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Events and Programs
Events and Programs

2014 Global Operations Forum

September 30-October 1, 2014
Renaissance Phoenix Downtown Hotel
Phoenix, AZ

Register Now


Tuesday, September 30

11:00 amRegistration Opens
1:00 pmWelcome and Introductions
1:10 pmGlobal Activity Data: Who's Doing What Where and How do we Keep Track of it all?

Karen Kearney, Stanford University
Artemis Koch, University of Pennsylvania
Roberta Turri Vise, Boston University

2:40 pmRefreshment Break
2:55 pmCompliance with the New OMB Super-Circular in Federally-Funded International Projects

William Ferreira, Hogan Lovells US LLP
Marjorie Forster, University of Maryland Baltimore
Marta Thompson, Hogan Lovells US LLP

2:55 pmEvaluating your Global Support Project

Stacie Toal, Cannon River Consulting
Katie Van Geem, University of Minnesota-Twin Cities

4:00 pmRecruiting and Retaining Staff for Overseas Campus

Omar Baki, Weill Cornell Medical College
Sunanda Holmes, Weill Cornell Medical College

5:00 pmNetworking Reception

Wednesday, October 1

7:45 amBreakfast
8:15 amCross-Border Payments and Reporting: What Colleges and Universities Need to Know

Roy Deaver, Moss Adams LLP

9:20 amGoing Global: Navigating the Potential Tax Issues Associated with China

David Gilbertson, PricewaterhouseCoopers LLP
Liang Mei, PricewaterhouseCoopers L.L.P.

9:20 amNavigating the Tax and Legal Framework in India as an Education Provider

Hilary Black, University of South Florida
Kapil Dua, Sannam S4
Lakshmi Iyer, Sannam S4

10:20 amRefreshment/Check-out Break
10:45 amCash Management

Carrie Nelson, Carnegie Mellon University
Kaliopi Provencher, Johns Hopkins University

10:45 amGlobal Operational Compliance in Education Abroad

Tom Guinan, University of Notre Dame
Bill Hoye, IES Abroad
Stacey Tsantir, University of Minnesota-Twin Cities

12:00 pmCreation and Integration of Blocker Entity

Julia Hutchinson, Harvard University
Joe O'Regan, Harvard University
Lisa Woods, KPMG LLP

1:00 pmProgram Adjourns

Program Overview

2014 Global Operations Forum
September 30-October 1, 2014

Fees (Early bird ends 8/29/2014)

  • Early Registration Fee: $325.00

Estimated CPEs:8


Payment Options

For online registration NACUBO only accepts Visa, Mastercard, and American Express.

Visa | MasterCard | American Express

To pay by check or purchase order
please use our
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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:

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