PBAF24: Using NACUBO Tools to Support Your Data Journey

PBAF24: Using NACUBO Tools to Support Your Data Journey

Recorded On: 10/08/2024

NACUBO recently released two new resources to support colleges and universities. The NACUBO Student Success Hub contains eight toolkits to help institutions strategically finance equitable student outcomes. The Change With Analytics Playbook contains 16 plays to help institutions build capacity and a culture for data-informed decision-making. Used together, these resources provide tactical tools for data use and practical approaches to change management. Panelists will provide an overview of both resources and will share examples of how the resources were used at their institutions.

CPE Available: 1 Credit in Information Technology

Each individual must register and attend separately to earn credit.

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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: Information Technology
  • 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:

  1. 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. 
  2. Submit the CPE check-out code displayed at the end of the session. 
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Wednesday, October 9, 2024, 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.

Christopher Calvert

VP Administration and Finance/CFO

Northern Kentucky University

Christopher Calvert is the CFO/vice president of administration and finance at Northern Kentucky University. Prior to assuming this role, he had a successful tenure as CFO of Cincinnati State. Calvert has degrees from Miami University (B.S. finance) and University of Cincinnati College of Law. Calvert's experience includes Big Four accounting firms (Arthur Anderson and Ernst & Young), deep financial planning and analytics expertise, and chief financial officer experience in progressively larger private organizations leading up to his appointments at Cincinnati State and Northern Kentucky. Under Calvert's fiscal leadership, Cincinnati State had its strongest single and five-year fiscal results (measured by net surplus, cash flow, and financial ratios) and completed a dramatic fiscal and enrollment turnaround. Calvert assumed leadership of administration and finance at Northern Kentucky University in Spring 2024 and is eager to build upon his successes at Cincinnati State and deliver similar results at NKU.

Clayton Gibson

VP for Finance and Administration and CFO

University of North Texas

Clayton Gibson is vice president for finance and administration and CFO, at the University of North Texas, a tier 1 research university serving 47,000 students. He has served in this role since June 2021 and is supported by 480 teammates in his division, which is responsible for all aspects of budgeting and finance, as well as facilities, public safety, emergency management, title IX compliance, risk management, asset management, parking, and transportation. Prior to joining UNT, he was the senior vice president for finance and administration at Alabama A&M University in Huntsville, AL, where he served since August 2012. Prior to that, Gibson worked for a number of years in the private sector, including professional services company Ernst & Young. He is a member of the American Institute of Certified Public Accountants, board member for Texas Association of College and University Business Officers, and has presented on various topics at both NACUBO and SACUBO conferences. Gibson strongly believes in the value of education in driving innovation and as a social mobility tool to empower all. 

Terri Dautcher

Consultant

NACUBO Consulting

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.

Lindsay K. Wayt

Senior Director, Analytics

NACUBO

Lindsay K. Wayt, Ph.D., is senior director of analytics at NACUBO. She works on initiatives and programming that support NACUBO’s efforts to help colleges and universities integrate the use of analytics to achieve institutional goals. This includes collaborating with NACUBO members and key stakeholders from other organizations to propel the use of data-informed decision-making in higher education. She has experience conducting higher education research, studying topics such as the use of data and analytics in higher education, tuition discounting, and higher education leadership. Wayt completed her doctoral work focused on educational leadership and higher education.

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PBAF24: Using NACUBO Tools to Support Your Data Journey
10/08/2024 at 1:45 PM (EDT)  |  Recorded On: 10/08/2024  |  59 minutes
10/08/2024 at 1:45 PM (EDT)  |  Recorded On: 10/08/2024  |  59 minutes