S•U•B•O•A

State University

of

New York Business Officers Association

2015 Annual Conference May 27 - May 29

SUBOA’S CHARGE

To serve as an advisory group and as consultants to the system-wide administration of the State University; to give organized and effective direction in the development of improved principles and practices of educational business administration in order that the members may serve more efficiently the educational objectives of their institutions and the State University of New York.

SUNYCEO’S CHARGE

Doral Arrowwood Resort Rye Brook, NY

The mission of the Chief Enrollment Officers of the State University is to support and enhance the ability of its members to fulfill their responsibilities and achieve the goals of their respective institutions in an exemplary manner by: working with system administration on the development of policies, providing a forum for communication and professional development, serving as an advocacy group, and working with other professional associations.

WE’RE HERE TO

LISTEN AND LEARN For years, we’ve been impressed by the innovation, skill and insight of SUBOA members. Their disciplined approaches to management and problem-solving have long guided our own best practices. That’s why we’re so proud to be a part of the 2015 SUBOA Annual Conference. It’s one of the best forums for listening, learning and sharing new ideas. We look forward to being here … and getting some insight and inspiration from our friends.

www.tiaa-cref.org/suny

800 842-2252

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LEARN WHY FOUR MORE SUNY SCHOOLS HAVE CHOSEN APOGEE IN THE LAST YEAR.

More and more colleges and universities have discovered that outsourcing their ResNet relieves the strain on capital expenditures while implementing a future-proof network solution. Partnering with Apogee allows SUNY schools more stable budgets and a progressive road map for growth.

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AGENDA

Wednesday, May 27 4 – 7 p.m. Registration Open Lobby Lounge 6 – 8 p.m. Buffet Dinner & Cocktails (cash bar) Atrium Patio/Atrium Th u rsday, May 28 7 a.m. – 5 p.m. Registration Arrowwood Lounge 7 – 8:30 a.m. Breakfast Atrium Patio/Atrium 8:30 – 10:30 a.m. Updates from System Administration Arrowwood Ballroom B 10:30 – 10:45 a.m. Break Arrowwood Lounge 10:45 a.m. – 12 noon Best Practices in Enrollment Planning – Campus Panel Arrowwood Ballroom B 12 noon – 1 p.m. Buffet Lunch Atrium Patio/Atrium 1 – 2:15 p.m. Calming Inter-sector Lunacy: How to Coordinate and Connect Strategic Pieces in Two-year Budget Planning Model Arrowwood Ballroom B Financial Aid Compliance with Applicable Credit Requirements Bedford 2:15 – 2:30 p.m. Break Arrowwood Lounge 2:30 – 3:45 p.m. System Administration’s Role in Enrollment and Budget Planning Arrowwood Ballroom B 3:45 – 5 p.m. Break Arrowwood Lounge 5 – 6 p.m. Keynote Dr. Nancy L. Zimpher, SUNY Chancellor Arrowwood Ballroom B



AGENDA

Th u rsday (cont.) 6 – 7 p.m. Cocktails Atrium Lobby 7 – 9 p.m. Dinner Atrium Patio/Atrium F riday, May 29 7 – 8:30 a.m. Breakfast Atrium Patio/Atrium 8:30 – 10:15 a.m. Playbook for Student Success Presented by the Education Advisory Board Arrowwood Ballroom B Travel Automation Harrison 10:15 – 10:30 a.m. Break & Hotel Checkout by 11 a.m. Arrowwood Lounge 10:30 a.m. – 12 noon P-Card/T-Card Controls Arrowwood B Bursar Session Purchase SUNYCEO Business Meeting Bedford 12 noon Lunch Atrium Patio/Atrium

K eynote

Dr. Nancy L. Zimpher Chancellor of the State University of New York

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n June 2009 Nancy L. Zimpher became the 12th Chancellor of the State University of New York. With nearly 463,000 students and 64 colleges and universities, SUNY is the nation’s largest comprehensive system of higher education. Chancellor Zimpher leads a diverse set of successful initiatives at SUNY in several key areas, including research and innovation, energy, health care, global affairs, and the education pipeline. She has been a vocal advocate for groundbreaking legislative reforms that ensure SUNY can provide broad access to higher education in an environment of declining state support, while maximizing its impact as an engine of economic revitalization across the state. Under Dr. Zimpher’s lead, SUNY is undertaking many innovative, system-enhancing initiatives—including shared services, dramatic expansion of online learning opportunities and cooperative education, and new partnerships with K-12 professionals—always with the goal of optimally serving New York’s students and communities and preparing them to succeed in the 21st century. Chancellor Zimpher is active in numerous state and national education organizations, and is a recognized leader in the areas of teacher preparation, urban education, and university-community engagement. She currently serves as chair of the Board of Governors of the New York Academy of Sciences and the National Association of System Heads. From 2005–2011 she led the national Coalition of Urban Serving Universities, and from 2012–2013 she was chair of CEOs for Cities. As co-founder of StriveTogether, Dr. Zimpher has been instrumental in creating a national network of innovative systemic partnerships that holistically address challenges across the education pipeline.

Prior to coming to SUNY, Chancellor Zimpher served as president of the University of Cincinnati, chancellor of the University of Wisconsin-Milwaukee, and executive dean of the Professional Colleges and dean of the College of Education at The Ohio State University. She has authored or co-authored numerous books, monographs, and academic journal articles on teacher education, urban education, academic leadership, and school/university partnerships. Chancellor Zimpher holds a bachelor’s degree in English Education and Speech, a master’s degree in English Literature, and a Ph.D. in Teacher Education and Higher Education Administration, all from The Ohio State University.

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Thursday UPDATES FROM SYSTEM ADMINISTRATION • Eileen McLoughlin, Vice Chancellor of Finance and Chief Financial Officer • Michael Abbott, University Auditor • Laura Stetson, Project Lead, Shared Services • Sandra Casey, General Counsel-in-Charge • Joshua Sager, Associate Vice Chancellor of Finance and Business Moderator: Paul Tucci, Vice President for Administration, Empire State

Beginning with the Strategic Enrollment Planning Committee, the Purchase College team will present their process for analyzing enrollment and academic programs while rolling out a two-year budget cycle for planning and financial stability. Real data for FY 15-16 and 16-17 will be used as a case study.

FINANCIAL AID COMPLIANCE WITH APPLICABLE CREDIT REQUIREMENTS • Michael Abbott, University Auditor, SUNY System Administration • Bill Grau, Executive Director SICAS Center • Diane Kazanecki Kempter, Financial Aid Director, Farmingdale State College • Douglas Panico, CPA, Assistant Vice President, Audit & Management Advisory Services; Records Access Officer, Stony Brook

BEST PRACTICES IN ENROLLMENT PLANNING Implementing an Enrollment Management Working Group • Dr. Molly A. Mott, Dean of Academic Support Services and Instructional Technologies, Canton Best Practices in Enrollment Planning • Carol S. Urbaitis, Vice President of Enrollment Management, Finger Lakes

Moderator: Richard Hume Controller, Farmingdale State College Financial Aid – both Title IV and State programs – require that only credits applicable to a student’s current academic program be included in determining their enrollment status, and thus their award eligibility. This can be problematic during an audit, mainly because until the advent of Degree Works campuses generally did not have an effective tool to identify student coursework that was outside the scope of their academic program. In this session, we will discuss recent audit findings and risks, tools that some campuses already have in place to ensure compliance with this regulation, and what plans are in place to develop programs/tools that will assist us all going forward in a proactive manner.

Enrollment Planning in Today’s Reality • David Eaton, Vice President of Enrollment, New Paltz • Julie Walsh, Assistant VP for Finance and Budget, New Paltz The Strategic Enrollment Planning Process @ Oneonta • Dr. Mary Bruck, Interim Chief Enrollment Services Officer, Oneonta Moderator: Dr. Virginia Taylor, Vice President for Student and Enrollment Services, Genesee Community College

CALMING INTER-SECTOR LUNACY: HOW TO COORDINATE AND CONNECT STRATEGIC PIECES IN A TWO-YEAR BUDGET PLANNING MODEL

SYSTEM ADMINISTRATION’S ROLE IN BUDGET AND ENROLLMENT PLANNING

• Barry Pearson, Provost, Purchase • Dennis Craig, Vice President, Enrollment Management and Integrated Marketing; Associate Provost, Enrollment, Purchase • Judith J. Nolan, Chief Financial Officer; Vice President, Operations, Purchase

• Dr. Paul Marthers, Associate Vice Chancellor/Vice Provost for Enrollment Management and Student Success • Carey Hatch, Associate Provost for Academic Technology and Information Services (via Webex) • Kimberly Scalzo, Director for SUNY Center for Professional Development and Lead, Open SUNY Campus Partnerships (via Webex)

Moderator: Valerie Nixon, Executive Vice President, Alfred State

Moderator: Deborah J. Goodrich, Associate Vice President for Enrollment Management, Alfred State

This session will focus on Purchase College’s efforts to move beyond isolated planning within sectors to greater interlinked planning of academic programs with data driven enrollment analysis, all of which shape collaborative budget planning.

This session will provide information on SUNY’s enrollment goals, Open SUNY, and an overview on how enrollment plays into campus budget allocations.

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Friday PLAYBOOK FOR STUDENT SUCCESS • Dr. Holly Chatam, Associate Director, EAB Strategic Research Moderator: Valerie Nixon, Executive Vice President, Alfred State After years of outsized investment in supporting students at highest academic risk in the first year, institutions are now looking to expand student success efforts to more fully address non-academic risk and to understand and reduce attrition after the first year. This presentation outlines five critical insights for taking a more holistic approach to oncampus student success and five imperatives for investing in data disciplines, staffing models, academic policies, and technology to increase completion.

TRAVEL AUTOMATION

P-CARD/T-CARD CONTROLS • Erich Heneke, Senior Manager, Supplier Risk Management, Finance, Audit, and Controls, Mayo Clinic Moderator: Kate Larsen, Assistant Vice President of Accounting and University Controller, Stony Book In this session, you will be provided insight into how the Mayo Clinic manages the 16,000 plus P-card and T-card program. You will also learn how the Clinic built out their risk assessment methodology to streamline the oversight and management of the activity.

BURSAR SESSION Perkins Update • Maria Livolsi, Director of the Student Loan Service Center

• Joseph Greenthal, Controller, Alfred State • Kelley Hartman, Project Manager, Biel’s Document Management

Veterans Access, Choice and Accountability Act of 2014 • Sandra Casey, Deputy General Counsel for SUNY

Moderator: Kate Larsen, Assistant Vice President of Accounting and University Controller, Stony Brook

Moderator: Latonia T. Spencer, Director of Student Financial Services & Fiscal Officer for Enrollment Management, University at Albany

Come see one campus’s solution to employee travel requests and voucher processing. Alfred State, coupled with Biel’s Document Management, has created an electronic forms solution to combat the internal struggles and endless paper associated with processing employee travel requests and reimbursements. This presentation walks you through the process, starting with the problems we all face and ends with how automation can add efficiencies and save time.

SUNYCEO BUSINESS MEETING Regular business meeting for the SUNY Council of Chief Enrollment Officers Moderator: Dr. Virginia Taylor, Vice President for Student and Enrollment Services, Genesee Community College

“The award-winning, state-of-the-art Print & Mail Services facility at Alfred State is a key component of SUNY’s shared services initiative.” Valerie B. Nixon Executive Vice President Alfred State

The 2015 SUBOA Conference Program was designed and printed at Alfred State.

Guest Rooms 537 - 548

Guest Rooms 501 - 524

Guest Rooms 525 - 536

Guest Rooms 549 - 585

Rockland Break Area A 202 A 203 A 204

Armonk Executive Board Room

Fifth Floor Landing

A 201

Instructors Office 3 Ardsley Room

A 205

Executive Dining Room

Arrowwood Room A

Arrowwood Lounge

Larchmont Room Arrowwood Room B

The Atrium A 109

Coat Check Bell Stand Main Entrance

Lobby Lounge

Main Desk Lobby Concierge & Conference Service Desk

A 111

Business Center

A 108

Putnam A 107 Break Area Briarcliff Room

IO 2

Purchase Harrison

Level A

Hawthorne Room Chappaqua Room

Bedford Room Dutchess Break Area

PLC

A 106 IO 1 Amphitheatre

Scarborough Room Katonah

Guest Rooms 337 - 348 Guest Rooms 437 - 448

Guest Rooms 301 - 324 Guest Rooms 401 - 424

Guest Rooms 319 - 385 Guest Rooms 449 - 485

Guest Rooms 325 - 336 Guest Rooms 425 - 436

Elevators Westchester Break Area

Ramp to 4th Floor Guest Rooms Ramp to 3rd Floor Guest Rooms

B303 B302 B301

Instructors Office 4

B300

Bronxville Room Thornwood Room

The PUB Atrium Patio Middlesex Room

The Atrium

Hudson Patio A

Level B

B

Hudson A & B

Guest Rooms 237 - 248 Spa Rooms Guest Rooms 201 - 224

Guest Rooms 219 - 285

Guest Rooms 225 - 236 Elevators The Pavillion

Poolside Terrace & Grill

Pool Pool

The Sports Center

Level C

Gift Shop

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