EACUBO 2025 Annual Meeting
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| 12:00 - 5:00 PM | Registration Open |
| 1:00 - 1:55 PM | Sunday Seminar Session 1 |
| 2:00 - 2:55 PM | Sunday Seminar Session 2 |
| 3:00 - 3:55 PM | Sunday Seminar Session 3 |
| 4:00 - 4:55 PM | Sunday Seminar Session 4 |
| 3:30 - 5:30 PM | Mentoring Fall Session (by invitation only) |
| 6:30 - 8:30 PM | Welcome Reception |
Monday, October 20
| 7:00 AM - 5:00 PM | Registration/Information |
| 7:30 - 8:30 AM | CFO Breakfast (by invitation only) |
| 7:30 - 8:30 AM | First-Time Attendee Breakfast (Invitation Only) |
| 7:30 - 8:30 AM | Networking Breakfast in Exhibit Hall |
| 8:30 - 9:45 AM | Opening Keynote - The No Club: How Dead-End Work Derails Careers and Ways to Fix That • Laurie Weingart - Tepper School of Business at Carnegie Mellon University
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| 10:00 - 11:00 AM | From Data to Decisions: Activating Spend Insights for Immediate Impact CPE Available: 1 credit, Finance Unmasking the Imposter: Revealing Your Leadership Superpower CPE Available: 1 credit, Personal Development • Mary Herbert - Teibel Education Consulting
• Robbie Campbell-Lissade - Rutgers, The State University of New Jersey Newark Campus |
| 11:00 AM - 12:00 PM | Break in Exhibit Hall |
| 12:00 - 1:00 PM | Change on the Horizon - NIL’s Impact on College Athletics Departments and Finance Offices CPE Available: 1 credit, Specialized Knowledge Trying to Control Chaos and High Costs? Collaboration is the Cure! CPE Available: 1 credit, Finance • Nicole Turner - Roger Williams University
The State of M&A in Higher Education• Kristin Tichenor - Tuition Exchange • Tracy Hassett - edRISK CPE Available: 1 credit, Finance • Jennifer Lundy - Gannon University
• Tom Springer - Schneider Downs Capital, LLC • Scott Montgomery - Worldgate LLC |
| 1:15 - 2:15 PM | Birds of a Feather Networking Lunch |
| 2:30 - 3:30 PM | Renovation and Transformation of the University of Pittsburgh's Premier Dining Facility CPE Available: 1 credit, Management Services • Steve Schurr - Chartwells Higher Education
Executive Leader RoundtableCPE Available: 1 credit, Specialized Knowledge • Angela Blanton - Carnegie Mellon University
Accounting Update: FASB GAAP Issues Impacting Colleges Today• Matthew Frist - Duquesne University • Harper Watters - The Yuba Group, LLC CPE Available: 1 credit, Accounting • Rick Cole - Forvis Mazars
People First: Driving Sustainable Change in Higher EducationCPE Available: 1 credit, Personnel/Human Resources |
| 3:30 - 4:30 PM | Dessert and Networking Options in Exhibit Hall |
| 4:30 - 5:30 PM | General Session |
| 5:30 - 6:30 PM | Happy Hour in Exhibit Hall |
Tuesday, October 21
| 7:30 AM - 5:00 PM | Registration/Information |
| 7:30 - 8:30 AM | Chair's Business Partner Appreciation Breakfast (by invitation only) |
| 7:30 - 8:30 AM | Networking Breakfast in Exhibit Hall |
| 8:30 - 9:30 AM | General Session - Next Generation Shared Services: A New Future for U.S. Universities and the Communities They Serve CPE Available: 1 credit, Finance |
| 9:30 - 10:00 AM | EACUBO Annual Business Meeting |
| 10:15 - 11:15 AM | Break in Exhibit Hall |
| 11:15 AM - 12:15 PM | From Data to Impact: Aligning Financial Strategy and Analytics to Support Student Success CPE Available: 1 credit, Management Services Building Cyber Security Practices Into Your Campus Culture CPE Available: 1 credit, Information Technology • Stephen Rieks - Delaware Valley University
Uncertainty and Forecasting: A Dual-Use Case in Budgeting and Weather• Jill Forrester - Dickinson College • Justin McIntyre - First American Equipment Finance • Jim Burke - John Carroll University CPE Available: 1 credit, Finance • Carl Lam - State University of New York at Buffalo
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| 12:30 - 2:00 PM | Lunch and Washington Update |
| 2:00 - 3:00 PM | Strategic Financial and Operational Restructuring: Enhancing Cash Flow and Driving Operational Improvements CPE Available: 1 credit, Finance • Daniel Cronin - Maryland Institute College of Art
The Business of NIL: Legal and Tax Implications for Colleges and Universities• Terri Albertson - Ursinus College • Rebecca Kuhar - J.P. Morgan Chase Bank • Sandy Baxter - Callowhill Capital Advisors CPE Available: 1 credit, Taxes • Alexandra Mitchell - RSM US LLP
P3/Alternative Project Delivery Structures for Infrastructure DeliveryCPE Available: 1 credit, Finance Overcapacity in Higher Education – Operational, Accounting, and Credit Implications of Acquisitions and Partnerships CPE Available: 1 credit, Finance • Neil Horgan - Villanova University
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| 3:00 - 4:00 PM | Ice Cream Social in Exhibit Hall |
| 4:00 - 5:00 PM | Maximizing Financial Sustainability in Higher Education: Lessons from the Corporate World CPE Available: 1 credit, Finance • John "David" Jones - The College of Wooster
Expect the Unexpected: Scenario Planning in Uncertain Times• Rebecca Burgstahler - The College of Wooster • Rebeka Mazzone - FuturED Finance CPE Available: 1 credit, Taxes • Erin Ortiz - Janney, Montgomery, Scott LLC
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| 5:00 - 7:00 PM | Cheers! Reception |
Wednesday, October 22
| 8:00 - 11:30 AM | Registration/Information |
| 8:00 - 9:00 AM | Networking Breakfast |
| 9:00 - 10:00 AM | Closing Keynote Panel - Catalysts for Growth: How Coaches, Mentors and Sponsors Accelerate Leadership Impact CPE Available: 1 credit, Personal Development • Becky Jacoby - Focus Leadership Group
• Cynthia Hogan - South Hills Pet Rescue | Cynthia A. Hogan Consulting • J. Michael Gower - Rutgers, The State University of New Jersey • Lynne Schaefer - NACUBO |
| 10:15 - 11:15 AM | New York Climate Exchange: A Unique Partnership of Academia, Private Sector, and Grassroots Organizations to Pioneer Climate Solutions CPE Available: 1 credit, Business Management & Organization • Karen Mercer - J.P. Morgan
Enough with the Shadow Systems! - Replacing Penn State University's Home-grown Budgeting Process with Connected Planning• Lauren Barredo - New York Climate Exchange • Rosemaria Martinelli - Huron Consulting Group CPE Available: 1 credit, Management Services • Justin Martin - TruED Consulting
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| 11:15 - 11:30 AM | Break |
| 11:30 AM - 12:30 PM | Tax Update: Key Tax Considerations for Institutions of Higher Education CPE Available: 1 credit, Taxes • Joshua Guiser - Washington & Jefferson College
Higher Ed Post-Merger Integration: Realizing Value from Your Mergers and Acquisitions• Sarah Piot - Schneider Downs & Co., Inc. • Russ Grunebach - Duquesne University • Erin Wood - Schneider Downs & Co., Inc. CPE Available: 1 credit, Management Services • Brett Currier - Armanino
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2025 Annual Meeting Sponsors
