2012 Planning and Budgeting Forum
September 24-25, 2012
The Westin Chicago River North
On the waitlist? Consider attending a budgeting webcast on October 30th: Budget Models and Process: Challenges Facing Institutions Today.
Who Should Attend
- Associate Vice Presidents of Finance, Administration, or Budget
- Budget Directors
- Budget Managers
- Chief Financial Officers
- Planning Officers
What You'll Learn
- Strategies to address higher education resource management
- Approaches for using planning and budgeting as an agent for institutional change
- Innovative planning and budgeting methods being practiced at colleges and universities
No prerequisites and/or advance preparation required.
Participants will be awarded up to 12 CPE credits for this group live event. CPE credits can be earned in the following categories:
Finance, Business Management & Organization
Sunday, September 23
|3:00 pm||Registration Open (3 PM - 5 PM)|
Monday, September 24
|8:00 am||Continental Breakfast and Registration Open|
|8:30 am||Financial Leadership in Changing Times|
|10:00 am||Refreshment Break|
|10:15 am||Strategic Budgeting: A Comprehensive Approach|
Higher education is facing economic and competitive pressure like never before. In these tough times, it can be difficult to both manage operations and invest in the future. This session addresses a comprehensive approach to strategic budgeting. Using Notre Dame as a case study, presenters share the processes, structure, and tools that the university used to achieve its mission. Participants will learn how to focus on strategic priorities, build flexibility into their organization, explore alternative funding sources, and better connect the budget with the plan.
|10:15 am||Transitioning to a New Budget Model|
How does an institution move from a historic resource allocation model to one that significantly alters the institutional landscape? Examples of institutions that are developing and implementing new approaches and a more detailed University of Virginia (UVA) case study will be reviewed. UVA used a change process that engaged key stakeholders to better align resources, authority, and accountability with teaching and research activities.
|1:00 pm||Budget Balancing Strategies for Multi-Year Plans|
Higher education institutions continue to face tremendous pressure to keep tuition low and find new ways to reallocate resources to their core academic mission. Poor fiscal planning can force colleges and universities to balance budgets through reactive steps (hiring freezes, purchasing freezes, deferred capital spending and across the board cuts) that seldom produce sustainable budget reductions. This session presents financial planning strategies used by the University of Michigan to promote long‐term fiscal stability that preserves and enhances its academic excellence.
|1:00 pm||Closing the Loop: Joining Academics and Finance|
Streamlining academic program assessment into a process that meets the needs of the provost and CFO can be challenging. Learn how one institution addressed resource allocation gaps in its assessment activities and built a seamless process. This session focuses on how academic and business units can work together to “close the loop” and marry program planning and assessment with organizational planning and budgeting.
|2:15 pm||Refreshment Break|
|2:30 pm||Defining Instructional Costs: Aligning Budget & Curriculum|
Defining instructional costs can better align the budget and curriculum while providing transparency for faculty and administrators. The Dean and administrators at Columbia College engaged faculty to implement a budget process that allocates resources based on curricular needs. Under this model, budget requests must be submitted with a rationale that links expenses to the curriculum. Hear how administrators and faculty collaborated to focus on student learning, identify true instructional costs, and eliminate the worst practices of “rollover” budgeting.
|2:30 pm||New Strategies for Attacking Deferred Maintenance|
National data trends indicate that campus buildings are aging and backlogs are growing. These trends will accelerate as buildings constructed in the 1960’s turn 50, and capital funding from all sources continues to be limited. Faced with fewer capital resources to invest and increasing costs for capital renewal, the University of Massachusetts‐Amherst is taking on these challenges by assessing the condition of all buildings on campus, creating portfolios of projects to help campus leaders set capital funding priorities, and analyzing the trade‐offs between renovating, repurposing or demolishing buildings.
|3:50 pm||Roundtable Discussion: Large Private Institutions|
|3:50 pm||Roundtable Discussion: Public Institutions|
|3:50 pm||Roundtable Discussion: Small Private Institutions|
|3:50 pm||Roundtable Discussion: Community Colleges|
Tuesday, September 25
|8:00 am||Continental Breakfast|
|8:30 AM||Budget Process Transformation: Utilizing a Budget System Implementation to Change Policies|
In December of 2011, the University of Chicago decided to implement Hyperion Planning as its enterprise‐wide budget and planning system. This was a dramatic change across an institution that has long relied on an Excel‐based budgeting process. This session will provide a brief overview of the implementation (which is still underway) and its anticipated benefits. Presenters will also highlight how the implementation provided an opportunity to redesign select budgeting policies, processes, and timelines.
|8:30 am||Building Bridges: The Link Between Strategic Planning and Budgeting|
Creating a strong link between the strategic plan and budget requires unwavering commitment from an institution’s leadership. Processes must be defined, and faculty and staff must be engaged to ensure the most effective use of resources. Presenters discuss how to involve all campus units in this process and key strategies to ensure successful coordination and communication of both the process and the results.
|9:45 am||Refreshment Break/Hotel Check-Out|
|10:15 am||Sustainable Business Models—Big Questions in Need of New Answers|
If the latter is true, we are seriously underprepared; our traditional revenue streams may be permanently diminished while costs continue to escalate. We must think seriously about new business models that enable productive use of resources while not gutting our most valued beliefs about what constitutes quality in learning, discovery, and community and economic engagement.
This session seeks to establish the “big picture” that drives our need to frame new business model solutions and provide some guidelines and ideas for creating future models. The presentation will include a discussion of those functions for which new business models may work best, the pros and cons of some new models being tried, and examples of emerging ideas for reinventing our higher education future. Finally, the speaker will query the audience for new ideas being tried at participant institutions.
|12:45 pm||Continuous Improvement Means Planning: Designing a Balanced Scorecard|
|12:45 pm||From Green Eye Shade to Podium: Building Budget Literacy Amongst Various Constituencies|
This session focuses on the strategies, skills, and tools to communicate budget principles and directions across numerous and fluid stakeholder groups. In an age of increased calls for accountability and financial efficiency, it is more important than ever for budget and business personnel to work effectively with constituents to explain institutional strategic direction, budget principles, and provide insight and transparency about budget development and management.
|2:00 pm||Refreshment Break|
|2:15 pm||Academic Demand Analysis: A Data Model for Resource Allocation Decisions|
Without adequate data analysis models, academic resource allocation decisions can be contentious and fraught with issues. Ouachita Baptist University has created an Academic Cost and Demand Model that is reviewed annually as part of resource allocation decision‐making. The model identifies academic programs that are overfunded or underfunding by a ranking system that is based upon demand and net revenue generation. The presentation will review the model and address its design and implementation.
|2:15 PM||Assessing and Understanding the Financial and Branding Impact of Athletic Programs on Campus|
|3:30 pm||End of Program|
The Westin Chicago River NorthThe Chicago luxury hotel is nestled in the heart of the business and theatre districts, trendy restaurants and art galleries. Guests enjoy scenic views and an ideal location just steps from fabulous shopping on Michigan Avenue and Millennium Park.
Visit the The Westin Chicago River North website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 312.744.1900.
Rates are guaranteed until 9/4/2012, 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.
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.
Vice President, Administration and Treasurer
Provost and Vice President for Academic Affairs
Oregon University System
SHOW FULL BIO » Sona Karentz Andrews is currently the Provost and Vice President for Academic Affairs at Portland State University. In that role she is the chief academic officer of the university. Working with deans and other administrators, the Provost collaborates with the campus and external communities to achieve the academic mission and vision of the University. Academic Affairs is the administrative home for all academic units and is responsible for the institutional academic mission, programming and policy implementation, support programs for academic personnel and students, academic fiscal management. Dr. Andrews completed her undergraduate degree in Geography from Worcester State College in Massachusetts and her Master’s and Ph.D. in Geography from Arizona State University. She has held faculty positions at the University of Minnesota-Twin Cities, University of Wisconsin-Milwaukee, Boise State University, and now at Portland State University. She has held leadership positions in the Provost Office at the University of Wisconsin-Milwaukee; was an American Council on Education Fellow; served as Provost and Vice President for Academic Affairs at Boise State University; and most recently was the Vice Chancellor for Academic Strategies for the Oregon University System.
Vice President of Administrative Services
Chandler-Gilbert Community College
Associate Vice President for Financial Planning
SHOW FULL BIO » Craig Becker is the associate vice president and corporate controller at Yeshiva University where he is responsible for all financial and business matters encompassing budgeting, accounting, treasury, tax, and investment services. He previously served in senior financial management positions at The New School, Seton Hall University, the New York Institute of Technology, Teachers College, Columbia University, and Stevens Institute of Technology. He was a manager in KPMG Peat Marwick’s higher education consulting practice where he provided consulting services to colleges, universities, and nonprofit organizations. Mr. Becker is a certified public accountant and holds master degrees in public administration from the State University of New York at Albany and in accounting from Northeastern University.
Associate Vice President, Finance
SHOW FULL BIO » Michelle Bello is the Associate Vice President of Finance for National University. In her role at National University, she oversees all financial aspects of the University, and the National University System, including accounting practices, budgeting, financial planning, interfacing with the financial community, financial analysis, and monitoring of financial performance. Ms. Bello joined National University in 2004 as the Associate Controller and began her role as Associate Vice President in 2006. Previously, Ms. Bello was an Assurance Director with McGladrey & Pullen. Her public accounting experience includes serving as Engagement Director for all non-profit organization and government clients. Ms. Bello is a Certified Public Accountant and holds a Bachelor of Science degree in Business Administration from San Diego State University.
Associate Vice President for Finance
University of Virginia
SHOW FULL BIO » Melody S. Bianchetto is the Associate Vice President for Finance at the University of Virginia. Her responsibilities include oversight of research administration, financial administration, and student financial services. In addition, she is sponsoring the implementation of a new managerial reporting/decision support environment and is co-sponsoring the effort to transform the financial planning approach at UVa. Prior to 2013, Melody served as the Assistant Vice President for Budgeting and Financial Planning, responsible for the development and budgetary oversight of UVa’s operating and capital budgets. Previously, Melody, a Certified Public Accountant, worked in public accounting with Ernst & Young in Washington, D.C. and at a small Charlottesville firm. She received a B.S. in Commerce from the University of Virginia and an M.B.A. from James Madison University.
SHOW FULL BIO » Kent Chabotar became President and Professor of Political Science at Guilford College in Greensboro, North Carolina in 2002. Previously, Kent was Vice President for Finance and Administration and Treasurer and Senior Lecturer on Government at Bowdoin College. He has spent most of career as a faculty member at the Harvard Graduate School of Education, University of Massachusetts, and Michigan State University. Kent is on the governing boards of the National Association of Independent Colleges and Universities and Community Foundation of Greater Greensboro, and on the appeals committee of the Commission on Colleges of the Southern Association of Colleges and Schools, Recent publications include a book on Strategic Finance for the Association of Governing Boards of Universities and Colleges (2006) and book chapters on financial leadership in Smart Leadership for Higher Education in Difficult Times (2011) and financing change in Transforming Undergraduate Education (2012). Since 2008, Kent has spoken on the economic crisis at conferences and events sponsored by AGB as well as the American Council on Education, Council of Independent Colleges, Southern Association of Colleges and Schools, National Association of Independent Colleges and Universities, TIAA-CREF, College Board, and other higher education and nonprofit organizations. His commentaries on budget decision- making and campus communications in tough economic times have appeared in Inside Higher Ed (2009), Chronicle of Higher Education (2009, 2011), EDUCAUSE Review (2009), Change (2010), Trusteeship (2011), and Business Officer (2012) Kent holds a B.A. degree from Saint Francis University in Pennsylvania and M.P.A. and Ph.D. degrees in Public Administration from the Maxwell School at Syracuse University.
Senior Vice President, Strategic Initiatives & Administrative Services
College of Southern Nevada
Assistant Dean for Budget & Planning
Columbia College Chicago
SHOW FULL BIO » Jessica Davenport joined Columbia College Chicago in 2008 and currently serves as the Assistant Dean for Budget and Planning. As Assistant Dean, Jessica Davenport works with the broad college community to strengthen and further align central administrative and financial functions with the College’s core mission of teaching and learning. Jessica was previously the Director of Budget and Planning for the School of Fine and Performing Arts until 2010. In both positions, she reorganized budgeting and financial processes to ensure optimal allocation and use of resources. Jessica Davenport holds a B.S. in Statistics and Operations Research from the University of Illinois – Chicago.
Chief Information Officer
SHOW FULL BIO » Chris Gill was appointed as Gonzaga University's Chief Information Officer in March, 2007; he has been a member of the Gonzaga University information technology team for more than 20 years. Gill has overseen desktop computer support, the operation of the University's web site and learning management system (Blackboard), and the University's first information technology project management system. In collaboration with the University information technology team, he has managed a range of major technology-related projects including installation of the campus-wide residence hall data network, implementation of Blackboard as the enterprise course management system, installation of the campus’s first enterprise web content management system, the complete replacement of the campus wired data network, and the implementation of a campus-wide wireless network. Gill is active professionally in EDUCAUSE and is a 2005 graduate of the EDUCAUSE Frye Leadership Institute. He is also a member of the Project Management Institute and the Association of Jesuit Colleges and Universities Conference on Information Technology Management (AJCU-CITM). He currently serves as Treasurer for the AJCU-CITM. He is also a at-large member of the Northwest Academic Computing Consortium (NWACC) Executive Committee and a member of the Pacific Northwest GIGAPop Advisory Board. He holds a Bachelors degree from Gonzaga University and a Masters Degree in Technology Management from Washington State University.
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. Larry writes and speaks frequently on various subjects related to higher education finance and management. His most recent book is College and University Budgeting: Foundations for Institutional Effectiveness, published by NACUBO in 2012. Prior to establishing Campus Strategies, LLC, 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, a certified public accountant, 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.
SHOW FULL BIO » Dr. Eileen D. Heveron is Provost of National University, headquartered in San Diego, California, where she oversees six Schools, Registrar, Library, Faculty Center for Excellence in Teaching and Technology, and Academic Services. Eileen has been with National University for nine years, leading its Information Technology unit for five years before becoming Provost in 2009. Eileen has held various positions in college and university administration for over twenty five years, including Registrar, Assistant Dean, Director of Development, Vice President of Information Technology, Provost and Adjunct Professor. In addition, she was employed as a subject matter expert consultant and trainer at a software company that provides ERP software for colleges and universities. Dr. Heveron was also a liaison with state colleges and universities for Virginia’s Center for Innovative Technology Dr. Heveron holds a B.S. degree in Biology from the University of California at Irvine, a M.A. in Management from the University of Redlands, and a Ph.D. in Education from the Claremont Graduate University. She has provided service to the states of Missouri and California as a member of each state’s Board of Examiners for the state level Baldrige Quality Award program, and has also served as a member of the Board of Examiners at the national level for the Malcolm Baldrige National Quality Award program. She has served the Western Association of Schools and Colleges as a team member and assistant team chair.
Associate Vice Chancellor for Facilities & Campus Planning
University of Massachusetts
Assistant Budget Officer
Michigan State University
SHOW FULL BIO » Brent Johnston is currently Senior University Management Analyst at Michigan State University. In this role, he works closely with senior university administrators on budget development, financial modeling, strategic development, facilities planning, decision models, multi-year planning, and campus communications. He has been with Michigan State University for over six years occupying various positions within the Office of Planning and Budgets. Prior to serving at Michigan State University, Brent worked for the University of Denver with responsibilities that included construction accounting, financial project management, debt compliance and management, capital asset accounting, and special projects. Brent received a B.A. from Michigan State University and an M.S. in Accountancy from the University of Denver. Additionally, Brent is currently pursuing a PhD in Higher, Adult, and Lifelong Education from Michigan State University. His research interests focus on institutional financial health, financial strategies and decision making.
Eva Klein & Associates
Associate Vice President for Finance
University of Notre Dame
SHOW FULL BIO » Linda Kroll is a C.P.A. and Associate Vice President for Finance for the University of Notre Dame in South Bend, IN. In her current role, Linda oversees all of the budget planning and financial planning activities for the University’s $1.4 billion operating budget including, multi-year budget development and analysis, strategic financial analysis and modeling, forecasting and cost/benefit analysis for new and existing University projects as well as monitoring year-to-date budget performance. Linda has been at Notre Dame for 14 years. Prior to joining the University, Linda worked in public accounting for Crowe, Chizek and Company in South Bend, IN. During her four years with Crowe Chizek, Linda had responsibility for approximately 45 audit, tax and consulting clients, with roughly half of those clients in the higher education and non-profit sectors. Linda obtained Master of Accountancy and Bachelor of Science in Accounting degrees both from Manchester College in North Manchester, IN and is a graduate of the Harvard University Institute for Leadership and Management in Higher Education. Linda also serves on several non-profit boards, including the Logan Center and Early Childhood Development Center, both in South Bend. In addition to her professional roles, Linda has been married to her husband Doug for over 16 years. Doug and Linda are the very proud parents of Evan, 10, and Megan, 8.
Assistant Director, University Budgeting & Financial Planning
University of Notre Dame
SHOW FULL BIO » Missy Little joined the University of Notre Dame this past February as the Assistant Director for the Office of Budgeting and Financial Planning. She is responsible for the day-to-day management of the operational administration of the University’s budget and oversight for the training and campus support of the budgeting tools and processes. Prior to joining the University, Missy managed mergers and acquisitions and other firm-wide initiatives as the Associate Director for the Project Management Office of Crowe Horwath LLP. She also has previous experience as the Manager of Audit & Advisory Services at the University of Notre Dame and spent several years servicing banking, manufacturing and not-for-profit clients for PricewaterhouseCoopers LLP. Missy received a B.S. degree in accounting from Indiana University South Bend and holds a license as a Project Management Professional and a Certified Public Accountant. Missy and her husband, Jason, enjoy traveling and attending sporting events with their three daughters, Sydney (8), Taylor (7), and Macy (4).
Executive Vice President
SHOW FULL BIO » Earl F. Martin serves Gonzaga University as its inaugural Executive Vice President. His career in higher education has taken him from faculty member to his current position, with service as an academic vice president, dean and associate dean in the intervening years. As Executive Vice President, Mr. Martin is responsible for leading the university’s strategic planning efforts and managing a wide span of the institution’s operations. He also engages in major gift development in support of institutional priorities.
Associate Vice President, Finance
University of Michigan
SHOW FULL BIO » Rowan Miranda is Associate Vice President (AVP) for Finance at the University of Michigan. He is also an Adjunct Professor teaching budgeting in the Ford School of Public Policy and corporate finance in the Michigan Law School. As AVP for Finance, he is responsible for the oversight of the university's central financial functions (accounts payable, accounts receivable, procurement, accounting, payroll and sponsored programs), the external audited financial statements, financial analysis, internal controls, tax management, and treasury functions including cash, debt and risk management. He is also leading the University’s administrative service transformation program. He reports to the University’s Executive Vice-President & Chief Financial Officer. For over 20 years, Miranda has served as both a practitioner and an academic working on issues related to public sector financial management and service delivery. Formerly an Executive Partner at Accenture, he has served as a consultant to nearly 150 public service organizations. He has also held roles as budget director and CFO in city and county government. Rowan holds a Ph.D. in Public Policy Analysis from the University of Chicago. He has served on the faculty of University of Illinois at Chicago, University of Pittsburgh, Carnegie-Mellon University and the University of Chicago. He has also published on a broad range of topics including public budgeting, taxation, economic development finance transformation, privatization and ERP systems.
Associate Provost and University Budget Director
University of Chicago
SHOW FULL BIO » David Murphy joined the University in 2010 and serves as the Associate Provost and University Budget Director. He has overall responsibility for the development of and monitoring of the University operating and capital budgets. Management of the long range financial model will transition to the University Budget Office in 2012. Murphy has nearly twenty years of higher education budgetary experience. From 1992 to 1995 he served as Assistant Budget Director at Brown University. Murphy then joined Harvard University where he worked from 1995 to 2004, rising to the position of Assistant Dean of Finance in the Faculty of Arts and Science. Previous to joining the University, he held the position of University Budget Director at the University of Massachusetts flagship Amherst campus from 2004 to 2010. Murphy began his career at Boston University where he worked in a variety of positions in Alumni Relations and Development. In addition, Murphy worked four years as a senior financial analyst at the Massachusetts Water Resources Authority. Murphy received a Bachelor of Arts in English from Fairfield University and a Master of Business Administration from Boston University.
Dean, School of Fine & Perfoming Arts
Columbia College Chicago
SHOW FULL BIO » Eliza Nichols is currently Professor of French in the Department of History, Humanities and Social Sciences at Columbia College Chicago. She served as Dean of the School of Fine and Performing Arts at Columbia College from 2007-2012. Before joining Columbia, Nichols served as Vice Provost for The New School in New York City. Prior to The New School Nichols held a faculty position in the department of Modern Languages and Literatures and the African Studies program at The College of William and Mary in Virginia where she helped create interdisciplinary programs in Literary and Cultural Studies and taught courses in Women’s Studies and Film Studies. Dr. Nichols has also taught French at Yale University. Nichols holds a doctorate in French from Yale University. Her major area of research focuses on Francophone African literature and cinema and their relationship to West African verbal and performing arts.
Vice President, Finance & Administration
Boise State University
SHOW FULL BIO » As Vice President of Finance and Administration at Boise State University, Stacy oversees the University's financial and administrative operations from budget and planning to information technology. During her tenure, Stacy has supervised the development of the University’s Master Plan in order to advance the strategic vision of the University and leverage funding for new facilities. She has also revamped nearly all of BSU’s financial systems to allow for improved delivery of services, leading to Boise State University's national recognition as a leader in utilizing PeopleSoft student administration, human resources and financial systems software. Stacy also teamed up with the past Provost to develop a multiyear resource planning and prioritization process to assist divisions and colleges in their operations and activities, including development, communication, execution, and monitoring of budgets. Stacy has spent a significant amount of time functioning as a key representative for external relations with the University’s Governing Board, State Legislature and Governor’s office, the University’s Foundation, Alumni and Athletics Associations and other affiliated organizations. She has worked diligently to develop key partnerships to pursue joint programs, grants and administrative consortiums to further the regional mission of the University for mutual benefit. Prior to joining the Boise State leadership team, Stacy worked at Oregon University as Director, Internal Audit Division; Idaho State Board of Education serving as Internal Auditor; the State of Alaska, as Internal Auditor/Financial Analyst; and Boise Cascade Corporation as Senior Auditor. Stacy served as Associate Vice President for Finance and Administration at Boise State for eight years prior to her appointment to the VPFA position in August 2004. Stacy has received numerous honors and awards, including the 2003 Financial Executive of the Year, awarded by the Pacific NW Council of the Institute of Management Accountants and Robert Half International; the Tribute to Women in Industry Award from the Women’s and Children’s Association; the Investing in the Future Award from the College Assistance Migrant Program, and an Exceptional Service Award from the State of Alaska. She has also served as an Accounting Delegate to the former Soviet Union, People to People Citizen Ambassador Program.
Vice President, Administrative Services
Ouachita Baptist University
SHOW FULL BIO » Brett Powell was appointed Vice President for Administrative Services of Ouachita Baptist University in November 2006. He has served higher education in various capacities since 1998, after beginning his career in public accounting in 1989. As Vice President for Administrative Services, he is responsible for the university's accounting, budgeting, investment management, payroll, human resource services, facilities planning and management, purchasing, information technology, risk management, auxiliary services, environmental stewardship and student financial services. He holds a B.B.A. degree in Accounting from the University of Louisiana – Monroe, an M.B.A. from the University of Arkansas at Little Rock and a Doctorate of Education in Higher Education Administration from the University of Arkansas at Little Rock. He also holds an Arkansas license as a Certified Public Accountant.
Assistant Dean for Budget & Planning
Columbia College Chicago
Assistant Director, University Budgeting & Financial Planning
University of Notre Dame
SHOW FULL BIO » Cindy Sachire is the Assistant Director of University Budgeting and Financial Planning. In her role, Cindy focuses on budget strategy and financial planning activities at the University. Her duties include long-range forecasting, contingency planning, and other financial analyses. Prior to joining Notre Dame in 2009, Cindy led a large customer supply chain operations team for Whirlpool Corporation (Benton Harbor, MI), after spending five years with Limited Brands (Columbus, OH) where her roles included strategic planning for the Express brand. In addition, Cindy worked as an associate consultant for Bain & Company in Chicago, supporting a wide variety of clients and projects. Cindy earned a Bachelor of Business Administration degree summa cum laude from Notre Dame in 1999, with majors in Accountancy and Sociology. She also earned a Masters of Business Administration degree with honors from Duke University in 2006. Cindy and her husband Ryan (ND ‘00) have two daughters, Anna (4) and Emily (2).
Huron Consulting Group
SHOW FULL BIO » Jason Weaver is a Director in Huron Consulting Group’s Higher Education practice. He has nine years of experience advising colleges and universities on a variety of strategic and operational issues, including strategic and financial planning, budgeting and financial management, organizational development and realignment, business process redesign, system implementations, endowment compliance, and sponsored programs administration. Much of Jason’s budgeting and planning work has focused on assessing and redesigning the associated policies, processes, organizational structure, and technology. He is a graduate of Harvard University and The Ohio State University.
2012 Planning and Budgeting Forum
September 24-25, 2012
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