Sunday | April 30


6:30 a.m. - 3:00 p.m. Golf Tournament

The Golf Club at Newcastle, WAJoin us for the 2017 WACUBO Annual Golf Tournament, a day of golfing fun and networking with your colleagues. Capping 350 expansive, hilltop acres, The Golf Club at Newcastle is the premier Pacific Northwest golf course and event destination. The property features 36 holes of championship golf, framed by stunning, panoramic views of Lake Washington, Mt. Rainier, the Olympic and Cascade Mountains, and the Seattle skyline. When playing golf in Seattle, no venue offers a more picturesque Pacific Northwest view.

All golfers, young and old, beginners and experienced; here’s your opportunity to golf on a stunning Pacific Northwest course. Round-trip transportation, grab-n-go breakfast, and a seated lunch are provided. Club rentals are available.

April 30, 2017
Bus departs The Westin Seattle at 6:30 a.m.
Shotgun start promptly at 8:00 a.m.
Bus departs for The Westin Seattle at approximately 2:20 p.m.

8:00 a.m. - 5:00 p.m. Registration


9:00 a.m. - Noon Pre-Conference Workshop

Lessons in Leadership & Followship

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, followship and professional presence. Join Diane for an interactive session to sharpen yourself as a polished and resourceful higher education business officer. After this session, you will be able to schedule a one-on-one with Diane to design your personalized plan.


1:00 p.m. - 2:00 p.m. Speed Networking
Jennifer Radke, Chief Administrative Officer, BFTV Cluster, UC Davis

Networking is known as one of the most effective professional development techniques used by people in all stages of their careers. Join us for an interactive networking event where you will make connections and have fun meeting WACUBO members from across the region. You will gain tips and tools for networking, meet new professional contacts, and participate in a Speed Networking activity that will have the room buzzing. Be sure to bring business cards and a sense of adventure to this engaging event.


2:00 p.m. - 3:45 p.m. Concurrent Sessions I

Reframing Higher Education’s Economic Models
Jacalyn Askin, Ph.D., NACUBO Economic Models Project Manager
Randy Roberson, NACUBO Director of Strategic Initiatives


NACUBO has undertaken a two-year project to help member institutions navigate the changing dynamics of current higher education economic models. The project will illustrate the current state of economic models of higher education, set a vision for what future economic models might looks like, and assist governing boards, presidents, their leadership teams, and their stakeholders to engage in the difficult work of structural and cultural change within higher education. In this session, we will discuss the metrics institutions use to monitor their economic health, key dimensions of institution’s economic models and strategies leaders may implement to initiate necessary change.


But Aren’t We Tax-Exempt? UBIT in the Higher Education Context
Kyle Richard, University of Washington, Tax Director

The Unrelated Business Income Tax (UBIT) is an oft-misunderstood part of the tax code that can impact campus initiatives and operations when it is not appropriately considered and planned for. This presentation will provide a primer (or refresher) on UBIT, when it may apply, exemptions, managing campus and investment UBIT, and how to structure programs and transactions to minimize UBIT exposure.


Navigating and Leveraging Generational Differences Through Inclusive Leadership
Janai Wallace and Chuck Shelton, Greatheart Consulting

This session will focus on helping leaders solve for intergenerational conflict and to create an inclusive workplace by identifying some of the major intergenerational challenges today, and then delving into practical ways to lead inclusively - with the goal to turn those hurdles into high-performing experiences that will bring better results. Whether you consider yourself playing catch up with intergenerational challenges, you are a seasoned navigator across generational lines, or you are somewhere in between, this workshop will fuel your effectiveness as an inclusive leader.


GASB Update
Scott Simpson, Partner, Moss Adams

This session will identify and discuss new accounting and auditing pronouncements for public colleges and university financial reporting. New projects and other changes underway at the accounting Boards will also be presented together with the implications for higher education.


Next Generation Default Options for 403(b) Retirement Plans
Paul Bailin, TIAA
Pete Kaplan, PK Financial Group, Inc.
Brian Petros, CEO and Co-Founder, PK Financial Group, Inc.
Marvin Briskey, CPA, Senior Vice President and Chief Financial Officer, Franklin University


The Pension Protection Act of 2006 (PPA) dramatically shifted the way employees invest in their retirement plan. Target Date Funds (TDF's) have become the investment of choice (or default), largely due to behavioral tendencies and the fiduciary protection offered by PPA. While TDF's have much to offer they are certainly not a panacea for holistic retirement success.

Participants seek more income solutions in their plan which TDF's do not offer. As a result, the retirement industry is making available new, innovative solutions that combine the success of Target Date Funds, and the use of guaranteed income sources within default structures.


Recruiting and Retaining Students in a Global Marketplace: A Discussion about Supporting and Enhancing the International Student Journey
Tammy Drechsler, Vice President of Business Development for Universities-West, Sodexo

Attracting and retaining international students can be especially impactful to an institution's financial performance, its reputation and perceived brand value. Attendees will explore ideas and research around specialized housing that meets the unique needs of international students. Rigorous course loads, language barriers and cultural differences can lead to difficulty assimilating to both college life and a new environment far from home. Key to attracting and retaining international students is enhancing quality of life; creating an environment that helps them transition to life on campus with both the familiarity and comforts of home and ways to explore and connect on campus.

Attendees will leave this session with a robust understanding of the international student journey and have valuable insights on influencing that journey through campus life and housing programs, leading to better recruitment and higher satisfaction on your campus.


4:00 p.m. - 5:30 p.m. Business Partner Showcase Opening and Kickoff Social


6:30 p.m. Opening EventOpening Event Reception and Dinner

Join us for WACUBO’s opening event at MOHAI. The Museum of History and Industry is respected nationally and treasured locally as a dynamic, innovative museum where historical exploration inspires people to create a better future for themselves and their communities. MOHAI tells Seattle’s story through temporary exhibitions and two permanent exhibitions: True Northwest: The Seattle Journey and the Bezos Center for Innovation. True Northwest examines the trials and successes of Seattle’s colorful, sometimes bumpy trek from wilderness to world city. The Bezos Center for Innovation investigates Seattle’s role as a nexus of big ideas and new directions. Come discover the past, as well as the future of creativity and invention in the region.

Monday | May 1


7:00 a.m. - 4:30 p.m. Registration


7:30 a.m. - 8:30 a.m. Business Partner Showcase Breakfast


8:30 a.m. - 10:00 a.m. Keynote Session I

Welcome Address
The Untapped Advantage of Organizational Health

Patrick Lencioni
Keynote speaker Patrick LencioniAddressing the model in his cornerstone book, The Advantage, Pat makes the overwhelming case that organizational health “will surpass all other disciplines in business as the greatest opportunity for improvement and competitive advantage.” While too many leaders are still limiting their search for advantage to conventional and largely exhausted areas like marketing, strategy and technology, Pat believes there is an untapped gold mine sitting right beneath them. Instead of trying to become smarter, he asserts that leaders and organizations need to shift their focus to becoming healthier, allowing them to tap into the more-than sufficient intelligence and expertise they already have. He defines a healthy organization as one with minimal politics and confusion, high degrees of morale and productivity, and low turnover among good people. Drawing on his experience consulting to some of the world’s leading teams and reaffirming many of the themes cultivated in his other best-sellers, Pat reveals the four steps to achieving long-term success.


10:00 a.m. - 10:45 p.m. Business Partner Showcase Refreshment Break


10:45 a.m. - Noon Concurrent Sessions II
STARS - Leading by Example through Sustainability Reporting
Ruth Johnston, Vice Chancellor, Planning and Administration, University of Washington, Bothell
Jenny McNamara, Portland State, Sustainability Manager
Toni Miyamoto, Colorado State, Communications Director
Yolanda Cieters, Seattle University, Sustainability Manager
Claudia Frere-Anderson, University of Washington, Sustainability Director


Hundreds of colleges and universities across the country are using the Sustainability, Tracking, Assessment and Rating System (STARS) to gather data about campus sustainability performance. This panel of campus sustainability experts will share their perspectives and lessons from the field about using STARS to engage stakeholders, manage strategic priorities and create opportunities for continuous improvement that reduce University campuses’ environmental impact, while engaging the curriculum and research components with sustainability initiatives. STARS is a significant management tool for universities because it provides transparency and outcomes, while contributing to our nation’s climate change discourse.


Re-Imagining the Capital Planning Process
Joe Kline, Washington State University, Associate VP for Facilities Services
Dan Costello, Washington State University, Associate VP for Facilities Services
Olivia Yang, Washington State University, Interim Vice President for Finance and Administration


In the Summer of 2015, Washington State University embarked on a new path to plan and prioritize major capital improvements for its main campus located in Pullman, WA as well as its campuses in Vancouver, Everett, Spokane, and Tri-Cities. WSU prototyped a ‘need based’ approach with academic leadership rather than a ‘building based’ approach. The results of this new process cascaded through the university’s prioritization for major, mid-major, and even minor capital improvement projects.


Lean Journey to Re-Engineering Faculty Letters of Offer Using Lean Methodology
Michael Schwantes, University of New Mexico Health Sciences Center, CFO
Lisa Gamboa, University of New Mexico School of Medicine, HR Administrator
Jeanne Marquardt, University of New Mexico School of Medicine, Executive Project Director


This session will describe how the University of New Mexico, Health Sciences Center, School of Medicine used the Lean methodology to reduce cycle time for generating a faculty letter of offer. This was a manual process with a high amount of rework and re-processing due to non-standardization, multiple signature and lack of training.


What Every CFO Needs to Know from the HRO
Josh Mackey, Metropolitan State University Denver, Director of Human Resources
Shelby Fritz, Clover Park Technical College, Director of Human Resources and Title IX Coordinator
Kartha Heinz, The Seattle School of Theology and Psychology, Director of Human Resources


Our panelists will share their individual perspectives from the lens as human resources leaders at a large public university (Metropolitan State University of Denver), a small private university (The Seattle School of Theology and Psychology), and a community college (Clover Park Technical College, Lakewood, WA). Each panelist will address three perennial HR issues such as budget constraints, and three "hot" topics such as Title IX compliance and risk management. They will share their experiences in handling these issues as strategic partners alongside their CFOs.


Achieving Balance - Managing Operating and Capital Goals Under Fiscal Pressure
Jamie Moffitt, Vice President for Finance, Administration and CFO, University of Oregon
Jessica Matsumori, Senior Director/Sector Lead-Education Group, Public Finance, S&P Global Ratings
Ramona M. Sauter, Controller, Santa Clara University
Moderated by Erin Gore, Executive Vice President, National Manager, Education and Nonprofit Banking, Wells Fargo Bank

Balancing a university’s strategic goals has rarely been more challenging than now, given the need to maintain enrollment growth while keeping tuition costs for students reasonable. This is particularly challenging in an environment of low investment returns, uncertain levels of state funding, and other revenue pressures. How are universities managing these challenges while continuing to adequately fund programs and meet their capital spending objectives while not weakening their underlying credit profile?


Retiree Health Savings - Maximizing the Effectiveness of Your Employee Benefits Spend
Pirie McIndoe, Vice President and Senior Consultant, Sibson Consulting
Timothy Lane, President and CEO, Emeriti Retirement Health Solutions


Presentation and case study including a panel from higher education, benefits consulting and industry to explore actions taken in higher education to manage the previously unsustainable nature of traditional retiree medical benefits while examining new tax efficient alternatives available - benefiting both employees and the institution.

An examination of how institutions can improve overall retiree benefits while controlling cost and minimizing risk. The panel will examine existing retiree medical plans including an objective assessment of the unintended consequences for employers that have eliminated retiree healthcare altogether. Some strategies solve short-term financial concerns but the impact may have long-term side effects on an institution's human capital strategy and workforce planning for many years to come. Pre-funded retiree medical strategies that provide sound fiscal policy can cure a looming financial crisis in higher education. Employer-provided medical coverage for both pre-65 and post-65 retirees varies significantly based on the type of institution, total rewards philosophy, culture and the financial capacity to provide benefits to long service employees.

The Affordable Care Act has also led to the emergence of high deductible health plans with Health Savings Accounts (HSA) and many financial advisors see HSAs as a long-term savings vehicle for retirement. The panelists will discuss HSAs and other retiree medical savings options. The presentation will include:
  • A discussion of traditional retiree medical coverage today including pre-Medicare eligible coverage, Cobra, employer subsidies and unfunded benefit promises.
  • Explore the various retiree medical solutions such as grandfathering/freezing plans, private exchanges, Retiree Health Reimbursement Accounts (HRA), VEBAs and other defined contribution plans employed by some institutions.
  • High Deductible Health Plans and the role of HSAs for retirement.
  • An examination of unintended "side effects" of various strategies. As a result, employees may delay retirement resulting in increased health care costs and workforce planning issues impacting institutional renewal.
  • A review of studies suggesting that a couple aged 65 today will need at least $250,000 in savings just to pay for out of pocket medical expenses throughout retirement.
  • The 401(k) model as an example of how to pre-fund retiree medical benefits throughout the employee's working career - but with even better tax advantages.
  • How an institution can significantly increase the value of your benefits spend by up to 40%, by simply taking advantage of triple tax-free savings opportunities.


Noon - 1:30 p.m. Volunteer Recognition Lunch and NACUBO Update


1:30 p.m. - 2:15 p.m. Business Partner Showcase Dessert


2:15 p.m. - 3:30 p.m. Concurrent Sessions III

Intentionally Designing a Winning Culture
Jennifer Williams, California State University, San Marcos, Director of Campus Climatef
Katy Rees, California State University, San Marcos, Associate VP for Finance and Administrative Services

Culture happens – why not be in the driver’s seat and design a winning culture? When cultures are built with intentionality, aligned and measured for progress, as well as remain a top priority, it benefits the entire organization and can withstand incredible challenges. Join us to learn how to design an engaged culture to propel your organization forward.


An Inconvenient Time for a Crisis: SCU's Response to a Meningitis Outbreak
David Cajigas, Santa Clara University, Director of Finance and Business Services
Sam Florio, Santa Clara University, Director of Risk Management and Compliance
 


Learn how Santa Clara University was able to track the costs of emergency vaccine clinics with only 48 hours of planning to support the University’s response when students were diagnosed with meningitis. While the focus was on health care and medical treatment, this session will describe how the administrative support functions of Finance, Procurement and Operations were key to the success of setting up the vaccine clinics and keeping track of costs from multiple internal and external groups.


Testing a Funding Model’s Adaptability to Change
Ina Lancaster, Pima Community College District, Director of Budget and Reporting
Daniel Soza, Pima Community College District, Director of Administrative Services

A well designed funding model should be responsive to organizational changes at the institutional level without compromising the integrity of the model itself or core model factors. Learn how the Adjunct Faculty Funding Allocation (AFFA) Model developed by Pima County Community College District has evolved since its inception and how it was adaptive and responsive to a major change in the administrative organizational structure.


Cybersecurity
Kevin Villanueva, Director, IT Security, Moss Adams

Staying at the cutting edge of cybersecurity protections can be overwhelming in the ever-growing, shifting digital world.

We will look at the latest threats and trends that are being used as the entry point to data and assets. To help you minimize risk, we will provide an overview of what you and your organization can do to thwart these attacks.

Another very real and ever-growing threat to security is the Internet of Things (IoT), a network of devices that can send and receive data. While these devices offer many benefits by providing luxury and convenience for homes and workplaces and by improving efficiencies, their increased prevalence means increased vigilance for organizations.


Strategies for Capital Finance in an Uncertain Market
Karen Levear, Director, Treasury Operations, University of Oregon
Todd Fraizer, Managing Director, Pricing Group, PFM Financial Advisors, LLC
June Matte, Managing Director, Higher Education, PFM Financial Advisors, LLC


Many of the capital financing decisions we make include considerable planning and long lead times. Given the volatility of today's capital markets with projected rate hikes from the Fed, dueling tax reform proposals from Washington and the uncertainties of events on the international stage, how are Treasury staff and Business Officers able to ensure that their market timing and financing structure decisions are the right ones? This panel will provide an overview of the factors to be considered in planning your approach to the market and provide some strategies for getting the best financial outcomes in these uncertain times.


Content That Connects: How Academic Tools & Programs Are Driving Affordability & Accessibility for Students
Roe J. (RJ) McFarlane, Chief Digital Product Development and Marketing Officer, Follett Higher Education Group

Course material affordability remains the most important goal for many campuses.  Follett has invested over $65M in technology & programs, including OER Courseware, that deliver on the affordability challenge. This session will educate attendees on the myths associated with digital content, what's really happening in the classroom, how adoption behavior drives low cost materials, and what students are looking for in their digital experience.


3:45 p.m. - 5:00 p.m. General Session I

Help Them Grow or Watch Them Go: Career Conversations that Employees Want

Beverly Kaye

Beverly KayeResearch confirms that what employees want most is support for their professional development and career growth, and that offering this to them is the single most powerful tool managers have for driving employee engagement, retention, productivity, and performance results. However, in spite of this information being widely understood and acknowledged, career development often gets ‘sidelined’ and employees are left feeling overlooked and undervalued as a result. In order to achieve and sustain high levels of performance there must be a link between what an individual employee is passionate about and what the organization needs to grow its business. An effective way to insure that linkage is to hold every manager accountable for facilitating periodic professional development discussions with each of their employees. If an individual is positively challenged, finds work to be meaningful, and believes that their manager truly cares about their growth, their engagement will be high.


5:00 p.m. - 6:30 p.m. Business Partner Showcase Wine and Cheese Reception

Tuesday | May 2


7:30 a.m. - 8:30 a.m. WACUBO Breakfast Buffet


8:00 a.m. - 4:00 p.m. Registration


9:00 a.m. - 10:15 a.m.

Keynote Session II

Rhetoric and Reality: Four Questions for Higher Education

Daniel Greenstein, Bill and Melinda Gates Foundation

Daniel GreensteinHigher education has become known as a bridge to opportunity, an essential means to economic development and social mobility. But evidence suggests that the bridge is becoming too hard to navigate, with a toll too high. The 2016 election suggests that there is growing anxiety and anger over gaps between the rhetoric and reality of institutions such as higher education. Dr. Greenstein will pose questions that higher education leaders - including and especially CFOs - should consider as they plot a course forward.



10:15 a.m. - 11:00 a.m. Business Partner Showcase/Refreshment Break


11:00 a.m. - Noon Concurrent Sessions IV

The Real Impact of Virtual Reality on Your Institution: Reducing the Cost of Higher Education

Ben Fineman, Internet2, Program Manager MET+ Video, Voice and Collaboration Services
Shel Waggener, Internet2, Senior Vice President


With the recent release of immersive virtual reality head mounted displays like the Oculus Rift, HTC Vive, and Google Cardboard, we are witnessing a surge of both popularity and interest in virtual and augmented reality applications. The higher education community is well positioned as a leader in applying emerging technologies to improve learning outcomes. In this session we will explore how institutions are already using VR and AR platforms in the real world, and how these new applications are poised to decrease the cost of higher education while increasing our effectiveness in accomplishing our academic missions.


Help Your Employees/Help Yourself: The Bottom Line on Supportive Work Environment
Barbara Ashby, UC Davis, WorkLife and Wellness Manager

In this workshop you will learn about best practice programs and policies that attract, retain and engage a talented workforce. Hear about research that demonstrates the benefits of work-life integration enabling employees and students to be effective at work, school and home. Leave with ideas and tools to make your teams happier, healthier and more productive.


Leading Higher Education’s Integration of Analytics to Achieve Institutional Strategic Goals
Sue Menditto, NACUBO Director of Accounting Policy
Mitch Wein, Senior Vice President and Treasurer, Haverford College; Member of NACUBO Ad Hoc Committee on Analytics
Greg Deppong, Controller, Michigan State University; Member of NACUBO Ad Hoc Committee on Analytics


Higher education business officers are facing unprecedented challenges in supporting the mission and strategic goals of their institutions. Now, more than ever, it is essential to have robust business intelligence and analytics to help with decision making. Numerous efforts to develop useful analytics and business intelligence for higher education are developing within institutions and with business partners. However, since the industry does not have a common, coordinated, effort for analytics; comparability and reliability is compromised.

NACUBO has identified the need to lead higher education's integration of analytics to achieve institutional strategic goals as a strategic priority. During this session, members from NACUBO and from the NACUBO Analytics Committee will discuss the importance of managerial and analytical information to the higher education industry and introduce the goals and objectives of the analytics strategic initiative. The session leaders will provide a framework for discussing analytics, present examples of current practices and underlying principles to be considered when developing an analytics plan. The session will also include an interactive component to gather feedback from the participants that will help inform and provide direction for this strategic initiative.


Transformational Impact of Complex and Unusual Gifts
Daniel Wood, California State University, Pomona
Jonelle Beck, University of the Pacific
Chris Aiello, US Trust
Moderated by Michael Wagschal, US Trust


As a generation of aging donors finalizes plans for transferring their wealth, philanthropy often assumes a role of greater importance in their legacy planning strategy. A desire to minimize capital gains and estate taxes and avoid probate compels many individuals and families to propose gifts of securities, business partnerships, timber holdings, farms, ranches, energy interests and artwork to charitable entities. Yet many organizations restrict gifts to cash and marketable securities to avoid some of the complexities involved in gifts of specialty assets.

This Session, using live examples, will expose the steps management and board can take to safely widen the spectrum of gift acceptance, understand the motivations of high net worth individuals and develop a roadmap to identify endowment gifts that can prove to be transformational for capital campaigns.


Liability and Litigation in University Retirement Plan Management
Jamie McCrary, Retirement Plan Consultant, SageView Advisory Group
Catrina Blackwell, Partner, Moss Adams
Lori Husein, Vice President for Business Administration/Treasurer, Claremont University Consortium
Christian Hancey, Partner, Nixon-Peabody



The Evolving Impact of Traumatic Brain Injury (TBI) on Educational Institutions
John McLaughlin, Managing Director, Higher Education Practice
Arthur J. Gallagher Risk Management Services, Inc.
Rhonda Hurwitz, Esq., Senior Claims Counsel, United Educators

The medical science and legal landscape associated with traumatic brain injury (TBI) arising out of participation in college sports is evolving. So too are the risk management practices being adopted for managing this high profile risk. In addition, all this uncertainty has insurers/reinsurers on tenterhooks as they seek greater clarity of their past and future liabilities associated with TBI.


Noon - 1:30 p.m. Magic with Nash FungMember Appreciation Luncheon with the Magic of Nash Fung

Business officers make magic happen on their campuses, so now it’s time for some WACUBO magic. Join us for an exciting show from renowned Seattle magician, Nash Fung. From wowing Penn & Teller on national TV, to making Seahawk Richard Sherman scratch his head in disbelief, Nash’s magic show is an experience you won’t want to miss. His act combines visual magic, thought-provoking mind-reading, and a whole lot of devilish surprises that’ll keep you baffled and entertained. When he is not performing, Nash dedicates his time as a passionate volunteer in the Seattle community.



1:30 p.m. - 2:30 p.m. Business Partner Showcase Dessert and Grand Prize Give-Away



2:30 p.m. - 3:30 p.m. Concurrent Sessions V

Campus Collaboration: Advanced Procurement of Cloud Solutions

Ben Fineman, Internet2, Program Manager MET+ Video, Voice and Collaboration Services
Shel Waggener, Internet2, Senior Vice President
Erik Lundberg, Assistant Vice President, Research Computing, Collaboration and Strategy, University of Washington


Moving information technology services to “the cloud” at an institution of higher education is a complex endeavor. Traditional state procurement processes add to this complexity because their rigidity does not work well for the cloud environment, which changes frequently and quickly. Since 2012, the peer-driven Internet2 NET+ initiative has focused on identification, development, and stewardship of secure, reliable, and cost-effective cloud solutions for higher education. Over the last year, fourteen state procurement officers have worked with Internet2 to further enhance and streamline university processes in acquiring cloud services. Learn about the NET+ procurement process, using recommendations by a working group from member institutions and procurement experts representing a broad cross-section of public procurement.


The Secrets of Becoming a Great Leader
Sue Anderson, UC San Diego, Director of Staff Education and Development

Even if you’re on the right track, you’ll get run over if you just sit there.” With the unprecedented number of potential CBO retirements over the next few years, you need to demonstrate your leadership potential now! Don’t miss out on the leadership opportunities this exodus is creating because you haven’t acted on your professional development plan. This session is for leaders and aspiring leaders who understand what it takes to be a great leader but need a plan for making the behavior changes that will get them to the next level of leadership. Research-based methods for developing habits that move good intentions to goal-directed behavior will be explored. Participants will leave the session with a “Practice Plan” based on the leadership skill of their choice.


10 Things a Project Manager Should Never Do
Hampton Sublett, UC Davis, Director of Financial Sustainability

You’ve read, and maybe even have written, the top 5 or 10 things you should know to be a successful project manager. Let’s turn it around and look at it from the “other” side! In this session, you’ll learn equally as valuable information about what NOT to do, based on 20 years of experience leading projects from IT implementations to business process redesigns.


Better Together
K.C. Hall, Portland State University, CFO
Alison Nimura, Portland State University, Business Intelligence Team Manager

How does a large urban university take it's financial reporting system to the next level?  New software and a cross-functional team to make it as useful as intended.  This session is a case study on how that cross-functional team was formed and the elements that led to its ongoing success.


FASB Update
Laura Roos, Partner, Moss Adams and Katy Roig, Associate Vice President and Controller, University of San Diego

In this session, we will cover new standards recently released by the Financial Accounting Standards Board (FASB), including Accounting Standards Update 2016-14 Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities. Join us for this session as we discuss:
  • Recently issued standards
  • Currently effective standards
  • Ideas on how to get ready for lease, revenue recognition and financial statement standards


Financial Modeling: Telling Your Financial Story
Lisa Frace, Associate Vice President, Budget and Planning and Chief Budgeting Officer, Arizona State University
Joe Smith, Associate Vice President, Finance, Gonzaga University
John Cebula, Associate Controller, Chapman University
Frank Candio, Director, PFM Solutions
Brendon Rosenbluth, Senior Managing Consultant, PFM Solutions

Financial models are more than numbers on a page. They also tell a story about the financial future of your Institution. The ability to articulate the story to all stakeholders is critical to understanding and acting upon mission critical initiatives.

Business and finance officers will benefit from learning how to build a story that will resonate at the finance committee and Board Levels. Panelists will share successes and lessons learned in developing and organizing an effective strategy for engaging and supporting senior management and other key stakeholders on campus.


3:45 p.m. - 5:00 p.m. General Session II

From Tragedy to A New Normal: Lessons Learned from Columbine, Sandy Hook and Virginia Tech

Frank DeAngelis, Natalie Hammond and Kristina Anderson

Frank DeAngelis, Natalie Hammond and Kristina Anderson

Over the last 15 years, educational settings like Sandy Hook Elementary School, Columbine High School, and Virginia Tech University have become synonymous with the term “active shooter” on campus. We are honored to welcome Frank DeAngelis, principal of Columbine High School (Retired); Kristina Anderson, Virginia Tech shooting survivor, and founder, The Koshka Foundation for Safe Schools; and Natalie Hammond, former lead teacher of Sandy Hook Elementary School to our annual meeting where they will share their very personal stories. All too well do we know that an active shooter situation is not just a public safety/security issue, as facilities professionals are asked more and more to interact with responders about buildings, mechanical and locking systems, personnel, and overall building management.

On December 14, 2012, Natalie Hammond was wounded multiple times in the shooting at Sandy Hook Elementary School in Newton, CT. Hammond has been an elementary school educator for 19 years. She currently serves as an assistant principal at an elementary school and works with her 26 Angels Foundation. Hammond speaks on the importance of increased communication and positive partnerships that lend themselves to preparedness and action not only in Public Safety but with Facilities.

Frank DeAngelis became principal of Columbine High School in Littleton, CO in 1996. He was the lead administrator on site on April 20, 1999 when two students entered the high school with weapons; he came in contact with one of the shooters and was able to shepherd students to safety. and was later looked upon to lead during the immediate aftermath of the violence. DeAngelis will talk about the importance of being prepared to know your buildings and understand the importance of relaying information about systems in your building. He retired in June of 2014 after 35 years at Columbine HS and is presently a consultant on safety and emergency management for the Jefferson County School District. Kristina Anderson is a survivor of the 2007 Virginia Tech tragedy, when as a sophomore in college was shot three times inside Norris 211, one of the most critically affected classrooms on campus. Anderson started the Koshka Foundation for Safe Schools, a nonprofit organization dedicated to improving campus safety education by incorporating the perspective of survivors and lessons learned from past experiences to training. She currently speaks to law enforcement, educators, first responders and the public on the importance of personal preparedness, pre-planning for emergencies and steps to prevent future violence.


5:00 p.m. - 6:00 p.m. Taste of Washington Reception

Join us for The Taste of Washington featuring premium local wines and IPA beers and paired with amazing hors d’oeuvres.


6:00 p.m. - 6:30 p.m. President’s Toast

Join outgoing President Jean Vock as she turns the gavel over to incoming President Robert Moore. Hosted wine, beer, and soft drinks. Hors d’oeuvres will be served.


6:30 p.m. - 9:00 p.m. Dinner on Your Own

From casual eating at communal tables to award-winning fine dining, Seattle is home to a wealth of restaurants representing local and global cuisines, many just a short walk from the host hotel. Check out the options at LINK TO BROCHURE and make a reservation to dine out with WACUBO friends and business partners.


8:30 p.m. - 11:00 p.m. WACUBO After DarkWACUBO After Dark/Closing Night Dance

After dinner, join WACUBO back at The Westin for dessert and dancing to the sounds of a popular Seattle band. Hosted desert, wine, beer, and soft drinks.

Wednesday | May 3


8:00 a.m. - 8:45 a.m. Breakfast Buffet


8:45 a.m. - 10:00 a.m.

Keynote Session III

Accessibility, Diversity & Other Random Thoughts on the World Today

Sherman Alexie

Sherman AlexieAuthor, poet, and screenwriter Sherman Alexie connects readers around the world to the American Indian experience, making them laugh, cry, and think through his semi-autobiographical writings. One of The New Yorker’s 20 top writers for the 21st century, Alexie was described by Men’s Journal as “the world’s first fast-talking, wisecracking, mediagenic American-Indian superstar.” His National Book Award-winning The Absolutely True Diary of a Part-Time Indian, a #1 New York Times bestseller, was named the best Young Adult Book of all time by TIME.

Alexie grew up on the Spokane Indian Reservation in Washington, but it wasn’t until a college professor recognized his “intensity of language, passion, and energy” that he fully committed to writing. Shortly after, his first books of poetry were published, and he began developing into a gifted orator, telling tales of contemporary American Indian life with razor-sharp humor, unsettling candor, and biting wit.

His novels, such as Reservation Blues, Indian Killer, and The Toughest Indian in the World, have won numerous awards and accolades, including Booklist’s Editor’s Choice Award, the PEN/Malamud Award, and Publishers Weekly’s Book of the Year. His anthology of new stories and beloved classics, Blasphemy, was included on Kirkus Reviews, The New York Times, and NPR’s lists of 2012’s best books.

Alexie received Washington State University’s Highest Alumni Award, recognizing the importance of his Native American voice to a broad audience, the Katherine Anne Porter Award in Literature, and Pushcart Prize. He was awarded a 2014 Literature Award by The American Academy of Arts and Letters.


10:15 a.m. - 11:30 a.m. Jenn LimGeneral Session III

Delivering Happiness

Jenn Lim

Lim has been a consultant at Zappos from its start-up days in 2003 to the $2B business it is today. Since 2009, Zappos has been on Fortune’ s “100 Best Companies to Work For” list and has been bought by Amazon.com in a deal valued at $1.2 billion on the day of closing. One of her creations, the Zappos Culture Book, has become a global symbol of how companies can use happiness as a business model to increase productivity and profitability. In 2010, Lim led the launch and management of Tony’ s first book (Delivering Happiness) which has sold over 550,000 copies worldwide and hit #1 on bestsellers lists like the New York Times and USA Today. It was voted one of the best business books by NPR, Inc. Magazine and the Wall Street Journal, remained on the New York Times list for 27 weeks and is now being translated into its 20th language.

Delivering Happiness has evolved from a book to a bus tour, and now a company and global happiness movement represented by people from over 110 countries. Today, Lim is dedicated to growing the Delivering Happiness movement so we can all pay happiness forward! Her address will allow you to experience the story of CEO Tony Hsieh, Zappos.com and Delivering Happiness and hear how Zappos became a thriving example of ‘happiness as a business model’ works, and how the model can be applied to YOUR environment. You will enjoy personal life lessons and discoveries of her journeys with Delivering Happiness and Zappos.


11:30 a.m. - Noon Closing Remarks