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Distance Learning
Distance Learning

NACUBO's Annual Meeting Online

Tuesday, July 16, 2013 10:00 AM - 5:00 PM ET


View 15 sessions from the NACUBO Annual Meeting through an online platform. 
The fully interactive virtual event incorporates online learning, dynamic, real-time movement in and out of education sessions, and an opportunity to download resources from the NACUBO virtual booth. Because the event is 100 percent online, you’ll experience the Annual Meeting from the comfort of your own desks.
The best part is the program is self-paced, meaning you attend the sessions you want, when you want to. All participants will have access until October 16, 2013. Please note CPEs will not be offered for this program. Want to learn more? Contact Tadu Yimam ( for more information.
*Special thanks to Barnes and Noble College for generously supporting the NOOK Tablet giveaway.

Special Group Pricing!

A Whole Team For One Low Price - Once one person on your campus registers at the full price everyone else on your campus can register for free! In order to participate, each additional registrant must complete the online registration process and then will have full access to the event.
Please note - if you are attending the Annual Meeting in Indianapolis you will automatically have access on July 24th and do not need to register for this event. However, if you want to take advantage of the group pricing then you will need to purchase this event separately to give your campus colleagues and staff free access.
All  attendees will continue to have access to the content through October 16, 2013.

Featured Sessions

  1. General Session: Frans Johansson
    (Please note - this session is only available for 30 days)
    Frans Johansson is the best-selling author of The Medici Effect: Breakthrough Insights at the Intersection of Ideas, Concepts and Cultures, released in 2004, and The Click Moment: Seizing Opportunity in an Unpredictable World, released in 2012. In his writings and presentations, Johansson shows how the best ideas and innovations come from collaboration between people with diverse experiences, skills, expertise, perspectives, backgrounds, and cultures. Simply stated, Johansson is known for making the business case for diversity. Beyond lip service, he packs his programs with examples and techniques to break down silos and bring out the best that everyone has to give to any challenge or opportunity; regardless of rank or where they reside on the org chart, or even if they aren't on the org chart.

  2. Recruiting and Retaining Top Talent
    The Great Recession posed unprecedented financial challenges. Through aggressive resource management efforts, strategic enrollment management, market-based pricing strategies, and enhanced revenue generation from entrepreneurial endeavors, the university developed and branded the 2020 Plan. The plan highlighted the need to attract and retain top talent, which prompted the university to develop a market-based compensation program that encouraged objective and performance-driven salaries and wages. The panel will describe factors to consider when moving toward a market-based program and discuss why employee performance matters when making compensation decisions. Panelists will explain how university leaders garnered consensus from stakeholders to modify the institution’s compensation policy. Speaker(s): Brett Dalton, Clemson University; William Jenkins, Huron Consulting; Group Michelle Piekutowski, Clemson University; Jason Stewart, Huron Consulting Group

  3. New Approaches to Funding Higher Education
    Declining government support, mounting student debt, and the lingering effects of the global recession have compelled public universities to seriously rethink how they finance the enterprise and secure access and affordability for current and future students. Discover creative and innovative strategies for funding the modern university in ambiguous economic times. Learn how universities can grow new sources of revenue and reduce expenses. Hear how one university designed and implemented a long-term financial plan and how those strategies fully support and advance the academic mission. Discover why a new funding model must encompass both expense reduction and revenue growth strategies to best secure the future. Speaker(s): Geoff Chatas, The Ohio State University; John Augustine, Barclays Capital; John Nelson, Moody's

  4. Tax Council Update
    Hear the latest on NACUBO’s work on tax issues, key regulatory developments impacting colleges and universities, and up-to-the-minute legislative news. Speaker(s): Edward Jennings, University of Michigan Richard Klee, Jr., University of Notre Dame Brian Thomason, Pepperdine University

  5. Design and Implement a Budget Model in 16 Months
    Imagine you are faced with this challenge: develop a budget model that emphasizes transparency, revenue generation, and local decision making—and have it ready by the beginning of next fiscal year. Learn how one institution designed and implemented the first phase of a budget model that fundamentally changed the way in which revenue—from students, taxpayers, and research sponsors—flowed to campus units. Examine factors that allowed the institution to move quickly, and discuss changes in your environment that may make it easier to consider a similar approach on your campus. Speaker(s): Kelly Ratliff, University of California, Davis; Jason Stewart, University of California, Davis

  6. Recruiting for Diversity in a Post-Fisher World
    The U.S. Supreme Court’s decision to revisit the issue of race as a factor in admissions in Fisher v. University of Texas has significant implications for student admissions. It could also potentially impact the way higher education institutions recruit faculty. Learn what the Court did and did not decide in Fisher, possible future effects on student admissions, as well as how it may influence diversity and affirmative action programs as they relate to faculty recruitment at colleges and universities. Speaker(s): David Goldstein, Littler Mendelson, P.C.; Patti Ohlendorf, University of Texas at Austin; William Weissman, Littler Mendelson, P.C.

  7. Streamlining Your Budget Model and Cost Allocations
    Hear how one institution developed processes and a decision framework that resulted in the university adopting a new budget model that allocates revenue and central costs using a set of metrics related to function and workload measures. Discover how to move from a complex environment with several budget allocation and planning approaches to one that is easily understood and strongly rooted in transparency and healthy engagement about resource allocations across the campus. Speaker(s): Rob Van Brunt, Cornell University Davina Desnoes, Cornell University; Elmira Mangum, Cornell University; Karen Pearson, Cornell University

  8. Penn State’s Implementation of the Freeh Report Recommendations
    Few institutions have faced a challenge as serious as the one that confronted Penn State University in November 2011 and again when it received the Report of the Special Investigative Counsel (the “Freeh Report”) on matters relating to child sexual abuse on campus and alleged failures by university leadership. The 162-page report included 119 specific recommendations affecting almost every aspect of university operations. In this session, senior university administrators will describe how the institution is responding to the recommendations, including the administrative structure created to assess and implement the recommendations, difficulties surmounted, and results achieved. Particular attention will be paid to those recommendations posing the most significant challenges to the institution. Speaker(s): Pamela Bernard, Duke University; Stephen Dunham, The Pennsylvania State University; David Gray, The Pennsylvania State University

  9. 90 Days to Rightsizing and Realigning Resources
    A struggling economy and outdated academic portfolios and processes have pushed higher education to revisit the current business model used at most institutions today. Explore one institution’s strategy to rightsize its academic and administrative structure. Hear how programs and units were examined and prioritized in terms of financial contribution, quality, and future potential—all in three months. As a result, academic and administrative programs were reduced and others were slated for reengineering or investment. Speaker(s): Marty Mickey, National Louis University; Christine Quinn, National Louis University

  10. Massive Open Online Courses (MOOCs): A Boon to Higher Education?
    MOOCs have earned significant attention with the establishment of Udacity, Edx, and Coursera. As colleges and universities debate the significance of offering credit for these courses, there is potential for system transformation. Learn from early adopters of Internet-based education how MOOCs can increase access to education, improve student success, and enhance workforce development offerings. Examine what the expansion of this learning tool might mean for an institution’s long-term revenue growth and bottom line. Speaker(s): Karen Kedem, Moody's Investors Service, Inc.; Diana Hoadley, JPMorgan Securities, LLC; Paul Jenny, University of Washington; David Szatmary, University of Washington; Jeffrey Terp, Ivy Tech Community College

  11. Health Care Reform: Strategies for Compliance
    Understanding the Affordable Care Act is a monumental task. Developing a practical strategy to position an institution's health care benefit plan is even more difficult. Learn what the Affordable Care Act means for your institution and how to analyze your plan to ensure compliance and competitiveness going forward. Speaker(s): Patricia Dunleavy, Marywood University; H. Frasier Ives, Wells Fargo Insurance Services USA; Joy Napier-Joyce, Jackson Lewis LLP 
The following sessions will be available for 90 days after 3:00 pm ET on Tuesday, July 16:
  1. Preparing for the Future: CBOs Evolving Demographics and Roles
    Review and discuss the results of NACUBO's second national census of college and university chief business officers - which includes demographic profiles information - along with brand new data from Inside Higher Ed's annual survey examining the fiscal challenges and opportunities facing higher education. Overviews of both surveys will look at trends in CBOs by age, race/ethnicity, career paths into the profession, expected next career moves along with CBO perspectives on major financial issues such as cutting costs, changing campus practices and increasing revenues Speakers: Doug Lederman, Inside Higher Ed; Marta Perez Drake, NACUBO

  2. Evolving Business Models for Online Learning
    Funding models for online learning are not one size fits all. Factors such as institutional structure, unit organization, program capacity, and state statutes dictate the successful financial model for entrepreneurial initiatives. Business officers must work closely with academic administrators responsible for distance education to achieve optimal outcomes and maintain compliance. Speaker(s): Bob Shea, NACUBO; Robert Hansen, University Professional and Continuing Education Association; Thomas Gibbons, Northwestern University

  3. Challenges Facing the CFO: Leadership, Culture & Ethics
    Looking for perspective on your role as a CFO? Thinking of becoming a CFO? “The Roles, Duties, and Ethical Responsibilities of the CFO” white paper recently published by NACUBO describes the various roles a CFO plays—from truth teller, exemplary manager, guardian of resources, and maximizer of resources to town crier, sheriff, and strategist. Examine a range of challenges that seasoned CFOs have overcome to successfully lead, manage change, and adhere to ethical practices. Speaker(s): Louis Mayer, Saint Joseph's University; Larry Ladd, Grant Thornton LLP; William Laird, Loyola University of Chicago; Patricia Laughlin, Illinois Institute of Technology

  4. Budgets, Buildings, and Balance Sheets – Staying Ahead of the Crumbling Campus
    “Capital funding cut”; “Campus debt limits maxed out”; “Deferred maintenance growing.” Presidents, boards, and business officers see these headlines as they try to deal with campus capital needs. Many are pulling back, waiting for the economy to turn around. Other campuses have a plan. How will your budgets, buildings, and balance sheets be affected? To stay ahead of the crumbling campus, CFOs are going to need a strategic plan. Learn about strategies used to move from unfunded deferred maintenance to a funded asset management plan. Speaker(s): David Hanson, Virginia Commonwealth University; David Kadamus, Sightlines LLC; Lee White, GK Baum; Craig Woody, University of Denver


Member Site Registration: $250.00
Non-Member Site Registration: $350.00


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