2012 CAO and CFO Partnerships: Building Collaborative Opportunities Together

August 9-10, 2012
Capital Hilton
Washington, DC

Overview

At no time has the relationship between the chief academic officer (CAO) and the chief financial officer (CFO) 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, ACE and the National Association of College and University Business Officers (NACUBO) bring together CAOs and CFOs 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 CFOs and CAOs and between CAOs-CFOs 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.

Team Registration
This program is designed to foster the relationship between the chief academic officer (CAO) and the chief financial officer (CFO) – 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 the additional registrant from the same institution or organization will receive a $200 discount.

Please click here for a schedule of events.

ACE and NACUBO are grateful to Lumina Foundation and Huron Education for their support of this program.

Who Should Attend

Chief Academic Officers
Chief Business Officers
Chief Financial Officers
Provosts

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

Prerequisites

No prerequisites and/or advance preparation required.

Course Level

Advanced

Estimated CPEs

Participants will be awarded up to 15 CPE credits. CPE credits can be earned in the following categories:

Business Management and Organization and Communications

Schedule

Hide Details

Thursday, August 9

8:30 am	Registration and Continental Breakfast
9:00 am	Welcome and Introductions Speaker(s): Diana Cordova, American Council On Education Marta Perez Drake, NACUBO Pamela Gunter-Smith, Drew University Richard Helldobler, Shepherd University Gavin Leach, Northern Michigan University Hossein Sadid, University of Richmond
9:30 am	Plenary: Working Across "Cultures": The CAO-CFO Partnership Speaker(s): Scott Jaschik, Inside Higher Ed Doug Lederman, Inside Higher Ed At no time in the recent history of higher education has the relationship between the CAO and the CFO 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	Break
11:15 am	From Where We Sit: The Challenges and Opportunities of Collaborative Partnerships: Institutional ContextsSmall group discussions of the challenges and opportunities individual institutions face and how they envision an effective their individual work and the CAO/CFO alliance.
12:30 pm	Lunch
1:30 pm	CAOs are from Venus and CFOs are from Mars (or is it the reverse?)(Small Group Discussions) In separate groups, CAOs and CFOs explore their perceptions of each other and that the others have of them
2:15 pm	Break
2:30 pm	Continued: CAOs are from Venus and CFOs are from Mars (or is it the reverse?)(Small Group Discussions) In this session the groups will switch rooms and review what their counterparts said about them.
3:15 pm	Refreshment Break
3:30 pm	Bridging Perspectives: Developing Dynamic Relationships(Small Group Discussions) CFOs and CAOs will review and discuss higher education case studies developed for institutional leaders. Participants will divide into small groups, share approaches, question assumptions and apply what they have learned so far to collectively explore solutions that can then be applied to actual situations back at their home campus.
4:45 pm	Group Debrief
6:30 pm	Reception and Dinner

Friday, August 10

8:00 am	Continental Breakfast
8:30 am	Engaging Intellectually: Enhancing Academic Productivity Through the Use of Disruptive Innovations: What are the Implications?The challenges CAOs and CFOs encounter go well beyond their relationship and dynamics. They are created by organizational, cabinet, and leadership challenges (and opportunities). To provide leaders with key insights on the challenges they face, we have identified three outstanding readings on the topic of academic productivity. This session will provide focused discussions on each of the three pieces identified.
10:00 am	Break and Check Out
10:30 am	Managing Up: Aligning Styles, Strengths, Preferences with Your PresidentThe ability of the CFO and the CAO to work effectively together and be effective leaders individually is strongly tied to their relationships with the president and how they work well together (or do not work well together). This session will focus on lessons and insights related to “managing your boss.”
12:00 pm	Lunch
1:00 pm	Toward a Collaborative Agenda(Small working groups of teams) Finding opportunities where academic and administrative units can work better together is the focus of the “CAO-CFO Opportunity Cycle” which provides a framework for CFOs and CAOs to partner more effectively. Participants will discuss key components of an effective partnership and be asked to reflect, react and advise on the framework.
2:30 pm	Break
2:45 pm	Pressing Problems CFOs and CAOs must constantly make difficult choices among competing plausible options, and often without exhaustive information and solve difficult, pressing problems. This session will focus on the top issues identified by participants and identify key lessons and insights as well as specific tactics for action. · What is the problem or challenge? What is the context that shapes the challenge? · What is clear and unclear about the problem or context that will influence the potential strategies? · What strategies do others suggest that might work? What strategies should best be avoided?
4:30 pm	Bringing It All Together
5:00 pm	Program Adjourns

Speakers

Diana Cordova
Assistant Vice President, Leadership Programs
American Council On Education
SHOW FULL BIO » DIANA I. CÓRDOVA Assistant Vice President for Leadership Programs American Council on Education Diana I. Córdova is assistant vice president for leadership programs at the American Council on Education (ACE). In this capacity, she oversees all programs and initiatives conducted by the executive leadership, emerging leaders, and inclusive excellence groups. She was an integral member of the senior leadership team that worked on the visioning and design of a new organizational structure for the Leadership Programs unit at ACE and has worked collaboratively with colleagues across the Council to fully implement the new structure. Prior to her appointment as assistant vice president in 2011, Córdova served as the Director of the Center for Advancement of Racial and Ethnic Equity (CAREE) at ACE from 2005-2011 and as the Interim Director of the Office of Women in Higher Education from 2010-2011. She has designed and/or facilitated a wide range of ACE leadership programs including the Institute for New Presidents, Institute for New Chief Academic Officers, the Advancing to the Presidency Workshop as well as National and Regional Leadership Forums for Women Administrators. Cordova has also provided oversight to the ACE Women’s Network and works in close collaboration with the Network Executive Council to provide guidance to the state networks. She is a frequent presenter at state network conferences and events. Córdova played a lead role in the launch of ACE’s Spectrum Initiative: Advancing Diversity in the College Presidency and is co-author of the Minorities in Higher Education 22nd Annual Status Report and of Broadening the Leadership Spectrum: Advancing Diversity in the American College Presidency. She also assisted in the development of Preparing Leaders for the Future, an online toolkit for developing administrators in higher education. The toolkit can be accessed at: www.acenet.edu/leadershiptoolkit. Before joining ACE, Córdova served as the acting associate commissioner of the National Center for Education Research, Institute of Education Sciences, U.S. Department of Education where she administered several multi-million dollar discretionary research grant programs focusing on improving K-12 education. From 1994 to 2003, Córdova was a member of the psychology department faculty at Yale University, where she received the 1999 Lex Hixon Prize for Teaching Excellence in the Social Sciences. In addition, she served as director of unde

Marta Perez Drake
Vice President, Professional Development
NACUBO

Pamela Gunter-Smith
Provost and Academic Vice President
Drew University
SHOW FULL BIO » Pamela Gunter-Smith joined Drew University July 1, 2006 as Provost and Academic Vice President. In this role she serves as chief academic officer with overall responsibility for academic programs and academic support in the university’s three schools- the College of Liberal Arts, the Theological School, and the Caspersen School of Graduate Studies. Her most recent work focuses on strategic planning and assessment and promotion and tenure policies. Prior to this appointment, she served as the Porter Professor of Physiology at Spelman College from 1992-2006. At Spelman, Gunter-Smith chaired the Biology Department (1992-2002) and was the Associate Provost for Science and Mathematics (2002-2003). She also served as the Program Director for Spelman’s NIH sponsored Center for Biomedical and Behavioral Research (2002-2003) and Spelman’s Howard Hughes Medical Institute Program (1993-2002). Gunter-Smith has also held academic appointments at the George Washington University (Washington, DC) and the Uniformed Services University of the Health Sciences (Bethesda, MD). Before joining Spelman (1981-1992), Gunter-Smith was a research scientist and science administrator at the Armed Forces Radiobiology Research Institute in Bethesda, MD. Gunter-Smith has served on numerous national committees that address science education, the underrepresentation of minorities in science, and health disparities. More recently, she serves on the Board of Directors of the William Townsend Porter Foundation and the Higher Education Resource Services (HERS). Gunter-Smith holds a BS in Biology from Spelman College and a PhD in Physiology from Emory University. She conducted postdoctoral studies at the University of Pittsburgh School of Medicine and the University of Texas Health Science Center-Houston. She has published in the areas of gastrointestinal physiology and membrane ion transport. Gunter-Smith is a graduate of the 2001 HERS Summer Institute for Women in Higher Education Administration receiving a Bush-Hewlett Administration Leadership Scholarship. In 2003-2004, she was an American Council on Education Fellow at the University of Miami working with President Donna Shalala.

Richard Helldobler
Professor of Theatre
Shepherd University
SHOW FULL BIO » Dr. Richard Helldobler recenty completed a three year term as the Vice President for Academic Affairs at Shepherd University. He came to Shepherd from California University of Pennsylvania where he served as Chair of the Department of Theatre and Dance, Dean of the College of Liberal Arts and Associate Provost/Associate Vice President for Academic Affairs. At Shepherd working with faculty they redesigned general education, aligned all degree programs at 120 credits and achieved successful accreditations in education and nursing. Among his administrative accomplishments are establishing a university wide faculty mentoring program, a faculty handbook, and revised the faculty evaluation process. Committee chair positions included: Administrative Council, General Education, Institutional Self Evaluation Committee and Department Chairs Forum. His was the founding artistic director for CalRep Pennsylvania a pre-professional summer theatre program and The Mon Valley Ballet Theatre, the resident ballet company at CalU. The Mon Valley Ballet Theatre was the first university company invited by the Minister of Culture to perform at the famed National Opera House in Kiev, Ukraine. Richard has served as a mentor for the Leadership Institute for the Association for Theatre in Higher Education and chairs the association’s task force that will retool the national standards from promotion and tenure for theatre faculty. Richard has remained closely connected to the ACE Fellows Program having served as the co-chair the Professional Development Committee, Secretary of the Executive Board, and as a nominator. He currently serves on the Board of Directors for the Contemporary American Theatre Festival and has served on the board of directors for the Persad Center, Pennsylvania Arts Collaborative, and the Renaissance City Choirs. Research includes articles in the Journal of Dance Medicine and Science and Quick Tips for Civic Engagements with Indiana University Press. Dr. Helldobler holds advanced degrees in theatre from Bowling Green State University and an undergraduate degree in marketing from The University of Toledo.

Scott Jaschik
Editor
Inside Higher Ed

Gavin Leach
Vice President for Finance & Administration and Treasurer
Northern Michigan University
SHOW FULL BIO » R. Gavin Leach Vice President for Finance and Administration Mr. Gavin Leach became Vice President for Finance and Administration at Northern Michigan University on July 1, 2007. Mr. Leach represents the university on several state and national committees including the Michigan Universities Coalition on Health, Inc., Midwestern Higher Education Commission Computing Task Force, the Merit Board of Directors, Northern Initiatives Board of Directors, and Educause. He leads a cross-divisional team that planned and implemented the Teaching, Learning, and Communication notebook computer program and provides ongoing oversight of the program. In addition, he oversees planning and implementation of the university’s campus master plan, computer leasing program, wide area network, administrative computer systems and programmers, facilities operations, auxiliary operations, and the university’s human resource operations. Previously, Mr. Leach served Northern Michigan University as the Associate Vice President for Finance and Planning. In this role Mr. Leach developed and presented university strategies with regard to the annual and long-term planning for NMU’s $178 million budget, state budget requests, legislative hearings, compensation, technology, facilities, auxiliary operations, and financial aid. Prior to joining Northern in 1989, his career included serving as a Senior Tax Analyst for Arthur Andersen & Company and a Senior Tax Analyst at MTS Systems Corporation. He holds a B.S. degree in Accounting and Master’s of Public Administration (MPA) Degree from Northern Michigan University, and a CPA certificate. Detailed Background: Vice President for Finance and Administration (2007-present). Associate Vice President for Finance and Planning, Northern Michigan University (2001-2007); Acting Chief Financial Officer, Northern Michigan University (2003-2004); Budget Director, Northern Michigan University (1993-2000); Senior Financial Analyst, Northern Michigan University (1992); Budget Analyst, Northern Michigan University (1991); Senior Accountant, Northern Michigan University (1989-1990); Senior Tax Analyst, MTS Systems Corporation (1987-1989); Experienced Tax Accountant, Arthur Andersen and Company (1985-1987).

Doug Lederman
Editor
Inside Higher Ed

Hossein Sadid
Vice President for Business & Finance and Treasurer
University of Richmond
SHOW FULL BIO »

Program Overview

CAO and CFO Partnerships: Building Collaborative Opportunities Together
August 9-10, 2012

Estimated CPEs:15

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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: www.learningmarket.org.

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