Shows
NACUBO In BriefUnderstanding the Latest at the Department of EducationThere’s no shortage of news about the U.S. Department of Education these days—from an executive order proposing to eliminate the agency, to new proposals on Capitol Hill that could reshape federal aid programs, to upcoming regulatory changes. The National Association of Student Financial Aid Administrators’ Karen McCarthy joins NACUBO’s Liz Clark and Bryan Dickson to explore what these developments mean for higher education institutions and staff working in financial aid and business offices. They also discuss how NASFAA and NACUBO are supporting their members through advocacy and engagement. Additional Resources: Read the latest NACUBO news Follow NASFAA on...2025-05-1925 minNACUBO In BriefLooking Back and Planning for the Future After the First 100 DaysApril 30 marked the first 100 days President Trump’s second term in the White House. Executive orders and federal agency upheavals have created new challenges and much uncertainty for colleges and universities. On Capitol Hill, House budget and tax proposals include a number of policy ideas that are adding to concerns. NACUBO’s Liz Clark and Ashley Jackson discuss these issues and advocacy efforts NACUBO has taken on behalf of its members. Additional Resources: Read the latest NACUBO news Register for the next NACUBO Washington Update Connect with Ashley Jackson on LinkedIn Connect with Liz Clark on LinkedIn 2025-05-0526 min
CBO SpeaksGrowth and Strategic Scale: Texas A&M University CBO John Crawford on Stewarding Financial SuccessJohn Crawford is vice president for finance and chief financial officer at Texas A&M University in College Station, Texas. In this episode, Crawford joins our host Donna Schiele to discuss following in his father's CPA footsteps, managing Texas A&M's massive $2.5 billion budget during a tuition freeze, and navigating the evolving landscape of higher education finance. "I think evaluating the P3 [public-private partnership] opportunities is crucial," Crawford says, highlighting the importance of strategic financial management in modern higher education. "We as a leadership team just have to be more strategic in how we approach things." Crawford emphasizes how universities m...2025-04-0434 min
Career ConversationsGenuine, Collective, Imperfect Leadership: Isaiah BehnkeIn this episode of NACUBO's Career Conversations podcast, host Christine Simone sits down with Isaiah Behnke, director of student finance at the University of Virginia in Charlottesville, VA. Isaiah shares his unique career journey, which he describes as an "improvised jazz session" rather than a scripted symphony, with twists and turns that led him to his current role at UVA. He discusses a pivotal moment of being laid off early in his career, which taught him the importance of embracing discomfort and vulnerability. Isaiah also explains his leadership philosophy based on three core pillars: imperfection, collective effort, and genuine connection. T...2025-03-2821 min
Career ConversationsBeyond the Numbers: Understanding Today's Chief Business OfficersThis conversation – a crossover episode between our two other podcasts CBO Speaks and NACUBO in Brief – is important enough that we wanted to release it on this feed as well. Enjoy! The fifth edition of the National Profile of Higher Education Chief Business Officers, released last year, offers crucial insights into the career paths, responsibilities, and aspirations of CBOs across the country. In this special crossover episode between CBO Speaks and NACUBO in Brief, CBO Speaks’ host Donna Schiele and NACUBO's Bryan Dickson explore the Profile's findings with Nicole Long, chief financial officer and vice president of finance and administration at Agne...2025-02-2837 min
NACUBO In BriefBeyond the Numbers: Understanding Today's Chief Business OfficersThe fifth edition of the National Profile of Higher Education Chief Business Officers, released last year, offers crucial insights into the career paths, responsibilities, and aspirations of CBOs across the country. In this special crossover episode between CBO Speaks and NACUBO in Brief, host Donna Schiele and NACUBO's Bryan Dickson explore the Profile's findings with Nicole Long, chief financial officer and vice president of finance and administration at Agnes Scott College in Decatur, Georgia, and Peter Elliott, vice president for administrative services at South Florida State College in Avon Park, Florida. The Profile examines key demographic trends in higher education l...2025-02-2137 min
CBO SpeaksBeyond the Numbers: Understanding Today's Chief Business OfficersThe fifth edition of the National Profile of Higher Education Chief Business Officers, released last year, offers crucial insights into the career paths, responsibilities, and aspirations of CBOs across the country. In this special crossover episode between CBO Speaks and NACUBO in Brief, host Donna Schiele and NACUBO's Bryan Dickson explore the Profile's findings with Nicole Long, chief financial officer and vice president of finance and administration at Agnes Scott College in Decatur, Georgia, and Peter Elliott, vice president for administrative services at South Florida State College in Avon Park, Florida. The Profile examines key demographic trends in higher education l...2025-02-2137 minCareer ConversationsLeading With a Sense of Service: Bobby SrivastavaIn this episode of NACUBO's Career Conversations podcast, host Christine Simone sits down with Bobby Srivastava, chief administrative officer and senior fiscal officer at The Ohio State University College of Engineering in Columbus, Ohio. With a background in K-12 education and over a decade of experience in higher ed, Bobby shares his unique insights on navigating the evolving landscape of university finance and offers valuable advice for those looking to grow their careers in this dynamic field. Key points and themes: Embracing challenges and opportunities for growth Adapting to the unique language and structure of higher education finance Navigating the e...2025-02-1423 minNACUBO In BriefThe Federal Funding Freeze, Budget Uncertainty, and Tax Reform OutlookExecutive orders and memos issued during President Trump’s first weeks back in the White House have elevated risk and uncertainty for colleges and universities. A leaked list of House budget and tax proposals includes a number of alarming policy ideas, and it is unclear how, or if, the Congress will be able to fund the federal government after March 14. NACUBO’s Liz Clark and Ashley Jackson discuss these issues and advocacy efforts NACUBO has taken on behalf of its members. Links & Notes NACUBO Letter to Congress on 2025 Priorities (January 31, 2025) NACUBO Statement on Federal Funding Freeze Catch up on news from...2025-02-1022 min
Career ConversationsPurposeful Leadership: Robbie Campbell Lissade In this episode of NACUBO's Career Conversations podcast, host Christine Simone sits down with Robbie Campbell Lissade, the director of budget and finance at Rutgers University-Newark in Newark, New Jersey. Campbell Lissade shares her inspiring journey from corporate accounting to higher education, discussing the challenges she faced and the mentors who helped shape her leadership philosophy. Key Takeaways: Finding purpose in higher education Leadership lessons from NACUBO's Emerging Leadership Program Effective communication across campus ecosystems Authentic leadership and the power of mentorship Throughout the conversation, Campbell Lissade emphasizes the importance of clear communication across different campus ecosystems, ensuring that financial l...2025-01-3114 minNACUBO In BriefNACUBO Consulting’s Ruth Johnston on Navigating Challenges and Strengthening InstitutionsDr. Ruth Johnston, vice president of NACUBO Consulting joins Liz Clark to talk about NACUBO Consulting. Ruth talks about the expertise, experience, and leadership abilities NACUBO consultants bring to each engagement. She also discusses some of the top issues for which institutions are seeking solutions. Ruth also explains how NACUBO Consultants are integrating tools available from NACUBO such as the Student Success Hub, resources developed by NACUBO’s analytics team, and more. Links & Notes Learn more about NACUBO Consulting Connect with Ruth Johnston on LinkedIn Access the NACUBO Student Success Hub Explore additional analytics resources from NACUBO Discover Higher Education’s Top...2025-01-2724 min
Career ConversationsEthics Above Everything: Shea BryantShea Bryant, manager of financial reporting at Michigan State University in East Lansing, Michigan, joins host Christine Simone on NACUBO's Career Conversations podcast. Bryant shares insights from his career journey, transitioning from external auditor to higher ed business officer, and discusses the importance of staying connected with GASB expectations and developing crucial skills for professional growth. Key Takeaways: Strong ties to MSU drove Bryant's career decisions NACUBO plays a vital role in translating GASB standards for higher ed Developing public speaking skills and staying current on accounting standards unlock opportunities Leading with trust fosters team creativity and success Advice: Give y...2025-01-0311 min
Career ConversationsLeading with Authenticity: Kelvin DavisIn this episode of NACUBO's Career Conversations podcast, host Christine Simone sits down with Kelvin Davis, associate vice president of finance and administration at Delta State University in Cleveland, Mississippi. Davis, a recent recipient of NACUBO's prestigious Rising Star Award, shares his unique journey in higher education and the lessons he's learned along the way. Key Takeaways: Embracing change: Davis started his career in student affairs but transitioned to finance after discovering a passion for accounting. Leading by example: As a leader, Davis believes in understanding the importance of each team member's role and being willing to roll up his s...2024-12-1318 min
Career ConversationsTransforming Higher Ed: Craig AlexanderWant to drive transformation and build stronger teams in higher ed? Tune in for insights from Craig Alexander, continuous improvement officer at the University of Kansas in Lawrence, Kansas. In this episode of NACUBO's Career Conversations podcast, host Christine Simone chats with Craig about his unique journey from a 16-year career at Sprint to higher education, key leadership insights, and strategies for driving innovation on campus. Craig shares surprising parallels he's noticed between challenges faced in the corporate world and higher ed, such as declining customers/students and the need to differentiate and cut costs. He emphasizes the importance of...2024-11-0821 min
Career ConversationsPersistence Pays Off: Don MarrowIn this insightful episode of NACUBO's Career Conversations podcast, host Christine Simone chats with Don Marrow, director of budget and resource planning at the University of Illinois Urbana-Champaign. Don shares his unique 17-year journey at the university, transitioning from a temporary civil service employee to a leadership role in business and finance. Key Takeaways: Embracing lifelong learning: Don emphasizes the importance of continuous growth and education to stay innovative in higher education finance. Building professional relationships: Networking and seeking guidance from those in desired roles can lead to valuable connections and opportunities. Evolving leadership philosophy: As Don's career progressed, his f...2024-10-2515 min
Career ConversationsLeading with Compassion: Bob MillerIn this insightful episode of NACUBO's Career Conversations podcast, host Christine Simone sits down with Bob Miller, director of fiscal administration at the University of Texas at San Antonio. With over 22 years of experience at UTSA, Bob shares his unique journey from campus recreation to strategic enrollment and offers valuable advice for aspiring leaders in higher education. Key Takeaways: Embrace change and explore new opportunities for personal and professional growth Seek mentorship and learn from leaders across various departments Lead with care, compassion, and a focus on making a positive impact on students and the institution Don't be afraid to t...2024-10-1117 min
Career ConversationsGenuine Connections, Lasting Legacy: Alyson BaxterIn this episode of NACUBO's Career Conversations, host Christine Simone chats with Alyson Baxter, assistant vice president, finance and operations, shared administrative services at the University of Alabama. Alyson shares her inspiring 17-year journey at the university, from graduate assistant to AVP, and the lessons she's learned along the way. Key Takeaways: Seize opportunities for growth and take on new challenges, even if they seem daunting at first. Find a mentor who values your strengths, provides a safe environment to learn, and supports your development. As a leader, focus on creating a positive work environment where your team feels heard, v...2024-09-1327 minNACUBO In BriefPete Zuraw Shares People-Centered Insights from Recent Facilities ResearchPete Zuraw, vice president of market strategy and development at Gordian, joins Neil Gavigan, policy and advocacy manager at NACUBO to discuss the latest in higher education facilities management. The conversation centers around the 11th edition of Gordian’s State of Facilities in Higher Education study, released earlier this year. Pete and Neil focus on the various human elements that provide a foundation for higher education facilities: an aging facilities workforce, changing demographics in higher education, and the mission-driven purposes of facilities. Links & Notes Download The State of Facilities in Higher Education, 11th Edition Download Gordian, APPA, and NACUBO’s Framew...2024-07-1525 minNACUBO In BriefDig In to the Evolving Inputs and Impacts of NACUBO’s Flagship Research ProjectsIn this episode, NACUBO’s senior director, research and policy analysis, Ken Redd joins vice president, policy and research, Liz Clark to dig into the inputs and impacts of NACUBO’s research projects. Beginning with the 2023 NACUBO-Commonfund Study of Endowments, a report that marks the 50th anniversary of NACUBO’s endowment study, they walk through the evolving research process and changing policy considerations of this flagship report on college and university endowments. Next they discuss results of the 2023 NACUBO Tuition Discounting Study—an annual study of tuition discounting practices, the use of institutional grant aid to reduce undergraduate tuition, at private n...2024-07-0125 minNACUBO In BriefPreview NACUBO’s Student Success Hub: a Comprehensive Toolkit to Build Success and EquityDuring the 2024 NACUBO Annual Meeting, NACUBO will unveil a new Student Success Hub, a toolkit designed to offer pragmatic approaches to evaluate and sustain student equity and student success initiatives. The Hub is the result of work from NACUBO that has been supported by three 3-year grants to produce a bank of resources to strengthen schools’ ability to analyze financial and student outcomes-related data. In this episode, NACUBO’s vice president for policy and research, Liz Clark speaks with Kelli Rainey, Ed.D., senior director for grants management about the project and Amber Randolph, senior vice chancellor for administration and econo...2024-06-0326 min
Career ConversationsYour Voice Matters: Adrian PetwayIn this enlightening episode of NACUBO's Career Conversations podcast, host Christine Simone sits down with Adrian Petway, associate vice president for budget and finance at Virginia State University in Petersburg, Virginia. Petway shares her passion for higher education and her journey from an accounts receivable specialist to her current leadership role. Key themes and takeaways: Her love for the mission of higher education and being a lifelong learner The importance of supporting the core mission of instruction, research, and public service as a finance professional in higher ed Teaching economics and incorporating real-life projects to prepare students for...2024-05-3116 minNACUBO In BriefCongressional Catch-Up: A Spring 2024 Legislative OutlookOn the heels of a recent fly-in advocacy day on Capitol Hill, NACUBO’s director, government affairs, Ashley Jackson speaks with policy and advocacy manager Neil Gavigan about the state of play in Congress. The conversation touches on highlights from that fly-in and examines how fallout from the protracted FY24 appropriations process, along with upcoming elections, may affect the legislative calendar for months to come. Links & Notes Visit NACUBO’s Advocacy Issues Page Watch NACUBO's Advocacy 101 Webinar Connect with Ashley on LinkedIn Connect with Neil on LinkedIn 2024-04-0822 min
Career ConversationsAsk, Learn, Grow: Charmel MaynardCharmel Maynard, 2023 recipient of NACUBO’s Rodney H. Adams Endowment Award, took a leap of faith to leave banking behind and follow a mentor into university investments. In this episode, Charmel shares how he transitioned to higher education and offers advice on leadership, learning, and team building. Key Points: Believes in taking smart career risks and not fearing failure Leads with a passion for accountability and ownership Values open collaboration with university investment peers Emphasizes the importance of asking questions Manages by empowering team members' passions Creates diverse teams to encourage new perspectives Honored for excellence in endowment management Charmel May...2024-03-0823 minNACUBO In BriefNACUBO’s President, Kara Freeman, Delves Into Resilience with Two Higher Ed LeadersIn this special episode, Kara Freeman, NACUBO’s president and CEO, interviews two familiar higher education colleagues about their recent book, The Resilient University: How Purpose and Inclusion Drive Student Success. Throughout the conversation, Freeman Hrabowski III, president emeritus, and Lynne Schaefer, vice president emerita for finance and administration at the University of Maryland, Baltimore County (UMBC), share insights earned through careers in together in higher education leadership at UMBC. Their discussion touches on the role leaders must play in meeting campus challenges, building an inclusive community, the purpose and value of higher education, and much more. Links & Notes The Resi...2024-03-0440 minCBO SpeaksDeveloping Leaders of Tomorrow: CSUSB CBO Samuel Sudhakar on Grooming SuccessorsSamuel Sudhakar is vice president and chief financial officer at California State University, San Bernardino in San Bernardino, CA. In this episode, Sudhakar joins host Donna Schiele to talk about his career journey, the importance of developing leaders, and how higher education needs to adapt. “The effectiveness of a leader comes from developing a number two and succession plan,” he says. Sudhakar emphasizes grooming leaders within his team and providing opportunities for growth. “Over the years, we had developed a strong infrastructure in IT. So when I moved over, taking over this division, I had very strong people supporting me on the...2024-03-0135 min
Career ConversationsFollow Your Curiosity: Anne Santos Anne Santos, assistant dean for finance and administration at Rice University's Glasscock School of Continuing Studies, took an unconventional path to her role. With a background in hospitality and small business, Anne shares how she transitioned industries and offers advice on pursuing your passions. Key Points: Transitioned from hospitality/small business to higher ed Admires the role of continuing education communities Sees similarities in serving others Diverse campus was a pleasant surprise Learned about university endowments Encourages trying higher ed to make an impact Shares rewards of student success stories Values networking and informational interviews Anne Santos has built a f...2024-02-2311 minCBO SpeaksMentorship That Transforms: Advice from PASSHE’s CFO Molly MercerMolly Mercer is chief financial officer at the Pennsylvania State System of Higher Education (PASSHE) in Harrisburg, Pennsylvania. In this episode, Mercer joins host Donna Schiele to discuss navigating a career in higher education finance, embracing shared governance, and growing as a leader through mentorship. “I can't say enough about the importance of mentoring,” Mercer emphasizes. She describes the value of having a mentor you can be vulnerable with and gain perspective from. Mercer stresses the immense value she found in formal mentorship programs for developing leadership skills. Join us as Mercer shares lessons learned from her varied career path leadin...2024-02-1631 min
Career ConversationsBe Comfortable Being Uncomfortable: Rick WernoskiNACUBO’s Christine Simone interviews Rick Wernoski, the associate vice chancellor for operational excellence at the University of North Carolina at Chapel Hill. Key Points: 30+ years in higher ed, started as budget analyst and moved up to leadership Passionate about transforming students' lives through academics and research Recent success creating a K-2 school that boosted literacy and math scores Learned to challenge processes, not just do things because "that's how it was always done" Great mentors pushed new ideas, best practices, and supported failures Pays it forward mentoring others with honesty, integrity, and trust Says "yes" to new opportunities like tea...2024-02-0912 minCBO SpeaksShared Governance: An Opportunity, Not an Obstacle — DePauw University CBO Andrea YoungAndrea Young is vice president for finance and administration and associate professor of mathematical sciences at DePauw University in Greencastle, Indiana. In this episode, Young joins host Donna Schiele to discuss her career journey in higher education administration, the importance of shared governance, and building consortium relationships. "I think that oftentimes, particularly if one is new to higher education, shared governance can really be a big culture shift and can seem as though it is antithetical to change, that it's a barrier to getting work done," she says. Young goes on to explain how she sees shared governance as an o...2024-02-0225 min
Career ConversationsLeading with Love: Darrell DuncanChristine Simone, host of Career Conversations, interviews Darrell Duncan, vice president of finance at Lipscomb University in Nashville, Tennessee. Duncan shares insights from his 25+ year career in higher ed finance, including the importance of loving people, being visible, and embracing change. Key Takeaways: Lead with love – Duncan believes you must love people to truly lead them. Exhibit care and develop trust. Be visible – Connect with your team regularly. See how they're doing and what's on their mind. Pivot quickly – When changes happen, pivot swiftly to the new goals. Support leadership's vision. Learn, unlearn, relearn – Stay open to new perspectives. Be willing t...2024-01-2624 minCBO SpeaksA Bright Future with Change Driving Innovation: University of Kansas CBO Jeffrey DeWittJeffrey DeWitt is chief financial officer and executive vice chancellor for finance at the University of Kansas in Lawrence, Kansas. In this episode, DeWitt joins our host Donna Schiele to talk about the challenges facing higher education, the importance of strategic alignment, and the bright future ahead for universities. “The future of higher ed, which is what we're working on at KU, is the economic engine of Kansas,” he says. DeWitt emphasizes how universities drive innovation and research that spur economic growth. “We are providing the research that spurs new technology that brings jobs into your state,” he explains. Join us for a c...2024-01-1927 min
Career ConversationsFully Engage and Fail Forward: Marissa PaceIn this episode, host Christine Simone interviews Marissa Pace, associate vice president of business and financial affairs at Spelman College. Pace shares her journey transitioning from corporate finance roles to higher education administration, driven by the mission to educate and serve students. Key Takeaways: Higher ed provides a sense of purpose Engage fully in roles to understand how you fit into the bigger picture Fail forward – mistakes provide opportunities to learn and grow Build relationships and diverse networks of mentors Take risks and accept new challenges to progress careers Pace’s story shows how following your passion can bring great purpo...2024-01-1211 minCBO SpeaksInvesting in Student Success: Loyola University Maryland CBO John Coppola on Meeting Evolving NeedsJohn Coppola is vice president for finance and administration at Loyola University Maryland in Baltimore. In this episode, Coppola joins host Donna Schiele to talk about finding mentors in higher education, investing in initiatives that support student success, and participating in professional associations like NACUBO and EACUBO. “There’s no better opportunity to really get your finger on the pulse of what’s going on in higher education than joining these associations and coming to the workshops or the annual meetings or whatever it might be,” he says. Coppola emphasizes the value of networking and learning from peers at similar instituti...2024-01-0525 minCBO SpeaksNavigating the CBO Career Path: Michigan State CBO Lisa FraceLisa Frace is senior vice president, chief financial officer, and treasurer at Michigan State University in East Lansing, Michigan. In this episode, Frace joins host Donna Schiele to discuss her career path, lessons learned, and insights on the future of higher education finance. "I think mentorship evolves over time. I can think about each organization I was in and how even if it wasn't a formal mentorship relationship, there was always an ability to learn. And sometimes it was formal and sometimes it was informal," she says. Frace explains how she has benefited from mentors throughout her career, both through f...2023-12-1528 min
Career ConversationsKnow Your Worth: Virginia TeacheyIn this episode, host Christine Simone interviews Virginia Teachey, associate vice president of budget and finance at Penn State University. Teachey shares how she accidentally fell into higher ed administration but progressed to leadership through mentorship, calculated risks, and self-investment. Key Takeaways: Started higher ed career accidentally but stayed for mission-focused work Mentors guided career development at all stages Took calculated risks and invested in self-education Leaders should motivate teams, not wield titles Hard work and openness enabled career progression Teachey's story shows how mentorship, calculated risks, and continual learning can advance leadership and careers. LINKS Check out NACUBO’s othe...2023-12-0817 minCBO SpeaksCuriosity Over Ego: UC Irvine CBO Mary Lou Ortiz Talks Learning on the JobMary Lou Ortiz is vice chancellor, finance and administration and chief financial officer at University of California, Irvine. In this episode, Mary Lou joins our host Donna Schiele to talk about learning on the job, developing mentor relationships, and leading through change. “One of the things I noticed was that a mentor I had was never afraid to say, ‘I don't understand,’ and to ask questions,” she says. Mary Lou explains how not being afraid to ask questions and admit when you don't understand something has been crucial for her. ““I've emulated that now because I've realized that in my role, if I as...2023-12-0137 minNACUBO In BriefCybercrime and Higher Education: How One Institution Responded to an AttackIn a conversation based around their NACUBO 2023 Annual Meeting session, Lou Mayer, chief finance officer, vice president of finance and treasurer and Tej Patel, vice president for information technology and chief information officer at Stevens Institute of Technology talk with Neil Gavigan, policy and advocacy manager at NACUBO about cyberattacks and higher education. Throughout the conversation, Lou and Tej illustrate why higher education is a prime target for cybercrime and share lessons learned from a 2019 ransomware attack on Stevens. Links & Notes Connect with Lou on LinkedIn Connect with Tej on LinkedIn Connect with Neil on LinkedIn 2023-11-2722 min
Career ConversationsFostering Strong Teams and Seeking Challenges: Katie WalkerIn this episode, host Christine Simone interviews Katie Walker, Assistant Vice President of Financial Planning and Analysis at the University of Virginia, as well as the recipient of NACUBO’s Rising Star Award. Katie shares her unexpected path to higher education finance after studying history and anthropology as an undergrad. She also provides key lessons learned about implementing budget models, utilizing data analysis, leadership principles, and fostering career growth. Key Takeaways Many meaningful roles in higher ed beyond faculty Data analysis provides insights to guide strategy Implementing new budget models requires connecting vision and bu...2023-11-1713 minNACUBO In BriefBreaking Down Silos to Create and Sustain Equitable Student OutcomesOn this all-NACUBO episode of the podcast, Liz Clark, vice president, policy and research speaks with Kelli Rainey, senior director, grant programs about Kelli’s ongoing work to help institutions strategically finance equitable student outcomes. Supported by a series of multi-year grants, this effort has partnered NACUBO with a diverse group of 26 institutions across the country to build understanding around how to improve student outcomes and provide higher education leaders with the tools and information they need to best serve their students. Links & Notes Connect with Kelli on LinkedIn Connect with Liz on LinkedIn NACUBO Grant and Foundation Partners 2023-11-1322 min
Career ConversationsLead with Empathy and Get to Yes: Angie KraetschHow does a finance professional go from overseeing city budgets to leading a university's financial strategy? For Angie Kraetsch, associate vice president for financial services at Cal Poly, it was a winding path full of strong mentors, challenging transitions, and learning to "get to yes." In this episode of Career Conversations, Angie shares her unique journey leading finance in both city governments and higher education. Learn how she leveraged transferable skills while navigating vastly different organizational cultures and missions. Early mentors encouraged Angie’s growth in school and work, giving her pivotal opportunities to advance and develop her leadership. Now, she...2023-11-1018 minCBO SpeaksThe Power of Partnerships: Texas Tech CBO Noel Sloan on CollaborationNoel Sloan is senior vice president of administration and finance and chief financial officer at Texas Tech University in Lubbock, Texas. In this episode, Noel joins our host Donna Schiele to talk about her winding career path to higher education, the importance of mentorship and collaboration, and her approach to creating a magical experience for everyone who visits Texas Tech's campus. Noel stresses the importance of building collaborative relationships with peers and partners across departments and institutions. “One of the most important relationships you can build at this level is left/right with your peers to achieve whatever your initiatives ar...2023-10-2730 min
Career ConversationsKids, Careers, and How to Have Both: Melissa HogartyBalancing parenthood and career growth isn't easy, but Melissa Hogarty is proof it can be done. As Assistant Vice President for Business in the Office of Finance and Administration at Stony Brook University in New York, Melissa has climbed the ladder in higher ed while raising two kids. She joins host Christine Simone on Career Conversations to share her journey and tips, from managing mom guilt to leading with empowerment. They discuss Melissa's career journey in higher education, from working at a medical school to various roles at Stony Brook University. After starting a family, Melissa’s priorities shifted an...2023-10-2012 minCBO SpeaksFrom 'No' to 'How': UNLV's CBO Jean Vock on Transforming Campus PerceptionsJean Vock is the senior vice president for business affairs and chief financial officer at the University of Nevada, Las Vegas (UNLV). In this episode, Vock discusses the growth of UNLV to serve the Las Vegas community, her philosophy of leading with service and stewardship, and efforts to transform the perception of the CFO's office. "If we start out in an intake conversation saying, ‘The first thing I'm going to tell you is that there's all these rules and all these regulations,’ you're probably not going to be able to get that done. That is not as productive as if we sta...2023-10-1329 min
Career ConversationsLeadership Lessons From 35+ Years in Higher Education: Rick AndersonIn this episode, Christine Simone interviews Rick Anderson, executive vice president of finance and operations at the Medical University of South Carolina. Rick has worked in higher education administration for 35-plus years at eight universities across six states. Not many business officers have been an athletic director at two different Division I schools, but Rick’s path through higher education has been uncommon. Throughout his career, Rick recognized effective leaders and enjoyed working for them multiple times, enabling unique interim roles. He values leaders focused on growth, learning, and execution, without micromanaging. Rick emphasizes making each institution better and enhancing the...2023-10-0609 minCBO SpeaksLeveling Up in Leadership: Career Growth Tips from Morehouse College's CBO Undria StallingUndria Stalling is the senior vice president of business and finance and chief financial officer at Morehouse College in Atlanta. In this episode, Stalling joins host Donna Schiele to talk about her career path to Morehouse, empowering her team, and the importance of historically Black colleges and universities. “The most rewarding responsibility is providing the support to my team and them being successful and knowing that I’m helping them to develop and to continuously grow,” she says. Stalling elaborates on how she mentors her team members and helps them advance in their careers by providing opportunities for growth and stretch...2023-09-2925 min
Career ConversationsBuilding Relationships and Communities: Beverly WalkerIn this episode, Christine Simone interviews Beverly Walker about her career journey in higher education. Beverly’s early time as a community college student has helped to inform her work and laid a foundation for her passion as a relationship builder who helps others find their purpose. Beverly’s current role allows her to work with students, employees, and the community. She stresses the importance of showing up authentically and meeting students where they are to “help them to navigate through this world.” To aid in the continued professional development of employees, Beverly was part of a team that created VCU’s ca...2023-09-2220 minNACUBO In BriefTop 5 Higher Education Business Issues of 2023With input from business officers at public and private colleges and universities across the country, NACUBO recently identified the most-pressing higher education business issues in 2023. NACUBO’s 2023 Rising Star Award recipient, Katie Walker, assistant vice president for finance at the University of Virginia, joins Liz Clark, vice president for policy and research at NACUBO, to discuss the challenges—and how colleges are strategizing to respond. Links & Notes NACUBO’s Top 5 Higher Education Business Issues of 2023 Connect with Katie on LinkedIn Connect with Liz on LinkedIn Check out NACUBO’s other podcasts! Career Conversations (brand new!) CBO Speaks 2023-09-1833 minCBO SpeaksFrom Self-Doubt to the C-Suite: The Unconventional Path of Abilene Christian's CFO Lori HerrickLori Herrick, the chief financial officer at Abilene Christian University in Abilene, Texas, joins host Donna Schiele on the CBO Speaks podcast. In this episode, Herrick discusses her experience as the first woman CFO in Abilene Christian University's history. She talks about overcoming impostor syndrome as a woman leader and pioneering a seat at the table in higher education finance. Herrick also covers strategies for developing her team through mentorship and succession planning. "I want to build people up underneath me," she says, emphasizing the importance of believing in her direct reports' potential and goals. Additional topics include: Navigating the...2023-09-1528 min
Career ConversationsRelationships, Authenticity, and Overcoming Obstacles: Shawn NormanWe're excited to kick off this new podcast with our guest Shawn Norman, senior vice president for operations and finance, at Iowa State University. He shares insights from his career journey about the importance of relationships, collaboration, and mentorship. Building strong relationships and collaborating with others has been critical to Shawn's career success. He moved from accounting to finance and found relationship building and collaboration to be highly rewarding. Great mentors helped him improve skills like delegating and motivating teams. Shawn says being open, honest, and willing to listen enables building trust and connections. Shawn faced...2023-09-0815 minNACUBO In BriefHigher Ed Enrollment Management Under the MicroscopeAs we enter a new academic year and colleges and universities welcome new and returning students, NACUBO In Brief speaks with enrollment experts. In a conversation addressing different challenges facing enrollment officers, lessons learned from the pandemic, and more, Neil Gavigan, NACUBO’s policy and advocacy manager, sits down with Fabrizio D’Aloisio, associate vice provost for enrollment management and executive director of undergraduate admissions at the University of Tennessee, Knoxville, and Kevin O’Sullivan, vice president of enrollment management at Iona University. At a time when perceptions of higher education are increasingly complex, Fabrizio and Kevin provide insights into nation...2023-09-0420 minCBO SpeaksFrom Data to Decision-Making: Navigating the Evolving Landscape of Higher Education with Lucien CostleyLucien Costley is the Vice President for Planning and Finance at Schreiner University in Kerrville, Texas. In this episode, Lucien joins our host, Donna Schiele, to discuss his unique path to his current role, the challenges and opportunities of being a CBO, and his thoughts on the evolving landscape of higher education. "I wasn't your typical Institutional Research (IR) person," Lucien says, reflecting on his transition from IR to his current role. He explains how his approach to data visualization and teaching others about data helped him build strong connections within the university, ultimately leading him to his position as...2023-09-0136 min
NACUBO In BriefNACUBO's New Podcast • Career ConversationsNACUBO's new podcast Career Conversations, featuring insights and advice for business professionals new to higher education, starts airing biweekly on September 8th. Make sure to subscribe!2023-08-2801 min
CBO SpeaksNACUBO's New Podcast • Career ConversationsNACUBO's new podcast Career Conversations, featuring insights and advice for business professionals new to higher education, starts airing biweekly on September 8th. Make sure to subscribe!2023-08-2801 minNACUBO In BriefMore is Possible With Higher EducationDiscussing the latest release in NACUBO’s state of higher education series: More is Possible with Higher Education, NACUBO’s director, student financial services and educational programs, Bryan Dickson, speaks with senior director, analytics, Lindsay Wayt. Together, they examine some of the ways that higher education benefits students, communities, and society as well as areas where institutions may be able to do even more. Links & Notes More is Possible with Higher Education NACUBO's State of Higher Education Series Connect with Lindsay on LinkedIn Connect with Bryan on LinkedIn 2023-07-1023 minNACUBO In BriefWhat's Happening in the Nation's Capital?Where do things stand for higher education as the Biden Administration attempts to govern with a now divided congress? What would a U.S. debt default – or a political deal – entail for institutions? Will the U.S. Supreme Court's judgments on student debt relief and the use of affirmative action practices in the admissions process have a significant impact on the sector? This week on NACUBO In Brief, members of the NACUBO federal affairs team – Bryan Dickson, Ashley Jackson, and Liz Clark – discuss what's going on in the nation's capital, including recent regulatory initiatives at the Department of Education.2023-06-0522 minNACUBO In BriefTop Five Higher Education Business Issues: Meeting Students’ Evolving NeedsIn the final episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, five members of the higher education community weigh in on the most pressing challenges facing students and what their organizations are doing to help create positive change. Responding to a two-part question from Neil Gavigan, NACUBO’s policy and advocacy manager, we hear from Chris Foster, The University of North Texas; Dr. Jhenai Chandler, The Institute for College Access and Success; Emmanual Guillory, The National Association of Independent Colleges and Universities; Jeremy DiGorio, Stetson University; and David Arnold, NASPA Links & Notes...2023-04-2423 minNACUBO In BriefTop Five Higher Education Business Issues: Supporting and Maintaining the WorkforceIn the fourth episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, Liz Clark, NACUBO’s vice president, policy and research, speaks with Andy Brantley, president and CEO of CUPA-HR and Choi Halladay, deputy executive director of business operations at the Washington State Board for Community and Technical Colleges. Building on findings from the 2022 CUPA-HR Employee Retention Survey, they discuss “a recruitment and retention crisis” in higher education and the need for flexibility and innovation, as leaders seek to invest in their employees. Links & Notes NACUBO’s Top 5 Higher Education Business Issues of 2022 CU...2023-03-0634 minNACUBO In BriefTop Five Higher Education Business Issues: Providing Secure & Modern Technology InfrastructureIn the third episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, Bryan Dickson, NACUBO’s director, student financial services and educational programs, speaks with José Rodriguez, vice president and chief information officer at Pomona College. Together, they discuss José’s “holistic approach” to cybersecurity, opportunities and threats of new AI platforms, and the importance of the human element in information technology. Links & Notes NACUBO’s Top 5 Higher Education Business Issues of 2022 EDUCAUSE’s 2023 Top 10 IT Issues Connect with Bryan on LinkedIn Connect with José on LinkedIn 2023-02-2722 minNACUBO In BriefTop Five Higher Education Business Issues: Navigating Resource ConstraintsIn the second episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, NACUBO’s vice president for policy and research, Liz Clark, speaks with Jim Hundrieser, NACUBO’s vice president for consulting services, and Laurie Bernotsky, executive vice president and provost at West Chester University of Pennsylvania. During their conversation, Liz, Jim, and Laurie discuss changing perceptions of higher education as well as strategies to support students, meet institutional goals, and adapt to new expectations in resource constrained environments. Links & Notes · NACUBO’s Top 5 Higher Education Business Issues of 2022 · NACUBO Consulting · Connect with Liz on LinkedIn...2023-01-2326 minNACUBO In BriefTop Five Higher Education Business Issues: Managing an Uncertain Economic ClimateIn this episode, the first in a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, NACUBO’s vice president for policy and research, Liz Clark, speaks with Susan Fitzgerald, associate managing director, global higher education and nonprofits, at Moody’s Investors Service. In addition to discussing Moody’s 2023 outlook for higher education, Liz and Susan touch on the changing environment around debt and lingering challenges from the pandemic. Links & Notes NACUBO’s Top 5 Higher Education Business Issues of 2022 Moody’s 2023 Outlook for Higher Education (complimentary; sign-in required) Commonfund’s 2022 HEPI Report EY-Parthenon Study Indicates Higher Educatio...2023-01-0920 min
CBO SpeaksCelebrating 100 Conversations With Outstanding CBOs: A Very Special EpisodeIn this very special 100th episode, our host, Donna Schiele, joins NACUBO president and CEO Susan Whealler Johnston to welcome back three interviewees from our first season of CBO Speaks to see where they are now: * Bronté Burleigh-Jones, chief financial officer at American University (listen to Bronté in episode 4) * Gregg Goldman, vice chancellor and chief financial officer at the University of California, Los Angeles (listen to Gregg in episode 5) * Gerald Hector, senior vice president for administration and finance at the University of Central Florida (listen to Gerald in episode 7) These distinguished guests share what they’ve accomplished since their last interv...2022-04-0144 min
NACUBO In BriefLegislative LunchCast On The Go: December 2021In this episode, originally offered on December 15 as part of NACUBO’s Legislative Lunchcast webcast series, NACUBO’s senior director, government affairs, Megan Schneider, and director, student financial services and educational programs, Bryan Dickson share the latest updates on legislative and regulatory topics affecting higher education. Links & Notes December 15 Legislative Lunchcast HEERF Resource Center COVID-19 Resource Page Connect With Megan on LinkedIn Connect With Bryan on LinkedIn 2021-12-2029 minNACUBO In BriefLegislative Lunchcast On The Go: October 2021In this episode, originally offered on October 27 as part of NACUBO’s Legislative Lunchcast webcast series, NACUBO’s senior director, government affairs, Megan Schneider, and director, student financial services and educational programs, Bryan Dickson share the latest updates on legislative and regulatory topics affecting higher education. Links & Notes October 27 Legislative Lunchcast HEERF Resource Center COVID-19 Resource Page Connect with Megan on LinkedIn Connect with Bryan on LinkedIn 2021-11-0129 minNACUBO In BriefGet to Know the NACUBO In Brief Team and the Issues They are FollowingIn this special episode, NACUBO’s vice president, policy and research, Liz Clark, chats with senior director, government affairs, Megan Schneider, and director, student financial services and educational programs, Bryan Dickson about the latest from Washington and beyond. Get to know the team better in a conversation that ranges from legislation and policies impacting higher education to the latest and greatest Netflix recommendations. Links & Notes— · Connect with Liz on LinkedIn · Connect with Megan on LinkedIn · Connect with Bryan on LinkedIn · Inching Toward Infrastructure: The View from NACUBO2021-10-1131 minNACUBO In BriefWinner of the 2021 Excellence in Sustainability Award: How Compost Cats Flourished at the University of ArizonaThe University of Arizona received NACUBO’s 2021 Excellence in Sustainability Award for its Compost Cats program. In this episode, NACUBO’s senior director of government affairs, Megan Schneider, is joined by Dr. Ilse Rojas, Compost Cats program manager, and Trevor Ledbetter, director of the Office of Sustainability at University of Arizona. Together, they discuss the award-winning program, which has grown from an on-campus composting initiative, to a hub of sustainability education and action for the Tucson community. Links & Notes NACUBO Excellence in Sustainability Award Recipients Connect with Ilse on LinkedIn Connect with Trevor on LinkedIn 2021-09-2726 minNACUBO In BriefLeveraging HEERF Allocations for Student Success: the Texas A&M International University StoryColleges and universities across the country have benefitted greatly from the COVID-19 relief aid appropriated to higher education by Congress via the Higher Education Emergency Relief Fund (HEERF). While much discussion of HEERF has centered on the primary portion of aid known as the (a)(1) allocations that most schools have received, there has been less discussion of how institutions that also received (a)(2) allocations, those earmarked for particular institution types, have utilized these less restricted funds. In this episode, NACUBO’s senior director of government affairs, Megan Schneider talks with Juan Castillo, vice president of finance and administration at Te...2021-07-1218 minNACUBO In BriefSupporting Students From Low-Income BackgroundsNACUBO’s Bryan Dickson, director of student financial services and educational programs, and Lindsay Wayt, director of analytics, discuss the latest edition in NACUBO’s State of Higher Education series. Titled “Bold Action Required: How to More Effectively Support Students from Low-Income Backgrounds,” the effort calls on higher education professionals to take action to support students from low-income backgrounds, including using data to understand challenges, making a commitment to underrepresented students, and investing in policies and practices that facilitate systemic change.2021-04-2630 minNACUBO In BriefNACUBO’s State of Higher Education ProjectHow has the pandemic changed the value of a higher education degree and intensified our need to talk about affordability? Why are students of color and lower-income students less likely to attend certain institutions? NACUBO’s director of analytics, Lindsay Wayt, joins Liz Clark to talk about the association’s State of Higher Education Project and how it’s a call to action to help CBOs see, react to, and use data to address important topics. Additional Resources: https://www.nacubo.org/Advocacy/State-of-Higher-Education 2021-02-0828 minNACUBO In BriefNACUBO's Kat Masterson Shares Lessons Learned from the 2019 NACUBO Tuition Discounting StudyPrivate, nonprofit institutions forgo a significant portion of potential revenue to help families offset the cost of college. The 2019 study, conducted before the coronavirus pandemic, indicates that this trend is becoming even more profound. Today on the show, NACUBO Assistant Director for Research and Policy Analysis Kat Masterson joins NACUBO Vice President for Policy and Research Liz Clark to share the latest findings and new insights from the study, focusing on institutions’ use of tuition discounting to recruit and support students, and the challenges that come from increasing aid. Thank you to EAB for their ge...2020-06-2925 minNACUBO In BriefCOVID-19: Navigating the Uncertainty COVID-19 Brings to Colleges and UniversitiesSusan Whealler Johnston, President and CEO of NACUBO, joins NACUBO vice presidents Jim Hundreiser and Liz Clark to discuss the challenges college and universities are contending with related to the COVID-19 pandemic. How do colleges and universities plan ahead when there are still so many uncertainties? 2020-04-2735 minNACUBO In BriefNew Insights from the NACUBO-TIAA Study of EndowmentsFor over 40 years, NACUBO has conducted a study on institutional endowments designed to answer key questions in how these financial tools are used. Over the years, this has become the largest study of its kind, offering a comprehensive set of data for policy makers, parents, students, and the broader community in how their institutions are using endowed funds. This week, NACUBO’s Senior Director of Research and Policy Analysis, Ken Redd, joins Vice President for Policy and Research, Liz Clark, to report findings in the most recent report. There are some real high points in study results th...2020-01-3027 minNACUBO In BriefThe Public-Private Partnership builds steam at SyracuseSyracuse University SVP and CFO Amir Rahnamay-Azar knows a thing or two about steam. His university’s steam generator has been providing power and more for decades across the university. When it came time for a major retrofit, it came time to revisit facilities that were core to the operation of the institution. As he says, “I need steam, not a steam generator.” So they turned to a Public-Private Partnership, a relationship that allows the university to address their power generation requirements and work with a private organization to manage the infrastructure. Today on NACUBO In Brief, Rahnama...2019-08-0517 minNACUBO In BriefSynario Series Part 4: Retrospective AnalysisThis week on NACUBO In Brief, we bring you part four of our four-part series dissecting one of higher education’s biggest challenges: financial modeling and forecasting in the face of great uncertainty. In our last episode, we presented sophisticated applications of scenario planning that can help institutions take their budgeting and forecasting models to the next level. In our final episode, our guests offer a survey of their experience working with campuses that have experience in using these more advanced analytical tools. NACUBO’s senior director of accounting policy Sue Menditto invites two experts in f...2019-07-1518 minNACUBO In BriefSynario Series Part 3: SophisticatedThis week on NACUBO In Brief, we bring you part three of our four-part series dissecting one of higher education’s biggest challenges: financial modeling and forecasting in the face of great uncertainty. In our last episode, we discussed how institutions can build a forecasting and scenario planning process that is grounded in budgeting. This week, we take scenario planning to the next level with examples of sophisticated applications that can help institutions see around corners. NACUBO’s senior director of accounting policy Sue Menditto invites two experts in for the conversation; Larry Goldstein, President of C...2019-07-1517 minNACUBO In BriefSynario Series Part 2: Run of the MillThis week on NACUBO In Brief, we bring you part two of our four-part series dissecting one of higher education’s biggest challenges: financial modeling and forecasting in the face of great uncertainty. In our last episode, we made the case for the value of forecasting. This week, we dive deeper, discussing the process of forecasting with illustrations of how institutions can build a forecasting and scenario planning process that is grounded in budgeting. NACUBO’s senior director of accounting policy Sue Menditto invites two experts in for the conversation; Larry Goldstein, President of Campus Stra...2019-07-1517 minNACUBO In BriefSynario Series Part 1: The Value of Forecasting in the Face of UncertaintyUnstable future revenues. Ballooning costs. Shifting demographics. For some, the challenges facing our institutions are no longer posing questions about what our schools will look like in the future, but whether our schools have a future at all. Even the most fortunate are concerned that there won’t be sufficient resources to sustain excellence — much less fund new ambitions. This week on NACUBO In Brief, we bring you part one of a four-part series dissecting one of higher education’s biggest challenges: financial modeling and forecasting in the face of great uncertainty. NACUBO’s senior director...2019-07-1513 minNACUBO In BriefNACUBO's Ken Redd shares lessons learned from the latest NACUBO Tuition Discounting StudyInstitutions dedicate a significant portion of their tuition and fee revenue to help families offset the cost of college. Just how much? It’s significant, says NACUBO Senior Director of Research and Policy Analysis, Ken Redd. This grant aid — aid that does not require repayment — is reaching new heights. Today on the show, Ken joins NACUBO’s Liz Clark to share the latest findings from the study, focusing on private institutions’ use of tuition discounting, and to discuss the challenges that come from increasing aid and the corresponding impact on net tuition revenue. Thank you to EAB for their...2019-05-0932 minNACUBO In BriefKnight Foundation’s Juan Martinez on diversity in portfolio ownershipThis week on the show, Juan Martinez, Vice President, CFO, and Treasurer of the Knight Foundation, joins NACUBO senior director of federal affairs, Liz Clark, to talk about diversity in the asset management industry. Research supported by the Knight Foundation looks at trends in women and minority-owned asset management firms— and the results challenge long-held assumptions in the field and open the door to a more aggressive acceptance of diverse portfolio ownership. Links & Notes Learn more about Juan Martinez at KnightFoundation.org 2018 TIAA-NACUBO Study of Endowments Diversifying Investments: A Study of Ownership Diversity and Performance in the...2019-04-2227 minNACUBO In BriefLiz Clark and Ken Redd break down the NACUBO-TIAA Study of EndowmentsFor over 40 years, NACUBO has conducted a study on institutional endowments designed to answer key questions in how these financial tools are used. Over the years, this has become the largest study of its kind, offering a comprehensive set of data for policy makers, parents, students, and the broader community in how their institutions are using endowed funds. This week, NACUBO’s Director of Research and Policy Analysis, Ken Redd, and Senior Director for Federal Affairs, Liz Clark, report findings in the 2018 report. This week on NACUBO In Brief, Ken and Liz break down the current state of...2019-02-0133 min
Navigating Change: The Podcast from Teibel EducationThe Power of our Stories and the Leaders who Write Them — NACUBO 2018 Annual MeetingThe stories we write define our careers as business officers. They are the stories of leadership and political will. They are the stories of growth and building, and the stories of contraction. They are the stories of how others will perceive us as leaders of change and how our communities will perceive our institutions as educators of the next great generation.
Howard is heading to Long Beach to take part in the NACUBO 2018 Annual Meeting. His work there will focus on business officers as leaders — those new to the role and seasoned alike — and the power of the...2018-07-1014 minNACUBO In BriefIntroducing the NACUBO 2017 Tuition Discounting Study with Lindsay WaytNACUBO assistant director of research and policy analysis Lindsay Wayt joins us today to share the latest results from the NACUBO 2017 Tuition Discounting Study, measuring the trends and strategies employed around tuition discounting across our member institutions. This week on NACUBO In Brief, Lindsay offers valuable background on the methodology underlying the report, along with some surprising trends that might impact your own institutions and your decisions around tuition discounting. 2018-04-3031 min
NACUBO In BriefLesley McBain and Lindsay Wayt on the connection between tuition discounting and underrepresented minority studentsNACUBO assistant directors of research and policy analysis Lesley McBain and Lindsay Wayt join us today to share new NACUBO research, a new paper in the NACUBO Perspectives Series, addressing the relationship between tuition discounting and access and affordability for underrepresented minority students. This paper examines whether increasing tuition discount rates between 2011 and 2015 was associated with an increase in the enrollment of underrepresented minority students. Findings indicate that institutions that increased their tuition discount rates the most had above-average increases in their proportions of undergraduates from underrepresented backgrounds. Listen in for additional findings and background on the...2018-02-0218 min
NACUBO In BriefNACUBO's Ken Redd shares the good news/bad news of the 2017 NACUBO-Commonfund Study of EndowmentsFor over 40 years, NACUBO has conducted a study on institutional endowments designed to answer key questions in how these financial tools are used. Over the years, this has become the largest study of its kind, offering a comprehensive set of data for policy-makers, parents, students, and the broader community in how their institutions are using endowed funds. This week, NACUBO’s senior director of research and policy analysis, Ken Redd, joins us to report findings in the 2017 report. If you remember Ken’s report on this show from last year at about this time, things have changed — and no...2018-01-2532 min
NACUBO In BriefNACUBO's Liz Clark details the higher ed implications of the Republican Tax planThe Republican party’s framework for tax reform appears to be moving quickly — and rather quietly — toward a bill. The framework itself is quite high-level at this point, but there are a few key areas that will absolutely impact higher ed institutions. According to Liz Clark, NACUBO’s director of federal affairs, more detail is likely coming which should clear up some of the vagaries in the framework as it exists today, but that detail will likely come with a very short window for analysis before it heads to a vote. Liz joins us on the show today to help us...2017-10-0621 minNACUBO In BriefNACUBO and EDUCAUSE Supporting a Fair and Open InternetConsumers may have heard about Net Neutrality in recent weeks as Internet companies have made their positions clear across our favorite websites. But do you know how the fight for a fair and open Internet is poised to impact higher ed? Megan Schneider, Assistant Director of Federal Affairs for NACUBO, and Jarret Cummings, Director of Policy and Government Relations for EDUCAUSE, join us today to highlight the current policy and technology landscape surrounding Net Neutrality and the actions each organization is taking in support of Net Neutrality positions.2017-07-2427 minNACUBO In BriefUnpacking the NACUBO 2016 Tuition Discounting Study with Leslie McBain and Lindsay WattNACUBO assistant directors of research and policy analysis Lesley McBain and Lindsay Wayt join us today to share the latest results from the NACUBO 2016 Tuition Discounting Study, measuring the trends and strategies employed around tuition discounting across our member institutions. This week on NACUBO In Brief, Lesley and Lindsay offer valuable background on the report, and share their unique insights on the state of discounting as custodians of this report.2017-05-1513 min
NACUBO In BriefThe Federal Impact on Charitable Giving: An Exercise in UncertaintyIt’s early days in the new administration, but lawmakers have been all too public about their interests in legislation that could dramatically impact charitable giving. What will that mean to endowments, scholarships, and academic service? This week on NACUBO In Brief, Dickinson College’s Dr. Brontè Jones and NACUBO Federal Affairs Director Liz Clark set the stage for what is sure to be a rigorous debate in Washington, and how the potential outcome may be cause for concern at your institution.2017-02-2116 minNACUBO In BriefNACUBO's Ken Redd returns with the latest on Higher Ed Endowments & the 2016 NCSE ResultsFor over 40 years, NACUBO has conducted a study on institutional endowments designed to answer key questions in how these financial tools are used. Over the years, this has become the largest study of its kind, offering a comprehensive set of data for policy makers, parents, students, and the broader community in how their institutions are using endowed funds. This week, NACUBO’s Director of Research and Policy Analysis, Ken Redd, joins us to report findings in the 2016 report. If you remember Kenn’s report on this show from last year at about this time, no, things have not i...2017-01-3125 minNACUBO In BriefHow Will Incoming Political Leadership Impact CBOs? NACUBO’s Megan Schneider Has Details!This period of transition between the outgoing Obama administration and the incoming Trump administration brings great uncertainty to finance offices across the higher ed landscape. Today on NACUBO In Brief, NACUBO assistant director for federal affairs Megan Schneider joins us to break down key incoming cabinet positions, House and Senate cabinet replacements, and broad policy implications that are likely to impact CBOs in the coming year. Listen in for the latest information driving NACUBO’s advocacy considerations as we move into the next political era.2016-12-1217 minNACUBO In BriefAnnouncing the 2016 National Profile of Higher Education Chief Business Officers with Marta Perez Drake and Lesley McBain2016 marks the third release of the National Profile of Higher Education Chief Business Officers in collaboration with The American Council on Education. Understanding CBO career trajectories and pathways, roles, responsibilities, salary levels, succession planning, and demographic information has become increasingly important in supporting our members and supporting institutions. This week on NACUBO In Brief, NACUBO Vice President of Professional Development Marta Perez Drake and Assistant Director of Research and Policy Analysis Lesley McBain share the background of the study and a number of interesting outcomes related to demographics, CBO pipeline and retirement planning, with important findings on...2016-07-0815 minNACUBO In BriefExamining the Results of the NACUBO 2016 Tuition Discounting Study with Ken Redd and Lesley McBainThe annual NACUBO Tuition Discounting Study (TDS) measures tuition discount rates and other indicators of institutional grant awards to freshmen and undergraduates attending four-year private, nonprofit (independent) colleges and universities. Hear the results, analysis and trends directly from the researchers who gathered the data, NACUBO's Ken Redd and Lesley McBain. For more information on the Tuition Discounting Report, visit the Research section of NACUBO.org.2016-05-1619 minNACUBO In BriefExplaining College and University Endowments with Ken Redd of NACUBOFor over 40 years, NACUBO has conducted a study on institutional endowments designed to answer key questions in how these financial tools are used. Over the years, this has become the largest study of its kind, offering a comprehensive set of data for policy makers, parents, students, and the broader community in how their institutions are using endowed funds. This week, NACUBO’s Director of Research and Policy Analysis, Ken Redd, joins us to report findings in the most recent report. While the overall financial picture for endowment managers is about as rosy as the financial picture for ou...2016-01-2728 minNACUBO In BriefRundown of 2016 Federal Budget Changes with Director of Federal Affairs Liz ClarkLawmakers are headed home for their holiday recess, but before they turned out the lights, they managed to pass the 2016 federal budget. This week on NACUBO In Brief, NACUBO Federal Affairs Director Liz Clark joins us to walk through the major changes that will directly impact business officers and institutions across the country. From federal student aid changes, funding for important programs and grants, and some surprising increases we didn’t expect, Liz helps us make sense of the changes we’ll all be addressing soon!2015-12-2118 minNACUBO In BriefIntroducing the Economic Models Project with NACUBO's Bob Shea & Jackie AskinTwo years ago, the NACUBO board authorized the Economic Models Project in an effort to address the issues facing higher education business models. Higher education continues to suffer in the strategic communications conversation in the media. From cost of education to endowment and fundraising, state participation to ever-evolving pedagogies and inflating program rosters, critics offer an unbalanced perspective on the value proposition offered by our institutions in the eyes of our shared constituencies. Today on NACUBO In Brief, NACUBO’s Bob Shea and Jackie Askin join us to introduce us to the Economic Models Project, and give us...2015-12-1034 minNACUBO In BriefHow FASB’s Non-Profit Proposal will Likely Impact You with NACUBO's Sue MendittoThe last time FASB’s reporting model changed for higher education and other non-profits was back in the 1990’s. In the last 20 years however, much has changed in our industry. With those changes comes the next chapter in how we handle asset class restrictions, operating measurement, expense reporting and so much more. Today on NACUBO In Brief, NACUBO’s own director of accounting policy, Sue Menditto, joins us to provide background on the changes, and outline what CBOs need to know about the proposal to will impact you and you’re institutional reporting.2015-11-2529 min
NACUBO In BriefAnne Gross and Joan Piscitello on Cash Management and Student-First BankingThe Department of Education has defined new rules around cash management at colleges and universities, some developed as a result of concerns around agreements that a number of schools have with institutions that provide accounts to students and how they relate to disbursement of federal financial aid. Today on NACUBO In Brief, Anne Gross, NACUBO VP of regulatory affairs, and Joan Piscitello, treasurer at Iowa State University share their insights and experiences in working with financial institutions and the development of new rules that impact them.2015-11-1217 min
Navigating Change: The Podcast from Teibel EducationNACUBO’s Sue Menditto on Building the Organization you WantOn September 28th the NACUBO 2015 Planning and Budgeting Forum kicks off in Austin, Texas and Howard Teibel will be there, joining Sue Menditto — NACUBO’s director of accounting policy — in a presentation on leadership and change and getting the organization you want. We’re thrilled to have Sue join us for our conversation today.
Sue kicks us off with some background on the conference and makes a fantastic case for attending. This is the fourth year for the Planning and Budgeting forum and 2015 is already at capacity.
From there, Howard and Sue walk us through a concep...2015-09-1526 min
Navigating Change: The Podcast from Teibel EducationPresumptions, Assumptions, and New Realities: The NACUBO Economic Models ProjectNACUBO is currently developing a body of research and series of tools to help business officers and their institutions assess their place in the economic landscape of higher education. Changing demographics and a decline in students, decline in state funding, decline in philanthropy, and an increase in tuition and fees above CPI are just a few of the factors impacting higher ed operations and the public impression of American institutions.
Thanks to research led by Senior Fellow of Finance and Campus Management Bob Shea, NACUBO is taking the lead in creating a definitive set of factors and...2015-07-3029 min
Navigating Change: The Podcast from Teibel EducationHow to get the most out of the NACUBO 2014 Annual MeetingWe’re gearing up for the NACUBO 2014 Annual Meeting in Seattle coming July 19-22. As usual, the NACUBO team has built an incredible catalog of events and learning opportunities and we’re trilled to be a presenting part of it. This week on the show, Howard Teibel and Pete Wright walk through the key strengths of the event, from developing new business officers and helping to cultivate a culture of collaboration across campuses, to their leading voice in public policy around higher eduction.
This year, Howard will be co-facilitating a presentation on strategic communication with past Navigating Chan...2014-07-0716 min
Navigating Change: The Podcast from Teibel EducationNACUBO 2013 Annual Meeting ReflectionsWe're back from the NACUBO 2013 Annual Workshop — and what a terrific week it was! Howard Teibel is back with a review of key learnings and an assessment of the evolving direction of the organization. Did NACUBO make good on their renewed focus on Innovation in Higher Education? Listen in this week for our take!2013-07-2216 min