Sharing Ideas with Colleagues

CIC’s 2014 Institute for Chief Academic and Chief Financial Officers aims to develop the important network between CAOs and CFOs. Participants will have opportunities to exchange ideas in an informal atmosphere. The 2014 Institute will include these regular conference features to facilitate network development and broadening:

Breakfast Discussion Topics
Breakfast discussions offer informal opportunities for participants with similar interests to share information. Leaders will welcome participants and open the discussion. Participants may move among several of these groups and are invited to share perspectives from their institutions.

Sunday, November 2

AGB/NACUBO Looking Under the Hood
Institutional Aid Metrics Project
With funding from the Robert W. Woodruff Foundation, NACUBO and the Association of Governing Boards of Universities and Colleges launched the Looking Under the Hood Institutional Aid Metrics Project in 2012. The project aims to develop a set of institutional grant aid metrics that can be used by higher education CFOs, presidents, and board members to examine their current institutional grant aid allocation policies and decisions. Participants will learn about the metrics and discuss how they can help campuses improve planning for institutional aid.

Maryann J. Terrana, Director, Constituent Programs, NACUBO
Best Practices for Campus Communication about the Budget Process
How can colleges and universities demystify the annual budget process for their stakeholders? CAOs and CFOs are invited to discuss communication practices that have been successful on their campuses.
Wayne Powel, Provost, Saint Francis University (PA)
Campus Sustainability Programs
CAOS and CFOs are invited to discuss their campus initiatives to promote campus sustainability. How can such programs enhance student engagement and equip students with skills for global and civic responsibility? How can the programs be designed to ensure good stewardship of both environmental and institutional resources?
Caroline J. Simon, Provost and Executive Vice President, Whitworth University
CAO-CFO Collaboration on Financial Modeling
What are the challenges to building and updating a financial model that sets specific targets to achieve institutional goals? Bryn Athyn College’s CAO-CFO team will facilitate a discussion of the financial model they developed collaboratively and its applicability for other small colleges that are experiencing changes in enrollment, retention, new programs, and facilities.
Daniel T. Allen, Chief Financial Officer, Bryn Athyn College
Allen J. Bedford, Dean of Academics and Faculty, Bryn Athyn College
Cost Analysis Models for Academic Majors
Rockford University’s CAO has developed a profit margin analysis model for academic majors that balances tuition and fees with operating and service expenses. Participants are invited to discuss a sample analysis and to share how their institutions compute the income and cost of individual majors on their campuses.
Steven F. Siconolfi, Provost and Vice President for Academic Affairs, Rockford University
Creating a Campus “C-Team”
Participants will discuss how CIC colleges and universities can create strong “C-Teams” (chief teams) for chief officers to train to understand each other’s domains. Does the model of provost as chief operating officer facilitate integration of the work of “all” chief officers? What new areas of expertise are emerging for university leaders, and what skills and attributes are needed for these new roles?
Julian Schuster, Provost and Senior Vice President, Webster University
Creating a Successful Learning Commons
This discussion will explore best practices and strategies for integrating academic student support services and library information services to create a “Learning Commons.” Participants are invited to share their experiences in reshaping the traditional library to accommodate a broader educational objective.
R. Scott Sheffield, Vice President for Academic Affairs and Dean of the Faculty, Brevard College
Developing a Sustainable Financial Model for International Recruitment and Enrollment
At Trine University, successful recruitment of international students has generated a new revenue stream and helped advance campus globalization. This rapidly increasing student population, however, requires special language, academic, and cultural services that Trine has added at a cost. Participants will discuss a sustainable financial model for international student recruitment and enrollment as well as the benefits and challenges of internationalizing campuses.
John Shannon, Vice President for Academic Affairs, Trine University
Does Tenure Have a Future?
Many private colleges and universities have transitioned from a tenure system to one that includes some full-time and adjunct positions that are not on the tenure track. How can CAOs best explain and defend tenure to boards of trustees and others that openly question the concept? How can they best explain and defend a hybrid or non-tenure system to faculty colleagues who view the change with anxiety and suspicion? Participants are invited to share their campus experiences.
Danny M. Parker, Provost, Anderson University (SC)
Doing More with Less
CAOs and CFOs will share campus practices to improve mission outcomes when program budgets stay the same or shrink while costs rise. Discussion will focus on reallocation and other funding strategies that can help budget directors stretch tight resources.
Paula F. Dehn, Vice President for Academic Affairs and Dean of the College, Kentucky Wesleyan College
Engaging Faculty Members in the Assessment of Majors
How can CAOs engage faculty members in meaningful assessment of learning in the major? At LaGrange College, a successful strategy has been to shift the focus of learning outcomes from the mission strategic plan to discipline-specific goals. Participants will share practices used at their institutions to increase faculty engagement with assessment of student learning in the major.
David L. Garrison, Provost and Chief Academic Officer, LaGrange College
Faculty Compensation Frameworks: What Is the CFO’s Role?
Working with the CFO can be an asset to the CAO in developing a good faculty compensation plan. What is the CFO’s responsibility in decision making about faculty compensation? How can CAOs and CFOs become true partners in addressing faculty compensation issues? Participants are invited to share their experiences.
Bill Muse, Vice President for Administration and Finance, Schreiner University
How to Win Campus Support for Institutional Prioritization
This discussion will focus on how to gain support from both faculty and staff members for a study of relative priorities in academic programs or administrative services. Participants with experience will exchange information about strategies.
Kerry D. Fulcher, Provost and Chief Academic Officer, Point Loma Nazarene University
George Latter, Chief Financial Officer, Point Loma Nazarene University
Mentoring Mid-Level Administrators
Mentoring mid-level administrators is an important responsibility for senior officers in both the academic and financial affairs divisions. The discussion will focus on effective strategies and best practices for ensuring that “direct reports” develop new skills and are positioned for career advancement.
Jane M. Wood, Vice President for Academic Affairs and Dean of the College, Westminster College (PA)
Moving Faculty Members toward Change
How can CAOs foster a culture of innovation within institutions that value the role of faculty members in shared governance? Participants will share experiences that have worked to build trust and acceptance.
R. Garland Young, Vice President for Academic Affairs and Dean, Milligan College
Negotiating Conflicts between the CAO and the CFO
Participants are invited to share examples of past or current conflicts and discuss how conflicts can be resolved or avoided in the future.
Chad Berry, Academic Vice President and Dean of the Faculty, Berea College
Role Immersion Pedagogies
This follow-up conversation to the 2013 concurrent session on “Reacting to the Past” explores the flipped classroom and examples of the successful use of role immersion games to enhance student learning and faculty engagement.
John M. Burney, Vice President for Academic Affairs, Doane College
Serving on External Boards
Many CAOs and CFOs are invited to serve on, and even lead, governing boards of local, regional, and national organizations. Participants will discuss the benefits and costs of such service as well as strategies to manage the time commitment and to avoid potential conflicts.
Susan Traverso, Provost and Senior Vice President, Elizabethtown College
Sharing Financial Data with Faculty Members
What financial information do CAOs and CFOs share with faculty members on CIC campuses? In what contexts is the information shared? How does such transparency contribute to community conversations and decision making regarding academic planning? Participants are invited to share experiences.
Judith A. Muyskens, Provost, Nebraska Wesleyan University
Clark Chandler, Vice President for Finance and Administration, Nebraska Wesleyan University
Space Wars: From Strategic Planning to Prioritizing Space
How can CAOs and CFOs work collaboratively to avoid space wars on their campuses? Linfield College developed a strategic facilities evaluation process that was aligned with the academic and institutional priorities of its strategic plan. Participants will learn about the outcomes of this successful process and discuss other strategies for space prioritization.

Susan Agre-Kippenhan, Vice President for Academic Affairs and Dean of Faculty, Linfield College
Mary Ann Rodriguez, Vice President for Finance and Administration, Linfield College

Monday, November 3

(Sponsored by Registry for College and University Presidents)

Academics and Athletics: Fostering a Partnership
On a campus with a large percentage of student athletes, how can the CAO be a catalyst for a strong relationship between academic affairs and athletics? CAOs will share successful strategies for building a partnership with the athletic director and staff, promoting the academic success of student-athletes, and dealing with perennial issues such as conflicts between practice times and class times and frequent absences from class to participate in games.
Michael B. Brown, Provost and Senior Vice President for Academic Affairs, North Carolina Wesleyan College
Budget Committees: Roles and Responsibilities
CAOs and CFOs will have the opportunity to exchange information about how budget committees function on their campuses. Discussion will focus on their composition, the scope of their assigned responsibilities and decision-making authority, and their value in promoting transparency.
Joyce Blackwell, Provost and Vice President for Academic Affairs, Bennett College
Bundling Textbook Costs with Tuition
This discussion will focus on the benefits and disadvantages of bundling textbook expenses with tuition and fees. Participants will learn about Schreiner University’s model of bundling textbook costs, including the response of students and faculty members. CAOs and CFOs from institutions that have adopted textbook bundling will offer advice to those who are considering the strategy.
Charlie T. McCormick, Provost and Vice President for Academic Affairs, Schreiner University
Campus Sexual Assault Policies
(Open only to currently serving CAOs and CFOs.)
How have CIC institutions responded to U.S. Department of Education guidelines for dealing with sexual assaults? Participants will discuss the policies and training programs in place or in development on their campuses.
Jasper Lesage, Provost, Northwestern College (IA)
CIC’s Key Indicators Tool (KIT) and Financial Indicators Tool (FIT)
CAOs and CFOs can benefit from the use of CIC’s KIT and FIT benchmarking reports for institutional planning and decision making. Participants will discuss the content and uses of these tools and learn how they can be accessed.
Michael Williams, President, Austen Group, A RuffaloCODY Company
CIC’s Leadership Programs: Senior Leadership Academy and Executive Leadership Academy
Learn about CIC’s year-long leadership programs, Senior Leadership Academy (SLA) and Executive Leadership Academy (ELA). The SLA prepares mid-level administrators for vice presidencies in independent higher education; the ELA prepares college and university vice presidents for presidencies.
Thomas R. Kepple, Jr., President, American Academic Leadership Institute
Increasing Academic Opportunities at Small Colleges
To increase academic options for students without the expense of adding entirely new programs, Sterling College reorganized existing course offerings into new interdisciplinary programs. Participants are invited to discuss similar initiatives at their own institutions as well as other creative, low-cost, and efficient ways to expand academic opportunities for students at small colleges.
Gregory P. Kerr, Vice President for Academic Affairs, Sterling College (KS)
Information Fluency
The goals of CIC’s Information Fluency in the Disciplines workshops, supported by the Andrew W. Mellon Foundation, are twofold: to infuse “fluency” into humanities majors and fields of concentration; and to help undergraduate students attain true information fluency in their major areas of study. The program thus far has focused on three disciplines: literature, history, and ancient studies. Campus teams comprised of faculty members, a librarian, and the chief academic officer participated in intensive workshops during which they developed campus plans. What are campuses learning about their curricula?
Susan Barnes Whyte, Library Director, Linfield College
Is There a Case for Disruptive Innovation?
Clayton M. Christensen has suggested that contemporary colleges and universities need to experience “disruptive innovation” on their campuses. Participants will discuss Christensen’s theory and whether and how it is being embraced at their institutions.
Nicholas R. Santilli, Vice President for Academic and Student Affairs, Notre Dame College (OH)
Maintaining Campus Morale during Times of Constraint
How can CAOs and CFOs collaborate to keep faculty and staff members engaged with institutional priorities during times of financial constraint? Participants will discuss strategies that can help their constituencies maintain a focus on mission and a positive attitude.
Joy Braithwaite, Chief Financial Officer, Malone University
Donald Tucker, Provost, Malone University
Managing the Unexpected: Lessons Learned from a Water-Damaged Building
Ohio Wesleyan University’s CAO and CFO quickly learned to partner when their university’s landmark building experienced major water damage five days before the start of classes. Participants will discuss first response steps, offices that must be engaged quickly, how to cope with displaced faculty and staff members, how to handle campus communications, and how to turn a disaster into an opportunity.
Daniel Hitchell, Vice President for Finance and Administration and Treasurer, Ohio Wesleyan University
Charles Stinemetz, Provost and Vice President, Ohio Wesleyan University
Network for Vocation in Undergraduate Education (NetVUE)
NetVUE seeks to deepen the intellectual and theological exploration of vocation among students and faculty and staff members at independent colleges and universities. Learn about the March 2015 national NetVUE Conference and ways your institution can benefit from NetVUE programs, regional gatherings, grants, and services.
Shirley J. Roels, Senior Advisor for NetVUE, CIC
New CAO Workshop: Continuing the Conversation
New CAOs who participated in the earlier New CAO Workshop will have an additional opportunity to discuss conference sessions, general concerns, and new ideas.

Cheryl Johnson-Odim, Provost and Senior Vice President for Academic Affairs, Dominican University (IL)
Michael A. McDonald, Provost, Kalamazoo College
Resource Development through Fundraising: The CAO’s Role in Advancement Work
As CIC colleges and universities face both the reality of rising institutional costs and the need to keep tuition affordable, chief academic officers are increasingly being asked to partner with advancement personnel on fundraising projects. CAOs are invited to discuss activities that have helped them hone fundraising skills and to share advice for attracting additional resources to the institution.
Paul C. Koch, Vice President for Academic and Student Affairs, St. Ambrose University
Searching for a Presidency
What steps should CAOs or CFOs take to prepare themselves for a search for a presidency? Is there a best time to be on the market? What key areas should be addressed in a cover letter? What questions should be answered before applying for a position? What role does the search firm play in the process? Learn about the process from a member of the Academic Search, Inc. team.
Andrea Warren Hamos, Vice President for Consulting Operations and Senior Consultant, Academic Search, Inc.
Social Media for CAOs and CFOs
How can CAOs and CFOs use social media to build community and foster communication with faculty members, students, and other constituencies? What are the pitfalls to avoid? Participants will share effective practices in the use of social media, particularly Twitter and Facebook.
Mary K. Boyd, Vice President for Academic Affairs, St. Edward’s University
Kim Kvaal, Vice President for Financial Affairs, St. Edward’s University
The Role of the Interim Chief Academic Officer
The interim chief academic officer can be internal or external, a potential candidate for the permanent position or a truly temporary appointee. The interim title can convey varying expectations, ranging from maintaining the status quo in a time of transition to leading strategic planning or other high-profile future-oriented initiatives. Participants are invited to share their experiences and discuss the opportunities and challenges of interim leadership.
Jeffrey Gingerich, Interim Provost and Vice President for Academic Affairs, Cabrini College
Transforming Academic Computing with “the Cloud”
At Roger Williams University, the CAO and CFO led the successful implementation of a cloud-based academic computing system. Participants will discuss the benefits and costs of cloud computing and learn about strategies used to overcome technical and institutional obstacles to the changes.
Jerome Williams, Executive Vice President for Finance and Administration, Roger Williams University
Andrew A. Workman, Provost and Senior Vice President, Roger Williams University
Using Strategic Indicators to Improve Institutional Accountability
Strategic indicators of institutional health, which are updated quarterly, can be useful data to provide board members. CAOs and CFOs will learn about the template used at the College of Saint Mary (NE), including the process of development, board response, and resulting campus initiatives for improvement. Participants are invited to give feedback and discuss the use of strategic indicators on their own campuses.
Sarah Kottich, Vice President for Finance and Administration, College of Saint Mary (NE)
Christine Pharr, Vice President for Academic Affairs, College of Saint Mary (NE)
Working with the Promotion and Tenure Committee
How do CAOs work with promotion and tenure committees on their campuses? What are best practices for ensuring that faculty members who serve on these crucial committees understand scholarly achievement across the disciplines and the legal implications of their role as evaluators? Participants are invited to share experiences and advice.
Wendy McCredie, Provost and Academic Vice President, Mount St. Mary’s College (CA)

Luncheon Discussion Topics for Women CAOs and CFOs

Sunday, November 2, Noon–1:25 p.m.
Luncheon and Discussion Groups for Women CAOs and CFOs
Women CAOs and CFOs are invited to join discussion groups on current issues led by colleagues with expertise on the respective topics.

Coordinators: Christine Bahr, Provost, McKendree University, and Karyn Sproles, Provost and Dean of the Faculty, Marietta College
Remarks: Virginia Wilson, Executive Vice President and Chief Financial Officer, TIAA-CREF
Fee: $60 per person
Note: Please pre-register for this event, as space is limited.

Building and Nurturing a Strong Collaborative Relationship between the CAO and CFO
Anne Skleder, Provost and Senior Vice President, Wilkes University
Cabinet Team Building
Carol Scheppard, Vice President and Dean for Academic Affairs, Bridgewater College
Anne B. Keeler, Vice President for Finance and Treasurer, Bridgewater College
Communication Strategies among Academic Affairs Colleagues
Gayle Copeland, Provost, Simpson University (CA)
Creating and Maintaining Work/Life Balance
Susan Traverso, Provost and Senior Vice President, Elizabethtown College
Diversifying the Academic Leadership Team
Linda C. DeMeritt, Provost and Dean of the College, Allegheny College
Effective Methods of Working with Faculty Members
Tracy Stewart, Academic Dean, Alaska Pacific University
Effective Methods of Working with Full- and Part-Time Faculty Members
Marion Terenzio, Vice President for Academic Affairs and Dean of the Faculty, Bloomfield College
Family-Friendly Leave Policies: Benefiting Mothers and Others
Elizabeth H. Tobin, Provost and Dean of the College, Illinois College
Fundraising Is Fun…Really!
Susan S. Hasseler, Senior Vice President for Academic Affairs and Dean of the College, Augustana College (SD)
Intercollegiate Athletics
Carolyn R. Newton, Provost, The College of Wooster
Leading and Managing: Balancing and Prioritizing
Pareena Lawrence, Provost and Dean of the College, Augustana College (IL)
Managing Difficult Conversations
Leanne M. Neilson, Provost and Vice President for Academic Affairs, California Lutheran University
Managing Presidential Transitions
Patricia Draves, Vice President for Academic Affairs and Dean of the University, University of Mount Union
Mentoring Mid-Level Administrators
Janet Hanson, Vice President and Chief Financial Officer, St. Olaf College
Program Prioritization from Start to Finish
Rochelle Von Eye, Provost, Dakota Wesleyan University
Self-Renewal Strategies
Mary Boyd, Vice President for Academic Affairs, St. Edward’s University
The Wonderful, the Ugly, and the Surprises of Leadership Searches
Marylouise Fennell, RSM, Senior Counsel, CIC
What’s Next? How to Think about Next Steps in Your Career
Andrea Warren Hamos, Vice President and Senior Consultant, Academic Search, Inc.
Women and the Presidency
S. Georgia Nugent, Senior Fellow, CIC and President Emerita, Kenyon College
Women’s Leadership in the Strategic Planning Process
Marci Sortor, Provost and Dean of the College, St. Olaf College
Working with Committees of the Board of Trustees
Jonnie G. Guerra, Senior Advisor, CIC 

Consultations and Renewal
Endowment Management Consultation
Michael Collins of TIAA-CREF Trust Company’s Endowment and Foundation Services will be available for endowment and foundation management consultations with CAOs and CFOs during the Institute. Please sign up in advance at the CIC Registration Desk.
Planning for Your Retirement: Personal Consultations
Wealth Management Consultants Richard Diodosio and Joah Yeoman will be available for appointments on the following days:
  • Saturday, November 1, Noon–4:00 p.m.
  • Sunday, November 2, 8:00 a.m.–5:00 p.m.
  • Monday, November 3, 8:00 a.m.–5:00 p.m.
  • Tuesday, November 4, 8:00 a.m.–Noon

Sunday, November 2, 8:00–8:30 a.m.
Ecumenical Worship Service
Kenneth P. Carson, Provost, Geneva College
A list of houses of worship near the hotel will be in the Resources and Materials booklet at the Institute and available on Guidebook.

Other Features
Idea Exchange
Conference participants are encouraged to share information with colleagues about their best programs, policies, and ideas. An area near the conference registration desk will be available for a display of suitable materials. To make this exchange a success, Institute participants are encouraged to bring a reference copy of each item and 50 business cards for easy follow-up after the conference. Speakers’ handouts and other materials also will be available in this area for the benefit of those who cannot attend a presentation.

Sunday, November 2, 6:15 p.m.
Dine-around Dinners
To meet and exchange ideas with colleagues from other campuses, participants can sign up at the CIC Registration Desk onsite for informal dinners at restaurants in Portland close to the hotel. Participants pay for their meals. Each group of chief academic officers is guided by a CAO-CFO Task Force member to the area restaurant for which they registered. Spouses are most welcome.
Tuesday, November 4, 7:30–8:45 a.m.
Historically Black Colleges and Universities Breakfast for CAOs and CFOs
Chief academic and chief financial officers from HBCUs will meet for informal discussion.
Convener: Elfred Anthony Pinkard, Executive Vice President and Chief Operating Officer, Johnson C. Smith University

(No fee)
Note: Please pre-register for this event, as space is limited.