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Fall 2009 Special Edition Message from the President With the economic challenges that are facing Higher Education, now more than ever, is the time to invest in your and your staff professional development. Don’t miss the opportunity to participate in a quality SACUBO Professional Development and networking events offered in Savannah, Georgia in less than five weeks. Join your peers from across the southern region for the 2009 SACUBO Annual Fall Workshop on November 1-3, 2009. There will be an excellent general program track

offering up to 17 continuing professional credits. Very timely and relevant programs and speakers have been selected by SACUBO Constituent Committee members who represent you. Two additional opportunities will be offered with a Basic Accounting and a Beyond Basic Accounting Track during the Fall Workshop. A listing of the programs offered is listed on the last page.

October 31 and November 1, 2009

For the second year, SACUBO will also be offering the Next Generation Chief Business Officer Institute on

Charles Tegen SACUBO President

If you have not registered for the Fall Workshop or the Next Generation Chief Business Officer Institute, don’t miss this opportunity. Please register and make a hotel reservation today. It is not too late! I look forward to seeing you or a representative from your institution in Savannah soon..

See Pages 2—4 for more information There’s still time to register for the Next Generation Chief Business Officers Institute, sponsored by American Campus Communities and Aramark! Last year’s inaugural program was a tremendous success. This year’s program will be held on October 31st and November 1st at the Savannah Westin, prior to the Fall Workshop. Program and registration details are available at http://sacubo.org/NGCBO/index.html


Deadline extended for discounted registration to October 9, 2009 Register Today!!!

Southern Association College and University Business Officers FALL WORKSHOP November 1 -3, 2009 Fall Workshop Slate of Topics Include Institutional accounting and reporting Debt management Banking and cash management IT risk management Red Flag compliance Leveraging freeware Reporting for executive decision making Uniform Prudent Management of Institutional Funds Act Tax Issues Enterprise risk management Rating agency update Integrity in sponsored programs Automated refunds Managing stress Unrelated business income tax Controlling college costs

(See back page for complete details)

EARN up to 17 CPE’s at the Fall Workshop

Register Here for the Fall Workshop www.sacubo.org


Register now for the The Southern Association of College and University Business Officers 2009 Fall Workshop  And the Next Generation Chief Business Officer Institute Register/Apply Now at www.sacubo.org The 2009 Fall Workshop promises to be an outstanding opportunity for SACUBO members to experience three days of current and relevant professional development and networking. The 2009 Fall Workshop will convene November 1 – 3, along the beautiful Savannah River at the Westin Savannah Harbor Hotel and Conference Center. The Fall Workshop general sessions speakers are headlined by Dr. David Warren, president of the National Association of Independent Colleges and Universities. Dr. Warren will be the key note speaker on the morning of Monday, November 2, 2009 and will share the effects of federal legislation on business officers in higher education institutions. The program will include a wide range of concurrent sessions, including accounting and reporting issues, debt management, tax issues, risk management, controlling costs and Red Flag compliance. Seasoned college and university business officers and industry professionals will present best practices at these, and other concurrent sessions. Attendees will be better prepared to tackle the many issues facing them when they return home from beautiful Savannah. SACUBO has a limited room block at the Westin Savannah Harbor, so early registration for the workshop and hotel is encouraged. Details on the workshop and hotel can be found at www.sacubo.org. Immediately preceding the Fall Workshop, SACUBO is offering the Next Generation Chief Business Officer Institute. The Institute is designed for non-CFO senior staff in the finance/business division of colleges and universities to share in a unique professional development opportunity. Attendees will learn valuable career skills that will prepare them for the next level of leadership in higher education business and finance. The program is limited to 50 participants and will be held as at pre-workshop program at the Savannah Harbor Hotel and Conference Center on October 31 and November 1, 2009. The program features Larry Goldstein, president, Campus Strategies, LLC and Pat Sanaghan, president, The Sanaghan Group as well as other experienced SACUBO faculty. Participants will develop strategic thinking skills, explore the range of issues confronting senior finance staff in an academic setting, learn how to deal with complex ethical issues and examine leadership styles implications for the CFO role. Applicants for the Institute must hold a Bachelors degree and currently hold a CFO-track position and/or a letter of recommendation from the institution’s upper administration indicating that the candidate has the knowledge, skills and abilities to benefit from participating in this exclusive program. The Institute has limited space and SACUBO has a limited room block at the Westin Savannah Harbor. Early applications for the Institute and hotel reservations are essential. Details on how to apply for the Institute and reserve your hotel can be found at www.sacubo.org.


Register to Attend the General Progam Track or Two Accounting Tracks

Westin Savannah Harbor Savannah, Georgia

ROOMS LIMITED / Request SACUBO Rate

REGISTER TODAY at WWW.SACUBO.ORG

General Session The Role of the External/Internal Counsel Hank Knight and Crystal Rook ard

sponsored by Xerox

sponsored by ARAMARK Higher Education

Accounting Track Basic Accounting and Financial Reporting FASB / GASB (8am -12 noon)) Mary Fischer, Dale Larson

Accounting Track Basic Accounting and Financial Reporting (All Day) Mary Fischer, Dale Larson Beyond Basic Accounting (all Day) Jerry Farley

Decision Making/Dash Boards Leadership/Governance, The Role of the Board Robert Dozier Endowment Update Milford McGirt

Sue Menditto

FASB Update

Barbara Fava, Steve McAlister Bridging the Gap/ Reporting for Executive

Sue Menditto

GASB Update

Bill Campman

Concurrent Sessions - Morning Keeping Yourself and Your Employees on the Right Stuff in Turbulent Economic Times Debra Fish Identity Protection (Red Flag/PCI and SSN Remediation) David Moses, Melissa Smith What's Driving College Costs and How Do We Control Them Panel Presentation Using Cloud Computing to Optimze Budgets Brian West Tax Matters Facing Higher Education Donald Rich Rating Agency Update Diane Viacava Managing Enerprise IT Risk with People and Process

Tuesday, November 2

Banking and Cash Management

Mark Paganelli

Ethics: When Problems Happen at the Top

Concurrent Sessions - Afternoon

Concurrent Sessions - Morning Automated Refunds: Implementation Strategies Panel Presentation Debt: Leveraging Your Balance Sheet Chris Cowen What A President Expects from the CFO Larry Goldstein Integrity In Sponosred Program Activities David Zetergren Lunch Program Don't Settle for Ordinary Dreams Jeff Flanders

General Session Fed Up - Federal Update David Warren

Vendor General Sessions

sponsored by Cherry, Bek aert and Holland, LLP

Monday, November 2

Sunday, November 1

2009 SACUBO FALL WORKSHOP PROGRAM


SACUBO Fall Special Edition