Tales From the Front:
The Winning Combination for More Effective Universities: Strategy, Data, and Action

Cathy Anderson, Kelly Fox, and Jamie Moffitt

Tuesday, May 25
7:45 AM – 8:45 AM HST
10:45 AM – 11:45 AM PDT
10:45 AM – 11:45 AM MST

11:45 AM – 12:45 PM MDT

CPE Credits: 1.2

Management Services

Program Knowledge:

Session Description

Universities are under tremendous pressure to deliver improved student outcomes and expanded faculty support with fewer resources. Join 3 innovative CFOs from the WACUBO region as they describe how they link strategy, data and action to make their universities more efficient and effective. Key success factors are identified, special case examples are provided, and lessons learned are shared.

Learning Objectives

  • Recognize how shared services can impact higher education 
  • Analyze examples of shared services models
  • Review impact of data on shared services 

About the Speakers

 Cathy Anderson Photo

Cathy Anderson
Chief Financial Officer
University of Utah

Cathy Anderson is the Chief Financial Officer and Vice President of Administrative Services for the University of Utah. She assumed this role in August 2019. Prior to that, she has served as the Associate Vice President for Budget and Planning beginning in 2011, appointed Chief Financial Officer–Main Campus in 2016. Prior to these positions, she served as Associate Dean for Finance and Administration in the School of Medicine at the University of Utah from 2003 to 2011. Before joining the University, she was the Chief Financial Officer for Cimarron Software. From 1985 to 1996, she held several positions with the Utah State Auditor’s Office. Ms. Anderson received her B.A. and M.B.A. from the University of Utah and is a certified public accountant.

 Kelly Fox Photo

Kelly Fox
Executive Vice President for Administration and Finance
Georgia Institute of Technology

Kelly Fox joined the Georgia Institute of Technology in February 2020 as the executive vice president of Administration and Finance. In this role, Fox provides leadership, oversight, and direction for the Division of Administration & Finance, which includes financial management and reporting; budgeting; human resources; business services; campus sustainability; facilities planning, design, construction, maintenance, and operations; campus safety; auxiliary operations; information systems and technology; campus planning; and real estate development. More than 1,750 staff report through the Division.

Prior to joining Georgia Institute of Technology, Kelly led the Strategic Resources and Support team at the University of Colorado Boulder, guiding the financial management and planning activities of the $1.8 billion university budget. Kelly has spent nearly 20 years in higher education at the University of Colorado System Office, Colorado School of Mines, and the University of Colorado Boulder. Prior to turning her focus solely to higher education, Fox spent several years in the Office of State Planning and Budgeting for Colorado and also served as a policy analyst for the National Conference of State Legislatures.

Fox earned a Bachelor of Science in psychology from the University of Nebraska and a Master of Public Administration from the University of Colorado in Denver, Colorado.

 Jamie Moffitt

Jamie Moffitt
Vice President of Finance
University of Oregon 

Jamie Moffitt is the university’s vice president for finance and administration and chief financial officer. She oversees a broad range of units such as budget and resource planning and business affairs, human resources, campus planning and facilities management, and safety and risk services, which includes the UO police department.

Prior to being appointed as vice president in January 2012, Jamie was the executive senior associate athletic director for finance and administration from May 2010 to December 2011. In this role, she managed finances, human resources, contracts, and facilities for the athletic department. She functioned as the primary contact with the Pac-12 conference on all financial issues and served on the bowl committees for the 2011 BCS championship game and the 2012 Rose Bowl game.

From 2003 to 2010, she was the associate dean for finance and operations at the UO School of Law. In this role, she reorganized the school’s financial structure, implemented new systems for annual budgeting, designed new financial reporting practices, and improved human resources practices. While at the law school, she also taught classes in negotiation and accounting and financial analysis.

Before coming to the UO, Jamie spent seven years working in the private sector. She began her career working as a consultant with McKinsey & Company, a global management consulting firm. At McKinsey, her engagements mainly focused on strategic planning and merger and acquisition projects for Fortune 500 companies. She then moved to the role of vice president of strategy and professional services for Beachfire, a venture capital-backed software company providing negotiation applications to the financial services sector. In 2001, when her family moved to Oregon, Jamie joined mediate.com, a technology company providing web services and information to professionals in the dispute resolution field.

Jamie received her bachelor of arts in economics from Harvard, her master of arts in law and diplomacy for international business from The Fletcher School of Law and Diplomacy, and her juris doctor from Harvard Law School. She was the training director for the Harvard Mediation Program and helped teach classes with the Harvard Negotiation Project. She was also a founding member and the deputy editor-in-chief of the Harvard Negotiation Law Review. She has published multiple articles on negotiation, mediation, and mergers and acquisitions.