Join us for the NACUBO 2024 Annual Meeting happening July 20-23 at Lakeside Center McCormick Place in Chicago.
Connect with your business officer colleagues and higher education service providers to explore how you can elevate your impact on your team, your institution, and higher education through leadership, innovation, and collaboration.
Estimated 18 CPE Credits
NACUBO 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 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.nasbaregistry.org.
Second City Works
World-renowned Improv and Sketch Comedy Training Center
Second City has a unique way of fostering talent, and when non-comedians and actors give their methods a try, the results are undeniable. Second City will share the very fundamentals that create stars on stage—and on campus and in the business world. They offer fun, interactive, and unconventional approaches to learning.
Sunday, July 21 morning
Amy Cuddy
Social Psychologist, NYT Bestselling Author, Award-Winning Scholar, and Lecturer
Amy Cuddy will delve into how we can become more present, influential, compassionate, and satisfied in our professional and personal lives. She offers a special focus on the power of prejudice; nonverbal behavior; the delicate balance of trustworthiness and strength; and the ways in which we can affect our own thoughts, performance, and well-being.
Monday, July 22 morning
Chuck Todd
Chief Political Analyst at NBC, Moderator of Meet the Press From 2014–23
One of the media’s most trusted voices, Chuck Todd will offer razor-sharp analysis of the political landscape in the run-up to the 2024 election. He’ll interpret the most pressing issues facing the country and offer his insight and analysis into Washington politics and what we can expect in 2025 and beyond. It will be a truly informative experience!
Monday, July 22 afternoon
All events take place at Lakeside Center McCormick Place.
(Pre-registration and invitation only events locations are noted in the invitation or materials provided.)
| Saturday, July 20 | |
|---|---|
| 7 am – 2 pm | Community Service Project (pre-registration required) |
| 12 – 6 pm | Registration |
| 1:30 – 2:45 pm | Leveraging Institutional Data to Inform Institutional Decisions |
| 3:15 – 4:30 pm | Designing Student-Centered Planning and Budgeting Processes |
| 4:30 – 5:45 pm | Navigating NACUBO First-Time Attendee Session |
| 6 – 8 pm | Elevate Your Impact Opening Event |
| Sunday, July 21 | |
| 6:30 am – 5:30 pm | Registration |
| 7 – 8:15 am | Roundtable Breakfasts |
| 7:30 – 8:30 am | Continental Breakfast |
| 8:30 – 9:45 am | Main Stage: The Second City Works |
| 9:45 – 10:15 am | Networking Refreshment Break |
| 10:15 – 11:30 am | Learning Opportunities *Supported by BMO Bank* |
| 11:45 am – 2:15 pm | The EXPO, Lunch, and TECHTalk Sessions |
| 11:45 am – 12:45 pm | Connect and Collaborate Session |
| 1 – 2 pm | Connect and Collaborate Session |
| 2:15 – 3:30 pm | Learning Opportunities *Supported by Plante Moran* |
| 3:30 – 4 pm | Networking Refreshment Break |
| 4 – 5:15 pm | Learning Opportunities *Supported by Mauve Group* |
| 5:15 – 6:45 pm | Happy Hour in The EXPO |
| 6:30 – 8:30 pm | Awards Reception and Program (by invitation only) |
| Monday, July 22 | |
| 7 am – 4 pm | Registration |
| 7 – 8:15 am | Primary Representatives Meeting (by invitation only) |
| 7:30 – 8:30 am | Continental Breakfast |
| 8:30 – 9:45 am | Main Stage: Amy Cuddy |
| 9:45 – 10:15 am | Networking Refreshment Break |
| 10:15 – 11:30 am | Learning Opportunities *Supported by Johnson Controls* |
| 11:45 am – 2:15 pm | The EXPO, Lunch, and TECHTalk Sessions |
| 11:45 am – 12:45 pm | Connect and Collaborate Networking Session |
| 1 – 2 pm | Connect and Collaborate Networking Session |
| 2:15 – 3:30 pm | Learning Opportunities *Supported by United Educators* |
| 3:30 – 4 pm | Networking Refreshment Break |
| 4 – 5:15 pm | Main Stage: Chuck Todd |
| 5:30 – 7 pm | Chair’s Reception (by invitation only) |
| Tuesday, July 23 | |
| 7 – 8:30 am | Women’s CBO Breakfast (by invitation only) |
| 7:30 – 10:30 am | Registration |
| 7:30 – 8:30 am | Continental Breakfast |
| 8:30 – 9:45 am | Learning Opportunities *Supported by Sodexo Campus* |
| 9:45 – 10:15 am | Networking Refreshment Break |
| 10:15 – 11:30 am | Learning Opportunities *Supported by Moss Adams* |
| 11:30 am – 12 pm | Light Refreshment Farewell Reception |
1:30–2:45 pm CT
Come explore an array of tools and frameworks curated to enhance your institution’s ability in leveraging data to inform decisions. Developed by NACUBO, these free resources seek to create a sustainable “system of knowledge management” that provides consistent visibility, accountability, and accuracy of data. Immerse yourself in real-world stories from the chief business officers who actively shaped and tested these resources. Gain access to these pragmatic resources, primed for immediate implementation at your institution. Laptops or tablets are encouraged for full participation.
3:15–4:30 pm CT
What does it mean to actively center students in the budgeting process? How can colleges and universities sustain and scale high-impact practices that improve equitable student outcomes? Discover NACUBO-developed tools crafted to aid institutions in comprehending and evaluating budgeting practices while prioritizing resource allocation with an expanded lens on student need, support, and services. Immerse yourself in real-world stories shared by chief business officers who actively shaped and tested these resources. Gain access to these pragmatic resources, primed for immediate implementation at your institution. Laptops or tablets are encouraged for full participation.
4:30–5:30 pm CT
Are you attending your first NACUBO Annual Meeting? Join this special session designed to help you make the most of your experience. This is a great opportunity to make connections and to meet board members and key individuals from NACUBO’s leadership.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Engage with other young professionals attending the NACUBO 2024 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Engage with other LGBTQIA+ business officers and allies attending the NACUBO 2024 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Engage with other business officers of color attending the NACUBO 2024 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
Engage with other women business officers attending the NACUBO 2024 Annual Meeting. Expand your professional network and learn from your peers through a series of small group conversations.
Sunday, July 21 • 11:45 am–12:15 pm CT
This session will explore the power of Robotic Process Automation (RPA) in transforming the higher education business office. Speakers will introduce RPA, outline the types of tasks and processes best suited to automation, and delve into the significant cost-saving potential of RPA. They will also use real-world examples and case studies to demonstrate the immediate benefits of RPA, including increased operational efficiency, enhanced customer satisfaction, and better resource allocation.
Sunday, July 21 • 12:30–1 pm CT
Have you ever been asked how your institution’s key metrics compare to other institution’s metrics? Do you want to achieve equitable program outcomes, but lack a method to assess and explain return on investment (ROI) to colleagues and students? Would you like to explore the ROI for a degree, athletic program, or student support initiative? This live demonstration will showcase free web-based NACUBO resources that support benchmarking and ROI modeling. Attendees will be given access to these resources and learn how to harness the full potential of these tools for transformative insights and catalysts for strategic decision-making.
Sunday, July 21 • 1:15–1:45 pm CT
Delve into Georgia Tech’s journey into generative AI augmentation, emphasizing immediate value creation, and time savings for employees. This session will showcase a collaborative case study between administrative teams and the Office of Information Technology to demonstrate how the institution is using an agile approach to AI to create immediate value while maintaining alignment to long-term AI strategies. Pairing tangible demonstrations of the value of generative AI with insights into our strategic approach to adoption, the session will foster a culture of creative AI-enhanced problem solving from the ground up.
Monday, July 22 • 11:45 am–12:15 pm CT
Learn how the Indiana University School of Medicine developed finance analytics to evaluate financial performance using data analytics tools. Panelists will share their journey from establishing goals to the investments gained by using the new financial reporting process. Learn about key validation data points, including over 200 unique users and over 50,000 views of their reports in fiscal year 2022. Speakers will also discuss the expansion of the reporting process to other Indiana University campuses through elements such as ease of access and clear communication of financial information to both finance on non-finance users.
Monday, July 22 • 12:30–1 pm CT
As colleges and universities are embracing research, analytics, and using data, NACUBO is providing members with services that offer awareness, knowledge, and guidance that can support data-informed decision-making practices. Learn more about our efforts to produce research and accelerate analytics, share your suggestions, and explore new ideas with the team that brings research-based solutions to business officers. Panelists will also share an overview of research projects, including the NACUBO-TIAA Study of Endowments, the NACUBO Tuition Discounting Study, the Student Financial Services Benchmarking Study, and more.
Monday, July 22 • 1:15–1:45 pm CT
Higher education professionals continue to be challenged to do more with fewer resources. In this session, you’ll hear how The University of Alabama’s Office of Information Technology, in partnership with the department of Business Analytics and Process Improvement (BAPI), identified manually intensive processes and redeveloped them using Robotic Process Automation (RPA) tools. Panelists will address the successful launch of UA’s first robot and the subsequent deployment of robots to a variety of university business units, which is expected to save close to 4,000 manual labor hours.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for community colleges? During this interactive session, connect with colleagues from institutions like yours to discuss and discover how you and your institution can begin to elevate your impact. This open forum will allow for idea sharing on business and technical issues, today’s challenges, and tomorrow’s opportunities.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for comprehensive and doctoral institutions? During this interactive session, connect with colleagues from institutions like yours to discuss and discover how you and your institution can begin to elevate your impact. This open forum will allow for idea sharing on business and technical issues, today’s challenges, and tomorrow’s opportunities.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for research universities? During this interactive session, connect with colleagues from institutions like yours to discuss and discover how you and your institution can begin to elevate your impact. This open forum will allow for idea sharing on business and technical issues, today’s challenges, and tomorrow’s opportunities.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
What does the future hold for small institutions? During this interactive session, connect with colleagues from institutions like yours to discuss and discover how you and your institution can begin to elevate your impact. This open forum will allow for idea sharing on business and technical issues, today’s challenges, and tomorrow’s opportunities.
Attendance at this session is limited to higher education attendees. No sponsors, exhibitors, vendors, or media representatives are permitted to attend.
This session will explore the multi-campus system's potential in developing new financial and administrative models to facilitate, accelerate, and sustain large-scale transformation efforts. Highlighting a study by the National Association of System Heads (NASH), the speakers will share ways of rethinking resource models for streamlined operations and improved student success. System CFOs will present case studies on implementing "systemness," including campus additions. Participants will be encouraged to share their multi-campus resource model experiences.
The pandemic highlighted extensive technology infrastructure issues that culminated in a security breach for Columbia-Greene Community College in 2021. This instance inspired an extensive assessment that highlighted inefficiencies in security, network infrastructure, and remote working and learning. In this session, college leadership will share how they sharpened their focus to prioritize, transform, and meet critical technology milestones while delivering an innovative vision for student, community, and staff success.
The normalization of monetary policy and interest rates has at times been a painful process. Could these challenges be setting the stage for future opportunities? In this detailed discussion on the global economy, inflation, and monetary and fiscal policy, speakers will address recent lessons learned. Is the “New Normal” the “Old Normal”? Can history provide us with a guide to the future? What steps can colleges and universities take to better navigate around the macroeconomic and geopolitical events that are unfolding?
Better budgets are built with better input from campus stakeholders. Learn how three CBOs have improved budget development processes on their respective campuses using free tools offered by NACUBO. Speakers will share three distinct stories of improvements they made to more effectively leverage funds earmarked for innovation, encourage stronger alignment of budget submissions to student outcome metrics, integrate grant budget development, and strengthen long-term financial sustainably of grant-funded initiatives. The speakers will also provide attendees with access to the free tools described in this session.
Strained resources and ever-changing regulatory requirements put pressure on procurement organizations to find new ways of increasing effectiveness and efficiency. This session will examine how technology, especially generative AI, can help move an organization forward by re-focusing staff away from mundane activities, improving processes, and more. Using a panel format with real-world examples from two universities, this session will share insights from both the procurement and business perspectives in creating and executing AI initiatives.
This Corporate Showcase is presented by SAP
The awareness and scrutiny of the use of holds—particularly the use of withholding transcripts for debts owed—compels institutions to know how they use holds on their campuses and how they will respond to stakeholders or enacted regulations. Understanding and streamlining such practices may also help institutions adjust to enrollment changes and other challenges. To support this aim, WICHE—with the help of 12 colleges and the Association of Collegiate Registrars and Admissions Officers—developed the tools and resources presented in this session, including actionable guides and approaches to help you further the conversations on holds at your institution.
Today’s higher education issues, highlighted throughout media sources, range from enrollment declines and diminished trust, to business model challenges and questions about the value of a college education. When a serious risk event occurs, key stakeholders—including students, parents, alumni, the community, and regulators—inevitably ask: Where were the trustees? Were they aware of these risks? Did they exercise proper oversight? In this session, trustee and administrator panelists will discuss their views on how to communicate risk information to trustees and what the role of the trustee is related to that information.
Flexible work is no longer simply gaining popularity—it's a global phenomenon. Top candidates and employees alike view flexibility as non-negotiable and are looking for employers who promote it as the cornerstone of the employee experience. In this session, you'll learn how the University of California, Irvine reimagined its workplace and wellness programs to aid in recruiting and retaining top talent. From this interactive session, attendees will take away practical tips and tools to help elevate the employee value proposition on their campuses.
What does it mean to “center students” in strategic financial activities? How can chief business officers (CBOs) and other financial leaders play a material role in the improvement of student outcomes at their institution? This session will address these questions and share examples of student-centered strategic finance practices. Attendees will learn about a multi-year NACUBO project of practice and a newly released whitepaper that presents a model for improving equitable student outcomes through analytics, planning, budgeting, and resource allocation practices. Attendees will also gain a view into the evolving roles of CBOs as champions of student success.
In the dynamic world of higher education, technology plays a pivotal role. This session will delve into Georgia Tech's strategies for robust technology infrastructure, data democratization, and the transformative power of self-service analytics. Panelists will discuss their modern business intelligence reporting platform and its role in shaping a culture of informed decision-making. Learn how they empowered their users to harness enterprise data to shape their own narratives and generate insights. Panelists will also explore Georgia Tech’s commitment to a data-informed culture, share insights from their annual Data Days event, and discuss fostering a data-centric institutional framework.
There has been significant emphasis on the challenges of attracting and retaining talent, especially since the onset of the pandemic, leading the TIAA Institute to seek answers to three key questions: Why do individuals choose jobs in higher education? Why do they stay? Why do they leave? In short, what is the employee value proposition (EVP) of working for a college or university? The ongoing, post-pandemic struggle to attract and retain talent suggests that now is the right time to create and leverage a strategic EVP for your institution.
This Corporate Showcase is presented by
According to a 2022 Gordian report, higher education is facing over $112 billion in urgent deferred capital renewal. What if, in addressing these infrastructure challenges, a purposeful emphasis was placed on upgrading facilities that better reflect the diversity of the student body? How can student unions and other facilities be transformed in a way that allows everyone to feel a sense of belonging? This session will delve into how senior university administrators and renowned student life architects are incorporating diversity, equity, and inclusion (DEI) into the planning, design, and investment in facilities on campuses today and into the future.
Join members of the Tax Council for this discussion of NACUBO’s work on tax issues, developments impacting colleges and universities, and the outlook for future legislative and regulatory efforts which might affect higher education.
Using data and analytics can help colleges and universities embrace a fresh perspective on risk management. In this session, panelists from two universities will share how they used analytics to think differently—to move beyond traditional insurance models and adopt fresh perspectives of transferring risk. Perspectives from both the finance and risk management teams at each institution will be shared, giving the audience insight into the collaborative decision-making process. Panelists will share how a data-informed approach can benefit both institutional finances and risk management.
Many colleges and universities struggle to successfully share business services resources and navigate transformational shared service change. Ohio University has moved to a centralized model through collaboration, strong relationships, and exemplary customer service. Panelists from the university’s business service center, academic, and administrative areas will highlight the unique principles and strategies that made their approach possible. Speakers will also share how customers’ needs are met through technology and continuing personal relationship prioritization.
Like many other higher education institutions, Sonoma State University faces considerable post-pandemic enrollment loss and a related budget deficit. To maintain core academic functions, avoid layoffs, and plot a course for the campus’ future growth, the university developed a deep and sustained partnership between the chief business and academic officers. While the campus faces threats of higher costs, reduced faculty and staff resources, and reduction of state funding, the CBO and CAO, with other campus leaders, have developed a 5–7-year plan for increasing enrollment, revitalizing the academic program portfolio, and returning to financial health.
Financial system implementations and transformations can result in fear, uncertainty, and doubt. This session will explore the intricacies of change management within financial system transformations. You’ll hear concrete insights, real-world case studies, and actionable strategies. The panel will also cover effective change management strategies, stakeholder engagement, communication tactics, and risk mitigation. They’ll also delve into the drivers behind financial system transformations and their alignment with institutional goals. You’ll walk away with practical takeaways and lessons learned from two leading universities.
In June 2023, Antioch University and Otterbein University entered an affiliation and change of control agreement to create the Coalition for the Common Good, a system of affiliated private, nonprofit colleges and universities organized around a shared mission to advance democracy, social justice, equity, inclusion, and engaged global citizenship. Hear how these two schools began to think proactively about creating a new model in higher education by prioritizing collaboration over competition and how the Coalition envisions a shared service center to enhance the student experience and increase capacity, affordability, and efficiency.
Join session panelists as they explore how colleges and universities can build resilient workforce development strategies amidst demographic and economic swings. Deep dive into Ivy Tech Community College’s proactive long-range planning efforts to understand how the institution cultivated corporate partnerships and legislative support for a dynamic, skills-oriented curriculum that has increasingly transformed student outcomes. Throughout the discussion, institutional leaders will share the challenges and triumphs in implementing these strategies across a complex, multi-campus system, as well as insights into tangible financial and educational outcomes they achieved and invaluable lessons learned.
Explore a new approach to the traditional financial college and university meal plan model that meets the varied needs of the broad campus community while driving revenue and student satisfaction. Institutional panelists will share insights and strategies on how they have implemented meal plan optimization to create strong new revenue channels and deep campus loyalty, with a program where costs are supported not solely by residential students, but across the broader campus population.
This Corporate Showcase is presented by
In 2024, amid electoral uncertainties, the focus on higher education policy impacts the business office, with the Biden Administration's efforts targeting affordability, student loan debt, and equity through rulemaking at the Department of Education. This critical period demands the business office's active engagement in advocacy and preparedness for policy shifts that affect institutional funding and compliance. This session will underscore the importance of understanding legislative and regulatory changes, advocating for supportive policies, and navigating potential divisions in Congress. It's a pivotal time for business office professionals to influence educational policy, ensuring higher education remains accessible, affordable, and aligned with institutional sustainability and student success.
Institutions face many challenges, including how to ensure effective leadership. Leadership can make the difference between staff who are half-hearted in their contribution versus those that are willing to go above and beyond. This session will explore the mindsets and practices that make a leader extraordinary. The facilitators will share best practices related to leadership and team thriving and will lead a reflective activity (a simple self-assessment) that will foster an interactive discussion among attendees.
Endowments have been under a great deal of scrutiny in recent years. This session will provide an overview of endowment accounting and operational challenges and reminders on GAAP requirements. You’ll hear about operational considerations including reporting, spending rates, unitization, and underwater policies. The speakers will also discuss board-designated endowments—also known as “funds functioning as endowments” or “quasi endowments”—as well as donor endowments.
This session will examine the transformative potential of artificial intelligence (AI) in addressing critical concerns faced by financial leaders in higher education. Explore how Ashland University is using AI successfully by focusing on key priorities, such as enrollment growth, student retention, financial aid distribution, and net tuition revenue. By harnessing the power of AI, CFOs can make data-informed decisions, enhance operational efficiency, and ultimately achieve their financial goals while fostering student success and institutional growth. Speakers will also provide real-world, tangible examples of how artificial intelligence and machine learning are helping to successfully reframe enrollment and retention at their university.
Examine the results of NACUBO's 2024 National Profile of Higher Education Chief Business Officers and the increasingly complex role of the chief business officer (CBO). Who is sitting in the CBO chair today? What skills do future CBOs need to be successful? How do we increase diversity in the CBO pipeline? Experienced CBOs will explore the results of the NACUBO study, share how aspiring CBOs can better prepare to take on new and broader roles at their institutions, and offer their ideas for expanding diversity in the CBO pipeline.
This session will explore how higher education institutions can become pivotal in fostering fiscal and environmental sustainability. The speakers will delve into the integration of sustainability strategy and the utilization of Inflation Reduction Act (IRA) credits for optimizing capital assets. You’ll hear case studies that illuminate the importance of making impactful investment decisions and gain insights into how DEI and ESG goals interplay and contribute to achieving broader sustainability and community impact. You’ll also learn about the intentional alignment required for effective sustainability strategies, capital asset financing for social responsibility, and leveraging opportunities for sustainability and DEI priorities.
Demand for mental health and wellness services has been growing rapidly on many college campuses, and finding the resources to meet the growing need has been challenging. Mindful College Connections is a Lilly endowment-funded shared-resource consortium formed by DePauw University, Rose-Hulman Institute of Technology, and St. Mary of the Woods College. It was created to enhance the capacity of member institutions for providing high-quality, cost-effective mental health care services. Speakers will discuss the process for establishing the consortium, its structure, and preliminary outcomes data. Participants will be able to assess whether a similar approach makes sense for their institution.
Effective institutional compliance programs are pivotal in ensuring adherence to laws, regulations, and internal policies. A Compliance Program Effectiveness Assessment can serve as a comprehensive tool for colleges and universities to evaluate and enhance their compliance initiatives and offers a structured approach for organizations to stay proactive, responsive, and agile in the ever-changing compliance landscape. Learn how to perform a Compliance Program Maturity Assessment using the guidance provided by the US Department of Justice with the Capability Maturity Model, leading to long-term sustainability and organizational resilience by identifying areas for improvement and providing tailored recommendations for enhancing compliance strategies.
This Corporate Showcase is sponsored by
As their roles on campus continued to expand, chief business officers (CBOs) from institutions in the Big 12 collaborated to create a Higher Education Scorecard. The strategic tool is a master list of key initiatives to document the critical decisions and projects that need to be explored so their institutions can be efficient and effective in achieving their missions. The Big 12 CBOs now leverage the Scorecard to assess their institution’s performance and proactively chart their course forward. This session will share the process the Big 12 CBOs took to create the Scorecard and the ways they intend to maintain it as future higher education trends emerge. It will also include advice on how attendees can implement the Scorecard at their own institutions.
This session will highlight the pressing issue of the childcare crisis and the innovative solutions that universities can offer as significant landowners. With the end of ARPA funding, the gap in accessible and affordable childcare options impacts both employee engagement and organizational talent retention. This discussion will focus on the potential of university-owned land in addressing these challenges, offering insights into enhancing workforce stability and overall satisfaction through strategic land use.
This session will explain the benefits of passive investing and how an endowment can be constructed entirely with exchange traded funds (ETF). The speakers will cover the goals and objectives of the investment process, the determination of asset classes, how ETFs can enhance an actively managed portfolio, and the impact of fees on investment returns. To illustrate the passive investment process, they’ll also share five sample portfolios and compare their annualized returns to the 2023 NACUBO-Commonfund Study of Endowments for the past 1-, 3-, 5- and 10-year periods.
Join a chief audit and compliance officer as he shares the Risk-Based Corrective Action Plan model he developed. The model brings impacted offices together to conduct a detailed risk assessment of issues, identify the root causes for each condition, ascribe specific measurable tasks to be performed, and develop timelines, accountabilities, monitoring, and dashboards for senior leadership and the board. You’ll hear about the steps followed to address the issues: completing a detailed risk assessment, identifying potential obstacles, and providing a solid strategy for developing collaboration and sustainable success in mitigating audit finding risks.
Modernizing enterprise resource planning (ERP) platforms and student information systems (SIS) presents costs and benefits. This session will explore factors influencing decisions about system modernization and implementation, including the necessity for modernization, available technology options, implementation costs, operational efficiencies, and sustainability. The presenter will examine quantitative and qualitative metrics for assessing return on investment (ROI), including reduced administrative overhead, improved data accuracy, the potential for new revenue streams, and enhanced student, staff, and faculty experiences. Attendees will learn how to tailor the metrics to their own institutions’ needs and about the value of engaging stakeholders throughout the process.
Join this interactive session to discover how to unlock the power of your NACUBO membership. Explore the dynamic suite of professional development resources designed to broaden your expertise and sharpen your skills and those of your team. Review NACUBO's research initiatives that provide invaluable insights into the latest trends and challenges in higher education finance. Navigate the extensive collection of resources available that offer in-depth analyses, best practices, and thought leadership on important financial topics.
More than ten years ago, Wellesley College united with other higher education institutions in New England to address escalating insurance costs. After significant research, innovative thinking, a feasibility study, and great collaboration, the team took a self-insured approach for health care benefits and created a group captive insurance company, edHEALTH, now part of edRISK. Through a consortium, schools can maintain rich benefit plan designs while keeping their annual premium increase averages significantly less than industry averages.
In today’s competitive labor market, many institutions prioritize recruiting external candidates while overlooking the untapped potential of their current workforce. Speakers will share how leaders at the University of Wisconsin-Madison prioritized and structured successful staff career development to cultivate managerial skills and build a pipeline of qualified internal candidates. Attendees will learn the financial and retention benefits of investing in internal talent along with the key design features of internal mobility strategies to take back to their own campus.
This interactive session will explore the Inflation Reduction Act (IRA) and its significant impact on higher education through funding for energy security, innovation, and carbon reduction projects. Using a case study from The University of Northwestern Ohio, this presentation will illustrate how the IRA's Investment Tax Credit (ITC) and Production Tax Credit (PTC) can be leveraged by higher education institutions. Discover how to navigate the complexities of the IRA, qualify for tax incentives, and align your clean energy projects with long-term sustainability goals.
This Corporate Showcase is presented by
The results of Inside Higher Ed's latest annual survey of college and university business officers will be published in conjunction with the NACUBO 2024 Annual Meeting. Join editor Doug Lederman and three CBOs to explore the findings and analyze key takeaways on issues such as financial health, mergers, and academic program review, with time for audience questions.
As colleges and universities navigate myriad challenges, making data-informed decisions can help them ensure they are effectively deploying resources in support of their mission and students. But how do leaders invest in analytics capacity and build a data-informed culture? Panelists will share how the various activities in Change With Analytics: A Playbook for Success can help institutions create teams, plan and implement initiatives, and increase data literacy and skills in support of building an analytics-enabled institution. The playbook was developed as part of a Gates-funded project, and attendees will learn how to access the activities for use at their institutions.
This session will look at a year in the life of New Mexico State University—specifically in strategic financial planning. How do formal and informal processes at different levels and points in the planning and budgeting process combine to make up the actual work of financial planning? Speakers will discuss how finance department leadership balances consistency and agility as the institution navigates a changeable landscape.
Student retention is a top priority for every campus and is affected by numerous factors. Good or bad, everything from accessibility to payment instructions, course registration and billing due dates, payment methods and options could influence student retention. Fitchburg State University has initiated research on their campus—and then expanded the project to include institutions of all size across the country—to explore which billing practices have impacted enrollment and retention, how billing practices are being applied to different student groups, and whether their payment processes are aligned with today’s digital environment.
In the past, pressure on state credit quality has correlated with cuts to higher education. With many states experiencing their highest-ever ratings and minimal budgetary pressure, total state support for higher education has increased in recent years, breaking a long-term trend. This session will explore how two universities are leveraging increased state funding to position themselves for success. The speakers will include an overview of state funding at flagship and regional universities across the country, the impact on credit ratings, and how institutions are preparing for an uncertain future.
Cultivating a healthy partnership between counsel and the CBO is now a must considering the complex simmering federal, state, and local legal issues that impact colleges and universities. On the menu for this session, attendees will learn from a panel of well-seasoned postsecondary attorneys about the legal issues most likely to reach a boiling point over the next 12 to 18 months—and how to work with counsel to successfully navigate the “secret menu” of hot topics including the new FLSA overtime rule, navigating DEIB, NIL issues, and AI before it all spells disaster.
This session will explore the dynamic realm of impact investing, with a specific focus on its application within Historically Black Colleges and Universities (HBCUs). Panelists will shed light on the unique challenges and opportunities faced by HBCUs in aligning investment strategies with Environmental, Social, and Governance (ESG) and Diversity, Equity, and Inclusion (DEI) considerations, and discuss what these mean for the future of HBCU engagement and programming.
Transitioning to a modern, cloud-based ERP has many benefits. However, to realize these benefits, colleges and universities must navigate cultural, organizational, and technical challenges. In this panel discussion, finance leaders from three public institutions will examine the challenges they faced—and how they addressed them—before, during, and after their cloud transformation projects. Panelists will also share the benefits they realized at the end of their efforts, including money and time saved, employee experiences enhanced, and simplified IT infrastructure.
GASB is continually generating new standards and updating authoritative guidance. This session will review new guidance, recently implemented standards, and standards in the pipeline. The speakers will also discuss NACUBO’s advisory on accounting and reporting for tuition and fee discounts.
Planning and implementing financings and refinancings requires strategic decision making that nimbly responds to external pressures. In addition to understanding the rate environment and other trends and developments in the loan and bond markets, treasury and finance officers must make decisions that are sound not only for the here and now but also for the future. During this session, speakers will explore the current interest rate environment and discuss the latest developments that will inform your loan, bond offering, and other debt management decisions.
While colleges and universities enter thousands of contracts each year, many haven’t established a policy or educated staff to guide employees responsible for contracting. The good news is that clear campus contracting policies and procedures can protect colleges and universities from many claims and unexpected liabilities. In this session, learn how to recognize common contracting pitfalls to ensure your institution does not face contractual problems and inadvertently assume responsibility for these preventable losses.
Disruption is a powerful change motivator. Declining enrollment, shifting demographics, program saturation, constrained financial resources, and aging facilities are challenging the business of higher education. Adapting to these dynamic forces is critical to institutional survival and success, requiring bold and proactive campus planning strategies. During this session, the panel will illuminate relevant perspectives from three public comprehensive institutions and the dynamics of their state’s fiscal, political, and population profile. The speakers will explore several important themes including academic consolidation, strategic reinvestment, program innovation/reinvention, facility right-sizing, and assets for enhancing the student experience.
This session will share how to navigate complex labor-management relationships as faculty, staff, and student unionization grow. Learn about the many unique aspects of labor relations and how they impact higher education—the nature of the institution (e.g., public or private), location of the institution, rights afforded via State Law, rights extended to student workers, work stoppages, and the associated costs. Early awareness and strategic financial planning will lead to healthier relationships, more robust contingency planning, and better negotiation frameworks. Panelists will offer experienced views and practical advice focused on approaches to collaborative labor relations and how effectively managing and implementing all aspects of collective bargaining is critical.
West Virginia University’s story has made headlines, with media coverage focusing on the institution’s projected budget shortfall and subsequent reductions to academic programs and faculty positions. What is lacking in media coverage are details that higher education finance leaders need to learn from this institution’s experience. Panelists will share the data frameworks and metrics used for portfolio evaluation, the governance process that supported the initiative, and internal and external communication plans. You’ll leave with a detailed case study to draw upon as you navigate similar challenges at your own institution.
Reconnect with colleagues and meet new friends on the scenic terrace of Lakeside McCormick Place as you enjoy food, drink, and live music!
Team up to make a difference at the community-centered Thomas Kelly College Preparatory, as we paint, build, and beautify their campus.
Enjoy light bites, drinks, and great company during this fun-filled opportunity to make lasting connections.
Connect with your fellow women, young professionals, leaders of color, and/or LGBTQIA+ business officers during facilitated small group conversations.
Sign up for a free 30-minute session with a NACUBO consultant to troubleshoot pressing campus issues.
Engage in one-on-one conversations with Main Stage speakers, presenters, and NACUBO authors.
Have breakfast with peers from community colleges, comprehensive doctoral institutions, small colleges, research universities, and system business officers.
| Registration Categories | Early (February 1 - March 31, 2024) |
Discounted (April 1 - May 31, 2024) |
Regular and Onsite (June 1 - July 23, 2024) |
|---|---|---|---|
Full Conference Registration* |
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| Higher Education Member | $975 | $1,050 | $1,125 |
| Higher Education Non-Member | $1,350 | $1,425 | $1,500 |
| Corporate Member | $2,250 | $2,500 | $2,750 |
| Corporate Non-Member | $3,000 | $3,250 | $3,500 |
Additional Registration Categories |
|||
| Guest Age 16+* (Educational Sessions Not Included) | $400 | $400 | $400 |
| Exhibitor Full Additional | $935 | $935 | $935 |
| Exhibitor Hall Only Additional | $375 | $375 | $375 |
| Sponsor Discount | $935 | $935 | $935 |
| Speaker Discount (College and University Speakers Only) | $875 | $875 | $875 |
| Corporate Speaker Discount |
$2,050 | $2,050 | $2,050 |
| Additional Opening Event Ticket* | $150 | $150 | $175 |
*Guest Age 16+: Includes admission to food and beverage functions and special events; guest registration does not include access to educational sessions.
*Additional Opening Event Ticket: Extra tickets to the opening event for guests of registered attendees.
*Registration Questions: Email us at [email protected]
NACUBO’s 2024 Annual Meeting will be held at the Lakeside Center McCormick Place. Two hotels will offer attendees a NACUBO Group Rate over the dates of the meeting.
Marriott Marquis Chicago – Located in the city’s South Side, .4 miles from the convention center (approximately 11-minute walk), and minutes away from celebrated destinations including Grant Park and Soldier Field with wonderful views of Chicago’s skyline.
NACUBO Group Rate: $285 single/double (plus applicable taxes)
Hyatt Regency McCormick Place – Situated next to the McCormick Place Convention Center, approximately 6-minute walk, and walking distance to Chicago’s South Loop neighborhood including Wintrust Arena with impressive views of Lake Michigan and Chicago’s skyline.
NACUBO Group Rate: $279 single/double (plus applicable taxes)
The deadline to reserve a room at either hotel at NACUBO’s Group Rate: June 21, 2024
Hotel reservation links will be made available once registration has been completed via the registration confirmation email.
Be Aware
No one should contact you directly to book your hotel room or offer you a “special discounted conference rate.” Improper solicitation of hotel reservations from any company other than NACUBO is not approved. Reservations made by unaffiliated organizations may appear to have lower rates, however they may be illegitimate, not have the rooms to sell, have unreasonable cancellation or change penalties, or be completely non-refundable. Please be aware of and report any unauthorized solicitation to NACUBO.
Two major airports service Chicago.
Chicago Midway International Airport (MDW) – 10 miles to McCormick Place Convention Center
O’Hare International Airport (ORD) – 21 miles to McCormick Place Convention Center
Hotel Questions: Contact NACUBO at [email protected]
NACUBO is excited to offer an online version of the meeting for anyone unable to travel and participate in person in Chicago. Attend online to explore how you can elevate your impact on your team, your institution, and higher education through leadership, innovation, and collaboration.
Registration for the online program opens April 1, 2024.
Review the Online ProgramWant feedback on a pressing issue? Need advice on a small problem? Considering seeking outside assistance but not sure where to start? NACUBO Consulting is available for 30-minute informal conversations at the annual meeting. Select a designated time to meet with a consultant here.
To learn more, contact [email protected].
This meeting is your opportunity to reach the higher education industry’s key decision makers at the largest and best attended event for business officers.
To learn more about exhibiting, sponsoring, or advertising at our meeting contact [email protected]
NACUBO 2025 Annual Meeting | July 26-29
Gaylord National Resort & Convention Center | Washington, DC (National Harbor, MD)
