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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larry  Larry Ladd
Larry Ladd serves as a business advisor at Grant Thorton and as a subject matter expert supporting its services to clients. He is an expert on higher education industry trends and institutional best practices. In addition to his higher education expertise, Ladd is a national resource on not-for-profit governance, enterprise risk assessment, budgeting and financial planning, endowment management, sponsored research, and internal controls. He represents Grant Thornton to the NACUBO Accounting Principles Council. Grant Thornton is the fifth-largest accounting, tax, and business advisory firm, serving clients through 51 offices in the United States. Before joining Grant Thornton in 1998, Ladd served as director of budget and financial planning at Harvard University, dean of administration and dean of the college of special studies at Tufts University, associate director for institution operations and chief financial officer of the Woods Hole Oceanographic Institution, assistant provost for budget and administration at Boston University, and assistant to the president of Duke University. 

 Fran Browns Fran Brown

Fran Brown is a partner and Professional Practice Leader-Attest at CapinCrouse and has more than 30 years of experience providing audit and management consulting services to a variety of nonprofit entities, including colleges and universities, churches, and large nonprofit organizations. His expertise includes strategic planning, budgeting, financial statement preparation, exempt-organization tax filing, real property sales and leases, board training, and enterprise risk management (ERM) training.

   J.R. Briggs passion is two-fold: to grow fruit on other people’s trees – specifically the trees of hungry kingdom leaders – and to collaborate with others to create good mischief for the kingdom. He started Kairos Partnerships in 2011 to see these two passions meet the needs of kingdom leaders.

In addition to starting Kairos Partnerships, he serves in ministry as founding pastor and Cultural Cultivator of The Renew Community, a Jesus-centered congregation for the hungry and the hurting in the Greater Philadelphia Area.

He also serves as adjunct professor at Biblical Theological Seminary and as the Director of Leadership and Congregational Formation for The Ecclesia Network. He is an author, co-author and contributor of eight books that seek to equip and care for kingdom leaders."
   Dr. Lorna Hernandez-Jarvis is currently working on the cognitive processes involved in cognitive representation of dance movements. She is interested in how the way a sequence of dance movements is learned impacts the memory for the sequence and the quality of the execution of the dance movements. She is also engaged in bilingualism research and interested in identifying factors related to acculturation processes that impact the psychological well-being of adolescents, their resilience, and their success in mainstream American society. She has served as director of cultural diversity courses in the general education curriculum, and was the Director of the General Education Program at Hope College. She has also been a leader and facilitator on several faculty development programs, running many workshops, particularly addressing cultural diversity in Higher education. Lorna was a professional ballet dancer before becoming a psychologist and continues to be involved in the world of dance.

Dale Kemp (MBA, CPA) was appointed in August 2009 to serve as Vice President for Finance and Treasurer at Wheaton College. He is a graduate of UCLA and Chaminade Universities.

Dale serves Wheaton College with oversight of the finance and operational affairs of the College, including Investments and Trusts, Finance, the development, operation and maintenance of Wheaton’s facilities, Academic and Institutional Technologies, Legal, Human Resources, Accounting and Purchasing, Financial Aid, and Auxiliary Enterprises.

Prior to his role at Wheaton, Dale enjoyed a long and full career in finance, banking, and real estate, most recently serving as CFO and Executive Vice President for KB Urban in Los Angeles. He also served for fifteen years as Executive Vice President and CFO for MBK Real Estate in Irvine, a wholly owned subsidiary of Mitsui & Co. MBK was a diversified real estate developer which included operations in homebuilding, construction, retail and commercial properties, and senior assisted living properties. Prior to this Dale served as eight years with the international public accounting firm of Price Waterhouse, now PricewaterhouseCoopers.

George Latter, Jr., MBA, joined Point Loma Nazarene University in March 1988 as Senior Financial Analyst. He was appointed University Controller in July 1989 and served in that capacity until 2002, when his title was changed to Associate Vice President for Finance to reflect his expanded responsibilities. In July 2004, Mr. Latter was appointed Vice President for Finance & Administrative Services. His area of responsibility at the University includes finance and accounting, student financial services, information and telecommunications systems, physical plant, human resources, and auxiliary services. Prior to joining PLNU, Mr. Latter spent nine years in increasingly responsible accounting and management positions.

Mr. Latter has served on several visit teams for the Western Association of Schools and Colleges and is a member of the Chief Financial Officers commission of the Council for Christian Colleges and Universities.

Laurie Leo has more than 25 years of strategic and financial experience in public and privately owned companies, in addition to her own consulting practice. Prior to joining Roberts, Leo held financial roles at large multinational companies, including Xerox Corp. and Bausch & Lomb, as well as several small companies and nonprofit organizations. Most recently, she served as chief financial officer at First American Equipment Finance, a subsidiary of City National Bank.

As CFO at Roberts, Leo develops and implements the business and fiscal services necessary to support the missions of Roberts and Northeastern. She is also responsible for providing accurate information for both short- and long-range planning, implementing streamlined systems and processes, and participates in key decisions with College and Seminary leadership. As CFO, she also provides strategic leadership for vital campus departments, including, but not limited to, finance, facilities, risk management and contract service.

D. Michael Lindsay, President, Gordon College, earned his Ph.D. in sociology from Princeton University and graduate theological degrees from Wycliffe Hall at Oxford University and Princeton Theological Seminary. He is a summa cum laude and Phi Beta Kappa graduate of Baylor University where he has been named Outstanding Young Alumnus.

Prior to arriving at Gordon, President Lindsay was a member of the sociology faculty at Rice University for five years, where he won multiple awards both for his teaching and his scholarly research. The author of two dozen scholarly publications, Dr. Lindsay’s Faith in the Halls of Power was nominated for the nonfiction Pulitzer Prize in 2007. His most recent book, View from the Top, won two awards and has been translated into Chinese and Japanese. As a scholar and educational leader, President Lindsay has lectured on five continents and works tirelessly to create opportunities worldwide for Gordon students, faculty, and staff. His tenure as the eighth president of Gordon has coincided with record years of opportunity and growth for the Gordon community. Since his appointment in 2011, Gordon has experienced banner years in terms of enrollment, fundraising, financial strength, campus diversity, sponsored research, athletic success and faith expression on campus.

Shapri LoMaglio is vice president for government relations and executive programs at the Council for Christian Colleges & Universities, where she is responsible for monitoring legislative, legal and regulatory changes that affect CCCU institutions and communicating these changes to Council institutions in order to empower them to advocate in their own best interest. LoMaglio also advocates on behalf of CCCU institutions in Washington, D.C., and speaks widely on issues of higher education and religious liberty. She is a Gordon College alumna and earned her J.D. from the University of Arizona. She is licensed to practice law in the state of Arizona.

Michael Pierce joined the Biola University community in August 2010 as Vice President of Business and Financial Affairs. He arrived at Biola after serving as senior director of finance and administration at the Center for Innovation and Strategic Collaboration, a research and development company within St. Jude Medical, Inc. Mike has established an impressive record in the areas of business and financial management, serving with distinction in a variety of leadership roles. He also spent nearly 20 years in various capacities at the Johnson & Johnson Family of companies, working in such roles as senior accountant, marketing finance manager, finance controller and, ultimately, supply chain group manager. Mike now oversees the areas of Finance, Human Resources, Legal, and Information Technology. Mike holds a B.S. in accounting from California State Polytechnic University, Pomona, and an MBA in finance from California State University, Fullerton. He also holds both CPA and CMA licenses in the state of California.

Richard D. Sweeney, Jr. who served as the first director of communications at Gordon College, returned to the College in November 2010 as the new vice president for marketing and strategic communications. His primary role includes overseeing college-wide integrated brand marketing strategies for Gordon’s nationally recognized student programs, academic disciplines and institutional distinctions.

Sweeney has more than 18 years experience managing award-winning marketing and communications programs in higher education, after previously working in corporate communications at Liberty Mutual. After serving as Gordon’s director of communications from 1995 to 2001, he worked at Cornell University as the director of marketing and communications for the Johnson Graduate School of Management. Most recently he was executive director of advancement communications and marketing at Boston College and worked as an independent marketing and communications consultant. Sweeney has led branding and strategic marketing initiatives in print, media and online; his video projects at Cornell earned a gold Davey Award in 2007 and a Telly Award in 2004. In 2013, Sweeney and his team won a Gold Award from Education Digital Marketing for the microsite introducing Gordon's new brand tagline (livesworthleading.org), and a Bronze Award for digital video (the One Student's Story series).

Sweeney holds a B.A. in English from Gordon and an M.S. in mass communication from Boston University.

Rob Van Cleef is Associate vice president of strategy and decision support at Gordon College (MA). He offers extensive experience in enrollment management, strategic planning, data-driven decision making, and Website design.

In his current position, Mr. Van Cleef advises the college's president and cabinet on competitive strategy, planning, and execution of priority change initiatives. He also has experience coordinating the development of the college's strategic marketing plan as well as its five-year strategic plan. In addition, he chaired the college's enrollment and retention committee, implementing new mechanisms for forecasting enrollment and identifying at-risk students. He also formed a multidisciplinary management committee to optimize the college's Website. When he served earlier in project management and technology positions at Gordon College, he revamped the internal processes of the admissions and graduate education offices, developed and maintained a five-year technology road map, and led or served on a number of strategic planning committees. Mr. Van Cleef also helped Gordon College recruit its largest class in school history while improving the institution's college ranking as well.

Before coming to Gordon College, Mr. Van Cleef founded a Website development company that worked with a number of Fortune 100 companies. His projects covered content management systems, e-marketing campaign tracking systems, and registration systems, among others."