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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.
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Episodes

From Data to Decision-Making: Navigating the Evolving Landscape of Higher Education with Lucien Costley

Lucien Costley is the Vice President for Planning and Finance at Schreiner University in Kerrville, Texas. In this episode, Lucien joins our host, Donna Schiele, to discuss his unique path to his current role, the challenges and opportunities of being a CBO, and his thoughts on the evolving landscape of higher education. "I wasn't your typical Institutional Research (IR) person," Lucien says, reflecting on his transition from IR to his current role. He explains how his approach to data visualiza...

Sep 01, 202336 minSeason 10Ep. 1

NACUBO's New Podcast • Career Conversations

NACUBO's new podcast Career Conversations, featuring insights and advice for business professionals new to higher education, starts airing biweekly on September 8th. Make sure to subscribe!

Aug 28, 20231 min

Bonus Episode 2023: Business Officers Share Their Thoughts on DEI

Welcome to this special bonus episode of CBO Speaks. We’ve asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs discuss how to put action towards diversity, equity, and inclusion... or DEI.

Mar 31, 202313 minSeason 9Ep. 15

Flexibility and Collaboration with Tarleton State University CBO Lori Beaty

Lori Beaty is Chief Financial Officer/Executive Vice President for Finance and Administration at Tarleton State University in Stephenville, Texas. In this episode, Lori joins our host Donna Schiele to talk about transitioning from grant accounting, being a lifelong learner, and why it’s important to remember that you don’t have to understand every detail of the work you oversee. “I have needed to grow key skills as I’ve grown into this position,” she says. She calls out flexibility and collabora...

Mar 17, 202322 minSeason 9Ep. 14

Having the Drive and Being Inquisitive with Purdue University Fort Wayne CBO Glen Nakata

Glen Nakata is the Vice Chancellor for Financial and Administrative Affairs at Purdue University Fort Wayne in Indiana. In this episode, Glen joins our host Donna Schiele to talk about the value of attracting international students, building a team with people that bring something new to the discussion, and being inquisitive. “I want to bring people from different backgrounds, different regions, different countries to learn more from them,” he says. He talks about how as an organization, they on...

Mar 03, 202319 minSeason 9Ep. 13

Collaborative Change and Creative Solutions with University of Michigan CBO Geoff Chatas

Geoff Chatas is Executive Vice President and Chief Financial Officer at University of Michigan in Ann Arbor, Michigan. In this episode, Geoff joins our host Donna Schiele to talk about his learning curve coming from the corporate world, thinking about the world in different ways, and developing great teams, before getting out of their way. “It’s okay to innovate. It’s okay to take risks. It’s okay to push the envelope, but do it within the tolerance of what your organization can handle,” he says...

Feb 17, 202326 minSeason 9Ep. 12

A Legacy of Empowering Your Team with University of Arizona CBO Lisa Rulney

Lisa Rulney is Senior Vice President for Business Affairs and CFO at University of Arizona in Tucson, Arizona. In this episode, Lisa joins our host Donna Schiele to talk about the benefits of longevity, the value of constructive criticism, and the importance of focusing on financial sustainability. “More than ever, we have to have a focus on efficient operations and innovation,” she says. She talks about the value in being forced to pivot quickly to online learning and the ways that helped them ...

Feb 03, 202324 minSeason 9Ep. 11

Working at an HSI with Northeastern Illinois University CBO Manish Kumar

Manish Kumar is Vice President of Finance and Administration at Northeastern Illinois University in Chicago. In this episode, he joins our host Donna Schiele to talk about federally designated Hispanic-Serving Institutions, strategies to help grow enrollment, and the importance of understanding shared governance for the academic system. “Like every institution during the Pandemic, it has affected our minority students very disproportionately,” he says. He talks about why it’s important to help t...

Jan 20, 202315 minSeason 9Ep. 10

Being Better Tomorrow Than You Were Today with Texas Christian University CBO William J. Nunez

William Nunez is Vice Chancellor for Finance and Administration and CFO at Texas Christian University in Fort Worth, Texas. In this episode, he joins our host Donna Schiele to talk about stepping into well-run programs, moving to a private sector university, and learning you can’t do it all. “You’re not the expert on all the things that are reported to you,” he says. He talks about the importance of being a great listener, of trusting your people, of hiring great people, of being knowledgeable e...

Jan 06, 202316 minSeason 9Ep. 9

Excellence and Equity with Princeton University CBO Jim Matteo

Jim Matteo is Vice President for Finance and Treasurer for Princeton University in Princeton, New Jersey. In this episode, Jim joins our host Donna Schiele to talk about figuring out your ‘edge’, being a team player, and working in a state versus a private university. `“How do we help advance what I’ll call excellence and equity at Princeton?” he asks. He talks about how this is a key question to advancing their strategic priorities. “That’s a place where we spend quite a bit of time redesigning...

Dec 16, 202229 minSeason 9Ep. 8

A Welcoming Community of Learners with University of St. Francis CBO Julee Gard

Julee Gard is Vice President for Administration and Finance and Chief Financial Officer at the University of St. Francis in Joliet, Illinois. In this episode, Julee joins our host Donna Schiele to talk about following your dreams, transferrable skills, and retention. “I’m just as responsible for making sure that our current students remain and feel welcomed as anybody else in a leadership role,” she says. She talks about how that’s a big shift in the higher education field now than when she star...

Dec 02, 202218 minSeason 9Ep. 7

Learning to Be Nimble with Clark State College CBO Doug Schantz

Doug Schantz is Vice President for Business Affairs for Clark State College in Springfield, Ohio. In this episode, Doug joins our host Donna Schiele to talk about working in his hometown, the importance of affordability, and the positives of the pandemic. “It catapulted us much further in evolving as an industry than I think we would’ve achieved within even the next five to ten years,” he says. He talks about how it provided an opportunity to look toward the future of higher education as a whole...

Nov 11, 202228 minSeason 9Ep. 6

Saying ‘As If’ with Salt Lake Community College CBO Chris Martin

Chris Martin is Vice President for Finance and Administration / CFO at Salt Lake Community College in Salt Lake City, Utah. In this episode, Chris joins our host Donna Schiele to talk about figuring out secondary education’s role in the industry, working with the local municipalities, and creating a more flexible system that allows for more innovative thinking. “We’re a place where all students are welcome,” he says. That’s the mission as he describes it, but they have to adjust to compete with ...

Oct 28, 202220 minSeason 9Ep. 5

Honoring Your Past Choices, Being Nimble, and Scheduling Walking Meetings with New Mexico State University CBO Ruth Johnston

Dr. Ruth Johnston is Vice Chancellor, Chief Operating Officer, and Chief COVID-19 Officer at New Mexico State University in Las Cruces, New Mexico. In this episode, Johnston joins our host Donna Schiele to talk about being nimble, challenges ahead for higher education, and why understanding the system from all perspectives is critical for a CBO. “To be a successful CBO or COO, you really need to understand the system, and not just the administrative side but how the students fit in, how the facu...

Oct 14, 202233 minSeason 9Ep. 4

CBO Kelli Shomaker and Nurturing the Relationship with Your Hometown

Kelli Shomaker is Vice President for Business and Finance and CFO at Auburn University in Auburn, Alabama. In this episode, Shomaker joins our host Donna Schiele to talk about spending time on the University’s vision, maintaining their mission through the pandemic, and the importance of town and gown. “It’s really important that we take into careful consideration changes that we might make here on this campus and how that might affect the city,” she says. If they choose to grow their enrollment ...

Sep 30, 202222 minSeason 9Ep. 3

Learning to Not Panic with Grand View University CBO Christopher Lee

Christopher Lee is Vice President for Administration and Finance at Grand View University in Des Moines, Iowa. In this episode, Lee joins our host Donna Schiele to talk about learning to prioritize without panic, optimizing your choices, and being a CBO in a faith-based institution. “We are here as professionals not to panic but to simply anticipate as much as we can, prepare for the fact that big things will always come at us, have plans in place for things we can prepare for, and then as those...

Sep 16, 202220 minSeason 9Ep. 2

Diversity of Thought and Approach in Teambuilding with Marymount Manhattan College CBO Maisha Williams

Maisha Williams is Executive Vice President, Finance and Administration and Chief Financial Officer at Marymount Manhattan College in New York, NY. In this episode, Williams joins our host Donna Schiele to talk about her family history in education, the pros and cons of working at a small arts college in the heart of the city, and the artistic view of pairing majors. “Our location is so rich in so many different areas from a cultural perspective,” she says. The location allows them to utilize th...

Sep 02, 202224 minSeason 9Ep. 1

Bonus Episode: Business Officers Share Their Favorite Resources in Our Resource Corner

Welcome to this special bonus episode of CBO Speaks. We’ve asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs share resources, including readings, podcasts, and organizations, that they’ve found helpful in their roles.

Aug 05, 202212 minSeason 8Ep. 20

Bonus Episode: Business Officers Share Their Thoughts on Creative Solutions

Welcome to this special bonus episode of CBO Speaks. We’ve asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs give suggestions for supporting creative solutions and finding a way to say “yes” to new ideas.

Jul 22, 20227 minSeason 8Ep. 19

Bonus Episode: Business Officers Share Their Thoughts on Collaboration

Welcome to this special bonus episode of CBO Speaks. We’ve asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs discuss collaboration, both within and outside the institution, and ways to build new collaborative relationships.

Jul 08, 202211 minSeason 8Ep. 18

Bonus Episode: Business Officers Share Their Thoughts on Student Success

Welcome to this special bonus episode of CBO Speaks. We’ve asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs reflect on how to advocate for student success and what impacts student success at their institutions.

Jun 24, 20228 minSeason 8Ep. 17

Bonus Episode: Business Officers Share Their Thoughts on Advocacy

Welcome to this special bonus episode of CBO Speaks. We’ve asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs give their views on advocacy and what they work to advocate for on their campuses.

Jun 10, 20229 minSeason 8Ep. 16

Bonus Episode: Business Officers Share Their Thoughts on DEI

Welcome to this special bonus episode of CBO Speaks. We’ve asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs discuss how to put action towards diversity, equity, and inclusion... or DEI.

May 27, 202212 minSeason 8Ep. 15
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