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The 31st Annual National Conference for Independent College and University Chief Academic Officers

November 1-4, 2003
The Savannah Marriott Riverfront Hotel
Savannah, Georgia

The CAO Institute program (November 1-4) included a range of speakers, sessions, and other activities as well as a seminar for spouses of new CAOs. A Fiscal Workshop preceded the conference (November 1).

Click here for presentations and resources made available by the speakers.

Click here for the Academic Awards press release.

Click here for CAO coverage in the Fall 2003 Independent.

Click here to view the 2003 CAO Institute Program. (This is a PDF file. In order to view properly, the minimum software requirement is version 4.0. Adobe Acrobat is available for free from the Adobe Web site.)


See below for conference information and registration materials that were available prior to the Institute.

Summer 2003 Independent newsletter article: Leadership Challenges are Focus of 2003 CAO Institute

Theme

Leadership Challenges: Competition, Resources, and Excellence

The leadership roles of chief academic officers at private colleges and universities are shifting. Surveys, attendance at conference sessions, and publications indicate that CAOs are focusing more of their energies on financial issues, broad institutional concerns, and external relations, in addition to their continuing work to provide a high quality education. The central question is increasingly how to provide an excellent education despite limited resources and growing competition, and the answers range from dramatic success stories to less satisfactory solutions.

Competition for students, faculty members, and financial resources is growing from both public institutions and for-profit providers of higher education. Independent colleges and universities are striving to make the case for the value of their form of education with prospective students and their parents. CAOs and other campus administrators are analyzing tuition and financial aid policies in order to attract students who fit the institutional mission.

In tight fiscal times, CAOs are using strategic budgeting to make sure that Resources are used in the most effective way and key personnel are involved in the process. To maximize resources, institutions are working collaboratively; CAOs are gaining knowledge of effective budget planning processes and striving for effective partnerships with chief financial officers.

With these challenges, CAOs are still insistent about preserving and increasing educational Excellence. They develop programs to deepen student learning, create new offerings to meet the goals of today's students, apply the findings of educational research to strengthen curricular and co-curricular offerings, and recognize superior
academic achievement. While making the practical decisions needed each day to keep the institution operating, they act to implement a vision for the institution, reflecting the work of planning committees of faculty colleagues, students, and trustees.

With colleagues, CAOs at the 31st annual Institute for Chief Academic Officers will explore many of these changes in their leadership roles, working to provide students an excellent educational experience with limited resources in a competitive environment.

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Newly Scheduled Sessions

Leadership Challenges: Turning Around Institutions by Strengthening Academic Quality
Drawing conference thematic threads together in the concluding conference session, two CIC presidents will discuss how they led institutional "turnarounds" based primarily on strengthening academic quality. Often, colleges that have reversed decline have used nonacademic innovations to gain more visibility or to develop new student markets. But it is also possible in today's competitive environment for a college to succeed through a strategy that emphasizes increased academic quality, higher academic standards, and imaginative program development. These presidents will explain their strategies, one based largely on creating new programs, the other based largely on eliminating programs that detracted from the core liberal arts mission of the institution. The speakers will include comments on the usefulness and limitations of their training and career trajectories, with suggestions to CAOs about experiences that have been most useful in enabling them to carry out their plans for institutional transformation, both as CAOs and as presidents.
Esther L. Barazzone, President, Chatham College
Susan Resneck Pierce, President Emerita, University of Puget Sound

Does Your Institution Have What It Takes?: Five Essentials
To sustain the academic and financial strength of private colleges and universities requires constant vigilance. Learn the essential lessons in sustaining an institution from a chief academic officer who was part of the management team closing a private college and from a chief financial officer and board member at a private college, which has been described as a "turnaround institution" in Michael Townsley's The Small College Guide to Financial Health.
Granetta Blevins, Management and Financial Consultant and Trustee, Georgetown College
Donna Dalton, Provost and Vice President for Academic Affairs, Gannon University and former Vice President for Academic and Student Affairs, Trinity College of Vermont

Preparing Responsible Citizens
Through Project Pericles, initiated by the Eugene M. Lang Foundation, ten independent colleges and universities have garnered the formal commitment of their boards of trustees to prepare students for responsible citizenship as part of their educational mission through curricular and co-curricular programs. Learn about the impact of board involvement and discuss effective campus practices to foster civic engagement.
Judith Levy, Dean of the College and Academic Affairs, Ursinus College
Lloyd Michaels, Dean Emeritus and Professor of English, Allegheny College

Educating Low-Income Students
What strategies do independent institutions employ to make it possible for low-income students to enroll and succeed? Learn from a private college that takes an institution-wide approach to assisting these students, a college that serves women with children, and a third university that serves rural students through a distance education program.
Enid L. Burrows, Vice President of Academic Affairs and Dean of Faculty, Wilson College
Howard D. Hill, Vice President for Academic Affairs, Claflin University

Fostering Student Development through Faculty Development
Historically, faculty members at church-related colleges and universities have been asked to educate the "whole student." According to a recent survey of 250 chief academic officers, assessment and development of faculty members play key roles in student development. Learn the results of the survey and engage in dialogue about the next steps in the project funded by The Lilly Endowment, Inc. and the John Templeton Foundation.
Larry A. Braskamp, Professor of Education and former Senior Vice President for Academic Affairs, Loyola University Chicago

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Major Speakers and Awardees

David W. Breneman, an authority on the finance and economics of higher education, will deliver the keynote address. During his three decades of experience in higher education, Breneman has served as President of Kalamazoo College, Visiting Professor at the Harvard Graduate School of Education, and think-tank scholar at The Brookings Institution. Currently Dean of the Curry School of Education at the University of Virginia, he teaches courses in the Center for the Study of Higher Education on topics such as “The Liberal Arts College” and the “Economics of Higher Education.” His publications include Finance in Higher Education, Liberal Arts Colleges: Thriving, Surviving, or Endangered? and Strategies for Promoting Excellence in a Time of Scarce Resources.

Esther L. Barazzone, who began her service as President of Chatham College in 1992, was Vice President of Academic Affairs and Dean at Philadelphia University for the prior five years. She began her academic career as a faculty member in history at Hamilton and Kirkland Colleges. Her publications include "Back From the Brink: Combining Tradition and Innovations in a Quest for Revitalization," "Women Studying: The Politics of Educating Women," and "Think Globally, Act Locally: Chatham College Initiatives.”

Susan Resneck Pierce, President Emerita of the University of Puget Sound, led the University from 1992 to 2003 to a highly respected place among national liberal arts colleges. Prior to coming to Puget Sound, Pierce served as Academic Vice President at Lewis & Clark College in Portland, as Dean of the College of Arts and Sciences at the University of Tulsa, and as Assistant Director of the Division of Education Programs at the National Endowment for the Humanities. Pierce is the author of The Moral of the Story and is co-editor of Approaches to Teaching Ellison's "Invisible Man" and many articles on American literature.

Kent John Chabotar, President and Professor of Political Science at Guilford College, will receive the Academic Leadership Award for his service to independent college and university chief academic officers through his publications and his leadership of professional development programs. His address on “Strategic Budgeting” will emphasize academic issues, discuss the involvement of faculty members in the budget process, and explain the role of academic officers in budget decisions. Chabotar is the author of many books, monographs, and articles, including New Yardsticks to Measure Financial Distress, Financial Responsibilities of the Board and Strategic Finance and Endowment Management, due for publication late in 2003. He has served on the faculties of summer executive programs sponsored by the Harvard Institutes on Higher Education since 1983 and led financial workshops at CIC's annual Presidents Institute. From 1991 to 2002, Chabotar was vice president for finance and administration and treasurer at Bowdoin College.

Chief Academic Officer Award

Marie Joan Harris, CSJ, Provost and Vice President for Academic Affairs at Avila University, has been elected to receive the 2003 Chief Academic Officer Award for contributions to her colleagues at private colleges and universities. Harris makes frequent conference presentations on topics such as “Adjuncts and the Small College,” “Restructuring Faculty Committees,” and “Using Assessment Data.” Her service on the CIC CAO Task Force included chairing the group. She has been a member of the advisory board of KC REACHE, a distance-learning consortium in Kansas City, Missouri; and was a member of the board of trustees of Fontbonne University. She has assisted her new colleagues by speaking at CIC’s New CAO Workshop and serving as a mentor.

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Workshops

Chief Financial Officer and Chief Academic Officer Fiscal Workshop
Because fiscal issues are playing a larger role in the work of the CAO, the 2003 Institute for Chief Academic Officers will include a pre-conference workshop for a limited number of teams of Chief Financial Officers and Chief Academic Officers. The workshop will assist each officer in exploring significant issues for independent institutions, understanding the key issues and perspectives of the other role, examining the problem-solving approaches each uses, and learning about effective means of working together to strengthen the institution. Case studies will be used to examine issues such as planning for an unexpected major expense in a time of budget constraints, becoming a turn-around institution, forecasting revenues and the tuition discount rate, and budgeting in an enrollment constraint mode as well as in a growth mode. The workshop, offered Saturday, November 1, from 8:30 a.m. to 3:30 p.m., will include a working lunch. The workshop registration fee is $95.00 per person. Please pre-register for this event using the conference registration form in the back of this booklet. CFOs may also register for the Institute.
Workshop leaders:
John A. Palmucci, Vice President for Administration and Finance and Treasurer, Loyola College (MD)
Jane Jakoubek, Vice President and Dean of Academic Affairs, Hanover College

The CAO and the Budget
Designed for experienced as well as new CAOs, this workshop will help participants gain a greater understanding of the budget process as well as financial statements and reports. Topics will include: the essential elements and timeline for the budget process, difficulties CAOs and CFOs encounter in preparing the budget, providing effective oversight of the budget process, working with department chairs on budget issues, and advantages and disadvantages of a central data system. Workshop participants will learn more about the annual balance sheet and the operating budget of the institution as well as ways to use central data systems for financial records. This workshop, led by a chief financial officer and a chief academic officer from CIC institutions, will be scheduled for Monday afternoon, November 3, 2:00-5:30 p.m. Please pre-register for this
event using the conference registration form in the back of this booklet,
as space is limited.
Workshop leaders:
Carole T. Coleman, Vice President for Finance and Administration, Saint John’s University (MN)
Charles Perkins, Provost and Executive Vice President, Alvernia College

Note: The Monday afternoon, November 3, offering of the CAO and the Budget Workshop is now full. You may register for the second offering of this workshop which will be Monday evening, November 3, from 7-10:30 p.m.


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Concurrent Sessions

Does Your Institution Have What It Takes?: Five Essentials
To sustain the academic and financial strength of private colleges and universities requires constant vigilance. Learn the essential lessons in sustaining an institution from a chief academic officer who was part of the management team closing a private college and from a chief financial officer and board member at a private college, which has been described as a "turnaround institution" in Michael Townsley's The Small College Guide to Financial Health.
Granetta Blevins, Management and Financial Consultant and Trustee, Georgetown College
Donna Dalton, Provost and Vice President for Academic Affairs, Gannon University and former Vice President for Academic and Student Affairs, Trinity College of Vermont

Making the Case for Private Colleges and Universities: Asserting Value by Documenting Difference
How can institutions communicate with their publics about their unique attributes? Drawing from alumni surveys conducted for different groups of colleges and universities, the presentation will cover ways to use comparative alumni research to establish value, to communicate effectively the results of such research, and to create marketing strategies for recruiting students. Hardwick Day has conducted alumni surveys for the Great Lakes Colleges Association, the Council of Christian Colleges and Universities, the Annapolis Group, and the Minnesota Private College Council.
James Day, Principal, Hardwick Day, Inc.

Developing “Hallmarks” for First-Year Programs: What are They and How Can CAO’s Use Them?
CIC’s Hallmarks of Excellence in the First Year of College project will be presented and discussed from the perspectives of the work on nearly 100 CIC campuses and from one illustrative campus in particular. This effort to provide for CIC campuses an aspirational model for standards of excellence for all that comprises the first year of college, and an accompanying validation and certification process, addresses the
conference theme for its direct relevance to how we allocate resources, what we must do to achieve excellence in our respective first years, how we address our competition, and the centrality of the role of the CAO to the success of this undertaking.
John N. Gardner, Executive Director, Policy Center on the First Year of College at Brevard College and a Chief Academic Officer from one of the Founding Institutions, Hallmarks of Excellence Project
Christopher W. Kimball, Vice President for Academic and Learning Services, Augsburg College

The Strategic Use of Financial Aid to Meet Enrollment
and Revenue Goals

This session will survey the major trends in institutional pricing, financial aid, and tuition discounting. CAOs will do a brief analysis of how these issues affect their institutions and discuss potential institutional responses, decision-making models, and other topics of interest to participants.
Kevin Crockett, Senior Vice President for Consulting Services, Noel-Levitz

National Initiative to Assess Student Learning Outcomes
How might an institution demonstrate its value-added contribution to student learning? What assessment tasks reflect student-learning growth from the freshman year to the senior year in critical thinking skills in the humanities, sciences, and social sciences? Explore potential answers to these questions in the initial findings of the CAE’s Collegiate Learning Assessment project.
Roger Benjamin, President, RAND’s Council for Aid to Education

Challenges of Implementing Information Literacy Initiatives
What are the factors CAOs need to be attuned to as they initiate and sustain information literacy in the undergraduate curriculum? What resistance do CAOs encounter as they work with librarians and faculty members on information literacy? CAOs will share their perspectives.
Michael Bell, Vice President for Academic Affairs and Dean of the Faculty, Elmhurst College
Rita Gulstad
, Dean of Extended Studies and Learning Resources, Central Methodist College and Senior Advisor, Council of Independent Colleges
Larry Hardesty, College Librarian, Austin College
Thomas G. Kirk, Jr., Library Director and Coordinator of Information Services, Earlham College and Senior Advisor, Council of Independent Colleges

Creating Excellence in Science Programs
Chief academic officers from institutions granted the 2003 Heuer Awards for Outstanding Achievement in Undergraduate Science Education (Hendrix College, Roanoke College, and Whitworth College) will discuss the characteristics of exemplary undergraduate science programs. Panelists and participants will discuss issues such as faculty involvement, funding, effects on other academic programming, and assessing programs.
W.H. Bearce, CIC Senior Advisor
John T. Day, Vice President and Dean of the College, Roanoke College
Robert L. Entzminger, Provost, Hendrix College
Tammy R. Reid, Vice President for Academic Affairs and Dean of Faculty, Whitworth College

Current Legal Issues
Working with an expert on higher education law, participants will explore topics such as faculty personnel issues, gender discrimination, the new immigration laws, and recent affirmative action court cases.
LeVon E. Wilson, Professor of Business Administration and Law, College of Business, Western Carolina University

Educating Low-Income Students
What strategies do independent institutions employ to make it possible for low-income students to enroll and succeed? Learn from a private college that takes an institution-wide approach to assisting these students, a college that serves women with children, and a third university that serves rural students through a distance education program.
Enid L. Burrows, Vice President of Academic Affairs and Dean of Faculty, Wilson College
Charles Fahl, former Academic Dean, Alaska Pacific University
Howard D. Hill, Vice President for Academic Affairs, Claflin University

Engaging Off-Campus Communities to Enhance Student Learning
Through the Engaging Communities and Campuses grant program, 13 institutions have focused on building the organizational capacity of their campuses in four key areas—faculty knowledge and skills, academic culture, institutional infrastructure, and partner relationships. Findings from an intensive two-year study on how institutions have increased the quality of experiential education opportunities will be discussed, as well as ideas for extending these successful practices to other campuses.
Michelle Gilliard, Executive Director, Consortium for the Advancement of Private Higher Education

Exploring the History of Savannah
Participants will learn about the culture and historical roots of the conference locale from the former chair of the department of history at Georgia Southern University, who will explore Savannah’s rich heritage spanning the Colonial as well as Civil War periods.
Walter J. Fraser, Jr., author of Savannah in the Old South

Fostering Student Development through Faculty Development
Historically, faculty members at church-related colleges and universities have been asked to educate the "whole student." According to a recent survey of 250 chief academic officers, assessment and development of faculty members play key roles in student development. Learn the results of the survey and engage in dialogue about the next steps in the project funded by The Lilly Endowment, Inc. and the John Templeton Foundation.
Larry A. Braskamp, Professor of Education and former Senior Vice President for Academic Affairs, Loyola University Chicago

Introduction to Legal Issues for CAOs
The legal framework for CAO decision-making at independent colleges and universities will be the focus of this session. Emphasis will be placed on legal planning and preventing legal problems.
LeVon E. Wilson, Professor of Business Administration and Law, College of Business, Western Carolina University

Preparing Responsible Citizens
Through Project Pericles, initiated by the Eugene M. Lang Foundation, ten independent colleges and universities have garnered the formal commitment of their boards of trustees to prepare students for responsible citizenship as part of their educational mission through curricular and co-curricular programs. Learn about the impact of board involvement and discuss effective campus practices to foster civic engagement.
Judith Levy, Dean of the College and Academic Affairs, Ursinus College
Lloyd Michaels, Dean Emeritus and Professor of English, Allegheny College

Survey of Historic Architecture and Design on the Independent College and University Campus: Looking at History in our Midst
CIC, with funds provided by the Getty Grant Program of The J. Paul Getty Trust, is conducting a survey of historic architecture. Hear the preliminary results of the survey and discuss your own institution's situation. Learn how other institutions are thinking about the physical plant of their campus, both architecture and landscape, as institutions plan for the future.
Barbara S. Christen, Senior Advisor, Council of Independent Colleges

TEAC: Now Approved by the U.S. Department of Education to Accredit Programs at CIC Colleges and Universities
Since its inception, the Teacher Education Accreditation Council has worked to improve teacher education programs. Participants will hear about the lessons learned from the eight cases of TEAC’s audits of teacher education programs.
Frank B. Murray, President, Teacher Education Accreditation Council

Using Benchmarking Data to Improve Academic Programs
Concrete strategies employed by private institutions in using benchmarking data from the Delaware Study of Instructional Costs and Productivity will be explored in this session. How do colleges best apply national benchmarks? How are appropriate peer institutions selected? How do CAOs examine contextual information in looking at teaching load and instructional cost data?
Michael F. Middaugh, Director, Delaware Study of Instructional Costs and Productivity, and author of Understanding Faculty Productivity: Standards and Benchmarks for Colleges and Universities

Lunch Discussion Sessions
A box lunch will be provided Monday, November 3, so CAOs may attend follow-up sessions with speakers, join discussion groups, or explore new initiatives with colleagues. One such session will allow participants to talk with John N. Gardner, Executive Director, Policy Center on the First Year of College at Brevard College, and a chief academic officer from one of the Founding Institutions, Hallmarks of Excellence Project. Their topic will be “Where Do CIC Campuses Fit In The Larger National Movement To Improve The First College Year And Where Does My Campus Place In This Picture?” Other sessions will be posted on CIC’s website as they are scheduled

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Associated Meetings

The CAO Institute provides opportunities for formal and informal meetings of other groups in conjunction with the conference. Meetings scheduled to date include:

Missouri Chief Academic Officers will meet for lunch on Monday, November 3. Coordinator: Terry B. Smith, Vice President for Academic Affairs, Columbia College

Historically Black Colleges and Universities Breakfast for CAOs, Monday, November 3, 7:15 a.m. Coordinator: Johnnye M. Jones, Vice President for Academic Affairs, Jarvis Christian College

Association of Colleges of Sisters of Saint Joseph Chief Academic Officers will meet late afternoon Monday, November 3, at the end of the conference activities for discussion and will continue their meeting over dinner. Coordinator: Sean Peters, CSJ, Executive Director, Association of Colleges of Sisters of Saint Joseph

Catholic College and University Chief Academic Officers will convene Saturday, November 1, beginning at 1:00 p.m. and concluding at 3:00 p.m.
Coordinator: Donna M. Jurick, Executive Vice President, St. Edward’s University

Chief Academic Officers Commission of the Council for Christian Colleges and Universities will meet Saturday, November 1.
Coordinator: Ronald Mahurin, Vice President for Professional Development and Research, Council for Christian Colleges & Universities

Christian College Consortium Chief Academic Officers will meet Thursday, October 30, beginning at 7:00 p.m. with dinner and on Friday, October 31, from 8:30 a.m. to 4:00 p.m. Coordinator: Thomas H. Englund, President, Christian College Consortium

Conference for Mercy Higher Education Chief Academic Officers will meet Monday, November 3, at 6:00 p.m. for dinner and discussion.
Coordinator: Martin Larrey, Vice President for Academic Affairs, College of Saint Mary

Council for Christian Colleges & Universities Chief Academic Officers will meet Monday, November 3, at 6:45 p.m. for dinner and discussion. Coordinator: Ronald Mahurin, Vice President for Professional Development and Research, Council for Christian Colleges & Universities

United Methodist Chief Academic Officers will meet for dinner and discussion Monday, November 3, reception at 6:45 p.m. and dinner at
7:15 p.m. Coordinator: TBA

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Who Should Attend?

The conference is designed to meet the needs of chief academic officers at private colleges and universities. CAOs may be the provost, vice president for academic affairs, academic dean, or some permutation of those titles. Many CAOs also have staff colleagues who would benefit from the conference. CAOs may invite associate provosts, deans, and associate deans/vice presidents to participate in the program. CIC offers discounted registration fees for an academic administrator from the same
institution.

Chief Financial Officers who register for the Chief Financial Officer and Chief Academic Officer Fiscal Workshop may also register for the Institute. The 2004 Institute for Chief Academic Officers in San Francisco is being planned as a joint conference for CAOs and CFOs.


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Sharing Ideas with Colleagues

CIC’s CAO Institute anchors a growing and ever more important network for chief academic officers. Participants will have opportunities to exchange ideas in an informal atmosphere. The 2003 Institute will include these regular conference features:

Breakfast Discussions—Gain practical advice from colleagues by participating in discussion groups over breakfast both Monday and Tuesday mornings. Topics will be current issues or perennial problems for academic vice presidents. Discussion leaders will be colleagues experienced with the topic. Suggestions for topics or of leaders should be directed to Mary Ann Rehnke, CIC Vice President for Annual Programs, at mrehnke@cic.nche.edu or (202) 466-7230 ext. 207.

Idea Exchange—Conference participants are encouraged to share their best programs, policies, and ideas with colleagues. An area near the conference registration desk will be available for a display of these materials. You are encouraged to bring 75 copies of each item, including your name, address, and telephone number. Speakers are also encouraged to place materials from their sessions in this area, for those who cannot attend the presentation.

Luncheon for Women CAOs—Women chief academic officers are invited to join discussion groups on current issues, led by colleagues selected for their expertise on the topic. Johanna Glazewski, Vice President and Dean for Academic Affairs, College of Saint Elizabeth, will coordinate the luncheon discussions. If you have suggestions for luncheon topics or wish to assist with the program, call Glazewski at (973) 290-4446 or e-mail her at jglazewski@cse.edu. Please pre-register for this event using the conference registration form in the back of this booklet. The cost is $33.

Historically Black Colleges and Universities Breakfast for CAOs—All HBCU CAOs are invited to discuss current issues on their campuses and meet with their new colleagues at a breakfast on Monday, November 3. If you have suggestions for discussion topics, please contact Johnnye M. Jones, Vice President for Academic Affairs, Jarvis Christian College, (903) 769-5724 or johnnye_jones@jarvis.edu.

Networking Dinners—To get to know colleagues from other campuses and to exchange ideas, conference participants are encouraged to register on-site for informal, dine-around dinners on Sunday, November 2, at restaurants in Savannah.

CAO Advice Network Directory—This directory indexes topics of concern to chief academic officers and lists colleagues who have experience with the subject. Those interested in such topics as faculty evaluation, international studies programs, retention, or assessment will find names, addresses, phone numbers, and e-mail addresses for future contact. Each registrant will receive a directory at the Institute. To compile the directory, CIC asks CAOs to list on the registration form areas in which they have experience.

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Mentor Program

Help your new colleagues get off to a good start by volunteering to be a mentor during the conference.

Experienced CAOs—those with three or more years of service—serve as mentors to help welcome new CAOs by introducing them to colleagues and answering questions about the conference. They typically schedule an hour session during the Institute to discuss the significant issues of the new CAO. Often both parties wish to continue conversation following the Institute.

New CAOs are asked to complete the CIC Mentor Registration form. The Mentor Program is led by John Piper, Dean of the College, Lycoming College, 700 College Place, Williamsport, PA 17701-5192, phone: (570) 321-4038; e-mail: piper@lycoming.edu and Kim Phipps, Provost, Messiah College, One College Avenue, Grantham, PA 17027, phone: (717) 796-5375; e-mail: kphipps@messiah.edu. If you are unable to attend the CAO Institute, please inform the coordinator of the Mentor Program, John Piper at piper@lycoming.edu.

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Personal Renewal and Development

Is a College Presidency in Your Future?
This session provides career guidance for CAOs considering the move to a college presidency. What issues should you consider? What are the pros and cons in making this move for you? Spouses are welcome.
Marylouise Fennell, RSM, CIC Senior Counsel

Planning for Your Retirement: Personal Consultations with
TIAA-CREF Counselors

Representatives from TIAA-CREF will be available to confer with Institute
participants for half-hour sessions on their personal plans for retirement
on November 2-4.

Academic Administration
Participants will discuss topics such as academic, administrative, and organizational structure; faculty evaluation and professional development; new faculty recruitment; and other topics of academic administration with W.H. (Hutch) Bearce, CIC Senior Advisor and independent consultant. Dr. Bearce, a former CAO Task Force member, has served as chief academic officer at Missouri Valley College, High Point College, and Central College.

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Workshop for New Chief Academic Officers

New CAOs will have an opportunity to participate in a workshop led by experienced colleagues that is designed to meet the needs of those in their first year of office. The workshop is offered Saturday, November 1, from 8:00 a.m. to 3:30 p.m.

Coordinators for the New Chief Academic Officers Workshop are:

Andrew Rembert, Vice President for Academic Affairs and Dean of the College, Washington and Jefferson College

Kurt Geisinger, Vice President for Academic Affairs, University of St. Thomas

Ferol Menzel, Vice President for Academic Affairs and Dean of the Faculty, Wartburg College.

The New CAO Workshop is offered free of charge as a service of CIC. Participants are asked to pay $33 for lunch and for refreshments throughout the meeting.

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Spouses Program

The Spouses Task Force plans a series of programs that will meet the
varied needs of the men and women who fill the role of CAO’s spouse on private college campuses. Registered spouses are welcome at all Institute sessions. Registrants for the Spouses Program are eligible to attend the opening reception, dinner, and continental breakfasts.

Topics scheduled for this year include:

Spouses Conference Colleague Program—If you are a spouse attending the CAO Institute for the first time, you may appreciate an introduction to an experienced participant. Colleagues will contact each other before the conference and will meet at the Institute at 4:00 p.m., just prior to the keynote address. You may request a Conference Colleague either by completing the enclosed form or by completing the form on the CIC website, www.cic.edu, under CAO Institute, Spouses Program, Conference Colleague. Past participants are encouraged to volunteer to serve as a Conference Colleague. The Spouses Conference Colleague Program is coordinated by Elsie Sheriff, Bethel College, P.O. Box 154, North Newton, KS 67117; phone: (316) 283-6438; email: esheriff@southwind.net. If you are unable to attend the CAO Institute, please inform Conference Colleague Coordinator Elsie Sheriff.

Discussion Groups—CAO spouses have enjoyed sharing their expertise with colleagues through discussion groups. A spouse who is knowledgeable about the topic leads the group, and all participants are asked to share their advice and challenges with the issue. Potential topics include using music for stress reduction, recommended reading lists, selecting books for children, and travel tips.

New CAO Spouses—A special one and one-half hour session for spouses of new CAOs will be led by members of the Spouses Task Force on Saturday, November 1, at 10:00 a.m. Spouses of experienced CAOs who are attending the conference for the first time are also invited to this session. If participants wish, the group will adjourn to an area restaurant for lunch following the seminar.
Dorothy Julian, CAO Spouse at Lindsey Wilson College
Dawn Willis, CAO Spouse at Dakota Wesleyan University

Prince Albert Club—Male CAO spouses meet for lunch and informal discussion.
Steven R. Malmberg, CAO Spouse, University of Charleston

Tour—Discover the secrets of John Berendt’s best-selling novel, Midnight in the Garden of Good and Evil. Now a movie directed by Clint Eastwood, this picture of life in Savannah has fascinated readers around the world. See all the locations mentioned in the book. Tour will take place on Tuesday, November 4, from 8:30-10:30 a.m.

A Journey of Taste and Style—A journey through tips for successful event planning, creating a menu, arranging flowers, and selecting the appropriate china—all within budget!—using all the senses: see, hear, smell, touch and taste.
Margaret Benson, National Catering Consultant, Sodexho Campus Services
Don Staley, Earthworks Manager, Sodexho Campus Services

Grant Writing for Non-Profit Organizations—Spouses active in community groups and those who serve on boards will learn tips for securing grants to assist these organizations. They will explore how to find grant opportunities, and share their own ideas about successful applications.
Steven R. Malmberg, professional grants writer and CAO Spouse, University of Charleston

Spouses programming for the 2003 CAO Institute was planned with the assistance of the CAO Spouses Task Force: Charlotte M. Sours, Ferrum College, Chair; Dorothy Julian, Lindsey Wilson College; Susan Kneten, Nebraska Wesleyan University; Bonnie Lakso, Juniata College; Elsie Sheriff, Bethel College (KS); and Dawn Willis, Dakota Wesleyan University.

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Conference Site Information

Savannah Marriott Riverfront Hotel
100 General McIntosh Boulevard
Savannah, GA 31401
Phone: (912) 233-7722
Fax: (912) 233-8897
Reservations can be made by calling
(800) 228-9290 or (912) 233-7722.
Room rates are $139 single/double.
Hotel parking is $7.00 per day.

Guest facilities include indoor and outdoor pools, health club, irons with ironing boards, in-room hair dryers, complimentary in-room coffee, room service, voice mail, and data ports. When making your hotel reservations, please state that you are with the Council of Independent Colleges CAO Institute to receive the discounted group rate. The reservation cut-off date is October 13, 2003. Any reservations made after that time will be accommodated at the group rate on a space-available basis.

Airline Reservations
CIC has arranged airline discounts through United Airlines, US Airways, and Delta Airlines. These agreements may provide an additional discount off the lowest advertised fare when you are flying into Savannah. United offers a 10 percent discount from the lowest applicable nonrefundable fare when purchased 30 or more days in advance; USAir and Delta offer a 10 percent discount when purchased 60 days in advance. Delta does not offer discounts for certain low-fare classes. For shorter-notice purchases, the carriers offer a 5 percent discount on most fares; discounts range from 10 to 15 percent for refundable fares. The discounts apply for travel between October 29 and November 7, 2003, and are subject to availability and other conditions.

You may obtain the discounts by calling United’s Meetings Plus Desk at (800) 521-4041 and referring to ID Code 517BG; by calling USAir’s Meetings Desk at (877) 874-7687 and referring to Gold File Number 90612767; or by calling Delta’s Meeting Network at (800) 241-6760 and referring to File Number 197045A.

Airport Transportation
Shuttle service is provided by B&B Transportation. The cost of the shuttle is $15 one-way/$25 round trip. The shuttle stand is located in the baggage claim area of the airport. The travel time between the airport and the hotel is approximately 15 minutes. Reservations are not required. For additional information, you can call (912) 964-1411. Taxis are also available (fare is approximately $20). Reservations can be made in advance by calling Philip’s Taxi Cab at (912) 659-0917.

Automobile Rental
CIC has arranged a discounted rate with the Hertz car rental agency for attendees choosing to rent automobiles during the 2003 Institute for Chief Academic Officers. To take advantage of the discount, you will need to call Hertz at (800) 654-2240. Give them the Institute for Chief Academic Officers meeting identification number, CV#022Q1377. Discounted rates will be offered from October 25 to November 11, 2003.

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Cancellation Policy

Refunds will be made in full (less a $25 processing fee) for cancellations received by October 10, 2003. Refund requests received between October 10 and October 24 incur a charge equal to 25 percent of the total registration fee. No refunds will be issued after October 24, 2003. All refunds will be paid after the meeting. Please send cancellation requests, in writing, to the attention of Alcenia McIntosh-Peters, CIC Conference Manager, by fax at (202) 466-7238 or by e-mail at amp@cic.nche.edu.

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Things To See and Do in Savannah

Historic Savannah Tour
November 3, 2:00 p.m.

This fully narrated tour lets you discover Savannah, designated as one of the nation’s largest Historic Districts, where Southern hospitality was born, nurtured, and is now just a way of life. All within 2.2 square miles, the beautiful streets, stately old mansions, historic waterfront and city squares reveal more than 260 years of rich Southern history. This tour will include a stop at the Savannah History Museum (a national historic landmark) and the Owens-Thomas House. Per person: $25.

Land and Sea Tour
November 3, 1:45 p.m.
Board the paddleboat Savannah River Queen for an enjoyable one-hour cruise down Savannah’s picturesque waterway. Sit back and relax as the captain gives a narration of the history of the Savannah River, including the founding of Savannah and its present day importance as a leading industrial port. Then take a comprehensive look at Savannah’s fascinating past. This trolley tour includes the Historic District, River Street, and many of the beautiful and renowned stately squares. Per person: $34.

Other Things To See and Do:

Savannah has many things to offer visitors. For individuals who like to explore by foot, its Historic District was voted one of the best walking cities in the U.S. Here are some suggested sites to visit:

Antique Shops. To take home a piece of Savannah’s captivating history, stroll over to Broughton and Bull Streets, the heart of the antique district. For antiques, Savannah is a Mecca, with over 200 years of knickknacks and unique items available in various shops across the Historic District.

City Market. Housed in historic warehouse buildings that date back to before the Civil War, the complex is vibrant with arts, music, food, shopping, and entertainment. The Art Center in the upper levels contains art studios and galleries where visitors can meet the artists and purchase original works of art.

Fort Pulaski National Monument. This fortification served as the first duty station for Robert E. Lee, who was involved with design and construction to the dike system and also chose the specific location of the fort. The fort fell to Union troops in April 1862, following a Union bombardment from Tybee Island. The rapid fall of the fort stunned the nation and prompted a redesign of masonry forts as defense.

Old Fort Jackson. In 1775, an earthen battery was built on the future site of Fort Jackson. This location was used as a fortification in the Revolutionary War, the War of 1812, and the Civil War. Abandoned for military purposes in the 1870s, the fort is now maintained by the Coastal Heritage Society.

Savannah History Museum. This building was originally the passenger station of the Central of Georgia Railway. A national historic landmark, it houses displays depicting Savannah’s history, including an 1890 steam locomotive, a cotton exhibit with a genuine cotton gin, and military artifacts.

The First African Baptist Church. Founded in 1777 by freed slave George Liele, this church was known as the first colored church of Savannah until 1822. The congregation moved to Franklin Square in 1832, and in 1859 the current building was erected. During the Civil War, runaway slaves were hidden under the floorboards of the sanctuary. This is the oldest continuously active black church in North America.

Wormsloe Plantation. Situated on a forested peninsula surrounded by coastal marshes, this plantation was established in 1737 by Noble Jones, one of the first British colonists in the area. The site includes a plantation house built by Jones’ grandson in 1828, a detached library, the ruins of a fortified house, a mile-long drive bordered by large oaks, and Confederate earthworks.

For additional information about Savannah, visit the Savannah Convention and Visitors Bureau website at www.savcvb.com.

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