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2020 Higher Education Accounting Forum

April 5-7 | Seattle


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 Accounting and Financial Reporting 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

  • 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.

Meet The Presenters

  • Jordan Arreola, , Pacific Northwest University of Health Sciences
  • David Bean, , Governmental Accounting Standards Board
  • Matt Booth, , PricewaterhouseCoopers LLP
  • Ken Brown, , Whitworth University
  • Shea Bryant, , Michigan State University
  • Gwynn Cadwallader, , University of Florida
  • Pat Caudle, , University of Redlands
  • Ryan Dover, ,
  • Luke Figora, , Northwestern University
  • Randy Frisch, , City University of Seattle
  • David Gagnon, , KPMG LLP
  • Brandon Gilliland, , University of Miami
  • Roger Goodman, , The Yuba Group, LLC
  • Sang Han, , University of Washington
  • Ann Hittle, , Pacific Northwest University of Health Sciences
  • Kelli Hudson Perry, assistant vice president and controller, Rensselaer Polytechnic Institute
  • Jim Hundrieser, , NACUBO
  • Blaine Jasper, , Baker Tilly Virchow Krause, LLP
  • Susan Johnston, , NACUBO
  • John Kroll, , University of Chicago
  • Kevin Kuhar, , PFM Group
  • Mary LaGrange, , University of Nebraska at Lincoln
  • Dale Larson, vice president for business and finance, Dallas Theological Seminary
  • Joel Levenson, , University of Central Florida
  • Lucy Lucker, , University of Saint Joseph
  • Jeffrey Mechanick, , Financial Accounting Standards Board
  • Sue Menditto, senior director, accounting policy, NACUBO
  • Emily Moran, , University of Florida
  • Abe Nour, , Moss Adams LLP
  • John O'Brien, , EDUCAUSE
  • Tracy Paglia, , Moss Adams LLP
  • Andrew Paluf, , University of Notre Dame
  • Laura Roos, , Moss Adams LLP
  • Christopher Rose, , Deloitte
  • Megan Schneider, senior director, government affairs, NACUBO
  • David Seo, , University of Miami
  • Traci Stensland, , Whitworth University
  • Katie Thornton, , Plante Moran
  • Jacqueline Travisano, , University of Miami
  • Kerri Tricarico, , New York University
  • Pete Ugo, , Crowe LLP
  • Matt Unterman, , Grant Thornton LLP
  • Lynn Valenter, , Washington State University
  • Alan West, , University of Florida
  • Belva White, , Emory University

CPE Information


Participants will be awarded up to an estimated 16 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.

Advanced registration ends on March 8, 2020

Member Early Ends March 8, 2020


Non-Member Early Ends March 8, 2020


Member Standard Starts March 9, 2020


Non-Member Standard Starts March 9, 2020



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $199.00

Double: $199.00

Phone Reservation: 1-888-627-8513

Rates guaranteed until: 3/08/2020 (subject to availability)

Find an urban haven brimming with thoughtful details at The Westin Seattle, one of downtown's most dynamic destinations. Step into our hotel doors and discover sophisticated accommodations, anticipatory service and signature Heavenly amenities. Nearby, Seattle icons like Pike Place Market, the Space Needle, the Washington State Convention Center and CenturyLink Field beckon, offering ample opportunities for adventure and exploration. Return to the sumptuous comfort of your guest accommodation, many of which feature gorgeous views of the Seattle skyline, Puget and innovative small plates at 1900 FIFTH, or savor elevated casual dining at Relish Burger Bistro; our hotel also features a heated indoor pool and a wellness-enhancing WestinWORKOUT Fitness Studio. For those seeking modern event space in Seattle, make use of our nearly 70,000 square feet of space. Come discover the Emerald City on your own terms at The Westin Seattle. 

Call for Proposals


The call for proposals is now closed.
The program committee is evaluating sessions highlighting an issue or topic of concern they feel would benefit the program audience.

Guidelines for submission:

  • The deadline for submissions was November 4, 2019. 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 5-7, 2020. 
  • 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. There is a limit of 5 speakers per submission.
  • Each proposal must have at least one speaker from a college or university. Any submission that does not include a presenter from a college or university will be considered incomplete and will not be accepted.
  • Acceptance notifications will be sent by January 16, 2020.
  • All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications. 
  • Proposal submission topics cannot be changed after the review and selection process.
  • Selected presenters are responsible for paying expenses incurred in conjunction with participation in the 2020 Higher Education Accounting Forum.