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2018 Tax Forum

October 14-16 | Denver


This event for intermediate to advanced-level campus tax professionals offers the latest information on issues and best practices in higher education tax compliance and administration. The program features plenary speakers as well as smaller sessions to address special topics. Networking opportunities are woven throughout the program to bring together participants from comparable institutions to share ideas.

This forum serves as both an annual update and future outlook. Participants hear and engage in discussions on timely subjects impacting the college and university tax community. Past forums have addressed issues such as IRS audits, Form 990 preparation, unrelated business income issues, charitable gifts, executive compensation, treatment of fringe benefits, scholarships and fellowships, reporting and withholding for nonresident aliens, mitigating tax risks of international activities, bonds compliance, and charitable gifts.
**If you register for the 2018 Tax Forum, you will receive a $100 discount for the Global Operations Forum which immediately follows the Tax Forum at the Grand Hyatt Denver! A discount code will be provided in your Tax Forum registration confirmation. Please use that when registering for the Global Operations Forum.**
Questions regarding this program, please contact Alex Smith at or 202.861.2508.

Tax Workshop

What you will learn

  • Demonstrate an understanding of guidance for managing tax compliance
  • Determine how tax reporting requirements and regulations may impact your institution
  • Share tips gained from fellow campus tax professionals with peers on campus

Who should attend

  • Assistant Controllers
  • Chief Financial Officers
  • Controllers
  • Tax Managers



Participants should have working knowledge of higher education tax compliance and administration.

Interesting in Sponsoring?

Contact LaTosha McNeal at or 202.861.2852 for sponsorship information.

Meet The Presenters

  • Laura Benner, , Georgetown University
  • Glenn Christofides, , Rutgers State University of New Jersey Central Office
  • Liz Clark, vice president, policy and research, NACUBO
  • Louis Curcio, , New York University
  • Dominic Daher, , University of San Francisco
  • 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
  • Benjamin Davidson, , University of North Carolina at Chapel Hill
  • William Define, , University of Virginia
  • Rebekuh Eley, , BKD LLP
  • Karen Gries, , CliftonLarsonAllen LLP
  • Andrew Grossman, Legislation Counsel, The Joint Committee on Taxation
  • Bertrand Harding, , Law Offices of Bertrand M. Harding, Jr.
  • Sarah Hintz, , CliftonLarsonAllen LLP
  • Joseph Irvine, , The Ohio State University
  • Edward Jennings, , University of Michigan
  • Anne Jetmundsen, , University of South Florida
  • Donna Kepley, , Arctic International LLC
  • Angie Leahy, , Washington University in St. Louis
  • Joel Levenson, assistant vice president for tax, payables, and procurement, University of Central Florida
  • Dawn Mayer, , University of San Francisco
  • Neelu Mehrotra, , Ernst & Young LLP
  • Tracy Paglia, , Moss Adams LLP
  • Travis Patton, , PricewaterhouseCoopers LLP
  • Preston Quesenberry, , KPMG LLP
  • Kyle Richard, , University of Washington
  • Megan Schneider, senior director, government affairs, NACUBO
  • Julia Shanahan, , Columbia University in the City of New York
  • Rachel Spurlock, , Crowe LLP
  • Anshu Tiku, director, global business services, Stanford University
  • Zachary Whitesel, , DePauw University

CPE Information


Participants will be awarded up to 14.5 CPE credits for this group live event. CPE credits can be earned in the following categories: Taxes, Personal Development, and Specialized Knowledge. The course level is intermediate to advanced.

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.

Advance registration for members and non-members ends on 9/14/2018.

Member Early Ended September 15, 2018


Non-Member Early Ended September 15, 2018


Member Regular Ended October 17, 2018


Non-Member Regular Ended October 17, 2018



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Double: $199.00

Single: $199.00

Phone Reservation: 888.421.1442

Rates guaranteed until: 9/14/2018 (subject to availability)

The Grand Hyatt Denver will truly provide an exceptional experience. Their AAA Four Diamond hotel in Denver, CO welcomes you with beautifully designed guestrooms and premium amenities that make your stay easy and comfortable. Discover what happens when urban luxury meets personalized service and enjoy instant access to everything exciting that Denver has to offer.


Call for Proposals

For questions about submitting content, contact Jeanne Cure, Manager, Program Development.

The call for proposals for the 2018 Tax Forum is now closed. Acceptance notifications will be sent by June 29, 2018

Proposals on UBIT topics may also be considered for the 2019 Unrelated Business Income Tax program, taking place February 27-March 1, 2019 in Savannah.


Guidelines for Submission

  • The deadline for submissions was May 7, 2018.
  • Submission of a presentation does not guarantee participation in the program.
  • Do not submit proposals unless each speaker is available to present at any time during the program dates of October 14-16, 2018.
  • Include all presenters that will take part in the presentation. Do not list co-presenters without definite commitment that the co-presenter will be on the program. The co-presenter(s) must agree to all the terms and conditions for participation.
  • The program committee prefers that proposals from vendors include at least one speaker from a college or university.
  • Acceptance notifications will be sent by June 29, 2018.
  • All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
  • Up to three (3) speakers per selected session will be given complimentary registration to the conference.
  • The person listed as the primary contact for the proposal will be informed of the final decision.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.