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Workshop SeriesAnaheim Workshop SeriesNovember 4-6, 2019 | Anaheim, CA7 Workshops to Choose From!1. New to Higher Education (A)Glen Nelson and Mark HeilCourse DescriptionCorporations, whether privately or publicly held, operate with one primary outcome - maximize shareholder wealth. Universities and Colleges are large organizations which operate like a business, but with many different motivations and desired outcomes. This workshop, designed for the new higher education employee, will explore the similarities and differences faced by a professional when beginning a career at a college or university. This includes anyone interested in enhancing their knowledge of the higher education enterprise, processes, and stewardship. Learning Objectives
Who Should AttendIndividuals of all levels and from all divisions within a college or university who have a desire to improve performance by gaining a better understanding of their operating environment will benefit from participation. The workshop is designed for those who are new to higher education or those who wish to gain a better understanding of the higher education environment. 7.5 CPE units in Personal Development 2. Strategy for Higher Education (B)Jeffrey AirdCourse DescriptionStrategy in higher education looks different than in any other sector, yet it’s just as essential. In this workshop we will learn together the essential elements of a higher education strategy and the processes to create one that can energize your team and advance your goals. We will evaluate case studies from different higher education sectors to glean lessons for workshop participants. Learning Objectives
Who Should AttendAnyone interested in improving organizational focus, engagement, and outcomes. We will provide insights for both the mid-level leader who is trying to align her work as well as to the executive trying to design a more comprehensive strategy for an entire college or university. Approximately 7.5 CPE units in Management Advisory Services 3. Three C’s of Higher Education Budgeting: Concepts, Creation, and Connections (C)Linda Kosten and Sarah MagnumCourse DescriptionThis 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
Who Should AttendThis workshop is designed for professionals who are new to higher education, those with little exposure to budgeting, and those responsible for financial oversight in departmental and academic units and who want to enhance their knowledge in budgeting processes and fiscal stewardship. 7.5 CPE units in Budgeting 4. Lean Process Improvement (D)Robyn Pennington and Alexis NaiknimbalkarCourse DescriptionMany organizations follow dated policies and procedures because of the tradition of “That’s how it’s always been done.” Process improvement techniques can greatly increase productivity and efficiency and/or reduce the cost of operations by eliminating waste and non-value added steps and uncovering the root causes of systematic quality issues. In most cases, only a small percent of all activities supporting business processes add value for customers and end-users. Learning Objectives
Who Should AttendIndividuals interested in learning Lean concepts and process mapping with desire to improve performance. This session is highly interactive and the concepts are presented using games, exercises, and demonstrations. Participants will leave prepared to map/analyze their own process. No prerequisites required. Approximately 7.5 CPE units in Personal Development 5. University & Academic Business Officers (E)Rondi Stein and Jeffrey RatjeCourse DescriptionThe world of higher education is changing – are you prepared? The evolution of the business officer as a strategic partner is stressing fundamentals and infusing new thinking and techniques. Attend this interactive and applied workshop to build your foundation for success and add value to your organization. This workshop is geared toward early and mid-career professionals. Learning Objectives
Who Should AttendThis workshop is designed for higher education professionals responsible for business administration in a college, school. Division, department and other units. Individuals from central administration who are interested in understanding unit operations and the faculty mindset are encouraged to attend as well. Approximately 7.5 CPE units in Management Advisory Services 6. Shared Services (F)Megan Villasenor and Jon MarchettaCourse DescriptionColleges and universities across the country are facing the daunting task of transitioning to a shared services model. The University of California, Davis will share best practices developed over the past several years that address the challenge of designing, implementing, and sustaining a shared services center. Learning Objectives
Who Should AttendIndividuals at all levels who have responsibility in the decision, design, and/or implementation of a successful shared services center at a college or university. Project managers, change managers, change agents, decision makers, administrative leaders will all benefit from this workshop. Approximately 15 CPE units in Management Advisory Services 7. Higher Education Accounting & Reporting (G)Michael Baumert and Frank WasilewskiCourse DescriptionGet beyond the basics of accounting and reporting and expand your knowledge and effectiveness as a leader in higher education finance. This workshop officers a solid review of the theoretical framework of higher education accounting and reporting. Additional information on analyzing and interpreting financial statements will be provided, along with excellent networking opportunities with fellow colleagues throughout the WACUBO region. Learning Objectives
Who Should AttendThis course is intended for those who already have a basic knowledge of the principles, but want to brush up on or expand their knowledge in the arena – including updated information and pronouncements from FASB, GASB and AICPA. Suggested Prerequisite: NACUBO’s Essentials of College and University Accounting (ECUA) – online self-study course. Approximately 14 CPE units in Accounting Registration1-Day Workshop Options | Early-Bird $375 | After Oct. 1 $425**A – New to Higher Education (Mon) 2-Day Workshop Options | Early-Bird $525 | After Oct. 1 $575**F – Shared Services (Mon/Tue) 3-Day Workshop Options | Early-Bird $675 | After Oct. 1 $725**AG – New to Higher Education (Mon) / Higher Education Accounting and Reporting (Tue/Wed) ** Rates listed are for WACUBO Institution members. Non-members pay an additional $100 in registration. HotelHyatt Regency Orange County Please register for workshop before booking room and/or travel. Room Rate: $139 per night Reservations: (714) 750-1234 and mention WACUBO or book online. Cancellation PolicyRefunds 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. ContactThe 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: www.nasbaregistry.org. |