2013 Planning and Budgeting Forum
September 16-17, 2013
Hyatt Regency Atlanta
NACUBO’s newest conference style forum is the “not to miss” event for business officers with planning and budgeting responsibilities. Concurrent sessions address the latest techniques in higher education resource management. Presenters include experienced business officers and higher education strategists. Roundtables will be offered to provide updates and exchange of ideas and challenges among peers from similar institutions. The forum will cover topics such as responsibility-centered management, financial forecasting, tuition pricing, integrating budgets with key objectives, and practice and policies that influence planning.
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. CPE credits can be earned in the following categories:
Business Management and Organization, Finance
Sunday, September 15
|3:00 pm||Registration Open|
Monday, September 16
|8:00 am||Continental Breakfast|
|8:30 am||Planning and Budgeting: New Leadership for a Challenging New Era|
|10:00 am||Refreshment Break|
|10:15 am||Designing and Implementing a Values-Based Budget Model at the University of Kentucky|
|10:15 am||Operations and Maintenance under Cornell University's New Budget Model|
|1:00 pm||Creating Synergy, Creating Savings|
|1:00 pm||Strategic Budgeting:10 Critical Policy Decisions|
|2:15 pm||Refreshment Break|
|2:45 pm||Public Sector Planning: Successful Finance Transformation at Drexel University|
|2:45 pm||Strategic Budgeting and Financial Forecasting|
|4:15 pm||Roundtable Discussion: Private Institutions|
|4:15 pm||Roundtable Discussion: Public Institutions|
|5:30 pm||Networking Reception|
Tuesday, September 17
|8:00 am||Continental Breakfast|
|8:30 am||Key Benchmarks and Their Use in Strategic Planning|
|8:30 am||Strategic Planning for Health Care Reform|
|9:45 am||Refreshment/Check-out Break|
|10:15 am||Disruption, Diversity, and Other Dilemmas for Higher Education in the 21st Century|
Dr. Beverly Daniel Tatum, President of Spelman College, offers insightful observations and examples that bring to light issues of financial and academic viability.
|12:45 pm||Mastering the Credit Rating Review Process|
|12:45 pm||Space Analysis: Strategic and Planning Alignment|
|2:15 pm||A Proper Pricing Formula|
|2:15 pm||Responsibility Center Management: The Good, the Bad, and the Ugly|
|3:30 pm||Program Adjourns|
Hyatt Regency Atlanta
Visit the Hyatt Regency Atlanta website for details, including restaurants, amenities, and nearby attractions.
Rates are guaranteed until 8/19/2013, 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.
Vice President of Administrative Services
Chandler-Gilbert Community College
Assistant Director of Financial Affairs & RCM
Texas Tech University
SHOW FULL BIO » Mallory Barnes currently serves as the Assistant Director of RCM at Texas Tech University. In her position, she assists the CFO in guiding the university with a responsible and incentive-based budgeting program. She also serves as the Assistant Director of Financial Affairs for the university. As Assistant Director of Financial Affairs, she works with the Controller to produce the Combined Annual Financial Report for Texas Tech University System. In addition, she assists Texas Tech University with various analyses including the Composite Financial Index and the Annual Financial Report. She also serves as a Staff Senator for Texas Tech University.
Associate Vice President, Finance and Corporate Controller
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.
Vice President, Business & Finance
Armstrong Atlantic State University
SHOW FULL BIO » David Carson has held administrative and finance positions in the higher education sector for over 25 years. David is the Vice President for Business and Finance with Armstrong Atlantic State University. David also held the Vice President for Business and Finance position at Washington & Jefferson College From July 2005 through July 2008. From July 2000 through July 2005, David was the Associate Vice President for Finance at Rollins College. At Rollins, David managed and provided leadership for the operations of accounting, financial reporting, bursar, investments, cash management, purchasing, accounts payable, auxiliaries, and budgeting. David started his career in higher education with Indiana University. He began his employment with Indiana in January 1987 and was with them until June 2000. While at Indiana University, David worked in the Internal Audit department starting as and internal auditor and working his way up to the Associate Director of Internal Audit. He also worked three years at the Chief Accountant. As Chief Accountant he was responsible for managing the accounting, cash management, tax operations, and internal control structure of the system-wide university (eight campuses). He directed the quarterly and annual financial reporting process. David has a B.S. in Accounting & Economics from the University of Indianapolis. He also holds a Masters in Professional Accountancy from Indiana University. David is a Certified Public Accountant (C.P.A.), Certified Internal Auditor (C.I.A.), and a Certified Fraud Examiner (C.F.E.). David is a member of National Association of College and University Business Officers, American Association of Certified Public Accountants, Indiana Certified Public Accountants, Institute of Internal Auditors, and the Certified Fraud Examiners Association. He also is a member of the NACUBO Tax Council.
Vice President and Chief Finanicial & Operating Officer
Kirkwood Community College
Senior Director for Facilities Management
Chief Financial Officer and Vice President for Administration & Finance
Texas Tech University
SHOW FULL BIO » Kyle Clark currently serves as the Vice President for Administration and Finance and Chief Financial Officer for Texas Tech University. Clark's responsibilities encompass an expansive and comprehensive plan that drives the university financially. With approximately 1,600 employees in the Administration and Finance Division, he oversees all operations, financial accounting, student business services, sponsored programs and grant accounting, accounts receivable, administration finance information systems management, budget resource planning, procurement services, athletic operations and arenas, housing, hospitality services, student recreation center, student health, student union, and payroll. Challenged with creating an annual budget for the university, Clark manages the university's $732 million operating budget. The Comanche, Texas native earned a bachelor's and master’s degree in business administration at Texas Tech’s Jerry S. Rawls College of Business Administration. Prior to his current position, Clark was the assistant chief financial officer for the Texas Tech System office. In addition to his administrative duties, he developed the curriculum and teaches fundamentals of business professionalism for the Jerry S. Rawls College of Business Administration. Kyle is a graduate of the University Of Texas Lyndon B. Johnson School Of Public Affairs Governor’s Executive Development program and the Southern Association of College University Business Officer’s College Business Management Institute program, member of the National Association of College University Business Officer, Southern Association of College Business Officers, and Texas Association of College University Business Officers.
Director, Capital Budget
Assistant Vice President, Budget & Planning
SHOW FULL BIO » Davina A. Desnoes, Ed.M. Assistant Vice President and Budget Director Cornell University Davina A. Desnoes, who joined Cornell University in January 2011, assumed the position of Assistant Vice President for Budget and Planning in August 2013 and continues to serve as the Budget Director. She is responsible for the oversight to the operating and capital budget development and implementation. Davina also works closely with other senior management in the Division of Planning and Budget, as well as a variety of financial administrators throughout the university, to ensure that Cornell’s resources are effectively managed in support of the academic mission. This includes providing specialized budget services to meet the requirements of New York state and State University of New York (SUNY). Davina is a seasoned administrator with over 20 years of experience in higher education financial and resource management. Her administrative career began in 1991at the University at Buffalo (UB) in the School of Management as accounting staff support. From 1995 – 2001 Davina worked in financial management positions in the Department of Music and the Office of the Provost. From 2001 – 2006 Davina served as the associate director and then director of grants and contracts where she oversaw the financial administration of externally funded sponsored programs managed accounts receivable. Davina also served in the role of director of financial allocation and account management in the financial services division from 2006 – 2010. In this role she led all aspects of the budget, including those that pertain to the SUNY system resources. Davina earned her B.S. in business administration and a master’s degree in education, both from UB; received recognition for Who’s Who Among Students in American University and Colleges; attended the Cornell Administrative Management Institute and is a member of Zeta Phi Beta Sorority, Inc.
Blue Stone International
SHOW FULL BIO » Role at Blue Stone: Director Consulting Practice Lead Responsibilities Include: Lead EPM & BI consulting projects Support overall business development Client relationship management Client focus areas include: Design and execution of corporate and business unit problem solving strategies Program leadership Consulting competencies include business process improvement, business analytics, information management, financial modeling, and enterprise performance management Industry experience includes; Insurance, Financial Services, Higher Education, Health Care, Retail, Real Estate, Manufacturing, Aerospace, Pharmaceutical, and Tech Prior to Blue Stone: Davis Capital, Associate Hyperion Solutions, Senior Consultant Education: University of Wisconsin, Bachelor of Business Administration degree in Finance, Investments, and Banking Interests: Family, Sports, Reading, and Travel
Associate Vice President, Financial Planning & Analysis
Director, Financial Model Implementation
University of Kentucky
SHOW FULL BIO » Melody Flowers has been engaged in strategic planning and policy work for over fifteen years in fields as varied as transportation, the environment, emergency preparedness, homeland security, healthcare, and higher education. Melody graduated from the University of Kentucky with a degree in Political Science, having been awarded a Harry S. Truman Scholarship. She went on to earn a Masters in Public Policy from the John F. Kennedy School at Harvard, with concentrations in Organizational Management and Leadership. Melody is currently leading the implementation of a new value-based model for financial accountability and budgeting across the University of Kentucky.
Director, Facilities Management & Environmental Policy
Vice President and Chief Financial Officer
SHOW FULL BIO » Dr. Greg Gunderson leads all functional areas of finance and general accounting, resource planning and budget, endowment administration, administrative services, facilities planning and management, and public safety. He joined Webster in March 2011, after serving as the Assistant Vice Chancellor for Business and Operations in the office of Academic Affairs at the University of Nebraska at Lincoln. Over the course of his career, Dr. Gunderson has provided financial and accounting leadership at international organizations including ConAgra Foods, Inc., Cray Research, Inc., and Arthur Anderson & Co. He earned a BS in business administration from the University of Nebraska at Omaha, an MBA from the University of St. Thomas, St. Paul, Minnesota, and a PhD in educational studies, with a specialization in educational leadership and higher education, from the University of Nebraska at Lincoln. Dr. Gunderson's responsibilities include: Accounts Payable, Accounting Office, Bursar & Cashiers, Collections, Facilities Operations, Finance, Payroll, and Public Safety
Robert W. Baird & Company Incorporated
SHOW FULL BIO » Ms. Hahn has more than 30 years experience in auditing, accounting, investment management, investment banking and information technology. She has worked in several industries, including nonprofit higher education, public accounting, manufacturing and banking. At Baird, Ms. Hahn is the managing director responsible for all hospital, senior living and higher education finance practice at Baird in addition to working with Midwestern local governments and school districts to finance projects at the most efficient and effective cost of capital. As a specialist in nonprofit bond finance and having been a CFO for a nonprofit university, she is very knowledgeable of the issues facing such organizations and their ability to access an effective cost of capital for renovation and expansion projects and general financial management issues. Prior to joining Baird, Ms. Hahn served as the lead investment banker at a regional boutique investment banking and mortgage banking firm for 8 years covering the hospital and senior living sectors in the states of Michigan and Wisconsin. Ms. Hahn was the banker on the Bond Buyer’s 2010 Midwest Small Issuer of the year award for innovative financing structures. She was also that firm’s senior credit officer for two years and was their nationally recognized expert on capital funding solutions for nonprofit organizations. Previously, as the chief financial officer and chief information officer at Franklin University where she was responsible for a $20 million endowment, $35 million operating budget and all technology for the university. As senior vice president for McDonald Investments, she underwrote more than $1 billion in health care, education, housing revenue, and government general obligation bonds throughout the Midwest. Ms. Hahn spent seven years with Citibank as controller for a $6 billion subsidiary and manager in their northeast consumer services bank audit group. Ms. Hahn earned a bachelor's degree in business administration from Miami University in Oxford, Ohio, and a master's degree in business administration from Rochester Institute of Technology in Rochester, N.Y. She is also a certified public accountant and holds a general securities representative license, series 7 and municipal securities principal license, Series 53. She also chairs the board of Mohun Health Care Center and is a board member of the Mount Carmel College of Nursing.
Director, Administration & Finance
Director, Budget & Fiscal Planning
SHOW FULL BIO » Melissa Johnson currently serves as Director of Purdue University’s Office of Budget and Fiscal Planning. In her position, she is responsible for administering a system-wide operating budget totaling $2.3 billion, directs preparation of the institution’s biennial operating request for state funding, and coordinates special studies and financial models to support decision-making and planning activities. She serves on the Treasurer’s financial leadership team and is involved in a number of strategic initiatives, including an active evaluation of the university’s budget model. Melissa earned her BS in Economics from Indiana State University (summa cum laude) and her MS in Higher Education Administration from Purdue University where she specialized in business and financial management. She is a recipient of the Treasury Academy Certificate which is endorsed by Purdue University, the Commonfund Institute, the Treasury Institute for Higher Education, and the Association for Financial Professionals. Melissa is a member of the National Association of College and University Business Officers, the Central Association of College and University Business Officers, and the Indiana Association of College and University Business Officers.
Huron Consulting Group
SHOW FULL BIO » Andre is a Managing Director in Huron Consulting Group's Higher Education Practice. He helps colleges and universities maximize, allocate and leverage financial resources. Andrew’s optimization projects include revenue enhancement and cost reduction initiatives, financial modeling and budget planning initiatives; and organizational assessment and business process redesign initiatives. Andrew has led optimization projects at over 30 institutions and his recent clients include Auburn University, Purdue University, the University of Kentucky, Drexel University and Ohio University.
Associate Vice President
University of North Dakota Main Campus
SHOW FULL BIO » Peggy Lucke is the Associate Vice President for Finance and Operations at the University of North Dakota and is responsible for financial operations, reporting, tax compliance, student financial services, procurement, finance systems, debt management, budget and costing, parking, and transportation services. Ms. Lucke has served UND since 1972 in a number of support and leadership roles including internal auditor, grants officer, director of accounting, controller, interim vice president for finance and operations, and, since 2000, associate vice president for finance and operations. As associate vice president, Ms. Lucke has provided leadership to numerous special projects, including co-chairing a recent Space Utilization Analysis and Planning project. Ms. Lucke is a graduate of UND with a BSBA in accounting.
Chief Information Systems Officer
The California State University System Office
SHOW FULL BIO » As the Chief Information Systems Officer at the Chancellor's Office for the CSU, Ms. Lum's professional career is dedicated to higher education and the public sector. As the senior technology executive for information systems, Ms. Lum is directly responsible for managing system-wide projects impacting the transformation of ERP and Business Intelligence. Ms. Lum joined the California State University from the J. Paul Getty Trust, where she managed IT programs for 5 years. Prior to that, she served in a number of senior leadership roles at the California State University at Los Angeles (CSULA). Ms. Lum earned both her bachelor's and masters degrees from CSULA
Executive Vice President for Finance & Administration
SHOW FULL BIO » Michael J. Mandl - Executive Vice President for Business and Administration, Emory University Mr. Mandl serves as Executive Vice President for Business and Administration. As the institution’s chief business officer, his responsibilities include several functional areas including Finance, Investments, Campus Services (Capital Project and Campus Master Planning, Parking, Police, Campus Shuttles and Alternative Transportation, and Facilities Management); Human Resources; Information Technology; and Internal Audit. Mr. Mandl serves on the President’s Cabinet, Ways and Means, and the Strategic Planning Executive Committee. He devotes a significant portion of his effort to Emory's Academic Medical Center, serving on the Emory Healthcare board and executive leadership team. Mr. Mandl also serves as the chief administrative executive for several Board of Trustees committees. Prior to Emory, Mr. Mandl served as Vice President for Financial Services at Duke University where he was a member of Duke’s senior administrative team and oversaw the financial division. He has held leadership positions at the University of Pennsylvania and worked at KPMG Peat Marwick and as a Senior Financial Analyst with Glaxo Pharmaceuticals. Mr. Mandl graduated with distinction from George Washington University with a bachelor of accountancy degree. He earned a master’s degree in liberal studies from Duke University and held fellowships for doctoral work in business at Duke’s Fuqua School of Business and the University of Michigan Business School.
Standard & Poor's Corporation
SHOW FULL BIO » Jessica Matsumori Director/Analytical Manager Higher Education Jessica, a Director with Public Finance Ratings in Standard & Poor’s San Francisco office and the Analytical Manager for the Education group, joined Standard & Poor’s Ratings Services in 2004. Jessica is responsible for co-managing over 1,000 ratings in the not-for-profit higher education, 501c3, and charter school sectors and the nearly 20 analysts assigned to them. She follows a portfolio of high profile credits around the country, has spoken at numerous regional and national conferences, and has authored several commentary pieces for the group. Previously, Jessica worked for five years with the Salt Lake Organizing Committee for the 2002 Olympic Winter Games conducting financial analysis for the arts & culture, education, and information services departments and as the finance manager for the Olympic Torch Relay. Jessica received her masters of business administration from Yale University and holds a bachelors degree in Accounting from the University of Utah. She is a member of the California Society of Municipal Analysts (CSMA) and the National Federation of Municipal Analysts (NFMA).
Public Financial Management
Executive Vice President for Finance & Administration
University of Kentucky
Blue Stone International
Associate Vice President, Student & Academic Services
Associate Vice President for Business & Finance
Vice President for Finance and Treasurer
SHOW FULL BIO » Dana Stuart has served as the Vice President for Finance and Treasurer at Anderson University (Anderson, IN) since March 2012. In this role she is responsible for the financial and operational areas of the university including budgeting, accounting, cash management, human resources, facilities, safety and security, conferences, risk management and auxiliary services. She previously served as the controller for Anderson University as well as additional accounting and business roles since joining the university in 1986. Ms. Stuart obtained Master of Business Administration and Bachelor of Arts in Business Management degrees, both from Anderson University. She currently serves on two local non-profit boards (Flagship Enterprise Center and Community Hospital-Anderson) and is the immediate past president of IACUBO (Indiana Association of College and University Business Officers).
SHOW FULL BIO » Barrett is a Financial Analyst at Webster University. He primarily works in the areas of tuition pricing, budget reporting and analysis, analytics, and financial modeling.
Director, Finance Transformation
The Ohio State University
Vice President, Administration and Chief Financial Officer
California State University, Fresno
SHOW FULL BIO » Cynthia Teniente-Matson, Ed.D., has served as Vice President for Administration and Chief Financial Officer at Fresno State since March 2004. Vice President Matson has more than two decades of experience in multiple leadership roles in higher education. She is a regular speaker at conferences and seminars focused on contemporary issues in higher education. Dr. Matson’s responsibilities include financial services, facilities and capital management, human resources, technology services, university police, and auxiliary services. She chairs the Fresno State Association, Inc., the President’s Commission on Human Relations and Equity, the CSU Business Officers, and the CSU Risk Management Authority (CSURMA). In her tenure at Fresno State, Dr. Matson has been essential in executing many initiatives such as the Henry Madden Library revitalization and fundraising, the Campus Master Plan, partnerships with other government agencies, and several process improvement initiatives. Dr. Matson is the past board chair of the National Association for College and University Business Officers (NACUBO) and past president of the Western Association of College and University Business Officers (WACUB0). She also served as a Governor for City University of Seattle and as a mentor in the El Sol Latino Leadership Academy and the L.U.C.E.S. student mentor program. Dr. Matson has a wide range of public service including board leadership with the Central Valley Business Incubator (CVBI) and the El Dorado Park Community Development Corporation. She is past-chair of the Fresno Council of Government’s Measure C Citizens Oversight Committee and a past board member for Leadership California and Special Olympics of Alaska. Dr. Matson came to Fresno State after working in leadership roles at University of Alaska Anchorage for 15 years. Dr. Matson earned her Bachelor of Arts in Management and her Master of Business Administration from the University of Alaska and her doctorate in Educational Leadership from Fresno State.
Senior Vice President
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.
Associate Provost for Finance & Operations
University of Kentucky
SHOW FULL BIO » Lisa Wilson is the Associate Provost for Finance and Operations at the University of Kentucky. In her role as Associate Provost, Ms. Wilson provides leadership, oversight, and direction to budget development and implementation, business and administrative process and policy development, and the allocation of resources (including space) for all units reporting to the Provost. Ms. Wilson is a graduate of the University of Kentucky and has over 22 years experience in higher education administration.
Vice Chancellor, Business & Financial Affairs
University of Denver
2013 Planning and Budgeting Forum
September 16-17, 2013
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