside Beta Office) Vice President/Faculty Advisor KeyBeta Computers All Members PasswordS Drive Access All Officers/Faculty Advisor PasswordBeta Mailbox (After ACC Office Hours) All Officers Combination


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An example outline can be found on the officer/director webpage in the BetaCookbook under the Recruitment folder and also on page 37 of this manual

All officers should speak at BAP 101 based on their portion of the outline Prepare a PowerPoint presentation that coincides with the outline

An example PowerPoint presentation can be found on the officer/director

webpage in the Beta Cookbook under the Recruitment folder Contact the on-campus catering company to provide food for the event

Membership ApplicationsThe membership application process affects the Chapter Spreadsheet, the Chapter Workbook, and thecandidate fees paid to the Executive Office. Correctly recording and creating the list of members andcandidates at the beginning of the semester is vital to the efficiency and effectiveness of BAP. Be sure torefer to the Membership Application Process22 in this manual for more information.

Employers NightEmployers Night is a fall recruiting event that provides students with the opportunity to meet and

mingle with a variety of professional firms.

Reserve a venue that can accommodate 400-500 people The Palms hotel is an example of a good venue because of its location,

facilities, and cost Create an invitation for professionals that includes information about registration and

applicable costs The invitation should be emailed to the professionals at least a month before

the fall semester begins An example of an invitation can be found on the officer/director webpage in

the Beta Cookbook under the Professional Events/Employers Night folderand also on page 39 of this manual

Email all accounting professors with information about the location and time of theevent

The email to professors should be sent out before the semester begins

As many accounting students as possible should be made aware of Employers Night.The following are suggestions on how to get the word out:

Create flyers and post them around the business building (i.e.)

Create flyers to distribute to accounting classes

Ask professors to mention Employers Night to their students

Contact ACC 400 instructors as to whether Employers Night can be a

mandatory event for their students. This will help to ensure that there is alarge turnout of accounting students

Following the event, send a thank you note to the professionals and faculty whoattended the event

Create and send a survey to professionals to find out what they liked/disliked aboutEmployers Night

Review the previous years survey and consider it when planning the event

22 See Membership Application Process on page 6



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On-Campus Presentations Once BAP officers decide which firms they would like to speak to the members, the

firms are contacted For the firms who choose to participate in on-campus presentations, the date, time,

location and topic of the event are discussed and scheduled Once the on-campus presentations are scheduled, the Webmaster is contacted to

update the calendar on the website The officer/director calendar is also updated

Reserve a room for the event. This is done by filling out a Room Reservation form23and submitting it to the accounting administrative assistant. Be sure to specify if atech room is needed.

A Room Reservation form can be found in the Beta Templates folder

(S:\Accounting\Beta Alpha Psi\Beta Templates) Contact the on-campus catering company that is used for on-campus presentations, if

food is going to be served at the event. If food is going to be served by anyone otherthan the on-campus caterer, a food waiver must be filled out and submitted to thecatering department at UNLV

A couple of weeks prior to the presentation, the Professional Activities director

contacts the firm and verifies the details of the event At least a week in advance, the Professional Activities director mails parking permits

and UNLV maps to the firms who are going to present Send a reminder email to all Beta members at least a week in advance Immediately preceding the event, place a sign on the door of the on-campus

presentation room with the event information An on-campus events checklist can be found on the officer/director webpage in the

Beta Cookbook under the Professional Events folder and also on page 41 of thismanual

Following the on-campus presentation, the Professional Activities director preparesand sends a thank you note to the presenter. This should be done no later than one

week following the event

23 Sample Room Reservation Form on page 40



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Office Visits Once BAP officers decide which firms they would like to visit, the firms are

contacted For the firms who choose to host an office visit, the date and time are discussed and

scheduled Once the office visit is scheduled, the Webmaster is contacted to update the calendar

on the website The officer/director calendar is also updated

A week prior to the office visit, the Professional Activities director contacts the firmand verifies the details of the event. At this time a preliminary head count is given tothe firm

A reminder email is sent to all BAP members at least a week in advance Registration for the office visit should be closed four days prior to the event Two days prior to the event, an official head count is sent to the firm An office visit checklist can be found on the officer/director webpage in the Beta

Cookbook under the Professional Events folder and also on page 42 of this manual Following the office visit, the Professional Activities director prepares and sends a

thank you note to the firm. This should be done no later than one week following the

event

Awards banquet Reserve a venue that can accommodate approximately 100 people

For the fall semester, this should take place by May 1st

For the spring semester, this should take place by March 1 st

Create invitations for professionals and faculty Distribute the invitations approximately 6 weeks prior to the event

Send a follow-up email to all professionals about 1 month prior to the event toconfirm the details

Medallions are ordered for graduating members If a member has already received a medallion for his/her undergraduate

graduation, then cords will be ordered for the member This should take place at least 3 weeks prior to the event

Materials are needed for a silent auction Contact CPA review courses, along with local business, to inquire about

donations Create a bid sheet. An example can be found on the officer/director webpage

in the Beta Cookbook under the Professional Events folder and also on page43 of this manual

Decide who will be awarded each scholarship and who will be acknowledged with anaward

Create and print scholarship/awards. An example can be found on theofficer/director webpage in the Beta Cookbook under the Professional Eventsfolder and also on page 44 of this manual

Create a program for the banquet A banquet program can be found on the officer/director webpage in the Beta

Cookbook under the Professional Events folder Create a game to help students network with professionals



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An example of a networking game can be found on the officer/director

webpage in the Beta Cookbook under the Professional Events folder and alsoon page 45 of this manual

Send email reminders a week prior to the event to confirm details About three days prior to the event, the following tasks are completed:

Print name badges

Prepare a slideshow. Be sure that proper tech equipment is provided

Create seating arrangement. Be sure to mix professionals, faculty, and

students at each table An Awards Banquet checklist can be found on the officer/director webpage in the

Beta Cookbook under the Professional Events folder and also on page 46 of thismanual

Following the event, send thank you letters to professionals, faculty, and silentauction donors

Thank you letter examples can be found on the officer/director webpage in the

Beta Cookbook under the Professional Events folder and also on page 47 ofthis manual

Community Service Events Once an activity is scheduled, the Community Service director contacts the President

and Webmaster to update the calendar on the website The officer/director calendar also is be updated

A week prior to the event, the Community Service director emails all Beta members areminder of the upcoming event

A week prior to the event, the Community Service director gets in touch with thecommunity service project contact to verify the details of the event. At this time apreliminary head count is given

Registration for the community service event should be closed four days prior to theevent

A reminder email is sent to all Beta members approximately three days prior to theevent. At this time, instructions are given concerning:

Dress code/recommended attire

Contact person upon arrival

Where to go upon arrival

Expected duties

Two days prior to the event, an official head count is sent to the community serviceproject contact

If the Community Service director is unable to attend the event, he/she must makesure that details of the event and contact information is passed on to anotherofficer/director who will take responsibility for the event

A community service checklist can be found on the officer/director webpage in theBeta Cookbook under the Community Service folder and also on page 48 of thismanual

The Community Service director prepares and sends a thank you note to the eventcontact. This should be done no later than one week following the event

Tutoring



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tone, the letter should be edited by the Faculty Advisor. Writing the letter will help the incomingPresident in his/her transition to the office and will give notice to the firms that a successful transitionhas taken place.



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Membership Application DocumentFaculty

Grad Membership Email Advisor Amount

# Last Name First Name L Number Undergrad Status Address Approval Paid

1 Smith John L1234 Undergrad Member [email protected] X $35

2 Jones Jessica L5678 Grad Candidate [email protected] X $90

3 Abernathy Michael L2468 Undergrad Initiate [email protected] X $35

4 Collins Joan L1357 Grad Candidate [email protected] X

5 Hauser Stephen L0864 Undergrad Initiate [email protected] No $35

6 Boy Tommy L9830 Undergrad Candidate [email protected] No $90

7

8

9

10

11

12

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M

A

D
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]


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Date of Deposit 10-7-07 .Deposit Made By Vice President .

Beta Alpha Psi

Cash Receipts Voucher

Check Received From Purpose CK# Amount

rust but Verify Audit Firm LLP Employers Night 123 $800

OX 404 THWDI Partners LLP Employers Night 456 $500

eremiah Countswell Membership Dues 789 $35

ebits & Credits Financial Consultants Donation 432 $250

TOTAL $1585

Account Amount

Employers Night $1300

Membership Dues $35Donations $250

TOTAL $1585

NOTE: This is a sample Cash Receipts Voucher. To create a Cash Receipts Voucher Package, the VicePresident attaches all necessary documentation and a validated deposit receipt. The Treasurer uses theCash Receipts Voucher Package to record the revenue.



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ENRVEmployers' Night Revenue

VerificationEmployers' Night Fall 2007

Palms Hotel

Amount

Firm Name Table Size Owed Paid

Date

Paid Check #123456789

10

1112131415161718192021

222324252627282930


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Beta Alpha Psi

Sign-In SheetPricewaterhouseCoopers Office Visit

September 17th, 2007

Name Time In Time Out Signature

123456

78910111

213141516171819



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Intro BAP history

Opportunities for activities on a local, regional and national level (Case competition, regional leadership

conference, annual meeting)

New Programs/Procedures Updated website (Melinda)

BAP Mentors

Superior Member Scholarship

Eligibility Requirement to Re-Apply

Contact me by e-mailI. Jennifer

Intro Open Director/Committee positions

Sign-ups

Req. to apply for open director positions

Alumni Relations Committee (Organize the Alumni Event for 1st week of June, 2006)

Newsletter Committee (1 newsletter/semester)

Employers Night, resume, business cards Contact info.

I. Sharon

Intro Reporting Secretarys duties Reporting to the nationals Superior Chapter awarded 8 (?) years in a row: what it means, how it is achieved, etc. Golf social, Contact info.

I. Sonali Intro Treasurers duties Explain online application, dues (1st semester & subsequent semester), Information Release Waiver Community Service activities planned Contact info

I. Hema Intro Recording Secretarys duties Questions about reported hours, contact Hema. Beta/non-Beta requirements Report non-Beta hours on website Some non-Beta functions (IIA, IMA, etc.) Contact info

I. Introduce Dr. Moores.II. Closing

Intro Welcome returning & new students

Introduce Beth.

UNLV & BAP alumni. Director of Audit Services at McGladrey & Pullen. She & McGladrey have been strong supporters of our chapter semester after semester. As a firm, they attend almost all of our functions. They honor our graduating seniors with BAP medallions which is awarded at the end of the

semester Awards Banquet. Irene Sereno Newsletter Committee We invited her to talk to you today because she can share with you, based on her experience as a

BAP member and a professional, on the value and importance of BAP. Without any further ado, . . .

BAP history

Revised August 31, 2010 Pa


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261 chapters w/ 11 chapters petitioning Purpose:

Beta Alpha Psi recognizes academic excellence and complements members' formaleducation by providing interaction among students, faculty, and professionals, and fosterlifelong growth, service and ethical conduct.

BAP is also a service organization. It serves the students and our community. BAP promulgates high academic standards, high ethical standards, and our responsibility

citizens in the local, regional, national and global community that we live in. To get the full benefit of BAP, you should join 3-4 semesters before graduating.

Good grades very important. Opportunities

Scholarship (Superior Member, last year, Becker, JJW, PwC, etc. all to BAP membersonly.)

Leadership Committees, Directors, Officers (Jen)

Regional and annual meeting attendance application open to all active member

Next Regional Mtg in Cal State LA in February Next Annual Mtg in ________ (In the past, Florida, Hawaii, SF)

At regionals and nationals, you can make presentations. Additiorecognition.

Case Competitions Sam & Diane last year

Regionals presentation

Networking Students person sitting next to you may be your next supervisor or your staff

person. Beta Students are driven, motivated, have high ethical standards, and rea

nice. Bond you build, not just knowing their names.

Resume Building Key to a meaningful BAP membership is being an active member. BAP has a lo

offer. Take advantage of all the great things BAP has to offer. In addition,professional will see BAP on your resume and ask, So what did you do in BAP

Accounting field: technical skills, networking skills, marketing skills and most

importantly people skills. The Auditor - We often measure our success by our progress, the ability and th

opportunity to advance. BAP will help you develop these fundamental skills. Community Service (Sonali)

Hurricane Katrina

Meals on Wheels

NSPCA

Opportunity Village

New Programs/Procedures Updated website (Melinda)

BAP Mentors

Superior Member Scholarship

Eligibility Requirement to Re-Apply

Contact me by e-mail



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Theta Omicron Chapter

Date: Wednesday, October 3rd

Time: 6:00pm 9:00pmLocation: Palms Hotel, Key West Room

The Beta Alpha Psi, Theta Omicron Chapter at the University of Nevada Las Vegas willhost its annual Employers Night recruiting event on Wednesday October 3rd, 2007.

This event is a great opportunity for your firm to get acquainted with the members of

Beta Alpha Psi as well as other UNLV accounting students. This event also allows ourstudents to learn more about your organization.

Our annual Employers Night event has been very successful in the past. Last year,approximately 300 students participated in the event. We are excited to begin thisrecruiting season and look forward to your firms participation at Employers Night.

The registration deadline for this event is Wednesday, September 5th. For moreinformation and to register, please go to:

http://beta.unlv.edu/form_en.html

If you have any questions, comments, or concerns please feel free to contact me [email protected].

We hope to see you there!

Sincerely,

Ryan EnlowPresidentBeta Alpha Psi


Beta Alpha PsiEmployers Night Invitation
http://beta.unlv.edu/form_en.htmlmailto:[email protected]://beta.unlv.edu/form_en.htmlmailto:[email protected]


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On-Campus Events Checklist

Some of the items on checklist may not apply.

_____ Room Reservation ____/____/____Room #: ______

Tech Room: Y or N

_____ Foodwaiver form submitted ____/____/____

Date returned: ____/____/____ (check back in one week)

Approved: Y or N

_____ Food ordered

From: __________________________

Pick-up time: ____________________

Pick up by: ______________________

_____ Drinks bought

By: _____________________________________

Take to room by: __________________________

Ice bought by: _____________________________

_____ Contact the firm and verify details of the event (a couple weeks prior to the event)

_____ Parking permit and map sent to professional ____/____/____

_____ Contact number of attending professional (_____) _____ - __________

_____ Tech equipment reserved ____/____/____

Taken to room by: __________________________

_____ Reminder email sent to all Beta members at least a week in advance

_____ Contact information passed on to responsible officer/director ____/____/_____

_____ Obtain key/have method of unlocking door

_____ Make signs to be posted on door(s)

_____ Tape

_____ Thank you letter sent ____/____/____

By: ______________________



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Office Visit Checklist

Some of the items on checklist may not apply. Time frames are subject to change.

_____ Date Scheduled ____/____/____Contact person: ____________________________

Email: ___________________________________

Phone number: (______) ______ - _____________

Food/Refreshments: Y or N

_____ Updated calendars

_____ Preliminary head count to professional and event verification (1 week prior)

_____ Email to members (1 week prior)

_____ Final head count to professional (2 days prior)



By: ______________________



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Beta Alpha Psi Silent AuctionRoger Phillip CPA Review course


Starting Bid Name

$25


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BETA ALPHA PSIHonorary Organization for Financial Information Students and Professionals

Certificate of Achievement in Recognition of Your OUTSTANDINGService to the Theta Omicron Chapter

As

Professional Activities DirectorPresented to

NAME

_________________ ______________Chapter President Chapter Vice-President

________________________ ________________________

Chapter Reporting Secretary Chapter Treasurer

________________________


Chapter Recording Secretary


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HOW TO PLAY: Like regular BINGO, the goal ofthis game is to get four-

in-a-row (vertically, diagonally, or horizontally). To achieve this goal, youmust go around to the different firms and talk to them: maybe ask aboutinternships or travel (hint hint). Each firm has an assigned question, andif you ask this question (or something similar), they will place a stickeron their logo. When you have BINGO, please write your name on the cardand drop it in the designated fish bowl to win a prize at the end of thebanquet.

We have planned this activity to help our members network and socializewith the professionals, so even if you have BINGO (or are not a fan of thegame), we still encourage you to talk to the professionals from the


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Awards Banquet

Deadline registration date:


_____ Locate & Reserve a VenueContact person: _______________________________

Email: ____________________________________

Phone number: (______) ______ - ___________

_____ Design invitations to professionals and faculty (2 months prior)

Responsible Person(s): _______________________________

_____ Venue contract signed & deposit submitted

Responsible Person(s): ______________________________

_____ Send invitations to professionals and faculty (6 weeks)


_____ Order food (Deadline set by venue)


_____ Follow up with professionals (1 month prior)


____ Graduating Seniors Medallion (3 weeks prior)


_____ Silent Auction materials


_____ Buy prizes & envelopes for scholarships


_____ Create & print certificates

Responsible Person(s): ____________________________________ Banquet program designed


_____ Banquet program submit to Reprographics (1 week prior)


_____ Networking event questions printed & raffle tickets


_____ Reminder emails (1 week prior)


_____ Name badges


_____ Slideshow


Tech equipment reserved by: _______________________________

_____ Seating Arrangements


_____ Thank you letters sent ____/____/____

By: _______________________________



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Dear Professional,

Thank you for attending our Spring Awards Banquet on Friday May 4, 2007. This past semester was a success forBeta Alpha Psi because of your support. We truly value and appreciate the relationship we have with you and lookforward to continuing that relationship into the future.

At our banquet, we hosted a donation drive to the Hokie Spirit Memorial Fund for the Virginia Tech tragedy. Thanto the generosity demonstrated at the banquet, we were able to contribute to the cause. For more information

regarding the fund we are donating to, please visit http://www.vt.edu/tragedy/memorial_fund.php.

We also implemented a new networking game for the first time this semester. It was structured like bingo in whichstudents had to ask you a certain question in order to get a sticker on his/her card to make four in a row. We wouldappreciate any feedback from you on how we can improve this game for next semester.

As one semester ends, we begin to prepare for the next. For Fall 2007 and Spring 2008, Beta Alpha Psi ThetaOmicron will have new officers. Please continue to give your support and guidance to the new officers:

Ryan Enlow PresidentPaul Giordani Vice PresidentAshley McGinn Treasurer

Marc Clayton Reporting SecretaryMaksim (Max)Machkasau Recording Secretary

We can still be reached [email protected], and if there are any changes, we will inform you as soon aspossible.

On behalf of the Beta Alpha Psi Theta Omicron Chapter, we thank you once again for all you have done to helpensure the success of our organization.

Sincerely,

Teresa Yuan, PresidentRyan Enlow, President-Elect

Community Service Checklist

http://www.vt.edu/tragedy/memorial_fund.phpmailto:[email protected]://www.vt.edu/tragedy/memorial_fund.phpmailto:[email protected]


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_____ Date Scheduled ____/____/____Contact person: ______________________________

Email: _____________________________________Phone number: (______) ______ - _______________

Location of event: _____________________________

_____ Updated calendars

_____ Reminder email to members (1 week prior)

_____ Preliminary head count to contact and event verification (1 week prior)

_____ Instructions to members (3-5 days prior)

_____ Dress code/recommended attire

_____ Contact person upon arrival

_____ Where to go upon arrival

_____ Expected duties

_____ Final head count to contact (2 days prior)



By: ______________________



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Want Free Tutoring?

Come to BEH 409!

Members of Beta Alpha Psi want to tutor you in ACC201 and ACC 202.

Come to BEH 409 at the following times for free tutoring:

Fall 2005 Tutoring Schedule

Monday 1:00 pm 3:00 pm

Tuesday 3:00 pm 5:00 pm

Wednesday 2:00 pm 4:00 pmThursday 3:00 pm 5:00 pm

Friday 12:00pm 2:00pm

Questions? Contact the Tutoring Director at [email protected]

mailto:[email protected]:[email protected]


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Monday Tuesday Tuesday Wednesday Wednesday Thursday

Sept 17th Sept 18th Sept 18th Sept 19th Sept 19th Sept 20th

1:00 - 3:00 10:00-12:00 2:30--4:30 10:00-12:00 2:30-4:30 1:00-3:00

1) 1) 1) 1) 1) 1)

2) 2) 2) 2) 2) 2)

3) 3) 3) 3) 3) 3)


Sept 24th Sept 25th Sept 25th Sept 26th Sept 26th Sept 27th

1:00 - 3:00 10:00-12:00 2:30--4:30 10:00-12:00 2:30-4:30 1:00-3:00

1) 1) 1) 1) 1) 1)

2) 2) 2) 2) 2) 2)

3) 3) 3) 3) 3) 3)


Oct 1st Oct 2nd Oct 2nd Oct 3rd Oct 3rd Oct 4th

1:00 - 3:00 10:00-12:00 2:30--4:30 10:00-12:00 2:30-4:30 1:00-3:00

1) 1) 1) 1) 1) 1)

2) 2) 2) 2) 2) 2)

3) 3) 3) 3) 3) 3)


Oct 8th Oct 9th Oct 9th Oct 10th Oct 10th Oct 11th

1:00 - 3:00 10:00-12:00 2:30--4:30 10:00-12:00 2:30-4:30 1:00-3:00

1) 1) 1) 1) 1) 1)

2) 2) 2) 2) 2) 2)

3) 3) 3) 3) 3) 3)



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Dear Beta Alpha Psi Supporter,

Beta Alpha Psi would like to thank you for your continued support of the Beta Alpha Psi,Theta Omicron Chapter at the University of Nevada Las Vegas. Your continued support,dedication, and active participation in our organization allow us to maintain SuperiorChapter status every year.

In order to be recognized as a Superior Chapter of Beta Alpha Psi, a participating chaptermust complete certain requirements. One of those requirements is to attend the yearlyNational Beta Alpha Psi Conference. The conference this year is in Chicago fromAugust 2nd August 4th.

The National Beta Alpha Psi Conference is an event that helps the Beta Alpha Psi, ThetaOmicron Chapter continue to thrive and to produce quality and effective leaders for thefinancial information industry. The conference teaches new officers and directors tobetter understand the traditions and importance of Beta Alpha Psi.

Attending such a conference is a rather large financial burden for an organization of oursize. Beta Alpha Psi is an on-campus, non-profit organization that relies on donationsand outside support from organizations such as yours in order to achieve high levels ofsuccess.

We currently have seven officers and directors registered for the Beta Alpha Psi NationalConference. With airfare, rooms, registration, and other expenses the cost to attend theconference is a substantial portion of our annual revenue.

Any donation that you can send will greatly help the Beta Alpha Psi, Theta OmicronChapter with the cost of the National Conference and will be greatly appreciated. If youhave any questions or concerns, you can contact Beta Alpha Psi either by email([email protected]) or by phone (702-895-3592).

Again, I would like to thank you for your time and your continued support of Beta AlphaPsi, Theta Omicron Chapter at the University of Nevada Las Vegas.

Sincerely,

Ryan Enlow

President, Beta Alpha PsiTheta Omicron ChapterUniversity of Nevada Las [email protected]

BAP Policies & Procedures

Documents

Transcript of BAP Policies & Procedures