Concurrent Sessions III | May 1 | 2:15 PM – 3:30 PM 

Stepping Up & Leading Through Crisis: What do a Chief of Staff, a Chief Business Officer, and a Chief People Officer Have in Common?
Eligible for 1.5 Business Management & Organization CPE Credits

In March 2020 the world changed. Classes went online. Store shelves were emptied. Social distancing became a new term. Facemasks were everywhere. Through it all, colleges and universities found a way to continue their operations. This conference topic will explore how three university leaders formed an unlikely team to face the pandemic. They worked together, took on new roles, broke barriers, accomplished mission-critical operations, learned invaluable lessons, and lived to tell about it. This was all during a time when the city they were managing the pandemic from was in the media spotlight as the nation’s most hazardous COVID hotspot. Once named one of the nation’s safest cities this Texas border town was receiving national media attention for the devastating toll that the virus was taking on its community.

  1. Leverage the National Incident Management System approach to incident management for project management purposes. 
  2. Recognize existing institutional resources (IT infrastructure, faculty specialties, etc.) to propel efficient workflows and processes. 
  3. Partner and create new opportunities to enhance engagement.
Guadalupe Valencia-Skanes, Senior Associate Vice President for Business Affairs/Deputy, Chief Financial Officer, University of Texas at El Paso
Guadalupe Valencia-Skanes, M.B.A., CGFM, earned her Bachelor of Business Administration and Master of Business Administration in accounting from the University of Texas at El Paso and is a Certified Government Financial Manager. She has over 20 years of experience in accounting and finance and has held executive leadership roles at the University of Washington, the University of Alaska Anchorage, the University of Arizona, and UTEP. She currently serves as president-elect of the Western Association of College and University Business Officers and holds several committee appointments. Lupe was recently appointed to the board of the National Association of College and University Business Officers. She is also on the board of the El Paso Chapter of the Association of Government Accountants. She joined TTUHSC El Paso as Vice President for Finance & Administration/Chief Financial Officer in November 2021. Her duties included oversight of budget-financial/procurement operations, physical plant and support services, and the Texas Tech Police Department on the TTUHSC El Paso campus. She is currently the Senior Associate Vice President of Business Affairs and Deputy Chief Financial Officer at the University of Texas at El Paso.
Andrea Cortinas, Vice President and Chief of Staff, University of Texas at El Paso
Andrea Cortinas serves as UTEP’s Vice President and Chief of Staff. Cortinas earned her bachelor’s degree in political science from UTEP and a Juris Doctor from The University of California, Berkeley School of Law. Before joining UTEP, Cortinas was a shareholder in private practice focusing on employment law, civil litigation, education law, and advising executives on complex legal issues. She has previous experience in private industry where she served as general counsel, oversaw risk management, human resources, and benefits. Cortinas joined UTEP in 2016 as Chief Legal Officer and was promoted to Vice President and Chief of Staff in 2020. During the pandemic, she used her knack for bringing people together and problem solving to lead multiple key initiatives. She plays a crucial role in the University’s mission of access, excellence, and impact, and is a trusted senior leader who also oversees critical areas.
Sandy Vasquez, Associate Vice President for Human Resources, CHRO, University of Texas at El Paso
Sandy Vasquez serves as the Associate Vice President for Human Resources for The University of Texas at El Paso (UTEP). Beginning her career at UTEP in 1994 she has served as the Chief Compliance and Ethics Officer, Title IX Coordinator and ADA Coordinator. Has previously served on the UTEP Diversity, Inclusion and Equity Committee, Women’s Advisory Council to the President, and currently the Co-chair of the Handbook of Operating Committee and is a member of the U.T. System Chief Human Resource Officer group. She served as a committee member on the YWCA Finance Committee and board member and Chair of the Compliance Committee for Bienvivir All-Inclusive Senior Health. Ms. Vasquez is a graduate of Leadership Texas 2019. Ms. Vasquez holds a Bachelor of Business Administration in Accounting and Computer Information Systems from UTEP and is a Certified Compliance and Ethics Professional (CCEP). Sandy is married and has two children and two grandsons.

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

UCI recently launched the first in-prison bachelor's degree completion program in the UC system. Pima Community College for several years has partnered with the Arizona State Prisons to provide face-to-face AA-degree coursework for incarcerated students. CSU Bakersfield is a member of the CSU Project Rebound Consortium that provides reintegration support to formerly incarcerated students across the CSU system. The University of Denver’s Prison Arts Initiative (DU PAI) partners with every prison facility across Colorado to imagine, develop, and implement ways for incarcerated people to express themselves and transform their communities. From art workshops and educational courses to media outlets, and public performances, these collaborations are shifting perspectives about incarceration. These initiatives aim to create and sustain effective in-prison programs for those who are currently incarcerated, at least 95% of whom will return to their communities, by recognizing the powerful benefits or providing education to prisoners and former prisoners.

  1. Discuss the mission, objectives and learning platforms for educating incarcerated students.
  2. Differentiate between the resource needs for carceral higher education programs and traditional higher education programs.
  3. Identify ways to support carceral education programs at your institution. 
  4. Recognize the needs of formerly incarcerated students on campus. Implement best practices for effective student support. 
Dr. Markel D. Quarles, Associate Vice President for Student Affairs and Student Services, California State University, Bakersfield
Dr. Quarles has been focused on student success in higher education for 23 years serving in administrative, teaching, and student services capacities. He has spoken across the nation on topics related to student success, career readiness, employer recruitment, interpersonal development, and cross-generational leadership.  He has also been part of leadership efforts both nationally, statewide, and locally to impact college access, student success, career readiness, and community engagement.  Dr. Quarles is an American Council on Education Fellow and an Executive Leadership Academy Fellow. Dr. Quarles currently serves as the Assistant Vice President for Student Affairs & Student Services at California State University, Bakersfield.  In his role, he provides leadership and oversight over a number of student engagement departments and programs. He is also involved on internal and external task forces and committees that support student success.  Professionally, he is a member of the American Council on Education and the National Association of Student Personnel Administrators, where he is part of various knowledge communities. Dr. Quarles earned his doctoral degree in Educational Leadership from the University of California at Santa Barbara, where he was his program's first-ever Graduate Opportunity Fellow. He also holds Master's and Bachelor's degrees from California Polytechnic State University (Cal Poly) in San Luis Obispo, where he also played football.
Keramet Reiter, Professor & Director of LIFTED, University of California, Irvine
Keramet Reiter is Professor of Criminology, Law & Society at the University of California, Irvine. She studies prisons, prisoners’ rights, and the impact of prison and punishment policy on individuals, communities, and legal systems. She is the author of two books: 23/7: Pelican Bay Prison and the Rise of Long-Term Solitary Confinement (Yale University Press, 2016) and Mass Incarceration (Oxford University Press, 2017). She is the Director of LIFTED, a program to offer University of California BA degrees to incarcerated students, and the co-founder of UCI Prison Pandemic, a digital archive of incarcerated Californian’s stories of living through the COVID-19 pandemic.

Anthony J. Offret, Advanced Program Manager, State and Federal Prison Programs, Pima Community College
Offrett was raised in Tucson and graduated from the University of Arizona with a degree in Government. After a 21-year banking career, he completed his Master's degree in Liberal Studies at the University of Oklahoma, where he developed an interest in teaching at the post-secondary level. Offret taught various business courses and held administrative positions at two private colleges. In 2015, he became the Advanced Program Manager of the State and Federal Prison Program for Pima Community College, a large community college located in Tucson, AZ. In this position, he supervises instructors at the state prison and federal prison in Tucson, and the state prison in Douglas, AZ, located near the border with Mexico. The programs at the state prisons are college-credit courses in vocational programs, such as construction and automotive courses. The classes at the federal prison are in business and management and are offered under contracts with the State of Arizona and the Federal Bureau of Prisons.
Dr. Ashley Hamilton, Assistant Professor, Department of Theatre, University of Denver, Co-Founder and Executive Director of the DU Prison Arts Initiative 
Dr. Ashley Lauren Hamilton is an Assistant Professor of Theatre at the University of Denver and Co-Founder and Executive Director of DU Prison Arts Initiative (DU PAI). Ashley's work ranges from teaching in university and community spaces, creating theatre, storytelling and performance throughout the United States’ prison system, directing and devising university and professional work in Colorado and New York, and running one of the most robust and innovative prison arts programs in the country. Ashley's research and scholarship focuses on the complexities of teaching and creating theatre in applied spaces, specifically prisons, and how this practice can be used as a resource for authentic dialogue, affectual experience, transformation, and culture shifts. Further, Ashley has special expertise in sharing the results of her work with the community and with the public through the arts to generate conversation and social change.

NACUBO Washington Update
Eligible for 1.5 Specialized Knowledge CPE Credits

With a divided government in Washington, where do things stand for higher education? What role has NACUBO played as a liaison with legislators and policymakers at the national level? And, with national accounting standard setters? How has public sentiment about the cost of college created new advocacy challenges? NACUBO’s Liz Clark will offer observations and analysis of major legislative and regulatory changes and discuss opportunities to advocate for students and institutions.

  1. Describe new legislation and Congressional actions that impact colleges and universities.
  2. Recognize how regulatory changes will impact campuses in the coming months and years.
  3. Apply the role of the business officer as a public advocate for higher education
Liz Clark, Vice President, Policy and Research, NACUBO
Liz LaPolt Clark is Vice President for Policy and Research at NACUBO and a member of the NACUBO executive leadership group. She has been widely quoted in the press and is a sought-after speaker on how Washington politics and federal policies impact higher education. Liz got her start on Capitol Hill by opening Cornell University's first Washington, DC-based federal relations office, and in her career has led federal affairs for the State University of New York (SUNY) System and for Oregon State University. At NACUBO, she heads the team responsible for analysis of federal regulatory and legislative actions, research, and communications.

Intercollegiate Athletics in 2023: Navigating Name, Image, and Likeness (NIL)
Eligible for 1.5 Specialized Knowledge CPE Credits

NCAA rules now allow student-athletes (S-A) to be compensated for using their names, images, or likenesses (NIL). This panel will discuss the opportunity available to today's student-athletes, the role that the modern-day athletic department is expected to play in efforts to educate and empower motivated S-A to find success in utilizing their NIL, as well as some of the broader issues in regard to how NIL is influencing college sports.

  1. Explain the concept of name, image, and likeness (NIL).
  2. Discuss the complexities of balancing the expectations of the student-athlete in conjunction with the NCAA oversight of an athletic department. 
  3. Describe case studies of NIL throughout NCAA athletic departments. 

Graham Rossini, Senior Associate Athletic Director, Arizona State University 

Graham Rossini is currently Senior Associate Athletic Director at Arizona State University (ASU). He serves as a member of the Athletics Department's senior leadership team and provides executive direction to 26 NCAA-level varsity sports, 650 student-athletes, and over 300 full-time employees. Two million fans watch, attend, or listen to an Arizona State University athletics event annually. 

His most recent appointment followed 13 years with the MLB franchise, the Arizona Diamondbacks, as Vice President of Special Projects & Fan Experience. Rossini's executive role focused heavily on capital projects, revenue generation, and baseball development. 

Throughout his career at the Arizona Diamondbacks and ASU, Rossini has led capital projects, revenue-generating departments, strategic planning, and key international branding projects successfully. Through these dynamic responsibilities, he is also well-experienced at working closely with ownership, executives, league officials, coaches, professional athletes, student-athletes, and agents. 

Rossini earned his Bachelor of Science in Business Management and his MBA with an Area of Emphasis (Leadership) from ASU's prestigious W.P. Carey School of Business

Sandy Hatfield Clubb, Managing Director for Strategic Initiatives, Knight Commission on Intercollegiate Athletics 

In addition to her role as Managing Director for Strategic Initiatives with the Knight Commission on Intercollegiate Athletics, Sandy serves as the President of The PICTOR Group, a consulting firm that helps athletics organizations strategically rethink, refocus and recalibrate for greater efficiency and effectiveness. 

Prior to joining The PICTOR Group, Sandy served as Director of Athletics at Drake University where she was named the 2013-14 Under Armor Athletic Director of the Year for the Football Championships Subdivision. She started her career in athletics administration at Arizona State University where she held various leadership and management roles over a 16-year period. 

Sandy earned her Bachelors of Business Administration and Master of Education in Kinesiology, Health and Sports Studies from The University of Texas at El Paso where she was named the 2009 College of Health Sciences Gold Nugget, an award recognizing exceptional graduates who have given back to their communities and served as an inspiration for future generations of Miners.

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

Private university governing boards include individuals that celebrate the institution often through roles as alumni, parents, donors, athletic supporters, business supporters and community members. Each board member brings a different background, focus and education to the table and often these volunteers have little higher education experience. Our roles as finance and operations leaders places us in positions to support an intentional focus on their fiduciary responsibilities and many times serves as the translator of planning into reality. Building relationships with board members is a critical skill for financial leaders to advance the institution’s strategic, financial, and capital plans.

  1. Explain board governance and fiduciary responsibilities and how university administration supports and enhances board management.
  2. Define current finance and operations role in overall board and committee meetings. With administration and board leadership, determine how to enhance relationships. 
  3. Define financial and internal control as a way to help the board manage institutional risk. 
  4. Review current board communications and consider how to enhance reporting for clarity and effectiveness.
Joseph Paul Smith, Chief Financial Officer, Gonzaga University       
Joe serves as the Chief Financial Officer (CFO) and Treasurer of Gonzaga University in Spokane, Washington, a Jesuit, Catholic university enrolling approximately 7,500 undergraduate, graduate and doctoral students with total operating revenues of approximately $250 million and total assets of over $1 billion. In this executive role, Joe oversees accounting and financial record-keeping, operating and capital budgets, procurement, travel services, treasury (banking, financing, investments), taxation, insurance, auxiliary enterprises and real estate. Joe is also the primary staff liaison to the Investment Committee, Finance Committee, and Audit & Risk Management Committee of the Gonzaga University Board of Trustees. Prior to his appointment as CFO in 2018, Joe served as Associate Vice-President for Finance beginning in 2010. Previously Joe spent nine years as a financial statement auditor with KPMG and Arthur Andersen in Seattle. Joe is an alumnus of Gonzaga University, with a Bachelor’s of Business Administration –Accounting. Joe also taught as an adjunct professor in Gonzaga’s School of Business for seven years. Joe is a Certified Public Accountant (CPA) and Chartered Global Management Accountant. Joe has served on numerous not-for-profit boards, including Catholic Charities of Eastern Washington, the Washington Society of CPAs, and Early Life Speech and Language. Joe is also active with Boys Scouts of America, serving in various volunteer unit leadership roles, including cubmaster. Joe and his wife Ann have two children, Tyler and Emily.
Lynn Valenter, Vice President of Finance and Treasurer, Reed College
Lynn Valenter is the Vice President of Finance and Treasurer for Reed College. She has held that role since 2021. Her responsibilities include oversight of Treasury, Business and Accounting, Investment Office, Risk Management and Insurance, Facilities Operations, Capital Construction and Human Resources. Valenter was formerly Vice Chancellor for Finance and Operations at Washington State University Vancouver. Valenter began her career at WSU Vancouver as the facilities and auxiliary services manager in 1997. She was promoted to director of finance and operations in 1999, then to Vice Chancellor in 2005 and served as Interim Chancellor from 2010-2012. Valenter holds a Master of Business Administration from Washington State University and a Bachelor of Science in Hotel Administration from Cornell University. She previously held resort industry management positions and was a faculty member at Scottsdale Community College in Arizona. She was WACUBO President 2015-2016 and NACUBO Board Chair 2019-2020.
Dr. Linda Kosten, Interim Senior Vice Chancellor for Business and Financial Affairs and University Treasurer for the University of Denver
Linda Kosten, Ph.D., is the Interim Senior Vice Chancellor for Business and Financial Affairs and University Treasurer for the University of Denver in Denver, Colorado. In her role, Linda develops and implements financial policies that deliver the resources and services necessary for the continued advancement of the University’s mission and strategic plan. Linda 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 and services necessary for the continued advancement of the University. She oversees the controller’s office, University financial services, internal audit, budget, and enterprise risk management. Linda also manages the development of budget and coordinates multi-year financial planning. Linda has served DU for 30 years, since 2006 at the University level. She has her PhD in higher education, with a cognate in the MBA core courses, from University of Denver. 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 finance in higher education at the graduate level.

Generating Revenue Through Mission: Real Estate Strategies
Eligible for 1.5 Finance CPE Credits

Most colleges and universities bear fundamental responsibility for the economic, social, cultural, and overall health of the communities it serves, on campus and beyond. This responsibility requires institutions to consider and pursue a broad base of mission-related initiatives to meet the challenge. Due in part to increased budget pressures, the pandemic has motivated innovative thinking about how real estate might be leveraged to generate revenue while advancing institutional mission and goals. This session will explore some creative physical capital strategies, best practices, and key considerations for leaders seeking to unlock the potential of their campus real estate. With some specific examples, topics to be addressed include evaluating institutional real assets, assessing leases where the institution is a tenant, leasing to a third party (ground leasing, sale-leasebacks), and University/developer partnerships

  1. Define terms and important nuances in real esate strategies in colleges and universities
  2. Identify:
    1. best practices for evaluating opportunities and real estate strategy execution
    2. stakeholders and individuals who should be involved in plan development and decisions
    3. resources to inform decisions and maximize impact.
  3. Clarify risks and challenges and how to mitigate them.
  4. Communicate strategy effectively, internally and externally.

Morgan R. Olsen, Executive Vice President, Treasurer, and Chief Financial Officer, Arizona State University 

Morgan R. Olsen is Executive Vice President, Treasurer and Chief Financial Officer at Arizona State University. He is ASU’s chief business and financial officer and holds an appointment as Professor of Practice in the Mary Lou Fulton College of Education.

Olsen’s responsibilities at ASU include overseeing treasury and financial functions, capital projects, real estate, facilities operations, human resources, police, environmental health and safety, information technology and business and auxiliary services at the university’s four campuses.

He serves on the board of directors of the United Educators insurance company and holds memberships with; EDUCAUSE, and the Society for College and University Planning.

In 2018, Olsen received the National Association of College and University Business Officers, Distinguished Business Officer award. He is a former chair of the NACUBO board of directors, and a past president of the Central Association of College and University Business Officers, CACUBO. The Arizona chapter of Financial Executives International awarded Olsen its nonprofit CFO of the Year award for 2017.

Olsen came to Arizona State University in November 2008 from Purdue University, where he served as Executive Vice President and Treasurer. He previously served at Southern Methodist University as Vice President for Business and Finance, Eastern Illinois University as Vice President for Business Affairs and Treasurer and Associate Professor in the college student personnel program, and as Vice President for Fiscal Affairs at Emporia State University in Kansas. Olsen earned a bachelor's degree, summa cum laude, and a master's degree in public administration from the University of North Dakota, where he was inducted into Phi Beta Kappa.

Olsen earned a Ph.D. in higher education from the University of Kansas. He served as acting Executive Budget Analyst for the North Dakota Office of Management and Budget before entering university administration in 1985

Pamela West, Managing Director, Nuveen Real Estate Impact Investing 

Pamela leads the real estate impact investment strategy within Nuveen’s Real Asset Group. She is a seasoned real estate professional with 20+ years of experience and has executed over $10B of transactions in acquisitions, dispositions financing and asset management within the U.S. She currently oversees the sourcing, execution and portfolio management of Nuveen’s impact investing affordable housing platform.

Prior to joining the team, Pamela was the Regional Head of Acquisitions and Asset Management for the Northeast and Mid-Atlantic region for TH Real Estate, a subsidiary of Nuveen. She managed over $2.8B of class A/B housing assets. She began her career in real estate at CBRE.

In addition to her professional activity, Pamela is a Board Member of the Real Estate Executive Council, Bold Charter Schools, and City Parks Foundation. She also serves on the Advisory Boards for Leonard W. Wood Center for Real Estate Studies, Veritas Impact Partners and Cooper Housing Institute. She is a member of the ULI Affordable Housing Investors Council and the Real Estate Roundtable’s President Council.

Pamela graduated with a bachelor's degree in English Education from the University of North Carolina at Greensboro and an M.B.A. in Real Estate and Finance from the University of North Carolina at Chapel Hill.

James C. Summerlin, Senior Director, Strategic Client Engagement, TIAA

Presented by TIAA

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

Note: This session will cover several topics, including the social contract and retirement and will be 120 minutes in length, beginning at 1:30.

The Social Contract: Why are friendships so important to aging well? For decades, a strong financial portfolio was seen as the key to ensuring a long, happy retirement. But there’s another type of portfolio that could be even more critical. Aging adults with close friends are more likely to experience happiness and good health than those without. But building and maintaining friendships can become more difficult as clients age. Therefore, investing in their “social portfolio” should be a component of longevity planning

Visions of Retirement: As we age, money becomes more of utility in that we become less concerned about where the money is generated from and more energized by what our finances allow us to do.  Faculty and staff would benefit from their institutions educating them about a framework that can allow them to anticipate both opportunities and challenges afforded by extended longevity.  The MIT AgeLab defines this framework in what is called the theory of 8000 Days.  Using this framework, we develop what MIT calls the four phases of retirement.  Everyone will experience at least three, if not all four of these phases. 

“The four phases of retirement enable a clear vision to plan and to anticipate what is likely to come. Effective preparation can thereby reduce the stress of uncertainty and boost prolonged independence and control in the life so many wish to lead tomorrow.”

—Dr. Joe Coughlin, Director of the MIT AgeLab

Cutting Edge Services Ideas: Whatdemographic and ergonomic issues in the workplace are institutions dealing with today? What areas will we need to focus on in the upcoming years. This section will engage the audience to develop ideas for action. 

  1. Describe how friendships are linked to physical and emotional health and the importance of finding your “third place” throughout your life span even as forming new friendships requires more effort as clients age
  2. Define methods to form meaningful relationships as observed in social research
  3. Assess the risks and recognize the rewards of investing in your social portfolio
  4. Describe the importance of creating a culture to balance the benefits of having faculty, staff and students together
Dr. Joe Coughlin, Director, Massachusetts Institute of Technology AgeLab 
Dr. Joe Coughlin is founder and Director of the Massachusetts Institute of Technology AgeLab. Researcher, teacher & advisor – his work explores how global demographics, technology and changing behaviors are transforming business & society. He teaches in MIT’s Department of Urban Studies & Planning. Coughlin advises major companies worldwide and has served on advisory committees for the White House and the Organization for Economic Cooperation & Development. He was recognized by the Wall Street Journal as inventing the future of retirement, named as one of “100 Most Creative in Business” by Fast Company Magazine, and one of Investment News “Icons & Innovators.” Coughlin is a Senior Contributor to Forbes and writes for MarketWatch, the Wall Street Journal as well as other leading business outlets. Author of over 100 academic publications, his recent book is The Longevity Economy: Unlocking the World’s Fastest Growing, Most Misunderstood Market – was named a CEO READS Best Seller. Follow him on LinkedIn @drjoecoughlin

John Diehl, Senior Vice President, Applied Insights, Hartford Funds 

John Diehl is senior vice president of applied insights for Hartford Funds. He and his team are responsible for engaging and educating financial professionals 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, Applied Insights; in this role, he devotes his efforts to serving the needs of financial professionals 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.

Jennifer Berklas, Assistant Vice President, Human Capital & Risk Management, Scripps College 

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, Juris Doctorate), and MBA.  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). 

James R. McCrary, Managing Director, SageView 

James R. McCrary is a Managing Director with SageView’s West Team. Jamie is a Co-Chair  of SageView’s Not-for-Profit team and Tax-Exempt teams, 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.

James 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).

Jamse 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.


 Presented by Sage View