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Meeting gathering starts at 5:30 PM: Meeting Sign up
Spring 2019 Meetings & Events
The meetings start with a "meet and greet" which sometimes includes food and beverages (please sign up)
NOTE: We are no longer accepting Beta Alpha Psi (BAP) applications for the spring 2019 semester.
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Access application for BAP
Other Important Dates:
Spring 2019 Beta Alpha Psi Mandatory Meeting
was on Friday, February 15, 2019 (in LH-2201 at 6:30 PM, after the Accounting Society meeting)
All Candidates, Inductees and Members were required to attend.
Service Events
Tutoring ACG-2021 and ACG-2071 is our chapter's ongoing Service Event, contact Prof Conrecode to tutor.
Spring 2019 our chapter will participate in the Volunteer Income Tax Assistance (VITA) program through the United Way of Lee County.
Upcoming Events
2018 - 2019
March 5, 2019, IIA monthly meeting, TOPIC: "Sucsession Planning" 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
March 15, 2019, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: A Profession in Private Accounting
March 29, 2019, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: A Career in Accounting--Tips to Internships
April 2, 2019, IIA LUNCH meeting (bring your own lunch), TOPIC: The Art of Building Trust, NOON at Lee County Clerk of Courts, Register w/Prof C
April 12, 2019, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: CPA exam (Free 4-Part Review Course will be raffled at the meeting)
April 26, 2019 5:30 - 7:00 PM, Accounting Scholars Event
Saturday, Summer 2019 10th Annual GOLF TOURNAMENT at Vasari Country Club, Bonita Springs
August 7 - 10, 2019 Beta Alpha Psi Annual Meeting Chicago, IL
2019 Past Events:
January 8, 2019, IIA monthly meeting, TOPIC:Government Finance Issues (Ethics) 5:30 - 7:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
January 25, 2019, IMA-Student Chapter meeting (AS/BAP welcome to attend) LH-2201, 5:30 - 7:15 PM, TOPIC: IMA and the CMA certification.
February 1, 2019, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: Internal Audit
February 5, 2019, IIA all day Seminar on "FRAUD Issues"at Holiday Inn (Alico/I-75) Half day sessions available, Register w/Prof C
February 15, 2019, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic:
Beta Alpha Psi mandatory meeting, February 15th after the Accounting Society meeting.
Reaching Out Activity--February 16, 2019, Eagle Expo from 8:30 AM - 1:00 PM
Reaching Out Activity--February 21 & 22, 2019 Working with under-represented minority high school students to prepare them for college.
February 22, 2019, Joint meeting IMA-SC/Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: Hospitality Financial and Technology Professionals (HFTP) Panel Discussion
February 22-23, 2019, BETA ALPHA PSI REGIONAL MEETING, Jacksonville, FL
2018 Past Events:
January 9, 2018, IIA monthly meeting, TOPIC: Ethics, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
January 17, 2018 FICPA monthly meeting, TOPIC, 2018 TAX Update, 3:30 - 6:00 PM at Edison Restaurant, Ft. Myers. Register through FICPA email notice (student members)
January 26, 2018, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: The CPA Profession by Brett Nesbit, CPA from the Rehmann CPA firm.
February 6, 2018, IIA FRAUD SEMINAR, half day sessions (Morning: 8AM - Noon; Afternoon: 1PM - 5PM) at Holiday Inn (Alico/I-75) Register w/Prof C
February 9, 2018, Accounting Society/BAP meeting joint meeting with IMA student chapter, LH-2201, 5:30 - 7:15PM Topic: Interviewing with Michael Kosinski from CLA.
Feb 9 - 10, 2018, Beta Alpha Psi SE Regional Meeting in Birmingham, AL (3 students attended)
February 16, 2018, Accounting Soicety/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: The value of the FICPA Student Membership
March 6, 2018, IIA monthly meeting, TOPIC: “Negotiating Conflicts the Win-Win Way.” TIME: 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
March 16, 2018, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: The CPA Exam (presented by Surgent CPA)
April 3, 2018, IIA monthly meeting, TOPIC: TBA, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
April 6, 2018, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: “Financial Expert’s Role in Litigation Support” by Gladys Riccobono, CPA, CVA, MAFF, CFE
April 20, 2018, End of year Accounting Awards and Beta Alpha Psi Ceremony
April 21, 2018, Beta Alpha Psi Alumni Event at Alico Family Golf
Saturday, June 30, 2018 9th Annual GOLF TOURNAMENT at Vasari Country Club, Bonita Springs
August 8 - 11, 2018 Beta Alpha Psi Annual Meeting Washington, DC
August 27, 2018, Tutoring for ACG-2021 and ACG-2071 starts
September 4, 2018, IIA monthly meeting, TOPIC: Preparing a Risk Analysis, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
September 7, 2018, Accounting Society/BAP meeting, LH-2202, 5:30 - 7:15PM Topic: "Resume Workshop" Professionals from the IMA
September 14, 2018, Accounting Society/BAP meeting, LH-2202, 5:30 - 7:15PM Topic: "Essential Skill (ES)-Networking and Working a room" by Bob Whitehead
September 19, 2018, FICPA monthly meeting, TOPIC: "Client Services: Medicare Open Enrollment," Speaker Rajvi Puri, CPA. Register through FICPA email notice (student members)
September 21, 2018, Accounting Society/BAP meeting, LH-2202, 5:30 - 7:15PM Topic: "ES-Adapting to change" presented by HBK
September 24, 2018, MEET THE FIRMS EVENT by invitation (Dr. Burgess)
October 2, 2018, IIA all day Seminar on "Public Records, etc"at Holiday Inn (Alico/I-75) Half day sessions available, Register w/Prof C
October 5, 2018, Accounting Society/BAP meeting, LH-2202, 5:30 - 7:15PM Topic: "A career in Public Accounting" presented by CLA
October 17, 2018, FICPA monthly meeting, TOPIC: "Engagement Letters & Special Issues that confront CPAs", Register through FICPA email notice (student members)
October 19, 2018, Accounting Society/BAP meeting, LH-2202, 5:30 - 7:15PM Topic: "The new accountant" presented by Stroemer & Co.
October 20, 2018, Eagle Expo from 8:30 AM - 1:00 PM
October 25 & 26, 2018, FGCU FICPA Accounting Conference at Embassy Suites (8AM - 5PM)
November 2, 2018, Accounting Society/BAP meeting, LH-2202, 5:30 - 7:15PM Topic: Alumni Panel
November 13, 2018, IIA monthly meeting, TOPIC: Accelerator Audit, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
November 16, 2018, Accounting Society/BAP meeting, LH-2202, 5:30 - 7:15PM Topic: Filling the void--be the CPA clients want
November 30, 2018, End of Semester Ceremony
December 4, 2018, IIA LUNCH meeting (bring your own lunch), TOPIC: A Lesson in Civility During Uncivil Times, NOON at Lee County Clerk of Courts, Register w/Prof C
2017 Past Events:
January 18, 2017, FICPA monthly meeting, TOPIC: Post Election Tax Update, 3:30 - 6:00 PM at LEGENDS Country Club (off Daniels Parkway)
January 27, 2017, Accounting Society/IMA-SC joint meeting, LH-2201, 5:30 - 7:15PM Topic: Governmental Accounting
February 7, 2017 IIA Government and FRAUD seminar, choice of morning or afternoon session, 8AM - noon; 1PM - 5PM, at Holiday Inn (Alico/I-75) Register w/Prof C
February 10, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Hill Barth & King (HBK) Topic: Entrepreneur: The New Era of Accounting
February 17, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Markham, Norton, Mosteller, Wright (MNMW) Topic: Starting a CPA Firm and Forensic Accounting
February 24-25, 2017, BAP SE Regional Meeting in Raleigh, NC
March 7, 2017, IIA monthly meeting, Beth Dippolito, E&Y, TOPIC: "Accounting and Auditing update", 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
March 17, 2017, IMA-SC Meeting in LH-2208, 4:00 - 6:00 PM TOPIC: "The CMA Exam, IMA Honor Society & The Global IMA." Speaker: Global IMA Board Chair Marc Palker
March 24, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: The CPA Exam (Becker CPA Exam Review)
April 4, 2017, IIA monthly meeting, Speaker: Andrew Simpson, CaseWare TOPIC: "Continuous Monitoring--Moving to Insight Driven Actions", 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
April 7, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Speaker: Camille Norman from Kerkering Barbario CPA Topic: "The Road to Getting your Perfect Career"
April 19, 2017, FICPA monthly meeting, TOPIC: TBA, 3:30 - 6:00 PM at LEGENDS Country Club (off Daniels Parkway)
April 21, 2017, BETA ALPHA PSI membership ceremony and officer installation,
Saturday, July 29, 2017 8th Annual GOLF TOURNAMENT at Vasari Country Club, Bonita Springs
August 2-5, 2017 Beta Alpha Psi Annual Meeting Anaheim, CA
August 16, 2017, FICPA monthly meeting, TOPIC: "Estate Planning--Real Estate Protections", speaker Valerie Downing, Esq., 3:30 - 6:00 PM at Legends Golf and CC, Ft. Myers. Register through FICPA email notice (student members)
August 28, 2017, Tutoring for ACG-2021 and ACG-2071 starts
September 5, 2017, IIA monthly meeting, TOPIC: TBA, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
September 22, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: Anticipating Your Future, insights into a changing industry. Speakers Benjamin Buemi and Michael DeLuca from HBK.
September 29, 2017, Accounting Society/BAP/IMA-SC joint meeting, LH-2201, 5:30 - 7:15PM Topic: Resume Workshop (getting ready for Meet the Firms event), speakers from IMA
October 3, 2017, IIA October SEMINAR, half day sessions (Morning: 8AM - Noon; Afternoon: 1PM - 5PM) at Holiday Inn (Alico/I-75) Register w/Prof C
October 6, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: "How to Succeed in Public Accounting" by Novogradac & Company
October 18, 2017, FICPA monthly meeting, TOPIC, Senior Housing Trends, 3:30 - 6:00 PM at Legends Golf and CC, Ft. Myers. Register through FICPA email notice (student members)
October 20, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: Essential Skill Navigating Change – How our industry adapts to rapid change when dealing with disaster relief and other significant new legislation. by Erica Harp from Hughes, Snell & Co.
October 21, 2017, EAGLE EXPO 8:30 to 1:00 PM in the Lugert Hall Atrium
October 26 & 27, 2017: FICPA FGCU Accounting Conference; sign up for all day mentoring provided by the FICPA.
October 27, 2017, Joint meeting IMA-SC & Accounting Society, LH-2201, 5:30 - 7:15 PM Topic: Essential Skill, "Networking for Business Success", speaker Bob Whitehead
October 30, 2017, Meet the Firms Event, 3:00 - 5:00 PM, Location: The Hyatt Regency at Coconut Point (RSVP and get resumes to Sharon V--see email from Dr. Burgess)
November 3, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: Intro to VITA by Patrice Cunningham of the United Way.
November 7, 2017, IIA monthly meeting, TOPIC: SOX, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
November 17, 2017, Accounting Society/BAP meeting, LH-2201, 5:30 - 7:15PM Topic: Forensic Accounting by Stroemer & Co.
December 5, 2017, IIA monthly meeting, TOPIC: Writing effective audit reports, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
December 8, 2017, BETA ALPHA PSI ceremony in LH 2201 at 5:30
2016 Past Events:
January 5, 2016, IIA monthly meeting, "Ethics" 5:30 - 8:15 PM at Holiday Inn (Alico/I-75) Register w/Prof C
January 14, 2016, FICPA monthly meeting, "Tax Update" 3:30 - 6:00 PM at Hilton Garden Inn (University Drive) Register w/Prof C
January 22, 2016, Accounting Society/BAP meeting, TOPIC: What it takes to become a partner at a CPA firm.
January 29, 2016, Accounting Society/BAP meeting, TOPIC: Interview and Resume Workshop from Grant Thornton.
January 29, 2016, Beta Alpha Psi Mandatory Meeting (After the 6:00 AS/BAP meeting)
February 2, 2016, IIA Fraud Seminar, "The Psychology of Fraud/Shades of Gray" 8:00 - 5:00 PM at Holiday Inn (Alico/I-75) Register for hald fday w/Prof C
February 26-27, 2016 (Beta Alpha Psi Regional meeting in Birmingham, AL)
March 1, 2016, IIA monthly meeting, "Auditing Your Organization’s I-9 Records: What You Need To Know To Avoid Severe Fines And Penalties." 5:30 - 8:15 PM at Holiday Inn (Alico/I-75) Register w/Prof C
March 18, 2016, Accounting Society/BAP meeting, TOPIC: Auditing from Different Perspectives, Speakers from CliftonLarsonAllen (CLA)
April 1, 2016, Accounting Society/BAP meeting, TOPIC: Intro to Forensic Accounting, Speaker: Becky Bokrand from Markham, Norton, et al
April 5, 2016, IIA monthly meeting, "Telecom Technolgy-Risks & Solutions" 5:30 - 7:30 PM at Holiday Inn (Alico/I-75) Register w/Prof C
April 8, 2016, Accounting Society/BAP and IMA-SC Joint Meeting. Topic: "An introduction to HERTZ--Summer Internships and More"
April 15, 2016, Accounting Society/BAP meeting, TOPIC: “Career Path in Private Accounting” Curt Neary from Enterprise Holdings
April 22, 2016 Beta Alpha Psi membership ceremony
April 28, 2016, FICPA monthly meeting, "QuickBooks" 3:30 - 6:00 PM at Hilton Garden Inn (University Drive, Ft. Myers)
Saturday, June 4, 2016 7th Annual GOLF TOURNAMENT at Vasari Country Club, Bonita Springs
August 4-6, 2016 Beta Alpha Psi Annual Meeting Baltimore, MD
August 18, 2016, FICPA monthly meeting, "Social Psychology Behaviors: An Underutilized Tool for Investigators" by FBI Agent Bret Hood. 3:30 - 6:00 PM at Hilton Garden Inn (University Drive)
August 22, 2016, Tutoring for ACG-2021 and ACG-2071 starts
September 6, 2016, IIA monthly meeting, TOPIC: TBA, 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
September 9, 2016, Accounting Society/BAP meeting, TOPIC: Public Accounting overview--Intern to Partner (Novogradac & Co)
September 14, 2016, IMA monthly meeting, TOPIC: "Identity Theft, Fraud and Scams" Presented by Detective Kevin Regtuyt and Detectives from the Economic Crimes Unit, Lee County Sheriff
September 15, 2016, FICPA monthly meeting, TOPIC: Pensions. 3:30 - 6:00 PM at Hilton Garden Inn (University Drive)
September 16, 2016, IMA-Student Chapter meeting, LH-1206 6:00- 8:00, Interview and Resume Worksheet, dress professionally
September 23, 2016, Accounting Society/BAP meeting, TOPIC: Corporate Accounting, Tax & Finance Overview (Chicos)
September 30, 2016, Meet the Firms (3:00 - 5:00 at the Hyatt). RSVP with Dr. Burgess, get resumes in before deadline
October 4, 2016 IIA seminar, choice of morning or afternoon session, 8AM - noon; 1PM - 5PM, at Holiday Inn (Alico/I-75) Register w/Prof C
October 15, 2016, EAGLE EXPO (need volunteers to man Accounting Society table) Saturday 9:00AM - 1:00 PM
October 20, 2016, FICPA monthly meeting, TOPIC: Myths of the Criminal Justice System--CPA's Potential Involvement. 3:30 - 6:00 PM at LEGENDS Country Club (off Daniels Parkway)
October 21, 2016, Accounting Society/BAP meeting, TOPIC: Taxes (Crowe Horwath)
October 22, 2016, BETA ALPHA PSI ALUMNI EVENT at Alico Family Golf 12:00 - 2:00
November 1, 2016, IIA monthly meeting, TOPIC: "How to Manage People", 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
November 4, 2016, ACCOUNTING EVENT IN LH ATRIUM...Representatives from professional organizations and exam review companies will be showcasing their organization. 3:00 - 5:00 PM
November 4, 2016, Accounting Society/BAP meeting, Spearker: Trisha Crombie, CPA TOPIC: TAXES-The necessary evil in all shapes and sizes
November 18, 2016, Accounting Society/BAP meeting, TOPIC: Becoming a Partner in a CPA firm (CliftonLarsonAllen)
December 2, 2016, BETA ALPHA PSI ceremony, LH-2201 at 5:30 PM
December 6, 2016, IIA monthly meeting, TOPIC: Workplace Violence, 5:30 - 7:15 PM at Holiday Inn (Alico/I-75) Register w/Prof C
2015 Past Events:
January 6, 2015, IIA monthly meeting, "Ethics" 5:30 - 8:00 PM at Holiday Inn (Alico/I-75)
January 15, 2015, FICPA monthly meeting, "Tax Update" 3:30 - 6:00 PM at Hilton Gardens, University Dr., Ft. Myers
January 23, 2015, Accounting Society/BAP meeting, "Conflict resolution, an essential skill" 6:00 - 7:30 PM in LH-2201
January 30, 2015, Beta Alpha Psi mandatory meeting for all members/candidates. 6:00 PM in LH-2201
February 3, 2015, IIA Fraud Seminar, 8:00 AM - noon and 1:00 pm to 5:00 PM, Holiday Inn (Alico/I-75)
February 6, 2015, Accounting Society/BAP meeting, Carol Slade, CIA, "Internal Audit, an introduction" 6:00 - 7:30 PM in LH-2201
February 20, 2015, Accounting Society/BAP meeting, Phil Anthony, "Things to know about the CPA Exam" 6:00 - 7:30 PM in LH-2201
February 26 - 28, 2015, Beta Alpha Psi Regional Meeting in Atlanta, GA
March 3, 2015, IIA monthly meeting, "Auditing Performance Measures" 5:30 - 8:00 PM at Holiday Inn (Alico/I-75)
March 13, 2015, Accounting Society/BAP meeting, Ryan Fulford and Laura Linchenat (former presidents) "From Student to Professional" 6:00 - 7:30 PM in LH-2201
March 27, 2015, Accounting Society/BAP meeting, John Schilling, "A Whistleblower's Journey" 6:00 - 7:30 PM in LH-2201
April 7, 2015, IIA monthly meeting, "Social Media & Audit: No Turning Back" 5:30 - 8:00 PM at Holiday Inn (Alico/I-75)
April 10, 2015, Accounting Society/BAP joint meeting with IMA-SC, Curt Nearly, Controller, Enterprise "The value of an internship" 6:00 - 7:30 PM in LH-2201
Saturday, April 25, 2015, Beta Alpha Psi Induction Ceremony and Officer Installation at Spring Run Golf Club
Saturday, May 16, 2015 6th Annual GOLF TOURNAMENT at Vasari Country Club, Bonita Springs
August 5 - 8, 2015 Beta Alpha Psi Annual Meeting Milwaukee, WI
August 20, 2015, FICPA monthly meeting, "How to attract, hire and retain the best people" 3:30 - 6:00 PM at Hilton Gardens, University Dr., Ft. Myers
September 1, 2015, IIA monthly meeting, "Conflict Management" 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
Septmeber 11, 2015, Accounting Society/BAP meeting, TOPIC: Panel of CPAs from local firms"Firm experience" 6:00 - 7:45 PM in LH-2201
Septmeber 18, 2015, Accounting Society/BAP meeting in conjunction with the FICPA, Pre Meet the Firms Event
"The Million Dollar Interview," Time: 5:00- 7:30 in Sugden Hall 114
September 25, 2015, Meet the Firms Event, TIME 3:00 - 5:00 PM Location: Hyatt at Coconut Point (Get resumes in before the deadline)
September 25, 2015, Beta Alpha Psi mandatory meeting for all members/candidates. 6:00 PM in LH-2201
October 6, 2015, IIA Seminar, TOPIC "Key areas of Interviewing (Audit)"8:00 AM - noon and 1:00 pm to 5:00 PM, Holiday Inn (Alico/I-75) Register w/Prof C
October 9, 2015, Joint Meeting with IMA-SC & Accounting Society/BAP meeting, "Internal Auditing as a Career Path" 6:00 - 7:45 PM in LH-2201
October 23, 2015, Accounting Society/BAP meeting, "Taxation & Assurance Services at RSM" 6:00 - 7:45 PM in LH-2201
November 3, 2015, IIA monthly meeting, "Writing for Understanding" 5:30 - 8:15 PM at Holiday Inn (Alico/I-75) Register w/Prof C
November 6, 2015, Accounting Society/BAP meeting, Jordan Boylan, CPA from HBK (1120 Tax Return) 6:00 - 7:45 PM in LH-2201 (and United Way "intro to VITA")
November 13-14, 2015, IMA Leadership Conference in Orlando, FL
December 1, 2015, IIA monthly meeting, "Cyber-Security and Ransomware" 5:30 - 8:00 PM at Holiday Inn (Alico/I-75) Register w/Prof C
December 4, 2015, End of Semester Ceremony for Beta Alpha Psi and Alumni activity
Accounting Society meetings consist of food, beverages, and guest speakers...and hopefully FUN!