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2024 Higher Education Accounting Forum

April 28–30, 2024 | Atlanta

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Overview

This event for advanced-level accounting and finance professionals offers the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions.

The program features plenary speakers as well as smaller sessions to address special topics. Roundtable exchanges—broken out by managerial and technical topics of interest to all types of institutions— allow participants to share ideas. This forum serves as both an annual update and future outlook where participants hear and engage in discussions on timely subjects impacting the higher education community.


Accounting Workshop CPE Available Accounting and Financial Reporting

Event Information

  • Level: Intermediate
  • Prerequisites: 1–2 years of experience as a professional in higher education or a related private industry.
  • Audience: Mid-level personnel within the college/university business office.
  • Advanced Preparation: None
  • Delivery Mode: Group Live
  • Fields of Study: Accounting, Accounting (Governmental), Auditing, Finance, Taxes, and Specialized Knowledge
  • Length: 12 sessions at 60–75 minutes each

CPE Information

Estimated 12.5 CPE Credits

See Schedule for CPE details for each session.

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.

Schedule

Sunday

Show Full Day

Monday

Show Full Day

Tuesday

Show Full Day

Session Details

View descriptions, speaker details, learning objectives, and CPE information for each session.

Sunday General Sessions

Student Success: Front and Center

Sunday, April 28  •  1–2:10 pm ET


Ensuring successful student outcomes was identified as one of five top business issues by NACUBO member institutions in 2023. Dr. Renick shares strategies that have worked at Georgia State University and thoughts on how higher education can do better.


Speakers

  • Tim Renick, executive director, National Institute for Student Success, Georgia State University

CPE Available

  • 1 credit
  • Specialized Knowledge

Washington Update

Sunday, April 28  •  2:15–3:15 pm ET


NACUBO’s vice president of policy and research will provide a dive deep into the present political landscape of Washington and insights on the political climate and potential budgetary, tax, and regulatory changes.

Speakers

  • Liz Clark, vice president, policy and research, NACUBO

CPE Available

  • 1 credit
  • Specialized Knowledge

Sunday • 3:45 pm Sessions

April 28 • 3:45–5 pm ET

Group

Mastering ACH Security: Navigating Compliance and Outsmarting Fraud

Numerous departments and systems within universities manage sensitive banking information and engage in ACH transactions. During this session, panelists will unravel the mechanisms of fraud, outline essential ACH Rules, provide insights into enhancing policies and procedures to proactively identify and prevent fraud, and explore the various locations where ACH data manifests (or conceals itself) within university operations.


Speakers
  • Susan Slinkard, investment manager, director of cash management, University of Arkansas
  • Ruth Harpool, treasury solutions advisor, CampusGuard

CPE Available

  • 1.5 credits
  • Finance

IRS and Payee Compliance

How institutions comply with payroll and vendor payment and record keeping has been scrutinized of late. Hear what the experts recommend.


Speakers
  • TBD

CPE Available

  • 1.5 credits
  • Finance

Transforming Lives and Institutions

Hear how a grant funded project helped vulnerable institutions and students succeed.


Speakers
  • Kelli Rainey, senior director, grants management, NACUBO

CPE Available

  • 1.5 credits
  • Specialized Knowledge

Understanding New Federal Regulations

Understand how new regulations are affecting students, transactions, transcripts, institutional financial responsibility, and more.


Speakers
  • Bryan Dickson, director, student financial services and educational programs, NACUBO
  • Sue Menditto, senior director, accounting policy, NACUBO

CPE Available

  • 1.5 credits
  • Finance

Monday General Session

Balancing the Books and Bytes: Debating the Impact of AI in Higher Education

Monday, April 29  •  8–9 am ET


ChatGPT assisted with this session title. Are there other tasks that artificial intelligence (AI) can help higher education with? Can colleges and universities leverage generative AI to improve planning, budgeting, and reporting? What are the benefits and potential pitfalls to be aware of in the ever-evolving landscape? This creative session explores AI to educate and helps business officers think about how it may change their worlds.

Speakers

  • Orkun Toros, assistant vice president and chief budget officer, The University of Texas at Dallas

CPE Available

  • 1 credit
  • Information Technology

Monday • 9:30 am Sessions

April 29 • 9:30–10:30 am ET

FASB Update

FASB staff provide insight into board deliberations and projects that will impact public higher education.


Speakers
  • Jeffrey Gabello, supervising project manager, FASB
  • Jeff Mechanick, senior project advisor—not-for-profit organizations, FASB

CPE Available

  • 1 credit
  • Accounting

GASB Update

GASB staff provide insight into board deliberations and projects that will impact public higher education.


Speakers
  • Alan Skelton, director of research and technical activities, GASB
  • Joseph Wicklund, project manager, GASB

CPE Available

  • 1 credit
  • Accounting (Governmental)

Monday • 10:50 am Sessions

April 29 • 10:50–11:50 am ET

GAAP (FASB) Questions Answered

This session will provide answers to questions that NFP institutions care about, clarify the proper accounting that should be followed in a variety of situations, and share operational examples from campus experts. Audience members are encouraged to come ready with questions and situations that need to be addressed.


Speakers
  • Charlene Sweeney, associate vice president and university controller, Brown University
  • Nicole Tirella, vice president for financial operations and university controller, Boston University
  • Richard Cole, partner, FORVIS

CPE Available

  • 1 credit
  • Accounting

Compensated Absences: What Institutions Need to Know

This session will provide an overview of the accounting rules established by GASB Statement 101 along with examples of how required calculations are expected to function. A deep dive into early implementation efforts at Michigan State University will review compensated absence programs and a detailed description of the changes that will be necessary under the new standard. Participants will hear a proposed approach for estimating future use of compensated absences, come away with an implementation action plan, and an understanding of organizational effort and financial reporting impacts.


Speakers
  • Shea Bryant, manager of financial reporting, Michigan State University
  • Brian Greko, partner, Plante Moran
  • Jeff Pohler, manager, Plante Moran

CPE Available

  • 1 credit
  • Accounting (Governmental)

Monday • 1:15 pm Sessions

April 29 • 1:15–2:15 pm ET

Change Management can Sustain Transformational Change

Organizations that are able to successfully implement and sustain transformational changes tend to be agile, flexible, and adaptable organizations with a culture where it is safe to fail. A complete paradigm shift is required, and research indicates that Transformational Change does not have a high rate of success. This session will convey how organizational change management can be successful in higher education. Hear how to engage and empower students, faculty, staff and those most affected by necessary change overall.


Speakers
  • Jo Ann Kern, director, office of transformation realization, Tarleton State University

CPE Available

  • 1 credit
  • Personnel/Human Resources

GLBA and Student Financial Aid Compliance Updates

During this session, panelists will provide attendees with an understanding of the updated GLBA and Student Financial Aid Compliance changes. The experts will discuss required program components, including how to manage and monitor vendor relationships, develop incident response plans, and evaluate internal effectiveness. Additionally, there are significant changes on the horizon due to the Free Application for Federal Student Aid (FAFSA) simplification. Audience members will also learn about major changes and best practices that can help institutions comply.


Speakers
  • Allison Davis Ward, partner, CapinCrouse LLP
  • Lisa Saul, partner, CapinCrouse LLP
  • Chris DuKate, partner, CapinCrouse LLP

CPE Available

  • 1 credit
  • Finance

Higher Education Tax Update

Tax issues abound on campus and are ever-changing. Join us for this multi-subject session to learn about hot tax topics including:

  • Executive compensation
  • Energy credits
  • Worker classification
  • Information reporting (1099-K thresholds, etc.)
  • Washington updates
  • And much more!

Speakers
  • Joel Levenson, assistant vice president for tax, payables, and procurement, University of Central Florida
  • Tracy Paglia, partner, Moss Adams

CPE Available

  • 1 credit
  • Taxes

Monday • 2:30 pm Sessions

April 29 • 2:30–3:30 pm ET

A Conversation About Fraud

Business officers need to be aware of potential schemes to defraud higher education institutions by using AI to perpetrate the fraud. This session will cover how internal control metrics can be used to mitigate the potential harm and loss that could be sustained by the institutions. Panelists will also present practical recommendations and what you can do if you find yourself involved in an AI-perpetrated fraud situation.


Speakers
  • Folashade Abiola-Banjac, principal, CLA

CPE Available

  • 1 credit
  • Information Technology

Learn More About F&A: Recoveries, Strategies, and Efficiencies

COVID and inflation have had a significant impact on F&A Cost Rate Proposals and related recoveries. Areas most affected include the treatment of research expenses, F&A base years, environmental health, safety, and facilities, associating salaries to sponsored projects, off-site research, personnel layoffs, and so forth. These changes must be understood for there to be effective strategic planning. This session will review strategies to maximize indirect cost recoveries and other sponsored project revenue streams for the future.


Speakers
  • Jonathon Jeffries, director, cost accounting, Georgia Tech
  • Caroline Beeman, director, Maximus Higher Education Practice
  • Mira Levine, senior manager, Maximus Higher Education Practice

CPE Available

  • 1 credit
  • Finance

Behind the Numbers: Unveiling the Process of Chart of Accounts Governance

COA is the backbone of financial accounting, reporting, and organizational controls. In this session, the University of Iowa will share the application they developed to manage requests for new chartfields and accounts. The presenters will also share how this application integrates with other applications at the University and the importance and integration of roles in the COA governance process through this application. They’ll also share their methods for routing requests to the appropriate approval paths within the workflow to ensure proper oversight of general ledger accounts.


Speakers
  • Tammy Buchmayer, Senior Business Analyst, Financial Systems
  • Carolyn Gritton, Assistant Director, Financial Systems
  • Rachel McGuire, assistant vice president and university controller, The University of Iowa

CPE Available

  • 1 credit
  • Accounting

Monday • 4 pm Sessions

April 29 • 4–5 pm ET

Bridging the Gap Between Advancement and Accounting

Auditors have seen the gap between advancement and accounting departments firsthand with multiple clients. This session will list many of the common reasons for the gap and give an overview of the good, the bad, and the ugly from experience at multiple institutions. The presenters will also share some of the best practices for developing healthy communication, functioning reporting, and integrated systems between the two departments.


Speakers
  • Nick Henry, vice president of business and operations, Clayton State University
  • Kimberly Haynes, senior manager, Mauldin and Jenkins, LLC
  • Jon Schultz, partner, education practice leader, Mauldin and Jenkins, LLC

CPE Available

  • 1 credit
  • Auditing

Building a Budget and Planning Culture

Panelists from Georgetown University (GU) will present a roadmap for transforming an institution’s financial planning and analysis function. Speakers will also share the practical steps GU took to align its campuses on approaches to planning and analysis, building out a new budgeting tool, aligning the organization and shifting resources to more strategic and more centralized functions, and stabilizing the infrastructure through continued shared governance and policy/system refinement.


Speakers
  • Stella Apekey, senior associate vice president for budget, treasury and financial management, Georgetown University
  • Alyscia Eisen, vice president and chief business officer, Georgetown University
  • Kate Seabold Brannon, director of financial planning and analysis, Georgetown University

CPE Available

  • 1 credit
  • Finance

Effective Communication Through the MD&A

Turn your MD&A into one of the most impactful sections in your financial statements. During this session, panelists will share ideas for enhancing key MD&A sections. Campus experts will also discuss their change approach, successes, and obstacles faced along the way.


Speakers
  • Theresa Ashman, associate vice president, University of Utah
  • Steven Phillips, controller, University of Utah
  • Chris Leach, accounting policy analyst, NACUBO

CPE Available

  • 1 credit
  • Finance

Tuesday General Sessions

Effective Financial Presentations

Tuesday, April 30  •  8:30–9:30 am ET


Hear strategies for communicating financial information with clarity. You'll also learn tools and techniques for impact and influence when explaining financial results.

Speaker

  • Melissa Marshall, TED speaker and communications expert, Present Your Science

CPE Available

  • 1 credit
  • Finance

Audit Compliance for FY24

Tuesday, April 30  •  11 am–12 pm ET


During this session, AICPA Government Audit Quality Control members will discuss the process for vetting and incorporating new compliance requests from federal agencies. They will also share what to expect in 2024 and review future pipeline topics and concerns.

Speaker

  • Kim McCormick, partner, Grant Thornton
  • Lindsey Oakley, partner, FORVIS; Chair, GAQC

CPE Available

  • 1 credit
  • Auditing

Tuesday • 9:40 am Sessions

April 30 • 9:40–10:40 am ET

GenAI and Automation: Shaping the Future of Higher Ed Finance and Accounting

This session will explore the transformative impact of generative AI (GenAI) and automation on financial management, financial reporting, and audit processes within higher education, specifically workforce implications. The presenters will delve into the latest trends and developments that are reshaping traditional finance and accounting processes. They’ll also provide detailed examples of generative AI and automation and offer practical advice about navigating the risk, ethical, and governance considerations associated with adopting these technologies.


Speakers
  • David Gagnon, partner, U.S. audit sector leader, higher education and other not-for-profits, KPMG LLP
  • Sommer Frazier, managing director, finance transformation, KPMG LLP
  • Hope Hood, senior associate, finance transformation, KPMG LLP

CPE Available

  • 1 credit
  • Accounting

Top Issues for Colleges and Universities

This session will feature an interactive discussion between the panelists and with audience members. The panelists will cover some of the unique accounting and reporting challenges for higher education institutions. Attendees will also learn about current events and operational challenges, including the most recent news headlines impacting the higher education industry (enrollment challenges, school collaborations and closings/mergers, inflation, etc.).


Speakers
  • Terri Albertson, vice president for finance and administration, Ursinus College
  • Andrew M. Paluf, assistant vice president of finance and controller, University of Notre Dame
  • Cheryl L. Soper, controller and assistant vice president for financial operations, University of Michigan
  • Pete A. Ugo, partner, Crowe LLP

CPE Available

  • 1 credit
  • Finance


In-Person Rates

Cancellation Policies

Member Early

$800

Member Regular Starts March 28, 2024

$960

NonMember Early

$1,360

Non-Member Regular Starts March 28, 2024

$1,630

Hotel & Travel Information

  • April 28-30, 2024
  • Westin Peachtree Plaza
  • Atlanta, Georgia

Discover one of downtown Atlanta's most iconic landmarks. Rising high above the heart of the city, The Westin Peachtree Plaza in Atlanta, Georgia, features world-class service, superb hotel amenities and convenient location moments from Atlanta's best-known attractions, including AmericasMart, Georgia Aquarium, World of Coca-Cola, Centennial Olympic Park and the Mercedes-Benz Stadium. Relax in our hotel's four-star accommodations featuring Westin Heavenly® Beds and floor-to-ceiling windows offering stunning views of the downtown Atlanta cityscape.

NACUBO's Group Rate for the 2024 Higher Education Accounting Forum: $225 single/double (plus applicable taxes)

The deadline to reserve a room at NACUBO's Group Rate is Friday, April 5, 2024

To reserve your room online, click here

Sponsorship Opportunities

This meeting is your opportunity to reach chief financial officers, controllers, treasurers, vice presidents of finance, administration or financial reporting, finance directors, accountants, auditors, and other staff within college and university finance services who focus on financial planning and reporting, auditing, federal compliance, and accounting standards. This event brings together campus and industry accounting experts and offers an opportunity to share effective strategies, showcase solutions, and have provocative discussions.

The NACUBO 2024 Higher Education Accounting Opportunities details the opportunities to support this meeting. We look forward to you joining us!

NACUBO thanks the following supporters of this event:

Classic Sponsors

Upcoming

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February 8–April 18, 2024 | Online

2024 Student Financial Services Conference

March 17-19, 2024 | Las Vegas

NACUBO 2024 Annual Meeting

July 20-23, 2024 | Chicago, IL