1st place presentation on a ten year sustainability plan

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Beta Alpha Psi Lambda Beta Chapter 2008-2009 Best Practices

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2009 Beta Alpha Psi Best Practices Competition in Brooklyn, NY

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Page 1: 1st Place Presentation on a Ten Year Sustainability Plan

Beta Alpha Psi

Lambda Beta Chapter 2008-2009 Best Practices

Page 2: 1st Place Presentation on a Ten Year Sustainability Plan

Meet the “Executive Board”Name & Title Topic

Michael Buckland, President Institutional Support

Andrew Argue, Vice-President Recruiting & Maintaining Members

Kayla Adams, Treasurer Alumni Involvement, Budget Report, Media Exposure

Jingming Ma, Reporting Secretary

Succession Plan

Page 3: 1st Place Presentation on a Ten Year Sustainability Plan
Page 4: 1st Place Presentation on a Ten Year Sustainability Plan

Recruiting & Maintaining Members

Recruitment• 30 Initiates

• 70% Membership Increase

• How we did it…

Page 5: 1st Place Presentation on a Ten Year Sustainability Plan

Interest Meetings

Page 6: 1st Place Presentation on a Ten Year Sustainability Plan

Outstanding Initiate Scholarship

Page 7: 1st Place Presentation on a Ten Year Sustainability Plan

• “Relay for Life” Captains

• Founded the Accounting Club

• Two Candidates became Chapter Officers

Candidate Class Board

Page 8: 1st Place Presentation on a Ten Year Sustainability Plan

Mentoring Program• Keeps Members Active

• “Breaks the Ice”

• Increases Attendance

• Builds Friendships

• Encourages Community

Page 9: 1st Place Presentation on a Ten Year Sustainability Plan

Keep Members Informed

• Newsletter

• Website

Keep Members Involved

• Socials

• Ice Breakers

• Provide Value

Page 10: 1st Place Presentation on a Ten Year Sustainability Plan

Fundraisers• USF Football Games

• Yankee Spring Training Games

• Annual Donations from Firms

• Firms Sponsored Conferences

• Student Government Funding

Lambda Beta Account Balance

Page 11: 1st Place Presentation on a Ten Year Sustainability Plan

• Chapter Surveys

• Forecasting

• Variance Analysis

• Controls

Budgeting Process

Page 12: 1st Place Presentation on a Ten Year Sustainability Plan

THAT’S US!!!

Page 13: 1st Place Presentation on a Ten Year Sustainability Plan

• Improve Communication

• Weekly Updates on Events

• Added Media Exposure

• Recruitment Opportunities

Website

Page 14: 1st Place Presentation on a Ten Year Sustainability Plan

Organizational Documents – Beginning of the Year

Page 15: 1st Place Presentation on a Ten Year Sustainability Plan

Organizational Documents – End of the Year

Page 16: 1st Place Presentation on a Ten Year Sustainability Plan

Sustainability Through Succession!

Page 17: 1st Place Presentation on a Ten Year Sustainability Plan

A True Alumnus is a(n):Mentor

Living Testimony

An Encourager

A Role Model

Page 18: 1st Place Presentation on a Ten Year Sustainability Plan

Chedu and Junior Achievement • Community Service Project

• Partnered with a Big Four Firm • Connections with Junior Achievement

• Communicate FinancialKnowledge

Page 19: 1st Place Presentation on a Ten Year Sustainability Plan

Newsletter & WebsiteNewsletter Features

•ChapterAnnouncements•Upcoming Events•“Faculty Lounge”

Website Features•Alumni Logins•News and Updates•On-line Newsletter

Page 20: 1st Place Presentation on a Ten Year Sustainability Plan

College of Business• Accounting Faculty Advice• Links to Accredited Organizations

Career Services Center• Co-sponsored “Meet the Firms”• Business Etiquette Dinners• Wonderful Wednesday Workshops• Mock Career Fairs

Pillars of Support

Page 21: 1st Place Presentation on a Ten Year Sustainability Plan

Businesses/ProfessionalOrganizations

• Annual Meet the Firms Recruiting & Fundraisers

• Local firm sponsored trip to IMA Student Leadership Conference

• Annual Donations and Support

Pillars of Support

Page 22: 1st Place Presentation on a Ten Year Sustainability Plan

Providing Institutional SupportVolunteer Income Tax Assistance (VITA)•186 Hours in Spring 2009

Academic Center for Excellence (ACE)

•146 Accounting Students •500 Accounting Tutoring Hours

Page 23: 1st Place Presentation on a Ten Year Sustainability Plan

Providing Institutional SupportLife After UT

•Campus Partnerships•SG Funding•Educate fellow students•Alumni Panel•Annual Event

Page 24: 1st Place Presentation on a Ten Year Sustainability Plan
Page 25: 1st Place Presentation on a Ten Year Sustainability Plan
Page 26: 1st Place Presentation on a Ten Year Sustainability Plan