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Distance Learning
Distance Learning

VIRTUAL: 2014 Annual Meeting


Access sessions from the 2014 Annual Meeting by registering for this virtual program beginning Monday, August 4, 2014.

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 Seattle you will automatically have access on August 4 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 February 1, 2015.

With generous support from

Video Sessions Available

  1. General Session: Alison Levine. Alison Levine is a history-making polar explorer and mountaineer. She not only served as team captain of the first American Women’s Everest Expedition, but she also climbed the highest peak on each continent and skied to both the North and South Poles—a feat known as the Adventure Grand Slam, which fewer than 40 people in the world have achieved. In addition to conquering some of the most challenging environments in the outdoors, Levine spent more than two decades climbing the corporate ladder working in the pharmaceutical and medical device industry, at Goldman Sachs, and for Arnold Schwarzenegger in his successful bid to become governor of California. Author of On the Edge: The Art of High-Impact Leadership, Levine will discuss the responsibility to lead and provide a framework for scaling whatever peaks you aspire to climb.

  2. Creating Effective Student Financial Literacy Programs. Higher education institutions recognize the need to help their students gain the financial skills necessary to navigate through college and beyond. However, with more students coming from “non-traditional” backgrounds, creating and implementing successful campus-based financial literacy programs has become even more challenging. Hear findings from the most recent FINRA financial literacy surveys and take part in a discussion about how colleges and universities can develop financial literacy programs for a wide variety of student populations.

  3. Surviving and Thriving During Presidential Transitions. Every higher education institution undergoes a presidential transition at some point. By following the journey of a presidential leadership change from its announcement through the search process and the first years of the new leader's tenure, you will be better prepared for this shift. Learn about the CBO’s role in fostering a smooth transition, including how to determine presidential salaries, write contracts, and explore benefit options. Discover how to best interact with the search committee/firm, how to work with the outgoing president, and how to prepare yourself and colleagues for the arrival of the new first family.

  4. Performance Management's Role in State Funding for Higher Education. As state budgets have tightened, public institutions have encountered increased scrutiny from state legislatures responding to concerns regarding the rising cost of higher education. As states look to improve education “outcomes” by adopting performance management metrics, there is debate surrounding the efficacy of using this methodology to dictate funding. Recent commentary from Moody’s has even pointed to the adoption of this approach as a credit consideration in public university ratings. Hear examples of experiences from two institutions and discuss trends in performance management.

  5. Facilities Jeporady: Ask the Right Questions to Get the Right Answers. Managing facilities can be like a game of Jeopardy: every answer comes in the form of a question. Knowing how to ask the right question is essential. Three experienced business officers will participate in a game of “Facilities Jeopardy,” answering questions about how they invest limited capital in new versus aging space; manage facilities costs; and make the case for resources. Audience members will be asked to stump the panel. Find out what business officers should know in terms of data and planning tools to devise solutions to critical facilities issues.

  6. Benchmarking Financial Data for Board Outreach and Education. Providing board members with an understanding of the “big picture” of the financial health of an institution is often a challenge. A simple balance sheet or financial report may not tell the whole story. Examine how a public research university and a state system are using available financial data to highlight financial strengths and weaknesses in concise, easily understandable metrics to educate board members. Learn how to adjust data to show trends as well as peer group comparisons.

  7. Accounting Update for Independent Institutions. The Accounting Principles Council supports NACUBO's technical accounting, professional development and advocacy objectives. This interactive session will explore items of interest to public institutions. Find out what GASB activities will impact higher edcuation. Hear what NACUBO is discussing with GASB.

  8. Leveraging Collaboration to Mitigate Risk. Individuals who work on compliance, internal audit, legal, and risk management help mitigate risk and strengthen the institution. Each collaborator contributes complementary skills, experience, and perspective, but effectiveness depends on a process and policy infrastructure that encourages good coordination, information sharing, and a unified message to the campus community. Explore how to maximize audit, compliance, legal, and risk resources through effective collaboration and learn about coordinating risk analysis and management on behalf of the institution as a whole. Understand why reactive risk management models can be counterproductive and can hinder the long-term achievement of strategic goals.

  9. CBO Retirements Ahead: Are We Ready? Recent data suggest a significant increase in CBO retirements within the next five years, which points to the critical need for senior leaders to develop talented staff who will continue the legacy of the chief business officer profession. Opportunities abound for you and your staff. Are you ready? Is Higher Education Preparing Students for the Economy of the Future? The economy and workforce have changed significantly through increased mobility, globalization, and rapid technological advances. Public debate around the rising cost of higher education is placing new pressures on institutions to innovate and demonstrate their value. Explore a variety of partnerships and programmatic innovations—from workforce development initiatives designed to meet the needs of students and employers to progressive financial aid programs—that are preparing students to enter the modern workplace and contribute to the economy while strengthening their institutions’ strategic position. Discuss methods for engaging internal and external stakeholders in bold new initiatives designed to effect change.

  10. Communicating Financial Information Effectively. The ability to communicate strategic, technical, and financial information to a variety of constituents, persuade them to respond, and even change their behavior are skills that are essential for the successful chief business officer. Sometimes that communication takes place one-on-one; sometimes it takes place before a larger audience. Whether you are communicating with board members, faculty, or staff, the art of communicating complex information is a necessary requirement in today's work environment. Learn a variety of techniques to improve your communication, presentation, and listening skills.

  11. Attorney Perspectives: Enterprise Risk Management in a Time of Innovation. A successful Enterprise Risk Management program requires partnership between the institution’s senior administrators as well as regular dialogue with the board of trustees. Hear general counsels from small, mid-size, and large institutions explain how they have collaborated with business officers to implement ERM on their campuses. Find out what lessons they learned and their obligations to keep the board of trustees informed. Learn how smaller institutions have overcome the challenge of limited resources to implement thriving ERM programs that manage risk while facilitating innovation.

  12. Sustainable Investment: Considering Fiduciary Responsibilities and Proactive Steps. Stakeholder campaigns have been discussing the merits of divestment or investment from business sectors and activities, as well as other approaches to considering sustainable investment within endowments. Hear experts weigh in on the importance of environmental, social, and governance (ESG) issues to investment portfolios. Gain insights into how these issues can be addressed in a manner that maintains (or enhances) long-term investment objectives and responds to stakeholder concerns. Take part in a discussion that uses the recent “Fossil Free” campaign as an example to examine the options available for addressing concerns in the context of fiduciary duty.

  13. Oracle Panel Discussion and Reception — Achieving Institutional Effectiveness Through Data-Driven Decision Making. Many institutions have data, but they lack the ability to pull the data together in a meaningful way that tells a story about their institution. As colleges and universities continuously strive to achieve their missions in the face of increasing cost, competition, and limited resources, complete visibility into the necessary information to make informed decisions becomes imperative. Hear our panelists describe how they are scaling to new heights to use data to drive effective decisionmaking and achieve institutional effectiveness.

  14. Understanding IT Risks: A Primer for CFOs and Finance Professionals Technology enables colleges and universities to achieve greater operational efficiencies, expand and improve services to internal and external stakeholders, and streamline academic delivery. Yet, as technology becomes ever more integral to operations, greater reliance on such technology also comes with greater risks to the institution. Panelists will discuss the most current risks posed by the continuously evolving state of information technology and review potential pitfalls. Technology issues will be presented in a business context for non-technologists where panelists will offer practical, cost-effective strategies to assess and mitigate risk within your institution.

  15. Enrollment Strategies that Maximize ROI and Deliver the Class You Want. Proven strategies that increase enrollment-driven revenue are essential to the fiscal health and continued growth of colleges and universities. Discover effective recruitment techniques that provide strong ROI for every dollar invested, increase net tuition revenue, and allow entering classes to be shaped with precision. Two leaders from Loyola University Maryland will share how these strategies helped them achieve their institution’s enrollment and financial goals. Explore the findings from an annual national survey of 120 institutions that reveal four critical factors that lead to enrollment growth and increased tuition revenue.

  16. Leading the Pack: Generating Revenue Through Campuswide Partnerships. As public funding for colleges and universities continues to decrease, institutions are increasingly looking for ways to subsidize tuition costs. Non-core asset privatization and campuswide partnerships can be a way to generate revenue from untapped sources. These partnerships leverage assets, rights, benefits, and purchasing power across campus but depend on broad agreement on the acceptable level of commercialization and protection of students and the institution’s mission. Walk through the process of identifying and evaluating opportunities, and learn how to align stakeholders and address the challenges involved. Learn how other institutions have succeeded in finding new revenue sources.

  17. Shared Services for Operational Efficiency. Pressure to contain costs and rising tuition have forced institutions to look closely at creative ways to generate savings. One way is using a shared services model (SSM) between different institutions, among campuses within a system, or across departments on a single campus. Shared services in finance, IT, procurement, HR, and other areas have led to cost savings for colleges and universities. Discuss up‐front costs related to implementation and how those costs were overcome, the critical change management component, and best practices for SSM implementation. Explore steps taken to generate the political will necessary to implement successful models on campus.

Who Should Attend:

  • Chief business officers
  • Vice president of administration
  • Chief financial officers
  • Controllers
  • Bursars
  • Risk managers

General Information

  • Technical requirements: high-speed internet
  • CPEs: None
  • Length: Seventeen, 60-75 minute sessions
  • Access: Participants will have access until February 1, 2015


Member Site Registration: $250.00
Non-Member Site Registration: $550.00


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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: