Concurrent Sessions VI | April 16 | 11:30 AM – 12:20 PM
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Session 6A: What to Expect - The Endowment Model in Our Time | 1 CPE Credit
Description
In recent decades, the management of nonprofit organizations' endowment assets has undergone a transformational change. Bill Jarvis, managing director and philanthropic executive at Bank of America Private Bank, will walk through the evolution and claims of the endowment model, the drivers of investment returns, and governance.
Learning Objectives
- Understand the endowment model in our time
- Analyze drivers of investment return
- Explore the new regime and governance of endowments
Speakers
 William F. Jarvis, Managing Director and Philanthropic Executive, Bank of America
William Jarvis is Managing Director and Philanthropic Executive at Bank of America Private Bank, where he heads strategic thought leadership for institutional and private nonprofit organizations. An authority on investment policy and governance for endowed nonprofit organizations, Bill brings 41 years of experience to this role. Bill is the Managing Editor of the Bank of America Study of Philanthropy and the author of numerous white papers on investment policy and endowment governance. He is well known as a speaker and moderator at events convened by leading industry associations and by Bank of America, and also advises the Bank’s nonprofit clients. Prior to joining Bank of America in 2017, Bill served as the Executive Director of the Commonfund Institute, where he edited many of the leading studies on endowment investment and governance, including those for the National Association of College and University Business Officers (NACUBO), the Council on Foundations and the National Business Officers Association. In 2021 Bill was honored with NACUBO’s Rodney H. Adams Endowment Management Award for outstanding individual contributions to professional development activities in the area of college and university endowment and investment management. Bill holds a B.A. in English Literature from Yale University, a J.D. from the Northwestern University School of Law, and an M.B.A. from the J.L. Kellogg Graduate School of Management. Bill does not provide legal advice in his role at Bank of America.
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Session 6B: Facilities & Administration Rate Agreement - Cognizant Agency Changes & Other Assorted Negotiation Aspects | 1 CPE Credit
Description
See an overview of a Facilities & Administration (F&A) rate agreement process, including specific features like performing a space survey, working with a new cognizant agency, rate proposal determination, and negotiation.
Learning Objectives
- Have an understanding of the overall steps in arriving at a rate agreement.
- Know how to conduct a space survey & its importance to the overall rate determination.
- Know the differences in how cognizant agencies approach a rate agreement & how to navigate both.
Speakers
 Eric Fisher, Assistant Vice President & Controller, Texas Tech University
Mr. Fisher is currently Controller for TTU, serving in that role for over 5 years. He previously worked in Investments and Treasury at Texas Tech University System for over 25 years, with 6 years as Treasurer. He is a Certified Public Accountant and a Certified Treasury Professional.
 Sherrelle Vaughn, Managing Director, Accounting Services, Texas Tech University
Mrs. Vaughn has worked for TTU for over 13 years, overseeing such areas during that time as property, state accounting, accounting systems, and post-award research administration. She as been in her current role of Director for 4 years. She is a Certified Government Financial Manager and a Certified Research Administrator.
 Sarah Cody, Managing Director, Post Award Research, Texas Tech University
Mrs. Cody has worked for TTU for over 12 years, with 4 years in her current role of overseeing post-award research administration. She is a Certified Research Administrator. Mrs. Cody has also served on the planning committee for the SACUBO Women's Forum for 3 years running.
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Session 6C: The Changing Dynamic in Student Populations | 1 CPE Credit
Description
Higher education is experiencing the start of what is expected to be an unprecedent enrollment decline. There are several factors contributing to this decline including, but not limited to, the shrinking U.S. birth rate, levels of education, levels of poverty, and housing conditions. As colleges and universities face this changing landscape, presidents and CFOs are racing to create new and innovative funding strategies to ensure enrollment and fiscal success. This program will consist of an interactive panel of student affairs and enrollment management senior administrators discussing best practices to ensure student enrollment growth through a better understanding the changing dynamic in student populations.
Learning Objectives
- Participants will gain a better understanding of the factors leading to the falling college enrollment across the country
- Participants will be able to effectively work with partners on their campus to effective strategize how to minimize the decline in enrollment and/or increase enrollment
- Participants will be able create new and innovative universities structure that will lead to higher student retention
Speakers
 Aaron Hart, Vice President for Student Affairs, Virginia Commonwealth University
Dr. Aaron J. Hart currently serves as Vice President for Student Affairs at VCU. Dr. Hart brings over 24 years of experience in higher education administration, overseeing the student affairs portfolio, including, but not limited to, the Dean of Student Office, Residential Life and Housing, Campus Recreation and Well-being, and University Counseling Services. Dr. Hart has humble beginnings, born and raised on the southside of Chicago to hard-working parents who never attended college but understood the value, and instilled the importance, of higher education. Dr. Hart is a proud Life-Member of Kappa Alpha Psi Fraternity, Inc.Dr. Hart received his doctorate from Arizona State University in Higher and Postsecondary Education. He has significant experience in critical areas within student affairs related to strategic planning, supervision, student development, multicultural competencies, leadership, and budgetary administration. Dr. Hart has authored several articles, book chapters and presented at national conferences on various topics related to best practices in student affairs, fraternity and sorority life, the advocacy of underrepresented students and staff in higher education, organizational and team development, and the effective implementation of co-curricular initiatives.
 Jason Meriwether, Vice President of Enrollment Management, Campbellsville University
Dr. Jason L. Meriwether is an experienced higher education leader with over two decades of service to public and private universities. In his roles as Vice President, Jason has been responsible for Enrollment Management, Academic Support, NCAA & NAIA Athletics, TRIO programs, and Student Affairs. Jason has published on topics such as adult learning, student retention, digital learning & engagement, student affairs fundraising, and hazing prevention. Jason is editor of Dismantling Hazing in Greek Letter Organizations: Effective Practices for Prevention, Response, and Campus Engagement, which provides readers with new educative models and tools to mitigate the impact of “tradition” as it competes with the value for life within Greek-letter organizations with one ultimate goal: to save the lives of our students.. Jason created a proactive and educative campus model for students and campus leaders. Jason is editor of the upcoming book, Prioritizing Enrollment Management: Effective Practices and Strategies for Student Success & Completion, which will be released in 2024. Jason has been named to the Southern Indiana Business Source 20 under 40, Louisville Business First’s Top Forty under 40, and as one of Louisville Business First’s 20 People to Know in Education and Workforce Development. Jason also received the award of Outstanding Kentuckian in 2014.Jason currently serves Campbellsville University, a private, comprehensive, four-year Christian University with a population of 8,000 undergraduate and graduate students with 90 undergraduate and graduate programs, as Vice President of Enrollment Management.
Kevin Dougherty
Bio coming soon!
Kyle Boone, Director of Housing and Residence Life, Grand Valley State
Bio coming soon!
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Session 6D: Sustaining Transformational Change in Higher Education: Changing Culture, Engaging Employees, and Leveraging High Performance Teams | 1 CPE Credit
Description
Research indicates that Transformational Change does not have a high rate of success. McKinsey and Associates report that 70% of all transformational changes fail. Of the 30% that are successful, only 20% sustain the changes. Higher Education is facing significant transformational changes. How do we approach transformational change in a manner to position us for success and to ensure we sustain those changes? Organizational Change Management Frameworks, the Theory of High Performing Teams, and Agile Concepts for delivery are key components of managing transformational change to ensure the highest potential for succeeding and sustaining.
Learning Objectives
- Examines key factors required to create a culture of innovation where it is safe to fail
- Examines the impact of transformational leadership and organizational change management to effectively sustain transformational change
- Examines the impact of leveraging agile concepts and high performing team models to effect sustainable transformational change.
Speakers
 Jo Ann Kern, Director, Tarleton State University
Jo Ann Kern is a Director at Tarleton State University and leads the Office of Transformation Realization. Jo Ann has worked in higher education at Tarleton State for 7 years. Prior to joining higher education, Jo Ann worked for almost 30 years in Private Industry primarily working in Information Technology in Oil and Gas, Railroad, Financial Services, Pharmaceutical, and Telecommunications Industries. Jo Ann has a Bachelor's degree from Baylor University with a double major in Accounting and Information Systems. She has a Master in Educational Administration from Tarleton State University and is completing her Educational Doctorate in Educational Administration at Tarleton State. Jo Ann is certified in Project Management and PROSCI Certified for Organizational Change Management Practices. Jo Ann's dissertation topic is on the efforts to sustain transformational change in higher education and explores the challenges higher education faces that drive the need for more transformational changes in our operating and funding models.
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Session 6E: A House of Cards: Understanding the Complexities and Campus Interdependencies of Residential Construction at the University of Alabama | 1 CPE Credit
Description
As many higher-education campuses face housing crunches, finance departments, business offices and strategy teams are looking at ways to provide the most efficient and cost-effective measures and methodologies for building convenient and attractive housing for their burgeoning student populations. This best-practices case study -- featuring Julia Tutwiler Hall at the University of Alabama -- showcases how programming, assessments, demographics and funding were woven into the data-driven decision-making processes behind a major capital investment for the university (during the pandemic). Presenters from the University and its business partner tell the story behind every option, consideration, stakeholder and line item in this legacy project. Plus, the project involved an implosion in the middle of campus, excavation of a site near the legendary and highly active football stadium in the fall, and the trickle-down fiscal and physical effects of renovation vs. new construction decisions.
Learning Objectives
- Understand and appreciate how programming and facility condition assessments lay the groundwork for a proper residential development plan and pave the path for data-driven decisions involving renovations, construction, deferred maintenance and capital renewal costs.
- Define the various audiences to serve, housing needs to be met, enrollment trends, and current inventories.
- Determine key funding decisions based on capital/initial costs, deferred maintenance/capital renewal costs, life-cycle costs, and value optimization.
Speakers
 Trent Hall, Senior Program Manager, HPM
As the Tutwiler project lead and the University of Alabama account manager for HPM, the buck quite literally stopped with Trent Hall. A seasoned program manager, Trent and his team assisted the University through the design development process, the management of the overall budget and schedule as well as procurement, quality control, value engineering, and contractual obligations. In addition, Trent managed the teams which oversaw numerous simultaneous campus capital projects during the construction of the Tutwiler Residence Hall, and as civil engineering graduate with both bachelor's and master's degrees from UA, Trent knows firsthand of the legacy project which affected the entire campus.
 Taylor Thorne, Vice President, Growth Strategy, HPM
As the Vice President of Growth Strategy at HPM, Taylor Thorn guides the overall growth of the company through organic business development pursuits, strategic marketing initiatives, and intentional partnerships, alliances, and acquisitions. For many years, Taylor served the University of Alabama account for HPM and managed its teams in successful capital building projects year after year and was instrumental in the planning and development phases of not only the Julia Tutwiler Residence Hall project but many other campus housing projects which proceeded and necessitated this project. He understands the complexities and interdependence of residence halls to campus life and the daily operations of facilities throughout a higher education facility.
 Matt Kerch, Executive Director of Housing and Residential Communities, University of Alabama
Dr. Matt Kerch serves as the Executive Director of Housing and Residential Communities and as a special assistant in the Division of Student Life at The University of Alabama (UA). Matt oversees and leads a department serving more than 8,500 on-campus students and is responsible for a multi-million-dollar annual budget. He has managed multiple high-level construction projects -- including one of the largest construction projects in UA history in the new Tutwiler Residence Hall which opened in 2022. In addition, he has implemented a long-term strategy for new construction and a renovation plan for existing residence halls over the next 10 – 15 years.
 Tracy Richter, Vice President of Planning Services, HPM
With 20+ years of educational experience as a planner, Tracy Richter has coordinated and directed facility planning and educational specifications efforts for campuses of all sizes throughout the US. He knows firsthand that the educational planning process must be driven by a motivated team of knowledgeable problem solvers who demonstrate expertise, guidance, and direction that come from working many years in the industry. Tracy has helped universities throughout the country to develop outstanding environments through a systematic process that combines key data analysis with community participation and feedback. The resulting facility plans are not only strategic, but also include long-term goals to build a strong vision and future for the university.
 Noel Fegumps, Director of Operations, University of Alabama
Noel serves as the Director of Housing Operations at The University of Alabama. Originally from Florida, Noel has more than a decade of experience in higher education in strategic planning, residence life, facilities management, and teaching. Noel has progressive leadership and administrative experience in advocating for students and championing issues of equity for staff.
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