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Events and Programs
Events and Programs
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2013 Planning and Budgeting Forum

September 16-17, 2013
Hyatt Regency Atlanta
Atlanta, GA

Schedule

Sunday, September 15

3:00 pmRegistration Open

Monday, September 16

8:00 amContinental Breakfast
8:30 amPlanning and Budgeting: New Leadership for a Challenging New Era

Speaker(s):
Michael Mandl, Emory University

In this session, Michael Mandl will explore characteristics required to lead planning and budgeting functions in higher education in an era of increasingly constrained resources. Drawing upon his experiences over the past ten years at Emory University, a large academic research institution, he will also set the stage by advocating a new approach to framing resource allocation decisions during a time of slower resource growth in higher education.
10:00 amRefreshment Break
10:15 amDesigning and Implementing a Values-Based Budget Model at the University of Kentucky

Speaker(s):
Melody Flowers, University of Kentucky
Eric Monday, University of Kentucky
Lisa Wilson, University of Kentucky

This session will discuss lessons learned from the ongoing implementation of a values‐based RCM model at the University of Kentucky.  Hear how the university discovered a balance between centralization and decentralization and the role university leadership must play in a decentralized incentive‐based financial model.  
10:15 amOperations and Maintenance under Cornell University's New Budget Model

Speaker(s):
Maria Cimilluca, Cornell University
Tom Cole, Cornell University
Davina Desnoes, Cornell University
Dave Howe, Cornell University
Kellie Page, Cornell University

A special task force appointed by the provost was asked to develop a new approach to planning.  The outcome was a budget model that focuses on tuition, financial aid, support revenue, operations and maintenance, indirect costs, allocations, debt service, and budget metrics.  Presenters will review the journey, key decisions, and elements for daily service.
11:30 amLunch
1:00 pmCreating Synergy, Creating Savings

Speaker(s):
Jessie Lum, The California State University System Office
Cynthia Teniente-Matson, California State University, Fresno

Paramount change at California State University has sparked a system wide initiative to increase performance, effectiveness, and efficiencies. The objective: lower overall administrative costs without compromising core values and operational excellence.  Learn how this initiative is leveraging resources across the system to challenge long held practices, eliminate duplication, and create shared-service possibilities.
1:00 pmStrategic Budgeting:10 Critical Policy Decisions

Speaker(s):
Melissa Johnson, Purdue University
Andrew Laws, Huron Consulting Group
Kim Stukenborg, The Ohio State University
Jason Weaver, Huron Consulting Group

The premise of 10 critical budget policy decisions will be critically analyzed by an expert panel. Viable alternatives, strengths, weakness, and questions budget directors should ask will be considered for each policy. Guiding principles discussed will include: revenue sharing, position budgeting, reserves, cost allocations, and gift taxes. Audience polling will help facilitate the discussion.
2:15 pmRefreshment Break
2:45 pmPublic Sector Planning: Successful Finance Transformation at Drexel University

Speaker(s):
David Felsenthal, Blue Stone International
Nicole Ferretti, Drexel University
Wayland Ng, Blue Stone International

A recently integrated set of planning, budgeting, and forecasting tools have improved, automated, and streamlined Drexel’s budget collection and results reporting.  Hear how this fully integrated planning and budgeting solution has improved strategic decision making. Presenters will also reveal how increased efficiency and added transparency has improved their analytical environment.
2:45 pmStrategic Budgeting and Financial Forecasting

Speaker(s):
Dave Carson, Armstrong Atlantic State University
Brett Matteo, Public Financial Management

An approach to addressing strategic forecasting issues will be reviewed. Presenters will discuss the advantages of linking strategic priorities to budget development by running simulations on enrollment implications, stand‐alone auxiliary enterprise profitability, and capital projects. Finally, downstream implications such as impact to credit ratings and financial statements will be reviewed.
4:15 pmRoundtable Discussion: Private Institutions

Speaker(s):
Craig Becker, Yeshiva University

Exchange ideas, discuss issues and problem solve with colleagues from independent institutions.
4:15 pmRoundtable Discussion: Public Institutions

Speaker(s):
Jacalyn Askin, Chandler-Gilbert Community College
Marcie Smith, Auburn University

Exchange ideas, discuss issues and problem solve with colleagues from public institutions.
5:30 pmNetworking Reception

Tuesday, September 17

8:00 amContinental Breakfast
8:30 amKey Benchmarks and Their Use in Strategic Planning

Speaker(s):
Jim Choate, Kirkwood Community College
Brian Guastella, McGladrey, LLP

Financial analytics can be used for peer comparisons, financial health measurement or to make strategic decisions for the future. Speakers will provide an overview of common financial measures and what they can mean to your institution. The panel will also discuss how to analyze, improve success, and communicate with your institution’s board.
8:30 amStrategic Planning for Health Care Reform

Speaker(s):
Leo Tokar, Lockton
Craig Woody, University of Denver

In an already inflationary health care environment, health care reform may place additional pressure on employee benefit costs. This session explores how to plan for the implications of the Affordable Care Act. Issues that affect colleges and universities with examples of financial management and stakeholder engagement will be covered.
9:45 amRefreshment/Check-out Break
10:15 amDisruption, Diversity, and Other Dilemmas for Higher Education in the 21st Century

Speaker(s):
Beverly Tatum, Spelman College

Dr. Beverly Daniel Tatum, President of Spelman College, offers insightful observations and examples that bring to light issues of financial and academic viability.
11:30 amLunch
12:45 pmMastering the Credit Rating Review Process

Speaker(s):
Tanya Hahn, Robert W. Baird & Company Incorporated
Jessica Matsumori, Standard & Poor's Corporation
Dana Stuart, Anderson University

Schools need to proactively paint comprehensive pictures of their credit profiles. Learn how to identify non‐financial strengths and weaknesses in your credit profile, how to prepare your team members for rating agency requests, and how the process can be one of the best internal review tools your school may have.
12:45 pmSpace Analysis: Strategic and Planning Alignment

Speaker(s):
Sally Grans Korsh, NACUBO
Peggy Lucke, University of North Dakota Main Campus

Optimizing the use of campus space is financially, academically and sustainably the “right” thing to do.  This session investigates how class and seat use was analyzed to produce a strategic plan that optimized classroom space. This benefit improved general operations and provided an improved platform that can handle ever changing learning environments.
2:15 pmA Proper Pricing Formula

Speaker(s):
Greg Gunderson, Webster University
Barrett Studdard, Webster University
Curt Vehlewald, Webster University

An effective business operation should pursue the identification of strengths and then leverage price, rather than discount, to maximize a return on assets. Presenters will examine current higher education pricing trends and review how Webster’s tuition pricing and discounting approach translated into a proactive strategic budget process that has tuition revenue as its cornerstone.
2:15 pmResponsibility Center Management: The Good, the Bad, and the Ugly

Speaker(s):
Mallory Barnes, Texas Tech University
Kyle Clark, Texas Tech University

In an effort to keep tuition competitive while accomplishing strategic initiatives, many institutions consider moving from a historical budget to a resource allocation model that engages the entire community. Hear about Texas Tech University’s road to implementation and the benefits and struggles the institution has experienced as a result of Responsibility Center Management.
3:30 pmProgram Adjourns

Program Overview

2013 Planning and Budgeting Forum
September 16-17, 2013

Estimated CPEs:12


Sponsors

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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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