2014 CAO and CBO Collaborations: Partnering for Successful Student Outcomes
August 4-5, 2014
Willard InterContinental Hotel
OverviewAt no time has the relationship between the chief academic officer (CAO) and the chief business officer (CBO) mattered more to the effective leadership of colleges and universities. Together, these individuals must develop a clear strategy and be effective at its execution, seek ways to align priorities and budgets, and innovate. Each requires the other to be effective and advance the institution they serve.
To help better understand and support this important relationship, The American Council on Education (ACE) and the National Association of College and University Business Officers (NACUBO) bring together CAOs and CBOs for an annual two-day meeting to address how to build effective partnerships and to meet current economic challenges.
This action-based workshop focuses on the dynamics between CBOs and CAOs and between CAOs-CBOs and their president, helps them develop a shared action agenda, and find solutions to challenging problems they face individually and collectively.
*Please note that this program is designed for individuals from higher education institutions who report directly to the president of that institution.
This program is designed to foster the relationship between the chief academic officer (CAO) and the chief business officer (CBO) – and we encourage you to register together. Register both individuals from the same institution or organization and receive a team discount! Pay full price for one registrant and additional registrants from the same institution or organization will receive a $200 discount.
Who Should Attend
- Chief Academic Officers
- Chief Business Officers
- Chief Financial Officers
What You'll Learn
- To recognize challenges that interfere with effective engagement
- To identify strategies that build relationships and improve goal achievement at higher education institutions
- To employ approaches that encourage strategic communication
PrerequisitesThis program brings together higher education CFOs and CBOs for an annual two-day meeting to address how to build effective partnerships and to meet current economic challenges.
Participants will be awarded up to 15 CPE credits for this group live event. CPE credits can be earned in the following categories:
Business Management and Organization, Communications
Monday, August 4
|8:00 am||Registration and Continental Breakfast|
|8:30 am||Welcome and Introductions|
|9:30 am||Working Across “Cultures”: The CAO-CBO Partnership|
At no time in the recent history of higher education has the relationship between the CAO and the CBO mattered more. However, they often come from different backgrounds, have different experiences, and have different understandings of the levers and limits of their jobs. As a result, they find themselves face to face trying to bridge different cultures. This session frames these challenges.
|11:00 am||Student Success and the Roles of CAOs and CBOs|
The imperative for focusing institutional activity on student success is examined. Insights about the critical roles CAOs and CBOs can and should play in student success are discussed, and methods for collaborating on initiatives are shared.
|1:30 pm||An Engaged CAO and CBO on How They Collaboratively Moved the Needle in Student Retention and Graduation|
Colleges and universities are holistically and aggressively scrutinizing administrative infrastructure to improve student success. For such an effort to be successful, however, everything on a college campus must be open to scrutiny and everyone willing to change. This presents a huge leadership challenge: clearly outlining standards, communicating goals, allaying fears, and maintaining support at all levels, while always keeping eyes on what can be accomplished. This session engages participants in a discussion of these activities and practices for achieving success.
|3:30 pm||How the Other Half Lives|
In separate groups, CAOs and CBOs explore their perceptions of each other as well as the perceptions that others have of them. Groups visit the opposing room to see perceptions others have of their role and discuss implications.
Tuesday, August 5
|8:00 am||Continental Breakfast|
|8:30 am||Working Together Effectively Across the Campus|
The ability of the CBO and CAO to work together effectively and as effective leaders individually is strongly tied to their relationships with the president, cabinet and other key stakeholders and how well they work together. This session will focus on lessons learned and insights related to “managing up, down and across the organization.”
|10:30 am||Lessons from Health Care|
The health care industry has faced many of the challenges higher education leaders are grappling with today. These include rising costs, waning public support, new and potentially disruptive entrants, and serious questions about quality and value. This session explores the similarities between the two sectors and points to lessons learned in health care that can positively shape institutional strategy and practice.
|12:00 pm||Lunch with a Panel on Student Financial Literacy|
Colleges and universities have a unique opportunity to reach students at a time when they are beginning to develop both independence and career ambitions. By teaching them to align their educational plans and career paths, higher education institutions can prepare students to plan for successful financial futures.
Join Daniel Denecke, Associate Vice President, Programs and Best Practices for the Council of Graduate Schools (CGS), and Betsy Palmer, Senior Vice President for TIAA-CREF, as they talk about the unique challenges facing Gen Y, and share first-year insights from a multi-year endeavor among CGS, TIAA-CREF and leading universities to develop best practices for student financial education programs.
|1:30 pm||Using Data to Improve Institutional Practices and Policies for Student Success|
Institutional leaders increasingly are using data to inform campus decisions about policies and practices that impact student success. How can leaders use data to target the right interventions for the right students in the right amounts? This session will question the value of mandatory programs and look at myths like the value of liberal withdrawal policies. What institutions do greatly impacts what students do – this session encourages leaders to take ownership of their student success outcomes and adopt practices that help them to reach their goals.
|3:00 pm||Bringing it all Together|
|3:30 pm||Program Adjourns|
Willard InterContinental HotelOften called the Crown Jewel of Pennsylvania Avenue, The Willard InterContinental is conveniently located just one block from the White House. Internationally known as one of the best hotels in Washington D.C., The Willard's unique blend of contemporary luxury, historic charm and sustainable hospitality subtly reflects the spirit of the city. Insiders and newcomers alike will delight in their stay at The Willard. The Willard’s elegant and spacious guest rooms and suites tastefully combine the classic and the contemporary. Comfortable furnishings and timeless style unite with leading-edge technology to create the ideal luxury hotel for today’s busy and connected travelers.
Visit the Willard InterContinental Hotel website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 202.628.9100.
Rates are guaranteed until 7/7/2014, 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.
Beware of Room Block Poachers:This is the practice of companies posing as an agent or representative of an association offering hotel reservation services. They may offer a hotel room at a lower cost, and have an official sounding name such as "Exhibition Housing Management". "Poachers" will immediately charge your credit card, sometimes with a "service fee", and in many cases will not make a reservation. Be advised that this is NOT an official service. No attendee should be contacted about hotel reservations except by NACUBO. If someone outside of NACUBO contacts you, we urge you to ignore them and report them immediately to NACUBO.
The Catholic University of America
University of Massachusetts University Administration
SHOW FULL BIO » http://www.massachusetts.edu/po/caretbio.html
Vice Chancellor for Academic Affairs
St. Louis Community College Center
SHOW FULL BIO » Dr. Donna E. Dare is the district-wide vice chancellor for academic affairs at St. Louis Community College. Prior to April 2014 when a reorganization result in splitting out academic and student affairs, she served as the vice chancellor for academic and student affairs. In that role she oversaw the effort of the college to use Achieving the Dream and other initiatives as a catalyst for change in addressing the student success agenda. Those efforts resulted in a redesigned entering student experience and in ongoing redesign of developmental education. Dare also recently co-authored, with Dr. Kay McClenney, a series of articles on academic pathways that was recently published in the Community College Journal. Prior to serving as a vice chancellor, Dare served as the director of career and technical education at STLCC. Dare has a bachelor’s and master’s degree in English with a focus on British literature and a minor in Classical Greek and a Ph.D. in education from University of Illinois at Urbana-Champaign. Having taught English and education courses at a small community college, a small private university, a public university, and a corporate setting, she draws upon her personal and professional experience to share her vision for community colleges in redesigning students’ learning experiences. Dare also worked at University of Illinois at Urbana-Champaign as part of a national research center charged with conducting research on pathways and contextual teaching and learning. She continues to champion the national dialogue on the role of community colleges in transformative learning and academic pathways.
Senior Vice President for Administration & Finance
George Mason University
SHOW FULL BIO » Jennifer Wagner Davis, Senior Vice President for Administration and Finance Jennifer (J.J.) Davis was appointed the Senior Vice President for Administration and Finance for George Mason University in March of 2013. In this role she provides direction, oversight, and financial and operation management for Mason fiscal services; purchasing and accounts payable; budget and planning; campus police; auxiliary enterprises; transportation and parking services; human resources and payroll; facilities management, planning, financing and construction; and space management. J.J. brings a wealth of experience in budget planning, development and management vital to the continued growth and prosperity of the University. Previously, Ms. Davis excelled as the Vice President for Finance and Administration at the University of Delaware, where she and her colleagues touched on nearly every aspect of the campus, from the redesign of the human resources, finance and payroll systems to revamping the compensation system to the demolition of the Chrysler facility (and establishment of the UDid It Picnic.) Prior to joining the University of Delaware, she worked for the State of Delaware, serving from 1993 to 2008 in such capacities as budget director, deputy secretary of education, associate secretary of education for policy and administrative services, and lastly as the Cabinet Secretary-Director of the Office of Management and Budget. J.J. Davis was named International Women's Forum Fellow in 2008. Additionally in 2008, she received the Delaware Quality Award for OMB, Council of State Governments Innovation Leader for OMB, and the National Association of State Personnel Officers Award for Healthcare Innovation & New Human Resource Recruitment System. She serves as a director of the WSFS Corporation, a Delaware-based bank. Ms. Davis earned both her bachelor's degree in political science and her master's degree in policy analysis from Pennsylvania State University, through its integrated Undergraduate-Graduate Degree program. Ms. Davis resides in Fairfax, Virginia with her husband and two children.
Senior Vice President, Strategy
SHOW FULL BIO » Emme Deland is Senior Vice President for Strategy at NewYork-Presbyterian Hospital (NYPH), the University Hospital of Weill Cornell and Columbia University. She is responsible for developing the overall strategic plan for NYPH including both clinical and corporate plans. Her major responsibility over the last couple of years has been developing NYPH’s response to Health Reform and NYPH’s plans regarding Personalized Medicine and Medical Device development. Deland has spent 30 years in academic centers including NYPH, Mount Sinai Medical Center and the Brigham and Women’s Hospital. Deland is a Magna Cum Laude graduate of Harvard University with a BA in East Asian studies and earned a Master’s degree in Business Administration from the Joint Program of School of Public Health and Graduate School of Business at Columbia University.
Associate Vice President, Programs & Best Practices
Council of Graduate Schools
SHOW FULL BIO » Daniel D. Denecke is Associate Vice President, Programs and Best Practices at the Council of Graduate Schools. He currently directs a variety of initiatives to improve graduate education. Enhancing Student Financial Education, funded by TIAA-CREF, is designed to enhance financial education and debt management skills of graduate and undergraduate students; a second project, funded by the Alfred P. Sloan Foundation and the Teagle Foundation, seeks to integrate the assessment of student learning into professional development programs for graduate students aspiring to faculty careers; and a third project (with co-PI Julia Kent), with funding from the National Science Foundation, seeks to identify model approaches to integrating research ethics into graduate international collaborations. In Fall 2014, he will lead a new NSF-funded CGS project to enhance professional development skills training for U.S. graduate students in STEM fields. Previously, he has directed CGS projects on research ethics and the responsible conduct of research; joint degrees and dual degrees; and Phase I of the PhD Completion Project, to address the underlying factors of students’ departure from graduate study. While at CGS, he has authored and co-authored a variety of publications across the range of CGS initiatives, most recently Research and Scholarly Integrity: A Comprehensive Approach (2012) and Preparing Future Faculty to Assess Student Learning (2011).He received his PhD from the Johns Hopkins University and has served as faculty member at Georgetown University and the University of Maryland, College Park.
Vice President, Professional Development
Huron Consulting Group
SHOW FULL BIO » Tim is a Managing Director in Huron Consulting Group’s Higher Education Consulting practice. His professional experience in higher education includes a wide variety of responsibilities such as conducting assessments of operational and administrative effectiveness, establishing and operationalizing the enrollment vision and strategy,evaluating regulatory compliance, and developing educational programs. In addition, Dr. Fournier has assisted universities and academic medical centers with strategic and operational planning; enrollment and admissions, financial modeling; implementing operational infrastructure; process improvement; and marketing educational institutions to various stakeholders. As the first chief operating officer for an international branch campus of an American university, Tim played a key role in developing and implementing the strategy for student recruitment, admissions, and enrollment. Tim earned a BS from the University of Illinois, an MBA from Northwestern’ s Kellogg Graduate School of Management, and his doctorate in higher education management from the University of Pennsylvania.
Associate Vice President
Wayne State University
SHOW FULL BIO » Rob Kohrman is the Associate Vice President for Budget, Planning and Analysis at Wayne State University. In this role, his responsibilities include the development of the annual operating budget of the University and all institutional research activities and he is a member of the President’s Cabinet. He is also part of the University’s Enrollment Management Steering Committee and for several years, on an interim basis, oversaw all of the enrollment management responsibilities. Prior to his work at Wayne State, he worked for over a decade at the University of Colorado and also worked for several years at the University of Michigan. Rob received both is undergraduate and graduate degrees from the University of Michigan.
University of Massachusetts, Boston
SHOW FULL BIO » J. Keith Motley is the eighth chancellor of the University of Massachusetts Boston. He leads an institution with over 16,000 undergraduate and graduate students, a full-time and part-time faculty of more than 1,000, and a $323million annual budget. In addition to representing UMass Boston locally, nationally, and internationally, Chancellor Motley oversees newly launched and highly ambitious master plan and strategic planning initiatives that reflect the university’s determination to remain true to its origins as a teaching institution while enhancing its standing in research, preparing its students to succeed in a transnational world, graduating significantly greater numbers to meet increasing demand for a well-educated workforce, and similarly growing as a source of knowledge and public service. Prior to his appointment as chancellor, Dr. Motley also served in various roles both on the campus and in the UMass System’s office, following more than 20 years as an administrator for Northeastern University. Dr. Motley holds bachelor’s and master’s degrees from Northeastern University and a Doctor of Philosophy degree from Boston College. He also holds an honorary degree awarded by Northeastern University. He is a graduate of the University of Pittsburgh’s Upward Bound Program. He is married to Angela Motley and is the proud father of Keith Allyn, Kayla Iman, and Jordan Kiara.
Senior Vice President, Marketing and TIAA-CREF Executive Champion for the Enhancing Student Financial Education Program
Director, Executive Leadership Group
American Council On Education
SHOW FULL BIO » Jim Sirianni is the director of the Executive Leadership Group. He provides leadership and oversight for the design and implementation of all Executive Leadership Group programs for presidents, chief academic officers, and other senior administrators. He tracks patterns that affect institutional strategy and management practices and shares findings with ACE members. Previously Sirianni served as an academic affairs research consultant at The Education Advisory Board where he surfaced insights about the strategic issues chief academic officers and related senior administrators face. His portfolio included responsibility for uncovering best practices in academic affairs, managing a University Leadership Council research team, and presenting findings to clients across the country. Sirianni’s topic areas included academic program review, programmatic cost accounting, and advising. His signature projects leveraged predictive analytics to inform day-to-day practices. As an assistant dean and director of Stanford University’s summer programs earlier in his career, Sirianni oversaw academic offerings for 2,500 matriculated and visiting students during the summer term. His understandings of institutional operations and assessment contributed to a 70% enrollment growth during his tenure. In addition to his work with the summer session programs at Stanford, Sirianni consulted for the Provost’s office on accreditation topics and the Vice Provost for Undergraduate Education on advising and summer bridge program projects. Before joining Stanford, Sirianni served as a researcher at the Carnegie Foundation for the Advancement of Teaching. His research for Carnegie’s Business, Entrepreneurship, and Liberal Learning study resulted in the AAC&U award-winning Rethinking Undergraduate Business Education: Liberal Learning for the Profession. Sirianni earned his bachelor’s degree from Penn State University, followed by master’s degrees in education and sociology and a doctorate in higher education policy from Stanford University (CA). His research has examined diversity on college campuses and the role of assortative mixing in shaping a variety of student outcomes.
Retired Provost and Professor of History
George Mason University
SHOW FULL BIO » Dr. Peter N. Stearns became Provost and Professor of History at George Mason University on January 1, 2000; he was named University Professor in January 2011. He has taught previously at Harvard, the University of Chicago, Rutgers, and Carnegie Mellon; he was educated at Harvard University. During Dr. Stearns' tenure as Provost, George Mason has more than tripled its level of funded research and has tripled its number of doctoral programs. Expanding global partnerships include a growing number of dual degree programs and elaborate connections with students and universities in countries like Brazil, China, Russia, South Korea and Turkey. While under Dr. Stearns’ leadership, George Mason University was awarded the 2006 Andrew Heiskell Award for Innovation in International Education; and in March 2012, George Mason University launched a Global Problem Solving Consortium with several distinguished international partners, for which the University was awarded the Senator Paul Simon Spotlight Award for Campus Internationalization. Recently, he has spearheaded several particularly important initiatives to expand the university’s global presence, namely the establishment of the branch campus in Incheon, Korea, and the collaboration with INTO to increase the number and diversity of students recruited from abroad. Each of these projects is deeply rooted in a desire to increase global understanding, and opportunities for constructive collaboration among different societies. Dr. Stearns has also sought to maintain a creative balance between teaching and research at George Mason, with innovations such as the Center for Teaching and Faculty Excellence, research leaves for junior faculty members, and formal programs for undergraduate research. During his tenure, student retention and graduation rates have steadily improved, along with expansion of honors programs and residence life. Dr. Stearns, who will retire as Provost in June 2014 but maintain a robust faculty schedule, has authored or edited over 125 books, mainly in social history and world history. He has published widely in modern social history, including the history of emotions, and in world history. Representative recent works include Doing Emotions History and Peace in World History. Since 1967 he has served as editor-in-chief of The Journal of Social History.
Association for Institutional Research
SHOW FULL BIO » Dr. Randy L. Swing is Executive Director of the Association for Institutional Research. AIR provides professional development and support for 4,000 members from 1,500 postsecondary institutions on higher education policy and campus decision support. AIR members specialize in using data for planning, managing and operating postsecondary institutions. Dr. Swing is a frequent speaker at national and international conferences and author of books and articles on assessment, institutional research, and student success, especially the first year experience. Prior to joining AIR he held leadership positions at the Policy Center on the First Year of College and Appalachian State University. He holds a Ph.D. from the University of Georgia.
Vice President, Academics & Enrollment Management
SHOW FULL BIO » C. J. Vires holds a Ph.D. in Adult Learning and Higher Education from the University of Oklahoma and a Master of Education degree and Bachelor of Music Education degree from East Central University located in Ada, Oklahoma. His career began in the public school sector where he served as a band director for seven years and as a central office administrator for five years. In 1999, he returned to East Central University as director of the Grants Research Information Center and was promoted to interim assistant vice president for academic affairs in 2005, associate vice president of sponsored programs and research in 2006, and associate vice president for research and advancement in 2009. During his tenure at ECU, funding from external grants grew to exceed funding from state appropriations. He has written and had funded grant proposals totaling more than $65 million. In 2010, Dr. Vires moved to Freed-Hardeman University in Henderson, Tennessee and was appointed director of the Academic Success Center, and, in 2011, he began serving as vice president for academics and enrollment management.
Vice President, Finance and Treasurer
The Catholic University of America
SHOW FULL BIO » Cathy Wood is the vice president for finance and treasurer. She is responsible for finance, accounting, budget, endowment, technology services, human resources, physical plant and land development. Prior to joining CUA in 2005 as associate vice president for finance and budget, Ms. Wood was assistant vice president of finance at MedStar Health. She has held various finance positions in health care organizations. Ms. Wood received a bachelor's degree in accounting and business administration from Geneva College in Pennsylvania and a master's degree in finance from the University of Maryland.
2014 CAO and CBO Collaborations
August 4-5, 2014
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