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2018 Higher Education Accounting Forum

This event for advanced-level accounting and finance professionals offers the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions.


2018 Higher Education Accounting Forum
This event for advanced-level accounting and
finance professionals offers the latest information on trends and best
practices in financial accounting and reporting, managerial analysis, and
leadership issues for all types of institutions.

The program features plenary speakers as well as smaller sessions to address
special topics. Roundtable exchanges—broken out by managerial and technical
topics of interest to all types of institutions— allow participants to share
ideas. This forum serves as both an annual update and future outlook where
participants hear and engage in discussions on timely subjects impacting the
higher education community.

In addition to a packed program, there are plenty of chances for networking
with colleagues and speakers during breakouts, meals, and an opening night
For any questions, please contact Ashley Makarsky at or 202-861-2554. 

Workshop Accounting and Financial Reporting FASB GASB Finance

What you will learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Collect insights about new accounting guidance on the horizon
  • Demonstrate an awareness of preferred industry practice
  • Recognize how Federal legislative issues will impact business office

Who should attend

  • Accounting Managers
  • Associate Vice Presidents
  • Budget Directors
  • Chief Financial Officers
  • Controllers
  • Internal Auditors


No prerequisites and/or advance preparation required.

Meet The Presenters

  • John Affleck-Graves, , University of Notre Dame
  • Brian Caputo, president, College of DuPage
  • Liz Clark, vice president, policy and research, NACUBO
  • Rick Cole, partner, BKD CPAs and Advisors
  • Karen Craig, ,
  • Beverly Daniel Tatum, president emerita, Spelman College, author of the best-selling book, Why Are All the Black Kids Sitting Together in the Cafeteria? And Other Conversations about Race
  • Bryan Dickson, director, student financial services and educational programs, NACUBO
  • Tom Ewing, associate controller and director of financial reporting, The Ohio State University
  • David Gagnon, , KPMG LLP
  • Chad Greenwell, , University of Michigan
  • Sharon Heinle, , George Mason University
  • Deirdre Hodgson, , CliftonLarsonAllen LLP
  • Laura Howat, , University of Utah
  • John Kroll, associate vice president for finance, University of Chicago
  • Robert Kuehler, , University of Colorado System Office
  • Dale Larson, vice president for business and finance, Dallas Theological Seminary
  • Joel Levenson, assistant vice president for tax, payables, and procurement, University of Central Florida
  • John Mattie, , PricewaterhouseCoopers LLP
  • Sam McCall, , Florida State University
  • Keith McIntosh, , University of Richmond
  • Jeffrey Mechanick, , Financial Accounting Standards Board
  • Sue Menditto, senior director, accounting policy, NACUBO
  • Lou Mezzina, , KPMG LLP
  • Stuart Miller, , Crowe LLP
  • Tracy Paglia, , Moss Adams LLP
  • Andrew Paluf, , University of Notre Dame
  • Julie Peterson, , Peterson Rudgers Group
  • John Pierce, , University of North Carolina at Asheville
  • Brett Powell, , Henderson State University
  • Sherri Rowland, , Clemson University
  • Lisa Rudgers, , Peterson Rudgers Group
  • Ron Salluzzo, , Attain, LLC
  • Ruth Satorre, , University of California Office of the President
  • Stephen Schafer, , Sarah Lawrence College
  • Megan Schneider, senior director, government affairs, NACUBO
  • Jason Schroeder, assistant controller, financial reporting, University of Notre Dame
  • Julia Shanahan, , Columbia University in the City of New York
  • Cheryl Soper, , University of Michigan
  • Phil Tahey, ,
  • Kim Taylor, , University of Chicago
  • Charles Tegen, , Clemson University
  • Maryann Terrana, , NACUBO
  • Kerri Tricarico, , New York University
  • Kerri Tricarico, , New York University
  • Jarrod Van Kirk, , University of Michigan
  • Diane Viacava, , Moody's Investors Service
  • Jeffrey West, , Salt Lake Community College
  • Mary Wheeler, Consultant,
  • Mary Ellen Wriedt, , S&P Global

CPE Information


Participants will be awarded up to 17 CPE credits for this group live event. CPE credit can be earned in the following categories: Accounting, Accounting Governmental, Finance, Management Services, Personal Development, Specialized Knowledge, and Taxes.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunch, refreshment breaks, and reception as specified by the program schedule, and access to program materials. Early bird registration for both members and non-members end on 3/18/2018. 

Member Early Ended March 19, 2018


Non-Member Early Ended March 19, 2018


Member Regular Ended April 18, 2018


Non-Member Regular Ended April 18, 2018



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $179.00

Double: $179.00

Phone Reservation: 877.303.0104

Rates guaranteed until: 3/18/2018 (subject to availability)

An illuminating fixture in the pulse of the city, Kansas City Marriott Downtown invites you to discover the perfect home away from home. The Kansas City, MO hotel is conveniently located just blocks from top area attractions, including the thriving Power & Light District, home to a plethora of upscale shopping, dining and nightlife. Other nearby attractions include Sprint Center, Kansas City Royals, Kauffman Center and Midland Theatre.
RESERVATIONS: To make your room reservation, please call the Group Reservation Phone Number at 877.303.0104 or click here to reserve online.