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2024 Business Management Institute

August 5–7, 2024
University of California, Santa Barbara

Registration Accommodations Scholarships CPE Credits
Schedule-at-a-Glance General Information & Handouts

The 2024 Schedule-at-a-Glance can be found below. Please see the General Information & Handouts page for session descriptions. CPE Details will be updated as it is received. Schedule and CPE details are subject to change. 

Schedule at a Glance

Wednesday, July 17
Get Ready for BMI - A Virtual Welcome
Monday, August 5
All Tracks
3:30-7:00 PM - Registration - Corwin Lobby
5:30-6:30 PM - First-Time Attendee Orientation - Cowin Pavilion, East & West
6:30 - 8:30 PM - Conversations, Connections, and Chow  - Lagoon Plaza
Tuesday, August 6
All Tracks
8:45–10:00 AM - Lotte Lehman Concert Hall
Welcome to 2024 BMI - Ruth Johnston
Keynote Address - Paul Orfalea
10:00-10:15 Break

Track 1 - Intro to BMI
10:15-11:45 AM - Corwin Pavilion, East and West

Track 2 - Case Studies
10:15-11:45 AM - Loma Pelona 1108

 Track 3 - Strategic Planning
10:15-11:45 AM - Loma Pelona 1100
The Power of Honest Conversation, Allison Vaillancourt Intro to Case Study Format & Learning Leadership Lessons, Kendra Yoshimoto, Joyce Lopes, Yolanda Anglin, Amber Blakeslee, Queen E. King Work-Life Integration Strategies, Carina Celesia-Moore

Track 1 - Intro to BMI
11:45 AM–1:00 PM

Track 2 - Case Studies
11:45 AM–12:45 PM

 Track 3 - Strategic Planning
11:45 AM–1:00 PM

Lunch - De La Guerra Dining Hall

Lunch - Carrillo Dining Hall

Lunch - Carrillo Dining Hall
Track 1 - Intro to BMI
1:00-2:30 PM - Corwin Pavilion, East and West		 Track 2 - Case Studies
12:45-2:30 PM - Loma Pelona 1108, Lagoon Room, DeAnza 1014, 1018, 1019		 Track 3 - Strategic Planning
1:00-2:30 - Loma Pelona 1100
Discover Your Strengths, Katy Rees & Jennifer Williams Case Study Breakout Sessions, Kendra Yoshimoto, Joyce Lopes, Yolanda Anglin, Amber Blakeslee, Queen E. King Voice, Values & Velocity: The New Rules of Employee Engagement, Allison Vaillancourt
2:30-2:45 PM Break
Track 1 - Intro to BMI
2:45-4:15 PM - Corwin Pavilion, East & West		 Track 2 - Case Studies
2:45-4:15 PM - Loma Pelona 1108		 Track 3 - Strategic Planning
2:45-4:15 PM - Loma Pelona 1100
The Art of Informational Interviewing, Carina Celesia-Moore Collaborate with Strengths, Katy Rees, Jennifer Williams

Strategy Planning 1, Ruth Johnston
4:15-5:15 PM - Break
5:15-7:15 PM - Picnic at Goleta State Beach (walking distance from campus)
Wednesday, August 7
Track 1 - Intro to BMI
8:30-9:45 AM - Corwin Pavilion, East & West		 Track 2 - Case Studies
8:15-9:45 AM - Loma Pelona 1108, Lagoon Room, DeAnza 1014, 1018, 1019		 Track 3 - Strategic Planning
8:30-9:45 AM - Loma Pelona 1100
LSS vs AI – The Process Improvement Battle of the Century!, Antonio Nava Case Study Breakout Sessions, Kendra Yoshimoto, Joyce Lopes, Yolanda Anglin, Amber Blakeslee, Queen E. King

Strategy Planning 2, Ruth Johnston
9:45-10:00 - Break
All Tracks
10:00-11:00
All Tracks Elective 1: Strategic Budgeting, Joyce Lopes - Corwin Pavilion East & West
All Tracks Elective 2: Leading Your Team: Thriving in Change & Building Psychological Safety for Success, Sara Reed - Loma Pelona 1108
All Tracks Elective 3: Harnessing Emotional Intelligence for Better Leadership, Sue Anderson - Loma Pelona 1100
All Tracks Elective 4: Getting Comfortable with Conflict, Allison Vaillancourt - Club Betty Eling Wells Pavilion
All Tracks Elective 5: Biscuit Bites - Leadership Lessons from Ted Lasso, Diane Fennig - UCen Harbor
All Tracks Elective 6: The Work of Happiness & Joy, Teri Bump - UCen State St.
All Tracks Elective 7: Identifying, Preventing & Responding to Fraud, Howard Lutwak UCen Flying A
11:00-11:15 - Break
Track 1 - Intro to BMI
11:15 AM-12:30 PM - Corwin Pavilion, East & West		 Track 2 - Case Studies
11:15 AM-12:30 PM- Loma Pelona 1108

Track 3 - Strategic Planning
11:15 AM-12:30 PM - Loma Pelona 1100
Navigating Your Career, Diane Fennig Creating Coaching Conversations, Carina Celesia-Moore

Lead with Strengths, Katy Rees, Jennifer Williams
12:30 - 2:00 PM - All Tracks Lunch - Lagoon Plaza 12:30 - 1:30 PM - All Tracks Lunch - Lagoon Plaza 12:30 - 2:00 PM - All Tracks Lunch - Lagoon Plaza
Track 1 - Intro to BMI
2:00-3:15 PM - Corwin Pavilion, East & West		 Track 2 - Case Studies
1:30-3:00 PM - Loma Pelona 1108, Lagoon Room, DeAnza 1014, 1018, 1019		 Track 3 - Strategic Planning
2:00-3:15 PM - Loma Pelona 1100
Executive Presence, Teri Bump Case Study Breakout Sessions, Kendra Yoshimoto, Joyce Lopes, Yolanda Anglin, Amber Blakeslee, Queen E. King

Strategy Planning 3, Ruth Johnston
3:15-3:30 PM - Break 3:00-3:15 PM - Break 3:15-3:30 PM - Break
Track 1 - Intro to BMI
3:30-4:30 PM - Corwin Pavilion, East & West		 Track 2 - Case Studies
3:15-4:15 PM - Loma Pelona 1108, Lagoon Room, DeAnza 1014, 1018, 1019

Track 3 - Strategic Planning
3:30-4:30 PM - Loma Pelona 1100
Navigating the Audit Trail, Howard Lutwak Case Study Breakout Sessions, Kendra Yoshimoto, Joyce Lopes, Yolanda Anglin, Amber Blakeslee, Queen E. King

Strategy Planning 4, Ruth Johnston
Track 1 - Intro to BMI
4:30-5:45 PM - Corwin Pavilion, East & West		 Track 2 - Case Studies
4:15-5:30 PM - Loma Pelona 1108		 Track 3 - Strategic Planning
4:30-5:45 PM - Loma Pelona 1100
QBQ - Question Behind the Question: Accountability for Success, Debra Hammond Negotiating Everything, Lupe Valencia, Teri Bump Cultural Sensitivity in the Workforce, Meredith Brown
Class Farewell
6:00-6:30 PM - Break
6:30-8:30 PM - Closing Reception - Fiesta Night & T-Shirt Exchange @ the UCSB Manzanita Village - Las Encinas Quad

 

Contact

For questions about BMI courses & content, contact Jeanette Perez at [email protected] OR Betsy Clark at [email protected]

For questions about online registration, accommodations, and logistics for BMI, contact the WACUBO Office at [email protected] 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.