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NACUBO In Brief

What economic trends today will set the stage for the future? How will legislative actions impact student financial aid? What accounting policy or reporting changes are on the horizon? Navigating the business of higher education institutions requires knowledge about a variety of issues—from finance to campus security. In this podcast series, hear colleagues, experts, and industry leaders explore issues, provide best practices, offer solutions to new questions that may not have been asked before, and think through how recent developments will shape their institutions in the months and years ahead.
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Episodes

What's Happening in the Nation's Capital?

Where do things stand for higher education as the Biden Administration attempts to govern with a now divided congress? What would a U.S. debt default – or a political deal – entail for institutions? Will the U.S. Supreme Court's judgments on student debt relief and the use of affirmative action practices in the admissions process have a significant impact on the sector? This week on NACUBO In Brief, members of the NACUBO federal affairs team – Bryan Dickson, Ashley Jackson, and Liz Clark – discu...

Jun 05, 202323 minSeason 7Ep. 7

Mergers and Affiliations in Higher Education

Nobody wants a college to close, but enrollment and demographic trends, accelerated by the COVID-19 pandemic, are requiring some colleges to consider what steps they may need to take to survive and thrive. For some, the only option may be a merger or affiliation with another institution. Join Michael B. Alexander, President, Lasell University; Kasia Lundy, EY-Parthenon Principal, US Higher Education, Ernst & Young LLP; and Haven Ladd, EY-Parthenon US Education Partner, Ernst & Young LLP,...

May 29, 202328 minSeason 7Ep. 6

Top Five Higher Education Business Issues: Meeting Students’ Evolving Needs

In the final episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, five members of the higher education community weigh in on the most pressing challenges facing students and what their organizations are doing to help create positive change. Responding to a two-part question from Neil Gavigan, NACUBO’s policy and advocacy manager, we hear from Chris Foster, The University of North Texas; Dr. Jhenai Chandler, The Institute for College Access an...

Apr 24, 202323 minSeason 7Ep. 5

Top Five Higher Education Business Issues: Supporting and Maintaining the Workforce

In the fourth episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, Liz Clark, NACUBO’s vice president, policy and research, speaks with Andy Brantley, president and CEO of CUPA-HR and Choi Halladay, deputy executive director of business operations at the Washington State Board for Community and Technical Colleges. Building on findings from the 2022 CUPA-HR Employee Retention Survey, they discuss “a recruitment and retention crisis” in higher ...

Mar 06, 202335 minSeason 7Ep. 4

Top Five Higher Education Business Issues: Providing Secure & Modern Technology Infrastructure

In the third episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, Bryan Dickson, NACUBO’s director, student financial services and educational programs, speaks with José Rodriguez, vice president and chief information officer at Pomona College. Together, they discuss José’s “holistic approach” to cybersecurity, opportunities and threats of new AI platforms, and the importance of the human element in information technology. Links & Notes N...

Feb 27, 202323 minSeason 7Ep. 3

Top Five Higher Education Business Issues: Navigating Resource Constraints

In the second episode of a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, NACUBO’s vice president for policy and research, Liz Clark, speaks with Jim Hundrieser, NACUBO’s vice president for consulting services, and Laurie Bernotsky, executive vice president and provost at West Chester University of Pennsylvania. During their conversation, Liz, Jim, and Laurie discuss changing perceptions of higher education as well as strategies to support students,...

Jan 23, 202327 minSeason 7Ep. 2

Top Five Higher Education Business Issues: Managing an Uncertain Economic Climate

In this episode, the first in a five-part series based on NACUBO’s Top Five Higher Education Business Issues of 2022 project, NACUBO’s vice president for policy and research, Liz Clark, speaks with Susan Fitzgerald, associate managing director, global higher education and nonprofits, at Moody’s Investors Service. In addition to discussing Moody’s 2023 outlook for higher education, Liz and Susan touch on the changing environment around debt and lingering challenges from the pandemic. Links & ...

Jan 09, 202320 minSeason 7Ep. 1

Vanderbilt University Goes Cashless

As digital payments become increasingly common, many kinds of businesses are pivoting to no longer accept cash. In this episode, Chris Cook, executive director of the office of student accounts at Vanderbilt University, speaks with NACUBO’s director, student financial services and educational programs Bryan Dickson about going cashless at Vanderbilt, recognizing that it may not work at all organizations. Together, they discuss Vanderbilt’s measured and intentional approach to the transition and ...

Feb 07, 202221 minSeason 6Ep. 11

Legislative LunchCast On The Go: December 2021

In this episode, originally offered on December 15 as part of NACUBO’s Legislative Lunchcast webcast series, NACUBO’s senior director, government affairs, Megan Schneider, and director, student financial services and educational programs, Bryan Dickson share the latest updates on legislative and regulatory topics affecting higher education. Links & Notes December 15 Legislative Lunchcast HEERF Resource Center COVID-19 Resource Page Connect With Megan on LinkedIn Connect With Bryan on LinkedI...

Dec 20, 202130 minSeason 6Ep. 10

Legislative Lunchcast On The Go: October 2021

In this episode, originally offered on October 27 as part of NACUBO’s Legislative Lunchcast webcast series, NACUBO’s senior director, government affairs, Megan Schneider, and director, student financial services and educational programs, Bryan Dickson share the latest updates on legislative and regulatory topics affecting higher education. Links & Notes October 27 Legislative Lunchcast HEERF Resource Center COVID-19 Resource Page Connect with Megan on LinkedIn Connect with Bryan on LinkedIn...

Nov 01, 202130 minSeason 6Ep. 9

Get to Know the NACUBO In Brief Team and the Issues They are Following

In this special episode, NACUBO’s vice president, policy and research, Liz Clark, chats with senior director, government affairs, Megan Schneider, and director, student financial services and educational programs, Bryan Dickson about the latest from Washington and beyond. Get to know the team better in a conversation that ranges from legislation and policies impacting higher education to the latest and greatest Netflix recommendations. Links & Notes— · Connect with Liz on LinkedIn · Connect ...

Oct 11, 202132 minSeason 6Ep. 8

IHEP’s Data-Informed Efforts to Help Students Complete and Succeed

The Institute for Higher Education Policy (IHEP) is a nonprofit, nonpartisan research and advocacy organization committed to promoting access and success in higher education. In this episode, NACUBO’s vice president, policy and research, Liz Clark speaks with the Interim President of IHEP, Mamie Voight, about her organization’s efforts to use data and evidence to create equitable and innovative degree pathways to help students and institutions. Among IHEP’s advocacy priorities is the College Com...

Oct 04, 202130 minSeason 6Ep. 7

Winner of the 2021 Excellence in Sustainability Award: How Compost Cats Flourished at the University of Arizona

The University of Arizona received NACUBO’s 2021 Excellence in Sustainability Award for its Compost Cats program. In this episode, NACUBO’s senior director of government affairs, Megan Schneider, is joined by Dr. Ilse Rojas, Compost Cats program manager, and Trevor Ledbetter, director of the Office of Sustainability at University of Arizona. Together, they discuss the award-winning program, which has grown from an on-campus composting initiative, to a hub of sustainability education and action f...

Sep 27, 202127 minSeason 6Ep. 6

How to Better Prepare Your Employees & Students for a Post-Pandemic World

Heather E. McGowan, future-of-work strategist and author of The Adaptation Advantage, joins NACUBO’s senior director of government affairs Megan Schneider to discuss how to lead in a post-pandemic world. Their conversation ranges from entering the era of human capital and what that means for students preparing for the workforce, to ways you can marry your passions with market needs, and finally how colleges and universities can better support their own workforce. Links & Notes Heather McGowa...

Aug 02, 202126 minSeason 5Ep. 17

Leveraging HEERF Allocations for Student Success: the Texas A&M International University Story

Colleges and universities across the country have benefitted greatly from the COVID-19 relief aid appropriated to higher education by Congress via the Higher Education Emergency Relief Fund (HEERF). While much discussion of HEERF has centered on the primary portion of aid known as the (a)(1) allocations that most schools have received, there has been less discussion of how institutions that also received (a)(2) allocations, those earmarked for particular institution types, have utilized these le...

Jul 12, 202119 minSeason 5Ep. 16

Using Synario to Create the Financial Models You Need for Strategic Scenario Planning

As the COVID-19 pandemic brought sweeping changes to the higher education landscape, institutions have been forced to plan and forecast in a more sophisticated way. In this episode, NACUBO’s vice president for policy and research, Liz Clark talks with Derek Freitag, strategic account executive with Synario, to uncover how schools are making long-term adaptations and how Synario can help institutions strategically plan for a variety of scenarios. Links & Notes Synario...

May 31, 202118 minSeason 5Ep. 14

Supporting Students From Low-Income Backgrounds

NACUBO’s Bryan Dickson, director of student financial services and educational programs, and Lindsay Wayt, director of analytics, discuss the latest edition in NACUBO’s State of Higher Education series. Titled “Bold Action Required: How to More Effectively Support Students from Low-Income Backgrounds,” the effort calls on higher education professionals to take action to support students from low-income backgrounds, including using data to understand challenges, making a commitment to underrepres...

Apr 26, 202131 minSeason 5Ep. 13

NACUBO’s State of Higher Education Project

How has the pandemic changed the value of a higher education degree and intensified our need to talk about affordability? Why are students of color and lower-income students less likely to attend certain institutions? NACUBO’s director of analytics, Lindsay Wayt, joins Liz Clark to talk about the association’s State of Higher Education Project and how it’s a call to action to help CBOs see, react to, and use data to address important topics. Additional Resources: https://www.nacubo.org/Advocacy/...

Feb 08, 202128 minSeason 5Ep. 11

Strategic Finance and Courageous Leadership

How are colleges and universities responding to the pandemic? Is 2020 truly proving to be an era of transformation? Paul Friga, University of North Carolina's Kenan-Flagler strategy professor and the co-founder and chief strategy officer of ABC Insights, joins Liz Clark to explore how institutions are taking action and why creativity and collaboration are necessary to tackle the many challenges the higher education sector is facing.

Dec 07, 202032 minSeason 5Ep. 10

NAICU’s Emmanual Guillory Reports on COVID Impact on Fall Enrollment

Emmanual Guillory, director of student and institutional aid policy for the National Association of Independent Colleges and Universities (NAICU), joins NACUBO Senior Director of Government Affairs Megan Schneider to discuss the impact of the COVID-19 pandemic on fall higher education enrollment. Have we seen an enrollment decrease? “That’s a very good question… we are, unfortunately seeing a decline in enrollment,” says Guillory. But the overall landscape — which institutions and students are b...

Nov 16, 202025 minSeason 5Ep. 9

NASFAA President Justin Draeger Shares the Ins and Outs of Income Share Agreements

Justin Draeger, president and CEO of the National Association of Student Financial Aid Administrators joins NACUBO director of student financial services and educational programs Bryan Dickson to discuss the impact of Income Share Agreements on the higher education landscape. While this space isn’t yet regulated, Justin explains that schools have some flexibility to experiment with these alternatives to traditional financial aid and notes that institutions that are leading the way with these new...

Oct 12, 202025 minSeason 5Ep. 8

The CARES Act Impact on Community Colleges

Brad Kendrex, executive vice president for administration and operations at Chandler-Gilbert Community College and interim vice president for administrative services at Mesa Community College joins NACUBO senior director, government affairs Megan Schneider to discuss the impact of COVID-19 legislative support on community colleges. The Higher Education Emergency Relief Fund (HEERF) of the CARES Act has offered unique challenges and implications for community colleges thanks to prioritization of ...

Aug 03, 202020 minSeason 5Ep. 7

NACUBO's Kat Masterson Shares Lessons Learned from the 2019 NACUBO Tuition Discounting Study

Private, nonprofit institutions forgo a significant portion of potential revenue to help families offset the cost of college. The 2019 study, conducted before the coronavirus pandemic, indicates that this trend is becoming even more profound. Today on the show, NACUBO Assistant Director for Research and Policy Analysis Kat Masterson joins NACUBO Vice President for Policy and Research Liz Clark to share the latest findings and new insights from the study, focusing on institutions’ use of tuition ...

Jun 29, 202026 minSeason 5Ep. 6

Endowments: How are colleges responding to current needs without shortchanging the future?

Maeesha Merchant, senior vice president and CFO at California Institute of the Arts and Tom Heck, chief investment officer and CFO at the Ball State University Foundation, join NACUBO Vice President Liz Clark to discuss the role of college and university endowments in the current crisis. “Endowments are not rainy-day funds,” says Merchant, “institutions have contractual obligations to our donors” that limit how funds can be used. Listen in to hear how these experts are seeking creative solutions...

Jun 08, 202033 minSeason 5Ep. 5

The Coronavirus Economy and Charitable Giving

Brian Flahaven, senior director for advocacy for the Council for Advancement and Support of Education (CASE), joins NACUBO’s Liz Clark to discuss the impact the COVID-19 pandemic is having on charitable giving at colleges and universities. “There’s a lot of uncertainty,” he says. “Uncertainty is the enemy of charitable giving.” Listen in to hear how development and advancement officers are responding to address needs across the higher education landscape.

Jun 01, 202027 minSeason 5Ep. 4

COVID-19: Navigating the Uncertainty COVID-19 Brings to Colleges and Universities

Susan Whealler Johnston, President and CEO of NACUBO, joins NACUBO vice presidents Jim Hundreiser and Liz Clark to discuss the challenges college and universities are contending with related to the COVID-19 pandemic. How do colleges and universities plan ahead when there are still so many uncertainties?

Apr 27, 202035 minSeason 5Ep. 3

Changing Societal Demographics and Pressure on Tuition Revenue

Pat Lane serves as Vice President for Policy, Analysis, and Research at the Western Interstate Commission for Higher Education (WICHE). This month, Pat joins Megan Schneider, senior director of government affairs at NACUBO, to educate us about his organization and share the latest results and trends from WICHE’s Knocking at the College Door project. That research is critical in assessing the supply for post-secondary education with projections of high school graduates 18 years into the future fo...

Apr 06, 202026 minSeason 5Ep. 2

What are the challenges of merging two colleges?

A renowned institution, Berklee College of Music, recently underwent a successful merger with the Boston Conservatory, itself a historic music training academy. Now, the Boston Conservatory at Berklee serves as a training ground for music, dance, and theatre. On this episode, Berklee’s Chief Financial Officer, Mac Hisey, and Anne Ogilby, partner at law firm Ropes and Gray, join NACUBO's Liz Clark to discuss the journey from independent institutions managing shared services to the new, merged sch...

Mar 09, 202023 minSeason 4Ep. 12

New Insights from the NACUBO-TIAA Study of Endowments

For over 40 years, NACUBO has conducted a study on institutional endowments designed to answer key questions in how these financial tools are used. Over the years, this has become the largest study of its kind, offering a comprehensive set of data for policy makers, parents, students, and the broader community in how their institutions are using endowed funds. This week, NACUBO’s Senior Director of Research and Policy Analysis, Ken Redd, joins Vice President for Policy and Research, Liz Clark, t...

Jan 30, 202028 minSeason 4Ep. 12

Why is Financial Literacy Education so Important for Students and Institutions?

The financial environment for families entering higher education is more complex than ever. As costs increase across the higher education landscape, it’s increasingly important for institutions to take responsibility to both make a sound case for the long-term economic value of higher education and to help families understand how to pay for their educational experience and reduce risk. On this episode, Wittenberg University Director of Student Financial Services, Doug Schantz, joins NACUBO's Bry...

Jan 13, 202022 minSeason 4Ep. 11
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