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Concurrent Sessions VCS30 - Unleashing True Business Intelligence and Data Transformation: An Approach to Building a Sustainable Culture
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| Anthony Airhart Associate Dean of Finance Administration, College of Nursing University of Colorado |
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Anthony has always been a futurist, but early on most called it “day dreaming.” Throughout his professional career, he has been on the forefront of the digital transformation. As one of the first students in the early 80s to choose a computer elective, his skills as a programmer grew into a passion that interwove itself into every aspect of his life. By combining technology, finance, operations, and leadership, he has been able to help teams set creative paths forward.Anthony has had the pleasure of working for some unique organizations. These include a non-profit student lending company and serving Team USA at the 2008 Beijing Olympic Games. Currently, he is the Associate Dean for Finance and Administration at the University of Colorado – College of Nursing on the Anschutz Medical Campus. He currently resides in Colorado Springs, Colorado, with his wife, son, and 2 dogs. |
CS31 - Title IX
Tuesday, May 3 | 2:15 PM – 3:30 PM MDT
Session Overview
Dollars and Sense. This presentation will cover the business case for eliminating sex-based discrimination in postsecondary education. Attendees will hear an overview of Title IX, a brief history of the law and its purpose, as well as how Title IX most frequently impacts campus operations on a day to day basis in 2022, all before delving into the financial impacts of Title IX. The presentation will include an interactive opportunity to engage with the material, as well as a chance for participants to ask questions.
Learning Objectives
1) Develop familiarity with Title IX’s impacts on postsecondary institutional operations.
2) Enhance knowledge around required and best practice campus response(s) to allegations of sex-based discrimination.
3)Examine the potential fiscal impacts of Title IX (non)compliance.
About the Presenters
| Jacquelynn Rich Fredericks Assistant Attorney General Office of Attorney General, Denver |
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Jacquelynn “Jacquie” Rich Fredericks is the First Assistant Attorney General of the Higher Education Unit at the Colorado Department of Law, where she has served since 2011. In her role at the DOL Jacquie leads a team of dedicated public servants who are privileged to support all of Colorado’s public postsecondary institutions. Jacquie has litigated more than 250 cases, including eight federal civil rights trials. She served for more than 5 ½ years as General Counsel to Western Colorado University, a regional comprehensive institution in Gunnison, CO, as well as the Division of Private Occupational Schools within the Colorado Department of Higher Education, which oversees the delivery of private certificate granting education to Coloradoans. In addition to her legal education, Jacquie earned her EdD from the University of Denver in 2020. Her dissertation focused upon Colorado’s ASSET law that extended in-state tuition to undocumented Coloradoans, and the implementation of the legislation at four Colorado RCUs, as analyzed through a hybridized Critical Race Theory and LatCrit framework. Jacquie is passionate about postsecondary access and equity, a mother of one, and enjoys hiking Colorado’s 14ers at a glacially slow pace.
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CS32 - RevGen: Developing Campus-Wide Corporate Partnership Programs
Eligible for 1.5 Specialized Knowledge CPE Credits
Tuesday, May 3 | 2:15 PM – 3:30 PM MDT
Session Overview
To achieve financial sustainability, colleges and universities need to diversify their revenue streams. Campus-wide partnership programs offer the opportunity to unlock a source of revenue extending beyond athletic departments.
Learning Objectives
1) Understand the process universities followed to create and implement campus-wide and multi-campus sponsorship programs
2) Examine the governance model of a campus-wide sponsorship program and the importance of campus collaboration for the success of the program
3) Develop insight into the revenue potential of a campus-wide sponsorship program, and how corporate sponsors are looking to partner with universities
About the Presenters
| Heather Hunter Executive Director; UC Davis Preferred Partnership Program (UP#) University of California, Davis |
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Heather Hunter is leading the university wide collaborative corporate partnership initiative for UC Davis. She is responsible for establishing and executing a comprehensive campus-wide strategy for securing business partnerships that align with the UC Davis’ Principles of Community and mission. Prior to UP3, she was the Associate Executive Director and Chief Revenue Officer for the UC Davis Cal Aggie Alumni Association. Heather has over 23 years’ experience in the sponsorship industry where she previously worked for global sponsorship agency, GMR Marketing, San Jose Sharks/SAP Center and Cal Athletics. Hunter was a four-year letter winner in softball at UC Davis and is a member of the Cal Aggie Athletics Hall of Fame. |
| Heather Vinograd Campus Partnership Program University of California, San Diego |
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Heather Vinograd graduated from the University of Arizona with a B.S. in Accounting and Finance and her Master’s in Leadership Studies from the University of San Diego. Heather is also a Certified Public Accountant (inactive) and a Certified Valuation Analyst (inactive). She is also recognized as a Leader for Equity Advancement and Diversity at UC San Diego. O Speaker Bio*Heather Vinograd leads the Campus Partnership Program out of UC San Diego’s Integrated Procure to Pay Solutions group as well as serving as the Director of Accounts Payable and Travel. Positioned in the procurement group, the Campus Partnership Program looks at relationships with existing suppliers as well as new relationships to pursue partnerships with purpose and mutual benefit. Prior to joining the university, Heather provided audit, tax, and consulting services at a public accounting firm in the Bay Area. |
CS33 - On the Path to Senior Leadership - What We Have Learned Along the Way
Eligible for 1.5 Personal Development CPE Credits
Tuesday, May 3 | 2:15 PM – 3:30 PM MDT
Session Overview
This program features four senior university leaders who will describe their unique career journeys and discuss obstacles and keys to success. This session is targeted for those in early-to-mid career, but all are welcome to participate in this informal and lively discussion.
Learning Objectives
1) Importance of Perceptions -understanding how our biases affect how we see others - and how others see us
2) Appearance - basics of projecting a professional, healthy and energetic persona
3) Communication Style - using speaking style to get ahead - connecting with others
4) Developing Swagger - making your ambitions known - throwing off a sense of "I got this"
5) Authenticity - understanding your own strengths and weaknesses and likes and dislikes - basics of self-awareness
6) Networking - the importance of developing a few power mentors - being active in industry and community groups
About the Presenters
| Kevin Salcido Chief Human Resources Officer Arizona State University |
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Kevin Salcido is the Vice President and Chief Human Resources Officer at Arizona State University. Kevin has been a human resources leader for over 30 years. Early in his career, Kevin had a senior personnel role with a major retail chain in Phoenix and spent time as the Southwest region HR manager for the Pepsi-Cola Company, a division of PepsiCo. Salcido then became the Vice President of Human Resources at Central Newspapers, Inc.; a media and information company that operated seven daily newspapers include The Arizona Republic and The Indianapolis Star. Salcido was then Senior Director of labor and employee relations and leadership and workforce development at Arizona Public Service before joining ASU in 2007. Kevin’s major areas of interest include employee and labor relations, organizational development, building performance-based cultures, creating inclusive work environments and leadership coaching. Kevin is also the author of the book Your Afternoon Mentor. He holds a B.S. in Justice Studies and an MBA from Arizona State University. Kevin’s non-professional interests include travel, hiking, rafting, golfing and anything else outdoor- related. Kevin is also a licensed private pilot. He lives in his native Phoenix, Arizona with his wife, Toni. |
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Nichol Luoma |
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Nichol Luoma is Vice President of University Business Services, University Sustainability Operations Officer and Chief Procurement Officer. Luoma is a first generation college graduate and has nearly two decades global business operations leadership experience. She oversees multiple operations at Arizona State University including supply chain (procurement and materials management), auxiliaries, parking and transit, sustainability practices, risk management, physical security initiatives, emergency management, and environment health & safety.Luoma has been a resident of the Phoenix metro area for over 25 years. She graduated summa cum laude from ASU’s W. P. Carey School of Business and Barrett, the Honors College with a bachelor’s degree in supply chain management. She was further recognized as an undergraduate as ASU W. P. Carey School of Business Outstanding Graduating Senior. Luoma holds a Master in Business Administration (MBA) from Duke University and was honored at Duke as a Fuqua Scholar. She is a Past President (2018-2019) of the National Association of Educational Procurement (NAEP) and is a faculty member for NAEP and the Western Association of College and University Business Officers (WACUBO). |
| Lisa Loo Vice President, Deputy General Counsel Arizona State University |
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Lisa S. Loo, as Vice President for Legal Affairs and Deputy General Counsel at Arizona State University, focuses on special projects and initiatives, commercial transactions, procurement, real estate and immigration matters. Prior to joining Arizona State University in 1993, Lisa was in private practice for eight years. Lisa is a current member of the Executive Council of the National Conference of Bar Presidents. She served as president of the State Bar of Arizona from 2016-17. The State Bar of Arizona recognized Lisa in 2008 for Outstanding Achievement in Advancing Equal Opportunity in the Profession and, as the 1993 Outstanding Young Lawyer. Lisa is a founding board member of the Arizona Asian American Bar Association. She obtained her law degree from the University of Virginia in 1985 and her undergraduate degree from Fordham University in 1982. |
| Lisa Frace Chief Financial Officer Michigan State University |
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Lisa Frace was named senior vice president, chief financial officer and treasurer in May 2021. In this role, Frace oversees financial management for the university and is responsible for managing financial progress including developing long-range financial plans. She brings more than 15 years of higher education leadership experience, having served as senior associate vice chancellor and chief finance and budget officer for the University of California, Davis and as associate vice president, budget and planning and chief budgeting officer for Arizona State University. Prior to joining higher education, Frace had more than 20 years of experience in several private sector industries, with a background in strategic planning, financial management, and treasury. During her career, Frace has led the re-imagining of financial processes, budgets, and integration of resource allocation with strategic vision. She has been in higher education association, serving on the board, in a variety of professional development leadership roles, and as an instructor with the Western Association of College and University Business Officers. She also recently served on the board of the National Association of College and University Business Officers. Frace received the association’s Rising Star Award in 2017. Frace received a bachelor’s degree in health planning and administration and a master’s degree in business administration with concentrations in marketing and finance from Pennsylvania State University. She also attended the executive program in the Darden Graduate School of Business Administration at the University of Virginia. |
CS34 - Approaching Multi-Generational Workforces
Eligible for 1.5 Personnel/Human Resources CPE Credits
Tuesday, May 3 | 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 realities 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). |
| 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. |
CS35 - From Survive to Thrive: Reducing Risk and Capitalizing on Unforeseen Opportunities Through Long-range Modeling
Eligible for 1.5 Specialized Knowledge CPE Credits
Tuesday, May 3 | 2:15 PM – 3:30 PM MDT
Session Overview
Scenario analysis can be a powerful analytical tool for any business officer. It is commonly used in decision-making to evaluate different financial outcomes based on alternative future views to help determine the best course of action. It provides a structured way of thinking about potential scenarios by proactively identifying problems, allowing users to plan appropriately. This presentation will highlight the value of developing a strategic liquidity plan to optimize the availability of unrestricted funds and consider timing and return assumptions that would illustrate the lasting impacts of current decisions on the ability of the university to sustain its long-term capital and mission-based investment plans. UCLA was able to successfully understand how today's decisions on liquidity could impact UCLA's ability to fund future commitments and obligations, strategic initiatives, or even weather future black swan events UCLA Treasury will discuss how they turned to long-range planning to model, analyze, and present these mission-critical questions, and how their analysis shifted the perception of UCLA's pandemic trajectory and permanently changed the role of the Treasury department. After they were able to help ease tensions surrounding UCLA's financial outlook, they are now finding themselves more involved with the actual decision-making surrounding mission-critical questions, rather than simply receiving the request to fund an already-made decision. The speakers will provide their respective experiences on the subject from a large, public institution that has successfully explored liquidity options for areas of the university hit hard by the pandemic.
Learning Objectives
1) Understand the value of strategic financial planning, including leveraging a forecast to engage senior leaders and other key stakeholders.
2) Broaden your understanding of risks, opportunities, and long-term financial health.
3) Describe best practices in strategic financial planning and why a multi-year platform is essential for strong, robust financial management.
4) Describe the strategies and tactics essential to creating (and sustaining) a financial model where all stakeholders have trust and confidence in the results.
5) Engage in an interactive dialogue about the benefits and challenges of implementing these concepts back on campus.
About the Presenters
| Rich Yamashita Treasurer UCLA |
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Rich Yamashita is the Treasurer of UCLA. He is responsible for liquidity management, planning and analysis, investment allocation of surplus funds, internal bank/financing strategy, global banking operations and payments strategy on behalf of the multiple academic, auxiliary and health system institutions across the university. Rich is also responsible for strategic advisory services and analytics related to capital structure, financial risk management, strategic initiatives and global operations support for UCLA in collaboration with the UC system. Prior to joining UCLA in 2014, Rich served over 20 years in various senior global Treasury leadership roles at large publicly traded multinational companies including Amgen, Herbalife International and Dole Food Company where he was responsible for capital market activities, foreign currency, commodity and interest rate risk management, global insurance and cash operations. Rich received his BA in Economics from UCLA and later earned his MBA in Corporate Finance from the University of Southern California’s Marshall School of Business. He is a Certified Treasury Professional. In addition to his UCLA responsibilities, Rich currently serves on the Board of Directors of the University Credit Union and volunteers as a local youth leader for Scouts BSA. |
| Alexia Pereira Client Success Manager PFM Solutions |
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Alexia Pereira is the Client Success Manager for PFM Solutions. She currently leads the Client Success team which helps ensure all of Synario’s clients are able to better analyze the prospective financial ramifications of operating and capital initiatives, thereby improving stakeholders’ ability to engage in quantitatively supported decision-making. Her prior role as a senior solutions consultant included implementing clients onto the Synario platform as well as working on the product development team. PFM Solutions is part of the PFM Group, the nation’s leading financial advisory firm to state and local governments and utilities in general and Higher Education institutions in particular. |
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CS36 - Achieving Zero Waste Through Stakeholder and Consumer Engagement
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| Austin Johnson Sustainability Director Aramark Higher Education, West Region |
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As Sustainability Director for Aramark Higher Education’s West Region, Austin is responsible for developing and implementing environmental strategies across his client portfolio to best meet campus needs and expectations. After completing an Aramark internship at Arizona State University and graduating from the ASU School of Sustainability, Austin began his career as the Sustainability Coordinator at the university. During his time at Arizona State, Austin received the University President’s Award for Sustainability for coordinating Zero Waste efforts during the Clinton Global Initiative University summit, and for leading Aramark’s involvement in the university’s “Campus Harvest” program, utilizing previously wasted citrus from campus for new recipes in campus dining locations. Austin also spent one year as the Front of House Manager at Engrained Café, a restaurant featuring a seasonal menu and focusing on zero waste operations, before relocating to Minneapolis in fall 2019 to become Sustainability Manager at the University of Minnesota. |
| Nicole Tariku Director of Marketing Eco-Products®, PBC |
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In her role as Director of Marketing for Eco-Products®, PBC - a provider of renewable, plant-based, or post-consumer recycled content foodservice packaging and a pioneer in Zero Waste - Nicole oversees marketing communications and sustainability, focusing on how Eco-Products can promote Zero Waste solutions and help other organizations be better stewards of the environment. Nicole has been with the company for 11 years in various roles including product development, marketing, and sustainability. She has a degree in marketing and a Master’s Degree in Business (MBA) from the University of Colorado. |
| Alexander Kohnen nterim Vice President for Facilities Development and Management Arizona State University |
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Alexander Kohnen, Vice President for Facilities Development and Management, at Arizona State University, is a graduate of the United States Naval Academy with a Bachelor of Science degree in Aerospace Engineering with a focus in Astrodynamics. He holds a Master of Engineering in Environmental Engineering (Water Quality) from the University of Florida and an MBA from Colorado State University. During his 20-year naval career, the focus of Kohnen’s work was in facilities and construction management. He joined Arizona State University as the executive director of Facilities Management in 2016 and is currently a PhD student at ASU’s School of Sustainability. |
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