CBO Speaks - podcast cover

CBO Speaks

CBO Speaks from NACUBO showcases our most seasoned CBO colleagues from top institutions around the country as they share stories of their journey as business officers. Their experiences inspire us and show us what’s possible in our own work.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Strategic Storytelling in Finance: University of Puget Sound CBO Kimberly Kvaal on Communicating Complex Change

Kimberly Kvaal is executive vice president and vice president for administration and finance at the University of Puget Sound in Tacoma, Washington. In this episode, Kvaal joins our host Donna Schiele to discuss finding purpose in higher education leadership, the power of mentorship in career development, and innovative approaches to financial sustainability in modern universities. "I think now more than ever for the CBO, it is important to be able to tell the story about why the business model ...

Apr 18, 202527 minSeason 11Ep. 15

Growth and Strategic Scale: Texas A&M University CBO John Crawford on Stewarding Financial Success

John Crawford is vice president for finance and chief financial officer at Texas A&M University in College Station, Texas. In this episode, Crawford joins our host Donna Schiele to discuss following in his father's CPA footsteps, managing Texas A&M's massive $2.5 billion budget during a tuition freeze, and navigating the evolving landscape of higher education finance. "I think evaluating the P3 [public-private partnership] opportunities is crucial," Crawford says, highlighting the import...

Apr 04, 202535 minSeason 11Ep. 14

Mission-Driven Management: University of Wisconsin-Milwaukee CBO Robin Van Harpen on Leading Through Change

Robin Van Harpen is senior vice chancellor for finance and administrative affairs at the University of Wisconsin-Milwaukee in Milwaukee, Wisconsin. In this episode, Van Harpen joins our host Donna Schiele to talk about transitioning from legal counsel to CFO leadership, navigating institutional financial challenges, and fostering an environment where talent can thrive. "Leadership in higher education is not easy. It's not for the faint of heart. And that’s not going to change," Van Harpen says, ...

Mar 21, 202525 minSeason 11Ep. 13

Data-Driven Turnaround: Transforming Institutional Finance with Northern Kentucky University CBO Christopher Calvert

Christopher Calvert is chief financial officer and vice president of administration and finance at Northern Kentucky University in Highland Heights, Kentucky. In this episode, Calvert joins our host Donna Schiele to discuss his journey from private sector finance to higher education leadership, implementing data-driven financial strategies, and navigating the evolving landscape of institutional finance. "One of the things that I did learn as I've gone through the various progressions of my caree...

Mar 07, 202534 minSeason 11Ep. 12

Beyond the Numbers: Understanding Today's Chief Business Officers

The fifth edition of the National Profile of Higher Education Chief Business Officers, released last year, offers crucial insights into the career paths, responsibilities, and aspirations of CBOs across the country. In this special crossover episode between CBO Speaks and NACUBO in Brief, host Donna Schiele and NACUBO's Bryan Dickson explore the Profile's findings with Nicole Long, chief financial officer and vice president of finance and administration at Agnes Scott College in Decatur, Georgia...

Feb 21, 202537 minSeason 11Ep. 11

The Power of Curiosity and Transparency: Leadership Lessons from University of Rhode Island CBO Abby Benson

Abby Benson is vice president for administration and finance at the University of Rhode Island in Kingston, Rhode Island. In this episode, Benson joins our host Donna Schiele to talk about her diverse career path, the importance of curiosity and transparency in leadership, and the unique challenges and opportunities facing higher education today. "I would say that curiosity is really important. I think always being curious, always being willing to learn, I think is in line with the values of hig...

Feb 07, 202532 minSeason 11Ep. 10

Beyond the Job Description: Seizing Opportunities with Great Falls College MSU CBO Carmen Roberts

Carmen Roberts is the executive director of operations at Great Falls College Montana State University in Great Falls, Montana. In this episode, Roberts joins our host Donna Schiele to talk about her journey to becoming a higher education leader, the challenges and opportunities in operations management, and the importance of fostering collaboration among diverse teams. "Don't be afraid to take on something that's outside your comfort zone that you don't necessarily know anything about," Roberts...

Jan 24, 202527 minSeason 11Ep. 9

Reframing Financial Conversations: Kalamazoo Valley Community College CBO Brian Lueth on Resource Allocation and Student Impact

Brian Lueth is vice president for finance and business at Kalamazoo Valley Community College in Kalamazoo, Michigan. In this episode, Lueth joins our host Donna Schiele to talk about his journey from public accounting to higher education, the importance of effective communication in conveying financial information, and strategies for maintaining affordability and access for students. "I always try to start the conversation not with a ‘no’. I think that's easy for the CFOs to be pigeonholed into ...

Jan 10, 202519 minSeason 11Ep. 8

Transparency Transforms: Effective Communication with Lake-Sumter State CBO Michelle Matis

Michelle Matis is vice president of finance and CFO at Lake-Sumter State College in Leesburg, Florida. In this episode, Matis joins our host Donna Schiele to talk about her career path in higher education finance, managing financial health during challenging times, and the importance of collaboration and transparency. "I always try to instill that with my team first, that we're going to be transparent. It's helpful if when we're talking to people, we're giving the same message so that there's cl...

Dec 06, 202423 minSeason 11Ep. 7

Beyond the Balance Sheet: Kentucky Community and Technical College System CBO Todd Kilburn on Student-Centered Financial Leadership

Todd Kilburn is chief financial officer at Kentucky Community and Technical College System (KCTCS) in Kentucky. In this episode, Kilburn joins our host Donna Schiele to discuss navigating institutional transitions, balancing financial leadership with student success, and the evolving responsibilities of modern chief business officers across KCTCS's 16 colleges, 70 campuses, and over 85,000 students. "I love discussions around strategy... I want to find a place where I can be a strategic thought ...

Nov 15, 202423 minSeason 11Ep. 6

Stepping Outside Your Comfort Zone: Belmont University CBO Harry Allen's Advice for Growth

Harry Allen is executive VP for financial excellence and CFO at Belmont University in Nashville, Tennessee. In this episode, Allen joins our host Donna Schiele to talk about his journey from banking to higher education, the importance of relationships and service in leadership, and his vision for the future of finance in higher ed. "I view my role in the many roles that I've had in my career. I'm mostly one that is empowering others and serving as the catalyst," Allen says. He emphasizes the imp...

Nov 01, 202423 minSeason 11Ep. 5

Listening and Leading: Elgin Community College’s CBO Kimberly Wagner

Kimberly Wagner is the vice president of business and finance at Elgin Community College in Elgin, Illinois. In this episode, Wagner joins our host Donna Schiele to talk about her transition from corporate accounting to higher education, the importance of empowering and investing in your team, and trends and changes in community colleges. "I think truthfully sweating the small stuff sometimes back then does make you appreciate later, you know, looking back," Wagner says. She emphasizes the value...

Oct 18, 202426 minSeason 11Ep. 4

Strategic Thinking, Analytics, and Relationships: Insights from Manchester University CBO Claire Knapp

Claire Knapp is the vice president of finance and administration, chief business officer and treasurer at Manchester University in North Manchester, Indiana. In this episode, Knapp joins our host Donna Schiele to talk about his unique career journey from public accounting to higher education, navigating financial challenges in a post-pandemic environment, and the importance of collaboration and relationships in his role. "If you're stepping into the CBO role, you have to have a strategic mindset...

Oct 04, 202424 minSeason 11Ep. 3

Mentorship Matters: Insights on Career Growth from Colorado College CBO Lori Seager

Lori Seager is vice president for finance and chief financial officer at Colorado College in Colorado Springs, Colorado. In this episode, Seager joins our host Donna Schiele to talk about her unique career path, the value of a liberal arts education, and the evolving role of a CBO. "I think if a person cultivates that relationship, especially with their supervisor and asks for opportunities to be involved in new projects and learn new things, I think that's a really valuable experience for a per...

Sep 20, 202423 minSeason 11Ep. 2

Leading With Intention: Leadership Lessons From Sam Houston State University CBO Amanda Withers

Amanda Withers is the chief financial officer and senior vice president for operations at Sam Houston State University in Huntsville, Texas. In this episode, Withers joins our host Donna Schiele to talk about her journey to becoming a CBO in higher education, the importance of leadership and mentorship, and the future of the CBO role. "I think the CBO is going to become more of an integrated leader," Withers says. As resources become more constrained, CBOs will need to be data-informed and lead ...

Sep 06, 202423 minSeason 11Ep. 1

Embracing Change Fearlessly with University of North Texas CBO Clayton Gibson

Clayton Gibson is vice president for finance and administration and CFO at the University of North Texas in Denton, Texas. In this episode, Gibson joins our host Donna Schiele to talk about his educational journey, his transition from corporate to higher ed, and the importance of mentorship. "Focus on your career and technical skill sets, but you also want to be involved in the community," Gibson says, recounting valuable advice he received from a mentor at Ernst & Young early in his career ...

Apr 26, 202432 minSeason 10Ep. 16

Keeping Students Central: University of Arkansas CBO Ann Bordelon on Investing in People

Ann Bordelon is executive vice chancellor for finance and administration at the University of Arkansas in Fayetteville, Arkansas. In this episode, Bordelon joins our host Donna Schiele to talk about her career journey, mentorship, and leadership through change in higher education. “I look back on my career and there have been a handful of people who have really been instrumental,” Bordelon says. She goes on to emphasize the importance of mentors and sponsors who invested in her growth and advanc...

Apr 12, 202450 minSeason 10Ep. 15

Minding the Data: South Florida State College CBO Peter Elliott on Telling Stories with Numbers

Peter Elliott is vice president for administrative services at South Florida State College in Avon Park, Florida. In this episode, Elliott joins host Donna Schiele to talk about his career path, challenges in higher education, and the importance of community colleges. “I like to say when I introduce myself: I'm here because usually when a student gets to my office, they're not happy, and the odds are pretty good I'm not going to make them happy,” he says. Elliott explains that teaching as an adj...

Mar 29, 202433 minSeason 10Ep. 14

Managing Risks and Getting to "Yes": UW-Madison CBO Rob Cramer's Insights

Rob Cramer is vice chancellor for finance and administration at the University of Wisconsin-Madison in Madison, WI. In this episode, Cramer joins host Donna Schiele to discuss learning from mentors, overcoming challenges, and being optimistic for higher education. "How do we get to ‘yes’ when being asked to help solve problems?" Cramer reflects. Despite challenges, he remains focused on understanding needs and finding solutions—a mentality that fuels his optimism for higher ed's future. "That's ...

Mar 15, 202433 minSeason 10Ep. 13

Developing Leaders of Tomorrow: CSUSB CBO Samuel Sudhakar on Grooming Successors

Samuel Sudhakar is vice president and chief financial officer at California State University, San Bernardino in San Bernardino, CA. In this episode, Sudhakar joins host Donna Schiele to talk about his career journey, the importance of developing leaders, and how higher education needs to adapt. “The effectiveness of a leader comes from developing a number two and succession plan,” he says. Sudhakar emphasizes grooming leaders within his team and providing opportunities for growth. “Over the year...

Mar 01, 202436 minSeason 10Ep. 12

Mentorship That Transforms: Advice from PASSHE’s CFO Molly Mercer

Molly Mercer is chief financial officer at the Pennsylvania State System of Higher Education (PASSHE) in Harrisburg, Pennsylvania. In this episode, Mercer joins host Donna Schiele to discuss navigating a career in higher education finance, embracing shared governance, and growing as a leader through mentorship. “I can't say enough about the importance of mentoring,” Mercer emphasizes. She describes the value of having a mentor you can be vulnerable with and gain perspective from. Mercer stresses...

Feb 16, 202431 minSeason 10Ep. 11

Shared Governance: An Opportunity, Not an Obstacle — DePauw University CBO Andrea Young

Andrea Young is vice president for finance and administration and associate professor of mathematical sciences at DePauw University in Greencastle, Indiana. In this episode, Young joins host Donna Schiele to discuss her career journey in higher education administration, the importance of shared governance, and building consortium relationships. "I think that oftentimes, particularly if one is new to higher education, shared governance can really be a big culture shift and can seem as though it i...

Feb 02, 202425 minSeason 10Ep. 10

A Bright Future with Change Driving Innovation: University of Kansas CBO Jeffrey DeWitt

Jeffrey DeWitt is chief financial officer and executive vice chancellor for finance at the University of Kansas in Lawrence, Kansas. In this episode, DeWitt joins our host Donna Schiele to talk about the challenges facing higher education, the importance of strategic alignment, and the bright future ahead for universities. “The future of higher ed, which is what we're working on at KU, is the economic engine of Kansas,” he says. DeWitt emphasizes how universities drive innovation and research th...

Jan 19, 202427 minSeason 10Ep. 9

Investing in Student Success: Loyola University Maryland CBO John Coppola on Meeting Evolving Needs

John Coppola is vice president for finance and administration at Loyola University Maryland in Baltimore. In this episode, Coppola joins host Donna Schiele to talk about finding mentors in higher education, investing in initiatives that support student success, and participating in professional associations like NACUBO and EACUBO. “There’s no better opportunity to really get your finger on the pulse of what’s going on in higher education than joining these associations and coming to the workshop...

Jan 05, 202426 minSeason 10Ep. 8

Navigating the CBO Career Path: Michigan State CBO Lisa Frace

Lisa Frace is senior vice president, chief financial officer, and treasurer at Michigan State University in East Lansing, Michigan. In this episode, Frace joins host Donna Schiele to discuss her career path, lessons learned, and insights on the future of higher education finance. "I think mentorship evolves over time. I can think about each organization I was in and how even if it wasn't a formal mentorship relationship, there was always an ability to learn. And sometimes it was formal and somet...

Dec 15, 202329 minSeason 10Ep. 7

Curiosity Over Ego: UC Irvine CBO Mary Lou Ortiz Talks Learning on the Job

Mary Lou Ortiz is vice chancellor, finance and administration and chief financial officer at University of California, Irvine. In this episode, Mary Lou joins our host Donna Schiele to talk about learning on the job, developing mentor relationships, and leading through change. “One of the things I noticed was that a mentor I had was never afraid to say, ‘I don't understand,’ and to ask questions,” she says. Mary Lou explains how not being afraid to ask questions and admit when you don't understa...

Dec 01, 202337 minSeason 10Ep. 6

The Power of Partnerships: Texas Tech CBO Noel Sloan on Collaboration

Noel Sloan is senior vice president of administration and finance and chief financial officer at Texas Tech University in Lubbock, Texas. In this episode, Noel joins our host Donna Schiele to talk about her winding career path to higher education, the importance of mentorship and collaboration, and her approach to creating a magical experience for everyone who visits Texas Tech's campus. Noel stresses the importance of building collaborative relationships with peers and partners across departmen...

Oct 27, 202330 minSeason 10Ep. 5

From 'No' to 'How': UNLV's CBO Jean Vock on Transforming Campus Perceptions

Jean Vock is the senior vice president for business affairs and chief financial officer at the University of Nevada, Las Vegas (UNLV). In this episode, Vock discusses the growth of UNLV to serve the Las Vegas community, her philosophy of leading with service and stewardship, and efforts to transform the perception of the CFO's office. "If we start out in an intake conversation saying, ‘The first thing I'm going to tell you is that there's all these rules and all these regulations,’ you're probab...

Oct 13, 202329 minSeason 10Ep. 4

Leveling Up in Leadership: Career Growth Tips from Morehouse College's CBO Undria Stalling

Undria Stalling is the senior vice president of business and finance and chief financial officer at Morehouse College in Atlanta. In this episode, Stalling joins host Donna Schiele to talk about her career path to Morehouse, empowering her team, and the importance of historically Black colleges and universities. “The most rewarding responsibility is providing the support to my team and them being successful and knowing that I’m helping them to develop and to continuously grow,” she says. Stallin...

Sep 29, 202325 minSeason 10Ep. 3

From Self-Doubt to the C-Suite: The Unconventional Path of Abilene Christian's CFO Lori Herrick

Lori Herrick, the chief financial officer at Abilene Christian University in Abilene, Texas, joins host Donna Schiele on the CBO Speaks podcast. In this episode, Herrick discusses her experience as the first woman CFO in Abilene Christian University's history. She talks about overcoming impostor syndrome as a woman leader and pioneering a seat at the table in higher education finance. Herrick also covers strategies for developing her team through mentorship and succession planning. "I want to bu...

Sep 15, 202328 minSeason 10Ep. 2
Hosted on Libsyn
For the best experience, listen in Metacast app for iOS or Android