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N E X T Y E A R I S H E R E !1

ABOUT THE ANNUAL MEETING

Greetings!

On behalf of the Board of Directors and our many volunteers, it is my pleasure to welcome you to CACUBO’s 2018 Annual Meeting! We are excited to return to the Windy City and the Marriott Downtown Magnificent Mile!

Since we last met at the 2017 Annual Meeting in Columbus OH, the winds of change continue to impact our industry, including tax reform that will affect all of our institutions and increasing public scrutiny on rising college costs and the value of higher education. As we manage our current realities, planning for the future is of critical importance.

This year’s theme is Next Year is Here! This tagline often associated with the Chicago Cubs also serves as an effective rallying cry for our work. In a rapidly changing environment, we must be well-prepared and well-connected. The 2018 Annual Meeting will provide the opportunity for you to consider and prepare for many of the timely topics in higher education, including cyber security, leading and managing our highly valued human capital, current updates on FASB and GASB, and many more. Just as important, the Annual Meeting will provide you a rich networking environment where you can connect with colleagues and learn about products and services available from our trusted business partners.

This year, we are pleased to open the Annual Meeting on Sunday morning with a certificate-earning session by the Federal Emergency Management Agency (FEMA) on Critical Incident Management. Sunday morning concurrent sessions will also feature an interactive program on “How to Engage a Talent-Based Culture”, and a presentation on the Tax Cuts & Jobs Act. Our first day of learning and connecting will conclude with an exciting Opening Reception at the 360 Chicago Observation Deck, located on the 94th floor of the John Hancock Center!

Please visit CACUBO.org to find the latest information on the 2018 Annual Meeting, including the full conference program and session information.

Next Year is Here!

Greg DeppongCACUBO President

Gregory Deppong, CACUBO President

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CACUBO BOARD OF DIRECTORS

2018 ANNUAL MEETING HOST COMMITTEE

President: Gregory Deppong.............................................................Controller, Michigan State University1st Vice President: Susan Scroggins........................VP for Finance & Administration, Valparaiso Univ. 2nd Vice President: Diana Kuhlmann..................VP for Finance & Administration, Emporia State Univ. Immediate Past President: Mary La Grange....................................Controller, University of Nebraska-Lincoln2nd Past President: Peter T. Murtaugh.................VP for Finance & Administration, Ranken Technical CollegeTreasurer: Ginger Hintz........Controller & Director of Financial Services, Univ. of Wisconsin SystemSecretary: Jill Yates..Director, IT-Business Administration, Southern Illinois University Edwardsville At Large Members:

Hal Jankowski...............................................................................................Business Officer, University of CincinnatiRobert Swanson............................................................................................Controller, Bowling Green State University Susan Palmer.................................................VP for Finance & Administration, College of Saint BenedictMike Volna.....................................................Associate VP Finance & Controller, University of MinnesotaLisa Freiburger........................................VP for Finance & Administration, Grand Rapids Community CollegeGavin Leach.......................VP for Fin & Admin & Treasurer of the Board of Trustees, Northern Michigan Univ.Vickie Fredrick.................................................................................................Marketing & Communications Editor

Gregory Deppong....................................................................................President, Michigan State UniversitySusan Scroggins.............................................................................First Vice President, Valparaiso UniversityHal Jankowski.......................................................................................................Host Chair, University of CincinnatiJulee Sherman...........................................................................Program Chair, Central Methodist UniversityDiana Kuhlman............................................................................................................... Emporia State UniversityRob Hupp.................................................................................................................................Ohio State UniversityRosiel Marasco...............................................................Indiana University-Purdue University IndianapolisAngela Wolgram.............................................................................................................Emporia State University Mike Obbink........................................................................................................University of Nebraska-OmahaPamela Cain.............................................................................................................................Iowa State UniversityMark Volpatti..................................................................Indiana University-Purdue University IndianapolisFran Willbrant.....................................................................................................................Kansas State UniversityTammy Martin................................................................Indiana University-Purdue University IndianapolisJeff Wilhelmi...........................................................................................................St. Catherine University - MNKaren Goodwin...................................................................................................................University of CincinattiPat Comley...............................................................................................................Business Partner Coordinator

N E X T Y E A R I S H E R E !

2018 ANNUAL MEETING PROGRAM COMMITTEEGregory Deppong............................................President, Michigan State University Susan Scroggins........................................1st Vice President, Valparaiso UniversityJulee Sherman...................................Program Chair, Central Methodist UniversityHal Jankowshi.......................................................Host Chair, University of CincinnatiSteven Mandeville.............................................................................Maryville University Marty Mickey............................................................................National Louis UniversityCuba Plain...........................................Missouri University of Science & TechnologyRobert Swanson..........................................................Bowling Green State University Kristi Thompson................................................................................University of KansasShari Mayer...........................................................................................Carleton University

QUESTIONSHal Jankowski Host Committee ChairEmail: [email protected]: (513) 556-1203

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HOTEL INFORMATION

AIRPORT INFORMATION

FUTURE PROFESSIONAL DEVELOPMENT EVENTS

CHICAGO MARRIOTT DOWNTOWN MAGNIFICENT MILE540 North Michigan AvenueChicago, IL 60611(312) 836-0100Room rates: $279 per room

Chicago Midway International Airport (MDW)Hotel direction: 12.1 miles NEGO Airport Express; fee: $27 (one way)Estimated taxi fare: $40 (one way)Subway service, fee: $2.25 (one way)

Chicago O’Hare International Airport (ORD)Hotel direction: 15 miles SEGO Airport Express; fee: $32 (one way) Estimated taxi fare: $45 (one way)March 31 - April 2, 2019

Accounting & Business Operations WorkshopIndianapolis, IN

July 29 - 31, 2019Women’s Leadership Institute Chicago, IL

September 29 - October 1, 2019Annual MeetingMinneapolis, MN

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ANNUAL MEETING ATTIRE

Suggested attire for all sessions and meals is business casual. Meeting rooms are often cool; dressing in layers is recommended.


MEALS & RECEPTIONS

EXHIBIT HALL OPEN

• Sunday, September 30, 2018, 12:00 PM - 1:00 PM First Time Attendee Lunch & Returning Attendee Lunch

• Sunday, September 30, 2018, 6:30 PM - 8:30 PM Opening Reception - John Hancock Building

• Monday, October 01, 2018, 7:15 AM - 8:00 AM Hot Breakfast & Program for Attendees

• Monday, October 01, 2018, 11:30 AM - 12:45 PM Lunch & Program

• Monday, October 01, 2018, 5:15 PM - 6:00 PM Business Partner Reception

• Tuesday, October 02, 2018, 7:15 AM - 8:00 AM Breakfast & Business Meeting

• Tuesday, October 02, 2018, 11:50 AM - 1:20 PM Lunch & Program

• Sunday, September 30, 2018, 11:00 AM - 1:00 PM• Sunday, September 30, 2018, 3:30 PM - 4:30 PM• Monday, October 01, 2018, 9:00 AM - 11:30 AM• Monday, October 01, 2018, 4:30 PM - 5:15 PM• Tuesday, October 02, 2018, 9:00 AM - 11:00 AM

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REGISTRATION INFORMATION

ANNUAL MEETING REFUNDS

Please register for the Annual Meeting and make your hotel reservations online from our website at cacubo.org and by clicking on “Annual Meeting”. Hotel reservations made by Thursday, September 6, 2018 will automatically receive the special CACUBO room rate.

Cancellation requests will be processed by CVENT on the CACUBO registration website. If you wish to substitute another individual, contact Angela Wolgram at [email protected], for more information. Annual meeting registration cancellations received on or before August 31, 2018 are eligible for a refund less a $100 administrative fee. Registrants canceling after and conference no-shows are liable for the full amount due.

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BUSINESS PARTNERS MINI-SHOWCASES - EXHIBIT HALL

How to Meet Today’s Requirements for Student-Centric Financial Aid by Oracle

Higher Ed Survey Results by BKD

Driving Down Costs by Utilizing Risk Management Best Practices by IMA, Inc.

Maximizing Retirement Plan ROI by Straightline

Private Equity Returns by Sibson Consulting

Better Budgeting for Higher Education by Questica Budget

Next Gen eCommerce-Taking Your Campus-Wide Payments to a Whole New Level by Tuition Management

Spending Policy and Long-Term Sustainability by Mason Investment

Results from the 2017 Benefits Strategy and Benchmarking Survey for Higher Education by Gallagher

9/30/2018

9/30/2018

9/30/2018

9/30/2018

10/1/2018

10/1/2018

10/1/2018

10/1/2018

10/2/2018

11:30 AM - 11:50 AM

12:20 PM - 12:40 PM

3:30 PM - 3:50 PM

4:00 PM - 4:20 PM

9:00 AM - 9:20 AM

9:30 AM - 9:50 AM

10:00 AM - 10:20 AM

4:30 PM - 4:50 PM

9:45 AM - 10:05 AM


GENERAL SESSION SPEAKERS

Arne Duncan Arne Duncan was the ninth U.S. Secretary of Education. Duncan served under President Barack Obama from January 20, 2009 through January 1, 2016. Duncan’s tenure as secretary was marked by a number of significant accomplishments on behalf of American students and teachers. He helped to secure congressional support for President Obama’s investments in education, including the American Recovery and Reinvestment Act’s $100 billion to fund 325,000 teaching jobs, increases in Pell grants, reform efforts such as Race to the Top and Investing in Innovation, and interventions in low-performing schools. Additionally, he helped secure an additional $10 billion

to avoid teacher layoffs; the elimination of student loan subsidies to banks; and a $500 million national competition for early learning programs. Under Duncan’s leadership at the Department, the Race to the Top program was given the incentives, guidance, and flexibility it needed to support reforms in states.

Brian Hainline Brian Hainline, M.D., is Chief Medical Officer of the National Collegiate Athletic Association (NCAA). As the NCAA’s first Chief Medical Officer, Hainline oversees the NCAA Sport Science Institute, a national center of excellence whose mission is to promote and develop safety, excellence, and wellness in college student-athletes, and to foster life-long physical and mental development. The NCAA Sport Science Institute works collaboratively with member institutions and centers of excellence across the United States. For over 30 years, Hainline has been actively involved in sports medicine, including serving as Chief Medical Officer of the US Open Tennis Championships and the United

States Tennis Association. He is co-author of Drugs and the Athlete, and played a pivotal role in the rollout of drug testing and education worldwide. He is currently chair of the American Academy of Neurology’s Sports Neurology Section. Hainline is Clinical Professor of Neurology at New York University School of Medicine and Indiana University School of Medicine.

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GENERAL SESSION SPEAKERS

Michael Dorn We all know that safety is any school’s first and most important responsibility. Michael Dorn serves as the Executive Director of Safe Havens International Inc., a global non-profit school safety center whose analysts have worked in more than two dozen countries. During his 36-year career, Dorn served as a campus police officer, corporal, sergeant, lieutenant and school district police chief. He was then appointed as the School Safety Specialist for the State of Georgia and later as the Lead Program Manager of the Terrorism Division of the Georgia Office of Homeland Security. Dorn was selected as the top school safety expert by Jane’s, the British intelligence, defense and security publisher after an

international search. Dorn has also provided post-incident assistance to law firms, school systems, state agencies and insurance carriers for thirteen active shooter and targeted school shooting incidents in K12 schools in the United States and Canada.

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Sunday, September 30, 20188:30 - 11:30

9:30 - 11:30

10:30 - 11:30

11:00 - 1:00

12:00 - 1:00

12:00 - 1:00

1:00 - 2:15

2:30 - 3:30

3:30 - 4:30

4:30 - 5:30

6:30 - 8:30

Morning Workshop: Critical Incident

Management presented by FEMA

Morning Workshop: How to Engage a

Talent-Based Culture by Dottie Harpool

Tax Cuts and Jobs Act of 2017 - How to

Implement by BKD

Exhibit Hall Open

First Time Attendee Lunch

Returning Attendee Lunch

General Session - Arne Duncan

Concurrent Sessions #2

Exhibit Hall Open


Opening Reception - John Hancock Building

7:30 - 8:00

7:45- 9:00

9:00 - 11:30

10:30 - 11:30

11:30 - 12:45

1:00 - 2:10

2:20 - 3:20

3:30 - 4:30

4:30 - 5:15

5:15 - 6:00

Breakfast

NACUBO - Advocacy on the Hill

Exhibit Hall Open


Constituency Councils Lunch

General Session - Michael Dorn



Exhibit Hall Open

Business Partner Reception

Monday, October 01, 2018

7:15 - 8:00

8:00 - 9:00

9:00 - 11:00

10:30 - 11:50

11:50 - 1:20

1:30 - 2:30

2:30 - 3:20

Breakfast and Business Meeting

Special Session - Communicating

Complex Ideas

Exhibit Hall Open


Lunch and General Session - Brian Hainline



Tuesday, October 02, 2018

CONCURRENT SESSIONS AT A GLANCEChicago Ballrooms - 5th Floor

Critical Incident Management How to Engage a Talent-Based Culture

Tax Cuts and Job Act of 2017 - How to Implement

How to Make Performance Appraisals Work

Best Practice Winner Highlights

Are Jim Collins’ Ideas Still Relevant for Higher Ed Today?

Your Investment Consultant Relationship - How to Search, Select and Optimize Your Relationship

An Urgent Message from the National Weather Service

Tuition Reductions: Practical Advice and Perspectives of an Emerging Pricing Strategy

Is Your Anti-Corruption Program Working? 10 Questions Every Executive Team Should Ask of Their Athletic Program

Maximizing the Audit ProcessWho’s Da BossUnderstanding the DOE Composite Score

Streamline Reports Implementing New Tax Law Changes What Business Officers Need to Know About Campus Policing

Leading the Journey to New Economic Models

Is College Worth it?

The Great Game of Education: Know and Teach the Rules, Follow Action, Provide a Stake in the Outcome

FASB: Implementing the New Presentation of Financial Statements of Not for Profit Entities

GASB Update and Implementingthe New OPEB Standard

Effective Transitions - Avoiding Challenge and Capitalizing on Opportunities

The Resistance to Change: A Leadership Opportunity

Preventing and Preparing for Active Assailant Events

Teaching in the Age of Anxiety

Fostering Diversity and Inclusivity on Campus

A Jeopardy Approach - Steps You Can Take Outside the FA Office to Protect Title IV Program Participation

A New Benefits and Rewards Frontier for New Age of Talent Management

I have an Information Security Program, What am I Missing?

Going Paperless: Automating Your P Card Reporting System

Future of the Campus Bookstore

Sunday September 30, 2018

Monday October 1, 2018

Tuesday October 2, 2018

Morning Workshops









What is this Thing Called Higher Education


Sunday Morning Workshops and

Session #1Sunday, 8:30 am - 11:30 am

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Sunday, September 30, 2018, 8:30 AM - 11:30 AM

Presenters: FEMA

Session Description:We’re excited to have the opportunity for our membership to participate in a FREE workshop from FEMA. Learn the skills necessary to manage a critical incident by applying and implementing an all-hazard, multidisciplinary command and management team approach. This workshop specifically emphasizes the unique aspects of response to a critical incident on a campus. Participants of the entire workshop will receive a FEMA certificate. Pre-registration for this workshop is encouraged as slots are limited for this session.

CPE Information:Delivery Method: Group-LiveSubject Area: Specialized KnowledgePrerequisite: NoneKnowledge Level: BasicRecommended CPE: 3.6 hours

101: Critical Incident Management

Sunday Morning Workshop

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Presenter: Dottie Harpool, Management Consultant at Wichita State University

102: How to Engage a Talent-Based Culture

Session Description:Gerald Graham has been involved with the Leadership Institute for CACUBO for several years. Take advantage of this session with him! Highlights of this interactive session include: How to recognize talent; why job-fit is critical; and suggestions for clarifying expectations; developing talent and dealing with employee weaknesses.

CPE Information:Delivery Method: Group-LiveSubject Area: Personnel/HR Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 2.4 hours

Sunday Morning Workshop

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Presenters: Rebekuh Eley, BKD Edward Jennings, University of Michigan

Session Description:The Tax Cuts and Jobs Act of 2017 had several provisions which directly impacted the higher education industry. This session will explore the law, new guidance that has been issued and a practical approach to implement the law and reduce taxes. The session will also allow opportunities for open discussion.

CPE Information:Delivery Method: Group-LiveSubject Area: Taxes Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

103: Tax Cuts and Jobs Act of 2017 - How To Implement

Session 1

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Concurrent Sessions #2Sunday, 2:30 pm - 3:30 pm

Sunday, September 30, 2018, 2:30 PM - 3:30 PM

Session Description:How to evolve from dreading performance appraisals to enjoying the process. Recognize the inherent conflicts and learn three ways to make your current system work better.


201: How to Make Performance Appraisals Work

Session 2

Presenter: Dottie Harpool, Wichita State University

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Presenters: Darren Campbell Tree of Life Bookstores Paul Blair, Grace College

Session Description:Ten to fifteen years ago, Amazon changed the textbook industry by creating a secondary market. Another big change is coming. This time, the leaders in the textbook publishing industry have a plan to disrupt the secondary market. Come hear how exciting developments in this area are going to positively impact your students, faculty, and campus store.

CPE Information:Delivery Method: Group-LiveSubject Area: Management Services Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

202: Future of the Campus Bookstore

Session 2Sunday, September 30, 2018, 2:30 PM - 3:30 PM

Presenters: Jim Sibenaller & Jim Pardonek, Loyola University Mike Cullen, Baker Tilly

Session Description:Cybersecurity investments are no longer a nice to have, they are a must for higher education institutions. Cyber threats, and vulnerabilities continue to change and expand. However, cybersecurity people, tools, and services are not cheap. So in an era of constrained budgets and competing priorities, how does your institution know how and where to invest for cybersecurity. In this interactive presentation, we will share practical steps for assessing your risks, developing a cybersecurity program to address the risks, and making the most of your resources. Using audience polling to engage participants.

CPE Information:Delivery Method: Group-LiveSubject Area: Information Technology Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

203: I have an Information Security Program, What am I Missing?

Session 2

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Sunday, September 30, 2018, 2:30 PM - 3:30 PMSession 2

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Presenter: Greg Naviloff, Director, RSM

Session Description:The federal investigation into activities between Adidas and several university basketball programs created a wave of uncertainty for institutions around the strength of their anti-corruption program. While athletic departments are the most recent to come under scrutiny, the risk for corruption and bribery exists with a variety of third-party relationships that could span numerous departments within an institution. The potential financial loss and reputational harm can be devastating to a college or university. During this session, we will address 10 key questions to help ensure the proper internal controls and compliance programs exist to mitigate an institution’s risk.

CPE Information:Delivery Method: Group-LiveSubject Area: Regulatory EthicsPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hour

204: Is Your Anti-Corruption Program Working? 10 Questions Every Executive Team Should Ask of Their Athletic Program

Sunday, September 30, 2018, 2:30 PM - 3:30 PMSession 2

Presenter: Greg Deppong, Michigan State UniversityMary LaGrange, University of Nebraska–LincolnElizabeth LaRocca, NACUBO

Session Description:Business officers new to higher education face numerous challenges. If you have worked in higher education for fewer than three years, take this opportunity to connect with colleagues and discuss the complexities of financial management in a college or university environment. This session is for all business officers, all levels – chief, college, department, etc.

Learning Objectives:• Better understand higher education lingo and culture.• Explain concepts such as tenure and shared governance.• Increase campus engagement through departmental or campus- wide initiatives.

CPE Information:Delivery Method: Group-LiveSubject Area: Special KnowledgePrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hour

205: What Is This Thing Called Higher Education?


Concurrent Sessions #3Sunday, 4:30 pm - 5:30 pm

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Presenters: All winners

Session Description:Two of the 2018 Best Practice Winners will provide a brief presentation.

CPE Information:Delivery Method: Group-LiveSubject Area: Specialized Knowledge Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

301: Best Practice Winner Highlights

Session 3



Presenters: Christopher Lee, Lawrence University Marty Mickey, NLUJanet Leong, J.P. Morgan

Session Description:As our nation becomes more diverse, it’s important that education within a diverse environment prepares students for life in a complex society. Studies show that working with others from different backgrounds improves the learning environment, and diverse faculty and staff helps grow diversity and inclusivity among the student body. This panel will discuss the importance of having diverse faculty and staff, initiatives to improve diversity and inclusivity on campus, and success stories/lessons learned.

CPE Information:Delivery Method: Group-LiveSubject Area: Behavior Ethics Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

302: Fostering Diversity and Inclusivity on Campus

Session 3

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Presenters: Anne Cartwright, Husch Blackwell Julee Sherman, Central Methodist University

Session Description:Title IV FSA programs are a lifelines for most students and institutions of higher education. This trivia-formatted presentation for non-Financial Aid professionals will examine DOE trends, best practice compliance tools and easy fixes aimed at protecting your student aid programs and maximizing program review outcomes.

CPE Information:Delivery Method: Group-LiveSubject Area: Accounting Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

303: A Jeopardy Approach - Steps You Can Take Outside the FA Office to Protect Title IV Program Participation

Session 3

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Sunday, Septmeber 30, 2018, 4:30 PM - 5:30 PM

Presenter: Caroline Melson, Arthur J. Gallagher & Co.

Session Description:Despite the evolution of rewards strategies, historic generational shifts, greater availability of market data, and dramatic improvements in technology, many institutions are still operating from an obsolete benefits & rewards paradigm. Competitiveness in talent markets for many employers will require significant changes in how they design and implement benefits and rewards programs now and into the future. In this session, we will address critical building blocks necessary for a 21st Century-oriented employment value proposition.


304: A New Benefits and Rewards Frontier for a New Age of Talent Management

Session 3

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Leadership SessionMonday, 7:45 am - 9:00 am

Monday, October 01, 2018, 7:45 AM - 9:00 AM

Presenter: Liz Clark, Senior Director of Federal Affairs

Session Description:Hear from NACUBO ‘s Senior Director of Federal Affairs regarding what’s going on in Washington D.C. that relates to Higher Education.

CPE Information:Delivery Method: Group-LiveSubject Area: Specialized Knowledge Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1 hour

400: NACUBO Introduction and Advocacy on the Hill

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N E X T Y E A R I S H E R E !31 32

Concurrent Sessions #4Monday, 10:30 am - 11:30 am


Presenters: Bill Dillon & Megan Cluver, Deloitte Rajiv Shenoy, Apogee, Inc.Mary LaGrange, moderator

Session Description:The ability of university leadership to achieve the institutional mission continues to be challenged across multiple fronts. In his monograph, Good to Great and the Social Sectors, Jim Collins outlines the attributes which differentiate “great leaders” – and provides a framework for great institutions. Our panel will examine the enduring principles of Dr. Collins’ work and examine how leaders can confront the challenge of leveraging technology as an enabler of institutional greatness - not a disruption to the institution’s mission. We will also explore how these principles relate to an increasingly diverse workforce confronting the need for transformational change.

CPE Information:Delivery Method: Group-LiveSubject Area: Business Management and Organization Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

401: Are Jim Collins’ Ideas for Higher Ed Still Relevant Today?

Session 4



Presenter: Dom Belmonte

Session Description:Ironically, while interest in teaching as a career wanes, its potential for import and impact has become more crucial. In todays hyper-sensitized, information-sodden society, children surrounded by so much have never felt so bereft, so anxious. Rising suicide incidents, the perniciousness of cyberbullying, the maelstrom of political upheaval and the terror of school violence have hijacked the educational experience. As parents, as supporters of collegians seeking the teacher’s journey, we all must band together to support a newer educator-protector.

CPE Information:Delivery Method: Group-LiveSubject Area: Specialized KnowledgePrerequisite: NoneKnowledge Level: OverviewRecommended CPE: 1.2 hours

402: Teaching in the Age of Anxiety

Concurrent Session 4

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Concurrent Sessions #5Monday, 2:20 pm - 3:20 pm

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Monday, October 01, 2018, 2:20 PM - 3:20 PM

Presenters: Pete Murtaugh, Ranken Technical College Julee Sherman, Central Methodist UniversityJon Swanson, Graystone Consulting

Session Description:Recently, CFO’s Julee Sherman (Central Methodist University) and Pete Murtaugh (Ranken Technical College) have championed their respective organizations through an exhaustive search and selection process for a new investment consultant. They are joined by Jonathan Swanson from Graystone Consulting, the firm that their committees ended up engaging. This session takes a deep dive into the work they did and the decisions that were made as part of that process. Sub-topics will include when/why to go out for an RFP, how to get a robust list of potential candidates, non-discretion vs. partial discretion vs. OCIO, and process best practices. Graystone will also opine on how they bring big school access and resources to the small-to-mid higher education community.

CPE Information:Delivery Method: Group-LiveSubject Area: Finance Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

501: Your Investment Consultant Relationship - How to Search, Select and Optimize Your Relationship

Session 5



Presenters: Jeff Gibson, Director of BudgetingMaryann Mitts, Asst. Professor, Missouri Southern State University

Session Description:Missouri Southern State University (MSSU) is collaborating with The Great Game of Business (GGOB) to adapt and implement GGOB concepts at MSSU. GGOB management concepts are rooted in the awarding winning book The Great Game of Business by Jack Stack. MSSU is the first University to actually implement these organization changing concepts in a higher education culture thus giving birth to the Great Game of Education (GGOE). In September 2017, MSSU received the pioneer award at the GGOB Gathering of the Games (annual meeting) for their efforts to implement GGOB concepts in a higher education organization.

CPE Information:Delivery Method: Group-LiveSubject Area: Business Management and OrganizationPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

502: The Great Game of Education: Know and Teach the Rules, Follow Action, Provide a Stake in the Outcome

Session 5Monday, October 01, 2018, 2:20 PM - 3:20 PM

Presenter: Mark Saine, TIAA Leadership Development

Session Description:This session focuses on managing resistance to organizational change efforts. Whenever a change is announced, most people will eventually find themselves resisting in some manner the change. This session focuses on that resistance and how to overcome the resistance that naturally occurs during times of change.

CPE Information:Delivery Method: Group-LiveSubject Area: Business Management and OrganizationPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

503: The Resistance to Change: A Leadership Opportunity

Session 5

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Presenter: Michael Dorn

Session Description:Join Mr. Dorn in a smaller audience to continue a dynamic conversation regarding campus safety.


504: Preventing and Preparing for Active Assailant Events

Session 5


Concurrent Sessions #6Monday, 3:30 pm - 4:30 pm

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Presenter: Liz Clark, NACUBO

Session Description:Explore the general public’s changing attitudes about the relevance of higher education and the disconnect between higher education leaders and American voters. Understand how student debt and college costs have captured public attention in recent years and how prospective students, families, voters and lawmakers are responding. Explore tools from NACUBO designed to help business officers tell their institution’s story and reinvigorate the public understanding of the value of higher education.

CPE Information:Delivery Method: Group-LiveSubject Area: Communication and MarketingPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

601: Is College Worth It?

Session 6



Presenters: Heidi Hobkirk, RSM Jennifer Randazzo, Sr. Director of Financial Affairs, Palmer Chiroprac-ticSession Description:Presenting on the new ASU 2016-14 that is required to be implemented for FY beginning after December 15, 2017. Palmer early adopted the ASU. Discuss the technical requirements to the new asset classification changes and related presentation on the statements. What should you be doing now and in the future to prepare?

CPE Information:Delivery Method: Group-LiveSubject Area: AccountingPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

602: FASB: Implementing the New Presentation of Financial Statements of Not-for-Profit Entities

Session 6

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Presenters: Fred Lantz, Sikich LLP.Brian Caputo, College of DuPage

Session Description:GASB has been very active recently and has issued two pronouncements. GASB Statement No 74, Financial Reporting for Postemployment Benefits Plans Other Than Pension Plans provides guidance on accounting for the OPEB plan. GASB Statement No 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions provides guidance to state and local governments employers on how to account for and report obligations from providing OPEB to their employees. This session will review those changes and other exposure drafts that impact governmental colleges and universities.

CPE Information:Delivery Method: Group-LiveSubject Area: Accounting-GovermentPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

603: GASB Update and Implementing the New OPEB Standard

Session 6

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Presenters: Mryellen Skeriik, North Central College Illinois Brian Zygmunt, Crowe Horwath LLP.

Session Description:An effective CFO is critical to the financial viability and success of higher education institutions. Often, these financial stewards of the institution will stay in their roles for extended periods of time. This reality has many benefits including experience, deep institutional knowledge and well developed relationships with other institution leaders and board members. The flipside of these benefits is they may also present potential risks and challenges when a transition becomes necessary. The good news is, when managed effectively, these risks can be addressed and mitigated and the renewed perspective can present opportunities for business office growth and enhancement.

CPE Information:Delivery Method: Group-LiveSubject Area: Personnel/HRPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

604: Effective Transitions - Avoiding Challenges and Capitalizing on Opportunities

Session 6

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Special SessionTuesday, 8:00 am - 9:00 am

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Tuesday October 02, 2018, 8:00 AM - 9:00 AM

Presenter: Sara Gorman

Session Description:For everyone who has ever felt like everything they were saying was getting lost in translation, you are not alone. Communicating complex information, including technical details and scientific data, is no easy task. But being able to do this well is becoming increasingly important in every field. In this presentation, Dr. Gorman will walk you through some of the reasons why our brains dislike complexity and will provide you with concrete ways to communicate more effectively.

CPE Information:Delivery Method: Group-LiveSubject Area: Communication and MarketingPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1 hour

700: Communicating Complex Ideas

Leadership Session

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Concurrent Sessions #7Tuesday, 10:30 am - 11:50 am


Presenters: J. Michael Locke

Session Description:J. Michael Locke is the former President and CEO of Rasmussen College and Sr. VP of Ellucian. He will bring his perspectives and challenge our views on the future of Higher Education.


701: An Urgent Message from the National Weather Service

Session 7



Presenters: Randy Roberson, NACUBO Beth Reissenwebber, Augsburg University Susan Scroggins, Valparaiso University

Session Description:Financial sustainability is critical to Universities’ ability to continue to deliver high quality services and outcomes for their students. Using the tools of the NACUBO Economic Models Project, the workshop will help participants identify a path for their institutions that is guided by the mission and value that the college provides for its students and community. Session leaders will discuss the interrelated underlying issues and present a framework that chief business officers and other stakeholders can use to understand, analyze and develop new options for their institution’s economic model.

CPE Information:Delivery Method: Group-LiveSubject Area: EconomicsPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.6 hours

702: Leading the Journey to New Economic Models

Session 7

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Concurrent Sessions #8Tuesday, 1:30 pm - 2:30 pm

Presenter: Dr. Sarah Kottich, Exec. VP of Operations and Planning, College of St. Mary (NE)

Session Description:Tuition reductions have become more frequent in the last several years, with 12 institutions announcing planned reductions for FA18. This presentation provides both a macro perspective of the prevalence of the pricing strategy, and a case study perspective of one institution. Tuition Reduction and reduced level of borrowing are discussed along with a decision framework for consideration.

CPE Information:Delivery Method: Group-LiveSubje ct Area: Specialized KnowledgePrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

801: Tuition Reductions: Practical Advice and Perspectives of an Emerging Pricing Strategy

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Tuesday October 02, 2018, 1:30 PM - 2:30 PMSession 8


Tuesday October 02, 2018, 1:30 PM - 2:30 PM

Presenter: Ryan Black, Wright State University

Session Description:Are you frustrated by the lack of functionality in the reports that your financial system is capable of producing that restrict your ability to summarize and analyze data? Do you need to transform thousands of rows of data from different sources into a summary report that can be used to help make solid informed decisions? This session will take you from novice to ninja and teach you how powerful Pivot Tables, VLOOKUP, and CONCATENATE are and how they can be used to analyze, sort, merge, filter, and present data in a more understandable way with much less work required.

CPE Information:Delivery Method: Group-LiveSubject Area: AccountingPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

802: Streamline Reports

Session 8Tuesday October 02, 2018, 1:30 PM - 2:30 PM

Presenters: Christina Renz, St. Louis College of PharmacyKim Ryan, Rubin Brown

Session Description:The presenters will walk through a live case-study focused on how St. Louis College of Pharmacy has interpreted and implemented the changes impacting the institution from the Tax Cuts and Jobs Act (the 2017 tax Act) that was signed by President Trump on Dec. 22, 2017. This session will be applicable to Private, Public and Community Colleges. Includes UBI and lessons learned.

CPE Information:Delivery Method: Group-LiveSubject Area: TaxesPrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1.2 hours

803: Implementing New Tax Law Changes

Session 8

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Presenter: Douglas Roberts, Police Chief, Missouri S&T

Session Description:Practical utilization of resources mixed with creative concepts leads to positive engagement opportunities across campus for safety of our students and community. Learn how to help build relationships, increase cohesiveness and result in increased confidence from the community in the police services.


804: What Business Officers Need To Know About Campus Policing

Session 8

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Concurrent Sessions #9Tuesday, 2:30 pm - 3:20 pm

Tuesday October 02, 2018, 2:30 PM - 3:20 PMSession 9

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Presenters: John Lenkos, Valparaiso UniversityTamara Gingerich, Valparaiso UniversityDee Parker, Valparaiso UniversityTerri Stalhut, Valparaiso UniversitySusan Scroggins, Valparaiso UniversityKim O’Quinn, Bank of America

Session Description:Valparaiso University improved its P Card reporting and approvals process by moving to a paperless system. A substantial change within the university, this required an implementation strategy addressing anxiety and doubt. We highlight the rationale for improving an outdated reporting system, selling the change on campus, the importance of assembling the right team, and a candid discussion of working with a new financial partner. We discuss the advantages of a gradual rollout and test environment, and training for all user groups. Finally, we measure the project’s success by improved workflow, increased information access, paper reduction, customer satisfaction and other efficiencies.

CPE Information:Delivery Method: Group-LiveSubject Area: Business Management and Organization Prerequisite: NoneKnowledge Level: BasicRecommended CPE: 1 hour

901: Going Paperless: Automating Your P Card Reporting System



Presenter: Raymond Krouse, Sikich

Session Description:The Composite Score is an annual financial ratio computed by the U.S. Department of Education to measure the financial health of a not-for-profit or for-profit institution. It is not, however, a measure of the educational quality of an institution. The Composite Score is a combination of three ratios including the primary reserve, equity, and net income ratios. Each of these ratios is designed to measure a financial aspect of the institution. This course is designed to explain how these ratios are calculated and interpreted but more importantly to show ways institutions can improve their composite score.

CPE Information:Delivery Method: Group-LiveSubject Area: FinancePrerequisite: NoneKnowledge Level: OverviewRecommended CPE: 1 hour

902: Understanding the DOE Composite Score

Session 9

61


Presenter: Keith Fitzsimmons, Kansas University Medical Center

Session Description:What makes a good (or bad) boss? Can anyone be the boss? Why is it that many times the best worker makes the worst boss? Who adapts to who? These are some of the areas we will take a humorous look at the how and why of being the boss. We will explore success stories(and failures) of being the boss. Plenty of time for questions, and how to fix situations.

CPE Information:Delivery Method: Group-LiveSubject Area: Personal DevelopmentPrerequisite: NoneKnowledge Level: OverviewRecommended CPE: 1 hour

903: Who’s Da Boss

Session 9

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Presenters: William LeClaire, Clifton Larsen AllenTracey Gran, St. Catherine University

Session Description:The process of annual financial reporting can be viewed as a repetitive requirement, void of fun and full of scrutiny from auditors, staff, and board members. Alternatively, it can be an opportunity to showcase the institution while delivering an effective message, all while meeting reporting requirements and avoiding reportable weaknesses. With new standards on the horizon and increasing demand for transparency, now is the time to evolve the relationship between auditor and finance staff at the institution. This session will discuss building efficient processes in creating and presenting financial reports, incorporating new standards, and highlighting key information.

CPE Information:Delivery Method: Group-LiveSubject Area: FinancePrerequisite: NoneKnowledge Level: BasicRecommended CPE: 1 hour

904: Maximizing the Audit Process

Session 9

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CACUBO MISSION

CACUBO DIVERSITY STATEMENT

CACUBO serves higher education business and finance professionals by providing opportunities for professional and personal

development and facilitating collegial relationship and networks resulting in improved management within our member institutions.

CACUBO promotes ethical behavior, innovation and through our relationships with NACUBO, advocacy for higher education.

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: www.learningmarket.org. The CACUBO sponsor identification number is 116326.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

The Central Association of College and University Business Officers (CACUBO) 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

CACUBO recognizes the benefits of cultural diversity in the workplace and encourages and promotes diverse and multicultural participation.

nxt yar is hr! - cacubocacubo.org/wp-content/uploads/2018/09/cacubo-2018...1 nxt yar is hr! about...

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