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2021 Higher Education Accounting Forum

On-Demand | Originally broadcast April 7-8, 12-13, 2021 | See Schedule for Recordings Included


This online conference 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. You'll hear directly from panelists in real-time, earn CPE credits, have the ability to ask questions, and have access to the recordings from the selected sessions below.
Each of the sessions below will be available for on-demand viewing; however, only attendees who participate in the live-streaming can earn credits. Use the full schedule below to plan your participation and learning path during this online event. For concurrent sessions, choose one to attend live and earn CPE credit. You will be able to view recordings of all sessions later as desired. Each session is 60 or 75 minutes and each individual can earn up to nine (9) CPE credits per the list below. All times are eastern.

Accounting 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 awareness of preferred industry practice.
  • Recognize how Federal legislative issues will impact the business office.
  • Review insights about new accounting guidance on the horizon.

Who Should Attend

  • Accounting Managers
  • Associate Vice Presidents of Finance, Administration, or Budget
  • Chief Financial Officers
  • Controllers
  • Internal Auditors


No prerequisites and/or advance preparation required.

Customer Support

For technical support visit our line: Webcast Help Guide

Technical Requirements

Software/Browser Requirements

  • Windows 7 / 10
  • Adobe Acrobat
  • Flash Player

WindowsFlash Player

Meet The Presenters

  • Terri Albertson, , Haverford College
  • Douglas Allen, , Kentucky State University
  • Bob Atkins, CEO and founder, Gray Associates, Inc.
  • Julie Barrientos, , KPMG LLP
  • Sara Bible, , Stanford University
  • Shea Bryant, , Michigan State University
  • Jean Bushong, principal, CliftonLarsonAllen LLP
  • Liz Clark, vice president, policy and research, NACUBO
  • Rick Cole, partner, BKD CPAs and Advisors
  • Jeff DeGraff, , University of Michigan
  • Tom Ewing, associate controller and director of financial reporting, The Ohio State University
  • David Gagnon, , KPMG LLP
  • Roger Goodman, partner, The Yuba Group, LLC
  • Brian Greko, , Plante Moran
  • Sharon Heinle, , George Mason University
  • Kelli Hudson Perry, assistant vice president for finance and controller, Rensselaer Polytechnic Institute
  • Dylan Kab, , KPMG LLP
  • Timothy Keane, , University of San Diego
  • Lisa Kopecky, , NACUBO Consulting Service
  • John Kroll, associate vice president for finance, University of Chicago
  • Robert Kuehler, , University of Colorado System Office
  • Thomas Lause, , The University of Findlay
  • Joel Levenson, assistant vice president for tax, payables, and procurement, University of Central Florida
  • Mira Levine, ,
  • Lucy Lucker, , University of Saint Joseph
  • Jon Marcus, , The Hechinger Report
  • Erin McKenzie, , Financial Accounting Foundation
  • Kathleen McNeely, ,
  • Jeffrey Mechanick, , Financial Accounting Standards Board
  • Sue Menditto, senior director, accounting policy, NACUBO
  • Rosemary Meyer, ,
  • Michelle Meyer, , Oregon Institute of Technology
  • Katherine Nguyen, , University of Rochester
  • Christopher Rose, , Deloitte
  • Colleen Rozillis, , Moss Adams LLP
  • David Schultz, , Rensselaer Polytechnic Institute
  • Lori Seager, , Colorado College
  • Jay Shah, , Planon
  • Julia Shanahan, , Columbia University in the City of New York
  • Jeffrey Silber, , Cornell University
  • Alan Skelton, , Governmental Accounting Standards Board
  • Cheryl Soper, , University of Michigan
  • Mark Steranka, , Moss Adams LLP
  • Jeff Stulgis, , Cornell University
  • David Terry, , Portland State University
  • Katie Thornton, , Plante Moran
  • Kerri Tricarico, , New York University
  • Shannon Turner, , University of California, San Francisco
  • Pete Ugo, partner, Crowe LLP
  • Tiffany Vickers, , University of Nevada, Las Vegas
  • Mary Wheeler, , NACUBO Consultants and Speakers

CPE Information

Estimated 16 CPE Credits in Accounting, Accounting Governmental, Auditing, Finance, Information Technology, Specialized Knowledge and Taxes.

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


Registration Assistance: 877.797.7698 or

Cancellation Policies

Member Member Ends April 14, 2022


Non-Member Non-Member Ends April 14, 2022


NACUBO thanks the following supporters of this event:

Premier Supporter

Classic Supporter


Day 1

Show Full Day

Day 2

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Day 3

Show Full Day

Day 4

Show Full Day

Call for Proposals

Submission deadline is December 18, 2020. For submission guidelines, click here


NACUBO 2021 Annual Meeting

July 27–30, 2021

NACUBO 2021 Annual Meeting: Tuesday Pass

July 27, 2021 | 11am-5:45pm ET

NACUBO 2021 Annual Meeting: Wednesday Pass

July 28, 2021 | 11am-5:45pm ET