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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
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

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

Who should attend

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


No prerequisites and/or advance preparation required.

Meet The Presenters

  • Jacalyn Askin, , NACUBO
  • 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, President, 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, , NACUBO
  • 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, , NACUBO
  • Sari Sillanpaa, , University of Southern California
  • Cherokee Staples, , University of Oregon
  • Leslie Wolgamott, , University of Oregon

CPE Information

There are no CPEs offered for this event.

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


Non-Member Early Ended August 15, 2017


Member Regular Ended September 13, 2017


Non-Member Regular Ended September 13, 2017



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.