NACUBO is excited to host the NACUBO 2023 Annual Meeting in Orlando (July 15-18). We look forward to connecting with colleagues to reflect on our roles in transforming higher education to meet tomorrow’s demands.
NACUBO is excited to host the NACUBO 2023 Annual Meeting in Orlando. We look forward to connecting with colleagues to reflect on our roles in transforming higher education to meet tomorrow’s demands. NACUBO’s annual meeting will gather almost 2,000 campus and sector leaders who are dedicated to the success of their institutions and students. Together with our members, NACUBO advocates for smart and sensible higher education policies.
NACUBO values diversity, promotes inclusion, and strives for equity. All are welcome at our events, and we will champion diversity regardless of physical location.
As we have done for many years, we vary locations of events to reach and serve as many of our members as possible in an efficient and effective way. Our decision to hold the meeting in Florida is not an endorsement of recent state rules, regulations, proposals, or political rhetoric that is discriminatory. In addition, our hotel and other vendors comply with federal regulations that prohibit discrimination against individuals based on their veteran status, disability, race, color, religion, sex, sexual orientation, gender identity, or national origin.
We have created an annual meeting focused on transformation, leadership, and advocacy—tools we all need in our roles to be effective in delivering on our shared higher education mission. We hope you will join us in Orlando or online.
How to Be a Non-Obvious Thinker
(and See What Others Miss)
Rohit Bhargava is the bestselling author of nine books on marketing, trends, innovation, and how to create a more diverse and inclusive world. He is on a mission to inspire more non-obvious thinking in the world and to help you learn to see the opportunities others don’t, be more resilient, and lead the future. He previously spent 15 years leading brand strategy and teaches marketing and storytelling as an adjunct professor.
Sunday, July 16 at 8:30 AM
Admiral William McRaven
Retired U.S. Navy Four-Star Admiral and Former Chancellor of the University of Texas System
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.
Monday, July 17 at 8:30 AM
Melissa Marshall
TED Speaker and Communications Expert
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.
NACUBO Consulting is available between 10 am–6 pm for 30-minute informal conversations at the annual meeting. Schedule a designated time here.
11:30 AM
2022-2023 Fellows Program Closing Session*
*This event is invitation only.
3:00 PM
Strengthening the Intersection of Business Office Practices and Student Outcomes
Attendees of this engaging pre-conference session will gain exclusive views to tools and resources that are in development at NACUBO. These tools and resources are designed to accelerate strategic planning, budgeting, and financial allocation practices, informed by student success and completion efforts. During the workshop-style session, attendees will receive access to beta versions of the tools and resources and will explore their functionality using scenarios and generic datasets. Laptops are encouraged for full participation.
Speakers:
Jim Hundrieser, vice president for consulting and business development, NACUBO
Kelli Rainey, senior director of grants management, NACUBO
Terri Dautcher, consultant, NACUBO
Tressa Shavers, project director, Sova
Learning Objectives
Understand approaches used to strengthen the role of the business office to strategically support student outcomes.
Identify inputs and outputs that support planning, budgeting, prioritization, and allocation.
Consider the visibility, accountability, and accuracy of data to inform financial decisions.
4:30 PM
Navigating NACUBO First-Time Attendees Session
Are you attending your first NACUBO Annual Meeting? Join this special session designed to help you make the most of your experience. This is a great opportunity to make connections and to meet board members and key individuals from NACUBO’s leadership.
Facilitated By
Randy Roberson, Vice President, Leadership Development, NACUBO
Tadu Yimam, Vice President, Digital Engagement, NACUBO
Attendance at these sessions is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
This block features Roundtable breakfasts for the following groups:
Connect and Collaborate: Young Professionals Networking Session
12–1 pm
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Engage with other young professionals attending the NACUBO 2023 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Connect and Collaborate: Leaders of Color Networking Session
1–2 pm
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Join us for an opportunity for leaders of color to connect with one another and share experiences. This session will help you expand your network while gaining valuable insights and guidance from other campus leaders who have faced similar challenges and opportunities. Through the use of stories and examples, attendees will explore their roles as leaders of color and gain a deeper understanding of how their experiences and perspectives can contribute to their success and that of their institutions.
Facilitators
Gerald Hector, senior vice president for administration and finance, University of Central Florida
Rebecca Vazquez-Skillings, vice president for finance and administration, Oberlin College
Ken Redd, senior director of research and policy analysis, NACUBO
Tadu Yimam, vice president, digital engagement, NACUBO
Connect and Collaborate: LGBTQIA+ Business Officers Networking Session
12–1 pm
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Engage with other LGBTQIA+ business officers and allies attending the NACUBO 2023 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Learning Objectives
Discuss challenges and solutions with peers
Outline ways to support other members of the community
Connect and Collaborate: Women Business Officers Networking Session
1–2 pm
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Engage with other women business officers attending the NACUBO 2023 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
The NACUBO 2023 Annual Meeting is packed with educational programming designed to help you stay informed about the top issues facing higher education professionals today. Click through the menu items on the left to read full details about each session.
Sunday • 7 am Roundtables
July 16 • 7–8:15 am ET
Community Colleges Roundtable and Breakfast
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for community colleges? Connect with community college colleagues to discuss business and financial management issues in this interactive session. Share your thoughts about today’s challenges and tomorrow’s uncertainties.
Learning Objectives
Discuss challenges and solutions facing community colleges today
Outline new approaches to handling issues at community colleges
Solve problems germane to community colleges
CPE Available
0.5 credits
Specialized Knowledge
Comprehensive and Doctoral Institutions Roundtable and Breakfast
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for comprehensive and doctoral institutions? Connect with comprehensive and doctoral institutions to discuss business and financial management issues in this interactive session. Share your thoughts about today’s challenges and tomorrow’s uncertainties.
Learning Objectives
Discuss challenges and solutions facing comprehensive and doctoral institutions today
Outline new approaches to handling issues at comprehensive and doctoral institutions
Solve problems germane to comprehensive and doctoral institutions
CPE Available
0.5 credits
Specialized Knowledge
Research Universities Roundtable and Breakfast
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for research universities? Connect with research university colleagues to discuss business and financial management issues in this interactive session. Share your thoughts about today’s challenges and tomorrow’s uncertainties.
Learning Objectives
Discuss challenges and solutions facing research universities today
Outline new approaches to handling issues at research universities
Solve problems germane to research universities
CPE Available
0.5 credits
Specialized Knowledge
Small Institutions Roundtable and Breakfast
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for small institutions? Connect with small institution colleagues to discuss business and financial management issues in this interactive session. Share your thoughts about today’s challenges and tomorrow’s uncertainties.
Learning Objectives
Discuss challenges and solutions facing small institutions today
Outline new approaches to handling issues at small institutions
Solve problems germane to small institutions
CPE Available
0.5 credits
Specialized Knowledge
System Business Officers Roundtable and Breakfast: Harnessing Systemness, Delivering Performance
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Ranging from course sharing to full-on mergers and acquisitions, multiple institutions have moved toward shared administrative and academic services to increase efficiency and effectiveness over the last several years. Much of this work has been pioneered within public university systems. This roundtable discussion will focus on lessons learned by system CFOs who have been leading this work in their systems, efforts by the National Association of System Heads to leverage the “Power of Systems,” and what the future may look like for multi-institutional collaborations.
Learning Objectives
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
CPE Available
0.5 credits
Specialized Knowledge
Sunday • 10:15 am Sessions
July 16 • 10:15–11:30 am ET
Break the Enrollment Cliff Cycle
Although enrollment decline has slowed recently, the path back to pre-pandemic enrollment levels is growing further out of reach. In this session, you will hear from a distinguished panel of CFOs on how they found themselves at a crossroads searching for and ultimately developing creative solutions to break the enrollment cliff cycle. Learn the steps each campus took, including aligning technology investments to campus initiatives and meeting the needs of underserved students.
Speakers
Philip Laube, assistant to the president for special projects and investments, Muskingum University
Edward Patrick, vice president - finance and administration, Washington College
Matt Loecke, executive vice president, Apogee
Learning Objectives
Assess your IT service delivery model and hiring practices to operate at the speed of the internet
Build a plan for visionary IT leadership to drive transformation
Compete for technical talent and determine what to keep in-house versus what to outsource
CPE Available
1.5 credits
Specialized Knowledge
Can AI Improve Your Employee Experience?
The odds are good that your employee onboarding experience could use a boost. The University of Virginia (UVA) recently implemented a bot designed to delight newly-hired employees and help create efficiencies for the human resources department—with machine learning and artificial intelligence. Speakers will discuss the story of Cavbot, UVA’s virtual assistant, and the role that machine learning plays in providing 24/7 personalized support to newly hired employees. Panelists will demonstrate, with data, the positive impact Cavbot has had on employee satisfaction and engagement as well as the efficiencies gained through process automation.
Speakers
Michael Latsko, chief human resources officer, Arizona State University
Adam Weikel, associate vice president of human resources, University of Virginia
Gail Babes, managing director, Ernst & Young
Sean Jackson, managing director, Ernst & Young
Learning Objectives
Describe the importance of gaining leadership and stakeholder trust and support for disruptive process and technology changes
Discuss how a human-centered design approach, experimentation, rapid iterations with emerging technologies, and setting quality control standards can help establish a solid foundation for automation
Design a process to begin the journey with intelligent automation
Explain the importance of reporting and analytics that describe the value delivered by AI
CPE Available
1.5 credits
Information Technology
Higher Ed Workforce Challenges: Opportunity, Chaos, or Something in Between?
Employee recruitment and retention continue to be tremendous challenges in a very competitive job market, and for some institutions, essential student services and core campus operations are in jeopardy. This session will highlight current and emerging U.S. and higher education workforce challenges and offer examples of ways higher ed leaders can recruit, retain, and engage the talent needed now and into the future. Explore strategies chief business officers and chief human resource officers are using to recruit and retain employees.
Speakers
Lynne Adams, chief human resources officer, University of Maryland, Baltimore County
Kathy Dettloff, vice president for administration and finance, University of Maryland, Baltimore County
Ed Kania, vice president for business and finance and treasurer, Rollins College
David Zajchowski, director, human resources, Rollins College
Andy Brantley, president and CEO, College and University Professional Association for Human Resources (CUPA-HR)
Learning Objectives
Outline national and higher education recruitment and retention data
Discuss recruitment and retention strategies and solutions being used by both higher education and private sector organizations
Describe the importance of the chief business officer and chief human resources officer relationship and identify ways to strengthen that partnership
CPE Available
1.5 credits
Personnel/Human Resources
Legal Developments and Issues of Concern to Business Officers in 2023
Join seasoned university general counsel for a discussion of select hot topics in higher education law this year. They will discuss the complicated legal issues raised by the new rules around NIL (name, image and likeness) in college athletics, the state of play with respect to third-party servicers and online program management in light of the February 15, Dear Colleague Letter from the Department of Education’s Office of Civil Rights that greatly expanded the definition of who constitutes a third-party servicer. Panelists will also address Title IX regulations and the status of race in admissions.
Speakers
Youndy Cook, vice president and general counsel, University of Central Florida
Vee Leonard, vice president and general counsel, Florida Gulf Coast University
Ona Alston Dosunmu, president and CEO, National Association of College and University Attorneys
Learning Objectives
Discuss legal issues related to NIL in college athletics, including how these changes can impact the business operations of colleges and universities
Describe the impact of the new definition of third-party servicers and its potential impact on the business operations of colleges and universities
Provide a timely update of top legal issues facing colleges and universities, including Title IX and race in admissions
Consider how business officers and legal counsel can best collaborate to support success across the institution
CPE Available
1.5 credits
Business Law
Strategically Financing Equitable Student Outcomes: Trends, Tools, and Resources
In 2021, NACUBO was awarded $3.8 million in grants to create tools and resources that will produce financially sustainable and equitable student outcomes. In this session, panelists from participating institutions will share insights into how they are leveraging the tools and resources they helped to design, and how those tools and resources are linked to the improved student outcomes they expect to achieve. Panelists will discuss their experiences related to one of the following areas of focus: data to inform decisions; financial resource optimization; and student-centered planning, processes, and budgeting.
Speakers
Christopher Calvert, vice president for finance, chief financial officer, Cincinnati State Technical and Community College
Leslie Jamison, chief financial officer, Atlantic Cape Community College
Amber Randolph, senior vice chancellor for administration, economic development and chief financial officer, Rutgers University – Newark
Scott Stenmark, vice president for finance and administration, chief financial officer, North Park University
Kelli Rainey, senior director of grants management, NACUBO
Learning Objectives
Discuss approaches that peers are using to strengthen the role of the business office to strategically support student outcomes
Identify opportunities to generate and support data analysis, data usage, and institution-wide awareness of budget outcomes and impacts
List inputs and outputs that support planning, budgeting, prioritization, and allocation
CPE Available
1.5 credits
Specialized Knowledge
Promoting a Sustainable Financial Model for D1 Intercollegiate Athletics Departments
Intercollegiate athletics has evolved dramatically in recent years with COVID-19-related impacts; new name, image, and likeness (NIL) rights; and a Supreme Court decision that altered previous limits to benefits for student-athletes. Even more recently, Division One is experiencing conference realignment and NCAA governance transformation. Further, the higher education landscape is shifting with new enrollment challenges and decreasing state funding, driving further complexity into the funding model of intercollegiate athletics. These changes have required leaders to balance mission-focused and financial objectives with the nimbleness of action that is required to meet continued changes in intercollegiate athletics.
Speakers
Harlan Sands, former president, Cleveland State University
Kevin White, vice president, director of athletics (emeritus), Duke University
Tim Walsh, managing director, Huron
Learning Objectives
Recognize the most pressing challenges to college athletic department financial models
Identify management strategies to navigate new and recurring financial pressures related to intercollegiate athletics
Assess institutional athletics portfolios in order to recognize the strategic benefits to articulate the full value they bring to the institution
Outline strategies to evaluate and prioritize various programmatic investment opportunities
CPE Available
1.5 credits
Specialized Knowledge
What’s Keeping 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 2023 Annual Meeting. Editor Doug Lederman and three CBOs will present and analyze key takeaways with time for audience questions.
Speakers
Panel of CBOs
Doug Lederman, editor, Inside Higher Ed
Learning Objectives
Discuss peer perspectives on common, timely issues facing colleges and universities
Apply trends and best practices from campuses around the country to your unique situation
List top-of-mind issues facing today’s CBOs
CPE Available
1.5 credits
Specialized Knowledge
Sunday • Snapshot Sessions
July 16 • CPE credit is not available for Snapshot sessions
Exploring the Benefits and Burdens of Section 179D Changes in the Inflation Reduction Act
12–12:15 pm
The Inflation Reduction Act of 2022 (IRA) changed the landscape for colleges and universities seeking to invest in becoming more energy efficient while offsetting some of the cost. This session will offer a brief overview of pertinent energy efficiency incentives available to higher education and delve deeper into significant changes to the Section 179D deduction for energy efficient commercial construction. The session will also offer a view from Washington and offer insights into the potential for future changes to 179D.
Speaker
Neil Gavigan, policy and advocacy manager, NACUBO
Learning Objectives
Identify what energy efficiency incentives in the IRA are available to higher education institutions
Explain how the IRA dramatically re-worked Section 179D by tying an increased reward to new labor requirements
Fostering a Data-Informed Culture
12:20–12:35 pm
For the past 30 years, executives and strategic plans have called for a culture of data-informed decisions. Why has this shift not been achieved? Is it that data governance is too restrictive, that accurate data does not exist, or that we are just unable to see it is there? Learn what it means to have a data-informed culture and the elements needed to foster one. This Snapshot session will feature a unique structure that will provide attendees with a sample starting point. Come ready to reflect and identify next steps in your journey to foster a data-informed culture.
Speaker
Anthony Airhart, associate dean, finance and administration, University of Colorado – AMC
Learning Objectives
Define the features of a data-informed culture in higher education
Identify areas of progress and gaps in the journey to fostering a data-informed culture
Apply lessons learned to enhance the organizational structure at your institution
Raising Minimum Wage: Balancing Departmental Budgets and What’s Right for Students
12:40–12:55 pm
In 2019, the Denver City Council voted unanimously to implement a phased minimum wage increase in the City and County of Denver. While Metropolitan State University of Denver (MSU) was not legally obligated to raise their minimum wage as a state institution, doing so was determined to be the best decision for their student employees despite a large impact on departmental budgets, especially in several key high-impact programs such as peer mentoring, paid internships, and call center support staff. This presentation will explore how and why MSU made and implemented this decision. Discover how minimum wage increases can have less-tangible benefits that might outweigh or balance the financial cost to an institution.
Speaker
Chris Harder, senior fiscal operations manager for student affairs, Metropolitan State University of Denver
Learning Objectives
Find information on current and potential minimum wage increases in your area
Use knowledge of the populations you are serving to assist in decision-making around wage increases as related to departmental budgets
Positively frame the less-tangible benefits of minimum wage increases to your colleagues
NEIU For You Scholarship Program: Promoting Access, Affordability, and Student Success
1–1:15 pm
NEIU For You is a scholarship program at Northeastern Illinois University that promotes access, affordability, and student success. The program was created to increase financial support for students with the highest demonstrated need. In this session, the presenters will share the inspiration and process for creating and establishing the program, the eligibility criteria and goals, and the impact to date. They will highlight how they reinvested resources, how the program aligns with the university’s mission, and how it ultimately promotes equity for its students. Participants will be invited to discuss similar programs at their institutions.
Speakers
Manish Kumar, vice president for finance and administration, Northeastern Illinois University
Diana Valdez, associate director of business services, Northeastern Illinois University
Learning Objectives
Analyze student demographics, evaluate student acquisition cost, and compare them with programs such as NEIU for You
Connect mission and fiscal resources at your institution
Identify how a scholarship program may align with your institution’s equity, diversity, and inclusion goals
Work Life Balance: Climbing the Organizational Ladder with a Baby on Your Back
1:20–1:35 pm
A career-focused woman before kids, the presenter for this session has first-hand experience with the daily internal struggle between wanting to climb the organizational ladder, while wanting to be a present and attentive parent. Key topics such as mom guilt, childcare, the 5 am fever dilemma, hybrid work schedules, appropriating childhood experiences, and more will help shape a discussion where attendees can talk openly about their struggles, setbacks, and successes when coping with dueling priorities.
Speaker
Melissa Hogarty, assistant vice president, finance and administration, Stony Brook University, associate director of business services, Northeastern Illinois University
Learning Objectives
Define personal hardships and acknowledge a network of others with similar experiences
Describe coping mechanisms and methods of finding resources
Demonstrate empathy towards working parents
Career Communities: A Powerful Tool for Inclusive Career Development
1:40–1:55 pm
Hear about Virginia Commonwealth University’s experience with building and maintaining career communities—an innovative, cost-effective, and inclusive means of accelerating staff career development at colleges and universities. Career communities foster inclusion, facilitate learning and competency development, and deploy internal resources to support career growth. This session will define staff career communities, share VCU’s initial launch experience, outline resources required, and articulate the benefits institutions can achieve through their implementation.
Speaker
Warren Mays, institutional technology analyst, Virginia Commonwealth University
Beverly Walker, program manager for career development, Virginia Commonwealth University
Learning Objectives
Develop a proposal for implementation of career communities at their institution
List the benefits of launching career communities
Discuss how career communities support diverse, equitable, and inclusive career development
Sunday • 2:15 pm Sessions
July 16 • 2:15–3:30 pm ET
Create Real Estate Opportunities and Support Your Workforce Through a Hybrid Work Model
The pandemic forced many into an experiment in remote teaching and working, and some institutions recognized this moment as an opportunity to rethink how they use their space to better support their workforce. Join a conversation with colleagues from The New School and University at Buffalo as they share how they analyzed employee perspectives and fiscal realities brought on by the pandemic to create new approaches to space utilization. The presenters will provide an overview of their real estate landscape and decision-making practices related to redesigning existing spaces, redefining work modes, and revisiting long-held traditions in space allocation in academia. They will also cover lessons learned, their approach to change management, and the current state of these initiatives.
Speaker
Lisa Bonner, chief of staff and assistant vice president for business and operations, The New School
Laura Hubbard, vice president for finance and administration, The University at Buffalo
Tokumbo Shobowale, executive vice president for business and operations, The New School, program manager for career development, Virginia Commonwealth University
Learning Objectives
Develop a framework to consider the non-traditional use of campus space, use space more efficient and effectively, and identify real estate opportunities within your institution
Evaluate the ways hybrid and remote-first work can provide opportunities to reassess space needs
Assess the ways your institution is addressing the changing needs of students and employees in terms of proximity, collaboration, and both online and physical spaces
CPE Available
1.5 credits
Personnel/Human Resources
Every Day Is Payday: Calibrating the Employment Value Proposition of the Future
A 2022 survey of higher education professionals conducted by The Chronicle of Higher Education and Huron found that 77% of respondents felt that the appeal of working in higher education is lower than it was one year ago. This session will explore the shifting employment value proposition (EVP) and suggest tactics to optimize both employee engagement and financial outcomes. Panelists will introduce a framework for the employment value proposition across the dimensions of compensation, benefits, work content, work environment, affiliation/connection, and learning and growth. They will also share data that shows how the balance of these factors is shifting as private sector employers provide greater benefits and expanded flexibility. The university presenters will explain practices they have implemented, and the results they achieved related to recruitment, retention, and advancement.
Speakers
Bryce Drew, manager of compensation, University of Mississippi
Margaret E. Sova McCabe, senior advisor for strategic projects and professor of law, University of Arkansas
Kurt Dorschel, senior director, Huron
Jeremy Helsel, director, Huron, executive vice president for business and operations, The New School, program manager for career development, Virginia Commonwealth University
Learning Objectives
Identify specific talent management practices that may need to change to ensure an effective, continuous workforce
Evaluate your institution’s current EVP and its investment
Define the need to change the balance of the EVP components to compete for talent going forward
CPE Available
1.5 credits
Personnel/Human Resources
Impact Strategies to Advance Diverse, BIPOC Supplier Access
Cultivating strategic relationships with small businesses and those owned and operated by minorities, women, and other diverse populations provides more culturally authentic products, increases opportunity for community members, and drives valuable local business growth and economic impact. This session will share proven strategies and innovative examples of how M/WBE partners, businesses, and universities work together to strengthen the supply chain, empower community suppliers, advance entrepreneurial potential, and achieve sustainability, community relations, and diversity, equity, and inclusion goals. We will also discuss how cultivating relationships with BIPOC farmers offers a new approach to achieving economic equity, while honoring our regional heritage.
Speakers
TBD
Learning Objectives
Collaboratively share and discuss strategies to integrate local and M/WBE businesses, products, and services into dining or other campus programs
Engage with local BIPOC farmers in collaboration with dining partners to advance authentic local recipes, increase purchases for BIPOC farmers, and support opportunities for economic equity through local food systems.
Consider and evaluate strategies for implementing similar supplier programs on their campuses
CPE Available
1.5 credits
Behavioral Ethics
Inclusion, Diversity, and Equity Assessment (IDEA): Equitable Use of Retirement Plans
Workplace retirement plans are essential to helping employees achieve a secure retirement. But savings and investment behaviors vary greatly across many populations, with women and people of color often falling behind. To help close these retirement gaps, TIAA has developed a means to assess retirement readiness and plan benefit usage for employees. In this session, discover how you can examine critical plan behaviors among different cohorts, which will reveal opportunities to promote equity and inclusion in retirement planning among your staff and colleagues.
Outline the critical behaviors needed to improve retirement success
Discuss the current gender gap and other demographic gaps in retirement plan usage
Implement new tactics and strategies to improve diversity, equity, and inclusion within the business office
CPE Available
1.5 credits
Personnel/Human Resources
The Charter of a Post-Pandemic CFO: Supporting the Mission through Strategic Staffing
Post-pandemic chief financial officers must help their institutions thrive despite a possible economic downturn, the disappearance of HEERF funds, and the ever-nearing enrollment cliff. There are two choices for charting a path forward: face the data head on or run from it. This conversation will focus on ways business officers must embrace data to overcome the stigma of the “budget blocker” given the challenging financial landscape ahead. Presenters will discuss how they have homed in on benchmarked labor cost data to identify and unlock investments in strategic, under-resourced areas of their institutions. They will also cover how they have creatively leveraged the relationship between student employment and student success to further support institutional efficiencies and financial sustainability.
Speakers
Kelli Shomaker, vice president for business and finance and chief financial officer, Auburn University
Adam Tate, executive director of finance, University of Alabama
Darren Catalano, chief executive officer, HelioCampus
Learning Objectives
Use key data sources to initiate conversations around strategic planning and resource investments and allocation
Identify new pathways to achieve financial sustainability in a data-informed, people-first approach
Discuss student employment opportunities and their impact on student engagement, with a broader lens toward student success outcomes
CPE Available
1.5 credits
Personnel/Human Resources
Using Technology to Navigate Higher Education’s Top Business Issues
During the pandemic, institutions were able to quickly leverage technology to adapt to new conditions and challenges. How can CBOs and CIOs use the same agility and innovation to address higher education’s business challenges? EDUCAUSE’s Top 10 IT Issues revealed themes that may help leaders see opportunities for leveraging technology: leading with wisdom, the ultra-intelligent institution, and everything is anywhere. Panelists will share how CBOs and CIOs are partnering to use technology to navigate NACUBO’s Top 5 Business Issues: workforce, student needs, technology infrastructure, economic climate, and resource constraints.
Speakers
Sharon Blanton, vice president for operations, The College of New Jersey
Dwayne Pinkney, executive vice president for finance and administration, Indiana University
Jack Suess, vice president of IT, University of Maryland, Baltimore County
Recognize opportunities for using technology to address business challenges
Develop strategies for leveraging technology to support institutional priorities
Evaluate digital and technology strategies and approaches
CPE Available
1.5 credits
Information Technology
Washington Update
Where do things stand for higher education halfway through the first term of the Biden Administration? How will a divided Congress affect the administration’s agenda? Hear timely updates from the nation’s capital including recent rulemaking efforts at the Department of Education and other federal agencies. You’ll also learn about advocacy action items for the higher education community, and notable action within Congress and the federal agencies.
Speakers
Bryan Dickson, director, student financial services and educational programs, NACUBO
Ashley Jackson, director, government affairs, NACUBO
Learning Objectives
Explain what the federal appropriations and other legislation affecting higher education imply for your institution and why Congress allocates money in the ways that it does
Discuss the latest legislative, regulatory, and judicial developments impacting higher education and hear what influences lawmakers to legislate in particular ways
Act as a better advocate for your campus with federal policymakers
CPE Available
1.5 credits
Specialized Knowledge
Sunday • 4 pm Sessions
July 16 • 4–5:15 pm ET
Bucking the Trend: Creative Solutions for Enrollment Management
Attracting strong applicants and increasing enrollment are top priorities for nearly every higher education institution. With students and families questioning the value of postsecondary education and downward pressures on enrollment, the current enrollment environment is a challenging one. In this session, you will hear how two institutions—a small, private institution and a large state university—have successfully overhauled their enrollment management strategies to meet institutional needs. Presenters will share real-world, creative solutions and will discuss how they leveraged their personal strengths and perspectives to enroll students from their local communities and beyond.
Speakers
Fabrizio D’Aloisio, associate vice provost for enrollment management and executive director of undergraduate admissions, University of Tennessee, Knoxville
Kevin O’Sullivan, senior vice president of enrollment management and student affairs, Iona University
Compare enrollment management approaches that have led to improved outcomes at different institution types
List strategies that can assist with future problem-solving and enrollment management
CPE Available
1.5 credits
Specialized Knowledge
Building Bridges to Help Our Students: Partnering Student Accounts and Financial Aid
How can business offices better understand the financial aid process and timeline? How can we help our financial aid colleagues better understand our role in the student accounts office? With students demanding exceptional customer service, silos within institutions cannot exist—especially when it comes to the finances of students and families. Panelists will walk attendees through the financial aid process—beginning with the FAFSA and moving towards a zero-balance on a student's ledger account. You’ll also discover the differences in departmental operations that can impact the awarding of aid to our students, gain a better understanding of the complex regulatory environment governing these key functions on campus, and learn how effective partnerships can ensure a success story for your students and your student accounts receivable operations.
Speakers
Daniel Barkowitz, assistant vice president, office of student financial assistance and student employment, University of Miami
Brandon Cline-Taskey, director, university business office, James Madison University
Kristy Harner, director, student financial services, Lee University
Francisco Valines, director of financial aid, Florida International University
Learning Objectives
Describe the financial aid process and how student accounts can be a reliable partner
Outline how each office and its policies may impact the other
List ways to resolve the barriers that can impact student success
CPE Available
1.5 credits
Finance
Finding Our Way: Using the Equity Compass to Ensure Equitable Administrative Practices
Implementing an equity framework and lens is an incredible tool that will strengthen your team's equity muscle and ensure finance and administrative policies and processes are focused on equity. This session will cover how Salt Lake Community College developed and implemented their own Equity Compass. Using their experience, the presenters will share how their finance and business services division has taken the lead on questioning the college’s long-held practices and policies and has begun the shared journey of reviewing how their practices impact students. Hear the advantages of using an equity framework on your campus and the challenges you might encounter when implementing a similar tool.
Speakers
Juone L. Kadiri, vice president of equity, inclusion, and transformation, Salt Lake Community College
Chris Martin, vice president for finance and administration, chief finance officer, Salt Lake Community College
Learning Objectives
Implement an equity framework to review financial and business practices and policies
Lead discussions with your team to identify areas of inequity and unconscious bias that may be baked into long-held practices and policies
Engage campus leaders in discussions about conducting equity reviews
CPE Available
1.5 credits
Specialized Knowledge
Key Considerations in Developing an Effective Remote Work Policy
Following the pursuit of increased wages, employees cited opportunities for remote work and more flexible hours as the most common reasons for seeking new employment in a 2022 survey by the College and University Professional Association for Human Resources. Shaped by an institution’s unique cultural position and strategic goals, these increasingly nuanced policies can make political, social, and economic statements. This session will discuss the framework for developing a remote policy within the continuum of external implications. Attendees will learn how to engage leadership in constructive discussions to better address internal, external, and regulatory demands.
Speakers
Joel Levenson, assistant vice president for tax, payables and procurement, University of Central Florida
Michael Plater, vice president and higher education practice lead, Kelly Education
Jeremy Van Kley, higher education sales consultant, Kelly Educatio
Learning Objectives
Illustrate the definitive statements an institution's remote work policy can make
Examine external factors that influence your institution's remote work policy
Lead constructive conversations with leadership regarding your institution's remote work policy
CPE Available
1.5 credits
Personnel/Human Resources
Managing Through a Cyber/Ransomware Attack
Colleges and universities host large quantities of personal and research data and often have legacy or outdated systems, making them prime targets for cyber and ransomware attacks. In fact, ransomware attacks on higher education institutions doubled between 2019 and 2020, with the threat continuing to grow at this pace into 2023. Aside from the financial impact, cyber-attacks can lead to negative media coverage, lawsuits, mistrust, and reputational damage. This panel will cover lessons learned from Stevens Institute of Technology’s experience with a ransomware attack in 2019. The presenters will also discuss cyber and ransomware trends, legal and insurance considerations, and best practices for protecting your data.
Speakers
Lou Mayer, chief finance officer, vice president of finance and treasurer, Stevens Institute of Technology
Tej Patel, vice president for information technology and chief information officer, Stevens Institute of Technology
Adam Bulava, executive director, attack simulation & firmwide resiliency testing, J.P. Morgan
Learning Objectives
Discuss current cyber and ransomware attack trends
List important ways to enhance your campus information security program and best practices to ensure your vendors and business partners are protected
Outline steps your institution can take if impacted by a cyber/ransomware attack
CPE Available
1.5 credits
Information Technology
Prepare Now for Tomorrow's Higher Education Retirement Benefits
More than $2 trillion has been invested in college and university retirement plans to date. Those assets—and the institutions that hold them—will continue to be subject to evolving regulations and legislation, shifting workforce demographics, and the continued challenge of attracting and retaining a diverse talent pool. Headwinds include increased costs, litigation, regulatory updates, and a significant population of older employees who are unprepared or reluctant to retire. Yet, there are sound steps institutions can take to prudently manage these valuable benefits and improve the experience for their staff and faculty. Panelists will discuss how to evaluate and prepare your institution’s retirement benefits for the future and key steps to help your institution manage its data and implement internal controls. You’ll also learn some best practices for managing plan administration, getting ahead of industry changes, and dealing with the recent profusion of new services and technologies.
Speakers
Barry Harte, vice president for finance and operations and treasurer, Marymount University
Maria Krupin, vice president, finance and administration, The Culinary Institute of America
Beryl Ball, principal, CAPTRUST
Karen S. Casillas, vice president, financial advisor, CAPTRUST
David Levine, principal, co-chair plan sponsor practice, Groom Law Group, Chartered
Learning Objectives
Discuss employee demographic shifts and the headwinds that may be forcing changes to your retirement benefits and investments
List roadblocks to changing and improving fiduciary governance
Implement changes to your retirement plan components and governance structure to be best positioned for the near future
CPE Available
1.5 credits
Personnel/Human Resources
Monday • 10:15 am Sessions
July 17 • 10:15–11:30 am ET
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.
Speakers
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
Learning Objectives
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
CPE Available
1.5 credits
Personnel/Human Resources
Embracing a Rising Discount to Achieve Strategic Goals
Coming out of the Great Recession, Wofford College adopted a strategic plan that focused on revitalizing its curriculum, growing its revenue, improving its physical plant, and increasing enrollment by 2024. With a record Fall 2022 entering class, the College surpassed its strategic goal and has seen successive years of net tuition growth through moderate annual tuition increases and planned, regular increases in freshman discounting. Using this success as a framework, this session will examine relevant pricing, discounting, and enrollment statistics, as well as the importance of teamwork. The session will also include group discussions on revenue budgeting, marketing, recruiting, and student success efforts.
Speakers
Christopher Gardner, chief financial officer, Wofford College
Brand Stille, vice president for enrollment, Wofford College
Bill Hall, founder and president, Applied Policy Research, Inc.
Learning Objectives
Identify how to set an aggressive, yet achievable, enrollment goal as a long-term objective centered on student success
Describe ways to break down “silos” between divisions – academics, student life, development, finance, enrollment management
Understand the importance of investing in marketing, facilities, data analytics, and financial aid
CPE Available
1.5 credits
Finance
For Their Future: Growing and Transforming Louisiana’s Largest Higher Education System
The University of Louisiana System (ULS) is the largest higher education system in Louisiana. Enrollment challenges, flat state appropriations, and increasing expenses have created a compelling case for change. ULS was staring down the projected enrollment cliff, potential funding gaps, and uneven state support—and wanted to take action to address looming challenges—so they partnered with Deloitte’s Higher Education practice to identify opportunities for sustainable, transformative solutions. Using a model that looked at recent trends to project potential future financial performance, ULS and Deloitte identified 24 opportunities to proactively mitigate challenges, and created a framework centered on strategic aspirations.
Speakers
Cami Geisman, vice president for external affairs, University of Louisiana System
Jim Henderson, president and CEO, University of Louisiana System
Julia Wysocki, senior manager, higher education, Deloitte Consulting
Learning Objectives
Use financial modeling and projections to establish a data-informed baseline and assess opportunities and the related financial, operational, and service impacts to develop a prioritized, actionable roadmap
Facilitate a culture of dialogue and innovation, grounded in mission-fulfillment, to create transformative change
Engage a broad set of diverse stakeholders to facilitate transparency, buy-in, adoption, and continued momentum
CPE Available
1.5 credits
Specialized Knowledge
How to Drive a Sustainability Journey That Honors Realities and Respects Stakeholders
Student success continues to be top of mind across higher education. Factors such as declining enrollment, increasing operating costs, and meeting student needs in a resource-constrained environment are propelling institutional leaders to revisit their business models and make transformative changes. A growing number of institutions are turning to bold actions—campus redesign or closure, optimized footprints, strategic integrations, and/or institutional mergers—in their quest to achieve fiscal sustainability that balances mission-critical objectives. Explore how strategic transformation can advance your institution and harness opportunities to effectively implement a student-centered, impactful institutional transformation that drives optimal collaboration and alignment.
Speakers
Lorraine Bernotsky, executive vice president and provost, West Chester University of Pennsylvania, and executive on loan, acting president of Pennsylvania Western University
Leslie Brunelli, executive vice president for finance and administration and chief financial officer, Washington State University
Robert Cramer, vice chancellor for finance and administration, University of Wisconsin-Madison
Sharon Minnich, executive vice chancellor, administration and finance, Pennsylvania’s State System of Higher Education
Identify key questions leaders should ask when assessing the need, building the case, and designing the strategy for transformational change to ensure sustainability
Anticipate and determine how to overcome barriers that institutions may experience while planning, designing, and implementing a significant shift in strategy, differentiation focus and/or operation model
Define specific frameworks and opportunities to realign strategy and operationalize differentiation to achieve student success, improve outcomes, and support the institution’s mission and community’s needs
CPE Available
1.5 credits
Specialized Knowledge
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.
Speakers
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
Learning Objectives
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
CPE Available
1.5 credits
Finance
Re-Imagining the Rating Agency Presentation
Hear how finance and treasury leadership can leverage new rating agency requirements, including ESG and DEI themes, to develop a higher education specific template. Presenters will walk through the process and related collection and centralization of credit information. Both the rating presentation and resulting materials can be used as a tool to educate senior leadership and new or junior staff. The result: better informed stakeholders and more inclusive decision-making.
Speakers
Jee He Kim, associate vice president for finance and administration, The University of Chicago
Laura Powell, managing director, Jefferies
Learning Objectives
Create rating agency presentations that respond to relevant and emerging metrics
Gather and incorporate ESG content from sources throughout the institution
Design a multi-purpose presentation that meets both external and internal needs
CPE Available
1.5 credits
Finance
The Future of Risk Management in Higher Education: A Look into the Crystal Ball
Many industries and their workforces adapted in unexpected ways because of the pandemic. Skills are evolving rapidly in higher education, notably a more holistic management of risks. This session will look into the crystal ball to explore how the key skills established by the University Risk Management and Insurance Association (URMIA) may change over the next two decades considering intergenerational shifts occurring in the workforce. The presenters will discuss URMIA Core Competencies as prefaced by the URMIA Core Competencies paper, which defines expertise at various levels of professional experience using knowledge, skills, abilities, and behaviors.
Speakers
Barbara A. Davey, insurance and financial risk manager, University of Notre Dame
Julie L. Groves, director, risk services, Wake Forest University
Kathy Hargis, associate vice president of risk management and compliance, Lipscomb University
Margaret Tungseth, vice president and chief operating officer, Loras College
Jean Demchak, global education leader, Marsh
Learning Objectives
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
CPE Available
1.5 credits
Specialized Knowledge
Monday • TECHTalk Sessions
July 17
NACUBO TDS Benchmarking Tool: Status and Plans for the Future
11:50 am–12:20 pm
The NACUBO Tuition Discounting Study (TDS) Online 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 TDS data with self-selected peer institutions. This demonstration will show you how to access the tool, how to use it, and how you might incorporate it into your discounting, institutional financial aid, and net tuition revenue strategies.
Speakers
Kathleen Masterson, assistant director of research and policy analysis, NACUBO
Ken Redd, senior director of research and policy analysis, NACUBO
Learning Objectives
Discuss new trends in discount rates and other institutional aid indicators from the 2022 NACUBO Tuition Discounting Study
Use the TDS tool to compare your institution's discounting rates and other measures of institutional grant aid performance with participating peer institutions
Outline ways you can use the tool to improve your school’s institutional grant aid strategy and performance
CPE Available
0.5 credits
Specialized Knowledge
Developing User Friendly and Accessible Public-Facing Data Tools
12:25–12:55 pm
As institutions continue to facilitate data-informed decision-making through public and restricted visual and statistical analytical tools, it is paramount that fairness, accountability, and transparency are represented throughout the design phase. This session will cover the partnership between the University System of Georgia and the University of Georgia’s Carl Vinson Institute of Government to produce cutting-edge statistical and visual analyses for institutional effectiveness and educational outreach. The session will also include a tour of the visualizations the team built using Microsoft’s Power BI.
Speakers
Angela Bell, vice chancellor of research and policy analysis, University System of Georgia
Scott J. King, scientific computing professional specialist, University of Georgia's Carl Vinson Institute of Government
Learning Objectives
Identify potential challenges when building data tools for public consumption
Describe the importance of strong collaborative partners for projects involving robust data
Compare and contrast visualization options for similar tools
CPE Available
0.5 credits
Information Technology
Case Study: Analyzing Student Debt Data to Drive Satisfaction and Retention
1–1:30 pm
Could staff use data on student debt to drive better aid allocation strategies, student satisfaction, and retention outcomes? This session will dive into how stakeholders at Berry College implemented an analytics program that made it easy for teams across campus to glean insights from centrally stored, properly governed, validated data. Hear how various departments are using data to not only improve strategic decision-making initiatives with a focus on evaluating how changes in financial aid impacted student borrowing, but also provide a way to identify enrolled students with “excessive” debt and increase their likelihood of remaining enrolled at the institution.
Speakers
Penny Evans-Plants, chief information officer, Berry College
Zach Sherwin, director of enterprise analytics, Berry College
Carlos Avalos, product manager, Jenzabar
Learning Objectives
Illustrate how colleges and universities can use data on student debt to improve enrollment and retention rates
Implement a data governance strategy that makes information readily available to decision-makers without compromising its integrity or security
Identify ways to operationalize projections of student debt at graduation, especially among those that may be taking on excessive debt
CPE Available
0.5 credits
Finance
Driving the Affordability of Course Materials To Support Student Success
1:35–2:05 pm
Student academic success is greatly improved when students can access their required course materials early in each term and at the best possible prices. Over the last three to four years, inclusive and equitable access programs have been improving student success by broadening access to and lowering costs of course materials. This session will provide the latest data on how these new programs are developing and succeeding at institutions of all types and sizes, while preserving academic freedom for faculty.
Speaker
Jon Bibo, CEO, Independent College Bookstore Association (ICBA)
Learning Objectives
Evaluate whether inclusive access or equitable access course materials programs are right for their campuses
Assess the potential savings for students that can be achieved by implementing these types of programs
Define the differences in the various programs and begin a process to review the appropriateness of the programs for their campus
CPE Available
0.5 credits
Specialized Knowledge
Monday • 2:15 pm Sessions
July 17 • 2:15–3:30 pm ET
Building the Finance and Budget Muscles of Your Governing Board
Our governing board members come to us from a variety of backgrounds, but rarely does that history include experience with higher education finance and budgeting. This session shares best practices for engaging with and educating governing board members—collectively and individually—on the key areas of higher education finance. Review examples of approaches used to help when boards are working together and when there are differing opinions on the direction of financial strategies. The presenters will also examine approaches to creating budget presentations and working within the confines of open meeting law to help each board member feel confident in the process and their role as fiduciaries.
Speakers
Sarah Garcia, interim vice president for finance and business affairs/controller, North Idaho College
Chris Martin, vice president for finance and administration, chief finance officer, Salt Lake Community College
Learning Objectives
Develop and deliver training to help board members collectively and individually grow their understanding of higher education finance and budgeting
Create an annual plan for engaging the board in budget development and financial stewardship
Facilitate conversations with the board to define their shared goals and focus for the institution's finances
CPE Available
1.5 credits
Finance
Collaboratively Propelling Analytics
Leaders want to build data-informed cultures, but many often aren’t sure what steps to take. NACUBO, in collaboration with AIR and EDUCAUSE, received a grant from the Bill & Melinda Gates Foundation to develop an action-focused guide to help institutions answer the call-to-action in The Joint Statement of Analytics (changewithanalytics.com). Our emerging guide features resources to assist colleges and universities in their analytics journeys. Institutional IR, IT, and business professionals will share how they are leveraging a draft of the guide, and attendees will be encouraged to offer feedback to inform the final draft, which will be released in 2024.
Speakers
Brett Carroll, vice president for finance and chief financial officer, Mercy College
Maria Cruzet, executive director, financial planning and academic operations, Mercy College
Matthew Presser, assistant vice president of institutional research and innovation, Mercy College
Camille Shelley, chief information officer, Mercy College
Tait Kellogg, principal, The Evaluation Coach
Learning Objectives
Recognize the importance of collaboration in building a data-informed culture
Evaluate analytics resource activities
Determine what action steps are appropriate for your institution
CPE Available
1.5 credits
Information Technology
Critical Liability Risks in a Perilous Landscape
How can a college or university strategically approach risk management in a way that prioritizes critical risks in this strained resource environment? This session will cover strategies to balance risk management resources across strategic, financial, and liability risks. The presenters will also share planning and budgeting strategies that help appropriately address risk areas. To highlight leading liability risks, they will combine real examples with claims trends from the last seven years to offer actionable insights for assessing and mitigating common vulnerabilities. This session will also poll audience members to compare their top risks and offer the opportunity for them to share their approaches to splitting resources across many areas of risk.
Speakers
Sytovia Dunn, director of budget and risk management, Clark Atlanta University
Justin Kollinger, senior risk management consultant, United Educators
Learning Objectives
Prioritize critical liability risks supported by higher ed trends from the last seven years
Assess and resolve common vulnerabilities for critical liability risks
Balance the need to manage strategic and liability risks
CPE Available
1.5 credits
Management Services
Financial Exigency and the Future of College
Henderson State University emerged from years of deficit spending and declining enrollment to restore financial integrity and build a college that works for all students by joining the Arkansas State University System and receiving a $6 million advance from the State of Arkansas. During this session, the presenters will review the cash budget techniques used to establish financial exigency and strategic actions taken to restore financial integrity, including cash management strategies, shared services, contract renegotiations with vendors, academic restructuring, payroll containment, and the implementation of an ERP system.
Speakers
Russ Hannah, chief financial officer, Arkansas State University
Bernadette Hinkle, vice chancellor for finance and administration, Henderson State University
Learning Objectives
Describe the structural deficits that impact decisions to merge with a university system
Define financial exigency and recognize financial tools for survival
Explain how a modified cash budget can be used to present cash position
CPE Available
1.5 credits
Finance
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.
Speakers
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
Henry Stoever, president and CEO, Association of Governing Boards of Universities and Colleges (AGB)
Dave Capitano, higher education practice leader, Baker Tilly
Learning Objectives
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
CPE Available
1.5 credits
Finance
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.
Speakers
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
Learning Objectives
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
CPE Available
1.5 credits
Finance
Transforming Finance and Strengthening Partnerships at the University of Virginia
The University of Virginia aims to be the best public university by 2030, and one of the very best in the world. To help reach this goal, they recently completed a multi-year Finance Strategic Transformation (FST) initiative. FST represented a complete transformation of the finance function at the University, adopting new business processes, implementing modern systems, and preparing staff throughout the institution to operate in a new environment. This session will discuss what it took to produce the desired results—a modern finance function and an inclusive culture where people challenge the “we’ve always operated that way” mindset and aim to continuously improve the performance of the academic enterprise. The presenters will also share best practices for leading transformation efforts in a large, complex, and decentralized university.
Speakers
Melody Bianchetto, vice president of finance (retired), University of Virginia
James Gorman, managing director strategic initiatives, University of Virginia
Jim Kemp, managing director, Deloitte Consulting, LLP
Learning Objectives
Employ engagement strategies designed to strengthen partnerships and gain commitment to change
Discuss an approach to maximizing the value of investments in modern administrative information systems through transformation of policy, process, and workflow
Identify governance structures that promote a culture of inclusion and commitment to continuous improvement throughout the institution
CPE Available
1.5 credits
Finance
Monday • 4 pm Sessions
July 17 • 4–5:15 pm ET
Accounting Update for Public Institutions (GASB)
GASB is continually generating new standards and updating authoritative guidance. During this session, the presenters will review new guidance, recently implemented standards, and standards in the pipeline. They will also spend some time discussing NACUBO’s recent advisory on accounting and reporting for tuition and fee discounts.
Speakers
Sue Menditto, senior director, accounting policy, NACUBO
Chris Leach, accounting policy analyst, NACUBO
Learning Objectives
Explain GASB requirements
Discuss the cross-campus collaboration needed for new and upcoming accounting standards
Outline the timing of upcoming guidance and ways to react and prepare
CPE Available
1.5 credits
Accounting (Governmental)
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.
Speakers
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
Learning Objectives
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
CPE Available
1.5 credits
Information Technology
Demonstrating the Value of Responsible Investing
Today, responsible investing strategies are on the minds of many individual retirement plan participants. These investing tactics, sometimes also referred to as Environmental, Social, and Governance (ESG) options, allow investors to align their ethical principles with their financial goals. Plan participants can build portfolios that meet their financial needs and provide for a better world. This session will cover the history of responsible investing, current issues that are driving investor demand, and the selection and monitoring of ESG investments within retirement plan menus.
Speakers
Sam Hodas, managing director, Nuveen ESG strategy, Nuveen
Discuss how environmental and social concerns are transforming investors’ behaviors and campus communities
Describe how offering these options can be one way for institutions to meet their sustainability challenges
Examine and evaluate ESG investing opportunities and their potential global and economic impact
CPE Available
1.5 credits
Finance
This corporate showcase is presented by
Effectively Benchmark Your Endowment and Foundation Investment Advisor
Now more than ever, endowments and foundations must closely examine their investment advisory relationships to mitigate institutional risks while improving outcomes. Effectively benchmarking your investment advisors will help your institution determine your best overall fit and provide clarity about how unique needs and service models compare. In this session, you will discover best practices for evaluating advisory firm durability. You will also learn how to incorporate data-driven decision-making to manage your oversight responsibilities, align vendors with your culture and mission, engage donors, and assure your costs match the value received.
Speakers
Richard Sobieray, senior vice president, financial strategy and administrative services, and chief financial officer, University of South Florida
Kenneth Souza, senior director of investments, University of South Florida Foundation
Eric Bailey, principal and head of endowments and foundations, CAPTRUST
Karen S. Casillas, vice president and financial advisor, CAPTRUST
Jim Scheinberg, managing partner and expert witness, North Pier Search Consulting
Learning Objectives
Discover and implement best practices in benchmarking critical components for endowment and foundation investment advisors
Design prudent metrics and processes to evaluate fees, services, governance, and other factors involved in investment performance
Learn how to garner stakeholder approval, address roadblocks, implement changes, and communicate strategically throughout the benchmarking process
CPE Available
1.5 credits
Finance
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.
Speakers
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
Learning Objectives
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
CPE Available
1.5 credits
Finance
Optimizing Financial Resources With Internal Lending Programs
Many universities have implemented internal lending programs which they use to manage internal and external debt. These programs can reduce interest rate risk by establishing debt management tools that provide uniform lending rates and terms. During this interactive session, finance leaders from two institutions will discuss how their universities use internal lending programs to effectively manage financial resources and reduce risk.
Speakers
Marnie Matthews, assistant vice president for finance and controller, Wake Forest University
Brian Smith, assistant vice president for finance, University of Michigan
Mary Ellen Wriedt, director, S&P Global
Learning Objectives
Explain how internal lending programs are formed and operate
Assess whether an internal lending program is an optimal and efficient tool for your institution
Recognize available resources to help in the creation of an internal lending program
CPE Available
1.5 credits
Finance
Tax Update
Join members of NACUBO’s Tax Council for this discussion of 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. Using a “topic tournament” format, the presenters will discuss timely tax issues of greatest interest to the audience.
Speakers
Angie Leahy, associate vice chancellor for finance and controller, Washington University in St. Louis
Joel Levenson, assistant vice president: tax, payables & procurement, University of Central Florida
Learning Objectives
Discuss 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
CPE Available
1.5 credits
Taxes
Trailblazing the Blockchain Road for Bond Issuance
The application of blockchain creates new financing opportunities and, as the technology grows, it will likely transform bond issuance. This session will address how Michigan State University’s blockchain project got started and gained momentum. The presenters will focus on the RFP process, blockchain education, securing internal acceptance, blockchain fundamentals, market reaction, and what it means for future bond financings.
Speakers
Lisa A. Frace, senior vice president, chief financial officer and treasurer, Michigan State University
Jeff Rayis, assistant vice president, treasury and financial management, Michigan State University
Mustafa Al Niama, vice president global banking and markets and digital assets, Goldman Sachs
Diana Hoadley, managing director and head of higher education and non-profit finance, Goldman Sachs
Learning Objectives
Evaluate blockchain use at your institution
Establish blockchain project goals and gain executive support
Identify strategic and capable partners to assist with blockchain implementations
CPE Available
1.5 credits
Information Technology
Tuesday • 8:30 am Sessions
July 18 • 8:30–9:45 am ET
A Road Map for Data and Process Transformation: Critical Steps to Change
To fully leverage data for decision-making, higher education professionals need to ensure data and processes are aligned to support performance. In this session, fiscal leaders from Emory School of Medicine will share how they transformed their data and processes to positively change the trajectory of the organization’s financial position and equipped them to navigate challenges. Presenters will walk through their change management journey—discussing the catalysts for their transformation, the steps they took to reengineer processes, and the data and reporting that empowered better decision-making. They will also highlight the importance of user feedback throughout their journey.
Speakers
Beth Boatwright, chief financial officer, Emory School of Medicine
Ann Uher, senior director of accounting and analytics, Emory School of Medicine
Identify key steps for transforming data and financial processes
Determine the value of adopting this approach for various stakeholders
Employ best practices for implementing new financial risk mitigation strategies
CPE Available
1.5 credits
Finance
Analytics Bingo
Data-informed decision-making is critical in higher education, but institutions often need to navigate challenges related to institutional culture and capacity before being able to fully leverage data and analytics. In this interactive session, participants will identify the most pressing barriers to data-informed decision-making. Session facilitators will lead participants in a game of Analytics Bingo to identify potential solutions to their data and analytics challenges. During the game, you will also learn about NACUBO resources that can help with these efforts while networking with your colleagues.
Speakers
Jackie Agustin, manager, analytics and research, NACUBO
Lindsay Wayt, senior director, analytics, NACUBO
Learning Objectives
Identify cultural and capacity-related barriers to the use of analytics in higher education
Determine action steps to address data and analytics challenges
Develop a network of colleagues who are also building data-informed cultures at their institutions
CPE Available
1.5 credits
Information Technology
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.
Speakers
Chris Leach, accounting policy analyst, NACUBO
Sue Menditto, senior director, accounting policy, NACUBO
Learning Objectives
Define allowable reporting flexibility
Differentiate between functions and programmatic activities
Explain how readers may digest financial information
CPE Available
1.5 credits
Finance
How to Create a Highly Engaged and Performing Team
High performing teams are diverse and inclusive while also reflecting certain characteristics. This lively session will discuss these characteristics and show how to create a high performing, engaged team. Attendees will explore what creates the trust that allows others to work together effectively, how to gain true commitment to a purpose, what skills are required to manage conflict productively, and much more. Learn how you can create and lead a highly effective team.
Speakers
Gregg Goldman, chief financial officer and senior vice president, Hillspire, and former vice chancellor and chief financial officer, University of California Los Angeles
George Myers, president, Effectiveness Institute
Learning Objectives
Explain the characteristics of highly engaged teams
Describe the difference between trust and respect
Identify the necessary skills for managing conflict
Create an informed action plan to develop a high-performing team
CPE Available
1.5 credits
Personal Development
Is Cost Cutting the Solution to Balancing Your Budget?
Many institutions need to move from an incremental budgeting process to an all funds budget to accomplish their strategic plans. Other institutions have been resistant to critically looking at the cost of operating the academic enterprise. Efficiencies can be found by monitoring class sizes, teaching loads, and program array. Leaders need plans and resources for effectively monitoring new programs to ensure they are meeting planned outcomes and for closing out programs if expected projections are not being met. This session will explore ideas around how to improve resource allocation through all funds budgeting, program and course offerings, and operational efficiency.
Speakers
R. Lorraine Bernotsky, executive vice president and provost, West Chester University of Pennsylvania, and executive on loan, acting president of Pennsylvania Western University
Leslie Brunelli, executive vice president for finance and administration and chief financial officer, Washington State University
Diane Goddard, chief financial officer emerita, University of Kansas, NACUBO Consultant
Jim Hundrieser, vice president for consulting, NACUBO
Learning Objectives
Design an institution-specific framework for implementing new strategies that shift from incremental budgeting
Outline strategies your institution can use to assess your course offerings or program array to result in positive financial contribution
Create ways to monitor and measure outcomes linked to a stronger business model
CPE Available
1.5 credits
Finance
Managers, Keep Your Talent!
Using data collected from the first two cohorts of NACUBO’s Emerging Leaders Program (ELP), this session will explore original data and feedback from up-and-coming talent. Data focused on ELP participants’ development experience and what they identified they need to further grow their careers. Designed to have a workshop feel, this session is intended for managers who need to deepen their focus on developing their teams, especially their key talent. The presenters will offer data, provide tips and techniques for creating development plans, and assist attendees with drafting tentative development plans.
Speakers
Mark Saine, managing director, strategic leadership solutions, TIAA Institute
Identify the ways that creating specific, customized development plans can be beneficial to both the staff member and to the institution
Produce tentative development plans to share with key talent
Practice holding development conversations with team members
CPE Available
1.5 credits
Personnel/Human Resources
Navigating Cryptocurrency Acceptance in Higher Education
“Will you accept cryptocurrency for payment?” College and university development and business officers frequently hear this question from their donors and stakeholders. Though price volatility has weakened valuations, alumni and donors remain eager to make cryptocurrency contributions when advantageous. At the same time, families and students are demanding more payment options for tuition and fees, including cryptocurrency. In this session, speakers will discuss how higher education institutions are uniquely positioned in the emerging cryptocurrency space and why colleges and universities should recognize cryptocurrency as a business imperative.
Speakers
Nancy Antunes, assistant vice president for finance, Bentley University
Michelle Bolger, vice president for financial operations and controller, University of Illinois Foundation
Jeff Rayis, assistant vice president, treasury and financial management, Michigan State University
David Garcia, national treasury sales group executive, J.P. Morgan
Learning Objectives
Identify and weigh the key risks, costs, and benefits associated with cryptocurrency acceptance, including key differences between donations and payments
Recognize common concerns from key constituencies, including board members, auditors, and presidents, arising from cryptocurrency acceptance
Evaluate opportunities and understand policy and procedural considerations
CPE Available
1.5 credits
Information Technology
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.
Speaker
Josh Ulman, managing partner, Ulman Public Policy
Learning Objectives
Explain key elements of the new overtime regulations
Navigate the compliance timeline
Discuss the professional areas most likely to be affected
Execute the steps colleges and universities must take to ensure compliance
CPE Available
1.5 credits
Personnel/Human Resources
Using Budget Modeling to Create a Sustainable Tuition-Driven Institution
We in higher education often like to decouple student enrollment from tuition dollars. Unfortunately for small private institutions without robust endowments, the reality is that revenue is tuition driven. So how do you tie student enrollment to tuition goals to make sound financial decisions in real time? Hear how one institution was able to rework their tuition model from one based on discounts to one based on credit hour generation. The presenters will show how this model can be tied directly to student enrollment through dashboards. They will also explore common challenges facing institutions and how this modeling can help address those challenges to move toward financial stability.
Speaker
Dr. Melik Peter Khoury, president and chief executive officer, Unity College , national treasury sales group executive, JP Morgan
Learning Objectives
Implement credit hours as a basis for your revenue budget
Directly tie budgets to an institution’s census numbers, growth heuristics, and key performance indicators
Obtain the necessary data to make informed decisions on areas of budget allocations
CPE Available
1.5 credits
Finance
Rates
Registration Categories
Early (through May 15, 2023)
Regular and Onsite
Full Conference Registration*
Higher Education Member
$970
$1,125
Higher Education Non-Member
$1,300
$1,455
Higher Education Member Team
(6 or more attendees from same member institution; per person rate; must register at the same time)
$920
$1,085
Corporate Member
$2,250
$2,250
Corporate Non-Member
$3,000
$3,000
Additional Registration Categories
Guest Age 16+* (Educational Sessions Not Included)
$400
$400
Exhibitor Full Additional
$920
$920
Exhibitor Hall Only Additional
$365
$365
Sponsor Discount
$920
$920
Speaker Discount (College and University Speakers 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 6 or more full conference registrants at a discounted per person rate. Must register at the same time using the Attendee Registration Category.
*Guest Age 16+: Includes admission to food and beverage functions and special events; guest registration does not include access to educational sessions.
*Additional Opening Event Ticket: Extra tickets to the opening event for guests of registered attendees
Please note you can only earn credit for attending the program 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.
Work together with other attendees to make a lasting contribution to a local elementary school.
Opening Event
Reconnect with valued colleagues and meet new friends at Saturday evening's opening event.
Connect and Collaborate
Network with women, young professionals, LGBTQIA+ colleagues, and CBOs of color.
Fitness Activities
Enjoy a workout at the fitness center, in the pools, or play a round of golf right on the hotel property.
Meet the Authors
Have one-on-one conversations with main stage speakers, presenters, and NACUBO authors.
Happy Hour in the Expo
Unwind, sample hors d’oeuvres, make new friends, and have fun!
Complimentary Consultations: NACUBO Consulting
Want feedback on a pressing issue? Need advice on a small problem? Considering seeking outside assistance but not sure where to start? NACUBO Consulting is available for 30-minute informal conversations at the annual meeting. Select a designated time to meet with a consultant here.
Orlando World Center Marriott is ideally situated among Central Florida's attractions, and only a 30-minute ride from the Orlando International Airport. The hotel is your launchpad to the exciting sights, nightlife, dining, and entertainment found in Orlando. Explore everything that makes Orlando a highly traveled international destination.
NACUBO's Group Rate for the 2023 Annual Meeting: $209 single/double (plus applicable taxes)
Optional Resort Fee: $42 (plus applicable taxes)
Attendees of the NACUBO 2023 Annual Meeting may choose to OPT IN and pay the additional Resort Fee for the duration of their stay at the time of check-in at the hotel. (Note: Once you OPT IN, you cannot OPT OUT.)
The Optional Resort Fee includes:
Enhanced in-room wireless internet for up to 6 devices.
Daily admission to River Falls Water Park for up to 4 guests.
Daily scheduled shuttle service to Disney Parks for up to 4 guests.
Nightly scheduled shuttle service to Disney Springs for up to 4 guests.
A bucket of golf balls and use of rental clubs at driving range daily for up to 4 guests.
15% discount off retail rates for green fee rates (excludes merchandise).
In order to reserve a room and receive the group rate, you must be registered for the meeting. Additional instructions on how to reserve your hotel room will be included in your NACUBO 2023 Annual Meeting Registration Confirmation email.
**Deadline to reserve a room at NACUBO's Group Rate: June 16, 2023
Housing Questions: Contact NACUBO at annualmeeting@nacubo.org
Exhibit, Sponsor, Advertise
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.