Overview

The New Business Officers Program has established itself as a valuable experience for those new to the role of chief business officer, with nearly 450 alumni as the program moves into its tenth year. The intensive two-day workshop covers a wide range of issues that a chief business officer faces and guides you through the complexities of campus leadership. Content areas include leadership styles, planning, board relationships, as well as emerging issues. You will be challenged to evaluate your current practices and strategies, and you will have a great opportunity to exchange ideas and network with colleagues. Leading higher education consultants Larry Goldstein and Pat Sanaghan facilitate the program, with special topics covered by guest speakers including a college president, a corporate CEO, a provost, and experienced chief business officers. Attendance at the New Business Officers Program, by application only, is limited to chief business and financial officers who report directly to the president or chancellor and who have been in their current positions for three years or less. To apply, please complete the application (download above) and email to jeanne.cure@nacubo.org. Prerequisites No prerequisites and/or advance preparation required. Fees Standard Rate Member: $485.00 Non-member: $535.00 To assure timely processing, mail-in registration is available only until the early bird deadline. Please postmark form by . 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

Friday, July 11
8:00 am	Registration and Continental Breakfast
8:30 am	Introductions
	L. Goldstein
9:00 am	Leadership Overview
	P. Sanaghan A presentation covering the roles, skills, and qualities required for success in higher education leadership positions.
9:45 am	Break
10:00 am	Future Timeline
	L. Goldstein An interactive session requiring participants to think up to ten years out to consider issues, events, and trends that will affect higher education.
11:00 am	The CFO's Role from the Perspective of a Provost
	M. Krueger This session examines the critical relationship between a chief business officer and a provost and also highlights some of the uniqueness of higher education.
12:00 pm	Lunch with NACUBO Board of Directors
1:00 pm	Key Relationships for a CFO
	L. Goldstein A presentation built on a typical higher education organization chart. The focus for the session is the key points of interface between the CFO and the other members of the cabinet and the types of issues that are likely to arise.
1:30 pm	How to Keep Your President Off the Front Page
	L. Goldstein Many presidents find themselves in trouble over matters related to business issues.  CFOs are in an ideal position to educate their presidents to help them avoid self-inflicted wounds.  This session highlights the critical steps that CFOs can oversee to help set the proper institutional control environment.
2:15 pm	Leadership Wheel
	P. Sanaghan Utilization of a tool that helps participants understand their operating style and the impact it has on their effectiveness when working with others.
3:15 pm	Break
3:30 pm	Featured Speaker: The Role of the CFO
	J. Palmucci
4:45 pm	Wrap-up
5:00 pm	Reception
Saturday, July 12
8:00 am	Continental Breakfast
8:30 am	Reflections on the Leadership Activity
	P. Sanaghan
8:45 am	Collaborative Teaching Activity
	P. Sanaghan This interactive session demonstrates a technique for leveraging the learning of groups utilizing classic articles from business literature.
10:30 am	Break
10:45 am	Incredible University Case Study
	L. Goldstein This interactive session explores challenges relating to outsourcing decisions, endowment management, technology choices, campus master planning, and donor relations.
12:15 pm	Lunch
1:15 pm	Special Session: Conversation with a President
2:30 pm	Break
2:45 pm	Concurrent Sessions
	L. Goldstein • Board Relationships (Jim Doyle)           • Engaged Planning Processes (Pat Sanaghan)    • Management of Risk (Janice Abraham)
4:00 pm	Open Forum
	L. Goldstein Questions and answers with panelists (Abraham, Doyle, Farley, and Sanaghan)
4:45 pm	Wrap-up
	L. Goldstein, P. Sanaghan

Hotel/Logistics

The Palmer House Hotel

The Chicago Hotel the World Knows Best! At the Palmer House Hilton hotel located in downtown Chicago, Illinois, guests enjoy the close proximity to the Art Institute of Chicago, Grant Park, Millennium Park and Navy Pier. State Street and Michigan Avenue shopping is just outside the hotel doors. Ideally located in the heart of the Chicago Loop, the Palmer House Hilton is a unique Chicago hotel offering modern conveniences combined with over one hundred years of elegance.

All of the guestrooms at the Palmer House Hilton offer comfortable and elegant surroundings as well as the modern conveniences you expect while taking care of business on the road, such as two phone lines, voicemail, high-speed internet access, and coffeemakers.

For additional information on hotel reservations, please visit the NACUBO Annual Meeting housing page.

Visit the The Palmer House Hotel website for details, including restaurants, amenities, and nearby attractions.

Room Rate

Single: $209

Double: $209

For reservations, call 800.HILTONS.

Rates are guaranteed until 6/20/2008, 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.

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:

Jeanne Cure
Program Manager
202.861.2574
jeanne.cure@nacubo.org

Faculty

Larry Goldstein
Larry Goldstein is president of Campus Strategies, a management consulting firm providing services to colleges and universities as well as organizations serving higher education.  He also is involved in various professional activities including service on the Governmental Accounting Standards Board’s Advisory Committee for the GASB’s Comprehensive Implementation Guide.  Mr. Goldstein is the author of College and University Budgeting:  An Introduction for Faculty and Academic Administrators and has co-authored several publications including NACUBO’s Financial Accounting and Reporting Manual for Higher Education. 

Prior to establishing Campus Strategies, Mr. Goldstein served as NACUBO’s senior vice president and treasurer.  Before joining NACUBO he spent 20 years in financial administration positions on four college campuses.  In his last campus position he was the University of Louisville’s chief financial officer.  Prior to entering higher education financial administration, he was a tax associate with Touche Ross & Company. 

Mr. Goldstein, a certified public accountant, earned a bachelor of accountancy degree from Walsh College and a master of science degree from the University of Virginia.  He is a recipient of NACUBO’s Daniel D. Robinson Award in recognition of his contributions to higher education accounting and financial reporting.

 

Patrick H. Sanaghan
Patrick H. Sanaghan, Ed.D, is the president of the Sanaghan Group, an organizational consulting firm that specializes in collaborative strategic planning, retreat and meeting design and facilitation, leadership development, and leadership transitions.  He has over 25 years of consulting experience and has worked with over 40 colleges and universities.  Some of his clients have included  Cornell University; Shell Oil Company; The United States Can Company; The U.S. Navy; The William Penn Foundation; Philadelphia City Government; as well as the Cabinet of the Pennsylvania State Government.

He is the co-author of two books,  High Impact Tools and Activities for Strategic Planning (1998, McGraw-Hill) and Intentional Design and the Process of Change (2002, Follett), and numerous articles on leadership, change management, and meeting design.