2024 Consulting Webinar Bundle

2024 Consulting Webinar Bundle

Recorded On: 11/13/2024

people consulting

NACUBO Consulting offers free, 30-minute webinars throughout the year. Registration for this bundle includes access to past and future recordings from 2024.

Presented By:

NACUBO Consulting

Webinar Info

The following recordings are available.

Deficits to Surpluses: Top Turnaround Strategies

If your institution is facing a deficit, cutting costs is only a short-term measure. Join NACUBO consultant Dennis Dintino for a discussion about strategies to increase revenue, with specific examples from his experience. Topics will include enrollment, academic footprint, and collaboration with the faculty and board. He will also touch on what makes an institution a candidate for a merger, a process he went through while at the Polytechnic Institute.

Preparing for and Responding to a Ransomware Attack

Ransomware attacks are becoming unavoidable, especially at colleges and universities. By preparing in advance, you can limit the damage and respond quickly. Join NACUBO Consultant Steve diFilipo for a discussion around key questions, including—

  • How would you know if you are experiencing a ransomware attack?
  • Do you have a contingency plan for continuing daily operations?
  • Does the organization have a budget specific to security and incident management?

Revitalize Your Revenue: Strategies for Re-enrolling Stop-Out Students

Re-enrollment of stop-out students—those students who paused their education—can increase your institution's financial health and foster a culture of continuous education. Join NACUBO Consultant Bill Sliwa for a discussion about financial aid optimization, flexible learning models, re-instatement policies, prior learning assessment, and other strategies to re-engage this student population. We will also discuss using your data to get up-to-date information and ways to work with students who have outstanding balances or defaulted student loans.

Avoiding “Gifts That Cost”

Not all donations are straightforward—naming bequests, real estate, and other gifts can sometimes cost the institution more than their worth. Join Tom Herbert, NACUBO consultant and former senior vice president for university advancement at Miami University, as he discusses how to identify and negotiate complicated gifts. Topics will include legal and ethical concerns, transparency and accountability, and risk management.

Net Assets With Donor Restrictions: What’s in There?

Your institution may have a good process for managing endowment funds and endowment fund valuations—hooray! However, you’ve noticed that the balances in the net assets with donor restrictions (the spendable amounts) are growing each year. Do you know what’s in those balances and what they can be used for? Could they be used to cover expenses that are being paid from unrestricted revenues, thereby freeing up revenues for other purposes?

Join Mary Wheeler, NACUBO consultant and author of the Financial Accounting and Reporting Manual, to explore how to use the funds more strategically, including:

  1. Gathering and documenting the restrictions for all parties to reference
  2. Adding the funds as resources in your operating budget
  3. Identifying restrictions that can’t be met and initiating the process (with donors or under UPMIFA) to request revisions of the restrictions

Navigating Financial Risk Assessments and Outsourcing Audits

Join NACUBO Consulting for a webinar that explores the process of financial risk assessments and subsequent audits. Marc Mathews and Ken Glascock will guide you through how institutions can accurately identify and prioritize their financial risks and then use that assessment to identify audit areas. Our speakers will also discuss the pros and cons of outsourced audits and walk through real examples.

Key takeaways include:

  • Enhanced understanding of the financial risk assessment process
  • Ways to effectively prioritize risks with an audit plan
  • The pros and cons of outsourcing audits
  • Real-world examples and success stories

Stephen diFilipo

Consultant

NACUBO

Stephen diFilipo’s unique attribute is assessing emerging and evolving technologies and identifying the intersections where technologies and business needs meet.

For the past 20+ years, diFilipo has held numerous executive roles in colleges and universities providing strategic leadership and advisory support. More recently, he has been an executive advisor for 50+ campuses.

His current focus is addressing the compliance requirements for colleges and universities regarding GLBA, HIPAA, FERPA, NIST 800-171. Additionally, diFilipo has focused on AI, ChatGPT, and incident response, among other concerns with technology implications.

diFilipo earned his master’s of arts from New York University (NYU) in the study of media ecology. While at NYU, he developed a theory of mass media adoption of emerging technology focusing on the development of holography as a mass medium.

Dennis Dintino

Consultant

NACUBO

Dennis Dintino brings over thirty years of higher education experience at major research universities and private institutions to NACUBO consulting. His areas of expertise include turnarounds, mergers and acquisitions, enrollment growth, improved retention, campus transformation projects, and engineering of administrative and organizational structures from an HR perspective.

Most recently, Dintino was the senior vice dean for finance and administration at New York University (NYU). In Dintino’s 11 years at NYU’s Tandon School of Engineering, he supervised finance and budgeting, facilities, capital projects and space planning, human resources, information technology, legal, public safety, auxiliary enterprises, food services, and graduate enrollment (dual report to academic side). Previously, Dintino was the chief financial officer for Polytechnic University. In his ten years at Polytechnic, he led a financial turnaround which resulted in a $14M operating deficit becoming a balanced budget within three years. Prior to his time at Polytechnic University, he was a senior internal auditor at Columbia University for ten years where he audited the School of Business, Law, Medicine and many academic and administrative units.

Dintino has a BA from Rutgers University.

Ken Glascock

Consultant

NACUBO

Kenneth L. Glascock is a seasoned leader with extensive experience in audit, compliance, and financial services. He most recently served as the chief audit, ethics, and equity officer at New Mexico State University, where he oversaw system-wide audits, risk assessments, and ethics investigations, with a focus on enhancing Title IX and ADA office functions.

Glascock holds a Juris Doctor from the University of Utah S.J. Quinney College of Law and an MBA with a finance concentration from the University of Texas at Dallas. He also earned a B.S. in finance from the University of Colorado. His impressive array of certifications includes CPA, Certified Internal Auditor (CIA), Certified Financial Services Auditor (CFSA), and Certified Regulatory Compliance Manager (CRCM).

Throughout his career, he has held leadership roles at major institutions like USAA Bank, Santander Consumer USA, and Beal Bank USA, where he directed teams in audit validation, regulatory compliance, and risk management. His experience spans a wide range of sectors, including banking, consumer lending, and metals mining.

Tom Herbert

Consultant

NACUBO

Tom Herbert brings nearly 30 years of foundation and fundraising knowledge to NACUBO Consulting. Most recently, he was Miami University’s senior vice president for university advancement and president of the Miami University Foundation.  For almost ten years he led an advancement staff of approximately one hundred and fifteen in all areas of alumni relations, communications, information technology and development.  He successfully completed Miami University’s first $500-million campaign and successfully launched its first $1-billion campaign.

Herbert has presented at numerous development conferences for the Council for the Advancement and Support of Education (CASE) and served on its National Commission on Philanthropy. Currently he is on the faculty at Rice University’s Center of Philanthropy and Nonprofit Leadership where he has taught a seminar on nonprofit management.

Herbert holds a BA in history from Northwestern University and a JD from Chicago-Kent College of Law.

Marc A. Mathews

Consultant

NACUBO

Marc Mathews leads NACUBO Consulting's Financial Risk and Audit practice, bringing over four decades of financial and accounting expertise, including 20 years as chief financial officer for both public and private higher education institutions. His vast experience spans financial operations, risk management, internal control, and endowment management, making him a trusted leader in navigating complex fiscal landscapes within higher education.

Bill Sliwa

Consultant

NACUBO

Bill Sliwa comes to NACUBO Consulting with over 30 years of higher education experience. He served as vice president for enrollment at Lees-McRae College and Maryville College. Sliwa also served as chief enrollment officer at Moravian College and director of admissions at Utica College.

He is an industry expert on customer relationship management systems and financial aid leveraging, as well as strategic enrollment planning and retention. Sliwa also understands the balance of net revenue and budget planning. His career highlights include:

  • Initiating a deep dive into first-year retention at Maryville College that led to an increase of 9 percent in year over year
  • Overseeing Lees-McRae College’s first-ever brand study and new brand rollout and identifying the right vendor for marketing and communications for enrollment, which led to record numbers of new first-year students
  • Introducing the idea of a budget planning committee and three-year budget models at Alfred University to better align spending priorities and create a strategic budget plan that prioritized retention and enrollment growth

Mary Wheeler

FARM Author and Consultant

NACUBO

Mary Spina Wheeler is a project consultant for NACUBO and updates NACUBO’s Financial Accounting and Reporting Manual (FARM). She is also the owner of MS Wheeler Financial Services, LLC, providing financial and operational services to higher education and other nonprofit organizations. Wheeler writes and presents on all matters related to nonprofit and higher education accounting and financial reporting. She is the author of NACUBO’s Endowment Fund Valuation Guide and the 2012 recipient of NACUBO’s Daniel D. Robinson Award, recognizing outstanding contributions to the field of college and university accounting and reporting. Wheeler’s career includes management positions at Cornell University, St. Lawrence University, Skidmore College, Stevens Institute of Technology, and the Arizona State University Foundation. 

Ruth A. Johnston (Moderator)

Acting Vice President of Consulting

NACUBO

Ruth A. Johnston is the acting vice president of consulting for NACUBO and the founder and owner of RAJ Consulting, LLC. She most recently served as the system vice chancellor and chief operating officer at New Mexico State University (NMSU). Over her nearly four-year tenure, Johnston oversaw vital areas, including finance and business services, facilities and services, enterprise risk management and safety, human resource services, information and communication technologies, government and community relations, and marketing and communications. Prior to this, Johnston held the role of vice chancellor for planning and administration at the University of Washington (UW) Bothell. Notably, she led the development of a pioneering hybrid budget model based on responsibility-centered management principles. In 2008, she established UW's sustainability office and masterminded the development of UW's Climate Action Plan. Johnston's educational journey is marked by a doctorate in organizational development and higher education, a master's degree in human relations, and a bachelor's in counseling psychology/social sciences.

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Deficits to Surpluses: Top Turnaround Strategies
Recorded 03/20/2024  |  29 minutes
Recorded 03/20/2024  |  29 minutes If your institution is facing a deficit, cutting costs is only a short-term measure. Join NACUBO consultant Dennis Dintino for a discussion about strategies to increase revenue, with specific examples from his experience. Topics will include enrollment, academic footprint, and collaboration with the faculty and board. He will also touch on what makes an institution a candidate for a merger, a process he went through while at the Polytechnic Institute.
Preparing for and Responding to a Ransomware Attack
Recorded 04/17/2024  |  30 minutes
Recorded 04/17/2024  |  30 minutes Ransomware attacks are becoming unavoidable, especially at colleges and universities. By preparing in advance, you can limit the damage and respond quickly. Join NACUBO Consultant Steve diFilipo for a discussion around key questions, including: How would you know if you are experiencing a ransomware attack? Do you have a contingency plan for continuing daily operations? Does the organization have a budget specific to security and incident management?
Revitalize Your Revenue: Strategies for Re-enrolling Stop-Out Students
Recorded 05/09/2024  |  30 minutes
Recorded 05/09/2024  |  30 minutes Re-enrollment of stop-out students—those students who paused their education—can increase your institution's financial health and foster a culture of continuous education. Join NACUBO Consultant Bill Sliwa for a discussion about financial aid optimization, flexible learning models, re-instatement policies, prior learning assessment, and other strategies to re-engage this student population. We will also discuss using your data to get up-to-date information and ways to work with students who have outstanding balances or defaulted student loans.
Avoiding “Gifts That Cost”
Recorded 05/21/2024  |  27 minutes
Recorded 05/21/2024  |  27 minutes Not all donations are straightforward—naming bequests, real estate, and other gifts can sometimes cost the institution more than their worth. Join Tom Herbert, NACUBO consultant and former senior vice president for university advancement at Miami University, as he discusses how to identify and negotiate complicated gifts. Topics will include legal and ethical concerns, transparency and accountability, and risk management.
Net Assets With Donor Restrictions: What’s in There?
Recorded 09/26/2024  |  30 minutes
Recorded 09/26/2024  |  30 minutes Your institution may have a good process for managing endowment funds and endowment fund valuations—hooray! However, you’ve noticed that the balances in the net assets with donor restrictions (the spendable amounts) are growing each year. Do you know what’s in those balances and what they can be used for? Could they be used to cover expenses that are being paid from unrestricted revenues, thereby freeing up revenues for other purposes? Join Mary Wheeler, NACUBO consultant and author of the Financial Accounting and Reporting Manual, to explore how to use the funds more strategically.
Navigating Financial Risk Assessments and Outsourcing Audits
Recorded 11/13/2024  |  30 minutes
Recorded 11/13/2024  |  30 minutes Join NACUBO Consulting for a webinar that explores the process of financial risk assessments and subsequent audits. Marc Mathews and Ken Glascock will guide you through how institutions can accurately identify and prioritize their financial risks and then use that assessment to identify audit areas. Our speakers will also discuss the pros and cons of outsourced audits and walk through real examples.