NACUBO was excited to reconvene our members at the NACUBO 2022 Annual Meeting in Denver (Aurora). We renewed 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.
A selection of annual meeting sessions were recorded and are now available on-demand. The list of session recordings is below. After registering, these recordings will be added to your online learning classroom.
WebcastWorkshop
CPE Information
There are no CPEs offered for this event.
CPE credit is not available for On-Demand programs at this time.
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.
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.
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
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.
Speakers:
Kelli Rainey, senior director for grants management, NACUBO
Terri Dautcher, consultant, NACUBO
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.
Speaker:
Liz Clark, vice president, policy and research, NACUBO
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.
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
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).
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
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
Speakers:
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
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.
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
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.
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
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.
Speakers:
Autumn Anfang, vice president of business and finance and chief financial officer, St. Norbert College
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.
Speakers:
Peace Bransberger, senior research analyst, Western Interstate Commission for Higher Education
Patrick D. Lane, vice president, policy analysis and research, Western Interstate Commission for Higher Education
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.
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
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.
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
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.
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
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. 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.
Speakers:
Mike Gower, executive vice president, chief financial officer and university treasurer, Rutgers, The State University of New Jersey
Candice Storey 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
12:10 PM
Main Stage: Be the Change: Unlocking the Hidden Power of Lifetime Income
We’ll close out our meeting with Thasunda Brown Duckett, president and CEO of TIAA. As TIAA’s CEO, Thasunda leads a company whose mission is defined by financial inclusion and opportunity—goals and values she has upheld throughout her career. She is passionate about helping communities of color close achievement gaps in wealth creation, educational outcomes, and career success. Last week Thasunda was appointed by President Biden to the President’s Board of Advisors on Historically Black Colleges and Universities (HBCUs).
Speaker:
Thasunda Brown Duckett, President and CEO of TIAA and Appointee to the President's Board of Advisors on HBCUs
