This workshop will take place in the Hawaii Standard Time Zone. CPE credits are subject to change and adjustment.

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Workshop A: WACUBO Accounting for Non-Accountants March 15, 2023
9:00 AM–4:30 PM
Field of Study: Governmental Accounting Program Level:
Beginner
7 CPE Credits
Lupe Valencia, Senior Associate Vice President for Business Affairs and Deputy CFOUniversity of Texas at El Paso
Joanne Richardson, Assistant Vice President for Budget & Personnel, University of Texas at El Paso

Description

This class will help you expand your knowledge and effectiveness as a leader in higher education by understanding the basic principles of financial and fund accounting.  Understanding the basics of accounting in higher education will allow you to better converse with your finance, accounting and budget staff.  It will also show you how accounting can help drive management decisions.  Finally, we will present several recent fraud occurrences that have occurred in higher education, including what you need to watch out for based on the latest scams.  Additional information on analyzing and interpreting financial statements will be provided, along with excellent networking opportunities with fellow colleagues throughout the WACUBO region and beyond who will be in attendance. 

Learning Objectives

By the end of this session participants will:

  • Ability to read financial statements
  • Understand fund accounting
  • Identify the difference between cash basis accounting and accrual accounting
  • Apply straight line depreciation
  • Identify internal controls and the fraud triangle
  • Discuss current cases of fraud in higher education

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WORKSHOP B: From Supervisor to Leader: Taking Your Leadership Skills to the Next Level for Your Institution
March 15, 2023
9:00 AM–4:30 PM
Field of Study: Personnel/Human Resources Program Level: 
Beginner
7 CPE Credits
Dr. Sara Reed, Vice President, People & Talent, Western Governors University
Megan Glide Villasenor, Chief Operations Officer, Biomedical Engineering, University of California, Davis

Description

Within higher education, we need to be both resource managers with a sense of stewardship, and leaders helping move our teams forward through engaged leadership. This workshop will cover theory and practical application, using case studies, discussion and refection to explore how a leader within higher education can both manage resources smartly and lead people with intent and vision 

Learning Objectives

By the end of this session participants will:

  • Identify supervisor, manager, and leader behaviors and how to do so intentionally
  • Express individual leadership values and philosophy
  • Apply practical skill concepts to case studies
  • Complete a leader development plan to continue individual leadership learning beyond the workshop 

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Workshop C: Developing Your Coach Approach
March 15, 2023
9:00 AM–4:30 PM
Field of Study: Personal Development
Program Level: 
Beginner
7 CPE Credits
Carina Celesia Moore, MA, Retired, University of California – Davis; University of California Office of the President Rehired Retiree; Visiting Instructor, University of the Pacific

Description

The most effective business officers in higher education are those who manage people and projects with positivity and a sense of curiosity (rather than with judgment and fixes) – they use a coach approach. In this interactive workshop, you will explore how to get to the heart of meaningful matters in moments through the art of asking powerful, open-ended questions, and listening deeply; that is, you will develop your coach approach. Whether you are a supervisor or an individual contributor, you can enable an innovative culture where ongoing, coaching conversations about performance, projects, and professional development, are a common practice throughout the year. By the end of this workshop, you will explore the International Coaching Federation (ICF) competencies, and leave with practical tools and techniques to increase your effectiveness in using a coach approach. You can look forward to future conversations your colleagues want, and that inspire everyone’s best work.

Learning Objectives

By the end of this session participants will:

  • Review International Coaching Federation (ICF) Core Competencies
  • Compare and contrast coaching, advising, counseling, mentoring, training, consulting
  • Practice using “powerful questions” to create coaching conversations people want
  • Reflect on potential actions for using a coach approach at work

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Workshop D: Lean Process Improvement
March 16, 2023
9:00 AM–4:30 PM
Field of Study: Management Advisory Services Program Level: Beginner 6 CPE Credits
Robyn Pennington, Chief of Staff, Business & Finance, The California State University Office of the Chancellor
Alexis Naiknimbalkar, Director, Organizational Excellence, The California State University Office of the Chancellor

Description

Every organization is a collection of processes. These processes are the natural business activities you perform that produce value, serve customers and generate results. Many organizations follow dated policies and procedures because of tradition of “that’s how it’s always been done.” Process improvement techniques can increase productivity and efficiency and/or reduce the cost of operations by eliminating waste, non-value added steps and uncovering the root causes of systematic quality issues. In most cases, only a small percent of all activities supporting business processes add value for customers and end-users.

Learning Objectives

By the end of this session participants will:

  • Manage/communicate a process improvement effort
  • Create “current state” and “future state” process maps
  • Identify and reduce non-value-added steps (Waste)
  • Apply Lean tools/methodologies (cross-functional map with metrics, waste walk, A3 thinking)

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Workshop E: Strategy for Higher Education March 16, 2023
9:00 AM–4:30 PM
Field of Study: TBA Program Level: 
TBA
7 CPE Credits
Jeff Aird, Vice President, Institutional Effectiveness, Salt Lake Community College

Description

Strategy in higher education looks different than in any other sector, yet it’s just as essential. In this workshop we will learn together the essential elements of a higher education strategy and the processes to create one that can energize your team and advance your goals. We will evaluate different case studies from different higher education sectors to glean lessons for workshop participants. By the end of the day you will have a tool box of approaches for creating meaningful strategies that can accomplish institutional goals. 

Learning Objectives

By the end of this session participants will:

  • Critique and evaluate the different elements of strategy in higher education
  • Create the basic components of a higher education strategy for your needs
  • Design a scalable participatory strategy development process that people want to engage in
  • Design strategy assessments 

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Workshop F: Grants Management March 16, 2023
9:00 AM–4:30 PM
Field of Study: Specialized Knowledge Program Level: Beginner 7 CPE Credits
Andres Chan, Director, University of Southern California
Ken Erickson, Director of Research Management & Compliance, University of Utah
Lupe Valencia, Senior Associate Vice President for Business Affairs and Deputy CFOUniversity of Texas at El Paso

Description

This workshop is designed to provide business officers a solid grants management and administration foundation. Understanding key concepts, overarching policy, related methodologies and identifying value-added activities are key to successfully managing sponsored research. In this workshop, you will learn about the governing regulations and compliance requirements for Sponsored Research projects (and how they are applied) at your institution. It will be critical to understand and differentiate the roles for Central Administration and for Departmental Administration at your institution.  Formulate options that are most applicable. Coordinate research plans with campus leadership (VPR, CFO, VPs, Deans, Chairs) and with PI s. Attendees will leave this workshop knowing to build a network of colleagues who have similar roles and responsibilities and who face many of the same challenges and opportunities.

Learning Objectives

By the end of this session participants will:

  • Understand elements of sponsored agreements and arching applicable guidance.
  • Improve Internal Controls to assist the compliance process 
  • Develop an understanding of methodologies used to monitor Service / Recharge Centers.
  • Learn to Manage allowable Direct Costs and Indirect Costs.
  • Apply and manage the “Grants and Contracts Life Cycle” (from beginning to closing) for Sponsored Research.
  • Identify applicable Data Analytics that should / could be employed at your institution.

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Workshop G: Inclusive University Ethics  March 17, 2023
9:00 AM–4:30 PM
Field of Study: TBA Program Level: TBA 6 CPE Credits
Jessica Ludescher Imanaka, PhD, Associate Professor, Philosophy, Seattle University

Description

This interactive workshop will provide a foundation for identifying and addressing ethical challenges in the university context. We will examine university ethics cases, including those experienced by participants in their respective workplaces. Participants will practice working through problems in activities and devising customized techniques for enhancing their ethics competencies in practical application. An appreciation for the diverse traditions that inform ethical outlooks will be emphasized so as to heighten mutual respect when conflicts arise. We will combine creative problem solving with reflection in practice sessions aimed at finding novel and effective ways of approaching moral quandaries at work.

Learning Objectives

By the end of this session participants will:

  • Understand the scope of ethics-related matters in the university context and the relationship between ethics and compliance
  • Recognize ethics challenges and moral dilemmas by discerning relevant stakeholders implicated
  • Identify principles and values to guide ethical decision making
  • Appreciate diverse ethical traditions that inform decisions
  • Practice addressing moral conflicts in the workplace
  • Identify common pitfalls to avoid
  • Cultivate creativity, reflection, analysis and empowerment 

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Workshop H: Design Thinking: Re-Imagining Customer-Focused Solutions March 17, 2023
9:00 AM–4:30 PM
Field of Study: Business Management & Organization Program Level: Beginner 5.5 CPE Credits
Carina Celesia Moore, MA, Retired, University of California – Davis; University of California Office of the President Rehired Retiree; Visiting Instructor, University of the Pacific

Description

What is “Design Thinking”?! What does “empathy” have to do with the business of higher education? If you are eager to solve problems with a fresh approach, you are ready for this interactive workshop. Explore the fundamentals of Design Thinking and discover tools you can use to re-imagine customer-focused solutions. You will delve into how you might do things differently to drive organizational performance and continuous improvement, especially keeping the customer's experience in mind. In this workshop, you will consider solutions using the Design Thinking process with questions including, “What Is? What If? What Wows? and What Works?!”  Through experiential exercises, you will build your skill in "human-centered" designs, practice applying Design Thinking concepts (e.g., empathy interviews, brainstorming, rapid prototyping), and begin creating your own toolkit for future use. By the end of the workshop, you will have renewed creativity to engage your higher education customers!

Learning Objectives

By the end of this session participants will:

  • Explore Design Thinking fundamental concepts
  • Brainstorm examples of “human-centered designs”
  • Participate in discussions and exercises that highlight Design Thinking tools (e.g., empathy interviews, brainstorming, rapid prototyping)
  • Engage a variety of higher education customers through Design Thinking

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Workshop I: Facilities & Administration Long Form / Short Form  March 17, 2023
Long Form: 9:00 AM–2:30 PM
Short Form: 2:45 PM–4:30 PM
Field of Study: Specialized Knowledge Program Level: Beginner 6 CPE Credits
Andres Chan, Director, University of Southern California
Ken Erickson, Director of Research Management & Compliance, University of Utah
Lupe Valencia, Senior Associate Vice President for Business Affairs and Deputy CFOUniversity of Texas at El Paso

Description

Long Form: 

This workshop is designed to help business officers understand the basic concepts for building a long form F&A proposal at a high level. Learn the concepts, methodologies and applicable guidance to provide you with a general background of the costing world.  In addition, we will provide you with an overview of the negotiation process and key issues that may impact your institution’s rates.

Short Form:

Are you an F&A short form school? This workshop is the one for you. Learn the details behind creating an F&A proposal using the simplified methodology.  Understand the various costing principles and adjustments that are necessary for your proposal submission.  We can walk you through the concepts to get you ready for your upcoming submission.

Learning Objectives

Long Form - By the end of this session participants will:

  • Refine your understanding of the facilities and administrative (“F & A”) cost proposal process and the related negotiations with cognizant agencies for long form schools.
  • Learn the “Cliff Notes” version and the methods used on how the Facilities and Administration Research Rates (“F & A Rates”) for your institution are calculated, proposed, and negotiated with the federal government.
  • Understand when F & A Rate Proposals must be prepared, submitted, and then reviewed by cognizant agencies.
  • Discuss the negotiation process and recent key costing negotiation issues that may be relevant to your institution.
  • Understand elements of federally negotiated Fringe Benefits Rates, proposals, and related issues.

Short Form - By the end of this session participants will:

  • Understand the facilities and administrative (“F & A”) cost proposal process and the related negotiations with cognizant agencies for short form schools.
  • Learn how the Facilities and Administrative Research Rates (“F & A Rates”) are calculated, proposed, and negotiated with the federal government.
  • Identify when F & A Rate Proposals must be prepared, submitted, and then reviewed by cognizant agencies.
  • Apply the negotiation process and recent key costing negotiation issues that may be relevant to your institution.

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