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Business Management Institute
Earn up to 14 CPE Credits

Join us August 7–9, 2023
University of California, Santa Barbara

 

Overview Registration Program & General Information Schedule-at-a-Glance
Institute Facility & Accommodations
 Scholarships CPE Credits General Information & Handouts

 

Attendee Know Before You Go Details 

The 2023 Schedule-at-a-Glance can be found below with more course details to follow soon. 

Schedule at a Glance | Earn up to 14 CPE credits

Thursday, July 20
11:00 AM–12:15 PM Get Ready for BMI - A Virtual Welcome
Monday, August 7
4:00–7:00 PM Registration - University Center (UCEN) Mezzanine Level Lobby
4:00–5:30 PM Strength Finders CatchUp Session for New to BMI Participants in Track 3 and Track 4 - State, UCEN LL
5:30–6:30 PM First-Time Attendee Orientation - Corwin East & West
6:30–8:30 PM Conversations, Connections, and Chow @ Lagoon Plaza
Tuesday, August 8
Track Courses
Location		 Track 1 / Track 2
Corwin East & West
 Track 3
Loma Pelona 1108		 Track 4
Loma Pelona 1100
8:30–10:00 AM

The Power of Honest Conversations
Allison M. Vaillancourt, Ph.D., SPHR, Segal
The University of Arizona, ret.


 Intro to Case Study Format & Learning Leadership Lessons
Jeffrey West, CPA, Salt Lake City College ret.
Case Study Facilitators:
Yolanda Anglin, CSU Monterey Bay
Joyce Lopes, Western Washington University
Kendra Yoshimoto, University of Washington, Bothell		 Cultural Sensitivity in the Workplace
Ashlee B. Reece-Walker, Atkinson, Andelson, Loya, Ruud & Roma
10:00–10:15 AM

Break @ Lagoon Plaza

 Break @ Loma Pelona Patio Break @ Loma Pelona Patio
  Track 1/2; First-Year Breakout
Corwin East & West		 Track 1/2;Second-Year Breakout
State, UCEN Lower Level		 Track 3: Case Study Breakouts
Loma Pelona 1108; DeAnza 1014, 1018, 1019		 Track 4
Loma Pelona 1100
10:15–11:45 AM

Discover Your Strengths
Katy Rees & Jennifer Williams, Co-Founders
The Culture People CSU San Marcos, ret.

The Challenge of Leadership-Using a Situational Approach
Debra Hammond, CSU Northridge

Student Case Studies in Small Groups #1
Facilitators:
Jeffrey West
Yolanda Anglin
Joyce Lopes
Kendra Yoshimoto

Voice, Values & Velocity: The New Rules of Employee Engagement
Allison M. Vaillancourt, Ph.D., SPHR, Segal
The University of Arizona, ret.
11:45 AM–1:15 PM Lunch
  Track 1/2; First-Year Breakout
Corwin East & West		 Track 1/2;Second-Year Breakout
State, UCEN Lower Level		 Track 3: Case Study Breakouts
Loma Pelona 1108; DeAnza 1014, 1018, 1019		 Track 4
Loma Pelona 1100
1:15–2:45 PM Question Behind the Question: Accountability for Success
Debra Hammond, CSU Northridge		 Leverage Your Strengths
Katy Rees & Jennifer Williams, Co-Founders
The Culture People CSU San Marcos, ret.		 Student Case Studies in Small Groups #2
Facilitators:
Jeffrey West
Yolanda Anglin
Joyce Lopes
Kendra Yoshimoto		 Strategy Planning #1
Ruth Johnston, Ph.D., University of Washington, ret.
2:45–3:00 PM Break @ Lagoon Plaza Break @ Loma Pelona Patio Break @ Loma Pelona Patio
  Track 1/2 Combined
Corwin East & West		 Track 3
Loma Pelona 1108		 Track 4
Loma Pelona 110
3:00–4:30 PM Operating Budgets & Evaluating Progress
Mela Fezzey, MBM, Managing Partner, TruEd		 Partnering Your Strengths Katy Rees & Jennifer Williams, Co-Founders
The Culture People CSU San Marcos, ret. 		 Strategy Planning #2
Ruth Johnston, Ph.D., University of Washington, ret.
4:30–5:45 PM Break
5:45–7:45 PM Picnic at Goleta State Beach (walking distance from campus)
Wednesday, August 9
Track Courses Track 1 / Track 2
Lotte Lehmann Concert Hall		 Track 3
Lotte Lehmann Concert Hall		 Track 4
Lotte Lehmann Concert Hall
8:30–9:45 AM Greetings: WACUBO BMI
President Guadalupe Valencia, MBA, CGFM, Sr. Assoc. Vice President, Business Affairs & Deputy CFO, The University of Texas at El Paso  
Recognition of 2023 Track 4 Participants
Institute Director, Pamela Hemann, FASAE, CAE
Keynote: The Many Paths to Leadership
Stephanie Fabian, Vice President, Operations & Growth, Chartwells
Andrea Johnson, Division President Mid-Central, Chartwells & Fresh Ideas
9:45–10:00 AM  Grab & Go Break & Walk to Classrooms
  Track 1/2; First-Year Breakout
Corwin East & Wester		 Track 1/2; Second-Year Breakout
State, UCEN Lower Level		 Track 3
Loma Pelona 1108		 Track 4
Loma Pelona 1100
10:00–11:15 AM 

What Will Be Your
Career Story? Designing Your Next...
Diane M. Fennig, Ph.D.
Gallagher Executive Search & Leadership Advisors, University System of Georgia, ret.

 Project Management in Higher Education
Jeffrey West, CPA, MBA
Salt Lake Community College ret.		 Negotiate Everything
Guadalupe Valencia, MBA, CGFM
The University of Texas, El Paso
Teri Bump, American Campus Communities		 Leading with Your Strengths
Katy Rees & Jennifer Williams, Co-Founders
The Culture People CSU San Marcos, ret.
  All Track Electives
11:15 AM–12:00 PM - CANCELLED
 Current Issues & Growth Strategies in Endowment Management
Harold Hewitt and Janna Bersi
Chapman University
11:15 AM–12:00 PM
Loma Pelona 1100		 Next Level Leadership-Communicating with Emotional Intelligence
Sue Anderson
University of San Diego, ret.
11:15 AM–12:00 PM 
Corwin East & West		 Strategic Budgeting
Joyce Lopes
Western Washington University
11:15 AM–12:00 PM 
State, UCEN Lower Level		 Who is the Imposter?
Diane M. Fennig, Ph.D.
Gallagher Executive Search & Leadership Advisors, University System of Georgia, ret.
11:15 AM–12:00 PM 
Betty Elings Wells Pavilion, The Club		 Getting Comfortable with Conflict
Allison Vaillancourt, Ph.D., SPHR, Segal, The University of Arizona, ret.
11:15 AM–12:00 PM 
Loma Pelona 1108		 Lead Your Team to Success: Leveraging Learning & Change to Advance Your Team
Sara Reed, Ed.D., SHRM-SCP
Western Governors University
12:30–2:00 PM  Lunch
  Track 1/2; First-Year Breakout
Corwin East & West		 Track 1/2; Second-Year Breakout
State, UCEN Lower Level		 Track 3
Loma Pelona 1108; DeAnza 1014, 1018, 1019		 Track 4
Loma Pelona 1100
2:00–3:30 PM  Your Executive Presence
Teri Bump
American Campus Communities		 Legal Topic
FRISK Advanced, DeAnna L. Solina, Atkinson, Andelson, Loya, Ruud & Roma		 Student Case Studies in Small Groups #3 Facilitators:
Jeffrey West
Yolanda Anglin
Joyce Lopes
Kendra Yoshimoto		 Strategy Planning #3
Ruth Johnston, Ph.D., University of Washington ret. 
  Track 1/2 Combined
Corwin East & West		 Track 3
Loma Pelona 1108		 Track 4
Loma Pelona 1100
3:30–5:00 PM  Current Hot Topics in Risk Management,
Miguel Delgado, ARM, ARM-P, AINS
The University of Arizona
 How to Be Successful Managing a Remote Workforce
DeAnna L. Solina, Atkinson, Andelson, Loya, Ruud & Roma		 Strategy Planning #4
Ruth Johnston, Ph.D., University of Washington ret. 
5:00–5:15 PM  Class Farewells
5:15–6:30 PM  Break
6:15–8:45 PM  Closing Reception - Fiesta Night & T-Shirt Exchange @ the UCSB Manzanita Village - Las Encinas Quad

 

Contact

Questions about BMI courses & content, contact Pam at pam@assnmgmt.net, (626) 449-4356

Questions about online registration, accommodations, and logistics for BMI, contact the WACUBO Office at office@wacubo.org or (206) 209-5267

CPE Credits - Group Live

The Western Association of College and University Business Officers (WACUBO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.