Andres Chan | Director, University of Southern California
Deston Halverson | Research Administration Specialist, University of California San Diego
Lupe Valencia | Interim Vice President for Administration & Finance, The University of the Virgin Islands

Description

This workshop is designed to provide business officers a solid grants management and administration foundation. Understanding key concepts, overarching policy, related methodologies and identifying value-added activities are key to successfully managing sponsored research. In this workshop, you will learn about the governing regulations and compliance requirements for Sponsored Research projects (and how they are applied) at your institution. Additionally, it is critical to understand and differentiate the roles for Central Administration and for Departmental Administration at your institution.  You will learn how to formulate options that are most applicable and coordinate research plans with campus leadership (VPR, CFO, VPs, Deans, Chairs) and with PIs. Finally, developing relationships with other business officers is an essential piece of any WACUBO event. Attendees will leave this workshop with a network of colleagues who have similar roles and responsibilities, and who face many of the same challenges and opportunities.

Learning Objectives

By the end of this session participants will be able to:

• Describe elements of sponsored agreements and arching applicable guidance.
• Improve Internal Controls to assist the compliance process.
• Apply methodologies used to monitor Service / Recharge Centers.
• Manage allowable Direct Costs and Indirect Costs.
• Apply and manage the “Grants and Contracts Life Cycle” (from beginning to closing) for Sponsored Research.
• Identify applicable Data Analytics that should / could be employed at your institution.
• Discuss the facilities and administrative (“F & A”) cost proposal process and the related negotiations with cognizant agencies for long form schools.

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Description

Get beyond the basics of accounting and reporting and expand your knowledge and effectiveness as a leader in higher education accounting and reporting. This workshop offers the attendees a solid review of the theoretical framework of higher education accounting and reporting. Operational, investing, and financing activities of the institution are reviewed – along with the impact of these activities on the financial statements. Additional information on analyzing and interpreting financial statements will be provided, along with excellent networking opportunities with colleagues throughout the WACUBO region.

Learning Objectives

By the end of this session participants will be able to:

• Discuss the purpose of fund accounting systems and its relevance in today’s reporting formats.
• Explain the differences between operating and non-operating activities.
• Analyze recognition issues pertaining to revenue and expenses.
• Recognize relevant laws and account standards that govern endowments, gifts, and restrictions.
• Identify the difference between financing capital and operating activities.
• Identify the basic financial statements and information included in financial reports.

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Description

Learning Objectives

By the end of this session participants will be able to:

• Gain an understanding of the history and evolution of higher education.
• Identify our stakeholders, governance structures and key business processes.
• Gain a basic understanding of factors that influence fiscal processes

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Description

This highly interactive workshop will focus on basic higher education budgeting concepts, budget development and management, and its connection to an organization’s mission and goals. Through budgeting process case studies presented at the workshop, participants will be provided with practical tools and strategies to apply to their day-to- day work

Learning Objectives

By the end of this session participants will be able to:

• Explore the concepts and components of a higher education budget process.

• Create a budget for a sample program or department.
• Review tools and techniques for on-going budget management.
• Propose and evaluate budget options through workshop case studies.
• Recognize connections between the budgeting process and institutional mission and goals.

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