2014 Planning and Budgeting Forum
September 22-23, 2014
The Westin Denver Downtown
This NACUBO forum is the “not to miss” event for business officers with planning and budgeting responsibilities. Concurrent sessions address the latest techniques in higher education resource management. Presenters include experienced business officers and higher education strategists. This year’s topics address financial reserves, integrated benchmarking, performance metrics, capital planning, maximizing resources for student success, data driven decisions, effective communication, and more.
Who Should Attend
- Associate Vice Presidents of Finance, Administration, or Budget
- Budget Directors
- Budget Managers
- Chief Financial Officers
- Planning Officers
What You'll Learn
- Innovative planning and budgeting methods being practiced at colleges and universities
- Strategies to address higher education resource management
- Approaches for using planning and budgeting as an agent for institutional change
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:
Business Management and Organization, Finance, and Behavioral Ethics
Monday, September 22
|7:30 am||Registration & Continental Breakfast|
|8:30 am||Welcome and Introductions|
|9:00 am||What’s Your Ethics IQ?: 5 Principles Smart Business Officers Live By|
|10:00 am||Refreshment Break|
|10:15 am||Evaluating the Financial Contribution of Academic Programs|
|10:15 am||The Myths and Perils of Looking at Carry-forward Balances|
|1:00 pm||Data-driven Planning and Budgeting for Net Tuition Revenue|
|1:00 pm||Performance Measurements, Shared Governance, and Budget Reductions|
|2:15 pm||Refreshment Break|
|2:30 pm||Mission Achievement Planning|
|2:30 pm||Strategic Planning as an Iterative and Integrated Process|
|4:00 pm||How a National Cost Study Can Influence Planning and Budgeting|
|4:00 pm||Retooling Your Financial Reserves|
|5:30 pm||Welcome Reception|
Tuesday, September 23
|7:30 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! Tuesday is a casual day.|
|8:30 am||Best Practices in Budgeting and Capital Planning|
|8:30 am||Maximizing Resources for Student Success|
|9:45 am||Break/Hotel Check-out|
|10:15 am||From Conflict to Collaboration: How Going Green Helps Campuses Save, Thrive and Engage|
|12:45 pm||Achieving Plan Objectives through Decentralized Budgeting|
|12:45 pm||Executing and Explaining Strategies for Resource Optimization|
|2:15 pm||Strategic Planning for Campus Sustainability|
|2:15 pm||The Accounting of RCM|
|3:30 pm||Program Adjourns|
The Westin Denver Downtown
Located in the Tabor Center, The Westin Downtown Denver Hotel is near the famous 16th Street Mall and Larimer Square, Colorado's leading tourist destination. They are also within walking distance or a short drive to cultural activities, convention venues and performing arts centers including the Colorado Convention Center, the Denver Art Museum, the Denver Center for Performing Arts, Buell Theater, and the Children's Museum of Denver.
The Westin Denver Downtown is just steps from all of the major Denver sporting venues and offers exciting sports packages. You can catch the Denver Nuggets or Colorado Avalanche at the Pepsi Center, the Colorado Rockies at Coors Field, and the Denver Broncos at Sports Authority Field previously Invesco Field.
Visit the The Westin Denver Downtown website for details, including restaurants, amenities, and nearby attractions.
For reservations, call 303.572.9100.
Rates are guaranteed until 8/25/2014, 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.
SHOW FULL BIO » Ben Aase is a Principal with CliftonLarsonAllen, where he provides national leadership to the firm’s nonprofit and public sector strategic, financial, and operational consulting and advisory services. Ben personally leads projects for a range of nonprofit, foundation, and governmental clients nationwide with a particular focus on the education, foundation, and arts and cultural sub-sectors. Prior to joining CliftonLarsonAllen Ben co-founded a company that provides outsourced accounting and financial advisory services to the K—12 education market. Ben is a licensed consultant for the Standards for Excellence Institute, having received extensive training in how to provide training, consulting, and support on the Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector. Ben is currently board Treasurer of the Givens Foundation for African American literature, and a founder of the Minneapolis Professional Chapter of Net Impact, an international nonprofit organization whose mission is to make a positive impact on society by growing and strengthening new leaders who use business to improve the world. Ben is also a review board member for the Social Entrepreneur division of the Minnesota Cup, the largest state-wide new venture competition in the country that seeks out aspiring entrepreneurs and their breakthrough ideas. Ben has his B.A. in Economics from Colorado College in Colorado Springs and an M.B.A. with an emphasis in strategy, finance, and entrepreneurship from the Carlson School of Management at the University of Minnesota.
Vice Chancellor of Planning and Budget
University of California, Riverside
SHOW FULL BIO » Maria R. Anguiano was appointed Vice Chancellor for Planning and Budget at UC Riverside in December 2013. In that position, she oversees budget administration, campus operating funds, resource planning and management, financial policy, information systems support, statistical information management, institutional research, and capital, environmental, space, and strategic planning. The Vice Chancellor represents the campus with the University of California Office of the President and all external agencies on financial matters. Prior to coming to UC Riverside, Anguiano served as Interim Deputy Chief of Staff – Strategic Planning and Analysis in the Office of UC President Janet Napolitano. In earlier service to the University, she served for four years as Chief of Staff and Director of Strategic Initiatives in the office of UC’s Chief Financial Officer. In that work, she helped create and lead a variety of budget, accounting, financial planning, and capital planning efforts. Anguiano has served as a senior advisor to the Bill and Melinda Gates Foundation Post-Secondary Success Team. There, she created a new costing framework to help improve financial reporting for universities nationwide. She is also a member of the State of California’s Private Post-secondary Education Advisory Council. Among Anguiano’s accomplishments at the UC system-wide level: design of a common systemwide chart of accounts, the re-engineering of the Office of the President’s budgeting and financial planning process, development of a strategic plan to close a $650 million revenue gap in state funds for budgetary year 2011-12 and various activities that improved the management of UC’s cash flow and increased working capital investment income by over $60 million. Anguiano’s work at UC began in 2009 after service at Barclays Capital [formerly Lehman Brothers] in public finance investment banking and at Deloitte & Touche in corporate and non-profit auditing and financial statement analysis. Anguiano holds an MBA degree from the Stanford Graduate School of Business and a Bachelor’s of Arts degree from Claremont McKenna College.
Director - Higher Education Consortia
University of Delaware
Associate Vice President, Finance and Corporate Controller
SHOW FULL BIO » Craig Becker is the associate vice president and corporate controller at Yeshiva University where he is responsible for all financial and business matters encompassing budgeting, accounting, treasury and investment services. He previously served in senior financial management positions at The New School, Seton Hall University, the New York Institute of Technology, Teachers College, Columbia University, and Stevens Institute of Technology. He was a manager in KPMG Peat Marwick’s higher education consulting practice where he provided consulting services to colleges, universities, and nonprofit organizations including financial accounting and budget system implementations, financial control reviews, organization studies, strategic financial modeling, and others. Mr. Becker is a certified public accountant and holds master degrees in public administration from the State University of New York at Albany and in accounting from Northeastern University. Craig is a trustee of the College Board and the vice chair of the College Board audit committee.
Assistant Director, Long Range Financial Planning
University of Chicago
Associate Vice President for Institutional Effectiveness
University of Saint Thomas
SHOW FULL BIO » Michael Cogan currently serves as the Associate Vice President for Institutional Effectiveness at the University of St. Thomas in Saint Paul, MN. Cogan oversees the decision support function which informs resource allocation decisions to support the mission, vision, and strategic goals of the institution.
Assistant Vice President Finance
SHOW FULL BIO » Kathryn D’Angelo, Ed.D., is the assistant vice president for administration and planning at Temple University. Katie provides strategic support to advance special projects within the CFO portfolio including the preparation for, and implementation of a decentralized ('RCM') budget model. With nearly 19 years experience working in education, the last twelve years at Temple have included leadership responsibilities in student life, academic administration, policy development, emergency management and financial affairs.
Johnson County Community College
SHOW FULL BIO » Victoria Douglas is the Research & Data Analyst at the National Higher Education Benchmarking Institute (NHEBI). She conducts the design, analytics and project direction for the new fiscal community college benchmarking project called Maximizing Resources for Student Success. With nearly a decade of research experience primarily in market research, Victoria assists in the design of the project and manages the development of the web data collection instrument. She has created a wide array of original multivariate research solutions for an international client base. Five years of past teaching experience provide a perspective for maximizing student success. Varied experiences allow Victoria to connect with diverse groups of individuals and perception into research problems. She is a Phi Beta Kappa and Magna Cum Laude graduate of Southern Illinois University at Edwardsville, where she earned a bachelor’s degree and master’s degree in marketing research. Later she earned a master’s degree in Education and another in Philosophy. Victoria has published an article in Marketing News and enjoys presenting on a variety of topics.
Director, Budget Services
SHOW FULL BIO » Bryan Elmore has been the Director of Budget Services at Auburn University since April of 2013. Mr. Elmore began working at Auburn in 2005 as an Accountant in Budget Services before moving into the role of Assistant Director and eventually Director. In addition to his daily duties, he serves as the Past-Chair of the Administrative & Professional Assembly on campus. Prior to joining Auburn, he was an Associate with Jackson Thornton, & Co. P.C. serving as an external auditor for not-for-profits and financial institutions. Mr. Elmore holds a B.S. in Accounting and a M.Ed. in Higher Education Administration, both from Auburn University.
Senior Director, Higher Education
Huron Consulting Group
Vice President for Finance & Administration
SHOW FULL BIO » Mike Frandsen began his service as Vice President for Finance and Administration at Oberlin College on July 1, 2014. Prior to joining Oberlin, he spent 10 years at Albion College, most recently, serving as Albion's Interim President in 2013-14. He was Vice President for Finance and Administration there from 2009-13. From 2006-2009, he led Albion's Gerstacker Institute for Business and Management. He was a member of the faculty at Albion from 2004-2006 and at Juniata College from 1999-2004. Prior to his career in higher ed, he worked in various corporate finance roles for multinational companies in the defense, chemical, and telecommunications industries. Frandsen holds a Ph.D. in Management from the University of Texas at Austin. He earned is M.B.A. and a B.S. in Finance from Pennsylvania State Universtiy.
Assistant Provost for Assessment & Student Learning
Colorado State University-Pueblo
SHOW FULL BIO » Erin J. Frew serves as the campus leader for regional accreditation and assessment of student learning. She is involved in program review and recently participated in the development of an outcomes-based program review process and in the process of creating and implementing a process for prioritizing campus functional units and for making budget decisions. Frew earned a Bachelor of Community Health degree, an Interdisciplinary Master of Science in business, economics, and health science, and a doctorate in business administration, all from New Mexico State University. Her 20 years in post-secondary administration include work in institutional effectiveness, evaluation, assessment, program administration, planning, and budgeting.
Plan A Advisors
SHOW FULL BIO » Mr. Gaynor has conducted multiple consulting assignments for organizations including Pratt Institute and Mercy College; Westover School and Tapestry Charter School; UJA-Federation of New York, The Jewish Education Project and the Jewish Federation of Greater Middlesex County; and the Franciscan Brothers of Brooklyn and the YM-YWHA of Washington Heights and Inwood. Mr. Gaynor was Executive Director of The Curriculum Initiative, a national program that has worked with over 240 prominent independent schools. He has served in a range of non-profit leadership positions including Assistant Director of the Bronfman Center at NYU, social work consultant with The Educational Alliance on school-based programs, Program Director at the Jewish Agency's Department of Education in Jerusalem, and Director of Multicultural Affairs at Bates College. Mr. Gaynor is completing a Ph.D. in Education and Jewish Studies at NYU, holds an M.S. in Social Work from Columbia University, an M.A. in Jewish Studies from the Jewish Theological Seminary, and a B.A. in Women's Studies from Bates College. In addition to his professional responsibilities, he was a Scholar-in-Residence at NYU School of Law in 2011-12.
Colorado State University-Pueblo
SHOW FULL BIO » Brad Gilbreath is an Associate Professor at the Hasan School of Business at Colorado State University – Pueblo. Dr. Gilbreath received his Ph.D. in Management from New Mexico State University. His research interests include supervisor behavior, managerial credibility, the workplace psychosocial environment, student-university fit, and the effects of pay systems. Dr. Gilbreath’s non academic work experience is in human resource management at Ford, Elcor, and Westinghouse.
Director, Facilities Management & Environmental Policy
Director, National Higher Education Benchmarking Institute
Johnson County Community College
SHOW FULL BIO » Lou Guthrie is the Director of the National Higher Education Benchmarking Institute located at Johnson County Community College. She joined the Institute in December and leads the management and development of the National Community College Benchmark Project (NCCBP), the National Community College Cost and Productivity Project, the Workforce Training Benchmarking Project and the newest addition to NHEBI’s portfolio, the Maximizing Resources for Student Success project, a Gates Foundation project. Previously she was President of Guthrie Research Group, Inc., a benchmarking consulting company that worked with Fortune 500 companies and international financial institutions on general services benchmarking projects. For the past 5 years she also served as a benchmarking consultant to the World Bank’s General Services Division. Dr. Guthrie has higher education experience as an Assistant Professor at Oregon State University, and as an Instructor at Virginia Tech and Longview College. Lou received her PhD from Virginia Tech in Blacksburg and her MS from Southern Illinois University.
Robert W. Baird & Company Incorporated
SHOW FULL BIO » Ms. Hahn has more than 30 years experience in auditing, accounting, investment management, investment banking and information technology. She has worked in several industries, including nonprofit higher education, public accounting, manufacturing and banking. At Baird, Ms. Hahn is the managing director responsible for all hospital, senior living and higher education finance practice at Baird in addition to working with Midwestern local governments and school districts to finance projects at the most efficient and effective cost of capital. As a specialist in nonprofit bond finance and having been a CFO for a nonprofit university, she is very knowledgeable of the issues facing such organizations and their ability to access an effective cost of capital for renovation and expansion projects and general financial management issues. Prior to joining Baird, Ms. Hahn served as the lead investment banker at a regional boutique investment banking and mortgage banking firm for 8 years covering the hospital and senior living sectors in the states of Michigan and Wisconsin. Ms. Hahn was the banker on the Bond Buyer’s 2010 Midwest Small Issuer of the year award for innovative financing structures. She was also that firm’s senior credit officer for two years and was their nationally recognized expert on capital funding solutions for nonprofit organizations. Previously, as the chief financial officer and chief information officer at Franklin University where she was responsible for a $20 million endowment, $35 million operating budget and all technology for the university. As senior vice president for McDonald Investments, she underwrote more than $1 billion in health care, education, housing revenue, and government general obligation bonds throughout the Midwest. Ms. Hahn spent seven years with Citibank as controller for a $6 billion subsidiary and manager in their northeast consumer services bank audit group. Ms. Hahn earned a bachelor's degree in business administration from Miami University in Oxford, Ohio, and a master's degree in business administration from Rochester Institute of Technology in Rochester, N.Y. She is also a certified public accountant and holds a general securities representative license, series 7 and municipal securities principal license, Series 53. She also chairs the board of Mohun Health Care Center and is a board member of the Mount Carmel College of Nursing.
AVP, Budget Planning and Development
SHOW FULL BIO » Aimee Heeter is the AVP and Director of Budget & Planning at Indiana University with more than 10 years of experience in higher education and strategic planning. Aimee is responsible for decentralized budgeting and instrumental in strategic changes to financial flow model changes in 2010 and in shared services initiatives. Aside from Indiana University, Aimee is an active speaker and consultant in decentralized budgeting. Aimee’s area of expertise includes strategic planning, organizational assessment, business process review, model development and financial systems analysis. In addition to administrative duties, Aime has served as a consultant to a variety of public and private institutions in the United States. She will complete her doctorate in higher education finance in 2015.
University of Saint Thomas
SHOW FULL BIO » Christina Teeter is a financial analyst and researcher at the University of St. Thomas with a background in economic data analysis, finance and marketing strategy, and higher education institutional research. She received her BA in economics from the University of St. Thomas and is currently pursuing her MBA in finance and accounting.
SHOW FULL BIO » Deirdre has 9 years of experience in public accounting and works exclusively with nonprofits throughout the year and has worked extensively in the nonprofit area focusing on associations, foundations, educational institutions, and social service organizations. Nearly half of Deirdre's year is spent on engagements with federal awards requiring OMB A-133 compliance audits. Deirdre is also a member of the firm’s International Services Leadership Group and is the lead for the Non-profit and Government Group international initiative. Deirdre has also worked on risk assessment and internal control documentation projects for non-profit organizations. Deirdre has a B.S. degree in accounting from North Dakota State University. Deirdre is a member of the American Institute of Certified Public Accountants, the Minnesota Society of Certified Public Accountants and the Institute of Internal Auditors.
Coordinator, Budget & Projects
Metropolitan Community College
SHOW FULL BIO » Gordon is Coordinator of Budget & Projects at Metropolitan Community College (MCC) in Omaha, Nebraska. He has been with MCC for 15 years. Before joining MCC, he had twenty plus years of people, process, financial and information management experience in private industry. This experience included thirteen years as Vice President and Comptroller of the property and casualty insurance company within the Mutual of Omaha family of companies, some time with a large auditing firm, and a few enlightening years consulting small businesses. Also, his years of teaching awareness and communication in a program for divorcing parents with children deserves mention, as it has helped him maintain a human focus among all the numbers and strategies. What attracted him to MCC was the wonderful mission of a community college and a desire to see a public institution from the inside. He never dreamed he would stay at MCC this long, but he continues to be motivated by the opportunity to be involved with MCC’s mission achievement planning system. More now than ever, colleges and universities are uniquely positioned to empower everyone by nurturing relevant awareness and competencies.
Chief Financial Officer and Treasurer
SHOW FULL BIO » Ken Kaiser became Vice President, CFO and Treasurer in December 2013. Since 2007, he has served as the Senior Associate Vice President for Finance and Budget, responsible for several areas including: Budget, Human Resources, Bursar, Risk Management, Treasury and Institutional Diversity. In addition to these responsibilities, he now also oversees Controller operations, Digital Document Services, the Access Card (Diamond Dollars) and mission continuity planning. During Ken’s first tenure at Temple University, which lasted 15 years from 1991 to 2005, he held a variety of positions including Senior Budget Analyst, Director of Finance and Operations for the Ambler Campus, University Privacy Officer and Director of Administration and Finance for Institutional Advancement. Ken left Temple University in 2005 to become the CFO and Vice President of Administration and Finance for Montgomery County Community College. After two and a half years at MCCC, Ken returned to Temple. Ken holds a bachelor’s degree and MBA in Finance, as well as a Master’s of Management Information Systems and E-Business, all from Temple University.
Special Assistant to the President for Strategic Initiatives
Indiana Wesleyan University
SHOW FULL BIO » Dr. Duane Kilty has over 25 years of experience in ﬁscal management and strategic planning as a Chief Financial Ofﬁcer, campus leader and consultant in private Higher Education. He currently serves as a Scholar in Residence for the DeVoe School of Business at Indiana Wesleyan University and Special Assistant to the President for Strategic Initiatives, also at Indiana Wesleyan University. Duane has been married to Joni for 35 years, has three married children and five grandchildren. He has a PhD in Strategic Management from the University of Kentucky; an MBA from Ball State University; and a Bachelor’s of Arts degree from Indiana University. Duane passed the CPA exam in 1986. He is currently pursuing an MS Accounting degree.
Plan A Advisors
SHOW FULL BIO » Evan M. Kingsley is a Partner in Plan A Advisors, a management consulting firm for nonprofits formed in 2013 and focused on planning, governance and fundraising. Clients include major colleges and universities, independent schools, cultural organizations and Jewish agencies. Mr. Kingsley has three decades of leadership experience in management and organizational change for nonprofits and philanthropy. He is the former President of The Whelan Group, a planning and fundraising firm where his clients included Pratt Institute and St. Francis College; EMP Museum in Seattle and The Newark Museum; The Whitby School and Coney Island Prep; Green-Wood Cemetery and Freshkills Park Alliance; Mt. Pleasant Public Library and the Design Trust for Public Space; and Ability Beyond Disability. Mr. Kingsley joined The Whelan Group from the American Jewish Historical Society, where he was Executive Director. He was formerly a Deputy Director of the International Center of Photography in Manhattan and of Brooklyn Public Library, and President of the Brooklyn Public Library Foundation. He held previous staff positions at The New Museum, The Solomon R. Guggenheim Museum, and Prospect Park Alliance. Mr. Kingsley has managed capital projects and capital campaigns, built and trained non-profit boards, developed institutional identity and marketing initiatives, and secured major philanthropic gifts and government support. Mr. Kingsley has a B.A. in Art History from Columbia University, an M.A. in American Civilization from N.Y.U., and an M.B.A. from Baruch College in Management. He has served on numerous non-profit boards.
Assistant Vice President, Budget
Rochester Institute of Technology
SHOW FULL BIO » Ross Koenig - Biography Career History Ross Koenig has been the Assistant VP for Budget and Financial Planning at the Rochester Institute of Technology since November, 2008. Prior to that, he was the Assistant Controller for the university. Before coming to RIT in February, 2006, Mr. Koenig was the Director of Finance for Semrock, then a development stage company designing & manufacturing high-performance optical filters for bio-medical and instrumentation applications. The company’s rapid growth resulted in it being acquired by IDEX in 2008 and it now operates as a stand-alone division of that corporation. Before joining Semrock, Mr. Koenig held the position of Vice President & Controller for BernzOMatic from March, 1999 through January, 2003. BernzOmatic is the world’s leading designer and manufacturer of hand-held propane/propylene torches for the plumbing industry and is now a division of Worthington Industries. Mr. Koenig started his professional career at the Eastman Kodak Company, where he held increasingly responsible positions. During his employment, he held positions in manufacturing financial analysis, world-wide business unit financial planning, and corporate auditing. Education & Credentials Mr. Koenig received from Bowling Green State University a B.S.B.A. degree in Accounting and Management Information Systems. He went on to earn an M.B.A. from the Simon Graduate School of Business Administration at the University of Rochester. Mr. Koenig holds a CPA license from the State of Ohio. Personal Mr. Koenig lives in Rochester with his wife and two sons. His interests include woodworking and endurance athletic events.
Scannell & Kurz, Inc.
SHOW FULL BIO » Kathy Kurz is Vice President of Scannell & Kurz, an enrollment management consulting firm. Kathy’s special area of expertise is in developing strategic financial aid and retention programs designed to enhance enrollment and net tuition revenue results. A former Associate Vice President of Enrollment Management at the University of Rochester and Director of Financial Aid at Earlham College, Kathy pays special attention to ensuring that the solutions she recommends are practical, detailed, and implementable. She is a regular contributor to University Business and speaks at national conferences and seminars such as annual meetings of NACUBO, NASFAA, and CIC.
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.
Manager, Higher Education
Huron Consulting Group
SHOW FULL BIO » Nancy E. Pfund is Founder and Managing Partner of DBL Investors, a venture capital firm located in San Francisco, whose goal is to combine top-tier financial returns with meaningful social, economic and environmental returns in the regions and sectors in which it invests. As a leading player in the growing field of “impact investing”, DBL has helped to reveal the power of venture capital to promote social change and environmental improvement, and Ms. Pfund writes and speaks frequently on this topic. Ms. Pfund currently sponsors or sits on the board of directors of several companies, including; SolarCity (NASDAQ: SCTY) on both the audit and compensation committees, BrightSource Energy, Primus Power, Eco.logic Brands, EcoScraps, OPx Biotechnologies, Powergenix and, prior to their public offerings, Tesla Motors and Pandora Media. Prior to founding DBL, Ms. Pfund was a Managing Director in Venture Capital at JPMorgan, having started her investment career at Hambrecht & Quist in 1984. Previously, Ms. Pfund worked at Intel Corporation, the State of California, Stanford University and the Sierra Club. Ms. Pfund is Chair of the Advisory Council of the Bill Lane Center for the American West at Stanford University; a member of the Advisory Board of the UC Davis Center for Energy Efficiency; Lecturer in the Practice of Management at the Yale School of Management; a board member of the California STEM Learning Network (CSLNet); a C3E Ambassador to the U.S. Clean Energy Education and Empowerment Program, led by the U.S. Department of Energy; and is a founding officer and director of ABC2, a foundation aimed at accelerating a cure for brain cancer. In 1988, President Bush appointed Ms. Pfund as a charter member of the National Advisory Council for Environmental Policy and Technology. In 1999, Ms. Pfund was appointed by President Clinton to serve on the Congressional Web-Based Education Commission. Ms. Pfund is the author, along with Benjamin Healey of the widely cited report on the history of U.S. energy subsidies entitled, “What Would Jefferson Do? The Historical Role of Federal Subsidies in Shaping America’s Energy Future”, co-authored with Michael Lazar, “Red, White & Green: The True Colors of America’s Clean Tech Jobs” and co-authored with Noah Walker, “Ask Saint Onofrio: Finding What Has Been Lost in A Tale of Two Energy Sources”. Ms. Pfund received her BA and MA in anthropology from Stanford University, and her MBA from the Yale School of Management.
Vice President for Student Affairs
North Dakota State University Main Campus
SHOW FULL BIO » Prakash Mathew recently retired from being NDSU’s vice president for student affairs. Mathew began working at NDSU in 1976. He attended graduate school there starting in 1971.
Associate Professor Emeritus
SHOW FULL BIO » Doug Priest has more than 40 years experience of leadership in higher education. Doug has served most recently as Senior Associate Vice President for Finance. In addition he has served in a variety of deans roles, Senior Advisor to the Chancellor, and Associate Professor of Higher Education, all at Indiana University. In addition to faculty and administrative duties he has served as a consultant to a variety of institutions in the United States and internationally. He has been active in the Higher Learning Commission of the North Central Associations, primarily in areas of finance and management. In addition Doug is the author/co-author of various books and articles, including “Incentive-Based budgeting in Public Universities” and “The Privatization of Public Higher Education.”
Senior Associate Vice Chancellor and Interim CFO of Finance and Resource Management
University of California, Davis
SHOW FULL BIO » Kelly Ratliff is the Interim Chief Financial Officer at UC Davis (Davis, California). In this capacity, she provides leadership and strategic planning in the areas of human resources, finance, budget planning, shared services and institutional research. She is responsible for the university’s capital and operating budget totaling almost $4 billion annually. In recent years Ratliff has guided the campus’s approach to managing significant, multi-year budget shortfalls and the implementation of an incentive-based budget model. The team is engaged in a transformation of campus HR practices, a transition to a shared-service model, substantial updates to campus financial and business intelligence information systems and performs analyses to inform strategic initiatives (e.g., 2020 initiative, administrative restructuring, student success improvements). She holds a B.S. in Zoology and an MBA from UC Davis.
Dean, Hasan School of Business
Colorado State University-Pueblo
SHOW FULL BIO » Dr. Raymond earned a PhD in Operations Management at the University of Utah in 1987. He entered the academic profession as assistant professor of operations management at the University of Wisconsin-Oshkosh in September 1986. In the fall of 1990 he joined the business faculty at Montana State University holding assistant and associate professor ranks and serving 12 years as Associate Dean. Dr. Raymond became Dean of the Hasan School of Business at Colorado State University-Pueblo in 2012 and continues in that position at present. His teaching and scholarship have been recognized through teaching and research awards. During his scholarly career he has published over 30 refereed articles in various journals and proceedings including The Journal of Small Business Management, The JAI Press, Industrial Management, The Journal of Management Education, Computer Personnel and The Journal of Education for Business. Dr. Raymond’s fields of inquiry currently include the simulation of managerial decision making, faculty development and performance and investigation of learning processes. Over a 20 year period Dr. Raymond has participated in four successful college level accreditation projects with the Association to Advance Collegiate Schools of Busines - AACSB including the most recent successful reaffirmation of the Hasan School in Spring 2014. At the university level he has participated in the preparation of two university level accreditation reports and has served on a university-wide accreditation team for NWCCU. Dr. Raymond has also provided valued service to the public, the community and the academy. He has held numerous college and university committee appointments. During his academic career he has served on regional and national boards of the American Production and Inventory Control Society, The Society for Computer Simulation and the Decision Sciences Institute. He currently serves as the past-president of the Western Region of the Decision Sciences Institute. His community service activities have included service as the Board Chair for Junior Achievement of Southwest Montana and Club President for the Bozeman Sunrise Rotary Club and he currently serves as President-Elect of the Pueblo 43 Rotary Club.
Associate Vice President University Business Services
Arizona State University
SHOW FULL BIO » John is the Associate Vice President for University Business Services and the Chief Sustainability Operations Officer at Arizona State University. John was the University’s Chief Procurement Officer for many years and a former President of the National Association of Educational Procurement. He is an author of the chapter on procurement in College and University Business Administration, and numerous other articles. John is a recognized leader in the use of technology to enhance purchasing functions and in integrating sustainability in all aspects of the supply chain. The National Association of Educational Procurement recognized John with the Bert C. Ahrens Award in 2012 for his outstanding support for the procurement profession over many years.
Vice Pres Finance/Administration
SHOW FULL BIO » Edmund F. Rutkowski joined Pratt Institute as Vice President for Finance and Administration effective January 4, 1994. He brings over 40 years of higher education experience to the position. The Vice President for finance and Administration provides leadership for the operations of : Human Resources, Controller, Purchasing, Bursar, Financial Aid, Security, Physical Plant, Legal and Contract Services, Risk Management and Food Services. Prior to his joining Pratt Mr. Rutkowski served in positions of increasing responsibility at Harcum College, Hudson County Community College, Fairleigh Dickinson University and Lehman College of the City University of New York Prior to joining higher education, Mr. Rutkowski served in various administrative positions at such companies as Goodyear Tire & Rubber, Inmont Corporation, AIRCO and Engelhard Industries. Mr. Rutkowski received his Masters Degree in Business Administration from Fairleigh Dickinson University and his Bachelor’s Degree in Business from Rider University.
Principal Budget Analyst
University of California, Davis
SHOW FULL BIO » Su-Lin Shum is a Principal Budget Analyst in the Budget & Institutional Analysis Unit, as well as Interim Assistant Dean, Finance and Administration for the Graduate School of Management at the University of California, Davis. Su-Lin has previously held senior management positions with the BC Public Service related to financial management, strategic planning, policy development, and program/operational management. Her current responsibilities at UC Davis are to provide expert financial analysis and recommendations to senior campus leadership on budget, related policy issues and administrative management. She holds a B.A. in Economics and an M.B.A.
The Ethics Guy
Partner and Higher Education Leader
SHOW FULL BIO » Wally has over 25 years of experience serving clients in the higher education and not-for-profit sector, serving as a resource to clients in the areas of assurance, strategic planning, risk management, governance, internal auditing and controls, employee benefits and operational reviews. He also offers technical experience with governmental auditing standards and OMB Circular A-133. He is a steering committee member for BKD National Not-for-Profit & Government Group and serves regionally as a team leader. Wally also leads our firm’s Higher Education Center of Excellence committee. Wally frequently instructs at both internal and external seminars and has authored numerous nationally published articles addressing current issues concerning higher education and not-for-profit organizations. Wally has worked with over 40 colleges and universities in areas of assurance, compliance, tax, governance and risk management. Wally is a member of the American Institute of Certified Public Accountants, Indiana CPA Society, National Association of College and University Business Officers and Association of Business Administrators of Christian Colleges. Wally is a 1987 graduate of James Madison University, Harrisonburg, Virginia, with a B.S. degree in accounting and finance.
Vice Chancellor, Business & Financial Affairs
University of Denver
SHOW FULL BIO » Mr. Woody is responsible to the Chancellor for the following offices and departments: Controller’s Office, Human Resources, Campus Safety, Student Financial Services, Facilities Planning and Management and Risk Management. As Treasurer, Mr. Woody is responsible for overseeing the University’s working capital and endowment investments and for managing long-term debt. He came to the University as controller in 1984, and was appointed vice-chancellor in January 1995. Prior to joining the University, Mr.Woody worked in the audit department of the accounting firm KPMG. He earned a bachelor’s degree in accounting from the University of Iowa and a master’s degree in accounting from the Daniels College of Business. Mr. Woody is actively involved in local community organizations. He is a former Board member of the International Order of Rocky Mountain Goats, Treasurer of the Colorado Chapter of the March of Dimes and served on the Campaign Committee for the Mile Hi United Way.
Provost and Vice President for Academic Affairs
Colorado State University-Pueblo
SHOW FULL BIO » Carl N. Wright, PhD, CPA, is the recently appointed Provost and Vice President for Academic Affairs at Colorado State University-Pueblo, in Pueblo Colorado. For four years Dr. Wright served as Dean of the College of Business at Grambling State University, Grambling, Louisiana and before that he was the Chair of the Accounting and Finance Department at Virginia State University in Petersburg, Virginia where he also had served as Vice President of Business and Finance. In 2003, Dr. Wright received his PhD in Accounting from Jackson State University in Jackson Mississippi. Carl is a Certified Public Accountant licensed in Virginia. Dr. Wright has over 30 years in higher education as an accounting professor and faculty administrator and over 20 years associated with public accounting. As Vice President for Business and Finance, Carl implemented sound Planning and Budgeting procedures for the university. Applied behavioral research in business is important to Dr. Wright since he is very involved in community efforts to enhance the quality of life. Carl and his wife Margaret has seven children, ten grandchildren, and one great-grandchild. Carl's motto is "Do Your Best With the Small Things of Life and You Will Be Prepared for The Big Things of Life.
2014 Planning and Budgeting Forum
September 22-23, 2014
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