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2017 Planning and Budgeting Forum

This event is for business officers with planning and budgeting responsibilities.


2017 Planning And Budgeting Forum
September 10-12, 2017 | The Westin San Diego | San Diego
This event is for business officers with planning and budgeting responsibilities. Sessions will address the latest techniques in higher education resource management. Presenters include experienced business officers and strategists. Topics address financial reserves, integrated benchmarking, performance metrics, capital planning, maximizing resources for student success, and more.

Did you know? You can watch sessions from San Diego in real-time through NACUBO Live! Planning and Budgeting Forum. Participate in question and answer, earn up to six (6) CPEs, and have access until next year! Register today.

Planning and Budgeting Workshop

Who should attend

  • Associate Vice Presidents of Finance, Administration, or Budget
  • Budget Directors
  • Budget Managers
  • Chief Financial Officers
  • Planning Officers

What you will learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Approaches for using planning and budgeting as an agent for institutional change
  • Innovative planning and budgeting methods being practiced at colleges and universities
  • Strategies to address higher education resource management

No prerequisites and/or advance preparation required.

Meet The Speakers

Jacalyn Askin


Richard Baniak

University of Missouri, St. Louis

Jess Berkey

University of Missouri System

Juliano Bonavia

Pepperdine University

Courtney Bonnell

A.T. Still University of Health Sciences

Katharine Bonneson

University of Minnesota-Twin Cities

Wendell Brase

University of California, Irvine

Sunny Donenfeld

University of Southern California

Karla Dowd

University of Missouri System

Bryan Elmore

Auburn University

Nicole Ferretti

University of Virginia

Larry Goldstein

Campus Strategies, LLC

Vicki Golich

Metropolitan State University of Denver

Tonya Grimm

A.T. Still University of Health Sciences

Michael Hales

Northern Kentucky University

Matthew Hamill


Aimee Heeter

Indiana University

Jim Hundrieser

AGB Search

Steven Kreidler

Metropolitan State University of Denver

Linda Kroll

University of Notre Dame

Steven Lesky

Pepperdine University

Ed Magee

West Virginia Higher Education Policy Commission

Amanda Malone

Auburn University

Holly McCormack

University of Oregon

Denise Millard

University of Southern California

Jaime Ontiveros

Huron Consulting Group

Cuba Plain

Missouri University of Science and Technology

Brett Powell

Henderson State University

Greg Ramirez

Pepperdine University

Richard Rieder

A.T. Still University of Health Sciences

Jane Rizzo

Carleton College

Randy Roberson


Sari Sillanpaa

University of Southern California

Cherokee Staples

University of Oregon

Leslie Wolgamott

University of Oregon

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CPE Information

There are no CPEs offered for this event.

CPE Details

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



The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunches, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Member Early


Member Advance Registration

Non-Member Early


Non-Member Advance Registration

Expired on Aug 15

Member Regular


Member Regular Registration

Expired on Sep 13

Non-Member Regular


Non-Member Regular Registration

Expired on Sep 13


Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

NACUBO's group room block at the Westin San Diego is currently SOLD OUT.  
We have secured a group room block at the Renaissance San Diego Hotel located at 421 West B Street, San Diego. The Renaissance San Diego Hotel is .2 miles from the Westin San Diego and approximately a 4 minute walk. NACUBO's group rate for both single/double rooms is $229.
For reservations, call 619.398.3100 or to make your reservation online, click here.  Rates are guaranteed until 8/21/2017, subject to availability.