First-Timer Orientation |
Monday, August 4
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Field of Study: Personal Development |
Program Level: Overview
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CPE Credits: TBD |
Speakers: Carina Celesia Moore
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Description
Join other first-timers to start the networking and gather useful information about BMI. This fast-paced orientation will be fun and informative as you jumpstart BMI and get the most out of the experience.
Learning Objectives
By the end of this session, participants will:
- Hear about the top five things to know about getting the most out of BMI.
- Participate in Speed Networking activity.
- Meet new colleagues and learn about them.
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Elective 1: Strategic Budgeting
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Monday, August 4
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Field of Study: Business Management & Organization |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Callie Jaurez and Edith Winterhalter |
Description
This session offers a practical and conceptual framework for aligning financial resources with institutional priorities in higher education. Participants will explore various budget models, strategic planning tools, and best practices that support transparency, data-informed decisions, and cross-campus collaboration. Through case examples, interactive activities, and real-world challenges, attendees will gain tools to lead or support strategic budgeting on their campuses. Emphasis is placed on aligning budgeting practices with mission-driven goals and performance outcomes to enhance institutional effectiveness.
Learning Objectives
By the end of this session, participants will:
- Define strategic budgeting and describe its purpose within higher education.
- Explore tools such as scenario planning and cost-benefit analysis to support strategic resource allocation.
- Identify best practices for planning, governance, and stakeholder engagement.
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Elective 4: Activate Your Strengths
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Monday, August 4
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Field of Study: Personal Development |
Program Level: Basic
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CPE Credits: TBD |
Speakers: The Culture People |
Description
Uncover your strengths and explore what makes you unique! In this energizing session, you'll learn the foundational concepts of CliftonStrengths, discover your top talents, and start turning them into strengths you can use every day. Whether you're brand-new to Strengths or need a refresher, you’ll gain fresh insights, greater self-awareness, and practical ways to grow and thrive. Get ready to activate your potential and lay the groundwork for collaboration, leadership, and long-term impact.
Learning Objectives
By the end of this sessions, participants will:
- Understand the language and framework of CliftonStrengths.
- Recognize individual talents and apply them productively to build strengths in yourself and others.
- Discover how a strengths-based approach can transform performance, engagement, and impact.
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Elective 5: Biscuit Bites - Leadership Lessons from Ted Lasso
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Monday, August 4 |
Field of Study: Management Services |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Diane Fennig |
Description
Whether you have followed the Ted Lasso series or not, the leadership lessons will spotlight some ideas on navigating and positioning yourself as a leader. Some ideas within the session will challenge you to unlearn and relearn how to lead in today's environment. Join Diane Fennig as we embrace the changes and redesign how we lead, follow, and tell the stories for our team. Remember, your leadership must always be practiced.
Learning Objectives
By the end of this session, participants will:
- Be challenged to assess their leadership practices.
- Discover and experiment with some new success strategies in storytelling and leadership.
- Unlearn some practices that are not serving you and your teams as you move to your next.
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Track 3 Strategic Planning | Work-Life Integration Strategies |
Monday, August 4 |
Field of Study: Personal Development |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Carina Celesia Moore |
Description
One of the positive results of the global pandemic includes a deeper look of how we want to spend our time on earth. The relationship between work and life is a constant ebb and flow of time, attention, and energy, and there are tools to help establish and nurture harmony between them. In this interactive session, you will explore the myth of "work-life balance," and be introduced to an integrated perspective and pragmatic approach to addressing often competing responsibilities. You will discover support, tools, and strategies, that encourage the necessary mind shifts and ultimate transitions to the new, more effective, and less stressful integrated world of work-life. Be prepared to leave with new tools and actions you can implement right away as you strategize to navigate your work-life integration going forward.
Learning Objectives
By the end of this session, participants will:
- Experience practices and tools to enhance work-life harmony.
- Deep dive into concepts of self-care, resilience, boundaries, gratitude, and the importance of meaning in work.
- Create a practical action plan to optimize your functioning both professionally and personally, maximizing your work-life integration strategies.
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Elective 1: Advanced Budgeting Techniques/Scenarios
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Tuesday, August 5
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Field of Study: Business Management & Organization |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Callie Jaurez and Edith Winterhalter
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Description
This advanced session explores how strategic budgeting principles can be applied to real-world financial challenges through the lens of two active campus cases: one from an academic college and another from a central administrative unit—both currently facing structural budget deficits. Presenters will guide participants through the root causes of the deficits, including enrollment shifts, cost drivers, historical budget practices, and operational inefficiencies. Participants will then engage in interactive, scenario-based work groups to analyze each case and develop strategic, data-informed budget solutions that consider institutional priorities, stakeholder engagement, and long-term sustainability.
Learning Objectives
By the end of this session, participants will:
- Analyze the financial and operational factors contributing to structural deficits in academic and administrative units.
- Develop strategic budget solutions that align with institutional goals and address both immediate and long-term challenges.
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Elective 2: Building a Stronger Institution: Workforce Planning & Organizational Design for Higher Ed Professionals |
Tuesday, August 5
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Field of Study: Business Management & Organization |
Program Level: Overview
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CPE Credits: TBD |
Speakers: Sara Reed and Megan Villasenor |
Description
This session introduces higher education professionals to the fundamentals of workforce planning and organizational design to strengthen institutional effectiveness. Participants will learn strategies to assess staffing needs, align human capital with strategic goals, and design agile organizational structures. The session will also explore data-informed decision-making and change management approaches to support successful implementation.
Learning Objectives
By the end of this session, participants will:
- Identify the core principles of workforce planning and organizational design in a higher education context.
- Evaluate change management strategies that support the successful implementation of organizational design initiatives.
- Apply core concepts of organizational design to structure teams and departments for improved efficiency, collaboration, and impact.
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Elective 3: Maximize Your Strengths
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Tuesday, August 5
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Field of Study: Personal Development |
Program Level: Intermediate*
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CPE Credits: TBD |
Speakers: The Culture People
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Description
Ready to take your CliftonStrengths to the next level? In this engaging session, we’ll build on your Strengths foundation, and dive deeper into applying your talents to collaborate, lead, and drive impact. We'll explore theme dynamics, the four Strengths domains, and practical strategies for leading projects, influencing others, and navigating challenges. Discover how to apply practical tools to lead with greater authenticity and purpose, build strong partnerships, and turn your talents into a superpower for you and your team.
Learning Objectives
By the end of this session, participants will:
- Explore theme dynamics and the four domains of strengths.
- Deepen self-awareness and apply talents strategically to strengthen collaboration and success.
- Navigate "watchpoints" and manage perceptions to lead with greater authenticity, and maximize your impact by using your strengths consistently, strategically, and intentionally every day.
*Participants should have completed a previous WACUBO BMI strengths course such as “Discover Your Strengths” or “Activate Your Strengths,” or another previous CliftonStrengths course.
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Elective 5: Work 3.0 - Navigating Our Next - Teams and Trust |
Tuesday, August 5
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Field of Study: Management Services |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Diane Fennig |
Description
In this interactive session, we will discuss how we work in 2025. Two team development ideas will be detailed, and customizable materials will be shared. The first, Operators Manual, will help you re-norm your groups and reintroduce your teammates to each other. The second will focus attention on the individual players within your teams and their contributions in Stay Interviews. If you are ready to reframe some of your team development work with a focus on retention, join us for this conversation.
Learning Objectives
By the end of this session, participants will:
- Re-think their strategies on retention.
- Review and customize two potential staff development ideas for their teams.
- Build success in creating a retention strategy for their teams.
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Elective 6: Leadership & Team Excellence |
Tuesday, August 5
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Field of Study: Personnel/Human Resources |
Program Level: Intermediate*
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CPE Credits: TBD |
Speakers: Byron Fitch |
Description
This session explores the dynamic relationship between effective leadership and high-performing teams within higher education environments. Participants will examine leadership models, team development frameworks, and evidence-based strategies that support collaboration, trust, and accountability. Through interactive discussions and scenario-based activities, attendees will deepen their leadership capabilities and learn how to cultivate team cultures that drive institutional success. The session is designed for professionals with foundational leadership experience who are ready to expand their impact and influence.
Learning Objectives
By the end of this session, participants will:
- Evaluate leadership principles and practices that enhance team performance in higher education settings.
- Apply strategies to strengthen communication, collaboration, and trust within teams.
- Implement practical tools to lead and develop high-performing teams in real-world organizational contexts.
*Participants should have a foundational understanding of leadership principles and some experience working in or managing teams. Familiarity with organizational dynamics in higher education or similar settings is recommended.
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Track 1 - Intro to BMI | The Art of Informational Interviewing |
Tuesday, August 5
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Field of Study: Personal Development |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Carina Celesia Moore |
Description
One of the most effective, yet untapped professional development tools available, is “informational interviewing.” No matter where you are in your career, having a focused conversation with a professional who works in a position, career field, or organization that interests you, can help you gain a greater perspective on your own professional pursuits. If you want to re-energize your career goals whether in-person or virtually, join this interactive session and you will leave with tips and tools ready to explore the art of informational interviewing.
Learning Objectives
By the end of this session, participants will:
- Review the key components to successfully prepare for, conduct, and follow-up on informational interviews.
- Choose informational interviewing questions that resonate and will be used by participant.
- Practice mock informational interviews in the role of the information seeker and the role of the interviewer.
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Track 2- Case Studies | Intro to Case Study Format & Learning Leadership Lessons |
Tuesday, August 5
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Field of Study: Business Management & Organization |
Program Level: Overview
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CPE Credits: TBD |
Speakers: Joyce Lopes, Amber Blakeslee, Yolanda Anglin, Queen King, Melissa Jarnagin |
Description
The Track 2 curriculum provides a stimulating and challenging environment in which students work closely with colleagues and BMI faculty. The case study process introduced on Tuesday morning, August 6 is put into practice with Case Study Small Groups discussing the participants’ individually prepared case studies.
Learning Objectives
By the end of this session, participants will:
- Build confidence and gain awareness / new perspectives.
- Learn new strategies for how to tackle difficult challenges.
- Meet new people from other institutions - build your network!
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Track 2 - Case Studies | Creating Coaching Conversations |
Tuesday, August 5
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Field of Study: Personnel/Human Resources |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Carina Celesia Moore |
Description
The most effective business officers in higher education are those who approach people and projects with positivity and a sense of curiosity. Innovative organizations have leaders who serve as a “coach”— someone who enables a culture where ongoing, coaching conversations about performance and professional development are a common practice throughout the year. In this interactive session, you will explore how to get to the heart of meaningful matters in moments through the art of asking powerful, open-ended questions. You will gain useful tools and techniques to increase your effectiveness in creating coaching conversations that employees want, and that inspire their best work.
Learning Objectives
By the end of this session, participants will:
- Compare and contrast coaching, advising, counseling, mentoring, training, consulting.
- Practice using “powerful questions” to create coaching conversations people want.
- Reflect on potential actions for creating coaching conversations at work.
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Track 1 - Intro to BMI | Strategic Synergy |
Wednesday, August 6
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Field of Study: Business Management & Organization |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Byron Fitch |
Description
This session introduces the essential concepts of strategic planning and organizational culture within higher education. Participants will explore how strategy and culture influence each other and why engaging stakeholders is important in shaping effective plans. Through guided discussions and simple interactive activities, attendees will gain a clearer understanding of how strategic thinking supports institutional goals. The session is designed for those new to strategic planning or looking to build a foundational understanding of how culture and collaboration contribute to successful outcomes.
Learning Objectives
By the end of this session, participants will:
- Identify the basic principles of strategic planning and their role in higher education settings.
- Recognize the importance of stakeholder involvement in shaping strategic direction.
- Understand how organizational culture can influence and support strategic goals.
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Track 1 - Intro to BMI | Career Navigation |
Wednesday, August 6
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Field of Study: Personal Development |
Program Level: Basic
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CPE Credits: TBD |
Speakers: Diane Fennig |
Description
Your campus has invested in you and BMI as your professional development; how will you curate your next steps now? This interactive session, led by Diane Fennig, former Career Management Director, College Administrator, and now Search Consultant, will give you some strategies and tactics for getting your career on track or re-inventing yourself for your next career appointment.
Learning Objectives
By the end of this session, participants will:
- Review and reflect on your career path and set important milestones for success.
- Consider alternatives in reinventing your career and career path.
- Examine personal and career goals and verify that they align with your aspirations and desired results.
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