Sep. 17-18, 2024
Washington, DC
Symposium

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.

Register now.

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

  • Terry Brown, Vice President of Academic Innovation and Transformation, American Association of State Colleges and Universities (AASCU)
  • Randy Roberson, Vice President, Leadership Development, National Association of College and University Business Officers (NACUBO)
9-10:00 a.m. The State of Higher Education

  • Ed Venit, Managing Director, EAB
10-10:30 a.m. Fireside Chat: AASCU and NACUBO Presidents

  • Kara D. Freeman, President and Chief Executive Officer, NACUBO
  • Charles L. Welch, President, AASCU
10:30-10:45 a.m. Break
10:45-11:30 a.m. Working Across Cultures: The CAO-CBO Partnership

  • Terry Brown, Vice President of Academic Innovation and Transformation, AASCU
  • Randy Roberson, Vice President, Leadership Development, NACUBO
11:30 a.m.-12:30 p.m. Creating Thriving Institutions Through CAO-CBO Collaboration

  • CAO and CBO pair in conversation
12:30-1:15 p.m. Lunch
1:15-2:30 p.m. Path to Institutional Financial Sustainability

  • Laurie Bernotsky, President, West Chester University
  • Jeff Osgood, Provost, West Chester University
  • David Capitano, Higher Education Practice Leader, Baker Tilly
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

  • Kathleen Scott, Vice President, Leadership Development and Partnerships, AASCU
  • Lisa Hunter, Associate Vice President of Academic Innovation and Transformation, AASCU
4:45-5 p.m. Day One Closing

  • Terry Brown, Vice President of Academic Innovation and Transformation, AASCU
  • Randy Roberson, Vice President, Leadership Development, NACUBO
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

  • Terry Brown, Vice President of Academic Innovation and Transformation, AASCU
  • Randy Roberson, Vice President, Leadership Development, NACUBO
8:45-10:15 a.m. Leadership and Teamwork / Building Relationships
10:15-10:25 a.m. Break
10:25-11:40 a.m. Gray Decision Intelligence

  • Zachary Paz, Gray Decision Intelligence
11:40 a.m.-12:40 p.m. NACUBO Student Success Hub Tools Showcase

  • Kelli Rainey, Senior Director, Grants Management, NACUBO
12:40-1:15 p.m. Lunch
1:15-2 p.m. Debrief, Reflections, and Action Planning

  • Terry Brown, Vice President of Academic Innovation and Transformation, AASCU
  • Randy Roberson, Vice President, Leadership Development, National Association of College and University Business Officers (NACUBO)

“Time well spent, informative, tremendous networking opportunity.”

Attendee of 2022 CAO-CBO Collaborations Symposium
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

Reservations

The Darcy

Co-host

Symposium Partners

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