2014 Managerial Analysis and Decision Support
November 13-14, 2014
Omni Charlotte Hotel
OverviewManagerial analysis and decision support is integral to well-run higher education institutions. College and university experts present core concepts and techniques needed to tackle resource allocation, financial management, costing, analysis, communication, and collaboration. Topics such as revenue forecasting, ratios, costing methodologies, budgeting, performance measurement, capital planning, the operating environment, and management reporting are addressed. Case studies and campus expert panels provide institutional relevance.
Who Should Attend
- Budget Managers
- Finance Administrators
- Institutional Researchers
- Internal Auditors
- Planning Managers
What You'll Learn
- Experience applying measurement models to programs, departments, and infrastructure
- Management reporting and related effective communication practices
- An understanding of planning and budgeting concepts and principles
- Knowledge of managerial analysis support processes in higher education
- Analysis techniques that turn data into information
No prerequisites and/or advance preparation required.
Participants will be awarded up to 12 CPE credits for this group live event. CPE credits can be earned in the following categories:
Finance, Management Advisory Services, Communication
Thursday, November 13
|8:00 am||Registration Open & Breakfast Available|
|9:00 am||Introductions and Overview|
|9:30 am||Business Intelligence in Higher Education|
|10:45 am||Refreshment Break|
|11:00 am||How Much Does it Cost?|
|11:00 am||Resource Management - Overview and the Impact of External Pressures|
|1:15 pm||Budget Tools Up Close and Personal|
|1:15 pm||Developing a Comprehensive Capital Program: From Planning to Operating and Maintaining Facilities|
|2:35 pm||All Funds Budgeting|
|2:35 pm||How Do You Stack Up?|
|3:35 pm||Refreshment Break|
|3:50 pm||Performance Measurement & Data Warehouses|
|5:00 pm||Q&A Session|
|5:30 pm||Networking Reception|
Friday, November 14
|7:30 am||Continental Breakfast|
|8:00 am||Communicating Financial Information Effectively|
|9:20 am||Effective Practices of Communication|
|9:20 am||Revenue Forecasting and Funding Methodologies|
|10:35 am||Refreshment / Check-Out Break|
|11:00 am||Do You Know the Financial Health of Your Institution?|
|11:00 am||Forecasting Tuition Revenue: Enrollment Management and Tuition Discounting|
|1:00 pm||Concurrent Session|
|1:00 pm||Moving Beyond Excel: Budget Entry, Monitoring, and Reforecasting|
|1:00 pm||Performance Funding and Communication|
|2:05 pm||Practical Cost Saving Strategies|
|3:05 pm||Wrap Up PanelHave lingering questions from the various presentations? Want to exchange a few last ideas with a new colleague? Bring your questions, business cards, and contact information to the final wrap up session.|
|3:30 pm||Program Adjourns|
Omni Charlotte Hotel
Linked to 12 city blocks via sky bridge, the Omni Charlotte Hotel is moments away from the Blumenthal Performing Arts Center, Discovery Place, the Charlotte Convention Center, and the EpiCentre entertainment district.
Visit the Omni Charlotte Hotel website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 704.377.0400.
Rates are guaranteed until 10/15/2014, 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.
Executive Director University Data Warehouse and Business Intelligence, Program Services Office
New York University
SHOW FULL BIO » Ora is an Executive Director, Program Services Office at New York University responsible for the University Data Warehouse and Business Intelligence Program at NYU. The Program serves over 1,800 users across wide spectrum of University constituencies: Faculty, Staff, Academic, and Administrative leadership. In 2001 Ora initiated the Data Warehouse initiative at Rensselaer Polytechnic Institute to address the reporting and analytical needs of campus leadership. In 2006 the project won the “Best Practices In Business Intelligence” Computerworld Award and was named by InfoWord among the 100 Most Innovative Corporate IT Solutions. Ora has earned her Bachelor degree in Math and Computer Science from Tel-Aviv University, Israel and Master in Business Administration (MBA) from Rensselaer Polytechnic Institute. Ora has taught data warehouse and business intelligence implementation strategies at The Data Warehouse Institute – TDWI, Educause, and CampusTechnology. She has given numerous keynotes and gave invited talks on the topics of Data warehousing, Business intelligence, Data Governance, and Managing changes to analytical culture. Ora is the past President of the Higher Education Data Warehouse Forum and a co-leader of the Decision Support group at Educause.
Vice President, Finance & Administration
SHOW FULL BIO » Mark Hampton serves as Vice President for Finance and Administration at Washington College in Chestertown, Maryland. Prior to his appointment at Washington College, he served as Assistant Vice President for Budget and Financial Planning at the University of Virginia after having served for six years as Senior Associate Dean for Strategy and Planning at UVa's Curry School of Education. Other appointments in higher education that round out Dr. Hampton's nearly 25 years in higher education include Associate Vice Provost for Strategy and Planning at Virginia Commonwealth University, Director of Institutional Effectiveness at the State Council of Higher Education for Virginia, and institutional research, budget, policy analysis, and planning positions at the University of Utah.
Director, Budget Management
SHOW FULL BIO » Andrew Harker has worked at Stanford University for more than 25 years, where he most recently served as Director of Budget Management in the University Budget Office. He has responsibility for oversight and management of the institution’s $5.0 billion consolidated budget, encompassing teaching, research, administration, auxiliary operations, and interaction with the two teaching hospitals that are part of the organization. Using a suite of Oracle systems, Dr. Harker has led the effort at Stanford to improve budgeting, financial management and analysis, and collaboration across the university on financial issues. Dr. Harker received his BA in Social Sciences from Swarthmore College, his MA in Higher Education Administration from New York University, and his Ed.D. in Higher Education Administration from the Executive Doctorate program in the Graduate School of Education at the University of Pennsylvania. In his dissertation, he studied the presentation of university financial information to board members and senior administrators, and how the form of presentation influences their decision processes, a topic of great concern to Stanford. Andrew is also principal with Ralph Harker Associates, a consulting company specializing in higher education financial information systems, with a focus on budgeting, forecasting, management, and reporting. He has worked with numerous higher education institutions on budget model, budget process, budget system, and financial reporting issues, including Princeton University, Youngstown State University, the National University of Singapore, and Pontificia Universidad Javeriana in Colombia.
Vice Chancellor, Business Affairs
Appalachian State University
SHOW FULL BIO » Greg Lovins has served in various accounting, audit and financial capacities at Appalachian for over 22 years, and is currently Vice Chancellor for Business Affairs, a role in which he has served since 2006. He is responsible for the University’s facilities, including construction, renovations, operations and maintenance; Financial Management and Budgeting; Auxiliary Services; Public Safety and Risk Management; and the Office of Sustainability. Greg has been active in the Southern Association of College and University Business Officers for a number of years and is currently serving as Treasurer. He is presently a member of NACUBO’s Comprehensive and Doctoral Institutions Council. Greg has been a frequent speaker at SACUBO and NACUBO professional development programs. He received BS in Business Administration from UNC-Chapel Hill and an MBA from Appalachian State University, and is a CPA.
Assistant Vice President Finance and Budget
Rensselaer Polytechnic Institute
SHOW FULL BIO » Eileen McLoughlin has worked for several years at Rensselaer in the area of financial planning and budget. During her tenure, she has successfully changed the budgeting process from a process that incremented historical budget levels, to first a responsibility-based model and then to a performance and activity-derived model. Additionally she has contributed on several committees in areas of strategic planning, human resources, and information technology for decision support. Prior to joining Rensselaer, Ms. McLoughlin worked in both the healthcare and power equipment industries, where her achievements include coordination of a corporate-wide marketing plan, implementation of an activity-based cost accounting system, and more disciplined inventory controls along with improved production planning. Ms. McLoughlin received her MBA degree from Rensselaer Polytechnic Institute in 2005.
Director of Procurement Services
Rensselaer Polytechnic Institute
SHOW FULL BIO » Ron Moraski, Director of Procurement Services, Rensselaer Polytechnic Institute. Ron joined Rensselaer as the Director of Procurement Services in the spring of 2012. Within the Procurement Services Department, he oversees the staff of Sourcing Managers, Systems Analysts, and Administrative Support. Ron also oversees the institute’s Stockroom functions for critical maintenance, repair and operations related items. Ron assumed responsibility for Procurement Services at a key time during the department’s transformation from transactional purchasing to strategic procurement. Prior to joining Rensselaer, Ron has nearly 20 years of experience in Supply Chain Management with 3 major retailers. He has had responsibility for Inventory Management, Budget Planning and Allocation, Policy and Procedure, as well as coordinating many systems implementations. Most recently, he led a cross-functional world-wide team to design and replace the major supply chain planning systems at Toys R Us.
Assistant Vice President for Finance and Controller
Rensselaer Polytechnic Institute
SHOW FULL BIO » Mr Salluzzo is a co author of "Strategic Financial Analysis for Higher Education", 7th Edition. He previously served as the National Industry Leader for Higher Education for KPMG. As a partner, he served a wide range of Colleges and Universities both in an audit and consutlative role. Additionally, he served two public companies, one as the Chief Financial Officer and the second as the Chief Risk Officer. His current role at Attain includes expanding the Company's financial management practice with emphasise on assisting institutions understanding their ability to meet their strategic imparatives within the context of affordability as well as design and development of integrated risk management structures.
Senior Fellow, Finance & Campus Management
SHOW FULL BIO » Bob Shea joined NACUBO as senior fellow, finance and campus management in February 2013. Shea’s portfolio includes finance, debt, endowment and campus management issues that impact on our membership and resemble those areas of responsibility held by chief business officers. Immediately prior to NACUBO, Shea was the Vice President for Business Affairs and Chief Financial Officer at the Community College of Rhode Island (CCRI) where he had responsibility for budget, finance, human resources, information technology, strategic planning, risk management, physical plant and security at the four campus, 18,000 student, 1,200 employee, $145 million dollar enterprise that served Rhode Islanders from all walks of life. Shea also advised the Rhode Island commissioner of higher education on strategic and financial issues. A Boston native, he served as a naval officer from 1982 until his retirement as a Captain in July 2007. He joined CCRI from his last Navy assignment at the Naval War College in Newport, Rhode Island where he led the leadership and management faculty. He holds a Masters of Business Administration from the College of William and Mary and a Master of Arts in Strategic Studies from the Naval War College. Bob has been married to Tracey Baldwin for 29 years and they recently relocated to Alexandria, Virginia. Together they have two sons, RJ a Bowdoin College grad working in finance in New York City and Andrew, a graduate of the U.S. Naval Academy, training to be a Navy pilot in Florida.
Associate Vice President for Finance
SHOW FULL BIO » Charles Tegen serves Clemson University as an Associate VP for Finance. He is a certified public accountant with over 30 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.
SHOW FULL BIO » For the last 25 years, Howard Teibel has assisted leaders in aligning their strategic goals to financial performance. Today Howard works with colleges and universities to develop and implement strategic plans, lead organizational restructurings, and conduct team-building and leadership development programs. A major component of his work focuses on ensuring the business model of higher education aligns strategy with fiscal sustainability. Since 2008, Howard has led numerous institutional reviews, focused on identifying financial targets across academic and administrative areas, then involving a broad internal constituency to match these targets to revenue and savings opportunities. Teibel, Inc.’s client list includes: Loyola University Maryland, Drew University, NACUBO, The Association of Governing Boards, Boston College, CUNY, the University of Utah, Holy Cross, Harvard University, and many others. Please welcome Howard Teibel. In addition to his consulting practice, Howard is a regular speaker and writer for national associations and records a weekly podcast on managing organizational change.
Fiscal Policy Analyst
National Association of State Budget Officers
SHOW FULL BIO » Kathryn Vesey White is a Fiscal Policy Analyst for the National Association of State Budget Officers (NASBO) in Washington, D.C. In this role, she is responsible for tracking, analyzing and reporting on federal policy developments that have a fiscal impact on states. She also monitors state developments in areas including K-12 education, higher education and budget processes. In addition to authoring the bi-weekly Washington Report newsletter, White writes issue briefs on state fiscal policy topics and is currently working on long-term projects in areas such as public higher education finance and performance budgeting. Prior to joining NASBO, White worked at The George Washington University as a research associate for the GW Regulatory Studies Center and as doctoral student coordinator for GW’s Graduate School of Education and Human Development. She also spent two years with Deloitte’s federal consulting practice, serving on engagements at the Corporation for National and Community Service (CNCS) and the Internal Revenue Service (IRS). White holds a Master of Public Policy degree from The George Washington University and a Bachelor of Arts in English from Georgetown University.
2014 Managerial Analysis Decision Support
November 13-14, 2014
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