Concurrent Session X:
Responsibility Center Management, Three Universities Perspective
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Speakers:
Linda Kosten, Ph.D., Jeffrey Ratje, Sarah Mangum
Wednesday, May 26
9:45 AM – 10:45 AM HST
12:45 PM – 1:45 PM PDT
12:45 PM – 1:45 PM MST
1:45 PM – 2:45 PM MDT
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Category:
Finance
Program Knowledge:
Intermediate
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Session Description
The session would begin with an overview of the definition of RCM.
Then, a representative from each campus will present on the following questions:
- How does RCM operate on your campus? How is indirect expense handled? How is budget development managed?
- What was the implementation process for RCM at your institution (timeline, process, etc.)?
- Who was a part of developing the rationale? Did you utilize a consultant?
- What precipitated the transition? What were the goals for the implementation? Do you feel they’ve been reached?
- What have been the outcomes? How has budgetary decision-making changed? Can RCM be used to bolster diversity and inclusion goals?
- What have you learned from the process you might recommend doing differently? What are the strengths/weaknesses of the new model at your institution?
- How did the culture of management (e.g. deans, provost, business officer) change when RCM was implemented? Did you see turnover in leadership because of RCM?
- Has there been a change in the relationship between central administration and academic schools/colleges?
- After implementation, has your campus engaged in review processes? Has RCM been revised based on what you’ve learned?
- What role has data played in the implementation and/or review? What type of data do you need to make RCM successful?
- What are best practices for schools/colleges in the implementation of RCM at the unit level?
- How has COVID-19 impacted the use of RCM?
Then questions and answers from the attendees will be fielded.
Learning Objectives
- Explain what RCM is an how it operates in three institutions
- Discuss the three institutions RCM implementation processes and lessons learned. Overview provided of changes to culture, leadership, data use, and budget management
- Apply the lessons learned on home institution campuses. Draw connections to practices that could improve the use of resources at home institution
- Describe how a crisis (like COVID-19) impacted the use of RCM at three institutions
About the Speakers
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Linda Kosten
Vice Provost for Budget, Planning & Administration
University of Denver
Linda is the Vice Provost for University Budget, Planning, and Administration at the University of Denver. She manages the development of budget, oversees the institutional research and analysis office, and coordinates multi-year strategic planning.
Linda has served DU for 28 years, since 2006 at the University level. She has her PhD and MA in higher education from University of Denver and her BA in theatre and psychology from University of California, Santa Cruz.
Linda’s book, Decentralized Budgeting and the Academic Dean: Perspectives on the Effectiveness of Responsibility Center Management (2009), explores the effectiveness of RCM from the perspectives of 146 deans at 27 universities. She has consulted with other universities investigating a transition to decentralized budgeting, worked with the Lumina Foundation on investigating the connections between states’ outcomes based funding policies and responsibility center management, and currently teaches in the higher education graduate program at DU on higher education finance.
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Jeffrey Ratje
Associate Vice President, Finance Admin Operations
University of Arizona
Jeff is the Associate Vice President, Finance, Administration and Operations for the division of Agriculture, Life and Veterinary Sciences, and Cooperative Extension at the University of Arizona in Tucson. His portfolio of responsibilities includes the financial oversight of the College of Agriculture and Life Sciences, Cooperative Extension, and Arizona Experiment Station, HR functions for 1,500 employees, legal and real estate affairs, and the strategic integration of the land grant mission, which has a physical presence in each county.
Prior to the division, Jeff held progressively responsible positions with UArizona’s Sponsored Projects Services, Budget Office, and Rogers College of Law. He is a Flinn-Brown Civic Leadership Fellow, NACUBO Rising Star recipient, and gubernatorial appointee to the state’s 529 college savings plan.
Jeff holds an MPA in Public Finance and a BS in Business Administration from the Eller College at UArizona. He is a proud community college graduate from Eastern Arizona College.
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Sarah Mangum
Assistant Vice Chancellor and Budget Director
The University of California, Davis
Sarah Mangum is the Assistant Vice Chancellor for Budget at the University of California, Davis where she has worked since 2010. In this role, she oversees the planning, implementation, and monitoring of the $3 billion campus operating budget. Her group is also responsible for overseeing aspects of budget and student fee policies, managing a responsibility-centered budget model, and providing expert analysis and decision support to campus leadership on a variety of budget, policy, and financial issues. In recent years she led development and implementation of a new annual budget process and campus-wide budget system. Prior to this position she worked for the State of California for over ten years in similar budget and administrative positions, primarily in the Department of Finance. She holds a master’s degree in Public Administration from the University of Southern California and a bachelor’s degrees in Sociology-Organizational Studies and History from UC Davis.
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