Overview

The link between planning and budgeting is integral to the success of an institution.  As you navigate resource challenges, lean administrative structures, and the constant changing world of technology, it is crucial that institutional planning connect with key budget practices. This three-day program focuses on methods to incorporate the planning and budgeting processes, while providing you with the tools to develop performance measures and cooperative strategies.   Join your colleagues from similar institutions to address challenges related to planning, resource allocation and measurement. Focus on identifying resources and solutions to respond to common issues.  Learn how key principles can be cohesively orchestrated to support long-term institutional success. Who Should Attend: Senior business officers Senior financial officers Budget officers Planning officers Deans of administration Project administrators Prerequisites No prerequisites and/or advance preparation required. Course Level Intermediate to Advanced Estimated CPEs Participants will be awarded up to 15 CPE credits. CPE credits can be earned in the following categories: Management Advisory Services Fees Standard Rate (after 4/21/2008) Member: $685.00 Non-member: $835.00 To assure timely processing, mail-in registration is available only until the early bird deadline. Please postmark form by 4/21/2008. 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.

Sponsored by:

Schedule

Sunday, May 18
11:30 am	Registration
	Light refreshments available
1:00 pm	Welcome Remarks
1:15 pm	Planning and Budgeting Foundations
	Larry Goldstein, Campus Strategies The premise for the workshop is that effective institutions find ways to integrate planning, assessment, and resource allocation. This session lays the foundation for the program by explaining the important principles for each of these processes and how they must be employed together in support of institutional success.
2:00 pm	The Future Timeline
	Patrick Sanaghan, The Sanaghan Group Gain actual experience through a planning exercise that gathers and synthesizes large amounts of data. This large-group, horizon thinking activity surfaces important issues, events, and trends that must be considered in a planning process.
3:30 pm	Refreshment Break
3:45 pm	Art and Science of Planning, Budgeting and Assessment
	John Palmucci, Loyola College Hear a chief business officer’s view of the process, obstacles, barriers and opportunities for success in linking planning, budgeting, and assessment.  Learn the practices used to determine the scope, timing, and resource requirements necessary to prepare a financial plan.  The role the business office plays in establishing institutional priorities will be examined. This session will also help you understand the financial analysis needed to make appropriate decisions throughout the process.
4:30 pm	Reception
5:30 pm	Adjourn
Monday, May 19
8:00 am	Continental Breakfast
9:00 am	Integrated Planning and Budgeting: Process Overview
	Patrick Sanaghan, The Sanaghan Group Planning and budgeting do not happen automatically or succeed without attention to the activities and processes that constitute an integrated system. Analyze the  essential elements of process design and grasp key issues that must be addressed as part of the overall process.
10:00 am	Refreshment Break
10:30 am	Concurrent Session I:
	Outcome Measures-Larry Goldstein, Campus Strategies        There is no shortage of things to measure on a college campus.  Most institutions focus on measuring the things that are easiest to quantify. Effective         institutions instead focus on measuring the things that make a difference. This session explores the unique aspects of outcome measures and offers a         process for identifying them.        Planning Processes-Patrick Sanaghan, The Sanaghan Group      There are various approaches to planning. Some campuses rely on the expertise of one or two individuals to develop plans based on their knowledge         and experience. Other institutions are more planful and use stimulating activities to engage participants and surface hidden challenges and        opportunities. This session examines some of the more sophisticated aspects of planning processes.        Financial Modeling-Ed Merck, EJM & Associates        Financial modeling tools help us cope with complexity, reduce uncertainty, highlight opportunities, and communicate effectively. This session        will demonstrate and discuss the use of modeling tools that facilitate comprehensive financial and strategic planning.
12:00 pm	Lunch
1:15 pm	Concurrent Session II:
	Outcome Measures-Larry Goldstein, Campus Strategies        Planning Processes-Patrick Sanaghan, The Sanaghan Group        Financial Modeling-Ed Merck, EJM & Associates
2:45 pm	Refreshment Break
3:00 pm	Constituent Group Breakout
	Join your colleagues from similar institutions to debrief findings in The Future Timeline, and address challenges related to planning, resource allocation, and assessment.  The discussion will focus on the identification of solutions and available resources to respond to issues identified by participants.
4:00 pm	Integrated Planning and Budgeting Roundup: Current Topics and Issues
	Larry Goldstein, Campus Strategies (Moderator) and all faculty
4:45 pm	Adjourn
Tuesday, May 20
8:00 am	Continental Breakfast
9:00 am	Concurrent Session III:
	Capital and Renewal Planning-Beth Swift, University of Notre Dame       In today’s highly competitive higher education environment the condition of the physical plant can be critical to attracting students and benefactors.  At this session we        will consider the various sources of capital institutions use to preserve existing facilities and construct new ones. Different types of projects and potential funding sources for        each, as well as operating budget impact, will be discussed.       Planning Case Study-Patrick Sanaghan, The Sanaghan Group and Larry Goldstein, Campus Strategies       Resource Allocation Case Study-Larry Goldstein, Campus Strategies       This session will allow participant to explore several strategic options facing an institution.  In the same way that there is no shortage of good ideas on your campus, all of        the possible choices are good ones. What makes it difficult is the shortage of resources to finance them. Participants in this session will consider the available alternatives and       determine which one to pursue.       Strategic Resource Allocation: Budgeting to a Plan or Planning to a Budget?-Brett Dalton, Clemson University       Senior financial leaders have a major responsibility in helping to guide resource planning and allocation decisions.  How universities allocate resources is arguably as        important as how much they have to allocate.  In this interactive and engaging session, participants will work together to identify forces and characteristics at work in higher        education which can lead to  “non-strategic” resource planning and allocation.  Participants will constructively identify and explore practical strategies and concepts        which can be utilized to lead strategic resource planning and allocation efforts.
10:00 am	Refreshment Break
10:30 am	Concurrent Session IV:
	Capital and Renewal Planning- Beth Swift, University of Notre Dame       Planning Case Study-Patrick Sanaghan, The Sanaghan Group and Larry Goldstein, Campus Strategies       Resource Allocation Case Study-Larry Goldstein, Campus Strategies       Strategic Resource Allocation: Budgeting to a Plan or Planning to a Budget?-Brett Dalton, Clemson University
11:30 am	Summary and Closure
	Larry Goldstein, Campus Strategies
12:00 pm	Program Adjourns

Hotel/Logistics

Hyatt Harborside

The Hyatt Harborside is luxurious and convenient, with easy access to virtually anywhere in the city with a myriad of options like the water taxi or the complimentary 24-hour shuttle to airport terminals. Soak up Boston's famed culture and recreation or visit the financial district, all minutes from Hyatt Harborside near the Boston airport.

 

When making reservations by phone, be sure to mention the block of rooms reserved by National Association of College and University Business Officers (NACUBO) for the specific workshop title.  

Visit the Hyatt Harborside website for details, including restaurants, amenities, and nearby attractions.

Room Rate

Triple: $204

Single: $179

Quad: $239

Double: $179

For reservations, call 617.568.1234.

Rates are guaranteed until 4/21/2008, 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:

Altovise Davis
Senior Program Manager
202.861.2586
altovise.davis@nacubo.org

Christina Bartholomew
Program Manager
202.861.2568
cbartholomew@nacubo.org

Susan Menditto
Director, Accounting Policy
202.861.2542
susan.menditto@nacubo.org

Faculty

Program Committee:

Larry Goldstein

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. He was awarded the EACUBO Distinguished Service Award in 2000 and the NACUBO Distinguished Business Officer Award in 2003. John received his B.S., Business Management and his M.B.A. from Northeastern University.      

Pat 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. 

Faculty:

John Palmucci

JOHN A. PALMUCCI currently serves as the Vice President for Finance and Treasurer at Loyola College and has done so since 1994. In his current role, he serves as the College’s Chief Financial Officer and Corporate Treasurer, reporting to the President.  John participates as a member of the executive management team of Loyola College, providing leadership and direction for a major operating division enabling fulfillment of the institution’s mission and goals through sound fiscal management, prudent stewardship of resources and student-centered delivery of services. Prior to his position at Loyola College he held the position of Vice President, Fiscal Affairs at Merrimack College from 1980 to 1994. For eight years prior to his tenure at Merrimack College, John served as Registrar and Dean of Administration at Northern Essex Community College. John also held a variety of positions at Northeastern University for six years including Director, Undergraduate Program; Assistant Dean, College of Business Administration; Assistant Director of Student Activities and he also served as an Instructor of Accounting, College of Business  John maintains involvement with several professional organizations in a variety of leadership capacities such as the National Association of College and University Business Officers, Eastern Association of College and University Business Officers, the Association of Jesuit College and University Business Officers, Middle States Commission on Higher Education, the New England Association of Schools and Colleges, The Education Resource Institute, the Investment Management Institute, The Opal Financial Group, The Archdiocese of Baltimore Audit Committee and The Associated Sulpicians Finance Committee. He was awarded the EACUBO Distinguished Service Award in 2000 and the NACUBO Distinguished Business Officer Award in 2003. John received his B.S., Business Management and his M.B.A. from Northeastern University.   

     

Brett Dalton

Brett A. Dalton is Chief Financial Officer for Clemson University in Clemson, South Carolina. He is responsible for the leadership and management of the University’s finance division.  As CFO he is also the adviser to the President on financial strategy and resource development and is responsible for assessment, accountability and management of the University’s financial resources. Dalton works closely with the President and senior leadership to develop long-range financial plans and strategies to support the University’s vision and goals.  Dalton is chairman of the Discovery Council, leading the effort to transform Clemson to a lean business culture and maximize its financial resources. From 1996 to June 2007 he was Executive Assistant for Finance and Administration to the Vice President for Academic Affairs and Provost. Before that, as Director of Financial Planning, he created the University’s first comprehensive Financial Plan/Financial. Dalton earned both his bachelor’s and master’s degrees in Economics from Clemson. As a Thurmond Research Fellow at the University’s Strom Thurmond Institute he managed numerous research projects, most notably a project to assess the impact of the Superfund statute on South Carolina communities.  He has authored and co-authored research articles and publications ranging from environmental policy research and financial markets analyses to tax and income studies. 

Linda Kroll

Linda Kroll is a C.P.A. and Director of University Budgeting and Financial Planning for the University of Notre Dame in South Bend, IN.  In her current role, Linda oversees all of the budget planning and financial planning activities for the University including, multi-year budget development and analysis, forecasting and cost/benefit analysis for new and existing University projects, maintaining the University’s overall and divisional scorecard metrics, monitoring year-to-date budget performance and managing and reporting on the University’s incentive arrangements.  Linda has been at Notre Dame for nearly ten years. Prior to joining the University, Linda worked in public accounting for Crowe, Chizek and Company in South Bend, IN.  During her four years with Crowe Chizek, Linda had responsibility for approximately 45 audit, tax and consulting clients, with roughly half of those clients in the higher education and non-profit sectors.  Linda obtained Master of Accountancy and Bachelor of Science in Accounting degrees both from Manchester College in North Manchester, IN.  Linda also serves on several non-profit boards, including the Logan Center and Early Childhood Development Center, both in South Bend. 


Beth Swift

Beth Swift is the Manager, Capital Planning at the University of Notre Dame.  She has been with the university for eight years.  Her current areas of responsibility include managing the university's $375 million debt program, including assisting in the structure and execution of Notre Dame's debt, commercial paper, and derivative transactions, as well as developing the university's capital plan approved by the Board of Trustees each year.  She holds a BS from Northern Illinois University and an MBA from DePaul University.