Welcome to the SACUBO 2015 Annual Meeting Session Catalog

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Digital Disbursements: Fast mobile payments that save money
Sunday, April 19 1:00 PM - 1:50 PM Grand Ballroom A&B
Session Format: Lecture
Speaker(s): Tim Sheridan
As students/vendors increasingly opt to receive funds electronically, you want to pay them through the convenience of mobile. This new offering enables institutions to send payments using just an email address or mobile phone number. Helping you speed payments, reduce costs and create efficiencies.
Help! We Invested in a Partnership: Alternative Investment Tax Issues
Sunday, April 19 2:00 PM - 2:50 PM Grand Ballroom A&B
Session Format: Lecture
Speaker(s): Janice Ratica
Alternative investments are fast becoming a portfolio component for many universities. However, the tax consequences and reporting requirements can be quite overwhelming. This presentation will provide an understanding of the pertinent rules for these types of investments to assist in compliance.
Best Practices in Outsourcing: Lessons from Beyond the Campus
Sunday, April 19 3:00 PM - 3:50 PM Grand Ballroom A&B
Session Format: Panel
Alternative operating models are continually being sought within higher education. Outsourcing continues to be a popular option for its ability to reduce cost, improve service and even refocus core competency. External delivery of both academic and non-academic functions has proven advantageous to many institutions. As Higher Education continues to evolve, it is beginning to look more actively beyond the academy for best practices. The results of a recent global survey on services and outsourcing offers insight into the state of outsourcing, its direction, desirable outcomes, and lessons for success. This session will share valuable insight and takeaways for those considering outsourcing today or in the future. What should you know as you consider outsourcing on your campus? What best practices globally have implication for higher education? Additionally, perspectives on outsourcing best practices will be shared from both the provider and institutional perspectives.
Aligned Planning: Moving from Vision through Implementation to Results
Sunday, April 19 4:00 PM - 4:50 PM Grand Ballroom A&B
Session Format: Lecture
Speaker(s): Larry Goldstein
Institutions can achieve improved effectiveness by aligning planning, resource allocation, and assessment. This session focuses on a comprehensive model using strategic and infrastructural planning to guide operational planning. Instead of relying on the budget to serve as the de facto operating plan, unit plans are developed with intentionality, resourced appropriately, and properly assessed.
Welcome Reception
Sunday, April 19 5:30 PM - 9:00 PM Mardi Gras World
Session Format:
Become a member of the SACUBO masked krewe of revelers as we strut behind the Second Line Band in true New Orleans style. In Mardi Gras World, the place where the magic is made, marvel at the larger than life floats that roll in over 40 parades in our world famous Carnival. Meet in the Hilton 1st floor lobby at 5:15 PM. Laissez les bon temps rouler! (Let the good times roll!) Sponsored by Aramark
The New Normal: Leadership and Preparedness in the 21st Century
Monday, April 20 8:15 AM - 9:15 AM Grand Ballroom A&B
Session Format:
Speaker(s): Russel Honore
From his unique perspective as Commander of Joint Task Force Katrina and his 37-year military career, Gen. Honoré shares leadership lessons and the benefits of developing a culture of preparedness. The “Category V General” discusses the essential qualities that 21st century leaders need, including “decision superiority," which he defines as the ability to “see first, understand first, and act first.” On preparedness, Gen. Honoré believes waiting until disaster hits and then responding is dealing with problems on the “right side” of disaster and that we should be dealing with the “left side” of disaster -- before it happens. Bold and insightful, Honoré’s thoughts and strategies for making the world a better place to live -- at home and abroad -- are sure to motivate audiences to see local, national, and international leadership issues in a new light
Best Practices in Long-Range Financial Planning
Monday, April 20 9:35 AM - 10:25 AM Oak Alley
Session Format: Lecture
Speaker(s): Nick Long , Tony Ard
The challenges in higher education require new approaches for budgeting and financial planning. This session will share best practices that harmonize long range planning, operational budgets, forecasting and reporting. Using scenario modeling and advanced analytics enables institutions to be more responsive to the changing external environment and increase organizational buy-in.
Capital Projects Delivery Methods
Monday, April 20 9:35 AM - 10:25 AM Belle Chasse
Session Format: Lecture
Speaker(s): Al Stoverink
This presentation will cover multiple project delivery methods including traditional design/build, federal unit cost, agency or pure Construction Management form, Negotiated Design/Build, Performance Contracting, and Job Order Contracting. The presentation will cover the basic planning, design, and construction administration processes for each, risk factors, situational factors of site, scope, methods of finance, schedule constraints, and fast track applicability for each.
Combating Title IV Fraud
Monday, April 20 9:35 AM - 10:25 AM Magnolia
Session Format: Lecture
Speaker(s): Susan Schmidt
The Office of Inspector General (OIG) at the US Department of Education (ED) conducts audits, investigations, and inspections of educational programs and operations. The OIG has criminal investigators nationwide who conduct investigations of fraudulent schemes targeting ED funds and/or programs.
myinvestiGator: A Custom Online Financial Reporting Tool for Principal Investigators
Monday, April 20 9:35 AM - 10:25 AM Elmwood
Session Format: Lecture
Speaker(s): Jim Ferrer
myinvestiGator is a web-based, easy to use decision making tool for users who wish to view and make changes to sponsored project portfolios, project details and transaction details for over 7,000 active projects. Faculty log in and are presented with the projects for which they are the Principal Investigator. The tool allows them to enter future spending projections or what-if scenarios. The added functionality allows the faculty to track spending and see up-to-date available balances without having to rely on fiscal staff to maintain duplicative “shadow” accounting systems.
SACSCOC What's in it for you?
Monday, April 20 9:35 AM - 10:25 AM Jasperwood
Session Format:
Speaker(s): David Collins
This session will address the following questions: Why is accreditation important? How can my institution begin preparing for our next reaffirmation? What is my institution’s timeline for reaffirmation? What financial documents are required? How can we make this easier, faster, and more pleasant? Why should we even care?
Textbooks, What’s Really Happening and How You Can Drive Savings
Monday, April 20 9:35 AM - 10:25 AM Rosedown
Session Format: Lecture
Over fifty percent of all students do not have textbooks. Our goal is to provide school administrators with a snapshot of the industry and what schools can be doing to gather information and implement programs that drive savings. Every school is unique and we want to provide simple ways for schools to craft their own programs, with their own goals.
CBO Retirements: Are We Ready?
Monday, April 20 10:35 AM - 11:25 AM Belle Chasse
Session Format: Lecture
Recent NACUBO demographic survey data suggest a significant increase in CBO retirements within the next five years, which points to the critical need for senior leaders to develop talented staff who will continue the legacy of the chief business officer profession. Better understand the leadership competencies – in combination with strong technical skills – that will enable current and future business officers to lead effectively. Participate in a conversation about how to build a pipeline and advance an effective succession planning strategy at your institution in order to prepare yourself and your staff to take the next step.
Equipping your Institution for the Future: Harnessing the Power of Technology and Collaboration to Drive Organizational Change
Monday, April 20 10:35 AM - 11:25 AM Oak Alley
Session Format: Panel
Hear firsthand how panelists are strategically driving organizational change within their institutions by empowering staff to examine processes and find more efficient ways to operate. These practices require staff to work together in new ways and interface with new technologies in order to be successful, fulfill their institutions missions and build a solid foundation for the future to manage through a changing landscape. These changes include applying centralized procure to pay strategies, maximizing ERP system capabilities, and using automated payment technologies to drive efficiencies and reduce costs. These practices not only strengthen the institutions but ultimately benefit all stakeholders.
Facilities of the Future: Building For the “Net Generation”
Monday, April 20 10:35 AM - 11:25 AM Jasperwood
Session Format: Lecture
Speaker(s): Robert Flanigan
This session presents a survey of the impact of the next generation’s learning experience on campus facilities. As the face of higher education continuously evolves…so must its fascia. Tomorrow’s student has been “digitally revolutionized.” The avid use of social media and the internet have shifted the learning and living paradigm from the traditional broadcast of information to participation in the gathering of information. Such a shift not only requires transformation in teaching pedagogy, but transformative learning and living spaces which support this “Net Generation.”
Loan Default Management- Everybody’s Business
Monday, April 20 10:35 AM - 11:25 AM Rosedown
Session Format: Lecture
Speaker(s): Larry Eadie
This presentation is designed to show attendees how the department of education calculates default rates for schools and gives Colleges some strategies and resources to prevent default and manage programs to reduce the loan default rates at their schools.
SACUBO Benchmarking for Beginners
Monday, April 20 10:35 AM - 11:25 AM Melrose
Session Format: Lecture
Speaker(s): Matthew Socha
Have you recently begun to participate in the SACUBO Benchmarking platform or are considering participating in the near future? This session is for you! SACUBO Benchmarking for Beginners will provide an overview of the SACUBO Benchmarking platform, including (1) Setting up an account for your institution, (2) Navigating the platform and entering data; (3) Running reports and viewing results. This session is best suited for those who are not yet familiar with the platform and want to lean more.
Supplier Relationship Management: Building a Vendor Scorecard Process
Monday, April 20 10:35 AM - 11:25 AM Elmwood
Session Format: Lecture
Scorecards provide Procurement with a metrics-based process to measure and track a strategic vendor’s performance over the life of the contract. Find out how using a simple database can help to provide clear data and, most importantly, improve relationships with your suppliers.
Washington Update
Monday, April 20 10:35 AM - 11:25 AM Magnolia
Session Format: Lecture
Speaker(s): Liz Clark
Higher education is under intense scrutiny in Washington—on Capitol Hill and within the Obama Administration. Budgetary pressures continue, and at the same time, the Department of Education is exploring new regulations and a college ratings system. Liz will share observations on today's political and economic climate and discuss the wide-ranging implications of new proposals and explore the road ahead as we move toward the next reauthorization of the Higher Education Act.
McIlhenny Company 1868 - 2015
Monday, April 20 12:15 PM - 1:30 PM Grand Ballroom A&B
Session Format: Lecture
Speaker(s): Tony Simmons
McIlhenny Company through the years.
Mitigating Risk in Your Institution’s DC Retirement Plan
Monday, April 20 1:40 PM - 2:00 PM Grand Salon
Session Format: Mini Session
Speaker(s): Pirie McIndoe
Most plan sponsors think about the investment risk within a retirement plan. There are many other types of risk that exist such as plan design risk, fiduciary risk, plan compliance and administration risk. This session will review the risks and provide ideas to mitigate them.
Risk and Compliance: The Cost of Not Knowing
Monday, April 20 2:10 PM - 2:30 PM Grand Salon
Session Format: Mini Session
Speaker(s): Rich Foley
Contracts with automatic renewals, and built-in price escalators are hiding in your filing cabinets. Faculty are buying off-contract, and putting your grant funding at risk. Researchers are buying chemicals and lab supplies that are potentially dangerous, yet not properly approved. While at the same time you are hemorrhaging cash by paying for goods never received, or because you over paid/underpaid and didn’t even know. Meanwhile, costs are doing up, enrollment is going down, and you need to get a handle on all of the above. Join us for this session to explore issues of risk and compliance throughout the Source to Settle process, and learn how you can make a difference.
Not-for-Profit Changes on the Horizon
Monday, April 20 2:40 PM - 3:00 PM Grand Salon
Session Format: Mini Session
Speaker(s): Howie Houston
In 2011, the Financial Accounting Standards Board (FASB) announced the addition of a project to improve financial reporting standards for not-for-profit entities. Join us to become aware of the new changes that are on the horizon and learn what you can begin doing now to prepare.
Financial Reporting Update for Public Higher Education
Monday, April 20 3:05 PM - 3:55 PM Grand Ballroom A&B
Session Format: Lecture
Speaker(s): Charles Tegen
Be prepared for the financial reporting changes coming for public higher education. This session will provide an update of reporting changes that have been approved or currently being discussed by the Governmental Accounting Standards Board.
The Future is Now: A FASB Update
Monday, April 20 3:05 PM - 3:55 PM Belle Chasse
Session Format: Lecture
Speaker(s): Matthew Socha
Have you ever wanted to one-up your boss through pure knowledge of accounting standards? Join this session to learn about the latest Accounting Standards Updates and Exposure Drafts and their impact on your organization. Satisfaction is guaranteed or we'll take your handouts back!
Compliance: The Value of Uncovering Hidden Costs
Tuesday, April 21 8:35 AM - 9:25 AM Elmwood
Session Format: Lecture
Higher education finds itself in an increasingly regulated world. To understand fully the financial impact, universities must be able to quantify the costs of compliance. These costs impact our finances and our tuition, and potentially divert funds from mission critical tasks. Moreover, the government’s ability to impose costs – without university quantification – may lead to inefficient and potentially ineffective regulatory schemes.
Formula's End: Space Utilization Data and What It Means
Tuesday, April 21 8:35 AM - 9:25 AM Jasperwood
Session Format: Lecture
Speaker(s): Alan Travis
Colleges and universities often struggle to connect traditional space planning approaches to space management and capital allocation decisions. Learn how the University System of Georgia formulated an innovative methodology for classifying space and measuring its utilization, and hear compelling evidence suggesting that thinking differently about space will profoundly affect university planning and improve capital planning and allocation.
How Bundling Textbooks in Tuition is Transforming the College Experience
Tuesday, April 21 8:35 AM - 9:25 AM Oak Alley
Session Format: Lecture
Join Rafter and Charlie McCormick, Provost/VP for Academic Affairs at Schreiner University, for a discussion on how Schreiner is increasing affordability and the value of its education by bundling textbooks in tuition. Hear how they provided students with 100% of their textbooks for a low, flat fee.
Simplifying Financing Decisions
Tuesday, April 21 8:35 AM - 9:25 AM Rosedown
Session Format: Lecture
Determining the optimal funding source for capital projects, including the issuance of debt, often involves complex and sometimes competing objectives. Institutional views on interest rates, governing boards comfort with leverage, internal budgeting constraints, new regulatory and tax requirements and seemingly limitless financing choices can overwhelm the financial officer. This session will attempt to distill these issues in order to assist organizations in focusing on the key items—keep it simple and strategic!
Trends in Athletic Funding
Tuesday, April 21 8:35 AM - 9:25 AM Magnolia
Session Format: Lecture
Speaker(s): Kathleen McNeely
The NCAA’s Chief Financial Officer, Kathleen McNeely, will share trends in spending in athletic programs across all three NCAA divisions and discusses current challenges. These include challenges about transparency in spending, misperceptions about NCAA revenues, and the treatment of student-athletes.
Women's Forum: Leaning In, Leading Forward
Tuesday, April 21 8:35 AM - 9:25 AM Belle Chasse
Session Format: Lecture
Mentoring, empowerment, perfectionism, the career ladder…these are some of the areas covered in Facebook COO Sheryl Sandberg’s bestselling book Lean In. Join an interactive discussion focusing on how women can set realistic expectations, advance in their careers, take risks and pay it forward. Connect with your fellow female business officers on issues related to developing your professional persona, overcoming bias, defining success, identifying mentors/mentees, and leading forward.
Innovative Budgeting & Planning
Tuesday, April 21 9:40 AM - 10:00 AM Grand Salon
Session Format: Mini Session
Speaker(s): Steve Lott
How 3 Top Universities Address Continuous Improvement.
The Many Options for the Future of YOUR Campus Store
Tuesday, April 21 10:10 AM - 10:30 AM Grand Salon
Session Format: Mini Session
Speaker(s): Mark Palmore
Today’s colleges and universities have many options when it comes to the future of the on-campus bookstore. The companies that serve the self-operated institutional store model have added more product enhancements to increase your course material sales and help you compete with the internet retailers. Outsourcing will continue to be a solution for some campuses and moving to a virtual store is another viable option. Attend this interactive session to see how using the various industry products and services that enhance course material sales will change the future of collegiate retailing. You will leave this session with information on how using the model that best fits your campus and your community can exceed both your customer service and revenue goals.
Creating a College of Choice: Overcoming Infrastructure Challenges to Make it Possible
Tuesday, April 21 11:05 AM - 11:55 AM Oak Alley
Session Format: Panel
North, south, east or west, colleges and universities throughout North America share a very similar mission: to educate, enhance and enrich the lives of students. And students today are now savvy about energy and conservation measures. In fact, 65% of first-year students choose a college based on the campus appearance and its perceived maintenance. So how is your physical environment impacting your mission? How have you rallied your school to make changes to your environment? What funding obstacles have you encountered? What measures have you implemented and what’s next? Join Arkansas State University, Florida State University and Lone Star Colleges as they share their stories on achieving their mission and advice on alignment and overcoming barriers.
Electronic Invoicing – Stop the Double Entry
Tuesday, April 21 11:05 AM - 11:55 AM Elmwood
Session Format: Lecture
Speaker(s): Kevin Patterson
Appalachian State University saves hours of labor every week by using electronic invoice feeds of auxiliary unit invoices into Banner. Technical and high level details of how the feeds work will be shared.
Financial Imperatives for Avoiding Financial Exigency
Tuesday, April 21 11:05 AM - 11:55 AM Jasperwood
Session Format: Lecture
Speaker(s): Gerald Hector
This session will discuss the challenges of HBCU's, MSI's, and all other institutions facing significant financial uncertainties. The session will explore some of the basic financial tools that all administrators should be aware of to make strategic decisions in light of the current changes in higher education. Tuition modeling, financial aid deployment, fundraising, and practical steps to avoid financial exigency will be discussed. Attendees will also be informed about the challenges of enrolling students of color at any organization given the shifting demographics of the country.
Innovative P3 Solutions for On-Campus Student Housing
Tuesday, April 21 11:05 AM - 11:55 AM Rosedown
Session Format: Lecture
Explore two Public-Private Partnership (P3) models for on-campus student housing. Hear the value proposition for the institutions, the process for selection of a partner and varying approaches to implementation.
The Affordable Care Act & Its Impact on Higher Education
Tuesday, April 21 11:05 AM - 11:55 AM Magnolia
Session Format: Lecture
This panel presentation will address in a Q&A format how organizations of all sizes are affected by the Affordable Care Act, also known as Health Care Reform. Trying to make sense of the law and the corresponding regulations and guidance can be overwhelming. This is particularly true for employers who may need to revise their policies and procedures in order to remain compliant with the additional administrative and reporting requirements. Topics to be covered include: 1. applicable employer penalties 2. how to determine full-time employees 3. new guidance regarding specific workforce issues of educational organizations
Using Financial Dashboard and Metrics to Assess Financial Health and Inform Strategy
Tuesday, April 21 11:05 AM - 11:55 AM Belle Chasse
Session Format: Lecture
Learn how one university has integrated financial metrics, including the Composite Financial Index, into its strategic plan, financial planning model, annual budget development and financial statement MDA to provide a comprehensive and integrated way of assessing financial health and inform financial decision-making. This presentation will include handouts of the financial dashboard and an overview of the financial planning model used to perform forecasting and scenario analysis, including forecasting of balance sheet, statement of activities and financial ratios.
How to Spot a Liar
Tuesday, April 21 1:30 PM - 3:00 PM Grand Ballroom A&B
Session Format:
Speaker(s): Pamela Meyer
Author of the best-seller Liespotting, Pamela Meyer shares detailed scientific findings on: • Which personality types lie. • How deception is expressed in email, on the phone and in person. • How to detect deception through body language, statement analysis, interviewing techniques and interrogation. • How negotiators can gain the upper hand and close deals that last, by mastering deception detection techniques. Through video and a rapid slide presentation using well-known public figures as examples, Pamela Meyer keeps you laughing while you are learning. She presents a path toward trust that emphasizes integrity, maturity and the importance of having difficult conversations during difficult times.
Becoming 100% Compostable: Turning Food Waste into a Valuable Compost Resource for the UGA Campus
Tuesday, April 21 3:20 PM - 4:10 PM Elmwood
Session Format: Lecture
By collaborating with key players on campus and making some relatively small changes, UGA Food Services was able to significantly reduce the university’s environmental footprint. The division planned and implemented a project that would eliminate all non-compostable items from the dining commons allowing 100% of the food waste to be composted and used on campus, thus reducing trash sent to the landfill.
CBOs and CAOs can be AOK
Tuesday, April 21 3:20 PM - 4:10 PM Belle Chasse
Session Format:
The Chief Academic Officer and Chief Business Officer relationship is critical for effective leadership of higher education institutions. This session will focus on the dynamics between the CAO and CBO, why this relationship is so important, and offer strategies to build an effective partnership.
Current/Hot Tax Issues for Colleges and Universities
Tuesday, April 21 3:20 PM - 4:10 PM Magnolia
Session Format: Lecture
This session will include a discussion and analysis of the major issues typically reviewed by the IRS during the course of an audit of a college or university.
Minority-serving Institutions Roundtable
Tuesday, April 21 3:20 PM - 4:10 PM Jasperwood
Session Format:
Speaker(s): Kevin Appleton
Discussion of current accounting, finance, operational and plant issues at HBCU's and other minority-serving institutions. You should come ready with questions and to share your insights regarding current issues affecting HBCU's and other minority-serving institutions, as well as higher education as a whole.
Risk Trends in Higher Education
Tuesday, April 21 3:20 PM - 4:10 PM Rosedown
Session Format: Lecture
Speaker(s): Kevin Robinson
This fast paced session will survey risks and emerging issues in higher education, particularly looking back at events from 2014. The session is based on the events reported in Auburn University’s popular higher education newsletter, “Case-in-Point.” The session will include video clips, interaction, and discussion of higher education risks.
Searching for Clarity: P3s in Student Housing
Tuesday, April 21 3:20 PM - 4:10 PM Oak Alley
Session Format: Lecture
This presentation will identify the housing challenges schools are facing today and discuss how P3s can help solve them through sustainable means. Using the P3 between USG and Corvias, the procurement process will be illustrated while demonstrating how it can be applied at other schools.
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