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Events and Programs
Events and Programs

2017 CAO and CBO Collaborations: Working Together for Student Success

August 7-8, 2017
Willard InterContinental Hotel
Washington, DC


Monday, August 7

7:30 AMRegistration and Breakfast
8:30 AMWelcome and Introductions

Randy Roberson, NACUBO
Philip Rogers, American Council On Education

9:00 AMWorking Across "Cultures": The CAO-CBO Partnership

David Bogen, Maryland Institute College of Art
Randy Roberson, NACUBO

At no time in the recent history of higher education has the relationship between the CAO and the CBO mattered more. However, they often come from different backgrounds, have different experiences, and have different understandings of the levers and limits of their jobs. As a result, they find themselves face to face trying to bridge different cultures. This session frames these challenges.
9:50 AMBreak
10:00 AMCreating Thriving Institutions through CAO-CBO Collaboration

Jacalyn Askin, NACUBO
Randy Roberson, NACUBO

CAO-CBO collaboration is critical to ensure that a college or university thrives. Using NACUBO’s higher education economic models framework, CAO and CBO pairs will explore their institution’s economic model to gain a greater understanding of each other’s perspective on important aspects of the institution. We will conclude by discussing ways to expand the conversation across your leadership team and campus.
11:00 AMIncreasing Socioeconomic Diversity at Private, Non-profit Colleges and Universities

Catharine Bond Hill, ITHAKA

Income inequality has been increasing in our country over the last four decades. Higher education has been a major engine for equal opportunity and economic mobility, and is even more important now than ever. Those with a degree have significantly higher lifetime earnings, lower unemployment rates, and other benefits like improved health. But access to higher education in America depends on income and race. If we want to increase educational attainment in America, which would be good for both individuals and the economy, we need to increase it for those groups for whom it is currently low, and this includes students from lower and middle-income families. This session will discuss the challenges of doing so, using Vassar College’s experiences in increasing the socioeconomic diversity of its student body over the last decade as a case study.
12:00 PMNetworking Lunch
1:00 PMWhat You Need to Know About Student Affairs

Clare Cady, HOPE Center for College, Community and Justice
Kevin Kruger, NASPA: Student Affairs Administrators in Higher Education
Felicia McGinty, Rutgers, The State University of New Jersey New Brunswick Campus

The roles of the Chief Student Affairs Officer (CSAO) and the departments for which they are responsible have become significantly more complex. Serious issues such as sexual violence, campus protests, issues of race and gender identity, mental health concerns, Greek Life and substance abuse issues have become central to the work of student affairs professionals. Other themes around low-income and first generation degree attainment and the need to improve career readiness for students require effective campus-wide partnerships. This session will explore this wide range of critical and very public issues that CSAOs and student affairs face on campus.
2:30 PMTeam Time
3:00 PMRefreshment Break
3:15 PMHow the Other Half Lives

Connie Book, The Citadel, The Military College of South Carolina
Dawn Rhodes, University of Maryland Baltimore
Leona Sevick, Bridgewater College
Mitchell Wein, Haverford College

CAOs and CBOs explore their perceptions of each other as well as the perceptions that others have of them. Groups visit the opposing room to see perceptions others have of their role and discuss implications.
5:00 PMReception

Tuesday, August 8

7:15 AMBreakfast
8:00 AMInstitutions, Students, and Career Development: A Fireside Chat

Susan Brennan, Bentley University
Rose Martinelli, Huron Consulting Group

Explore emerging trends in academic and career advising models including addressing developmental needs of students in creating integrated pathways across their educational experience, the elevation of career services in the reporting hierarchy, the evolution of career services as a lifelong service, the use of technology to enhance services, and the role of community-focused career preparation. Discuss important considerations for evaluating the effectiveness of your institution’s current advising and career coaching models and how you might build the case for change.
9:30 AMSpotlight on Financial Aid: Need-Based Aid and Merit-Based Aid

Timothy Tracy, University of Kentucky

Despite an ongoing commitment by higher education leaders to create and maintain affordable post-secondary education, there has been, without question, a sizable and noticeable erosion of post-secondary affordability. Though multi-factorial, it’s clear that as low-tuition, low-aid models have evolved into high-tuition, high-aid models, more and more lower and middle class students have been squeezed out of these pathways. Learn about the University of Kentucky’s new initiative – UK LEADS – that radically changes how the university allocates institutional aid to impact student success.
10:30 AMRefreshment Break
11:00 AMAcademic Portfolio Management

Adam Meyer, Huron Consulting Group
Peter Stokes, Huron Consulting Group

In an ideal world, institutional missions are built to last, providing the framework that allows generations of leaders to remain constant to a core set of principles about whom the institution sets out to serve, with what educational values, to achieve what kinds of impact, and in what geographic context. Yet institutions must every few years reimagine their visions for the future, as well as the handful of key initiatives that enable them to realize those visions. Explore evidence-based approaches colleges and universities have taken to ensure that they remain market relevant and academically rigorous while also striving to take advantage of advances in pedagogy and education delivery. Reflect on your institution’s current practices managing the program portfolio from both an academic and a financial perspective.
12:30 PMLunch
1:30 PMProgram Adjourns

Program Overview

2017 CAO and CBO Collaborations
August 7-8, 2017

Estimated CPEs:10




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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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