2017 Chief Financial Officers Gathering

Sponsored Conference

2017 Chief Financial Officers Gathering

Gordon College | Wenham, MA
June 12, 2017 - June 14, 2017
For more information, please contact:  conferences@cccu.org
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Strength for Today, Hope for Tomorrow: Charting the Path Forward

Tentative agenda as of 5.8.17; subject to change

Monday, June 12

10:00 AM

For Attendees Who Arrive Early:  Coffee Mixer
Meet together for fellowship and to hear about the methods that Gordon College has been using to raise the level of understanding about the economic stresses facing higher education among the college's employees.

11:00 AM
5:00 PM
Registration/Check-In

12:00 PM
1:00 PM
Lunch
An informal time to gather with old friends and new over a light lunch.

1:00 PM
1:30 PM
Opening Worship & Devotion
Led by Tom Haugen, Chaplain, Gordon College

1:30 PM
1:45 PM
Break/Transition Time

1:45 PM
3:00 PM
Plenary Welcome Session: The Value and Impact of a Christian Higher Education Institution in its Community
This session will give a comprehensive description and commentary on all the economic and social benefits that Gordon College brings to its larger community. The presentation will help administrators grasp the breadth of impact that a higher education institution can have is providing for the public good. Hear Gordon's President, Michael Lindsay, speak on all that Gordon College brings to its community by both the economic activity related to the College as well as the myriad ways the College provides service and outreach. Learn how to maximize your institution's impact on your community by hearing about Gordon's experience and how it impacts town gown relations in many ways.

Learning Objectives:

To develop an understanding of the potential impact and importance of your higher education institution on your specific locale.

To learn innovative ways that you can foster and improve town/gown relations

To maximize your effectiveness and that of your organization in developing new business and social relationships in the larger community

Presenter: Michael D. Lindsay, President, Gordon College

3:00 PM
3:30 PM

PM Refreshment Break

3:30 PM
4:45 PM
Legislative & Legal Update: What you need to know about Washington, D.C. because it could impact your institution
This session will give an overview of legislative proposals and legal cases relevant for the job of a Chief Financial Officer at an institution of Christian Higher Education. Topics will include proposals for the Higher Education Act, Student Aid Funding, Tax Reform, and Civil Rights Legislation among others. Relevant cases from the U.S. Supreme Court and Appellate Courts will also be discussed. [Business Law]

Learning Objectives:
To have a better sense of the legislative landscape in Washington, D.C.

To be prepared to know what legislation to watch for that could have an impact on a CFO’s institution and to be empowered to advocate for positive legislative outcomes for their institution

To understand the impact of recent Appellate and Supreme Court case outcomes on their institution

Presenter:  Shapri D. LoMaglio, Vice President for Government & External Relations, CCCU

4:45 PM
5:45 PM
Tour of Gordon College

6:00 PM
7:00 PM
Dinner Buffet

7:00 PM
8:00 PM
Optional Lecture: Convicted Civility
The phrase ‘Convicted Civility’, popularized by Christian thinkers Martin Marty and Richard Mouw, captures the heart of the Christian posture of faithful presence in our world today. As Christians, we make a commitment that we won’t run away from others simply because someone thinks differently than us. True biblical community is not the absence of conflict; it is the presence of Jesus in the midst of the conflict. This session will encourage us to remain faithful to God, in the midst of political tension, moral ambiguity, cultural conflict, and widespread uncertainty.

Learning Objectives:
To recognize situations in which we find that conflict is likely, and prepare to engage those situations with 'convicted civility'.

To understand better how to engage in relationship and dialogue with those who disagree without sacrificing grace or truth.

Speaker:  J.R. Briggs, Founder, Kairos Partnerships and Pastor, The Renew Community

Tuesday, June 13


7:30 AM
8:30 AM
Breakfast

8:30 AM
10:00 AM
Crisis Management - When a PR Crisis Hits Your Campus
Christian higher education institutions have experienced a variety of controversies covered in various ways by the media. Listen to staff members from four CCCU schools discuss methods of handling such situations and share their insights on best practices and what has been learned as well as proactive steps to take to mitigate this sort of experience in the future. [Communication & Marketing]

Learning Objectives:
Become aware of the types of public relations and regulatory challenges that have and will continue to face Christian colleges.

Learn how other CCCU schools have responded to these challenges.

Gain an understanding of the "lessons learned" by these institutions and how these can better prepare you and your institution for similar challenges in the future.

Moderator:  Shapri D. LoMaglio, Vice President for Government & External Relations                                                                                                           

Panel:  Dale Kemp, Vice President for Finance & Operations, Wheaton College, George Latter, Vice President for Finance & Administrative Services, Point Loma Nazarene University, Laurie Leo, Chief Financial Officer, Roberts Wesleyan University, Michael Pierce, VP of Business & Financial Affairs, Biola University, and Rick Sweeney, Vice President for Marketing & External Relations, Gordon College


10:00 AM
10:30 AM
AM Refreshment Break

10:30 AM
12:00 PM
Intergroup Dialogue
Dr. Lorna Hernandez Jarvis and Dr. Deirdre Johnston from Hope College have worked to create a program that will assist our students and staff to improve and deepen intergroup communication and relationships. Intergroup dialogue is a process for exploring social group identity, social justice, communication across differences, conflict, and community. Dr. Lorna Hernandez Jarvis will join us to present an overview of their program and communicate ways this method can be used on our campuses as we explore ways to honestly communicate in a God honoring manner. [Communication & Marketing]

Learning Objectives:
This session will describe what is intergroup dialogue and how it is used as an effective pedagogy to engage social identities and difficult conversations

This session will describe a model to use Intergroup Dialogue and Diversity Education and provide a rationale for its use in Faith based liberal Arts institutions.

This session will present a tool to engage members of a community in difficult and controversial conversations.

Facilitator: Lorna Hernandez Jarvis, Professor of Psychology, Hope College

12:00 PM
1:00 PM
Lunch

1:00 PM
2:00 PM
Students of the Future: Changing Demographics Effect on Admissions/Enrollment
Demographic shifts in the U.S. population mean significant changes for colleges in recruitment strategies. Hear an analysis of trends and their potential impact on colleges and universities. Demographic shifts include ethnic and cultural changes. Income distribution patterns will impact these future trends as well. Strategies to address these important issues and challenges will be presented. What are best practices when it comes to developing a long-term strategy to address these issues and implementing it? [Management Services]

Learning Objectives:

Learn the importance of planning and gain an understanding of the challenges your institution is likely to face because of changing demographic patterns.

Become aware of what the best thinking is on developing a long-term plan for enrollment.

Learn innovative ways that colleges can improve their best practices for student recruitment.

Presenter:  Rob Van Cleef, Associate Vice President and Director of Institutional Research, Gordon College

2:00 PM
2:30 PM
Update on Alternative Student Funding
A quick update on work being done with many CCCU schools and others to identify ways to eliminate the need for Federal funding. Will provide an overview of investigation done to date and identify the issues uncovered that need to be resolved, as well as the pros and cons of various solutions. [Management Services]

Learning Objectives:
Understand the various alternatives that are available to address federal student funding

Be aware of the pros and cons of these alternatives

Be able to take back contact information to their home institution for further discussion and follow up

Have networked with other institutions and identify other potential solutions

Presenter: Michael Pierce, Vice President of University Operations & Finance, Biola University

2:30 PM
3:00 PM
Break - Prep for campus departure

3:00 PM
  Offsite Outing:  Trip to Boston
Details forthcoming.

Wednesday, June 14

7:30 AM
8:30 AM
Breakfast

8:45 AM
9:45 AM
Looking Ahead:  What Does a CFO/CBO of the Future Look Like?
During this session, Larry will talk about where higher ed is headed in the future. A key factor for the future is the continued need for diversity in higher education landscape; there is still a need for all women's institutions, historically black colleges and universities, and Christian colleges. Although these types of institutions are needed, they are disproportionately distressed right now and under financial challenge meeting enrollment goals. Although these institutions, including Christian colleges and universities, often hire CFOs based on traditional skills and their technical financial skills, what is actually needed most often, are CFOs who have those skills, but who can, more important, think strategically and manage additional responsibilities like physical plants and IT departments. The numbers matter, but often the CFOs at Christian institutions have to think of the strategy for the future and making the numbers work.

This session will include this and more insights about what the CFO/CBO of the future will need to succeed and help our institutions thrive. [Management Services]

Learning Objectives:
To understand factors leading to success or failure of colleges at this point in history

To gain perspective on the unique role of “niche” colleges in the higher education landscape

To identify key factors in CFOs’ contributions to a college’s success

Presenter:  Larry Ladd, Director-National Higher Education Practice, Grant Thornton LLP

 9:45 AM
10:15 AM
AM Refreshment Break
10:15 AM
12:00 PM
Guided Conversations: Hot Topics
What is your biggest challenge this year? In years ahead? CFOs face a multitude of challenges, but we're not alone. This forum will provide the opportunity for dialogue with one another on the challenges and opportunities we face, allowing us to seek input from others who have or are navigating the same issues. [Management Services]

Learning Objectives:
Explain key challenges and opportunities facing CFOs at higher education institutions

Assess solutions and best practices used by peer institutions

Facilitator: Fran Brown, Partner, CapinCrouse

12:00 PM
  Conference Concludes - Grab 'n Go Box Lunch Available