2014 Higher Education Accounting Forum
April 27-29, 2014
This event for advanced-level accounting and finance professionals offers the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions.
The program features plenary speakers as well as smaller sessions to address special topics. Roundtable exchanges—broken out by managerial and technical topics of interest to all types of institutions— allow participants to share ideas. This forum serves as both an annual update and future outlook where participants hear and engage in discussions on timely subjects impacting the higher education community.
In addition to a packed program, there are plenty of chances for networking with colleagues and speakers during breakouts, meals, and an opening night reception.
Let's explore why you should attend...
Who Should Attend
- Accounting Managers
- Associate Vice Presidents
- Budget Directors
- Chief Financial Officers
- Internal Auditors
What You'll Learn
- An awareness of preferred industry practice
- Understand how Federal legislative issues will impact the business office
- Insights about new accounting guidance on the horizon
No prerequisites and/or advance preparation required.
Participants will be awarded up to 15 CPE credits for this group live event. CPE credits can be earned in the following categories:
Accounting, Accounting (governmental), Auditing, Auditing (governmental), Finance, Personal Development, Specialized Knowledge and Application, Taxes
Saturday, April 26
|3:00 pm||Early Registration (2 hrs.)|
Sunday, April 27
|11:00 am||Registration Open|
|1:00 pm||Welcome and Introductions|
|1:15 pm||What’s Your Ethics IQ?: 5 Principles Smart Business Officers Live By|
|2:15 pm||The Affordable Care Act and How It Translates to Higher Education|
|3:15 pm||Refreshment Break|
|3:45 pm||Continuing the Conversation: Affordable Care Act|
|3:45 pm||Internal Reporting Roundtable|
|3:45 pm||International Operations Roundtable|
|3:45 pm||Social Media Roundtable|
|5:30 pm||Welcome Reception|
Monday, April 28
|7:00 am||Networking BreakfastAt this breakfast, we encourage you to wear something from your current college or university or your alma mater. This is a great way to get to know other attendees and show your school spirit! Monday is a casual day.|
|8:00 am||Behind The Headlines|
|9:15 am||Washington Update|
|10:00 am||Refreshment Break|
|10:15 am||FASB Update|
|10:15 am||GASB Update|
|11:30 am||FASB Roundtable|
|11:30 am||GASB Roundtable|
|11:30 am||Tax Update|
|12:30 pm||LunchDuring lunch, certain tables will be designated to specific types of colleges and universities. This will allow for discussions with peers on topics pertinent to those institutions.|
|2:00 pm||Campus Energy Efficiency and Sustainability IS a Financial Decision|
|2:00 pm||Performance Funding and Communication|
|2:00 pm||The Confluence of Internal Audit, Compliance and Risk Management|
|3:15 pm||Refreshment Break|
|3:30 pm||Accounting Principles Council Update|
|3:30 pm||Credit Rating Analytics and Strategic Positioning|
|3:30 pm||The Accounting of RCM|
Tuesday, April 29
|7:00 am||Continental Breakfast|
|8:00 am||The State of Higher Education|
|9:15 am||Communicate to Persuade|
|9:15 am||Financial Statement Review for Private Institutions|
|9:15 am||Financial Statement Review for Public Institutions|
|10:45 am||Data Mining/Fraud Detection|
|10:45 am||OMB's New Uniform Guidance|
|12:00 pm||Program Adjourns|
Explore downtown from a convenient location and comfortable accommodations at this family friendly downtown Minneapolis hotel. Enjoy a grand welcome as you arrive in the hotel lobby, offering floor-to-ceiling windows, crystal chandeliers, marble floors and a custom art collection featuring Minnesota landmarks by Minnesota artists. Indulge in delicious Midwest cuisine with a metropolitan flair or enjoy a casual cocktail and alluring appetizer at SkyWater Cuisine and Cocktails - the hotel’s downtown Minneapolis restaurant.
Visit the Hilton Minneapolis website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 612.376.1000.
Rates are guaranteed until 3/30/2014, 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.
Associate Vice President and Systemwide Controller
University of California Office of the President
Executive Director, Internal Audits
Johns Hopkins University
SHOW FULL BIO » Frank Bossle is the Executive Director of the Office of Hopkins Internal Audits OHIA). OHIA provides risk-based internal audit and investigative services to both the University and Johns Hopkins Health System. Frank joined Hopkins in 2000 and has prior experience in the for-profit and public accounting sectors. He has both a Bachelors (Accounting) and Masters degree (MBA) from Loyola University in Maryland. Frank is also a Certified Public Accountant. Frank is a native of Baltimore and lives in Timonium with his wife Diane and daughter Lindsay
Grand Valley State University
SHOW FULL BIO » Pam Brenzing serves as the Controller for Grand Valley State University (GVSU) located in West Michigan. She started her career as an auditor at Ernst & Young and came to GVSU in 1994. Since then GVSU has grown substantially - more than doubling in size to over 24,000 students. Pam has served as Controller since 1999 and oversees accounting, grant accounting, financial reporting, payroll and student accounts. Pam is a CPA and has a Bachelor of Science in Accounting from Calvin College and a Master of Business Administration from Grand Valley State University.
Assurance Senior Manager
Moss Adams LLP
Director, Federal Affairs
SHOW FULL BIO » Liz Clark is Director of Federal Affairs for the National Association of College and University Business Officers (NACUBO). Liz has been working to advance the goals and priorities of colleges and universities on Capitol Hill since 1999. She joined NACUBO after spending more than three and a half years leading the State University of New York (SUNY) System Office of Federal Relations in Washington, DC. Liz also served as Director of Federal Relations for Oregon State University and prior to that, she was Assistant Director of Federal Relations at Cornell University, where she was charged with overseeing Cornell University's first Washington, DC-based federal relations office. A native of Liberty, NY, Liz is a graduate of Binghamton University (SUNY) and received a Master’s of Science degree in Policy Analysis and Management from Cornell University. While in graduate school, she also completed a fellowship at the University at Albany's Center for Women in Government.
Vice President, Health & Benefits Consulting
SHOW FULL BIO » Steve Clausen is a national health care strategist and benefit consultant with over 25 years of experience working with large employers in the public and private sector. Steve serves employers across the country, bringing thought leadership around emerging trends, legislative compliance and financial impact as it relates to the their long-term health care strategy. Steve also brings specific expertise and practical experience helping clients to develop and deploy their benefits strategy, implement best parctices, deliver population health management designed to tackle poor health and identify cost managment strategies linked to improving business performance.
SHOW FULL BIO » Ms. Clayton has over twenty-five years of public finance experience and is a Director in Wells Fargo Securities’ Higher Education and Non-Profit Group. Prior to joining Wells Fargo Securities, she worked at UBS. Before investment banking, Ms. Clayton was a Managing Director with Fitch Ratings where she was responsible for evaluating and recommending the ratings of various public and private institutions of higher education, cultural institutions and other not for profit entities. She also has experience as an issuer of debt with the University of Texas System where she was the Assistant Vice Chancellor of Finance. Ms. Clayton is a chartered financial analyst (CFA) and has a BBA from the University of Texas at Austin and an M.B.A. from Texas State University. Ms. Clayton is registered as a General Securities Representative (Series 7) and an Investment Banking Representative (Series 79) and has passed the Uniform Securities Agent State Law Examination (Series 63).
NACUBO Consultants and Speakers
SHOW FULL BIO » Karen Craig is a consultant providing technical accounting, reporting, finance, and analytical expertise to not-for-profit organizations with a focus on higher education. She has worked with NACUBO on a number of financial accounting and accounting related issues and publications over the past six years. In addition, Ms. Craig has contributed to several AICPA publications for Not-for-Profit organizations including the most recent Accounting Trends and Techniques, Audit and Accounting Guide, Audit Risk Alert, and course material for the NFP Certificate. From 2002 to 2009, Ms. Craig was an Associate Controller at Stanford University where she was responsible for the overall operations of the Investment Accounting, Financial Reporting, Capital Accounting, Payroll, and Disbursements departments. Among her many responsibilities, she oversaw the completion of the annual audits and preparation of the University’s financial statements and annual report. She also provided business office oversight on several financial accounting, budgeting, and human resource system implementations. Prior to Stanford, Ms. Craig was Controller at a software startup company and a Senior Audit Manager with PricewaterhouseCoopers. Ms. Craig holds a degree in Journalism and an MBA from Cal Poly, San Luis Obispo, California and is a licensed CPA in the state of California. She is a member of the AICPA's Not-for-Profit Entities Expert Panel, the AICPA Not-for-Profit Advisory Council, and is an advisor to NACUBO’s Accounting Principles Council.
Senior Policy Analyst
Executive Vice President
SHOW FULL BIO » Bill Dillon Executive Vice President NACUBO Before joining NACUBO in 2004, Bill served as a business officer at both Carnegie Mellon and Chatham Universities and national vice president of market development for ARAMARK Corporation. He has a BS degree in industrial engineering from Carnegie Mellon and both an MPA in public and international affairs and a Ph.D. in higher education administration from the University of Pittsburgh. Over the years, Bill has taught undergraduate courses in operational analysis at both Carnegie Mellon and Chatham University and in the MBA program at Indiana University of Pennsylvania. He has published articles related to a wide range of educational issues in NACUBO's Business Officer magazine and other professional journals and has been a speaker at the annual meetings of the Council of Independent Colleges, the National and Eastern Associations of College and University Business Officers, the Association of Sustainability in Higher Education, the National Association of Student Personnel Administrators, the Association of College Unions International and the University Risk Managers International Association. Recently Bill has been advising both the Bill and Melinda Gates Foundation and the Lumina Foundation on financial issues related to improving student success.
SHOW FULL BIO » Amy Douglas is a Certified Public Accountant. She has served as Auburn University’s Controller since 2010. Ms. Douglas joined the university in 1999 working in Internal Audit and moved to Financial Reporting in 2005. Raised in Auburn, Amy attended Auburn University, and upon graduating, began her career in public accounting with Pricewatherhouse Coopers. Ms. Douglas is the chair of the university's Banner Finance Committee and a member of the University Wide Information System team and the Banner Oversight team. Amy also participates in Ellucian’s Finance and General Community Source Initiative Committees.
Senior Vice President
Moody's Investors Service
Campus Strategies, LLC
SHOW FULL BIO » Larry Goldstein is the president of Campus Strategies, LLC—a management consulting firm providing services to colleges and universities as well as organizations serving higher education. Larry writes and speaks frequently on various subjects related to higher education finance and management. His most recent book is College and University Budgeting: Foundations for Institutional Effectiveness, published by NACUBO in 2012. Prior to establishing Campus Strategies, LLC, in 2001, Larry served as NACUBO’s senior vice president and treasurer. Before joining NACUBO he spent 20 years in financial administration positions on four college campuses. In his last campus position he was the University of Louisville’s chief financial officer. Larry, a certified public accountant, earned a Bachelor of Accountancy degree from Walsh College and a Master of Science degree from the University of Virginia. He is a recipient of NACUBO’s Daniel D. Robinson Award in recognition of his contributions to higher education accounting and financial reporting.
Director, Facilities Management & Environmental Policy
SHOW FULL BIO » At the National Association of College and University Business Officer (NACUBO), Sally is the Director of Facilities Management and Environmental Policy since April 2013. She works collaboratively throughout the organization to deliver innovative, high quality information, programs, products and services for the membership and other stakeholders relating to facilities and sustainability issues. Sally staffs the Sustainable Advisory Panel and is interweaving environmental sustainability programs to align with the NACUBO’s programs that promote sound financial sustainability stewardship. Before joining NACUBO she served as the System Director for Facilities Planning at Minnesota State Colleges & Universities (MnSCU) Office of the Chancellor for thirteen years. She was responsible for planning oversight of 27 million square feet in 54 campus locations which is structurally composed of 7 state universities and 25 two-year institutions with multiple campus sites with over 350,000 students. The capital budget process under her responsibility garnered over $962 million dollars (more than any other state agency). Prior to MnSCU she was a team leader at the Department of Administration for the correctional system, capitol grounds and community college system. Before that work she was an architect in the private sector working with community and nonprofit groups and an architectural instructor at two separate technical colleges. She has an Environmental Design degree and the professional Architectural degree from the Institute of Technology at the University of Minnesota. In 2008 she was elevated as a fellow in the American Institute of Architects in the pubic architecture category. She was the first chosen in this category from Minnesota due to her advancing the quality of planning and programming in the state’s public architecture. In 2009 she became LEED Accredited Professional certified (Leadership in Energy and Environmental Design).
Metropolitan State University
SHOW FULL BIO » Sue K. Hammersmith has enjoyed a distinguished career in public higher education. With an undergraduate major in anthropology and a master’s degree and Ph.D. in sociology – all from Indiana University – she has a keen interest in human culture, social change, and organizational development. Hammersmith has served as president of Metropolitan State University since 2008. Metropolitan State is one of seven state universities in the Minnesota State Colleges and Universities system. It serves as the comprehensive state university in the Twin Cities metropolitan region, and it enrolls over 11,000 students a year. Under Hammersmith’s tenure, its enrollments have grown by 20%, its enrollment of students of color has increased by 35%, and the number of degrees conferred has grown by 38%. Designed to serve post-traditional students including transfer students and working adults, Metropolitan State University is regarded by many as the nation’s premier university for lifelong learning. Hammersmith previously served as Provost and Vice Chancellor for Academic Affairs at the University of Wisconsin-Green Bay (2002-2008), as Dean of the College of Arts and Sciences at Ferris State University (1987-2002), and as founding Dean of the University College at Ball State University (1985-1987). At Indiana University-Purdue University at Indianapolis (1976-85), Hammersmith served as a tenured faculty member in sociology and as assistant dean of the Indiana University School of Liberal Arts. Hammersmith began her career as a research associate at the Alfred C. Kinsey Institute for Sex Research at Indiana University. Her groundbreaking research in conjunction with the Kinsey Institute produced major scientific breakthroughs in the study of sexual orientation, homosexual identity, and related topics. A number of her published works have been translated into foreign languages. Her academic research and scholarship also led to numerous national media appearances and interviews, including appearances on the Oprah Winfrey show, Good Morning America!, and The Today Show. Hammersmith has received numerous awards for her contributions in the areas of leadership, scholarship, and civil rights. Hammersmith’s areas of special interest include international education, cultural diversity, anti-racism, and the fine and performing arts.
University of South Florida
SHOW FULL BIO » Anne Jetmundsen is the Tax Advisor for the University of South Florida (USF) in Tampa, Florida and is Chair of the NACUBO Tax Council. She served on the IRS Information Reporting Program Advisory Committee (IRPAC) in 2011-2013. Ms. Jetmundsen has been instrumental in implementing tax compliance programs at USF for areas including unrelated business income tax, sales tax, fringe benefits, independent contractor and scholarship classification. Prior to assuming the Tax Advisor position in 1996, Ms. Jetmundsen was employed in the tax departments of TECO Energy, Inc. and KPMG Peat Marwick.
Vice President, Financial Affairs
University of San Francisco
Vice President, Health & Benefits Consulting
SHOW FULL BIO » Leah is a Senior Consultant in our Health and Benefits practice located in Minneapolis, MN. She has been with Aon Hewitt for seventeen years. Her consulting responsibilities encompass a broad range of activities in health and welfare program strategy, design, health care reform, vendor evaluation and implementation. Some of the projects she has managed include: leading strategic projects focused on driving cost savings and consumerism; redesign and bid work for major mergers/acquisitions; developing strategies around health management, behavior change and wellness initiatives and management of vendor marketing and renewal processes. Leah earned her Bachelor of Arts degree with honors in management and political science from Gustavus Adolphus College located in St. Peter, Minnesota. Some of the clients Leah has worked with include: Ceridian Corporation, Deluxe Corporation, SCL Health System, SUPERVALU INC., The Travelers Companies, Inc., The Toro Company, and Voith AG.
Huron Consulting Group
SHOW FULL BIO » Andrew 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, North Dakota University, the University of Kentucky, Drexel University and Ohio University.
Associate Director: Tax Compliance
University of Central Florida
SHOW FULL BIO » Joel Levenson is currently the associate director for tax compliance at the University of Central Florida located in Orlando, Florida. His primary responsibilities include coordination of audits, review of UBIT methodologies, opine on worker classification issues, tax-exempt debt issues and ensure compliance with other Federal & State taxing authorities. Joel became a member of the IRS Information Reporting Program Advisory Committee in 2016. Joel is proudly involved with NACUBO, serving as a member of the Tax Council. He has been involved with NACUBO's advocacy efforts involving Forms 1098-T and commenting on proposed legislation. He was a recipient of the 2015 NACUBO Tax Award. Prior to joining UCF in 2009, he worked as a tax supervisor at McGladrey focusing on FAS109, FIN48, C & S Corps, IRS audit response and international compliance. He was heavily involved with recruiting & training. Joel graduated from the University of Central Florida with a B.S. in Accounting and an MST. Joel and his wife are raising two lovely daughters.
University of North Dakota Main Campus
SHOW FULL BIO » Sharon Loiland has 20 years of higher education accounting experience. She is currently the controller at the University of North Dakota in Grand Forks, ND. Her responsibilities include financial reporting and managing the departments of Accounting Services, Student Account Services, Purchasing and Asset Management. Before joining the University of North Dakota, Sharon was the controller at Minot State University. She has also worked in banking and health care. Sharon received a Bachelor of Science degree in accounting from Minnesota State University Moorhead and is a Certified Public Accountant.
Grant Thornton LLP
SHOW FULL BIO » Kim McCormick is a partner with Grant Thornton, LLP in the San Francisco Bay Area. She has 30 years of experience working with all types of not-for-profit organizations and governments and currently serves as an audit partner for several colleges and universities, religious organizations, museums, foundations, social service organizations and many organizations subject to Uniform Guidance. Kim previously served on the Executive Committee of the AICPA’s Governmental Audit Quality Center and is currently chairing the planning committees for the AICPA's National Governmental Accounting and Auditing Update and the CalCPA Not-For-Profit Organizations Conference. Kim serves on the audit committee of Northern California Grantmakers and is a member of the AICPA and CalCPA.
Financial Accounting Standards Board
SHOW FULL BIO » Jeffrey D. Mechanick FASB Assistant Director Jeff Mechanick is an Assistant Director at the Financial Accounting Standards Board (FASB). In that role, he provides strategic and technical oversight of all activities involving nonpublic entities (private companies and not-for-profit organizations (NPOs)), oversees staff support for the Private Company Council, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader outreach activities. He has also been the lead staff person for the AICPA/FAF/NASBA Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group. Prior to joining the FASB, Mr. Mechanick spent a combined twenty years working in and with the not-for-profit sector, as the chief financial officer of Planned Parenthood Federation of America, Inc., and before that, as a senior audit manager with KPMG, LLP. Mr. Mechanick earned a Bachelor of Arts degree in biological sciences from The University of Chicago and an MBA in professional accounting from Rutgers University. He is a member of the AICPA and the New York State Society of CPAs, and has served on the AICPA’s NPO Expert Panel.
Director, Accounting Policy
SHOW FULL BIO » Jonathan Meyer is Certified Public Accountant with over a dozen years experience in a wide variety of global accounting investigations and disputes. He specializes in accounting and financial investigations that involve large datasets and require innovative approaches to efficiently analysis data from disparate sources. Prior to joining KPMG, he worked in a number of markets, including five years living in London. Jonathan is a Director in the Chicago office of KPMG’s U.S. Forensic Advisory Services practice.
SHOW FULL BIO » Lou Mezzina is an audit partner, based in KPMG’s New York office, and is KPMG’s National Industry Director for Higher Education and Other Not-for-Profits. With more than 35 years of experience, Lou has served many of KPMG’s college and university, as well as other not-for-profit organization clients. In his national role, he serves as a resource to audit committees and management of several of the firm’s clients and their KPMG service teams and leads internal knowledge sharing efforts. Lou led KPMG’s contributing team in the development of Strategic Financial Analysis for Higher Education – Sixth & Seventh Editions. He is a frequent presenter for KPMG, AICPA, and NACUBO conferences and seminars as well as a frequent speaker on matters of interest to higher education and other not-for-profit organizations. Lou is a former chairman of the Not-for-Profit Organizations Committee of the New York State Society of Certified Public Accountants and served a three-year term on the Not-for-Profit Organizations Committee of the AICPA. He is a past president of the Make-A-Wish Foundation of Metro New York.
Crowe Horwath LLP
SHOW FULL BIO » Stuart J. Miller, Partner Crowe Horwath LLP Mr. Miller has over twenty-eightyears of audit and business advisory experience in the public sector arena, specializing in higher education, research organizations, private foundations, religious institutions, membership organizations, and social service agencies. He has served some of the largest and most prestigious institutions in the Midwest. Mr. Miller has significant experience in financial reporting, budgeting, governmental regulations, organizational reviews and business process redesign. He is a regular conference speaker on subjects impacting not-for-profit organizations. Mr. Miller is a member of the American Institute of Certified Public Accountants, Illinois CPA Society, Donors Forum, and the National Association of College and University Business Officers. Currently, he sits on the Boards of Directors of Donors Forum and the Poetry Foundation. Mr. Miller graduated from The Ohio State University in 1985 with a Bachelor of Science in Business Administration.
Associate Vice President for Finance and Controller
University of Notre Dame
SHOW FULL BIO » Andrew (Drew) M. Paluf, a 1980 Notre Dame graduate, has been controller of the University since January 1997. He was promoted to Associate Vice President for Finance in July 2010. As associate vice president & controller, Mr. Paluf oversees seven University units - accounting & financial services, financial reporting & analysis, research and sponsored programs accounting, payroll, accounts payable, tax, and accounting operations and advisory services - and is responsible for financial statement preparation and all accounting activities. He is a current board member of the University of Notre Dame in England and is responsible for several leadership teams on campus involving University-wide initiatives. The University of Notre Dame is currently ranked as one of the nation’s top twelve endowed institutions in the country. Prior to returning to his alma mater, Mr. Paluf spent seven years in a variety of finance and corporate development positions with Ferro Corporation, a Cleveland-based manufacturer of specialty materials, chemicals and plastics, for industries worldwide. Before joining Ferro, Mr. Paluf spent two years in corporate development with NACCO Industries and seven years in the Cleveland offices of Ernst & Young, both in their consulting and auditing practices. An accountancy major at Notre Dame, Mr. Paluf earned a masters of business administration degree from Indiana University in 1984 and has been a Certified Public Accountant since 1982. He and his wife, Kelly, a 1982 Notre Dame graduate, shared the Cleveland clubs Award of the Year in 1996. Mr. Paluf was born and raised in Cleveland, Ohio. Recently, Mr. Paluf served as an ex-officio member of the American Institute for Certified Public Accountant’s Not for Profit Expert Panel in addition to serving as a member of the National Association of College and University Business Officer’s (“NACUBO”) Accounting Principles Council. Additionally he was a member of the Board of Regents at St. Ignatius High School in Cleveland, OH and sat on the board of directors of Michiana Telecasting Corporation, South Bend’s NBC affiliate. He is an active member of both the finance committee for St. Anthony’s Parish in South Bend and the school board for the Ft Wayne-South Bend Diocese. Mr. Paluf was recognized by NACUBO as the 2009 Daniel D Robinson Award winner for outstanding individual contributions to the field of College and University Accounting and Operations by his peers.
National Association of State Budget Officers
SHOW FULL BIO » Scott D. Pattison has served as the Executive Director of the National Association of State Budget Officers (NASBO) in Washington, D.C. since 2001. Founded in 1945, NASBO serves as the professional organization for all state budget officers of the fifty states and U.S. territories. NASBO collects data and publishes numerous reports on state fiscal conditions and organizes meetings and training for budget and finance officials. The organization also provides public officials, the media and citizens detailed information on state financial management and budgeting. Prior to coming to NASBO, Pattison served for four years as Virginia’s state budget director and also headed the Regulatory and Economic Analysis section of the Virginia Department of Planning and Budget. He previously served in a variety of capacities in the office of the Virginia Attorney General, including as Counsel on finance issues. Pattison has served on numerous boards and has been an adjunct faculty member at the University of Richmond and recently served on the board of Old Dominion University. He is a fellow with the National Academy of Public Administration (NAPA) and is currently Vice Chair of the Association for Budgeting and Financial Management (ABFM). Pattison began his career as an attorney with the federal government serving in several positions at the U.S. Federal Trade Commission (FTC) in Washington, D.C. including as an Attorney-Advisor. Pattison graduated Phi Beta Kappa from the George Washington University in Washington, D.C. and received his law degree from the University of Virginia. Identified as an important “Player” in public policy by The Washington Post, Pattison is frequently interviewed by national news organizations including The New York Times and National Public Radio.
Vice President and Director, Finance, Administration & Business
University of Minnesota at Morris
SHOW FULL BIO » Lowell Rasmussen Vice Chancellor, Finance and Facilities University of Minnesota, Morris 600 East 4th Street, Morris, MN 56267 Lowell Rasmussen serves the University of Minnesota, Morris as the Vice Chancellor for Finance and Facilities. He earned his bachelor’s and master’s degree at Mankato State University. Before joining the Morris campus community, Rasmussen served as Plant Services Director at the University of Minnesota’s Waseca campus. Rasmussen has been working in the University system since 1977. Prior to that Mr. Rasmussen served in private industry. Rasmussen directs the activities of finance and facilities on the Morris campus. Morris has taken a proactive approach to sustainable energy and distributed generation. The campus has received national recognition for the work in renewable energy and carbon reduction tied to local economic development. He has been an invited speaker for national renewable and alternative energy conferences and organizations, and recipient of USDA and DOE research grants in biomass and distributed generation.
Vice President and Treasurer
SHOW FULL BIO » Fred Rogers has been the vice president and treasurer of Carleton College since August 2004. Prior to coming to Carleton, he served as Cornell University’s vice president and chief financial officer for 10 years. Fred served as vice president of business affairs and chief financial officer of Carnegie Mellon University for 9 years before going to Cornell. He served for one year as the Executive Assistant to the Secretary of Labor and Industry of the Commonwealth of Pennsylvania, while on leave from Carnegie Mellon. After graduating from Carleton in 1972 with a BA in mathematics, he received an MS with distinction from Carnegie Mellon’s Heinz School of Public Policy in 1974 and began his career at Carnegie Mellon in Institutional Research. Rogers has served on a number of boards of Directors including EACUBO and the Council of Government Relations (COGR). He has long served as a trustee of the Lebanese American University, having graduated from the American Community School in Beirut while his family was living in Saudi Arabia. Rogers now serves as the chair of the NACUBO Sustainability Advisory Committee, and is the President of the Northfield Economic Development Authority and a member of Rotary International. Rogers has been a presenter at many professional meetings and organizations including: NACUBO, EACUBO, COGR and EDUCAUSE. While representing Cornell on the board of COGR, he served two years as the chair of the Costing Policies Committee and two years as chairman of the COGR Board. Rogers taught in the SACUBO/University of Kentucky CBMI Program and the NACUBO Executive Leadership Symposium before he helped to initiate the EACUBO/Cornell University Administrative Management Institute(AMI). He continued to direct and lead AMI each summer for 21 years, before retiring from that position in 2014. Rogers has written or co-authored a series of white papers with the Commonfund Institute on the subject of endowment management and giving that are available on the Commonfund website. In 1998 Rogers received the Alumni Merit Award from Carnegie Mellon University and in 2010 was selected as the Small Endowment Manager of the Year by Institutional Investor Magazine. In 2013 Rogers was named the NACUBO Distinguished Business Officer of the year. Rogers is married to his Carleton classmate, Jenny Hartley (’72). They have three grown children and one grandchild and live in Northfield.
Senior Fellow, Finance & Campus Management
Controller and Director of Financial Operations
University of Michigan
SHOW FULL BIO » Cheryl Soper is the controller and director of financial operations for the University of Michigan. Her responsibilities include financial reporting and the integrity of all underlying accounting records; accounting services and investment accounting; student financial services including student billing and loans; cost reimbursement activities including the f&a rate proposal; and payroll. . Prior to joining the University of Michigan in 2001, Cheryl was a senior manager at PricewaterhouseCoopers, where she provided accounting and auditing services to a wide variety of education, not-for-profit and other organizations, including SEC companies. Cheryl, a B.B.A. graduate of the University of Michigan, is a Certified Public Accountant and past chair of the National Association of College and University Business Officials (NACUBO) Accounting Principles Council. Cheryl received the Daniel D. Robinson Accounting Award from NACUBO in 2010 for her ongoing commitment to the advancement of college and university accounting and financial reporting. In Ann Arbor, Cheryl serves as a board and advisory committee member of local community, arts and cultural organizations.
Associate Vice President
SHOW FULL BIO » Charles Tegen serves Clemson University as an Associate VP for Enterprise Risk Management. He is a certified public accountant with over 35 years experience in positions related to higher education and governmental accounting and financial reporting. Charles has served as chair for the NACUBO Board of Directors and currently is serving as the higher education representative on the Governmental Accounting Standards Advisory Council. He has received NACUBO’s Daniel D. Robinson award, which recognizes individual excellence and leadership in the advancement of college and university accounting and reporting. Charles has been a frequent speaker at NACUBO and the related regional associations professional development programs.
Director of Health and Safety, DIS - Study Abroad in Scandinavia
University of Minnesota-Twin Cities
SHOW FULL BIO » Stacey R. Bolton Tsantir is the Director of International Health, Safety and Compliance at the University of Minnesota. Mrs. Tsantir is responsible for international health, safety, and liability issues for students, staff and faculty across the University’s five-campus system. She manages the university’s international policies, emergency planning and response, international medical and security insurance, international travel committee, and the faculty/staff travel registry. She is also leading a new effort to provide global operational compliance support to the university’s research, outreach, and teaching activities around the world. Ms. Tsantir is the 2014 past-chair of NAFSA’s Education Abroad Knowledge Committee’s Health and Safety subcommittee. She has a Juris Doctor in Law, Master of Arts in education policy and administration with a focus on comparative and international development education (CIDE), and a Bachelor of Science in communications and journalism. She has traveled to every continent with the exception of Antarctica and has lived in Belgium, Australia, and Japan.
Plante & Moran, PLLC
SHOW FULL BIO » Partner - Higher Education Group Leader, Plante & Moran, PLLC Vicki has more than 25 years of experience in accounting, auditing and tax for colleges and universities, not-for-profit corporations, governmental entities, healthcare organizations, and employee benefit plans. Vicki is Plante Moran's Industry Group Leader for higher education and spends almost 100% of her time serving public and private institutions. She is the engagement partner on several state universities, community colleges and private colleges. Vicki is the co-author and lead partner on development of the State of Michigan Manual for Uniform Financial Reporting for Michigan Community College and lead facilitator for the revisions to the Michigan Community University Activities Classification Structure Manual under GASB 34/35 and serves as technical advisor to the group of seven Michigan institutions and the Michigan Community College Association in regards to the Michigan Public School Employees Retirement System and GASB 68. Vicki spends significant time on federal programs subject to Circular A-133, working with Student Financial Aid, Vocational Education, Research and Development grants, program audits, and other compliance areas. Vicki is also a frequent presenter at sessions sponsored by the Michigan Community College Business Officers Association, Purdue Accounting Forum, Association of Independent Colleges of Illinois, the Council of Michigan Foundations as well as training sessions and webinars provided by Plante Moran. Vicki has a Bachelor of Business Administration in Accounting from Western Michigan University.
Governmental Accounting Standards Board
SHOW FULL BIO » David A. Vaudt was named chairman of the Governmental Accounting Standards Board effective July 1, 2013. Mr. Vaudt came to the GASB after serving the previous 10 years as Iowa’s elected state auditor. Prior to his election, Mr. Vaudt worked for 25 years in the Des Moines, Iowa office of KPMG LLP, including 13 years as an audit partner. Mr. Vaudt has served as president of the National State Auditors Association, chair of the National Association of State Boards of Accountancy, and chair of the Iowa Accountancy Examining Board. He also served on the boards of numerous nonprofit service organizations in Iowa. Mr. Vaudt, a graduate of Upper Iowa University, is a Certified Public Accountant.
The Ethics Guy
Associate Vice President
University of Utah
SHOW FULL BIO » Jeff is a long time contributor to WACUBO professional development courses, having taught both the Basic and Intermediate Accounting courses for several years. He was the main developer and now co-instructor for WACUBO’s annual workshop for Academic & Unit Business Officers. He has also been actively involved with NACUBO – serving twice on their Accounting Principles Council, teaching at several forums and workshops. He received NACUBO’s Professional Development Award for 2009. Mr. West is a CPA, and has over 30 years’ experience in higher education finance, at four different public institutions in the Western U.S. He holds both bachelor and master degrees from Utah State University.
Assistant Vice President for Finance
Stevens Institute of Technology
SHOW FULL BIO » Mary Spina Wheeler is the Assistant Vice President for Finance at Stevens Institute of Technology. Her responsibilities include oversight of the offices of the Controller and Campus Support as well as Financial Systems, Sponsored Accounting and Cost Analysis, and Procurement. Prior to her position at Stevens Mary was the Assistant Vice President for Business Services at the Arizona State University Foundation. She has also served in various financial positions at Cornell University, St. Lawrence University and Skidmore College. Mary is the 2012 winner of the Daniel D. Robinson award and the author of NACUBO's Guide to Unitizing Investment Pools - Second Edition. She was the 2010 chair of the NACUBO Accounting Principles Council and was previously chair of the Syracuse EACUBO Regional Group. She has a B.S. degree in Accounting from the SUNY at Oswego and is a licensed CPA in the state of New York.
Director of Online Learning
Crowe Horwath LLP
SHOW FULL BIO » Brian has over fifteen (16) years of total professional experience. This includes over thirteen years of audit and business advisory experience with the majority in the Public Sector arena, specializing in audit and accounting matters impacting higher education and not-for-profit organizations. Brian has significant experience in relation to financial reporting, budgeting, and governmental regulations. He has spoken at educational conferences on a variety of topics including: • Complex Higher Education and Not-For-Profit Accounting Issues • Financial Reporting Best Practices for Higher Education and Not-for-Profit Organizations • Alternative Investments • Accounting and Auditing Annual Updates • The Impact of the AICPA Fair Value Whitepaper • Endowment Accounting
2014 Higher Education Accounting Forum
April 27-29, 2014
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