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Events and Programs
Events and Programs

2017 Planning and Budgeting Forum

September 11-12, 2017
The Westin San Diego
San Diego, CA


Sunday, September 10

3:00 PMUniversity of California San Diego Campus Tour
Tour this unique campus of approximately 28,000 undergraduates, 6,000 graduates and 2,000 in medicine/pharmacy in 805 buildings on 1,200 acres of coastal woodland. The tour will circle the central campus explaining six different colleges: Earl Warren, Eleanor Roosevelt, Thurgood Marshall, John Muier, and Revell.  Next the tour will head to Scripps Institute of Oceanography with spectacular ocean views followed by tour of east campus ending at the unique architecture of the Geisel Library, ranked among the top 25 academic libraries, which contains numerous articles, papers and drawings from its namesake and long time resident Theodor Seuss Geisel (better known as Dr. Seuss).
Back by popular demand, this tour will accept 50 attendees.  While there is no fee for the tour, a $25 fee will be assessed for "no shows".

Monday, September 11

7:00 AMBreakfast/Registration
8:30 AMNew Business Models for Higher Education

Jim Hundrieser, AGB Institutional Strategies

10:00 AMBreak
10:15 AMAcademic Margins Provide the Gateway to Excellence and Sustainability

Richard Baniak, University of Missouri, St. Louis
Jess Berkey, University of Missouri System
Karla Dowd, University of Missouri System

The University of Missouri System will highlight recent efforts to determine net tuition and fee revenue by class with associated academic and campus overhead costs. The results provide net margin by class, course, department, college and school by student level – and the underlying course data that is being used as a tool by department chairs, deans, the provost and CFO to drive positive campus performance. Panelists will discuss how this data is being used to drive budget cuts and strategic investment.
10:15 AMEffective Storytelling Techniques for Communicating Data to Leadership

Juliano Bonavia, Pepperdine University
Steven Lesky, Pepperdine University
Greg Ramirez, Pepperdine University

Why are the charts you create in Excel less compelling than those you see in everyday life? With the vast amount of data available in higher education, the ability to tell a compelling story upon which decisions can be based is increasingly necessary. While software allows you to chart anything that comes to mind, system default design generates visuals that are clunky and ineffective. This presentation focuses on useful information design. Topics include a psychological blueprint for how audiences interpret visualizations, a basic framework for designing charts, and a ten-step workflow for creating high quality graphics.
10:15 AMInnovative Budget Modeling: Responsibility Center Management & Zero-Based Budgeting

Courtney Bonnell, A.T. Still University of Health Sciences
Tonya Grimm, A.T. Still University of Health Sciences
Richard Rieder, A.T. Still University of Health Sciences

A.T. Still University has experienced an evolution in the budget development process since 2012. Implementation of a zero-based budgeting rotation cycle, steps toward full responsibility center management and direct involvement from department managers at all levels of the organization are all part of the current budget development model. Five years ago, all budgets were completed with across the board percentage increases on Excel spreadsheets, evenly spread throughout the year with little strategic implementation. Today, ATSU is leaning on historical spending to budget monthly in each line item. Follow the history of this budget evolution from stagnant practices to innovative solutions.
11:30 AMLunch
11:30 AmNew to Higher Education Networking Lunch

Randy Roberson, NACUBO

Administrators new to higher education face a number of unique challenges.  If you have worked in higher education for less than five years, take this opportunity to discuss with colleagues the complexities of administration in a college or university setting.
1:00 PMAligning Strategic Plans with Budgeting

Vicki Golich, Metropolitan State University of Denver
Steven Kreidler, Metropolitan State University of Denver

This session describes the annual cycle of new budget preparation, the use of a campus-wide budget task force, and demonstrates the tools used to ensure incremental funding alignment with strategic objectives. The speakers will also explain the due diligence used to assess the outcomes of the strategic plan’s annual metrics how those results feed budget decisions.
1:00 PMEffectively Communicating Financial and Budget Information

Holly McCormack, University of Oregon
Cherokee Staples, University of Oregon
Leslie Wolgamott, University of Oregon

College and university professionals are often tasked with communicating and presenting financial and budgetary information to diverse audiences. Panelists share their strategies, process, approach and visual examples used to engage and effectively communicate financial information to a wide range of decision makers. Speakers will also share the various reporting tools developed for and presented to the president, CFO, vice presidents, senior leadership and mid-level management.
2:15 PMBreak
2:30 PMFunding Energy Efficiency Through the Operating Budget

Jane Rizzo, Carleton College

Most campuses have aging physical plants that are becoming more unreliable, energy inefficient, and costly. As these plant infrastructures operate past their life expectancy, many move from an asset to an institutional liability. Carleton College is implementing construction on a $40 Million Utilities Master Plan to replace its aging steam system. The majority of the project funding is from new debt. The presenter will share the financial analysis her team used to identify on-going operating savings, and how these savings will off-set the increased debt service in the operating budget.
2:30 PMNew RCM Budget Model Implementation Panel: Bringing the Model to Life

Bryan Elmore, Auburn University
Nicole Ferretti, University of Virginia
Michael Hales, Northern Kentucky University
Amanda Malone, Auburn University
Jaime Ontiveros, Huron Consulting Group

This discussion highlights the experiences of three universities that recently implemented new budget models. Each panelist explains converting his or her institution’s new Responsibility Centered Management budget model from a spreadsheet to a university-wide planning tool. Speakers will share how they developed new planning processes, assigned new roles and responsibilities, created new reporting and training tools, established new shared governance structures. Panelists will also discuss unexpected challenges related to policies, timelines, training, communications, and emerging needs. Following the facilitated discussion, audience questions will be encouraged.
2:30 PMResource Allocation Process for Planning and Budget Alignment

Brett Powell, Henderson State University

To ensure that university resources are directed toward goal attainment, strategic planning objectives must be supported by a robust and thoughtful resource allocation process. Hear how Henderson State University has adopted a planning and resource allocation process that connects the primary functions of planning, budgeting, and assessment of institutional effectiveness. As a result, both short-term and long-term planning are informed by an evaluative process to ensure that programs and activities are aligned with the university’s mission through appropriate outcomes.
4:00 PMContinuing the conversation on New Business Models for Higher Education

Jacalyn Askin, NACUBO
Jim Hundrieser, AGB Institutional Strategies
Cuba Plain, University of Missouri System
Randy Roberson, NACUBO

4:00 PMResearch/Large Institution Roundtable

Katharine Bonneson, University of Minnesota-Twin Cities
Aimee Heeter, Indiana University
Linda Kroll, University of Notre Dame

Bring your questions and experiences and join your colleagues for an interactive discussion on operational and management issues research and large institutions deal with.
4:00 PMSmall Institution Roundtable

Larry Goldstein, Campus Strategies, LLC

Bring your questions and experiences and join your colleagues for an interactive discussion on operational and management issues smaller (non-research oriented) care about.
5:30 PMNetworking Reception

Tuesday, September 12

8:00 AMNetworking 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 AMCreating Transparent P&Ls to Expose Program Cracks and Enhance the Budget Process

Sunny Donenfeld, University of Southern California
Denise Millard, University of Southern California
Sari Sillanpaa, University of Southern California

For some, the idea of measuring profit and loss in a not-for-profit environment is heresy. In actuality, developing P&Ls that appropriately allocate revenue and expense is essential for gauging program health, and critical for managing a portfolio of programs. Panelists will address their approach and entertain questions.
8:30 AMWashington Update

Matthew Hamill, NACUBO

Hear the current state of the nation’s capital and understand the implications for colleges and universities.
9:45 AMBreak
10:15 AMTransformational Leadership: Evolve, Adapt, Inspire
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.
11:30 AMLunch
12:45 PMUsing Academic Margins to Change Conversations with Faculty

Richard Baniak, University of Missouri, St. Louis

Analyzing program contribution margins are a must – for many reasons.  Program costing and the related data analysis can provide valuable information that can be used as a decision tool and a starting point for constructive discussions with faculty.  Hear how one institution has used program costing data to change the budget conversations on campus with academic administration and faculty, shape academic portfolios, as well as drive discussion on institutionally focused strategic behavior.
2:15 PMLinking the Strategic Planning and Budgeting Processes to Projected Outcomes

Ed Magee, West Virginia Higher Education Policy Commission

More than ever, institutions are being evaluated on improvements in key performance  indicators and their composite financial indices. This presentation describes a pathway to plan and determine the expected outcomes from strategic initiatives.
2:15 PMWhy “Best Practices” Need to be Challenged

Wendell Brase, University of California, Irvine

With tight capital budgets, how does a business officer decide what tradeoffs will not be regretted in two to three decades? Does building life-cycle performance need to come at the expense of aesthetic design? Brase will present great management tips on how he has created teams that have advanced program and building efficiencies on his campus.
3:30 PMProgram Adjourns

Program Overview

2017 Planning and Budgeting Forum
September 11-12, 2017

Estimated CPEs:12


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