July 16–19, 2022 | Gaylord Rockies Resort & Convention Center | Denver
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The Power of Together
NACUBO is excited to reconvene our members as we host the NACUBO 2022 Annual Meeting in Denver (Aurora) and online. We look forward to reconnecting with colleagues as we reflect on what we have accomplished and the progress we have made in the higher education community. Join your peers as we renew our commitment to working together to tackle and solve the complex challenges that lie ahead for our institutions and the students we serve. Together, our insights will help our colleges and universities thrive.
Author, Speaker, Technologist, Entrepreneur, and Innovator
Disrupting Status Quo Together: Innovating for a Mindful Future
Linda believes in the positive impact that disruptive technologies are having across business and in higher education. She believes in the power in all of us and shares how institutions can thrive by viewing disruption as opportunity.
Sunday, July 17 at 9:00 AM
Platon
World-Renowned, Award-Winning Photographer and Founder, The People's Portfolio
The Power of Unity: Rekindling the Spirit of Optimism
Platon is a gifted storyteller and master photographer, having photographed more world leaders than anyone else in history. His evocative portraits break down personal barriers and capture people’s truth.
Monday, July 18 at 10:00 AM
Thasunda Brown Duckett
President and CEO of TIAA and Appointee to the President’s Board of Advisors on HBCUs
Be the Change: Unlocking the Hidden Power of Lifetime Income
A Fortune 100 CEO, Thasunda leads a company whose mission is defined by financial inclusion and opportunity. Thasunda is passionate about helping close achievement gaps in wealth creation, educational outcomes, and career success.
Tuesday, July 19 at 11:30 AM
Rates
Registration Categories
Early
Until May 15
Regular and Onsite
Until July 19
Full Conference Registration*
Higher Education Member
$940
$1,090
Higher Education Non-Member
$1,250
$1,400
Higher Education Team Registration* (Members-Only)
3 or more attendees from the same member institution, per person
$890
$1,040
Business Partner/Corporate Member
$1,750
$1,750
Business Partner/Corporate Non-Member
$2,500
$2,500
Day Rates and Additional Registration Categories
Guest Pass* (No Educational Sessions)
$390
$390
Student* (Approval Required)
$550
$550
Retiree* (Approval Required)
$550
$550
Single Day* (Higher Education Member Institutions Only)
$595
$595
Single Day Expo Hall* (Higher Education Member Institutions Only)
*Full Conference Registration: Includes educational sessions, all food and beverage functions, and special events
*Higher Education Team Registration: A member higher education institution may register 3 or more full conference registrants at a discounted rate
*Guest Pass: Includes admission to breakfasts, lunches and special events; guest registration does not include access to educational sessions
*Student: Available to individuals enrolled full time and actively pursuing a degree within an accredited academic program
*Retiree: Available to individuals who have retired from a NACUBO member institution and earn no income from an institution/organization eligible for NACUBO membership or as a consultant within higher education
*Single Day: Available to individuals from member institutions and includes educational sessions, all food and beverage functions, and special events for one day
*Single Day Expo Hall: Admission to the Expo Hall only for individuals from member institutions
*Additional Opening Event Ticket: Extra tickets to the opening event for guests of registered attendees
*Registration Questions: Email us at support@nacubo.org
Welcome to colorful Colorado! Join your friends and colleagues for an alpine adventure music festival. Head to the Front Range Lawn at the Gaylord Rockies Resort for an outdoor experience. Play lawn games, listen to the band, or hang out by the fire pit. Let's enjoy being together again!
Casual attire suggested; school spirit wear encouraged.
Those attending the annual meeting for the first time are invited to a special breakfast designed to help them navigate their experience. This is a great opportunity to make connections and meet board members and key individuals from NACUBO’s leadership.
Session Time: 7:45 - 8:45am
Facilitators
Nicole Trufant, senior vice president of finance and administration, University of New England
Randy Roberson, vice president, leadership development, NACUBO
Tadu Yimam, vice president, digital engagement, NACUBO
9:00 AM
Main Stage: Disrupting Status Quo Together: Innovating for a Mindful Future
Linda Bernardi, Author, Speaker, Entrepreneur, and Innovator
The ecosystems of colleges and universities are evolving dramatically. Expectations are shifting at all levels, but our fears, resistance to change, and the pressure simply to get things done often outweigh our commitment to finding new and better ways of doing things. How can we get ahead of change and lead the change?
Linda Bernardi says embracing disruption is the key to a great future. Join Linda to explore how to master ‘the art of imagination and disruption’ and successfully build future possibilities, evolve our mindsets, and improve cultures. Learn the secrets to getting ahead of the game and staying ahead – mindfully, collaboratively, and together!
Session Time: 9 - 10:30am MT
10:30 AM
Expo Hall and Brunch
11:00 AM
Demo Session: Using Machine Learning to Reduce the Impact of the Higher Education Enrollment Cliff
Even before the pandemic, colleges and universities were experiencing enrollment declines, and the demographic cliff—with an expected sharp decline in the number of traditional college-aged students—continues to loom closer. At CLA, we posit that many institutions are trying to recruit themselves out of a retention problem, but by focusing on increasing retention, colleges and universities can markedly improve performance. Using machine learning, our Early Warning Indicator tool helps institutions figure out which students are most likely to leave before they actually leave, allowing the institution to make data–informed decisions about student success efforts.
Learning Objectives:
After attending this session, you will be able to—
Discuss the importance of retention in the looming enrollment cliff
Articulate and define machine learning as a tool for institutional improvement
Identify uses for machine learning to support student success and retention efforts
Speakers:
Deirdre Hodgson, principal, CliftonLarsonAllen
Troy Hollings, digital solutions consultant, CliftonLarsonAllen
11:15 AM
LGBTQIA+ Business Officers Connect and Collaborate Networking Session
Engage with other LGBTQIA+ professional, and allies, attending the NACUBO 2022 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Learning Objectives:
After attending this session, you will be able to—
Connect with peers to further enhance your network and community
Discuss challenges and solutions
Consider ways to support other members of our community
Identify and consider solutions germane to LGBTQIA+ professionals
Speakers:
Jeremy DiGorio, vice president, Stetson University
Jim Hundrieser, vice president, consulting, NACUBO
11:30 AM
Snapshot Session: Procurement Diversity, Equity, and Inclusion Initiative
Smith College is committed to supporting local, minority-, and women-owned businesses. We assessed our current spend, implemented and expanded reporting capabilities, and modified our procurement practices. We surveyed existing vendors and a developed a new vendor intake process to support categorization and reporting. We evaluated our RFP process to collect and consider this when evaluating bids. This session includes a brief overview of these process, as well as examples of surveys, process changes, and custom reports. We’ll also highlight challenges and unanticipated decisions we needed to make along the way.
Learning Objectives:
After attending this session, you will be able to—
Outline a diversity, equity, and inclusion procurement program that aligns with your institution’s strategic objectives
Evaluate potential challenges and decision points in creating your program, including defining vendor categories, updating procurement processes, and reporting on progress
Develop a plan to measure the success of their procurement initiatives
Evaluate the effectible spend for your institution, define vendor categories, and measure their financial (and non-financial) progress
Speaker:
Matthew Motyka, associate treasurer and controller, Smith College
11:45 AM
Snapshot Session: Data-Informed Budgets
This session will provide a snapshot overview of South Central College process that uses data to connect budget and financial management to program outcomes and diversity of our students and how it affects our funding allocations. We’ll share practices to communicate this data and finance information to the college community. This snapshot will include interactive poll questions about what attendees are currently doing in this area.
Learning Objectives:
After attending this session, you will be able to—
Discuss how SCC communicates data to college community
Define financial data used to look at program budgets
Outline what data to look at to tie budget to financial management of programs and departments
Speaker:
Roxy Traxler, vice president for finance and operations, South Central College
12:00 PM
Demo Session: Candidate360™ Demo: How to Optimize Future Enrollment with Predictive Analytics
With a significant decrease in the traditional college applicant pool looming, institutions should consider proactive strategies to optimize short-term recruiting while establishing long-term enrollment pipelines. Participants will gain insight into innovative approaches, such as artificial intelligence and machine learning, and how these approaches improve overall efficiency and effectiveness across the recruitment lifecycle. Presenters will demonstrate Candidate360™, a platform with multiple data visualizations that institutional leaders can interact with to enhance recruitment targeting, yield, and communications. Candidate360™ combines external data, robust analyses, and industry advisors to ensure an institution—specific approach—acknowledging each institution’s unique culture, challenges, goals, and mission.
Learning Objectives:
After attending this session, you will be able to—
Articulate challenges with traditional recruiting and enrollment methods and the need for innovative recruitment strategies
Recognize the value of data for improving enrollment, diversity, retention, progression, and graduation rates
Determine ways to leverage analytics, big data, artificial intelligence, and machine learning for recruitment efforts
Speakers:
Peter Fritz, principal, Deloitte Consulting LLP
Brian Haugabrook, specialist leader, Deloitte Consulting LLP
12:00 PM
Snapshot Session: The NACUBO Tuition Discounting Study Benchmarking Tool: Current Status and Plans for the Future
The NACUBO Tuition Discounting Study (TDS) Online Benchmarking Tool is now in service! The Benchmarking Tool, developed in partnership with Hanover Research, allows NACUBO members at private nonprofit colleges and universities the opportunity to compare their tuition discount rates, net revenue rates, and other results with self-selected peer institutions. This demonstration of the tool will show you how to gain access to the tool, how to use it, and how it might be incorporated into your discounting strategies.
Learning Objectives:
After attending this session, you will be able to—
Discuss the NACUBO Tuition Discounting Study and the new Benchmarking Tool
Outline how the tool can be used to compare your discounting rates and other measures of institutional grant aid performance with participating peer institutions
Offer insights on how the tool can be used to improve your school’s discounting performance, and how potential expansions of the tool may increase these insights
Speakers:
Kathleen Masterson, assistant director, research and policy analysis, NACUBO
Ken Redd, senior director, research and policy analysis, NACUBO
12:15 PM
TECHTalk: Using Technology to Transition to a Cashless Campus
A cashless campus streamlines operations for business office professionals. Plus, when the risk of having cash on campus is eliminated, the result is improved internal controls. Discover how one institution made the switch to cashless. Presenters will also share the technologies used to make this transition, including social media for communications, cash-to-card kiosks, and updated credit card terminals.
Learning Objectives:
After attending this session, you will be able to—
Prepare a communication plan to successfully roll out a cashless campus project
Gather inventory of the technology and tools required to transition to a cashless campus
Identify the challenges of transitioning to cashless
Speaker:
Stacey Lefevre, assistant controller, financial assurance, Grand Valley State University
12:30 PM
Women CBOs Connect and Collaborate Networking Session
As women leaders, we must continue efforts to advance gender equality and gender parity. This will be a fun, interactive session that will allow the audience to explore some of the leadership qualities that make women great leaders, but also provoke thought about career advancement lessons.
Learning Objectives
After attending this session, you will be able to—
Connect with peers to discuss challenges and solutions
Discover new approaches to leadership
Solve problems germane to women business officers
Speakers
Dawn Rhodes, senior vice president and chief business and finance officer, University of Maryland, Baltimore
Susan Maddux, vice president for finance and administration, Furman University
1:00 PM
Demo Session: Innovative Solutions for Your Campus Emission and Water Reduction Goals
NextEra Energy Resources offers innovative solutions to meet carbon and water reduction goals, ranging from renewable fuels to on-site water reclamation. In this session, explore the potential of partnerships to create integrated solutions, including financing of utility system expansion, repair and renewal. Explore options to lower carbon and water footprints and discover the roadmap to achieving campus sustainability goals.
Learning Objectives:
After attending this session, you will be able to—
Discuss how financing solutions can achieve sustainability goals
Identify innovative solutions for greenhouse gas and potable water use reductions
Outline the considerations for developing the right public-private partnership for utility system expansion, maintenance and repair, and O&M while preserving internal capital
Speakers:
Joan D. Kowal, director, development, Nextera Energy Resources-Distributed Generation
Bob Salvatelli, director, water origination, NextEra Energy Resources-Distributed Water
Challenged by the tyranny of the urgent? Having difficulty filtering out the day-to-day email and action item fury to stay on track with your enterprise risk management (ERM) program development? If so, then this flash session is for you. Attendees will hear a useful framework for determining desired outcomes first and then working backward to identify the necessary key supporting tasks and critical lines of effort to make sure work expended is aligned with goals.
Learning Objectives:
After attending this session, you will be able to—
Focus on desired outcomes first, then building key tasks and action steps to support the outcomes
Adopt military-type planning tools for "effects-based" operations and mission-essential tasks to achieve success with ERM program development
Define next steps to get projects unstuck
Speaker:
Tim Wiseman, chief risk officer, University of Wyoming
1:45 PM
Community Safety and Policing Across the University of California: Planning and Implementing
The University of California, a system of 10 campuses and five medical centers, collaboratively developed, and is currently implementing, a multi-year systemwide plan that reexamines campus policing and law enforcement. The UC Community Safety Plan strives to balance the obligations and risks of both protecting and serving its communities. This session will examine the approaches taken to bring together a diverse working team of experts and stakeholders, methods used to engage with communities, and the processes used to develop a comprehensive public safety plan. The presenters will also cover how the plan was implemented, including the challenges of re imagining public safety, particularly policing and the integration of mental health service response.
Learning Objectives:
After attending this session, you will be able to—
Define what community safety means at the University of California and consider what it means at your institution
Discuss approaches to engage and align a wide breadth of stakeholders with different experiences and perspectives
Outline lessons learned from the development and implementation of the UC community safety plan
Adapt campus safety tools and methods to your specific circumstances
Speakers:
Cathy O’Sullivan, chief of staff to the chief operating officer, University of California, Office of the President
Devin Richards, strategic advisor, strategy and program management office, University of California, Office of the President
Julian Ryu, managing director, strategy and program management office, University of California, Office of the President
1:45 PM
Creating Comprehensive and Integrated Planning Models That Support Institution Wide Decision Making
Join a panel of peers to discuss how three different institutions are creating processes and models that help integrate data and improve decision-making. Panelists will discuss some of the challenges they are facing, the differences between their institutions, how they are approaching their transformations, and the benefits they hope to achieve. Hear how these schools are connecting plans within their institutions as well as why it is imperative to do this to position their institution for future success. The session will conclude with a review of the current state and visions for the future at each of the institutions.
Learning Objectives:
After attending this session, you will be able to—
Discuss why each institution has embarked on transforming budget models and the processes they leveraged
Outline the benefits each institution has already been able to achieve and what they hope to achieve in the future
Apply the trends and experiences these institutions are undertaking to transform their processes
Speakers:
Antonio McDaniel, associate vice chancellor of administration and finance, North Carolina Central University
John Pierce, vice chancellor for budget & finance, University of North Carolina-Asheville
Kelli Shomaker, vice president, business and finance and CFO, Auburn University
Curtis Gratz, partner, Spaulding Ridge, LLC
1:45 PM
ERP Pre–Implementation: Hard Enough During Normal Times, but What About During COVID?
Implementing an ERP system during a pandemic is certainly a complex process. Many understand the complexity of implementing a large-scope ERP in theory but appreciating that the theory can break down in practice is likely beneficial to higher education leaders. The biggest miscalculation is underestimating an ERP implementation and the amount of pre-planning and pre-work that is required. This presentation will underscore the reality of navigating through ERP challenges and will present key leadership perspectives to tell a compelling and complete story, as well as how COVID impacted pre-implementation efforts.
Learning Objectives:
After attending this session, you will be able to—
Discuss best practices when performing ERP pre-implementations and implementations during “normal” times
Determine what creativity and solutions are required to successfully perform these activities during COVID
Speak to critical success factors when engaging with organizational leadership about key risks before embarking on an ERP implementation
Speakers:
Michael Eismeier, assistant vice chancellor and CIO, University System of Maryland
Ivan Samstein, vice president and chief financial officer, University of Chicago
Matt Unterman, practice lead and principal, higher education advisory services practice, Grant Thornton
1:45 PM
Current Legal Developments and Issues of Concern to Business Officers
Join a panel of higher education legal experts for a discussion of some of this year’s hot topics in higher education law. They will discuss a variety of issues related to athletics, including the impact of last year’s Supreme Court decision in NCAA v. Alston (compensation of collegiate athletes); activity around Name, Image, and Likeness; and efforts to unionize. Panelists will address the evolving workforce and salient legal issues stemming from these changes, including multistate employment issues, remote work, and faculty employment challenges. Finally, they’ll highlight the latest regulatory developments from the Department of Education.
Learning Objectives:
After attending this session, you will be able to—
Discuss changing employment law issues related to the post-pandemic workforce
Outline legal and regulatory issues related to athletics, including how these changes can impact the business operations of colleges and universities
Define ways business officers and legal counsel can best collaborate to support success across the institution
Speakers:
Ona Alston Dosunmu , president and CEO, National Association of College and University Attorneys
Eileen Goldgeier, vice president and general counsel, Brown University
Tim Lynch, vice president and general counsel, University of Michigan
1:45 PM
CANCELLED: Show Me the Money: Enhance Communication Between Treasury and Everyone Else
This session is cancelled due to presenter illness.
Although everyone handles money, Treasury is responsible for a university’s management of it. During this session, panelists will explore best practices among public and private universities that improve communication involving Treasury. Speakers will discuss the dynamics of communication between Treasury and Purchasing, Student Financial Services, Real Estate, Technology, Risk Management, and others. You’ll also learn how these dynamics change with technology implementations, the pandemic’s impact on communication and what to expect thereafter, and how mobile technology may assist future conversations.
Learning Objectives:
After attending this session, you will be able to—
Explain how controls and organizational reporting channels can positively or negatively impact the treasury function Outline ways treasury business needs to change, such as over time, with ERP implementations, or during a pandemic
Recommend processes and controls for the various functional areas that work with treasury
Speakers:
Kim Rokyta, assistant treasurer, Washington University in St. Louis
Charles P. Colliton, director-global advisory, Bank of America
1:45 PM
The Great Realignment: How the Future of Work Is Driving Changes in the Higher Education Workforce
COVID-19 forced most of the higher education workforce into remote work overnight, driving new expectations for hybrid and remote work while also accelerating burnout. It also prompted broad career reassessments across the workforce, with employees questioning how, where, and why they work. Higher ed administrative leaders must address these new challenges as they approach the post-pandemic future of work at their institutions. This session will help administrative leaders embrace the future of work and think through workforce planning across their administrative and academic functions. The presenters will explore use several higher ed institution case studies to explore how institutions can combat the retention and talent issues within their organizations and manage workforce challenges in adjusting to a new operating environment.
Learning Objectives:
After attending this session, you will be able to—
Discuss ways to recruit and retain your institution’s employee base
Outline concepts beyond the pain points of hybrid and remote work
Explain how culture and diversity, equity, and inclusion impact retention, burnout, and workforce experience
Speakers:
Love Anderson, human capital manager, Deloitte Consulting LLP
Emily E. Omrod, human capital senior consultant, Deloitte Consulting LLP
Nicole Overley, human capital senior manager, Deloitte Consulting LLP
1:45 PM
The Intersection of Strategic Finance and Student Success
As student-centered practices become more deeply integrated into all aspects of strategic planning and operational priorities, chief business officers and their teams are discovering new ways to contribute to student success and equity initiatives. This session will present current trends in business office practices and explore opportunities for business office professionals to support and facilitate positive changes in student outcomes. The presenters will also provide an update on the frameworks and tools being used from our Strategically Financing Equitable Student Outcomes grants funded by Ascendium Educational Group.
Learning Objectives:
Outline trends in business office operations that support student success and equity
Leverage analytics and data-informed financial planning practices to improve student outcomes
Discuss resources for staff development and process improvements that link to equity and student success
Speakers:
Kelli Rainey, senior director for grants management, NACUBO
Terri Dautcher, consultant, NACUBO
3:30 PM
Conference Services: A Key to Supporting Institutional Goals
How well do you know your conference operation's ability to create significant revenue streams and recruit students? Not only are on-campus conferences an important and significant source of revenue, but a well-run conference operation can provide much-needed visibility to prospective students. Additionally, these programs support essential functions on your campus such as commencement, reunions, and other university-wide events. Hear examples of how colleges across the country are benefiting from robust conference operations and the support and resources available to these institutions through the industry trade association, ACCED-I.
Learning Objectives:
After attending this session, you will be able to—
Recognize the potential of a well-run conference operation to generate revenue and increase enrollment
Assess their institution’s current conference program to determine which enhancements and internal partnerships can be made to ensure success
Develop a productive relationship with their conference staff to work together to provide the best products and services
Speakers:
Sherry Ebrahimi, director of conference services and housing administration, Emory University
Jason McClellan, assistant vice chancellor for university services, Washington University in St Louis
Karen Nedbal, executive director, ACCED-I
3:30 PM
Preventing and Responding to Violence and Harassment: A Compliance Requirement, a Moral Imperative, a Business Need
Higher education institutions have long struggled to manage and insure risk under Title IX, the Clery Act, and related obligations. Shifting and rising costs are often due to a constantly shifting regulatory environment. What can we do to lower costs while improving our processes? This session will explore working across offices to meet and exceed these compliance obligations, and highlight approaches to raise capacity and cut costs, while keeping in mind that costs of compliance are less than the costs of non-compliance. The presenters will also discuss efficiencies, new groups and organizations, ways to take advantage of free and low-cost resources, and how collaborate can achieve these solutions.
Learning Objectives:
After attending this session, you will be able to—
Define the challenges of providing student- and staff-facing programs that meet and exceed the legal obligations under the Clery Act, Title IX, and related legal obligations
Find available resources on your campus to meet and exceed the goals of risk management, prevention, and response
Discuss various programs and approaches to response and prevention in a way that can aid CFOs working with Title IX coordinators and Student Affairs staff
Speakers:
Courtney Davis, assistant vice president for risk management and resilience planning, University of Chicago
Kathy E. Hargis, associate vice president of risk management and compliance, Lipscomb University
3:30 PM
Tackling Pay Equity in Higher Education
Organizations that are diverse, inclusive, and treat employees equitably better serve their communities and the world. Pay equity is a critical piece of how institutions are building these modern workforces. This panel will provide proven insights for leaders to take back to their schools about how institutions are responding to reportable ESG/DEI metrics and shifting workforce demographics by are using data to create more inclusive and equitable pay platforms within their faculty and administration ranks.
Learning Objectives:
After attending this session, you will be able to—
Recognize the pay equity gap that exists in higher education—particularly due to gender—the critical factors driving those gaps, and key tools for how to solve them over time.
Use data within higher education organizations to better evaluate their pay landscape against institutional diversity, equity, and inclusion goals
Discuss how higher education institutions can not only drive internal change, but also inspire action and motivate external change
Speakers
Summer Houssainy, fair pay specialist, University of California, Irvine
Maria Colacurcio, CEO, Syndio
Kerry Jessani, head of healthcare, higher education and nonprofit banking, J.P. Morgan
3:30 PM
Washington Update
Hear timely updates from the nation’s capital including the latest on infrastructure legislation Higher Education Act reauthorization. Examine recent rulemaking efforts at the Department of Education and other federal agencies. Other advocacy action items for the higher education community, and notable action within Congress and the federal agencies will also be discussed.
Learning Objectives:
After attending this session, you will be able to—
Outline federal appropriations and other legislation impacting higher education, what this legislation means for your campus, and why Congress funds the way it does
Discuss the latest legislative, regulatory and judicial developments impacting higher education and hear what influences lawmakers to legislate in particular ways
Be a better advocate for your campus with federal policymakers
Speaker:
Liz Clark, vice president, policy and research, NACUBO
3:30 PM
The CFO/CBO's Guide to Prospering in a Sustainable World
From a public health crisis to an economic recession to demands for social justice, the pandemic shined a spotlight on all facets of sustainability. What does a chief financial officer or chief business officer need to understand about today’s environmental and social issues? How can these issues support or derail an institution's mission? How are campus leaders building holistic sustainable communities? How can colleges and universities align their institutional and retirement plan assets to sustainability objectives while potentially boosting returns on investment? Explore solutions to these questions with a focus on sustainability education, research, and leadership at Furman University.
Learning Objectives:
After attending this session, you will be able to—
Describe how environmental and social concerns are transforming campus communities
Outline how institutions are holistically meeting sustainability challenges
Discuss ESG investing opportunities, their potential global and economic impact, and what a CFO/CBO needs to know to advance institutional ESG initiatives
List ways sustainable practices can enhance the student experience
Speakers:
Susan Maddux, vice president for finance and administration, Furman University
Anticipating the Needs of Tomorrow’s Student: Using AI to Preempt Student Needs, Optimize Institutional Resources, and Reduce Barriers for Student Success
Learn first-hand from a panel of experts and early adopters of AI on how they used data on their respective campuses to preempt student needs, resulting in enhanced student services and a reduction in common student success barriers. Examine why transactional AI data is vital to continuous process improvement as well as personalized support and why that matters for the future of higher education. Examine how the AI data captured through student interactions is proactively used to boost customer service, achieve new efficiencies, and support students with diverse backgrounds or schedules.
Learning Objectives:
After attending this session, you will be able to—
Describe the preferred communication modalities of Gen Z and why that matters for future Higher Ed strategic initiatives
Explain why access to direct end user data is vital to the creation of a proactive vs reactive service model
Outline various types of transactional AI data and how it can be leveraged to provide greater support for students and staff
Speakers:
Ken Kaiser, senior vice president and chief operating officer, Temple University
David Glezerman, Training and Business Process Consultant in Higher Ed, DRG Group
Mark McNasby, CEO, Ivy.ai
3:30 PM
The Canary in the Coalmine: Consolidation or Closure?
The COVID-19 pandemic triggered conversations around closing three of the five Vermont State College System campuses. With a proposal before the board to shutter campuses, statewide outrage forced the state to reconcile with years of dwindling state appropriation and declining enrollment. In response, the legislature and governor called for a Select Committee on the Future of Public Higher Education to craft a path forward. This panel discussion will describe the work of the Select Committee and demonstrate how the combined forces of government, system leadership, and the system's board can be effective partners in transformational change.
Learning Objectives:
After attending this session, you will be able to—
Define how public higher education leaders can work with the legislature, trustees, campus leaders and constituents to drive radical change in higher education
Outline ways data can be used to better demonstrate the need for change and chart a new course
Discuss new tactics to help align board and system leadership goals, and to effectively leverage your partners to propel change
Speakers:
Sharron R. Scott, chief financial and operating officer, Vermont State Colleges
Megan E. Cluver, senior manager, Deloitte; vice chair of the board, Vermont State Colleges
As higher education moves beyond the pandemic, what do the next few years hold for community colleges? Connect with community college colleagues to discuss post-pandemic business and financial management issues. Share your thoughts about today’s challenges and tomorrow’s uncertainties.
Learning Objectives:
After attending this session, you will be able to—
Discuss challenges and solutions facing community colleges today
Outline new approaches to handling issues at community colleges
Solve problems germane to community colleges
Speakers
Dawn Robinson, dean of finance and chief financial officer, Northwest-Shoals Community College
Barbara Larson, retired CBO and consultant, NACUBO
7:00 AM
System Business Officers Roundtable
Public university systems are critical social and economic drivers that leverage the collective capacity of their campuses in a variety of ways. As such, systems are uniquely positioned to develop innovative business and financial management models to respond to the disruptions of the pandemic. This panel will bring together system business officers from the National Association of System Heads (NASH) to discuss post-pandemic business and management challenges that address tomorrow’s uncertainties through the collective impact of systemness. .
Learning Objectives:
After attending this session, you will be able to—
Discuss challenges and solutions facing system business officers today
Outline new approaches to handling issues in higher education systems
Solve problems germane to system business officers
Speaker
Ruth Johnston, vice chancellor, chief operating officer and chief covid-19 officer, New Mexico State University
David Miller, senior vice president and chief financial officer, University of Tennessee System
James Johnsen, senior fellow, NASH
7:00 AM
Small Institutions Roundtable
As higher education moves beyond the pandemic, what do the next few years hold for small institutions? Connect with small institution colleagues to discuss post-pandemic business and financial management issues. Share your thoughts about today’s challenges and tomorrow’s uncertainties.
Learning Objectives:
After attending this session, you will be able to—
Discuss challenges and solutions facing small institutions today
Outline new approaches to handling issues at small institutions
Solve problems germane to small institutions
Speakers
Howard Teibel, president, Teibel Education Consulting
8:15 AM
Achieving Bold Growth Opportunities in Higher Education
Whether contemplating mergers and acquisitions, taking an entire undergraduate portfolio online, or deciding to launch a new campus, higher education leaders are looking for ways to identify and successfully realize new growth opportunities. However, big growth opportunities often yield large risks for an institution. Leaders must set themselves up for success by making sure stakeholders align on mission, communications, and risk tolerance. Learn from the growth experiences of three institutions during this session.
Learning Objectives:
After attending this session, you will be able to—
Identify essential elements for success in creating growth strategies
Analyze risks associated with executing large growth opportunities
Articulate new strategic growth opportunities to gain buy-in from stakeholders
Speakers:
Joanne DeStefano, executive vice president and CFO, Cornell University
David Miller, senior vice president and CFO, University of Tennessee
Nick Bradley, manager, Huron
Cathy Dove, senior director, Huron
8:15 AM
Aligning Budgeting, Planning, and Accreditation: Even a Cave Person Can Do It!
During this session, presenters from Manhattan Area Technical College will discuss some scenarios we explored prior to and during the pandemic. These scenarios included opportunities for enrollment growth, facilities expansion, enrollment issues due to the pandemic, recovery, and stronger engagement with our primary communities for economic and workforce development. At the same time, we had an accreditation reaffirmation visit, and used the situations to develop a unique approach to projects, managing the budget, and connecting everything to the institutional and state regents strategic plans as well as accreditation criteria (Higher Learning Commission).
Learning Objectives:
After attending this session, you will be able to—
Develop a "3D" budget allowing for current, next, and forecasted needs of the institution (comprising at least a 5-year period)
List strategic plan and/or accreditation components to each budget item to clarify tracking and reporting for the institution
Conduct presentations using regional labor data to reinforce relevant economic and workforce development priorities for their service area
Speakers:
James D. Genandt, president and CEO, Manhattan Area Technical College
Sarah M. Phillips, vice president of student success, Manhattan Area Technical College
8:15 AM
Keeping Pace with FM Innovation: How IoT Technology Drives Efficiency, Service Improvement, and Campus Satisfaction
How can institutions effectively deliver service amid labor shortages, maintenance backlogs, revenue shortfalls, and other challenges? The facilities industry has undergone dramatic evolution, and this session will showcase how technology is enabling institutions to thrive within the current landscape. Using the Internet of Things (IoT) wireless sensor technology, institutions are using real-time data to allocate limited resources more efficiently and effectively. Additionally, remote monitoring provides information to support decisions about space utilization, equipment condition, maintenance, and environmental systems. Learn how leading institutions are leveraging an IoT platform to better allocate resources, optimize staffing, and improve service delivery.
Learning Objectives
After attending this session, you will be able to—
Outline how technology is changing the facilities industry and providing stakeholders with previously unavailable real-time information
Discuss how institutions are using workplace experience technology to successfully reallocate resources
Apply data-based insights in facilities to continuously improve service delivery and stakeholder satisfaction
Speakers
Bruce Alperin, vice president, Aramark
Katie Boyle, director, program innovation, Aramark
8:15 AM
The Hunt for Talent: Tap Into a Pipeline of Mission-Driven Candidates
The hunt for talent is even harder now because of COVID-19, with a long list of challenges that includes remote and hybrid work, multistate tax issues, and change fatigue. In this session, you will learn more about a unique partnership between the University of North Carolina Greensboro, IsaacsonMiller, and the Military Officers Association of America to attract diverse, experienced, mission-driven leadership talent from the military to second careers in higher education.
Learning Objectives:
After attending this session, you will be able to—
Articulate the potential for new partnerships with professional associations to create deep and diverse candidate pools
Discuss how an acclaimed search firm and a storied professional association came together to address talent supply and demand
List ways leaders in higher education organizations are using past military experience to better their organizations
Speakers:
Bob Shea, vice chancellor, finance and administration, University of North Carolina Greensboro
Brian Anderson, senior director, career transition and member services, Military Officers Association of America
Becca Kennedy, partner, Isaacson Miller
8:15 AM
What Keeps Business Officers up at Night
Explore findings from Inside Higher Ed's latest annual survey of college and university business officers, which will be published in conjunction with the NACUBO 2022 Annual Meeting. Editor Doug Lederman and three CBOs will present and analyze key takeaways, with time for audience questions. Issues include—
CBOs' views of their institution’s financial state
Responses to/recovery from the COVID-19 pandemic
The impact of government policies
Institutional transformation agendas (such as remote work)
Tactics for change management/communication to the campus community
Learning Objectives:
After attending this session, you will be able to—
Discuss peers' perspectives on common, timely issues facing higher education
Apply trends and best practices from campuses around the country to your institution
List some top-of-mind issues facing today’s CBO
Speaker:
Diane E. Snyder, vice chancellor of finance and administration, Alamo Colleges District
Cynthia Vizcaíno Villa, senior vice president for administration and finance, California Polytechnic State University
Mark Volpatti, vice president for finance and chief financial officer, Valparaiso University
Doug Lederman, editor, Inside Higher Ed
8:15 AM
University of Maryland and City of College Park Demonstrate the Power of Partnership
During this session, panelists will discuss how colleges and universities can partner with host cities and towns to transform an area. They will explore the key success factors used to strengthen the partnership between the University of Maryland and the City of College Park when developing the new College Park City Hall. The lessons learned, and solutions derived, can be applied to any college or university whether public or private, urban or rural, large or small. Attendees will hear from university and city leaders about challenges that arose and how this development has paved the way for future partnerships.
Learning Objectives:
After attending this session, you will be able to—
Explain how a shared vision can improve university-city collaboration
Identify possible fresh solutions to enhance university-city partnerships
Describe how a real estate condominium model is one possible solution to strengthening a university-city partnership
Speakers:
Edward J. Maginnis, assistant vice president, real estate, University of Maryland
Kenny Young, city manager, City of College Park
Katie Hearn, senior vice president, Redgate
Scott R. Vieth, principal, Design Collective
8:15 AM
Using Benchmarking and Survey Data to Inform Staffing and Satisfaction While Supporting Your Mission
Most colleges and universities are looking for ways to manage their staffing and administrative costs, while maintaining a high level of service to their internal stakeholders. In this session, two leading U.S. universities will present new proprietary data on how they are able to use benchmarking data to compare their staffing with peer institutions. Panelists will provide a general description of the role of benchmarking data at each institution and discuss the development of and approach to their Administrative Quality Satisfaction Survey (AQSS). Panelists will share the information the survey yielded, as well as how they were able to use that data to make staffing decisions and help inform their strategic plans.
Learning Objectives:
After attending this session, you will be able to—
Describe the importance of using data to understand your staffing and whether you need to increase or decrease your investment based on stakeholder satisfaction
Apply promising practices from institutions on how they have used data to approach improvement efforts and investment decisions at varying levels of unit performance
Explain how benchmarking and survey data can be used to help inform your institution’s strategic plan
Speakers:
Salima Currimbhoy, senior analyst, strategy and analytics, University of Wisconsin-Madison
Lauren Goldstein, organizational development specialist, New Mexico State University
Ruth Johnston, vice chancellor and strategic chief financial officer, New Mexico State University
Paul Seitz, director of strategic initiatives, University of Wisconsin-Madison
10:00 AM
Main Stage: The Power of Unity: Rekindling the Spirit of Optimism
Platon, World-Renowned, Award-Winning Photographer and Founder, The People's Portfolio
Platon is a gifted storyteller and master photographer, having photographed more world leaders than anyone else in history. His evocative portraits break down personal barriers and capture people's truth.
Session Time: 10 - 11:15am MT
11:15 AM
Expo Hall and Lunch
11:30 AM
Demo Session: Attain Strategic Finance Performance (SFP): The Official CFI Calculation, Strategy and Prediction Solution
The Composite Financial Index (CFI) uses ratios to measure how effectively operating and capital resources were used to support an institution’s mission. Panelists will demonstrate how the Attain Strategic Finance Performance (SFP) product calculates the CFI—and 20 subsidiary related ratios—from audited financial statements. Participants will be able to see the benefits of a predictive framework as SFP interactive graphics demonstrate how quantitative changes impact ratios and the CFI score. Finally, the overall framework will reveal actions an institution can take to improve their overall financial health.
Learning Objectives:
After attending this session, you will be able to—
Grasp the importance of the CFI to accreditation, funding mission activities, and overall financial health
Create a forecasting solution engine with institutional customizations
Demonstrate how predictive modeling leads to a deeper understanding of financial health drivers
Speakers:
Alexander Brown, product and innovation practice lead, Attain Partners
Ron Salluzzo, partner emeritus, Attain Partners
11:30 AM
Primary Representatives Meeting
11:30 AM
Snapshot Session: Trends and Policies in Charitable Giving
In March 2020, the federal government created new incentives in charitable giving in an attempt to help nonprofits of all sizes respond to the COVID-19 pandemic. More than two years on, this session will update attendees on the latest trends in giving and provide a high-level overview of policies that could continue to shape the size and structure of giving in the near future.
Learning Objectives:
After attending this session, you will be able to—
Discuss how Washington has helped shaped charitable giving over the past two years
Consider strategies to employ on your campus based on different policy outcomes
Speaker:
Neil Gavigan, policy and advocacy manager, NACUBO
11:30 AM
Young Professionals Connect and Collaborate Networking Session
Engage with other young professionals attending the NACUBO 2022 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Learning Objectives:
After attending this session, you will be able to—
Connect with peers to discuss challenges and solutions
Apply new approaches to leadership
Solve problems germane to young professionals
Speakers
Raysa Leer, associate vice president for financial affairs, University of the District of Columbia
Anne Santos, HR administrator, executive assistance to the dean, Glasscock School of Continuing Studies, Rice University
Lindsay Wayt, senior director, analytics, NACUBO
11:45 AM
Snapshot Session: Mission and Money: Ensuring a Strong Financial Position Through Conservative Budgeting and an Expansion of Prospect and Acquisition Strategies
This presentation describes a 30-year-old strategic business plan for College of the Ozarks that has helped grow the endowment from $70 million to $700 million. The business plan we have used has two key features: an emphasis on the long-term value of conservative budgeting principles and a sustainable vision for success over the next 30 years. Audience members will be able to take the principles and concepts from this business plan and apply them to their own institutions.
Learning Objectives:
After attending this session, you will be able to—
Outline new ways to identify and analyze short- and long-term business plans in order to maximize growth and sustainability
Discuss the benefits of conservative budgeting over 10 to 30 years
List and implement five principles for ensuring a positive year-end fund balance
Speaker:
Weston T. Wiebe, chief operating officer, College of the Ozarks
12:15 PM
Demo Session: Enhancing Student Engagement in Today’s Campus Dining Environment
The campus dining program is fundamental to building student engagement and enriching the overall student experience, particularly in our current environment. Aramark has developed a student roundtable initiative to create an open dialogue around the campus dining program and to foster two-way conversations around what matters most to students. These roundtables became particularly important throughout the pandemic, enabling students to stay connected and communicate their concerns related to overall safety and wellbeing. This demo will present how roundtables are continuing to serve as a vehicle for campus leadership to share clear information about enhanced operations and new strategies, and to build student satisfaction and confidence in their campus experiences.
Learning Objectives:
After attending this session, you will be able to—
Apply new insights about Gen Z attitudes and preferences and discuss the implications of changing consumer behaviors
Discuss creative ways to encourage and address student feedback on dining and other auxiliary services
Leverage concrete examples of successful student feedback initiatives to help create an engaged, inclusive, and vibrant campus community
Speaker:
Sasha Day, vice president, Aramark
12:15 PM
Snapshot: Tuition Discounting: Improving What Public Institutions Report and Why
After more than 20 years, NACUBO is updating its practice guidance on estimating and reporting discounts on tuition and fee and auxiliary services revenue for public institutions. Come hear why and preview the guidance that will be released in early 2023.
Speakers:
Chris Leach, accounting policy analyst, NACUBO
Sue Menditto, senior director, accounting policy, NACUBO
12:15 PM
TECHTalk: Real Time Quantifiable Financial and Performance Measurements for Dining
The financial status of dining must be viewed through the lens of the customer experience and program execution. The complete understanding of these relationships may be the lynchpin that determines the program’s success. Measuring financial outcomes and inspecting the program for execution and the customer’s experience provides the knowledge to set expectations of the program. Understanding—through inspection—what’s happening is not only critical for operations but also is critical in understanding the implications for the ultimate financial return to the University.
Learning Objectives:
After attending this session, you will be able to—
Explain the importance of Key Performance Indicators in measuring financial outcomes and performance through real time insights
Leverage the technology available to measure and monitor dining's performance in the execution of the program, customer experience, and achievement of financial goals
Discuss the institutive feedback mechanism and visualize the cumulative responses of the attendees in real time
Speakers:
Ann Roebuck, principal, Envision Strategies
12:45 PM
Business Officers of Color Connect and Collaborate Networking Session
In this roundtable session, you will have the opportunity to expand your network, reaffirm and explore your role as a leader, and get guidance and support from other business officers of color. You will also have the opportunity to suggest strategies for NACUBO to help business officers of color achieve increased levels of responsibility.
Learning Objectives:
After attending this session, you will be able to—
Connect with peers to discuss challenges and solutions
Apply new approaches to leadership
Solve problems germane to business officers of color
Speakers
Tashni-Ann Dubroy, executive vice president and chief operating officer, Howard University
Choi Halladay, deputy executive director of business operations, Washington State Board for Community and Technical Colleges
Tadu Yimam, vice president, digital engagement, NACUBO
1:00 PM
Demo Session: Integrated Communications: Breaking down Barriers, One Silo at a Time
Communication matters. Students entering higher education today require more personalized experiences, which means campus staff need additional tools or services to meet expectations. Providing direct, targeted, and timely communications is the foundation to building a relationship with campus constituents and increasing positive user experiences, especially in cases of remote or hybrid learning. Jenzabar Communications incorporates a variety of communication channels so institutions can effectively communicate with today’s students. By offering a product that provides functional integration across the ERP and campus departments, Jenzabar enables institutions to create, build, and manage digital constituent profiles to support modern, customer-centric lifecycle expectations.
Learning Objectives:
After attending this session, you will be able to—
Explain how Jenzabar is addressing fragmented communications by bringing together a functionally integrated communication suite
Discuss methods for building and managing constituent profiles that support the community throughout their lifecycle and keep stakeholders aligned
Outline ways a consolidated communication platform can improve engagement, response times, and student satisfaction
Speaker:
Michelle Way, senior product manager, Jenzabar
1:00 PM
TECHTalk: Data, Analytics, and Reporting: A Pragmatic Perspective from Data Management
Institutional leaders can transform analytics from being simply a buzzword to serving as an institutional strategy. New data-related initiatives can be expensive, and leaders need to ensure a return on their investment. Before launching a data and analytics program, institutional leaders should align initiative goals with the college or university’s strategic goals and demonstrate the long-term value in investing in data. The data technology landscape is complex and constantly changing, and this session will help business officers focus the use of analytics on meaningful data-informed decision-making.
Learning Objectives:
After attending this session, you will be able to—
Outline the various people, processes, and technologies involved in an analytics initiative
Describe the data technology landscape, its complexities and constantly changing nature
Set or recalibrate goals for leveraging analytics as an institutional asset
Speaker:
Rooji Sugathan, executive director, data management, Washington University in St. Louis
2:15 PM
Business Model Transformation: A Collaborative Project with NACUBO, AGB, CIC, and Baker-Tilly
This interactive session will focus on how institutions can pair continuous transformation with a strong business model. This session will guide participants through assessing their institution’s financial sustainability, rating their institution’s willingness and ability to change, and considering ways to execute strategies in a continuous model that includes a tactical deployment of resources and a prioritization of programs so that the result is a strong, sustainable business model. Participants will also discuss how the future of education will include multiple pathways for students and brainstorm strategies for how institutions can use this transformation model to create realistic and obtainable next steps that align with the predicted enrollment patterns over the next ten years.
Please note this session is designed for Chief Business Officers only.
Learning Objectives:
After attending this session, you will be able to—
Move transformation from a one-time effort to an integrated and ongoing way of operating
Design an institution-specific framework for implementing new strategies that integrate positive financial results
Create ways to monitor and measure outcomes linked to a stronger business model
Speaker:
Dave Capitano, higher education practice leader, Baker Tilly
Stephen Golding, senior fellow, Association of Governing Boards
Jim Hundrieser, vice president, consulting, NACUBO
2:15 PM
Get Stuff Done (GSD)! Essential Skills and Tools for the GSD Leader
Higher education business professionals encounter a multitude of tasks related to business and finance activities, but they are also often tasked with launching new initiatives and processes, in addition to managing employees, stakeholders, and communication. In other words, they need to know how to “Get Stuff Done (GSD).” This workshop is designed to introduce key project management concepts and skills both as project sponsors and as project managers. Attendees will learn about the real-life examples experienced by the presenters and receive an introduction to project management tools and opportunities for practice and participation.
Learning Objectives:
After attending this session, you will be able to—
List key project management concepts as a project sponsor and project manager
Present examples in higher education of how project management concepts and tools were applied
Practice using project management tools and techniques to address various challenges on campus
Speakers:
Nyeva Agwunobi, executive director of programs and strategic initiatives, School of Humanities, Rice University
Heather Crews, chief of staff for science, innovation, and global initiatives, University of Chicago
Julie Eddy, chief of staff to the president, Greenville Technical College
Susan Wynn, director of special projects, office of the senior vice president for business affairs and chief financial officer, University of Nevada Las Vegas
2:15 PM
Payments Are Eating the World: Leverage Disruptive Events to Accelerate Change and Meet the Payment Expectations
Fintech choices and services continue to expand and evolve to enable students and parents to remit tuition payments more seamlessly and to make it easier for donors to give and engage more actively within social fundraising programs. Further, payment technologies are enabling payments to be processed timelier, more securely, and at lower cost while using integration with financial systems that automate downstream reporting, accounting, and reconciliation processes. This panel will provide business officers with a better understanding of the rapidly evolving payments and technology landscape—which is being embraced and used by students and other key university constituents—to evaluate and position their institutions for the future.
Learning Objectives:
After attending this session, you will be able to—
Discuss the fintech disruption in the payments space and what that means to treasurers
List ways technologies can help payment leaders optimize their payment footprints
Outline how the payment landscape is evolving
Speakers:
John Coppola, vice president for finance and administration/treasurer, Loyola University Maryland
Brian Thomason, vice president for finance, Chapman University
James Lock, managing director, higher education treasury services, J.P. Morgan
2:15 PM
Prioritizing and Elevating Diversity, Equity, and Inclusion Strategies on Campus
In today’s environment, showing tangible movement and transparency in diversity, equity, and inclusion (DEI) is a critical component of an institution’s value-proposition to attract potential students, faculty, and staff. Business office professionals are constantly balancing needs across the institution and have an important role in DEI efforts. Join us for a fireside chat with two chief diversity officers as they discuss how they have collaborated with leaders and business areas to prioritize and elevate DEI across campus. Presenters will share how they infused DEI into their campus culture and strategic plans through stakeholder engagement, leadership alignment, and the creation of programs.
Learning Objectives:
After attending this session, you will be able to—
Analyze approaches for gathering insights and forming action plans to support DEI goals
Discuss approaches for aligning resources (funds and people) to prioritize and elevate DEI
List potential DEI initiatives your college or university may pursue
Speakers:
Marquita T. Chamblee, associate provost for diversity and inclusion and chief diversity officer, Wayne State University
Lauren Turner, senior vice president, talent and inclusion, Worcester Polytechnic Institute
Nahomie Louis, senior manager, Accenture
2:15 PM
Tax Update
Join members of the Tax Council and NACUBO’s vice president for policy and research for this update. They will discuss NACUBO’s work on tax issues, developments impacting colleges and universities, and the outlook for future legislative and regulatory efforts which might affect higher education.
Learning Objectives:
After attending this session, you will be able to—
Discuss the recent developments in campus tax administration and compliance
Identify tax measures for future congressional consideration that could affect your campus
Enhance your institution’s advocacy voice in Washington
Speakers:
Angie Leahy, associate vice chancellor for finance and controller, Washington University in St. Louis
Joel Levenson, assistant vice president: tax, payables and procurement, University of Central Florida
Liz Clark, vice president, policy and research, NACUBO
2:15 PM
The Evolving Investment in Our Higher Education Workforce
Employers of all types and sizes are facing unprecedented volatility in both their institutional needs and the market for talent. While the higher education workforce showed some recovery in 2021 from the depths of the pandemic, many institutions continue to struggle with filling positions at all levels of the organization. As a result, many are developing new strategies to attract, retain, and organize a diverse workforce. During this panel discussion, experts from university campuses and consultants will describe how higher education leaders can balance the shifting investment in talent development with mature, cost-cutting efficiencies that drive new opportunities for growth across the institution.
Learning Objectives:
After attending this session, you will be able to—
Identify areas of opportunity for talent development and strategy
Evaluate cost-cutting measures such as minimizing space utilization and outsourcing services
Apply new strategies for balancing personnel investment with efficient fiscal planning strategies at your organization
Speakers:
Gerald Hector, senior vice president for administration and finance, University of Central Florida
Jeff Herring, chief human resource officer, University of Utah
Susan Basso, principal, Huron
Kurt Dorschel, senior director, Huron
2:15 PM
Modernizing the Office of the CFO: How Major Institutions Are Lowering Costs and Time Spent on Financial Processes
For at least two decades, institutions have purchased disparate software solutions that are challenging to currently maintain. Many are finding that cobbling together data movements and hierarchies across various functions—tuition, compliance, budgeting, payroll, fundraising, treasury, funds, reconciliations, grants, and so forth—is complex, time consuming, and limiting the value of their original purchase. During this session, panelists will share the journeys of two institutions that have solved these pain points. They’ll also discuss enhanced reporting and analytics for contributions and working capital, optimized tuition planning, and automated accounting close and reporting in key areas.
Learning Objectives:
After attending this session, you will be able to—
Optimize a planning environment that uses trusted information
Simplify and automate closing processes and operational reporting
Outline ways to replace end of life software with technology that extends functionality
Speakers:
Mark Schulz, deputy chief investment officer, enterprise architect and finance advisor, Texas A&M University System
Tony Ard, senior higher education solutions consultant, OneStream Software
Steve Lott, higher education regional manager, OneStream Software
4:00 PM
HBCU Roundtable: How Historically Black Colleges and Universities Can Use Federal Funding for the Best Financial and Social Outcomes
Colleges and universities have encountered new federal and state funding opportunities resulting from the American Rescue Plan Act of 2021, the Higher Education Emergency Relief Fund, and other 2021 grant funding. In this session, experts will share real-world examples of how institutions can generate the best financial and social outcomes stemming from federal and state funding, including ways to use land and assets to generate revenue for future campus improvements and public-private partnerships to leverage owned assets to generate revenue for future campus improvements. Panelists will explore and how this funding can accelerate educational access for students and how to retain the current student base.
Learning Objectives:
After attending this session, you will be able to—
Identify strategies to use federal and state funding to advance your institution’s mission and strengthen its financial position
Leverage land and other resources to generate revenue and improve campus facilities
Use federal and state funding opportunities to attract and retain students and improve educational outcomes
Speakers:
Robert Pompey, vice chancellor, business & finance, North Carolina Agricultural and Technical State University
Undria Stalling, senior vice president of business and finance and chief financial officer, Morehouse College
Herman Bulls, vice chairman, Americas, JLL
4:00 PM
Values, Voice and Velocity: The New Rules of Employee Engagement
The need to create a compelling work experience will never go out of style. Evidence shows that higher education is no longer a destination of choice for many high performers, and strategic employers recognize the urgent need to meet employees’ growing expectations. This session will help you assess whether your institutional practices are positioning you to attract and retain talent in a highly competitive labor market. Learn about evolving employee expectations and hear suggestions for communicating and demonstrating organizational values. The presenters will also offer ways to increase your organizational speed and offer practical tools for giving employees a voice.
Learning Objectives:
After attending this session, you will be able to—
Identify changing aspects of the employee value proposition
Design strategies to make their organization more competitive in both attracting and retaining quality talent
Evaluate their organization's employment approach against strategies being employed at innovative organizations
Speakers:
Helena Rodrigues, vice president of human resources, The University of Arizona
Allison M. Vaillancourt, vice president and senior consultant for organizational effectiveness, Segal
4:00 PM
Prepping for the Population Drop: Future Demographics of High School Graduates
Demographic trends will have major implications for higher education in the United States and, consequently, implications for how business officers ensure their institutions are able to fulfill their missions and remain financially viable. In this session, experts will share projections of future high school graduates—which predict a marked decline in numbers of graduates as well as an increasingly diverse population. Presenters will also share how the COVID-19 pandemic has impacted the higher education pipeline and engage the audience in a discussion about how institutions are planning to navigate these challenges.
Learning Objectives:
After attending this session, you will be able to—
Explain demographic trends and implications these trends will have on higher education
Outline institutional efforts that can help address racial and ethnic inequities
Identify potential strategies for adjusting institutional policies and programs to navigate enrollment challenges
Speakers:
Peace Bransberger, senior research analyst, Western Interstate Commission for Higher Education
Colleen Falkenstern, senior research analyst, Western Interstate Commission for Higher Education
4:00 PM
Generating Revenue through Mission-Driven Real Estate Strategies
Due in part to increased budget pressures, the pandemic has motivated innovative thinking at college and universities about how real estate might be leveraged to generate revenue while advancing institutional mission and goals. In this session, explore creative physical capital strategies, best practices, and key considerations for leaders seeking to unlock the potential of their campus real estate. Using specific examples from Arizona State University, the presenters will offer ways of evaluating institutional real assets, assessing leases where the institution is a tenant, and leasing to a third party. They’ll also cover ground leasing, sale-leasebacks, and university-developer partnerships.
Learning Objectives:
After attending this session, you will be able to—
Recognize a range of innovative strategies to leverage campus real estate to generate revenue and/or reduce costs
Discuss examples of implementation of specific real estate strategies
Assess critical questions and steps that can help ensure successful exploration and use of real estate strategies
Speakers:
Morgan Olsen, executive vice president treasurer and chief financial officer, Arizona State University
David Richardson, managing director and head of the TIAA Institute, TIAA
Pamela West, managing director real estate impact investing, Nuveen
4:00 PM
Generate Additional Revenue with 3rd Party Payments and Sponsored Students
Enrollment of international students is beginning to trend back to pre-pandemic levels, and company-sponsored tuition assistance programs are becoming one of the most prevalent perks used to attract and retain employees. This upward trend in sponsored students means increased enrollment and presents colleges and universities with a great opportunity. While any institution would happily accept a larger revenue stream, sponsored students come with the challenge of managing third-party payments. This session will examine how software solutions that integrate into existing campus systems have eased the complexities of administering sponsored payments while increasing efficiency, clarity, and accuracy of the entire third-party payment process for students, staff, and sponsors.
Learning Objectives:
After attending this session, you will be able to—
Streamline contract payment processing and managing sponsor accounts
Ease or eliminate the need for IT resources to manage sponsored payment systems and accounts
Discuss the benefits of a sponsored student program and ways to implement such a program without increasing staff workload
Speakers:
Robyn Bongartz, director of student and A/R fiscal operations, Wichita State University
John Mealy, senior product manager, TouchNet
4:00 PM
Compliance or Cybersecurity: Make Sure You Can Pass the Audit and Then Protect the University
While information technology compliance presents a challenging set of responsibilities for any campus, does compliance equate with actual security? Striving for compliance with regulations (e.g., PCI DSS, GLBA, HIPAA, GDPR, CMMC) can narrow the institution’s focus onto a static set of requirements, which can lead to a false sense of security. Meanwhile hackers do not adhere to any rigidly defined methods or definitions. Your institution can readily do more than implement the processes and controls defined in regulations, which requires a keen understanding of how both the business office and IT view compliance and cybersecurity and ways to navigate the differing priorities of both. This panel will explain how the Business Office, in partnership with the IT department, can go beyond compliance and make cybersecurity business as usual across your enterprise.
Learning Objectives:
After attending this session, you will be able to—
Outline challenges and solutions around striking the balance between managing security and privacy while still delivering robust services to stakeholders
Discuss how business officers and the CIO can come together to learn from each other to move beyond compliance to creating a culture of cybersecurity
Explain how your institution can benefit by taking precautions beyond the minimum set of processes and controls required by compliance regulations
Speakers:
Bill Britton, vice president for information technology, chief information officer, California Polytechnic State University
David Carson, vice president for business services and chief financial officers, Flagler College
Harvey Gannon, CEO, CampusGuard
4:00 PM
Accessing Capital for Energy Transformation, Sustainability, and Deferred Maintenance Success
Energy efficiency and sustainability pressures are increasingly prevalent across the broad higher education landscape. Performance contracting, guaranteed savings, and green bonds, are just a few common examples of funding methods to address these objectives. However, there is often confusion if you ask higher ed leaders to compare and contrast procurement methods for facilities, energy, and other sustainability initiatives. In this session, discover innovative finance and procurement methods to meet the challenges of deferred maintenance and looming sustainability commitments and leave with a fresh perspective and a clear understanding of the diverse array of financing options.
Learning Objectives:
After attending this session, you will be able to—
Articulate metrics used across the facilities management landscape that are driving change in procurement and operations
Define the leading finance methods available to overcome the challenges of deferred maintenance, energy efficiency and sustainability initiatives
List the attributes related to solutions and outcomes based contracting methods as compared to project-based methods
Speaker:
Wayne E. Johnson, key segment manager, education, Duke Energy Sustainable Solutions
Accelerating Analytics: in Higher Education: Managing People, Processes, and Technology
College and university leaders know the value of data-informed decision-making for their institutions and students. Yet, many continue to struggle to fully leverage data as an institutional asset. In this session, panelists will share their experiences—successes and failures—at building institutional cultures that facilitate effective use of data. Presenters will also share NACUBO resources focused on practical and tactical frameworks and guidance for leveraging data to improve student success and institutional health.
Speakers:
Leslie Brunelli, senior vice chancellor for business and financial affairs, University of Denver
Samuel Sudhakar, vice president for information technology services and CIO, California State University, San Bernadino
Gina Johnson, principal and co-founder, Data EmpowerED Consulting
Lindsay Wayt, senior director, analytics, NACUBO
8:15 AM
Debt as a Diversified Portfolio
Beyond 30-year fixed rate tax exempt bonds with a ten-year call are a range of debt products that can be used to minimize debt service and diversify interest -rate risk. This panel will describe the process University of Colorado (CU) used to transition from a debt portfolio that almost exclusively contained a series of fixed rate tax exempt bonds to a diverse set of borrowing types, including taxable bonds, commercial paper, direct bank placements, variable rate demand notes as a line of credit, rolling short-term puts, and traditional fixed rated tax-exempt bonds. By making this transition, CU reduced borrowing costs by matching borrowings with capital needs, taking
advantage of small differences or spreads between debt markets. Participants will learn the context and reasoning behind each decision.
Learning Objectives:
After attending this session, you will be able to—
Identify alternative debt vehicles that can be used to diversify debt portfolios
Discuss how credit rating can affect the use of alternative debt vehicles and lower overall borrowing costs
Implement new strategies that can be used when planning and selecting debt instruments that are more flexible, minimize risk, and lower costs
Speakers:
Chuck Cook, associate treasurer and assistant vice president, University of Colorado
Tony Vu, treasurer, University of Colorado
Steph Chichester, president, North Slope Capital Advisors
8:15 AM
Financial Reporting Best Practices for Private Institutions
Given at least three years of reporting under FASB’s updated guidance, have institutions used the ASU 2016-14 presentation model as an opportunity to streamline disclosures? How do colleges communicate operating performance? Are governing board designations clear? Do statement readers understand investments and endowments? What about time and purpose restrictions? This session will offer a national, campus, and GAAP perspective for many financial statement topics. There will be no holding back on observations, insights, and recommendations for effectively communicating financial information via audited financial statements while complying with GAAP.
Learning Objectives:
After attending this session, you will be able to—
Explain annual operating results
Streamline note disclosures
Clarify restricted, endowment, and unrestricted use of resources for stakeholders
Speakers:
Craig Becker, associate vice president, Lafayette College
Richard Cole, partner, FORVIS
Sue Menditto, senior director, accounting policy, NACUBO
8:15 AM
Fostering an Innovative Campus Culture
Although the time may be perfect for change—transformed societal expectations and market dynamics, technology altering educational and business service delivery, increasing partnership opportunities for housing, parking and
energy infrastructure—for many institutions fostering a culture of innovation and managed risk taking can be challenging. Hear how some are innovating for the future and the key challenges they are facing. Panelists will focus on the role of business officers in fostering a culture of innovation and the ways in which risk taking, or the lack thereof, affects the credit profile of institutions.
Learning Objectives:
After attending this session, you will be able to—
Identify the role of the business officer in fostering change and managed risk-taking
Discuss how to balance a visionary president with the resources and position of an institution
Explain how capital markets look at institutions that are taking on business and operational risk to achieve longer term strategic objectives
Speakers:
Geoff Chatas, executive vice president and chief financial officer, University of Michigan
John Augustine, managing director, Barclays
Susan Fitzgerald, associate managing director, Moody's Investors Service
8:15 AM
NACUBO Consulting Case Study: Public University
As most institutions have grown and evolved, adding more research, diversifying enrollments, growing and adding new programs and exploring ways to support strategic priorities, it has been more difficult to design a planning and budgeting model that meets the complexity of today’s institutions. This session will explore how NACUBO Consulting created a new model that aligned with an institution’s future state by creating a revised planning and budgeting model that builds on institution strengths. Such plans are also flexible enough to prepare for unexpected changes in funding formulas, align with new enrollment patterns, and link with the strategic plan. The presenters will also show a new budget model that is responsive to funding and operationalizing initiatives, as well as next steps for attendees to consider.
Learning Objectives:
After attending this session, you will be able to—
Consider ways to create financial analysis and modeling, inclusive of benchmarking peer and aspirational institutions, specific to campus-wide budget allocations to support all campus business units
Understand how to analyze and model, inclusive of benchmarking peer and aspirational institutions, specific to instructional and research allocations to colleges
Consider ways to budget and model for differential student fees
Speakers:
Laurie Bernotsky, executive vice president and provost, West Chester University
Carrie Birckbichler, chief financial officer and chief information officer, Slippery Rock University
Gil Brown, vice president for finance and administration, Millersville University
Diane Goddard, retired Chief Financial Officer, University of Kansas
Agnes Wong Nickerson, chief finance officer, San Diego State University
Jim Hundrieser, vice president, consulting, NACUBO
8:15 AM
Serving All Students 16-65+: How Business Officers Can Help Respond to Learner Mindsets
With the declining numbers of traditional students and the increasing need for learning/credentialing over a lifetime, how can institutions better serve the changing needs of existing students while also pivoting to address the needs of new target students? This session will review a recent Accenture survey of 6500+ learners from age 16-65+, identifying six key learner segments and how to best meet their needs. A panel of higher education leaders will discuss how their institutions are responding to these changing needs, what technology modernization is required to support these responses, and how they are addressing the growing pool of lifelong learners.
Learning Objectives:
After attending this session, you will be able to—
Identify six segments of learners in the post-secondary market, describe who they are, where they study, what is important to them, and their points of similarity and distinction
Explain what students wish their institutions would do better, and which modalities they prefer to engage across 26 areas of academics, student life, and administrative services
Discuss how a diverse set of institutions are approaching this challenge today
Speakers:
Michael Horan, executive vice president and chief financial officer, Worcester Polytechnic Institute
Jack Miner, vice provost, University of Cincinnati
Mary Parker, executive vice president of enrollment management and associate provost, University of Florida
Samantha Fisher, managing director, Accenture
10:00 AM
Accounting Update for Public Institutions
This interactive session will explore items of interest to public institutions. Hear about GASB’s technical projects, including new and proposed statements, concepts statements, and implementation guides dealing with topics such as accounting changes and error corrections, compensated absences, revenue and expense recognition, disclosures, and other projects on the horizon. Learn more about NACUBO’s upcoming revision to guidance about methods to estimate tuition and fee and auxiliary revenue discounts.
Learning Objectives
After attending this session, you will be able to—
Identify what is on the horizon in higher education accounting and reporting
Discuss GASB guidance
Outline upcoming changes to NACUBO’s tuition discounting guidance
Explain current and future requirements to stakeholders
Speakers
Chris Leach, accounting policy analyst, NACUBO
Sue Menditto, senior director, accounting policy, NACUBO
10:00 AM
Ask the NACUBO Research and Analytics Experts
As colleges and universities are embracing analytics and using data, NACUBO is providing members with services that offer awareness, knowledge, and guidance that can support data-informed decision-making practices. Learn more about our efforts to accelerate analytics use and share your suggestions and explore new ideas with the team that brings research-based solutions to business officers. From understanding study design to exploring the findings, learn more about the NACUBO-TIAA Study of Endowments, the NACUBO Tuition Discounting Study, the Student Financial Services Benchmarking Study, and more.
Learning Objectives:
After attending this session, you will be able to—
Discuss NACUBO’s research portfolio
Outline ways NACUBO is helping colleges and universities leverage analytics to inform decisions
Identify how institutional participation in research surveys advances knowledge and understanding for the entire higher education sector
Speakers:
Jackie Agustin, manager, research and analytics, NACUBO
Kat Masterson, assistant director, research and policy analysis, NACUBO
Ken Redd, senior director, research and policy analysis, NACUBO
Lindsay Wayt, senior director, analytics, NACUBO
10:00 AM
Creating and Sustaining a Supportive Development Culture
To attract and retain staff, leaders will need to create a culture of on-going development that reinforces the values of their institutions. Employees, especially newer staff members, expect the opportunity to grow and develop their skills and continually enhance their professional development. This workshop will address methods leaders can use to move from event-driven development to ongoing, sustained growth. We will explore three activities that go beyond the traditional classroom and/or webinar sessions.
Learning Objectives:
After attending this session, you will be able to—
Describe the value of coaching as a learning tool
List the people that can support them throughout their learning journey
Create an actionable development plan
Speakers:
Jean Vock, senior vice president, business affairs and chief financial officer, University of Nevada, Las Vegas
Mark Saine, managing director, client leadership solutions, TIAA
10:00 AM
Rethinking the Framework for Higher Education Collaboration
The scale and rate at which the educational enterprise is evolving raises important questions about how campus properties will need to evolve to address and adapt to these transformational changes. In essence, the facilities and utilities infrastructure must focus on the need to modernize and adapt facilities to respond and keep the portfolio viable for an emerging generation of learners. This session will share a comprehensive decision-making framework to guide institutions in integrating business and facilities planning with questions related to its physical, financial, and planning business presented in a framework that will inform the broader institutional conversation linking planning, budgeting and facilities together.
Learning Objectives:
After attending this session, you will be able to—
Recognize and recount the key examples of transformation in the workplace moving forward as a result of the pandemic accelerated changes in higher education
Identify ways to implement the guidelines to build a more collaborative and inclusive institution
Contribute meaningfully with feedback about the material developed to include observations about what makes sense, what is missing, and what if anything is materially mistaken in its consideration to date
Speakers:
Lander Medlin, president and CEO, APPA, "Leadership in Educational Facilities"
Peter Zuraw, vice president, market strategy and development, Gordian
Jim Hundrieser, vice president for consulting and business development, NACUBO
10:00 AM
The Value and Risks of Intercollegiate Athletics
With a sea of change and uncertainty in intercollegiate athletics, colleges and universities must regularly evaluate the strategic value of their programs to the broader institution as well as the economic model and risks associated with managing an athletics enterprise. Athletics directors in particular are grappling with even more uncertainties that extend well beyond the courts and fields of competition, including the impact of name, image, likeness (NIL) legislation, student-athlete physical and mental wellness, student-athlete transfers, conference realignment, the ongoing battle for coaching talent, compliance complexities, and increasing financial pressures. Join campus and athletics department leaders as they discuss the uncertainties and challenges facing intercollegiate athletics today and how colleges and universities can evolve their strategy and operations to embrace and optimize the value that athletics programs can have on institutions.
Learning Objectives:
After attending this session, you will be able to—
Evaluate the strategic value and areas of impact from intercollegiate athletics as well as necessary institutional support
Outline various financial considerations related to intercollegiate athletics
Identify institutional and related risks from athletics
Speakers:
Mike Gower,executive vice president, chief financial officer and university treasurer, Rutgers, The State University of New Jersey
Candice S. Lee, vice chancellor for athletics and university affairs and athletics director, Vanderbilt University
Sandy Barbour, vice president for intercollegiate athletics, the Pennsylvania State University
Tim Walsh,managing director, Huron
10:00 AM
Transformation at Scale in Higher Education
This session will explore the necessary conditions to achieve transformation at scale through two use cases that show the challenges faced and solutions created in achieving bold change at an institutional and system level. The presenters will pay particular attention to the use of a return-on-investment (ROI) lens and how to build capacity for ROI thinking across faculty and staff. Hear how one institution’s transformation spanned its academic portfolio, the development of a new shared service model, and a revised resource allocation model. You’ll also learn how several four-year campuses were consolidated into a single institution.
Learning Objectives:
After attending this session, you will be able to—
Identify the necessary conditions for leading transformation at an institutional and system level
Apply best practices for building the capacity of faculty and staff when determining the return on investment from various programs and services
Reallocate resources toward mission and sustainable student success
Speakers:
Barbara Bichelmeyer, provost and executive vice chancellor, University of Kansas
Yasmine Ziesler, chief academic officer, Vermont State Colleges System
Richard Staisloff, senior partner, RPK Group
11:30 AM
Main Stage and Closing Lunch: Be the Change: Unlocking the Hidden Power of Lifetime Income
Thasunda Brown Duckett, President and CEO of TIAA and Appointee to the President's Board of Advisors on HBCUs
A Fortune 100 CEO, Thasunda leads a company whose mission is defined by financial inclusion and opportunity. Thasunda is passionate about helping close achievement gaps in wealth creation, educational outcomes, and career success.
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 www.nasbaregistry.org.
Standing at the edge of the Front Range and 6.3 miles from the Denver International Airport, the Gaylord Rockies Resort & Convention Center showcases Colorado’s alpine charm and offers attendees a welcome reprieve from the typical mountain resort stay. Attendees can explore the beautiful Grand Lodge and its stunning mountain views, five delicious restaurants, bars, and an array of on-site activities and entertainment.
NACUBO's Group Rate for the 2022 Annual Meeting: $259 single/double (plus applicable taxes)*
In order to reserve a room and receive the group rate, you must be registered for the meeting.
*Deadline to reserve a room at the group rate: June 12, 2022
Housing Questions: Contact Showcare Event Solutions at nacubo@showcare.com or 888.695.5496
Exhibit and Sponsor
This meeting is your opportunity to reach the higher education industry’s key decision makers at the largest and best attended event for business officers.
NACUBO 2022 Annual Meeting Exhibitor Prospectus details the attendee breakdown from our last in-person annual meeting in 2019, previous exhibiting and sponsoring companies, and other important information about the meeting.
The COVID-19 situation in the United States is fluid, and we continue to monitor developments that may impact attendees for our 2022 Annual Meeting. As such, we will continue to update the safety precautions outlined below as appropriate to minimize risks to conference attendees and staff. In order to stay current, check this page periodically leading up to the forum.
NACUBO is requiring all registrants to be fully vaccinated* prior to participating in the in-person program. We are working with a third-party organization, CLEAR Health Pass, regarding the process and logistics for vaccination documentation. More information will be made available shortly.
This requirement is consistent with a growing trend for conferences and other events/activities.
*Fully vaccinated status is defined as having received all the required doses of an FDA-authorized COVID-19 vaccine primary series (2 doses of Moderna, 2 doses of Pfizer-BioNTech, or 1 dose of the Johnson & Johnson/Janssen vaccine) at least 2 weeks before the start date of the NACUBO Annual Meeting (July 2, 2022). While vaccine boosters are not required, NACUBO highly encourages attendees to receive recommended boosters when eligible.
We also recommend that attendees wear masks while traveling to and from the event and follow COVID-safe practices in the weeks leading up to the event. Masks will be available on-site if you need one, and if it's your preference to wear one.
If you've engaged in activities or behaviors that put you at high risk for COVID-19, we kindly ask that you join us for the online NACUBO 2022 Annual Meeting experience.
Future Dates
NACUBO 2023 Annual Meeting | July 15-18
Orlando World Center Marriott | Orlando
NACUBO 2024 Annual Meeting | July 20-23
McCormick Place | Chicago
NACUBO 2025 Annual Meeting | July 26-29
Gaylord National Resort & Convention Center | Washington, DC (National Harbor, MD)
Upcoming
2022 Planning, Budgeting, and Analytics Forum
September 18–20 | Las Vegas
2022 Tax Forum
On-Demand | Originally Broadcast on October 18–19 and November 14–15, 2022
