Annual Meeting Schedule of Events

102nd Annual Meeting & Professional Development Conference

Wednesday, April 24, 2019 – Friday, April 26, 2019

Mount Vernon Nazarene University, 800 Martinsburg Road, Mount Vernon OH 43050

SCHEDULE OF EVENTS

[Tentative and Subject to Change]

WEDNESDAY, APRIL 24, 2019

@ Location TBD

7:00 p.m. – 9:00 p.m.
WELCOME RECEPTION

THURSDAY, APRIL 25, 2019

@ Mount Vernon Nazarene University

8:00 a.m. – 4:30 p.m.

CONFERENCE REGISTRATION

 8:00 a.m. – 9:00 a.m.

CONTINENTAL BREAKFAST

 8:00 a.m. – 4:30 p.m.

EXHIBITOR DISPLAYS

 8:45 a.m. – 9:00 a.m.

WELCOME & INTRODUCTIONS: OACUBO President Michael Lowery

 9:00 a.m. – 10:00 a.m.

GENERAL SESSION: Speaker TBD [1.2 CPE Credits]

10:00 a.m. – 10:30 a.m.

REFRESHMENTS BREAK / EXHIBITOR VISITS

10:30 a.m. – 11:20 a.m.

BREAKOUT SESSIONS:

#1: “Understanding and Implementing ASU 2018-08 on Grants and Contributions” Speakers: Jonathan Schultz, Senior Manager, Crowe LLP & Pete Ugo, Partner, Crowe LLP [1 CPE Credit]

#2: “GASB Updates – Speakers: Mike Behme, Director, BKD CPAs and Advisors & Lora Sidor, Senior Auditor, Wright State University [1 CPE Credit]

11:30 a.m. – 12:30 p.m.

BREAKOUT SESSIONS:

#1: “Rating Agency Perspectives on Ohio Higher Ed” Speakers: Ying Huang, Sector Head, S&P; Jared Brewster, Associate Managing Director, Moody’s; Bruce Guiot, Chief Investment and Treasury Officer, Miami University; & Rebecca Vazquez-Skillings, Vice President of Finance and Accounting, Oberlin College [1.2 CPE Credits]

 #2: “Budgeting: Methods, Trends and Best Practices – Speaker: Tom Reynolds, Senior Budget Analyst and Adjunct Faculty, Cuyahoga Community College [1.2 CPE Credits]

 12:30 p.m. – 1:30 p.m.

LUNCH / EXHIBITOR VISITS

GENERAL WELCOME: President of Mount Vernon Nazarene University

1:30 p.m. – 2:20 p.m.

BREAKOUT SESSIONS:

 #1: “Cyber Security – An Essential Vitamin” Speaker: Daniel Desko, Shareholder, Schneider Downs [1 CPE Credit]

#2: “Evaluating OCIO Providers – Speakers: Frank Szymanek, Senior Consultant, PlanPilot & Mark Olsen, Managing Director, PlanPilot [1 CPE Credit]

2:30 p.m. – 3:30 p.m.

BREAKOUT SESSIONS:

 #1: “Implementing the New NFP Financial Statements – Overview and Case Study” Speakers: Derrick Antwi, Controller, Capital University & Pam Lebold, Shareholder, Maloney + Novotny [1.2 CPE Credits]

#2: “Construction Auditing: Follow the Capital Risks – Speaker: Adam Rouse, Managing Consultant, BKD CPAs and Advisors [1.2 CPE Credits]

3:30 pm – 4:00 pm

REFRESHMENTS BREAK / EXHIBITOR VISITS 

4:00 p.m. – 5:00 p.m.

GENERAL SESSION: “The Business Implications of Title IX” – Speakers: Melissa Carleton, Attorney, Bricker & Eckler & Joshua Nolan, Attorney, Bricker & Eckler [1.2 CPE Credits]

 5:30 p.m. – 6:30 p.m.

HAPPY HOUR & SCHOOL LOGO EXCHANGE

Location: The Alcove Restaurant, 116 S. Main Street, Mt Vernon OH 43050

 6:30 p.m.

DINNER

Location: The Alcove Restaurant, 116 S. Main Street, Mt Vernon OH 43050

FRIDAY, APRIL 26, 2019

@ Mount Vernon Nazarene University

8:00 a.m. – 9:00 a.m.

Registration / Continental Breakfast

 9:00 a.m. – 9:50 a.m.

BREAKOUT SESSIONS:

 #1: “Employee Benefits Trends and Cost Containment” Speaker: Kevin Burns, Employee Benefits Consultant, CBIZ [1 CPE Credit]

 #2: “Every Move Counts! Next Generation Default Options for 403(b) Retirement Plans – Speakers: Marv Briskey, Senior Vice President and Chief Financial Officer, Franklin University; Pete Kaplan, President, PK Financial Group Inc.; & Brian Petros, Chief Executive Officer, PK Financial Group Inc. [1 CPE Credit] 

10:00 a.m. – 11:00 a.m.

BREAKOUT SESSIONS:

#1: “Student Engagement and Retention through Delinquent AR Management” Speaker: Drew Rozzi, Regional Sales Executive, ECSI [1.2 CPE Credits]

 #2: “Predictive Analytics – The Intimacy of Knowing your Data – Speakers: John Null, Shareholder, Schneider Downs & Andy Hannah, Principal, Othot [1.2 CPE Credits]

 11:15 a.m. – 12:15 p.m.

GENERAL SESSION: “Using Effective Leadership to Build a Strong Culture” Speaker: Roy Lydic, Audit Shareholder, Schneider Downs [1.2 CPE Credits]

 12:15 p.m. – 1:15 p.m.

BUFFET LUNCH

 1:15 p.m. – 1:30 p.m.

BUSINESS MEETING / CLOSING REMARKS

HOST HOTEL INFORMATION

The Mount Vernon Grand Hotel
12 Public Square
Mount Vernon, Ohio, 43050

Room Rates: $124.99 + tax (Singles/Doubles) OR $159.99 + tax (Suites)*
Reservation Deadline: February 24, 2019
Group Code: OACUBO
Reservations: Call 1-844-700-1717

*Hot Breakfast is included with guest room

SECONDARY HOTEL OPTION

Comfort Inn
150 Howard Street
Mount Vernon, Ohio, 43050

Room Rates: From $121.00 + tax*
Reservations: Call (740) 392-6886

*Hot Breakfast is included with guest room