Concurrent Sessions IV


CS23 - Private Public Partnerships - Opportunities and Risks
Eligible for 1.5 Specialized Knowledge CPE Credits
Tuesday, May 3 | 10:30 AM – 11:45 AM MDT

Session Overview

Private Public Partnerships (P3’s) will be discussed in detail by two industry experts. As well as the pros and cons of various approaches, specific case studies and lessons learned will be presented

Learning Objectives

1)Understand the evolving nature of Public Private Partnerships (P3) in higher education, including accounting and credit treatment

2) Understand the various P3 structures that are used in higher education

3) Recognize the opportunities and risks of P3’s through 2 case studies

About the Presenters

Chris Malins
Associate Vice President, Treasurer
University of Washington
Photo: Chris Malins Chris Malins is Associate Vice President for Finance and University Treasurer at the University of Washington.  He is responsible for debt management, including portfolio management and internal lending; treasury operations and accounting; cash governance; financial forecasting; and the University’s faculty housing assistance program. Mr. Malins has been at the University since 1991, and held previous positions in grant and student accounting before joining the Treasury Office in 1999.  He holds a degree in finance from the University of Washington with an additional concentration in accounting.  He is a certified public accountant in Washington State. He currently serves as a board member for the Treasury Institute for Higher Education.
Ben Mitsuda
Associate General Counsel
Arizona State University
Photo: Ben Mitsuda Ben Mitsuda serves as Associate General Counsel for Arizona State University, where he focuses primarily on transactional matters. Ben assists various departments and colleges throughout the University in connection with contracts and commercial transactions, procurements, construction issues, environmental matters, and general corporate matters. Before joining ASU, Ben was in private practice with Snell & Wilmer, LLP in Phoenix. Ben is a graduate of the J. Reuben Clark Law School at Brigham Young University. 

CS24 - Managing Budget Development and Employee Compensation during this Dynamic Time
Eligible for 1.5 Business Management & Organization CPE Credits
Tuesday, May 3 | 10:30 AM – 11:45 AM MDT

Session Overview

This session will explore the challenges faced in managing budget and salary changes, especially in this time of great change, turnover, and inflation. Hear the perspectives of budget and HR leaders from both a private institution, University of Denver, and public institution, University of Utah. This session will discuss the use of data and equity analysis to inform compensation decisions, the interface of compensation decisions with budget development, as well as the impact of internal and external forces, like state policies, shared governance, and unions. The differences in the of management of faculty versus staff salaries as well as the impact of sources of funding (gift, grant, operating budget) will be explored.  Leaders from both Utah and Denver campuses will provide insight on their compensation decision workflows, including timing and policies.

Learning Objectives

1) Basic understanding of how compensation and budget are managed at two institutions.

2) Understanding of internal and external forces on this management process.

3) Consideration for how to apply the lessons learned from these two campuses to other institutions.

4) Understand how a crisis (like COVID-19) impacted the management of compensation expense on campus.

About the Presenters

Linda Kosten
Vice Provost for University Budget, Planning, and Administration
University of Denver
Photo: Linda Kosten Linda Kosten, Ph.D., 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 29 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.
Cathy Anderson
Chief Financial Officer and Vice-President of Administrative Services
University of Utah
Photo: Cathy Anderson Cathy Anderson, CPA, is the Chief Financial Officer and Vice-President of Administrative Services for the University of Utah.  She assumed these roles in September 1, 2018 and July 1, 2020, respectively. As CFO and VP of Administrative Services, Cathy is responsible for a variety of areas, including:  Budget and Planning, Auxiliary Services, Campus Planning and facilities management, Campus Safety, Investment Management, Treasury Services, Financial and Business Services, Internal Audit. As CFO, Cathy works in close partnership with the president and two senior vice presidents on the overall university budget, advising on strategies and actions that enable sound financial management and advancement of the entire University of Utah mission.  One of the key aspects of the role is carrying out the One U vision. Cathy formerly served as chief financial officer for main campus; associate vice president for budget and planning and associate dean for finance and administration in the School of Medicine. She was chief financial officer for Cimarron Software before joining the University of Utah. Cathy has a bachelor’s degree and an MBA from the University of Utah.
Leslie Brunelli
Senior Vice Chancellor for Business and Financial Affairs and University Treasurer
University of Denver
Photo: Leslie Brunelli Leslie Brunelli, MBA, is the Senior Vice Chancellor for Business and Financial Affairs and University Treasurer for the University of Denver in Denver, Colorado. In her role at the University, Leslie develops and implements financial policy that deliver the resources, services and facilities necessary for the continued advancement of the University’s mission and strategic plan. Leslie is the primary communicator of fiscal affairs to the Chancellor, senior leadership, the Board of Trustees, as well as to other internal and external stakeholders. As a key member of the Chancellor’s staff, she works closely with leadership to develop operational policies and deliver the resources, services and facilities necessary for the continued advancement of the University. She oversees the controller’s office, shared services, environmental health and safety, campus safety, student financial services, facilities planning and management, human resources and inclusive communities, internal audit and enterprise risk management. Leslie has 25 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. Leslie 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. Leslie is a registered yoga teacher having studied in a 200-hour immersive residential program at the Asheville Yoga School
Jeff Herring
Chief Human Resource Officer 
University of Utah
Photo: Jeff Herring

Jeff Herring, JD, MBA, SPHR, is the Chief Human Resource Officer at the University. He has served in this position since 2013. Prior to the University of Utah, Jeff served on the Governor’s Cabinet as the Executive Director of the Utah Department of Human Resource Management for 12 years. In HR, Jeff has consistently focused on developing the organizations strategic efforts using principles of increasing customer service, efficiency and effectiveness, and leadership capacity. Jeff is currently a national board member of CUPA-HR. Prior to his public service, Jeff worked as an attorney focusing in the area of labor and employment law. Jeff earned his BA in History from the University of Utah. He then went on to earn his MBA with an emphasis on HR and completed his law degree from California Western School of Law in San Diego, California.
Tatiana Topyrik,
Director of Compensation and Business Intelligence 
University of Utah
Photo: Tatiana Tpoyrik-Byrd

Tatiana Topyrik, MBA, is the Director of Compensation and Business Intelligence for the University of Utah in Salt Lake City, Utah.  With 18 years of experience in business intelligence, data analytics, dashboarding, and HR, Tatiana brings a unique, data-driven perspective to the Compensation philosophy and strategy at the University of Utah.  In cooperation with the University’s CFO and CHRO, Tatiana is leading the University of Utah compensation re-design, which includes the compensation structures, equity, and career progression.  Prior to her career at the University, Tatiana was a senior data analyst for a $4.5B skincare company. Tatiana earned her MBA from the Woodbury School of Business (UVU) with honors. She also holds a BS in Finance and a BS in Marketing from Birmingham-Southern College. Tatiana was part of a small team of four analysts who won the highly coveted Ventana Research award in Analytics Leadership.

CS25 - Parking in the Cloud – The Benefits of Going to Virtual Permits and Mobile Hourly Parking- CANCELLED
Eligible for 1.5 Management Services CPE Credits
Tuesday, May 3 | 10:30 AM – 11:45 AM MDT

Session Overview

The COVID-19 pandemic demonstrated the value and importance of eliminating shared surfaces, human to human transactions and minimizing interactions between people as much as possible.  One way Stanford University was able to do this was by moving to virtual parking permits, going cashless and using mobile hourly parking.  This session will describe why Stanford made this change, the benefits, challenges, lessons learned, and how this effort paid off during the pandemic. Can a university sell and manage parking without the parking group having a physical presence on campus?  Can all parking be sold online with no physical credentials?  Will the use of License Plate Recognition (LPR) be allowed, supported, and understood by the campus? That was the problem statement presented to Stanford Transportation by the university administration.  The short answer is yes, but there was no silver bullet.  Several changes to process, procedures, technology, payment methodologies, accounting practices and physical relocation were needed to facilitate the move to virtual parking permits.  We learned that major changes that impact the entire university population must be tied to a broader university initiative.  We also learned that the perfect is to detriment of the good. We eventually determined to focus on what the system can do and look for other solutions for what it cannot. We believe Stanford’s move to virtual parking permitting and mobile hourly parking can be a case study on how to achieve significant change, build support over time and demonstrate the benefit of the change at every opportunity. Attendees will also learn the improvements made to customer service, enforcement, data collection and analysis, cost savings, etc.  What is it like to no longer have an on-campus retail counter or customer service presence on campus?  What technologies were needed to allow all customer interfacing by phone, web, and email only?  Did we have to make exceptions and if so why and how were those exceptions allowed and accommodated?  What was the community response and how positive or negative was the reaction to the move to virtual permits?  How has the department's staff handled the change and are there any lessons to be learned?  I will go over what is next now that Sanford had gone virtual. Directed enforcement, real-time utilization data, daily ride-matching parking, TDM integration software, daily parking charges, and how we used COVID to go cashless and eliminate field hardware. Finally, I will reveal how moving to virtual permits allows for these innovations. I will also go over some of the challenges faced with our bi-annual cordon counts because of moving to LPR and virtual permits. But I will also reveal the future improvements being planned to how Stanford conducts its trip counts.

Learning Objectives

1) How to leverage a crisis (COVID) to make technological advancement (going cashless and eliminating field hardware.)

2) Identify broader institutional objectives to justify department level improvements and process change.

3) Constructing a supportive constituency to facilitate change and continued improvement.

About the Presenters

Brian Shaw
Executive Director of Stanford Transportation
Stanford University
Photo: Brian Shaw Brian Shaw, CAPP is the Executive Director of Stanford Transportation at Stanford University.  He has spent his over 25-year career fostering commuter travel choices and innovations in parking management.  Brian has worked primarily in higher education at some of the leading research institutions across the United States including Emory, the University of Chicago, University of Pennsylvania before coming to Stanford.  Under his leadership, Stanford has been able keep its peak hour trips under a cap established in 2000, while the campus has continued to grow and thrive. Brian served on the board of International Parking and Mobility Institute (IPMI) from 2014-20.  He continues to co-chair IPMI’s Sustainability Committee, while serving on the Education Development Committee.  He has developed a Transportation Demand Management course series for IPMI and the Green Building Council to help educate non-practitioners.  Brian also contributed to IPMI’s A Guide to Parking, the first parking industry textbook, and IPMI’s “Introduction to Parking” web course. Brian is now serving on CPPA’s Professional Development Committee. Brian is a Certified Administrator of Public Parking (CAPP) with IPMI.  He is the 2021 recipient of the James M. Hunnicutt Industry Professional of the Year award from IPMI. He is also a frequent contributor to Parking & Mobility, IPMI’s monthly magazine as well as the IPMI Blog.  Brian has presented at IPMI, CPPA, PIPTA, ACT, NACUBO and was featured on The Parking Podcast in October 2019. Brian will be serving on the board of the California Mobility and Parking Association in 2022 while serving on their professional development committee since 2021. He has help found transportation conferences for the PAC-12, Ivy + and Bay Area universities.  Brian has a Master’s in City Planning from Penn and a Bachelor’s of the Arts in History from UCLA.

CS26 - Using Dashboards to Improve the Annual Planning Process
Eligible for 1.5 Computer Software & Applications CPE Credits
Tuesday, May 3 | 10:30 AM – 11:45 AM MDT

Session Overview

Each year, 35+ units comprised of schools, colleges, administrative units, and campuses submit their financial and operational plans to the Office of Planning & Budget.  Each plan provides upwards of 1500 data points across 20 pages of PDFs and Excel spreadsheets.  This session will review how we used visual analytics to transform those 20 pages of PDFs and spreadsheets to a 2-page dashboard presented to the President and Provost.

Learning Objectives

1) Participants will have a framework for gathering final deliverable requirements.

2) Participants will be provided with lessons learned about managing the development process from the middle.

3) Participants will be offered examples of design choices that facilitate and inform decision-making.

About the Presenters

Christian Adams 
Associate Director, Financial Analysis & Budget Strategy
University of Washington
Photo: Christian Adams My name is Christian Adams (he/him), and I am a Principal Analyst with the Office of Planning & Budgeting at the University of Washington.  As a Principal Analyst, I enjoy using data visualization tools and techniques to perform analysis and support decision-making of the university.  I grew up outside of New Orleans, LA, and moved to Seattle with my wife in 2011.  I have worked for the University of Washington for almost 10 years.  Finally, I love playing video games with my kids, going to dinner with my wife, and listening to personal finance podcasts. 

CS27 - Advancing Diversity & Inclusion on Campus: Approaches & Considerations
Eligible for 1.5 Personnel/Human Resources CPE Credits
Tuesday, May 3 | 10:30 AM – 11:45 AM MDT

Session Overview

Diversity and inclusion has been an area of increased focus for university leaders and spans multiple areas of consideration, including human capital investments, admissions pipelines, student experiences on campus, and enhancing student outcomes. Data from the HelioCampus Benchmarking Consortium shows that human capital investments in Diversity have had the highest growth compared to other student services areas over the past 3 fiscal years. How are university leaders assessing where to make those investments on their campus, and how are they evaluating the return on those investments?  What are some learnings that universities can share about best practices for developing and implementing diversity and inclusion initiatives? Join us for presentation and conversation with the University of Colorado-Boulder to hear their approach to advancing diversity and inclusion on their campus. Ranjani Kirtane, Director of Research at HelioCampus will share data from the consortium and tease out challenges, key considerations and learnings for business officers of universities of any size.

Learning Objectives

1) A sample of university initiatives around diversity and how they have changed over the past few years. How to adjust staffing levels to fulfill growing Diversity needs on your campus.

2) How Diversity initiatives can lead institutions to adopt a more centralized, or a more decentralized approach to staffing across campus.

3) How to assess the ROI of your diversity initiatives to inform and improve future initiatives.

4) How benchmarking data can be leveraged to inform planning around diversity staffing needs.

About the Presenters

Robert Stubbs
Director of Institutional Research
University of Colorado Boulder
Robert joined the CU Boulder family in 1994 as a master's student in the economics program. During his time as a student he worked in Office of Planning and Institutional Research, which merged with ODA in spring 2016. In spring 1998 Rob began working full time as an IR analyst, and became Director of IR in 2013.

CS28 - Harnessing the Power of Plants: Demystifying the Rise of Plant-Based Eating Trends to Drive Satisfaction and Participation
Eligible for 1.5 Economics CPE Credits
Tuesday, May 3 | 10:30 AM – 11:45 AM MDT

Session Overview

What’s the big deal with plants these days; stealing the spotlight of our center-of-the-plate entrees? Chef Jennifer DiFrancesco will demystify plant-based eating trends and uncover the real power of plants for driving participation and satisfaction on campus. From quality of products, to evolved palates and priorities, plant-based eating isn’t just a movement. Give students what they want with five creative menu and program tips for giving plants center stage and hear best practices from Chris Studtmann, Sr. Area Executive Chef on how they are harnessing the power of plants on campuses at his western region schools.

Learning Objectives

1) Learn what is driving the prioritization of plant-based eating for today’s consumer.

2) Understand what that means for campus dining operations from product to presentation.

3) Identify the differences between plant-based and plant-forward eating, as well as ways to engage students around these initiatives on your campus.

About the Presenters

Jennifer DiFrancesco
Director of Culinary Innovation 
Sodexo
  Jennifer DiFrancesco is the Director of Culinary Innovation for Sodexo Campus, leading the development of crave-worthy student menus using insights and innovations to transform dining on campus today and tomorrow. Prior to this position, Jennifer was the Culinary Program Manager for the Humane Society of the United States. In this role, she was responsible for identifying menu gaps and diversifying recipes with delicious plant-based options for food service companies. Today, Jennifer continues to drive plant-based developments and sustainability actions through Sodexo Campus menus with a goal of helping achieve the company’s commitment to make 33% of menu offerings plant-based by 2024. While attending the Niagara Falls Culinary Institute, Jennifer loved creating plant-based variations of dishes she was learning, especially in baking, and continued that passion beyond the classroom. She has spent over 20 years in the food service industry, starting her culinary career at Wegmans Food Markets, before transitioning to the college and university segment. Jennifer’s previous higher education experience includes cooking for students at the University at Buffalo, Canisius College and Buffalo State College. 
Chris Studtmann
Senior Area Executive Chef 
Sodexo
  Chef Chris Studtmann has been a part of the culinary scene across the country from restaurants to hotels and campus dining for the past 30 years.  He believes strongly in developing his teams through training and bringing cutting-edge trends to college campuses – such as plant-powered dining.  Chris believes that the foundation of good cooking is rooted in locally sourced, seasonable produce and treating each ingredient with respect to let the true flavor of the ingredients shine. He is a Practical Exam Administrator for the American Culinary Federation and is actively involved with NACUFS, participating in competitions, and presenting in partnership with the Humane Society of the United States.  Chris has been highlighted in interviews for Catering Magazine, Food Management Magazine, Food Service Director Magazine, and Fox News Chicago, leading to an invitation to join the Chefs Council for Food Service Director Magazine.  Chris’ current role is Senior Area Executive Chef for Sodexo Campus Services Western Region.

CS29 - Economic Outlook for Colleges and Universities: Planning Your Institution’s Future
Eligible for 1.5 Economics CPE Credits
Tuesday, May 3 | 10:30 AM – 11:45 PM MDT

Session Overview

This session will address the latest techniques in higher education resource management. Special attention will be given to assessing financial reserves, integrated benchmarking and performance metrics, capital planning, maximizing resources for student success, and other key criteria that can impact an institution’s future. Speakers will also address how to incorporate diversity, equity, and inclusion initiatives with organizational financial performance.

Learning Objectives

1) Describe techniques in higher education resource management

2) Identify key criteria to help plan for their organization's future (performance metrics, benchmarking, etc)

3) Describe way to maximize resources for student success

About the Presenters

Melissa Harman
Partner and Higher Education National Practice Leader
Moss Adams
Melissa has practiced public accounting since 1998 and provides professional services to a wide variety of not-for-profit clients, primarily institutions of higher education, associations and foundations. As a national subject matter expert for the higher education industry, Melissa regularly presents at industry conferences such as the AICPA National NFP Industry Conference, NACUBO, WACUBO, PACCON and WCCI on subjects related to accounting updates, not-for-profit financial statement trends, endowments and split-interest agreements, issues facing private foundations, and women leadership topics. In 2015, Melissa was honored as “Working Mother of the Year” by Working Mother magazine and is a founding member of ForumW, the firm’s initiative to attract, develop, advance, and retain talented women at Moss Adams.
Colleen Rozillis
Partner
Moss Adams
Colleen has provided strategy, operations, and organizational consulting services to local, state, and Tribal governments; K-12 and higher education; private companies; utilities and energy; and not-for-profits since 2005. Colleen’s areas of expertise include strategic planning, organizational development, leadership facilitation and coaching, governance consulting, performance audits, policy development, performance metric development and reporting, business process reengineering, strategic communications and reporting for decision makers, and environmental, social, and governance (ESG) strategy.

 

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