Thursday, April 25, 2019

9:00 a.m. – 10:00 a.m.

GENERAL SESSION: “Successful Managers Must Lead” – Speaker: Arthur Brite, Author [1.2 CPE Credits]

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 & Angie Lewis, Managing Director, 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” – Moderated by: Yoon Lee, Managing Director, Blue Rose Advisors; Panelists: Ying Huang, Associate Director with Public Finance Ratings, S&P Global Ratings; Jared Brewster, Assistant Vice President/Analyst, Moody’s; Bruce Guiot, Chief Investment and Treasury Officer, Miami University; & Rebecca Vazquez-Skillings, Vice President for Finance and Administration, Oberlin College [1.2 CPE Credits]

#2: “Budgeting: Methods, Trends and Best Practices” – Speakers: Tom Reynolds, Director for Budgeting, Lakeland Community College & Jason Januszewski, Director, Planning Budget and Strategic Support, Cuyahoga Community College [1.2 CPE Credits] 

1:30 p.m. – 2:20 p.m.

BREAKOUT SESSIONS:

#1: “Cyber Security – An Essential Vitamin” – Speaker: Stephen Bish, Senior Cybersecurity Analyst, 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] 

4:00 p.m. – 5:00 p.m.

BREAKOUT SESSIONS:

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

#2: “Tax Reform for Higher Education” – Speaker: Carol LaLonde, Tax Senior Manager, Plante Moran [1.2 CPE Credits] 

Friday, April 26, 2019

9:00 a.m. – 9:50 a.m.

BREAKOUT SESSIONS:

#1: “Employee Benefits Trends and Cost Containment Strategies” – Speaker: Kevin Burns, Employee Benefits Consultant, CBIZ & Todd Bollinger, Ohio Market Leader, CBIZ [1 CPE Credit]

  • No Presentation or Handout provided

#2: “Every Move Counts! Next Generation Default Options for 403(b) Retirement Plans” – Speakers: Randy Snyder, Vice President of Financial Services, 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, CEO, OThot [1.2 CPE Credits] 

  • No Presentation or Handout provided

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