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Events and Programs
Events and Programs

2016 Big Opportunities for Small Institutions

September 20-21, 2016
Philadelphia, PA


Tuesday, September 20

3:30 PMCommunicating the Financial Reality

Gerald Hector, Cornell University
Robert Keasler, Shenandoah University
Beth Reissenweber, Augsburg University

Trust and communication are vital components of good leadership. Communicating financial information in plain terms that a person without any business or accounting background can understand is essential for fiscal literacy, which is a foundation for understanding an institution's financial reality. The presenters will lead a conversation about building trust on campus; communicating to senior leadership, to the campus, and to the board; communicating with honesty and candor; ensuring that faculty members understand the message as you intended it; and inspiring everyone to care about your message.
6:00 PMBeing Successful as a Leader

Mary Lou Merkt, Furman University
Howard Teibel, Teibel Education Consulting

In this working dinner session, the presenters will lead a conversation about the chief business officer's role in leading change, how to benefit from support networks, and how to stay well in a challenging work environment.

Wednesday, September 21

8:30 AMPresenting Financial Information Effectively

Bronte Burleigh-Jones, Dickinson College
Stephen Schafer, Sarah Lawrence College

This session focuses mainly on management skills-- monitoring, forecasting, and customizing. The presenters will address the importance of monitoring critical indicators of financial health, financial forecasting, and customizing presentations about financial information for an array of specific audiences, i.e., students and parents, your president, your cabinet colleagues, and others.
10:30 AMUpdating Your Business Model

Jacalyn Askin, NACUBO
Larry Ladd, Grant Thornton LLP
Bob Shea, NACUBO

"Brutal facts of your current reality" is part of the Stockdale Paradox, an idea Jim Collins discusses in Good to Great. Are you prepared to take a candid look at the brutal facts of your institution's current reality? After hearing about case studies and considerations regarding turnarounds, mergers, public-private partnerships, consortia, shared services, and shared relationships, attendees will break into small groups to discuss the self-evaluation process and potential models for their own institutions.
12:00 PMWrap-up and Adjourn

Program Overview

2016 Big Opportunities for Small Institutions
September 20-21, 2016

Estimated CPEs:6


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CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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