Please note that advance registration is required for all optional workshops. Spouses and partners may register on a space-available basis unless otherwise indicated. Please pre-register for each workshop.

Tuesday, January 5

2:00–3:30 p.m.
Inside the Head and Heart of a Philanthropist
(Sponsored by Educational & Institutional Insurance Administrators, Inc.)

Presidents do a lot of asking for donations to support their colleges. Yet understanding the relationship from the donor’s side can be a mystery. An acclaimed fundraising consultant will engage in a conversation with a major philanthropist to make the relationship less mysterious. What is inside the head and the heart of the donor? How does the donor view his or her relationship with the college and with the president? What does the donor wish would be asked? And how? This extended conversation will provide presidents with insights into the act of giving from the philanthropist’s side of the gift.
Swanee DiMare, Philanthropist and Community Leader
Jerold Panas, Executive Partner and CEO, Jerold Panas, Linzy & Partners
Chair: Kelly M. Thompson, President, Culver-Stockton College
Fee: $50

2:00–4:00 p.m.
Tuition Resets: Considerations for Presidents Based on Case Examples
(Sponsored by Keypath Education)

What has been learned from institutions that dramatically lowered tuition? Participants will consider results from a recent study regarding changes to the applicant pool and enrollment as well as changes to financial aid strategies, discount rates, and net tuition revenue. Participants will discuss several considerations:
  • Experiences of institutions that have implemented a price reset;
  • Preconditions necessary for a price reset;
  • Goals for a price reset;
  • Data needed to ensure that there is a reasonable probability that the price reset will maintain, if not increase, net revenue;
  • Ways to handle tuition price and financial aid for both continuing students and new students;
  • Strategies to market and frame a price reset; and
  • Whether a price reset needs to be accompanied by other initiatives.
Participants will examine case examples and consider implications for their own institutions.
Lucie Lapovsky, Principal, Lapovsky Consulting; former President, Mercy College (NY); and former Vice President for Finance, Goucher College
Chair: J. Derek Halvorson, President, Covenant College
Fee: $50

Wednesday, January 6
2:00–4:00 p.m.
Improving Financial Vitality and Access to Capital in Challenging Times
Independent colleges rely heavily on capital markets to fund expansion of, improvements to, and maintenance of their facilities. In order to sustain their financial well-being, independent colleges often need access to credit and capital for funding and to manage existing debt. Recent defaults and other forms of fiscal distress demonstrate the potential risks to private colleges. For example, the threatened closure of Sweet Briar College shook the market because the college was not in apparent financial distress. This workshop will address the following issues:
  • How financial markets view independent colleges;
  • Factors that make an institution an acceptable credit risk;
  • The warning signs of financial distress;
  • What creditors consider the indicators of financial vitality; and
  • How presidents can establish and maintain strong relationships with creditors and others—including bankers, vendors, donors, parents, and students—in order to enhance financial viability.
The interactive workshop will help participants consider implications for their own institutions.
Robert J. Bertucci, Vice President and Senior Research Analyst, OppenheimerFunds, Inc.
Meghan B. Burke, Member, Head of Public Finance, and Chair of Education Practice Group, Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC
Stefano Falconi, former Senior Vice President for Administration and Finance, Simmons College
Chair: Michael C. Maxey, President, Roanoke College
Fee: $75

2:00–4:00 p.m.
Prioritizing Academic and Administrative Programs
(Sponsored by Collegis Education)

The higher education landscape has changed significantly in recent years. As a consequence, institutions are seeking answers to fundamental questions about unsustainable budgeting practices, increased external scrutiny, greater emphasis on quality, and keener competition. As more private colleges and universities consider academic and administrative program prioritization to tackle financial challenges, a hands-on workshop for presidents is both important and timely. Robert Dickeson, author of Prioritizing Academic Programs and Services: Reallocating Resources to Achieve Strategic Balance (2010), will lead the workshop. Based on years of experience working with independent college and university presidents, Dickeson will cover a full range of practical issues in this interactive workshop, including:
  • Why CIC institutions should undertake prioritization;
  • How to engage faculty members in prioritization;
  • How to avoid pitfalls in setting up the prioritization process;
  • How to use scoring rubrics to pinpoint reallocation opportunities; and
  • How to confront thorny issues such as athletics, general education reform, and internal and external communication.
Participants will receive a workbook of practical materials used in successful prioritization projects by other independent colleges and universities.
Robert C. Dickeson, President and Principal, Academic Strategy Partners, LLC; President Emeritus, University of Northern Colorado; and former Senior Vice President, Lumina Foundation for Education
Chair: Susan West Engelkemeyer, President, Nichols College
Fee: $75