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Home > PD > Live PD Programs > Program Descriptions > The CAO/CFO Collaboration: Building an Effective Partnership

Leadership and Management Leadership & Management
2008 The CAO/CFO Collaboration: Building an Effective Partnership
Overview Schedule Hotel/Logistics Faculty

August 13 - 15, 2008
Doubletree Hotel Washington, Washington, DC

Register Now

Overview

At no time in the recent history of higher education has the relationship between the chief academic officer (CAO) and the chief financial officer (CFO) mattered more. Innovation requires the academic integrity, foresight, and the financial means to occur. Academic leaders rely on their financial counterparts to support and fund their efforts, and financial leaders rely on academic officers to advance the core mission of the institution.

These individuals who must work so closely together often come from different backgrounds, have different experiences, and have different understandings of the levers and limits of their jobs.  In many ways, they speak different languages.  As a result, they often find themselves face-to-face trying to bridge different cultures. To help understand and support this important relationship, ACE and NACUBO will bring together CAOs and CFOs for a two-day meeting to address how they can build an effective partnership.  

What You Will Learn:

  • To identify strategies to build relationships and improve goal achievement
  • To explore challenges that interfere with effective engagement
  • To employ approaches that encourage strategic communication

Who Should Participate?

  • Chief financial officers
  • Chief academic officers
  • Come as a team to strengthen the relationship or come on your own to gain better insight and build your own skills and knowledge

Featured Speakers:

  • William "Brit" Kirwan, Chancellor, University System of Maryland
  • Marie McDemmond, President Emerita, Norfolk State University (VA) 
  • Charles Middleton, President, Roosevelt University (MD) 
  • Debbie Sydow, President, Onondaga Community College (NY)
  • Charles Bantz, Chancellor, Indiana University Purdue University Indianapolis 

Prerequisites

No prerequisites and/or advance preparation required.

Course Level

Advanced

Estimated CPEs

Participants will be awarded up to 15 CPE credits. CPE credits can be earned in the following categories:

Business Management and Operations

Fees

Early Bird Rate
Member: $900.00
Non-member: $1,000.00
Standard Rate (after 6/1/2008)

To assure timely processing, mail-in registration is available only until the early bird deadline. Please postmark form by 6/1/2008. Online registration remains open until program reaches capacity.

NOTE: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.

Schedule

Wednesday, August 13
2:00 pm Registration Opens
4:00 pm Welcome, Overview, and Instructions

Setting the Context
Keynote address focusing on communication and culture.

6:30 pm Reception and Dinner
Thursday, August 14
7:30 am Breakfast
8:30 am The Third Party: Presidential Mettle (or Meddle)

Panel of presidents and small group conversations on presidential expectations for each role and the president-CAO-CFO dynamics.

10:00 am Refreshment Break
10:30 am If CAOs are from Venus and CFOs are from Mars (or is it the reverse???)

Small group discussions on the challenges of and strategies for building relationships across academic and administrative cultures.

12:30 pm Lunch
1:30 pm Making Progress: Personal Case Studies

Personal case studies to illustrate successful relationships and to solicit advice and feedback on those that need repair.  Participants will submit a brief (no more than one page) description of a conflict between self and CAO or CFO.  Cases will be treated confidentially.

6:30 pm Reception and Dinner
Friday, August 15
7:30 am Breakfast
8:30 am Advancing the BIG Issues

Identification of the major issues facing higher education that CAOs and CFOs must address together to support the ongoing success of their institutions.

10:30 am Refreshment Break
11:00 am Toward Common Ground

A review of lessons and insights to inform the work of attendees and others who face similar challenges.

12:00 pm Program Adjournment

Hotel/Logistics

Doubletree Hotel Washington

Situated in the heart of our nation's capitol, the Doubletree Hotel Washington DC is a chic, luxurious oasis in downtown Washington, DC. Indulge in a unique, upscale hotel where boutique accommodations combine with distinctive lifestyle-enhancing amenities to create a rejuvenating atmosphere. Nestled in the vibrant Dupont Circle area, the hotel provides comfort and convenience, combining natural design elements with modern technology in an exciting urban location.

 

When making reservations by phone, be sure to mention the block of rooms reserved as the ACE/NACUBO CAO/CFO Collaboration. 

Visit the Doubletree Hotel Washington website for details, including restaurants, amenities, and nearby attractions.

Room Rate

Standard: $169

For reservations, call 800.492.5195.

Rates are guaranteed until 7/14/2008, subject to availability.

Please review our registration policies.

Please Note: NACUBO professional development programs are often sell-outs. Please secure air and hotel reservations only after confirmation of registration.

Certificates and CPEs

For more information, please visit the CPE Request Form page.

Dress

Casual business attire is appropriate.

Smoking

Smoking is not permitted at any meeting session or program event.

Additional Information

For additional information, please contact the following NACUBO staff members:

Susan Jurow
Senior Vice President
202.861.2559
susan.jurow@nacubo.org

Faculty

Featured Speakers:

  • William "Brit" Kirwan, Chancellor, University System of Maryland
  • Marie McDemmond, President Emerita, Norfolk State University (VA)
  • Charles Middleton, President, Roosevelt University (MD)
  • Debbie Sydow, President, Onondaga Community College (NY)
  • Charles Bantz, Chancellor, Indiana University Purdue University Indianapolis

Facilitators:

  • Diane Moen, Vice Chancellor, Administrative & Student Live Services, University of Wisconsin – Stout
  • Jerry Scoby, Vice President, Finance & Administration, Alma College (MI)
  • Judith Gay, Vice President for Academic Affairs, Community College of Philadelphia (PA)
  • Ralph Kuncl, Provost and Executive Vice President, University of Rochester (NY)

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