Sunday Sessions II | April 13 | 12:50 PM - 1:40 PM ET

Sunday Session 2A | Sunday Session 2B

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Sunday Session 2A | Transforming Labor Planning: USF's Journey to Position-Level Forecasting

Description

As costs increase and labor structures grow more complex ”with factors like grants, part-time faculty, and shared positions ”traditional, once-a-year labor planning methods can lead to inefficiencies, errors, and higher costs. At the University of South Florida (USF), personnel costs make up over 60% of annual expenditures. While USF historically forecasted labor expenses at a high level, evolving business modeling and state reporting requirements drove the need for more detailed, position-level salary forecasting to achieve precise year-end expenditure projections.This session will showcase how USF improved collaboration and implemented process and technology enhancements to enable position-level forecasting. This shift allows departments to assess the impact of salary adjustments, planned retirements, new roles, and backfills, helping them proactively identify potential savings or deficits. With more accurate year-end forecasting and alignment between in-year labor forecasting and annual labor planning, USF has streamlined processes, reduced training demands, and improved user adoption. Join us to learn how these advancements have allowed USF to navigate labor planning complexities with greater efficiency and transparency.

Learning Objectives

  1. Automating workflows and approvals: Improve accountability and prevent bottlenecks to maintain forward progress.
  2. Adopting a flexible planning model: Design processes that can adapt to meet the differing needs of your various departments and employee types.
  3. Delivering meaningful insights: Reports that deliver actionable insights and visualizations to guide decision-making.

Speakers

Lise Fitzpatrick, Director of Services, Strata Decision Technology

Lise Fitzpatrick is director of higher education services at Strata Decision Technology. Passionate about the impact of higher education on individuals and the economy, Fitzpatrick enjoys empowering colleges and universities to fuel their mission. Her goal is to support clients as they elevate their planning and analytic capabilities to acquire new insights and accelerate informed decision making. She partners with customers to address their toughest financial challenges by integrating and expanding traditional budget processes to include a strategic-to-tactical planning loop. Her experience beyond eight years in technology implementations, product development, and thought leadership includes a long career at Western Washington University serving in a variety of roles including mergers and acquisitions, tuition revenue planning, central budgeting, position control, information systems, operations, and program management. Fitzpatrick holds an MBA from Western Washington University, as well as a BS in finance from the University of Southern California.

Kevin Toso, Business Administration Director, University of South Florida

Bio coming soon.

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Sunday Session 2B | New Revenue Sources? How to implement key Internal Controls for Fraud Detection and Prevention

Description 

Coming soon. 

Learning Objectives

  1. Ensure proper segregation of duties
  2. Perform a UBIT analysis

Speakers 

Pam Alexanderson, Tax Director, Moss Adams LLP

Pam has practiced public accounting since 2008. She has considerable experience in tax compliance and consulting as well as unrelated business income and board governance, and focuses on large multi-national organizations, community charities, health care providers, and educational institutions. Pam devotes much of her time to helping for-profit and tax-exempt organizations with unique tax issues, strategic planning, and compliance services. She sits on the firm's tax committee for not-for-profit organizations and is a leader of the firm's not-for-profit tax practice in Albuquerque.

 

Chelsea Ritchie, Consulting Director, Moss Adams LLP

Chelsea has led numerous internal audit, policy development, and other consulting projects, as well as small and large external financial statement and compliance audits for higher education, government, not-for-profit organizations, financial institutions, and health care organizations since 2015. She has performed and supervised numerous audits in accordance with Institute of Internal Auditors International Standards for the Professional Practice of Internal Auditing, GAS, and GAGAS. Chelsea is experienced in evaluating internal controls and risks related to accounting and finance functions, includes those surrounding treasury and banking processes, from both an internal audit and external audit perspective.Chelsea has recently provided internal audit and services to clients including the cities of Bakersfield, Cupertino, Glendale, Newport Beach, Redondo Beach, Santa Monica, and Stockton; Douglas County (NV), Global Fund for Women, New Mexico Mortgage Finance Authority, Ontario International Airport Authority, Osage Nation, Western University of Health Sciences, and the University of Nevada “Las Vegas Foundation.

Joel Levenson, Assistant VP for Tax, Payable and Procurement, University of Central Florida, 

Joel is assistant vice president for tax, payables, and procurement at the University of Central Florida. He serves as a member of the Inter-Institutional Committee on Finance and Accounting Officers (ICOFA), Tax Sub-Committee, and the University Tax Peer Group. He is also a former member and co-chair of the Internal Revenue Service Advisory Committee (IRSAC), a four-year appointment.He is a Division of Finance employee since 2008, and a proud alumnus earning both his Bachelor of Science and Master of Science in Taxation.

 

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