CAO and CBO Collaborations: Working Together for Financial Sustainability
Gain practical tools and have deep conversations about the unique economic challenges—and opportunities—facing higher education institutions.
Contact us.The relationship between the chief academic officer (CAO) and the chief business officer (CBO) has become even more critical to ensure effective leadership of colleges and universities.
The CAO and CBO—together—must develop and execute a clear strategy, align priorities and resources, and innovate.
To better understand and support this relationship, AASCU and the National Association of College and University Business Officers (NACUBO) will bring CAOs and CBOs together to gain practical tools and to have deep conversations about the unique economic challenges—and opportunities—facing higher education institutions.
Interactive, conversation-based sessions will include:
- Working across cultures: the CAO-CBO partnership
- Creating thriving institutions through CAO-CBO collaboration
- Finding paths to institutional financial sustainability
- CAO and CBO roles in ensuring affordability and value
Who should attend:
- Provosts from AASCU and/or NACUBO member institutions
- Chief financial officers/chief business officers from AASCU and/or NACUBO member institutions
- Both the CAO and CBO from the same institution must participate
Benefits of participation:
- Insight into the latest research on the state of the higher education sector
- Time to participate in deep, facilitated discussions with colleagues from your own institution and peer institutions
- Gain practical tools and replicable case studies to create thriving institutions
Schedule at a Glance
| 8-8:30 a.m. | Breakfast |
| 8:30-9 a.m. | Welcome and Introductions
|
| 9-10:00 a.m. | The Current and Future State of Higher Education
|
| 10-10:30 a.m. | Fireside Chat: AASCU and NACUBO Presidents
|
| 10:30-10:45 a.m. | Break |
| 10:45-11:30 a.m. | Working Across Cultures: The CAO-CBO Partnership
|
| 11:30 a.m.-12:30 p.m. | Creating Thriving Institutions Through CAO-CBO Collaboration
|
| 12:30-1:15 p.m. | Lunch |
| 1:15-2:30 p.m. | Path to Institutional Financial Sustainability
|
| 2:30-2:40 | Break |
| 2:40-3:15 p.m. | Team Reflection Time (Facilitated) |
| 3:15-3:30 p.m, | Break |
| 3:30-4:45 p.m. | Interactive Session
|
| 4:45-5 p.m. | Day One Closing
|
| 5-6:30 p.m. | Reception (Dinner on your own) |
| 8-8:30 a.m. | Breakfast |
| 8:30-8:45 a.m. | Welcome and Overview of Day Two
|
| 8:45-10:15 a.m. | Leadership and Teamwork / Building Relationships
|
| 10:15-10:25 a.m. | Break |
| 10:25-11:40 a.m. | The Data Duo: How CAOs and CBOs Can Drive Financial Sustainability
|
| 11:40 a.m.-12:40 p.m. | NACUBO Student Success Hub Tools Showcase
|
| 12:40-1:15 p.m. | Lunch |
| 1:15-2 p.m. | Debrief, Reflections, and Action Planning
|
Speakers
Monir
Ahmed
Vice President for Administration & Finance
Sonoma State University (CA)
Laurie
Bernotsky
President
West Chester University (PA)
Terry
Brown
Vice President of Academic Innovation and Transformation
AASCU
Dave
Capitano
Higher Education Practice Leader
Baker Tilly
Kara D.
Freeman
President & Chief Executive Officer
NACUBO
Lisa
Hunter
Associate Vice President for Academic Innovation and Transformation
AASCU
Karen R.
Moranski
Provost and Vice President for Academic Affairs
Sonoma State University (CA)
Jeffery L.
Osgood
Provost and Executive Vice President
West Chester University (PA)
Zachary
Paz
Chief Product Officer and Chief Operating Officer
Gray Decision Intelligence
Robert
Pompey
Vice Chancellor for Business and Finance
North Carolina Agricultural and Technical State University
Kelli
Rainey
Senior Director, Grants Management
NACUBO
Randy
Roberson
Vice President, Leadership Development
NACUBO
John
Runte
Principal
Baker Tilly
Mark
Saine
Managing Director
TIAA
Kathleen
Scott
Vice President of Leadership Development and Partnerships
AASCU
Tonya
Smith-Jackson
Provost and Executive Vice Chancellor of Academic Affairs
North Carolina Agricultural and Technical State University
Nigamanth
Sridhar
Provost and Senior Vice President of Academic Affairs
Cleveland State University (OH)
Ed
Venit
Managing Director
EAB
Charles L.
Welch
President and CEO
AASCU
Registration Information
The registration fee is $500 per person. Both the CAO and CBO from the same institution must participate.
Attendees must create a NACUBO account to register, if they do not already have one.
The deadline to register is Friday, September 6, 2024.
Register now.Accommodations
The Darcy
1515 Rhode Island Ave NW
Washington, DC 20005
Co-host
Symposium Partners
Questions about CAO and CBO Collaborations? Let us know.
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