CACUBO 2009 ANNUAL MEETING Handouts
RELATED LINKS
2010 Host Committee
2010 Program Committee
Sunday, October 4, 2009    
12:40pm-1:00pm NACUBO Update John Walda
1:00pm-2:20pm Building Bridges for Economic Prosperity: The Education Imperative Nancy Zimpher
2:50pm-3:50pm Campus Safety Steven Cunningham and Howard Smith
2:50pm-3:50pm Sustainability at the University of Cincinnati - Politics, People and Promises Mary Beth McGrew, Michael Zaretsky, Russell Best and Rick Wiggins
2:50pm-3:50pm Building Bridges to Lower Health Care Costs Henry DeVries and Roy Zuidema
2:50pm-3:50pm Post Issuance Compliance Plans for Tax Exempt Bond Issues (ppt)
Post Issuance Compliance Plans for Tax Exempt Bond Issues (pdf)
Post Issuance Compliance Plans for Tax Exempt Appendices A-C (pdf) 		Martha Bradley, Jeffrey Lewis and Marilee Springer
2:50pm-3:50pm *Developing Business Officers for Tomorrow's Challenges: Session 1 (You must specifically pre- register for this track in its entirety Larry Goldstein
4:00pm-5:00pm Planning for Natural Disasters (large file - ppt) Fran Willbrant and Dan Heater
4:00pm-5:00pm Financial Turnarounds, Stories from the Trenches (ppt)
Financial Turnaround (pdf)		 Monica Rimai
Ronald Cattelino
4:00pm-5:00pm Conflict of Interest and Ethics (ppt) Mitch McCrate
4:00pm-5:00pm How Institutional Resources can Bridge the Funding Gap William Courson and Tanya Hahn
4:00pm-5:00pm *Developing Business Officers for Tomorrow's Challenges: Session 2 (You must specifically pre-register for this track in its entirety) Larry Goldstein
Monday, October 5, 2009    
9:00am-10:30am Higher Education and the Business Cycle Dr. Thomas Hall
11:30am-12:30pm Employment Law Update (ppt)
Employment Law Update (pdf)		 Michael Newman
11:30am-12:30pm Debt Management: Navigating through Uncharted Volatility (ppt) William Doering and Pamela McCreary
11:30am-12:30pm Tax Update: Redesigned Form 990 (ppt) Geralyn Hurd
11:30am-12:30pm Managing Costs and Strategies for Health Care Chris Sears
11:30am-12:30pm *Developing Business Officers for Tomorrow's Challenges: Session 3 (You must specifically pre- register for this track in its entirety) Larry Goldstein
2:00pm-3:00pm Kuali Financial Systems: Ready for Implementation Kathleen McNeely and Vince Schimizzi
2:00pm-3:00pm Nuts and Bolts: Higher Education Authorization Act Anne Gross
2:00pm-3:00pm
  • 403(b) Regulatory Compliance and Reporting: Best Practices and How to Prepare for your Audit
  • Fiduciary Responsibility
  • Audit Requirements
  • Audit Request List
  • Auditor Questions
    		•  Kelly Davis
    2:00pm-3:00pm Like a Bridge Over Troubled Water? Communicating During Difficult Times. Lessons Learned from the Recent Economic Downturn Courtney Hunt
    2:00pm-3:00pm *Developing Business Officers for Tomorrow's Challengers: Session 4 (You must specifically Pre-register for this track in its entirety Larry Goldstein
    4:00pm-5:00pm FASB Accounting Update Bill Eisenmann and Julie Hipsky
    4:00pm-5:00pm GASB Accounting Update Martin Birr
    4:00pm-5:00pm Building a Permanent Legacy James Barnes, James Kirtland, Joe Heider, and Bill Nolan
    4:00pm-5:00pm Next Trend(s) in Campus Commerce (ppt) John McElroy
    4:00pm-5:00pm *Developing Business Officers for Tomorrow's Challenges: Session 5 (You must specifically pre- register for this track in its entirety) Larry Goldstein
    Tuesday, October 6, 2009    
    8:30am-10:00am How the "Age Wave" Will Reinvent Retirement Maddy Dychtwald
    11:15am-12:15pm Implementing Performance-Based Budgeting: Lessons Learned from the University of Cincinnati Larry Johnson, Lee Mortimer, and Karen Sullivan
    11:15am-12:15pm Health Care Plan Design and Wellness Programs: Two Institutions' Perspectives Dawn Fahner and Liz Aumann
    11:15am-12:15pm Blue Book: 60 Quick Minutes Anne Gross
    11:15am-12:15pm Long Term Energy Planning as a Part of the College Master Plan Peter Garforth
    11:15am-12:15pm *Developing Business Officers for Tomorrow's Challenges: Session 6 (You must specifically pre- register for this track in its entirety) Larry Goldstein
    2:00pm-3:30pm Fraud Seminar: The Art of the Steal Frank Abagnale
    4:00pm-5:00pm eForms: Process Re-engineering, Paperwork Reduction, and Environmentalism Frankie Baker
    4:00pm-5:00pm Lessons from the Best: Insights from The Chronicle's 2009 Great Colleges to Work for Program Richard Boyer
    4:00pm-5:00pm Efficient and Cost Effective Delivery of Student Financial Services: A Panel Discussion Bruce Boyer, Ginny Layton, and Ken Wolterman
    4:00pm-5:00pm Stopping Fraud and Hackers at the Same Time Using High Impact IT Controls to Protect the Institution's Information Assets Randy Romes and Tammy McGee
    4:00pm-5:00pm *Developing Business Officers for Tomorrow's Challenges: Session 7 (You must specifically pre- register for this track in its entirety) Larry Goldstein
    *Developing Business Officers for Tomorrow's Challenges This track is designed to meet the needs of those individuals who aspire to be in the next generation of chief business/financial officers in higher education. Participants who are interested in this unique track will be required to select it on their registration form.The format of this track will follow the format of the annual meeting, but the concurrent sessions will be devoted to various aspects of this topic.Each concurrent session will build upon the prior sessions, so you cannot go in and out of this track.
    CACUBO Mission Statement: The mission of the Association is to improve college and university financial management and business administration, and to promote the profession's ideals, ethics and standards.
    CACUBO Diversity Statement: CACUBO recognizes the benefits of cultural diversity in the workplace and encourages and promotes diverse and multicultural participation.