|7:00 am||Continental Breakfast|
|8:00 am||Freeh Report|
Speaker(s):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.
Janice Abraham, United Educators Insurance
|9:00 am||Change Management and Organizational Cooperation|
Speaker(s):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.
Brent Ruben, Rutgers, The State University of New Jersey New Brunswick Campus
|10:00 am||Refreshment Break|
|10:15 am||FASB Update|
Speaker(s):Hear about FASB agenda items relevant to higher education.
Jeffrey Mechanick, Financial Accounting Foundation
|10:15 am||GASB Update|
Speaker(s):Learn about current GASB projects relevant to higher education.
Jim Brown, Governmental Accounting Standards Board
|11:30 am||FASB Roundtable|
Speaker(s):Join an interactive discussion covering current challenges, possible solutions, & best practices in financial reporting at independent institutions.
Karen Craig, NACUBO Consultants and Speakers
Dale Larson, Dallas Theological Seminary
Lou Mezzina, KPMG LLP
Belva White, Emory University
|11:30 am||GASB Roundtable|
Speaker(s):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.
Jim Lanzarotta, Moss Adams, LLP
Cheryl Soper, University of Michigan
Charles Tegen, Clemson University
Ken Wilson, University of Michigan
|11:30 am||Tax Update|
Speaker(s):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.
Joseph Irvine, The Ohio State University
Edward Jennings, University of Michigan
|2:00 pm||An NCAA Update on Financial Realities|
Speaker(s):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.
Kathleen McNeely, National Collegiate Athletic Association
|2:00 pm||CBO & CAO Partnerships|
Speaker(s):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.
Ron Drayton, Midlands Technical College
Ron Rhames, Midlands Technical College
|2:00 pm||Financial Analysis Beyond CFI|
Speaker(s):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.
Ron Salluzzo, Attain, LLC
|3:15 pm||Refreshment Break|
|3:30 pm||Financial Statement Review (Private)|
Speaker(s):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.
Lou Mezzina, KPMG LLP
|3:30 pm||Financial Statement Review (Public)|
Speaker(s):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.
Jim Lanzarotta, Moss Adams, LLP
|3:30 pm||Topics: Campus Tax Issues|
Speaker(s):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.
Kyle Clark, Texas Tech University
Noel Sloan, Texas Tech University