show episodes
 
What economic trends today will set the stage for the future? How will legislative actions impact student financial aid? What accounting policy or reporting changes are on the horizon? Navigating the business of higher education institutions requires knowledge about a variety of issues—from finance to campus security. In this podcast series, hear colleagues, experts, and industry leaders explore issues, provide best practices, offer solutions to new questions that may not have been asked bef ...
  continue reading
 
CBO Speaks from NACUBO showcases our most seasoned CBO colleagues from top institutions around the country as they share stories of their journey as business officers. Their experiences inspire us and show us what’s possible in our own work.
  continue reading
 
On Career Conversations, NACUBO's Christine Simone sits down with higher education professionals to discuss their personal experiences, including successes and challenges of all kinds. They'll offer career advice and insights as well as nuggets of wisdom for business professionals new to higher education.
  continue reading
 
Artwork

1
Inspired Investing

Bernstein Private Wealth Management

Unsubscribe
Unsubscribe
Monthly
 
Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
  continue reading
 
Loading …
show series
 
In this episode, NACUBO’s senior director, research and policy analysis, Ken Redd joins vice president, policy and research, Liz Clark to dig into the inputs and impacts of NACUBO’s research projects. Beginning with the 2023 NACUBO-Commonfund Study of Endowments, a report that marks the 50th anniversary of NACUBO’s endowment study, they walk throug…
  continue reading
 
During the 2024 NACUBO Annual Meeting, NACUBO will unveil a new Student Success Hub, a toolkit designed to offer pragmatic approaches to evaluate and sustain student equity and student success initiatives. The Hub is the result of work from NACUBO that has been supported by three 3-year grants to produce a bank of resources to strengthen schools’ a…
  continue reading
 
In this enlightening episode of NACUBO's Career Conversations podcast, host Christine Simone sits down with Adrian Petway, associate vice president for budget and finance at Virginia State University in Petersburg, Virginia. Petway shares her passion for higher education and her journey from an accounts receivable specialist to her current leadersh…
  continue reading
 
Clayton Gibson is vice president for finance and administration and CFO at the University of North Texas in Denton, Texas. In this episode, Gibson joins our host Donna Schiele to talk about his educational journey, his transition from corporate to higher ed, and the importance of mentorship. "Focus on your career and technical skill sets, but you a…
  continue reading
 
Sharon Butler is deeply familiar with the “uneasiness and concerns” that international students face when it comes to paying tuition and other expenses. As Executive Vice President of Global Education at Flywire, a global payments enablement company that partners with institutions across the world, she is looking for solutions to these problems. In…
  continue reading
 
Greg Argueta, associate vice president for accounting and financial reporting at the University of Texas at Dallas, reflects on his accidental career journey from finance to higher education leadership. Despite originally thinking his move was temporary, the mission of higher education resonated with him over time. He shares how embracing new oppor…
  continue reading
 
Ann Bordelon is executive vice chancellor for finance and administration at the University of Arkansas in Fayetteville, Arkansas. In this episode, Bordelon joins our host Donna Schiele to talk about her career journey, mentorship, and leadership through change in higher education. “I look back on my career and there have been a handful of people wh…
  continue reading
 
On the heels of a recent fly-in advocacy day on Capitol Hill, NACUBO’s director, government affairs, Ashley Jackson speaks with policy and advocacy manager Neil Gavigan about the state of play in Congress. The conversation touches on highlights from that fly-in and examines how fallout from the protracted FY24 appropriations process, along with upc…
  continue reading
 
Orkun Toros, associate vice president and chief business officer at The University of Texas at Dallas, shares valuable perspectives from his 18-year career in higher education finance. Starting as a graduate assistant, Toros worked his way up to executive leadership roles across multiple Texas institutions. He offers unique insights on improving pr…
  continue reading
 
Peter Elliott is vice president for administrative services at South Florida State College in Avon Park, Florida. In this episode, Elliott joins host Donna Schiele to talk about his career path, challenges in higher education, and the importance of community colleges. “I like to say when I introduce myself: I'm here because usually when a student g…
  continue reading
 
Every year, students and families rely on federal student aid to make decisions about higher education. As the Department of Education has struggled to implement a streamlined version of the Free Application for Federal Student Aid (FAFSA), pressure has steadily increased on students, families, and the institutions that serve them. In this episode,…
  continue reading
 
Amanda Malone, director of budget and HR at Auburn University, shares insightful perspectives from her long career in higher education administration and accounting. With experience spanning over 15 years at Auburn, Amanda provides unique insight on leading change initiatives, supporting faculty, and maintaining work-life balance. Key Points: Belie…
  continue reading
 
Rob Cramer is vice chancellor for finance and administration at the University of Wisconsin-Madison in Madison, WI. In this episode, Cramer joins host Donna Schiele to discuss learning from mentors, overcoming challenges, and being optimistic for higher education. "How do we get to ‘yes’ when being asked to help solve problems?" Cramer reflects. De…
  continue reading
 
Charmel Maynard, 2023 recipient of NACUBO’s Rodney H. Adams Endowment Award, took a leap of faith to leave banking behind and follow a mentor into university investments. In this episode, Charmel shares how he transitioned to higher education and offers advice on leadership, learning, and team building. Key Points: Believes in taking smart career r…
  continue reading
 
In this special episode, Kara Freeman, NACUBO’s president and CEO, interviews two familiar higher education colleagues about their recent book, The Resilient University: How Purpose and Inclusion Drive Student Success. Throughout the conversation, Freeman Hrabowski III, president emeritus, and Lynne Schaefer, vice president emerita for finance and …
  continue reading
 
Samuel Sudhakar is vice president and chief financial officer at California State University, San Bernardino in San Bernardino, CA. In this episode, Sudhakar joins host Donna Schiele to talk about his career journey, the importance of developing leaders, and how higher education needs to adapt. “The effectiveness of a leader comes from developing a…
  continue reading
 
Anne Santos, assistant dean for finance and administration at Rice University's Glasscock School of Continuing Studies, took an unconventional path to her role. With a background in hospitality and small business, Anne shares how she transitioned industries and offers advice on pursuing your passions. Key Points: Transitioned from hospitality/small…
  continue reading
 
Molly Mercer is chief financial officer at the Pennsylvania State System of Higher Education (PASSHE) in Harrisburg, Pennsylvania. In this episode, Mercer joins host Donna Schiele to discuss navigating a career in higher education finance, embracing shared governance, and growing as a leader through mentorship. “I can't say enough about the importa…
  continue reading
 
NACUBO’s Christine Simone interviews Rick Wernoski, the associate vice chancellor for operational excellence at the University of North Carolina at Chapel Hill. Key Points: 30+ years in higher ed, started as budget analyst and moved up to leadership Passionate about transforming students' lives through academics and research Recent success creating…
  continue reading
 
Andrea Young is vice president for finance and administration and associate professor of mathematical sciences at DePauw University in Greencastle, Indiana. In this episode, Young joins host Donna Schiele to discuss her career journey in higher education administration, the importance of shared governance, and building consortium relationships. "I …
  continue reading
 
Christine Simone, host of Career Conversations, interviews Darrell Duncan, vice president of finance at Lipscomb University in Nashville, Tennessee. Duncan shares insights from his 25+ year career in higher ed finance, including the importance of loving people, being visible, and embracing change. Key Takeaways: Lead with love – Duncan believes you…
  continue reading
 
Jeffrey DeWitt is chief financial officer and executive vice chancellor for finance at the University of Kansas in Lawrence, Kansas. In this episode, DeWitt joins our host Donna Schiele to talk about the challenges facing higher education, the importance of strategic alignment, and the bright future ahead for universities. “The future of higher ed,…
  continue reading
 
In this episode, host Christine Simone interviews Marissa Pace, associate vice president of business and financial affairs at Spelman College. Pace shares her journey transitioning from corporate finance roles to higher education administration, driven by the mission to educate and serve students. Key Takeaways: Higher ed provides a sense of purpos…
  continue reading
 
NACUBO’s Liz Clark, vice president, policy and research, speaks with Emily Brock from the Government Finance Officers Association (GFOA) about what’s expected from Washington policymakers this year. Emily is director of GFOA’s Federal Liaison Center and shares her thoughts on what legislative and regulatory actions may impact financings (bonds) and…
  continue reading
 
John Coppola is vice president for finance and administration at Loyola University Maryland in Baltimore. In this episode, Coppola joins host Donna Schiele to talk about finding mentors in higher education, investing in initiatives that support student success, and participating in professional associations like NACUBO and EACUBO. “There’s no bette…
  continue reading
 
Lisa Frace is senior vice president, chief financial officer, and treasurer at Michigan State University in East Lansing, Michigan. In this episode, Frace joins host Donna Schiele to discuss her career path, lessons learned, and insights on the future of higher education finance. "I think mentorship evolves over time. I can think about each organiz…
  continue reading
 
The voluntary turnover rate for nonprofit organizations in 2023 is nearly 60% higher than the overall labor market average. What’s driving this high staff turnover? And more importantly, what can social sector leaders do about it? Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and …
  continue reading
 
In this episode, host Christine Simone interviews Virginia Teachey, associate vice president of budget and finance at Penn State University. Teachey shares how she accidentally fell into higher ed administration but progressed to leadership through mentorship, calculated risks, and self-investment. Key Takeaways: Started higher ed career accidental…
  continue reading
 
Mary Lou Ortiz is vice chancellor, finance and administration and chief financial officer at University of California, Irvine. In this episode, Mary Lou joins our host Donna Schiele to talk about learning on the job, developing mentor relationships, and leading through change. “One of the things I noticed was that a mentor I had was never afraid to…
  continue reading
 
In a conversation based around their NACUBO 2023 Annual Meeting session, Lou Mayer, chief finance officer, vice president of finance and treasurer and Tej Patel, vice president for information technology and chief information officer at Stevens Institute of Technology talk with Neil Gavigan, policy and advocacy manager at NACUBO about cyberattacks …
  continue reading
 
In this episode, host Christine Simone interviews Katie Walker, Assistant Vice President of Financial Planning and Analysis at the University of Virginia, as well as the recipient of NACUBO’s Rising Star Award. Katie shares her unexpected path to higher education finance after studying history and anthropology as an undergrad. She also provides key…
  continue reading
 
On this all-NACUBO episode of the podcast, Liz Clark, vice president, policy and research speaks with Kelli Rainey, senior director, grant programs about Kelli’s ongoing work to help institutions strategically finance equitable student outcomes. Supported by a series of multi-year grants, this effort has partnered NACUBO with a diverse group of 26 …
  continue reading
 
How does a finance professional go from overseeing city budgets to leading a university's financial strategy? For Angie Kraetsch, associate vice president for financial services at Cal Poly, it was a winding path full of strong mentors, challenging transitions, and learning to "get to yes." In this episode of Career Conversations, Angie shares her …
  continue reading
 
Chris Harder, senior fiscal operations manager for student affairs at Metropolitan State University of Denver joins NACUBO’s Bryan Dickson, director, student financial services and educational programs, for a conversation about MSU Denver’s decision to pay its lowest earners more than legally required. Referring to the move as an “investment in the…
  continue reading
 
Noel Sloan is senior vice president of administration and finance and chief financial officer at Texas Tech University in Lubbock, Texas. In this episode, Noel joins our host Donna Schiele to talk about her winding career path to higher education, the importance of mentorship and collaboration, and her approach to creating a magical experience for …
  continue reading
 
Balancing parenthood and career growth isn't easy, but Melissa Hogarty is proof it can be done. As Assistant Vice President for Business in the Office of Finance and Administration at Stony Brook University in New York, Melissa has climbed the ladder in higher ed while raising two kids. She joins host Christine Simone on Career Conversations to sha…
  continue reading
 
The growth of giving circles shows no signs of slowing. But what’s fueling them—and how are giving circles addressing new developments like trust-based philanthropy and giving beyond the check? Whether you're new to philanthropy or a seasoned donor, you’ll appreciate the valuable insights into the power of collective giving and the benefits of join…
  continue reading
 
NACUBO’s Liz Clark, vice president, policy and research speaks with Ann Ellis, CEO and co-founder of Mauve Group. Together, they discuss Ann’s early work as an educator and how Mauve Group has grown to offer a variety of global operations services in more than 100 countries “from Japan to Chile.” After realizing there were opportunities to offer ne…
  continue reading
 
Jean Vock is the senior vice president for business affairs and chief financial officer at the University of Nevada, Las Vegas (UNLV). In this episode, Vock discusses the growth of UNLV to serve the Las Vegas community, her philosophy of leading with service and stewardship, and efforts to transform the perception of the CFO's office. "If we start …
  continue reading
 
In this episode, Christine Simone interviews Rick Anderson, executive vice president of finance and operations at the Medical University of South Carolina. Rick has worked in higher education administration for 35-plus years at eight universities across six states. Not many business officers have been an athletic director at two different Division …
  continue reading
 
Building on their institution’s legacy of serving disadvantaged students, Penny Evans-Plants, chief information officer and Zach Sherwin, director of enterprise analytics at Berry College join NACUBO’s Bryan Dickson, director of student financial services and educational programs to discuss their ongoing efforts to leverage existing data to better …
  continue reading
 
Undria Stalling is the senior vice president of business and finance and chief financial officer at Morehouse College in Atlanta. In this episode, Stalling joins host Donna Schiele to talk about her career path to Morehouse, empowering her team, and the importance of historically Black colleges and universities. “The most rewarding responsibility i…
  continue reading
 
In this episode, Christine Simone interviews Beverly Walker about her career journey in higher education. Beverly’s early time as a community college student has helped to inform her work and laid a foundation for her passion as a relationship builder who helps others find their purpose. Beverly’s current role allows her to work with students, empl…
  continue reading
 
With input from business officers at public and private colleges and universities across the country, NACUBO recently identified the most-pressing higher education business issues in 2023. NACUBO’s 2023 Rising Star Award recipient, Katie Walker, assistant vice president for finance at the University of Virginia, joins Liz Clark, vice president for …
  continue reading
 
Lori Herrick, the chief financial officer at Abilene Christian University in Abilene, Texas, joins host Donna Schiele on the CBO Speaks podcast. In this episode, Herrick discusses her experience as the first woman CFO in Abilene Christian University's history. She talks about overcoming impostor syndrome as a woman leader and pioneering a seat at t…
  continue reading
 
Sharon Schneider is a philanthropy expert, impact investor, and social change strategist who advises some of the world’s most prominent families. Her new book, Handbook for an Integrated Life, captures a growing trend—aligning mission, vision or values with decision making across all facets of a social sector organization’s enterprise, or all facet…
  continue reading
 
We're excited to kick off this new podcast with our guest Shawn Norman, senior vice president for operations and finance, at Iowa State University. He shares insights from his career journey about the importance of relationships, collaboration, and mentorship. Building strong relationships and collaborating with others has been critical to Shawn's …
  continue reading
 
As we enter a new academic year and colleges and universities welcome new and returning students, NACUBO In Brief speaks with enrollment experts. In a conversation addressing different challenges facing enrollment officers, lessons learned from the pandemic, and more, Neil Gavigan, NACUBO’s policy and advocacy manager, sits down with Fabrizio D’Alo…
  continue reading
 
Lucien Costley is the Vice President for Planning and Finance at Schreiner University in Kerrville, Texas. In this episode, Lucien joins our host, Donna Schiele, to discuss his unique path to his current role, the challenges and opportunities of being a CBO, and his thoughts on the evolving landscape of higher education. "I wasn't your typical Inst…
  continue reading
 
Loading …

Quick Reference Guide