Speaker Handouts


Digital Accountability and Transparency Act

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It’s more than a separation checklist

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New Employee Onboarding Steps guide

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Employee provisioning timeline

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Faculty Offboarding checklist

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Preparing for the Ever Broadening Role of the CBO

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Managed Travel Program with an Electronic Expense Reporting and Booking Tool

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Retiree Health Emerging Strategies

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NACUBO Economic Models Project

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Incorporating Socially Responsible Investments

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Using Innovative Technology & Energy Savings to Inspire

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Retooling Your Financial Reserves

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Challenges and Opportunities for Community Colleges

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Managing the Many Roles of a Higher Education Business Officer

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FASB Accounting Standards Update

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Survivors Guide to Shared Services

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Mission Focused Yet Fiscally Viable – How to Reach Your Sweet Spot

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Taking Control of the Discounting Process

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Budget Finance Data Analytics

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The Realities of Mentoring & Coaching for Leaders in Higher Ed

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Finding Your Sweet Spot of Financial Sustainability Given Today’s Changing Demographics

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From Incremental to Performance

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Construction Contract Analysis & Risk Mitigation

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Understanding Academic Costs and Margins

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Generation Z Preferences and Student Experience Design Implications

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Revenue Recognition Handout – Example 2

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Revenue Recognition Handout – Example 1

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Simplifying Complex Data using Tableau – Storytelling with Data Visualization

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Model for Reconciling Competing Demands Between Faculty and Administrative Governance

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Keeping up with the GASB

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Campus Security Protecting Your Most Important Assets

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Increase Employee Engagement without a Budget

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Three Universities, Three Different P3 Models

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Form 990T Challenges and Opportunities

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The Future of Payments & the Millennial Impact

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Amazon – Collaboration that Improves Contract Compliance, Audit and Service

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Using Real Estate to Support the Mission of Your College or University

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OMB’s Uniform Guidance What Happened and Where are We Headed

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Data analytics & Key Performance Measures

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UNIVERSITY FINANCIAL REPORTING for PUBLIC INSTITUTIONS

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Uniform Guidance Year Two of the Audit Requirements – Now What?

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Top 10 Cyber Security Issues for Higher Ed Business Managers

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Higher Education Issues and Challenges

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Practical Guide to Implementing New NFP Reporting

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Ohio University 20-Year Capital Plan (2012)

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Moody’s Renewing Campuses (2012)

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Leading Organizational Change and Building Strategic Partnerships (2012)

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Bridging the GAAP Between the Development and Accounting Departments (2012)

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Student Financial Aid-Insights on Current Review Findings and Audit Issues (2012)

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Ethics – A Challenge for All Times (2012)

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2012 FASB Update

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Budgetary Tools to Empower Financial Managers (2012)

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Collaboration in Building Info Systems – By Higher Ed for Higher Ed (2012)

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Finance Directors – Important Role in Securing Grants for Research (2012)

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Research in Context – The Federal and Political Landscape (2012)

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Alternative Revenue Sources to Fund Research (2012)

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2012 GASB Update

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Travel and Expense – The Road to a Streamlined and Efficient Implementation (2012)

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Moving IT from Service Provider to Business Partner (2012)

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Annual Tax Update Including Form 990 (2012)

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Three Pillars of Prudence: Best Practices for Investment Committees (2012)

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Improving Cloud Computing – Next Big Thing in IT and Implications in Higher Education (2012)

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A Taste of the CACUBO Leadership Development Institute (2012)

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Next Generation – Public Private Partnerships for Student Housing (2012)

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Identifying Revenue and Resources Re-allocation to Grow the University (2012)

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The Many Roles of the CFO, Including the Ethics Component (2012)

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Roles and Duties of CFO (2012)

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Fiduciary Responsibilities for Employee Retirement Plans (2012)

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Renewing Campuses for Long-Term Strength (2012)

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Spurring Standards for State Subsidies

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Strategic Financial Forecasting

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Fraud in Higher Education

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Fraud Risk Assessment Matrix Example

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XYZ Exempt Organization Fraud Risk Assessment Program

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Engaging Your Workforce While Aligning Your Spend

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Are You Ready for PCI v 3.0?

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Endowment Spending and Other Changes

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Looking Under the Hood

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Making the Case for Funding Deferred Maintenance Before It’s Too Late

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Scoring Rubric for Instructional Support Programs or Services

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Scoring Rubric for Instructional Departments

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Budget Review Template for Instructional Support Programs or Services

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Budget Review Template for Instructional Departments

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Retiree Healthcare Challenges

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Just Show Me – Tips from the Show Me State

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Communicating Financial Information Effectively

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Unrelated Business Income and Other IRS Recent Developments

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Mobile Device Security – How to Secure Mobile Platforms

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Successfully Implementing Paperless Accounts Payable Presentation

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Going From Credible to Influential

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Enrollment Strategies that Maximize ROI and Deliver the Class You Want

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What Knowledge Do You Have in Your Institution?

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Annual State and Local Government Accounting Update

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Excel 2013 – Updated Features, V-Lookup and Table Formatting

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Strategic Budgeting – 10 Critical Policy Decisions

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How to Keep Up With the Changing Bookstore Landscape

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Financial and Strategic Challenges for Higher Education

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University Financial Reporting for Public Institutions

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Integrated Postsecondary Education Data System (IPEDS) Presentation

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Integrated Postsecondary Education Data System (IPEDS) Glossary

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CACUBO Higher Education Accounting Workshop – 2015

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Eastern State College Case – GASB Small Business Case Materials A

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Statement of Net Position Worksheet – GASB Small Business Case Materials C

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Statement of Revenues, Expenses and Changes in Net Position Worksheet – GASB Small Business Case Materials B

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Statement of Net Position Worksheet – GASB Small Business Case Materials D

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Ambach

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Rodgers

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Spencer

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Factors Indicating Presence of Unrelated Busineses Income (UBI)

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Determining the Taxability and Reporting Requirements for Rental Income

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Joint Venture-Partnership Analysis with For-Profit Entity

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990 UBIT Workpaper Template

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Not-For-Profit State Filing Requirements Template

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Hands On Social Media – Required Reading

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Hands On Social Media – Supplemental Reading

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Effectively Measuring, Allocating and Managing Campus Wide Utility Costs

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Integrated Postsecondary Education Data System (IPEDS) History

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Integrated Postsecondary Education Data System (IPEDS) Appendix B

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Integrated Postsecondary Education Data System (IPEDS) Appendix A

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Trends in Athletic Funding

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Designing a Proactive Financial Aid Fraud Protection Program

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GASB Update – What’s New and What’s Next?

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Chief Business Officer (CBO) Retirements – Are We Ready?

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Affordable Care Act (ACA) – Technical Updates

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PCI Compliance – v3.1 Key Considerations

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The Next Generation of Retirement Plan Success Metrics

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2015 Tax Update for Higher Education

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Intergroup Dialogue – A Model for Facilitating Difficult Conversations

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Women’s Forum – Leaning In, Leading Forward

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How to Get Involved with Lean

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Ethics and Independence in Higher Education

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Understanding IT Risks

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Performance Management and Metrics

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Uniform Guidance – An Overview of Changes

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Best Practices in Developing Cloud Contracts

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Workforce Planning to Ensure Financial Viability

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Breakthrough Analysis of Higher Education Cost Drivers

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Developing and Using a Performance Measures Dashboard – Presentation

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Okay, Let’s Address it – Trust, Respect and Dignity

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Teamwork-Make it Happen

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Keynote Presentation – Don’t Step in it Twice

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NACUBO Update – Fall 2015

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Affordable Care Act (ACA) – Impact on Campus

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Trials and Tribulations of a Budget Review Process

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Helton

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