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2018 Tax Forum

October 14-16 | Denver


October 14-16, 2018 | Grand Hyatt Denver | Denver
This event for intermediate to advanced-level campus tax professionals offers the latest information on issues and best practices in higher education tax compliance and administration. The program features plenary speakers as well as smaller sessions to address special topics. Networking opportunities are woven throughout the program to bring together participants from comparable institutions to share ideas.

This forum serves as both an annual update and future outlook. Participants hear and engage in discussions on timely subjects impacting the college and university tax community. Past forums have addressed issues such as IRS audits, Form 990 preparation, unrelated business income issues, charitable gifts, executive compensation, treatment of fringe benefits, scholarships and fellowships, reporting and withholding for nonresident aliens, mitigating tax risks of international activities, bonds compliance, and charitable gifts.
**If you register for the 2018 Tax Forum, you will receive a $100 discount for the Global Operations Forum which immediately follows the Tax Forum at the Grand Hyatt Denver! A discount code will be provided in your Tax Forum registration confirmation. Please use that when registering for the Global Operations Forum.**
Questions regarding this program, please contact Alex Smith at or 202.861.2508.

Tax Workshop

Who should attend

  • Assistant Controllers
  • Chief Financial Officers
  • Controllers
  • Tax Managers

What you will learn

  • Demonstrate an understanding of guidance for managing tax compliance
  • Determine how tax reporting requirements and regulations may impact your institution
  • Share tips gained from fellow campus tax professionals with peers on campus


Participants should have working knowledge of higher education tax compliance and administration.

Interesting in Sponsoring?

Contact LaTosha McNeal at or 202.861.2852 for sponsorship information.

Meet The Speakers

Laura Benner

Georgetown University

Glenn Christofides

Rutgers State University of New Jersey Central Office

Liz Clark


Louis Curcio

New York University

Dominic Daher

University of San Francisco

Beverly Daniel Tatum

Spelman College

Benjamin Davidson

University of North Carolina at Chapel Hill

William Define

University of Virginia

Rebekuh Eley


Karen Gries

CliftonLarsonAllen LLP

Andrew Grossman

The Joint Committee on Taxation

Bertrand Harding

Law Offices of Bertrand M. Harding, Jr.

Sarah Hintz

Colorado College

Joseph Irvine

The Ohio State University

Edward Jennings

University of Michigan

Anne Jetmundsen

University of South Florida

Donna Kepley

Arctic International LLC

Angie Leahy

Washington University in St. Louis

Joel Levenson

University of Central Florida

Dawn Mayer

University of San Francisco

Neelu Mehrotra

Ernst & Young LLP

Tracy Paglia

Moss Adams LLP

Travis Patton

PricewaterhouseCoopers LLP

Preston Quesenberry


Kyle Richard

University of Washington

Megan Schneider


Julia Shanahan

Columbia University in the City of New York

Rachel Spurlock

Crowe LLP

Anshu Tiku

University of Pennsylvania

Zachary Whitesel

DePauw University

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CPE Information

Participants will be awarded up to 14.5 CPE credits for this group live event. CPE credits can be earned in the following categories: Taxes, Personal Development, and Specialized Knowledge. The course level is intermediate to advanced.


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, lunch, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Advance registration for members and non-members ends on 9/14/2018.

Member Early


Member Advance Registration

Expired on Sep 15

Non-Member Early


Non-Member Advance Registration

Expired on Sep 15

Member Regular


Member Regular Registration

Expired on Oct 17

Non-Member Regular


Non-Member Regular Registration

Expired on Oct 17


Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Double: $199.00 Book Room Here

Single: $199.00 Book Room Here

Phone Reservation: 888.421.1442

Rates guaranteed until (subject to availability): 9/14/2018

The Grand Hyatt Denver will truly provide an exceptional experience. Their AAA Four Diamond hotel in Denver, CO welcomes you with beautifully designed guestrooms and premium amenities that make your stay easy and comfortable. Discover what happens when urban luxury meets personalized service and enjoy instant access to everything exciting that Denver has to offer.


Call for Proposals

For questions about submitting content, contact Jeanne Cure, Manager, Program Development.

The call for proposals for the 2018 Tax Forum is now closed. Acceptance notifications will be sent by June 29, 2018

Proposals on UBIT topics may also be considered for the 2019 Unrelated Business Income Tax program, taking place February 27-March 1, 2019 in Savannah.


Guidelines for Submission

  • The deadline for submissions was May 7, 2018.
  • Submission of a presentation does not guarantee participation in the program.
  • Do not submit proposals unless each speaker is available to present at any time during the program dates of October 14-16, 2018.
  • Include all presenters that will take part in the presentation. Do not list co-presenters without definite commitment that the co-presenter will be on the program. The co-presenter(s) must agree to all the terms and conditions for participation.
  • The program committee prefers that proposals from vendors include at least one speaker from a college or university.
  • Acceptance notifications will be sent by June 29, 2018.
  • All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
  • Up to three (3) speakers per selected session will be given complimentary registration to the conference.
  • The person listed as the primary contact for the proposal will be informed of the final decision.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.