CBO Speaks

Kimberly 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 perspective comes from nearly three decades of experience in higher education finance. "It's that ability to be able to communicate technical information, complicated information clearly to be open to providing feedback and building relationships because so much of the work that we do is through building support across campus." She emphasizes the importance of maintaining strong relationships while navigating difficult financial decisions.   Join us for a conversation with Kvaal as she shares insights about managing a $110 million operating budget, creating strategic partnerships for revenue generation, and balancing institutional mission with financial strategy.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

John 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 must adapt to new funding realities while maintaining public confidence and institutional growth.   Join us for a conversation with Crawford as he shares insights about centralizing financial operations across campus, balancing infrastructure investments with affordable tuition, and the vital role of professional organizations like NACUBO and SACUBO in developing higher education finance leaders.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Robin 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 easy going. And I say, there are challenges, but they are equally matched by the joy."   Join us for a conversation with Van Harpen as she discusses UWM's mission as an urban doctoral institution, strategies for maintaining financial sustainability during enrollment shifts, and her approach to leadership development.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Christopher 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 little bit. Don't be afraid to say what's on your mind. Be polite about it. Don't be afraid to be wrong." His emphasis on open communication and calculated risk-taking provides valuable guidance for aspiring CBOs.   Join us for a conversation with Calvert as he shares insights about transforming institutional finances, reversing enrollment declines through data-driven decisions, and preparing higher education institutions for future demographic shifts. His approach to combining business acumen with mission-focused leadership offers a fresh perspective on higher education finance.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

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, 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 leadership, revealing significant progress in diversity while highlighting areas still needing improvement. Long and Elliott provide valuable context around the study's findings on career pathways, succession planning, and evolving skill requirements. Their discussion emphasizes how the CBO role continues to expand beyond traditional financial oversight, with increasing focus on data analytics, new business models, and strategic planning - areas that require intentional development of future leaders.   Join us for an insightful discussion about: Key findings from the 2024 CBO Profile, including demographic shifts and emerging trends Essential skills for modern CBOs, including strategic planning and change management The importance of succession planning and developing future leaders How the role of CBO continues to evolve and expand beyond traditional financial responsibilities Strategies for attracting diverse talent to CBO positions The 2024 National Profile of Higher Education Chief Business Officers provides crucial insights into the changing nature of the profession, revealing how the role continues to expand beyond traditional financial oversight to encompass strategic planning, data analytics, and comprehensive institutional leadership. This discussion brings these findings to life through the experiences of current CBOs, offering valuable perspective for institutions and leaders working to develop the next generation of higher education business officers.   Links Learn more about the National Profile of Higher Education Chief Business Officers Connect with Peter on LinkedIn Connect with Nicole on LinkedIn Connect with Bryan on LinkedIn Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Abby 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 future challenges. "I know that the times that I've asked questions, the times that I've dug into trying to understand an issue are the times that I feel like I'm learning so much, and I know that I can bring that to whatever my next challenge will be."   Benson goes on to talk about the importance of transparency as a chief business officer. Sharing information and providing opportunities for people to ask questions helps build trust, which is essential when navigating change. Without transparency, people may resist new initiatives or budget models because they don't understand the reasoning behind the decisions being made.   Join us for a conversation with Benson as she talks about cementing the role of higher education institutions as vital to society, the value of a college degree in changing lives and trajectories, and advice for aspiring leaders to recognize how their skills can translate to new roles and opportunities.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Carmen 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 assigned, that's where you get noticed. That's where people see how hard you work, what you're capable of. If you really aspire to leave, sometimes you have to do that. You have to focus on the other duties as assigned." Roberts goes on to talk about the importance of saying yes to opportunities, even when they may seem daunting or unfamiliar, as a key to career growth and success in higher education operations.   Join us for a conversation with Roberts as she talks about navigating leadership transitions, successfully completing major facilities projects, and the motivations that drive her to excel in her role supporting students and staff.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Brian 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 conversations to focus on how resources are allocated and the impact of initiatives on students. "I always try to reframe the conversation with, ‘Let's see if we can figure it out, let's see if we can talk about how we are allocating resources.'"   Lueth goes on to talk about the value of listening to understand, being transparent, and learning from failures as critical qualities for managing the business side of higher education. He also discusses the potential for community colleges to fill the gap in the changing landscape of higher education, particularly in terms of affordability, shorter time to credentials, and alignment with industry needs.   Join us for a conversation with Brian Lueth as he talks about the financial challenges facing community colleges, the role of data governance in promoting equitable student outcomes, and his advice for aspiring leaders in higher education finance.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Michelle 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. "Making sure we're using the same language is important. Then just communicating often and regularly." Matis goes on to talk about educating staff on the college's finances, funding sources, and budget allocation to foster a shared understanding.   Join us for a conversation with Matis as she talks about balancing long-term investments with short-term needs, the evolving role of institutional advancement, and her advice for aspiring financial leaders in higher education.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Todd 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." He emphasizes the importance of finding roles that align with one's strengths while continuing to present new challenges.   Join us for a conversation with Kilburn as he shares insights on managing a system of 300+ buildings, the critical role of resourcefulness in leadership, and how maintaining student-centric focus drives strategic financial planning.   Links Connect with Todd on LinkedIn Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Harry 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 up to tables to listen and learn. And I think when you spend time doing that first, you get a true understanding of what the person's goals and motivations are versus coming to the table ready to say no to something."   Allen goes on to talk about his excitement for the future, seeing AI not as a threat but as a tool to enhance human creativity and innovation. He advises emerging leaders in higher ed to raise their hand for special projects, serve their community, and stretch outside their comfort zone to gain new skills. Join us for a conversation with Allen as he talks about Belmont's explosive growth, building proactive financial infrastructure, and leaving a legacy of service and philanthropy.   Links Check out NACUBO's other podcasts! Reach out to Harry on LinkedIn Career Conversations NACUBO in Brief

Kimberly 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 think I tried my best as much as I can, is that listening – truly listening – you need to listen and absorb." Wagner goes on to advise aspiring leaders to think carefully before responding, noting the wisdom in pausing and delivering thoughtful responses.   Join us for a conversation with Wagner as she shares insights from her diverse career path, discusses Elgin Community College's award-winning financial literacy program, and explores the evolving role of community colleges in meeting the needs of both traditional students and adult learners.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Claire 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 working with, but thinking strategically with the cabinet, thinking strategically with the board, bringing strategic ideas," Knapp says. He emphasizes the significance of strong analytical skills and the ability to interpret data effectively. "Relationships are really critical. I view myself as an investor for the university. So when departments or other of our colleagues come and ask them when to spend money, for me, it's an investment. So it's working together with them."   Join us for a conversation with Knapp as he discusses the evolving role of a CBO, critical skill sets for aspiring leaders in higher education finance, and the value of mentorship in professional growth.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Lori 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 seeking out growth opportunities. "I think it's the work that I do in my daily job. But I have always valued and made it a priority to be involved in networking and professional development," Seager goes on to say, highlighting how continuous learning and building connections have been key to her development as a leader.   Join us for a conversation with Seager as she shares insights on the challenges and rewards of working in higher education, the importance of adaptability and communication skills for CBOs, and her optimistic outlook on the future of liberal arts colleges.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Amanda 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 continue to grow in depth and breadth as part of the core leadership of the university."   Withers goes on to talk about the importance of showing up and being intentional in both professional and personal situations. She emphasizes that time is our greatest asset, so we must invest ourselves fully in the moments we're in, whether it's a meeting or a child's sports event.   Join us for a conversation with Withers as she shares leadership lessons learned throughout her career, the value of formal and informal mentorship, and her thoughts on how higher education and the CBO role will evolve in the coming years.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Clayton 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 roles. He goes on to talk about how he has maintained involvement with non-profits throughout his career journey, recognizing the importance of community engagement for leadership roles.   Join us for a conversation with Gibson as he shares insightful leadership lessons, discusses addressing workforce challenges in higher ed, and offers his perspective on the future of the industry and his own career.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Ann 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 education leadership, guiding her institution through challenges like the COVID-19 pandemic and an ERP system implementation, and keeping students at the heart of every decision.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Peter 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 education. “So in a classroom I get to interact with students in a positive way, and it connects me back to what we're doing,” he continues. Teaching accounting reminds Elliott that the focus should be on changing students' lives.   Join us for a conversation with Elliott as he talks about transitioning from auditor to higher education administrator, solving hiring challenges, and why community colleges are often overlooked in the national media.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Rob 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 shares insights on managing risks, fostering student success, and supporting today's evolving workforce. Even amidst challenges, Cramer remains optimistic about the critical value of higher education.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Samuel 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 IT side." He goes on to discuss the importance of empowering others.   Join us for a conversation with Sudhakar as he talks about supporting student success, advancing diversity, equity and inclusion efforts, and preparing for the future of higher education with AI.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Molly Mercer is chief financial officer at the Pennsylvania State System of Higher Education (PASSHE) in Harrisburg, Pennsylvania. In this episode, Mercer joins host Donna Schiele to discuss navigating a career in higher education finance, embracing shared governance, and growing as a leader through mentorship.   “I can't say enough about the importance of mentoring,” Mercer emphasizes. She describes the value of having a mentor you can be vulnerable with and gain perspective from. Mercer stresses the immense value she found in formal mentorship programs for developing leadership skills.   Join us as Mercer shares lessons learned from her varied career path leading to higher ed finance. She talks about transitioning from the corporate world, participating in mentorship, and driving transformation through a focus on people and communication.   Links Find Molly on LinkedIn Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Andrea 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 opportunity for collaboration and sustainable change, not an obstacle.   Join us for a conversation with Andrea Young as she talks about leveraging the CFO's role as a strategic advisor, tackling impostor syndrome, and using consortiums to provide better student mental health services.   Links Andrea Young on LinkedIn Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Jeffrey 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 conversation with DeWitt as he talks about the need for shared governance, how national events affect campus, and why he is optimistic about the future of higher education.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

John 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 institutions through groups like NACUBO and EACUBO. He goes on to highlight the mentoring opportunities these organizations provide for emerging leaders and aspiring CBOs.   Join us for a conversation with John Coppola as he talks about adapting to meet the evolving needs of today's workforce, forging partnerships to expand academic program offerings, and preparing for record incoming-freshman classes.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Lisa 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 formal programs and informal relationships. She emphasizes the importance of identifying qualities to develop professionally and finding people who exhibit those qualities to provide guidance.   Join us for a conversation with Frace as she talks about transitioning from corporate roles to higher education, the complexity of university finances, shared governance, mentoring the next generation of leaders, and innovating in areas like blockchain technology.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Mary 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 ask questions, then it frees up other people to ask questions too.” She emphasizes the importance of curiosity and not being afraid to learn.   Join us for a conversation with Mary Lou Ortiz as she talks about the importance of relationships, managing change, and always looking for new challenges.   Links Check out NACUBO's other podcasts! Career Conversations NACUBO in Brief

Noel 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 are.” She goes on to share her optimistic view of the evolutions ahead for higher education.   Join Noel Sloan as she talks about finding fulfillment in higher education, the Disney-inspired approach she takes to create a welcoming campus environment, and the ways she leveraged data and cross-departmental collaboration to improve graduation rates at Texas Tech.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Jean 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 start out by saying, ‘Help me understand what you're trying to accomplish and why'," Vock explains on shifting to a service mindset.   Additional topics include: Her career journey through higher education finance Mentorship through professional associations Fostering organizational culture and trust Bandwidth challenges limiting innovation Effective leadership transitions and succession planning   Join us for an insightful discussion on navigating change and complexity with UNLV's CBO, Jean Vock.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Undria 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 assignments.   Join us for a conversation with Undria Stalling as she talks about managing enrollment, building relationships with nearby HBCUs, and ensuring the financial sustainability of Morehouse College.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Lori Herrick, the chief financial officer at Abilene Christian University in Abilene, Texas, joins host Donna Schiele on the CBO Speaks podcast. In this episode, Herrick discusses her experience as the first woman CFO in Abilene Christian University's history. She talks about overcoming impostor syndrome as a woman leader and pioneering a seat at the table in higher education finance. Herrick also covers strategies for developing her team through mentorship and succession planning. "I want to build people up underneath me," she says, emphasizing the importance of believing in her direct reports' potential and goals. Additional topics include: Navigating the changing higher education landscape and demographic cliff Pivoting academic programs online during COVID-19 Preparing a residential campus for continued growth amid enrollment declines Balancing her finance responsibilities across ACU's Abilene and Dallas campuses Tune in for an insightful conversation about leadership and innovation with Abilene Christian University's groundbreaking CFO, Lori Herrick.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

Lucien 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 Vice President for Planning and Finance. Lucien also delves into some of the more challenging aspects of his job and emphasizes the importance of reaching out to peers and mentors for guidance and support. In discussing the current landscape of higher education, Lucien emphasizes the importance of constantly re-evaluating the value propositions of institutions. "We have to continue to find those niche and/or value-added proposition academic programs or opportunities," he advises. He also passionately counters the national narrative questioning the return on investment for a college education, stating, "The narrative that has happened in this country in the past 20 and 30 years is wrong." Join us for a conversation with Lucien as he provides invaluable insights into the role of a CBO, the constant need for adaptability in higher education, and the importance of mentorship and collaboration in overcoming challenges.   Links Check out NACUBO's other podcasts! Career Conversations (brand new!) NACUBO in Brief

NACUBO's new podcast Career Conversations, featuring insights and advice for business professionals new to higher education, starts airing biweekly on September 8th. Make sure to subscribe!

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics.  In this episode, our CBOs share their go-to resources.

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics.  In this episode, our CBOs talk about creative solutions.

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics.  In this episode, our CBOs discuss collaboration.

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics.  In this episode, our CBOs reflect on student success.

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs talk about governance.

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs discuss analytics.

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics.  In this episode, our CBOs talk about advocacy.

Welcome to this special bonus episode of CBO Speaks. We've asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs discuss how to put action towards diversity, equity, and inclusion... or DEI.

Lori 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 to be able to have those collaborative conversations and come to what is best for the institution as a whole, not always what looks right on paper from a finance perspective.” She goes on to talk about the value in seeing from other perspectives, notably the Provost, Student Affairs, Enrollment Management, and more. Join us for a conversation with Lori as she talks about surrounding yourself with great people, the challenge of working with budget cuts, and the joy of troubleshooting.

Glen Nakata is the Vice Chancellor for Financial and Administrative Affairs at Purdue University Fort Wayne in Indiana. In this episode, Glen joins our host Donna Schiele to talk about the value of attracting international students, building a team with people that bring something new to the discussion, and being inquisitive.   “I want to bring people from different backgrounds, different regions, different countries to learn more from them,” he says. He talks about how as an organization, they only get stronger when they do that, not just as students but also as employees. “If you keep hiring the same people over and over again, what are you really going to learn?” He goes on to talk about why this strengthens their pillar of Diversity, Equity, and Inclusion.   Join us for a conversation with Glen as he talks about the importance of listening, learning to collaborate with everyone at the university, and always being transparent.

Geoff 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 bring about collaborative change. “You have to be able to bend the institution without breaking it.”   Join us for a conversation with Geoff as he talks about not being afraid to think big, leaving a legacy of succession planning, and applying the same principles whether you're in a big or small institution.

Lisa Rulney is Senior Vice President for Business Affairs and CFO at University of Arizona in Tucson, Arizona. In this episode, Lisa joins our host Donna Schiele to talk about the benefits of longevity, the value of constructive criticism, and the importance of focusing on financial sustainability.   “More than ever, we have to have a focus on efficient operations and innovation,” she says. She talks about the value in being forced to pivot quickly to online learning and the ways that helped them better understand how to operate efficiently. “We also need to respond rapidly to signals in the market, which isn't something institutions have done well in the past.” She goes on to talk about how everyone needs to find their people – a pool of like-minded colleagues.   Join us for a conversation with Lisa as she talks about a legacy of making those around her stronger, empowering her team to take risks, and sharing her own mistakes so everyone can learn from them.   LINKS Lisa Rulney on LinkedIn

Manish Kumar is Vice President of Finance and Administration at Northeastern Illinois University in Chicago. In this episode, he joins our host Donna Schiele to talk about federally designated Hispanic-Serving Institutions, strategies to help grow enrollment, and the importance of understanding shared governance for the academic system.   “Like every institution during the Pandemic, it has affected our minority students very disproportionately,” he says. He talks about why it's important to help those students stay on track during school and graduate on time. “The national trend has been enrollment going down overall.” He goes on to talk about how more students are moving out of Chicago and the state, and how that's a challenge for them in their competitive market.   Join us for a conversation with Manish as he talks about the mission and vision to serve, the joy of seeing students on campus again, and doing what no one else wants to do.

William Nunez is Vice Chancellor for Finance and Administration and CFO at Texas Christian University in Fort Worth, Texas. In this episode, he joins our host Donna Schiele to talk about stepping into well-run programs, moving to a private sector university, and learning you can't do it all.   “You're not the expert on all the things that are reported to you,” he says. He talks about the importance of being a great listener, of trusting your people, of hiring great people, of being knowledgeable enough to know the right questions to ask. “It really comes down to understanding the limitations of every human and understanding that we're always improving.” He goes on to talk about how he'll be better tomorrow than he was today just because of the great people he's working with.   Join us for a conversation with Nunez as he talks about his love for higher education – particularly the first three weeks of the fall semester with all its energy and excitement about what's to come.

Jim Matteo is Vice President for Finance and Treasurer for Princeton University in Princeton, New Jersey. In this episode, Jim joins our host Donna Schiele to talk about figuring out your ‘edge', being a team player, and working in a state versus a private university.   `“How do we help advance what I'll call excellence and equity at Princeton?” he asks. He talks about how this is a key question to advancing their strategic priorities. “That's a place where we spend quite a bit of time redesigning process, making investments of funds, and channeling a lot of our effort.” He talks about attracting the best talent they can to grow their student body, one of their strategic priorities.   Join us for a conversation with Jim as he talks about building your network, volunteering on committees, and building your reputation.

Julee Gard is Vice President for Administration and Finance and Chief Financial Officer at the University of St. Francis in Joliet, Illinois. In this episode, Julee joins our host Donna Schiele to talk about following your dreams, transferrable skills, and retention.   “I'm just as responsible for making sure that our current students remain and feel welcomed as anybody else in a leadership role,” she says. She talks about how that's a big shift in the higher education field now than when she started. “We are all responsible for retention. It's all of our jobs. ” She talks about the silos of responsibility in higher ed, but that it's important to break down those silos to help retain the students.   Join us for a conversation with Julee as she talks about the value these days of 24/7 response to the needs of the students in this post-pandemic world, keeping a good sense of humor, and being realistic in managing your expectations.

Doug Schantz is Vice President for Business Affairs for Clark State College in Springfield, Ohio. In this episode, Doug joins our host Donna Schiele to talk about working in his hometown, the importance of affordability, and the positives of the pandemic.   “It catapulted us much further in evolving as an industry than I think we would've achieved within even the next five to ten years,” he says. He talks about how it provided an opportunity to look toward the future of higher education as a whole. “We need to think about the evolving needs of our students. They're getting used to on-demand learning. How are we going to support that?” He goes on to talk about thinking outside the box to keep up with the fast and ever-shifting changes in the industry.   Join us for a conversation with Doug as he talks about being responsive to the people they serve and why it's important to adapt to different and evolving structures.

Chris Martin is Vice President for Finance and Administration / CFO at Salt Lake Community College in Salt Lake City, Utah. In this episode, Chris joins our host Donna Schiele to talk about figuring out secondary education's role in the industry, working with the local municipalities, and creating a more flexible system that allows for more innovative thinking.   “We're a place where all students are welcome,” he says. That's the mission as he describes it, but they have to adjust to compete with things like Google Certificates or Amazon Certificates. “Are we willing to adjust how we do things to compete on a new level?” He goes on to talk about creating lifelong relationships with alumni and why that's critical as we move toward a more competitive future.   Join us for a conversation with Chris as he talks about reworking your way of thinking to ‘as if' instead of ‘we can't' and how that can help move forward.

Dr. 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 all. Administration is in support of the academy. “Our job is to make sure the goals for the academy are reached.” She emphasizes goals for student success; research and creativity; and extension, outreach, and service.   Join us for a conversation with Johnston as she talks about the value of walking meetings, leaning into the job to make yourself do parts you may not be looking forward to, and the value of metrics.