Workshop Series: Unit & Academic Business Officer and Grant Management

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Date: September 10-12, 2018
Location: Hilton San Diego Airport/Harbor Island, San Diego, CA
Time: 8:00 am-5:00 pm

Workshop Series: Unit & Academic Business Officer

The evolution of the business officer as a strategic partner is stressing fundamentals and infusing new thinking and techniques. This workshop is geared toward early and mid-career professionals.

Learning Objectives

Attend this interactive and applied workshop to build your foundation for success and add value to your organization.

  • Develop an action plan for adding value to your organization.
  • Raise your awareness about challenges and ethical issues.
  • Develop your role as a strategic partner to lead change.
  • Practice techniques for interacting and communicating effectively with faculty, administrators, students and your peers.
  • Explore ways to improve processes in complex environments.
  • Build a network of colleagues who have similar roles and responsibilities and who face many of the same challenges and opportunities.


Rondi Stein, Assistant Vice President of Academic Administration at the University of San Diego.
Jeffrey Ratje, Associate Dean, Finance and Administration for the division of Agriculture, Life and Veterinary Science, and Cooperative Extension at the University of Arizona at Tuscon.

Workshop Series: Grant Management

The workshop is designed provide business officers a solid grants management and administration foundation.

Learning Objectives

Attend this workshop and learn how to successfully manage sponsored research.

  • Understand elements of sponsored agreements and arching applicable guidance.
  • Learn value added activities to improve internal controls to assist the compliance process.
  • Develop an understanding of methodologies used to monitor service/recharge centers.
  • Refine your understanding of facilities and administrative cost proposal process and related negotiations.
  • Understand elements of federally negotiated fringe rates, proposals and related issues.
  • Build a network of colleagues who have similar roles and responsibilities and who face many of the same challenges and opportunities.


Andres Chan, Director at the University of Southern California in the Office of Financial Analysis.
Ken Erickson, Director of Research Management & Compliance at the University of Utah.

CPE Information

CPE Credits Awarded: 23
Field of Study:
Management Advisory Services
Program Level:

Registration Fee

Member Registration Fee: $400 for each, $600 for both
Non-Member Registration Fee: $450 for each, $650 for both

Refund/Cancellation Policy

Refunds will be given upon written request 30 days prior to program, less a $50 cancellation fee. Substitutions are allowed at any time at no additional charge.

Hotel Information

Hilton San Diego Airport/Harbor Island
1960 Harbor Island Drive, San Diego, CA 92101

Discount Rate: $159 - guaranteed until August 10, 2018.

Click here to book online or call (800) 445-8667 and mention WACUBO.

The Western Association of College and University Business Officers (WACUBO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: