2019 CFO Gathering

Overview

The CFO Gathering will be hosted at Biola University in La Mirada, CA from June 10-12.  The intent of the CFO Gathering is to create an intimate environment for CCCU CFOs to gather and converse about topics and challenges facing your campus. A biblical worldview, combined with pragmatic best practices from your peers at CCCU institutions and other industry thought leaders, will run throughout the agenda.

In addition to sessions specifically geared towards CFOs, the 2019 event will also include an opportunity to share meals and a few cross-disciplinary plenary sessions with campus facilities directors and human resources professionals.

 

 

CPE Credits

 

THIS PROGRAM ALLOWS YOU TO EARN UP TO 11 CPE CREDITS
Program Level: Basic | Prerequisites: None | Advanced Preparation: None Required | Program Type: Group-Live
Who Should Attend: Chief Financial Officers, Human Resources Professionals, and Campus Facilities Directors are welcome to attend these sessions and gain CPE credits

Sponsored by CapinCrouse LLP, this seminar will allow you to qualify for up to 11 hours of Continuing Professional Education (CPE) credit. In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. The NASBA sponsor number is 103366. For questions or more information concerning the seminar and CPE credit, please contact us at info@capincrouse.com.

Cancellations and request for refunds must be received by June 1, 2019. For questions or information regarding administrative policies, such as concerns and refunds, please contact Debbie Evans at devans@capincrouse.com or call 317.885.2620.

CapinCrouse LLP 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. Concerns regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

To see sessions that are eligible for CPE credits, please view the program (below).

*  =  indicates session is eligible for CPE credits

 

Program

9:00 am – 7:00 pm

Registration/On-Campus Housing Check-in

12:00 pm – 1:00 pm

Lunch on Flow for Arrivals

1:00 pm – 2:00 pm

Joint Opening Plenary Session: The Challenges of Christian Higher Ed/Remaining Relevant*

Dr. Corey will be discussing how to lead a faith based institution within today’s political environment, including strategies to navigate state and local legislatures, and how to understand the political climate, the institution and the options.

Barry Corey, President, Biola University

*This session is eligible for 1 CPE credit – Management Services

2:00 pm – 3:30 pm

Joint Breakout Session with Facilities Directors: Outsourcing, Collaboration & Consortiums*

Presentation on current activity related to outsourcing, collaboration, and consortium applications as a sample institution and following discussion regarding practices at attendee institutions, benefits of this effort, barriers to exploring these opportunities, and additional operations worth considering for outsourcing or collaboration/consortium arrangements between institutions.

Stephen Holley, Vice President for Finance & Administration, Treasurer, The Claremont Colleges Services

*This session is eligible for 1.5 CPE credit – Management Services

3:30 pm – 4:00 pm
Refreshment Break

4:00 pm – 5:00 pm

Joint Session with Human Resources: Trends and Updates on Benefits*

Michael Rask will speak to Chief Financial Officers and Human Resources professionals about the most recent and upcoming benefit trends that colleges and universities should consider for their faculty and staff.

Mike Rask, Senior Vice President, Higher Education Practice, Aon Risk Solutions

*This session is eligible for 1 CPE credit – Personnel/Human Resources

5:00 pm
Tour of Biola (optional)

6:00 pm – 7:00 pm
Dinner

 

7:00 am – 3:00 pm

Registration/Information Desk

7:00 am – 7:45 am

Breakfast

8:00 am – 8:45 am

Worship & Devotion
Todd Pickett, Dean of Spiritual Development, Biola University

9:00 am – 10:00 am

Joint Plenary Session: Whole and Intentional Leader Development*

As leaders, the job of developing other leaders is one of our most important charges, but so few of us were given the tools to effectively scale our efforts. We may have been trained in a specific profession, but have been forced to rely on our experience alone when it comes to investing in and inspiring faithful leaders all around us. Dr. Rob McKenna is the Founder of WiLD Leaders, Chair of Industrial-Organizational Psychology at Seattle Pacific University, and author of numerous publications including his most recent book Composed: The Heart and Science of Leading Under Pressure. A unique combination of scholar and leader, Dr. McKenna will offer us practical and research-based insight for developing whole leaders on our campuses and in our communities.

Rob McKenna, Chair and Associate Professor of Industrial-Organizational Psychology, Seattle Pacific University

*This session is eligible for 1 CPE credit – Personnel/Human Resources

10:00 am – 10:30 am

Transition & Break

10:30 am – 12:00 pm

Unpacking the CCCU Financial Aid Survey Data*

Dan and Jeff share results from the 20th annual Bethel Study (Financial Aid Survey of CCCU Institutions). Using data from two decades of surveys, they analyze trends in enrollment, college costs, financial aid, discount rates, student debt, and family wealth. Then they combine these data to reveal patterns of institutional financial health (net revenues) and student and family affordability (net price compared with family wealth). Participants will then discuss the implications of these findings for their own campuses.

Dan Nelson, Chief Institutional Data & Research Officer and Jeff Olson, Director of Financial Aid, Bethel University

*This session is eligible for 1.5 CPE credits – Specialized Knowledge

12:00 pm – 1:00 pm

Lunch

1:15 pm – 2:15 pm

The Current Legislative and Legal Landscape and Its Impact on Higher Ed and You as a CFO*

What happens in Washington doesn’t stay in Washington. The effects have far reaching impacts on your institution’s financial health, legal stability, and mission fidelity. This session will review current legislative proposals and legal disputes of relevance to Christian higher education institutions so that CFO’s are aware of the current events and larger trends as they prepare to lead their institution.

Shapri LoMaglio, Senior Vice President for Government & External Relations, CCCU

*This session is eligible for 1 CPE credit – Business Law 

2:15 pm – 2:45 pm

Break

2:45 pm – 4:15 pm

Joint Breakout Session with CFO Group: Emergency Response & Preparedness Case Study Panel
Significant crisis can occur on any campus with little or no warningThe lack of preparedness and mismanagement of a crisis can be devastating for any campus community; the potential injuries and loss of life, financial implication, cessation of campus operations, institutional reputation, litigation, and more. Drawing from experience, the presenters will walk participants through case studies, preparedness systems & pitfalls, and considerations that could lead to the effective management of a major crisis.

Troy Harris, Assistant Vice President for Institutional Resilience, Westmont College and John Ojeisekhoba, Chief, Campus Safety, Biola University

4:15 pm – 5:00 pm

Break before outing

5:00 pm

Offsite outing to Splitsville lanes

7:30 am – 11:30 am

Information Desk

7:00 am – 7:45 am

Breakfast

8:00 am – 8:45 am

Worship & Devotion
Todd Pickett, Dean of Spiritual Development, Biola University

9:00 am – 10:00 am

CFO Deep Dive Facilitated Discussion: Hot Topics, Innovation & Solutions Part 1*

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.

Facilitated by: Van Wray, Director of Produce Management, Rocket Nine Solutions, Inc.

*This session is eligible for 1 CPE credit – Management Services

10:00 am – 10:30 am

Refreshment Break

10:30 am – 12:00 pm

CFO Deep Dive Facilitated Discussion: Hot Topics, Innovation & Solutions Part 2*

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.

Facilitated by: Van Wray, Director of Produce Management, Rocket Nine Solutions, Inc.

*This session is eligible for 1.5 CPE credits – Management Services

12:00 pm

Grab ‘n Go Box Lunch

Registration

 

Register Now

 

 

Conference Rates

Early Bird

(by 4/5/19) 

Regular

(4/6/19 – 5/10/19)

Late

(5/11/19 – 5/31/19)

Member w/ 2 nights housing

$375

$425

$475

Member (no housing)

$295

$345

$395

Non-member w/ 2 nights housing

$425

$475

$525

Non-member (no housing)

$345

$395

$445

Spouse/Guest w/housing

$375

$425 $475

 

Your registration fee includes:
Access to all conference sessions, meals, and materials, and on-campus housing unless you choose the package without housing included.

Registration Eligibility and Process:
CCCU conferences and events are a benefit to faculty, staff, and administrators at our CCCU institutions, so they are typically closed to non-member individuals and institutions unless they are sponsors or speakers. There are some exceptions to this rule, so if you are a non-member interested in attending, please send your request to conferences@cccu.org

All registrations are reviewed to ensure they meet the CCCU eligibility policies.  The CCCU reserves the right to refuse or cancel all ineligible registrations at any time and shall not be held accountable for any outside fees associated with this cancellation.

Only individuals who register and present a badge may attend conference events. A badge is required for all conference sessions and events. For security reasons, badge swapping is not permitted. Anyone found wearing a badge that does not match his/her identification will be removed from the conference without a refund. In addition, the badge/name will be cancelled without a refund.

To register for the conference, click the Register button and sign in to your CCCU account. If you have any issues or if you forgot your log-in information, please call our office at (202) 546-8713 for assistance.

By registering for the conference, you are providing permission to receive emails, mailings, and faxes related to the conference. If you would like to opt-out from receiving the e-Advance Newsletter or if you wish to no longer receive emails from the Council for Christian Colleges & Universities, updates your preferences by logging into your MY CCCU account.

Full payment must accompany your registration. Please call the CCCU office at (202) 546-8713 if you need to make payment by check.

Cancellation Policy:
You may cancel your registration at any time prior to the start of the program. If you must cancel, email conferences@cccu.org. Full refunds will be given for cancellations received by close of business April 26, 2019. Refunds for cancellations received after April 26, 2019, will be issued minus a $50 processing fee. No refunds will be issued for cancellations received after May 18, 2019. Substitutions will be honored at any time. No-shows are not refunded.

Photo/Video Disclaimer:
By registering for and attending this event, you agree that your image may be used at any time, without further notification, for printed materials, websites, social media, and other marketing purposes. If you do not want us to use any photo that includes you, please contact the CCCU conference coordinator at jrascoe@cccu.org.

Travel & Accommodations

Biola’s campus rests on the border of Orange and Los Angeles counties, putting students just minutes from all that Southern California has to offer — including entertainment, cultural riches and a wealth of internship and career opportunities. Surfing and sunbathing are a mere 25 miles away. Disneyland and Knott’s Berry Farm are even closer. Half an hour up the freeway in Los Angeles, students can catch TV tapings, peruse the Getty Center’s vast art collection or soak up live music at historic theaters and concert halls. Baseball, basketball, hockey and soccer fans can find major-league entertainment throughout the year.

If you’ve selected a registration option that does include housing, you will be housed in a two bedroom, suite-style dorm. Each suite includes a private bathroom, and each room includes a sink and vanity. Each registrant will receive their own bedroom, but will share a bathroom with a suite mate. Linen packages are included (you will not need to bring your own sheets, towels, or pillows). Toiletries are not included.

If you have selected a registration option that does not include on-campus housing and are looking for nearby hotels, please refer to the links below:

  • To see a list of local accommodations near Biola University’s campus, click HERE.
  • To see a list of local airports near Biola University’s campus, click HERE.