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csulbbap.org /csulbbapas @csulb_bap Beta Alpha Psi

CSULB

Activity Packet
Spring 2019

Presented by
CSULB
BAP&AS
 Welcome
to our
members
of Beta Alpha
Psi &
Accounting
Society

Congratulations on taking the first step to a successful career in

accounting! Since 1972, Beta Alpha Psi & Accounting Society has
provided accounting majors at California State University, Long
Beach an environment for growth and development.
We are honored by the trust, confidence, and support you have given us as we lead
Beta Alpha Psi & Accounting Society this semester. We are here to guide you with
your future endeavors in this organization, and we will do whatever we can to help
you have a successful semester. Our goal this semester is to promote and maintain
professionalism, integrity, and collaboration. We know that with these three core
values, we will have another successful semester.
As a member, you will be provided with many opportunities to enhance your
networking, teamwork, and interpersonal skills, which are what all employers look
for in a recruit. With the help of our committees, we have worked hard to prepare a
semester full of events for your benefit and enjoyment. We believe participation in
these events will help transform our members from students into marketable
professionals who are ready to face the tough business world.
We, the officers, welcome you to a wonderful Spring 2019 semester here at CSULB.
We hope that the skills you develop by actively participating in our events will serve
as a strong foundation for your success in the professional world. We wish you the
best of luck this recruiting season!

PAGE 02 // TO OUR MEMBERS

 Welcome to our sponsors and speakers
of Beta Alpha Psi & Accounting Society
We would like to express our sincere appreciation to the following sponsors and
speakers for their time, support, advice, encouragement, and donations. These
investments are invaluable to the success of our organization. We look forward to
working with them this semester. We would also like to give a special thanks to the
alumni and faculty of CSULB who continue to support our organization each
semester.

AICPA Long Beach City Hall

ABSOC Long Beach Police Department

AppleOne Long Beach Memorial Hospital

Associated Students, Inc. (ASI) Moss Adams

BAP&AS Alumni Murphy, Murphy & Murphy

BCWS Northrop Grumman

Becker CPA Review Northwestern Mutual

CalCPA Onisko & Scholz

CBIZ PDM

CSULB Accounting Department RKE

Deloitte Roger CPA Review

EY SingerLewak

Farmers & Merchants Bank Whittaker & Company CPAs

Franchise Tax Board Wiley CPA

HCVT Windes

Kling & Pathak WNDE

KPMG

KSJG

If you are interested in sponsoring Beta Alpha Psi & Accounting Society, please
contact Virgilio Manalo, Director of Correspondence, at csulb.bap.doc@gmail.com.

PAGE 03 // TO OUR SPONSORS & SPEAKERS

 Introducing
the Spring 2019 Activity Packet
Mission 05
Activity Packet Membership Information 06
Spring 2019
Beta Alpha Psi:
Prepared for: Candidate Requirements 07
Our sponsors,
speakers, faculty, Returning Member Requirements 08
alumni, and Accounting Society Gold Membership 09
members
Events & Activities 10
Meet the Firms 11
Welcome to Spring Awards & Initiations Banquet 12
2019! We are very BAP&AS Resources 13
pleased to present
Sponsors:
you our Activity
Packet that outlines Apple One 14
our activities for the Becker CPA Review 15
semester. For any
HCVT 16
questions, please do
not hesitate to KPMG 17
contact us. Moss Adams 18
Novogradac 19
CSULB BAP&AS Windes 20

Address Calendars:
ABSOC Office CBA-241 January 21
1250 N. Bellflower Blvd.
February 22
Long Beach, CA 90840
March 24
Online
April 25
csulbbap.org
May 26
Email
csulb.bap@gmail.com Committee Chairs 27
Spring 2019 Officer Board 29

PAGE 04 // TABLE OF CONTENTS

 Our
Mission: Building
the Bridge to
Success

“Unity among our members, with principles of scholarship,

integrity, and sociability, is the foundation of this international
honors organization.

We, the members of Beta Alpha Psi & Accounting Society, in our
mission to be responsive to the needs of a dynamic accounting
profession, shall encourage and foster the ideals of professional
excellence in the field of Accountancy, Finance, and Information
Systems.

We shall promote the highest ethical standards; encourage

membership interaction between the business community,
alumni, instructors, and fellow students; instill a sense of social
and public responsibility; facilitate opportunities for
self-development and leadership; and continue governing
ourselves as an international honors organization in
preparation for our chosen profession.”

PAGE 05 // MISSION
 BAP&AS
Membership Information
Beta Alpha Psi & Accounting Society work together for the benefit of the
students. All events are open to both clubs. Accounting Society is
classified as an on-campus club, while Beta Alpha Psi is an international
honors organization.

Accounting Society (AS)

Accounting Society is open to all students - even
non-accounting majors! AS members have no
requirements to fulfill during the semester.
AS is a great way to get started if you are unsure about pledging,
or would just like to learn more about the accounting profession.
While Beta Alpha Psi and Accounting Society are separate by
title, the two operate as one organization.
Cost: $70 per semester

Beta Alpha Psi (BAP)

Beta Alpha Psi is an internationally recognized honors
organization for accounting students. Membership in BAP
requires the completion of the pledging process. Once
admitted, BAP members are required to maintain a level of
participation.
BAP is a highly recognized organization among employers, often
giving preferential status over non-members. All students are
encouraged to pledge and become members.
Cost: $70 returning // $140 candidate per semester

PAGE 06 // MEMBERSHIP INFORMATION

 Beta Alpha Psi
Candidate Requirements
To become a Beta Alpha Psi candidate, a new PLEDGE
member must meet the following requirements: CANDIDATE
REQUIREMENTS
❖ Declared Accountancy, Finance, or Information
Systems as your concentration
The Chi Candidate Class
❖ Completed at least one upper division ACCT, will be required to
FIN, or IS course beyond the business core perform to the highest of
Beta Alpha Psi
standards. By doing so, a
❖ Attained at least a 3.0 GPA in upper level courses
candidate will learn the
in ACCT, FIN, or IS integrity, collaboration,
and professionalism that
❖ Attained a cumulative 3.0 GPA or a cumulative are characteristics of a
3.25 GPA for the most recent 30 semester units productive member.

In addition, a candidate must also complete the following list of events:

Requirement Breakdown Events # hours

Speaking Engagements (Bi-weekly Meetings) 16

Firm Tours (3 minimum) 8

Professional Activities Panel 2

Meet the Firms and Initiation & Awards Banquet 6

Total Required Professional Hours 32

Community Service 9
Community Service Activities
Total Required Community Service Hours 9

Big Buddy / Little Buddy 3

Social and Other Activities Alumni Event (minimum 2 events) 6

Total Required Social and Other Activities Hours 9

Total Required Hours 50

PAGE 07 // BETA ALPHA PSI: CANDIDATE REQUIREMENTS

 Beta Alpha Psi
Returning Member Requirements
Returning Beta Alpha Psi members must meet RETURNING
the following requirements: MEMBER
REQUIREMENTS
❖ Declared Accountancy, Finance, or Information
Systems as your concentration
Returning Beta Alpha Psi
❖ Completed at least one upper division ACCT, members are required to
FIN, or IS course beyond the business core maintain a minimum of
33 hours per semester.
The hours have been
❖ Attained at least a 3.0 GPA in upper level courses
allocated into 15
in ACCT, FIN, or IS Professional hours,
9 Community Service,
❖ Attained a cumulative 3.0 GPA or a cumulative and 9 Social and
3.25 GPA for the most recent 30 semester units Other Activities.

The following worksheet has been prepared to help our Beta Alpha Psi members plan
and track their participation in the organization. In order to meet our chapter’s goals, it is
critical that we have the full cooperation of our experienced members.

Requirement Breakdown Events # hours

Firm Tours / Speaking Engagements 9
Professional Activities Meet the Firms and Initiation & Awards Banquet 6

Total Required Professional Hours 15

Community Service (varies) 9

Community Service Activities
Total Required Community Service Hours 9

Meet & Greet, Big Buddy Little Buddy, or Candidate Fundraiser 3

Social and Other Activities Alumni Event (2 events) 6

Total Required Social and Other Activities Hours 9

Total Required Hours 33

PAGE 08 // BETA ALPHA PSI: RETURNING MEMBER REQUIREMENTS

 Accounting Society
Gold Membership Requirements

Every semester, there are individuals GOLD

who are very active as Accounting MEMBERSHIP
Society members. REQUIREMENTS

We want to recognize and reward the individuals

who dedicate a considerable amount of time and Gold members are
effort to the organization. required to achieve a
minimum of 33 hours
We would also like to use this program to during the semester. The
encourage member participation. Those that hours have been
successfully fulfill the requirements for the allocated into 15
semester will be recognized at our Awards and Professional, 9
Initiation Banquet, which will be held this semester Community Service,
on May 2. and 9 Social and
Other Activities.

Gold membership is earned by meeting the following hours:

Requirement Breakdown Events # hours

Firm Tours / Speaking Engagements (3 min.) 9

Professional Activities Meet the Firms and Initiation & Awards Banquet 6

Total Required Professional Hours 15

Community Service (varies) 9

Community Service Activities
Total Required Community Service Hours 9

Meet & Greet, Big Buddy Little Buddy, or Candidate Fundraiser 3

Social and Other Activities Alumni Event (2 events) 6

Total Required Social and Other Activities Hours 9

Total Required Hours 33

PAGE 09 // ACCOUNTING SOCIETY GOLD MEMBERSHIP

 BAP&AS
Events and Activities
As a member of our organization, you have the opportunity to participate
in many events not found in other organizations. With strong leadership
and high member participation, we are able to design events that address
the important skills needed by our profession.

Speaking Engagements Professional

As our most frequent event, speaking engagements allow professionals
from firms and other organizations to present about a professional skill.
Speaking engagements are also a great way to learn about each firm and
the people who work there. Our meetings are held on Mondays and
Wednesdays from 5 pm to 6 pm in PH1 223, unless otherwise stated.

Firm Tours Firm Tours

Firm tours provide the opportunity to experience a company’s culture
first-hand. You and approximately twenty other students will interact
with professionals from the firm you tour. This allows you to get an idea
of what it is like to work at that firm, and potentially meet future
colleagues.

Community Service Community Service

BAP&AS has the potential to create change in our community. Some of
our past community service involved the LA Food Bank, OC Zootacular,
KPMG Literacy Day and the Moss Adams M.A.T.C.H. Donate Life 5K. This
semester, we are continuing to look into how our organization can
create an impact on those in need within the Long Beach community.

Social Events Social Events

One of the best parts of BAP&AS is meeting other students through our
social events. Some of these events include the Meet & Greet and Big
Buddy Little Buddy, as well as social events that are organized by the
pledge class each semester. You never know, you may meet a life-long
friend!

PAGE 10 // EVENTS AND ACTIVITIES

 Event:
Meet the
Firms

Meet the Firms (MTF) is the biggest event that we host. This
formal reception enables students to meet, socialize, and
network with firms, members, and other accounting
professionals who represent numerous industries and
government agencies.
We invite many organizations to MTF to provide you with a broad spectrum of
opportunities. The majority of the attending organizations are public accounting
firms. This group consists of local, regional, national, and Big 4 firms.
The officers assemble a resume book containing all of the resumes of members
who will attend the event. The resume book is then given to the attending
organizations prior to MTF, which means you do not need to bring a resume.
The event lasts for about three hours, which gives you plenty of time to speak
with representatives of the organizations in which you are interested.
We also host Mock MTF so that you may have the opportunity to practice your
networking skills prior to the actual event. Here you will learn all about
professional accounting attire, email etiquette, asking the right questions, and so
much more that will help prepare you.

PAGE 11 // MEET THE FIRMS

 Event:
Awards &
Initiation
Banquet

The Awards & Initiation Banquet is the second largest

professional event that our organization hosts each semester.
It is a formal, professional dinner that provides you the
opportunity to further network with professionals.
This event is held at the end of every semester to recognize those students being
initiated into the income officer board and those who have completed their
requirements to become a member of Beta Alpha Psi or have earned the
Accounting Society Gold Member Status.
During the ceremonies, we give out awards and scholarships to those students
who have demonstrated, academically or through their participation, leadership
and outstanding contribution.
Awards given to exemplary members:

❖ Accounting Society Gold Member Status

❖ Most Outstanding New AS Member
❖ Most Outstanding Returning AS Member
❖ Most Outstanding BAP Candidate
❖ Most Outstanding BAP Member

PAGE 12 // AWARDS AND INITIATION BANQUET

 BAP&AS
Resources
Beta Alpha Psi & Accounting Society is one of the most involved
student-run organizations on campus. Since our organization is focused
on the overall success of our members, we have developed four main
resources to assist you:

Professional Development
The Professional Development Committee assists members with
resumes, cover letters, follow-up emails, and mock interviews.
Additionally, they facilitate study sessions designed to help members
keep their grades up, seek help with any class they may find difficult,
and offer another way for BAP&AS members to connect with each other.

Resume Development
Every semester before Meet the Firms, the Resume Committee matches
each member with a seasoned member to provide constructive
feedback on your resume. Seasoned members know what makes a good
resume, and they can help make your resume stand-out from the rest.
Membership will give you access to this free service.

Mock Interviews
Mock interviews are an invaluable opportunity for you to practice and
improve your interviewing techniques. A seasoned member will
interview you and ask questions that you can expect to find in a typical
accounting interview.

Alumni Mentorship
The best part of BAP&AS is connecting with members who have
graduated and are working on their careers. Our alumni are a great way
for you to network and build relationships that can last into your own
career. Networking with alumni is one of the smartest ways you can
improve your chances of being hired by your desired firm.

PAGE 13 // RESOURCES
 22 Tue FIRST DAY

30 Wed INTRO MEETING

30 Wed MEET & GREET

PAGE 21 // CALENDARS: January

January
 04 Mon BAP&AS
MEMBERS
ORIENTATION

06 Wed ALUMNI PANEL

07 Thu CANDIDATE
CLASS MEETING

10 Sun BIG BUDDY

LITTLE BUDDY

11 Mon ONISKO & SCHOLZ

SPEAKING
ENGAGEMENT

12 Tue RESUME
WORKSHOP

13 Wed DELOITTE
SPEAKING
ENGAGEMENT

18 Mon KPMG SPEAKING

ENGAGEMENT

20 Wed HCVT SPEAKING

ENGAGEMENT

PAGE 22 // CALENDARS: February Part 1

21 Thu SINGERLEWAK
FIRM TOUR

February Part 1
 22 Fri COVER LETTER
WORKSHOP

25 Mon MOSS ADAMS

SPEAKING
ENGAGEMENT

26 Tue HCVT FIRM TOUR

27 Wed ROBERT HALF

SPEAKING
ENGAGEMENT

PAGE 23 // CALENDARS: February Part 2

February Part 2
 02 Sat MOCK MEET THE
FIRMS

05 Mon CBIZ SPEAKING

ENGAGEMENT

07 Wed PDM SPEAKING

ENGAGEMENT

07 Thu MEET THE FIRMS

09 Sat INTERVIEW DAY

11 Mon WNDE SPEAKING

ENGAGEMENT

13 Wed BDO/IIA
SPEAKING
ENGAGEMENT

18 Mon ENTERPRISE
HOLDING
SPEAKING
ENGAGEMENT

20 Wed NORTHROP
GRUMMAN
SPEAKING
ENGAGEMENT

25 Mon SINGERLEWAK
SPEAKING
ENGAGEMENT PAGE 24 // CALENDARS: March

27 Wed SCPD ALUMNI

PANEL

28 Thu WHITTAKER & CO.

FIRM TOUR

March
 08 Mon EY
SPEAKING
ENGAGEMENT

09 Tue NOVOGRADAC
FIRM TOUR

10 Wed NOMINATIONS &

OFFICER PANEL

12 Fri KPMG LITERACY

DAY

17 Wed RKE SPEAKING

ENGAGEMENT

17 Wed WHITTAKER & CO.

EXCEL WORKSHOP

20 Sat MENTORSHIP
SOCIAL

22 Mon SONY PICTURES

SPEAKING
ENGAGEMENT

24 Wed ELECTIONS

PAGE 25 // CALENDARS: April

April
 02 Thu AWARDS AND
INITIATION
BANQUET

PAGE 26 // CALENDARS: May

May
 BAP&AS
Committee Chairs
Committees are the backbone of our organization. They allow us to bring our events to
fruition and improve the professional development of our members, and are
effectively an extension of our officer board. We can't do all the things we do without
the help of all our committee members and chairs. This semester, our 11 committees
work together to help run the organization. Our esteemed chairs for Spring 2019 are:

ABSOC
Carlos Rojas, Chair

Professional Development
William Murray, Co-Chair
Tony Nguyen, Co-Chair

Data
Daniel Ly, Co-Chair
Brian Pena, Co-Chair

Public Relations
Joshua Butron, Co-Chair
Isabel Calderon, Co-Chair

Marketing
Carolina Estrada, Co-Chair
Alexandria Gonzalez, Co-Chair

Recruiting
Robert Carbajal, Co-Chair
Michael Rindfleisch, Co-Chair

Résumé
Pau Khai, Co-Chair
Olivia Seritella, Co-Chair

PAGE 27 // COMMITTEE CHAIRS

 BAP&AS
Committee Chairs, con’t
Committees are the backbone of our organization. They allow us to bring our events to
fruition and improve the professional development of our members, and are
effectively an extension of our officer board. We can't do all the things we do without
the help of all our committee members and chairs. This semester, our 11 committees
work together to help run the organization. Our esteemed chairs for Spring 2019 are:

Mentor Program
Sam Kang, Co-Chair
Chris Perez, Co-Chair

Mock Interview Program

Mike Saldivar, Co-Chair
Myles Williams, Co-Chair

Special Events
Jason Plourde, Co-Chair
Mohamed Takwa, Co-Chair
Colleen Yu, Co-Chair
Community Service
Edgar Avilez-Lara, Co-Chair
Luna Sakane, Co-Chair

PAGE 28 // COMMITTEE CHAIRS

SooJin Kim Diana Hoang
President Director of Accounting Society
Graduating Dec. 2019 Graduating Dec. 2019

Andrew Villanueva Virgilio Manalo

Director of Records Director of Correspondence
Graduating Dec. 2019 Graduating Dec. 2020

PAGE 29 // Spring 2019 OFFICER BOARD

Gabriel Limon Adrian Torres
Director of Professional Treasurer, Graduating May 2019
Development, Graduating Dec. 2020

Christian Berge
Associate Treasurer
Graduating Dec. 2019