2017 Higher Education Accounting Forum
May 7-9, 2017
Live Stream Four Sessions from Austin
If you are unable to travel this year, NACUBO Live! has got you covered. This live broadcast can be streamed directly to your home, office, or mobile device. Find out more.
OverviewThis event for advanced-level accounting and
finance professionals offers the latest information on trends and best
practices in financial accounting and reporting, managerial analysis, and
leadership issues for all types of institutions.
The program features plenary speakers as well as smaller sessions to address
special topics. Roundtable exchanges—broken out by managerial and technical
topics of interest to all types of institutions— allow participants to share
ideas. This forum serves as both an annual update and future outlook where
participants hear and engage in discussions on timely subjects impacting the
higher education community.
In addition to a packed program, there are plenty of chances for networking
with colleagues and speakers during breakouts, meals, and an opening night
Who Should Attend
- Accounting Managers
- Associate Vice Presidents
- Budget Directors
- Chief Financial Officers
- Internal Auditors
What You'll Learn
- Demonstrate an awareness of preferred industry practice
- Recognize how Federal legislative issues will impact the business office
- Collect insights about new accounting guidance on the horizon
No prerequisites and/or advance preparation required.
Participants will be awarded up to 15 CPE credits for this group live event. CPE credits can be earned in the following categories:
Accounting, Accounting (governmental), Business Management & Organization, Finance, Personal Development, Specialized Knowledge and Application, Taxes
FeesMember Standard Registration: $805.00
Non-Member Standard Registration: $980.00
Sunday, May 7
|10:00 AM||Registration Opens|
|1:00 PM||Welcome and Introductions|
|1:10 PM||Proactive Communication to Different Audiences|
|2:15 PM||Washington Update|
|3:15 PM||Refreshment Break|
|3:45 PM||NCAA Update|
|3:45 PM||New to Higher Education Roundtable|
|3:45 PM||Research/Large Institution Roundtable|
|3:45 PM||Small Institution Roundtable|
|5:00 PM||Welcome Reception|
Monday, May 8
|7:00 AM||Continental Breakfast|
|8:00 AM||General Session - Panel on Higher Education Sustainability|
|9:05 AM||Transformational Leadership|
Speaker: Wes Moore, New York Times Best-Selling Author, Social Entrepreneur and Motivational Leader
To Wes Moore, leadership is not about assigning tasks or delegating - it is about inspiring those around you to achieve a greater good, while empowering them to take charge of the tasks at hand. Oftentimes, leaders get too caught up in the details while failing to see the bigger picture: that what makes a good leader is the ability to adapt and evolve, while cultivating employees to become successful and accountable without micromanaging them. In this presentation, Moore shares his personal story - how he overcame adversity and went on to become a highly successful leader in the public sector, private sector, and military - relating it to leadership audiences from all walks of life.
|10:00 AM||Refreshment Break|
|10:20 AM||FASB Update|
|10:20 AM||GASB Update|
|11:30 AM||Implementing FASB Changes|
|11:30 AM||Implementing GASB Changes|
|11:30 AM||Washington Issues Roundtable|
|2:00 PM||Analytics to Predict Student Enrollment, Retention and Success|
|2:00 PM||Big Data for Smaller Institutions: Getting Bang for your Buck in a Smaller Setting|
|2:00 PM||Tax Update|
|3:15 PM||Refreshment Break|
|3:30 PM||Boise State's Journey to the Cloud|
|3:30 PM||Implementing FASB’s NFP Reporting Challenges|
|3:30 PM||Navigating P3s- a discussion of deal structures and the related accounting treatment|
Tuesday, May 9
|7:00 AM||Continental Breakfast|
|8:00 AM||Cyber Security: Concerns and Innovations|
|9:20 AM||An Analysis of Financial Health and Trends in Higher Education|
|9:20 AM||Brown’s Migration to Workday’s Cloud|
|9:20 AM||Effectively Communicating Financial Information|
|10:15 AM||Refreshment Break|
|10:50 AM||Enterprise Risk Management|
Hyatt Regency Austin
Discover the perfect balance between the city's vibrant downtown energy and the resort-like tranquility of Hyatt Regency Austin. Set on the shore of Lady Bird Lake, this ideally located AAA Four Diamond hotel lets you experience the best of this diverse city famous for live music, rock-star dining and innovative ideas.
Visit the Hyatt Regency Austin website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 800.233.1234.
Rates are guaranteed until 4/9/2017, 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.
Beware of Room Block Poachers:This is the practice of companies posing as an agent or representative of an association offering hotel reservation services. They may offer a hotel room at a lower cost, and have an official sounding name such as "Exhibition Housing Management". "Poachers" will immediately charge your credit card, sometimes with a "service fee", and in many cases will not make a reservation. Be advised that this is NOT an official service. No attendee should be contacted about hotel reservations except by NACUBO. If someone outside of NACUBO contacts you, we urge you to ignore them and report them immediately to NACUBO.
President & CEO
United Educators Insurance
SHOW FULL BIO » Janice M. Abraham joined United Educators (UE), education’s own risk management and insurance company, as president and CEO in 1998.Prior to joining UE, Abraham served the higher education community in many roles, including serving as CFO at Whitman College, a board member of NACUBO and WACUBO, and in various senior positions at Cornell University.She currently serves as a Trustee of Whitman College and American University, a director of The Griffith Foundation, on the board of The Institutes and PCI (a financial trade association), and as a member of American University’s School of International Service Dean’s Advisory Council and the AGB Editorial Board.Abraham is the author of the 2013 book, Risk Management: An Accountability Guide for University and College Trustees, published by AGB, which encourages board oversight of enterprise risk management activities at their institution.
Boise State University
SHOW FULL BIO » Suzanne Adams, Controller of Boise State University. Responsibilities include oversight and implementation of initiatives associated with financial reporting, accounting systems, accounts payable, treasury, general ledger accounting, payroll accounting, transactional tax compliance and internal management reporting.
Higher Education Economics Models Project Manager
SHOW FULL BIO » Jacalyn Askin is NACUBO's Senior Fellow for Finance and Campus Management. She joined NACUBO in 2015 to lead the Higher Education Economic Models Project following over thirty years in financial and administrative leadership roles in K-12, community colleges and research institutions. Included among her many responsibilities in these positions were planning and budgeting, accounting and financial analysis, facilities construction and maintenance, and risk and contracts management. Askin has been active on several NACUBO and WACUBO councils, has served on NACUBO’s Planning and Budgeting workshop committee since 2012, and was the 2003 recipient of NACUBO’s Rising Star award. Before taking this role with NACUBO, Jacalyn served most recently as vice president of administrative services at Chandler-Gilbert Community College in Chandler, Arizona.
Director of Research & Technical Activities
Governmental Accounting Standards Board
AVP Finance & University Comptroller
University of Virginia
Vice Chancellor, Finance and Administration
Missouri University of Science and Technology
SHOW FULL BIO » Walter J. Branson, Vice Chancellor for Finance and Administration at Missouri University of Science and Technology, has 24 years of financial and administrative experience in two different university systems. In his current position as the campus Chief Financial Officer, Branson oversees the university’s budgeting, planning, business operations and environmental management functions, as well as the campus’s grounds, maintenance, physical plant operations and university police. Walt has presented at CACUBO and NACUBO and has been a volunteer with CACUBO for many years.
Assistant Special Agent in Charge
Federal Bureau of Investigation
SHOW FULL BIO » Todd M. Carroll is the FBI Assistant Special Agent in Charge of the Chicago Counterintelligence and Cyber Branch. He has served as the Intelligence Operations Branch and Counterterrorism ASAC while in Chicago since 2013. Previously, he served as an Assistant Inspector in the Inspection Division, a Supervisory Special Agent with the Critical Incident Response Group/Rapid Deployment Logistic Unit, and from 2006 to 2011, he was the Supervisory Special Agent over the Cyber program in the Chicago Field Office. Mr. Carroll entered duty with the FBI in 1998, based in Washington Field Office working on Counterterrorism.He earned a Bachelor of Science in Law Enforcement from Western Illinois University and a Master’s of Science in Cyber Security from University of Maryland. He holds three Global Information Assurance Certifications in information and cyber security. He is currently attending Carnegie Melon University’s CISO academy.
Director, Federal Affairs
SHOW FULL BIO » Liz Clark is Director of Federal Affairs for the National Association of College and University Business Officers (NACUBO). Liz has been working to advance the goals and priorities of colleges and universities on Capitol Hill since 1999. She joined NACUBO after spending more than three and a half years leading the State University of New York (SUNY) System Office of Federal Relations in Washington, DC. Liz also served as Director of Federal Relations for Oregon State University and prior to that, she was Assistant Director of Federal Relations at Cornell University, where she was charged with overseeing Cornell University's first Washington, DC-based federal relations office. A native of Liberty, NY, Liz is a graduate of Binghamton University (SUNY) and received a Master’s of Science degree in Policy Analysis and Management from Cornell University.
Supervising Project Manager
Financial Accounting Standards Board
SHOW FULL BIO » Rick Cole is a Supervising Project Manager at the Financial Accounting Standards Board (FASB). In that role, he provides oversight to projects involving not-for-profit organizations (NFPs), consults on other projects affecting NFPs (e.g., Restricted Cash), and participates in some of the FASB’s broader outreach activities. He was the Supervising Project Manager on the FASB’s recent Financial Statements of Not-for-Profit Entities project and also provides staff support for the FASB’s Not-for-Profit Advisory Committee. Prior to joining the FASB, Mr. Cole was the Vice President and Controller at the American Museum of Natural History in New York, where he worked for over seven years, and before that was a senior manager with KPMG LLP, where he worked for over fourteen years and specialized in audits of higher education institutions and other NFPs. Mr. Cole earned a BS and an MBA from Montclair State University. He is a CPA in New York and New Jersey, and is a member of the AICPA and the New York State Society of CPAs.
SHOW FULL BIO » Karen Craig is a consultant providing technical accounting, reporting, finance, and analytical expertise to not-for-profit organizations with a focus on higher education. She has worked with NACUBO on a number of financial accounting and accounting related issues and publications over the past eight years. In addition, Ms. Craig has contributed to several AICPA publications for Not-for-Profit organizations including the most recent Accounting Trends and Techniques, Audit and Accounting Guide, Audit Risk Alert, and course material for the NFP Certificate. From 2002 to 2009, Ms. Craig was an Associate Controller at Stanford University where she was responsible for the overall operations of the Investment Accounting, Financial Reporting, Capital Accounting, Payroll, and Disbursements departments. Among her many responsibilities, she oversaw the completion of the annual audits and preparation of the University’s financial statements and annual report. She also provided business office oversight on several financial accounting, budgeting, and human resource system implementations. Prior to Stanford, Ms. Craig was Controller at a software startup company and a Senior Audit Manager with PricewaterhouseCoopers. Ms. Craig holds a degree in Journalism and an MBA from Cal Poly, San Luis Obispo, California and is a licensed CPA in the state of California. She is a member of the AICPA's Not-for-Profit Entities Expert Panel, the AICPA Not-for-Profit Advisory Council, and is an advisor to NACUBO’s Accounting Principles Council.
Wells Fargo Securities
Associate Vice President, Finance & Administration
Boise State University
Grant Thornton LLP
Associate Controller and Director of Financial Reporting
The Ohio State University
Assistant Professor, Department of Computer Science
University of Chicago
University of Massachusetts University Administration
SHOW FULL BIO » Patricia Filippone, Executive DirectorUniversity of Massachusetts Building AuthorityPatricia Filippone has been Executive Director of the University of Massachusetts Building Authority (UMBA) since February 2014.As Executive Director, Ms. Filippone oversees an ambitious $3.1 billion growth plan that includes the building and renovation of academic and research buildings, dormitories, and athletic facilities on all five UMass campuses.The UMass Building Authority is currently managing more than 40 construction projects that will significantly improve teaching, learning and student life at the University of Massachusetts at Amherst, Boston, Dartmouth, Lowell, and Worcester. Ms. Filippone, works together with UMass President Martin T. Meehan, the Board of Trustees, and the campuses to deliver the most cost-effective, highest quality construction of world class buildings to support the mission of the University.Ms. Filippone joined UMBA in 2012 as Chief Financial Officer and Assistant Secretary-Treasurer. As CFO, she managed all aspects of finance, including controller, treasury, risk management, business systems, and capital planning.Prior to joining UMBA in June 2012, Ms. Filippone served in various positions at The Broad Institute since 2008, including Chief Financial Officer and Assistant Treasurer, Senior Financial Officer and Controller. Previously, she was Director of Allston Finance at Harvard University.Prior to that, Ms. Filippone spent 12 years at the Massachusetts Water Resources Authority where she held various positions including Director of Finance and Chief Financial Officer, Treasurer and Controller. She began her career at Coopers & Lybrand and has been a Certified Public Accountant since 1991. She received a B.S. from Babson College.Ms. Filippone is a member of several professional organizations including the Massachusetts Society of Certified Public Accountants, the Treasurer’s Club of Boston, Financial Executives International, Boston Women in Public Finance and Babson College BASE.###
Campus Strategies, LLC
SHOW FULL BIO » Larry Goldstein is the president of Campus Strategies, LLC—a management consulting firm providing services to colleges and universities as well as organizations serving higher education. He writes and speaks frequently on various subjects related to higher education finance and management. His most recent book, A Guide to College and University Budgeting: Foundations for Institutional Effectiveness, fourth edition, was published by NACUBO. Prior to establishing Campus Strategies in 2001, Larry served as NACUBO’s senior vice president and treasurer. Before joining NACUBO he spent 20 years in financial administration positions on four college campuses. In his last campus position he was the University of Louisville’s chief financial officer. Larry is a certified public accountant and earned a Bachelor of Accountancy degree from Walsh College and a Master of Science degree from the University of Virginia. He is a recipient of NACUBO’s Daniel D. Robinson Award in recognition of his contributions to higher education accounting and financial reporting.
The Ohio State University
SHOW FULL BIO » Joseph R. Irvine is a faculty member of the Fisher College of Business at The Ohio State University, Columbus, Ohio where he teaches Business Law at both the graduate and undergraduate level. He also maintains a private tax practice. Prior to joining the Faculty he was Development and Tax Counsel for the University, where his duties included tax planning and compliance primarily in the areas of unrelated business income and charitable giving as well as resolving conflicts with the IRS and state and local tax agencies. He was an attorney with a multistate law firm prior to joining the University. He also has experience with one of the Big Four accounting firms. He previously served as Chair of the Tax Council of the National Association of College and University Business Officers and is a past co-chair of the Taxation Section of the National Association of College and University Attorneys. He is a member of the Ohio State Bar Association and the AICPA and the former Tax Lead of the Steering Committee for the AICPA Not-For-Profit Industry Conference. He is a recipient of the NACUBO Tax Award and of the Max M. Fisher Faculty Eminence Award. His articles, “Does Exclusivity Create Liability for UBIT?” and “Proposed FICA Regulations Go Far Beyond A Response To Mayo” appeared in the publication Taxation of Exempts. Mr. Irvine is a graduate of Kent State University (BBA, summa cum laude), the University of Cincinnati (MS, taxation) and Duke University Law School (JD, high honors). He is admitted to practice in Ohio and the Federal Court for the Southern District of Ohio. He is also a certified public accountant and a frequent speaker on tax issues.
Senior Advisor for Finance & Administration
University of Chicago
Vice President for Finance & Administration
St. Edward's University
Director, National Higher Education Practice
Grant Thornton LLP
SHOW FULL BIO » Larry Ladd serves in Grant Thornton's national higher education practice. He joined Grant Thornton after working at Harvard University, Duke University, Boston University, and Tufts University. He has served as both an administrator and trustee. At Grant Thornton, he has served over 100 colleges and universities and a growing share of his practice focuses on institutions in financial distress. He publishes and speaks frequently on higher education topics and trends.
Moss Adams LLP
SHOW FULL BIO » Jim Lanzarotta, CPA - Partner with Moss Adams LLPJim has specialized in providing, audit, accounting, and consulting services to governmental entities for over 30 years. He became a partner with Moss Adams in 1994, and is the Firm's State and Local Government National Practice Leader.Currently, he serves as the AICPA representative to the Government Accounting Standards Advisory Council (GASAC) responsible for assisting the GASB with the prioritization of their technical agenda, reviewing all proposed accounting standards, and providing communication to/from the AICPA to the GASB on accounting, reporting, and auditing issues facing governments. Jim is a nationally-recognized and sought-after speaker for organizations such as the AICPA, the Government Finance Officers Association, and several state CPA societies.
Vice President, Business & Finance
Dallas Theological Seminary
SHOW FULL BIO » Dale Larson joined Dallas Theological Seminary in July 2009 and serves as its vice president for Business and Finance/CFO. He is responsible for all financial matters regarding budgets, audit, tax, investments, debt management, and general accounting services. Previously he worked for thirteen years at the University of Dallas as their associate vice president for finance.A graduate of the University of Nebraska in business administration and certified in managerial accounting (CMA), Dale is a member of the Financial Accounting Standards Board (FASB)’s Not-for-Profit Resource Group, which supports the FASB and the Not-for-Profit Advisory Committee. Dale served on NACUBO’s Accounting Principles Council from 2004 to 2010, was chair in 2008, and is a past member of NACUBO’s Tax Council. He has served as a speaker at NACUBO’s Higher Education Accounting Forums and has been on the forum’s planning committee since 2003. He has presented on endowment management and other higher education accounting issues at the 2008 and 2010 AICPA national Not-For-Profit Conference and served on the AICPA Taskforce on Alternative Investments in 2006.Dale was the recipient of NACUBO’s Daniel D. Robinson Award in 2007, which recognizes individual excellence and leadership in the advancement of college and university accounting and reporting.
Vice President for Finance and Treasurer
University of Pennsylvania
Senior Vice President of Administration and Chief Financial Officer
National Collegiate Athletic Association
SHOW FULL BIO » Kathleen T. McNeely – is senior vice president of administration and chief financial officer of the National Collegiate Athletic Association and has served in this role since April 2011. Kathleen’s responsibilities at the NCAA include all financial activity, facility operations, human resources and information technology. Prior to joining the NCAA, Kathleen was the associate vice president and executive director of financial management services, Indiana University. She had been with Indiana University since 1982 in various financial administrative positions. In previous years Kathleen was a member of both NACUBO’s Accounting Principles Council and University Research Council. She is the 2003 recipient of NACUBO’s Daniel D. Robinson award, which recognizes individual excellence and leadership in the advancement of college and university accounting and reporting. In 2011 Kathleen also received the Indiana University Distinguished Service Medal. Kathleen is chair of the Board of Directors for the National Arts Museum of Sport, and treasurer of Indiana Sports Corporation and Datalys. She is also a board member of the Children’s Organ Transplant Association and ArbiterSports. Kathleen holds a B.S. in Finance from the Kelley School of Business and a Masters in Public Administration with a Finance concentration, both from Indiana University.
Financial Accounting Standards Board
SHOW FULL BIO » Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also a member of the International Forum of Accounting Standards Setters’ Working Group on NFP Issues. Mr. Mechanick has also been the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group. Prior to joining the FASB staff in 2006, Mr. Mechanick spent 20 years working in and with the not-for-profit sector, as the CFO of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm’s New York office. From 1992 to 1994, he served as the National Technical Senior Manager for the firm’s Higher Education, Research, and Other Not-for-Profit Organizations (HERON) practice. He is also a past member of the AICPA’s NFP Expert Panel. He received his MBA from Rutgers University and his AB from the University of Chicago.
Vice Pres Finance
National Louis University
SHOW FULL BIO » Marty Mickey is National Louis University's vice president of finacne and has served the University in various roles since 2004. He is responsible for all of the University's financial operations, inlcuding financial reporting, general accounting, budgeting, payroll, accounts payable, purchasing and treasury operations as well as facilities and operations. Marty also worked for 14 years with Wisconsin Central Transportation Corporation and Candian National Railway, holding various roles, including treasurer and U.S. regional controller. He also was an auditor with an international accoujitng firm and speicalized in colleges and regulated industries.
Grant Thornton LLP
SHOW FULL BIO » Dennis J. Morrone, Partner-in-Charge of Grant Thornton LLP’s National Not-for-Profit & Higher Education Audit Practice
Associate Vice President for Finance and Controller
University of Notre Dame
SHOW FULL BIO » Andrew (Drew) M. Paluf, a 1980 Notre Dame graduate, has been controller of the University since January 1997. He was promoted to Associate Vice President for Finance in July 2010. As associate vice president & controller, Mr. Paluf oversees seven University units - accounting & financial services, financial reporting & analysis, research and sponsored programs accounting, payroll, accounts payable, tax, and accounting operations - and is responsible for financial statement preparation and all accounting activities. He is a current board member of the University of Notre Dame in England and is responsible for several leadership teams on campus involving University-wide initiatives. The University of Notre Dame is currently ranked as one of the nation’s top twelve endowed institutions in the country. Prior to returning to his alma mater, Mr. Paluf spent seven years in a variety of finance and corporate development positions with Ferro Corporation, a Cleveland-based manufacturer of specialty materials, including ceramics, chemicals and plastics, for industries worldwide. Before joining Ferro, Mr. Paluf spent two years in corporate development with NACCO Industries and seven years in the Cleveland offices of Ernst & Young, both in their consulting and auditing practices. An accountancy major at Notre Dame, Mr. Paluf earned a masters of business administration degree from Indiana University in 1984 and has been a Certified Public Accountant since 1982. Recently, Mr. Paluf served as an ex-officio member of the American Institute for Certified Public Accountant’s Not for Profit Expert Panel in addition to serving as a member of the National Association of College and University Business Officer’s (“NACUBO”) Accounting Principles Council. Mr. Paluf was recognized by NACUBO as the 2009 Daniel D Robinson Award winner for outstanding individual contributions to the field of College and University Accounting and Operations by his peers.
Assistant Vice President, Budget & Planning
University of Missouri System
SHOW FULL BIO » Cuba Plain, Asst. Vice President Finance, Budget and Planning, has over 34 years of experience with the University of Missouri in financial administration, budgeting and planning. She has in-depth knowledge of the higher education industry as well as has broad knowledge of the University's finance and administrative areas, data systems and policies. She is a member of the University’s senior leadership team and has presented at CACUBO, NACUBO, SCUP, and HEUG over her career. In addition, Cuba has been a long-term active volunteer with CACUBO
Director, Strategic Initiatives
SHOW FULL BIO » Randy Roberson is director, strategic initiatives, at the National Association of College and University Business Officers (NACUBO) in Washington, D.C., where he provides strategic direction, program development expertise, and implementation support for key organizational initiatives. Roberson has been a member of the NACUBO staff since January 2011 and previously served as director, member engagement, and director, constituent programs. Roberson worked from 2002-2011 at the University of Maryland, College Park, most recently as a development officer. From 1997-2002, he worked at his alma mater, Oglethorpe University, in various administrative roles, including assistant to the president. He began his career as a press aide to Georgia Governor Zell Miller, creator of the HOPE Scholarship. Roberson graduated from Oglethorpe with a bachelor’s degree in history and a minor in music. He completed his master’s degree in public management at the University of Maryland’s School of Public Policy.
Executive Director, Tax
Columbia University in the City of New York
SHOW FULL BIO » Ms. Shanahan, an attorney, is the Executive Director, Tax at Columbia University in the City of New York. She advises campus departments on all tax matters. Her work includes advising on international, Federal, and state and local tax issues and ensuring compliance with both US and international information reporting requirements. She is a member of the Tax Council of the National Association of College and University Business Officers, a member of the Washington State Bar Association, and a former Board Member of Washington Women Lawyers. Ms. Shanahan has a BA in International Studies from Manhattanville College, a Master in International Business from Ecole Nationale Des Ponts Et Chausees, a JD from Seattle University School of Law and an LLM in Taxation from the University of Washington.
University of Texas System Administration
SHOW FULL BIO » Jessica serves as Assistant Director at The University of Texas System in the Office of Strategic Initiatives, leading the Research and Reporting team. Prior, Jessica served as IPEDS Team Leader for R&D and Outreach and as acting IPEDS Program Director at the National Center for Education Statistics. She has also served as Director of Research & Policy Analysis at the National Association of College and University Business Officers (NACUBO), and held analyst positions in the institutional research office at the University of Maryland and the Institute for Higher Education Policy (IHEP). Jessica is a member of the AIR Board of Directors and has been an active member of NEAIR, MdAIR and TAIR, serving these organizations in various leadership roles. She received her B.A. in psychology and women’s studies from the College of the Holy Cross and her M.A. in education from Stanford University.
Controller and Director of Financial Operations
University of Michigan
SHOW FULL BIO » Cheryl Soper is the controller and director of financial operations for the University of Michigan. Her responsibilities include financial reporting and the integrity of all underlying accounting records; accounting policy and operations; student financial services; payroll; investment accounting; and cost reimbursement activities including the facilities and administrative rate proposal process. Prior to joining the University of Michigan in 2001, Cheryl was a senior manager at PricewaterhouseCoopers, where she provided accounting and auditing services to a wide variety of education, not-for-profit and other organizations, including SEC companies. Cheryl is a B.B.A. graduate of the University of Michigan, a Certified Public Accountant and a past chair of the National Association of College and University Business Officials (NACUBO) Accounting Principles Council. Cheryl received NACUBO's Daniel D. Robinson Accounting Award in 2010 for her contributions and commitment to the advancement of college and university accounting and financial reporting. In Ann Arbor, Cheryl serves as a board and advisory committee member for local community, arts and cultural organizations.
Associate Vice President
SHOW FULL BIO » Charles Tegen, CPA serves Clemson University as Associate Vice President, Enterprise Risk Management. He has over 35 years’ experience in higher education accounting and financial reporting.Charles serves as the higher education representative on the Governmental Accounting Standards Advisory Council and on the GASB Reexaminiantion Task Force. He has served NACUBO and SACUBO in leadership roles including Chair of the Board of Directors. Charles has been receognized by NACUBO with the Daniel D Robinson Award and the Professional Development Award. He is a frequent speaker at the national and regional meetings and workshops.
Associate Vice Chancellor for Institutional Research & Decision Support
University of Texas System Administration
Director - Higher Education and Nonprofit Group
Associate Vice President
University of Utah
SHOW FULL BIO » Jeffrey J. West, CPA, MBA is the Associate VP - Finance at the University of Utah. He has over 35 years of experience in higher ed finance and administration at four different public institutions. He has worked as a financial analyst, operations supervisor, project leader, systems administrator, associate controller, controller, director, and associate vice president. He has played key roles as team leader, systems designer, project sponsor, and chair of various committees. His current position oversees the functions of accounting, reporting, financial analysis, tax, purchasing, supply management, federal compliance, travel, policy development, debt management, student loans, receivables/payables, and related activities.Mr. West is a long-time contributor to WACUBO professional development courses, having taught both the Basic and Intermediate Accounting courses for several years. He was the main developer and instructor for WACUBO’s annual workshop for Academic & Unit Business Officers. Mr. West has also been actively involved with NACUBO – serving twice on their Accounting Principles Council, and teaching at several forums and workshops. He received NACUBO’s Professional Development Award for 2009. He is the Chair of this year's Program Committee here at HEAF. Mr. West received his B.S. and M.B.A. degrees from Utah State University and is a Certified Public Accountant.
NACUBO Farm Author
NACUBO Consultants and Speakers
SHOW FULL BIO » Mary Spina Wheeler is a NACUBO FARM author and project consultant. She is also the owner of MS Wheeler Financial Services, providing financial and operational services to higher education and other nonprofit organizations. She was prevsiously the Assistant Vice President for Finance at Stevens Institute of Technology, and has also served in financial positions at Cornell University, St. Lawrence University, Skidmore College and the Arizona State University Foundation. Mary is the author of NACUBO's Guide to Unitizing Investment Pools, (Second Edition). She is a past member and chair of the NACUBO Accounting Principles Council, and was the 2012 winner of the Daniel D. Robinson award. She has a B.S. in Accounting from SUNY Oswego and holds a CPA license from New York State.
2017 Higher Education Accounting Forum
May 7-9, 2017
- Member Standard Registration: $805.00
- Non-Member Standard Registration: $980.00
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