AM25: From Vision to Action: Integrated Planning and Finance for Student-Centered Transformation

Mike Moss, CAE, is the president of the Ann Arbor based Society for College and University Planning (SCUP). In collaboration with the Board of Directors, he is responsible for providing leadership and vision for the organization and guiding the development and implementation of the strategic plan, programs, policies, and practices of the society. SCUP develops individual and organizational planning capacities to strengthen and transform institutions of higher education. Integrated planning is a sustainable approach to planning that builds relationships, aligns the organization, and emphasizes preparedness for change. Integrated planning engages all sectors of the academy - academic affairs, student affairs, business and finance, campus planning, IT, communications, and development. It involves all stakeholders - faculty, students, staff, alumni, and external partners. Prior to SCUP, Mike served as chief operating officer for the International Facility Management Association and senior director of operations and education at NACE International. Mike's past positions have provided him with a broad range of experience, from organizational design and strategic planning through certification management and member relations.

Terri Dautcher has 20+ years of leadership experience in for-profit and non-profit service sector organizations, followed by 8 years as a full-time faculty member at Plymouth State University in New Hampshire.

For the past 4 years she has worked as a practice consultant to colleges and universities. Terri has supported and coached leadership teams across a wide range of operational and structural transformations. She is a systems thinker who offers practical approaches to navigating the complexities of people and organizational processes. Terri has extensive experience designing and delivering programs in organizational change management, diversity, equity and inclusion, student recruitment and retention, and implementation of margin driven strategic and operational plans.

At Plymouth State, Terri was a faculty leader, chairing a range of faculty governance committees and serving as Faculty Speaker. Within the College of Business, where she taught courses in marketing and entrepreneurship, Terri played a material role in the development of new majors and the redesign and adoption of equity-driven advising models.

Terri Dautcher has a BA from Dickinson College and an MBA from Temple University. She has also completed extensive graduate course work in organizational dynamics, finance, and risk management.

Kelli S. Rainey, Ed.D., serves as the senior director for grants management at NACUBO.  In her current role, she is leading a multi-foundation, multi-campus project to develop frameworks, tools, and models that will change how higher education institutions strategically and sustainably finance equitable student outcomes. With more than two decades in higher education, Rainey has an extensive background in institutional effectiveness, data analytics, and student development. Most recently, she provided strategic leadership as a senior-level university administrator and focused on strategies and initiatives to support student retention and completion, service delivery, and organizational effectiveness. Rainey holds a doctorate in higher education and organizational change and a graduate certificate in institutional research.