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Events and Programs
Events and Programs

2014 Planning and Budgeting Forum

September 22-23, 2014
The Westin Denver Downtown
Denver, CO

Register Now


Monday, September 22

7:30 amRegistration & Continental Breakfast
8:30 amWelcome and Introductions

Craig Becker, Yeshiva University

9:00 amWhat’s Your Ethics IQ?: 5 Principles Smart Business Officers Live By

Bruce Weinstein

What is the relationship between ethics and financial management?  When you return to campus from this meeting, how will you be able to lead more effectively?  In this lively, entertaining, and highly interactive session, Dr. Bruce Weinstein, The Ethics Guy, will show how five simple principles help you bring out the best in others and yourself everywhere you go.  You'll leave with a clearer sense of how to advance the economic viability and business practices of your institution.
10:00 amRefreshment Break
10:15 amEvaluating the Financial Contribution of Academic Programs

Ross Koenig, Rochester Institute of Technology

10:15 amThe Myths and Perils of Looking at Carryforward Balances

Maria Anguiano, University of California, Riverside
Kelly Ratliff, University of California, Davis
Su-Lin Shum, University of California, Davis

11:30 amLunch
1:00 pmData-driven Planning and Budgeting for Net Tuition Revenue

Michael Frandsen, Oberlin College
Kathy Kurz, Scannell & Kurz, Inc.

1:00 pmPerformance Measurements – A Shared-governance Budget Reduction Model

Erin Frew, Colorado State University-Pueblo
Brad Gilbreath, Colorado State University-Pueblo
Bruce Raymond, Colorado State University-Pueblo
Carl Wright, Colorado State University-Pueblo

2:15 pmRefreshment Break
2:30 pmMission Achievement Planning

Gordon Jensen, Metropolitan Community College

2:30 pmStrategic Planning as an Iterative and Integrated Process

Adam Gaynor
Evan Kingsley
Edmund Rutkowski, Pratt Institute

4:00 pmIntegrating Delaware Cost Study Data into the Planning and Budgeting Processes

John Barnshaw, University of Delaware
Michael Cogan, University of Saint Thomas
Christina Teeter, University of Saint Thomas

4:00 pmRetooling Your Financial Reserves

Ben Aase, CliftonLarsonAllen LLP
Deirdre Hodgson, CliftonLarsonAllen LLP
Mathew Prakash, North Dakota State University Main Campus

5:30 pmWelcome Reception

Tuesday, September 23

7:30 amNetworking Breakfast
8:30 amBudgeting and Capital Planning Best Practices

Tanya Hahn, Robert W. Baird & Company Incorporated
Duane Kilty, Indiana Wesleyan University
Wallace Wetherill, BKD, LLP

8:30 amMaximizing Resources for Student Success

Victoria Douglas, Johnson County Community College
Lou Guthrie, Johnson County Community College

9:45 amBreak/Hotel Check-out
10:15 amFrom Conflict to Collaboration: How Going Green Helps Campuses Save, Thrive and Engage

Nancy Pfund, DBL Investors

11:30 amLunch
12:45 pmAssessing Strategic Institutional Objectives at The University of Chicago – Effectively Communicating Financial Strategies to the Board

Paul Castellucci
David Felsenthal, Huron Consulting Group
Wayland Ng, Huron Consulting Group

12:45 pmSuccessful Implementation of Decentralized Budgeting through Strategic Planning in a Limited Time Frame

Kathryn D'Angelo, Temple University
Aimee Heeter, Indiana University
Ken Kaiser, Temple University
Douglas Priest, Indiana University

2:15 pmStrategic Planning for Campus Sustainability

Sally Grans Korsh, NACUBO
John Riley, Arizona State University

2:15 pmThe Accounting of RCM

Andrew Laws, Huron Consulting Group
Craig Woody, University of Denver

3:30 pmProgram Adjourns

Program Overview

2014 Planning and Budgeting Forum
September 22-23, 2014

Fees (Early bird ends 8/25/2014)

  • Member Early Registration: $725.00
  • Non-Member Early Registration: $875.00

Estimated CPEs:12



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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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