NACUBO is excited to host the NACUBO 2023 Annual Meeting in Orlando, and we are offering an online version of the meeting for anyone unable to travel and participate in person.
The NACUBO 2023 Annual Meeting Online includes two inspiring and idea-sparking general sessions and your choice of educational sessions during four different concurrent blocks. You can earn up to 8 CPE credits by watching the sessions live, and you’ll also have access to the on-demand sessions you didn’t watch. That’s 10 sessions included with your registration!
During the live sessions, you’ll be able to chat with fellow attendees and ask questions of the presenters. You’ll have access to each session’s slide deck, as well.
We look forward to connecting with you to reflect on our members’ roles in transforming higher education to meet tomorrow’s demands.
We hope you’ll join us.
How to Attend Online
After you register, you will navigate to your NACUBO classroom to attend the broadcast and later access the recordings.
All broadcast sessions 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.
Main Stage | Leadership and Risk Management: Taking Command
During his time in the military, Admiral William McRaven commanded special operations forces at every level, eventually taking charge of the U.S. Special Operations Command. As the Chancellor of the UT System, he led one of the nation’s largest and most respected systems of higher education. The author of four books, his latest is a tribute to everyday heroes—from battlefields to hospitals to college campuses.
Admiral William McRaven, Retired U.S. Navy Four-Star Admiral and Former Chancellor of the University of Texas System
Monday • 10:15 am ET
Monday, July 17, 2023 • 10:15–11:30 am ET • Choose 1 session
Activating a Transformational Framework for Campus Planning Collaboration
This session will explore ways to create a framework for how leaders from facilities, business and finance, and campus planning can collaborate to move an institution from a siloed approach to an integrated model of planning. This model seeks to integrate with other key planning activities occurring on the campus that, when activated and realized, will transform how an institution reaches its potential.
E. Lander Medlin, president and CEO, APPA-Leadership in Educational Facilities
Mike Moss, president, Society for College and University Planning
Pete Zuraw, vice president market strategy and development, Gordian
Jim Hundrieser, vice president, consulting and business development, NACUBO
Use the framework's guidelines to stimulate engaged and collaborative discussion to prioritize campus programs/facilities and decision-making
Assess how your institution collectively manages facilities, finance, and planning actions as either a lagging response or a leading planning element
Discuss your campus facilities infrastructure in terms of embodied debt, risk exposure, future program compatibility, and adaptability
Operating in an Inflationary Environment
As inflation hits record levels, higher education business model challenges will be significant. Developing capital planning, opportunities for revenue enhancement and reallocation, and debt strategies are needed to address rising building costs, wages, and interest rates. This session will explore expected and potential areas of unexpected inflation; how to communicate the effects of inflation to various stakeholders, including the Board, academic units, and students; and actions that can mitigate the impact of more significant inflation going forward.
Eric Bymaster, associate vice chancellor for finance and treasury, Vanderbilt University
Chris Cowen, executive vice president and chief financial officer, Cornell University
Jim Costello, managing director, J.P. Morgan Securities LLC
Prepare for the future by understanding the changing expectations in higher education risk management
Discuss some ways to navigate the demands of a changing global community
Consider the potential impact of flexible work arrangements, hiring methods, long-term financial concerns, and talent decline
Monday • 2:15 pm ET
Monday, July 17, 2023 • 2:15–3:30 pm ET • Choose 1 session
Moving Towards a Stronger and Sustainable Business Model at Small Colleges and Universities
Are you concerned about the current and future financial vitality of your institution? Do your board and leadership talk meaningfully about their concerns, but take little action to address those concerns? This session provides insights key administrators can use to strategically assess the strength of their institution’s business model, recognize whether they are approaching an inflection point, and consider timely alternatives or specific actions they can take to move forward with a process that will maintain or return to financial sustainability.
Rebecca Vasquez-Skillings, vice president for finance and administration, Oberlin College
Stephen Golding, board chair, Washington College; senior consultant, AGB
Art Snyder, president emeritus, Indiana Tech, senior fellow, NACUBO
, president and CEO, Association of Governing Boards of Universities and Colleges (AGB)
Dave Capitano, higher education practice leader, Baker Tilly
Discuss key questions and actions institutional leaders should take when assessing the need, building the case, and designing the strategy for transformational change to meet financial needs to ensure institutional sustainability
List ways to anticipate and overcome barriers institutions may experience while planning, designing and implementing a significant shift in strategy, differentiation focus and/or operation model
Highlight specific action steps your institution can take to remain (or return to) financially sustainable
Optimizing Non-Tuition Revenue and Auxiliaries within Colleges and Universities
Higher education financials will likely continue to face headwinds in the years ahead, causing institutions to dig deep and determine a path to sustainability. It is critical that CFOs and their teams understand the various non-tuition revenue streams, particularly within auxiliaries, that are available to higher education institutions and how to optimize them. What should be insourced versus outsourced? What auxiliary functions have adequate scale? Is there an opportunity to explore auxiliary functions as well as administrative areas? Is UBIT something to be avoided or positively embraced? This session will address these questions and others around the use of auxiliaries as an opportunity to deliver financial sustainability.
Bill Dracos, deputy chief operating officer, Georgia Tech Research Institute
William Guerrero, vice president of finance and chief financial officer, University of Bridgeport
Matt Unterman, practice leader and principal, Higher Education Advisory Services, Grant Thornton LLP
Identify ways in which non-tuition revenue can support financial sustainability
Describe the factors to successfully identify, enhance, and roll out improvements to non-tuition revenue
Understand UBIT rules from a business and mission perspective
Monday • 4 pm ET
Monday, July 17, 2023 • 4–5:15 pm ET • Choose 1 session
Data and Analytics as Tools for Institutional Resilience
While data and analytics are improving reporting and compliance, they have largely failed to provide a significant return on investment for student success, organizational change, or institutional resiliency. To remain resilient in the face of those challenges, higher education institutions need to develop analytics strategies that go far beyond current solutions that help institutions meet reporting requirements and explain problems that have already happened. Learn how Notre Dame is using analytics to build institutional resilience with modern data and analytics approaches.
Linda Kroll, Associate Vice President for Finance, The University of Notre Dame
Jean Vock, Senior Vice President, Business Affairs and Chief Finance Officer, University of Nevada Las Vegas
Mark Hampton, Executive Education Advisor, Amazon Web Services
Define modern data and analytics approaches (terms, techniques, tools) your institution can apply to its key challenges
Chart the steps of your own analytics journey using real world examples and best practices gleaned from across higher education
Apply self-paced training materials and hands-on workshops to explore effective practices and tools in a higher education context
New Frontiers in Treasury Management
Higher education debt and treasury professionals must build resilient balance sheets with enough flexibility to pursue strategic initiatives—all during a time of rising interest rates and market volatility. During this session, speakers will discuss the advantages of scale and how using an internal central bank can foster budget predictability, optimize liquidity, and insulate capital plans from rising interest rates. They will also address age old questions of whether to pay off debt, private placement versus capital markets, and how to allocate capital costs across a campus to promote budget accountability and predictability.
Wayne Magdziarz, senior vice president, chief financial officer and chief business officer, Loyola University Chicago
Drew Smith, treasurer, University of Michigan
Michael Osborn, vice president, senior credit officer, Moody's Investors Service
Articulate varying strategies to help optimize your institution's balance sheet in a time of rising interest rates and market volatility
Demonstrate an acumen for varying debt and treasury strategies and assess if they are appropriate for your institution
Refine your debt and treasury operation to aid investment for tomorrow while preserving strength and resiliency today
Tuesday • 8:30 am ET
Tuesday, July 18, 2023 • 8:30–9:45 am ET • Choose 1 session
Effectively Communicating Financial Information Through Financial Statements
Hear ways to best convey your institution’s financial story. Panelists will provide observations, insights, and recommendations for effectively communicating financial information via audited financial statements for both public and private institutions. Topics will include institutional aid, accounting policies, restrictions, governing board designations, disclosures and/or MD&A, operating performance, programmatic expenses, and endowment information.
Chris Leach, accounting policy analyst, NACUBO
Sue Menditto, senior director, accounting policy, NACUBO
Define allowable reporting flexibility
Differentiate between functions and programmatic activities
Explain how readers may digest financial information
The Impact of the Proposed FLSA Overtime Rule Changes on Higher Education
The Department of Labor’s Notice of Proposed Rulemaking (NPRM) would increase the salary level for employees to qualify for the so-called “white collar” exemptions under the Fair Labor Standard Act’s (FLSA) overtime pay requirements. This session will address what’s included in the final rule, possible challenges to the rule, compliance and communication strategies, budget implications and possible morale and productivity issues.
Josh Ulman, managing partner, Ulman Public Policy
Key elements of the new overtime regulations
Professional areas most likely to be affected
Implementation steps that colleges and universities must take
Tuesday • 10:15 am ET
Tuesday, July 18, 2023 • 10:15–11:30 am ET
Main Stage | Present Your Finance: Talk Numbers to Me
Melissa Marshall helps technical and business professionals talk about complex ideas in ways that inspire stakeholders to act. Sharing proven strategies that she's used to help the world's top researchers and thinkers convey their work, Melissa will challenge what you've always known and thought about presenting—and share exciting new ways to transform your next presentation.
Melissa Marshall, TED Speaker and Communications Expert
The NACUBO 2023 Annual Meeting is generously supported by: