Mr. John Walda
President
1110 Vermont Ave., NW Suite 800
Washington, DC 20005
(202) 861-2500
E-mail: jwalda@nacubo.edu
Website: www.nacubo.org

Objectives:

NACUBO's mission is to promote sound management and financial practices at colleges and universities.

NACUBO monitors, analyzes, and reports on federal legislation, regulatory actions, and programs affecting higher education management and financial operations. NACUBO keeps its members informed about myriad government requirements, providing the information to assist compliance efforts. Seeking to protect the interests of colleges and universities and improve communications with federal policy makers, NACUBO's is an advocate for its members with Congress, the Administration, and federal regulatory agencies.

NACUBO offers a wide variety of workshops to assist administrators at every level. The basic and intermediate courses are designed to assist in career building. The advanced programs focus on specific trends and issues. Distance learning programs such as webinars and audioconferences provide convenient access.

NACUBO seeks to encourage and facilitate cooperation and exchange of information and ideas among organizations with common interests in the financial and business management of higher education.

History:

NACUBO has been an association since 1962, when it succeeded a federation of associations of business officers that had given the profession a framework since 1951. In assuming its present form, NACUBO represents the culmination of a professional movement more than 75 years old.

Organized professional activity originated with the establishment of regional associations of business officers. The first, the Association of Business Officers of the State Universities and Colleges of the Middle West (later the Central Association of College and University Business Officers), was established in 1912. The Eastern Association was organized in 1920; the Southern Association in 1928; and the Western Association in 1936. By 1939, business officers of minority institutions had formed an association that later became the American Association of College and University Business Officers. One other organization, the National Association of Educational Buyers (NAEB), maintained a strong interest.

The first national organization, formed in 1951, was the National Federation of College and University Business Officers Associations, incorporated in Illinois, with officers and directors from the four regional associations, the American Association, and the NAEB. When NACUBO was formed in 1962, it brought the five organizations of business officers into a new national membership alignment, while the NAEB resumed its independent status. In 1967, the American Association was dissolved and its members moved into the regional/national structure of NACUBO.

NACUBO's central office was established in Washington, D.C. in 1967, the year the association also approved memberships for two-year institutions. From a membership of about 750 institutions at that time, NACUBO has achieved a membership of over 2,100.

Leadership:

The NACUBO Board of Directors is the governing body of the association and establishes its vision, mission, strategy and goals. As the association’s policy-making body, the Board charts the long-term plans of NACUBO while it assesses its current needs and priorities.

The Board is made up of elected leadership from each of the four regional associations: the Eastern Association of College and University Business Officers, the Central Association of College and University Business Officers, the Southern Association of College and University Business Officers, and the Western Association of College and University Business Officers.

There are eight at-large members elected by the Board from a list of nominees selected by the Nominating Committee. The Board elects the Chair of the Board. The President of the association is a voting member of the Board of Directors.

IRS Classification:

Nonprofit organization 501(c)(3)

Membership:

Membership size: 2,100 non-profit higher education institutions; 700 other organizations

Categories: regular (non-profit colleges and universities, allied (international higher education institutions), associate (museums, foundations), subscriber (corporate partners), affiliate (K-12, NAIS institutions)

Financial Management:

Annual budget: $11 million

Fund reserve: Policy is to maintain the equivalent of six months of core expenses.

Paid employees: Fifty employees

Annual Meetings:

July 26-28, 2003 - Nashville, Opryland

July 17-20, 2004 – Milwaukee, WI

July 9-12, 2005 – Baltimore, MD

July 8–11, 2006 – Honolulu, Hi

Exhibitors in attendance number approximately 250. Workshops are sometimes held in conjunction with the annual meeting, but a separate fee is charged.

The provision of quality programs, publications, products, and services for continued professional growth is an ongoing goal.

Programs provide updates on financial administration, accounting principles and practices, federal legislation and regulations, plus selected management and leadership topics.

2002-03 NACUBO programs include:

• Facilities and Administrative Rates - Long Form
• Organizational Effectiveness I - Baldrige on Campus
• Intermediate Accounting and Reporting
• Building Performance I - People Skills
• Managerial Accounting and Analysis
• Tax Forum§ Endowment Management Forum
• Unrelated Business Income Tax
• Student Financial Services Conference
• NACUBO Executive Symposium
• Organizational Effectiveness I - Change Management
• Privatization of Student Housing
• Higher Education Accounting Forum
• New Business Officers Program (an Annual Meeting preconference)
• The Business of Technology 2003

2002-03 NACUBO Cooperative Efforts:

• EDUCAUSE/NACUBO Forum Facilities track at NACUBO Annual Meeting(jointly developed by APPA and NACUBO)
• Leadership track at NACUBO Annual Meeting(developed in partnership with NCCI)

Through its publications program, NACUBO provides the financial administrator and planner with an outstanding selection of books, subscription services, and other training materials. Members receive the monthly Business Officer newsmagazine—recognized as the authoritative source of news for campus business and financial administrators. Special Action Reports, Advisory Reports, and Public Policy Alerts are published on an as-needed basis and keep NACUBO's members up-to-date on the latest legislative issues.

Internet Services/World Wide Web:

The NACUBO Web site at www.nacubo.org grants provides access to news and information on higher education, legislative updates, NACUBO and regional association events, specialized tutorials, and industry resources. Special reports, public policy alerts, and select portions of Business Officer, NACUBO's monthly newsmag5azine, also are on the Web site. Some of these materials will be found in the members-only portion of the Web site.

NACUBO does not operate an employment service, but does accept advertisements for positions in the monthly news magazine and on its Web site.