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Distance Learning
Distance Learning

VIRTUAL: 2013 Global Operations Support and Compliance Forum


Access all seven sessions from the 2013 Global Operations Support and Compliance Forum by registering for this self-paced, online program. (Attendees of the in-person program already have access to the program in their My NACUBO account.)

Whether your institution is relatively new to operating outside the U.S. or has a dedicated global operations department, these sessions offer you the opportunity to learn from campus experts, hear the latest developments from international operations professionals all from the comfort of your office.
Want to learn more about international issues facing higher education? Attend the 2014 Global Operations Forum held in Phoenix, AZ from September 30-October 1. 

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 attended the event in St. Louis  you  automatically have access 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  October 1, 2014.

Video Sessions from the 2013 Forum

  1. Building Global Support Infrastructure
    Speaker: Karen Kearney, Stanford University; Joe Levy, Harvard University; Kate Riley, University of Washington
    Panelists from three universities will share their institutional approaches and perspectives on developing internal global compliance and support infrastructure.

  2. The Complexities and Keys to Compliance When Working with Foreign Partners
    Speakers: Sunanda Holmes, Johns Hopkins University; Lisa Woods, KPMG LLP
    A significant amount of federal dollars are awarded to U.S.-based universities, and were spent overseas through foreign sites, partner universities, and international non-governmental organizations. University recipients of federal funds are responsible for monitoring how federal funds are spent overseas and for compliance with foreign laws and regulations that apply to their foreign activities. The presentation will focus on approaches to monitoring foreign sites and sub-recipients, including site visits, agreed-upon procedures, desk-reviews, etc.

  3. Going Global: Navigating the Potential Tax Issues Associated with India
    Speakers: Rob Friz, J.C. Link, Dwarak Narasimhan, PricewaterhouseCoopers L.L.P.; MaryAnn Piccolo, University of Pennsylvania
    The intensified globalization of educational, research and investment activities has increased the need to focus on international compliance. With enhanced U.S. reporting obligations, along with potential foreign compliance obligations, foreign activities are taking on a higher profile. This session will highlight U.S. and certain foreign tax/reporting obligations that can arise from foreign investments, educational programs, and research activities within India. From the campus perspective, strategies on how to gain a better understanding of your institution’s activities abroad will be provided.

  4. Legal, Budgetary and Compliance Issues in Setting Up Operations Abroad
    Speakers: Stephen Kenney, Cornell University; Carrie Nelson, Carnegie Mellon University; Alceste Pappas, Pappas Consulting Group Inc.; Fouad Sayess; Hamad Bin Khalifa University
    What are some of the legal, budgetary, administrative and compliance issues that need to be considered when evaluating unique opportunities to expand overseas? Join us to learn more about key early strategic decisions that will have a positive impact on the likelihood of future success.

  5. Cash Management Challenges and Procurement
    Speakers: Ashley Behrendt, The Ohio State University; Bob Lammey, High Street Partners; Carrie Nelson, Carnegie Mellon University
    Next to the movement of faculty and staff, the movement of cash is the most challenging operational aspect of activities abroad. Financial, legal, safety and other human capital risks are all impacted by the international cash management practices of an institution, such as “cash in a suitcase” , the use of personal bank accounts, cash payments to contractors, and post-transaction reconciliation of receipts. This session will discuss the most common trends and challenges with getting money into foreign countries, and bringing it back, and what role the business officer can play in managing risks. Understand how to identify and reduce risks to your institution and employees, and learn how to develop and implement sound business practices and internal controls.

  6. University Global Support Models: The University of Minnesota Experience & Best Practices
    Speakers: Donald Amundson, Kelly Farmer and Stacey Tsantir, University of Minnesota-Twin Cities
    Large, decentralized universities are increasingly finding the need to establish university-wide global support models to assist in the planning, organization, and maintenance of projects abroad. How do Universities choose what kind of a global support model works best for them? What is the best internal structure? Who are the experts at the University that should be consulted? How do Universities assure internal capacity building? This session will present the process of experienced by the University of Minnesota in establishing its global support model and a discussion of best practices for other Universities.

  7. How to Employ Faculty, Researchers, Administrators and Foreign Locals Overseas
    Speaker: Don Dowling, White & Case LLP; Christopher Goddard, Washington University in St. Louis
    Sponsoring faculties may not have the time, budget or patience to comply with what seem like foreign bureaucratic rules -- but overseas projects can expose the institution to serious legal risk, even criminal penalties. This session offers practical guidance, a toolkit, for how to comply with corporate entity and employment laws in college and universities' overseas programs and initiatives.
  8. Who Should Attend:

    • College and university professionals working in global operations support/international outreach
    • Investment and banking officers
    • Legal/general counsel
    • Risk managers
    • Sponsored projects administration
    • Tax managers

    General Information

    • Technical requirements: high-speed internet
    • CPEs: None
    • Length: 7.5 hours
    • Access: Participants will have access until October 1, 2014


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


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CPE Information

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