- Home
- Registration
- Program
- Plan Your Trip
- Service Project
- Partners
- Proposals
- Resources
- Contact Us
Concurrent Sessions IICS8 - HEERF/CARES Act - Audits and Results
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Richard Cordova Executive Director, Audit University of Washington |
|
 |
Richard Cordova is the Executive Director of Internal Audit for the University of Washington and began his tenure at UW in July 2009. He reports to the Board of Regents via the Audit Advisory Committee (AAC) of the Board of Regents, additionally he administratively reports to the President of the University. Richard leads a team of 18 audit professionals responsible for conducting audits across the entirety of the University of Washington enterprise, including four medical centers, three campuses in Western Washington and numerous other UW national and international locations. Richard is currently serving a three-year term on the Board of Directors for the Association of College and University Auditors. Immediately prior to joining the University of Washington, Richard worked for a year at Starbucks as the Director of Internal Audit assisting in the completion of their audit program, which included audits in Mexico, Costa Rica and China as well as overseeing the completion of the Sarbanes-Oxley audit requirements. Richard also worked for PricewaterhouseCoopers for 24 years, culminating in the position of Director for Internal Audit Services in the Seattle Office. Richard obtained his Bachelors of Science from the University of Notre Dame and his MBA from the University of California, Irvine. |
| Andres Chan Director, Office of Fiscal Analysis University of Southern California |
|
 |
Andres Chan is a Director at the University of Southern California in the office of Financial Analysis. His responsibilities include the preparation of the university’s facilities and administrative cost rate proposal, fringe benefit rate proposals, paid leave proposals, as well as negotiating with the government on behalf of the university. Additionally, he oversees recharge center & effort certification compliance, as well as acting as the audit liaison for all university sponsored audits. He has over 20+ years of financial analysis/planning experience, with extensive experience in preparing F&A & Fringe Benefit Proposals, Space Surveys, Effort Reporting, and research administration related activities. He’s very knowledgeable with Uniform Guidance (2 CFR 200). He worked as a Senior Manager while a consultant with MAXIMUS Inc. as well as spent his first 7 years at California Institute of Technology. Additionally, he’s been involved in various ERP system implementations. |
CS9 - Supplier Diversity
Eligible for 1.5 Production CPE Credits
Monday, May 2 | 10:45 AM – 12:00 PM MDT
Session Overview
Supplier Diversity or the use of Historically Underutilized Businesses (HUB) is a key strategy. Particularly after the Supply Chain challenges of 2020, there has been an increased demand for more diverse and inclusive business practices. In this session, you will hear senior executive representatives from different institutions from around the country share their experience and recommended best practices in achieving their institutional HUB goals.
Learning Objectives
1) Understand real-world supplier diversity initiatives implemented by executive representatives across the country.
2) Identify diverse and inclusive business practices.
3) Determine best methods for setting and achieving institutional HUB goals.
About the Presenters
| Benjamin Alvarez Purchasing Director and HUB Coordinator University of Texas at El Paso |
|
 |
Benjamin Alvarez is a Director in Purchasing & General Services. Benjamin is responsible for managing strategic sourcing events, to include requests for proposals and competitive sealed proposals. This includes the establishment of evaluation teams, scope of work development, and documentation preparation. Benjamin is also responsible for the University’s HUB Program, working with departments in identifying opportunities for minority suppliers, the Central Receiving Department, which is responsible for receipt and delivery of packages for the University, and for the Records Management Department. Benjamin holds a Master of Business Administration with a Finance Concentration, and a Bachelor of Business Administration in Production and Operations Management from the University of Texas at El Paso. |
| Ann Anderson Associate Vice President, Enterprise Services University of Washington |
|
 |
Ann Anderson is the Associate Vice President for Enterprise Services within UW Finance for the University of Washington (Seattle, Washington, USA). With over 30 years in various leadership positions, Ann currently oversees the HR/Payroll Integrated Service Center, Tax, Procurement Services, Global Operations Support, Publication and Mailing Services, Public Records and Records Management. Prior to coming to the UW, she spent several years at Washington State University in accounting and finance related positions. In addition to her responsibilities with the University of Washington, Ann also serves as Chair of the Board of Directors for Harborstone Credit Union. Ann has a B.A. in Business Administration and Accounting from Washington State University. |
| Darin Matthews Executive Director/Chief Procurement Officer of Strategic Business Services Cal Poly-San Luis Obispo |
|
 |
Darin Matthews, CPPO, CPSM, C.P.M., NIGP-CPP. Darin currently serves as Chief Procurement Officer for Cal Poly University in San Luis Obispo, CA. He has over thirty years of procurement and supply chain management experience in state and local government, higher education, and private industry. Darin speaks throughout the world on procurement topics he cares about, such as supplier diversity, sustainable procurement, and negotiation strategies. He is the author of several books and articles on procurement and supply chain management. Darin has served on the faculty of University of Illinois, Florida Atlantic University, Portland State University, and University of California. He holds a bachelor’s degree in Business, as well as master’s degrees in Acquisition Management and Educational Technology. Darin is a certified instructor for NIGP: The Institute for Public Procurement and served as their President in 2007. In 2020 and 2021, he served as host of the podcast, The Evolution of Procurement. |
| Brian Newman Senior Associate Vice Chancellor & Vice President UCSF Real Estate |
|
 |
Brian Newman is a Senior Associate Vice Chancellor and Vice President at the University of California San Francisco where he leads UCSF Real Estate and provides executive-level strategy and oversight of campus planning, real estate transactions, lease portfolio management, the campus architect, building permits and inspections, and design and construction for UCSF, including both the University and UCSF Health. Brian and his management team work alongside approximately 190 professionals who shape the physical growth and development of UCSF across four campuses and deliver high quality and high functioning spaces and facilities. Together they are implementing an ambitious $9.7 billion 10-year capital plan that includes two major hospital expansions, an expanding network of outpatient centers, highly complex biomedical research facilities, academic and administrative space, and several hundred units of housing. Prior to joining UCSF in 2018 Brian served in a similar role at Oregon Health and Science University in Portland. Brian holds a bachelor’s degree in political science from Willamette University and a master’s degree in city and regional planning from the University of California at Berkeley. |
CS10 - Managing PCI within a University
Eligible for 1.5 Specialized Knowledge CPE Credits
Monday, May 2 | 10:45 AM – 12:00 PM MDT
Session Overview
The complexities of managing PCI Compliance within a University setting are incredibly challenging. This session will explore the unique difficulties a University faces in complying with the PCI Data Security Standard and provide options to make this task less daunting.
Learning Objectives
1. Learn about the large PCI environment of a University.
2. Understand the importance of P2PE to a University.
3. Realize the different unique challenges in a University setting.
About the Presenters
| Kevin Doar Director Merchant Services University of Washington |
|
 |
Kevin Doar serves as the Director of Merchant Services at the University of Washington. Prior to serving as Director, Kevin spent eight years in IT Audit, Computer Forensics, and IT Security. If you do not find Kevin wading PCI waters at UW, he is most likely whale watching, attending a local theatre, hiking, or dragging his wife and skeptical dog on some other random adventure. Kevin holds the CISA, CIA, and ISA certifications, and completed his MA and MS at Florida State University. |
CS11 - Budget Assist - A Custom Built Application of ServiceNow for Submitting Operating Budget Requests at the University of San Francisco
Eligible for 1.5 Management Services CPE Credits
Monday, May 2 | 10:45 AM – 12:00 PM MDT
Session Overview
This presentation will review the genesis, design, features, use, recent changes and yearly update of an application of ServiceNow (aka Budget Assist) employed by the University of San Francisco over the past nine fiscal years for the submission of strategic and contractual increase requests in support of the university's annual operating budget creation process. This presentation will also include Budget Assist's institutional benefits, lessons learned, examples of actual requests, as well as a demonstration of the platform's submission process, electronic routing and approvals, reporting, and data export features.
Learning Objectives
1) See and understand its features
2) See and understand what is involved in successfully developing, implementing, and managing the application
3) See and understand the university community and management benefits of having the platform; and
4) (Possibly, to be vetted with ITS) be able to receive the ServiceNow design details of USF's Budget Assist
About the Presenters
| Michael Harrington Associate Vice Provost, Office of Planning and Budget University of San Francisco |
|
 |
As Associate Vice Provost for Planning & Budget (AVPPB) for the University of San Francisco, Michael Harrington provides inputs to and supports the performance of the University of San Francisco’s strategic planning, forecasting, and operating budget processes. Reporting to the Provost, the Michael oversees the Office of Planning & Budget, supports the University Budget Advisory Council, and is a member of the Provost’s Circle as well as the University's Strategic Planning Core Committee. |
| Jeff Hamrick Vice Provost for Budget, Planning and Analytics University of San Francisco |
|
 |
Jeff Hamrick, Ph.D, CFA, FRM, Vice Provost for Budget, Planning and Analytics, Professor of Data Science and Finance, University of San Francisco, 2130 Fulton Street, San Francisco, CA 94117, (415) 422-6136Jeff Hamrick is the chief planning officer at the University of San Francisco, with direct responsibility for strategic planning, budget development, and forecasting. He also manages the University's institutional research and institutional analytics (i.e., reporting and analysis for decision-makers) functions. Finally, he oversees strategic initiatives, programmatic development, and day-to-day operations for the University’s campuses outside of San Francisco, as well as the University's continuing, executive, and certificate education initiatives. |
CS12 - Leading Change with Resiliency and Humility
Eligible for 1.5 Personal Development CPE Credits
Monday, May 2 | 10:45 AM – 12:00 PM MDT
Session Overview
Navigating an uncertain and open future is the true test of leadership. To provoke a cultural shift in our institutions, we must be bold and transparent. The underlying value proposition of our institution lives in its history, traditions, and norms that have weathered small and large shifts in the surrounding culture. Our culture is our greatest strength when navigating these storms and greatest weakness when attempting to make fundamental change. Being a leader is recognizing opportunities to declare when change is needed and inspiring others to follow. Equally relevant, our people are living through a most uncertain period, one that is provoked by moods of overwhelm, indifference, or even resignation about the future. Well-being is today’s strategic imperative.
Learning Objectives
1) A different kind of sensibility, one rooted in deep listening, being centered, and an uncommon sense approach to engaging others.
2) To recognize that humility and resiliency are inextricably linked.
3) How to shift from the constant need for solutions to listening for concerns with greater patience and ease.
About the Presenters
| Howard Teibel President Teibel Education Consulting |
|
 |
Howard Teibel partners with higher education administrators, academics, and their boards to reimagine the value of a 21st century education. His approach focuses on transforming how the academy, administrators, and their boards collaborate to move from intractable positions to authentic dialogue and shared commitments. Through consulting, teaching, and public speaking, Teibel helps institutions transform outdated practices and creates accelerated and sustainable culture change. Teibel’s work is centered around empowering teams to define, commit, and implement changes in social practices, especially in the face of disagreement. Education in 2030 will look and feel different from today. Teibel’s mission is to break down the old fiefdoms -- The academy versus the administration -- to work across departments, to develop leaders who will step up, and to innovate and re-create education. Howard’s company, Teibel Education Consulting, leads team building, strategic planning, and leadership programs that move the needle on the critical initiatives facing institutions. Teibel’s client roster includes University of Colorado, California State University, New Mexico State University, Princeton, Rutgers University, University of New England, Georgia Institute of Technology, and many others. Howard’s podcast, Navigating Change brings together thought leaders to explore innovations that shift how teams in education work together. Along with numerous pieces in higher education journals, Teibel co-authored the book Redesigning Higher Education: Systemic Integration and Cluster Based Learning with President Don Bix of Plymouth State University. Howard is a graduate of University of Binghamton and long-time student of many modalities of personal growth including meditation, language action theory of Dr. Fernando Flores and the transformation work of the Hoffman Institute. He is also a co-founder of Fathers Forever, an organization dedicated to creating fellowship among men who have experienced the death of a child. |
| Lupe Valencia-Skanes Vice President for Finance & Administration/Chief Financial Officer TTUHSC El Paso |
|
 |
Guadalupe Valencia-Skanes, M.B.A., CGFM, earned her Bachelor of Business Administration and Master of Business Administration in accounting from the University of Texas at El Paso and is a Certified Government Financial Manager. She has over 20 years’ experience in accounting and finance, and has held executive leadership roles at the University of Washington, the University of Alaska Anchorage, the University of Arizona and UTEP. She currently serves as the second vice president of the Western Association of College and University Business Officers and holds several committee appointments. She is also on the board of the El Paso Chapter of the Association of Government Accountants and was recently appointed certification chair. She joined TTUHSC El Paso as Vice President for Finance & Administration/Chief Financial Officer in November 2021. Her duties include oversight of budget-financial/procurement operations, physical plant and support services, and the Texas Tech Police Department on the TTUHSC El Paso campus. |
CS13 - Tax and Operational Considerations in a Post-COVID Reality
Monday, May 2 | 10:45 PM – 12:00 PM MDT
Eligible for 1.5 Taxes CPE Credits
Session Overview
U.S. colleges and universities deliver on their educational missions in a variety of ways. Strategic objectives and corresponding programs are more diverse, complex, and have the potential to connect with more people than ever before. While the on-campus, in-person environment remains the primary hub and an institutional engine, the industry is more nimble and this collective flexibility presents tax and operational challenges for institutions and their stakeholders. Furthermore, the needs of learners are changing as well. Students have higher expectations around digital experiences, are more discerning connecting their education to employment, and are more sensitive to debt-related to tuition costs. There are layers of issues to consider that impact the institution and its people. This panel discussion will provide a tax compliance overview and discuss implications and strategies – both domestic and global – for mitigating exposure while burnishing the institution’s brand. It will also highlight the critical topic of keeping the student experience front and center, and ideas for translating that experience into long-term institutional sustainability.
Learning Objectives
1) Outline key tax compliance updates for higher education and related strategies for responding to IRS notices
2) Discuss potential solutions for mitigating tax risk related to global activities and a mobile workforce
3) Identify linkages between student experience and long-term institutional sustainability
About the Presenters
| Chad Franks Principal, DEO KPMG |
|
 |
Chad is a Principal and leads KPMG’s Development and Exempt Organizations Tax Practice for the Pacific Southwest and Bay Area business units. With almost 20 years of tax experience, Chad is based out of the Los Angeles office and dedicates 100 percent of his time to serving philanthropic and tax exempt organizations including healthcare organizations (payors and providers), higher-education institutions, public charities, pension trusts, non-governmental organizations (NGO), private foundations, social welfare organizations, business leagues/associations, and corporate philanthropic divisions. Chad is also a deep subject matter professional with respect to tax exempt bond private business use issues and leads the KPMG Private Business Use Tracker initiative. Prior to joining KPMG, Chad served as a Lead Tax Executive at a Large Public Accounting Firm and exclusively served exempt organization clients. In his current role, Chad continues to provide consulting and advisory services to his clients including, but not limited to: Preparation/Review of Forms 990, 990T, 990PF, 926, 1023, 1024, 4720, and 5471. Conducting Unrelated Business Income Tax studies and Tax-Exempt Bond Post-issuance compliance private business use reports. Consulting regularly on issues involving intermediate sanctions, unrelated business income, joint ventures, alternative investments, Section 501(r), community benefit, fundraising, politics and lobbying, tax-exempt status, self-dealing reportable and foreign transaction disclosures, charitable contribution substantiation, employee benefits, captive insurance arrangements, and other tax issues faced by tax exempt organizations. Assistance with development, design and improvement of Corporate Social Responsibility and Sustainability programs both locally and globally.Assistant with International Taxation issues related to forming and operating charitable programs or entities in foreign jurisdictions, as well as, assistance with compliance related requirements stemming from investments in foreign countries. |
| Chad Bandy Managing Director, Higher Education Strategy KPMG |
|
 |
Chad Bandy has over 25 years of higher education strategy and operations experience. Prior to KPMG, Bandy served as the Chief Growth Officer for Bisk Education, an online learning services company that provided market research, enrollment and marketing, technology services and program management for some of the country’s leading institutions. Chad is an operational strategist with experience as a university administrator as well as an executive leader delivering outsourced solutions to university clients. He has partnered with R1 institutions, Carnegie institutions, community colleges, public institutions, as well as private, liberal arts institutions. Prior to Bisk, Bandy served as the Vice President of Blackboard Student Services where he worked with over 300 colleges and universities partnering to deliver student lifecycle services in the areas of admissions management, financial aid, technology assistance, as well as student retention. Chad spent 15 years at a major institution, leading student services for online and campus-based programs. As Regional Vice President, he managed student and instructional services for more than 50,000 learners across 13 states. His role included leadership over a P&L achieving over $600M in annual revenue with twenty three campus locations with over 1000 employees. Chad has partnered with college presidents, provosts, chief information and technology officers, as well as leaders in marketing, retention management, and enrollment. He specializes in the delivery of services to deliver scalable, seamless services to university students. |
| Liam Schwartz Manager, Infrastructure and Projects KPMG |
|
 |
Liam is a Manager in KPMG’s Infrastructure and Projects Advisory practice. Prior to joining KPMG, Liam worked for over 10 years at the intersection of strategic initiatives and data analytics in higher education, as Assistant Provost at Harvard University and Assistant Vice President for Institutional Analysis at The University of Chicago. Liam has built and led analytic teams that make critical contributions to strategic planning on campus. At KPMG, he has helped advise higher education clients from major community college systems to flagship public universities on key strategic and operational questions. In addition, Liam has engaged with issues related to data governance and infrastructure. His team at Harvard led the design and implementation of an AWS-based platform to advance institution-wide analysis and reporting. Liam also partnered with colleagues across the university to help improve data reliability, widen data access, and streamline reporting processes. At UChicago, he served as a member of the Data Stewardship Council.
During his time at Harvard, Liam also supported senior leadership directly as a member of the President’s Office. This included speechwriting, drafting university-wide and public communications, as well as staffing |
| Curtis Saueressig Managing Director, ITES KPMG |
|
 |
Curtis Saueressig is the national lead Managing Director for KPMG’s International Tax-Exempt Services (ITES) practice. He specializes in helping higher education and other not-for-profit organizations better understand and confront the challenges they face when working abroad. Curtis has nearly 20 years of experience in tax consulting, compliance, and program design in the nonprofit sector, focusing on international operations. After beginning his KPMG career in San Francisco, Curtis also spent time in New York before relocating to Atlanta where he currently lives with his wife and three children. There he’s active in the community, serving on the board of a local non-profit, HealthMPowers. Prior to joining KPMG, Curtis was based in Ghana with the Peace Corps where he was honored with the Foreign Teacher of the Year Award, presented to him by then President of Ghana, J.A. Kufuor. Curtis received his B.S. in mathematics from the University of Wisconsin-La Crosse and certificate in non-profit management from San Francisco State University. |
CS14 - Cryptocurrency in Higher Education
Eligible for 1.5 Specialized Knowledge CPE Credits
Monday, May 2 | 10:45 AM – 12:00 PM MDT
Session Overview
Cryptocurrency has revolutionized payment acceptance, investment allocation and philanthropy models across many sectors. Traditionally, the higher education sector has been slow to adopt new practices. However, higher education institutions that have accepted cryptocurrency have opened new philanthropy and tuition payment channels, thereby increasing revenue. How are higher education and not-for-profit institutions navigating this relatively nascent $3 billion asset class, from tuition acceptance to philanthropy policy to investment allocation? To help higher education leaders navigate these questions, Moss Adams and Prager & Company will share insights garnered from the current best practices in the industry as well as the results and analysis generated from an industry-wide comprehensive survey. We will share how institutions should be thinking about cryptocurrency from policy development, risk mitigation, payment/liquidation mechanics and the current practices around its accounting treatment. Join us for this session in which we’ll share insights on the survey findings, industry best practices and discuss factors to consider as you’re setting up your organization to accept cryptocurrency.
Learning Objectives
1) Define cryptocurrency and identify the major types of cryptocurrencies
2) Identify circumstances when institutions may consider cryptocurrency
3) Discuss strategies to consider when setting up organization to accept cryptocurrency
About the Presenters
| Elizabeth Dollar Partner Moss Adams |
|
 |
Liz has practiced public accounting since 2000. Her focus is financial statement and compliance audits for not-for-profit organizations including foundations (both public and private), trade associations, multiservice not-for-profit entities, health care organizations, and universities. Liz audits many organizations receiving federal funding under Uniform Guidance for Federal Awards (formerly OMB Circular A-133). Liz leads the Northern California government, not-for-profit & regulated entities group and is also leads the foundations assurance practice for the firm. |
| AJ Prager Director Prager & Company |
|
 |
AJ Prager is a Director in Prager’s Strategic and Financial Advisory practices. Mr. Prager has over 20 years of experience in financial services working with for-profit and not-for-profit institutions with equity and debt capital raising, strategic partnerships, and mergers and acquisitions. He has been with the firm for over 10 years. Prior to working at the firm, Mr. Prager led a consulting business advising higher education institutions and for-profit companies with strategy, valuation, and investor sourcing. Previously, he worked at Warner Bros. Entertainment in the Corporate Business Development & Strategy group supporting the business units by assessing strategy followed by market execution including corporate acquisitions and venture capital-type investments. Mr. Prager began his career at Bear Sterns working with financial institutions on equity and debt capital raising. He has worked closely with the WASC Senior College and University Commission (“WASC”), helping to define, develop, and analyze a framework to assess for-profit institutions which remains a key tool in the accreditation evaluation process. Additionally, he has served on three WASC reaffirmation teams. Mr. Prager received his undergraduate degree in economics from Claremont McKenna College and an MBA from UCLA Anderson School of Management. He is a FINRA Registered Securities Representative and a Registered Municipal Advisor. |
 |
| Return to Schedule |
Click Image below for Exhibitor List and Map
Sponsors
