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 min
CBO SpeaksStrategic Storytelling in Finance: University of Puget Sound CBO Kimberly Kvaal on Communicating Complex ChangeKimberly Kvaal is executive vice president and vice president for administration and finance at the University of Puget Sound in Tacoma, Washington. In this episode, Kvaal joins our host Donna Schiele to discuss finding purpose in higher education leadership, the power of mentorship in career development, and innovative approaches to financial sustainability in modern universities. "I think now more than ever for the CBO, it is important to be able to tell the story about why the business model doesn't work and attract supporters for the necessary steps that we need to take to sustain our institutions," Kvaal says. This p...2025-04-1827 minCBO 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 minCBO SpeaksMission-Driven Management: University of Wisconsin-Milwaukee CBO Robin Van Harpen on Leading Through ChangeRobin Van Harpen is senior vice chancellor for finance and administrative affairs at the University of Wisconsin-Milwaukee in Milwaukee, Wisconsin. In this episode, Van Harpen joins our host Donna Schiele to talk about transitioning from legal counsel to CFO leadership, navigating institutional financial challenges, and fostering an environment where talent can thrive. "Leadership in higher education is not easy. It's not for the faint of heart. And that’s not going to change," Van Harpen says, reflecting on the realities of higher education leadership. "But I think it is worth it. It's a little bit like my child who's not eas...2025-03-2124 minCBO SpeaksData-Driven Turnaround: Transforming Institutional Finance with Northern Kentucky University CBO Christopher CalvertChristopher Calvert is chief financial officer and vice president of administration and finance at Northern Kentucky University in Highland Heights, Kentucky. In this episode, Calvert joins our host Donna Schiele to discuss his journey from private sector finance to higher education leadership, implementing data-driven financial strategies, and navigating the evolving landscape of institutional finance. "One of the things that I did learn as I've gone through the various progressions of my career is just learning how to be strategic, learning how to communicate strategy," Calvert says, reflecting on key leadership lessons. "Don't be afraid to stick your neck out a l...2025-03-0733 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 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 minCBO SpeaksThe Power of Curiosity and Transparency: Leadership Lessons from University of Rhode Island CBO Abby BensonAbby Benson is vice president for administration and finance at the University of Rhode Island in Kingston, Rhode Island. In this episode, Benson joins our host Donna Schiele to talk about her diverse career path, the importance of curiosity and transparency in leadership, and the unique challenges and opportunities facing higher education today. "I would say that curiosity is really important. I think always being curious, always being willing to learn, I think is in line with the values of higher education," Benson says. Continually asking questions and digging into issues provides valuable learning experiences that can be applied to f...2025-02-0732 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 minCBO SpeaksBeyond the Job Description: Seizing Opportunities with Great Falls College MSU CBO Carmen RobertsCarmen Roberts is the executive director of operations at Great Falls College Montana State University in Great Falls, Montana. In this episode, Roberts joins our host Donna Schiele to talk about her journey to becoming a higher education leader, the challenges and opportunities in operations management, and the importance of fostering collaboration among diverse teams. "Don't be afraid to take on something that's outside your comfort zone that you don't necessarily know anything about," Roberts says. She emphasizes the value of embracing new challenges and stepping outside one's job description to gain recognition and demonstrate capabilities. "Those other duties are a...2025-01-2426 minCBO SpeaksReframing Financial Conversations: Kalamazoo Valley Community College CBO Brian Lueth on Resource Allocation and Student ImpactBrian Lueth is vice president for finance and business at Kalamazoo Valley Community College in Kalamazoo, Michigan. In this episode, Lueth joins our host Donna Schiele to talk about his journey from public accounting to higher education, the importance of effective communication in conveying financial information, and strategies for maintaining affordability and access for students. "I always try to start the conversation not with a ‘no’. I think that's easy for the CFOs to be pigeonholed into that person that always says ‘no’, and sticking to the budget and those types of things," Lueth says. He emphasizes the importance of reframing...2025-01-1018 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 minCBO SpeaksTransparency Transforms: Effective Communication with Lake-Sumter State CBO Michelle MatisMichelle Matis is vice president of finance and CFO at Lake-Sumter State College in Leesburg, Florida. In this episode, Matis joins our host Donna Schiele to talk about her career path in higher education finance, managing financial health during challenging times, and the importance of collaboration and transparency. "I always try to instill that with my team first, that we're going to be transparent. It's helpful if when we're talking to people, we're giving the same message so that there's clarity and consistency," Matis says. She emphasizes the importance of clear communication and using consistent terminology when discussing financial matters. "M...2024-12-0622 minCBO SpeaksBeyond the Balance Sheet: Kentucky Community and Technical College System CBO Todd Kilburn on Student-Centered Financial LeadershipTodd Kilburn is chief financial officer at Kentucky Community and Technical College System (KCTCS) in Kentucky. In this episode, Kilburn joins our host Donna Schiele to discuss navigating institutional transitions, balancing financial leadership with student success, and the evolving responsibilities of modern chief business officers across KCTCS's 16 colleges, 70 campuses, and over 85,000 students. "I love discussions around strategy... I want to find a place where I can be a strategic thought partner," Kilburn says, reflecting on what drives his career choices and lateral moves. "I like helping to set the strategy and helping the institution advance its goals and its mission." H...2024-11-1522 minCBO SpeaksStepping Outside Your Comfort Zone: Belmont University CBO Harry Allen's Advice for GrowthHarry Allen is executive VP for financial excellence and CFO at Belmont University in Nashville, Tennessee. In this episode, Allen joins our host Donna Schiele to talk about his journey from banking to higher education, the importance of relationships and service in leadership, and his vision for the future of finance in higher ed. "I view my role in the many roles that I've had in my career. I'm mostly one that is empowering others and serving as the catalyst," Allen says. He emphasizes the importance of listening, learning and collaborating to find mutually beneficial solutions. "And so I show u...2024-11-0122 minCBO SpeaksListening and Leading: Elgin Community College’s CBO Kimberly WagnerKimberly Wagner is the vice president of business and finance at Elgin Community College in Elgin, Illinois. In this episode, Wagner joins our host Donna Schiele to talk about her transition from corporate accounting to higher education, the importance of empowering and investing in your team, and trends and changes in community colleges. "I think truthfully sweating the small stuff sometimes back then does make you appreciate later, you know, looking back," Wagner says. She emphasizes the value of truly listening and absorbing information, especially early in your career. "One thing that I wish I would have done more, and I...2024-10-1825 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 minCBO SpeaksStrategic Thinking, Analytics, and Relationships: Insights from Manchester University CBO Claire KnappClaire Knapp is the vice president of finance and administration, chief business officer and treasurer at Manchester University in North Manchester, Indiana. In this episode, Knapp joins our host Donna Schiele to talk about his unique career journey from public accounting to higher education, navigating financial challenges in a post-pandemic environment, and the importance of collaboration and relationships in his role. "If you're stepping into the CBO role, you have to have a strategic mindset. I think it's important to be thinking strategy and also to be able to think strategy with not only the group that you may be w...2024-10-0423 minCBO SpeaksMentorship Matters: Insights on Career Growth from Colorado College CBO Lori SeagerLori Seager is vice president for finance and chief financial officer at Colorado College in Colorado Springs, Colorado. In this episode, Seager joins our host Donna Schiele to talk about her unique career path, the value of a liberal arts education, and the evolving role of a CBO. "I think if a person cultivates that relationship, especially with their supervisor and asks for opportunities to be involved in new projects and learn new things, I think that's a really valuable experience for a person who aspires to a CBO role," Seager says. She emphasizes the importance of mentorship and actively s...2024-09-2022 minCBO SpeaksLeading With Intention: Leadership Lessons From Sam Houston State University CBO Amanda WithersAmanda Withers is the chief financial officer and senior vice president for operations at Sam Houston State University in Huntsville, Texas. In this episode, Withers joins our host Donna Schiele to talk about her journey to becoming a CBO in higher education, the importance of leadership and mentorship, and the future of the CBO role. "I think the CBO is going to become more of an integrated leader," Withers says. As resources become more constrained, CBOs will need to be data-informed and lead conversations about cost containment while working closely with other senior leaders. "The CBO role is going to c...2024-09-0623 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 minCBO SpeaksEmbracing Change Fearlessly with University of North Texas CBO Clayton GibsonClayton Gibson is vice president for finance and administration and CFO at the University of North Texas in Denton, Texas. In this episode, Gibson joins our host Donna Schiele to talk about his educational journey, his transition from corporate to higher ed, and the importance of mentorship. "Focus on your career and technical skill sets, but you also want to be involved in the community," Gibson says, recounting valuable advice he received from a mentor at Ernst & Young early in his career about the value of that connection to your community when you’re working to move into more prominent rol...2024-04-2631 minCBO SpeaksKeeping Students Central: University of Arkansas CBO Ann Bordelon on Investing in PeopleAnn Bordelon is executive vice chancellor for finance and administration at the University of Arkansas in Fayetteville, Arkansas. In this episode, Bordelon joins our host Donna Schiele to talk about her career journey, mentorship, and leadership through change in higher education. “I look back on my career and there have been a handful of people who have really been instrumental,” Bordelon says. She goes on to emphasize the importance of mentors and sponsors who invested in her growth and advancement throughout her career. Join us for a conversation with Bordelon as she talks about transitioning from corporate roles to higher educat...2024-04-1249 minCBO SpeaksMinding the Data: South Florida State College CBO Peter Elliott on Telling Stories with NumbersPeter Elliott is vice president for administrative services at South Florida State College in Avon Park, Florida. In this episode, Elliott joins host Donna Schiele to talk about his career path, challenges in higher education, and the importance of community colleges. “I like to say when I introduce myself: I'm here because usually when a student gets to my office, they're not happy, and the odds are pretty good I'm not going to make them happy,” he says. Elliott explains that teaching as an adjunct allows him to interact positively with students and connect back to the mission of higher educa...2024-03-2932 minCBO SpeaksManaging Risks and Getting to "Yes": UW-Madison CBO Rob Cramer's InsightsRob Cramer is vice chancellor for finance and administration at the University of Wisconsin-Madison in Madison, WI. In this episode, Cramer joins host Donna Schiele to discuss learning from mentors, overcoming challenges, and being optimistic for higher education. "How do we get to ‘yes’ when being asked to help solve problems?" Cramer reflects. Despite challenges, he remains focused on understanding needs and finding solutions—a mentality that fuels his optimism for higher ed's future. "That's still something that really sticks with me today," Cramer says. Join us as Rob Cramer recounts his journey from state government to higher ed leadership. He share...2024-03-1532 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 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 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 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 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 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 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 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 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 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 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 minCBO SpeaksFlexibility and Collaboration with Tarleton State University CBO Lori BeatyLori Beaty is Chief Financial Officer/Executive Vice President for Finance and Administration at Tarleton State University in Stephenville, Texas. In this episode, Lori joins our host Donna Schiele to talk about transitioning from grant accounting, being a lifelong learner, and why it’s important to remember that you don’t have to understand every detail of the work you oversee. “I have needed to grow key skills as I’ve grown into this position,” she says. She calls out flexibility and collaboration as the two skills she’s developed the most as she’s continued her CBO role. “We have...2023-03-1721 minCBO SpeaksCollaborative Change and Creative Solutions with University of Michigan CBO Geoff ChatasGeoff Chatas is Executive Vice President and Chief Financial Officer at University of Michigan in Ann Arbor, Michigan. In this episode, Geoff joins our host Donna Schiele to talk about his learning curve coming from the corporate world, thinking about the world in different ways, and developing great teams, before getting out of their way. “It’s okay to innovate. It’s okay to take risks. It’s okay to push the envelope, but do it within the tolerance of what your organization can handle,” he says. It’s a challenge for every CBO as they learn to find the right ways to...2023-02-1726 minCBO SpeaksHonoring Your Past Choices, Being Nimble, and Scheduling Walking Meetings with New Mexico State University CBO Ruth JohnstonDr. Ruth Johnston is Vice Chancellor, Chief Operating Officer, and Chief COVID-19 Officer at New Mexico State University in Las Cruces, New Mexico. In this episode, Johnston joins our host Donna Schiele to talk about being nimble, challenges ahead for higher education, and why understanding the system from all perspectives is critical for a CBO. “To be a successful CBO or COO, you really need to understand the system, and not just the administrative side but how the students fit in, how the faculty fit in, how shared governance works,” she says. All while you’re also handling the administration of it a...2022-10-1433 minCBO SpeaksLearning to Not Panic with Grand View University CBO Christopher LeeChristopher Lee is Vice President for Administration and Finance at Grand View University in Des Moines, Iowa. In this episode, Lee joins our host Donna Schiele to talk about learning to prioritize without panic, optimizing your choices, and being a CBO in a faith-based institution. “We are here as professionals not to panic but to simply anticipate as much as we can, prepare for the fact that big things will always come at us, have plans in place for things we can prepare for, and then as those things come, assess, evaluate, prioritize, and then execute in the best interest of...2022-09-1620 min
FOCUSEpisode 401: The Changing Role of the Chief Business Officer (CBO) in Higher EducationDr. Susan Whealler Johnston passed away on August 12, 2022. We admire the leadership she gave to NACUBO and the entire higher education community. She was thoughtful, caring, and passionate. May we all remember her lifetime of contributions to the pursuit of reinforcing the value of higher education. We were honored to have her as a podcast guest and hope you enjoy listening to this episode of FOCUS in which Susan shares insights into how higher education is evolving. Recorded April 2022.
Dr. Susan Whealler Johnston, president and CEO of the National Association of College and University Business Officers (NACUBO...2022-05-1031 minCBO SpeaksLearning How to Explain Finances to Non-Financial People with John Brown University CBO Dr. Kim HadleyDr. Kim Hadley is the Vice President of Finance & Administration and Assistant Professor of Business at John Brown University in Siloam Springs, Arkansas. In this episode, Dr. Hadley joins our host Donna Schiele to talk about how her background as a professor informs everything she does, keeping up to date with the pulse of the students, and the role of faith for her as a CBO. “It’s been a refreshing place to be for my faith,” she says. The role as a CBO is the same, but there are differences for her because of the focus of the university. “Faculty a...2022-04-1530 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 minCBO SpeaksChandler-Gilbert & Mesa Community Colleges CBO Bradley Kendrex on Finding the School’s Core Components in These Changing TimesBradley Kendrex is the Executive Vice President for Finance and Operations at Chandler-Gilbert Community College and Mesa Community College in the Maricopa Community College system in the Phoenix, Arizona area. In this episode, Kendrex joins our host Donna Schiele to talk about the challenges of being CBO at two colleges simultaneously, how continuing as an instructor helps him stay current, and the ever-changing times in which we’re living. “Higher education is renowned for being planted in tradition and staying current and trying to keep steady through whatever is going on in society, but I feel like we’re in more tu...2022-02-0423 minCBO SpeaksPenn State CBO Dr. Sara Thorndike on the Importance of Trust & the Power of People SkillsDr. Sara Thorndike is the Senior Vice President for Finance and Business Treasurer at The Pennsylvania State University in University Park, Pennsylvania. In this episode, Thorndike joins our host Donna Schiele to talk about keeping the pulse on the needs of your team, finding ways to create work/life balance, and why people skills may outweigh the technical skills in this role. “Understanding that you have to know how to collaborate and partner and feel comfortable building trust & negotiating. Building that team. Those are the skills that are important for a CBO to cultivate because it’s about partnerships,” she says. ...2022-01-2126 minCBO SpeaksHumboldt State University CBO Shahrooz Roohparvar on Investment and Innovation in the Student ExperienceShahrooz Roohparvar is the Vice President of Administration and Finance at Humboldt State University in Arcata, California. In this episode, Roohparvar joins our host Donna Schiele to talk about turning every crisis into an opportunity, and working more toward investment and innovation for the student experience. “We can always look back and think about those enjoyable memories of the college-going experience,” he says. He continues that it’s important to make those experiences resonant to students today but adapting them by including more safe spaces on campus, more inclusive environments, putting DEI initiatives in place, and more. Roohparvar also discusses his long...2021-12-0320 minCBO SpeaksSalisbury University CBO Dr. Janet Wormack on the Importance of Networks and MentorsDr. Janet Wormack is the Vice President for Administration and Finance at Salisbury University in Salisbury, Maryland. In this episode, Dr. Wormack joins our new host Donna Schiele to talk about navigating as an African American female in a role that’s generally male-dominated, and the power of mentors and networks to find the strength to stay on the path to a successful career. “I am a big supporter of making sure you take care of the people behind you,” she says. She adds that it’s important to be invited to the table at early stages so that you can see...2021-11-1921 minCBO SpeaksNASPA & NACUBO Join Forces to Discuss the Crossover Between Student Affairs and Business OfficersIn this special episode, Megan Strand joins Jill Creighton, host of the SA: Voices From the Field Podcast, and two former CBO Speaks guests, Nicole Trufant and Gerald Hector, to look at how student affairs officers and business officers can work together towards mutual success. The discussion ranges from seeing business officers as human to how student affairs and business office professionals can help each other promote justice, diversity, equity, and inclusion in higher education. They talk about the importance of transparency, open communication, and building relationships with people at all levels to improve collaboration across all departments. It’s...2021-04-2232 min
SA Voices From the FieldThe Role of the Finance Office at Your Institution with CBO SpeaksToday on SA Voices from the Field we are bringing you a crossover episode between our podcast and CBO Speaks, a podcast of the National Association of College and University Business Officers. Today, we are speaking with Nicole Trufant, Vice President of Finance and Administration for the University of New England, and Gerald Hector, Vice President of Finance and Administration for Ithaca College. About NACUBO The National Association of College and University Business Officers (NACUBO) is a membership organization representing more than 1,700 colleges and universities across the country. About CBO Speaks Wh...2021-04-2238 minCBO SpeaksVirginia State University CBO Kevin Davenport on the Importance of Failure in Order to SucceedKevin Davenport is the Vice President of Finance & Administration at Virginia State University in Petersburg, Virginia. In this episode, Davenport joins Megan Strand to talk about the value of learning from every opportunity and why the saying ‘if you’ve never failed then that must mean you’re not trying hard enough’ means so much to him. “CBOs need to be able to really challenge themselves and to work outside of their comfort zone, not being afraid to fail,” he says. Too many people fall into patterns of comfort and stop challenging themselves. It’s critical to always be find...2021-03-2527 minCBO SpeaksGrand Valley State University CBO Greg Sanial on Not Letting Ambiguity Handcuff Your Decision-MakingGreg Sanial is the Vice President for Finance & Administration and Chief Financial Officer at Grand Valley State University in Allendale, Michigan. In this episode, Sanial joins Megan Strand to talk about more frequent but shorter Zoom meetings can help everyone support each other and get things done, and why communication and decision-making skills are so critical. “You’re never going to know everything,” he says. Dealing with decision-making and ambiguity are critical skills for any CBO. It’s hard to learn how to make decisions when you have to base it only on the information you have. “You can’t...2021-02-1220 minCBO SpeaksCommunity College of Baltimore County CBO Melissa Hopp on Data With HeartMelissa Hopp is the Vice President for Finance & Administration at the Community College of Baltimore County in Baltimore, Maryland. In this episode, Hopp joins Megan Strand to talk about the early days of being a CBO and why knowing how to learn and grow with the times is one of the most important development skills for any CBO, no matter where they are in their career. “The skills, they change,” she says. Whether they’re budgeting skills or learning to work with coworkers, or knowing which details and data to pay attention to, as systems are always updati...2021-01-2921 minCBO SpeaksMidwestern State CBO Beth Reissenweber on Giving Space to Your Staff and Being Intentionally CompassionateBeth Reissenweber is the Vice President for Administration & Finance at Midwestern State University in North Texas. In this episode, Reissenweber joins Megan Strand to talk about being an essential employee, keeping COVID off campus, and leading with empathy. “It’s about enjoying the work, engaging folks, and making this a great experience,” she says, “because we spend a lot of our waking hours together at work so we want to have it a pleasant and supportive experience.” Join us for a conversation with Beth Reissenweber as she talks about doing the work to support diversity, developing...2020-12-1819 minCBO SpeaksSpelman College CBO Dawn Alston on Leading with Humility in Times of CrisisDawn Alston serves as Vice President for Business and Financial Affairs and Chief Financial Officer for Spelman College in Atlanta, Georgia. This week on the show, Alston joins Megan Strand for a conversation on finding humility and patience in leadership through crises such as our current pandemic. "As I have gone through this process, I feel one of the changes is that I have become more confident,” she says. “There is less time for planning. At first, we had to make strategic decisions very quickly. That leaves little time for self-doubt. … As time has come on, I’ve becom...2020-10-2321 minCBO SpeaksPima Community College CBO David Bea is an Educator and Leader through ChangeDavid Bea serves as Executive Vice Chancellor for Finance and Administration for Pima Community College in Tucson, Arizona. This week on the show, Bea joins Megan Strand for a conversation on the challenges of teaching, learning, and leading through COVID and more. “There are two approaches that are core to how I manage,” says Bea. “The first is teaching. If the audience doesn’t understand what I’m talking about, the organization isn’t growing. We’re all educators in that realm. Second, explaining my decisions to my direct reports is important for their development so they can see what t...2020-06-1919 minCBO SpeaksSussex Community College CBO Ketan Gandhi Demonstrates Leadership in CrisisKetan Gandhi serves as Executive Vice President for Finance and Operations for Sussex County Community College in Newton, New Jersey. This week on the show, Gandhi joins Megan Strand for a conversation on some of the early lessons learned from this year’s challenges. “I like our shared decision making, but it does take time,” says Gandhi. “When you know something is efficient, find some way to get it implemented. What we are going through now has told us that the things that are efficient should be implemented immediately. Using technology for the efficiency of operations is the key.”...2020-06-0525 minCBO SpeaksValparaiso CBO Susan Scroggins Offers Lessons of Collaboration and Knowledge for Administrators of TomorrowSusan Scroggins serves as Senior Vice President for Finance at Valparaiso University in Valparaiso, Indiana. This week on the show, Scroggins joins Megan Strand for a conversation on the dramatic trends that are shaping higher education institutions — public and private alike — from demographic changes to budgetary changes to technology and student expectations and beyond. The Boomers are retiring, says Scroggins. It’s time to listen and promote diverse points of view to best fill the pipeline of young talent to take over as future leaders. Thanks to development programs from NACUBO and others, there is a growing pool of...2019-12-0616 minCBO SpeaksMichael Hager brings student affairs to the business office as CBO of U. Northern IowaMichael Hager serves as senior vice president for finance and operations at the University of Northern Iowa. He brought 20 years of student affairs experience to the CBO role, making the transition to the business office as a bridge between the student experience and operations. Surprises? Not many, says Hager. “I was a little more surprised the approach was focused on operations and not students … the student experience I brought from that role helped us in this division.” At Northern Iowa, Hager has been building his bench strength of future CBO leadership since day one on the job. While...2019-05-1321 minCBO SpeaksFSC Jacksonville CBO Al Little builds his team with an eye to future foundationsAl Little serves as vice president of business services at Florida State College at Jacksonville. He brings his experience as an auditor assigned to the higher ed space as his entre to our field. That experience kickstarted a rich CBO career that continues to expand today. In our conversation today, Al Little shares his insights into mentorship and how to hire and cultivate an engaged and capable staff. “Not everyone makes a great CBO, but everyone is fulfilling a very important role and there are always things to learn through professional development.” His optimism is contagious as he s...2019-04-0122 minCBO SpeaksTrinity U. CBO Gary Logan Navigates the “Rule of the Angry 8” with Grace and CharityGary Logan serves as vice president for finance and administration at Trinity University in San Antonio, Texas. He found higher education not as a CBO initially, but as an accounting service service provider whose clients were institutions. He made the transition to higher ed and leads a division with authenticity and transparency. In our conversation today, Logan introduces us to the “rule of the angry eight,” and the leadership and diplomatic tools he uses to engage his campus with an orientation of appreciation of the institution's legacy, and a drive toward a rich future.2019-03-1127 minCBO SpeaksBerea CBO Derrick Singleton Serves “The Best Education Money Can’t Buy!”Derrick Singleton serves as vice president of operations and sustainability at Berea College in Berea, Kentucky. Berea offers one of the more interesting models of any institution we’ve profiled on this show: they charge no tuition to their students. What arises from that sort of promise to students? As Singleton says of their financial concerns, “we are not immune.” His background in corporate finance served his urge to work for a non-profit. From Coors to Sherwin-Williams to Berea College marks a unique journey for this CBO, and a unique story for the rest of us.2019-02-1823 minCBO SpeaksChapman CBO Harold Hewitt Falls into Rewarding Higher Ed CareerHarold Hewitt serves as Executive Vice President and Chief Operating Officer at Chapman University. After an academic career spanning philosophy, religious studies, and a clear path to professorship, Hewitt suffered a transformational ah-ha moment: “I discovered I didn’t like teaching.” But what does one do when so deeply invested in higher education, minus the drive to teach? “I asked for help… and I was given the opportunity to interview the various administrators,” at the Claremont Colleges. “The path for me was on the operations side.” Hewitt’s experience illustrates one of so many paths into the CBO role. He enter...2019-01-0730 min
CBO SpeaksU of Alabama CBO Matt Fajack is changing the world one student at a time Experimentation is central to success for University of Alabama Vice President of Financial Affairs, Matt Fajack. After 21 years in the private sector, Fajack has been on a 14-year journey of exploration himself in higher education. Over the years, he's discovered that interests aren't always aligned, that everyone is in higher ed for different reasons, be it research, public service, growth, and more. As CBO, it's sometimes challenging to align intentions around key initiatives. His effort day-to-day is in creating programs that both inspire, and build incentive to try new things across the institution, to build consensus, and...2018-09-1224 min
CBO SpeaksReflections on a CBO Career with Alonzetta Landrum-SimmsOn the verge of retirement after a career as a CBO, Enterprise State Community College Dean of Finance and Administration Alonzetta Landrum-Simms shares valuable lessons for those who follow in her professional footsteps. Landrum-Simms shares her accomplishments as CBO, as well as her challenges and those facing CBOs following in her footsteps. The industry is changing, she says, and it’s incumbent on all new CBOs to be open to a career of learning, exploration, and change.2018-01-1719 minCBO SpeaksNicole Trufant Found Family, Purpose and Growth as CBO at UNENicole Trufant serves as Vice President of Finance and Administration for University of New England. It’s one of the fastest growing schools in the country, recently opening three new colleges, growing 40% online presence, and a new extension campus in Tangiers, Morocco. “I have experienced every emotion… except for boredom,” she says. Unlike so many of our CBO guests, Trufant says she has education in her blood. She comes from a family of teachers. And her grandfather? He served as custodian at her own institution! This week on the show, Trufant shares her story of navigati...2017-07-0321 minCBO SpeaksWofford College CBO Barbie Jefferson Shares the Value of Mentorship for Upcoming Finance ProsBarbie Jefferson serves as chief financial officer for Wofford College in South Carolina and celebrates the broad variety of challenges before here. From dining to facilities and construction management to, of course, ensuring the college is on a sound financial path, her team make the college a better place for students, faculty, and staff. Her biggest lesson, count on the expertise of mentors who have come before you to learn the ropes and responsibilities. Listen in this week to hear more about the biggest challenges facing her as CBO and how her tools of inspiration help keep...2017-06-0518 minCBO SpeaksUMBC CBO Lynne Schaefer Found Big Rewards in Higher Ed Finance … in a Hat!As it turns out, fortuitous accidents can kickstart incredibly rewarding careers. From her work in public service, University of Maryland Baltimore County Vice President for Finance and Administration Lynne Schaefer picked her field of study out of a hat. On the show today, Schaefer shares the story of her discovery of higher education and the rewards that have come with it personally and professionally. Her most significant key learnings today are all around the people. Building trust in her team as a finance leader through transparency and clear communication leads to great camaraderie in future projects, and...2017-04-2422 minCBO SpeaksWSU CBO Lynn Valenter Brings Hospitality Experience to Higher Ed to Support the Academic MissionHospitality and higher education have a striking degree of similarity says Lynn Valenter, Vice Chancellor of Finance and Operations as Washington State University Vancouver. From facilities to customer service to security and police, Valenter brings experience from her first career in hospitality services to her role as CBO every day. Valenter shares her focus on public-private and public-public partnerships as a key strategy for supporting growth for the institution. Her advice for new CBOs coming from the private sector? Understand shared governance: “It’s completely non-intuitive coming from the private sector.” This week on CBO Speaks, this season...2017-03-1720 minNACUBO In BriefAugsburg College CBO Beth Reissenweber Encourages Open Minds When Embarking on Shared Services JourneyShared Services encompasses the web of possible partnerships between departments, divisions, and even across institutions that share resources to improve efficiency and decrease costs, and relieve pressure on tuition. For a small institution, streamlining processes and finding internal efficiencies is no longer enough. Forming shared services partnerships is a critical path to financial success according to our guest today. This week on NACUBO In Brief, Augsburg College Chief Financial Officer Beth Reissenweber joins us to share her experience creating and implementing shared services at her institution. A successful information technology partnership has led to a more robust...2017-03-0719 minCBO SpeaksCBO Hezekiah Simmons Builds Campuses, Mentees, and Alliances for Monroe CCHezekiah “Heze” Simmons serves as CFO and Vice President for Administrative Services for Monroe Community College in Rochester, New York. Before serving as CBO, he would have been as surprised as anyone on being asked to lead the charge to build a new college campus. But Simmons is all about stretch goals, and that very college campus is on schedule and under budget, targeting a September opening. This week on CBO Speaks, Simmons shares his recipe for success as a CBO. His is a story of alliances, both inside the college and in the community beyond. It’s a st...2017-03-0322 minCBO SpeaksThinking Differently with University of Maryland Baltimore CBO Dawn RhodesFor Dawn Rhodes, shared governance made for a big transition as she moved from the private sector into higher education. “That first time you go through that process and try to get a decision made, you’re asking yourself, why is this taking so long?” But the value of the shared governance model, the balance and transparency offer key benefits in her role as chief business and finance officer and vice president for administration and finance for University of Maryland, Baltimore. As CBO, investing her time with mentors has given her the opportunity to see far beyond her ro...2017-02-1720 minCBO SpeaksCBO Phil Doolittle Sees Growth, Partnerships, as Key to Cutting Edge Service for the Adult Higher Ed MarketAfter 23 years at University of Redlands, CBO Phil Doolittle was ready for something new. He found it in Brandman University and their target population, adult learners. Today, he serves Brandman as executive vice chancellor of finance and administration and chief financial officer. We’ve created an environment were innovations are accepted and embraced by all the constituents including faculty,” says Doolittle. “What was most successful about this is the way the organization restructured in order to create a space where the programs for adult learners could be innovative and focus on effectiveness.” How does the populati...2017-02-0322 minCBO SpeaksU. Denver CBO Craig Woody Leads by Sharing the Load, Inspires by Building CommunityCraig Woody serves as vice chancellor for finance and business at the University of Denver, and in his over-30-year tenure at the institution, he’s seen a lot of change. “Half our footprint is new in the last 20 years,” he says. With new infrastructure, comes new leadership, new strategic plans, and a shifting board. Woody celebrates his place in an organization that has learned to work together, to celebrate strengths of the broader team. “The role of the CBO is more about understanding the finances of the university, understanding the resources we have to pursue w...2017-01-2021 minCBO SpeaksCBO Susan Maddux Drives Change in the Face of Complexity at Presbyterian CollegeIn her role as vice president for administration and finance at Presbyterian College, Susan Maddux practices both the skill, and the art of the CBO. “When I first entered the profession it was much more about crunching the numbers and giving presentations to the board of trustees and making sure the budget got balanced, and now it is much more relationship driven,” she says. “When I first started, it was much more black and white than it is today.” This week on CBO Speaks, Maddux shares her journey into the role, including her experience in public a...2016-12-0919 minCBO SpeaksLakeland CC CBO Michael Mayher Shares the Culture of Community, Emotional Intelligence in Finance LeadershipMichael Mayher came to Lakeland Community College by way of big accounting. After weathering the whims of mergers and downsizing, he networked his way into business services and fell for it completely. Fifteen years later, he serves as executive vice president for administrative services and treasurer, and loves the CBO job today every bit as much as the day he started. “I love being a CBO. I mean, I’m serious,” he says. “I love challenges and this job is all about challenges.” His biggest surprise in moving from corporate to campus? How collaborative institutions are. “We may compete...2016-11-2816 minCBO SpeaksCBO Mike Gower on the Merger that has Created the NEW Rutgers UniversityFor Mike Gower, the world of public accounting gave him key insights and new perspectives when approaching financial challenges of his higher ed projects. It is that broad horizon that led him into the role of executive vice president for finance and administration and treasurer for Rutgers University. Gower faces change, but says driving change across sometimes competing cultures and systems can be much harder than we anticipate. “As much as we want to bring best practices to people, everyone has to learn those things, and get comfortable with it,” says Gower. “Setting the stage whereb...2016-11-1125 minCBO SpeaksCBO Gerald Whittington Charted His Course through Political Turmoil into Higher Ed LeadershipGerald Whittington can thank Richard Nixon for his career. It was 1968, and Whittington was a freshman. Amidst campus protests to the Vietnam War, he received a letter that, perhaps for the first time, connected national politics, fiscal policy, and education, directly to his personal trajectory. This is how our conversation begins today, but his journey to senior vice president for business, finance and technology at Elon University gets even more interesting from there. Whittington builds a case for a broad liberal arts education for aspiring CBOs that includes the financial skills classes — of course — but literature, music, and...2016-10-2824 minCBO SpeaksU. Mass Lowell CBO Joanne Yestramski Leads Through Teamwork, Courage, and PersistenceJoanne Yestramski hasn’t always been in higher ed, and it’s that long road away from the field that led her back to her role at her alma mater, vice chancellor of finance and operations at U. Mass Lowell. “I couldn’t believe my fortune,” she says, “to be able to come back and serve my alma mater in this very special time in the institution’s success story.” For Yestramski, the decision to transition out of the private sector hinged on the mission. “There’s much more of a short term planning cycle. When’s the next merg...2016-10-1422 minCBO SpeaksCBO Barbara Larson on Great Questions, Active Listening, and the Gift of the Community CollegeCBO Barbara Larson took a winding road into finance administration. She landed in her executive vice president for finance and administrative services at Johnson County Community College through environmental economics and solar manufacturing. But the allure of the campus was too great to resist, and within a few years, she brought the breadth of her skills to the community college. “I’ve learned to ask questions when I don’t know, and I hope I’m a good listener,” Larson says. “I work hard to understand other people’s perspectives and attempt to contribute where I can.” Her mentor...2016-09-3024 minCBO SpeaksLoyola University Maryland CBO Randy Gentzler on Building Financial Bench Strength in Future LeadersRandy Gentzler serves as vice president for finance and administration at Loyola University Maryland today, but higher education has never let him stray too far. After a career in higher ed finance starting on the accounting track straight out of college, he counts the variety of roles in higher education and strong mentor relationships as the keys to his success as a CBO. As a mentor himself today, Gentzler notes what he’s looking for in a mentee. “I’m looking for a broad thinker, technically competent, I want somebody who wants my job. … It’s important to our pro...2016-09-1621 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 minCBO SpeaksDavidson CBO Ed Kania on Serendipity, Mentorship, and Growing into Higher EducationVice President for Finance and Administration for Davidson College Ed Kania landed in higher ed thanks to the luck of the economic downturn. Knowing nothing of higher education offered him the benefit of a new view, and awareness of the state of infrastructure of his new institution along with the opportunities for growth and improvement therein. “People skills were extremely important. My department had poor relationships across the entire campus. At the same time, people made the assumption that because you were a CPA, all you cared about was money. They didn’t understand that CPA’s are mu...2016-06-0226 minCBO SpeaksMiddlesex County College CBO Sue Perkins Entered Higher Ed for Broad Horizons, Grand ExperienceMiddlesex County College Vice President of Finance and Administration Sue Perkins was one of only two women Vice Presidents in community colleges when she took on the role. Things have changed today, thanks to hard work, persistence, and deep collaboration with a growing network of higher education professionals. "When I look back on my career path, I realize now how important it was to talk to people, to get involved in other areas before they became my responsibility," says Perkins. She volunteered actively in areas beyond finance to learn the functions, and become comfortable in those...2016-05-1922 minCBO SpeaksStarting from Scratch: Building a Start-Up University with Soka U. CBO Arch AsawaCBO Arch Asawa’s first job in education happened to be one of many firsts. As vice president of finance at Soka University, he joined the administrative team in building the liberal arts institution from scratch. As a start-up, the challenges he faced came plenty, and fast, from building staff, vetting and hiring faculty, and crafting programs to create a best in class education experience. “I knew nothing about higher education,” says Asawa. After attending his first association meeting, “I knew these were my people.” Asawa built a network of other professionals through his involvement in NACUBO and...2016-05-0521 minCBO SpeaksSeattle U. CBO Connie Kanter on Building a Career around Asking the Right QuestionsCBO Connie Kanter knows something about rapid innovation. In fact, her role at Seattle U. is her first role in education after a career in a high tech start-up. “You have to roll your shirt sleeves up and everybody does everything. You’re living in a constrained environment.” That the rules of finance in a start-up are so similar to the rules of finance in higher education are where the parallels begin. Kanter shares her insights into working as a CBO with an inclination toward curiosity, to asking the right questions and inviting the right partici...2016-04-2126 minCBO SpeaksSpelman College CBO Danny Flanigan on the role of the CBO as a “people person!”“The secret of being a great financial officer is being able to talk to anyoneabout anything,” says today’s guest. And with over 40 years tenure at Spelman College, VP of Business and Financial Affairs, Robert “Danny” Flanigan, knows a thing or two about talking finance to a wide range of interests. Flanigan shares his insights on the evolution of the CBO role. In the old days, financial officers “were accountants. They didn’t engage with the community or students.” But the role has changed. Today, the CBO is a partner to the president, says Flanigan, and in today’s conversati...2016-04-0721 minCBO SpeaksCal Poly CBO Cindy Villa melds fun and hard work to evolving role of financial leadershipCal Poly Senior Vice President for Administration and Finance Cindy Villa is new to the university but not to the role. Her recent transition to CalPoly after 28 years at another institution affords her a unique perspective on administrative leadership and change. “Our role over the years has evolved. A CBO now has to be far more entrepreneurial — you have to be creative and willing to take risks.” This week on CBO Speaks, Villa highlights the change in the role of the CBO, the industry, and how to grapple with diversifying revenue streams and increasing efficiency within the tradit...2016-03-2420 minCBO SpeaksPrairie View A&M CBO Corey Bradford Serves as a Case Study for Public-Private Partnership with the CommunityPrairie View A&M Senior Vice President of Business Affairs Corey Bradford assumed he was on track for a career in corporate America, but the reward of working in higher education was too great to deny. Bradford’s first professional role was in the budget office, in fact, and he worked into the CBO role from there. From continuing education to on-the-job experience in campus crisis management, Bradford shares his insights in growing into finance leadership, campus growth, and deep mission-level investment in the broader civic community economic development. “I spend a good deal of my time trying to spur...2016-03-1018 minCBO SpeaksEmory U. CBO Mike Mandl Leverages Broad Experience for Smart Business ManagementYou might not think of big pharma as a launchpad for a successful CBO, but that’s the path of our guest, Mike Mandl. As EVP for Business and Administration at Emory University, Mike brings a rich experience across industries to his work as an institutional leader. His early exploration led to a decades-long commitment to “a cause bigger than myself,” says Mandl. Today on CBO Speaks, shares how he takes his experience in financial leadership to partner across departments to help build creative solutions with his academic peers. “My whole mind is oriented to: where do we want to get t...2016-02-1126 minCBO SpeaksTCU’s Brian Gutierrez on Time, Emotional Intelligence, and the Legacy of the CBOBrian Gutierrez has served as vice chancellor for finance and administration for Texas Christian University for over a decade. Like most CBOs, his responsibilities range from contracts, to risk, to audit management, all the way to the bookstore operations. What makes Gutierrez unique is his approach to working with his people. He espouses the critical importance of developing emotional intelligence, and he uses his own experience to listen more attentively, to sense the unspoken challenges his team faces, and to communicate in a language of balance with those around him. This week on the show, we offer a fascinating...2015-11-1227 minCBO SpeaksNew Rochelle’s Betty Roberts Nurtures the Next-Gen CBO with a Gift of TrustDr. Betty Roberts has only been vice president for finance & administration at New Rochelle for about a year. But in her 30 years prior, she’s served as an operational leader across institutions and departments. From information technology to sustainability to finance and organization development, she’s seen it all. And that, she says, is a great gift — it serves to define the role of today’s CBO. Now, she’s giving back. In today’s episode, join us and hear how Betty Roberts identifies future leaders, how she provides opportunities for learning and experience, and how she gifts them with the one...2015-10-2827 minCBO SpeaksCBO Leadership Lessons Beyond Finance with University of Hawaii CC's Mike UnebasamiMike Unebasami has been with the University of Hawaii system in some way or another since 1968. Today, he serves as associate vice president for administrative affairs for University of Hawaii community colleges, but his long tenure in the system has given him a view of change unlike most in our industry and his insights as a result are that much more transformative. As many have reported in this series, the challenges of the job are rich in communication and human relations far beyond the rigors of finance. In this conversation however, Unebasami shares specifically who to know to make...2015-10-1521 minCBO SpeaksRecognition and Trust in Developing CBO Resources with Furman's Mary Lou MerktThis week's featured CBO, Mary Lou Merkt, is a seasoned higher ed veteran. She brings a wealth of experience across two other prestigious institutions to her current role as vice president for finance and administration at Furman University. Today, Merkt joins Megan Strand to share her experience in strategically developing her team. She talks about the importance of recognition — especially through difficult decisions, those good for the university, but sometimes challenging for the team — and the role of trust in developing future leaders. Join us this week for a rich discussion around the transformative impact of the CBO, and grow...2015-09-1522 minCBO SpeaksFacing Complexity with Creativity with University of Arizona CBO Gregg GoldmanUniversity of Arizona Chief Financial Officer Gregg Goldman takes on change in gulps, not bites. Coming to the CBO role from the at the UA from the USC Marshall School where he served as a Dean and CFO in January of this year, he's taking on new functions and demands across the institution at a steady clip. His background in academic leadership makes Goldman a unique pick for CBO, but he says it's what makes him successful in the role. This week on CBO Speaks, Goldman recounts the fascinating career journey that brought him to the UA, and says...2015-09-0321 minCBO SpeaksUnderstanding the Legacy of the CBO with Millersville's Roger BruszewskiRoger Bruszewski will begin his 39th year in higher ed this fall. In his role as VP for Finance and Administration for Millersville University, he's seen a world of challenge and opportunity. But the winding path of his career from chief information officer(Yes, CIO — you read that right!) has given him keen insights into the role of managing people, mentorship, and the stamp of legacy of the CBO in the physical structure of the institution. Join us for a wide-ranging discussion on growing your people and shaping a campus for the next half century.2015-08-1025 min