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Events and Programs
Events and Programs
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2013 Global Operations Support and Compliance Forum

October 22-23, 2013
Hyatt Regency St. Louis at The Arch
St. Louis, MO

Schedule

Tuesday, October 22

10:00 amRegistration
1:00 pmWelcome and Introductions
1:10 pmBuilding Global Support Infrastructure

Speaker(s):
Karen Kearney, Stanford University
Joe Levy, Harvard University
Kate Riley, University of Washington

Panelists from three universities will share their institutional approaches and perspectives on developing internal global compliance and support infrastructure.
2:40 pmRefreshment Break
2:55 pmThe Complexities and Keys to Compliance When Working with Foreign Partners

Speaker(s):
Sunanda Holmes, Johns Hopkins University
Lisa Woods, KPMG LLP

A significant amount of federal dollars are awarded to U.S.-based universities, and were spent overseas through foreign sites, partner universities, and international non-governmental organizations. University recipients of federal funds are responsible for monitoring how federal funds are spent overseas and for compliance with foreign laws and regulations that apply to their foreign activities. The presentation will focus on approaches to monitoring foreign sites and sub-recipients, including site visits, agreed-upon procedures, desk-reviews, etc.
4:00 pmGoing Global: Navigating the Potential Tax Issues Associated with India

Speaker(s):
Rob Friz, PricewaterhouseCoopers LLP
J.C. Link, PricewaterhouseCoopers LLP
Dwarak Narasimhan, PricewaterhouseCoopers L.L.P.
MaryAnn Piccolo, University of Pennsylvania

The intensified globalization of educational, research and investment activities has increased the need to focus on international compliance. With enhanced U.S. reporting obligations, along with potential foreign compliance obligations, foreign activities are taking on a higher profile. This session will highlight U.S. and certain foreign tax/reporting obligations that can arise from foreign investments, educational programs, and research activities within India. From the campus perspective, strategies on how to gain a better understanding of your institution’s activities abroad will be provided.
5:00 pmNetworking Reception

Wednesday, October 23

7:45 amBreakfast
8:15 amLegal, Budgetary and Compliance Issues in Setting Up Operations Abroad

Speaker(s):
Steve Kenney, Cornell University
Carrie Nelson, Carnegie Mellon University
Alceste Pappas, Pappas Consulting Group Inc.
Fouad Sayess, Hamad Bin Khalifa University

What are some of the legal, budgetary, administrative and compliance issues that need to be considered when evaluating unique opportunities to expand overseas? Join us to learn more about key early strategic decisions that will have a positive impact on the likelihood of future success.
9:20 amCash Management Challenges and Procurement

Speaker(s):
Ashley Behrendt, The Ohio State University
Bob Lammey, Radius
Carrie Nelson, Carnegie Mellon University

Next to the movement of faculty and staff, the movement of cash is the most challenging operational aspect of activities abroad. Financial, legal, safety and other human capital risks are all impacted by the international cash management practices of an institution, such as “cash in a suitcase” , the use of personal bank accounts, cash payments to contractors, and post-transaction reconciliation of receipts.  This session will discuss the most common trends and challenges with getting money into foreign countries, and bringing it back, and what role the business officer can play in managing risks. Understand how to identify and reduce risks to your institution and employees, and learn how to develop and implement sound business practices and internal controls.
10:20 amRefreshment Break
10:40 amUniversity Global Support Models: The University of Minnesota Experience & Best Practices

Speaker(s):
Don Amundson, University of Minnesota-Twin Cities
Kelly Farmer, University of Minnesota-Twin Cities
Stacey Tsantir, University of Minnesota-Twin Cities

Large, decentralized universities are increasingly finding the need to establish university-wide global support models to assist in the planning, organization, and maintenance of projects abroad. How do Universities choose what kind of a global support model works best for them? What is the best internal structure? Who are the experts at the University that should be consulted? How do Universities assure internal capacity building? This session will present the process of experienced by the University of Minnesota in establishing its global support model and a discussion of best practices for other Universities.
12:00 pmHow to Employ Faculty, Researchers, Administrators and Foreign Locals Overseas

Speaker(s):
Don Dowling, White & Case LLP
Christopher Goddard, Washington University in St. Louis

Sponsoring faculties may not have the time, budget or patience to comply with what seem like foreign bureaucratic rules -- but overseas projects can expose the institution to serious legal risk, even criminal penalties. This session offers practical guidance, a toolkit, for how to comply with corporate entity and employment laws in college and universities' overseas programs and initiatives.
1:00 pmProgram Adjourns

Program Overview

2013 Global Operations Support and Compliance Forum
October 22-23, 2013

Estimated CPEs:8


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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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