bap policies & procedures
Post on 09-Apr-2018
230 Views
Preview:
TRANSCRIPT
-
8/8/2019 BAP Policies & Procedures
1/55
Policies and Procedures
Theta Omicron Chapter
Beta Alpha Psi
Revised September 1, 2010
-
8/8/2019 BAP Policies & Procedures
2/55
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
-
8/8/2019 BAP Policies & Procedures
3/55
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
Revised August 31, 2010 Page 3
-
8/8/2019 BAP Policies & Procedures
4/55
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.
Revised August 31, 2010 Page 4
-
8/8/2019 BAP Policies & Procedures
5/55
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
1. A minimum of 3 hours must be reported
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
Revised August 31, 2010 Page 5
-
8/8/2019 BAP Policies & Procedures
6/55
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)
2. A minimum of 10 hours must be reported
Tutoring hours
1. A minimum of 3 hours must be reported
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 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
Revised August 31, 2010 Page 6
-
8/8/2019 BAP Policies & Procedures
7/55
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
Social activity 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
Revised August 31, 2010 Page 7
-
8/8/2019 BAP Policies & Procedures
8/55
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
Revised August 31, 2010 Page 8
-
8/8/2019 BAP Policies & Procedures
9/55
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
Revised August 31, 2010 Page 9
-
8/8/2019 BAP Policies & Procedures
10/55
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).
Revised August 31, 2010 Page 10
-
8/8/2019 BAP Policies & Procedures
11/55
than the Treasurer) should collect the payment and ensure that the payment is turned over to the VicePresident at the earliest convenience
Revised August 31, 2010 Page 11
-
8/8/2019 BAP Policies & Procedures
12/55
Revised August 31, 2010 Page 12
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
-
8/8/2019 BAP Policies & Procedures
13/55
-
8/8/2019 BAP Policies & Procedures
14/55
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
Revised August 31, 2010 Page 14
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
-
8/8/2019 BAP Policies & Procedures
15/55
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
Revised August 31, 2010 Page 15
-
8/8/2019 BAP Policies & Procedures
16/55
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
Revised August 31, 2010 Page 16
-
8/8/2019 BAP Policies & Procedures
17/55
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
Revised August 31, 2010 Page 17
-
8/8/2019 BAP Policies & Procedures
18/55
-
8/8/2019 BAP Policies & Procedures
19/55
-
8/8/2019 BAP Policies & Procedures
20/55
Revised August 31, 2010 Page 20
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
-
8/8/2019 BAP Policies & Procedures
21/55
* 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
Revised August 31, 2010 Page 21
$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)
-
8/8/2019 BAP Policies & Procedures
22/55
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
Revised August 31, 2010 Page 22
-
8/8/2019 BAP Policies & Procedures
23/55
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
Revised August 31, 2010 Page 23
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
-
8/8/2019 BAP Policies & Procedures
24/55
-
8/8/2019 BAP Policies & Procedures
25/55
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
Revised August 31, 2010 Page 25
-
8/8/2019 BAP Policies & Procedures
26/55
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
Revised August 31, 2010 Page 26
-
8/8/2019 BAP Policies & Procedures
27/55
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
Revised August 31, 2010 Page 27
-
8/8/2019 BAP Policies & Procedures
28/55
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
Revised August 31, 2010 Page 28
-
8/8/2019 BAP Policies & Procedures
29/55
-
8/8/2019 BAP Policies & Procedures
30/55
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.
Revised August 31, 2010 Page 30
-
8/8/2019 BAP Policies & Procedures
31/55
Revised August 31, 2010 Page 31
-
8/8/2019 BAP Policies & Procedures
32/55
Revised August 31, 2010 Page 32
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 js@xxx.com X $35
2 Jones Jessica L5678 Grad Candidate jj@xxx.com X $90
3 Abernathy Michael L2468 Undergrad Initiate ma@xxx.com X $35
4 Collins Joan L1357 Grad Candidate JC@xxx.com X
5 Hauser Stephen L0864 Undergrad Initiate SH@xxx.com No $35
6 Boy Tommy L9830 Undergrad Candidate TB@xxx.com No $90
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
M
A
D
mailto:js@xxx.commailto:jj@xxx.commailto:ma@xxx.commailto:JC@xxx.commailto:SH@xxx.commailto:TB@xxx.commailto:jj@xxx.commailto:ma@xxx.commailto:JC@xxx.commailto:SH@xxx.commailto:TB@xxx.commailto:js@xxx.com -
8/8/2019 BAP Policies & Procedures
33/55
-
8/8/2019 BAP Policies & Procedures
34/55
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.
Revised August 31, 2010 Page 34
-
8/8/2019 BAP Policies & Procedures
35/55
Revised August 31, 2010 Page 35
-
8/8/2019 BAP Policies & Procedures
36/55
Revised August 31, 2010 Page 36
ENRVEmployers' Night Revenue
VerificationEmployers' Night Fall 2007
Palms Hotel
Amount
Firm Name Table Size Owed Paid
Date
Paid Check #123456789
10
1112131415161718192021
222324252627282930
-
8/8/2019 BAP Policies & Procedures
37/55
Beta Alpha Psi
Sign-In SheetPricewaterhouseCoopers Office Visit
September 17th, 2007
Name Time In Time Out Signature
123456
78910111
213141516171819
Revised August 31, 2010 Page 37
-
8/8/2019 BAP Policies & Procedures
38/55
-
8/8/2019 BAP Policies & Procedures
39/55
Revised August 31, 2010 Page 39
-
8/8/2019 BAP Policies & Procedures
40/55
-
8/8/2019 BAP Policies & Procedures
41/55
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
-
8/8/2019 BAP Policies & Procedures
42/55
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
Revised August 31, 2010 Pa
-
8/8/2019 BAP Policies & Procedures
43/55
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 atsample@msn.com.
We hope to see you there!
Sincerely,
Ryan EnlowPresidentBeta Alpha Psi
Revised August 31, 2010 Pa
Beta Alpha PsiEmployers Night Invitation
http://beta.unlv.edu/form_en.htmlmailto:sample@msn.comhttp://beta.unlv.edu/form_en.htmlmailto:sample@msn.com -
8/8/2019 BAP Policies & Procedures
44/55
-
8/8/2019 BAP Policies & Procedures
45/55
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: ______________________
Revised August 31, 2010 Pa
-
8/8/2019 BAP Policies & Procedures
46/55
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)
_____ Contact information passed on to responsible officer/director ____/____/_____
_____ Thank you letter sent ____/____/____
By: ______________________
Revised August 31, 2010 Pa
-
8/8/2019 BAP Policies & Procedures
47/55
Beta Alpha Psi Silent AuctionRoger Phillip CPA Review course
Revised August 31, 2010 Pa
Starting Bid Name
$25
-
8/8/2019 BAP Policies & Procedures
48/55
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
________________________
Revised August 31, 2010 Pa
Chapter Recording Secretary
-
8/8/2019 BAP Policies & Procedures
49/55
Revised August 31, 2010 Pa
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
-
8/8/2019 BAP Policies & Procedures
50/55
Awards Banquet
Deadline registration date:
Some of the items on checklist may not apply. Time frames are subject to change.
_____ 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)
Responsible Person(s): _______________________________
_____ Order food (Deadline set by venue)
Responsible Person(s): _______________________________
_____ Follow up with professionals (1 month prior)
Responsible Person(s): _______________________________
____ Graduating Seniors Medallion (3 weeks prior)
Responsible Person(s): _______________________________
_____ Silent Auction materials
Responsible Person(s): _______________________________
_____ Buy prizes & envelopes for scholarships
Responsible Person(s): _______________________________
_____ Create & print certificates
Responsible Person(s): ____________________________________ Banquet program designed
Responsible Person(s): _______________________________
_____ Banquet program submit to Reprographics (1 week prior)
Responsible Person(s): _______________________________
_____ Networking event questions printed & raffle tickets
Responsible Person(s): _______________________________
_____ Reminder emails (1 week prior)
Responsible Person(s): _______________________________
_____ Name badges
Responsible Person(s): _______________________________
_____ Slideshow
Responsible Person(s): _______________________________
Tech equipment reserved by: _______________________________
_____ Seating Arrangements
Responsible Person(s): _______________________________
_____ Thank you letters sent ____/____/____
By: _______________________________
Revised August 31, 2010 Pa
-
8/8/2019 BAP Policies & Procedures
51/55
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 atbetaalphapsi@unlv.edu, 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
Revised August 31, 2010 Pa
http://www.vt.edu/tragedy/memorial_fund.phpmailto:betaalphapsi@unlv.eduhttp://www.vt.edu/tragedy/memorial_fund.phpmailto:betaalphapsi@unlv.edu -
8/8/2019 BAP Policies & Procedures
52/55
Some of the items on checklist may not apply. Time frames are subject to change.
_____ 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)
_____ Contact information passed on to responsible officer/director ____/____/_____
_____ Thank you letter sent ____/____/____
By: ______________________
Revised August 31, 2010 Pa
-
8/8/2019 BAP Policies & Procedures
53/55
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 sample@unlv.nevada.edu
Revised August 31, 2010 Pa
mailto:francke@unlv.nevada.edumailto:francke@unlv.nevada.edu -
8/8/2019 BAP Policies & Procedures
54/55
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)
Monday Tuesday Tuesday Wednesday Wednesday Thursday
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)
Monday Tuesday Tuesday Wednesday Wednesday Thursday
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)
Monday Tuesday Tuesday Wednesday Wednesday Thursday
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)
Revised August 31, 2010 Pa
-
8/8/2019 BAP Policies & Procedures
55/55
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(BetaAlphaPsi@unlv.edu) 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 VegasSample@msn.com
top related