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Distance Learning
Distance Learning

The Higher Education Accounting Forum Online

Wednesday, May 29, 2013 10:00 AM - 5:00 PM ET


View sessions from the Higher Education Accounting Forum through an online platform.
This program is self-paced, meaning you choose the events from the list below, when you want to watch them. Please note CPEs are no longer available for this program.
Open yourself up to a new way of engaging and learning during the Higher Education Accounting Online Forum. The fully interactive virtual event incorporates online learning, live chats, dynamic, real-time movement in and out of education sessions, contests (win one of two NOOK Tablets*) and an opportunity to download resources from NACUBO. Because the event is 100 percent online, you’ll experience the conference from the comfort of your own desks.
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 event in Savannah you will automatically have access on June 3 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 August 29, 2013.

Featured Video Sessions:

  1. General Session: Freeh Report
    Speaker: Janice Abraham, United Educators Insurance
    There are lessons for all administrators from the Freeh Report, commissioned by the governing board of Penn State University following the Sandusky scandal.The session will examine recommendations from the Report which can apply to all colleges and universities including communications, compliance, personal responsibility and governance.

  2. FASB Update
    Speaker: Jeffrey Mechanick, Financial Accounting Foundation
    Hear about FASB agenda items relevant to higher education.

  3. GASB Update
    Speaker: Jim Brown, Governmental Accounting Standards Board
    Learn about current GASB projects relevant to higher education.

  4. CBO & CAO Partnerships
    Speakers: Ron Drayton and Ron Rhames, Midlands Technical College
    Increasingly, collaboration between the chief academic officer (CAO) and the chief business officer (CBO) is becoming vital to successful strategic campus and financial decision-making.NACUBO developed a comprehensive model, the Opportunity Cycle, designed to facilitate and authenticate the collaboration process. The presenters will share a real life example of applying the opportunity cycle model.

  5. Financial Analysis Beyond CFI
    Speaker: Ron Salluzzo, Attain, LLC
    This program, presented by a co-author of Strategic Financial Analysis for Higher Education, seventh edition, is intended for finance professionals who have been working with the Composite Financial Index (CFI) and would benefit from a discussion related to the evolution, contextualization and understanding of the CFI. The session is intended to be interactive with institutions that have used the results of the CFI as a communication and framing tool for next steps.

  6. Financial Statement Review (Private)
    Speaker: Lou Mezzina, KPMG, LLP
    Recently, colleges and universities have enjoyed a respite from significant changes to accounting and reporting requirements.  This session will highlight opportunities to consider elective change with a focus on display and disclosures, using examples of the good, the bad, and the ugly.

  7. Financial Statement Review (Public)
    Speaker: James Lanzarotta, Moss Adams, LLP
    Ten years and 30 standards ago higher education implemented GASB’s BTA reporting model.  It’s time to step back and examine common reporting conventions and challenges.   Hear the lingering and recent issues your colleagues are dealing with and examine opportunities to enhance disclosures for improved communication with your key stakeholders.  

  8. Enterprise Risk Management
    Speaker: Mark Beasley, North Carolina State University
    Organizations of all types, including colleges and universities, are turning to enterprise risk management (ERM) as a way to strengthen their oversight of the entity’s most significant risks.  While frequently discussed as an emerging best practice, many executives struggle to understand how it differs from traditional approaches to risk management and they wonder what their role is in the process.   Mark Beasley’s session will address these challenges and emphasize the important opportunity accounting and finance professionals have in front of them to take an active leadership role.

  9. Improving Process and Internal Controls Through Shared Services
    Speaker: Aaron Howell, Oregon State University
    Shared services has become known as a way to improve services and efficiency across public and private organizations.  Sometimes not as widely noted, however, is the significant increases in internal controls and process improvements that can also be achieved.  This session will focus on the aspects of shared services that may be overlooked when considering such a model for campuses.  Shared services certainly increase service levels and can cut or avoid costs, they are also very effective at improving processes, effectiveness and internal controls.

  10. Financial and Management Reporting for Top Management
    Speakers: Teresa Costantinidis and Tammy Wallace, University of California, San Francisco
    Come to this session to understand the University of California San Francisco’s approach to providing timely financial information as well as forecast and variance analysis for senior management. UCSF’s internal reports were developed to meet their chancellor’s goal of creating a financially stable enterprise-wide business model. Hear how the data and process analysis came together to fulfill the institution’s reporting objectives. And, learn how these reports help drive business decisions: evaluating performance, assessing financial condition, planning for the short and long term, maximizing resources, etc.

  11. Auditing Standards
    Speaker: Joel Black, Mauldin & Jenkins, CPAs, LLC
    The Auditing Standards Board recently completed a redrafting nearly all of the auditing sections in the Codification of Statements on Auditing Standards. Learn how those changes might impact your institution’s upcoming audit and your auditor’s interaction with management and the board. This session will also include a discussion of potential Single Audit changes and their impact on auditees.

  12. NACUBO/APC Update
    Speaker: Sue Menditto, NACUBO, Karen Craig, NACUBO Consultant, Chris Leach, Washburn University
    Hear the latest updates from NACUBO and it's Accounting Principles Council.

Who Should Attend:

  • Accountants
  • Business Officers
  • Controllers
  • Budget Directors
  • Tax Directors
  • VPs of Finance and Administration

General Information

  • Technical requirements: Internet Explorer
  • Length: 7 hours
  • Access: Participants will have access for 90-days


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


Viewing a Program

If you have registered for a NACUBO webcast:

  • Log in to MY NACUBO
  • Click My Distance Learning Programs under the My Professional Development Section
  • Click the name of the webcast you wish to view
  • The webcast will open in a new window

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Software/Browser Requirements

  • Windows XP/Vista/7
  • Windows Media Player 10,11 or 12
  • Adobe Acrobat Reader 7.0 or later
  • Flash Player 10.x

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CPE Information

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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: