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Events and Programs
Events and Programs

2014 Global Operations Forum

September 30-October 1, 2014
Renaissance Phoenix Downtown Hotel
Phoenix, AZ


Tuesday, September 30

11:00 amRegistration Opens
1:00 pmWelcome and Introductions
1:10 pmGlobal Activity Data: Who's Doing What Where and How do we Keep Track of it all?

Karen Kearney, Stanford University
Artemis Koch, University of Pennsylvania
Roberta Turri Vise, Boston University

Many institutions are grappling with the questions “How do we know what our faculty, staff or students are doing or are planning to do abroad?”; “How do we manage the information once we get it; and who needs to see it and how?” This presentation will explore what institutions are doing, and encourage discussion on how to capture details related to faculty, staff and students activities abroad; solutions identified or desired for storing and maintaining the data; and how they’re using the data once they get it.
2:40 pmRefreshment Break
2:55 pmCompliance with the New OMB Uniform Guidance in Federally-Funded International Projects

William Ferreira, Hogan Lovells US LLP
Marjorie Forster, University of Maryland Baltimore
Marta Thompson, Hogan Lovells US LLP

Panelists will explain how the new OMB Circular will affect financial and administrative compliance in federally-funded foreign projects and collaborations. For example, unique costs in international projects include, among others, foreign housing and living expenses, value added taxes, consular and visa fees, currency fluctuation, relocation, security, and severance payments to foreign nationals.
2:55 pmEvaluating your Global Support Project

Stacie Toal, Cannon River Consulting
Katie Van Geem, University of Minnesota-Twin Cities

As part of the establishment and implementation of university global support models, each university will ask itself: How do we know if we’re successful? What does success look like and how do we measure it? This session will review a variety of evaluation methods for global support projects and provide an evaluation planning tool for participants to take back to campus.
4:00 pmRecruiting and Retaining Staff for Overseas Campus

Omar Baki, Weill Cornell Medical College
Sunanda Holmes, Weill Cornell Medical College

This presentation will address the needs of universities and colleges that either already have overseas campuses or are planning to open international programs, with a focus on the hiring of faculty and research staff.
5:00 pmNetworking Reception

Wednesday, October 1

7:45 amBreakfast
8:15 amCross-Border Payments and Reporting: What Colleges and Universities Need to Know

Roy Deaver, Moss Adams LLP

The IRS is requiring more reporting with respect to payments made to individuals and organizations outside the U.S. This can lead to confusion and frustration for higher education institutions – particularly if they are just beginning to navigate these waters. This session will help you understand what reporting is required, when tax needs to be withheld, and how to establish processes to ensure compliance.
9:20 amGoing Global: Navigating the Potential Tax Issues Associated with China

David Gilbertson, PricewaterhouseCoopers LLP
Iris Pang, PricewaterhouseCoopers LLP
MaryAnn Piccolo, University of Pennsylvania

9:20 amNavigating the Tax and Legal Framework in India as an Education Provider

Hilary Black, University of South Florida
Kapil Dua, Sannam S4
Lakshmi Iyer, Sannam S4

Universities increasingly are seeking to establish sustainable partnerships with Indian institutions and are faced with tax implications when it comes to commercial relationships. This session will examine the options available to institutions as well as spotlight common mistakes to be avoided while operating in India.
10:20 amRefreshment/Check-out Break
10:45 amCash Management

Carrie Nelson, Carnegie Mellon University
Kaliopi Provencher, Johns Hopkins University

This presentation will identify common trends and challenges with getting money to and from programs in foreign countries and what role the business officer can play in managing risks. Learn how to spot issues and minimize risks to your institution and employees, and how to develop and implement sound business practices and internal controls.
10:45 amGlobal Operational Compliance in Education Abroad

Tom Guinan, University of Notre Dame
Bill Hoye, IES Abroad
Stacey Tsantir, University of Minnesota-Twin Cities

Industry standards advocate that U.S. based colleges and universities should be knowledgeable about and comply with applicable laws and regulations. For study abroad programs, this includes not only U.S. laws and regulations, but also those of the host country. This session will explore the international legal, tax and compliance requirements that impact education abroad and best practices to comply with the requirements.
12:00 pmCreation and Integration of Blocker Entity

Julia Hutchinson, Harvard University
Joe O'Regan, Harvard University
Lisa Woods, KPMG LLP

Panelists will discuss Harvard University’s development and implementation of a "blocker entity" for international operations. They will discuss the rationale for this approach, the planning and implementation process, and the communication and collaboration with clients and stakeholders within the university.
1:00 pmProgram Adjourns

Program Overview

2014 Global Operations Forum
September 30-October 1, 2014

Estimated CPEs:7


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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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