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Distance Learning
Distance Learning

VIRTUAL: 2015 Annual Meeting

Available on Wednesday, August 5, 2015 9:00AM ET


Access twenty sessions from the 2015 Annual Meeting by registering for this virtual program beginning Wednesday, August 5.

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 attend the conference in Nashville you will automatically have access on August 5 and do not need to register for this event. However, in order to take advantage of the group pricing, someone will need to purchase the virtual event separately to give campus colleagues and staff free access.
All attendees will continue to have access to the content through February 1, 2016.
With generous support from

Video Sessions Available

  1. The Higher Education Ecosystem and the Local Economy
    Speakers: Larry Ferguson, Kentucky Community & Technical College System, Rolando Montonya, Miami Dade College, Brett Sweet, Vanderbilt University, Brian Finch, JP Morgan
    Higher education institutions need to understand, quantify, and communicate their value to effectively recruit students and top faculty, fundraise for key initiatives, make better informed policy and programming decisions, establish corporate partnerships, and foster accountability for how state and federal dollars are spent. Speakers will discuss steps taken by various types of institutions to understand their direct and indirect effects on their local communities and to use the information derived to shape their role.     
  2. Leading with LEED: Why We Certify (Or Not)
    Speakers: Fred Rogers, Carleton College, Wendell Brase, University of CA – Irvine, Rick Carter, LHB, Inc., Kat Wagenschutz, US Green Building Council
    All campuses are concerned with building and maintaining energy efficient buildings. Since 2000, more than 3,000 higher education buildings have implemented U.S. Green Building Council’s LEED (Leadership in Energy & Environmental Design) guidelines to ensure a quality construction process and energy efficient end result. Learn from knowledgeable CFOs and expert consultants who have pursued the LEED designation—as well as implemented other certifications and methodologies—and hear the pros and cons of each.
  3. After the Big Idea: Implementing and Tracking Strategic Financial Plans
    Speakers: Michael Holstein, University of Indianapolis, Rowan Miranda, University of Chicago, Jessica Matsumori, Standard & Poor’s
    The financial crisis led many colleges and universities to refocus on their core strengths and develop bold strategic plans to guide their institutions’ future. How can senior business officers support the implementation of strategic plans with appropriate financial resources? Explore one institution’s framework for tracking and monitoring implementation of its five-year strategic plan and measuring progress. Hear how another institution uses benchmarks and established metrics to keep its long-range plan on track, and learn how one rating agency incorporates strategic plans and their necessary resources into its analyses of higher education credit.
  4. Washington I: Making Sense of Capitol Hill
    Speaker: Liz Clark, NACUBO    
    With a new Congress, President Obama’s second term in its final years, and primaries just around the corner, what is the current state of play in the nation’s capital? Higher education is under intense scrutiny on Capitol Hill and within the Obama administration. Budgetary pressures continue to threaten the availability of both student aid and research funds; at the same time, the Department of Education is exploring a host of new regulations and implementing a new ratings plan. Explore today’s political and economic climate and the road ahead as we move toward reauthorization of the Higher Education Act.
  5. Understanding Changes to NCAA Financial Reporting Requirements
    Speakers: Kathleen McNeely, NCAA, Debra Ladyman, BKD
    NCAA member institutions need to begin preparation for changes that take effect with FY15 reporting. Learn about new requirements that impact revenue and expense definitions and presentation categories, including changes to indirect facilities and administrative support, contributions, NCAA/Conference distributions, athletic facilities debt service, leases and rental fees, conference realignment expenses, athletic facilities debt, and dedicated endowments. Modifications to minimum agreed-upon procedures include materiality evaluation, additional supplemental reporting requirements for large variances, and multiple changes to procedures for both revenues and expenses.
  6.  Collaborating for Impact: The CBO/CAO Partnership in Practice
    Speakers: Kelly Fox, University of Colorado, Boulder, Russ Moore, University of Colorado, Boulder, Howard Teibel, Teibel, Inc.
    A chief business officer has a bird’s eye view of the academic, administrative, and auxiliary functions across campus. Implementing institutional change, however, requires a partnership with the chief academic officer. Hear about the joint project initiated by the University of Colorado at Boulder to bridge the gap between the business officers on the administrative side and the academic business officers—a project that entails breaking down silos between the groups so leaders can make better financial and operational decision that impact the entire campus. Expect an interactive presentation featuring mini-exercises and questions.
  7. Featured Session: Financing Higher Education: Is Innovation the Key?
    Speaker: Stuart Butler, The Brooking’s Institute
    As students and their parents react to rising tuition and debt, higher education is on the verge of a profound transformation that will force reductions in costs for its customers. That transformation will take the form of  “disruptive innovation” driven by technology, information, and new business models. Institutions need to understand this process and urgently adapt to it.         
  9. Featured Session: Lesson from Health Care Transformations
    Speaker: Emme Deland, NY-Presbyterian Hospital
    The healthcare industry has faced many of the challenges higher education leaders are grappling with today: rising costs, waning public support, new and potentially disruptive entrants, and serious questions about quality and value. The speaker, who is responsible for developing the strategic roadmap for one of the nation’s largest and most comprehensive hospitals, will explore the similarities between the two sectors and point to lessons learned in healthcare that can positively shape institutional strategy and practice in higher education.
  10. Featured Session: Mental Health Issues: Reducing Risk for Students and Campuses
    Speaker: Kevin Kruger, NASPA
    With an estimated one in four young adults experiencing a mental health issue ranging from depression to thoughts of suicide colleges and universities are significantly increasing their student support services in this area. Institutions are hiring more social workers, psychologists, and psychiatrists, yet many report an inability to keep up with students’ needs. Explore the impact of mental health issues on campus safety, student retention, student success, and an institution’s budget. Learn about the role business officers can play in helping institutions address the campus mental health needs, particularly in balancing budget. Learn about the role business officers can play in helping institutions address the campus mental health needs, particularly in balancing the needed services with financial and liability concerns.         
  11. Tradeoffs and Pitfalls of Responsibility Management
    Speakers: Larry Ladd, Grant Thronton, Tim Walsh, Duke University, Bonnie Gibson, University Pennsylvania, Anthony L. Rini, Northeastern University
    While acknowledging the benefits of Responsibility Center Management (RCM), an increasingly popular budget model, panelists will examine its challenges, such as maintaining a sense of common university strategy and cohesiveness, offering incentives for inter-unit collaboration, and providing a university-wide infrastructure. In addition, they will discuss the aspects of RCM they find most difficult to overcome, as well as the practices they must sacrifice within an RCM environment.
  12. Maximizing Resources for Student Success
    Speakers: Lou A. Guthrie, Johnson County Community College, Richard L. Staisloff, rpkGROUP, Maria Anguiano, University California, Riverside, Patrick Rossol-Allison, Bill and Melinda Gates Foundation-Postsecondary Success
    Are traditional higher education finance models sufficient for industry transformation? If not, what is needed to significantly improve financial analysis and decision making within higher education? And how can institutions become more strategic? In addition to answering these questions, panelists will discuss how to move colleges beyond incremental budgeting to align budgets with priorities. Hear examples of how activity and cost analysis have played an integral role in increasing student outcomes.

  13. Establishing a Culture of Reporting to Reduce Risk
    Speakers:  Janice Abraham, United Educators Insurance, Pamela Bernard, Duke University, Michael Mulhare, Virginia Tech University
    Without a culture of reporting in place, an educational institution often has students, faculty, and staff who do not understand its policies or even know who to report to. In addition to emphasizing the responsibility for reporting, schools must develop the capacity to proactively respond to incidents and meet ever-increasing compliance burdens. Hear about the risk management aspects of reporting, and discuss how to change perceptions so campus leaders better understand the benefits of increased reporting and the value that a reporting culture brings to an institution.

  14. Sexual Misconduct on Campus: Legal Obligations and Compliance
    Speakers: Audrey Anderson, Vanderbilt University, Stephanie Gold, Hogan Lovells, Cassandra Walsh, Baker Tilly
    A White House task force has issued recommendations and tools to prevent and respond to campus sexual misconduct, and the U.S. Department of Education is actively enforcing Title IX, the landmark civil rights law that prohibits discrimination on the basis of sex in federally assisted educational programs and activities. In addition, the Violence Against Women Reauthorization Act of 2013 has imposed a range of new campus safety requirements pertinent to sexual misconduct. Against this backdrop, speakers will explore conflicting laws and guidance, review federal and state legal requirements, and outline practical steps to comply with myriad requirements.

  15. Tune Up Your Talent
    Speaker:  Tina Woodard, University System of Georgia
    The 30 public colleges and universities within the University System of Georgia encompass more than 312,000 students, 45,000 faculty and staff, and a $7.5 billion budget. Facing the impending retirements of a significant number of chief business officers—and a scarcity of leaders prepared to assume these critical positions—the system created a strategic talent management plan to fill leadership gaps from within, thereby engaging and retaining top talent. The speaker will address how lessons learned by the University System of Georgia can benefit your institution.

  16. Journey to the Modern Campus
    Speaker:  Cole Clark, Oracle Corporation; Stacy Pearson, Boise State University; Diane Goddard, University of Kansas and Erin Gore, Wells Fargo
    Institutions must transform to fuel growth and innovation across campus. During this panel session, campus leaders will discuss how they transformed their institutions by embracing new ways of thinking, new processes, and new cloud technologies. They’ll share strategies for stewarding high-performance cultures, simplifying and standardizing systems and processes to improve operational efficiency, and gaining insight to drive more strategic decision making.

  17. Seeking Alpha on Campus: Energy Efficiency Investing
    Speakers:  Mark Orlowski, Sustainable Endowments, Institute, John Hegman, Agnes Scott College, Tom Nyquist, Princeton University, Jeremy King, Denison University
    Panelists will share first-hand accounts and case studies of investing funding for energy-efficiency projects through self-managed green revolving funds, from starting a fund with minimal investment and getting buy-in from reluctant participants to prioritizing capital projects. Learn about the Billion Dollar Green Challenge, through which 50 institutions have cumulatively committed more than $100 million to energy-efficiency investments, established a self-managed streamlined management structure to create a green revolving fund, and explore use of GRITS 1.0, a web tracking tool for tracking and communicating critical cost data.

  18. CBO Speaks - LIVE BROADCAST: Register Here
    Speakers: Gregg Goldman, University of Arizona, Brian Gutierrez, Texas Christian University, Susan Perkins, Middlesex County College, Betty Roberts, College of New Rochelle
    The role of the chief business officer has evolved into a challenging and exciting position represented by collaborative leaders, critical change agents, and charismatic spokespersons. What does it take to be a CBO at today’s colleges and universities? What leadership challenges do they face? What keeps them going? What makes them tick…or ticks them off?! Hear four thought leaders reflect on the CBO role and what’s in store for the future in this fun, interactive, “TED Talks” format.

  19. Change the Conversation to Address Deferred Maintenance
    Speakers:  Cuba Plain, University of Missouri System, Walter Branson, Missouri University of Science and Technology, Bob Simmons, University of Missouri – Kansas City, James Kadamus, Sightlines
    Higher education campuses all face demands for facilities renewal and deferred maintenance investments at a time of limited financial resources. Because the deferred maintenance backlog is too extensive to be addressed all at once, creating an incremental, strategic plan to address it becomes critical. Explore how to employ data, analysis, and focused communications to strategically plan for success from four perspectives—the national view, a university system, a campus CFO, and campus facility operations.

  20. Engaging Stakeholders in Redesigning the Budget Model
    Speakers:  Alice Brekke, University of North Dakota, Thomas DiLorenzo, University of North Dakota, Andrew Laws, Huron Consulting Group
    When moving from an incremental model to a customized, incentive-based budget, the University of North Dakota (UND) successfully leveraged stakeholder engagement throughout the process. Hear how UND ultimately improved alignment of its evolving mission and strategic priorities, created a stronger and more transparent correlation between decision-making responsibility and the investment of financial resources, deepened understanding of resource availability, and provided incentives for revenue growth.

  21. Two Approaches to Shared Services
    Speakers: Catherine Lilly, University of Michigan – Ann Arbor, Holly Rounds, The University of Memphis
    Shared services can help universities remain competitive while addressing the increased complexity of administrative work within their departments. Engage in a discussion of the challenges associated with implementing a shared services model, including how to manage the change successfully given the multiple stakeholders involved. Speakers will compare and contrast two different strategies and experiences of implementing shared services at their institutions and share lessons learned.

    Who Should Attend:

    • Business officers
    • Controllers
    • Student financial services directors
    • Integrated services staff
    • Student loan managers
    • Bursars
    • Financial advisers
    • Financial aid administrators
    • Risk managers

    General Information

    • Technical requirements: high-speed internet
    • CPEs: None available
    • Length: self-paced, 20 hours
    • Access: Participants will have access until February 1, 2016


Non-Member Site Registration: $550.00


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