Pacific Rim Workshop Series Honolulu, Hawai’i - March 23 – 25, 2015 Build Your Own Schedule: 1-Day, 2-Day, and 3-Day Options! Waikiki Beach Marriott Resort & Spa, Honolulu, Hawai’i City View Rooms: Group rate of $205 per night* Rate is guaranteed until March 1, 2015  Call 800-228-9290 or 800-922-6611 to reserve your room and mention you are with WACUBO.  Workshops fill quickly; please confirm workshop registration before making hotel reservations or booking travel. All reservations must be accompanied by a first night room deposit or guaranteed with a major credit card.  Hotel guest parking rates are $32.00 for overnight self-parking and $37.00 for overnight valet parking. On-site parking is limited to hotel guests. *Based on single occupancy. A resort fee of $30.00 per room, per night has been waived for WACUBO attendees. Should any attendee wish to purchase any of the resort services, they may do so directly with the hotel. Hotel room rates are subject to applicable hotel tax (currently 13.962%) in effect at the time of check in. All workshops will be held at Kapi’olani Community College - 4303 Diamond Head Rd., Honolulu, HI Transportation will be available to and from Kapi’olani Community College to the Waikiki Beach Marriott Resort & Spa. Workshop Contacts: Betsy Clark: [email protected], Linda Cordier: [email protected] , Monica Kane: [email protected] Build Your Own Schedule: Choose from 5 Workshops over 3 Days! Monday 3/23/15 Tuesday 3/24/15 Wednesday 3/25/15 A Higher Education Accounting and Reporting (M/Tu) 8:30 am – 4:30 pm Jeff West and Kim Kvaal B F Higher Education Budgeting Basics: Concepts, Creation, and Connections (M) 8:30 am – 4:30 pm Teresa Costantinidis and Lisa Frace Higher Education Budgeting Basics: Concepts, Creation, and Connections (W) 8:30 am – 4:30 pm Teresa Costantinidis and Lisa Frace D Lean Process Improvement (Tu/W) 8:30 am – 4:30 pm Robyn Pennington and Alexis Naiknimbalkar C Human Capital Development (M) 8:30 am – 4:30 pm (M) Diane Fennig and Teri Bump E Unit and Academic Business Officer (Tu) 8:30 am – 4:30 pm Jean Vock and Jeffrey Ratje G Unit and Academic Business Officer (W) 8:30 am – 4:30 pm Jean Vock and Jeffrey Ratje All Workshops include Breakfast and Lunch: Breakfast: 7:30 am – 8:15 am (M/Tu/W); Lunch: 12:00 pm – 1:00 pm (M/Tu/W) Higher Education Accounting and Reporting (2-Day) Kim Kvaal and Jeff West Course Description Get beyond the basics of accounting and reporting and expand your knowledge and effectiveness as a leader in higher education finance with this workshop from WACUBO. This workshop offers the attendee a solid review of the theoretical framework of higher education accounting and reporting. Operational, investing, and financing activities of the institution are reviewed – along with the impact of these activities on the financial statements. Additional information on analyzing and interpreting financial statements will be provided, along with excellent networking opportunities with fellow colleagues throughout the WACUBO region and beyond who will be in attendance. Learning Objectives:  Understand the purpose of fund accounting systems and its relevance in today’s reporting formats  Explain differences among operating and nonoperating activities  Analyze recognition issues pertaining to revenue and expenses  Hear about relevant laws and account standards that govern endowments, gifts, and restrictions  Learn the differences between financing capital activities and operating activities  Identify the basic financial statements and information included in the financial reports  Identify how to read and understand the basic financial statements  Explain the relationships among the financial statements Who Should Attend: This course is intended for those who already have a basic understanding of the principles, but want to brush up on or expand their knowledge in the arena – including updated information and pronouncements from FASB, GASB, and the AICPA. Suggested Prerequisite: NACUBO’s Essentials of College & University Accounting (ECUA) – online self-study course. CPE Information: Attendees of the workshop will earn 15 CPE units in accounting. Note: CPE’s are subject to adjustment due to minor schedule modifications. Higher Education Budgeting Basics: Concepts, Creation, and Connections Teresa Costantinidis and Lisa Frace Course Description This highly interactive workshop will focus on basic higher education budgeting concepts, budget development and management, and its connection to an organization’s mission and goals. Through budgeting process case studies presented at the workshop, participants will be provided with practical tools and strategies to apply to their day-to-day work. Learning Objectives By the end of this workshop participants will:  Explore the concepts and components of a higher education budget process  Create a budget for a sample program or department  Review tools and techniques for on-going budget management  Propose and evaluate budget options through workshop case studies  Recognize connections between the budgeting process and institutional mission and goals. Who Should Attend: This workshop is designed for professionals who are new to higher education, those with little exposure to budgeting, and those responsible for financial oversight in departmental and academic units and who want to enhance their knowledge in budgeting processes and fiscal stewardship. CPE Information: Attendees will be eligible to earn approximately 7.5 CPE units in budgeting. Note: CPE’s are subject to adjustment due to minor schedule modifications. Lean Process Improvement (2-Day) Robyn Pennington and Alexis Naiknimbalkar Course Description: Every organization is a collection of processes. These processes are the natural business activities you perform that produce value, serve customers and generate results. Many organizations follow dated policies and procedures because of the tradition of “that’s how it’s always been done.” Process improvement techniques can greatly increase productivity and efficiency and/or reduce the cost of operations by eliminating waste and nonvalue added steps and uncovering the root causes of systematic quality issues. In most cases, only a small percent of all activities supporting business processes add value for customers and end-users. Learning Objectives:  Manage/communicate a process improvement effort  Create “current state” and “future state” process maps  Identify and reduce nonvalue added steps (Waste) Apply Lean tools/methodologies (Value-Stream Map, Waste Walk, A3 Thinking)  Create an Action Plan to track and drive improvement efforts Key Takeaways:  Templates and strategies that you can use right away  Knowledge and tools for creating a process map  Tools for reducing waste and increasing efficiency  Ways to document potential improvements  Strategies for mobilizing teams in your organization for process change Who Should Attend: This workshop is designed for individuals at all levels and divisions of the institution with a desire to improve performance. The workshop is designed for those new to lean concepts and process mapping. Participants should come prepared to map /analyze one of their processes. No prerequisites required. CPE Information: Attendees of this workshop will be eligible to earn approximately 15 CPE units in Management Advisory Services. Note: CPE’s are subject to adjustment due to minor schedule modifications. Human Capital Development Unit and Academic Business Officer Course Description Focus on the Human Resource side of your success and learn to stretch your skills. This fast paced, interactive day will begin with an inward look at your talents and gifts and then will shift focus to understanding how you can maximize your teamwork, communication and executive presence. We will share promising practices and examples of how to become the best resourced professional in Business Affairs. Within Higher Education, you are rarely a sole contributor, so we will also include strategies for team work and building the cultivation and stewardship of important collegial relationships. All of these efforts will ultimately lead the way towards developing a work culture for success, improved efficiency and an opportunity to master and improve your leadership skills at your university. Course Description: The world of the academic and unit business officer is changing – are you prepared? Attend this interactive workshop to build your foundation for success. Discover new ways to support and advance your organization. (See individual brochure for more workshop details.) Teri Bump and Diane Fennig Learning Objectives:  Review of the foundation of Authenticity, Generosity and Compassion as important core strengths to build your brand  Examine personal and career goals and verify that they remain aligned with aspirations and desired results  Looking outward, uncover the culture of your work team and work at strengthening this team by understanding team dynamics  Envision and formulate a plan for success for the important human resources in your group.  Identify and review your university, association and business network resources. Who Should Attend: No matter how you serve the Business Management area on your campus, you can gain insights in this interactive and engaging workshop. These sessions will focus on the qualitative side of your worklife and promises to energize your perspective. Join us for this Jumbo to stretch yourself beyond the Accounting/ Financial equations. CPE Information: Attendees of the workshop will earn 7.5 CPE units in personal development. Note: CPE’s are subject to adjustment due to minor schedule modifications. Jean Vock and Jeffrey Ratje Learning Objectives:  Compare and contrast the roles and responsibilities of academic and unit business officers with those of central administration  Raise your awareness about challenges and ethical issues faced by academic and unit business officers  Identify actions you can take to develop and enhance your professional competencies  Develop an action plan for adding value to your organization  Practice techniques for interacting effectively with faculty, administrators, students and your peers  Build a network of colleagues who have similar roles and responsibilities  and who face many of the same challenges and opportunities Key Takeaways:  Strategies and an action plan for advancing your knowledge, expanding  your skill set and adding value to your organization  Approaches for collaborating with central administration on common issues  Identify actions you can take to develop and enhance your professional competencies  Roadmap for success beyond compliance and transactions  Financial presentation techniques Who Should Attend: Designed for higher education professionals responsible for business administration in a division, department or other units. Individuals will gain perspective about the unique needs of academic and unit business officers. CPE Information: Attendees of this workshop will be eligible to earn approximately 7.5 CPE units in Business Management and Organization. Note: CPE’s are subject to adjustment due to minor schedule modifications. Online Course Registration: www.wacubo.org/workshops 1-Day Workshop Options: ($225 members / $275 non-members) B: Higher Education Budgeting Basics (M) C: Human Capital Development (M) E: Unit and Academic Business Officer (Tu) F: Higher Education Budgeting Basics (W) G: Unit and Academic Business Officer (W) 2-Day Workshop Options ($350 members / $400 non-members) A: Higher Education Accounting and Reporting (M/Tu) BG: Higher Education Budgeting Basics (M)/ Unit and Academic Business Officer (W) CE: Human Capital Development (M)/Unit and Academic Business Officer (Tu) CF: Human Capital Development (M)/ Higher Education Budgeting Basics (W) CG: Human Capital Development (M)/ Unit and Academic Business Officer (W) D: Lean Process Improvement (T/W) BE: Higher Education Budgeting Basics (M)/ Unit and Academic Business Officer (Tu) EF: Unit and Academic Business Officer (Tu)/ Higher Education Budgeting Basics (W) 3-Day Workshop Options ($525 members / $575 non-members) AF: Higher Education Accounting and Reporting (M/Tu) /Higher Education Budgeting Basics (W) AG: Higher Education Accounting and Reporting (M/Tu)/Unit and Academic Business Officer (W) BD: Higher Education Budgeting Basics (M) / Lean Process Improvement (Tu/W) CD: Human Capital Development (M) / Lean Process Improvement (Tu/W) CEF: Human Capital Development (M)/ Unit and Academic Business Officer (Tu)/ Higher Education Budgeting Basics (W) If special accommodations are required, please advise at the time of registration. Cancellation Policy: Refunds will be given upon written request 30 days prior to program, less a $50 cancellation fee. Substitutions are allowed at any time at no additional charge. CPEs: Please visit www.wacubo.org/cpe for more information. The Western Association of College and University Business Officers (WACUBO) is registered with the National Association of State Boards of Accountancy (NASBA), as a Quality Assurance Service sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be submitted to NASBA through its website: www.learningmarket.org.