Today, Howard and Pete talk about the tools and controls in place to help leaders come to agreement and craft a model of shared governance each can be proud to own.
122: Live from EACUBO 2015 — Gregg Goldman and Dave Button on Common Interests, Common Challenges of CBOs
This week on Navigating Change we're once again recording live from the Cheers Lounge at the EACUBO Annual Meeting in Philadelphia. Howard Teibel hosts a conversation this week with two esteemed guests: Gregg Goldman, SVP and CFO at The University of Arizona and Chair of NACUBO, and Dave Button, CBO at the University of Regina in Saskatchewan and past president of CAUBO. Each brings a unique perspective on the state of CBO readiness for complexity in the coming year, and they uncover a series of fascinating parallels in the state of higher education between the US and Canada.
121: Live from EACUBO 2015—The Regional Presidents Gather!
110: The Mentorship Mindset and Leveraging Hidden Resources with Nuno Couto
108: Choose YOU — The Importance of Vacations & Downtime in Delivering Great Work
It’s a show of a different color this week as we take on a debilitating challenge faced by so many of our colleagues: we are terrible at disconnecting, recharging, and prioritizing ourselves over our work. The idea for this show started as a chance to talk about how we’re pledging to take smarter vacations, but it doesn’t take long before we veer into culture and the demands of communication, technology, and stress.
99: Lessons from AGB's National Conference on Trusteeship
Recorded straight off stage from the 2015 AGB National Conference on Trusteeship, Howard Teibel shares his reflections on trusteeship, and lessons he learned working with trustees navigating their most challenging issues. From the coming closure of Sweet Briar to the challenges of institutionalizing change, Howard and Pete dive into the importance of changing our thinking from cooperation to collaboration and shifting adversarial relationships toward finding alignment across the entire institution.
98: What are Presidents, Chancellors, and Cabinets Dealing with Today?
As we cruise toward our centennial episode of Navigating Change, we’re stepping back to share some of our key lessons learned. We’ve heard from presidents, chancellors, and trustees as they navigate their institutions though the rough seas of higher education, from the funding challenges facing the large publics to the demand challenges of community colleges, the value challenges of the smaller liberal arts colleges to the credibility challenges of the for profits. This week on the show, Howard Teibel and Pete Wright take a walk through the issues facing each group and set the stage for lessons yet to come.
Education Tag Cloud courtesy Bryan Alexander, FTTE (Creative Commons)
94: The Story of UMass Lowell — Change, Agility, and Growth with Joanne Yestramski & Lauren Turner
Teibel, Inc. has been working with UMass Lowell as part of a structural review of the finance and operations division. Today on the show, we’re going to discuss that project with our special guests from UML, Joanne Yestramski and Lauren Turner. We’ll focus on this work in the context of the institution’s success in cementing a culture of organizational agility in this challenging education market.
UML’s nimbleness has fostered year over year growth in quality education, service, and enrollment. Joanne and Lauren join Gail Gregory and Pete Wright for the story of UMass Lowell, from a transformation in top leadership, to a culture of sustained growth and progress.
Our conversation today is a prelude to their presentation next week at the EACUBO Annual Workshop in Washington DC. Join Gail, Joanne, and Lauren as they showcase their work, and the evolving UMass Lowell organizational structure that has served them so well.
Links & Notes
About Joanne Yestramski
Vice Chancellor for Finance and Operations
Joanne Yestramksi has a long and accomplished career in financial management, administration and information technology services. She has spent nearly two decades working in the field of higher education, at both public and private institutions in New England. As Vice Chancellor for Finance and Operations at UMass Lowell, she is also a member of the Chancellor's Executive Cabinet.
About Lauren Turner
Associate Vice Chancellor for Human Resources and Equal Opportunity and Outreach
The Associate Vice Chancellor for Human Resources and Equal Opportunity and Outreach is Lauren Turner. She is responsible for the oversight of all aspects of campus human resources management including recruitment and outreach, position classification and compensation, labor relations, compliance with all federal and state regulations which govern employment, complaint investigation, employee safety and workers' compensation, benefits administration, workplace learning and development, payroll, management of the University's Human Resource Information System with PeopleSoft, employee engagement, and diversity and inclusion.
92: Governance — Finding Balance Between the Board and Administration with St. Edward’s President George Martin
The university board has an opporunity to help guide the strategy of the institution. But striking the right balance between engagement and over-involvement in leadership can be a challenge.
From his perspective — and his 16-year tenure as president of St. Edward’s University — Dr. George Martin has cultivated a reputation of leadership and balanced communication with the board of his institution. This week on the show, Dr. Martin shares the critical importance of developing a discipline of strategic planning, creating a culture of leadership that is always asking: “How is what we are doing now contributing to the strategic plan of the university.
Beyond the board relationship, Dr. Martin shares his perspective on the value of shared governance. “It’s a huge resource,” he says, “it allows you to take advantage of the tremendous minds and intellectual power that is on your faculty and to use that for advancing the university."
This week on Navigating Change, Howard Teibel and Pete Wright investigate the careful balance between the board and the president in protecting, growing their institutions.
88: President George Martin on Investing in Our Future at St. Edward’s University
Dr. George Martin has served as president of St. Edward’s University for over 15 years. In his tenure there, he has become an expert navigator of the waters of institutional change. This year, under Dr. Martin's leadership, the university has launched an administrative review designed to capitalize on the university’s successes, and prepare it to face the challenging landscape of higher education before us all.
This week on Navigating Change, Dr. Martin shares his experience in cultivating top-down and bottom-up decision making that positively engages the entire university community. He outlines is rationale behind embarking on such an audacious change project now, and what success will mean to the finance office — and the culture — of St. Edward’s in the future.
Links & Notes
86: AGB President Rick Legon on Board Leadership, Adaptability in the Face of Tectonic Change in Higher Ed
The 2015 National Conference on Trusteeship from the Association of Governing Boards is coming up April 19-21 in Phoenix and this year’s event promises a rich line-up of leaders and board members tackling the biggest issues facing higher ed institutions around the world. Howard Teibel is on the docket this year, joining the list of facilitators for the Leadership Institute for Board Leaders and Executives the day before the main session, April 18.
We’re thrilled to welcome AGB President Rick Legon to the show this week. Rick has served as AGB President since 2006. This week, he shares his keen insights in the challenges facing board leadership in today’s institutions, and how the Conference on Trusteeship serves to align leaders to face them. How do we maintain an affordable education while ensuring the highest quality? How do we address the glass ceiling of tuition revenue in supporting the institution? How do we adapt to the changing relationship between state and federal regulation and the education experience? This is a wide-ranging conversation that dives into the fundamental question: how do we frame the board’s role as one critical piece of the institutional leadership puzzle?
84: Year in Review: 4 Big Trends to Watch in Higher Ed 2015
Howard Teibel
Holiday breaks are coming to a close and students are heading back to classes as we celebrate one more trip around the sun. This week on Navigating Change, we take on four key trends bound to influence your decision making in 2015 as we reflect on the year gone by. In doing so, we’re setting the stage for our own conversation for year to come around institutional responsibility for external mandates, the role of academic performance measurement in data driven decision making, continued consolidations and shared services, and the leader's role in positively engaging the workforce in the face of great change.
Photo credit: Chris Schroeer-Heiermann
Faculty of Theatre and Dance — ArtEZ, Arnhem, Holland
83: Growing Independent School Biz Officers with NBOA President Jeff Shields
We’re thrilled to welcome NBOA President and CEO Jeff Shield to the show this week. Jeff has worked tirelessly to ensure that this upcoming annual meeting is the best yet, and shares not only a fantastic origin story of the association, but offers welcomed insight around the importance of the business officer in the tight knit independent school community, and the challenges they face in collaborative work across their campuses.
79: How do you Transition from Sage to Guide?
Howard Teibel
As leaders, it’s critical that we engage change on our campuses with enthusiasm, curiosity, and courage. Our teams are counting it, as are our extended constituencies — students, parents, and our community at large. In our efforts to engage with enthusiasm, our first and most important challenge is to embrace our own ignorance.
This week on the show, Howard Teibel and Pete Wright discuss the key tenets of process consultation, and offer guidance for asking tough questions of our own assumptions in our work to drive change in our institutions.
Links & Notes
78: Regional Leaders on Regional Challenges in Higher Ed — Live from EACUBO 2014
This week on Navigating Change we’re coming to you once again from the EACUBO 2014 Annual Meeting in Orlando, Florida. Speakers at the conference have been taking on some of the most challenging issues facing chief business officers in higher education. This week, we’re joined by all four regional CUBO presidents for a conversation on the challenges they’re facing in their regions. From dropping high school populations to a changing demographic landscape to dramatically declining state subsidies, each region is working hard to ensure their members are prepared to face tomorrow’s challenges today.
Our Guests
Regional Presidents, Associations of College and University Business Officers
Michael Gower, EACUBO
Senior Vice President, Finance & Tresurer
Rutgers University
Harold Hewitt, WACUBO
Executive Vice President and Chief Operating Officer
Chapman University
Mary Lou Merkt, SACUBO
Vice President for Finance and Administration
Furman University
Kathy Qualls, CACUBO
Senior Vice Provost for Academic Finance & Administrative Affairs
University of Cincinnati
77: Strategic Leadership at EACUBO 2014 with Marta Perez Drake and Lynne Schaefer
This week on Navigating Change we’re coming to you from the EACUBO 2014 Annual Meeting in Orlando, Florida. Speakers at the conference have been taking on some of the most challenging issues facing chief business officers in higher education. We’re kicking off our EACUBO series with two people who serve as leaders in the effort to prepare CBOs for the demands of tomorrow’s institutions.
Marta Perez Drake, Vice President for Professional Development — NACUBO
Lynne Schaefer, Vice President for Administration — University of Maryland Baltimore County
Lynne Schaefer is vice president for finance and administration at University of Maryland, Baltimore County, and currently serves as EACUBO vice chair. Marta Perez Drake serves as vice president for professional development for NACUBO. This week on the show, Lynne and Marta join Howard Teibel and Pete Wright to share their work in developing CBOs as strategic leaders prepared for broader challenges beyond the typical expectations of the office.
Our special thanks to all who turned out to join us at this special live event in Orlando, and to the EACUBO team that helped to make this happen!
About Lynne C. Schaefer
Lynn Schaefer has served as Vice President for Finance and Administration at University of Maryland, Baltimore County (UMBC) since 2005. In her role as chief business officer at UMBC, she is responsible for financial management, budget, reporting and control for annual operations exceeding $390 million. She also provides leadership for facilities planning, construction and operations, human resources, environmental safety and health, dining services, the bookstore, campus police, and general business services. Ms. Schaefer previously served as Vice President for Finance and Administration at Oakland University in Rochester, Michigan, and as Budget Director and Vice President for Administrative Services at Wayne State University in Detroit. Ms. Schaefer began her career in state government in Michigan, and worked in the Governor’s Office, Departments of Management and Budget and Treasury, and as President of the Michigan Education Trust. She holds an M.B.A. in Finance from Wayne State University, and a B.A. from Michigan State University.
Marta Perez Drake, NACUBO
Marta Perez Drake has served as vice president for professional development of the National Association of College and University Business Officers (NACUBO) since 2010. Prior to assuming this position, Perez Drake served NACUBO for six years as Director of Constituent Programs. Before joining NACUBO, Perez Drake worked at Duke University, Georgetown University and three higher education associations: the Council of Graduate Schools (CGS), the American Council on Education (ACE), and the American Association for Higher Education (AAHE). Perez Drake has served on several boards in the higher education, K-12, and non-profit sectors. She received her bachelor's degree from Duke University and master’s degree from the University of North Carolina–Chapel Hill.
76: Strategic Leadership and Big Change at Loyola Part 3 — VP of Administration Terry Sawyer
Terrence Sawyer, J.D., Vice President of Administration — Loyola University Maryland
This week on Navigating Change we conclude our three-part series in which we share the administrative and academic review from the inside out. Our final guest is Terry Sawyer, Vice President of Administration at Loyola University Maryland, and it was under his guidance as co-chair of the "New Way Of Proceeding" committee that deep investigation into institutional operations occurred. Terry’s role in senior administration, in partnership with his colleague and faculty co-chair Steve Fowl, put him in an ideal position to support challenging initiatives and difficult solutions across the institution.
This week, Terry shares his insights on the academic and administrative review from the administrative perspective, and how we were able to form a partnership to deliver both financial and cultural benefits to Loyola Maryland.
About Terrence Sawyer, J.D.
Terrence Sawyer became vice president for administration in 2004 after six years as special assistant to the president for government and community relations and trustee affairs. Prior to joining Loyola, Sawyer served as a director at the Maryland Department of Business and Economic Development. A 1992 graduate of the University of Maryland, College Park, Sawyer earned his juris doctor from Widener University in 1995. Sawyer currently leads the University's government and community relations offices, and oversees trustee affairs and the departments of public safety, environmental health and safety, transportation and parking, and human resources. Sawyer also serves as an affiliate faculty member in the department of law and social responsibility.
72: The Administrative and Academic Review at Loyola Maryland Part 1 — CFO Randy Gentzler
Randall D. Gentzler, Vice President of Finance — Loyola University Maryland
This week on Navigating Change we begin a three-part series to share the administrative and academic review from the inside out. Our first guest is Vice President of Finance of Loyola University Maryland Randy Gentzler, and it was under his guidance that the project ensured its focus not only on ideas for change consistent with mission but also ones that would have a positive financial impact.
As the chief business officer, Randy describes the project from its inception to deal with the short-term operating budget as well as defining a new model of financial success. Randy and Howard share their experience working as true partners in this project and offer key learnings for getting the most out of this unique relationship.
About Randall D. Gentzler
Randall Gentzler joined Loyola University Maryland in May 2011 and serves as the University’s chief financial and investment officer. He provides senior leadership and direction to the major operating divisions of financial services, technology services, and facilities and campus services. He joined Loyola from Philadelphia University where he held the position of vice president for finance and administration/treasurer since 1995. He received his MBA from Philadelphia University; his B.S. in Accounting from Elizabethtown College; and attended Harvard University’s Institute for Educational Management (IEM).
70: Canisius College President John Hurley on Leadership, Strategy, and Communication
Last week, Canisius College President John Hurley welcomed faculty, students, and staff to the 2014-15 academic year at the school’s convocation event. In his speech, he outlined a vision for college success by way of three key areas: Redefinition — understanding what it means to be a student-centered institution; Revitalization — embracing new approaches to the academic model; and Innovation — evolving the business model to support a more agile institution.
This week on Navigating Change, President Hurley joins Howard Teibel and Pete Wright to reflect on his role as he begins his fifth year of service. He shares his approach to building trust in times of challenge, the critical importance of communication, and building support and understanding across a diverse body of students, faculty, and staff.
President Hurley offers candid insight into his role and it’s many opportunities and challenges.
About John Hurley
John J. Hurley has been the President at Canisius College since July 1, 2010. Mr. Hurley served as Executive Vice President and Vice President of College Relations at Canisius College since 2007 and 1997 respectively.
Prior to Canisius, Mr. Hurley practiced law for 16 years. He concentrated his practice in the areas of secured lending, bankruptcy and insolvency, creditors’ rights and acquisitions of troubled companies. He is also chair the Bishop’s Council on the Laity for Bishop Kmiec. Mr. Hurley is a past member of the city of Buffalo’s Charter Revision Commission and past president of the St. Joseph’s Collegiate Institue Board of Trustees. He also serves as a Trustee at Canisius College.
He is the recipient of the 2002 Canisius College Distinguished Alumnus Award, which recognizes alumni who have distinguished themselves in their chosen careers. Mr. Hurley is also a recipient of the college’s LaSalle Medal (1996), the highest honor conferred upon an alumna/us for service to alma mater, and was inducted into the Signum Fidei Society of St. Joseph’s Collegiate Institute (1998). He is a 1978 alumnus of Canisius College.
A native of Buffalo, Mr. Hurley graduated from St. Joseph's Collegiate Institute in Kenmore and earned a bachelor of arts degree, summa cum laude, in English and history from Canisius College. He was awarded a full scholarship to the University of Notre Dame School of Law, where he earned a juris doctor degree in 1981.
69: Building Trust and the Higher Ed Business Model with EACUBO Chair Michael Gower
J. Michael Gower — SVP, Finance & EACUBO Chair
This week on Navigating Change, we’re thrilled to have friend of the show, Michael Gower. Michael currently serves as senior vice president of finance at Rutgers University and chair of EACUBO — he joins us on the show this week to share his insights on building trust, technology, and the forces impacting the changing business model in higher eduction.
The EACUBO Annual Meeting 2014 will be held in Orlando October 19-22. Michael and the EACUBO leadership team are leading a shift in the approach to the annual conference with new presentation models and events designed to give financial leaders the the tools they need to build trust and deliver on the mission of their institutions.
Hot news! Howard and Pete will be hosting Navigating Change Unplugged live on Monday, October 20 at the conference. If you’re going to be in Orlando, join us in person — details coming soon!
About J. Michael Gower
J. Michael Gower, a financial planning expert with more than thirty years’ experience in university and medical school business management, is the senior vice president for finance at Rutgers University. In that capacity he directs the financial management and planning activities of the university, collaborating with leaders from the campuses, schools, and administrative units.
Gower is the chair of the Eastern Association of College and University Business Officers and a member of the board of directors of the National Association of College and University Business Officers, higher education’s leading professional organization for chief business and financial officers.