Schedule-at-a-Glance

Concurrent Sessions B  


CS8: Leading through Transition: Inspiring Those Around You When the World Won't Stop Changing | Magic Kingdom 3
Eligible for 1.5 Personal Development CPE Credits

Higher education is in a state of constant flux, with high turnover, leadership transitions at all levels, and many questioning the value of what it brings. This presentation will cover strategies for leaders at all levels to inspire those around them (and keep their motivation) in a time of constant transition.

Learning Objectives

  • Differentiate between transition and change.
  • Identify strategies to keep individual leaders inspired. 
  • Apply leadership practices to promote inspiration and motivation when the world keeps changing.
  • Locate resources at your institution to support individuals and teams.

Dr. Sara Reed has over 20 years of experience in leadership, management, organizational change, and leadership development and over 15 years in higher education at different institutions. Through her service in higher education and the military, she has led diverse teams throughout the globe. Currently, she serves as the Vice President of People & Talent at Western Governors University, an online, competency-based not for profit university that serves over 150,000 students annually. Sara is passionate about the role of higher education in America, especially in the areas of leadership, diversity, inclusion, belonging, and helping all who participate in higher education to reach their potential. Sara serves as a board member for a number of nonprofit organizations, including WACUBO. She earned her doctorate from Drexel University, MA. Ed. from California State University – Sacramento, M.S. from Troy State, and BA from University of Minnesota. She is married and is a mother to three children.

Megan Glide Villasenor has almost 20 years of experience in higher education, including leading teams in multiple settings. She currently serves as the Chief of Staff to the AVP & Systemwide Controller of the University of California Office of the President. Megan's leadership and management focus has been on administrative operations and improving effectiveness in higher education. She was part of the inaugural team that helped develop, build, implement, and refine the Shared Services Organization at UC Davis, a center that provides partner-focused support services in the areas of human resources, payroll, procurement, and accounts payable and has served as the Chief Operations Officer for a large academic engineering department. Megan has a Master of Science in Business Administration. Megan is an active volunteer in her community. Since 2017, Megan has been an active member of the WACUBO community, serving on the Marketing and Communications Committee and the Professional Development Workshop Committee and currently leading the Women's Leadership Forum annual event.

 


CS9: A Year in the Life of Strategic Financial Planning | Magic Kingdom 2
Eligible for 1.5 Finance CPE Credits

This presentation recounts the experience of New Mexico State University in strategic financial planning as an example of the way formal and informal processes at different levels and points in the planning and budgeting process combine to make up the actual work of financial planning. It requires the finance leadership to balance consistency and agility as the institution tries to chart a coherent path through a changeable landscape.

Learning Objectives

  • Describe how financial strategies get articulated and turned into actions by an institution. 
  • Identify stakeholder engagement trends through the year.
  • Apply processes to balance vision and goals against opportunities and requirements during the year and beyond any predictable annual cycle. 

Beginning January 2024, Ruth Johnston began serving as Acting Vice President, NACUBO Consulting, in addition to her other consulting work through RAJ Consulting. Prior to that, Ruth served as the System Vice Chancellor and Chief Operating Office at New Mexico State University. Over her nearly four-year tenure, Ruth oversaw areas including Finance & Business Services, Facilities, ERM & Safety, Human Resources, Information & Communication Technologies, Government & Community Relations, and Marketing & Communications. Before this, Ruth held the role of Vice-Chancellor at the University of Washington (UW) Bothell where she oversaw finance, facilities, IT, HR, and more. She held the position of Associate Vice President/Provost for many years at UW (Seattle). Her leadership included Financial Management, Planning & Administration, School of Nursing, Organizational Excellence, UW Extension, Training & Development, and Housing & Food Services. Ruth holds a doctorate in organizational development/higher education, a master's degree in human relations, and a bachelor's in counseling psychology/social sciences. Ruth served as President and Board Member of the Western Association of College & University Business Officers (WACUBO), and has served on boards of NACUBO, Network for Change and Continuous Innovation (NCCI), American Association for Sustainability in Higher Education (AASHE), and the Institute for Student Services Professionals (ISSP).

David Maddox has worked with universities across the U.S. in developing financial models and budget systems, assessing administrative costs and processes, and building new operating models. His areas of expertise include resource allocation models, decision models, and the launch of major new initiatives. He currently serves as Director of Business Plan Development at Michigan State University, where he is responsible for leading cross-campus efforts to plan complicated, high-stakes projects. Previously he served as Financial Strategies and Planning Officer at New Mexico State University, with responsibilities that included leading a cross-campus team to assess the university’s budget model. He worked with campus leadership to develop new models to set campus financial strategy priorities and increase participation in the budget process. David earned his B.A. from Amherst College, M.A. from the University of Chicago, and MBA from Vanderbilt.


CS10: Friendly AI or Terminator: Introducing AI into UCI’s Digital Transformation Culture | Magic Kingdom 1
Eligible for 1.5 Information Technology CPE Credits

Judgement Day was one projection of life after digital transformation and AI adoption. UCI’s Office of Undergraduate Admissions conversely focuses on the helpful and friendly AI futures of Johnny 5, Wall-E when applying technology to enhance student success, student retention, and employee engagement. We will review projects in the areas of Chatbot deployment that eased the transition to pandemic/post-pandemic operations and the current development of our first AI-supported Digital Human.

  • Explain the benefits of a first-to-market strategy/culture.
  • Evaluate organizational capacity for adoption of new technology and capitalization of unanticipated benefits.
  •  Assess the challenges when blending AI technology into existing business processes/practices.

Patricia Morales is the Vice Provost, Enrollment Management, Campus at the University of California, Irvine. As Vice Provost, Enrollment Management, Patty oversees the offices of the Enrollment Management Analytics, Undergraduate Admissions, Financial Aid and Scholarships and University Registrar. In this role, she works closely with campus leaders to advance their goals. As a minority thriving institution, Patty realizes that a diverse campus makes UCI richer, pushing campus leaders to be more curious and challenging all to be better. She also develops and enhances valuable partnerships with external constituents to support enrollment objectives. She believes UCI is uniquely positioned to create a future-ready campus that produces future-ready students. 

Patty earned her B.A. from Boston College before continuing her education with an M.A. from the University of Chicago, an M.T.S. from Harvard Divinity School, and eventually a Ph.D. in history from the University of California, Santa Cruz. She has had an extensive career in the field of education across teaching, research, residential life, and enrollment management at a range of institutions including the University of California, Santa Cruz, Stanford University, F. W. Olin College of Engineering, and Phillips Exeter Academy.

Darren Endo serves as the Director of Administration for the Division of Enrollment Management. From human resources to finance, he oversees the division’s management processes and activities to ensure resources are ready and available to achieve our goals and aspirations. As an Anteater Alum, Darren is proud to dedicate his professional career towards the principles and values of higher education and the personal and academic development of our young leaders. Darren values movement towards equity in our world with the understanding that overcoming life or societal challenges ultimately builds character and general grit. This general desire for a fair shake with emphasis on personal responsibility and accountability has continually pushed him towards excellence with integrity. Originally from Gardena, CA, this Southern California native enjoys traveling with his spouse and cocker spaniel. He also enjoys performing with Kishin Daiko (Japanese drum ensemble) and has had the unique opportunity to perform at the MTV Video Music Awards and Grammy Awards.

Bryan Jue is the Senior Director, Outreach & Communications at the University of California, Irvine. Bryan is a proud Anteater alum and has been at the university since 1997. Bryan began his professional career at UCI serving as the Campus Tours Coordinator before moving into roles of managing public information, the CRM database, and recruitment strategy for the Office of Undergraduate Admissions. Currently, he oversees the undergraduate admissions outreach efforts including all outbound communications to those populations. Bryan holds a B.A. in Criminology, Law, and Society from the University of California, Irvine, and a M.A. in Theology from BIOLA University. Bryan can often be found wandering around Disneyland with his family.

As the Director of Finance and Human Resources for UCI’s Office of Undergraduate Admissions, Courtney Sidler is responsible for the successful oversight of all business and administrative operations. In this role, she harnesses thoughtful resource management coupled with insightful planning and implementation of processes, controls, and assessments to help secure a robust future applicant pipeline. Before this role, she served as the Director of Business Administration for Center X, a research unit within the School of Education & Information Studies at UCLA. As a higher education business professional, her experience spans the UC enterprise. She holds an MBA from Chapman University and a Bachelor of Arts in Economics from the University of California, Los Angeles.

Huma Madinawala, University of California, Irvine, Director, California First-Year Outreach: Huma Madinawala is the Director for California High School Outreach in the Undergraduate Admissions department at UC Irvine. She has worked in various areas of the Undergraduate Admissions in both Evaluation and Recruitment. Prior to UCI she worked in Early Childhood and the private business sector.

 


CS11: Protecting Minors in the College Setting: The $2B Blindspot | Magic Kingdom 4
Eligible for 1.5 Specialized Knowledge CPE Credits

Higher education institutions unknowingly serve minor students on its campuses (outreach, summer camps, enrolled students, etc.), and have an ethical obligation to proactively serve, support, and prioritize a culture of safety. With the cost of insurance policies on the rise and incidents increasing, we seek to uncover blind spots in campuses understanding of minor populations and to share lessons learned in being preventative rather than reactive by making sure to have protocols in place to mitigate risks.

Learning Objectives

  • Discuss the why/how/ and ethical duty in protecting minors to create a culture of safety.
  • Identify blind spots in campus understanding of minor populations.
  • List examples of risk mitigating procedures. 
  • Locate who needs to be engaged on your campus in the understanding of risk as it relates to having minor students on campus.

Ashley Cheri, Ed.D., serves as the P-20 Program Manager in the Center for Educational Partnerships at the University of California, Irvine (UCI) overseeing the Early Academic Outreach Program (EAOP), Community College Programs, and K-16 Career Pathways. Prior to serving as P-20 manager, Ashley was the Director of the EAOP for six years. Prior to working at UCI, Ashley worked for close to 10 years at the community-based organization, Orange County Asian and Pacific Islander Community Alliance (OCAPICA) where she served as program director for the Youth Education and Health departments in her final years of service to the organization. Ashley completed her B.S. in Health Science, M.S. in Higher Education, and Ed.D. in Educational Leadership at California State University, Fullerton. Her passion involves creating pipelines/pathways to higher education for underserved, underrepresented communities. Additionally, her research interests include the development of service-learning curricula and how faculty engage with the community throughout the process

Patricia Realo Anderson is Assistant Director for the UCI Center for Educational Partnerships (CFEP) which supports the campus' educational access and equity efforts through educational partnerships and community engagement. She has 34 years of UC experience primarily at UCI with experience managing financial, human, and physical resources in the School of Medicine, Budget Office, Admissions, and CFEP. Patricia has also served on WACUBO Annual Host Committee since 2018 and is Host Chair for the 2024 Annual Conference in Anaheim. In 2023, she was appointed to the WACUBO Board of Directors and leads its diversity, equity, and inclusion efforts as Chair of the DEI Board Committee.

James Bourgeois, J.D. works with Praesidium’s higher education institutions, youth-serving and athletic programs, municipalities, and insurance partners. He consults with clients to ensure they exceed the standards of abuse prevention and response. Additionally, James presently serves on the Board for the Higher Education Protection Network (HEPNet), and he is a licensed attorney. James has a Juris Doctorate (JD) from South Texas College of Law and attended Florida State University for his undergraduate degree.

Christopher Richmond, J.D.  serves as the University of California, Irvine, Campus Risk Manager, within the Division of Finance & Administration. Christopher holds a B.A. from the University of South Carolina and a J.D. from Duquesne University School of Law, Pittsburgh, Pennsylvania. After decades of civil litigation experience in New York, where he still holds a license to practice law, he transitioned into higher education and the risk management arena at Syracuse University (2013). Since 2017 he has worked within the University of California system, at UC Riverside (2017) and more recently, UC Irvine (2019 to present).

Working within an enterprise risk management structure he collaborates with all departmental units on insurance, claims, litigation and general “risk” issues. He acts as Co-Chair of the UCI CANRA Committee and UCI Risk Intelligence Committee, and is a member of the Emergency Operations Committee, Cybersecurity Oversight Committee, Research Security & International Engagement Committee, as well as performing important work within the Campus Hazing Prevention Committee.



BP1: Delivering a Boulder Plan: Building a connected budget planning solution at the University of Colorado Boulder | Monorail
Eligible for 1.5 Finance CPE Credits

Building off a successful presentation at the 2023 WACUBO Annual Conference, the University of Colorado Boulder team has delivered the promise of a new approach to the budgeting process. After navigating project governance structures and building stakeholder engagement, Budget & Fiscal Planning collaborated with Academic Affairs to implement an integrated budget tool built for CU Boulder, by CU Boulder. With the dynamism of the Anaplan platform and guidance and partnership of Tru Consulting, the team is delivering on goals of transparency and flexibility. The session promises valuable insights on financial transformation around the annual budgeting process and Boulder's approach to all funds budgeting, with particular focus on the change management efforts driving adoption across campus. A combination of discussion and demonstration will provide attendees with valuable takeaways, lessons learned and success stories for anyone considering an update to their budget process.

Learning Objectives

  • Identify opportunities for best practices and standardization while aligning with your goals and desired outcomes. 
  • Evaluate the importance and impact of connected processes within the Anaplan platform. 
  • Recognize criticality of change management planning when implementing new tools or processes.

Edward "Teddy" Niedermaier currently serves as Associate Director of Budget Management at the University of Colorado Boulder, where he specializes in data management, internal fee audit, and recharges, and co-leads Boulder's ongoing Anaplan budget tool implementation. Teddy is a classical musician and a former tenured professor of music at Roosevelt University (Chicago). He holds degrees in music composition from The Juilliard School and Indiana University, and an MBA from the University of Chicago.

 

 

Susan Nasher is the Associate Director of Budget & Academic Resource Analysis in the Office of the Provost at the University of Colorado Boulder. In her role supporting the academic affairs institutional budget, Susan co-leads the Anaplan Budget Tool design, build, and implementation. In addition, she co-leads the new program budget team that has developed new budgetary processes for degree, minor, and certificate proposals. Before her role at CU Boulder, Susan served as the Budget Manager for the University of Colorado Denver. At the Denver campus, Susan managed the institutional general fund budget and co-led the implementation of a shared budgeting system with Anschutz campus partners. Susan holds a Bachelor of Science in Business from California State University Channel Islands and a Master of Business Administration from the University of Colorado Denver.

Mela Fezzey, Managing Partner and CEO of Tru Consulting, brings over 25 years of invaluable experience as a higher education leader. Her passion lies in establishing connections within the higher education sector, providing solutions that bring clarity to complex issues, and operationalizing strategic decisions. With a wealth of university experience, Mela thrives on partnering with clients, and guiding them to incorporate proven methods and best practices into their strategic and financial management processes. Her commitment is evident in consistently partnering with clients to achieve their desired outcomes. Mela's leadership at Tru Consulting reflects her dedication to excellence and fostering genuine partnerships in the pursuit of positive impact within the education and public sector industries.

 

   

BP2: Cryptocurrency in Higher Education: Recent Updates and Best Practices | Castle
Eligible for 1.5 Finance CPE Credits

Cryptocurrency, which has served as a form of payment and creeped into investment allocations and philanthropy models, has went through both periods of turmoil and price euphoria over the last several years. In this presentation, we will share updates on the asset class over the last year including trouble with Binance and implications for the use of cryptocurrency in the aftermath. We will also cover new accounting standards applicable to cryptocurrency and implications for colleges and universities.

For higher education leaders considering the adoption of cryptocurrency at their institution, we need to consider our gift acceptance, investment, and intellectual property policies. In all of these areas, it’s important for organizations to stay informed about developments in cryptocurrency regulations and best practices, along with the demand for use. In what areas should an institution engage with cryptocurrency and where may they wish to stay away? What are the implications of scandals and turmoil in the market on an institution’s decision to adopt cryptocurrency? We will discuss best practices in due diligence and monitoring and review common pitfalls and challenges.

Join us for this session as we share insights from this complex field and discuss how institutions can and do engage in this area while mitigating risks.

Learning Objectives

  • Identify updates to the landscape of cryptocurrency over the last year. 
  • Associate applicable new accounting standards to acceptance and handling of cryptocurrency.
  • Apply best practices in the current landscape of cryptocurrency adoption in higher education. 

Ali Chalak, Moss Adams, Partner, has practiced public accounting since 2006. He serves a diverse spectrum of not-for-profit organizations and governmental entities, providing assurance and consulting services to micro-lenders, private and public foundations, associations, multiservice not-for-profit entities, and universities.Ali audits many organizations receiving federal funding under Uniform Guidance for Federal Awards (formerly OMB Circular A-133).

 

 

Michael Dymond is a Vice President with Hilltop Securities, where he is part of the higher education and not-for-profit public finance group. At Hilltop, Michael is active in the group’s municipal advisory, underwriting, and strategic advisory practices. Michael regularly publishes on higher education topics and trends for institutions across the sector. Previously Michael worked at Prager & Company where he conducted the same work. Michael holds an MBA from Duke’s Fuqua School of Business and a B.A. from the University of Rochester.

 


 

BP3: New evidence on gaps, opportunities and challenges in a diverse America
Eligible for 1.5 Personal Development CPE Credits

Most Americans have saved at least some money toward retirement. But retirement readiness looks markedly different across racial and ethnic groups. When it comes to retirement, there is a lot for Americans to consider. There are big-picture decisions like when to retire and what to do in retirement. But there are also tactical decisions with significant implications: when to start saving, how to save and how much to save. This report sheds light on how Americans across demographic groups are making these decisions, and what people's attitudes and experiences today suggest for our nation's financial future.

  • Describe how retirement readiness differs across racial and ethnic groups
  • Identify how people's attitudes and experiences shape their retirement decisions
  • List tactical decisions involved in retirement planning
Shelly-Ann Eweka, Director, TIAA Institute, has over 30 years of experience in the financial services industry. Before joining the Institute, she led a team of professionals who built financial plans for TIAA clients and provided support for TIAA Wealth Management Advisors. As a financial planning thought leader, she supports TIAA’s objective of engaging customers with advice that helps them meet their financial needs to and through retirement. Her focus is on proactively delivering forward-looking content through different platforms. Before joining TIAA, Shelly was a relationship manager at Chase Manhattan Bank, a financial planner/workshop presenter at Ernst & Young, and a financial planner at the Vanguard Group. She is a board member of the College For Financial Planning, a member of the Association of African American Financial Advisors and a member of the CFP Board Appeals Commission. She’s also an arbitrator for FINRA and has chaired both the Disciplinary and Ethics Commission as well as the Commission on Sanctions Fitness of the CFP Board. When not working, Shelly and her husband enjoy travelling and experiencing new cuisines.

 

Schedule-at-a-Glance