This event for advanced-level accounting and finance professionals offers the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions.
The program features plenary speakers as well as smaller sessions to address special topics. Roundtable exchanges—broken out by managerial and technical topics of interest to all types of institutions— allow participants to share ideas. This forum serves as both an annual update and future outlook where participants hear and engage in discussions on timely subjects impacting the higher education community.
How to Attend Online
A selection of sessions will be broadcast live from Washington, DC. After you register, you will navigate to your NACUBO classroom to attend the broadcast and later access the recordings. Sessions will be loaded into registrants' classrooms a few days before the program begins.
All sessions listed below will be recorded and made available 1-2 weeks after the event ends. Registration for the live broadcast includes access to the recordings.
If you cannot attend the live broadcast, an on-demand version of the program will be available for purchase once the recordings are ready. Please note that the on-demand version will not provide CPE credit.
Please note you can only earn credit for attending the broadcast live. Each individual must register and attend separately to earn credit.
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.
NACUBO thanks the following supporters of this event:
1:10–2:10 pm ET • 1 CPE credit in Specialized Knowledge
Explore the current state of play in the nation’s capital, especially given mid-term election results. Understand what might be in store for colleges and universities legislatively. Hear what the Department of Education and other relevant agencies might be working on.
Liz Clark, vice president, policy and research, NACUBO
Ashley Jackson, director, government affairs, NACUBO
Implementing and Financing Equitable Student Outcomes
2:15–3:15 pm ET • 1 CPE credit in Specialized Knowledge
Hear how NACUBO’s grant to achieve equitable student outcomes is proceeding. Learn a prioritization process that removes barriers with the goal of equitable student outcomes. Frameworks, tools, and a model that is working for over two dozen institutions will be addressed.
Jim Hundrieser, vice president, consulting and business development, NACUBO
This session will cover the rules related to qualified sponsorship payments and provide examples of the differences between advertising and sponsorship. Presenters will also discuss the use of a third party in sponsorship/advertising.
Joe Irvine, senior lecturer in law, The Ohio State University
Moving Beyond the Alternative Method for Tuition Discounting
9:30–10:45 am ET • 1.5 CPE credits in Finance
Hear a refresher on what a scholarship allowance represents and how Michigan State University transitioned to an actual method for reporting tuition and auxiliary discounts. Presenters will cover audit and financial reporting implications of making such a transition: how financial statements are impacted and communicating resulting change to the Board and executives.
Shea Bryan, financial analysis and reporting manager, Michigan State University
Katie Thornton, partner, Plante Moran
11 am–12:15 pm ET • 1.5 CPE credits in Accounting
Hear the latest developments in U.S. GAAP affecting NFPs, including newly effective standards (ASUs) and FASB projects in process. The presentation will focus on areas of interest to colleges and universities and implementation issues brought to FASB’s attention by its Not-for-Profit Advisory Committee.
Jeff Mechanick, assistant director—nonpublic entities, FASB
11 am–12:15 pm ET • 1.5 CPE credits in Accounting Governmental
GASB’s higher education liaison and project manager discusses standards that will be implemented soon and active projects such as financial reporting and revenue and expense recognition. Practices issues and more will be addresses.
Joseph Wicklund, project manager, GASB
Featured Session: Comptroller General of the United States
1:30–2:30 pm ET • 1 CPE credit in Specialized Knowledge
In leading the Government Accountability Office, Mr Dodaro is responsible for the long-term fiscal outlook of the U.S. government and significant federal reform initiatives. Mr. Dodaro will address the U.S. economy, the role of higher education, and provide a nod to business officer concerns over resources and serving students.
The Honorable Gene Dodaro, Comptroller General of the United States
Environmental, Social, and Governance Reporting Considerations
3:30–4:45 pm ET • 1.5 CPE credits in Specialized Knowledge
Environmental, Social and Governance (ESG) is a hot topic for public companies due to impending regulatory reporting requirements and demands from various stakeholders, including investors. But what about higher education? Why is ESG important and should we be prepared? Presenters will discuss the many dimensions of ESG, the types of stakeholders with interest, why ESG policies and strategies should be examined holistically, and possible reporting benefits for higher education.
Learn tax developments that impact higher education, including legislative and IRS enforcement measures. Panelists will review a myriad of fundamental topics such as unrelated business taxable income (UBTI), compensation, benefits, endowments, charitable contributions, and reporting requirements.
Jodi Kessler, director, tax and global operations, Massachusetts Institution of Technology
Joel Levenson, assistant vice president for tax, payables and procurement, University of Central Florida
Scenario Analysis and Planning for a Volatile Future
10:45 am–12 pm ET • 1.5 CPE credits in Finance
Leveraging the power of scenario analysis tools for risk management is essential when planning for alternative future outcomes. For scenario analysis to be effective, leadership must have a strong understanding of the drivers for their organization—and how changes to these drivers can impact the bottom line. Panelists will highlight how a small private university is running multiple scenarios to assist with planning for a volatile future.
Michael Oertel, director of financial planning and analysis, Mount Saint Mary's University
Panelists cover a broad range of important and relevant topics: unique accounting and reporting challenges, current events and operational challenges, including the most recent news headlines impacting the sector (enrollment challenges, school collaborations, closings/mergers, inflation, etc.).
Sharon Heinle, associate vice president and controller, George Mason University
Drew Paluf, associate vice president and controller, University of Notre Dame
Cheryl Soper, assistant vice president for financial operations and controller, University of Michigan