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Events and Programs
Events and Programs

2013 Higher Education Accounting Forum

May 19-21, 2013
Hyatt Regency Savannah
Savannah, GA


Sunday, May 19

11:00 amRegistration Opens
1:00 pmWelcome and Introductions
1:15 pmThree Patterns to Deception and a Radical Path to the Truth

Pamela Meyer

Studies reveal that we encounter an average of 10-200 lies per day. Meyer’s presentations combine her extensive training and research with soft skills and business acumen to deliver an interactive presentation teaching attendees how to recognize the facial expressions, gestures, and language of deception. Attendees leave a Meyers presentation armed with tools for better buying, protecting, interviewing, and negotiating.
2:15 pmThe State of Higher Education...Looking Toward New Business Models

Eva Klein, Eva Klein & Associates

Are we in a temporary national fiscal crisis brought about by a prolonged, deep recession? Are we among the casualties of increasingly polarized national and state political battles about economic and fiscal policy? Or, must we finally come to grips with a longer-term, perhaps permanent, change in the levels and elasticity of our funding—while also fully embracing the need for more transparency and accountability to our funders? This session seeks to establish the “big picture” that drives our need to consider new business model solutions. Through facts and imaginings, provocative notions of change will be explored within the context of higher education’s current state of affairs.
3:15 pmRefreshment Break
3:45 pmCommunity College Roundtable

Kim Green

3:45 pmComprehensive Doctoral Roundtable

Kim Kvaal, University of San Francisco
Chris Leach, Washburn University

3:45 pmResearch Institution Roundtable

Brandon Gilliland, Wake Forest University
Jeffrey West, University of Utah

3:45 pmSmall Institution Roundtable

Dale Larson, Dallas Theological Seminary
Rick Wentzel, Grant Thornton LLP

5:30 pmReception

Monday, May 20

7:00 amContinental Breakfast
8:00 amFreeh Report

Janice Abraham, United Educators Insurance

There are lessons for all administrators from the Freeh Report, commissioned by the governing board of Penn State University following the Sandusky scandal.  The session will examine recommendations from the Report which can apply to all colleges and universities including communications, compliance, personal responsibility and governance.
9:00 amChange Management and Organizational Cooperation

Brent Ruben, Rutgers, The State University of New Jersey New Brunswick Campus

The pace and pervasiveness of change in our college and universities today is unprecedented.  The challenges presented by these transformative changes are daunting, and require new understandings and skills of all of us. The session will examine these issues, and identify and examine critical competencies needed for successfully managing and coping with change in these turbulent times.
10:00 amRefreshment Break
10:15 amFASB Update

Jeffrey Mechanick, Financial Accounting Foundation

Hear about FASB agenda items relevant to higher education.
10:15 amGASB Update

Jim Brown, Governmental Accounting Standards Board

Learn about current GASB projects relevant to higher education.
11:30 amFASB Roundtable

Karen Craig, NACUBO Consultants and Speakers
Dale Larson, Dallas Theological Seminary
Lou Mezzina, KPMG LLP
Belva White, Emory University

Join an interactive discussion covering current challenges, possible solutions, & best practices in financial reporting at independent institutions.
11:30 amGASB Roundtable

Jim Lanzarotta, Moss Adams LLP
Cheryl Soper, University of Michigan
Charles Tegen, Clemson University
Kenneth Wilson, CPA, University of Michigan

Bring your questions, add your perspective, and join the interactive discussion on current challenges, possible solutions, and best practices in financial reporting at public institutions.
11:30 amTax Update

Joseph Irvine, The Ohio State University
Edward Jennings, University of Michigan

Join esteemed higher education tax professionals for a comprehensive update. This session is conversational in nature and encourages questions, point of view, and interactive discussion on campus tax issues.
12:30 pmLunch
2:00 pmAn NCAA Update on Financial Realities

Kathleen McNeely, National Collegiate Athletic Association

The revenues of the NCAA are regular discussions by the media.  This session will focus on where the money goes and the direct correlation that exists with higher education.  In addition the session will review seven years of trend analysis on how the dollars are spent by Division I athletic programs, what it looks like financially to leap from the FCS to FBS, changes to the athletic programs agreed upon procedures.  Finally the speaker will review the goals and objectives of the NCAA change initiative relative to academics, enforcement and rules.
2:00 pmCBO & CAO Partnerships

Ron Drayton, Midlands Technical College
Ron Rhames, Midlands Technical College

Increasingly, collaboration between the chief academic officer (CAO) and the chief business officer (CBO) is becoming vital to successful strategic campus and financial decision-making.  NACUBO developed a comprehensive model, the Opportunity Cycle, designed to facilitate and authenticate the collaboration process. The presenters will share a real life example of applying the opportunity cycle model.
2:00 pmFinancial Analysis Beyond CFI

Ron Salluzzo, Attain, LLC

This program, presented by a co-author of Strategic Financial Analysis for Higher Education, seventh edition, is intended for finance professionals who have been working with the Composite Financial Index (CFI) and would benefit from a discussion related to the evolution, contextualization and understanding of the CFI.  The session is intended to be interactive with institutions that have used the results of the CFI as a communication and framing tool for next steps.
3:15 pmRefreshment Break
3:30 pmFinancial Statement Review (Private)

Lou Mezzina, KPMG LLP

Recently, colleges and universities have enjoyed a respite from significant changes to accounting and reporting requirements.  This session will highlight opportunities to consider elective change with a focus on display and disclosures, using examples of the good, the bad, and the ugly.
3:30 pmFinancial Statement Review (Public)

Jim Lanzarotta, Moss Adams LLP

Ten years and 30 standards ago higher education implemented GASB’s BTA reporting model.  It’s time to step back and examine common reporting conventions and challenges.  Hear the lingering and recent issues your colleagues are dealing with and examine opportunities to enhance disclosures for improved communication with your key stakeholders.  
3:30 pmTopics: Campus Tax Issues

Kyle Clark, Texas Tech University
Noel Sloan, Texas Tech University

Regardless of an institution’s organizational structure, tax issues cross many areas – and it is important to ensure that coordination between areas is maintained through good communication and policies and procedures that make sense.  This session will tackle coordinating efforts across campus that enhances process, compliance, and understanding. Areas covered include unrelated business activities, research participant payments, purchasing, payments to foreign vendors, contractor and employee determination, fringe benefits, expense reimbursement, student business services, educational assistance, gathering investment information, and bond compliance.

Tuesday, May 21

7:00 amContinental Breakfast
8:00 amEnterprise Risk Management

Mark Beasley, North Carolina State University

Organizations of all types, including colleges and universities, are turning to enterprise risk management (ERM) as a way to strengthen their oversight of the entity’s most significant risks.  While frequently discussed as an emerging best practice, many executives struggle to understand how it differs from traditional approaches to risk management and they wonder what their role is in the process.   Mark Beasley’s session will address these challenges and emphasize the important opportunity accounting and finance professionals have in front of them to take an active leadership role.
9:15 amDashboards for Monitoring Sponsored Programs

Gina Bailey, Auburn University
Robert Campbell, Auburn University

Auburn University’s dashboard provides real‐time information for those charged with monitoring sponsored programs. Focus groups from departments, colleges, faculty and staff were included in functional development – resulting in a system that meets needs at various levels: research staff, principal investigator, department, college, or institution.  The tool shows financial information: transactions, encumbrances, indirect cost recovery, and project salaries; provides visual representation via pie charts, linear plots, and color coding; and displays alerts such as grant expiration days, negative budget pools, or negative available balances. Hear the benefits and considerations when contemplating such a system.
9:15 amFinancial and Management Reporting for Top Management

Teresa Costantinidis, University of California, San Francisco
Tammy Wallace, University of California, San Francisco

Come to this session to understand the University of California San Francisco’s approach to providing timely financial information as well as  forecast and variance analysis for senior  management. UCSF’s internal reports were developed to meet their chancellor’s goal of creating a financially stable enterprise-wide business model. Hear how the data and process analysis came together to fulfill the institution’s reporting objectives. And, learn how these reports help drive business decisions: evaluating performance, assessing financial condition, planning for the short and long term, maximizing resources, etc…
9:15 amImproving Processes and Internal Controls Through Shared Services

Aaron Howell, Oregon State University

Shared services has become known as a way to improve services and efficiency across public and private organizations.  Sometimes not as widely noted, however, is the significant increases in internal controls and process improvements that can also be achieved.  This session will focus on the aspects of shared services that may be overlooked when considering such a model for campuses.  Shared services certainly increase service levels and can cut or avoid costs, they are also very effective at improving processes, effectiveness and internal controls.
10:15 amBreak/Checkout
10:45 amAuditing Standards

Joel Black, Mauldin & Jenkins, Certified Public Accountants, LLC

The Auditing Standards Board recently completed a redrafting nearly all of the auditing sections in the Codification of Statements on Auditing Standards. Learn how those changes might impact your institution’s upcoming audit and your auditor’s interaction with management and the board. This session will also include a discussion of potential Single Audit changes and their impact on auditees.
10:45 amNACUBO/APC Update

Karen Craig, NACUBO Consultants and Speakers
Chris Leach, Washburn University
Sue Menditto, NACUBO

12:00 pmProgram Adjourns

Program Overview

2013 Higher Education Accounting Forum
May 19-21, 2013

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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