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SPRING 2025 Meetings & Events
NOTE: We are accepting Beta Alpha Psi (BAP) applications for Fall 2025.
Please email application to Prof Conrecode.
Select here for Candidate Requirements
Access application here for BAP, you may have to disable pop-up blocker for it to download.
If you cannot download the application, please email professor Conrecode.
Other Important Dates:
Fall 2025 Beta Alpha Psi Mandatory Meeting
Friday, October 3, 2025 in TBD at 5:30 - 6:00 PM
All Candidates, Inductees and Members are required to attend.
Service Events
Tutoring ACG-2021 and ACG-2071 is our chapter's ongoing Service Event, contact Prof Conrecode to tutor.
Spring 2025 our chapter will participate in the Volunteer Income Tax Assistance (VITA) program through the United Way of Lee County.
Upcoming Events
Summer and Fall 2025
May 17, 2025, Beta Alpha Psi 15th Annual GOLF TOURNAMENT, Cypress Woods Golf & Country Club, Shotgun start: 8:30am
August 14 - 16, 2025, Beta Alpha Psi Annual Meeting, Grand Hyatt San Antonio, TX
September 5, 2025, Accounting Society/BAP meeting, 5:30 - 6:30PM
September 12, 2025, JOINT MEETING W/ IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Resume Workshop (panel)
September 19, 2025, Accounting Society/BAP meeting, 5:30 - 6:30PM
September 26, 2025, JOINT MEETING W/ IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Interviewing (panel)
eptember 29, 2025, Meet the Firms by invitation, Cohen Center 2:00 - 5:00PM
October 3, 2025, Beta Alpha Psi mandatory meeting, 5:30
October 10, 2025 Accounting Society/BAP meeting, 5:30 - 6:30PM
October 24, 2025,Accounting Society/BAP meeting, 5:30 - 6:30PM
October , 2025, EAGLE EXPO volunteers from 8AM - 1PM in Lutgert Hall (ROA)
November 7, 2025, Accounting Society/BAP meeting, 5:30 - 6:30PM
November 14, 2025, Accounting Society/BAP meeting, 5:30 - 6:30PM
December 5, 2025, Accounting Society/BAP, 5:30PM Topic: BAP induction ceremony and End of Semester Event with Food and Games
2025 Past Events:
January 24, 2025, BAP/Accounting Society meeting, 5:30 - 6:30PM Topic: Developing Leadership Skills (Arthrex)
January 31, 2025, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Our service lines, culture, & opportunities (MNMW)
February 7, 2025, Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Benefits of working at a Bigger Firm (RSM)
February 7, 2025, BAP Mandatory meeting 6:30 PM, after the Accounting Society meeting
February 20, 2025 Mini Meet the Firms in the Lutgert Atrium, from 2:00 - 5:00 PM, sign up at Eaglelink
ROA, February 21-22, 2025, Beta Alpha Psi Midyear meeting in Dallas, TX
February 21, 2025, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Panel discussion--The accounting profession (local professionals)
February 28, 2025, BAP/Accounting Society meeting, 5:30 - 6:30PM Topic: Navigating your career (DSG CPAs + Advisors)
March 14, 2025, Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: The Finance and Accounting Profession at HBK (HBK)
March 28, 2025, BAP/Accounting Society meeting, 5:30 - 6:30PM Topic: Combining a CPA license with a Law degree (UWorld)
April 11, 2025, Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Preparing for the CPA exam (Becker)
April 25, 2025, Annual Accounting Scholars Reception 5:00 - 7:00 PM
2024 Past Events:
January 26, 2024, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Solution Group--"Redefining the Landscape of Modern Accounting"
February 9, 2024, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: How to Be Successful in Your Internship
February 9, 2024, Beta Alpha Psi Mandatory Meeting, 6:00 - 6:30 PM (all new candidates must attend)
ROA, February 16, 2024, 10AM to Noon, "Future Accounting Scholars" Working with under-represented minority high school students to prepare them for college.
ROA, February 17, 2024, EagleExpo, 8:30 AM - 1PM
February 23, 2024, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Understanding CPA Firms
ROA, February 23-24, 2024, Beta Alpha Psi Midyear meeting in Dallas, TX 5 students attended
March 15, 2024, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Career Paths at Herc Rental"
March 22, 2024, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Get to know Eisner Advisory Group, LLC
April 3, 2024, STOC club, 5:15 - 7:15PM Topic: Panel Discussion on CFA v CFP v CPA (5:15 networking, 6PM panel discussion begins)
April 5, 2024, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: The CPA Evolution
April 19, 2024, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: The future of accounting, network with CPAs--SWFL CPA Social after meeting (6 - 6:30)
April 26, 2024, ACCOUNTING SCHOLARS AWARDS and Beta Alpha Psi induction ceremony
May 11, 2024, Beta Alpha Psi 14th Annual GOLF TOURNAMENT, Cypress Woods Golf & Country Club, Shotgun start: 8:30am
July 25 - 27, 2024, Beta Alpha Psi Annual Meeting, Orlando, FL
September 13, 2024, JOINT MEETING W/ IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Resumes (panel)
September 27, 2024, JOINT MEETING W/ IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Interviewing (panel) meeting canceled due to storm
October 4, 2024, Meet the Firms by invitation, Cohen Center 201 2:00 - 5:00PM
October 4, 2024, Beta Alpha Psi mandatory meeting, 5:30 in LH-2202
October 15, 2024 at 7PM, Diversity, Equity and Inclusion Live Event (ROA), access here: https://us06web.zoom.us/webinar/register/WN_U8IxD6V0SFqY0wAaPrK37g#/registration
October 18, 2024, Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Having a Successful Internship given by Alumni Panel
October 19, 2024, EAGLE EXPO volunteers from 8AM - 1PM in Lutgert Hall (ROA)
October 25, 2024, BAP/Accounting Society meeting, 5:30 - 6:30PM Topic: Negotiation skills (Essential Skill) by CLA
November 1, 2024, Accounting Society/BAP meeting, 5:30 - 6:30PM, first 10 minutes introduction to VITA by United Way. Topic: The Benefits of Working at a Smaller Firm, presented by Briers CPA
November 12, 2024, BAP Live virtual initiation and professional session from 7:00 - 8:00PM (ROA).
November 14, 2024, Gleim virtual event "Roadmap to Success: Overview of Accounting Certifications" 6PM
November 15, 2024, BAP/Accounting Society meeting meeting, 5:30 - 6:30PM Topic: Business Chemistry: Interpersonal Skills that Drive Performance by Deloitte
December 6, 2024, Accounting Society/BAP, 5:30PM Topic: BAP induction ceremony and End of Semester Event with Food and Games
2023 Past Events:
ROA, Saturday, January 21, 2023 "Say Yes to the Nest," 9:00 AM - 1:00 PM, Reaching Out Activity
January 27, 2023, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: The Big 4
January 27, 2023, BAP Mandatory meeting, 6:00 - 6:30PM br>February 10, 2023, Beta Alpha Psi Mid Year Meeting in Houston, TX (Feb 10 - Feb 11)
February 10, 2023, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Career paths an accounting professional can pursue.
ROA, February 17, 2023, 9AM to Noon, "Future Accounting Scholars" Working with under-represented minority high school students to prepare them for college.
February 24, 2023, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Why pursue a career in accounting and become a CPA?
March 16, 2023, 1:00 - 4:00 PM in Lutgert Atrium. MINI CAREER DAY, with IRS, FBI & others
March 17, 2023, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: The Hospitality Industry
ROA, Saturday, March 25, 2023 "Say Yes to the Nest," 9:00 AM - 1:00 PM, Reaching Out Activity
March 31, 2023, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: State Law & Working for the Auditor General
April 14, 2023, Accounting Society/BAP meeting, 4:00 - 6:00PM, AICPA Chairman Mr. Mehta, Topic: Future Forward. A Panel Discussion on the Accounting Profession
April 28, 2023, Beta Alpha Psi and Accounting Society officer installation and award ceremony
May 13, 2023, Beta Alpha Psi 13th Annual GOLF TOURNAMENT, Cypress Woods Golf & Country Club, Shotgun start: 8:30am
August 3 - 5, 2023, Beta Alpha Psi annual meeting, Las Vegas, NV
September 1, 2023, Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: The Use of Technology to Make Client Experiences Better and Internal Processes More Efficient
September 15, 2023, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Resume WORKSHOP--Preparing for Meet the Firms
September 22, 2023, BAP Mandatory meeting, 5:20 - 5:50 PM
ROA, September 26, 2023, Majors Mania, Noon - 2:00 PM on the Library Lawn
ROA, September 26, 2023 "Beta Alpha Psi--Chapter 101 Reporting Sessions at 10AM or 4PM via zoom. https://aicpa.zoom.us/j/5250659230#success
September 29, 2023, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Interviewing skills--Preparing for Meet the Firms
October 9, 2023, Meet the Firms, by invititation--Cohen Center (by invitiation only) 2:00 - 5:00 PM
ROA, October 17, 2023, Navigating a Diverse Path: Empowering the Financial Profession Pipeline through DEI Excellence
October 20, 2023, Accounting Society/BAP meeting, 5:30 - 5:40 VITA 5:40 - 6:30PM Topic: Career Pathways at Morgan Stanley
November 2, 2023, STOC (Student Trading Optimization Club),AB9-138 at 5:15PM networking, 6:00 Panel discussion on Alternative Investments
November 3, 2023, Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: "Essential Skill" Interpersonal Skills in the Workplace
December 1, 2023, Accounting Society/BAP meeting, 5:30 - 6:30PM Topic: Day in the Life of a CLA Intern
December 8, 2023, Beta Alpha Psi award ceremony
2022 Past Events:
January 21, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Different Career Paths in Accounting and other topics." Speakers from CLA (CPA)
February 4, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Finding your Passion." Speaker: David Dettloff from Moors & Cabot, Inc (Financial Advisors)
Beta Alpha Psi mandatory meeting, February 4th after the Accounting Society meeting.
February 12, 2022, Saturday--FGCU DAY--Celebrating 25 Years--(ROA)
February 18, 2022, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Essential Skill: How to Present Data Meaningfully and Accurately." IMA JOINT MEETING
March 4, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Essential Skill--Ethical Decision Making." Speakers from RSM
March 25, 2022, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "IT Audit." IMA JOINT MEETING
March 11, 25 or April 8, 2022, BAP Midyear Meeting, Online from 1:30 - 5:30 PM(ROA)
April 8, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "A day in the life of an intern." Speakers from CLA
April 22, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Flexible work/working from Home in the Industry." Speakers from HBK (CPA)
April 29, 2022, 5:00 - 7:00 PM, Beta Alpha Psi induction and Accounting Scholars Reception
Beta Alpha Psi 12th Annual GOLF TOURNAMENT, May 28, 2022, Cypress Woods Golf & Country Club, Shotgun start: 8:30am
July 28 - 30, 2022, Beta Alpha Psi annual meeting, Orlando, FL--(ROA)
September 9, 2022, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Resume Workshop," preparing for Meet the Firms
September 16, 2022, AJOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "Do's and don'ts of interviewing," preparing for Meet the Firms
September 22, 2022, Meet the Firms, 2:00 - 5:00PM, by invititation--Hyatt Regency
October 14, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Speakers: Staff from CLA, Naples office, Topic: Essential Skills: Managing distractions
BAP Mandatory meeting ~6:00PM
October 21, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Speakers from EY, Topic: Time Management
October 25, 2022, ESG and Sustainability Careers in Accounting, 3:00 PM webinar sponsored by the AICPA
October 25, 2022, BAP Fall Diversity, Equity, and Inclusion (DEI) Session, 7:00 - 8:00 PM, virtual with BAP Executive office
October 28, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Speakers from Arthrex, Topic: Different aspect of accounting, and Learn about VITA
November 18, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Speaker: Andrew Leonard, Topic: Advice for Soon to be Accounting Professionals
December 2, 2022, Accounting Society/BAP meeting, 5:00 - 6:00PM Speaker: Becker CPA review, Topic: The CPA exam
December 2, 2022, Beta Alpha Psi award ceremony after the Accounting Society meeting
December 3, 2022, VITA TRAINING, all day in COHEN 162
2021 Past Events:
January 29, 2021, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: A Career in a CPA Firm; and Vanina's IMA Student Conference takeaways
February 12, 2021, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: PWC Tampa Acceleration Center--Opportunities
February 15, 2021, IIA Fraud Seminar online from 8:00 AM - 5:00 PM
February 26, 2021, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Alternative avenues for accounting students after graduation
Mid year BAP meeting, Friday 1:30 -5:30 (dates, 2/19, 3/5 or 3/19)
March 12, 2021, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Data analytics in audit procedures
March 13, 2021, EAGLE EXPO from 10:00 AM to Noon via Zoom
March 26, 2021, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Forensic Accounting
April 9, 2021, BAP meeting, 5:00 - 6:00PM BAP ALUMNI EVENT--Topic: From Student to Professional
April 14, 2021, Future Female Business Leaders meeting, 7:00PM Topic: Essential skill--Salary Negotiation.
April 23, 2021, BAP end of semester meeting, 5:00 - 6:00PM
August 4 & 9, 2021, BAP DEIsphere Seminar from Noon - 7PM--online (ROA)
August 5, 2021 at 5:30PM--Community Service event, School Supplies for Golden Gate Elementary School--Deliver on Monday, 8/9 at 8:15AM--(ROA)
August 5 & 6, 2021, Beta Alpha Psi annual meeting (online 3PM - 7PM)--(ROA)
August 21, 2021, Beta Alpha Psi 11th Annual GOLF TOURNAMENT at Cypress Woods Golf & Country Club
September 3, 2021, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Resume Workshop
September 10, 2021, JOINT MEETING WITH IMA-SC and Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Beta Alpha Psi Alumni Panel to prepare for Meet the Firms (ROA)
WEDNESDAY, September 22, 2021, Meet the Firms Online from 3:00 - 5:00 PM, ONLINE. RSVP required.
October 1, 2021, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Worklife Balance and CPA preparation pointers
Beta Alpha Psi mandatory meeting, October 1st after the Accounting Society meeting.
October 15, 2021, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: From good student to great professional. Speaker: David Oliver from Chicos
October 16, 2021, Saturday--Eagle Expo--(ROA)
October 28, 2021, AICPA Webinar, "Find your Accounting Fit" 2:00 - 3:00 PM, register via AICPA student membership
November 5, 2021, IMA Student Leadership Conference (IMA membership required) Online Conference
November 19, 2021, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: "From academics to work, what to expect" Speaker: Jeff Tuscan from Tuscan & Company, CPA
December 3, 2021, Beta Alpha Psi induction and end of semester ceremony
2020 Past Events:
January 24, 2020, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Forensic Accounting
February 4, 2020, IIA Seminar (8AM - 5PM; two hour block attendance available)
February 7, 2020, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Interviewing with a Big 4 Accounting Firm
Reaching Out Activity--February 14, 2020, 8AM to 1PM, Working with under-represented minority high school students to prepare them for college (Cohen 214).
Reaching Out Activity--February 15, 2020, Eagle Expo from 8:30 AM - 1:00 PM in Lutgert Hall Atrium
February 21-22, 2020, BETA ALPHA PSI REGIONAL MEETING, Louisville, KY (Omni Louisville Hotel)
February 21, 2020, Joint Meeting Accounting Society/BAP and Student chapter of IMA meeting, LH-2201, 5:00 - 6:00PM Topic: Hertz Financial Program
March 13, 2020, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Revenue Recognition--CANCELED DUE TO COVID-19
March 20,2020, Joint Meeting Accounting Society/BAP and Student chapter of IMA meeting, LH-2201, 5:00 - 6:00PM Topic: Alternative Routes in Accounting--CANCELED DUE TO COVID-19
Saturday, June 20, 2020 11th Annual GOLF TOURNAMENT canceled due to COVID
August 4, 2020 FICPA Webinar CPA Career Spotlight: Forensic Accounting 3:00 - 4:00 PM
August 6, 2020 Beta Alpha Psi Annual Meeting Online from 3:00 - 6:00 PM
August 28, 2020, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Interviewing, prepare for Meet the Firms
September 3, 2020, BAP Event--CPA Career Spotlight, FBI Forensic Accountant--AICPA Online--1:00 PM--Link sent to BAP students
September 11, 2020, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Resume Workshop, prepare for Meet the Firms
September 15, 2020, BAP Event--CPA Career Spotlight, Pathway to CFO--AICPA Online--1:00 PM--Link sent to BAP students
Septebmer 25, 2020, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Networking as a professional, prepare for Meet the Firms
October 2, 2020, Meet the Firms, 3:00 - 5:00PM, by invititation--online
October 9, 2020, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Professional Certifications for Accountants
October 23, 2020, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Government Audit and Learn about VITA
November 6, 2020, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: Personal Finance
November 20, 2020, Accounting Society/BAP meeting, 5:00 - 6:00PM Topic: FICPA, Opportunities for Accounting Students.
December 4, 2020, Beta Alpha Psi award ceremony
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
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, July 6, 2019 10th Annual GOLF TOURNAMENT at Vasari Country Club, Bonita Springs
August 7 - 10, 2019 Beta Alpha Psi Annual Meeting Chicago, IL
August 26, 2019, Tutoring for ACG-2021 and ACG-2071 starts
September 6, 2019, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Preparing for meet the firms--Dress for Success, presented by Christine Sherlock; and an introduction to the FICPA
September 13, 2019, IMA-SC Joint meeting w/Accounting Society/BAP, LH-2201, 5:00 - 6:00 Topic: Preparing for meet the firms--Resume Review--Panel of professionals
September 20, 2019, Joint meeting w/IMA-SC and Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Preparing for meet the firms--How to work a room, from intro to exit, presented by Bob Whitehead
Beta Alpha Psi mandatory meeting, September 20th after the Accounting Society meeting.
September 30, 2019, Meet the Firms Event, 3:00 - 5:00 PM, pre-registration is required. Location: Hyatt Regency at Coconut Point
October 4, 2019, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Theory to Practice, presented by CLA (Jean Marie Saintyl, John Lawton & Josh Sloan).
October 18, 2019, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: The Day in the Life of an Accountant, presented by Novogradac & Company (Meghan McGuirk)
Reaching Out Activity--October 19, 2019, Eagle Expo from 8:30 AM - 1:00 PM in Lutgert Hall Atrium
Reaching Out Activity--October 26, 2019, Alumni Event--Alico Arena & FGCU Men's Soccer
November 1, 2019, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Establishing Yourself as a Young Professional, presented by Chandra Clines, CPA as well as an Introduction to VITA with Patrice Cunningham & Mary Meador
November 15, 2019, Accounting Society/BAP meeting, LH-2201, 5:00 - 6:00PM Topic: Personal Finances--Preparing for Post College, presented by Jessica Gruber, Campus Recruiter from EY
November 16, 2019 VITA Training, all day. LH-2210 from 9:00 AM to 4:00 PM.
December 6, 2019, Beta Alpha Psi member ceremony and awards presentation in LH-2201, 5:30 - 6:00PM
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!