NACUBO 2021 Annual Meeting

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute yoga session in the NACUBO booth.

Practicing yoga and meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute meditation session in the NACUBO booth.

Practicing meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Presenter(s):

Omar Syed,

Bronte Burleigh-Jones, Dickinson College

Janine DuMontelle, Chapman University

• Identify key legal issues that emerge around the business of higher education and discuss effective ways to collaborate on those issues
• Demonstrate an understanding of legal issues related to personnel matters such as furloughs, RIFs, hiring freezes, retirement incentives, and benefits adjustments
• Discuss how an effective partnership with counsel can work well and possible obstacles to that partnership

Presenter(s):

Liz Clark, NACUBO

Melissa Beardmore, Anne Arundel Community College

Randy Roberson, NACUBO

Presenter(s):

Samantha Fisher, Accenture

Belva White, Emory University

• Demonstrate applicability of key higher education pandemic initiated or accelerated trends 
• Assess the extent to which current budgeting models have impacted the ability to respond to changing needs
• Identify the benefits of instituting a zero-based budget approach

Presenter(s):

Kasia Lundy, Ernst & Young LLP

Daniel Greenstein, Pennsylvania State System of Higher Education

Brad Kelsheimer, Lumina Foundation for Education

Rosa Redonnett, University of Maine System

Tracy Hartzler, Central New Mexico Community College

• Demonstrate applicability of key higher education pandemic initiated or accelerated trends 
• Assess the extent to which current budgeting models have impacted the ability to respond to changing needs
• Identify the benefits of instituting a zero-based budget approach

Presenter(s):

Christopher Stewart, Deloitte

Brian Tomich, Deloitte

Presenter(s):

Elizabeth LaRocca, NACUBO

Randy Roberson, NACUBO

Presenter(s):

Jean Wolfgang, University of Wisconsin-Oshkosh

Virgil Lloyd,

Rachel Grose, University of Wisconsin-Oshkosh

This session will explore the technological innovations reshaping higher education today in the context of the COVID-19 pandemic. Join practitioners and industry experts as they provide insights on processing contactless payments and meeting compliance expectations while following social distancing guidelines. The presenters will also tackle new technological security challenges and threats facing both students and administrators. In addition, this session will explore actionable strategies to prevent breaches and increase awareness across higher education institutions.

• Gain insights on the technology innovations reshaping higher ed today, including data analytics
• Understand compliance expectations with contactless and cashless payment expectations
• Identify technological security threats facing student accounts and institutions today

Presenter(s):

Paaige Turner, Ball State University

David Perlmutter, Texas Tech University

Susana Rivera-Mills, Ball State University

Laura Treanor, Vincennes University

COVID-19 has stressed budgets and business models. To survive, institutions must invest in their future by equipping academic leaders to make strategic budgetary decisions and resource reallocations. Hear how academic unit budgets can be used for strategic alignment and cultural transformation. Strategies covered include incentive based budgets, internal reallocation, seed funding, indirect cost recovery, and others.

• Demonstrate an understanding of how academic units can leverage strategic budgeting for transformational change
• Recognize first-order and second-order change in order to support transformational change in academic units
• Acquire at least one budget tactic they can implement or share for transformative change

Presenter(s):

John Pitcher, Bunker Hill Community College

Deborah Wallace, California State University, Dominguez Hills

Jim Hundrieser, NACUBO

Leon Wyden, California State University, San Marcos

Terri Dautcher, NACUBO Consulting Service

Linda Dauer, NACUBO Consultants and Speakers

Heather Heersink, Adams State University

This session will offer insights about business office practices that can positively impact student outcomes. Thanks to a grant from Ascendium Education Group, NACUBO conducted research with 50+ business officers and their colleagues. The initial results of this research will be shared in this session; a deeper understanding of the challenges faced by students, and strategies for addressing challenges by modifying business office activities to better support student success. Attendees will also be introduced to free web-based interactive training resources, curated by NACUBO, that can be used in staff meetings and in conjunction with new-employee orientation, to support

Presenter(s):

Robert Wynkoop, Purdue University

Danielle Van Vleet, Arizona State University

Nadia Quarles, University of Chicago

Jesse Moore, E&I Cooperative Services

A supplier diversity program is a natural fit for any college or university focused on diversity and inclusion. An effective supplier diversity program expands the procurement universe, increases competition, lowers overall cost, and increases value to your campus. How do you develop an effective program? Supplier diversity initiatives are as unique as your institution, and your specific situation and goals will drive the program you create. This panel discussion provides an inside look at three very different programs, each with a different focus for their supplier diversity journey.

• Identify various ways a supplier diversity program can bring value to your campus
• Demonstrate how a supplier diversity program can extend beyond typical commodity areas to leverage professional services  
• Recognize the importance of community outreach in building a successful supplier diversity program 

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute yoga session in the NACUBO booth.

Practicing yoga and meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute meditation session in the NACUBO booth.

Practicing yoga and meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Presenter(s):

Stanley Ng, New York University

Wayland Ng, TruED Consulting

Presenter(s):

Jim Hundrieser, NACUBO

Gregg Goldman, University of California, Los Angeles

Carla Gini, University of Illinois at Chicago

Bob Miller, The University of Texas at San Antonio

Presenter(s):

Lindsay Wayt, NACUBO

Cathy Bates, Vantage Technology Consulting Group

Rashmi Radhakrishnan, Arcadia University

August Freda, University of Notre Dame

Jon Bruner, Abilene Christian University

Findings from the 2019 NACUBO Study of Analytics confirmed that business officers believe more importance should be placed on the use of data and analytics to support decision-making…but also confirmed the existence of
many barriers that hinder progress on becoming data-informed institutions. Having effective policies and practices in place can help leaders work together to overcome such barriers. Hear from three institutions that are in different phases of their data governance journeys. Panelists will share how investing into effective data governance has helped their institutions to better leverage data in their decision-making processes.

• Understand what role business officers have in supporting data governance
• Compare data governance best practices based on how far along an institution is in its journey to leverage data and analytics
• Identify appropriate next steps for your institution’s data governance initiative

Presenter(s):

John McLaughlin, Arthur J. Gallagher & Co.

John Doyle, MARSH

Courtney Davis, University of Chicago

Janice Abraham, United Educators

At a time that could not be worse for higher education, policyholders are experiencing significant premium increases, stringent underwriting and restrictive coverage offerings, as well reductions in policy limits. A panel of insurance professionals and campus experts will discuss challenges and opportunities that the current and future market hold for higher education. Presenters will address risk tolerance and financial thresholds and equip business officers with strategies to mitigate current insurance market conditions.

• Describe the causes and complications of the sudden change in insurance market conditions
• Develop strategies for managing and communicating in these changed circumstances
• Analyze available insurance solutions and alternative risk-financing techniques

Presenter(s):

Dale Whittaker, Bill & Melinda Gates Foundation

Shannon Gundy, University of Maryland

Pablo Ortiz, Florida International University

Matt Unterman, Grant Thornton LLP

This session will explore key trends in higher education regarding access for first generation, minority, and adult learner populations. Are we as an industry making progress or falling behind? And to what degree did COVID-19 impact these trendlines? We will examine strategies, initiatives, and transformation efforts institutions are using to improve educational equity and outcomes for high-priority populations. University business officers will discuss their experiences building out programs to target and support equitable outcomes and student success, focusing on the investments that were required, as well as the positive impacts these investments had on mission and financial
performance.

• Understand trends in higher education access, equity, and outcomes and how COVID-19 has impacted those trendlines
• Identify opportunities for improving access and equity for high-priority populations
• Determine how to invest in programs and initiatives in order to serve these populations

Presenter(s):

Edward Kania, Rollins College

Sharron Burnett, Dyersburg State Community College

Doug Lederman, Inside Higher Ed

Lynne Schaefer, University of Maryland Baltimore County

Presenter(s):

David DeJong, University of Pittsburgh

Michelle Lewis,

Susan Basso, Huron Consulting Group

Phil Strzalka, Huron Consulting Group

This interactive session will focus on the ways your business office can evolve its operating model, improve efficiencies, manage engagement and implement new talent strategies. Presenters will discuss how work and talent strategies are changing in higher education as a strategic imperative to help institutions deliver on their missions. You will learn to carefully examine the role technology will play in transforming roles and responsibilities, automating administrative processes, changing the education model, generating data and insights, and priming the institution for long-term success. Panelists will also address trends in permanent remote work, multistate recruitment, performance management, and employee wellbeing.  

• Explore different types of operational models for a business office and identify which is best for their institution
• Understand the need for role development and upskilling
• Discover how to evaluate work that can be done remotely and if their organizations have the right policies, practices and culture

Presenter(s):

Susan Maddux, Furman University

Jean Walshe, J.P. Morgan Asset Management

Jennifer Morgan, J.P. Morgan

Interactions have been anything but normal as the workplace shifted to new communication environments during the pandemic. By sharing how JPMorgan trained its employees to effectively host virtual meetings, this engaging and insightful session will offer innovative tips and presentation delivery ideas, as well as ways to foster engagement and collaboration. These tools will help you enhance and adapt your presentation skillset. Learn best practices to “up your Zoom game” and incorporate these skills into digital meetings with colleagues, donors, and business partners.

• Enhance your appearance and non-verbal communication in digital meetings and presentations
• Learn to lead a digital session in a way that drives engagement and collaboration among the participants
• Identify how to avoid common mistakes and improve your overall digital presence

Presenter(s):

Holly Harrison, PNC Bank, National Association

Adam Day, Rutgers, The State University of New Jersey New Brunswick Campus

Mark Amiri, Washington University in St. Louis

John Dolan, Carnegie Mellon University

Over the course of the COVID-19 pandemic, universities saw a wide range of impact to their operating models and revenue profiles. Several common themes and best practices emerged as a result. The panelists will take a deep dive into various lessons learned to help the audience find ways to maximize cash utility at their institutions. These topics range from cash forecasting and liquidity management guidelines to liquidity structure and bank credit. Three university case studies will be used to provide additional context and practical approaches to liquidity strategies as institutions begin planning for a post-pandemic environment.

• Identify ways to improve cash flow forecasting and define liquidity needs during uncertain times
• Evaluate the best uses of liquidity across their organization
• Weigh the benefits of various sources of liquidity to optimize capital structure

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute yoga session in the NACUBO booth.

Practicing yoga and meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Presenter(s):

Doug Chittenden, TIAA

Susan Maddux, Furman University

J. Michael Gower, Rutgers, The State University of New Jersey New Brunswick Campus

Christina Cutlip, TIAA

COVID-19 has created severe financial and operational challenges for colleges and universities. In these uncertain times, discerning “what is next” will require calculated speculation and some risk-taking. Looking beyond the
pandemic, institutional leaders need to evaluate how their institutions’ operating models will change to help ensure financial sustainability. To understand how institutions can adapt to the effects of the pandemic and beyond, TIAA partnered with EY-Parthenon to analyze quantitative and qualitative data from multiple sources. This open forum will feature a review of the data findings and a discussion about the potential paths forward.

• Demonstrate an understanding of the key findings from TIAA and EY Parthenon research on higher education in a post-COVID-19 world.
• Identify key questions to ask as part of the post-pandemic strategic planning process
• Learn what leaders may need to consider when they are evaluating changes to their financial operations and business models

Presenter(s):

Peter Fritz, Deloitte & Touche LLP

Barrie Fitzgerald, Valdosta State University

Brian Haugabrook, Deloitte & Touche LLP

As pre-pandemic pressures on enrollment intensify, institutions of all sizes will increasingly benefit from innovative techniques to recruit high-fit prospects from different prospect populations. This session will explore techniques for leveraging artificial intelligence, machine learning, external data, and cloud solutions to achieve institutional enrollment management and tuition revenue goals. Additionally, speakers will review strategies to improve diversity and address bias in AI models. This session will offer a demonstration two specific solutions: Analytics Cloud and Candidate 360TM.

• Understand how to use artificial intelligence and machine learning approaches to reach enrollment and class composition goals
• Describe the benefits of enriching student and financial data from external sources to improve student financial aid leveraging and tuition discounting strategies
• Learn how artificial intelligence strategies can identify new high-fit prospects for adult learner initiatives, veterans, and undergraduate and graduate student populations

Presenter(s):

Bob Atkins, Gray Associates, Inc.

Brien Smith, Youngstown State University

In tough times, colleges and universities may consider cutting programs. Without using a data-informed approach, these cuts may do more harm than good. In this session, participants will learn about a more effective approach to reducing instructional costs. Presenters will explain how to calculate instructional costs at the program and course levels and will demonstrate methods for finding and cutting excess costs. Using an institution case study and simulations, presenters will show the effects of starting, stopping, sustaining, and growing different programs. They will explore both financial impacts and the effects on student demographics, particularly for historically underserved student groups.

• Identify over-simplified approaches to academic cost reduction and communicate associated risks
• Describe and implement an effective approach that reduces academic costs without cutting programs
• Understand how to use a data-informed approach, including finding and modeling the right data in academic program decision-making

Presenter(s):

Mary Ellen Borchers, Illinois Institute of Technology

Monica Michaud, George Mason University

Michael Horan, Illinois Institute of Technology

Michael Nicolescu, PFM Group

Sharon Heinle, George Mason University

When facing major strategic changes, institutions cannot simply extrapolate from historical data to create projections. New initiatives, capital projects, and partnership plans have to succeed under a range of possible alternative futures. George Mason University and Illinois Institute of Technology provide examples of how strategic financial modeling and scenario planning can help make major decisions while protecting against future uncertainties. The panelists will discuss specific examples of sensitivity analysis applied to major vulnerabilities and demonstrate how outcomes of scenarios can be effectively communicated with rating agencies—even when the results change during a pandemic.

• Review why considering all-funds pro forma financial statements is important to avoid blind spots
• Communicate the impact of strategic financial planning to senior leadership, rating agencies, and other key stakeholders
• Describe key strategies and tactics used to create a sustainable financial model so that stakeholders have trust and confidence in the results

Presenter(s):

Maeesha Merchant, The Colburn School

Tadu Yimam, NACUBO

Ronald Cortez, University of California, Irvine

Randy Roberson, NACUBO

Take advantage of video technology and connect with fellow business officers of color. In this roundtable session, you will have the opportunity to expand your network, reaffirm and explore your role as a leader, and get guidance and support from other business officers of color. You also have the opportunity to suggest strategies for NACUBO to help business officers of color achieve increased levels of responsibility.

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute meditation session each in the NACUBO booth.

Practicing yoga and meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Presenter(s):

Allison Vaillancourt, Segal

Autumn Anfang, Saint Norbert College

Presenter(s):

Johnny Sanders, BKD CPAs and Advisors

Shameie Haynes, Mississippi State University

Colleges and universities are subject to privacy and information security provisions of the Gramm Leach Bliley Act (GLBA). Institutions must be cognizant of GLBA rules when collecting, storing, accessing, and using student financial records – compliance will be evaluated under the Office of Management and Budget’s single audit requirements. Panelists provide an overview of GLBA and common challenges facing institutions. Remedies for enhancing processes, policies, controls, training, and risk assessments to mitigate audit findings and Title IV funding risk will be provided.  

Learning Objectives:

• Explain why the Federal Trade Commission considers higher education institutions subject to GLBA  
• Enumerate simple enhancements that will increase your institutions security and prevent putting Title IV funding at risk
• Apply techniques that enhance risk assessments, training, controls, and policies 

Presenter(s):

Dawn Rhodes, University of Maryland Baltimore

Sara Thorndike, Pennsylvania State University - Main Campus

Ken Redd, NACUBO

Jill Popovich, TIAA

Robert Moore, Colorado College

Randy Roberson, NACUBO

Examine the results of NACUBO's 2021 National Profile of Higher Education Chief Business Officers and the increasingly complex role of the chief business officer (CBO). Who is sitting in the CBO chair today? What skills do future CBOs need to be successful? How do we increase diversity in the CBO pipeline? Experienced CBOs will explore the results of the NACUBO study, share how aspiring CBOs can better prepare to take on new and broader

Presenter(s):

James Johnsen, National Association of System Heads

Jason Lane, Miami University

David Miller, University of Tennessee

Ellen Herbst, University System of Maryland Office

The National Association of System Heads (NASH) is leading a Big ReThink of the role of public university systems in our post-pandemic world. These systems, which include the institutions that educate the majority of the nation’s students in four-year public colleges and universities, are uniquely positioned to leverage their “systemness” to create value greater than the sum of their parts. Hear how system leaders from across the nation are considering several strategic imperatives, including consideration of a new, lower cost business model for university systems.

• Gain an understanding of NASH’s Big ReThink process
• Explore results of recent surveys on cost reduction
• Consider a new business model for systems to reduce costs and optimize resources for strategic priorities

Presenter(s):

Carlos Avalos, Jenzabar, Inc.

Meghan Turjanica, Jenzabar, Inc.

Presenter(s):

Alanna Cajthaml, Azusa Pacific University

Suzanne Davis, Greenville University

Kimberly Hadley, John Brown University

Dan Campbell, Capin Crouse, LLP

This roundtable session will feature insight from three private institutions. The discussion will primarily focus on changes required to deal with the COVID-19 pandemic and how the speakers’ institutions have managed to thrive in the face of unprecedented challenges. Other discussion topics will include what our speakers anticipate for the future of higher education in the private institution space, what opportunities have presented themselves over the last year, unique partnerships that have been forged in light of the pandemic, how their institutions have handled a remote or partially remote workforce, effective new cost-cutting measures they’ve implemented, and potential future enrollment trends, among other topics.

• Describe a variety of approaches other higher education institutions employed for handling COVID-19 disruptions
• Identify which real-life implementation strategies have positively impacted higher ed institutions during a time of unprecedented challenges
• Demonstrate first-hand insight on potential opportunities borne from the pandemic for the higher education sector moving forward  

Presenter(s):

Shinae Yoon, University of North Texas at Dallas

Brody Du, University of North Texas at Dallas

Arthur Bradford, University of North Texas at Dallas

Due to the COVID-19 pandemic, underrepresented students have faced severe financial hardships, and have been less likely to get paid internships. As a response to these trends, University of North Texas at Dallas launched a
virtual internship program that helps its students gain work experience. This program includes leadership training, one-on-one mentoring, and building data analysis skills. In this presentation, speakers will demonstrate how UNT Dallas launched this virtual program and how the institution uses the students’ analytical skills to improve its performance.

Learning Objectives:

• Learn how to create a virtual internship program for underrepresented or other students
• Identify key business insights that can be generated by student interns and how to use these insights in campus decision-making
• Understand how an in-house virtual internship program combined with the knowledge and practice of business intelligence and advanced predictive analysis can helps student success

Presenter(s):

Mitchell Wein, Haverford College

Matthew Eynon, Franklin and Marshall College

Brian Hastings, University of Nebraska at Lincoln

Sue Cunningham, Council for Advancement and Support of Education

The Council for Advancement and Support of Education (CASE) recently released global standards for institutional fundraising, with new definitions for educational philanthropy, important guidance around record-keeping, and more. These standards create an opportunity for clarity and consistency when reporting complicated gifts, considering issues of donor influence, and promoting transparency. Further, they create a clear imperative for ethical standards. The key leadership partners in this are the chief advancement and chief financial officers and session panelists will discuss the importance of the CAO-CFO relationship as institutions navigate these new standards.

• Learn how new standards help support risk and reputational management related to educational philanthropy
• Explore how the CASE Standards help ensure alignment between the chief financial officer and the institution’s development program
• Discuss how to enhance collaboration between the advancement and business offices
• Understand the standards for reporting educational philanthropy, and the guidance underpinning these standards for counting and categorizing gifts 

Presenter(s):

Robert Kuehler, University of Colorado System Office

Sue Menditto, NACUBO

Mary Wheeler, NACUBO Consultants and Speakers

Sharon Heinle, George Mason University

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute yoga session in the NACUBO booth.

Practicing yoga and meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Presenter(s):

Gaye Manning, Southern Arkansas University Tech

Dawn Rhodes, University of Maryland Baltimore

As women leaders, we must continue efforts to advance gender equality and gender parity. This will be a fun, interactive session that will allow the audience to explore some of the leadership qualities that make women great leaders, but also provoke thought about career advancement lessons.

Presenter(s):

Natily Santos-Ortiz, Aramark

Aramark’s holistic approach to global diversity and inclusion is a business and a people strategy to: hire, retain, and develop a workforce that reflects the marketplace; maintain a culture that values and leverages differences and similarities; and create marketplace value by partnering with diverse suppliers, engaging with the community, and

Everyone is experiencing heightened levels of stress and anxiety these days and navigating our lives in the midst of a global pandemic has not helped. The good news is there are very effective tools to help you manage situational and long term stress; yoga and meditation provides a way to transmute negative emotions into personal growth and self-improvement.

Join ZiZi Hassan, certified yoga Specialist (RYT-500 HR), Calm App Meditation Guide, Lululemon ambassador, and founder of ZiZi Yoga, for a 30-minute meditation session in the NACUBO booth.

Practicing yoga and meditation will help attendees tend to their base-level physical needs and counterbalance the strains of sitting at a computer all day so that they are well-positioned to get the most out of what our conference has
to offer.

Presenter(s):

John Barnshaw, Ad Astra

Christopher Marsicano, Davidson College

Presenter(s):

John Fry, Drexel University

Herman Bulls, JLL

Cynthia Teniente-Matson,

David Thomas, Morehouse College

By 2045, the majority of the U.S. population will be comprised of Hispanics, Blacks, Asians, and multiracial people. Among college and university students, the demographic shift will occur even sooner, according to the Brookings Institution. How can business officers institutionalize diversity and inclusion in their real estate and facilities operations to reflect the changing world? In this session, three college and university presidents will discuss how institutions can incorporate diversity and inclusion into campus facilities practices. The discussion will highlight the importance of committing to diversity and inclusion beyond surface gestures, and instead to a sustained focus on tangible action.

• Discuss why diversity, equity, and inclusion is critical to the future of real estate and facilities projects for any college or university 
• Lead difficult conversations about equity and inclusion with internal and external stakeholders
• Analyze the perspectives of stakeholder communities and what they expect from campus real estate and facilities teams

Presenter(s):

Susan Maloney, Baker Tilly US, LLP

Michael McFarland, Bloomsburg University of Pennsylvania

Athletics can be an enrollment driver and attract under-represented populations. Before reducing or eliminating athletic programs to bridge the gulf in their financials, institutions should understand the contributions that
athletics make to diversity, academic, and financial performance. Completing a deep analysis of the contributions of each athletic team can provide the necessary data for boards and leaders to make informed decisions. This session
will provide specific actions that leaders can take to make decisions needed to move forward with their athletic programs.

• Analyze the relevant data that is needed to understand the comprehensive impact of athletics on an institution
• Evaluate athletic return on investment across recruitment, enrollment, retention, diversity, and student outcomes 
• Demonstrate how financial templates can be used to assess the contribution margins of  intercollegiate athletic teams and programs 

Presenter(s):

Bryan Dickson, NACUBO

Sue Menditto, NACUBO

Mary Bachinger, NACUBO

Neil Gavigan, NACUBO

Megan Schneider, NACUBO

NACUBO’s advocacy team members are your liaisons with legislators and policymakers at the national level and with national accounting standard setters. From tackling challenges related to IRS Form 1098-T to advocating for
pandemic relief guidance, this team ensures business officers are in the know about important accounting principles and federal regulations and laws. Bring your questions and concerns to this session where our team of experts will
discuss the latest information from the Department of Education, FASB, GASB, or IRS and help you understand where White House and congressional proposals are headed in the coming months.

• Recognize the priority issues the NACUBO policy team is focused on
• Discuss the resources available to NACUBO members that support compliance and advocacy efforts
• Identify current issues and analyze the likelihood for enactment of policies that could alter higher education business practices

Presenter(s):

Lindsay Wayt, NACUBO

Ken Redd, NACUBO

Kathleen Masterson, NACUBO

As colleges and universities are embracing analytics and using data, NACUBO is providing members with services that offer awareness, knowledge, and guidance that can support data-informed decision-making practices. Learn more about our efforts to accelerate analytics use and share your suggestions and explore new ideas with the team that brings research-based solutions to business officers. From understanding study design to exploring the findings, learn more about the NACUBO-TIAA Study of Endowments, the NACUBO Tuition Discounting Study, the Student Financial Services Benchmarking Study, the 2021 Profile of Higher Education Chief Business Officers, and more.

• Develop an understanding of NACUBO’s research portfolio
• Recognize how NACUBO is helping colleges and universities leverage analytics to inform decisions
• Discuss the research resources available to NACUBO members
• Identify how institutional participation in research surveys advances knowledge and understanding for the entire higher education sector