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Click on a day below for a list of that day's sessions.

Sunday | Monday | Tuesday | Wednesday

Sunday | April 30


6:30 a.m. - 3:00 p.m. Golf Tournament

The Golf Club at Newcastle, WAJoin us for the 2017 WACUBO Annual Golf Tournament, a day of golfing fun and networking with your colleagues. Capping 350 expansive, hilltop acres, The Golf Club at Newcastle is the premier Pacific Northwest golf course and event destination. The property features 36 holes of championship golf, framed by stunning, panoramic views of Lake Washington, Mt. Rainier, the Olympic and Cascade Mountains, and the Seattle skyline. When playing golf in Seattle, no venue offers a more picturesque Pacific Northwest view.

All golfers, young and old, beginners and experienced; here’s your opportunity to golf on a stunning Pacific Northwest course. Round-trip transportation, grab-n-go breakfast, and a seated lunch are provided. Club rentals are available.

April 30, 2017
Bus departs The Westin Seattle at 6:30 a.m.
Shotgun start promptly at 8:00 a.m.
Bus departs for The Westin Seattle at approximately 2:20 p.m.

Click here to register for the golf tournament.


8:00 a.m. - 5:00 p.m. Registration


9:00 a.m. - Noon Pre-Conference Workshop

Lessons in Leadership & Followship

Diane Fennig, Senior Consultant, The Human Capital Group, Inc.

Your campus team supports your professional development and has witnessed your potential for the next level of leadership. This pre-conference session will unfold best practices in continuing to develop your leadership, followship and professional presence. Join Diane for an interactive session to sharpen yourself as a polished and resourceful higher education business officer. After this session, you will be able to schedule a one-on-one with Diane to design your personalized plan.

Click here to get more information on the pre-conference workshop.


1:00 p.m. - 2:00 p.m. Speed Networking

Networking is known as one of the most effective professional development techniques used by people in all stages of their careers. Join us for an interactive networking event where you will make connections and have fun meeting WACUBO members from across the region. You will gain tips and tools for networking, meet new professional contacts, and participate in a Speed Networking activity that will have the room buzzing. Be sure to bring business cards and a sense of adventure to this engaging event.


2:00 p.m. - 3:45 p.m. Concurrent Sessions I

Reframing Higher Education’s Economic Models
Jacalyn Askin, Ph.D., NACUBO Economic Models Project Manager
Randy Roberson, NACUBO Director of Strategic Initiatives


NACUBO has undertaken a two-year project to help member institutions navigate the changing dynamics of current higher education economic models. The project will illustrate the current state of economic models of higher education, set a vision for what future economic models might looks like, and assist governing boards, presidents, their leadership teams, and their stakeholders to engage in the difficult work of structural and cultural change within higher education. In this session, we will discuss the metrics institutions use to monitor their economic health, key dimensions of institution’s economic models and strategies leaders may implement to initiate necessary change.


But Aren’t We Tax-Exempt? UBIT in the Higher Education Context
Kyle Richard, University of Washington, Tax Director

The Unrelated Business Income Tax (UBIT) is an oft-misunderstood part of the tax code that can impact campus initiatives and operations when it is not appropriately considered and planned for. This presentation will provide a primer (or refresher) on UBIT, when it may apply, exemptions, managing campus and investment UBIT, and how to structure programs and transactions to minimize UBIT exposure.


Navigating and Leveraging Generational Differences Through Inclusive Leadership
Keenan Barr and Chuck Shelton, Greatheart Consulting

This session will focus on helping leaders solve for intergenerational conflict and to create an inclusive workplace by identifying some of the major intergenerational challenges today, and then delving into practical ways to lead inclusively - with the goal to turn those hurdles into high-performing experiences that will bring better results. Whether you consider yourself playing catch up with intergenerational challenges, you are a seasoned navigator across generational lines, or you are somewhere in between, this workshop will fuel your effectiveness as an inclusive leader.


GASB Update
Scott Simpson, Partner, Moss Adams

This session will identify and discuss new accounting and auditing pronouncements for public colleges and university financial reporting. New projects and other changes underway at the accounting Boards will also be presented together with the implications for higher education.


Next Generation Default Options for 403(b) Retirement Plans
Timothy J. Pitney, TIAA; Pete Kaplan, PK Financial Group, Inc.
Brian Petros, CEO and Co-Founder, PK Financial Group, Inc.
Marvin Briskey, CPA, Senior Vice President and Chief Financial Officer, Franklin University


The Pension Protection Act of 2006 (PPA) dramatically shifted the way employees invest in their retirement plan. Target Date Funds (TDF's) have become the investment of choice (or default), largely due to behavioral tendencies and the fiduciary protection offered by PPA. While TDF's have much to offer they are certainly not a panacea for holistic retirement success.

Participants seek more income solutions in their plan which TDF's do not offer. As a result, the retirement industry is making available new, innovative solutions that combine the success of Target Date Funds, and the use of guaranteed income sources within default structures.


Recruiting and Retaining Students in a Global Marketplace: A Discussion about Supporting and Enhancing the International Student Journey
Tammy Drechsler, Vice President of Business Development for Universities-West, Sodexo

Attracting and retaining international students can be especially impactful to an institution's financial performance, its reputation and perceived brand value. Attendees will explore ideas and research around specialized housing that meets the unique needs of international students. Rigorous course loads, language barriers and cultural differences can lead to difficulty assimilating to both college life and a new environment far from home. Key to attracting and retaining international students is enhancing quality of life; creating an environment that helps them transition to life on campus with both the familiarity and comforts of home and ways to explore and connect on campus.

Attendees will leave this session with a robust understanding of the international student journey and have valuable insights on influencing that journey through campus life and housing programs, leading to better recruitment and higher satisfaction on your campus.


6:30 p.m. Opening EventOpening Event Reception and Dinner

Join us for WACUBO’s opening event at MOHAI. The Museum of History and Industry is respected nationally and treasured locally as a dynamic, innovative museum where historical exploration inspires people to create a better future for themselves and their communities. MOHAI tells Seattle’s story through temporary exhibitions and two permanent exhibitions: True Northwest: The Seattle Journey and the Bezos Center for Innovation. True Northwest examines the trials and successes of Seattle’s colorful, sometimes bumpy trek from wilderness to world city. The Bezos Center for Innovation investigates Seattle’s role as a nexus of big ideas and new directions. Come discover the past, as well as the future of creativity and invention in the region.