WACUBO 2023 Schedule-at-a-Glance

Thank you to all those that attended #WACUBO2023. See you next year!

The 2023 Annual Conference Program is on its way! The program combines insightful sessions, compelling workshops, stimulating panel discussions, and incredible networking opportunities among fellow industry professionals. Share best practices, common knowledge, and fun new experiences.

Check back frequently as more session information will be added soon!

CPE Credits

Attendees can earn up to 3.5 CPE credits during the Pre-Conference workshops and up to 16.5 CPE credits during the conference. 


Career Coaching 

Career Coaching with Diane Fennig | McDowell

Career Coaching with Carina Celesia Moore | Copper Mountain


Saturday | April 29

5:00 PM – 7:00 PM  Registration Desk Hours  | Frank Lloyd Wright (FLW) Registration
 7:30 AM – 12:00 PM  WACUBO Board Meeting (by invitation only)



Sunday
April 30

8:00 AM – 7:00 PM 

Registration Desk Hours | Frank Lloyd Wright (FLW) Registration

7:30 AM – 2:00 PM 

WACUBO Annual Golf Tournament at the Phoenician

Breakfast is at 7:00 AM, with a Shotgun start at 7:30 AM.

Title Sponsor is Johnson Controls

Closest to the Pin Prizes Sponsored by Workday 

Welcome Bag Sponsored by McKinstry Essention, LLC

9:00 AM – 12:00 PM 

Pre-Conference Workshops

The Creativity and Innovation Workshop | FLW H
Eligible for 3.5 Personal Development CPE Credits

  • Howard Teibel, Founder, Teibel Education Consulting
  • Dr. Shannon Capaldi, Senior Consultant, Teibel Education Consulting

Biscuit Bites – Lessons in Leadership Through History and Pop Culture | FLW G
Eligible for 3.5 Business Management & Organization CPE Credits

  • Dr. Diane Fennig, Senior Consultant for Executive Search and Leadership Advisors, Gallagher Executive Search and Leadership Advisors

Presentation

2:30 PM – 3:45 PM 

Concurrent Sessions I:


Using an Antiracist Lens to Rethink Budgetary Norms | FLW G
Eligible for 1.5 Behavioral Ethics CPE Credits

  • Dr. Peony Elyn Fhagen, Senior Associate Dean for Faculty Equity & InclusionColorado College
  • Dr. Mateo Munoz, Associate Vice President for Strategy and Planning, Colorado College

Presentation


Student Success: Supporting Diverse Student Populations in an Era of Uncertainty | FLW H
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Dr. Catie McCorry-Andalis, Associate Vice President and Dean of Students, University of Texas El Paso
  • Dr. Edwin Toshio Hamada, Assistant Vice President for the Residential Experience, Colorado College

Presentation


The Challenge of Recruiting and Developing Future Business Officers in a Hybrid and High Turn-Over Work Environment:  Building a Diverse, Successful, and Trusting Organization: Discussion Hosted by the Comprehensive, Doctoral and Research Institutions Committee | FLW I
Eligible for 1.5 Business Management & Organization CPE Credits

  • Agnessa Vartanova, Associate Vice President, Internal Audit, University of Colorado
  • Carla Ho'a, Vice Chancellor for Administrative Affairs, University of Hilo - Hilo
  • Chanté C Martin, Assistant Vice President, Human Resources, University of Arizona
  • Dr. Diane Fennig, Senior Consultant for Executive Search and Leadership Advisors, Gallagher Executive Search and Leadership Advisors

Presentation


Challenges for Small Colleges and Universities: Roundtable Hosted by the Small Institutions Constituent Committee  | FLW J
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Lynn Valenter, Vice President of Finance and Treasurer, Reed College
  • Lori Seager, Vice President for Finance and Chief Financial Officer, Colorado College
  • Steve Schwartz, Vice President for Finance & Administration and Chief Operating Officer, Fort Lewis College
  • Michele Peterson, Vice President for Finance & Administration and Chief Operating Officer, Prescott College
  • Julie Crea, Vice President for Finance & Administration, Lewis-Clark State College

Presentation


Challenges for Community Colleges: Roundtable Hosted by the Community Colleges Constituent Committee | McArthur 1
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Linda Cordier, Director for Online Learning Partnerships and Operations, Pima Community College
  • Debbie Baker, Associate Vice President of Finance, Western Wyoming Community College
  • Dr. Wendy Davis, Vice President for Administration and Controller, Cochise College
  • Leda Johnson Estrella, Fiscal Director, Mountain Community College
  • Dr. Darren Marshall, Assistant Vice President of Budget and Planning, Salt Lake Community College
  • Andrew Plucker, Executive Director for Employee Service Center, Pima Community College
  • David Tamanaha, Vice Chancellor for Administrative Services, University of Hawaii, Maui College
  • Sandy Valdez, Associate Vice President for Human Resources, CHRO, Pima Community College

Presentation


Pressure Points for Colleges and Universities – Regulatory and Operational Update | McArthur 2
Eligible for 1.5 Accounting CPE Credits

  • Matt Parsons, Partner, Moss Adams
  • Colleen Rozillis, Partner, Moss Adams
  • Kinman Tong, Partner, Moss Adams  

Presentation

Sponsored By Moss Adams

4:00 PM – 5:30 PM 

Business Partner Showcase Opening Event & Kickoff Social | FLW A-F

Sponsored By AJ Gallagher

6:30 PM – 9:30 PM 

WACUBO Under the Stars: Welcome Reception and Dinner at Desert Foothills

Buses will leave from the hotel beginning at 6:00 PM from the conference entrance.

  

Monday | May 1

 7:00 AM – 6:00 PM 

Registration Desk Hours | Frank Lloyd Wright (FLW) Registration

7:15 AM – 8:00 AM 

Business Partner Showcase Breakfast | FLW A-F

8:15 AM – 8:45 AM

Welcome Address | McArthur 4-7

8:45 AM – 10:00 AM 

Keynote Session | McArthur 4-7

Mindset Shift: Moving Higher Education Toward Greater Innovation and Resilience

Eligible for 1.5 Personal Development CPE Credits

  • Dr. Michael M. Crow, President, Arizona State University 

10:00 AM – 10:45 AM 

Business Partner Showcase Refreshment Break | FLW A-F

10:45 AM – 12:00 PM

Concurrent Sessions II:


Blueprint for Becoming an Ally for Accessibility: UNLV's Digital Accessibility Ambassador Program | FLW G
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Heather M. Ortiz, Director of Communication, University of Nevada, Las Vegas
  • Jerra E. Strong, Web Accessibility Specialist, University of Nevada, Las Vegas

Presentation


Using Enrollment Analytics to Support College Planning and Budgeting | FLW H
Eligible for 1.5 Management Services CPE Credits

  • Jovonte Willis, Director of Enrollment Management Analytics, Office of Enrollment Management, UC Irvine
  • Tony Hwang, Executive Director, Office of Enrollment Management, UC Irvine


A Campus-Based Approach to Thinking About Well-Being | FLW I
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Doug Everhart, Director of Student Wellness and Health Promotion, University of California Irvine
  • Chris Martin, Vice President for Finance and Administration, CFO, Salt Lake Community College

Presentation


Inclusive Governance Structures in Budget Planning and Decision Making | FLW J
Eligible for 1.5 Business Management & Organization CPE Credits

  • Dr. Linda Kosten, Interim Senior Vice Chancellor for Business and Financial Affairs and University Treasurer for the University of Denver
  • Ann Schmiesing, Vice Chancellor for Academic Resource Management, University of Colorado Boulder 
  • Mandy Cole, Assistant Vice Chancellor for Budget Management, University of Colorado Boulder

Presentation


Cryptocurrency in Higher Education – What a Difference a Year Makes | McArthur 2
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Ali Chalak, Partner, Moss Adams
  • Michael Dymond, Assistant Vice President, Hilltop Securities

Presentation

Presented by Moss Adams


Innovations for Big Impact: Tackling Decentralized Receivables  | McArthur 1
Eligible for 1.5 Management Services CPE Credits

  • Jeffery Nordstrom, Executive Director, Higher Education and Nonprofit Industry Specialist, J. P. Morgan Chase
  • Stanford Park, Senior Manager, Treasury, University of Arizona
  • Lori Snow, Director, Cash Management & Operations, Stanford University

Presentation

Presented by JP Morgan Chase


Rethinking Traditional Campus Convenience Stores | McArthur 3
Eligible for 1.5 Production CPE Credits

  • Janet Burkhardt, Assistant Vice Chancellor, University of Denver
  • AJ Francavilla, Senior Director, Digital Experience, Sodexo
  • Kyle Schmella, District Manager, Sodexo

Presented by Sodexo

12:00 PM – 1:30 PM 

WACUBO Lunch | McArthur 4-7

1:30 PM – 2:15 PM 

Business Partner Showcase Dessert | FLW A-F

1:30 PM – 3:30 PM

Business Partner Session

The Social Contract and Retirement | McArthur 3
Eligible for 2 Personal Development CPE Credits

  • Dr. Joe Coughlin, Director, Massachusetts Institute of Technology AgeLab
  • John Diehl, Senior Vice President, Applied Insights, Hartford Funds
  • Jennifer Berklas, Assistant Vice President, Human Capital & Risk Management, Scripps College
  • James R. McCrary, Managing Director, SageView

Presentation

Presented by SageView

2:15 PM – 3:30 PM

Concurrent Sessions III:


Programs for Incarcerated/Formerly Incarcerated Students | FLW G
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Dr. Markel D. Quarles, Assistant Vice President for Student Affairs & Student Services, California State University, Bakersfield
  • Keramet Reiter, Professor and Director of LIFTED, University of California, Irvine
  • Anthony J. Offret, Advanced Program Manager, State and Federal Prison Programs, Pima Community College
  • Dr. Ashley Hamilton, Assistant Professor, Department of Theatre, University of Denver, Co-Founder and Executive Director of the DU Prison Arts Initiative

Presentation


Intercollegiate Athletics in 2023: Navigating Name, Image, and Likeness (NIL) | FLW H
Eligible for 1.5 Specialized Knowledge CPE Credits
  • Graham Rossini, Senior Associate Athletic Director, Arizona State University
  • Sandy Hatfield Clubb, Managing Director for Strategic Initiatives, Knight Commission on Intercollegiate Athletics

Presentation


Building Board Relationships at Private Institutions | FLW I
Eligible for 1.5 Business Management & Organization CPE Credits

  • Joseph Paul Smith, Chief Financial Officer, Gonzaga University
  • Lynn Valenter, Vice President of Finance and Treasurer, Reed College
  • Dr. Linda Kosten, Senior Vice Provost, University Budget, Planning, and Administration, University of Denver

Presentation

  • Guadalupe Valencia-Skanes, Senior Associate Vice President for Business Affairs/Deputy, Chief Financial Officer, University of Texas at El Paso
  • Andrea Cortinas, Vice President and Chief of Staff, University of Texas at El Paso
  • Sandy Vasquez, Associate Vice President for Human Resources, CHRO, University of Texas at El Paso

Presentation


NACUBO Washington Update | McArthur 1
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Liz Clark, Vice President, Policy and Research, NACUBO

Presentation


Generating Revenue Through Mission: Real Estate Strategies | McArthur 2
Eligible for 1.5 Finance CPE Credits
  • Morgan R. Olsen, Executive Vice President, Treasurer, and Chief Financial Officer, Arizona State University
  • Pamela West, Managing Director, Nuveen Real Estate Impact Investing
  • James C. Summerlin, Senior Director, Strategic Client Engagement, TIAA

Presentation

Presented by TIAA

3:45 PM – 5:00 PM 

Keynote Session | McArthur 4-7

Forging the Hybrid Workplace 
Eligible for 1.5 Business Management & Organization CPE Credits

  • Dr. Alexandra Samuel, Author, Remote, Inc.

Sponsored By Moss Adams

5:00 PM – 6:00 PM 

Business Partner Showcase Wine & Cheese Reception | FLW A-F

Sponsored By Bank of America

6:30 PM – 8:30 PM 

Dinner on Your Own

7:00 PM - 8:30 PM 

New to WACUBO Event | Casa Grande

8:30 PM – 10:30 PM 

Sweets in the Suite | Aztec

Sponsored By Follett

 

Tuesday | May 2

7:00 AM – 5:00 PM 

Registration Desk Hours | Frank Lloyd Wright (FLW) Registration

7:30 AM – 8:15 AM 

Business Partner Showcase Breakfast | FLW A-F

Sponsored By SageView

8:30 AM – 9:45 AM  

Keynote Session | McArthur 4-7

Climate Change: Challenges and Opportunities 
Eligible for 1.5 Specialized Knowledge CPE Credits

  • Dr. Katharine Hayhoe, Climate Scientist, Distinguished Professor, Texas Tech, Chief Scientist, The Nature Conservancy, Author, Saving Us

Sponsored By TIAA

9:45 AM – 10:30 AM 

Business Partner Showcase Refreshment Break | FLW A-F

10:30 AM – 11:45 AM 

Concurrent Sessions IV


Creating a Culture of Continuous Transformation for a Sustainable Business Model  | FLW G
Eligible for 1.5 Business Management & Organization CPE Credits         

  • Dr. Jim Hundrieser, Vice President for Consulting and Business Development, NACUBO

Presentation


Implementing a Lived Name Policy | FLW H
Eligible for 1.5 Personnel/Human Resources CPE Credits
  • Shylah Conway-Hamilton, Assistant Controller, Strategic Initiatives, University of California, San Francisco
  • Dr. Cynthia Davalos, Executive Director of Student and Equity Affairs and Deputy to the Associate Vice Provost, University of California, Office of the President
  • Elizabeth Halimah, Associate Vice Provost, Student and Equity Affairs, University of California, Office of the President
  • Pearl Trinidad, Executive Director, Business Transformation & Optimization, University of California, San Diego

Presentation


Ethics in Finance & Administration | FLW I
Eligible for 1.5 Behavioral Ethics CPE Credits

  •  Gregg Goldman, Chief Financial Officer and Senior Vice President, Finance, Hillspire, LLC


Flex Work Makes the Team Work: Aligning Your Project to Your Institution's Mission and Values | FLW J
Eligible for 1.5 Business Management & Organization CPE Credits

  • Rebecca Reid, Innovation and Transformation Analyst, Metropolitan State University of Denver
  • Elizabeth A. Wellington, Senior Human Resources Business Partner, Metropolitan State University of Denver

Presentation

  • Ryan Petersen, President, Follett Higher Education
  • Dr. Josef Rill, Associate Vice President, Auxiliary Services. Regis University
  • Diana Z. Rodriguez, Chancellor, San Bernardino Community College District

Presented by Follett


What Keeps You Up at Night and How to Go Back to Sleep Again | McArthur 2
Eligible for 1.5 Taxes CPE Credits

  • Lori Seager, Vice President for Finance and Chief Financial Officer, Colorado College
  • Ashlie Reese, Associate Vice President of Finance, University of Wyoming
  • Sarah Hintz, Principal, CliftonLarsonAllen
  • Jean Bushong, Principal, CliftonLarsonAllen

Presentation

Presented by CliftonLarsonAllen


Digital Transformation Initiative for Rural Higher Education: A Collaboration of Adams State University, Fort Lewis College, and Western Colorado University | McArthur 3
Eligible for 1.5 Computer Software & Applications CPE Credits

  • Chad Robinson, Associate Vice President Information Technology and Chief Information Officer, Western Colorado University
  • Kevin Daniel, Executive Director of Infrastructure and Resources and Chief Information OfficerAdams State University
  • Matthew McGlamery, Chief Information Officer, Fort Lewis College

Presentation

11:45 AM – 1:30 PM 

Member Appreciation Lunch | McArthur 4-7

Entertainment provided by Tony Duncan, Hoop Dance

1:30 PM – 2:15 PM 

Showcase Dessert Break & Grand Prize Drawing | FLW A-F

2:15 PM – 3:30 PM 

Concurrent Sessions V:


The Art of Working with Faculty: Communication, Translation, and Collaboration | FLW G
Eligible for 1.5 Personal Development CPE Credits

  • Jeffrey Ratje, Associate Vice President, Finance and Administration, University of Arizona
  • Dr. Melanie Hingle, Associate Professor, University of Arizona

Presentation


Carbon Reduction for the Business Officer | FLW I
Eligible for 1.5 Finance CPE Credits

  • Dr. Benjamin Levie, Campus Energy Manager, University of California, San Francisco
  • John Packard Rosendo, Energy Analyst, University of California, San Francisco

Presentation

  • Vic Redding, Vice President of Administration & Finance, University of Nevada, Reno
  • Dr. Jill S. Heaton, Senior Vice Provost, University of Nevada, Reno at Lake Tahoe
  • Susan Johnson, Associate Vice President Finance and Administration, University Nevada, Reno
  • Dr. Jeffrey Thompson, Executive Vice President and Provost, University of Nevada, Reno

Presentation


Anti-Racism in Business and Finance – What Does That Mean and What Can You Do? | McArthur 1
Eligible for 1.5 Personnel/Human Resources CPE Credits

  • Jon Giacomi, Assistant Vice Chancellor, Facilities Services, University of California, San Francisco
  • Ailene Estalilla, Chief of Staff, University of California, San Francisco

Presentation


Clear for Takeoff: Pre-Approved Travel & Expense Help Gonzaga University Continue its Winning Ways | McArthur 2
Eligible for 1.5 Management Services CPE Credits

  • Zeb Klemke, Accounts Payable and Travel Services Manager, Controller’s Office, Gonzaga University
  • Jason Grunin, Principal Value Experience Consultant, SAP Concur

Presented by SAP Concur


Integrated Resource and Budget Planning at UNLV and Northern Arizona University | McArthur 3
Eligible for 1.5 Finance CPE Credits

  • Jean Vock, Senior Vice Chancellor and Chief Financial Officer, University of Nevada, Las Vegas
  • Alisa Badenhorst, Senior Budget Administrator, Northern Arizona University
  • Russell Owen, Director of Higher Education, TruEd Consulting
  • Aneka York, Enterprise Account Executive, Public Sector, Anaplan 

Presentation

Presented by TruEd

3:45 PM – 5:00 PM 

General Session | McArthur 4-7

Leadership in Challenging Times
Eligible for 1.5 Personal Development CPE Credits

  • Dr. Cynthia Teniente-Matson, President, San José State University 
5:15 PM – 6:15 PM  

WACUBO President's Reception & Toast | Aztec Room and Patio 

All are welcome.

6:30 PM – 8:30 PM  Dinner on Your Own
8:30 PM – 10:30 PM 

WACUBO After Dark | Gold Room and Patio

Presented by Synario/PFM

 

Wednesday | May 3

7:30 AM – 12:00 PM 

Registration Desk Hours | Frank Lloyd Wright (FLW) Registration

7:45 AM – 8:30 AM 

Breakfast Buffet | McArthur 4-7

 8:45 AM –9:45 AM

General Session | McArthur 4-7

The Road Ahead: Challenges and Opportunities in Higher Education 
Eligible for 1 Business Management & Organization CPE Credit

  • Dr. Steven Gonzales, Chancellor, Maricopa Community Colleges

Presentation

9:45 AM – 10:00 AM

Beverage Break | McArthur Foyer

10:00 AM – 11:15 AM 

Keynote Session | McArthur 4-7

The Sum of Us: What Racism Costs Everyone and How We Can Prosper Together 
Eligible for 1.5 Personal Development CPE Credits

  • Dr. Heather McGhee, Author, Speaker, and Advocate

Sponsored By Follett

11:15 AM – 11:30 AM

Closing Remarks | McArthur 4-7

11:30 AM - 12:30 PM 

Heather McGhee Book Signing | McArthur Foyer

First come, first serve for books.

 

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