Skip to content Menu

2018 Planning and Budgeting Forum

September 24-25 | Louisville, KY


September 24-25, 2018 | Omni Louisville Hotel | Louisville
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.
Questions regarding this program, please contact Ashley Makarsky at or 202-861-2554.

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.

Interested in Sponsoring?

Contact LaTosha McNeal, Manager, Business Development, at or 202.861.2582

Meet The Speakers

Marc Aiello

Virginia Commonwealth University

David Allen

Virginia Commonwealth University

Jim Anderson

Boise State University

Tony Ard

Kaufman Hall

John Barnshaw

Ad Astra Information Systems

Lissa Bill

University of Notre Dame

John Calahan

Stephen F. Austin State University

Lisa Cerney

Missouri University of Science and Technology

Jean Cibuzar

Gallaudet University

Beverly Daniel Tatum

Spelman College

Sunny Donenfeld

University of Southern California

Shari Ellertson

Boise State University

Bryan Elmore

Auburn University

Elliot Felix

Brightspot Strategies

Craig Fitch

University of Notre Dame

Nora Fitzpatrick

University of Saint Thomas

Paul Friga

University of North Carolina at Chapel Hill

Reed Gershwind

Gallaudet University

J. Michael Gower

Rutgers, The State University of New Jersey New Brunswick Campus

Allison Hanson

University of Saint Thomas

Aimee Heeter

Indiana University

Leanne Hill

Rochester Institute of Technology

Segan Jobe

University of Washington, Bothell

Ruth Johnston

University of Washington, Bothell

Kenneth Kline

Boise State University

Ross Koenig

Rochester Institute of Technology

Linda Kroll

University of Notre Dame

Missy Little

University of Notre Dame

Tori McClure

Spalding University

Sue Menditto


Adam Meyer

Huron Consulting Group

Holly Mikesell

Boise State University

Richard Minturn

University of Virginia

Chris Mortensen

University of Oregon

Leslie Odom

Boise State University

Sandip Patel

Quinnipiac University

David Patrick

Virginia Commonwealth University

Irene Pedraza

Boise State University

Jill Piedmont

Indiana University System

Cuba Plain

Missouri University of Science and Technology

Randy Roberson


Crystal Smith

University of Chicago

Richard Staisloff


Cherokee Staples

University of Oregon

Kathryn Valenti

University of Notre Dame

James Vigil


Erica Vogt

Hodges University

Belva White

Emory University

Katya White

Georgetown University

Leslie Wolgamott

University of Oregon

View More
View More

CPE Information

Participants will be awarded an estimated 13 CPE credits for this group live event. CPE credits can be earned in the following categories: Management Services, Finance, and Personal Development. Learning Level for this program is Intermediate.


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.

Advance registration for both members and non-members ends on 8/21/2018. 

Member Early


Member Advance Registration

Expired on Sep 25

Non-Member Early


Non-Member Advance Registration

Expired on Aug 22

Member Regular


Member Regular Registration

Expired on Sep 26

Non-Member Regular


Non-Member Regular Registration

Expired on Sep 26


Day 1

Show Full Day

Day 2

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $189.00 Book Room Here

Double: $189.00 Book Room Here

Phone Reservation: 502.313.6664

Rates guaranteed until (subject to availability): 8/21/2018

Omni Louisville Hotel is the new cornerstone of downtown Louisville reflecting the essence of the city and is only 15 minutes from Louisville International Airport. Our hotel features 612 elegantly appointed guest rooms and 70,000 square feet of event space, along with several unique dining experiences. The Water Company pool and bar is perfect for sharing cocktails with friends with the downtown skyline as the backdrop. 
Guests will truly feel like a part of the community as our Falls City Market the neighborhood in with the smells of freshly brewed Heine Bros. coffee, baking bread and fragrant fresh flowers. Our location allows you to easily make your way to Main Street to indulge in Louisville's bourbon culture at many popular distilleries, and we're near other popular attractions like the Louisville Slugger Museum & Factory and Churchill Downs.

RESERVATIONS: To make your room reservation, please call the Group Reservation Phone Number at 1.800.THE.OMNI (1.800.809.6664) or click here to reserve online.


Call for Proposals

For questions regarding the submission process, contact Altovise Davis at

The call for proposals is now closed for the NACUCBO 2018 Planning and Budgeting Forum. Acceptance notifications will be sent by June 11, 2018. The person listed as the primary contact for the proposal will be informed of the final decision via email. Please note that only a limited number of proposals will be accepted for inclusion.

  • Selected presenters are responsible for paying housing and travel incurred in conjunction with participation in the 2018 Planning and Budgeting Forum.
  • All selected speakers will receive an official confirmation letter. No more than three (3) speakers per session will be given complimentary registration to the conference.  Speakers must complete an agreement form in order to be confirmed for a session.
  • All selected speakers should be available to present at any time during the program dates of September 24-25, 2018.
  • Proposal submission topics cannot be changed after the review and selection process.
  • NACUBO reserves the right to reserve presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.