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2019 Higher Education Accounting Forum

April 14-16 | Philadelphia


April 14-16, 2019 | Philadelphia 201 Hotel | Philadelphia
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.

In addition to a packed program, there are plenty of chances for networking with colleagues and speakers during breakouts, meals, and an opening night reception.
Questions regarding this program, please contact Ashley Makarsky or call 202-861-2554. 

Accounting Workshop Accounting and Financial Reporting

Who should attend

  • Accounting Managers
  • Associate Vice Presidents
  • Budget Directors
  • Chief Financial Officers
  • Controllers
  • Internal Auditors

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

  • Collect insights about new accounting guidance on the horizon
  • Demonstrate an awareness of preferred industry practice
  • Recognize how Federal legislative issues will impact the business office


No prerequisites and/or advance preparation required.

Interested in Sponsoring? 

Email LaTosha McNeal or call 202.861.2582 for sponsorship information. 


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

Advanced registration ends on March 17, 2019.

Member Early


Member Advance Registration

Expired on Mar 17

Non-Member Early


Non-Member Advance Registration

Expired on Mar 17

Member Regular


Member Regular Registration

Expired on Apr 17

Non-Member Regular


Non-Member Regular Registration

Expired on Apr 17

Hotel & Travel Information

Rooms Rate

Single: $189.00 Book Room Here

Double: $189.00 Book Room Here

Phone Reservation: 215.448.2000

Rates guaranteed until (subject to availability): 3/17/2019

A superb travel experience awaits guests at the Philadelphia 201 Hotel. Ideally situated in Center City and located within walking distance of most of Philadelphia's top attractions, including the Franklin Institution and the Pennsylvania Convention Center, we're the perfect location for seeing all that the city has to offer. Recently redesigned, our hotel features upgrades to our indoor pool, meeting spaces and our state-of-the-art Sheraton fitness center. We also boast comfortable, spacious accommodations and several delicious on-site dining options.
Please use this reservation link below to book your room now. Book by March 17th, 2019 to receive the discounted rate.


Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Meet The Speakers

Terri Albertson

Haverford College

David Bean

Governmental Accounting Standards Board

Matthew Brewer

California Institute of Technology

Shea Bryant

Michigan State University

Chris Burnley

Ferrum College

Craig Carnaroli

University of Pennsylvania

Corey Ciocchetti

University of Denver

Liz Clark


Rick Cole

Financial Accounting Standards Board

Susan Cooper

Furman University

Gillian Emmons

Boston University

Tiffany Ennis-Henry

Emory University

Tom Ewing

The Ohio State University

David Gagnon


Duff Gardner

Brigham Young University

Larry Goldstein

Campus Strategies, LLC

Brian Greko

Plante Moran

John Hash

Brown, Edwards & Company, L.L.P.

Katie Hillman

J.P. Morgan

John Horn

University of Pennsylvania

Kelli Hudson Perry

Rensselaer Polytechnic Institute

Kendall Isaac

Dickinson College

Susan Johnston


John Kroll

University of Chicago

Robert Kuehler

University of Colorado System Office

Joel Levenson

University of Central Florida

James Lock

J.P. Morgan Trust Company, NA

Lucy Lucker

University of Saint Joseph

MaryFrances McCourt

University of Pennsylvania

Amanda McDonnell

Harvard University

Erica McReynolds

PricewaterhouseCoopers LLP

Jeffrey Mechanick

Financial Accounting Standards Board

Sue Menditto


Jeffery Nordstrom

California Institute of Technology

Kelley O'Brien

Drexel University

Mark Oster

Grant Thornton LLP

Mark Reed

Saint Joseph's University

Colleen Rozillis

Moss Adams LLP

Jason Schroeder

University of Notre Dame

Chris Seek

University of Colorado at Denver

Julia Shanahan

Columbia University in the City of New York

William Sibert

Cornell University

Jamie Smith

Emory University

Patricia Snopkowski

Oregon State University

Aime Sposato

Ferrum College

Roger Stackpoole

Le Moyne College

Katie Thornton

Plante Moran

Kerri Tricarico

New York University

Pete Ugo

Crowe LLP

Jean Vock

University of Nevada, Las Vegas

Mary Wheeler

NACUBO Consultants and Speakers

Mark Woolwine

Brown, Edwards & Company, L.L.P.

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CPE Information

Participants will be awarded up to 16 credits for this group live event. CPE credits can be earned in the following categories: Accounting, Accounting (Governmental), Behavioral Ethics, Finance, Management Services, Specialized Knowledge, and Taxes. 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



Call for Proposals

For questions about submitting content, please contact Jeanne Cure

The call for proposals for the 2019 Higher Education Accounting Forum is now closed. The call for proposals for the 2020 program will open in September.


  • The deadline for submissions was November 5, 2018. Proposals may be submitted at any time until 5:00 p.m. ET on the deadline date.
  • 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 April 14-16, 2019. 
  • Include all presenters that will take part in the presentation. Do not list co-presenters without definite commitment that they will be on the program. All speakers must agree to the terms and conditions for participation. 
  • Each proposal must have at least one speaker from a college or university.
  • Acceptance notifications will be sent by January 28, 2019.
  • All selected speakers will receive an official confirmation letter. Speakers must complete an agreement form in order to be confirmed for a session.
  • No more than three 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. 
  • Selected presenters are responsible for paying housing and travel incurred in conjunction with participation in the 2019 Higher Education Accounting Forum.