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2019 Higher Education Accounting Forum

April 14-16 | Philadelphia


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 reception.
Questions regarding this program, please contact Ashley Makarsky or call 202-861-2554. 

Accounting Workshop Accounting and Financial Reporting

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 the 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.

Interested in Sponsoring? 

Email LaTosha McNeal or call 202.861.2582 for sponsorship information. 


The registration fee covers the attendance for one person and incudes session admittance, breakfasts, lunch, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Advanced registration ends on March 17, 2019.

Member Early Ended March 17, 2019


Non-Member Early Ended March 17, 2019


Member Regular Ended April 17, 2019


Non-Member Regular Ended April 17, 2019


Hotel & Travel Information

Rooms Rate

Single: $189.00

Double: $189.00

Phone Reservation: 215.448.2000

Rates guaranteed until: 3/17/2019 (subject to availability)

A superb travel experience awaits guests at the Philadelphia 201 Hotel. Ideally situated in Center City and located within walking distance of most of Philadelphia's top attractions, including the Franklin Institution and the Pennsylvania Convention Center, we're the perfect location for seeing all that the city has to offer. Recently redesigned, our hotel features upgrades to our indoor pool, meeting spaces and our state-of-the-art Sheraton fitness center. We also boast comfortable, spacious accommodations and several delicious on-site dining options.
Please use this reservation link below to book your room now. Book by March 17th, 2019 to receive the discounted rate.


Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Meet The Presenters

  • Terri Albertson, , Haverford College
  • David Bean, , Governmental Accounting Standards Board
  • Matthew Brewer, , California Institute of Technology
  • Shea Bryant, , Michigan State University
  • Chris Burnley, , Ferrum College
  • Craig Carnaroli, , University of Pennsylvania
  • Corey Ciocchetti, , University of Denver
  • Liz Clark, vice president, policy and research, NACUBO
  • Rick Cole, partner, BKD CPAs and Advisors
  • Susan Cooper, , Furman University
  • Gillian Emmons, , Boston University
  • Tiffany Ennis-Henry, , Emory University
  • Tom Ewing, associate controller and director of financial reporting, The Ohio State University
  • David Gagnon, , KPMG LLP
  • Duff Gardner, , Brigham Young University
  • Larry Goldstein, president, Campus Strategies, LLC
  • Brian Greko, , Plante Moran
  • John Hash, , Brown, Edwards & Company, L.L.P.
  • Katie Hillman, , J.P. Morgan
  • John Horn, , University of Pennsylvania
  • Kelli Hudson Perry, assistant vice president for finance and controller, Rensselaer Polytechnic Institute
  • Kendall Isaac, , Dickinson College
  • Susan Johnston, President and Chief Executive Officer, NACUBO
  • John Kroll, associate vice president for finance, University of Chicago
  • Robert Kuehler, , University of Colorado System Office
  • Joel Levenson, assistant vice president for tax, payables, and procurement, University of Central Florida
  • James Lock, , J.P. Morgan Trust Company, NA
  • Lucy Lucker, , University of Saint Joseph
  • MaryFrances McCourt, , University of Pennsylvania
  • Amanda McDonnell, , Harvard University
  • Erica McReynolds, , PricewaterhouseCoopers LLP
  • Jeffrey Mechanick, , Financial Accounting Standards Board
  • Sue Menditto, senior director, accounting policy, NACUBO
  • Jeffery Nordstrom, , California Institute of Technology
  • Kelley O'Brien, , Drexel University
  • Mark Oster, , Grant Thornton LLP
  • Mark Reed, , Saint Joseph's University
  • Colleen Rozillis, , Moss Adams LLP
  • Jason Schroeder, assistant controller, financial reporting, University of Notre Dame
  • Chris Seek, , University of Colorado at Denver
  • Julia Shanahan, , Columbia University in the City of New York
  • William Sibert, controller, Cornell University
  • Jamie Smith, , Emory University
  • Patricia Snopkowski, , Oregon State University
  • Aime Sposato, , Ferrum College
  • Roger Stackpoole, , Le Moyne College
  • Katie Thornton, , Plante Moran
  • Kerri Tricarico, , New York University
  • Pete Ugo, partner, Crowe LLP
  • Jean Vock, , University of Nevada, Las Vegas
  • Mary Wheeler, Consultant,
  • Mark Woolwine, , Brown, Edwards & Company, L.L.P.

CPE Information


Participants will be awarded up to 16 credits for this group live event. CPE credits can be earned in the following categories: Accounting, Accounting (Governmental), Behavioral Ethics, Finance, Management Services, Specialized Knowledge, and Taxes. 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


Call for Proposals

For questions about submitting content, please contact Jeanne Cure

The call for proposals for the 2019 Higher Education Accounting Forum is now closed. The call for proposals for the 2020 program will open in September.


  • The deadline for submissions was November 5, 2018. Proposals may be submitted at any time until 5:00 p.m. ET on the deadline date.
  • 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 April 14-16, 2019. 
  • Include all presenters that will take part in the presentation. Do not list co-presenters without definite commitment that they will be on the program. All speakers must agree to the terms and conditions for participation. 
  • Each proposal must have at least one speaker from a college or university.
  • Acceptance notifications will be sent by January 28, 2019.
  • All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
  • No more than three 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. 
  • Selected presenters are responsible for paying housing and travel incurred in conjunction with participation in the 2019 Higher Education Accounting Forum.