This session will feature an interactive discussion between the panelists and with audience members. The panelists will cover some of the unique accounting and reporting challenges for higher education institutions. Attendees will also learn about current events and operational challenges, including the most recent news headlines impacting the higher education industry (enrollment challenges, school collaborations and closings/mergers, inflation, etc.).
CPE Available: 1 Credit in Finance
Each individual must register and attend separately to earn credit.
NACUBO 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
Event Information
- Level: Intermediate
- Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
- Advanced Preparation: None
- Delivery Mode: Group internet based
- Field of Study: Finance
- Length: 60 minutes
Steps to Earn CPE Credit
You can only earn credit for attending the session live. CPE credit cannot be earned for watching the recordings.
To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:
- Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session.
- Submit the CPE check-out code displayed at the end of the session.
- Download your CPE certificate.
You have until 5 pm Eastern Time on Wednesday, May 1 to complete these three steps or report technology issues with this site to online@nacubo.org.
For more detailed instructions, review the CPE Instructions page.
Terri Albertson
Vice President for Finance and Administration
Ursinus College
Terri Albertson is the vice president for finance and administration at Ursinus College. She was previously with Philadelphia College of Osteopathic Medicine and Haverford College. She has spent over 25 years in public accounting at national firms with an industry focus on colleges and universities, healthcare entities, and not-for-profit organizations. She is the current chair of NACUBO's accounting principles council and is a graduate of NACUBO's Fellows program. She is a member of the board of trustees of Salus University and is on the audit and compliance committee and the finance committee.
Andrew M. Paluf
Assistant Vice President of Finance and Controller
University of Notre Dame
Andrew M. Paluf is assistant vice president for finance and controller at the University of Notre Dame. Among his many responsibilities at Notre Dame, where he has worked since 1997, Paluf oversees general accounting, research and sponsored programs accounting, payroll, accounts payable, and the cashier’s office and is responsible for financial statement preparation, tax matters, and all university accounting activities. Paluf is a recipient of the NACUBO Daniel D. Robinson Accounting Award.
A 1980 graduate of Notre Dame, Paluf earned a master’s of business administration degree from Indiana University in 1984 and has been a certified public accountant since 1982.
Cheryl L. Soper
Assistant Vice President for Financial Operations and Controller
University of Michigan
Cheryl Soper is the assistant vice president for financial operations and controller for the University of Michigan. Prior to joining the University of Michigan, Soper was a senior manager at PwC, where she provided accounting and auditing services to a wide variety of education, not-for-profit and other organizations, including SEC companies.
Soper has a BBA from the University of Michigan, is a certified public accountant, and past chair of the NACUBO Accounting Principles Council. Soper has received the Daniel D. Robinson Accounting Award from NACUBO and currently serves on the NACUBO Higher Education Accounting Forum Planning Committee.
Pete A. Ugo
Partner
Crowe LLP
Pete Ugo has over 25 years of audit and consulting experience with Crowe and is based out of the firm’s Indianapolis office. He is the leader of the firm’s national not-for-profit and higher education audit practice. Ugo is a graduate of the University of Notre Dame and began working at Crowe after completing college. He has spent his entire career working in the not-for-profit and higher education industries, and his client base primarily includes college/universities, foundations, cultural arts, and other not-for-profit organizations. Ugo is a member and current chair of the AICPA’s Not-for-Profit Expert Panel.
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