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Business Officer Magazine

Map Your Future in Tampa

The NACUBO 2011 Annual Meeting in Tampa, July 9-12, will be packed with education and events that will give you the tools and inspiration to chart a new course of action for your institution.

*As you explore the 60,000-square-foot Tampa Bay History Center—the venue for the opening event of the NACUBO 2011 Annual Meeting—you will follow the journeys of the area's first native inhabitants (the Tocobaga and Calusa people), Spanish conquistadors, and French explorers. Through cutting-edge interactive exhibits, you will discover their awe-inspiring expeditions and feel the fearless and adventurous spirit that helped them overcome challenges in a new world.

And when you attend the annual meeting in Tampa, July 9–12, you will explore numerous issues that higher education business officers face today. You will also find out how to address those challenges to begin charting a new course for what lies ahead. At this premier event, join your colleagues, find out what works, and plot a new path for the future. With insights from general session speakers, scores of presenters, and your peers, you will find yourself energized and inspired to embark on your own journey to a more effective and efficient institution.

Read an interview with Alan Simpson, keynote speaker at the NACUBO 2011 Annual Meeting.

Discover Ideas at Roundtables, Forums, and Exchanges

Check the final program to see 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 and learn from peers as you offer ideas on issues of common concern.

Executive exchange for research universities. Senior-level chief business officers from research universities will discuss current issues in business and financial management at this one-day event, Sunday, July 10. Participants will engage in strategic, executive-level discussions regarding higher education and the evolving role of the CBO within a shifting environment.

Explore Concurrent Sessions

Preconference Welcomes New Business Officers

With more than 500 alumni in the past decade, NACUBO's New Business Officers Program (July 8–9) has established itself as a valuable experience for those new to the role of chief business officer. In a newly enhanced, intensive two-day workshop designed specifically for chief business and financial officers, participants will explore a wide range of issues that CBOs face, examine the complexities of campus leadership, and learn from experienced CBOs, presidents, provosts, NACUBO experts, and other key higher education representatives.

Content areas include emerging issues in accounting, tax, finance, sustainability, and campus operations. The program will also focus on issues that have been identified as key by participants. These include developing board relationships, mitigating risk, and communicating effectively with institutional constituents. Current and veteran CBOs will share the lessons they have learned. You will be challenged to evaluate your current practices and strategies while networking and exchanging ideas with colleagues.

Attendance at the New Business Officers Program 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 register, visit the annual meeting Web site.


Once again this year, the guidance of NACUBO's four constituent councils has resulted in a collection of concurrent sessions designed to provide insight into focused topics and ideas within the framework of the comprehensive annual meeting program. You can customize your learning experiences by selecting from a rich menu of presentations that target the needs of NACUBO's primary member segments: community colleges, small institutions, research universities, and comprehensive and doctoral institutions.


Here is a brief sampling of the programs from which you can choose:

  • Tuition Pricing. How should you set the optimal price and aid strategy? Two institutions adhered to a market-tested, long-term price and aid strategy and were successful. Using empirical data, they have been able to save or retain millions of dollars in net tuition revenue. Learn how these strategies can be applied at your institution.  
  • Taking Control of Textbook Costs. A panel of college and university textbook professionals will explain how changes in the textbook industry have led to extreme inflation and what solutions are available. Most importantly, the panel will explain the business manager's role in creating an environment that can balance fiscal and academic needs with textbook affordability. 
  • Excess Liquidity in Stable and Volatile Markets. Two treasurers discuss models for maintaining excess liquidity to protect debt and investment portfolios in various market conditions. Explore processes that are successful in establishing day-to-day stability regardless of the market. 
  • Preparing for Employment Tax Audits. Learn about tax implications and compliance issues related to worker classification, compensation, taxable benefits, gift cards, institutional credit cards, personal use of cell phones, and other fringe benefits. 
  • Integrated Energy Planning. Find out how one institution has developed a set of modular screening tools as part of a new and dynamic integrated energy planning process. These tools allow decision makers to view the interactions of capital and operation budgets, energy requirements, and environmental impact associated with the addition of new buildings and facilities, and more.
  • International Compliance Risks and Best Practices. Institutions are sometimes unaware of the compliance, legal, and regulatory issues involved when operating outside the United States. Find out about the U.S. laws and regulations that are applicable to overseas operations and the laws and regulations of host countries.
  • Harnessing the Value of Cloud Computing. Learn from experts exactly what cloud computing is. What part does it play in the complex set of objectives that exist in higher education? When is it cost-effective and appropriate to deploy? 
  • New Revenue Perspectives. Discover the value of focusing on net revenue per student rather than discount rate. Data from the New American Colleges and Universities' studies conducted over the past eight years will be used to examine the differential net price across institutions in good and bad economic times.   
  • Sustainability Best Practices. Learn how one institution has implemented a planning and prioritization structure that aligns operations and practices with its sustainability aspirations as well as the academic and research priorities of the university. By engaging the broader community in building a sustainable future, the institution serves as a model that can be adopted by other colleges or universities.

Learn From the Thought Leaders at General Sessions

Earn CPE Credits

When every dollar counts, it's good to know that the NACUBO annual meeting meets your professional and educational needs. Attendees can earn an estimated 18 credits.

Make sure you hold your name badge in front of the "Tap and Go" Continuing Education Unit station within the first 30 minutes of each session to ensure CEU tracking. Your registration badge will have an electronic business card with encrypted data to ensure your privacy. You can also hold the badge in front of the "Tap and Go" prize drawing station at the expo hall to enter your name for a drawing.

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 keynote speakers will share their visions of the current environment for higher education and suggest strategies that could benefit every institution.

Jim CollinsBusiness consultant and management expert. Jim Collins will share his perspectives with general session attendees at a plenary session on July 10.

Collins has spent more than a decade researching how great companies grow and attain superior performance, and how good companies can become great companies. As a keynoter at the NACUBO 2004 Annual Meeting in Milwaukee, Collins suggested how business officers could use his findings from the business world to see new ways to move their own institutions from good to great.

Collins conducts research and teaches senior executives and CEOs at his management laboratory in Boulder, Colorado. He has also worked with social sector organizations, including the Johns Hopkins University School of Medicine, the Girl Scouts of the USA, the American Association of K-12 School Superintendents, and the United States Marine Corps.

Collins has authored three books: How The Mighty Fall: And Why Some Companies Never Give In (Jim Collins, 2009); Good to Great and the Social Sectors: A Monograph to Accompany Good to Great (HarperCollins, 2005); and Good to Great: Why Some Companies Make the Leap... and Others Don't (HarperBusiness, 2001), which attained long-running positions on the New York Times, the Wall Street Journal and Bloomberg Businessweek bestseller lists.

He has also coauthored several books, including the bestseller Built to Last: Successful Habits of Visionary Companies (HarperBusiness, 2004). Others include Beyond Entrepreneurship: Turning Your Business into an Enduring Great Company (Prentice Hall, 1995), and Managing the Small to Midsized Company: Concept and Cases (Irwin, 1994).

Collins started his research and teaching career on the faculty at Stanford Graduate School of Business, Palo Alto, California, where he received the Distinguished Teaching Award in 1992.

Molly Corbett BroadVeteran higher education administrator. Molly Corbett Broad, who became the 12th president of the American Council on Education in May 2008, will address attendees in another plenary session on July 11. She is the first woman to lead the organization since its founding in 1918. Broad has sought to make ACE a unifying voice for higher education, while fostering greater collaboration and new partnerships to help institutions face the challenges of the 21st century.

Broad has extensive experience in higher education administration. Prior to joining ACE, she served as president of the University of North Carolina from 1997 to 2006, leading UNC through a period of unprecedented enrollment growth. Thanks in part to a focused-growth initiative aimed at increasing enrollment, minority enrollment at UNC grew at more than double the rate of the overall student body during Broad's tenure. She also spearheaded the creation of a need-based financial aid program for in-state undergraduates and the creation of the College Foundation of North Carolina.

Broad held a number of administrative and executive positions at several universities prior to her tenure at UNC. At the California State University system, she served as senior vice chancellor for administration and finance from 1992–93, and as executive vice chancellor and chief operating officer from 1993 until her election as UNC president.

Earlier in her career, Broad served as the chief executive officer for Arizona's three-campus university system (1985–92), and in a succession of administrative posts at Syracuse University (1971–85).

Broad has written and spoken widely on strategic planning for higher education, K–16 partnerships, information technology, globalization, and biotechnology.

Alan K. SimpsonDebt commission co-chair and former U.S. senator. Alan K. Simpson, who served in 2010 as co-chair of the National Commission on Fiscal Responsibility and Reform, a bipartisan group appointed by President Obama to recommend actions for reducing the mounting federal debt, will keynote the general session on July 12. Simpson worked with co-chair Erskine Bowles (former president of the University of North Carolina) and other commission members to prepare a report, "The Moment of Truth," which was released in December 2010. Simpson also served on the Congress-appointed bipartisan Iraq Study Group in 2006.

A native of Cody, Wyoming, Simpson served three terms in the U.S. Senate from 1979 to 1997, where he was the assistant Republican leader for 10 years. Simpson was chairman of the Committee on Veterans' Affairs; chairman of the Subcommittee on Immigration and Refugee Policy of the Senate Judiciary Committee; chairman of the Nuclear Regulation Subcommittee of the Environment and Public Works Committee; chairman of the Subcommittee on Social Security and Family Policy of the Committee on Finance; and a member of the Special Committee on Aging.

After retiring from the Senate, Simpson was a visiting lecturer at Harvard University's Joan Shorenstein Center on the Press, Politics and Public Policy. He also was director for two years of the Institute of Politics at Harvard's John F. Kennedy School of Government.

Today, Simpson practices law focused on corporate, regulatory, and government affairs in the Wyoming office of the firm Burg Simpson Eldredge Hersh & Jardine. For a sneak preview of Simpson's comments, see the interview article earlier in this section.

Get On Board With These Special Events

Constituent Programming 

NACUBO recognizes that there are differences among institutions. We have developed a customized learning experience at the annual meeting to meet the unique needs of all four segments of our members: community colleges (two-year public institutions); small institutions (enrollment under 4,000 or specialized institutions); research universities (public or independent research universities and medical schools/centers); and comprehensive/doctoral institutions (four-year institutions with enrollment above 4,000).

For details, visit the NACUBO Web site, keep an eye on your e-mail, or follow NACUBO_Updates on Twitter for details.

Be sure to schedule some fun and fellowship with the following events designed to bring participants closer and enhance your conference experience. These events are included in the regular registration fee and are open to all attendees, unless indicated otherwise. 

Golf tournament. Join your colleagues for a day of golf on Saturday, July 9, at the award-winning TPC Tampa Bay—an 18-hole, par-71 championship layout course that challenges golfers of all levels. The course is routed around natural wetlands, cypress heads, and numerous ponds and lagoons, which are home to an abundance of wildlife, making TPC Tampa Bay one of the most beautiful and exciting courses in Florida. A separate registration fee and advance sign-up are required. 

Fifth Annual "Serving the Community" Event. Developed in partnership with TIAA-CREF, NACUBO's annual service project is scheduled for Saturday morning, July 9.

Small teams of volunteers will work together on a project that addresses a worthwhile community need. Tasks include assembling outdoor furniture, painting, or restoration of outdoor recreation areas. All tools, materials, transportation, and snacks will be provided to volunteers on site—just wear clothing appropriate for handling paint and working up a sweat. To participate, plan to arrive in Tampa by Friday evening, as the project begins on Saturday morning.

A grand opening. The Tampa Bay History Center will host the opening event on Saturday, July 9, from 6:00 p.m.–9:00 p.m. Explore exhibits on the places and people who shaped the Tampa Bay area. The waterfront center boasts a stunning atrium, interactive exhibits, theaters, research center, event hall, and an eclectic museum store. Enjoy live entertainment, great food, and networking with your peers.

NACUBO Fitness 5K. Challenge yourself to a 5K run or walk at Bayshore Boulevard and Hillsborough Bay, which boast of the world's longest continuous sidewalk at 4.5 miles. The 5K will begin on Tuesday, July 12, just one block south of the Tampa Convention Center, the venue of the sessions and the expo.

A spectacular closing event. The Raymond James Stadium, often called the "crown jewel" of the NFL, home to the Tampa Bay Buccaneers and University of South Florida Bulls, will host the closing event on Tuesday, July 12, from 6:00 p.m.–9:30 p.m. Enjoy great music and food, and network with your peers at the Buccaneer Cove and the mighty pirate ship that's permanently harbored there.

Corporate Showcases Enhance the Overall Program

Nine 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.

ADP—HR Service Delivery for the New Economy: Do More With Less.

J.P. Morgan—Foreign Exchange Risk Management for Colleges and Universities.

Next Generation LLC—IT@2015—Charting New Directions in Information Technology Leadership.

Royall & Co.—The Financial Aid Alternative: Why Recruitment Marketing Is a More Cost-Effective Way to Build Better Classes.

Russell Investments—5%, 6%, 7% More? Aligning Your Spending Policy With Your Investment Reality.

Sallie Mae Business Office Solutions—Emerging Trends in Student Banking.

SciQuest Inc.—Tap Into New Savings Through Shared Services in Procurement.

SunGard Higher Education—Out From the Shadows and Into the Spotlight.

Vivature Health LLC—How Federal Health Care Reform May Affect Revenues at Your Campus Health Center.

Chart a New Course in Tampa

For more information and to register for the NACUBO 2011 Annual Meeting, visit the annual meeting Web site.

PREETI VASISHTHA is managing editor for Business Officer.

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