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2018 Finance and Facilities Leadership Workshop

Attendees will be sent a survey one month prior to the program to assure the content will meet their needs.

Overview - Where to Invest in Your Facilities

Finance and Facilities Leadership Workshop
This workshop will prepare business, finance and facilities officers to more effectively lead the efforts to advance their campus operations. Higher Education finance and facilities officers face many challenges in their organizations and institutions that often do not take advantage of the complexities of financing which could improve effectiveness and advance efficiencies of their facilities. Entrenched and established views in both professions are being overturned by accelerating changes in funding models, technology advancements, shifting workforce demographics, strategic stewardship and master planning.

Join experienced Finance and Facilities campus leaders as they seek greater effectiveness to advance their organizations in this age of accelerations. APPA and NACUBO are co-presenting these two units of a campus to advance communicating and working more efficiently and effectively.

Please note that this event is currently sold out. 
Workshop Auxiliary Services, Campus Operations 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

  • Articulate and communicate value of the facilities portfolio.
  • Enhance alignment of facilities asset reinvestments with institutional strategic plans and business goals.
  • How to groom, prepare, and retool facilities staff to more effectively manage an environment of accelerated change.
  • Redefine and align the facilities organization role in mitigating institutional risk.
  • Strategies to improve facilities for program delivery, energy efficiencies, and more sustainable operations.
  • Understand the Total Cost of Ownership (TCO) framework to make sound investments across your facilities portfolio.

Who Should Attend

  • Associate Vice Presidents of Finance, Administration, Budget or Facilities
  • Budget Directors
  • Budget Managers
  • Chief Facilities Officers
  • Chief Financial Officers
  • Planning Managers
  • Planning Officers
  • Sustainability Directors
  • Vice President of Finance, Administration or Facilities



No prerequisites and/or advance preparation required.

Interested in Sponsoring?

Contact LaTosha McNeal, Manager, Business Development, at or 202.861.2582

Meet The Presenters

  • Joseph Bilotta, , University of Iowa
  • Sally Grans Korsh, senior advisor, facilities management and environmental policy, NACUBO
  • Donald Guckert, , University of Iowa
  • Jay Klingel, ,
  • Lander Medlin, , APPA-Leadership in Educational Facilities
  • Meghan Fay Zahniser, , Association for the Advancement of Sustainability in Higher Education

CPE Information


Participants will be awarded an estimated 8.5 CPE credits for this group live event. CPE credits can be earned in the following categories: Management Services, Specialized Knowledge. Learning Level for this program is Advance.

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, breakfast, lunch, refreshment breaks and reception as specified by the program schedule, and access to program materials.

Advance registration for both members and non-members ends on 8/20/2018

Member Early Ended August 20, 2018


Non-Member Early Ended August 20, 2018


Member Standard Ended September 23, 2018


Non-Member Standard Ended September 23, 2018



Day 1

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $189.00

Double: $189.00

Phone Reservation: 502.313.6664

Rates guaranteed until: 8/21/2018 (subject to availability)

Omni Louisville Hotel is the new cornerstone of downtown Louisville reflecting the essence of the city and is only 15 minutes from Louisville International Airport. Our hotel features 612 elegantly appointed guest rooms and 70,000 square feet of event space, along with several unique dining experiences. The Water Company pool and bar is perfect for sharing cocktails with friends with the downtown skyline as the backdrop. 
Guests will truly feel like a part of the community as our Falls City Market the neighborhood in with the smells of freshly brewed Heine Bros. coffee, baking bread and fragrant fresh flowers. Our location allows you to easily make your way to Main Street to indulge in Louisville's bourbon culture at many popular distilleries, and we're near other popular attractions like the Louisville Slugger Museum & Factory and Churchill Downs.

RESERVATIONS: To make your room reservation, please call the Group Reservation Phone Number at 1.800.THE.OMNI (1.800.809.6664) or click here to reserve online.