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Events and Programs
Events and Programs

2012 CAO and CFO Partnerships: Building Collaborative Opportunities Together

August 9-10, 2012
Capital Hilton
Washington, DC


Thursday, August 9

8:30 amRegistration and Continental Breakfast
9:00 amWelcome and Introductions

Diana Cordova, American Council On Education
Marta Drake, NACUBO
Pamela Gunter-Smith, Drew University
Richard Helldobler, Shepherd University
Gavin Leach, Northern Michigan University
Hossein Sadid, University of Richmond

9:30 amPlenary: Working Across "Cultures": The CAO-CFO Partnership

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 amBreak
11:15 amFrom 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 pmLunch
1:30 pmCAOs 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 pmBreak
2:30 pmContinued: 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 pmRefreshment Break
3:30 pmBridging 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 pmGroup Debrief
6:30 pmReception and Dinner

Friday, August 10

8:00 amContinental Breakfast
8:30 amEngaging 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 amBreak and Check Out
10:30 amManaging 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 pmLunch
1:00 pmToward 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 pmBreak
2:45 pmPressing 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 pmBringing It All Together
5:00 pmProgram Adjourns

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:

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