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Events and Programs
Events and Programs

2017 Higher Education Accounting Forum

May 7-9, 2017
Austin, TX


Sunday, May 7

10:00 AMRegistration Opens
1:00 PMWelcome and Introductions
1:10 PMProactive Communication to Different Audiences

MaryFrances McCourt, University of Pennsylvania

From the vantage point of a chief business officer who testified before Congress on the value of endowments, institutional aid, and access: hear how to frame messages. Considering the current state of higher education influenced by news coming out of Washington, cost concerns, and student debt – how more than ever vice presidents must influence through communication. 
2:15 PMWashington Update

Liz Clark, NACUBO

With President Trump’s first few months in office, it’s time to explore the current state of play in the nation’s capital. Understand the political climate and implications for colleges and universities as lawmakers consider reauthorization of the Higher Education Act and comprehensive tax reform. Learn about recent regulatory and legislative actions—including new IRS Form 1098-T requirements and emerging financial responsibility proposals from the Department of Education.
3:15 PMRefreshment Break
3:45 PMNCAA Update

Kathleen McNeely, National Collegiate Athletic Association

As student athlete health and safety has become a public conversation, hear NCAA initiatives that focus on the protection and well-being of student athletes. Consolidated responses to a related NCAA Division I and II survey will be covered and appropriate next steps will be discussed. The NCAA catastrophic injury insurance program will be explained and structures that allow autonomous decisions on injuries and playing status, concussions, mental health and specific areas of focus for various sports will be emphasized.
3:45 PMNew to Higher Education Roundtable

Randy Roberson, NACUBO
Mary Wheeler, NACUBO Consultants and Speakers

Business officers new to higher education face numerous challenges. If you have worked in higher education for fewer than five years, take this opportunity to connect with colleagues and discuss the complexities of financial management in a college or university environment.
3:45 PMResearch/Large Institution Roundtable

John Kroll, University of Chicago
Cheryl Soper, University of Michigan

Bring your questions and experiences and join your colleagues for an interactive discussion on operational and management issues large and research oriented institutions deal with.
3:45 PMSmall Institution Roundtable

Larry Goldstein, Campus Strategies, LLC
Dale Larson, Dallas Theological Seminary

Bring your questions and experiences and join your colleagues for an interactive discussion on operational and management issues smaller (non-research oriented) care about.
5:00 PMWelcome Reception

Monday, May 8

7:00 AMContinental Breakfast
8:00 AMGeneral Session - Panel on Higher Education Sustainability

Jacalyn Askin, NACUBO
Kim Kvaal, St. Edward's University
Larry Ladd, Grant Thornton LLP
John Mattie

Higher education experts bring their experiences to light and discuss finances, pressures, discoveries, solutions, optimism and pessimism around modern higher education. 
9:05 AMTransformational Leadership
Speaker: Wes Moore, New York Times Best-Selling Author, Social Entrepreneur and Motivational Leader
To Wes Moore, leadership is not about assigning tasks or delegating - it is about inspiring those around you to achieve a greater good, while empowering them to take charge of the tasks at hand. Oftentimes, leaders get too caught up in the details while failing to see the bigger picture: that what makes a good leader is the ability to adapt and evolve, while cultivating employees to become successful and accountable without micromanaging them. In this presentation, Moore shares his personal story - how he overcame adversity and went on to become a highly successful leader in the public sector, private sector, and military - relating it to leadership audiences from all walks of life. 
10:20 AMFASB Update

Rick Cole, Financial Accounting Standards Board
Jeffrey Mechanick, Financial Accounting Standards Board

Hear the latest developments in U.S. GAAP affecting NFPs, including recently issued standards (ASUs), newly effective ASUs, and FASB projects in process. Presenters will focus on areas of interest to colleges and universities such as grants and contracts, new liquidity disclosures, internal development costs in a cloud computing environment, leasing, and more.
10:20 AMGASB Update

David Bean, Governmental Accounting Standards Board

Pull back the due process curtain and see what lies ahead. This session will explore OPEB, fiduciary activities, the long-term evaluation of landmark Statement 34, thoughts on an operating measure for BTAs, financial statement disclosures, and more.
11:30 AMImplementing FASB Changes

Karen Craig, NACUBO
Dennis Morrone, Grant Thornton LLP
Drew Paluf, University of Notre Dame
Kim Yeoh, Cornell University

Experienced practitioners and preparers facilitate an interactive session designed with “how do we implement that” in mind. Think about your challenges and be ready to add to anticipated questions.
11:30 AMImplementing GASB Changes

Tom Ewing, The Ohio State University
Jim Lanzarotta, Moss Adams LLP
Charles Tegen, Clemson University
Jeffrey West, University of Utah

Experienced practitioners and preparers facilitate an interactive session designed with “how do we implement that” in mind. Think about your challenges and be ready to add to anticipated questions.
11:30 AMWashington Issues Roundtable

Liz Clark, NACUBO

Continue the conversation from the Washington Update. We’ll take a deeper dive into issues that controllers must deal with including new financial triggers and financial responsibility, typical endowment questions raised by Hill staff, the Department of Educations’ influence over single audit compliance, 1098T challenges, and more.  
12:30 PMLunch
2:00 PMAnalytics to Predict Student Enrollment, Retention and Success

Jessica Shedd, University of Texas System Administration
David R. Troutman, University of Texas System Administration

Can analytics solutions predict and elevate net tuition revenue? What role can institutional research offices play to help colleges and universities get the biggest return on their student investment? Using admissions, demographic, and financial aid data, the University of Texas System has developed a dynamic tool that “predicts.” The result: optimizing return on investment. Attendees will learn how this statistically based predictive analytics model used for two very different institutions predicts matriculation, maximizes return on financial aid resources, and increases retention.
2:00 PMBig Data for Smaller Institutions: Getting Bang for your Buck in a Smaller Setting

Marty Mickey, National Louis University
Nick Wallace, BKD LLP

Visualizing the problem is often the first step to effective solutions. Until recently, data visualization tools were only used by the largest and most resource rich universities. This session will introduce big data and analytic tools being used in smaller schools. We will review the key elements of two case studies at small and medium sized private universities. We will cover tools and reports being used to inform decisions about cost allocation and financial performance. We will also discuss the impact on decision making at these two institutions.
2:00 PMTax Update

Joseph Irvine, The Ohio State University
Julia Shanahan, Columbia University in the City of New York

Join members of NACUBO’s Tax Council for a comprehensive update. This session encourages questions, opinions, and interactive discussion.
3:15 PMRefreshment Break
3:30 PMBoise State's Journey to the Cloud

Suzanne Adams, Boise State University
JoEllen DiNucci, Boise State University

Benefit from the lessons Boise State University learned through migration to Oracle's ERP Cloud. Hear how a complex public university successfully migrated mission critical administrative systems to a “Cloud Solution” A cloud project is more functional than technical and business officers need be ready to lead. Presenters discuss the cultural shift that a cloud approach brings, revised implementation methodologies, and building a sustainable infrastructure. 
3:30 PMImplementing FASB’s NFP Reporting Challenges

John Kroll, University of Chicago
Dale Larson, Dallas Theological Seminary
Lou Mezzina, KPMG LLP

Hear how a large and a small institution are implementing ASU 2016-14 this fiscal year! Each institution will reveal how they are using the ASU’s intended flexibility to tell their story. Special emphasis will be placed on effort and managing the change, net asset display and related disclosures, internal designations and related disclosures, liquidity disclosures, operating measure considerations, cross-walking expenses, trustee communication, and more.
3:30 PMNavigating P3s- a discussion of deal structures and the related accounting treatment

Megan DeGrass, Wells Fargo Securities
Claire Esten, Grant Thornton LLP
Patricia Filippone, University of Massachusetts System

As schools look for different ways to manage capital activities, public-private partnerships are becoming increasingly common. Learn about common deal structures can help institutions choose the right option for their needs. Hear how one university selected an approach that gave them the results they desired and fit the needs of future students. Presenters discuss how to apply the relevant accounting guidance in situations that could result in reporting the transaction on the financial statements, or not reporting it, depending on the application of GAAP to the terms and conditions of various common structures.

Tuesday, May 9

7:00 AMContinental Breakfast
8:00 AMCyber Security: Concerns and Innovations

Todd Carroll, Federal Bureau of Investigation
Ariel Feldman, University of Chicago
Lou Mezzina, KPMG LLP

In an increasingly complex campus technology environment, compounded by decentralized management, student information, and unknown personal devices, higher education must protect its core systems and networks from service disruption, malfeasance, theft, and damage. Panelists draw on their experience – FBI and cutting edge research
9:20 AMAn Analysis of Financial Health and Trends in Higher Education

Ron Salluzzo, Attain, LLC
Phil Tahey

Every institution presents significant amounts of information to their Boards. Fewer colleges and universities contextualize their reporting within the higher education industry. Using our proprietary data repository that includes financial data on over 300 institutions, this session will present data that defines overall financial health, and financial trend lines that are evident for fiscal years 2012 to 2016. This analysis will use the concepts of Strategic Financial Analysis for Higher Education, 7th Edition and the 2016 Update. Institutions and trends will be grouped into various Carnegie Classifications and some of the differences between the classifications will be discussed. 
9:20 AMBrown’s Migration to Workday’s Cloud

David Gagnon, KPMG LLP
Charlene Sweeney, Brown University

Hear how Brown University successfully migrated mission critical administrative systems to a cloud based infrastructure. Presenters discuss what business officers need to know: gaps, process discoveries, control and efficiency benefits, audit considerations, training, communication, and how to have a successful fiscal year close and audit. 
9:20 AMEffectively Communicating Financial Information

Walter Branson, Missouri University of Science and Technology
Cuba Plain, University of Missouri System

In today’s higher education environment financial leaders must effectively communicate financial and budget information so that timely optimal decisions can be made and the campus community feels the process is inclusive and transparent. This is often difficult to accomplish because many of our audiences are not primarily finance oriented. This presentation will focus on effective methods for communicating financial information to non-financial audiences. Techniques will include successful use of graphics, appropriate level of detail for the audience, and creating your story.
10:15 AMRefreshment Break
10:50 AMEnterprise Risk Management

Janice Abraham, United Educators

Risk management is not just about insurance or financial loss. The evolution of risk must include an enterprise view. With increased public scrutiny and pressures to innovate and change, institutions must embrace a new risk profile—and—leading enterprise risk management activities increasingly falls to the chief business officer. Hear the journeys institutions are taking. Leave with an appreciation for the breadth of work and strategies that make a difference.

Program Overview

2017 Higher Education Accounting Forum
May 7-9, 2017

Estimated CPEs:14.5


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