Loyola University Maryland

2016 AJCU Finance Officers Conference

Schedule

image divider

Detailed Schedule

Close

Bill Hall

Having spent the last 40 years studying the intersection of higher education and the economy, Bill Hall is a pioneer in the application of pricing theory to higher education. He holds a B.A. from St. John’s University (MN) and a Ph.D. from the University of Minnesota, where he first began looking at issues of cost and access. He advised the State of Minnesota on state support for both public and private higher education as research director of the state’s higher education agency. In the 1980’s he led the redesign of Minnesota’s state grant program through a concept of “Shared Responsibility” that is still largely in place today. In the 1990’s Bill served as policy advisor to the Lilly Endowment in Indianapolis for its $50 million public-private partnership administered through the State Student Assistance Commission of Indiana. Early consulting work also involved state agencies in Colorado and Tennessee.

Since 1986, Bill has served as founder and President of Applied Policy Research, Inc., a consulting firm that works primarily with private higher education institutions on policies affecting strategic pricing, net revenue and enrollment. His consulting has provided opportunities to test his pricing theory in the real world of college admissions. With a nation-wide clientele, Bill shares his knowledge of new developments and trends with APR clients, as well as organizations like the New American Colleges and Universities (NAC&U) and NACUBO.

Close

Bob Shea, Senior Fellow, Finance and Campus Management, NACUBO

Bob Shea joined NACUBO as senior fellow, finance and campus management in February 2013, where he leads the Higher Education Economic Models Project and the Endowment and Debt Management Forum. Prior to joining NACUBO, he was the Vice President for Business Affairs (CFO) at the Community College of Rhode Island (CCRI), a four campus, 18,000 student, 1,200 employee, and $145 million dollar public institution. Concurrently, Shea advised the Rhode Island commissioner of higher education on strategic and financial issues for CCRI, Rhode Island College and the University of Rhode Island, a combined $900 million educational entity.

A retired Navy captain, Shea served for twenty five years as an aviator and financial management executive culminating his naval career with three years on the faculty at the Naval War College teaching leadership and resource allocation. He holds a Masters of Business Administration from the College of William and Mary and a Master of Arts in Strategic Studies from the Naval War College. A community leader, Shea currently serves on the board of Year Up, National Capital Region, a national nonprofit committed to erasing the opportunity divide for urban youth. As a parent, he understands the challenges of financing a higher education, its value and the questions concerning its sustainability.

Close

Brad Griesbach

Brad Griesbach is a Senior Research Analyst at Applied Policy Research, Inc. in Minneapolis, MN. Using his Bachelor of Science degree in Psychology from the University of Wisconsin – Stevens Point and his Master of Science degree in Applied Psychology from the University of Wisconsin – Stout, Brad has 12 years of experience conducting policy research and consulting with private colleges and universities across the country. Brad is a senior leader of the research analyst team at APR. He works directly with client colleges to develop pricing strategies aimed at attracting and retaining students while optimizing net tuition revenue.

APR developed a tracking study of net tuition revenue 12 years ago for NAC&U, the results of which have been reported each year to association members. Brad has been the project manager of this study since the beginning. Periodically results of this study have been presented in case study formats at NACUBO annual meetings.

Close

Dominic L. Daher

As Director of Internal Audit and Tax Compliance at the University of San Francisco, Dominic L. Daher reports to the University President and Audit Committee of the Board of Trustees, and he is responsible for oversight of all internal audit and tax matters at the University. Mr. Daher also serves as an Adjunct Professor of Law in the University’s Law School where he teaches Federal Income Taxation, Nonprofit Taxation, Accounting for Lawyers, Law Practice Management, and Tax Policy. Mr. Daher previously served as an adjunct member of the faculty in the University’s School of Business where he taught Federal Taxation, Advanced Federal Taxation, Advanced Business Law, Contemporary Business Issues, Principles of Financial Accounting, and Tax Planning Strategies, and in 2005, he garnered the Outstanding Faculty of the Year Award. In 2015, Mr. Daher was awarded the National Association of College and University Business Officers’ (NACUBO) Tax Award.

Mr. Daher is a member of the NACUBO Tax Council, and he regularly presents at the NACUBO Tax Forum and UBIT Conference. Mr. Daher serves on the editorial advisory boards for some of the leading tax and accounting publications in the country, including: Taxation of Exempts (WG&L), The Exempt Organization Tax Review (Tax Analysts), Corporate Business Taxation Monthly (CCH), Internal Auditor (Institute of Internal Auditors), and Internal Auditing (WG&L). Additionally, Mr. Daher serves as a member of the Financial Accounting Standards Board’s (FASB) Not-for-Profit Resource Group.
Mr. Daher is the author (or co-author) of over 50 published books and articles which deal with various aspects of federal tax law and accounting issues, and his work has been cited in reports to the United States Congress, various law review articles, Federal Courts of Appeals decisions, Forbes, Al Jazeera America, and other media outlets. Among his many other accolades, Mr. Daher is the co-author of a leading treatise on federal tax law, The Hornbook on the Law of Federal Income Taxation (Thomson West 2008 with a new edition to be published in 2016), Accounting for Not-For-Profit Organizations (BNA 2006), Accounting for Mergers and Acquisitions of Not-For-Profit Organizations (BNA 2009, revised 2012), Interest Expense Deductions (BNA 2007, revised 2012), Accounting for Business Combinations (WG&L 2008-2015); A Practical Guide to Corporate Taxation (CCH 2012), and Accounting for Property Plant and Equipment (BNA 2016).

Mr. Daher holds a Master of Laws in Taxation (LLM) from New York University School of Law (where he served as the Graduate Editor of the Environmental Law Review); a Juris Doctor (JD) from Washington University School of Law (where he was the Judge Myron D. Mills Scholar); and both Master (MAcc) and Bachelor (BS) of Accountancy degrees from the University of Missouri-Columbia (where he was a merit scholar and graduated with honors).

Close

Donna Davis

Donna Davis is General Counsel at the University of San Francisco where she oversees and manages the legal affairs for the University, as well as labor relations and human resources. She is the former Interim Title IX coordinator and has oversight responsibility for NCAA compliance. Donna has been an active member of the National Association of College and University Attorneys since 1995.

Close

Gwen Spencer

Gwen Spencer is a Partner of PwC’s National Exempt Organizations Tax Service practice whose leadership is central to the on-going success of her clients throughout the Northeast and the West Coast. Known for her passion and deep knowledge of not-for-profit business issues, Gwen enthusiastically leads her nationally focused team. Whether it is IRS controversies, business transactions, intermediate sanctions, or just general compliance matters, Gwen is committed to making the most out of every opportunity and inspires her team to deliver excellence.

As an industry expert, Gwen enjoys sharing her expertise on the national stage as a respected presenter and author. Gwen’s style is described as skillful in presenting complex technical matters in a clear and understandable way to her audiences. She regularly presents at industry conferences including those hosted by the HFMA, ABA, NACUBO, and EACUBO on current issues impacting the industry. She has served as an Adjunct Professor at Northeastern University in the Masters in Taxation Program. Her articles and published works have been featured in The Journal of Accountancy and The Financial and Accounting Guide for Not-for-Profit Organization published by John Wiley & Sons.

Close

John D. Walda
President, National Association of College and University Business Officers Washington, D.C.

John D. Walda is the President and EO of the National Association of College and University Business Officers (NACUBO) in Washington, D.C., where he has served since 2006. He served as president of the Indiana University Board of Trustees, as chair of the Indiana Lottery Commission, as a director and chair of the Association of Governing Boards, and as chair of the Board of Clarian Health Partners (now Indiana University Health). He is a member and past-chair of the Steering Committee for the Washington Higher Education Secretariat, a past Director for the American Council on Education, a director of the Indiana University Foundation and a trustee for Carroll College. Before coming to NACUBO, Walda was a partner in the law firm Bose McKinney & Evans in Indianapolis and was Senior Vice President – Federal Relations for Bose Treacy Associates LLC. Walda has been a member of the America, Montana and Indiana State Bar Associations; American Inns of Court (Master of the Bench); American College of Trial Lawyers (fellow); NCAA Presidential Task Force on the Future Division I Intercollegiate Athletics; AAU Council on Federal Relations; and NASULGC Council on Government Relations. He is on the Board of Directors for the Yellowstone Park Foundation. Walda received both his BA (1972) and JD (1975) from Indiana University. He was elected to the Board of Trustees in May 2011.

Close

Michael Bourque, Vice President for Information Technology and Chief Information Officer, Boston College

Michael Bourque has over thirty years of experience in the field of information technology. He was named Vice President for Information Technology and Chief Information Officer at Boston College in January, 2010. In that capacity, he oversees the planning and operations of information technology across the University. This includes strategic planning, customer service, project management, network and systems infrastructure, applications and systems architecture.

Prior to joining Boston College in 2003, he was Vice President, Business Systems at Parametric Technology (PTC), a $1B product development and mechanical software provider and he spent fifteen years at Raytheon, a global aerospace leader, in positions of increasing responsibility. Mr. Bourque has taught project management in the Carroll School of Management at Boston College. He also previously taught courses in mathematics and information systems for Fitchburg State University. He holds a master’s degree in engineering management and a bachelor’s degree in electrical engineering. He is currently Vice President of the Association of Jesuit Colleges and Universities (AJCU) Conference on Information Technology Management.

Close

Michael J. Lochhead, Executive Vice President, Boston College

As Executive Vice President, Michael Lochhead oversees Boston College’s Facilities Management, Finance and Treasury, Human Resources, Information Technology and Student Affairs divisions, and the offices of Institutional Research, Planning and Assessment, and Space Planning. He also directs the University’s strategic and campus planning efforts, as well as its administrative program review and ongoing planning and assessment initiatives.

Prior to joining Boston College in 2014, he served for 10 years as vice president for administration and finance and treasurer of the College of the Holy Cross, and for three years as assistant vice president for business and finance at the University of San Francisco. He also served in the Higher Education Consulting Practice at Arthur Andersen LLP, where he worked with university leaders to assess business processes and develop strategic financial initiatives. Mike Lochhead received his MBA and bachelor’s degree from Boston College’s Carroll School of Management. He also served as sergeant in the Military Intelligence Corps of the US Army prior to enrolling as an undergraduate at Boston College.

Close

Rev. Brian F. Linnane

The Rev. Brian F. Linnane, S.J., president of Loyola University Maryland, brings a wealth of experience as an educator deeply immersed in the Jesuit traditions of academic excellence and the promotion of faith and justice. A native of Massachusetts, he formerly served at a sister Jesuit institution, the College of the Holy Cross in Worcester, MA, as assistant dean and associate professor of Religious Studies.

Born August, 25, 1955, Fr. Linnane entered the Society of Jesus in 1977 and was ordained to the Roman Catholic priesthood on June 14, 1986. He earned an A.B. degree, magna cum laude, from Boston College in 1977 and an M.A. from Georgetown University's department of government in 1981 before undertaking divinity studies at the Jesuit School of Theology at Berkeley, where he received a master's degree in 1986 and a Licentiate in Sacred Theology in 1988. He earned master's degrees from the Yale department of Religious Studies in 1990 and 1991, and a Ph.D. in religious studies concentrating in religious ethics in 1994.

Father Linnane joined the Religious Studies department at Holy Cross in 1994. His scholarly publications are extensive, covering the disciplines of fundamental moral theology, health care ethics, and virtue ethics. He served as assistant dean at Holy Cross from 2003 to 2005 and was named a Loyola University Maryland Trustee in 2000. He currently serves as a member of the Board of Trustees of the College of the Holy Cross; the Institute of Christian and Jewish Studies; and the Board of Directors of the Association of Jesuit Colleges and Universities. In March 2010 he was appointed to be the Association of Jesuit Colleges and Universities representative to the American Council on Education (ACE) Board of Directors. In April 2010, he was elected to the Basilica of the Assumption Historic Trust Board, and in July 2011, he was elected chair of the board for the Maryland Independent College and University Association (MICUA). He is a former member of the board of the Gilchrist Center for Hospice Care in Baltimore and the NCAA Division I Committee on Athletics Certification (2007–09), and past president of the Metro Atlantic Athletic Conference.

In July 2005, Fr. Linnane became the 24th President of Loyola University Maryland.

Close

Rev. Michael J. Sheeran, S. J.
President, Association of Jesuit Colleges and Universities (AJCU)

Father Sheeran is President of the Association of Jesuit Colleges and Universities (AJCU). Prior to his arrival at AJCU, Father Sheeran served as the 23rd president of Regis University from January 1, 1993 to May 31, 2012. He previously served as academic vice president of the University from 1982-1993.\

In August 1993, Father Sheeran hosted the first meeting between Pope John Paul II and President Bill Clinton at Regis University. He also served as an expert commentator for Channel 4 in Denver during World Youth Day and the 2005 election of Pope Benedict XVI.

Father Sheeran received his doctorate in politics from Princeton University in 1977. His dissertation on the consensus-based Quaker decision-making process is now a book used by Quakers to teach their method to new members of their community. He entered the Society of Jesus (Jesuits) in 1957 and was ordained a Catholic priest in 1970.

Father Sheeran joined Regis University in 1975 as Assistant Professor of History and Political Science and Director of Student Academic Services. In 1977, he was named Academic Dean of the College and became Academic Vice President in 1982. He also taught at Saint Louis University and at Regis Jesuit High School in Denver.

Father Sheeran is a trustee of John Carroll University and Saint Louis University.

Father Sheeran is a former trustee of the University of San Francisco; the Regis Jesuit High School Board in Denver; the St. John Vianney Seminary Board (Archdiocese of Denver), and the Executive Committee of the Association of Jesuit Colleges & Universities. Other board service has included: National Board of Campus Compact; Rocky Mountain College of Art & Design; Rockhurst University; Creighton University; Loyola University New Orleans; the Colorado Institute of Technology Board of Directors; the Association of Catholic Colleges & Universities (ACCU) Board of Directors; Community College of Aurora Advisory Council; and chairman of the board for Mile High United Way.

Father Sheeran received an Honorary Degree from the University of Denver in June, 2000 and an Honorary Degree from the University of San Francisco in May, 2012.

Close

Richard Staisloff

Richard Staisloff is the founder and a principal of rpkGROUP, a leading national consulting firm supporting colleges, universities and other non-profits with their growth and reallocation strategies. rpkGROUP emerged from two decades of leadership positions in the higher education sector, where Mr. Staisloff developed his expertise in finance and higher education from the perspective of public and private, two- and four-year institutions, higher education commissions, and State legislatures.

Mr. Staisloff has worked with institutions nationwide, helping them to combine a mission and market approach to strategic planning and business development. He has been a leading voice in the development of a new business model for higher education, working closely with the Association of Governing Boards, the Bill and Melinda Gates Foundation, the Lumina Foundation, NACUBO, and others to develop a new language and new metrics around cost, price and finance for the higher education sector.

Mr. Staisloff joined College of Notre Dame of Maryland in 1998 as vice president for finance and administration. Prior to that, Mr. Staisloff served four years at Carroll Community College, where he helped lead the creation of this college. From 1992 to 1994, Mr. Staisloff acted as a finance policy analyst for the Maryland Higher Education Commission. Finally, he served with the Maryland General Assembly House Committee on Ways and Means from 1989 to 1992, focusing on education and taxation issues. Mr. Staisloff received his B.A. from Loyola College in Maryland and an M.A. from The American University.

Mr. Staisloff serves on the plant committee for St. Mary’s Seminary and University, and is a member of the 2006 class of the Greater Baltimore Committee’s Leadership Program. Finally, Mr. Staisloff teaches in the Executive Doctorate Program for Higher Education Management at the University of Pennsylvania.

Close

Howard Teibel

For nearly 30 years, Teibel has partnered with education leaders to help them thrive in this new economy. He and his team facilitate team-building and leadership programs, strategic planning events, and administrative and academic reviews. His vision is that education leaders deal with the brutal facts of this industry while building a positive case for change.

Since 2008, Teibel's work in education consulting has focused on conducting institutional reviews that identify financial targets across academic and administrative areas, then involve a broad internal constituency to match these targets to revenue and savings opportunities. Teibel's client list includes: Rutgers University, Loyola University Maryland, Boston College, NCAA, Gettysburg College, University of Massachusetts, University of Washington, Harvard University, University of Colorado Boulder, and many others.

In addition to Teibel's consulting practice, he speaks and writes for national associations. His article in NACUBO's Business Officer Magazine, "Business Unusual," illustrates how leaders in education need to embrace and lead their institution through the changes necessary to create financial sustainability. In addition to his consulting practice, Howard is a regular speaker and writer for national associations and he hosts the Navigating Change weekly podcast.

Close

Salvador D. Aceves, Senior Vice President and Chief Financial Officer, Regis University

In May 2014, Salvador D. Aceves was appointed Vice President and Chief Financial Officer and Professor of Accounting at Regis University. In May, 2015 he was promoted to Senior Vice President and Chief Financial Officer. Prior to joining Regis University, in July 2011, he was appointed Associate Vice President for Academic Financial Planning in the Office of the Provost at Fordham University. In that role, he had primary responsibility for the development of the academic financial plan encompassing operational, restricted, grant, and capital funds. Formerly, he was Vice Provost at the University of San Francisco (USF) serving as the University’s chief planning and budget officer, a role he held for six years. He also held a faculty position as Associate Professor of Accounting, teaching in both the School of Business and Management and the School of Law. At USF, his office was the 2008 recipient of the Richard Goodman Strategic Planning Award recognizing excellence in planning.

He earned his Bachelor of Science in Accounting and a Doctoral degree in Education with a focus on global business from the University of San Francisco and a Masters of Science in Taxation from Golden Gate University.  At the University of San Francisco, he was the recipient of five teaching awards and best teaching at the Haas School of Business at the University of California at Berkeley. He began his career as a tax associate with Price Waterhouse and served for six years as tax manager for Citibank.

Close

A Mile Wide: Shared Services Opportunities at AJCU Institutions

In this session, Salvadore D. Aceves, Senior Vice President and Chief Financial Officer, Regis University, Michael Lochhead, Executive Vice President at Boston College, and Michael Bourque, CIO at Boston College, will present a summary report from a task force on shared services that was convened in 2015 at the request of Fr. Michael Sheeran, S.J., President of the Association of Jesuit Colleges and Universities (AJCU). The Committee on the Study of Technology-Supported Shared Services was comprised of representatives from the financial, academic and technology groups from several AJCU institutions. This session will highlight the five general models identified by the team for shared services to attain either cost savings or some form of value-add for participating institutions. A significant portion of the session will be spent discussing opportunities directly within the CFO's realm of influence and criteria for evaluating collaboration efforts to pursue.

Close

Applying a Business Model Lens to the Academic Portfolio

This session will demonstrate new approaches to assessing the academic portfolio, showing the application of a business model lens in considering program mix, resource allocation decisions and opportunities to increase efficiency and productivity. New tools will be shared to demonstrate the framework in action. Finally, the session will highlight change management strategies, including best practice for the CAO/CFO partnership, and case studies showing the application of the business model lens.

Close

Is Your Economic Model Sustainable? Why or Why Not?

In February 2015 the National Association of College and University Business Officers (NACUBO) began work on the Economic Models Project under the direction of Bob Shea, Senior Fellow Finance and Campus Management and Jackie Askin, Project Manager. Project goals include development of tools to assist Chief Business Officers (CBOs) in communicating internally and externally about the interrelated dimensions of higher education's economic models and tools to enable CBOs to lead necessary change within their colleges and universities.

In this presentation we will share findings about underlying issues as well as responses that institutions are developing and implementing. In extensive discussions with CBOs, provosts and academic leaders, CIOs, and board members, the underlying issues have centered on five themes, regardless of institution type:

  1. Resource Allocation
  2. Labor Intensive
  3. Capital
  4. Leadership
  5. External Environment

Using Drucker's and other's theories of business models and Kotter's model of organizational change, we are developing the tools cited above. In addition to sharing the current state of the project during the session, we will ask attendees, as current institutional leaders, to provide important feedback and input.

Close

Leadership Strategies to Innovate and Collaborate Across the Aisle

What are the strategies to build authentic collaboration across your institution to create transformational versus incremental change? Innovating is a mindset that demands a willingness to step back from “this is how we've always done it” and engage those we're serving in designing the future. In the face of competing priorities and work overload, how can we more systematically step back and build capacity to focus on the strategic issues required to move our mission forward?

In this session you will learn strategies to:

  • Conduct vision-based decision-making
  • Break down barriers across academic and administrative divisions
  • Motivate others to collaborate around shared values and goals

Close

It Takes a Campus to Comply: Title IX and Business Officers 

Complying with Title IX cannot be the responsibility of just one office. To do a proper job, institutions must eschew traditional silos and work together on policy drafting, implementation and assessment of goals. Business officers can play a key role, and this presentation will discuss Title IX, a complex paragraph addressing gender equity in athletics and education, as well as the laws and methods used to create a “culture of reporting and response” in cases involving Title IX. We will discuss compliance, risk, practical considerations and paths forward to implement policies and procedures that both comply with the relevant laws and (more importantly) ensure we carry out our missions and enhance our reputation.

  • Rome Was Not Built In A Day. Training in complying with Title IX and related obligations cannot be handled in an afternoon, it must be incorporated into the professional obligations of myriad faculty and staff over the course of every year.
  • Actions Speak Louder Than Words. Compliance is not as good as compliance plus acting in the interest of students and the campus community. The law sets a floor, not a ceiling.
  • Clear As Mud. The specific rules regarding Title IX and related federal regulations, as well as state laws, are complicated and rarely consistent.

Close

Risk and Reward in a Changing and Chaotic Environment

We will share general themes from APR’s 12-year long tracking study of net tuition revenue with the New American Colleges and Universities (NAC&U), as well as recent trends from our work with APR clients across the country. A particular focus will be placed on strategic pricing, making higher education accessible with prudent sticker pricing and a purposeful distribution of financial aid to achieve an affordable net price for all students. We will also guide the group through a discussion of APR’s Fall 2016 planning perspectives, with a pre-May 1st update. We will close with a look ahead to the next recruitment cycle and how it may be affected by political and economic disruptions.

Close

IRS/Tax Update

The Tax/IRS Update will provide the latest developments in relevant administrative rulings, case law, and current IRS enforcement initiatives in higher education, as well as how the foregoing may impact your institution. The discussion will touch on a wide variety of currently evolving areas in the tax law such as the recent changes in IRS Form 1098-T reporting requirements and related penalties, the IRS' recent enforcement initiatives with respect to Forms 1042 and 1042-S, as well as a myriad of other relevant topics.  

Tuesday, April 26, 2016 Location
4:00pm - 7:00pm Early arrival/registration Royal Sonesta Harbor Court Hotel - Library
7:00pm - 11:00pm Hospitality event with hors d'oeuvres Royal Sonesta Harbor Court Hotel - Brightons
Wednesday, April 27, 2016 Location
8:00am - 4:00pm Registration Royal Sonesta Harbor Court Hotel – 2nd Floor Balcony
6:15am - 8:30am Breakfast Royal Sonesta Harbor Court Hotel - South Whitehall
7:00am Bus departs for Mountain Branch Golf Club Royal Sonesta Harbor Court Hotel - Lobby
8:00am - 8:15am Arrival time for golfers commuting on their own Mountain Branch Golf Club
8:00am Bus departs for Annapolis Harbor Four Centuries Walking Tour and lunch Royal Sonesta Harbor Court Hotel - Lobby
9:00am - 3:00pm Golf tournament and lunch Mountain Branch Golf Club
9:15am - 3:00pm Activity for non-golfers - Annapolis Harbor Four Centuries Walking Tour and lunch Annapolis, Maryland
5:40pm Bus departs for Baltimore Museum of Industry Royal Sonesta Harbor Court Hotel - Lobby
6:00pm - 9:00pm Opening night dinner event - Baltimore Museum of Industry Baltimore Museum of Industry
9:00pm Bus departs for Royal Sonesta Harbor Court Hotel Baltimore Museum of Industry - Main Entrance
9:00pm - 11:00pm Hospitality event Royal Sonesta Harbor Court Hotel - Brightons
Thursday, April 28, 2016 Location
7:00am - 8:30am Registration Royal Sonesta Harbor Court Hotel – 2nd Floor Balcony
7:00am - 8:15am Breakfast Royal Sonesta Harbor Court Hotel - Hamptons
8:30am - 8:45am Welcome and introductions, Randall D. Gentzler, Vice President for Finance and Treasurer, Loyola University Maryland Royal Sonesta Harbor Court Hotel - Whitehall Ballroom
Session 1
8:45am - 9:30am AJCU Update - Rev. Michael J. Sheeran, S.J., President, AJCU Royal Sonesta Harbor Court Hotel - Whitehall Ballroom
Session 2
9:30am -10:30am A Mile Wide: Shared Services Opportunities at AJCU Institutions - Salvador D. Aceves, Senior Vice President and Chief Financial Officer, Regis University; Michael Lochhead, Executive Vice President, Boston College, and Michael Bourque, CIO, Boston College Royal Sonesta Harbor Court Hotel - Whitehall Ballroom
10:30am - 10:45am Break Royal Sonesta Harbor Court Hotel – Prefunction
Session 3
10:45am - 11:45am Applying a Business Model Lens to the Academic Portfolio - Richard Staisloff, Founder and a Principal, rpkGroup Royal Sonesta Harbor Court Hotel - Whitehall Ballroom
11:45am - 12:45pm Lunch buffet Royal Sonesta Harbor Court Hotel - Hamptons
Session 4
12:45pm - 1:45pm Is Your Economic Model Sustainable? Why or Why Not? - Robert Shea, Senior Fellow, Finance and Campus Management, NACUBO
Royal Sonesta Harbor Court Hotel - Whitehall Ballroom
Session 5
1:45pm - 2:45pm Leadership Strategies to Innovate and Collaborate Across the Aisle - Howard Teibel, Teibel, Inc. Royal Sonesta Harbor Court Hotel - Whitehall Ballroom
2:45pm - 3:15pm Break Royal Sonesta Harbor Court Hotel – Prefunction
Session 6
3:15pm - 4:00pm CFO Roundtable (closed session) Royal Sonesta Harbor Court Hotel - Whitehall Ballroom
5:00pm First bus departs for Loyola University Maryland Royal Sonesta Harbor Court Hotel - Lobby
5:15pm Second bus departs for Loyola University Maryland Royal Sonesta Harbor Court Hotel - Lobby
6:00pm - 7:00pm Cocktail reception welcome by Fr. Brian Linnane, S.J.,President, Loyola University Maryland Loyola Campus - Humanities Lounge
7:00pm - 9:00pm Dinner at Loyola University Maryland, Speaker John Walda, President and CEO, NACUBO Loyola Campus - 4th Floor Programming Room
9:00pm Bus departs for Royal Sonesta Harbor Court Hotel  
9:30pm - 11:00pm Hospitality event Royal Sonesta Harbor Court Hotel - Brightons
Friday, April 29, 2016 Location
7:00am - 8:00am Breakfast Royal Sonesta Harbor Court Hotel - Brightons
Session 7
8:00am - 9:00am It Takes a Campus to Comply: Title IX and Business Officers  - Donna Davis, General Counsel, University of San Francisco Royal Sonesta Harbor Court Hotel - Westminster
9:00am - 9:15am Break Royal Sonesta Harbor Court Hotel – Prefunction
Session 8
9:15am - 10:15am Risk and Reward in a Changing and Chaotic Environment - Bill Hall, Founder and President, and Brad Griesbach, Senior Research Analyst, Applied Policy Research, Inc.
Royal Sonesta Harbor Court Hotel - Westminster
Session 9
10:15am -11:15am IRS/Tax Update - Dominic Daher, Director of Internal Audit and Tax Compliance for the University of San Francisco and Gwen Spencer, Tax Services Partner, PricewaterhouseCoopers Royal Sonesta Harbor Court Hotel - Westminster
11:15am - 11:30am Hotel check out Royal Sonesta Harbor Court Hotel - Lobby
11:30am - 12:15pm Brunch (sponsors and institutional guests) Royal Sonesta Harbor Court Hotel – Brightons
Session 10
11:30am - 12:15pm CFO Roundtable (closed session) and brunch Royal Sonesta Harbor Court Hotel – Guilford/Westminster
 

Wednesday April 27, 2016

Golf Outing – Mountain Branch Golf Club

Mountain Branch is a fun yet challenging design laid out over 264 acres. With outstanding architecture the course features drivable par 4’s, split fairways, rolling greens, rock and water features, and breathtaking views. 

Mountain Branch Golf
Mountain Branch

Date/Time: Wednesday, April 27, 2016 from 9:00 a.m.-3:00 p.m. Transportation from/to hotel will be provided.
Location: Mountain Branch, Joppa, Maryland

Back to Top

Wednesday Annapolis Harbor Four Centuries Walking Tour and Lunch*

Guides in colonial attire will take us on a tour of the historic area of Annapolis and the U.S. Naval Academy. Our tour will include the interior of Maryland’s historic State House, the country’s oldest state capitol in continuous legislative use. This is where in 1783 George Washington resigned as Commander-in-chief, and where each year, Maryland’s General Assembly meets for 90 days.

Continuing through the historic area, on our way to the Naval Academy, we will pass many 18th and 19th century mansions. In the shadow of these beautiful buildings, our guide will share with us some history of the famous statesmen that built these magnificent structures.

Founded in 1845, the United States Naval Academy is home to 4000 of our country’s future naval leaders. Our visit will include the interiors of the Naval Academy Chapel, the Crypt of John Paul Jones, and Bancroft Hall Dormitory. A short distance from the State House we will visit St. John’s College. St. John’s traces its beginnings from King William’s School established in 1696. One of its early graduates was Francis Scott Key. On this campus are many fine examples of architecture from the 18th, 19th and 20th centuries.

Our day will include lunch at Carrol’s Creek Café that overlooks the water. 

Annapolis Walking Tour
Annapolis Harbor Four Centuries Walking Tour

Carols Creek Cafe
Carrol's Creek Cafe

Date/Time: Wednesday, April 27, 2016 from 9:00 a.m.-3:00 p.m. Transportation from/to hotel will be provided.
Location: Annapolis, Maryland

*Adults must show a valid Government Photo ID for entry into the United States Naval Academy. Driver’s License or Passport are acceptable.

Attendees playing golf should not also select to attend the Annapolis Harbor Four Centuries Walking Tour/Lunch. This is an alternative event for non-golfers and/or Institutional guests.

Back to Top

Wednesday Dinner Event

Wednesday’s dinner will be held at the Baltimore Museum of Industry. The museum was founded in 1977 as a project by the Mayor's office to preserve the industrial history of downtown Baltimore. The museum galleries recreate parts of a cannery, a garment loft from 1900, a machine shop from 1900, a print shop, Dr. Bunting's Pharmacy (where Noxzema was invented), as well as exhibits on the food industry (McCormick, Domino Sugar, Esskay). In the Decker Gallery, the Milestone wall documents inventions and processes discovered first in Baltimore, and Maryland. The museum is also home to the Baltimore, the oldest surviving steam tugboat and a National Historic Landmark. 

Pharmacy at Museum of Industry
Dr. Bunting's Pharmacy
Baltimore Museum of Industry


Date/Time: Wednesday, April 27 from 6:00 – 9:00 p.m. Transportation from/to hotel will be provided.
Location: Inner Harbor, Baltimore, Maryland
Dress Attire: Business Casual

Back to Top

Thursday April 28, 2016

Thursday Dinner at Loyola University Maryland

Thursday’s dinner will be held at Loyola University Maryland. Loyola University Maryland (formerly Loyola College) was founded in 1852 by John Early and eight other members of the Society of Jesus, ("Jesuits"), and was the first college in the United States to bear the name of St. Ignatius of Loyola. 

The College's first campus was in two large townhouses on Holliday Street between East Lexington Street (then called Orange Alley) and East Fayette Street, in downtown Baltimore. After only three years, in 1855, Loyola relocated to a newly built structure on North Calvert Street in the city's historic Mount Vernon-Belvedere neighborhood, and moved to its present Evergreen campus in north Baltimore on North Charles Street during 1922. The University adopted the Loyola University Maryland designation in 2009.

Loyola University Maryland
Loyola University Maryland

Date/Time: Thursday, April 28 from 6:00 – 9:00 p.m. Transportation from/to hotel will be provided.
Location: Baltimore, Maryland
Dress Attire: Business 


Back to Top