Podcasts about nacubo

April 30 marked the first 100 days President Trump's second term in the White House. Executive orders and federal agency upheavals have created new challenges and much uncertainty for colleges and universities. On Capitol Hill, House budget and tax proposals include a number of policy ideas that are adding to concerns. NACUBO's Liz Clark and Ashley Jackson discuss these issues and advocacy efforts NACUBO has taken on behalf of its members.   Additional Resources: Read the latest NACUBO news Register for the next NACUBO Washington Update Connect with Ashley Jackson on LinkedIn Connect with Liz Clark on LinkedIn

On this episode of The Association Podcast, Monica Dillingham Pemberton, Vice President and CIO at the American Council on Education, joins the discussion! Monica shares her journey through the association industry, spanning 14 years, and highlights her experience from NACUBO to ACE. We touch on ACE's focus on higher education advocacy and Monica's extensive board involvement, particularly in STEM and women in technology. She emphasizes the importance of identifying and nurturing talent, inspired by her career experiences and mentors she has had along the way. We also cover topics like delegation, travel recommendations, and the importance of empathy and service in leadership. The episode concludes with a heartfelt mention of Loretta DeLuca's legacy in the association community.

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

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 CBO Speaks

Executive orders and memos issued during President Trump's first weeks back in the White House have elevated risk and uncertainty for colleges and universities. A leaked list of House budget and tax proposals includes a number of alarming policy ideas, and it is unclear how, or if, the Congress will be able to fund the federal government after March 14. NACUBO's Liz Clark and Ashley Jackson discuss these issues and advocacy efforts NACUBO has taken on behalf of its members.   Links & Notes NACUBO Letter to Congress on 2025 Priorities (January 31, 2025) NACUBO Statement on Federal Funding Freeze Catch up on news from NACUBO Register for NACUBO's February 11, 2025 Washington Update Connect with Ashley Jackson on LinkedIn Connect with Liz Clark on LinkedIn Check out NACUBO's other podcasts! Career Conversations CBO Speaks

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

Dr. Ruth Johnston, vice president of NACUBO Consulting joins Liz Clark to talk about NACUBO Consulting. Ruth talks about the expertise, experience, and leadership abilities NACUBO consultants bring to each engagement. She also discusses some of the top issues for which institutions are seeking solutions. Ruth also explains how NACUBO Consultants are integrating tools available from NACUBO such as the Student Success Hub, resources developed by NACUBO's analytics team, and more.   Links & Notes Learn more about NACUBO Consulting Connect with Ruth Johnston on LinkedIn Access the NACUBO Student Success Hub Explore additional analytics resources from NACUBO Discover Higher Education's Top 5 Business Issues of 2024

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

La Toya Hart, Ph.D., assistant vice president, institutional research, planning and effectiveness, at Jackson State University and Lindsay Wayt, Ph.D., senior director, analytics, at NACUBO join Liz Clark to talk about the new Change With Analytics Playbook, a comprehensive resource designed to support institutions in creating a culture and capacity for strategic data use. The free resource contains 16 “plays” for data leaders to follow in order to make significant progress on their institution's analytics goals.   Links & Notes Access the Change with Analytics Playbook Connect with La Toya on LinkedIn Connect with Lindsay on Linked In Explore additional analytics resources from NACUBO

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

Demographic and economic swings are a reality for colleges and universities, but thoughtful campus leaders can create proactive, rather than reactive, approaches to program development and connect those with employers' workforce needs. Ivy Tech Community College's Dominick Chase, senior vice president and chief financial officer, and Molly Dodge, senior vice president of workforce and careers sit down with NACUBO's Bryan Dickson, director of student financial services and educational programs, to discuss how the institution cultivated corporate partnerships and legislative support for a dynamic, skills-oriented curriculum that has increasingly transformed student outcomes.   Additional Resources:   Connect with Dominick on LinkedIn Connect with Molly on LinkedIn Connect with Bryan on LinkedIn Check out NACUBO's other podcasts! Career Conversations CBO Speaks

Student retention is a top priority for every campus and is affected by numerous factors. Everything from accessibility to payment instructions, course registration and billing due dates, payment methods and options could influence student retention. Join Becky Copper-Glenz, Fitchburg State University's dean for the school of graduate, online, and continuing education, and Bryan Dickson, NACUBO's director of student financial services and educational programs as they discuss research findings from the university. They'll explore which billing practices have impacted enrollment and retention, how practices are being applied to different student groups, and whether their payment processes are aligned with today's environment.     Additional Resources: Learn more about Fitchburg State's work Connect with Becky on LinkedIn Connect with Bryan on LinkedIn

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

Anne Ollen, Managing Director at the TIAA Institute, a think-tank within TIAA, develops and executes the TIAA Institute's higher education program. In conversation with NACUBO's vice president for policy and research, Liz Clark, Anne shares highlights from a recent TIAA Institute research initiative to deepen understanding of potential and current employees' job choices and what people expect to gain in return for the work they do at colleges and universities. She describes a tool institutional leaders can consider—an employee value proposition (EVP)—to convey the benefits of working in higher education. Anne shares insights on the tangible and intangible benefits of an EVP. Additional Resources Explore the research from the TIAA Institute Learn more about Anne Ollen Connect with Anne on LinkedIn Connect with Liz on LinkedIn

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed about our contrasting views on China and Japan, and discussed the current state of the economy, particularly focusing on inflation and the actions of the Federal Reserve. Guest: David Salem - HedgeEye David Salem, Managing Director – Capital Allocation @ Hedgeye Prior to joining Hedgeye in early 2023, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and as a partner at GMO, working closely with Jeremy Grantham on investment solutions for large institutional funds. David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar, David has held adjunct faculty positions at Middlebury College, from which he earned his undergraduate degree summa cum laude, and the University of Virginia, and served in the White House Counsel's office while enrolled at Harvard. David's has given talks at many colleges and universities, including Dartmouth, Duke, Harvard, MIT, Middlebury, Northwestern, and Oxford, and at conferences organized by the Association of Governing Boards, the CFA Institute, the Council on Foundations, the Foundation Financial Officers Group and NACUBO among other organizations.   Check this out and find out more at: http://www.interactivebrokers.com/ CHARTS DISCUSSED IN THIS EPISODE Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (META), (AAPL), (NVDA), (MSFT)

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

Brent O'Guin, artificial intelligence strategist and architect at the Georgia Institute of Technology speaks with Neil Gavigan, policy and advocacy manager at NACUBO about his work leading generative AI integration across the institution. Stating “you don't have to wait to start getting value from AI,” Brent shares his experiences helping staff build a working understanding of readily available tools while applying them to various administrative functions. Links & Notes Read about Georgia Tech's Responsible Adoption of AI Connect with Brent on LinkedIn Connect with Neil on LinkedIn

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

With 30 years of experience in higher education administration, Mark Hampton, executive education advisor at Amazon Web Services (AWS), is deeply familiar with the changing needs of institutions and necessary steps to meet the challenge. In conversation with NACUBO's vice president, policy and research, Liz Clark, Mark shares insights about change management as well as the importance of proper data stewardship.   Likening an institution's data to its financial resources, Mark challenges administrators to break down data silos before they are “left behind” in this era of rapid technological change.   Links & Notes Read Not Set in Stone: Strategies to Break Down Data Silos and Increase Analytics ROI See Mark's work with AWS Connect with Mark on LinkedIn Connect with Liz on LinkedIn

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

Andrea Young, vice president for finance and administration at DePauw University, and Curtis Wiseley, executive director of MINDful College Connections, speak with Neil Gavigan, policy and advocacy manager at NACUBO, about their innovative approach to better meet the mental health needs of students at Depauw University, Rose-Hulman Institute of Technology, and St. Mary of the Woods College.   With a shared vision and support from the Lilly Endowment, these three institutions created a flexible and responsive consortium to help each member deliver resources when—and where—their students need them.   Links & Notes Learn more about MINDful College Connections Connect with Andrea on LinkedIn Connect with Neil on LinkedIn

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

In 2021, human resources leaders at the University of California, Irvine leveraged changing ideas about the nature of work to introduce “Work Reimagined,” a program designed to retain the institution's culture and community and deliver on its mission while building a human-centric work experience that allows for increased flexibility where and when employees work.   In this episode, UC Irvine's Ramona Agrela, chief human resources officer, vice chancellor, and Michele Quint, executive director health sciences HR & medical center HR join Neil Gavigan, policy and advocacy manager at NACUBO to share about the ongoing process their institution is taking to improve outcomes for the institution and its employees.   Links & Notes Read more about UC Irvine's Work Reimagined program Connect with Ramona on LinkedIn Connect with Michelle on LinkedIn Connect with Neil on LinkedIn Check out NACUBO's other podcasts! Career Conversations CBO Speaks

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

Pete Zuraw, vice president of market strategy and development at Gordian, joins Neil Gavigan, policy and advocacy manager at NACUBO to discuss the latest in higher education facilities management. The conversation centers around the 11th edition of Gordian's State of Facilities in Higher Education study, released earlier this year.   Pete and Neil focus on the various human elements that provide a foundation for higher education facilities: an aging facilities workforce, changing demographics in higher education, and the mission-driven purposes of facilities.   Links & Notes Download The State of Facilities in Higher Education, 11th Edition Download Gordian, APPA, and NACUBO's Framework for Rethinking Collaboration in Higher Education Explore NACUBO's State of Higher Education series Connect with Pete on LinkedIn Connect with Neil on LinkedIn

In this episode, NACUBO's senior director, research and policy analysis, Ken Redd joins vice president, policy and research, Liz Clark to dig into the inputs and impacts of NACUBO's research projects.   Beginning with the 2023 NACUBO-Commonfund Study of Endowments, a report that marks the 50th anniversary of NACUBO's endowment study, they walk through the evolving research process and changing policy considerations of this flagship report on college and university endowments. Next they discuss results of the 2023 NACUBO Tuition Discounting Study—an annual study of tuition discounting practices, the use of institutional grant aid to reduce undergraduate tuition, at private nonprofit institutions. On the whole, Liz and Ken shed light on how these studies help inform business officers, the higher education sector, and members of the public about key trends in higher education finance.   Links & Notes Download the 2023 NACUBO-Commonfund Study of Endowments Read the press release: U.S. Higher Education Endowments Report 7.7% Return for FY23 While Spending More in Support of Their Missions Read the 50-year NACUBO endowment study retrospective Download the 2023 NACUBO Tuition Discounting Study Read the press release: Annual NACUBO Tuition Discounting Study Finds Financial Aid Awards on the Rise Read insights from Wofford College about tuition discounting Learn more about NACUBO Research Connect with Liz on LinkedIn Connect with Ken on LinkedIn

During the 2024 NACUBO Annual Meeting, NACUBO will unveil a new Student Success Hub, a toolkit designed to offer pragmatic approaches to evaluate and sustain student equity and student success initiatives. The Hub is the result of work from NACUBO that has been supported by three 3-year grants to produce a bank of resources to strengthen schools' ability to analyze financial and student outcomes-related data.   In this episode, NACUBO's vice president for policy and research, Liz Clark speaks with Kelli Rainey, Ed.D., senior director for grants management about the project and Amber Randolph, senior vice chancellor for administration and economic development, and chief financial officer at Rutgers University-Newark to learn more about the journey she and representatives from the 25 other participating colleges and universities undertook to develop this important project.   Links & Notes Listen to NACUBO In Brief Episode 84: Breaking Down Silos to Create and Sustain Equitable Student Outcomes Connect with Amber on LinkedIn Connect with Liz on LinkedIn Connect with Kelli on LinkedIn

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

Sharon Butler is deeply familiar with the “uneasiness and concerns” that international students face when it comes to paying tuition and other expenses. As Executive Vice President of Global Education at Flywire, a global payments enablement company that partners with institutions across the world, she is looking for solutions to these problems. In a conversation with NACUBO's Bryan Dickson, director, student financial services and educational programs, Sharon shares findings from a recent a survey of more than 1,800 students across the world and talks about the importance of reducing friction to help students find the right solution.   Links & Notes View Flywire's study Unlocking the Door to Higher Education Connect with Sharon on LinkedIn Connect with Bryan on LinkedIn

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

On the heels of a recent fly-in advocacy day on Capitol Hill, NACUBO's director, government affairs, Ashley Jackson speaks with policy and advocacy manager Neil Gavigan about the state of play in Congress. The conversation touches on highlights from that fly-in and examines how fallout from the protracted FY24 appropriations process, along with upcoming elections, may affect the legislative calendar for months to come.   Links & Notes Visit NACUBO's Advocacy Issues Page Watch NACUBO's Advocacy 101 Webinar Connect with Ashley on LinkedIn Connect with Neil on LinkedIn

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

Every year, students and families rely on federal student aid to make decisions about higher education. As the Department of Education has struggled to implement a streamlined version of the Free Application for Federal Student Aid (FAFSA), pressure has steadily increased on students, families, and the institutions that serve them. In this episode, Justin Draeger, president and CEO of the National Association of Student Financial Aid Administrators (NASFAA) joins NACUBO's Bryan Dickson, director of student financial services and educational programs, to discuss the far-reaching challenges brought about by this rough rollout.   Links & Notes Visit NASFAA's FAFSA Simplification Center Watch NACUBO's Update on “Better FAFSA” Implementation Connect with Justin Draeger on LinkedIn Connect with Bryan Dickson on LinkedIn

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

In this special episode, Kara Freeman, NACUBO's president and CEO, interviews two familiar higher education colleagues about their recent book, The Resilient University: How Purpose and Inclusion Drive Student Success.   Throughout the conversation, Freeman Hrabowski III, president emeritus, and Lynne Schaefer, vice president emerita for finance and administration at the University of Maryland, Baltimore County (UMBC), share insights earned through careers in together in higher education leadership at UMBC. Their discussion touches on the role leaders must play in meeting campus challenges, building an inclusive community, the purpose and value of higher education, and much more.   Links & Notes The Resilient University: How Purpose and Inclusion Drive Student Success NACUBO's State of Higher Education Series: More Is Possible With Higher Education Connect with Kara on LinkedIn Connect with Lynne on LinkedIn Watch this episode on YouTube

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