Annual Meeting Schedule of Events

101st Annual Meeting & Professional Development Conference

Wednesday, April 25, 2018 – Friday, April 27, 2018

Ashland University, 401 College Avenue, Ashland OH 44805

SCHEDULE OF EVENTS

WEDNESDAY, APRIL 25, 2018

@ Hampton Inn

7:00 pm – 9:00 pm
WELCOME RECEPTION

THURSDAY, APRIL 26, 2018

@ Ashland University

8:00 am – 4:30 pm
Conference Registration

8:00 am – 9:00 am
Continental Breakfast

 8:00 am – 4:30 pm
Exhibitor Displays

8:45 am – 9:00 am
WELCOME & INTRODUCTIONS – OACUBO President Mark Vlacovsky

9:00 am – 10:30 am
GENERAL SESSION: “The Flight of the Goose” – Motivational Speaker Bruce Boguski [1.8 CPE Credits]

PRESENTATION

HANDOUT

10:30 am – 11:00 am
Refreshments Break / Exhibitor Visits

11:00 am – 12:00 pm
BREAKOUT SESSIONS:
#1: “Cyber Security: Current Treats, Trends and the 5 Things You Need to do Today” – Kevin Carpenter, RSM US LLP [1.2 CPE Credit]

NO PRESENTATION OR HANDOUT PROVIDED

#2: “Investing with Impact: Navigating the Responsible Investing Landscape” – Mike Shebak and John Evans, Hartland [1.2 CPE Credit]

PRESENTATION

HANDOUT

12:00 pm – 1:30 pm
Lunch / Exhibitor Visits
Speaker: Carlos Campo, President of Ashland University

1:30 pm – 3:00 pm
BREAKOUT SESSIONS:
#1: “How Could the Proposed Changes in LIBOR affect Your Bottom Line?” and “Tax Bill Update” – Adam Goff, PNC Capital Markets; Brad Leigh, Bowling Green State University; Marc Kamer, Dinsmore & Shohl LLP; Sam Gruer, Blue Rose Advisors; and Steve Storck, Xavier University [1.8 CPE Credits]

PRESENTATION

#2: “Financial Modeling: Telling Your Financial Story to Stakeholders” – Bethany Pugh and Kevin Kuhar, PFM [1.8 CPE Credits]

HANDOUT

3:00 pm – 3:30 pm
Refreshments Break / Exhibitor Visits

3:30 pm – 4:30 pm
BREAKOUT SESSIONS:
#1: “FASB Update” – Jonathan Schultz and Pete Ugo, Crowe Horwath [1.2 CPE Credit]

PRESENTATION

HANDOUT

#2: “GASB Updates for Higher Education Institutions” – Jim Creeden, Jessica Haag, and Mike Behme, BKD [1.2 CPE Credit]

PRESENTATION

4:45 pm – 5:45 pm
Happy Hour and School Logo Exchange

6:00 pm – 7:15 pm
Dinner

7:15 pm – 8:00 pm
Performance by Ashland University’s Drop of the Hat Players

FRIDAY, APRIL 27, 2018

@ Ashland University

8:00 am – 9:00 am
Registration / Continental Breakfast

9:00 am – 10:15 am
BREAKOUT SESSIONS:
#1: “FASB Revenue Recognition: Deep Dive into Impact to Private Institutions” – Katie Thornton and Robb Rose, Plante Moran [1.4 CPE Credits]

PRESENTATION

HANDOUT

#2: “Successful, Comprehensive Energy Project” – Noah Brewer, The Brewer-Garrett Company and Tom Euclide, Kent State University  [1.4 CPE Credits]

NO PRESENTATION OR HANDOUT PROVIDED

10:15 am – 10:30 am
Refreshments Break

10:30 am – 11:45 am
BREAKOUT SESSIONS:
#1: “Tax Developments Affecting Colleges and Universities” – Eugene Logan, Schneider Downs [1.4 CPE Credits]

PRESENTATION

HANDOUT

#2: “Developing the Capital Plan is only Half the Battle” – Adam Gogolski, Sightlines [1.4 CPE Credits]

PRESENTATION

11:45 am – 1:00 pm
Buffet Lunch

12:00 pm – 1:15 pm
GENERAL SESSION: “The Role of the 21st Century CFO” – Moderators: Patrick Kerns and John Null, Schneider Downs and Panelists: Marc Pasteris, Ashland University; Phil Laube, Muskingum University; Brandon Balandra, Wilmington College; and Almut Zvosec, Cleveland Institute of Art [1.4 CPE Credit]

NO PRESENTATION OR HANDOUT PROVIDED

1:15 pm – 1:30 pm
Business Meeting / Closing Remarks

HOST HOTEL INFORMATION

Hampton Inn
2055 East Main Street
Ashland, Ohio, 44805

Room Rate: $114 + tax
Reservation Deadline: March 25, 2018
Group Code: ACU
Reservations: Call (419) 903-0900 and ask for Terri Lay, Director of Sales at Extension 2