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Distance Learning
Distance Learning

NACUBO Live! 2017 Annual Meeting (Full Program)

Sunday, July 30 - Tuesday, August 1, 2017


Join us on Sunday, July 30 - August 1 for a live broadcast from the NACUBO 2017 Annual Meeting in Minneapolis.
During this three-day online event, we've selected a wide-variety of learning opportunities that address a wide-range of issues in the business office.
Using the schedule below plan your participation and learning path and reserve your spot today!
 Sunday, July 30 at 11:30 am - 12:45 pm ET
Creating a System to Measure Financial Results of Academic and Other Programs 
Beth Amyot, executive vice president and chief financial officer, Xavier University
Brian Balyeat, finance professor, Xavier University
Understanding the profits and losses generated by academic programs, student services, and other programs and functions is critical to informing resourcing decisions. In this case study, presenters will explain one institution’s collaborative approach to developing a Managerial Accounting System (MAS), which shows the revenues, expenses, and margins of all academic and other programs. In addition to sharing sample reports, they’ll explore the challenges faced in building the allocation model, lessons learned, and successes achieved—including overcoming initial resistance to complete the project in just two semesters and engendering extraordinary buy-in, enthusiasm, and support for the process.
Sunday, July 30 at 3:00 - 4:15 pm ET

 Using Multi-Year Forecasting to Assess Financial Strength and Engage Stakeholders
Matthew Gorzkowicz, associate vice president for administration and finance, University of Massachusetts University Administration
Michael Nicolescu, PFM Solutions
Susan Wolfe, assistant vice chancellor, budget and financial planning, University of Massachusetts-Boston 
Several years ago, a multi-campus university system faced familiar problems: leadership and board questions that couldn’t be easily answered, financial planning that did not easily accommodate changing assumptions, simple projection modeling that did not provide for specific sensitivity analysis, and difficulty ensuring consistency in the projection assumptions and reporting needs. The speakers will explore “moments of enlightenment” that expanded leadership’s understanding of key variables and related volatility and financial risk; identify the major elements of a forecast, from the campus perspective to the institutional point of view at the system level; and review how these elements were knitted together into a comprehensive, robust, and sustainable model.
 Monday, July 31 at 9:30 - 10:45 am ET

Tax Policy and the Trump Administration: Washington Insights
Julia Shanahan, executive director, tax, Columbia University
Megan Schneider, assistant director, federal affairs, NACUBO
Pam Olson, U.S. deputy tax leader and Washington National Tax Service Leader, PwC
Gwen Spencer, partner, PwC 
Will Washington lawmakers reach an agreement on comprehensive tax reform? Who is leading IRS and Treasury Department administration and management? The panelists will shed light on how higher education fits into the current Washington landscape and answer your questions related to the current scrutiny of endowments, potential changes to employee tax benefits, and the outlook for issues concerning tax-exempt organizations—which could include implications for charitable giving, tax-exempt bonds, UBIT, and more.
Monday, July 31 at 3:00 - 4:15 pm ET

To Merge or Not to Merge? A Question Higher Education Needs to Consider
Karen House, vice president for finance and business and chief financial officer, Salem State University
Allen Morrison, chief executive officer and director general of the Thunderbird School of Global Management, Arizona State University
Shelley Nickel,
executive vice chancellor for strategy and fiscal affairs, University System of Georgia
Steve Wrigley, chancellor, University System of Georgia
Kasia Lundy, managing director, Ernst & Young (Parthenon-EY)
Seth Reynolds, managing director, Parthenon-EY
The decades-long expansion of higher education institutions is over, with the industry now in an era of diminished state and federal spending, lagging personal incomes of college-going families, and increased demand for accountability through outcomes. This new era demands a significant shift in strategy, toward more collaborations and partnerships. Beyond simple agreements to share back-office operations or cross-list courses, collaboration may involve institutional mergers. While institutions at the greatest risk of failure must consider mergers out of necessity, those in positions of strength may seek acquisitions for the opportunities presented.
Monday, July 31 at 6:00 - 6:50 pm ET

 Retaining and Recruiting Students in a Global Marketplace
Jon Preciado, director of customer insights, Sodexo Universities, Sodexo
Ken Steele, chief futurist, Eduvation
Bring your smartphone or tablet to participate in real-time online polling.
Knowing they will soon enter the global economy, today’s students seek opportunities to broaden their exposure to different cultures and backgrounds. In North America, attracting and retaining international students can contribute significantly to an institution’s financial performance, as well as its reputation and perceived brand value. International students, however, often face unique challenges: language barriers, cultural differences, and difficulties assimilating to a new environment far from home—all in addition to a rigorous course load. In this interactive roundtable discussion, the group will explore the student journey and quality of life indicators that help international students transition to campus life by providing some familiarity and comforts of home while offering opportunities to make new connections. They’ll also share research, best practices, and promising innovations that can help your institution recruit and retain international students in today’s competitive, global marketplace.
 Tuesday, August 1 at 2:45 - 4:00 pm ET
Successful Tuition Resets: Bold, Relevant Solutions in a Disruptive Marketplace
Laura Casamento, president, Utica College
Jeffery Gates, vice president for student affairs and enrollment management, Utica College
Eric LaMott, provost and chief operating officer, Concordia University St. Paul
Carole Arwidson, vice president, director, market research, The Lawlor Group, Inc.
John Lawlor, principal and founder, The Lawlor Group, Inc.
Tuition resets are not meant for most institutions—not because resets have been maligned by pundits who base their opinions on preconceived biases or implemented by institutions primarily as promotional tactics. Rather, the evolving higher education marketplace demands data-driven solutions, and not every institution is in the position to implement a tuition reset. Representatives of two institutions that did undertake a strategic initiative to reset tuition explain how they utilized market intelligence to devise intelligent solutions to unsustainable situations. Their results are getting attention—and pointing to a new paradigm for small private institutions.
Please note: Recordings will be available on August 18 through February 1, 2018. All of the recordings will be complimentary to attendees of the program in Minneapolis.
With support from:


Seven additional recordings will be available on August 18 (no credits available for recordings):
  1. Featured Session: The Changing Face of Higher Education
  2. Featured Session: Reaffirming the Public Trust in Higher Education
  3. Controlling Long-Term Energy Costs with Renewable Energy Purchase Agreements
  4. Celebrating Our Differences, Connecting Through Our Sameness
  5. Linking Operational Scorecards and Financial Statements to Improve Performance
  6. New Ways to Lead, Collaborate and Succeed with IT Investments
  7. Academic Medical Centers - Business Models for the Future

Who Should Attend    

  • Chief Business/Finance Officers
  • Vice Presidents of Administration
  • Presidents
  • Enrollment Officers
  • Associate Vice Presidents
  • Budget Directors or Managers
  • Budget Managers
  • Business office staff

Course Information

  • Course Level: Intermediate
  • Course Type:  Internet based training


Member Registration Fee: $159.00
Non-Member Registration Fee: $229.00