2019 SACUBO Annual Meeting Concurrent Session Speakers

2019 Annual Meeting – Concurrent Session Speakers Abraham Alexander Begor Bernier Raymond Abraham, Associate Vice Chancellor for Finance, Bossier Parish Community College Community Colleges Roundtable Raymond Abraham is the Associate Vice Chancellor for Finance at Bossier Parish Community College Steven Alexander, Managing Director, PFM Asset Management LLC The Current Banking Environment and Its Impact on Higher Ed Steven Alexander is a managing director in the Orlando office and is responsible for creating and co-directing PFM's investment advisory and treasury management business in the South He currently provides investment advisory services including Outsourced Chief Investment Officer multi-asset class investment management services Currently, Steven serves on the Investment Policy Certification Committee for the Association of Public Treasurers of the United States He is the vice chairman of the Stetson University Board of Trustees, and is a member of the Association of Governing Boards of Universities and Colleges Alison Begor, Director of Human Resources, Transylvania University Develop a Coaching Mindset: Increase Employee Engagement Through Enhanced Performance Management Alison Begor, SHRM-SCP, is a human resources and organizational development professional She is currently the Director of Human Resources at Transylvania University in Lexington, KY She leverages her 16 years of not-for-profit human resources and financial management experience to successfully help organizations reach and exceed their goals Prior to her position with Transylvania University, Alison was the Assistant Dean of Finance & Administration at the University of Kentucky College of Law Alison utilizes coaching in employee performance to increase engagement and productivity Alison has a Master of Science in Human Resources and Organization Development from the University of Louisville Dr Jose Bernier, AVP/CIO, Stetson University Dare To Go Digital Jose Bernier is the AVP/CIO at Stetson University Bernier holds an Ed.D., and an educational specialist degree in higher education administration from the University of Florida, a master's in management information systems from Florida International University, and a bachelor's degree in computer engineering from the University of Central Florida Before joining Stetson's ranks, Bernier served as vice president for information technology and CIO at SUNY Orange, overseeing administrative and educational technology for more than 7,000 students and 1,300 full- and part-time faculty staff He was responsible for the implementation of college-wide solutions, customer services oversight, project management and systems interoperability Page of 18 2019 Annual Meeting – Concurrent Session Speakers Biggio Boston Brigham Browning Nancy Biggio, Associate Provost for Administration, Associate Professor of Core Curriculum, Samford University Breaking the Trade-Off Between Cost and Quality Dr Nancy Biggio's chief focus is coordinating University-wide efforts for student success, including student retention programs Her key responsibilities include oversight of Samford's Career Development Center, Disability Resources, Academic Success Center, Student Records and Global Engagement Prior to joining Academic Affairs, Dr Biggio served as director of Samford's Honors Program, director of its Center for Teaching, Learning and Scholarship and director of the Samford in Mission Grant, a $2 million provision from the Lilly Endowment's Programs for the Theological Exploration of Vocation Kay Boston, Dean of Behavioral and Social Sciences, Bossier Parish Community College Service Animal or Comfort Animal? Which is Which? When Crisis Strikes: Tools to Stay Calm in the Midst of Crisis Kay Boston has 30+ years of experience in higher education both as a faculty member and as an administrator Presently, she is the Dean of Behavioral and Social Sciences at Bossier Parish Community College in Louisiana Ms Boston worked in private practice as a counselor and is still a Licensed Professional Counselor (LPC) and Licensed Marriage and Family Therapist (LMFT) Her training includes Critical Crisis Management and complex trauma, enabling her to serve as the SART liaison for Bossier Parish Community College and as part of the campus Crisis Intervention Team James Brigham, Chief Financial Officer, Jacksonville State University After the Tornado - Lessons Learned Jim Brigham, CPA, CIA, CCSA, CCA, CITP, CFF, CCEP, CFE, is the Chief Financial Officer at Jacksonville State University with responsibility for campus-wide Enterprise Risk Management Prior to JSU, he was Vice President of Internal Audit Services & Chief Compliance Officer for PETCO Animal Supplies, Inc PETCO is a three billion dollar retailer headquartered in San Diego and San Antonio Jim currently serves on the Board of Directors of the San Antonio Animal Defense League Prior to PETCO, Jim was a Senior Manager in Deloitte & Touche's Dallas ERS practice David Browning, Vice President for Administration and Finance, Barton College Small Institutions Roundtable David A Browning is the Vice President for Administration and Finance at Barton College Page of 18 2019 Annual Meeting – Concurrent Session Speakers Calvert Canan Carr Carter David Calvert, Director, PFM Asset Management LLC The Current Banking Environment and Its Impact on Higher Ed David Calvert is a Director with PFM Asset Management LLC He co-manages PFM's Treasury Consulting Practice assisting clients with the time consuming process of competitively procuring banking services and optimizing bank relationships These engagements result in his clients benefiting with significant costs savings, implementation of new and improved services, and recommendations to achieve higher levels of service from their banking partner He has worked on treasury consulting projects with clients across the country in 28 different states Mr Calvert holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute Michelle Canan, Director Institutional Research, Oklahoma State University Institute of Technology Using Data Analytics to Find Ways to Refocus the Budget Michelle Canan is the Director of Institutional Research at Oklahoma State University Institute of Technology in Okmulgee, Oklahoma She has over 25 years of experience in higher education in the offices of admissions, registrar, enrollment management, and institutional research Michelle has a BS in Economics and a second BS in Software Development and Multimedia She prepared the student and course information for the contribution margin analysis Marsha Carr, Department Chair, Educational Leadership, University of North Carolina Wilmington Self-Mentoring: The Art of Invisible Leadership Dr Marsha Carr serves as a Department Chair of Educational Leadership at UNCW During her 35 years of service in private and public education - a decade as a public school superintendent, Carr was bestowed with various awards and recognitions She is developer of three successful start-ups currently Edu-Tell, LLC, that owns the registered trademark for selfmentoring󠆷® From inception, self-mentoring is widely used throughout the US and internationally such as Boeing Highlighting her rapid business success, Carr was the recipient of the 2015 UNCW Start-Up Award and the 2016 North Carolina Coastal Entrepreneur of the Year for professional service Clinton Carter, Senior Vice President for Finance & Administration, Chief Financial Officer, University of North Carolina System Nurturing Local/State Advocacy Relationships Clinton Carter serves as the SVP for Finance & Administration and CFO at the University of North Carolina System overseeing the financial and operating areas of the System and providing guidance to the seventeen public institutions across the state Previously, Carter served as the CFO and State Finance Director of the State of Alabama under two Governors and as the CFO and Vice President at the University of North Alabama A certified public accountant in Alabama, Carter holds an MBA from the Wharton School of the University of Pennsylvania and a BBA in Finance & Accounting from the University of North Alabama Page of 18 2019 Annual Meeting – Concurrent Session Speakers Chase Clark Coley Cornwell Horace Chase, Vice President for Business and Finance, Tennessee State University HBCU and Minority-Serving Institutions Roundtable Horace Chase is the Vice President for Business and Finance at Tennessee State University Kyle Clark, Vice President for Finance and Administration, Florida State University The Secrets of Our Success: Four of the Most Efficient Universities in the US Tell All Kyle Clark has gained a national reputation for innovativeness and forward thinking ideas in the area of budgeting and resources Carrie Coley, Campus Counselor, Bossier Parish Community College Service Animal or Comfort Animal? Which is Which? When Crisis Strikes: Tools to Stay Calm in the Midst of Crisis Carrie Coley is a Licensed Professional Counselor (LPC) with the state of Louisiana who received her Master's degree in Marriage and Family Counseling from New Orleans Baptist Theological Seminary Carrie began working with clients with extensive trauma for Celebration Hope Center where she became a full-time counselor after graduation Carrie has extensive training in evidence-based models in treating anxiety, depression, trauma, and PTSD Carrie's passion is to help clients heal and to help them to understand their past does not have to define their future Carrie is married to Jeff, and they have two children, Jaxson and Addison Dr Grant H Cornwell, President, Rollins College Collaboration Through Transition - How the President, CBO and Board Roles Manage Change Grant Cornwell took office as president of Rollins College in July 2015, following eight years as president of The College of Wooster, in Wooster, Ohio Nationally recognized for his work in defining liberal learning in a global environment, Cornwell serves on the Council on Foreign Relations' Global Literacy Advisory Board He chaired the Great Lakes Colleges Association's board of directors and served as president of the North Coast Athletic Conference (Division III) He continues in his role as a member of the board of directors of the Association of American Colleges and Universities He has also served on the American Council on Education's Commission on International Initiatives and the national advisory panel for the Association of Governing Boards' project on Faculty and Institutional Governance He is a co-author of "An Education for the Twenty-First Century: Stewardship of the Global Commons," which appeared in AAC&U's Liberal Education, and has written about multiculturalism, freedom, diversity, and global citizenship Prior to his Wooster presidency, Cornwell served as vice president of the university and dean of academic affairs at St Lawrence University in Canton, New York, for five years For the previous 16 years, he was a member of St Lawrence's philosophy department He holds a bachelor's degree in philosophy and biology from St Lawrence, and master's and doctoral degrees in philosophy from the University of Chicago Page of 18 2019 Annual Meeting – Concurrent Session Speakers Currin Davies Dunagan Edelblute Fajack Friga Alica Currin, Vice President for Business and Administration, Texas A&M Commerce Comprehensive & Doctoral Roundtable Alica Currin the Vice President for Business and Administration at the University of Texas-Commerce Paul Davies, VP of Administration and Finance, Randolph-Macon College Consortia Planning Paul Davies, CPA, is the VP of Administration and Finance at RandolphMacon College He began his career in higher education at Duke University and served as the initial Chair of the Virginia Private Colleges Benefits Consortium and is serving as the initial Chair of the Virginia Private Colleges Multiple Employer plan (MEP) Alana Dunagan, Senior Research Fellow in Higher Education, Clayton Christensen Institute Disruption in Higher Education Alana Dunagan leads the Christensen Institute's higher education research and works to find solutions for a more affordable system that better serves both students and employers In this role, Alana analyzes disruptive forces changing the higher education landscape Her research includes studying business model innovations, public policies, and investment strategies that can give rise to new and sustainable postsecondary models Prior to joining the Institute, Alana spent ten years in institutional investment management working on behalf of nonprofits, particularly colleges and universities She worked as an investment consultant for Slocum, and spent five years with Macalester College managing their $700 million endowment She holds a BA in Economics and Political Science from Macalester College and an MBA from the Harvard Business School Kevin Edelblute, Assistant Vice President, Controller/Treasurer, Mississippi State University Research Roundtable Kevin Edelblute is the Assistant Vice President, Controller and Treasurer at Mississippi State University Matt Fajack, Vice President for Financial Affairs, University of Alabama The Secrets of Our Success: Four of the Most Efficient Universities in the US Tell All Matt Fajack joined the University of Alabama in 2018 and previously served as vice chancellor for finance and administration at the UNC Chapel Hill Paul Friga, Clinical Associate Professor of Strategy & Entrepreneurship - UNC CH, The University of North Carolina Chapel Hill The Secrets of Our Success: Four of the Most Efficient Universities in the US Tell All Paul Friga, a strategy professor for 16 years, obtained his Ph.D and MBA from UNC CH Previously, he was a consultant for PwC and McKinsey Page of 18 2019 Annual Meeting – Concurrent Session Speakers Garcia Gaumer Geake Gibson Goldstein Dr Russell Garcia, Director- Higher Education, Johnson Controls Innovative Funding for Institutional Growth Russell Garcia is the Director for Higher Education and State Government for Johnson Controls in North America Russell has been with Johnson Controls since 2007 In his current role, Russell is responsible for Higher Education market growth, strategy development, offerings, innovation, and leadership Russell is currently the co-chair of the Energy Services Coalition in California He has served as President of NAIOP Sacramento, a Commercial Real Estate Development Association, and as President of the non-profit organization Green Cabinet Garcia received a BA in Organizational Leadership, MBA International Business degree, and a Doctorate in Education and Leadership from Brandman University He is a LEED Accredited Professional and Performance Contracting and Funding (PCF) certified Russell has been happily married for 17 years and has sons ages and 13 His hobbies include traveling, reading, hiking, snowboarding, movies, sports coaching, politics, education, technology, and fishing He is based in Sacramento, CA Rick Gaumer, CFO, Emory & Henry College Dare To Go Digital Mr Gaumer has enjoyed a unique career with over 25 years’ experience in a variety of private sector financial leadership positions and over 35 years of part-time and full-time teaching experience in higher education From 2014 2018 he served as Vice President Business and Finance (CFO) at Emory & Henry College (EHC) in Virginia Today he acts in a strategic financial support capacity for several small institutions, including Lakeland University (WI) and Lyon College (AR) Tracy Geake, Divisional Budget Coordinator, University of North Florida Comprehensive & Doctoral Roundtable Tracy Geake is the Divisional Budget Coordinator for the Office of the Vice President for Administration and Finance at the University of North Florida Clayton Gibson, Vice President for Business & Finance, Alabama A&M University Comprehensive & Doctoral Roundtable Clayton Gibson is the Vice President for Business & Finance at Alabama A&M University Larry Goldstein, President, Campus Strategies, LLC Strategic Resource Allocation Larry Goldstein is the president of Campus Strategies, LLC, a management consulting firm providing services to colleges and universities as well as organizations serving higher education He writes and speaks frequently on various subjects related to higher education finance and management His most recent book, A Guide to College and University Budgeting: Foundations for Institutional Effectiveness, fifth edition, is being published by NACUBO in Spring 2019 Page of 18 2019 Annual Meeting – Concurrent Session Speakers Hagerty Hamill Hoel Hudgens Matt Hagerty, Director, EAB Breaking the Trade-Off Between Cost and Quality Matt Hagerty is a dedicated consultant with Academic Performance Solutions (APS) He works closely with members to ensure that analyses and insights shared through APS bring a data-informed approach to institutional strategy Much of his time is spent thinking about faculty line requests and program review processes Prior to joining EAB, Matt worked in several different areas of higher education, including enrollment management, residential life, and student life Matthew Hamill, Senior Vice President, Advocacy, Research and Communications, National Association of College and University Business Officers Washington Update Since 2003, Matthew Hamill has been responsible for the association's government and public relations activities, as well as its research initiatives and communications strategies Prior to joining NACUBO, he worked on higher education policy at several other Washington organizations and served on the staff of two members of the House of Representatives He graduated from Amherst College in Massachusetts Jennifer Hoel, Director of Facilities IS, Medical University of South Carolina Never Underestimate the Power of a Pie Chart Jennifer Hoel is the Director of Facilities Information Systems at the MUSC, one the the nation's top academic health science centers She is responsible for the implementation, upkeep, and growth of the MUSC integrated work management system, striving to improve business operations, maintenance service, and construction management through the innovative and effective use of technology With a goal of continuous process improvement in mind, she and her team work with management and front line workers alike to ensure that the systems, devices, and data support the mission of excellence in maintaining and improving the academic, business, clinical, and laboratory facilities Sandra Hudgens, Director Accounting Services, Oklahoma State University Institute of Technology Using Data Analytics to Find Ways to Refocus the Budget Sandra Hudgens is the Director of Accounting Services at Oklahoma State University Institute of Technology in Okmulgee, Oklahoma She has worked in higher education for a long time in positions including Accountant, Bursar, and Controller and prepared the financial statements before and after the transition to GASB 34 Sandra has a BBA in Accounting from the University of Central Arkansas, a CPA certification, and an MS in Financial Analysis Page of 18 2019 Annual Meeting – Concurrent Session Speakers Hulin Hundrieser Johnston Alicia Hulin, Executive Director of Strategic Engagement, South Louisiana Community College Brand Identity Alicia Hulin is the Executive Director for Strategic Engagement for South Louisiana Community College who has been a champion for change to move the institution towards everyday excellence After twelve years with South Louisiana Community College, Alicia knows that to achieve excellence you must begin to hardwire standards in the organization It's how well you build those standards into the foundation of what you and communicate them back to your audience that makes the difference Alicia holds an MBA and a BS in Management from UL Lafayette In addition, she is currently pursuing her Master's Degree in Accounting Jim Hundrieser, Managing Director, Association of Governing Boards Linking Trends with Revenue Growth Dr Jim Hundrieser is the Managing Director of AGB Business Strategies Consulting Over his 30-year career in higher education, Jim has served in a variety of roles from an institutional vice president, to consultant, to faculty member, to residence hall director Prior to joining AGB Institutional Strategies, Jim led the reengineering efforts of Plymouth State University's undergraduate admissions department, which resulted in two straight years of record first-year enrollment with more college ready students As vice president of student development at Lynn University, he led an effort that increased first to second-year retention rates by percent in two years Dr Susan Whealler Johnston, President & CEO, National Association of College and University Business Officers Collaboration Through Transition - How the President, CBO and Board Roles Manage Change Dr Susan Whealler Johnston has over 30 years of service in higher education as a faculty member, campus administrator, and national higher education association leader In 2018, she was named president and CEO of the National Association of College and University Business Officers (NACUBO) Prior to joining NACUBO, she served as executive vice president and chief operating officer of the Association of Governing Boards of Universities and Colleges (AGB) Prior to joining AGB, she was professor of English and Dean of Academic Development at Rockford University She also served as dean of Regent's College, Rockford's campus in London Susan serves on the boards of Rollins College and Radford University, and she is immediate past chair of the board of the Southern Education Foundation She is also a member of the academic affairs committee of the board of Rockford University She is a member of the advisory committees of the National Institute on Learning Outcomes Assessment and the National Survey of Student Engagement Susan earned her Ph.D and M.A from Purdue University in English and her B.A summa cum laude in English from Rollins College She has an honorary doctorate from Rockford University Page of 18 2019 Annual Meeting – Concurrent Session Speakers Juby Kania Keeler Michael Juby, Managing Director, First Tryon Advisors P3 Housing Transaction: Aligning Interests & Reducing Risk in an Evolving Market Michael Juby is a Managing Director at First Tryon Advisors, where he leads the firm's higher education and nonprofit practice For more than 13 years, Michael has advised tax-exempt borrowers throughout the Southeast in a wide range of financings Before joining First Tryon Advisors, he was a partner in Parker Poe Adams & Bernstein LLP's public finance practice group, where he advised universities, nonprofits, local governments, and financial institutions in a wide variety of corporate and public finance transactions Michael has also advised clients in connection with public private partnerships and other innovative financing structures, serving as financial advisor, bond counsel and developer's counsel in purchase, lease, and concession arrangements Michael graduated from NC State University, where he was a member of the first class of Park Scholars, and the School of Law at UNC Chapel Hill Ed Kania, Vice President of Business and Finance & Treasurer, Rollins College Collaboration Through Transition - How the President, CBO and Board Roles Manage Change Ed Kania, CPA, accepted the position of Vice President of Business and Finance & Treasurer at Rollins College, in June 2018, after serving as the Vice President for Finance and Administration at Davidson College, Davidson, NC, since 2010 Kania was Controller and Director of Business Services at Davidson from 1990 until 2010, as well as President of the Davidson College Development Corporation from 1997-2008 Prior to Davidson, Kania worked for the audit practice of Coopers & Lybrand for years and was controller of an international architectural firm Ed continues service as a presenter, teacher and mentor though NACUBO and other professional organizations He is a past member of the Small Institutions Councils for NACUBO, SACUBO and EACUBO Kania's recent community service includes serving as vice chair of the board of the Pines at Davidson, an independent, not-for-profit, continuing care retirement community located in Davidson, North Carolina, and as a board member of the Private College 529 plan, the Davidson Community Players, and Educational & Institutional Insurance Administrators, Inc Kania is originally from Philadelphia and received his B.S in Accounting from Saint Joseph's University Anne Keeler, VP for Finance and Tresurer, Bridgewater College Consortia Planning Anne B Keeler, CPA, is the VP for Finance and Treasurer at Bridgewater College She began her career at First Union Bank of Harrisonburg She was a previous Chair of the Virginia Private Colleges Benefits Consortium and is serving as the initial Treasurer for the Virginia Private Colleges Multiple Employer plan (MEP) Page of 18 2019 Annual Meeting – Concurrent Session Speakers Kunselman Lackey Lamy Julie Kunselman, Coach and Leader of Research and Development, Huron/ Studer Education Brand Identity Julie Kunselman is a Coach and Leader of Research and Development at Studer Education An educator for over 25 years, Julie began her career as a high school math teacher through Teach For America before becoming a university professor and administrator At the University of West Florida, Julie served as an associate professor and associate dean; in 2007, she returned home to Northern Kentucky University serving as a professor and department chair Julie earned an MPA and PhD from the University of Louisville She has published 25 articles in areas of leadership, policy, and pedagogy, and coauthored books Miles Lackey, Vice Chancellor for Business Affairs, UNC Wilmington P3 Housing Transaction: Aligning Interests & Reducing Risk in an Evolving Market Miles Lackey has served as the Vice Chancellor for Business Affairs at the University of North Carolina at Wilmington since April 2018 Prior to that role, Miles served as Chief of Staff at Auburn University and as Chief Financial Officer and Chief of Staff at Iowa State University, where he managed a $1.5 billion budget and was directly involved in the planning, approval and financing processes for more than $300 million in capital projects Miles previously directed the Office of Federal Affairs at UNC Chapel Hill, where he served as the chief federal policy advisor to the chancellor, Board of Trustees and campus research teams Miles has also served as the director for federal relations for the UNC System, where he developed and managed connections between the System, its 17-member institutions, federal agencies, and North Carolina's Congressional delegation Miles holds an M.B.A from UNC Chapel Hill, a master's degree in public administration from George Mason University, and a bachelor's degree in political science from Lenoir-Rhyne University Chloe D Lamy, Assistant Director of Finance and Administration, Louisiana State University - Auxiliary Services Contract Management: Creating a Low Cost Solution to Audit Operational and Financial Contract Compliance Chloe David Lamy holds her undergraduate and master's degree from Louisiana State University She has been a part of the Auxiliary Services team for a little over four years now Chloe began her career in 2014 as a Procurement Manager for the department and worked her way into her current position of Assistant Director of Finance and Administration in May 2016 overseeing contract and procurement functions for the department During this time she worked to obtain her master degree in Public Administration and graduated in 2016 Page 10 of 18 2019 Annual Meeting – Concurrent Session Speakers Lock Menditto Milligan Pankratz Ponda James F Lock, III, Executive Director, J P Morgan Chase Bank, NA Making Change Count: How to Make the Most of your ERP Implementation James Lock leads the Healthcare, Higher Education, and Not-For-Profit Industry Solutions team as part of Commercial Banking's Middle Market Banking and Specialized Industries business James has 28 years of treasury and retail banking experience across the Higher Education, Government, and consumer banking sectors For the majority of his career, James has served in relationship management and business development roles Prior to joining J.P Morgan in 2000, James began his banking career at Bank of America in 1990 Sue Menditto , Senior Director, Accounting Policy, National Association of College and University Business Officers Keeping Up With The GASB Telling Your Story Through Functional Expenses Susan (Sue) Menditto joined the National Association of College and University Business Officers (NACUBO) in 2002 Ms Menditto manages NACUBO's accounting, financial reporting, and financial viability areas on behalf of higher education institutions Ms Menditto is charged with fulfilling higher education advocacy needs with the FASB, GASB, AICPA, and Department of Education and has served on the Governmental Accounting Standards Advisory Council, where she represented the interests of public colleges and universities Ms Menditto has degrees in psychology and accounting and is a certified public accountant Prior to joining NACUBO she began her career in public accounting, was the CFO and Controller of a nonprofit organization, and as a vice president with Bank of America had progressively responsible positions in accounting policy and organizational change management Matt Milligan, Academic Director, Institute of Conflict Management, Lipscomb University Letting Others Have Your Way: The Art of Negotiating with Difficult People Matt Milligan is the Academic Director for the Institute of Conflict Management at Lipscomb University, specializing in negotiation A former trial attorney and elected official, Mr Milligan has spent his career negotiating favorable outcomes with difficult colleagues When outside the classroom, Mr Milligan is a jiu jitsu competitor and will compete for the world championship this summer in Las Vegas Terry Pankratz, Vice President for Budget and Finance, University of Texas at Dallas The Secrets of Our Success: Four of the Most Efficient Universities in the US Tell All Terry Pankratz, at Texas Dallas for years, is a university administrator with more than 25 years of experience in higher education financial leadership Ankur Ponda, Director, Member Engagement, National Association of College and University Business Officers New to Higher Ed Breakfast Ankur Ponda is the Director of Member Engagement at NACUBO Page 11 of 18 2019 Annual Meeting – Concurrent Session Speakers Porter Powell Recchia Roberts Phil Porter, Director of ERM and Foundation Relations, University of Virginia If One is Good, Twenty-Six Must Be Great! Foundation Relations at the University of Virginia Phil Porter is a graduate of the University of Virginia's McIntire School of Commerce He spent 17 years living and working overseas leading relief and development efforts in over a dozen countries He also worked for several years as a consultant in the U.S with Accenture and BDA & Associates In 2015, Phil returned to UVa to take his current role in the Office of the Treasurer directing interactions with UVA's 26 related foundations and supporting the University's ERM program Brett Powell, Vice President for Finance & Administration, Henderson State University Campus Benchmarking Tool Outsourcing Assessment Strategies Brett Powell has served Henderson State University as its Vice President for Finance & Administration After beginning his career in public accounting, he has been in higher education over 20 years Karen Recchia, Vice Chancellor for Student Services, Bossier Parish Community College Service Animal or Comfort Animal? Which is Which? When Crisis Strikes: Tools to Stay Calm in the Midst of Crisis Karen Recchia is Vice Chancellor for Student Services at Bossier Parish Community College She is an alumni of Louisiana State University and holds a Master's degree in Education This is Karen's 35th year in education, with 24 of these years in higher education Her areas of supervision are Admissions, Financial Aid, Recruiting, Academic Advising, Career Services, Student Life, Athletics, Campus Police, Counseling, and Disability Services Karen is married to David Recchia, a law enforcement officer, and she has three children and four grandchildren Brandi Roberts, Director of Finance and Administration, Louisiana State University - Auxiliary Services Contract Management: Creating a Low Cost Solution to Audit Operational and Financial Contract Compliance Brandi Roberts is a Certified Public Accountant who received her undergraduate and graduate degrees in Accounting from Louisiana State University (LSU) She obtained her PhD in Higher Education Administration from LSU in 2015 She is currently Director of Finance and Administration in Auxiliary Services and has been a part of the LSU team for thirteen years Brandi began her career in public accounting at KPMG and also taught accounting a Southeastern Louisiana University before her tenure at LSU Page 12 of 18 2019 Annual Meeting – Concurrent Session Speakers Roberts Robinson Russell Shea Teresa Roberts, Director of Payroll Shared Services, Kentucky Community Technical College System Implementing Payroll Shared Services Teresa Roberts has over 25 years of experience in payroll She worked in the manufacturing industry as a Payroll Supervisor and Senior Financial Analyst for several years She currently serves as the Director of Payroll Shared Services for KCTCS Teresa holds an Associate degree with Bluegrass Community and Technical College and currently attends Murray State University She has held the Certified Payroll Professional certification with the American Payroll Association since 2010 Kevin Robinson, Associate Vice President, Audit, Compliance & Privacy, Auburn University Fraud Findings: An Update on Schemes Affecting Higher Education Trends in Ethical Issues Affecting Higher Education Kevin Robinson is the Associate Vice President for Audit, Compliance and Privacy and a member of the graduate faculty at Auburn University's Harbert College of Business He is a frequent speaker on the topics of fraud, risk, and leadership Kevin is also the primary author of "Case in Point: Lessons for the Proactive Manager" a popular monthly newsletter dealing with risk in higher education He is also a past president of ACUA Jennifer Russell, Director, Campus Relations, Barnes & Noble College Affordability is Fundamental Achievement is Your Purpose With over 20 years of service with Barnes & Noble Colleg󠆷e, Jennifer Russell’s extensive experience managing campus stores, administration relationships, and bookstore managers at 22 stores has given her a deep understanding of the issues and challenges facing colleges and universities, today — including the changing learning materials landscape She was recently promoted to Director, Campus Relations for the southeast territory Jennifer resides in central Florida Bob Shea, Associate Vice President for Business, Finance and Technology, Elon University Succession Planning Bob Shea joined Elon University on March 1, 2017 Prior to Elon, he was NACUBO's senior fellow for finance and campus management, where he led the Higher Education Economic Models Project and the Endowment and Debt Management Forum He spoke extensively across the nation on the sustainability of economic models in higher education Prior to NACUBO, he was the Vice President for Business Affairs (CFO) at the Community College of Rhode Island Prior to his second career in higher education, Shea had a career in the US Navy culminating his service on the faculty at the US Naval War College Page 13 of 18 2019 Annual Meeting – Concurrent Session Speakers Shenoy Shomaker Slinkard Socha Stark Rajiv Shenoy, Chief Technology Officer, Apogee Dare To Go Digital Rajiv Shenoy joined Apogee in 2016 and is responsible for sharing Apogee's vision and helping to solve higher education's technology and video challenges while advancing our services to improve the student experience Prior to joining Apogee, Rajiv was the Founder and CEO of OrcaTV, a digital media company that drives student success and student engagement through a curated channel of university created videos and social media After years of growth, Apogee acquired OrcaTV in 2016 and operates the business within our Video Division Rajiv graduated with BS in Mechanical Engineering and an MS in Environmental Engineering Planning & Management Kelli Shomaker, Vice President for Business and Finance/CFO, Auburn University The Secrets of Our Success: Four of the Most Efficient Universities in the US Tell All Kelli Shomaker has over 20 years of experience in Higher Education, both as a faculty member and as an administrator Susan Slinkard, Director of Cash Management/Compliance, University of Arkansas The Current Banking Environment and Its Impact on Higher Ed Susan Slinkard currently serves as Director of Cash Management and Compliance for the University of Arkansas, where she is primarily responsible for managing the University's cash and treasury operations, including liquidity, operating funds investments, and relevant accounting interfaces, as well as oversight for debt issuance, management and postissuance compliance She is actively involved in all aspects of treasury vendor selection and relationship management Susan's team is responsible for tracking, monitoring, and/or recording all financial institution activity She also oversees Tax Compliance and reporting Previously, she was an Assistant Vice President for BancorpSouth for over a decade Matthew Socha, Partner, Cherry Bekaert LLP FASB A&A Update for Private Institutions Matthew Socha is an audit partner and leader of Cherry Bekaert's Education Industry Group He's a frequent speaker on emerging accounting and audit issues that impact the education and not-for-profit sector A Wisconsin native turned southerner, he lives in Charlotte, NC with his wife Erin and their four children Brian Stark, Vice President, Stores, Barnes & Noble College Affordability is Fundamental Achievement is Your Purpose As Vice President, Stores, Brian Stark has more than 23 years of experience with Barnes & Noble College, the national bookstore management company, managing college and university accounts in an eight-state region in the Southeast In addition to managing school accounts, he oversees an experienced team of Regional and Store Managers, with an emphasis on reinforcing󠆷 the company’s commitment to advancing󠆷 institutional partners’ academic missions Brian resides in Orlando, Florida Page 14 of 18 2019 Annual Meeting – Concurrent Session Speakers Steinberg Strickland Swanson Sweet Hersh Steinberg, Managing Director, EAB Breaking the Trade-Off Between Cost and Quality Hersh Steinberg is the Managing Director of Member Services of EAB's Academic Performance Solutions Mr Steinberg's role is to assist academic and business leaders focus on improving Operational Performance and Course Planning through the use of EAB's analytics, benchmarks, and best practices Across his tenure at EAB and the Advisory Board, Hersh has been tasked with the strategy and launch of new product offerings and relationship management with institutions and systems across the United States Kristine Strickland, Chancellor, Fletcher Technical Community College Hope Amidst the Budget Cut Blues Kristine Strickland currently serves as Chancellor of Fletcher Technical Community College Prior to her role as Chancellor, Dr Strickland served as an Executive Dean with Delgado Community College and as Vice President of Student Services and Student Financial Assistance with the Louisiana Community and Technical College System In addition to her current responsibilities, Dr Strickland serves in leadership roles within her community and profession She has served for several years in a Chair capacity with the SACS' Commission on Colleges, and currently serves on the boards of the Houma-Terrebonne Chamber of Commerce and the Boy Scouts of Southeast Louisiana Matt Swanson, Vice Chancellor for Administration and Finance, Fletcher Technical Community College Hope Amidst the Budget Cut Blues Sustainable Success through Succession Planning Matt Swanson serves as Vice Chancellor for Administration and Finance at Fletcher Technical Community College He previously served with the University of South Florida and State College of Florida, Manatee-Sarasota Matt is responsible for providing strategic business leadership in support of Fletcher's mission and long-term sustainability, as well the success of Fletcher's stakeholders He holds a Doctor of Business Administration as well as an MBA Dr Swanson enjoys supporting his community and has served as a local political appointee on several local boards and commissions Originally from Chesapeake Beach, Maryland, Matt currently resides in New Orleans, Louisiana Don Sweet, Associate Vice Chancellor, Chief Information Officer, East Carolina University GDPR - EU Privacy Law, Security & Data Don Sweet is the Chief Information Officer for East Carolina University (ECU) and has been at ECU for the past 20 years He led the university in the successful implementation of the Banner ERP system (and under budget!) from 2003 to 2007 Jim was highly instrumental in developing a master agreement and subsequent activities in the merger and implementation of the ECU Brody School of Medicine patient record system with the local Vidant Medical Center Page 15 of 18 2019 Annual Meeting – Concurrent Session Speakers Tegen Terhune Thompson Ursillo Charles Tegen, Associate VP for Enterprise Risk Management, Clemson University Keeping Up With The GASB Telling Your Story Through Functional Expenses Charles Tegen currently serves Clemson University as Associate Vice President, Enterprise Risk Management for Finance He has served at Clemson over 30 years in financial management responsibilities Charles is a frequent speaker at regional and national conferences He has served NACUBO and SACUBO as Chair of the Board of Directors He has been recognized nationally and regionally for his leadership and contributions to higher education accounting and reporting Richard Terhune, Director, Facilities Finance, Medical University of South Carolina Never Underestimate the Power of a Pie Chart Rick Terhune, CPA, is the Director of Facilities Finance and has been with MUSC for 23 years His areas of responsibility include budgeting, accounting, billing, accounts payable, IT, procurement, material management and contract maintenance services He has responsibility for budgets totaling over $100m annually Rick is a 1975 graduate of the College of Charleston with a BS Degree in Business Administration, Economics and Accounting and is a Certified Public Accountant He has been an Adjunct Professor of Accounting and Taxation at both the College of Charleston and Trident Technical Institute David Thompson, Director of Capital Planning and Facilities, Jacksonville State University After the Tornado - Lessons Learned David Thompson, MBA, is Director of Capital Planning and Facilities Capital Planning and Facilities provides facilities services to the Jacksonville State University community and its 53 buildings occupying 318 acres We have dedicated ourselves to maintaining a manicured campus, comfortable facilities for all, and a high level of cleanliness in all buildings and the grounds Steve Ursillo, Partner, Cherry Bekaert LLP Latest Threats in the Cyber Security Landscape & Risk Management Strategies for Higher Education Steve Ursillo serves as Cherry Bekaert's National Leader for the Information Assurance & Cybersecurity practice He specializes in risk management, internal control over financial reporting, information system security, privacy, cyber fraud prevention and detection, security and privacy governance, and IT assurance services With more than 20 years of experience, Steve provides a variety of IT audit and security services for his clients across multiple industries Page 16 of 18 2019 Annual Meeting – Concurrent Session Speakers Verghese White Whitmore Whittington David Verghese, Treasurer, Sam Houston State University Efficiently Managing University Financial Assets: An Overview of Design, Implementation, and Results Dave Verghese is the Treasurer at Sam Houston State University (SHSU) in Huntsville, TX He is responsible for overseeing all banking and investment relationships on behalf of the university He sits on the university's investment committee, which has oversight of all endowment assets and long-term portfolios He has been in his current role since May 2014 Randy White, Vice President of Administration/Chief Financial Officer, Northwest Florida State College Innovative Funding for Institutional Growth Randy White serves as the Vice President of Business Operations and Finance at Northwest Florida State College, a position he has held since 2014 White is responsible for college financial affairs, administrative services and safety Before stepping into his role at NWF State College, White served as a Colonel in the United States Air Force Joe Whitmore, Vice President for Finance and Administration, Snead State Community College Affordability is Fundamental Achievement is Your Purpose After a career in banking, Joe Whitmore served as Associate Vice President of Business and Auxiliaries at Jacksonville State University for 20 years He currently serves as Vice President for Finance and Administration and Chief Financial Officer at Snead State Community Colleg󠆷e Joe earned a bachelor’s degree in Finance and an MBA from Jacksonville State University He is also a graduate of the College Business Management Institute at the University of Kentucky and is a Certified College Auxiliary Service Professional (CASP) Gerald Whittington, Senior Vice President for Business, Finance and Technology, Elon University Succession Planning Gerald Whittington has been the Senior Vice President for Business, Finance and Technology at Elon University since January, 1992 He was also the Vice President for Business and Finance at Agnes Scott College and has served in the administration at the University of Virginia, Duke University and the University of North Carolina at Chapel Hill In 2018, Mr Whittington was named the national Distinguished Business Officer by the National Association of College and University Business Officers (NACUBO) This is the highest and most prestigious award and honor offered by NACUBO Page 17 of 18 2019 Annual Meeting – Concurrent Session Speakers Williams Wood Woody A Hope Williams, President, North Carolina Independent Colleges & Universities Nurturing Local/State Advocacy Relationships Dr Hope Williams has served as President of NCICU since 1992, working closely with the State of North Carolina and the federal government on behalf of North Carolina's 36 independent colleges and universities Her leadership includes advocating on public policy issues, providing research and information, raising corporate and foundation funds, and administering collaborative and student enrichment programs Dr Williams received an AB deg󠆷ree from Duke University, a master’s deg󠆷ree from NCSU and a PhD from UNC-Chapel Hill Laurel Wood, Business Continuity Coordinator, University of Kentucky Getting Back to Normal: A Case Study in Business Continuity Laurel Wood is University of Kentucky's Business Continuity Coordinator She began serving in this role in 2011 under UK Police Department's Division of Crisis Management & Preparedness She oversees business continuity planning, disaster recovery, hazard mitigation, and UK's Campus Community Emergency Response Team (C-CERT) Originally from Morehead, KY, Laurel is a graduate of Morehead State University with a bachelor's degree in Government and Public Relations She also received her master's degree from UK's Martin School of Public Policy & Administration As a mother of two young children, Laurel has extensive experience in cleaning up disasters and hazardous materials Clay Woody, Associate Vice President for Enrollment Services, Furman University Making Change Count: How to Make the Most of your ERP Implementation Clay Woody spent more than 15 years in industry with specialized experienced in finance and compliance before transitioning to higher education business operations at Furman While at Furman, he has served in leadership roles supervising payroll, travel, purchasing and accounts payable, and was assigned as the full-time functional project manager for the university's implementation of Workday He was recently named Associate Vice President for Enrollment Services and will be leading the implementation of Workday Student Page 18 of 18 ... Effectiveness, fifth edition, is being published by NACUBO in Spring 2019 Page of 18 2019 Annual Meeting – Concurrent Session Speakers Hagerty Hamill Hoel Hudgens Matt Hagerty, Director, EAB Breaking... Vice President for Administration and Finance at Barton College Page of 18 2019 Annual Meeting – Concurrent Session Speakers Calvert Canan Carr Carter David Calvert, Director, PFM Asset Management... BBA in Finance & Accounting from the University of North Alabama Page of 18 2019 Annual Meeting – Concurrent Session Speakers Chase Clark Coley Cornwell Horace Chase, Vice President for Business