On behalf of the 2010 Program Committee, it is my pleasure to invite you to WACUBO’s 72nd Annual Meeting in Anaheim California. The theme for our 2010 meeting is “Creating Magic in Difficult Times".
To help prepare us for the issues that we need to address, the Program Committee has planned a well-rounded mix of technical and personal skills and topics that will be available throughout the entire conference. We have been working hard to prepare a schedule packed with a variety of sessions that include hearing what Institutional presidents want, measuring organizational performance, compliance, emergency planning and professional development. With our keynote, four general, and sixteen concurrent sessions, you will be sure to find many options that match both your interests and institutional needs.
This year’s annual meeting will provide us with the opportunity to regain our perspective and to hear from speakers that will re-energize us, provide us with valuable insights, and share professional information that we can utilize for both ourselves and our institutions. Be sure that you mark your calendar for May 2 - 5, 2010 so that you do not miss out on these valuable sessions, the opportunities to network, and the chance to relax and enjoy fun and exciting Disneyland.
Daniel D. Morris
Program Committee Chair
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PROGRAM SPEAKERS AND TOPICS FOR THE 2010 ANNUAL MEETING
Keynote and General Sessions
Welcome Address
Speaker: Jim Doti, President, Chapman University
Key Note Address
Speaker: Brad Montgomery, Motivational Speaker/Publisher/Author & Software Developer
Presentation Title: Ordinary Magic: The Funny Business of Happiness
Description: A fundamental truth is that our quality of (work) life has a direct relationship to the quality of our work. In other words, if we can be happier at work, we tend to work smarter, be more creative, relate better to others, provide better patient/family care and - in the end - be more productive. How can enjoying yourself at work help you achieve more? Do you wish you had specific tips for doing just that? Come ready to laugh as you learn; hear Brad’s powerful message about ordinary magic and happiness – things we all can use more of in our lives! Using his skills as a comedian and magician to cover specific - and very funny - techniques, Brad will remind us that life is both fun and funny. He’ll help us learn how to ramp up the happiness (levity, humor, lightheartedness and, dare we say, “fun”) in our lives at work. Work in hospice and palliative often takes us to the most somber side of life; Brad will take us to a place filled with inspiration and humor - the perfect mixture for returning to our work energized, renewed and happy!
General Session 1
Speaker: Jason Dorsey, Bestselling Author, Generational Expert
Presentation Title: Crossing the Generational Divide
Description: Bridging the Four Generations in Today’s Schools - For the first time in US history, four distinctly different generations are working side by side in today’s schools. Each of these four generations (Matures, Baby Boomers, Generation X, and Generation Y) is guided by a different set of values, beliefs, and expectations. In Bridging the Four Generations in Today’s Schools, bestselling author Jason Ryan Dorsey entertainingly reveals each generation’s preferences and priorities – and where they have common ground. Filled with laugh-out-loud stories, surprising statistics, and step-by-step strategies, participants leave Bridging the Four Generations in Today’s Schools prepared to unite and lead their colleagues of all ages.
General Session 2
Speaker: Tom Tripp, Professor, Washington State University Vancouver
Presentation Title: Preventing Revenge in Bad Times: Be Fair, Look Fair
Description: In bad economic times, workplace conflict often increases. Employees don’t feel that they are being treated fairly, and then sometimes even the score. Such workplace revenge causes and escalates office conflicts, from the mundane, such as giving one the silent treatment, to the serious, such as suing an employer. One common cause of workplace revenge is feeling like one has received an unfair outcome from unfair or unknown decision-making procedures. Fortunately, this is the most preventable cause. That is, while employees receiving outcomes they do not prefer (e.g., losing out on a promotion, being laid off) is often unavoidable, especially in current economic times, using unfair and unknown procedures is avoidable. And when an employer uses obviously fair procedures, amazingly, employees tolerate “unfair” outcomes. In this session, participants will learn what kinds of “unfair” outcomes prompt revenge considerations, and what kinds of procedures squelch revenge considerations. Indeed, participants will learn what features a decision-making procedure needs to have for employees to perceive it as fair. Also, managers will learn how to deliver bad news (e.g., termination) in a way that is perceived as fair. Learning these skills will allow managers to minimize the fallout from budget cuts and layoffs.
General Session 3
Speaker: Mary O'Hara Deveraux, CEO, Global Foresight
Presentation Title: Finding Targets No One Else Can See - Creating the Future Magic in Higher Education
Description: Nothing is more important to the future than robust and stellar higher education and yet the roadmap to achieve this remains elusive. Creating the future magic demands a hero’s journey of epic proportions. Who should take this journey and what will it be like? What does the future context look like and how can you spot the right weak signals to invest in when the strong signals of the present are such strong blinders. We will take a hard look at the future and return to where we are today and focus on the ‘art of the start’ of this journey.
General Session 4
Speaker: Disney Institute
Presentation Title: Disney's Approuch to Quality Service
Description: This Program is designed to help you improve your organization's quality service by immersing you in the successful Disney model. You will observe Disney's attention to detail and see for yourself how Disney trains its Cast Members (employees) to treat its guests (customers) as VIPs. Through interactive exercises and classroom sessions, our professional facilitators invite you to discover how to match your organization's service standards with successful delivery systems that consistently promote and ensure quality service. Come to the Disney Institute, the only training destination with a living laboratory, where we offer you the opportunity to see how Disney provides the legendary service for which it is famous.
• Anticipate the needs, wants and emotions of your customers in order to exceed their service expectations
• Bring "personality" to your organization by establishing a service theme and standards
• Design a delivery system that focuses on the employees, environment and processes that enhance quality service
• Create a service plan that integrates service standards and delivery systems that promote quality
Concurrent Sessions (including Tales from the Front)
Concurrent Session 1
Speaker: Ruth Johnston, Associate VP, Strategy Management,Finance & Facilities, U of WA
Presentation Title: Performance Measurement
Description: In this session you will learn about the underlying principles associated with some of the most widely used practices for measuring organizational performance, including the Balanced Scorecard. Participants will have an opportunity to discuss these principles and practices in the context of their organizations. In preparation for this session, each participant should review the performance metrics for their organization.
Concurrent Session 2
Speaker: Jerry Farley, President, Washburn University
Presentation Title: Accounting Update
Description: Pacioli wrote about account rules over 500 years ago. The concepts he described have remained, for the most part, unchanged since. One would think accounting would not often change. Oh how wrong. Each year the accounting Gods at FASB and GASB regularly prescribe new standards. This session will focus on recently issued standards applicable to higher education and the potential impact they may have on our accounting transactions and financial reporting. For the accountophile this is a session not to miss.
Concurrent Session 3
Speaker: Jim Pulliam, CIO, Salt Lake Community College
Presentation Title: Red Flag: What it is, Who Must Comply, and the Impacts to The Institution
Description: The Federal Trade Commission (FTC), the federal bank regulatory agencies, and the National Credit Union Administration (NCUA) have issued regulations (the Red Flags Rules) requiring creditors to develop and implement written identity theft prevention programs, as part of the Fair and Accurate Credit Transactions (FACT) Act of 2003. It is important to understand who must comply with the rules, how to position your institution for compliancy with the rules, and assessing impacts to your organization. Requirements include listing and detecting your red flags as well as preventing and mitigating identity theft with an appropriate response.
Concurrent Session 4 (Tales from the Front)
Speaker: Naomi Goodwin, Assistant VP for Administration & Finance, CSU Fullerton
Chris Manriquez, Acting CIT Officer, CS Fullerton
Presentation Title: Leading The Way
Description: “You can design and create, and build the most wonderful place in the world. But it takes people to make the dream a reality.” Walt Disney - Never were Walt Disney’s words truer for higher education business officers than they are today. Grappling with and tackling today’s issues and complexities requires knowledgeable, skilled, and motivated leaders prepared to guide institutions through increasingly difficult and unprecedented times. Across our institutions, “graying” of faculty, administrators, and staff, coupled with significantly reduced, if not all but eliminated, professional development funding make providing meaningful and cost-effective leadership development all the more essential.
Concurrent Session 5
Speaker: Jason Dorsey, Bestselling Author, Generational Expert
Presentation Title: Y-Size Your Business: How Gen Y Employees Can Save You Money and Grow Your Business
Description: Born between 1977 and 1995, Gen Y employees are entering the workforce in record numbers. Along with a new view of “business casual,” Gen Y adheres to a different set of workplace beliefs and priorities than other generations already employed. Gen Y’s attitude toward work can make us a growing challenge or a strategic opportunity depending on how business leaders respond. In Y-Size Your Business, Jason cuts through the stereotypes to teach participants Gen Y’s workplace mindset. As a member of Gen Y, Jason is uniquely qualified to share his generation’s employment perspective. He then reveals a step-by-step process and specific actions that employers can adopt to unlock the talent, loyalty, creativity, and performance of this emerging workforce.
Concurrent Session 6
Speaker: DP Harris, VP Information Systems, Loma Linda University
Presentation Title: Social Networking-Lingo: What Have They Done With My Language?
Description: Our language has been slowly transforming over the past ten years to include words that our grandparents would barely recognize. When did “text” become a verb? Isn’t “Mashup” something you do with potatoes? Can you “Digg” an “RSS Feeds” if you don’t live on a farm? Join us for a delightful journey through the emerging world of 21st century tech-lingo. Sometimes funny, never boring. Come learn the language as only a storyteller can deliver it.
Concurrent Session 7
Speaker: Nate Johnson, Police Chief, Sonoma State University
Presentation Title: Emergency Planning for Business Officers
Description: This session will cover an update on emergency preparedness and management for business officers, including an update in State and Federal mandated training, the foundation and key assignments and concerns of emergency planning, active shooter incidents, emergency operations center considerations, and related sections of the Higher Education Opportunity Act. This presentation will cover some planning basics then transition to specific topics, including business continuity planning and new related mandates. Given the time allotment for this presentation, areas covered will focus on emergency management considerations for business officers. Participants will develop a better understanding of their roles during a disaster and emergency plan activations, and how new laws will effect local planning and training activities.
Concurrent Session 8 (Tales from the Front)
Speaker: Stacy Lutz Davidson, Assistant Treasurer-Director of Investments, Colorado College
Kelly Murdock, Senior VP, Wells Fargo Brokereage Services, LLC
Presentation Title: Variable Rate Bonds: Good Times-Bad Times....
Description: As a result of the economic crises that higher education is facing, the Colorado College began to re-evaluate the success and role of the variable-rate debt as it relates to the risks in question. The College concluded with four points in mind and analyzed the continuation of the variable-rate debt, with or without a swap agreement, converting some or all to fixed-rate with varying maturities and fixed-rate bullets. By sharing our experiences and research with other higher educational institutions, we hope it may assist others who are contemplating the issuance of variable-rate debt or are beginning to discuss restructuring their current debt portfolio.
Concurrent Session 9
Speaker: Jim Doti, President, Chapman University
Presentation Title: The Impact of Economic and Demographic Trends in Higher Education
Description: This session will look at the latest economic and demographic trends and address the implications of these trends to admissions and tuition pricing.
Concurrent Session 10
Speaker: Julie Chesley, Assistant Professor, Colorado College
Presentation Title: Appreciative Inquiry
Description: Appreciative Inquiry focuses on creating images of an organization’s preferred future by generating and applying knowledge that comes from inquiry into moments of excellence, periods of exceptional competence and performance in the organization’s past. By investigating and engaging in dialogue about those times when people have felt most alive and energized, Appreciative Inquiry links the positive core of the organization’s current reality to visions and images of what the organization aspires to be in the future. Appreciative Inquiry is a perspective that can be used with any change process in human systems – community building, innovation, strategy development, productivity, program development, customer service, organization culture, leadership, marketing etc. In short, Appreciative Inquiry provides a theory and process for organizational growth and development that views change as a continuing process offering constant challenge and opportunity.
Concurrent Session 11
Speaker: Tom Tripp, Professor, Washington State University Vancouver
Presentation Title: Conflict Escalation - 10 Practical Steps to Control
Description: Simple slights and misunderstandings often escalate into bigger conflicts, even feuds, in the workplace. In this session, participants will learn why such escalation occurs, and thus what they can do to prevent it or de-escalate it. In particular, participants will learn about many of the ways each disputant mentally tricks oneself into believing that oneself is the virtuous victim while the other disputant is the aggressive villain. Such perceptual misdirection is surprisingly easy and common, especially when one starts obsessing about how one has been wronged. Once we understand how disputants trick themselves, the steps to control conflict escalation become clear. To this end, participants will learn 10 questions they can ask themselves at the beginning of a conflict to better understand the conflict and prevent escalation. These questions can be asked by the disputants themselves, or by the managers who must mediate their employees’ feuds.
Concurrent Session 12 (Tales from the Front)
Speaker: Aaron Howell, Director of Business Affairs, OSU
Presentation Title: Aligning Business Operations With The Strategic Plan
Description: This interactive workshop will challenge participants with new perspectives on the delivery of business and human resources services. We will share our experiences in aligning support services operations with the strategic plan of the university and offer practical solutions and tools for assessing business structures, systems, and processes. The workshop will engage participants in a discussion of strategies for planning and implementing major change initiatives and leveraging effective practices. It will be designed to provide an opportunity to collaborative learning, networking, and ‘building bridges’ with colleagues.
Concurrent Session 13
Speaker: Laird Burton, Manager, Office of Emergency Management, University of Alberta
Presentation Title: The Magic of Bowties
Description: This interactive presentation will explore the use of BowTies as a risk analysis technique which works well with the Enterprise Wide Risk Management approach. The focus will be on how to amaze your friends and faculty with:
• How to build a BowTie
• How to ‘Tie the Bow’
• What to wear it with…
• How to register risks in your own BowTie
Come and Learn to ‘Perform’ your own BowTie to inject a little magic into boring risk management meetings!
Concurrent Session 14
Speaker: Kay Iwata, President, K.Iwata Associates, Inc.
Presentation Title: Eggshell Conversations
Description: “I know I should say something but…..”:
• I am afraid I will just make things worse.
• It won’t make any difference anyway so why bother.
• I don’t know how to bring it up.
Sound familiar? Seeking some of that Tinker Bell magic to make these kinds of difficult conversations go away? Well this session can’t make them disappear. But it will give you an approach and tools to help you be more effective and less stressed. In fact as you become more adept you will find they provide great learning opportunities that carry through to one’s personal life. The platform for this interactive session will be working on common diversity dilemmas that often go unaddressed until they become a crisis because they are considered eggshell issues.
Concurrent Session 15
Speaker: Kim Kvaal, Associate VP, Business & Finance, University of San Francisco
Lyrae Williams, Director of Budget, Colorado College
Presentation Title: Making The Most of Your Professional Development Dollars in Difficult Times
Description: With limited $’s, each investment must be strategic including the investment of professional development for yourself and your staff - how do you decide what you and your staff need?
• NACUBO competency matrix?
• Other tools?
• Soft skills vs. technical skills – what’s really important?
Types of PD
• Annual meetings
• Workshops
• Institutes
• Webcasts
• CD based training
• Campus based training
Using PREP to help find the right opportunities. Other resources – SCUP, AICPA, local audit firms, others?
Concurrent Session 16 (Tales from the Front)
Speaker: Patty Charlton, Senior VP, College of Southern Nevada
Greg Gammon, Chief, City of Las Vegas Fire & Rescue
Presentation Title: How Community Colleges Benefit From Public-Public Partnerships
Description: In the face of economic downturn and dwindling resources, how an innovative community college and city government were able to develop a win-win collaboration for a partnership benefits the college, the city’s fire department services and personnel, enhances the protection of citizens in the community, and educational opportunities for students K-12 school district.
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