My NacuboWhy Join: Benefits of Membership

E-mail:   Password:   

 Remember Me? | Forgot password? | Need an online account?

Events and Programs
Events and Programs

2017 Global Operations Forum

October 24-25, 2017
Hilton Portland Downtown
Portland, OR


Tuesday, October 24

11:00 AMRegistration
12:00 PMLunch
1:00 PMWelcome and Introductions

Monica Opoku-Geren, Stanford University
Anshu Tiku, University of Pennsylvania

1:15 PMPartner Vetting for International Collaborations

Alison Haight, Harvard University
Kathryn Homa, University of Pennsylvania

Collaborations are instrumental in achieving the goals of our educational institutions, particularly when operating in multiple countries. Partners can broaden the scale of a research endeavor, enable on-the-ground operations, or fill a void in a technical skill. Examples of partners include overseas organizations, private companies, and individual service providers. Regardless of which type, you will need to ensure proper vetting to mitigate legal, security, financial, and reputational risks. This presentation will outline resources for screening potential collaborations, demonstrate how an internal review process can work, and provide examples of successful partnerships that enabled our universities to accomplish our global missions.
2:15 PMBreak
2:30 PMAll About China: New Developments and Trends in University Activities

Ashley Behrendt, The Ohio State University
Bob Lammey, Ernst & Young LLP
Diana Wu, Ernst & Young

China has been the most active international destination for higher ed institutions operating in Asia. Given the influx of western institutions into China, the regulations for doing business in-country have become more complex, with new laws related to NGO’s and stricter interpretation of existing laws with permanent establishment and employee travel. It is also one of the most expensive countries to maintain compliance
2:30 PMCase Studies: Setting Up Operations in Africa

Belynda Bady, Harvard University
Monica Opoku-Geren, Stanford University
Parker Wellington, Harvard University

As academic institutions, faculty, students, staff, and alumni expand research and organizational collaborations overseas, the need for collaborative administrative offices, well thought-out systems, and institutional protections correspondingly increases. These case studies shed light on the pitfalls, successes, and lessons learned when setting up and operationalizing local offices in Africa.
4:00 PMCompliance from Home: Managing Risk without a Global Support Staff

Monica Opoku-Geren, Stanford University
Kyle Richard, University of Washington
Anshu Tiku, University of Pennsylvania

Presenters will provide diverse perspectives on establishing appropriate risk and compliance programs within a global institution. This presentation will describe the challenges that arise based on different types of global activities (research, fundraising, educational, and other programs) and how to appropriately manage those compliance risks. The presenters will provide a roadmap to developing procedures that best serve an institution's individual risk tolerance.
4:00 PMFundraising Overseas

Artemis Koch, University of Pennsylvania
Curtis Saueressig, KPMG LLP

This interactive presentation, led by the University of Pennsylvania and KPMG, will consider the options for U.S. academic institutions seeking to establish fundraising vehicles in overseas locations. It also will weigh the risks and rewards – operational, financial, reputational – for these institutions as well as other options. Panelists will share best practices as well as ideas to consider when considering fundraising in a specific country, region or strategically thinking on a global scale.
5:00 PMNetworking Reception

Wednesday, October 25

7:00 AMNetworking Breakfast
8:00 AMTransfer Pricing & BEPS: Understand the Impact and Mitigate Risk

Srideep Ganguly, PricewaterhouseCoopers L.L.P.
Charlene Hu, Stanford University
Karen Kearney, Stanford University

This presentation will provide an overview of transfer pricing globally and the potential impact the various base erosion and profit shifting (BEPS) action items released by the Organisation for Economic Co-operation and Development (OECD) may impact US universities. The discussion will focus on a practical approaches for identifying and addressing transfer pricing risks.
9:30 AMDistance Learning

Roberta Turri Vise, Boston University
Wade Wootan, Tulane University

Distance learning has exploded in popularity as an alternative revenue stream for institutions, with very low cost and investment necessary. Presenters will provide an understanding of how foreign countries are changing local regulations and laws related to distance learning programs, which distance learning program characteristics may increase your risk profile, and information on how to develop an action plan for managing risks associated with distance learning on the home campus.
9:30 AMThe Art and Romance of Deploying and Employing Staff Abroad

William Ferreira, Hogan Lovells US LLP
Doug Podoll, Georgia Institute of Technology

As academic, research, and humanitarian programs grow internationally, we see mounting attention to foreign employment compliance. There’s nothing new about university faculty and staff living and working abroad. But increasingly evident is the interest of foreign regulators and employees in labor and related enforcement action, including in the nonprofit and academic sector. Accordingly, the question—How exactly do we deploy or employ university staff based in other countries?—merits close reflection by university leadership and administrators.
11:00 AMRefreshment Break/Hotel Check-out
11:30 AMAccess to Corporate Social Funding in India - Trends, Opportunities and Challenges

Kapil Dua, Sannam S4
Katie Hrinyak, University of Chicago
Krista Northup, Sannam S4
Kunal Pal, University of Chicago

The Indian government’s recent push for Corporate Social Responsibility (CSR) regulations has sparked research and education activities there.. Presenters will present a high-level outline of CSR regulations in India, including opportunities for institutions to access this sector and implement local initiatives. Furthermore, the will identify key challenges and solutions from an operational, tax and regulatory perspective.
11:30 AMInternational Data Security Challenges for Colleges and Universities

Krister Anderson, Harvard University
Parker Wellington, Harvard University
Adeline Wong, Boston University

As recent events have demonstrated, data security is a major risk for individuals, companies, and universities. This risk is increased as students, faculty, and staff cross international borders to conduct research, teach, or open an international office. This presentation will describe the risks facing universities operating abroad, along with approaches travelers can use to address these risks and recommended steps to ensure data security at offices established in other countries. It also will outline emerging legislation in multiple countries that may limit how data collected abroad is stored and exported.
1:00 PMProgram Adjourns

Program Overview

2017 Global Operations Forum
October 24-25, 2017

Estimated CPEs:7.5


Ernst and Young Logo


Payment Options

For online registration NACUBO only accepts Visa, Mastercard, and American Express.

Visa | MasterCard | American Express

To pay by check or purchase order
please use our
mail-in registration forms

For further information regarding administrative policies such as refunds, cancellations, and complaints:


Registration Policy

Cancellation Policy

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:

Support Center