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Events and Programs
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2017 Managerial Analysis and Decision Support

November 9-10, 2017
Loews Philadelphia Hotel
Philadelphia, PA

This program has reached capacity, but we encourage you to utilize the waitlist. To place your name on the waitlist, please contact our registrar at 800.462.4916. You will be notified by e-mail if space becomes available. Please see our waitlist policy.

Schedule

Thursday, November 9

7:30 AMRegistration Opens
7:30 AMWelcome Breakfast
9:00 AMOverview of Analysis and Analytics

Speaker(s):
Belva White, Emory University

What is this trend toward data informed decision making all about? Hear how and why the smart use of analytical information is evolving in higher education. A perspective on the use of analytics, model practices, and underlying principles will be reviewed using real campus examples.  
10:15 AMRefreshment Break
10:30 AMApplying a Return on Investment Lens in Higher Education

Speaker(s):
John Coppola, Loyola University Maryland
Kathleen Getz, Loyola University Maryland
Richard Staisloff, rpkGROUP

Achieving student success and a sustainable business model requires a fundamental shift to a return on investment (ROI) lens.  This session will demonstrate tools and approaches for defining and enhancing ROI for academic services, administration, and student success initiatives.  Presenters will review case studies on academic portfolio analysis: linking demand, yield, margin, academic efficiency, and productivity analysis.  Speakers will also highlight an administrative services review and demonstrate the integration of this analysis with effective change management processes.
10:30 AMUsing Data to Drive Performance and Investment

Speaker(s):
Eileen McLoughlin, State University of New York

Internal and external measurement of operational effectiveness is the focus of this session.  National trends and the attention of federal, state, and accreditation organizations on accountability and institutional effectiveness will be touched upon.  Subsequently the session will focus on how to invest limited dollars and create the impact and results needed, while being responsive to both institutional constituents and public stakeholders.  
11:45 AMLunch
1:00 PMLinking Scorecards and Financial Statements to Improve Performance

Speaker(s):
Kevin King, The Ohio State University
James Trzcinski, The Ohio State University

This presentation highlights a model that allows employees to impact their unit's performance and clearly see how they contribute to the organization’s success.  Presenters show how to positively engage managers and staff in creating meaningful financials and scorecards that identify improvement opportunities, train and involve them in using lean six sigma skills to impact real change, and then have them use those same scorecards to monitor the improvements. See how one business unit at The Ohio State University developed and integrated financial reports, operational scorecards, and lean six sigma tools to identify and implement significant cost savings and improve service delivery.
1:00 PMRatio Analysis for Private Institutions

Speaker(s):
Ron Salluzzo, Attain, LLC
Phil Tahey

Presenters will address meaningful balance sheet and income statement analysis for private institutions. Featuring a case study that analyzes a private institution’s financial statements, the utility and implications of various ratios will be presented. The panel will encourage discussion and help attendees understand how institutional decisions drive results as well as how ratios can help direct institutional decisions.  
2:15 PMRatio Analysis for Public Institutions

Speaker(s):
Ron Salluzzo, Attain, LLC
Phil Tahey

Meaningful balance sheet and income statement analysis will feature a case study that analyzes a public institution’s financial statements. The utility and implications of various ratios will be presented. Special attention will also be given to the impact that pension and retirement healthcare liabilities have on the composite financial index, operating budgets, and strategic objectives.
2:15 PMUsing Data Analytics to Inform Decision Making

Speaker(s):
Angela Henderson, Stetson University
Resche Hines, Stetson University

See how “Institutional Research and Effectiveness” partnered with departments across campus to provide a holistic view of data trends. A series of interactive reports were created (using BI Analytics)—displaying data from the institution, college, department, housing, finical aid, faculty, and student, with a variety of measures, including academic outcomes, enrollment, discount rates, transition between majors, and peer benchmarks—and shared with campus users to explore data patterns and correlations. The result: a cultural shift from merely asking questions to using the data and insight to identify pivotal underlying assumptions which in turn informed decisions and new directions.
3:30 PMRefreshment Break
3:45 PMAnalytics, Immersive Classrooms, and Buses

Speaker(s):
J. Michael Gower, Rutgers, The State University of New Jersey New Brunswick Campus
Paul Hammond, Rutgers, The State University of New Jersey New Brunswick Campus

The issue: too many students spend too much time getting to, from, and between their classes. Learn how Rutgers University – New Brunswick—used analytics and advanced learning technology to solve this pervasive campus problem.
3:45 PMBuilding the Right Decision Support Environment

Speaker(s):
Mark Hampton, New York Institute of Technology Main Campus - Old Westbury

Successful entities know how to turn their data into useful information. Hampton covers understanding the operating environment and technology environments, identifying business needs, aligning with strategic objectives, engaging internal stakeholders, embracing change and transparency, addressing data quality and the need for data governance, and tool and process decisions that make sense.  
5:00 PMQ&A SessionGeneral question and answer session to address topics and issues proposed by session participants.
5:30 PMNetworking Reception

Friday, November 10

7:30 AMSchool Spirit Breakfast
8:30 AMData can Change Culture and Inform Decisions

Speaker(s):
Teresa Hardee, Delaware State University

9:45 AMRefreshment and Hotel Check-Out Break
10:15 AMAll Funds Budgeting

Speaker(s):
Andrew Harker, Stanford University

This approach to resource allocation is designed to concentrate on the full magnitude of operating, capital, and restriction complexities.  Process and advantages of this budgeting approach will be presented from the vantage point of two very different institutions. The panel will cover analytical questions and addressing business needs within the context of a model that examines all institutional resources.
10:15 AMUsing Analytics to Drive Strategic Outcomes Through Integrated Resource Decisions

Speaker(s):
Brett Dalton, Clemson University
Katherine Dively, Clemson University

This presentation will demonstrate how to drive strategic outcomes and efficient operations by using robust data-informed analytic tools.  Clemson’s development of a comprehensive resource management suite has allowed senior leadership to effectively manage their resource portfolio with platforms that integrate financial, HR, space, and key academic data and metrics. Examples of both operational resource management tools as well as strategic decision tools will be showcased.  Additionally, implementation strategies, including roles, responsibilities, and organizational structure, that have allowed this initiative to become successful will be discussed.
11:30 AMLunch
12:30 PMBudget Tools Up Close and Personal

Speaker(s):
Andrew Harker, Stanford University

If you want to do budgeting and forecasting in something other than Excel, what are your options?  Harker will spend time evaluating the analytical pros and cons of several budget tools used in higher education.
12:30 PMData Governance Panal

Speaker(s):
J. Michael Gower, Rutgers, The State University of New Jersey New Brunswick Campus
Mark Hampton, New York Institute of Technology Main Campus - Old Westbury
Eileen McLoughlin, State University of New York
Belva White, Emory University

Hear several institutional views around data quality, standards, management, policy, and usage. Panelists explore why data governance is important, practices to consider, and common challenges.  
1:30 PMRefreshment Break
1:45 PMAnalytical Responses to External Pressures

Speaker(s):
Mark Hampton, New York Institute of Technology Main Campus - Old Westbury

What happens when tried-and-true data and methodologies can’t provide institutional decision-makers with the insight they need? This session will address strategic responses to external pressures such as demographic shifts, technological disruption, and pressures to reduce costs and improve quality, and the sources of information that can be used to guide these responses. Specific topics such as declining yields in admissions, growing budget deficits, and alternative tuition structures will be discussed along with analytical responses that use not only traditional institutional data and methodologies, but that also use nontraditional data sources along with predictive analytics, market research, and resource optimization techniques.
3:00 PMWrap Up SessionHave lingering questions from the various presentations?  Want to exchange a few last ideas with a new colleague? Bring your questions, business cards, and contact information to the final wrap up session.
3:30 PMProgram Adjourns

Program Overview

2017 Managerial Analysis and Decision Support
November 9-10, 2017

Fees

  • Member Regular Registration: $895.00
  • Non-Member Regular Registration: $1,520.00

Estimated CPEs:12


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
mail-in registration forms

For further information regarding administrative policies such as refunds, cancellations, and complaints:

1.800.462.4916

Registration Policy

Cancellation Policy


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: www.learningmarket.org.

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