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Business Officer Magazine

San Francisco Bound

Sure, you’ll leave your heart in San Francisco, after the NACUBO 2010 Annual Meeting, July 24–27. But you’ll also take away new relationships and connections that will make your organization stronger. Here’s a look at how you’ll build those bridges.

Edited by Carole Schweitzer

*You see the gaps everywhere: between theory and practice, budgets and needs, expectations and realities, your office and other departments. Like the cities separated by San Francisco Bay, these disconnects must be bridged to create pathways for effective interaction. Make a commitment to forge new relationships by attending the NACUBO 2010 Annual Meeting in the Golden Gate City, July 24–27, at the Moscone West Convention Center.

Supporting the conference's “Building Bridges” theme, concurrent sessions will connect you to new ideas, while roundtables and forums offer the opportunity to come together with others—who perform similar roles—to discuss issues of common concern. And, a hands-on community service project holds the promise of reaching out with colleagues to make a tangible difference at a local school while feeling a sense of professional camaraderie and personal fulfillment. Following is a summary of meeting highlights plus a keynote-speaker interview that reflects how the conference's content will connect with your work and world.

Read an interview with Laura D'Andrea Tyson, keynote speaker at the NACUBO 2010 Annual Meeting.

Reach Out to Roundtables, Forums, and Exchanges

Check the final program for a list of options for targeted learning opportunities with peers.

Roundtables and forums. These gatherings are designed for those who perform similar roles or functions within the higher education community. Sessions offer a unique opportunity to network, learn from peers, and offer ideas on issues such as human resources, women, and minorities. Don't miss the international forum.

Executive exchange for research universities. New this year is a one-day event, Monday, July 26, for chief business officers from research universities. Participants will engage in strategic, executive-level discussions regarding higher education and the evolving role of the CBO within a shifting environment.

Concurrent Sessions Span the Topic Waterfront

Preconference Welcomes New Business Officers

With more than 500 alumni in the past decade, the New Business Officers Program (July 23-24) has established itself as a valuable experience for those new to the role of chief business officer. Participants explore the wide range of issues that CBOs face and examine the complexities of campus leadership in this intensive advanced-level, two-day workshop designed specifically for chief business and financial officers.

Content areas include leadership styles, planning, board relationships, and emerging issues. You'll be challenged to evaluate your current practices and strategies while networking and exchanging ideas with colleagues. Leading higher education consultants Larry Goldstein and Pat Sanaghan facilitate the program. In addition, special topics are covered by a distinguished faculty that includes a college president and experienced chief business officers.

Attendance at the New Business Officers Program, by application only, is limited to chief business and financial officers who report directly to the president and who have been in their current positions for less than three years. For more information or to submit an application, visit

The guidance of NACUBO's four constituent councils continues to inform the comprehensive conference program, which includes a rich array of presentations targeted to the needs of NACUBO's primary member segments: community colleges, comprehensive and doctoral institutions, small institutions, and research universities. Customize your own learning experience by selecting from concurrent sessions designed to provide insight from presenters who may have already “been there”—and effectively done something that's on your list of goals and strategies. Program tracks include (1) Connecting the Mind, Body, and Spirit; (2) Cultivating Leadership; (3) Doing the Numbers; (4) Financing the Enterprise; (5) Looking Ahead: Planning and Budgeting; (6) Promoting Sustainability and Social Responsibility; (7) Serving the Student; and (8) Running the Campus.

Here are some examples of learning opportunities from which you can choose:

  • Allocating Resources to Achieve Mission During Uncertain Times. With the call for greater accountability at a time when funding is becoming more uncertain, how do colleges and universities position themselves for the future? Understand how one college implemented a process to invest resources to achieve strategic planning goals and make the concrete connection between planning and budgeting.
  • International Tax Issues for Colleges and Universities. Many institutions have ventured abroad to pursue teaching, research, and investment opportunities. These activities present many challenges because of varied foreign tax rules governing educational and tax-exempt organizations. Discover what you should look for when operating or investing overseas, including tax compliance responsibilities for both the institution and the individuals involved.
  • Increasing Your Organizational and Personal Value. Increase your value and better position yourself for growth and advancement. Hear tips and techniques to help you become more valuable in your professional and personal life.
  • Creating New Revenue Streams to Fund Capital Projects. With rising costs, declining endowments, cutbacks in government aid, and tight credit markets, the monetization of real estate assets is a hot topic. Identify and review a broad range of innovative and nontraditional strategies to fund higher education capital projects during a credit crisis, including public-private partnership models.
  • Building a Sustainable Institution in the Face of Declining Public Support. Some institutions are planning for the day when they will no longer receive state support and determining ways to become self-sustaining should state resources disappear altogether. Two community colleges will share their strategies to build sustainable institutions.
  • Cloud Computing: Will It Rain or Shine on Campus IT? Many institutions will begin replacing a number of core IT systems and functions with outside services. “Cloud computing” is the new buzzword describing this trend. For example, many schools have begun shifting support for e-mail to outside vendors. Far more systems, including those that support core administrative functions, are likely to move to this model. Find out the nature of the impact this will have on higher education.
  • Workforce Planning and Staff Reductions: How to Downsize Successfully. Faced with making major budget cuts, colleges and universities often have no other choice but to scrutinize the major driver of institutional expense—staffing. Explore contemporary approaches for adjusting staffing through voluntary early retirement incentive programs and involuntary reductions in force.

Professionals Connect the Dots

Earn CPE Credits

When every dollar counts, it is good to know that the NACUBO Annual Meeting meets your professional and educational needs. Earn an estimated 19 credits as you attend sessions, confer with colleagues, and meet industry leaders from across the country. NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors.

This year's general session and featured session speakers bring a world of perspective to help you make the leap from the local to the global.

Economy expert and columnist. Laura D'Andrea Tyson, chosen by both President Clinton and President Obama to serve in White House advisory roles, will keynote the first general session, presenting her take on what's to come in the persistent economic crisis. The credentials that qualify her to comment are many, including earning a Ph.D. in economics from the Massachusetts Institute of Technology; serving as dean of the Haas School of Business at the University of California, Berkeley, 1998-2001; and holding a similar post as dean of the London School of Business from 2002 to 2006.

Among Tyson's many publications are articles for the New York Times, the Financial Times, and the Washington Post; a monthly column for BusinessWeek, from 1998 to 2005; and her book, Who's Bashing Whom? Trade Conflicts in High-Technology Industries (Institute for International Economics, 1992).

For a sneak preview of Tyson's comments, see the interview article earlier in this section.

Lisa LingNews correspondent and globetrotter. In another plenary session, Lisa Ling will share her insights gathered from years of reporting from the world's hot spots. A field correspondent for the Oprah Winfrey Show and contributor to ABC News's Nightline, Ling also reports for the National Geographic Channel's Explorer.

Since joining Explorer in 2002 as the program's first woman host, Ling has covered such stories as the looting of antiquities in war-torn Iraq, the increasingly deadly drug war in Colombia, and the complex issues surrounding China's one-child policy. Other reporting has had Ling exploring the phenomenon of female suicide bombers in Chechnya and Israel's occupied territories, and the hidden and dangerous culture inside American prisons.

Prior to her global focus, Ling was known to millions of Americans as the cohost of Barbara Walters' hit daytime talk show, The View. The show won its first Emmy award during Ling's tenure on the program.

Ling continues to break new ground. Her next assignment is her own series on the new channel, OWN: The Oprah Winfrey Network.

Lynne Lancaster and David StillmanGenerational experts. Baby Boomer Lynne Lancaster and Gen Xer David Stillman are cofounders of BridgeWorks, a company that consults on generational issues in the workplace and marketplace. In a featured session that will also include Millennial Seth Mattison, the speakers will talk about ways leaders and managers can more effectively bridge the generation gaps in their offices. Lancaster and Stillman are coauthors of When Generations Collide: Who They Are, Why They Clash, How to Solve the Generational Puzzle at Work (HarperCollins, 2002). Their new book, The M Factor, is soon to be released.

Earning her stripes as a management consultant, Lancaster coached managers and senior executives from major U.S. companies on decoding communication issues. Her work with CEO and author Harvey Mackay resulted in five best-selling business books, including Swim With the Sharks Without Being Eaten Alive (Harper Paperbacks, 2005).

Lancaster is a sought-after commentator; has published articles in publications such as The Futurist and Nation's Business; and has been interviewed by a wide range of national publications, including the Wall Street Journal, Time magazine, the New York Times, the Washington Post, and Business Officer.

Also a popular speaker and interview guest, Stillman got his start in television and radio reporting. In a move to a multimedia and computer-based training firm, his work with corporate clients led him to conclude that communication strategies that hit hot buttons of one generation often miss the mark with another—hence the creation of BridgeWorks with business partner Lynne Lancaster.

Special Events Build Bonds

Cultural and networking opportunities do a lot to enhance professional meetings and bring participants closer together. Be sure to review the final program schedule and add some fun and fellowship to your experience.

Fourth annual “Serving the Community” event. Partnering with TIAA-CREF and supported by other business partners, NACUBO's annual service project is scheduled for Saturday morning, July 24. Small teams of business officers will give a face-lift to San Francisco's Everett Middle School. Volunteers will redecorate the school's cafeteria to transform it into a warm, multipurpose space for students and teachers to enjoy. The teams will also paint hallways, work on converting the courtyard into a learning garden with comfortable sitting areas, and complete other much-needed projects at the school.

All tools, materials, and instruction will be provided to volunteers on site—just wear clothing appropriate for dealing with paint and working up a sweat. To participate, plan to arrive in San Francisco by Friday evening, as the project begins on Saturday morning.

Voluntary blood donation. New this year is the NACUBO blood drive, in partnership with United Blood Services and Blood Centers of the Pacific. To participate, visit  the Special Events section at

A spectacular opening. The California Academy of Sciences, located in Golden Gate Park, will host the opening event, on Saturday, July 24, from 7:00 p.m.-10:00 p.m. The academy is the only building in the world that houses an aquarium, a planetarium, a natural history museum, and a four-story rain forest. You'll be able to explore hundreds of exhibits and observe more than 40,000 animals that call the academy home, while enjoying great food and networking with peers.

Corporate showcases enhance the overall program. Eight corporate showcases offer new solutions to a variety of issues. Focused on a number of topics, these sessions will be integrated with the rest of the conference so that attendees can catch several throughout the annual meeting. Advance sign-up is not necessary. A schedule of the following showcases will be included in the on-site program.

Accenture—Developing the Next Generation of Leaders for Today's University.

Accenture—Keys to Successful Shared Services Implementations.

Allen & O'Hara Development Co. LLC—Enhancing Enrollment Through Housing Replacement.

Barnes & Noble College Booksellers—Building Bridges to Students and Institutions.

The College Network—Expanding Colleges' and Universities' Geographical Reach and Increasing Enrollments Through a Unique Approach to Online Learning.

Higher One—Financial Literacy for College Students: It's Easier Than You Think to Establish a Program on Campus.

Ingersoll Rand—Campus Security Best Practices.

TIAA-CREF—Investment Menu Construction: A Prudent Process Should Facilitate, Not Sacrifice, Participant Outcomes.

Build Bridges in San Francisco

For more information and to register for the NACUBO 2010 Annual Meeting, visit

CAROLE SCHWEITZER is senior editor for Business Officer.