Skip to content Menu

2020 Tax Forum

November 4–5 | See Schedule for Full Details | All Times are Eastern


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. 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, tax management approaches, 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 athletics. This year's program will include discussion related to COVID-relief tax provisions.

Tax Tax Webcast 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

  • 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

Who Should Attend

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


No prerequisites and/or advance preparation required.

Meet The Presenters

  • Dayo Adesuyi, , University of North Texas System
  • Pam Amado-Demagajes, , Moss Adams LLP
  • Mary Bachinger, director, tax policy, NACUBO
  • John Barrett, , University of California Office of the President
  • Darren Bell, , University of Texas System Administration
  • Edward Bower, , University of Cincinnati Main Campus
  • Robert Cinberg, , PricewaterhouseCoopers LLP
  • Susan Clark, , Emory University
  • Liz Clark, vice president, policy and research, NACUBO
  • Louis Curcio, , New York University
  • Tara D'Agostino, , KPMG LLP
  • Nathan Doane, ,
  • Rod Dole, ,
  • Rodney Dole, , University of Wisconsin System Administration
  • Kristin Dziergowski, , Harvard Management Company
  • Andrew Gordon, , The University of Texas at Austin
  • Rick Grafmeyer, , Capitol Tax Partners, LLP
  • Rick Grafmeyer, , Capitol Tax Partners, LLP
  • Tracey Gran, , St. Catherine University
  • Andrew Gray, , Crowe LLP
  • Casey Green, , University of Wyoming
  • Karen Gries, , CliftonLarsonAllen LLP
  • Carol Guthridge, , PricewaterhouseCoopers LLP
  • Sarah Hintz, , CliftonLarsonAllen LLP
  • Anne Jetmundsen, , University of South Florida
  • Shyamalee Joseph, , KPMG LLP
  • Becky Laskowski, , University of Notre Dame
  • Aaron LeMay, , University of Texas Medical Branch
  • Joel Levenson, assistant vice president for tax, payables, and procurement, University of Central Florida
  • Luke Lybrand, , University of North Texas System
  • Tracy Paglia, , Moss Adams LLP
  • Megan Schneider, senior director, government affairs, NACUBO
  • Tina Schrob, , PricewaterhouseCoopers LLP
  • Julia Shanahan, , Columbia University in the City of New York
  • Megan Talley, , University of Tennessee
  • Felicia Tucker, , KPMG LLP
  • Cassandra Yeancades, , Harvard University
  • Paul Yoder, , Crowe Horwath

CPE Information

Estimated 12 CPE Credits

CPE credit is not available for On-Demand programs at this time.

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


Member and Nonmember Single Bundle registration includes webcasts airing only October 21-22 or November 4-5.

Member and Nonmember Both Bundles registration includes webcasts airing on both October 21-22 and November 4-5.

Registration Assistance: 877.797.7698 or

Cancellation Policies

Member Single Bundle Ended November 5, 2020


Member Single Bundle Ended November 5, 2020


Member Both Bundles Ended November 5, 2020


Non-Member Single Bundle Ended November 5, 2020


Non-Member Single Bundle Ended November 5, 2020


Non-Member Both Bundles Ended November 5, 2020



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Day 4

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $199.00

Double: $199.00

Phone Reservation: 888.735.2954

Rates guaranteed until: 7/31/2018 (subject to availability)

The Hyatt Regency St. Louis overlooks the iconic Gateway Arch and has access to downtown’s most desirable attractions, including Busch Stadium, the Enterprise Center,
America’s Center Convention Complex, and the Mississippi Riverfront—all located within walking distance.

This event is generously supported by:

Call for Proposals

Deadline for submissions was August 14, 2020. Proposals submitted after the deadline may be considered for other programs.