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Distance Learning
Distance Learning

VIRTUAL: 2015 Higher Education Accounting Forum

Wednesday, May 13, 2015 9:00AM ET


Tune into the 2015 Higher Education Accounting Forum - Anytime, Anywhere

The VIRTUAL: Higher Education Accounting Forum offers you and your team the opportunity to watch sessions and access presentations from the in-person forum in San Francisco 

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 event in San Francisco you will automatically have access on May 13 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.

Recorded Video Sessions Available

  1. Behind The Headlines
    Speaker:  Lou Mezzina, KPMG LLP
    Colleges and universities, and higher education itself, are in the news daily.  What is driving the stories, what perceptions are created, and how are institutions responding?      
  3. FASB Update
    Speakers:  Rick Cole, Financial Accounting Standards Board,Lawrence Smith, Financial Accounting Standards Board
    Hear about FASB agenda items relevant to higher education.  
  4. GASB Update
    Speakers:  David Bean, Governmental Accounting Standards Board
    Learn about current GASB projects relevant to higher education.
  5. User-Enhanced Online Financial Statements
    Speakers: Robert Kuehler, University of Colorado System Office Paul Niedermuller, CliftonLarsonAllen LLP
    Acclaimed by users as “perfect – just the right information!” – the University of Colorado (CU) went beyond uploading a print publication and translated its financial statements into usable and understandable information online. Hear how an HTML report is produced that forms the foundation for translating the annual report into an interactive format – in plain English – for non-accountants. Presenters also discuss external auditor perspectives and suggestions for participants’ evaluation of their own financial report formats and delivery mechanisms.
  7. Strategic Resource Allocation
    Speaker: Larry Goldstein, Campus Strategies, LLC
    This session describes a proven process for examining all current resource allocations to identify those that are contributing to institutional success. The process, which relies on a comprehensive assessment methodology, also will identify resource commitments that should be discontinued because they no longer meet institutional objectives.  Specific institutional results will be shared for both academic and support activities.
  8. Meeting Needs with Decision Support Data and Tools
    Speakers: Melody Bianchetto, University of Virginia, Judy DiVita, University of Virginia
    Corralling information needed to support decisions about initiatives can be daunting. Hear how the University of Virginia jump started efforts to propel its decision support environment into the 21st century. Discover how to begin and prioritize among a seemingly overwhelming set of needs. Learn how an organization can staff up to move quickly and create a nimble and talented team. Presenters address how a coordinated set of interim steps, quick wins, effective communication, and longer term projects moved the institution forward.
  9. The Future Chief Business Officer
    Speakers: Cynthia Teniente-Matson, Texas A&M University-San Antonio
    Hear a college president and past vice president’s inspiring vision as she describes the future role of the chief business officer. Dr. Teniente-Matson will review observations and outlooks based on personal experience and data gathered from business officers and presidents. Attendees will also learn how to create a personal leadership development road map. 
  11. The Integration of Enterprise Risk Management and Process Improvement
    Speakers: Brett Dalton, Clemson University, Amy Goodin, Clemson University, Lisa Knox, Clemson University
    Increased competition and diminished funding demand that institutions balance resource stewardship and high standards. This balance is enhanced when enterprise risk management (ERM) effectively identifies and mitigates risks while process improvement helps achieve organizational goals. Although many institutions have independent ERM and process improvement programs, Clemson is integrating the two to simultaneously alleviate risks, drive efficiency enhancements, and improve stakeholder satisfaction. Presenters will help the audience understand the connections and benefits of integrating these two organizational practices.  
  13. Continuing the Conversation – CBO Retirements: Are we ready?
    Speakers:  Marta Drake, NACUBO, Cynthia Matson, Texas A&M University-San Antonio
    This facilitated session builds on Dr. Matson’s general session to explore, in greater depth, the future role of the CBO. Recent demographic data highlighting the expected increase in CBO retirements as well as evolving dimensions of the CBO position will be presented. How can you prepare yourself or your staff to take the next step? How can you develop talented staff and create effective succession planning strategies? Opportunities abound….are you ready?  
  15. Telling One Story: Cross-walking the 990 and Financial Statements
    Speaker: Tracy Paglia, Moss Adams LLP
    Do your audited financial statements and Form 990 tell a consistent story about your organization? Where might they differ and why? This session will compare and contrast some potential differences, including expenses and shared costs; treatment of income and change in net assets; agency and fiscal sponsorship; assets with variance power; in-kind contributions; and fund-raising events.                             

Who Should Attend:

  • Business officers
  • Controllers
  • Accountant Managers
  • Budget Directors
  • Associate Vice Presidents
  • Internal Auditors

General Information

  • Technical requirements: high-speed internet
  • Access: Participants will have access until April 1, 2016
  • CPEs - None available


Member Site Registration: $150.00
Non-Member Site Registration: $350.00


Viewing a Program

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Technical Requirements

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: