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Concurrent Sessions IIICS15 - Implementing Sustainability Initiatives in Higher Education
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| Ruth Johnston Vice Chancellor & Strategic Chief Financial Officer NMSU |
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Ruth Johnston serves as the NMSU system vice chancellor to help set system-wide strategy, drive operational effectiveness and continuous improvement, while creating a climate of accountability, service and trust. Ruth oversees Audit Services, Budget Office, Business Affairs Office, Environmental Health Safety & Risk Management, Facilities & Services, Government and Community Relations, Human Resource Services, Information & Communication Technologies, Real Estate & Aggie Development, Inc., and Marketing & Communications. Prior to this role, Ruth served as vice chancellor for University of Washington (UW) Bothell Planning & Administration where she provided leadership for administrative, financial, facilities, IT, human resource operations and governmental & community relations. Prior to UW Bothell, Johnston spent most of her career at the University of Washington Seattle in leadership roles across the institution. Johnston holds a doctorate in organizational development and higher education, a master’s degree in human relations and a bachelor’s in counseling psychology. Ruth serves as president on the Western Association of College & University Business Officers board of directors and the board of the National Association of College & University Business Officers. She teaches a variety of classes and workshops, and has consulted with higher education institutions, associations and some federal agencies. |
| Julie Baca Vice President, Finance & Administration Western Colorado University |
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Julie provided community leadership in city management for over 13 years before joining Western Colorado University’s team in 2010. In her role as Vice President of Finance and Administration she serves as Western’s Chief Facilities Director. She has overseen over $150M in construction at Western and procured millions of state and grant dollars to support Western’s mission. She previously served on Westerns Sustainability Action Committee and NACUBO’s Sustainability Committee. |
| Steven Schwartz Vice President, Finance & Administration Fort Lewis College |
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As the Chief Operating Officer at Fort Lewis College, Steve Schwartz is responsible for the administrative functions of the college, including finance, facilities management, capital planning, purchasing, human resources, information technology, Community Concert Hall, Old Fort operations, environmental health & safety/risk management, campus police, internal audit and financial aid. In his role as COO, Steve focuses on growing the institution by enabling innovation directed at serving the college’s stakeholders. He has a passion for driving efficiency and integrating sustainability in operations. Steve has been employed by Fort Lewis College for almost 25 years. During that time, he has served as Director of Institutional Research, Budget Director, Vice President for Finance & Administration/Chief Financial Officer, and Chief Operating Officer. Steve received his B.A. degree from Fort Lewis College and his MBA from the University of Kentucky. In his free time, Steve can be found either on a beach with his wife or riding his mountain bike aimlessly on the trails in and around Durango, Colorado. |
CS16 - Incorporating Critical Policy Analysis to Improve Policies that May Unintentionally marginalize Campus Communities
Eligible for 1.5 Business Management & Organization CPE Credits
Monday, May 2 | 2:15 PM – 3:30 PM MDT
Session Overview
This session problematizes and explores institutional policy and processes. As a framework and method, Critical Policy Analysis (CPA) looks to interrogate traditional policy research and how policy or law often disadvantages marginalized communities. Several tenets and guidelines will be presented and discussed to help create a broader perspective for participants in looking at policy and process.
Learning Objectives
1) Attendees will acquire tools and a usable framework to evaluate and review policies and processes that impact marginalized communities.
2) These tools can help attendees improve operational business processes and policies.
3) Attendees will learn techniques to incorporate equitable and social justice practices into their institutional work
About the Presenters
| Darren Marshall Assistant VP of Budget Services and Financial Planning Salt Lake Community College |
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Darren Marshall is the Assistant Vice President of Budget Services and Financial Planning for Salt Lake Community College (SLCC). Darren manages and supervises the budget office staff, overseeing a $170 million operating budget, and involved in the overall $300 million institutional budget. He works closely on legislative processes and appropriations and guides the college’s operating budget request needs. He also manages the informed budget process, where he helps the executive cabinet make annual budget decisions. Darren has enjoyed being involved with the legislative process for 24 years. Darren is a Certified Internal Auditor and finalizing his dissertation in the Education Leadership and Policy Ph.D. program at the University of Utah. His dissertation focus is on Latinx Education Policy and undocumented student success. Darren is also interested in studying the cost of education and how it impacts low-income students. Before working at SLCC, Darren worked for seven years at the Utah State Board of Higher Education in policymaking, budgeting, data reporting, and auditing. He also served as Utah’s certifying officer for the Western Interstate Compact for Higher Education. Darren has also worked at the Office of the Legislative Auditor General, where he supervised staff on audits focusing on disabilities, welfare services, and K-12 and higher education. His auditing skills in program evaluation continue to influence his work, school, and career. Darren enjoys traveling and studying history and languages. He is also an avid family historian focusing on DNA research. |
CS17 - Living in the Age of Ransomware
Eligible for 1.5 Information Technology CPE Credits
Monday, May 2 | 2:15 PM – 3:30 PM MDT
Session Overview
Frank and open discussion panel on the detection, response, and remediation of a ransomware attack. Real world description of the step-by-step actions within the IT departments of 2 top tier Universities in Texas when hit by a ransomware attack.
Learning Objectives
1) Provide knowledge from experience to inform others on what steps can be taken to prevent a ransomware attack, rather than how to recover from one.
2) Discuss technical aspects of disaster recovery plans when it comes to cyber security and computer system.
3) Learn about the technical aspects of deploying an Endpoint Detection & Response solution to improve security posture and incident response.
About the Presenters
| Luis Hernandez VP Information Resources University of Texas at El Paso |
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Luis began his career with the University of Texas at El Paso in 1998 with the Networking and Telecommunications Services group and was responsible for providing system administration support to University Windows and Novell based systems. During his tenure with the university, he has served a variety of technical and administrative functions, which have afforded him the opportunity to be involved in the development, and implementation of technical projects/initiatives to improve the University’s efficiency. He has ascended through the ranks of administration at the university by proving himself an accomplished manager, advisor, administrator, and leader with expertise in all aspects of technology, project management and administration. Considered a respected supervisor, attentive listener, and results oriented team player with good staff rapport. On a more personal note, Luis is a double graduate of UTEP, receiving a BBA in CIS (1997) and an MBA in CIS (2004). He is also a graduate of the CIO Institute from Carnegie Mellon University, is a Microsoft Certified System Engineer and former President of the Software and Information Technology Organization. Luis believes in simplicity in life and in work. Focus on what is important and success, as well as happiness, reveals itself. Take care of your people, focus on the customer and act with intention and purpose on what is important. |
| Nassos Galiopoulos Chief Technology Officer and Deputy CIO University of Texas at San Antonio |
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Nassos Galiopoulos, leads the development of strengthened systems to support students, faculty and staff in their academic, research, and administrative pursuits. Nassos has a proven record of success in enterprise service management and performance analytics, bringing two decades of experience in a myriad of industries to his role as CTO and Deputy CIO. As The University of Texas at San Antonio expands on our digital transformation, Galiopoulos’ ability to cultivate high-performing teams and drive innovation will play a crucial role. Prior to coming to UTSA, Galiopoulos served the University of North Texas System (UNTS) as a service operation, analytics and technology executive. There, he led and directed the enterprise information technology services for the UNT System while advancing partnerships with internal and external entities to optimize the institution’s value and the student experience. Galiopoulos has a passion for analytics and has demonstrated substantial success in using proven process models to provide end-to-end services to customers. A first-generation college student and two-time UNT alumnus, Galiopoulos holds a bachelor’s degree in business administration and an M.B.A. in Information Technology and is currently working on his Ph.D. in Cybersecurity and Analytics at The University of Texas at San Antonio. |
CS18 - What Chief Diversity Officers Want You to Know
Eligible for 1.5 Personnel/Human Resources CPE Credits
Monday, May 2 | 2:15 PM – 3:30 PM MDT
Session Overview
The role of a Chief Diversity Officers (CDO) is of great and ever-growing importance in our higher education organizations. This position recognizes and advances the culture of inclusion excellence for campus communities of staff, students and faculty. Join us in a panel discussion with CDOs as they share their roles, experiences, and vision for actualizing the commitment to diversity, equity, and inclusion throughout higher education organizations. Bring your questions and hear insightful responses that can benefit us all.
Learning Objectives
1) Explore the role of a Chief Diversity Officer (CDO) in higher education through a panel discussion with CDOs as they share about their roles, experiences, and vision for actualizing the commitment to diversity, equity and inclusion.
2) Enhance participant knowledge and awareness of higher education practices surrounding diversity, equity and inclusion via question and answer exchange.
3) Hear insights from panelists of what higher education business officers can do to advance the culture of inclusion excellence.
About the Presenters
| Renee Navarro Vice Chancellor of Diversity and Outreach UCSF Office of Diversity & Outreach |
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Renee Chapman Navarro, PharmD, MD , professor of Anesthesiology and Perioperative Care, was appointed as the University of California, San Francisco’s inaugural Vice Chancellor of Diversity and Outreach in 2010. Her responsibility includes leading the DEI strategic planning and program implementation across all mission areas of the campus and health center as it relates to learners, faculty, staff and leadership. She is a nationally recognized faculty leader and educator with a career that has included health system and academic leadership responsibilities. Her leadership positions at Zuckerberg San Francisco General Hospital included acting Chief of Anesthesia, 10 years as the Medical Director of Perioperative Services and Chief of the Medical Staff. Her institutional impact includes her service as Associate Dean of Academic Affairs and Director of Academic Diversity at UCSF, charged with coordinating the University’s Strategic Goal of nurturing the diversity of faculty through targeted outreach, campus policy and procedural changes as well as ongoing education. As vice chancellor she continues to lead equitable faculty recruitments through the Faculty Equity Advisor Program. Nationally, Dr. Navarro has continued her strong leadership and advocacy for equity and inclusion. She served as a member of the White House Fellowship selection committee, NIH Advisory Group to the Director’s working group on diversity, the American Society of Anesthesiologists (ASA) Committee on Professional Diversity and the ASA Professional Issues Education Committee. Dr. Navarro is committed to public service, serving on the San Mateo Commission on the Status of Women, the San Mateo Commission on Disabilities and was the founding Chair of the Group on Women in Medicine and Science for the Association of American Medical Colleges (AAMC). She is the immediate past chair of the AAMC’s Group on Diversity and Inclusion and is leading the UCSF’s Action Collaborative to address gender harassment and sexual misconduct in academic medicine as well as a new strategic Institutional Anti-racism initiative. The Office of Diversity and Outreach has significantly impacted the university and community for which it received the 2016 Health Professions Higher Education Excellence in Diversity Award from Insight into Diversity Magazine. Dr. Navarro has received numerous awards including a mentorship award from California Assemblyman Leno. Her impact on health equity and service has also been recognized by San Francisco Mayor Willie Brown’s Proclamation of J. Renee Navarro Day in San Francisco.
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| Christopher Whitt Vice Chancellor University of Denver |
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Dr. Christopher M. Whitt is the University of Denver’s Vice Chancellor for Diversity, Equity, and Inclusion and also serves as a member of the Board of Directors for the National Association of Diversity Officers in Higher Education (NADOHE). Before beginning at the University of Denver, Dr. Whitt was the Inaugural Vice Provost for Institutional Diversity and Inclusion at Creighton University where he established the school’s Office of Institutional Diversity and Inclusion and successfully built frameworks and structures for diversity, equity, and inclusion from the ground up. Previously, Dr. Whitt served as founding director of the Center for Inclusive Leadership and Equity at Augustana College. He also served as the chair of Augustana’s Department of Political Science. Dr. Whitt has been recognized nationally for his teaching as a political science professor as well as his leadership and community engagement. At the University of Denver, Dr. Whitt has embarked on refining the structure of DEI across the institution to grow from an Office of DEI to a division serving and supporting the whole university community. Justice is at the core of the renewed focus on prioritization of DEI that Dr. Whitt is working collaboratively to bring to the university. He is bolstering structures to support both the operations of DEI as well as its academic engagement. Along with partners across the university, Dr. Whitt hopes to expand the University of Denver’s footprint nationally as an innovator in DEI and a destination of choice for potential students, faculty, and staff from a wide variety of intersecting backgrounds. |
| Ryan Ross Associate Vice Chancellor for Student Affairs, Equity, and Inclusion Colorado Community College System |
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Dr. Ryan E. Ross is a sought after speaker, educator, leadership coach, and servant leader committed to equity and inclusion, educational access, and the development of leaders. Ryan’s professional, community, and social contributions have afforded the opportunity to be coined “Denver’s role Model for Inclusiveness, as well as land him recognitions such as: The Denver Business Journal’s prestigious 40 under Forty Award, The City of Denver’s Mayoral Diversity award, Being named as an African American who make a difference by the Denver Urban Spectrum, Receiving Colorado’s M.O.D.E.L (Man of Distinction Excellence, and Leadership) award, Receiving the 2013 MLK Humanitarian award from Colorado’s Martin Luther King Jr. Commission, Being named as one of Colorado’s top five most influential young professionals by COBIZ magazine, and Being recognized as the 2016 Colorado 9 News leader of the year. Ryan’s passion for community, leadership, and education is directly related to his experiences growing up and desire to pay it forward to the community that afforded him many opportunities. Ryan’s innovative work can be witnessed through his leadership in programs such as the Kappa League Leadership development program, the Urban Leadership Foundation of Colorado, The Global Minded and CCCS Get Comfortable Being Uncomfortable Equity Podcast, and in collaboration with many community partners such as Denver Public Schools, Rise 5280, and the Center for Multicultural Excellence centers at the University of Denver and Colorado State University to name a few. Professionally, Ryan serves as the Associate Vice Chancellor for Student Affairs, Equity, and Inclusion for the Colorado Community College System, owns a boutique speaking and consulting firm called Stirred UP Enterprises, and serves as the President of the Urban Leadership Foundation of Colorado. In the community you will find him serving organizations such as the Denver Botanic Gardens, Kappa Alpha Psi Fraternity Inc., the National Western Denver Scholarship Advisory Board, and the GlobalMindED National Advisory Council. Dr. Ryan E. Ross continues to live by his own words…“Achievement waits ahead so never look back besides why settle on being Good when we are designed to great!” |
CS19 - Exploring Alternative Risk Financing Solutions
Eligible for 1.5 Specialized Knowledge CPE Credits
Monday, May 2 | 2:15 PM – 3:30 PM MDT
Session Overview
Higher education has been particularly impacted by the hardening market, and the additional complexities resulting from the COVID-19 pandemic. Whether it’s limited market capacity through a reduction in limits and exclusions, geography concerns or challenging jurisdictions, the standard market may not have the capacity that you need at the premium your institution can afford, especially as the market continues to harden for colleges and universities. In this session we will explore the fundamentals of alternative risk financing solutions and how our higher education clients are leveraging those solutions to combat market conditions. Alternative risk solutions are more important now than ever. This one-hour session will help you evaluate if an alternative risk financing approach is right for your institution.
Learning Objectives
1) Overview of alternative risk financing solutions – What are they? How do they work?
2) How higher education institutions can use alternative risk financing solutions
3) Advantages and disadvantages of the different types of alternative risk financing solutions
About the Presenters
| Stacie Kroll Managing Director AJ Gallagher |
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Stacie is an experienced higher education risk professional and a national resource to help you research and respond to the wide array of risk management challenges. She understands the value of establishing and maintaining vigorous and positive risk management solutions that result in personal risk management ownership. Stacie joined Gallagher in 2021 after serving as the Director of Compliance and Risk Management for Five Colleges, Incorporated, serving Amherst, Hampshire, Mount Holyoke and Smith College. She has also served as Chief Operating Officer and Executive Vice President of Five Colleges’ captive insurance company. She has served in several leadership roles at URMIA including as a board member. |
CS20 - Navigating the Decarbonization Journey through Resilient Campuses
Eligible for 1.5 Specialized Knowledge CPE Credits
Monday, May 2 | 2:15 PM – 3:30 PM MDT
Session Overview
Through this panel presentation, attendees will be better equipped to identify where their institution is on its unique energy efficiency journey. Jaime Paris Boisvert, Higher Education Market Director, Johnson Controls, will moderate a conversation with education leaders to uncover the questions to ask when considering upgrades, and to explain with industry examples how a different way of thinking can help higher education institutions creatively fund green, future-ready projects that will support efforts to attract and retain students, faculty and benefactors. Attendees will walk away with concrete next steps that can be applied to make real progress towards their own decarbonization, and efficiency targets.
Learning Objectives
1) Discuss how combining innovative financing approaches can achieve campus sustainability and resilience goals
2) Identify technology solutions that can be employed in support of decarbonization and energy independence efforts
3) Understand how other institutions have determined the most favorable format of infrastructure work on campus, considering factors such as risk tolerance, debt capacity, regulatory requirements and ESG commitments
About the Presenters
| Jamie Paris Boisvert Director, Higher Education Market Johnson Controls |
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Ms. Paris Boisvert joined Johnson Controls to serve as the Director for the Higher Education Market across North America. She is well known for delivering solutions that optimize buildings and infrastructure by improving energy efficiency, data collection and analysis, comfort, safety and security. This approach allows the clients she serves to realize lower energy costs and increased building values, as well as garner recognition for corporate and social responsibility in the communities in which they operate. Prior to joining JCI, Jaime's experience as a General Manager leading strategy, sales, and operations for a building technologies provider the Boston market fueled her passion for higher education thought leadership, meaningful market insights, decarbonization, and impactful infrastructure and digital offerings. She also serves on the Board of Trustees for Nichols College, her alma mater in Massachusetts. |
| Michael Unebasami Associate Vice President for Administrative Affairs University of Hawaii Community College System |
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Michael T. Unebasami is the associate vice president for administrative affairs at the University of Hawaii Community College System. Unebasami’s many accomplishments include overseeing nearly $800 million of capital improvements, growing the system’s operating budget from $90.8 million to $248 million, and introducing a popular electronic tenure and promotion process. He is a past NACUBO board member, chair of the NACUBO Two-Year College Constituent Committee, and a past board president of regional affiliate WACUBO, among many other volunteer efforts. In 2019, he was the recipient of the NACUBO Distinguished Business Officer Award. |
| Chris Vitelli Superintendent / President Merced College |
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Prior to his role as Superintendent/President, Chris Vitelli was the Vice President of Student Services at Merced College. He has extensive years’ experience in management and administration, including senior administration-level experience serving in various capacities, including Chief Student Services Officer (CSSO), Chief Instructional Officer (CIO), and Accreditation Liaison Officer (ALO). Vitelli has also served as Dean of Instruction and interim Vice President of Student Services at Columbia College in Sonora, California. Other professional experiences include Director of Student Services for the College of Agricultural and Life Sciences at the University of Florida and Director of Business, Industry, and Community Services at Merced College. Each of these roles required leadership and collaboration with the implementation of educational and instructional programs, special projects, and budget management. These experiences have shaped Vitelli’s career trajectory as a “can do,” innovative leader with strong vision and have prepared him to lead MCCD by providing a deep knowledge base and familiarity with all aspects of a community college organization. |
| Donna Souder Hodge Vice President of Operations and Advancement Colorado State University at Pueblo |
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Dr. Donna Hodge is the Vice President of Operations and Advancement and Chief Strategy Officer at Colorado State University Pueblo (CSU Pueblo). She directs and oversees Facilities Management, Auxiliary Services, and the Advancement team, which includes mission-driven fundraising, $34M in CSU System funding, as well as the people and programming to support more than $16 million in federal Hispanic Serving Institution program grants from the Department of Ed. Her work has been featured in Forbes, Education News, International Business Times, and has been recognized by AASCU as one of the organization’s 2021 Excellence and Innovation awardees. Donna has a Ph.D. in Classical Rhetoric and Master Degrees in English and Women's Studies. In 2017, she completed the MIT Sloan School of Management's Executive Program in Business Process Design Strategic Management. In 2019, she was accepted into the American Association of State Colleges and Universities (AASCU) Executive Leadership Program as an AALI Fellow. In 2022, she joined a cohort of higher education leaders at Harvard’s Institute of Education Management, a year-long program from the Harvard Graduate School of Education. She is a member of the Board of Directors of the Colorado Network of Women Leaders (CONWL) — a regional chapter of the American Council on Education (ACE) and was the 2020 Director of CONWL’s signature program, the Academic Management Institute. Donna is a member of the CSU Pueblo President's Cabinet, President’s Budget Advisory Board, and University Leadership Team. Donna is a tenured Associate Professor of Rhetoric in the Department of English & World Languages. |
CS21 - Fostering Agility in Your Institution’s Capital Planning
Eligible for 1.5 Finance CPE Credits
Monday, May 2 | 2:15 PM – 3:30 PM MDT
Session Overview
As we continue to embark on a new chapter in higher education, universities across the country are re-thinking "the way we've always done it." Business officers are facing unprecedented pressure to reduce costs, diversify revenue, and drive efficiency all while developing a long-range capital plan for strategic investments. In this interactive session, you’ll hear from three leading business officers who will share their journeys in developing a more agile approach to capital planning that has enabled their institutions to adapt to changing environments.
Learning Objectives
1) Understand and observe how your peers are evolving their capital budget, planning, and finance strategies.
2) Identify areas of opportunity to promote cost transparency and drive efficiency within your current capital finance plan.
3) Implement an agile framework that will support stronger alignment between central finance and unit business leaders.
About the Presenters
| Joseph Smith Chief Financial Officer Gonzaga University |
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Joe joined Gonzaga in October 2010 as the Associate Vice-President for Finance after spending nine years in public accounting with KPMG and Arthur Andersen in Seattle. Joe has served as Gonzaga’s Chief Financial Officer (CFO) since January 2018. In the role, he oversees accounting and financial record-keeping, operating and capital budgets, procurement, treasury (banking, financing, investments), taxation, insurance, emergency preparedness & risk management, and real estate. Joe also teaches as an adjunct professor in Gonzaga’s School of Business Administration and has served on the board of directors for numerous not-for-profit organizations, including the housing arm of Catholic Charities of Spokane, the Washington Society of CPA’s, and Early Life Speech and Language. Joe is an alumnus of Gonzaga University. Joe is a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA). |
| Salvador Aceves Senior Vice President and Chief Financial Officer Regis University |
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In May 2014, Salvador D. Aceves, Ed.D., was appointed Vice President and Chief Financial Officer, as well as Professor of Accounting at Regis University. In May 2015, he was promoted to Senior Vice President and Chief Financial Officer. Prior to this appointment, he served as Associate Vice President for Academic, Financial Planning and Analysis in the Office of the Provost at Fordham University. He held an appointment as Associate Professor of Accounting in the Gabelli School of Business. Aceves is a reviewer for both the Higher Learning Commission and the Middle States Commission on Higher Education. He is on the Board of the Colorado Alliance of Research Libraries, a consortium of sixteen libraries located in Colorado and Wyoming. His most recent publication: “Finances: How Can They Reflect the Institution’s Mission and Values?” appears in the Spring 2019 issue of Conversations on Jesuit Higher Education. |
| Linda Campos Associate Vice President for Finance University of Idaho |
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Linda joined the University of Idaho in 2016 as University Controller. In her current role as AVP for Finance, she leads the teams responsible for accounting, financial reporting, tax compliance, treasury, accounts payable, accounts receivable, payroll, procurement, and business systems/ERP support. Prior to joining the U of I, Linda worked initially in public accounting and then held accounting and financial management roles with several not-for-profit organizations in Washington, Idaho and the District of Columbia. Linda holds a Bachelor’s degree in business administration from Washington State University and an MBA from Boise State University. She is a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA). |
| Leslie Brunellil Senior Vice Chancellor for Business and Financial Affairs University of Denver |
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Leslie Brunelli is the senior vice chancellor for business and financial affairs at the University of Denver. Brunelli functions as the chief financial officer and develops operational and financial policies that deliver the resources, services and facilities necessary for the continued advancement of the University of Denver. In this role, she is responsible for coordinating the institutional mission and plans into operational reality. Brunelli has 22 years of experience in higher education, previously serving in multiple positions at the University of South Carolina including vice president for finance and chief financial officer. She is an appointed member and chair of the National Association of College and University Business Officers Research Universities Council (NACUBO) and has presented at NACUBO, SACUBO and APLU events. Brunelli is a Phi Beta Kappa graduate of the University of South Carolina with a bachelor’s degree in philosophy and a Master of Business Administration. |
CS22 - Approaching Multi-Generational Workforces
Eligible for 1.5 Personnel/Human Resources CPE Credits
Monday, May 2 | 2:15 PM – 3:30 PM MDT
Session Overview
Today’s social construct is often at odds with how we ought to be communicating and thinking about multiple generations in our workforce. This session will help you gain insight into topics on myths and realities of changing demographics within our communities, and how critical it is now to build a new understanding of the shifting physiological, cognitive, social, family, and psychological realties within our colleges and universities.
Learning Objectives
1) The Reluctant Retiree
2) The Other End of the Reluctant Retiree
3) Longer Term Demographics
About the Presenters
| Joe Coughlin Director of MIT AgeLab Massachusetts Institute of Technology |
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Joseph F. Coughlin, PhD is Director of the Massachusetts Institute of Technology AgeLab. He teaches in MIT's Department of Urban Studies & Planning and the Sloan School's Advanced Management Program. Coughlin conducts research on the impact of global demographic change and technology trends on consumer behavior and business strategy. He advises a wide variety of global firms in financial services, healthcare, leisure and travel, luxury goods, real estate, retail, technology, and transportation. Coughlin has served on advisory boards for firms such as Bell Canada, British Telecom, Daimler, Fidelity Investments and Sanofi-Aventis. He was appointed by President George W. Bush to the White House Advisory Committee on Aging and by Governor Charlie Baker to the Governor’s Council on Aging in Massachusetts where he co-chaired the Innovation & Technology Subcommittee. A Behavioral Sciences Fellow of the Gerontological Society of America and a Fellow of Switzerland’s World Demographics & Ageing Forum, Coughlin is a Senior Contributor to Forbes and writes regularly for MarketWatch and the Wall Street Journal. He was named by Fast Company Magazine as one the ‘100 Most Creative in Business’ and by the Wall Street Journal as inventing the future of retirement. Recently, Coughlin was recognized as one of 15 World Minds by the Zurich-based World Minds, a select community of global leaders in science, arts and business. His recent book, The Longevity Economy: Inside the World's Fastest Growing, Most Misunderstood Market (Public Affairs, 2017), is one of CEO READ’s Business Bestsellers. |
| John Diehl Senior Vice President Hartford Funds |
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John Diehl is senior vice president of applied insights for Hartford Funds. He and his team are responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. John also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab. John joined the company in 1988 and was promoted to assistant vice president in 1991 and vice president in 1997. He was named senior vice president in 2007, while he led the Retirement and Wealth Consulting Group, which was responsible for building awareness and knowledge of retirement challenges and the latest planning strategies to address them. In 2012, John was named Senior Vice President, Strategic Markets; in this role, he devotes his efforts to serving the needs of financial advisors and their clients. John has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics. John attended Moravian College in Bethlehem, Pennsylvania, where he earned a bachelor’s degree in economics. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) since 1991. In addition, he holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. He is also FINRA Series 6, 7, 63, and 26 registered and holds a life and variable insurance license. |
| Archibald Asawa Vice President for Finance and Administration, CFO & Chief Investment Officer Soka University of America |
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Archibald Asawa has served as Soka University of America’s Vice President for Finance and Administration and Chief Financial Officer for over 24 years. His responsibilities include oversight of the University’s operations, including Budget, Finance, Information Technology, Development, Community Relations, Facilities, Landscaping, Purchasing, Environmental Health and Safety, Campus Security, Events and Conferences, and the Soka Performing Arts Center. He also serves as the University’s Chief Investment Officer, managing a $1.5 billion endowment. Asawa served on the NACUBO Board of Directors and the WACUBO Board of Directors and is a Past President of WACUBO. He currently serves on the not-for-profit E&I Cooperative Board and is also active in the U.S.–Japan Council, serving as a member of their Investment Committee. He was recently elected to serve on the WASC Senior College and University Commission (WSCUC) and will begin his term as Commissioner starting July 2022. Prior to joining higher education, Asawa worked in the private sector as a management consultant to Fortune 500 corporations and nonprofit organizations. He also served as Special Advisor to the Mayor and Manager of Special Projects for Los Angeles Mayor Richard Riordan. Asawa received his BA in Economics from Yale University and attended the doctoral program at UCLA’s Anderson Graduate School of Management. |
| Jamie McCrary Retirement Plan Consultant Sage View |
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James R. McCrary is a Retirement Plan Consultant with SageView’s West Team. Jamie is a member of SageView’s Not-for-Profit team working to deliver quality retirement plan solutions to plan sponsors and their participants, using SageView’s proprietary analytical tools and his nuanced understanding of the challenges facing the retirement plan industry. Prior to joining SageView, Jamie worked in the financial services industry for more than 25 years. He served as Vice President of Retirement Plans for Bryson Financial Group in Long Beach, California. Before that, he spent 20 years with the American Funds Group of the Capital Group Companies, where he was a Vice President of Retirement Plan Sales covering the Southwest and was also a senior product development manager. Jamie is a frequent speaker at industry related conferences and meetings including the College and University Professional Association for Human Resources (CUPA-HR) and Western/National Association of College and University Business Officers (WACUBO/NACUBO). Jamie received a Bachelor of Arts degree from the University of California, Santa Barbara and currently serves as a board member for his alma mater’s Executive Council. He holds numerous securities registrations. |
| Jennifer Berklas Assistant Vice President, Human Capital & Risk Management Scripps College |
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Jennifer Berklas was appointed the AVP, Human Capital & Risk Management at Scripps College in October 2018. In this role, she is responsible for oversight of Human Resources, Emergency Management, Risk Management, and serves as a key member of the COVID-19 response team. Ms. Berklas joined Scripps College, a member of the Claremont Colleges, in 2012. Ms. Berklas also serves on several Claremont Colleges Consortium Committees including HRC (Human Resources Committee), a consortium-wide committee composed of the Chief Human Resource Officers from each of the Claremont Colleges, Workday Governance Operations, and the Workday Leadership Committee. She also staffs the Board of Trustees Compensation Committee. Prior to Scripps, Ms. Berklas worked for Insperity, the largest Professional Employer Organization (PEO), where she oversaw a team that provided HR services to more than 200 clients nationwide. During her time with Insperity, she received many awards for her service, including Servant Leader of the Year. Ms. Berklas has degrees in Political Science, Law & Society, Human Resources, law (juris doctorate), and recently graduated with her MBA from Villanova University. Ms. Berklas is also a graduate from WACUBO’s Business Management Institute. She has been awarded certifications from the Human Resources Certification Institute (SPHR, CA and GPHR) and Society of Human Resources Management (SHRM-SCP). |
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