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Sunday, March 27


3:00 PM - 5:00 PM

Registration and Information Desk Open

3:30 PM - 5:00 PM

Mentoring Session (by invitation only)

For paired Mentors and Mentees

7:00 PM - 9:30 PM

Welcome Reception

Join us at the Reading Terminal Market, one of the oldest and largest public markets in America, for a grazing dinner and dessert experience. The Reading Terminal Market is located directly across the street from the Philadelphia Marriot Downtown. You’ll see the EACUBO sign at the entrance.

Monday, March 28


7:00 AM - 5:00 PM

Registration and Information Desk Open

7:30 AM - 8:30 AM

Special Event

CFO Breakfast (by invitation only)

Networking Breakfast in the Exhibit Hall

8:30 AM - 10:00 AM

General Session: Steve Robbins: Your Brain is Good at Inclusion...Except When It's Not

Dr. Robbins addresses the issue of closed-mindedness and the negative impact that it can have on productivity and performance in an organization. The issue doesn’t stem from our differences, it stems from a lack of willingness to look past conspicuous external factors and reflect on a deeper level. In the video, Dr. Robbins explains the difference between our ancient and our modern brains as well as how the two work together to help us navigate the world.

Our brains tend to use patterns to jump to conclusions. This video provides the knowledge base necessary to begin combatting this tendency and practice open-mindedness. In essence, this training is all about learning to fully and fundamentally care for other people, especially those who are made to feel like outsiders.

10:15 AM - 11:30 AM

Concurrent Session

A Guided Discussion: Diversity, Equity, & Inclusion in the Business Office and Beyond

Mr. Bryan Swarthout, Vassar College

Ms. Angelica Roiz, Grant Thornton LLP

Dr. Donald Generals, Community College of Philadelphia

This session will be an exploration of thought-provoking discussion points including:

 
  • Institutions’ reputation and platform vs. the related risks associated with DE&I efforts (or lack thereof) on enrollment, retention, and keeping the institutional reputation in-tact
  • Aptability/progressiveness of institutions and their ability to “change with the times”.
  • Are institutions of higher education ready to embark on a DE&I business imperative and what are the financial implications of that in terms of student aid and enrollment demographics – are there any “unwritten rules”? 
  • What are the long-term financial implications of DE&I in higher education?
  • How can we introduce more intentionality around retention such that business practices continue to evolve to serve future generations of students and ensure access, affordability, and success?
  • How do institutions balance DE&I recruitment goals with competing institutional aid (budget) goals which are often on different cycles/calendars?
  • How is DE&I playing a part in the overall culture of the higher education institution?

Budgeting for the Future of Higher Education

Todd Erkel, Elliance, Inc.

Mr. Warren Loller, Lehigh University

Mr. Mark Laccetti, Baker Tilly US, LLP

Ms. Adrienne Larmett, Baker Tilly US, LLP

In order for higher education institutions to respond to student needs and meet expectations, as well as be fiscally resilient, leaders must embrace and adapt to this fundamental shift in focus and approach and align their budgeting strategies and investment practices to these objectives.

In this session, our panel will discuss the ways that higher education business officers might screen future investments through new and more complex filters. We will bring together higher education market researchers, university budgeting leaders and enterprise risk and advisory specialists to discuss how the changing preferences and expectations of students, along with an ever-changing and complex regulatory environment, must be factored into budgeting and investment plans.

The Changing Workplace - Catalyst for Campus Efficiency

Mr. Casey Smith, Hord Coplan Macht, Inc.

Ms. Helen Schneider, Loyola University Maryland

Mr. John C. Coppola, Loyola University Maryland

The COVID pandemic has abruptly challenged a decade of workplace design decisions. The disruption to the routines of office life have provided a learning opportunity for re-imagining the scale and design of the workplace. The office is not going to disappear, but it will require a fresh new approach. People will still need places where they can come together, connect, build relationships, and develop their careers. We will explore how institutions may evolve their workplace environment to create more diverse, flexible, sustainable, and healthier spaces that increase productivity and employee engagement.

11:30 AM - 11:45 AM

Break

11:45 AM - 12:30 PM

Concurrent Session

Cybersecurity for Higher Education: What Leadership Needs to be Asking & Understanding

Ms. Michelle Sylvia-Spriggs, CBIZ

Ray Gandy, CBIZ MHM, LLC

This presentation will provide helpful guidance regarding higher education institutions’ cybersecurity hygiene. While not a technical session, the goal is to equip senior leaders with best practices and recommendations to implement at their institutions and the priorities that should be set based on gap analysis. Our presenters will use marketplace data on a names blind basis to help attendees to assess their cybersecurity function relative to other institutions, the goal of which is to help provide perspective on the continuous journey to stay ahead of risks in this critical area.

Ray Gandy, Leader of our IT Risk & Assurance Practice, and Michelle Sylvia-Spriggs, Managing Director in the Not-For-Profit & Education Practice, will highlight the results as gathered by our firm. We will provide recommendations based on the results within this data in terms of setting near term and long term priorities and objectives.

Higher Education’s New Normal: Strategic Alliances

Joseph Casion, Harter, Secrest & Emery, L.L.P.

Daan Braverman, Harter, Secrest & Emery, L.L.P.

Ms. Amy Doonan Cronin, New York Six Liberal Arts Consortium

This panel discussion will explore the potential for institutions to collaborate and develop administrative and academic alliances. Meaningful and mission-driven strategic partnerships can expand academic opportunity, reduce expenses, increase efficiencies, and most importantly provide added value and benefit for our students. The “new normal” for higher education should embrace such collaborations.

 

The presentation will be interactive and allow the audience to offer perceived obstacles to the panelists’ suggestions and discuss likely ways to overcome those obstacles.

What Can We Afford to Offer? Academic Programs, Enrollment and Faculty Complement: A Model for Financial Sustainability

Dr. R. Lorraine Bernotsky, West Chester University of Pennsylvania

Dr. Christopher M. Fiorentino, West Chester University of Pennsylvania

This presentation will propose a lens that focuses on the academic program array as a whole and includes a model for determining the sustainable number of programs overall, given the enrollment size and characteristics of an institution. This approach focuses on achieving financial sustainability goals and provides tools a university can use to determine how to get to those goals with regard to its own specific program array and faculty complement. These tools can help senior leaders figure out how to balance the array, taking into account different kinds of programs, so that in the aggregate the academic program array, and the related faculty complement, are sustainable.



Audience members will be able to use either data provided by the presenters or their own institutional data/knowledge (enrollment, number of academic programs, and faculty complement) to assess efficiency and participate in a process to holistically view the program array, with a goal of determining overall financial sustainability. In addition, specific strategies for increasing financial degrees of freedom (enhancing financial sustainability) will be explored.

12:45 PM - 3:00 PM

Networking Lunch and Dessert in the Exhibit Hall

3:00 PM - 4:00 PM

Concurrent Session

Building Toward a Post Pandemic Future

Mr. Richard Staisloff, rpk Group

Ms. Kathleen Hetherington, Howard Community College

Institutions are increasingly considering how to move toward a post-pandemic future. Colleges that have shown the courage to do the hard work around academic and administrative offerings are now well positioned to emerge stronger in 2022. This session will share proven best practice for adopting a sustainable business model, including streamlining academic portfolios, reinvesting in high growth/high revenue programs, creating efficiencies in administrative service delivery, and creating data-informed culture to support change.

Kathleen Hetherington, President Emeritus of Howard Community College will share a case study demonstrating the use of a strategic finance lens to drive transformation.

The Debt We Aren't Talking About Enough

Mr. Pete Zuraw,, Gordian

Ms. Lander Medlin, APPA-Leadership in Educational Facilities

The pandemic has amplified a message about space that has become ever more clear the last several years. Facilities represent an increasingly underutilized resource that is growing to be more of a liability than an asset for institutions. While there has been plenty of hopeful building the past decade to support new programs and aspirational growth, the pandemic revealed how vulnerable institutions can be if not positioned wisely. The escalation of fundamental issues over the last year only accelerated our understanding of the implications these demographic challenges pose, which will likely grow more acute starting in 2025 for northeast institutions already confronting these challenges. This interactive and immersive discussion will explore the need to urgently reimagine how space will be utilized and invested in, the way community could be reshaped, and how schools can start to alleviate the ever-increasing burden that the physical plant is placing on college budgets and program flexibility.

The Future of Work in Higher Education

Dr. John Heuer, University of Pennsylvania

Ray Duffy, Villanova University

Michele Mocarsky, Villanova University

Mr. Mark Coldren, State University of New York at Buffalo

Higher education has traditionally identified our industry as being a unique and special work environment. Is it positioned to be able to attract and retain talented people in the future? Join this interactive panel discussion with four seasoned higher ed human resources leaders to explore key areas for focus including:

  •  The criticality of leadership and supervisory development to lead in an ever-changing environment
  • The importance of Flexibility for the workforce including a consistent approach based on individual roles/situations, and one that addresses the importance of in-place team dynamics
  • Work design – more effective and accurate job descriptions that provide growth and development
  •  Adapting and thriving in the recruitment and retention for talent needed in higher education

4:00 PM - 4:15 PM

Break

4:15 PM - 5:30 PM

NACUBO Update and General Session: The Changing Dynamics and Challenges Around Higher Education Leadership

Dr. Kimberly Wright Cassidy, President of Bryn Mawr College

5:30 PM - 6:30 PM

Happy Hour in the Exhibit Hall

8:30 PM - 10:00 PM

Cheers! Reception

Where everyone knows your name! After dinner, gather with your friends and colleagues in the EACUBO “living room” for a sweet bite and a beverage. Comfortable seating and a low-key atmosphere provide a relaxed setting to share what you have learned throughout the program. It’s a perfect way to end a very productive and fun day

Tuesday, March 29


7:30 AM - 8:30 AM

Networking Breakfast in the Exhibit Hall

7:30 AM - 8:30 AM

Registration and Information Desk Open

8:30 AM - 9:30 AM

General Session: Michelle Geilan: The Science of Igniting and Sustaining Positive Change

Michelle Gielan shows us how our words can move people from fear-based mind-sets, where they see obstacles as insurmountable, to positive mind-sets, where they see that change is possible-- and take action. Using scientifically proven communication strategies, we have the ability to increase others' happiness and success at work, as well as our own, instantly making us more effective leaders. New research from the fields of positive psychology and neuroscience shows that small shifts in the way we communicate can create big ripple effects on business and educational outcomes. Gielan reveals the keys of communicating more effectively to influence others and drive measurable results.

9:30 AM - 10:15 AM

EACUBO Update

10:30 AM - 11:30 AM

Concurrent Session

Data-driven Strategies for Enrollment Management

Mr. David Capitano, CPA, Baker Tilly US, LLP

Dr. Alan Caniglia, Franklin and Marshall College

Emily Coleman, HAI Analytics

The increased trend in data analytics makes it an essential part of the annual planning process, from tuition and financial aid decisions to recruitment and retention strategies. Institutions are using data to understand student needs in a way that ensures affordability for all enrolled students. At the same time, they are using data to balance the budget and maintain a steady revenue stream to ensure fiscal resiliency.

 

Data analytics is a journey, and there are many destinations. From admissions and enrollment to endowments and scholarships, data is key. But where there is opportunity, there are also hurdles. Join us as we discuss the key takeaways and lessons learned from Franklin & Marshall College’s experience setting data-informed strategic plans. This case study will provide insight into how to successfully implement a data-driven approach to enrollment management and refocus institutional strategy optimally by using data.

New Approaches and Changing Perspectives: Post-Pandemic Facilities Management in Higher Education

Ms. Amy Bosio, Georgian Court University

Mr. Paul Estes, Aramark

Mr. Matthew S. McManness, Manhattan College

Prior to the pandemic, Manhattan College and Georgian Court University each faced increasing competitive pressures. These pressures precipitated distinct journeys to transform campus facilities, energy, and dining operations, while addressing operational, financial, cultural, and political challenges throughout the pandemic. Considering recent economic realities, their decisions to bundle services and seek external expertise have proven to be keen and forward-thinking. These institutions will share decision-making processes, hurdles overcome, and transition strategies of their respective campus transformations. And they will discuss the resulting positive financial impacts, service improvements, and enhanced employee benefits, in the context of current and future operating environments.

Workforce Planning: The Key to Strategic Budget Planning

Mr. Joe Lewandowski, State University of New York at Buffalo

Ms. Laura E. Hubbard, State University of New York at Buffalo

Mr. Mark Coldren, State University of New York at Buffalo

How can an institution effectively get every unit and group on campus to do effective workforce planning? With people being the largest cost for every higher education institutional budget, it is imperative that strategies are developed to control the effectiveness and overall cost of what and how we do work on our campuses. Join the University at Buffalo, State University of New York in an interactive session to explore their approach to analyzing the overall spend and application of its workforce within the annual resource planning process. The session will share how UB units categorize positions into distinct groups to facilitate future budget planning and then connects that information to an overall model to analyze the total “people spend” for the university.

11:30 AM - 11:45 AM

Break

11:45 AM - 12:45 PM

Concurrent Session

Enterprise Risk Management and Insurance – United by Risk

Steven Russell, Marsh USA, Inc.

Mr. Roger C. Fell, Marsh USA, Inc.

Mark Turkalo, Marsh USA, Inc.

Ms. Jean Demchak, Marsh USA, Inc.

Mr. Edward J. Steinmetz, The University of Scranton

The pandemic sorely tested many industry sectors to evolve in ways never expected, especially higher education.  Many institutions were affected by this dynamic and are rapidly adjusting to changes across campus, especially in how risks are managed in a more holistic way.   Is your institution prepared to meet the evolving expectations of how management of risk meets the needs of the future?   This session will provide insight about the current ERM framework, factors influencing approach to the process, and new areas being included in the ERM model. 

We will also review the higher education insurance market conditions of 2021, and expectations for 2022, with a focus on General Liability, Excess Liability, Automobile, Workers’ Compensation, Educators Legal Liability, Fiduciary Liability, Cyber and Property insurance.

Leveraging Academic Program Costing in Financial Strategic Planning

Mr. Matthew Kogut, University of New England

David Woodward, Higher Education Financial Consultant

As financial pressures mount on colleges and universities, many institutions are adopting program costing practices to better inform their strategic and financial planning.  Program costing remains, however, difficult to define and its application varies significantly by institution.  This session will provide an overview of program costing in higher education, recommend a framework to define and develop program costing at your institution and review ways program costing has benefited decision making at UNE.

The Campus and Student Experience of the Future

Elizabeth Hansen, University of Pennsylvania

Shantey Hill-Hanna, St. Josephs College New York

Ms. Elizabeth Ireland, Grant Thornton LLP

The COVID-19 pandemic upended higher education institutions and the traditional campus experience very quickly in 2020 and left them impacted well into 2021 – technology spending increased while buildings sat idle; courses and student interactions were forced to become virtual after online delivery of curriculum had otherwise experienced varied success.

As we emerge, institutions must weigh expanding online options, uncover how their facilities teams can support shifting physical space needs, reimagine the campus and student experience of the future, and recalibrate resource allocations. Grant Thornton will facilitate a panel discussion with representatives from various institutions (see speakers and panelists) who will discuss challenges, issues, and opportunities as higher education prepares for “what’s next”. These individuals will offer perspectives regarding real estate, facilities, campus experience, resource allocation, and student services, highlighting lessons learned and key takeaways from being in their roles during this pivotal time in higher education.

3:00 PM - 4:15 PM

Concurrent Session

Accounting Update

Ms. Megan Herlihy Asklar, CPA, CliftonLarsonAllen

Ms. Christina Bowman, CPA, CliftonLarsonAllen LLP

Mr. Michael Johns, CliftonLarsonAllen LLP

Leadership Transition: A Roadmap & Strategy for Stepping into the CBO Role

Mr. Howard J. Teibel, Teibel Education Consulting

Patrick ORourke, University of Colorado Boulder

What can someone do to cultivate a change in professional identity? What skills and sensibilities enable someone to shift into a new role in a different domain? What actions can someone take as they transition from a familiar organization to unfamiliar territory?

The work starts with synching up your professional accomplishments to date with the new opportunity that presents itself and then have the courage to explore and engage others around this vision. Once you make this pivot, what does the first year look like? How do you balance learning your new organization with the need to move quickly to establish credibility? How you build trust with a team whose members have greater subject matter expertise than you? In this session, we will explore the preparation and mindset that will contribute to making this shift into this new role and how to navigate your first year.

The Power of Strategic Modeling: How to Drive Innovation and Change through Agile Planning

Ms. Alice Turbiville, Swarthmore College

Mr. Michael Nicolescu, PFM Group

Planning practices suggest that; long-range planning is typically responsive, strategic planning brings adaptability, and contextual planning provides a proactive outlook. And while important, linking the three environments to visualize a full-field view of possible futures has been impossible until now. As the paradigm of higher education continues to shift, strategic planning practices and technology have evolved. Academic finance leaders now experiment, explore, and take more of a strategic lead—moving their institution forward in a financially intelligent manner.

 

This session will describe the critical elements to connect your planning efforts, create an agile team, test innovative ideas, and assess financial performance.

 

Co-presenter, Swarthmore University, will provide their contextual experience on the subject:

  • Long-term strategic planning concerning their Energy Master Plan
  • Modeling their way to carbon neutrality
  • Financial implications of their capital plan

 

4:30 PM - 6:00 PM

Networking Reception

Close out EACUBO’s first in person meeting since 2019 by joining your colleagues and new friends to celebrate being together again and share what you have learned over the last two days.