2014 CAO and CBO Collaborations
August 4-5, 2014
Willard InterContinental Hotel
OverviewAt no time has the relationship between the chief academic officer (CAO) and the chief business officer (CBO) mattered more to the effective leadership of colleges and universities. Together, these individuals must develop a clear strategy and be effective at its execution, seek ways to align priorities and budgets, and innovate. Each requires the other to be effective and advance the institution they serve.
To help better understand and support this important relationship, The American Council on Education (ACE) and the National Association of College and University Business Officers (NACUBO) bring together CAOs and CBOs for an annual two-day meeting to address how to build effective partnerships and to meet current economic challenges.
This action-based workshop focuses on the dynamics between CBOs and CAOs and between CAOs-CBOs and their president, helps them develop a shared action agenda, and find solutions to challenging problems they face individually and collectively.
*Please note that this program is designed for individuals from higher education institutions who report directly to the president of that institution.
This program is designed to foster the relationship between the chief academic officer (CAO) and the chief business officer (CBO) – and we encourage you to register together. Register both individuals from the same institution or organization and receive a team discount! Pay full price for one registrant and additional registrants from the same institution or organization will receive a $200 discount.
Who Should Attend
- Chief Academic Officers
- Chief Business Officers
- Chief Financial Officers
What You'll Learn
- To recognize challenges that interfere with effective engagement
- To identify strategies that build relationships and improve goal achievement at higher education institutions
- To employ approaches that encourage strategic communication
PrerequisitesThis program brings together higher education CFOs and CBOs for an annual two-day meeting to address how to build effective partnerships and to meet current economic challenges.
Participants will be awarded up to 15 CPE credits. CPE credits can be earned in the following categories:
Business Management and Organization, Communications
FeesEarly Registration: $900.00
(Early bird ends 6/1/2014)
Monday, August 4
|8:00 am||Registration and Continental Breakfast|
|8:30 am||Welcome and Introductions|
|9:30 am||Working Across Cultures|
At no time in the recent history of higher education has the relationship between the CAO and the CBO mattered more. However, they often come from different backgrounds, have different experiences, and have different understandings of the levers and limits of their jobs. As a result, they find themselves face to face trying to bridge different cultures. This session frames these challenges.
|11:00 am||Student Success and the Roles of CAOs and CBOs|
The imperative for focusing institutional activity on student success is examined. Insights about the critical roles CAOs and CBOs can and should play in student success are discussed, and methods for collaborating on initiatives are shared.
|1:30 pm||An Engaged CAO and CBO on How They Collaboratively Moved the Needle in Student Retention and Graduation|
Colleges and universities are holistically and aggressively scrutinizing administrative infrastructure to improve student success. For such an effort to be successful, however, everything on a college campus must be open to scrutiny and everyone willing to change. This presents a huge leadership challenge: clearly outlining standards, communicating goals, allaying fears, and maintaining support at all levels, while always keeping eyes on what can be accomplished. This session engages participants in a discussion of these activities and practices for achieving success.
|3:30 pm||How the Other Half Lives|
In separate groups, CAOs and CBOs explore their perceptions of each other as well as the perceptions that others have of them. Groups visit the opposing room to see perceptions others have of their role and discuss implications.
Tuesday, August 5
|8:00 am||Continental Breakfast|
|8:30 am||Working Together Effectively Across the Campus|
The ability of the CBO and CAO to work together effectively and as effective leaders individually is strongly tied to their relationships with the president and how well they work together. This session will focus on lessons learned and insights related to “managing your boss.”
|10:30 am||Strategic Investment Opportunities: Elevating Institutional Success through High-Quality Programs|
The health care industry has faced many of the challenges higher education leaders are grappling with today. These include rising costs, waning public support, new and potentially disruptive entrants, and serious questions about quality and value. This session explores the similarities between the two sectors and points to lessons learned in health care that can positively shape institutional strategy and practice.
|1:00 pm||Using Data to Improve Institutional Practices and Policies for Student Success|
Institutional leaders increasingly are using data to inform campus decisions about policies and practices that impact student success. How can leaders use data to target the right interventions for the right students in the right amounts? This session will question the value of mandatory programs and look at myths like the value of liberal withdrawal policies. What institutions do greatly impacts what students do – this session encourages leaders to take ownership of their student success outcomes and adopt practices that help them to reach their goals.
|3:30 pm||Wrap Up|
|3:45 pm||Program Adjourns|
Willard InterContinental HotelOften called the Crown Jewel of Pennsylvania Avenue, The Willard InterContinental is conveniently located just one block from the White House. Internationally known as one of the best hotels in Washington D.C., The Willard's unique blend of contemporary luxury, historic charm and sustainable hospitality subtly reflects the spirit of the city. Insiders and newcomers alike will delight in their stay at The Willard.
Visit the Willard InterContinental Hotel website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 202.628.9100.
Rates are guaranteed until 7/7/2014, subject to availability.
Please review our registration policies.
Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.
The Catholic University of America
University of Massachusetts University Administration
SHOW FULL BIO » http://www.massachusetts.edu/po/caretbio.html
Senior Vice President for Administration & Finance
George Mason University
Senior Vice President, Strategy
SHOW FULL BIO » Emme Deland is Senior Vice President for Strategy at NewYork-Presbyterian Hospital (NYPH), the University Hospital of Weill Cornell and Columbia University. Emme is responsible for developing the overall strategic plan for NYPH including both clinical and corporate plans. Her major responsibility over the last couple of years has been developing NYPH’s response to Health Reform and NYPH’s plans regarding Personalized Medicine and Medical Device development. Ms. Deland has spent 30 years in academic centers including NYPH, Mount Sinai Medical Center and the Brigham and Women’s Hospital. Prior to healthcare Ms. Deland was briefly an international banker at Chemical Bank. Ms. Deland is a fellow of the New York Academy of Medicine, a Director of the Kornfeld and Zeitz Foundations, a board member of Planned Parenthood of New York City, Public Health Solutions, American Memorial Hospital in Rheims, the Brooklyn Hospital, and the Library of America and on the Advisory Board of the Mark Morris Dance for PD. Ms. Deland is a Magna Cum Laude graduate of Harvard University with a BA in East Asian studies and earned a Master’s degree in Business Administration from the Joint Program of School of Public Health and Graduate School of Business at Columbia University. Ms. Deland has given over 50 talks and was one of the authors of “A Regional Health Collaborative Formed by NewYork-Presbyterian Aims to Improve the Health of a Largely Hispanic Community” article in Health Affairs (2011) and “Delivering Value: Provider Efforts to Improve the Quality and Reduce the Cost of Health Care” article in The Annual Review of Medicine (2013).
Vice President, Professional Development
University of Massachusetts, Boston
SHOW FULL BIO » J. Keith Motley is the eighth chancellor of the University of Massachusetts Boston. He leads an institution with over 16,000 undergraduate and graduate students, a full-time and part-time faculty of more than 1,000, and a $323million annual budget. In addition to representing UMass Boston locally, nationally, and internationally, Chancellor Motley oversees newly launched and highly ambitious master plan and strategic planning initiatives that reflect the university’s determination to remain true to its origins as a teaching institution while enhancing its standing in research, preparing its students to succeed in a transnational world, graduating significantly greater numbers to meet increasing demand for a well-educated workforce, and similarly growing as a source of knowledge and public service. Prior to his appointment as chancellor, Dr. Motley also served in various roles both on the campus and in the UMass System’s office, following more than 20 years as an administrator for Northeastern University. Dr. Motley holds bachelor’s and master’s degrees from Northeastern University and a Doctor of Philosophy degree from Boston College. He also holds an honorary degree awarded by Northeastern University. He is a graduate of the University of Pittsburgh’s Upward Bound Program. He is married to Angela Motley and is the proud father of Keith Allyn, Kayla Iman, and Jordan Kiara.
Director, Executive Leadership Group
American Council On Education
SHOW FULL BIO » Jim Sirianni is the director of the Executive Leadership Group. He provides leadership and oversight for the design and implementation of all Executive Leadership Group programs for presidents, chief academic officers, and other senior administrators. He tracks patterns that affect institutional strategy and management practices and shares findings with ACE members. Previously Sirianni served as an academic affairs research consultant at The Education Advisory Board where he surfaced insights about the strategic issues chief academic officers and related senior administrators face. His portfolio included responsibility for uncovering best practices in academic affairs, managing a University Leadership Council research team, and presenting findings to clients across the country. Sirianni’s topic areas included academic program review, programmatic cost accounting, and advising. His signature projects leveraged predictive analytics to inform day-to-day practices. As an assistant dean and director of Stanford University’s summer programs earlier in his career, Sirianni oversaw academic offerings for 2,500 matriculated and visiting students during the summer term. His understandings of institutional operations and assessment contributed to a 70% enrollment growth during his tenure. In addition to his work with the summer session programs at Stanford, Sirianni consulted for the Provost’s office on accreditation topics and the Vice Provost for Undergraduate Education on advising and summer bridge program projects. Before joining Stanford, Sirianni served as a researcher at the Carnegie Foundation for the Advancement of Teaching. His research for Carnegie’s Business, Entrepreneurship, and Liberal Learning study resulted in the AAC&U award-winning Rethinking Undergraduate Business Education: Liberal Learning for the Profession. Sirianni earned his bachelor’s degree from Penn State University, followed by master’s degrees in education and sociology and a doctorate in higher education policy from Stanford University (CA). His research has examined diversity on college campuses and the role of assortative mixing in shaping a variety of student outcomes.
Provost, retired, Professor of History
George Mason University
SHOW FULL BIO » Dr. Peter N. Stearns became Provost and Professor of History at George Mason University on January 1, 2000; he was named University Professor in January 2011. He has taught previously at Harvard, the University of Chicago, Rutgers, and Carnegie Mellon; he was educated at Harvard University. During Dr. Stearns' tenure as Provost, George Mason has more than tripled its level of funded research and has tripled its number of doctoral programs. Expanding global partnerships include a growing number of dual degree programs and elaborate connections with students and universities in countries like Brazil, China, Russia, South Korea and Turkey. While under Dr. Stearns’ leadership, George Mason University was awarded the 2006 Andrew Heiskell Award for Innovation in International Education; and in March 2012, George Mason University launched a Global Problem Solving Consortium with several distinguished international partners, for which the University was awarded the Senator Paul Simon Spotlight Award for Campus Internationalization. Recently, he has spearheaded several particularly important initiatives to expand the university’s global presence, namely the establishment of the branch campus in Incheon, Korea, and the collaboration with INTO to increase the number and diversity of students recruited from abroad. Each of these projects is deeply rooted in a desire to increase global understanding, and opportunities for constructive collaboration among different societies. Dr. Stearns has also sought to maintain a creative balance between teaching and research at George Mason, with innovations such as the Center for Teaching and Faculty Excellence, research leaves for junior faculty members, and formal programs for undergraduate research. During his tenure, student retention and graduation rates have steadily improved, along with expansion of honors programs and residence life. Dr. Stearns, who will retire as Provost in June 2014 but maintain a robust faculty schedule, has authored or edited over 125 books, mainly in social history and world history. He has published widely in modern social history, including the history of emotions, and in world history. Representative recent works include Doing Emotions History and Peace in World History. Since 1967 he has served as editor-in-chief of The Journal of Social History.
Association for Institutional Research
SHOW FULL BIO » Dr. Randy L. Swing is Executive Director of the Association for Institutional Research. AIR provides professional development and support for 4,000 members from 1,500 postsecondary institutions on higher education policy and campus decision support. AIR members specialize in using data for planning, managing and operating postsecondary institutions. Dr. Swing is a frequent speaker at national and international conferences and author of books and articles on assessment, institutional research, and student success, especially the first year experience. Prior to joining AIR he held leadership positions at the Policy Center on the First Year of College and Appalachian State University. He holds a Ph.D. from the University of Georgia.
Vice President, Finance and Treasurer
The Catholic University of America
2014 CAO and CBO Collaborations
August 4-5, 2014
Fees (Early bird ends 6/1/2014)
- Early Registration: $900.00
For online registration NACUBO only accepts Visa, Mastercard, and American Express.
To pay by check or purchase order
please use our
mail-in registration forms
For further assistance contact
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: www.learningmarket.org.