Welcome to Seattle   Registration Info & Rates   Pre Conference Workshop   Lodging and Transportation   Special Events   Golf Tournament   Past Annual Conferences

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

Sunday | Monday | Tuesday | Wednesday

Tuesday | May 2


8:00 a.m. - 4:00 p.m. Registration


9:00 a.m. - 10:15 a.m.

Keynote Session II

Rhetoric and Reality: Four Questions for Higher Education

Daniel Greenstein, Bill and Melinda Gates Foundation

Daniel GreensteinHigher education has become known as a bridge to opportunity, an essential means to economic development and social mobility. But evidence suggests that the bridge is becoming too hard to navigate, with a toll too high. The 2016 election suggests that there is growing anxiety and anger over gaps between the rhetoric and reality of institutions such as higher education. Dr. Greenstein will pose questions that higher education leaders - including and especially CFOs - should consider as they plot a course forward.



10:15 a.m. - 11:00 a.m. Business Partner Showcase/Refreshment Break


11:00 a.m. - Noon Concurrent Sessions IV

The Real Impact of Virtual Reality on Your Institution: Reducing the Cost of Higher Education

Ben Fineman, Internet2, Program Manager MET+ Video, Voice and Collaboration Services
Shel Waggener, Internet2, Senior Vice President


With the recent release of immersive virtual reality head mounted displays like the Oculus Rift, HTC Vive, and Google Cardboard, we are witnessing a surge of both popularity and interest in virtual and augmented reality applications. The higher education community is well positioned as a leader in applying emerging technologies to improve learning outcomes. In this session we will explore how institutions are already using VR and AR platforms in the real world, and how these new applications are poised to decrease the cost of higher education while increasing our effectiveness in accomplishing our academic missions.


Help Your Employees/Help Yourself: The Bottom Line on Supportive Work Environment
Barbara Ashby, UC Davis, WorkLife and Wellness Manager

In this workshop you will learn about best practice programs and policies that attract, retain and engage a talented workforce. Hear about research that demonstrates the benefits of work-life integration enabling employees and students to be effective at work, school and home. Leave with ideas and tools to make your teams happier, healthier and more productive.


Leading Higher Education’s Integration of Analytics to Achieve Institutional Strategic Goals
Sue Menditto, Director, Accounting Policy, NACUBO
Mitch Wein, Chief Administrative Officer and Vice President for Finance, Treasurer and Member of NACUBO Ad Hoc Committee on Analytics, Haverford College
Greg Depong, Controller and Member of NACUBO Ad Hoc Committee on Analytics, Michigan State University


Higher education business officers are facing unprecedented challenges in supporting the mission and strategic goals of their institutions. Now, more than ever, it is essential to have robust business intelligence and analytics to help with decision making. Numerous efforts to develop useful analytics and business intelligence for higher education are developing within institutions and with business partners. However, since the industry does not have a common, coordinated, effort for analytics; comparability and reliability is compromised.

NACUBO has identified the need to lead higher education’s integration of analytics to achieve institutional strategic goals as a strategic priority. Success will include development of standard definitions and metrics that can be effectively used across higher education. During this session, NACUBO staff and members of the NACUBO Analytics Committee will discuss the importance of managerial and analytical information to the higher education industry and introduce the goals and objectives of the analytics strategic initiative. The session leaders will provide a national perspective on the use of analytics, present research findings, best practice examples and underlying principles to be considered when developing an analytics plan will be addressed. The session will also include an interactive component to gather feedback from the participants that will help inform and provide direction for this strategic initiative.


Transformational Impact of Complex and Unusual Gifts
Daniel Wood, California State University, Pomona
Jonelle Beck, University of the Pacific
Chris Aiello, US Trust
Moderated by Michael Wagschal, US Trust


As a generation of aging donors finalizes plans for transferring their wealth, philanthropy often assumes a role of greater importance in their legacy planning strategy. A desire to minimize capital gains and estate taxes and avoid probate compels many individuals and families to propose gifts of securities, business partnerships, timber holdings, farms, ranches, energy interests and artwork to charitable entities. Yet many organizations restrict gifts to cash and marketable securities to avoid some of the complexities involved in gifts of specialty assets.

This Session, using live examples, will expose the steps management and board can take to safely widen the spectrum of gift acceptance, understand the motivations of high net worth individuals and develop a roadmap to identify endowment gifts that can prove to be transformational for capital campaigns.


Liability and Litigation in University Retirement Plan Management
Jamie McCrary, Retirement Plan Consultant, SageView Advisory Group
Catrina Blackwell, Partner, Moss Adams
Lori Husein, Vice President for Business Administration/Treasurer, Claremont University Consortium
Christian Hancey, Partner, Nixon-Peabody



The Evolving Impact of Traumatic Brain Injury (TBI) on Educational Institutions
John McLaughlin, Managing Director, Higher Education Practice
Arthur J. Gallagher Risk Management Services, Inc.
Rhonda Hurwitz, Esq., Senior Claims Counsel, United Educators

The medical science and legal landscape associated with traumatic brain injury (TBI) arising out of participation in college sports is evolving. So too are the risk management practices being adopted for managing this high profile risk. In addition, all this uncertainty has insurers/reinsurers on tenterhooks as they seek greater clarity of their past and future liabilities associated with TBI.


Noon - 1:45 p.m. Magic with Nash FungMember Appreciation Luncheon with the Magic of Nash Fung

Business officers make magic happen on their campuses, so now it’s time for some WACUBO magic. Join us for an exciting show from renowned Seattle magician, Nash Fung. From wowing Penn & Teller on national TV, to making Seahawk Richard Sherman scratch his head in disbelief, Nash’s magic show is an experience you won’t want to miss. His act combines visual magic, thought-provoking mind-reading, and a whole lot of devilish surprises that’ll keep you baffled and entertained. When he is not performing, Nash dedicates his time as a passionate volunteer in the Seattle community.



2:30 p.m. - 3:30 p.m. Concurrent Sessions V

Campus Collaboration: Advanced Procurement of Cloud Solutions

Ben Fineman, Internet2, Program Manager MET+ Video, Voice and Collaboration Services
Shel Waggener, Internet2, Senior Vice President

Moving information technology services to “the cloud” at an institution of higher education is a complex endeavor. Traditional state procurement processes add to this complexity because their rigidity does not work well for the cloud environment, which changes frequently and quickly. Since 2012, the peer-driven Internet2 NET+ initiative has focused on identification, development, and stewardship of secure, reliable, and cost-effective cloud solutions for higher education. Over the last year, fourteen state procurement officers have worked with Internet2 to further enhance and streamline university processes in acquiring cloud services. Learn about the NET+ procurement process, using recommendations by a working group from member institutions and procurement experts representing a broad cross-section of public procurement.


The Secrets of Becoming a Great Leader
Sue Anderson, UC San Diego, Director of Staff Education and Development

Even if you’re on the right track, you’ll get run over if you just sit there.” With the unprecedented number of potential CBO retirements over the next few years, you need to demonstrate your leadership potential now! Don’t miss out on the leadership opportunities this exodus is creating because you haven’t acted on your professional development plan. This session is for leaders and aspiring leaders who understand what it takes to be a great leader but need a plan for making the behavior changes that will get them to the next level of leadership. Research-based methods for developing habits that move good intentions to goal-directed behavior will be explored. Participants will leave the session with a “Practice Plan” based on the leadership skill of their choice.


10 Things a Project Manager Should Never Do
Hampton Sublett, UC Davis, Director of Financial Sustainability

You’ve read, and maybe even have written, the top 5 or 10 things you should know to be a successful project manager. Let’s turn it around and look at it from the “other” side! In this session, you’ll learn equally as valuable information about what NOT to do, based on 20 years of experience leading projects from IT implementations to business process redesigns.


Better Together
K.C. Hall, Portland State University, CFO
Alison Nimura, Portland State University, Business Intelligence Team Manager

How does a large urban university take it's financial reporting system to the next level?  New software and a cross-functional team to make it as useful as intended.  This session is a case study on how that cross-functional team was formed and the elements that led to its ongoing success.


FASB Update
Laura Roos, Partner, Moss Adams and Katy Roig, Associate Vice President and Controller, University of San Diego

In this session, we will cover new standards recently released by the Financial Accounting Standards Board (FASB), including Accounting Standards Update 2016-14 Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities. Join us for this session as we discuss:
  • Recently issued standards
  • Currently effective standards
  • Ideas on how to get ready for lease, revenue recognition and financial statement standards


Financial Modeling: Telling Your Financial Story
Lisa Frace, Associate Vice President, Budget and Planning and Chief Budgeting Officer, Arizona State University
Joe Smith, Associate Vice President, Finance, Gonzaga University
John Cebula, Associate Controller, Chapman University
Frank Candio, Director, PFM Solutions
Brendon Rosenbluth, Senior Managing Consultant, PFM Solutions

Financial models are more than numbers on a page. They also tell a story about the financial future of your Institution. The ability to articulate the story to all stakeholders is critical to understanding and acting upon mission critical initiatives.

Business and finance officers will benefit from learning how to build a story that will resonate at the finance committee and Board Levels. Panelists will share successes and lessons learned in developing and organizing an effective strategy for engaging and supporting senior management and other key stakeholders on campus.


2:45 p.m. - 3:45 p.m. Business Partner Showcase/Refreshment Break


3:45 p.m. - 5:00 p.m. General Session II

Triumph Over Active Shooting: Be Facilities Ready

Frank DeAngelis, Natalie Hammond and Kristina Anderson

Frank DeAngelis, Natalie Hammond and Kristina Anderson

Over the last 15 years, educational settings like Sandy Hook Elementary School, Columbine High School, and Virginia Tech University have become synonymous with the term “active shooter” on campus. We are honored to welcome Frank DeAngelis, principal of Columbine High School (Retired); Kristina Anderson, Virginia Tech shooting survivor, and founder, The Koshka Foundation for Safe Schools; and Natalie Hammond, former lead teacher of Sandy Hook Elementary School to our annual meeting where they will share their very personal stories. All too well do we know that an active shooter situation is not just a public safety/security issue, as facilities professionals are asked more and more to interact with responders about buildings, mechanical and locking systems, personnel, and overall building management.

On December 14, 2012, Natalie Hammond was wounded multiple times in the shooting at Sandy Hook Elementary School in Newton, CT. Hammond has been an elementary school educator for 19 years. She currently serves as an assistant principal at an elementary school and works with her 26 Angels Foundation. Hammond speaks on the importance of increased communication and positive partnerships that lend themselves to preparedness and action not only in Public Safety but with Facilities.

Frank DeAngelis became principal of Columbine High School in Littleton, CO in 1996. He was the lead administrator on site on April 20, 1999 when two students entered the high school with weapons; he came in contact with one of the shooters and was able to shepherd students to safety. and was later looked upon to lead during the immediate aftermath of the violence. DeAngelis will talk about the importance of being prepared to know your buildings and understand the importance of relaying information about systems in your building. He retired in June of 2014 after 35 years at Columbine HS and is presently a consultant on safety and emergency management for the Jefferson County School District. Kristina Anderson is a survivor of the 2007 Virginia Tech tragedy, when as a sophomore in college was shot three times inside Norris 211, one of the most critically affected classrooms on campus. Anderson started the Koshka Foundation for Safe Schools, a nonprofit organization dedicated to improving campus safety education by incorporating the perspective of survivors and lessons learned from past experiences to training. She currently speaks to law enforcement, educators, first responders and the public on the importance of personal preparedness, pre-planning for emergencies and steps to prevent future violence.


5:30 p.m. - 6:30 p.m. Presidential Reception

Join outgoing President Jean Vock as she turns the gavel over to incoming President Robert Moore. Hosted wine, beer, and soft drinks. Hors d’oeuvres will be served.


6:30 p.m. - 9:00 p.m. Dinner on Your Own

From casual eating at communal tables to award-winning fine dining, Seattle is home to a wealth of restaurants representing local and global cuisines, many just a short walk from the host hotel. Check out the options at LINK TO BROCHURE and make a reservation to dine out with WACUBO friends and business partners.


8:30 p.m. - 11:00 p.m. WACUBO After DarkWACUBO After Dark/Closing Night Dance

After dinner, join WACUBO back at The Westin for dessert and dancing to the sounds of a popular Seattle band. Hosted desert, wine, beer, and soft drinks.