Home > Events and Programs > Past Programs
2012 Managerial Analysis and Decision Support
December 6-7, 2012
Hyatt Regency Albuquerque
Albuquerque, NM
Overview
Managerial analysis and decision support is integral to well-run higher education institutions. College and university experts present core concepts and techniques needed to tackle resource allocation, financial management, costing, analysis, communication, and collaboration. Topics such as revenue forecasting, ratios, costing methodologies, budgeting, performance measurement, capital planning, pricing, the operating environment, overhead recovery, and management reporting are addressed. Case studies and group discussions add to the personal relevance of the information.
Who Should Attend
- Accountants
- Budget Managers
- Controllers
- Finance Administrators
- Institutional Researchers
- Planning Managers
What You'll Learn
- Analysis techniques that turn data into information
- Management reporting and related effective communication practices
- Knowledge of managerial analysis and decision support processes in higher education
- An understanding of planning and budgeting concepts and principles
- Experience applying measurement models to programs, departments, and infrastructure
Prerequisites
No prerequisites and/or advance preparation required.
Course Level
Estimated CPEs
Participants will be awarded up to 15 CPE credits. CPE credits can be earned in the following categories:
Management Advisory Services
Schedule
Thursday, December 6
| 8:00 am | Registration and Continental Breakfast |
| 9:00 am | Introductions and Overview Speaker(s): |
| 9:30 am | Resource Management: Overview and the Impact of External Pressures Speaker(s): |
| 10:45 am | Refreshment Break |
| 11:00 am | Budget Tools Up Close and Personal Speaker(s): |
| 11:00 am | Do You Know the Financial Health of Your Institution? Speaker(s): |
| 12:15 pm | Lunch |
| 1:15 pm | How Much Does it Cost? Speaker(s): |
| 2:30 pm | Break |
| 2:35 pm | All Funds Budgeting Speaker(s): |
| 2:35 pm | How Do You Stack Up? Speaker(s): |
| 3:35 pm | Refreshment Break |
| 3:50 pm | Performance Measurement and Data Warehouses Speaker(s): |
| 5:00 pm | Q&A SessionGeneral question and answer session to address topics and issues proposed by session participants. |
| 5:30 pm | Networking Reception |
Friday, December 7
| 7:30 am | Continental Breakfast |
| 8:00 am | A National Perspective on College Costs Speaker(s): |
| 9:20 am | Management Reporting: Effective Practices of Communication Speaker(s): |
| 9:20 am | Revenue Forecasting and Funding Methodologies Speaker(s): |
| 10:35 am | Refreshment/Checkout Break |
| 11:00 am | Developing a Comprehensive Capital Program: From Planning to Operating and Maintaining Facilities Speaker(s): |
| 11:00 am | Forecasting Tuition Revenue: Enrollment Management and Tuition Discounting Speaker(s): |
| 12:00 pm | Lunch |
| 1:00 pm | Moving Beyond Excel: Budget Entry, Monitoring, and Reforecasting Speaker(s): |
| 2:00 pm | Implementing a New Budget Model Speaker(s): |
| 3:00 pm | Wrap 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 pm | Program Adjourns |
Hotel
Hyatt Regency Albuquerque
Visit the Hyatt Regency Albuquerque website for details, including restaurants, amenities, and nearby attractions.
Room Rate
Single: $109.00
Double: $109.00
For reservations, call 505.842.1234.
Rates are guaranteed until 11/8/2012, 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.
Speakers
Assistant Vice President for Budget & Financial Planning
University of Virginia
Director, Budget Management
Stanford University
SHOW FULL BIO » Andrew Harker has worked at Stanford University for more than 20 years, where he currently is serving as Director of Budget Management in the University Budget Office. He has resposibility for oversight and management of the institution’s $4.5 billion consolidated budget, encompassing teaching, research, administration, auxiliary operations, and interaction with the two teaching hospitals that are part of the organization. Using a suite of Oracle systems, Dr. Harker has led the effort at Stanford to improve budgeting, finandial management and analysis, and collaboration across the university on financial issues. Dr. Harker received his BA in Social Sciences from Swarthmore College, his MA in Higher Education Administration from New York University, and his Ed.D. in Higher Education Administration from the Executive Doctorate program in the Graduate School of Education at the University of Pennsylvania. In his dissertation, he studied the presentation of university financial information to board members and senior administrators, and how the form of presentation influences their decision processes, a topic of great concern to Stanford. Andrew is also Principal with Ralph Harker Associates, a consulting company specializing in higher education financial information systems, with a focus on budgeting, forecasting, management, and reporting.
Managing Director
AIR
Director of Financial Planning & Budget
Rensselaer Polytechnic Institute
Director, Accounting Policy
NACUBO
Vice President, Finance & Business and Treasurer
The College of Wooster
SHOW FULL BIO » Laurie L. Stickelmaier has been Vice President for Finance and Administration/Treasurer at The College of Wooster since March 2009. Prior to that appointment she served as Vice President for Finance and Administration at Saint Mary’s College at Notre Dame, Indiana for 5 years. From January 2000 to June 2004, Laurie was Vice President for Business and Finance at St. Mary’s College of Maryland, a public liberal arts college. From 1997 to 2000, she served as Chief Financial Officer for Rotary International and The Rotary Foundation of Rotary International in Evanston, Illinois. She came to Rotary after completing over nine years at Bradley University in Illinois, starting as bursar and leaving as controller. Overall, Laurie has served over 30 years in various financial, administrative and facilities management and construction roles. Laurie holds a bachelors degree in Management and Accounting from the University of Illinois and a master’s degree in Accountancy from Bradley University, and she is a Certified Public Accountant (inactive). She is married to Rich Stickelmaier and together they have 7 children, 9 grandchildren, 5 great-grandchildren and pets Rosie, the beloved Yorkie, and Molly, the kitty.
Comptroller
Clemson University
SHOW FULL BIO » Charles Tegen is Comptroller at Clemson University. He is a certified public accountant with over 30 years experience in positions related to higher education and governmental accounting and financial reporting. His current responsibilities include the accounting, treasury and financial reporting areas at Clemson University He has served as a member of the NACUBO Accounting Principles Council, serving as chair in 2002. He is a recipient of NACUBO’s Daniel D. Robinson award, which recognizes individual excellence and leadership in the advancement of college and university accounting and reporting. Charles has been a speaker at NACUBO and the regional associations, Government Finance Officers and the Association for Institutional Research professional development programs. Charles currently serves as the Chair for the NACUBO Board of Directors.
Program Overview
2012 Managerial Analysis and Decision Support
December 6-7, 2012
Estimated CPEs:15
Payment Options
For online registration NACUBO only accepts Visa, Mastercard, American Express, and Diners Club
To pay by check or purchase order
please use our
mail-in registration forms
For further assistance contact
Customer Support:
1.800.462.4916
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.
