On Board for Baltimore
NACUBO 2005 Annual Meeting Preview
Get ready for a wealth of learning opportunities—and the chance to explore Charm City—at the NACUBO 2005 Annual Meeting, July 9–12 in Baltimore. The meeting’s theme, “Building Organizational Capacity,” will be underscored in ﬁrst-rate presentations, interactive sessions, and engaging learning exchanges. Innovative strategies and vital resources will be offered for every type of institution and level of experience. On the following pages you’ll ﬁnd a preview of the meeting’s highlights, plus an interview with one of the keynote speakers that offers a sample of what’s to come in July.
Preconference Workshops: Get the Specialized Scoop
Maximize your experience by taking advantage of in-depth preconference programs.
The New Business Ofﬁcers Program (open to participants by application only) provides a foundation for success in the complex role of chief business ofﬁcer. The workshop Community Source: A Possible Alternative to Buy or Build for Financial Systems will focus on this initiative to create a suite of ﬁscal prudence tools for higher education. The Department of Homeland Security has been actively engaged with colleges and universities to enhance their preparedness to effectively handle catastrophic events. An interactive workshop developed speciﬁcally for campus executive leadership will offer campus preparedness examples, tools, and resources.
Community Day: Get Connected
Kuali (http://kualiproject.org) is the Community Source initiative to create a suite of ﬁscal prudence tools for higher education. Included are templates for ﬁscal policies and internal controls, ﬁscal ofﬁcer training materials, and comprehensive software suite to support these elements. NACUBO invites members to attend a preconference workshop on Saturday, July 9, 8:00 a.m. to 12:00 p.m., featuring the following sessions:
For more information, call Craig Dellorso at 202.861.2590.
Join us on Sunday, July 10, for a full day of educational programming and networking events designed speciﬁcally for each of the four main constituent groups represented by NACUBO’s membership: comprehensive/doctoral institutions, community colleges, research universities, and small institutions. Now in its fourth year, Community Day provides a unique opportunity for you to customize your learning experience and get to know other business ofﬁcers who work at the same type of institution. A networking break immediately following the general session kicks off the Community Day experience.
Managing Change, Sustaining Improvements, and Redeﬁning Business Practices
Concurrent educational sessions developed around the Building Organizational Capacity theme will focus on a new way for campus leaders to think holistically about how best to effectively address complex challenges. New to the annual meeting this year are poster sessions, which will present elements of the building organizational capacity framework and will focus on topics such as accounting, campus operations, ﬁnance, leadership and management, and technology.
|NEW BUSINESS OFFICERS PRECONFERENCE PROGRAM|
For individuals who recently assumed the role of chief ﬁnancial/business ofﬁcer, this program covers the full range of issues that a CBO faces while helping lead an institution through the complexities of running a campus. It explores the personal and technical challenges inherent in the CBO’s role. Leaders from both inside and outside higher education share their expertise to help prepare you for what’s ahead.
Class size is limited to the ﬁrst 50 pre-approved and accepted applications. If you are considering attending the program, you must answer “yes” to these three questions:
If your answers are afﬁrmative, you are eligible to apply and be accepted into the program. Attendance is required both days: Friday, July 8, 8:00a.m. to 6:00 p.m., and Saturday, July 9, 8:30 a.m. to 3:30 p.m.
If you want to attend the annual meeting as well as the New Business Ofﬁcers Program, please check the box on the annual meeting registration form pertaining to the New Business Ofﬁcers Program. You do not need to register for the annual meeting to attend this two-day program. If you are only interested in attending the New Business Ofﬁcers Program, visit www.nacubo.org. Click on the section on the New Business Ofﬁcers Program to submit your application for the New Business Ofﬁcers Program only.
Meet With Your Peers
Caucus sessions provide an open forum for individuals with similar interests or experiences or who perform similar roles within the higher education community to discuss issues, address common concerns, and network. The following caucuses are scheduled to take place on Saturday, July 9:
- Caucus for Minority Institution Business Ofﬁcers
- Caucus for Women Business Ofﬁcers
- Caucus for State System Administrators
- Tax Caucus
Allen Sinai’s Financial Forecast
What issues and challenges face our nation in today’s global economy? Allen Sinai, chief global economist, president, and cofounder of Decision Economics, Inc., a global economics and ﬁnancial market information support and advisory ﬁrm serving ﬁnancial institutions, corporations, governments, and individuals worldwide, will share his insights in Baltimore. His clients include many of the largest and most prominent ﬁnancial institutions and corporations in the world. Sinai was named Top Economist for 2003 by USA Today. He has nearly 30 years of experience applying quantitative economic and ﬁnancial market research to ﬁnancial market analyses, trading, investing, and bottom-line business planning and strategy. Hear Sinai speak at the opening general session on Sunday, July 10, from 8:30 a.m. to 10:00 a.m.
Diana Oblinger Talks Tech
Diana G. Oblinger, vice president of EDUCAUSE, is responsible for the association’s teaching and learning activities and the direction of the National Learning Infrastructure Initiative. Her presentation will focus on how technology is being used by members of the millennial generation. Known for her leadership in teaching and learning with technology as well as distributed learning, Oblinger serves on a variety of boards including the National Science Foundation’s Directorate of Education and Human Resources, the National Academies Forum on Information Technology and Research Universities, and the University of Texas TeleCampus. Hear her speak at the second general session on Monday, July 11, from 9:00 a.m. to 10:30 a.m.
Corporate Partner Showcases
On Sunday, July 10, and Tuesday, July 12, enjoy a hearty meal while learning about the latest resources from your corporate partners.
Sunday, July 10, 7:15 a.m. to 8:15 a.m.
- Accenture: Accenture Public Sector Value Model
- Energy Systems Group: How the Indirects Can Drive Access, Affordability, and Savings
- Sallie Mae: Business as Unusual: Reaching Across Campus
- Systemed: Controlling Prescription Drug Costs Without Sacriﬁcing Employees
- Cognos: Institutional Planning and Performance Management for Higher Education
Tuesday, July 12, 12:30 p.m. to 1:45 p.m.
- Capstone Development Corporation: You Can Get More From a Private Developer
- Deloitte: Consulting Without Hedge Funds
- Fidelity Investments: Ensuring Your Employees’ Retirement Readiness
- Sungard Collegis: Leveraging Technology to Improve Organizational Capacity
Events and Entertainment
5K Fun Run/Walk. Join us at 6:30 a.m. on Tuesday, July 12, for the NACUBO 5K fun run/walk. The course will start and ﬁnish at Druid Hill Park.
Golf Tournament. Join your colleagues for a day of golf and networking on Saturday, July 9, at the Bulle Rock Golf Course.
Opening Welcome Reception. Attend the opening on Sunday, July 10, 7:00 p.m. to 9:00 p.m., at the Maryland Science Center on the Baltimore Inner Harbor.
Closing Event at the Marriott Waterfront Hotel. Conclude your visit Tuesday, July 12, 6:00 p.m. to 9:00 p.m. with dinner and entertainment.
From the world-renowned Inner Harbor to historic Little Italy, Baltimore offers meeting attendees a grand variety of attractions. Dining options include elegant gourmet cuisine, ethnic foods from around the world, and plenty of fresh seafood from Maryland’s Chesapeake Bay. Baltimore is a dynamic city that continues to evolve while holding on to its maritime heritage. The scenic harbor is enhanced by street entertainers, open-air concerts, ﬁreworks, paddleboats, and cruise boats.
Ready, Set, Register
For more information and to register for NACUBO’s 2005 Annual Meeting, visit www.nacuboannualmeeting.org.
- ED Publishes Proposed Rules on Cash Management
- IPEDS Considers Improving Finance Survey
- Guidance Available on Title IX Coordinator Role
- 2015 CAO and CBO Collaborations
August 3-4, 2015
- 2015 Planning and Budgeting Forum
September 28-29, 2015
- 2015 Tax Forum
October 25-27, 2015
- ON-DEMAND: Lessons Learned in Communicating Financial Information Effectively
- ON-DEMAND: Corporate Sponsorships: Getting it Right
- ON-DEMAND: Analytics that Support Planning, Budgeting, and Results
- A Guide to College and University Budgeting: Foundations for Institutional Effectiveness, 4th ed. - by Larry Goldstein
- NACUBO's Guide to Unitizing Investment Pools - by Mary S. Wheeler
- Managing and Collecting Student Accounts and Loans - by David R. Glezerman and Dennis DeSantis