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2018 Planning and Budgeting Forum

September 24-25 | Louisville, KY


This event is for business officers with planning and budgeting responsibilities. Sessions will address the latest techniques in higher education resource management. Presenters include experienced business officers and strategists. Topics address financial reserves, integrated benchmarking, performance metrics, capital planning, maximizing resources for student success, and more.
Questions regarding this program, please contact Ashley Makarsky at or 202-861-2554.

Planning and Budgeting Workshop

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

  • Approaches for using planning and budgeting as an agent for institutional change
  • Innovative planning and budgeting methods being practiced at colleges and universities
  • Strategies to address higher education resource management

Who should attend

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



No prerequisites and/or advance preparation required.

Interested in Sponsoring?

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

Meet The Presenters

  • Marc Aiello, , Virginia Commonwealth University
  • David Allen, , Virginia Commonwealth University
  • Jim Anderson, , Boise State University
  • Tony Ard, , Kaufman Hall
  • John Barnshaw, , Ad Astra
  • Lissa Bill, , University of Notre Dame
  • John Calahan, , Stephen F. Austin State University
  • Lisa Cerney, , Missouri University of Science and Technology
  • Jean Cibuzar, , Gallaudet University
  • 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
  • Sunny Donenfeld, , University of Southern California
  • Shari Ellertson, , Boise State University
  • Bryan Elmore, , Auburn University
  • Elliot Felix, , Brightspot Strategies
  • Craig Fitch, , University of Notre Dame
  • Nora Fitzpatrick, , University of Saint Thomas
  • Paul Friga, Clinical Associate Professor of Strategy and Entrepreneurship, UNC Chapel Hill, Vice President Strategy, HelioCampus, University of North Carolina at Chapel Hill
  • Reed Gershwind, , Gallaudet University
  • J. Michael Gower, , Rutgers, The State University of New Jersey New Brunswick Campus
  • Allison Hanson, , University of Saint Thomas
  • Aimee Heeter, , Indiana University
  • Leanne Hill, , Rochester Institute of Technology
  • Segan Jobe, , University of Washington, Bothell
  • Ruth Johnston, , New Mexico State University Main Campus
  • Kenneth Kline, , Boise State University
  • Ross Koenig, , Rochester Institute of Technology
  • Linda Kroll, , University of Notre Dame
  • Missy Little, , University of Notre Dame
  • Tori McClure, , Spalding University
  • Sue Menditto, senior director, accounting policy, NACUBO
  • Adam Meyer, , Huron Consulting Group
  • Holly Mikesell, , Boise State University
  • Richard Minturn, , University of Virginia
  • Chris Mortensen, , University of Oregon
  • Leslie Odom, , Boise State University
  • Sandip Patel, , Quinnipiac University
  • David Patrick, , Virginia Commonwealth University
  • Irene Pedraza, , Boise State University
  • Jill Piedmont, , Indiana University System
  • Cuba Plain, , University of Missouri System
  • Randy Roberson, , NACUBO
  • Crystal Smith, , University of Chicago
  • Richard Staisloff, , rpk Group
  • Cherokee Staples, , University of Oregon
  • Kathryn Valenti, , University of Notre Dame
  • James Vigil, , rpkGROUP
  • Erica Vogt, , Hodges University
  • Belva White, , Emory University
  • Katya White, , Georgetown University
  • Leslie Wolgamott, , University of Oregon

CPE Information


Participants will be awarded an estimated 13 CPE credits for this group live event. CPE credits can be earned in the following categories: Management Services, Finance, and Personal Development. Learning Level for this program is Intermediate.

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, lunches, 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 8/21/2018. 

Member Early Ended September 25, 2018


Non-Member Early Ended August 22, 2018


Member Regular Ended September 26, 2018


Non-Member Regular Ended September 26, 2018



Day 1

Show Full Day

Day 2

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.


Call for Proposals

For questions regarding the submission process, contact Altovise Davis at

The call for proposals is now closed for the NACUCBO 2018 Planning and Budgeting Forum. Acceptance notifications will be sent by June 11, 2018. The person listed as the primary contact for the proposal will be informed of the final decision via email. Please note that only a limited number of proposals will be accepted for inclusion.

  • Selected presenters are responsible for paying housing and travel incurred in conjunction with participation in the 2018 Planning and Budgeting Forum.
  • All selected speakers will receive an official confirmation letter. No more than three (3) speakers per session will be given complimentary registration to the conference.  Speakers must complete an agreement form in order to be confirmed for a session.
  • All selected speakers should be available to present at any time during the program dates of September 24-25, 2018.
  • Proposal submission topics cannot be changed after the review and selection process.
  • NACUBO reserves the right to reserve presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.