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WACUBO Pre-Conference Workshop

Sunday, April 29, 2018 | 9:00 a.m.-Noon
$100 (Pre-registration required)

Lessons in Leadership and Followership

Speaker: 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, followership and professional presence. Join Diane Fennig for an interactive session to sharpen yourself as a polished and resourceful professional in Business Services. After this session, you will be able to schedule a one-on-one with Ms. Fennig, or another career coach, to assist with the design of your personalized plan.

ACUPA Pre-Conference Workshop

Sunday, April 29, 2018 | 9:00 a.m.-Noon
$50 (Pre-registration required)

Financial, Compliance and Risk Management Choices - What’s Policy Have to do With It?

Session 1: Managing Compliance and Risk Through Policy and Procedure Integration

Speaker: Lorna Laney Fink | University Compliance Officer | Lynn University

Explore the workflow between compliance, risk management, and policy management; means of creating top-down policy management programs that incorporate the work and buy-in of the board, the executive team, directors, and all community members including employees and students; creation of effective employee and student training programs that ensure compliance while also providing critical education leading to proper enforcement of policies; and tips for proper policy drafting, tracking, promulgating, and communication.

Session 2: Applying Sarbanes-Oxley to University Policy to Reduce Financial Reporting and Compliance Risk

Speaker: Anthony Graham | Director of Policy Management | University of Pittsburgh

The University of Pittsburgh wanted to better identify and mitigate financial reporting risks by applying Sarbanes-Oxley best practices. Flowcharts and risk matrices were used to identify and test key controls. Control deficiencies identified were in data access, spreadsheet controls, reconciliations, and policies. Remediation efforts led to a reduction in risk and a focus on policy management to support strategic, operational, reporting, and compliance objectives.

Session 3: Gifts and Gratuities: To Accept or Not to Accept?

Speaker: Jessica Teets | Coordinator of the University Policy Office | Purdue University

Are your faculty and staff accepting inappropriate gifts? Are your departments using university funds to reward partners in a way that puts the institution at risk? A total ban on gifts from third parties or on recognizing students, staff, or donors may not be the most effective way to minimize risk. Purdue University implemented a common-sense policy on giving and receiving gifts and gratuities in 2016. Learn what measures the institution established and the lessons learned since putting them in place.