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Wednesday, March 20

7:30 AM - 8:30 AM

Next Generation Chief Business Officer Registration Opens

8:00 AM - 4:00 PM

Next Generation Chief Business Officer Session

Mr. Larry Goldstein, CPA, Campus Strategies, LLC

Supported by


2:00 PM - 5:00 PM

Early Registration for Workshop Attendees

Thursday, March 21

7:30 AM - 8:30 AM

Special Event

Networking Breakfast

Supported by

KautmanHall Axiom Logo

Registration Opens

8:30 AM - 9:45 AM

Making Strategic Investments in the Liberal Arts - and Why it Matters

Dr. Michael S Roth, Wesleyan University

Michael Roth, the President of Wesleyan University and author of Beyond the University: Why Liberal Education Matters, will discuss the value of higher education generally, and the liberal arts in particular. In our fractured, polarized culture, the commitment to broad, integrative, learning is more important than ever. This commitment is the opposite of elitist: it is pragmatic and democratic. In addition, President Roth will provide insight into a number of initiatives and programs at Wesleyan University and how they integrate within a pragmatic approach to the liberal arts education model.

Supported by

Bank of America Merrill Lunch Logo

9:45 AM - 10:15 AM

Refreshment Break

Supported by

Sentinel Benefits Logo

10:15 AM - 11:30 AM

Concurrent Session

Accounting and Auditing Update - GASB Focus

Ms. Marie Zimmerman, KPMG LLP

Ms. Renee Bourget-Place, KPMG LLP

Mr. Dean Geesler, KPMG LLP

Participants will hear insights about new GASB standards affecting financial reporting at colleges and universities in 2019 and beyond. Topics covered will include fiduciary activities, leases, reporting concerns and other matters

Supported by

Citrin Cooperman Logo

Blockchain! Bitcoin! New Technologies and Their Possible Impact on Higher Education

Mr. Sean Adams, Massachusetts Institute of Technology

Mr. Sayantan Chakraborty, U.S. Bank

As new technologies are taking hold in numerous industries, higher education institutions are at the very early stages of investigating their potential impact on campus operations. In this session, an expert in how the financial industry is exploring blockchain’s potential benefit to financial transactions will provide a generic primer of this burgeoning technology. As blockchain is the basis for cryptocurrency, two institutions of higher education will discuss their experiences with cryptocurrencies.

Supported by

Berry Dunn Logo

Modernizing Your Finance Organization

Mr. Nicholas McIntire, Slippery Rock University of Pennsylvania

Mr. Timothy L. Harlan, Slippery Rock University of Pennsylvania

Mr. John Simon, Slippery Rock University of Pennsylvania

Mrs. Molly M. Mercer, Slippery Rock University of Pennsylvania

Ms. Renee Jenkins, Slippery Rock University of Pennsylvania

Learn how one university implemented a series of improvements around people, processes and technology that has positioned them to better serve their institution, with the same level of resources. This presentation can assist you in taking the vision you have to transform the finance function and provide some practical approaches to make systematic changes to put your finance team in stronger position.

The Search for a Better Budget Model

Mr. Larry R. Ladd, Grant Thornton LLP

Mr. Anthony L. Rini, Northeastern University

Ms. Julie L Dolan, Clark University

Mr. Timothy Bowman, Harvard University

Mrs. Claire Esten, Grant Thornton LLP

As financial pressures grow, choices get more difficult to make and more radical approaches to resource allocation become more necessary. This presentation outlines alternatives to the traditional incremental budgeting approach that are more likely to match emerging needs.

Supported by

Santander Commercial Banking Logo

11:30 AM - 12:45 PM


Supported by


1:00 PM - 2:15 PM

Concurrent Session

Campus Business Officer Benchmarking Tool

Dr. Russ Hannah, Arkansas State University

Mr. Patrick J. Wamsley, Medical University of South Carolina

In 2018 EACUBO and the other ACUBOs came together and participated in the Campus Business Officer Benchmarking Initiative. The Benchmarking tool utilizes an easy-to-use online template and contains more than 100 reports. It has a filtering capability that will enable you to generate peer-group comparisons and multiyear trend reports. In this session, you will see an overview of the Benchmarking reports from the 2018 survey and you will learn how you might use it at your institution.

How Higher Education Institutions Can Prepare for Revenue Recognition

Dr. Michael J. Hoyle, Lasell College

Ms. Michelle Spriggs, CBIZ

New revenue recognition standards under ASC 606 and changes to ASC 958 are taking effect, and higher education institutions should be getting ready. Tax-exempt entities will need to consider transactions other than contributions and investment returns in order to correctly record revenue under the new accounting criteria, as well as consider the guidance that was recently released clarifying the new standards related to contributions made and received. In this presentation, we will discuss how higher education institutions can prepare for the change and best practices for implementation

Supported by

Santander Commercial Banking Logo

Organizational Health - application, implementation, and outcomes

Mrs. Muriel Brisbon, Haverford College

Ms. Twana Harris, Exude, Inc.

Mr. Gregory J Offner, Jr., Exude, Inc.

Ms. Alison DiFlorio, Exude, Inc.

Attend this session to learn an innovative approach grounded in best practice that connects your strategy to your people. Our goal is to give audience members the opportunity to engage the other leaders in their organization and help them understand the impact that alignment of strategy and culture has on your people and performance.

UVAFinance: Our Journey toward Transparency and Trust

Ms. Brandi Van Ormer, University of Virginia

Ms. Patty Marbury, University of Virginia

UVAFinance has existed as a unit made of seven departments for just three years. We came together under new leadership, as teams working in silos – accustomed to our own processes and ways of functioning and colleagues unused to working with one another. In this session, we present how we leveraged training, communication channels, and employee engagement activities in new ways to allow our team to grow in skill, become cross-functional, engage in continuous improvement, and come to think of themselves as one central unit functioning together to further the mission of the University.

2:15 PM - 2:45 PM

Refreshment Break

Supported by

Accenture Logo

2:45 PM - 4:00 PM

Concurrent Session

Breathing New Life into an Aging Residence Hall using an Innovative P3

Mr. David Yeager, Radnor Property Group, LLC

Dr. Matthew James Frist, Duquesne University

Mr. Alton Irwin, Capstone On-Campus Management (COCM)

Mr. Michael Leonczyk, Harrison Street

Hear from the University and their private sector partners as they discuss key features of an innovative public-private partnership (P3) and how it may influence future projects being contemplated on campuses around the country. The panel will address a range of topics including: why a P3 structure best met the University’s goals for this project; key features of the competitive RFP process; the financial structure; the renovation scheme; and other features of the transaction that might be replicated in future projects.

Leveraging Institutional Data to Make Informed Strategic Decisions

Mr. Marco F. Benedetti, Canisius College

Mr. Henry Cossitt, Freed Maxick

Mr. Ryan Edward Caster, Freed Maxick

Decreasing enrollment trends, downward pressure on tuition costs and increasing operating costs have made it essential that colleges and universities implement strategies to proactively manage enrollment and institutional costs. Colleges and universities will need to utilize technologies with data analytic capabilities to proactively monitor enrollment trends and costs, not only at the institutional level, but also at the program level. Presenters will discuss metrics that can be tracked, utilizing data analytic techniques and processes, and will provide examples of how to aggregate and analyze institutional data in order to drive better, informed decisions that address the challenges faced by colleges and universities today.

Supported by

M&T Bank Logo

Tax Update - Impact of Tax Reform on Colleges and Universities

Ms. Gwen Spencer, PricewaterhouseCoopers LLP

Ms. Andrea Sexton, Harvard University

Mr. Michael Quesada, Harvard University

Mr. Paul Tanis, PricewaterhouseCoopers

This session will help participants understand the tax reform provisions most relevant to institutions of higher education; the current status of IRS guidance; and real-world strategies for addressing the impact of tax reform and dealing with uncertainty.

The Yin and Yang of Change and Project Management

Ms. Marcelina Nowosadzki, Nelnet Campus Commerce

Mr. Timothy Bowman, Harvard University

Everyone in Higher Education can agree that the only constant is change. Institutions manage an endless influx of projects resulting in change: whether related to technology, regulations, tuition, students, the list is long. The parallels and differences between change management and project managed may overwhelm and confuse those who are impacted or assigned to manage the on-campus projects. So how do you achieve the right yin and yang balance between the two disciplines? In this session you will learn to identify the fine boundaries between change management and project management. We will discuss the key differences, and more importantly, how to join both disciplines and effectively utilize key concepts to your advantage and ease the stress of any transformation.

4:00 PM - 5:30 PM

Networking Reception

Supported by

Pfm Logo
Sibson Consulting Logo

Friday, March 22

7:30 AM - 8:30 AM

Special Event

Networking Breakfast

Supported by

The Fulcrum Group Logo

Registration Opens

8:30 AM - 8:45 AM


8:45 AM - 10:00 AM

Becoming Affiliation-Ready: Things You Absolutely Need to Know

Dr. David Quigley, Boston College

Ms. Anne Phillips Ogilby, Ropes & Gray, LLP

Mr. Martin J. Howard, Boston University

Dr. Barbara Brittingham, New England Commission of Higher Education, Inc.

Michael Cooney, Nixon Peabody LLP

The primary focus of the panelist style session will be on organizational orientation and capacity in a challenging financial environment. In addition to mergers, such as with Boston University and Wheelock College, the discussion will focus on collaborations and affiliations, such as The Massachusetts Green High Performance Computer Center, shared faculty housing, and more. Attendees for this session should expect to leave thinking more strategically about affiliations for their institutions, and what it takes to make them successful.

Supported by

J. P. Morgan Logo

10:15 AM - 11:30 AM

Concurrent Session

Financial Modeling: How to Move Stakeholders to Action with your Financial Story

Mr. Brandon Rosenbluth, PFM Group

Mr. Anthony Ferullo, Endicott College

Financial models are more than numbers on a page. They also tell a story about your financial future. That financial story, grounded in concrete facts and analyses, has the potential to drive real change and to create value at an institutional level. This presentation will highlight the value of developing a strategic, multi-year financial model that can strengthen institutional financial management. The speakers will provide their respective experiences on the subject: 1) creating a model and communicating with stakeholders a plan moving forward to help address flattening enrollment growth and a more advanced tool to present to new executive leadership, 2) evaluating enrollment trends and its impact on their strategic plan and accreditation and 3) from the perspective of a consultant who will share best practices and lessons learned throughout the presentation.

Not If, But When: Aligning ERM and Strategic Planning to Address Today's Risks in Higher Education

Mr. Frank Bossle, Baker Tilly Virchow Krause, LLP

Mr. Chris Garrity, Saint Joseph's University

Dr. John Park, Baker Tilly Virchow Krause, LLP

In today’s challenging and turbulent higher education environment, taking a strategic approach to risk management is more important than ever. Current events at colleges and universities across the country over the past six months illustrate how quickly past accomplishments and accolades can evaporate, emphasizing the urgency of implementing an integrated approach to strategic planning and enterprise risk management (ERM) processes. Presenters will identify best practices and lessons learned in strategic planning and provide tools to help participants to begin aligning the two activities at their home institutions.

Purposeful Collision: Fueling RCM Budgeting with Robust Analytics

Mr. Bill Ashby, University of Virginia

Mr. Mark Anderson, University of Virginia

Mr. Charles Jay Rush, Jr., University of Virginia

Five years ago, the University of Virginia president announced that the institution would transition to a responsibility center management (RCM) budget model. At that time, both institutionally and across higher education as a whole, the data analytics environment was immature but rapidly developing. Our story, about how one RCM activity center, the Batten School of Leadership and Public Policy at the University, adopted the RCM budget model and built a robust analytics environment to fuel success within it, will provide the backdrop for an engaging conversation about our critical success factors. Strategies developed, decisions made, resources allocated (people, time, funding) in support of this effort will be detailed through specific examples, including a live demonstration of two analytical dashboards built for the Batten School by University Business Intelligence (UBI). The importance of conducting a thorough readiness assessment prior to deployment will be emphasized.

Relieving Operating Budget through Central Plant Modernization

Mr. Nick Lewandowski, The Fulcrum Group

Mr. Vincent Harkins, American University

Mr. Lucas Janes, The Fulcrum Group

College and University Business Officers across the country grapple every year with strategies to reduce campus operating expenses. Few realize that a majority of campuses have an untapped opportunity to reduce millions of dollars in annual operating expenses in their central plants, dramatically reduce unexpected maintenance costs, and simultaneously substantially cut campus water consumption and carbon emissions. This session will present a case study a major transformation of the central power plant and heating infrastructure on American University’s main campus, and how through deliberate and creative planning, the capital program will achieve a 13-year payback after two-years of construction on the 3.0 million GSF campus. Presenters will also discuss the challenges of balancing competing demands for investment in new capital projects, deferred maintenance, and sustainability programs, and will discuss strategies for making smart investments that satisfy all three needs.

11:30 AM - 11:45 AM

Refreshment and Hotel Check Out Break

Supported by

Apogee Logo

11:45 AM - 1:00 PM

Concurrent Session

Creating and Managing Programs at Global Locations

Ms. Ashley Bradshaw Ferenczy, Carnegie Mellon University

Mr. Matthew Coley, Carnegie Mellon University

Mr. Mark A. Gambone, Carnegie Mellon University

Mr. Daniel Giammatteo, Jr., Carnegie Mellon University

Participants will gain an understanding of how to create and manage successful programs at global locations. Presenters will expose the audience to different financial models, sponsorships, structures, and cultures, and provide examples of some of Carnegie Mellon’s global location. 

LIBOR is likely going away after 2021. What should I be doing now to prepare?

Ms. Readie Callahan,

Mr. David L. Hammer, CPA, Lehigh University

Ms. Valarie J Allen, Ballard Spahr, LLP

Banks will no longer be compelled to submit LIBOR bids after 2021, paving the way for the termination of the index that serves as a benchmark for over $350 trillion in products. LIBOR will be replaced by the Secured Overnight Financing Rate (SOFR), a new alternative reference rate published by the Fed. The transition to SOFR will have a wide ranging impact on derivatives, bonds, commercial loans, private student loans, and mortgages, among others. This discussion will broadly focus on the how and why the global financial markets feel compelled to transition away from LIBOR as a viable benchmark, the impacts to colleges and universities, and will help college and university business officers build a toolkit that can be immediately deployed to help navigate the transition.

The Times Have Changed: Real World Tips and Strategies to Grow Revenue, Increase Enrollment, and Manage Cost

Dr. Jim Hundrieser, Association of Governing Boards of Universities and Colleges

Mr. Stephen T. Golding,

This interactive, deep-dive session explores a variety of tips, methods, and strategies that can be used to diversify and grow institutional revenue sources, increase enrollments, manage cost, and address other critical business model issues. Special emphasis is placed on the practical development and implementation of these strategies, using actual case studies as a guide. A three-step system (diagnostics, exploration, and implementation) for identifying key strategic growth building blocks will also be discussed. The ideas in this session will help you align institutional mission and strengths with new financial models for prosperity. Attendees will leave with a set of clearly articulated strategies and rationales they can utilize at their institution and will have opportunities to explore actual case studies where these strategies have been implemented with success.

University-Wide Grants Planning at Tufts University

Mr. Salvatore MA Tripoli, III, Tufts University

Mr. Stewart Clark, Kaufman Hall

Mr. Brian Cody, Tufts University

A common challenge facing many research institutions is the declining availability of federal funding. In order to adapt, Tufts has focused on increasing visibility and transparency into prospective financial planning of research portfolios. The Research Administration office partnered with the Office of Budget and Planning to make this information more reliable, timely, and available to the various constituents of the research community. Integrating the systems and training the local administrators has required changes to the workflow of research administration and led to standardization of best practices. Attendees will learn how the implementation of the Grants Module at Tufts resulted in effective change management through the implementation of a new tool. The audience will understand the collaborative framework needed between constituents, central offices, and technical experts to make change management successful.

1:00 PM - 2:00 PM

Program Adjourns