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The National Institute for Independent College and
University Chief Academic Officers and Chief Financial Officers
Co-sponsored by the National Association
of College and University Business Officers
October 30-November 2, 2004
The
Hyatt Regency San Francisco
San Francisco, California
Click here for resources from
the 2004 CAO/CFO Institute.
Click
here for the 2004 Academic Award press release.
Click
here for CAO coverage in the Fall 2004 Independent.
Click here to view the 2004
CAO/CFO Institute Program. (This is
a PDF file. In order to view properly, the minimum software requirement
is version 4.0. Adobe Acrobat is available for free from the Adobe
Web site.)
See below for conference information and registration materials
that were available prior to the Institute.
View a newsletter article on the CAO/CFO Institute in the Summer
2004 and Winter/Spring
2004 issues of the Independent.
Collaborative Leadership: Meeting Competitive Challenges
Current higher education challenges are sufficiently pressing
and pervasive that comprehensive, rather than piece-meal, institutional
responses are usually necessary. Consequently, on a growing number of
campuses, the chief academic officer (CAO) and chief financial officer
(CFO), working in concert, must be the architects of these broad-gauged,
strategic initiatives. Increasingly, the most difficult issues that CAOs
face require closer working relations with CFOs. Recognizing the importance
of effective, collaborative working relations between CFOs and CAOs, CIC
has, for the first time and for this year only, designed the annual Institute
for Chief Academic Officers to create a distinctive professional development
opportunity for both chief academic officers and chief financial officers.
Many of the Institute’s sessions will focus on particular aspects
of the work of CAOs and CFOs that necessarily bring them together and
occasionally into conflict.
Plenary presentations will address immediate challenges facing independent
colleges and universities, whose solutions especially call for close collaboration
between CAOs and CFOs:
- The Challenge of Leadership of Institutions to Achieve Both
Educational and Financial Strengths: Michael L. Lomax,
President and Chief Executive Officer of the United Negro College Fund
(UNCF) since June 2004, and previously President of Dillard University
- The Challenge of Educating Low-Income Students: Martha
D. Lamkin, President and Chief Executive Officer of the
Lumina Foundation for Education
- The Challenge of Investing Wisely in Technology: Brian
L. Hawkins, President of EDUCAUSE
- The Challenge of the Market Place in Academe: David Kirp,
Professor of Public Policy the Goldman School of Public Policy at the
University of California, Berkeley, and author of Shakespeare, Einstein
and the Bottom Line: The Marketing of Higher Education
Institute sessions will address key areas requiring collaborative work
by CFOs and CAOs such as the following:
- Academic Program Review: Establishing Priorities
- Enrollment Management and Tuition Discounting
- Adult-Friendly Institutions: Financing, Technology, and Assessment
- Legal Ramifications of Personnel Issues
- Planning Facilities: Libraries and Performing Arts
- Program Costing: Models and Data Sets
Working Together for Solutions
In addition to conference sessions of the usual length, the Institute
program will include a number of two- and three-hour workshops. These
sessions will address institutional initiatives and strategies that frequently
require the joint efforts of both the CAO and CFO. Many of these sessions
will offer hands-on explorations and tools that can be used when participants
return to their campuses. Leaders of all sessions intend to address the
personnel, budgetary, data, planning, and partnership implications of
their topic.
Collaborative Leadership
Some sessions will help CAOs understand the work and perspectives of their
colleague CFOs and vice versa. Other sessions will focus on effective
ways for the two administrators to work together. In many conference sessions,
both CFOs and CAOs will present their ideas on the topic.
CIC is grateful to the chief financial officers who joined the CAO Task
Force to plan this meeting: Sidney H. Evans, Jr., Vice President for Business
and Finance, Dillard University; Donald W. Mortenson, Vice President for
Business and Planning, Seattle Pacific University; and Rick Staisloff,
Vice President for Finance and Administration, College of Notre Dame of
Maryland.
CIC also benefited from the advice of the National Association of College
and University Business Officers (NACUBO) staff members James Morley,
President; Susan Jurow, Senior Vice President; and Michele Madia, Policy
Analyst, Professional Development and Communications.
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Evaluating and Planning Your IT Future
Do you struggle to understand your current investment in information technology
on campus? Do you wonder how to evaluate what your future investment should
be? Benchmarking your campus’ IT expenditures against other colleges
can provide insight into the course you should travel. Learn techniques
that you can use to assess your information technology environment and
work on a planning exercise on developing technology strategy within the
framework of a specific college’s goals as they intersect with available
resources.
Karen Leach, Vice President for Administration
and Finance, Hamilton College, co-leader of the COSTS Project, and co-author
of the CIC white paper Information Technology Benchmarks: A Practical
Guide for College and University Presidents
Working with and Benefiting from For-Profit Institutions
For-profit higher education institutions are among the competitors private
colleges and universities confront in today’s academic marketplace.
What benefits can independent institutions glean from these institutions?
Augsburg College has forged an alliance with Capella University, a for-profit
company that offers online undergraduate and graduate degrees in business
and education, and the College competes with the University of Phoenix.
With strong programs for working adults, Marylhurst University is mindful
of the strategies and strengths of for-profit institutions offering programs
in the region. Learn from the CFOs and CAOs of these institutions and
share your own insights about remaining competitive.
Dick Adamson, Vice President for Finance and
Administration,
Augsburg College
Chris Kimball, Vice President for Academic and
Student Affairs and Dean of the College, Augsburg College
Michael Lammers, Vice President for Finance
and Facilities,
Marylhurst University
David C. Plotkin, Vice President for Academic
Affairs,
Marylhurst University
Evaluation Tools for Administrators
Participants will learn how to guide and improve the performance of administrators
in a variety of roles at colleges and universities through the use of
feedback tools. The session will discuss the processes for administering
evaluation instruments and important considerations in the development
of such tools. IDEA Feedback for Administrators, a web-based tool, will
be demonstrated.
William Pallett, Director, The IDEA Center
Richard B. Lloyd, Vice President for Academic
Affairs and Dean of the Faculty, Hastings College
Building the Capacity and the Quality of Nursing Programs
With an increasing need for nurses, how can CIC institutions graduate
more students from their nursing programs? What process can be used to
identify ways of increasing the capacity of these programs? What strategies
are private colleges and universities using to address the challenges
of offering a high-quality nursing education?
Mary E. Boyce, Provost and Academic Vice President,
Mount St. Mary’s College (CA)
Vernon Miles, Dean of the College, Lynchburg
College
Workshop: Designing Academic Space Focused on Learning
Explore the process for designing or redesigning “learning spaces”—libraries,
classrooms, computer centers, science laboratories—on your campus
from project start-up through project completion. Discuss issues such
as who is involved in the planning process, how projects are priced, when
is programming accomplished, when does the CAO get involved, is the CFO
the usual contact for building or renovation projects, and how to make
quality versus quantity judgments when budgets are considered. Participants
will experiment with layouts for academic space, discuss the results of
a national survey on planning library space, and consider how data gathered
from students at one CIC institution might bear on planning for library
space.
Scott Bennett, Senior Advisor, Council of Independent
Colleges, University Librarian Emeritus, Yale University, and author of
Libraries Designed
for Learning
Thomas Celli, President, Celli-Flynn Brennan
Turkall, Architects and Planners
Chief Academic Officers Open Mike
Chief academic officers have an opportunity to ask advice from colleagues
on specific issues and to seek information regarding trends and practices
on private college and university campuses.
Margaret Malmberg, University of Charleston
Chief Financial Officers Open Mike
Chief financial officers have an opportunity to ask advice from colleagues
on specific issues and to seek information regarding trends and practices
on private college and university campuses.
Rick Staisloff, Vice President for Finance and
Administration, College of Notre Dame of Maryland
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Brian L. Hawkins, President
of EDUCAUSE, will discuss the “Challenge of Investing Wisely
in Technology.” EDUCAUSE is a professional association of
more than 1,900 colleges and universities, dedicated to transforming
higher education through information technologies. Prior to joining
EDUCAUSE, Hawkins was Senior Vice President for Academic Planning
and Administrative Affairs at Brown University, and management professor
at Drexel University. In addition to serving as a consultant to
more than 350 organizations, Hawkins has written extensively, including
The Mirage of Continuity: Reconfiguring Academic Information
Resources for the 21st Century (1998), as well as many articles,
book chapters, and monographs on information resources, academic
planning, and the use of technology in higher education. |
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David Kirp, Professor
of Public Policy in the Goldman School of Public Policy at the University
of California, Berkeley, will address the “Challenge of the
Market Place in Academe.” Dr. Kirp is the author of Shakespeare,
Einstein and the Bottom Line: The Marketing of Higher Education,
which explores what happens “when the life of the mind meets
the bottom line.” Pursuing research on topics such as affordable
housing, gender justice, gay rights, and charter schools, Dr. Kirp
has published 14 books, including his recent, Almost Home: America’s
Love-Hate Relationship with Community, and more than 100 articles.
He was the founding director of the Center for Law and Education,
which pursues equal educational opportunity issues in courts and
legislatures. |
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Martha D. Lamkin, President
and Chief Executive Officer of the Lumina Foundation for Education,
will speak on the “Challenge of Educating Low-Income Students.”
The Lumina Foundation for Education is an independent foundation
with the mission of expanding access to education beyond high school.
Before joining the Lumina Foundation, Lamkin served as Executive
Vice President of Corporate Advancement at the USA Group in Indianapolis
and as President of the Cummins Engine Company Foundation. In addition
to her involvement in a wide range of civic, governmental, and social
service organizations, Lamkin has been a member of the board of
visitors of DePauw University and the president’s cabinet
of Indiana University. |
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Michael L. Lomax, President
and Chief Executive Officer of the United Negro College Fund (UNCF),
will deliver the keynote address on the “Challenge of Leadership
of Institutions to Achieve Both Educational and Financial Strength.”
Dr. Lomax formerly served as President of Dillard University, where
he led an aggressive multi-million dollar renovation program and
increased enrollment by nearly 40 percent. In 2002, U.S. News
and World Report rated Dillard number 20 in the top tier of
comprehensive colleges in the South. Before moving into administration,
Dr. Lomax taught literature at Morehouse and Spelman Colleges, Emory
University, the Georgia Institute of Technology, and the University
of Georgia. Additionally, Dr. Lomax served for 12 years as Chairman
of the Board of Commissioners of Fulton County in Atlanta, Georgia.
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Chief Academic Officer Award
Ann Taylor Green, Provost, Vice President
for Academic Affairs, and Professor of Mathematics at Bethune-Cookman
College, has been selected to receive the 2004 Chief Academic Officer
Award for contributions to her colleagues at private colleges and
universities. During her 14 years of service as CAO of Bethune-Cookman
College, she has created a faculty development center, established
student exchange programs, created new majors, and improved the
quality of students as well as faculty members. She has been an
active participant in the CIC Institute for Chief Academic Officers,
serving a term on the CAO Task Force, leading sessions at the New
CAO Workshop, and facilitating the annual meetings of CAOs of Historically
Black Colleges and Universities. Through the Salzburg Seminar, she
has worked on higher education reform in Central and Eastern Europe,
as well as Russia. |
Workshops
The CAO and the Budget
Monday, November 1, 2:00 – 5:30 p.m
Designed for experienced as well as new CAOs, this workshop will help
participants gain greater understanding of the budget process as well
as financial statements and reports. Topics will include: the essential
elements and timeline for the budget process, difficulties CAOs encounter
in preparing the budget, providing effective oversight of the budget process,
and working with department chairs on budget issues. Workshop participants
will learn more about the annual balance sheet and the operating budget
of the institution. This workshop will be led by a CFO and CAO from CIC
institutions. Since space is limited, please pre-register for this event
using the Institute registration form.
Carole T. Coleman, Vice President for Finance
and Administration, Saint John’s University (MN)
Charles Perkins, Provost and Executive Vice
President, Alvernia College
The Quantitative Side of Program Review:
Credible Analysis that Leads to Action
Monday, November 1, 2:00 – 5:30 p.m. (limited to 20 institutions)
Changes in program mix at an institution must be based upon thorough program
review; and an essential part of that review involves the quantitative
analysis of program demand and costs. This workshop will lead CAOs and
CFOs through the steps necessary to produce the kind of quantitative analysis
that lends credibility to campus-wide program review and the decisions
that stem from it. The session will lead participants through the process
step by step, from data collection to final analysis, warning of the pitfalls
one might encounter along the way and explaining in understandable language
the terms and techniques involved. Participants are encouraged to bring
laptops for hands-on analysis of data from small and mid-sized private
institutions. Also welcome are those CAOs without quantitative backgrounds
who want to understand better how numbers can help point to the correct
program mix for an institution. Since space is limited, please pre-register
for this event using the Institute registration
form; teams will be given preference.
Michael Williams, President, The Austen Group
Prioritizing Academic Programs:
Where Academics and Finances Meet
Tuesday, November 2, 12:30 – 5:30 p.m.
CFOs and CAOs are invited to examine why their campuses must reallocate
academic program resources to stay viable. In this workshop, they will
learn ways of calculating total costs for each program, the hidden costs
of academic programs, and data sources that already are available to help
them in this process. They will explore ways of understanding institutional
and program goals, and will examine effective processes for CFOs and CAOs
to work together on academic program review. They will learn how to decide
which programs to reduce, eliminate, or strengthen. Prior to the workshop,
participants are encouraged to read Prioritizing Academic Programs and
Services: Reallocating Resources to Achieve Strategic Balance, by Robert
Dickeson. CFOs and CAOs who have
participated in academic program review will also serve as resource persons.
This post-conference workshop will begin with a box lunch. Please sign
up using the Institute registration form.
The cost for food and materials is $95.00.
Robert C. Dickeson, Senior Vice President for
Policy and Organizational Learning, Lumina Foundation for Education, and
President Emeritus, University of Northern Colorado
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Assessing the Health of Information Literacy Systems
How do you know if your library and academic computing are effectively
meeting the needs of students and faculty members? Do these systems advance
student learning? Are both on-campus and off-campus constituents able
to access the information they need? Explore answers to these questions
with a national expert on information systems, a chief academic officer,
and chief financial officer.
Michael J. Bell, Vice President for Academic
Affairs and Dean of Faculty, Elmhurst College
Denise Jones, Vice President for Financial Affairs,
Elmhurst College
Susan Perry, Director of Programs, Council on
Library and Information Resources; Senior Advisor, Andrew W. Mellon Foundation;
and former Library Director, Mount Holyoke College
Benchmarking Academic Program Costs to
Improve Departmental Performance
Learn how institutions use the Delaware Study of Instructional Costs and
Productivity to analyze and improve academic programs. Explore how academic
affairs and institutional research work together to develop and use this
data.
Katie Conboy, Vice President for Academic Affairs,
Stonehill College
Laura Uerling, Institutional Research and Systems
Analyst, Stonehill College
Career Paths of CAOs at Independent Colleges
“How does my career compare with that of other chief academic officers?”
This session reports on a survey of the career paths of CAOs at more than
250 independent colleges and universities. Learn about the backgrounds
of CAOs, patterns of career mobility, expected time to retirement, and
how to make the position of CAO more satisfying.
Garry Breland, Vice President for Academic Affairs,
Hannibal-LaGrange College
Follow-Up Session with Brian Hawkins
Discuss issues raised in Dr. Hawkins’ plenary session or raise questions
about your information technologies concerns. He will also demonstrate
the EDUCAUSE Core Data Service, which is a national, accessible data set
on the current state of information technologies in higher education.
Many CIC institutions participate in the survey that generates these data,
which can be used for benchmarking of IT staffing, finances, organizational
structure, software systems, student and faculty usage, and network security.
Brian L. Hawkins, President, EDUCAUSE
Fostering Effective Institutional Change
In a quickly changing environment, chief academic officers and chief financial
officers need to understand the ways in which to align the various parts
of the institution to carry out the mission of the institution. Learn
how the National Association of College and University Business Officers
project on Building Organizational Capacity will assist campus leaders
in exploring the challenges of matching mission to organizational effectiveness
for their campuses.
James E. Morley, Jr., President and Chief Executive
Officer, National Association of College and University Business Officers
How to Cope with Difficult People
The CAO and CFO probably spend a larger percentage of their time dealing
with difficult people than anything else they do. With 25 years of experience
as both CAO and organizational communication consultant, Sue DeWine has
developed a number of strategies to prevent difficult personalities from
derailing a group. While everyone around them is changing, such people
maintain difficult patterns of behavior. This session will give participants
an opportunity to practice techniques to cope with these difficult personalities.
Sue DeWine, Provost, Marietta College
Implications of Tuition Discounting:
Predicting Educational and Financial Impacts
Decisions about educational programs, characteristics of a student body,
and institutionally funded financial aid are inevitably intertwined. How
can CAOs and CFOs use data on already enrolled students to forecast the
likely mutual impacts of such decisions? Enrollment management consultants
present a model of data collection and analysis that can frame these choices.
Catherine Cook, CEO, Miller/Cook Associates,
Inc.
William Miller, President, Miller/Cook Associates,
Inc.
Introduction to Legal Issues for CAOs and CFOs
The legal framework for decision making at independent colleges and universities
is the focus of this session. Emphasis will be placed on legal planning
and preventing legal problems.
Steve Hirschfeld, Partner, Curiale Dellaverson
Hirschfeld Kraemer & Sloan, LLP
Issues for Experienced CAOs
As chief academic officers move beyond eight years in their role, what
issues are they likely to be addressing that they may not have tackled
earlier in their careers? How do they dismantle programs that they created
and sometimes, then, transform them? How does their perspective on their
work shift over the years? What sources of renewal have they found? Share
your experiences and learn from the insights of a chief academic officer
who has served one institution for 17 years and another CAO who has served
three institutions for a total of 15 years. Both CAOs have received the
CIC Chief Academic Officer Award.
Carl Caldwell, Vice President for Academic Affairs,
Anderson University
Marie Joan Harris, CSJ, Provost and Vice President
for Academic Affairs, Avila University
Legal Issues Involving Hiring and Firing in Higher Education
This session will examine how legal problems arise and offer strategies
for preventing litigation in the hiring and firing of faculty members
and staff. For the hiring process, the session will explore key concepts
such as equal treatment and applicable federal and state laws. In considering
disciplinary procedures and termination, the session will examine breach
of oral and written contracts, implied contracts, and maintaining at-will
employment for key employees through the use and development of policies
and contracts.
Steve Hirschfeld, Partner, Curiale Dellaverson
Hirschfeld Kraemer & Sloan, LLP
Making Decisions with Comparative Data
Today’s decision makers are in need of easily accessible and reliable
data and information. With each passing year, more resources become available,
making the process of choosing the most helpful resources more difficult.
Participants will learn about national sources of comparative data related
to student, faculty, and financial issues. Several campus vice presidents
who are currently using CIC’s new benchmarking resource, the Key
Indicators Tool, will also share their experiences.
Michelle Gilliard, Vice President for Planning
and Evaluation, CIC
Making Retiree Medical Benefits
a Core Faculty Retirement Strategy
What strategies are campuses using to encourage on-time retirements in
the post-Age Discrimination in Employment Act (ADEA) environment? Why
are retiree medical benefits perceived as a critical factor in their decision
making? How might a new paradigm for retiree health insurance save money
long-term and the Emeriti Program achieve the orderly renewal of our intellectual
communities? Learn about the results of the Emeriti Program—a national
research project on faculty retirement behavior and an innovative response
to the demographic challenges of a graying professoriate.
Kenneth Cool, President, Emeriti Consortium
and former Director of Academic Planning, Vassar College
Linda Cool, Founding Director of the Emeriti
Program and former Provost, Union College (NY)
The Adult Learning-Focused Institution
Chief financial officers and chief academic officers will examine policies
and practices for improving their institutions’ effectiveness in
meeting the needs of adult learners, using the Council for Adult and Experiential
Learning’s “Principles of Effectiveness for Serving Adult
Learners.” Participants will learn about benchmarking tools that
help institutions improve practices, will conduct exercises that assess
institutional performance, and will discuss how CAEL tools are being used
at private colleges and universities around the country.
Thomas Flint, Vice President for Lifelong Learning,
Policy and Research, Council for Adult and Experiential Learning
The Faculty Makeover: What Does It
Mean for Independent Institutions?
The composition of the faculty is undergoing a rapid transformation, including
perhaps the swiftest-ever redistribution of types of academic appointments,
moving to great reliance on non-tenure faculty members. The implications
for private colleges are many—spanning institutional culture, faculty
relationships, and finances—presenting opportunities and posing
serious risks.
Jack H. Schuster, Professor of Education and
Public Policy, Claremont Graduate University; Co-Director of the Project
on the Future of American Faculty; and co-author of the forthcoming American
Faculty: The Restructuring of Academic Work and Careers
Women in the Presidency – Approaches and Adaptations
How do women move into college and university presidencies and adapt their
lives to the pressures of the job? How does gender affect their career
trajectories? This session highlights research on 15 current women presidents
and considers ways that the job is challenging for men and for women.
Both philosophical and “nuts and bolts” insights open windows
to the distinctive responsibilities of the presidency.
Jo Young Switzer, Vice President and Dean for
Academic Affairs, Manchester College
Two parallel sessions will be offered during the conference—one
on the work of CAOs led by a CIC Chief Academic Officer Award recipient,
and the other on the work of CFOs led by a National Association of College
and University Business Officers Distinguished Business Officer Award
recipient.
Understanding the Work of the CAO
Effective working relationships emerge from knowledge of the responsibilities,
pressures, and priorities in the work of colleagues. Chief financial officers
may become better colleagues by learning about the schedules, relationships
to constituents, and perspectives of chief academic officers.
Patricia Matthews, IHM, Vice President for Academic
Affairs, Marywood University, and 2001 winner of the CIC Chief Academic
Officer Award
Understanding the Work of the CFO
In this parallel session, chief academic officers may become better colleagues
by learning about the schedules, relationships to constituents, and perspectives
of chief financial officers.
John A. Palmucci, Vice President for Administration
and Finance, Loyola College in Maryland, and recipient of the 2003 National
Association of College and University Business Officers Distinguished
Business Officer Award
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The CAO/CFO Institute provides opportunities for formal and informal
meetings of other groups in conjunction with the conference. Meetings
scheduled to date include:
Missouri CAOs and CFOs Luncheon
Monday, November 1, 12:45 p.m. Coordinator: Marie Harris,
CSJ, Provost and Vice President for Academic Affairs, Avila University
Historically Black Colleges and Universities
Breakfast for CAOs and CFOs
Monday, November 1, 7:15 a.m. Coordinator: Vicki
Vernon Lott, Provost and Vice President for Academic Affairs,
Lane College
Association of Colleges of Sisters of Saint Joseph CAOs and CFOs
Monday, November 1, after conference activities; the meeting will begin
with discussion and continue over dinner. Coordinator: Sean
Peters, CSJ, Executive Director, Association of Colleges
of Sisters of Saint Joseph
Catholic College and University CAOs and CFOs
Saturday, October 30, 1:00 – 4:00 p.m, meeting. Coordinator: Marna
Boyle, Vice President for Academic Affairs, Cardinal Stritch
University
Christian College Consortium CAOs
Thursday, October 28, 7:00 p.m., dinner; Friday, October 29, 8:30 a.m.
– 4:00 p.m., meeting. Coordinator: Thomas H. Englund,
President, Christian College Consortium
Conference for Mercy Higher Education CAOs and CFOs
Monday, November 1, 6:00 p.m., dinner and discussion.
Coordinator: Martin Larrey, Vice President for
Academic Affairs, College of Saint Mary
Council for Christian Colleges & Universities CAOs and CFOs
Monday, November 1, 6:30 p.m, dinner and discussion.
Coordinator: Ronald Mahurin, Vice President
for Professional Development and Research, Council for Christian Colleges
& Universities
United Methodist CAOs and CFOs
Monday, November 1, 6:45 p.m., dinner and discussion.
Coordinator: Wanda Bigham, Assistant General
Secretary, National Association of Schools and Colleges of the United
Methodist Church
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Who Should Attend?
This year’s Institute is designed so that chief financial officers
and chief academic officers can focus on major institutional issues in
more effective partnerships. CAOs or CFOs who attend singly will certainly
gain significant benefit from the program; but a number of sessions are
being designed to afford maximum benefit when both officers participate.
Many CAOs and CFOs also have staff colleagues who would benefit from the
conference. CAOs and CFOs may invite associate provosts, deans, and other
administrators to participate in the program. CIC offers discounted registration
fees for the second and subsequent administrators from the same institution.
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CIC’s CAO/CFO Institute anchors a growing and ever more important
network for chief academic officers and chief financial officers. Participants
will have opportunities to exchange ideas in an informal atmosphere. The
2004 Institute will include these regular conference features:
Breakfast Discussions—Gain practical advice from
colleagues by participating in discussion groups over breakfast both Monday
and Tuesday mornings. Topics will be current issues or perennial problems
for chief academic officers and chief financial officers. Discussion leaders
will be colleagues experienced with the topic. Suggestions for topics
or leaders should be directed to Mary Ann Rehnke, CIC Vice President for
Annual Programs, at mrehnke@cic.nche.edu
or (202) 466-7230 ext. 207.
Idea Exchange—Conference participants are encouraged
to share their best programs, policies, and ideas with colleagues. An
area near the conference registration desk will be available for a display
of these materials. To make this a success, you are encouraged to bring
75 copies of each item, and each item should include your name, address,
and telephone number for easy follow-up after the conference. We shall
also ask speakers to place materials from their sessions in this area,
for those who cannot attend that presentation.
Luncheon for Women CAOs and CFOs—Women chief academic
officers and women chief financial officers are invited to join discussion
groups on current issues, led by colleagues selected for their expertise
on the topic. Susan Tarnowski, Vice President for Academic Affairs at
the College of St. Scholastica, will coordinate the luncheon discussions.
If you have suggestions for luncheon topics or wish to assist with the
program, call Susan Tarnowski at (218) 723-6012 or e-mail her at starnows@css.edu.
Please pre-register for this event using the Institute
registration form. The cost is $45.
Historically Black Colleges and Universities Breakfast for CAOs
and CFOs—All HBCU CAOs and CFOs are invited to discuss
current issues on their campuses and meet with their new colleagues at
a breakfast on Monday, November 1. Vicki Vernon Lott, Provost and Vice
President for Academic Affairs, Lane College, will lead the discussion.
If you would like to prepare or suggest issues for this meeting, contact
her at vlott@lanecollege.edu.
Networking Dinners—To get to know colleagues from
other campuses and to exchange ideas, conference participants may register
on-site for informal, dine-around dinners on Sunday, October 31, at restaurants
in San Francisco.
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Help your new colleagues get off to a good start by volunteering
to be a mentor during the conference. Click
here for the CIC Mentor Program sign-up form.
Experienced CAOs—those with three or
more years of service—serve as mentors to help welcome new CAOs
by introducing them to colleagues and answering questions about the conference.
They typically schedule an hour session during the Institute to discuss
the significant issues facing a new CAO. Both parties may wish to continue
their conversation following the Institute. Mentors and new chief academic
officers meet at 3:30 p.m. on Saturday, October 30. Experienced chief
academic officers may volunteer to serve as mentors by completing the
CAO Mentor Program registration form.
New CAOs are asked to complete the CIC Mentor
registration form. The Mentor Program is led by Sue DeWine, Provost,
Marietta College, 215 Fifth Street, Marietta, OH 45750, phone: (740) 376-4741,
dewines@marietta.edu and
Michael Looney, Vice President for Academic Affairs, Schreiner University,
2100 Memorial Boulevard, Kerrville, TX 48028-5697, phone: (830) 792-7391,
mlooney@schreiner.edu.
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Is a College Presidency in Your Future?
This session provides career guidance for CAOs and CFOs considering the
move to a college presidency. What issues should you consider? What are
the pros and cons in making this move for you? What are search consultants
looking for in prospective presidents? What errors do candidates often
make in the search process? Spouses are welcome.
Marylouise Fennell, RSM, Senior Counsel, CIC
Planning for Your Retirement:
Personal Consultations with TIAA-CREF Counselors
October 31 – November 2
Representatives from TIAA-CREF will be available to confer with TIAA-CREF
members for half-hour sessions on their personal plans for retirement.
Academic Administration
October 31 – November 2
Participants will discuss topics such as academic, administrative, and
organizational structure; faculty evaluation and professional development;
new faculty recruitment; and general topics of academic administration
with W.H. (Hutch) Bearce, CIC Senior Advisor and independent consultant.
Dr. Bearce, a former CAO Task Force member, has served as chief academic
officer at Missouri Valley College, High Point College, and Central College.
Mass
Sunday, October 31, 7:45 a.m.
Catholic chief academic officers, chief financial officers, and their
spouses are invited to participate in a Mass designed specifically for
them and led by one of their colleagues.
Augustine G. Kelly, O.S.B., Vice President for Academic
Affairs and Dean of the College, Saint Anselm College
Ecumenical Service
Sunday, October 31, 7:45 a.m.
Join your colleagues for an ecumenical church service for CAOs, CFOs,
and their spouses. A deacon who is also a chief academic officer will
conduct the service.
Richard C. Miller, Senior Vice President for Academic
Affairs, Benedict College
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New CAOs will have an opportunity to participate in a workshop led
by experienced colleagues that is designed to meet the needs of those
in their first year of office. The workshop is offered Saturday, October
30, from 8:00 a.m. to 4:00 p.m.
Coordinators for the New Chief Academic Officers Workshop
are:
Kurt Geisinger, Vice President for Academic
Affairs, University of
St. Thomas (TX)
Ferol Menzel, Vice President for Academic Affairs
and Dean of the Faculty, Wartburg College
The workshop for New Chief Academic Officers is offered free of charge
as a service of CIC. Participants are asked to pay $55 for lunch and for
refreshments throughout the meeting. Sign up for this workshop on the
CAO/CFO Institute registration form and
complete the CIC Mentor Program registration
form.
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The Spouses Task Force plans a series of programs to meet the varied
needs of the men and women who fill the role of CAO’s spouse on
private college campuses. Registered spouses are welcome at all Institute
sessions, including the opening reception, banquet, and continental
breakfasts. Click here
for the CIC Spouses Conference Colleague sign-up form.
Sessions Scheduled for this Year Include:
Spouses Conference Colleague Program—If you are
a spouse attending the Institute for the first time, you may appreciate
an introduction to an experienced participant. Colleagues will contact
each other before the conference and will meet at the Institute on Saturday,
October 30, at 4:00 p.m., just prior to the keynote address. You may request
a Conference Colleague by completing the Spouses
Conference Colleague form. Past participants are encouraged to volunteer
to serve as a Conference Colleague. The Spouses Conference Colleague Program
is coordinated by Dawn Willis, Champlain College, 14 Aspen Drive, Essex
Junction, VT 05452, willisdawn@aol.com.
Effective Communication and Conflict Resolution Skills
Effective communication skills are key for the spouse of a chief academic
officer, who often is part of the CAO’s support system. This session
will offer a practical and informative learning experience about communication
and conflict resolution skills for CAO spouses. Through demonstration,
video clips, personal examples, and interactive discussions, participants
will discover the patterns to avoid as well as the communication skills
that are associated with more positive and constructive interactions with
a spouse and on behalf of a spouse.
Emily Scott-Lowe, Presenter and Trainer, Center
for the Family, Pepperdine University
Dennis Lowe, Director of the Center for the
Family, and Professor of Psychology in the Graduate School of Education
and Psychology, Pepperdine University
Prince Albert Club—Male CAO spouses meet for lunch
and informal discussion, Sunday, October 31, 12:30 – 1:45 p.m.
Ken Lenoir, CAO Spouse, McMurry University
Networking Session—As meeting colleagues and learning
from them is such a key component of the Spouses Program, the Sunday sessions
will conclude with time for spouses to reconnect with friends from past
years and introduce themselves to new colleagues.
Assistance with Campus Programs—To help spouses
who work to improve the culture of the campus by hosting events for faculty
members and students, conference participants are asked to bring 50 copies
of a menu and sample recipes that they have enjoyed using for a campus
event. These will be shared during the Monday breakfast session.
Tips for CAO Spouses—During this session led by
an experienced chief academic officer spouse, participants will discuss
topics such as the politics of serving as a CAO spouse, changing careers
when moving to a new location, health issues of CAO spouses, and setting
boundaries.
Grant Writing for Nonprofit Organizations—Spouses
active in community groups and those who serve on boards will learn tips
for securing grants to assist these organizations. They will explore how
to find grant opportunities, and share their own ideas about successful
applications.
Steven R. Malmberg, professional grants writer
and CAO Spouse, University of Charleston
Chinatown Walking Tour—San Francisco has the largest
Chinese community outside of Asia and the walking excursion begins with
the exploration of Chinatown, land-marked by the famous red archway and
Foo Dog icons. Reminiscent of old-world Shanghai, the crowded and bustling
16 blocks truly represent another world, where bright red banners are
displayed from storefronts and traditional clothing hangs in shop windows.
Unique customs are reflected throughout the area—watch residents
performing daily exercise of Tai Chi or playing dice and “go”
games at Portsmouth Square. Shoppers discover jewelry in traditional jade,
hand-embroidered apparel and linens, housewares, fine teas, and Chinese
herbal remedies.
Discussion Groups—CAO spouses enjoy sharing their
expertise with colleagues through discussion groups. A spouse who is knowledgeable
about the topic leads the group, and all participants are asked to share
their advice on and challenges with the issue. Potential topics include
scrapbooking, entertaining campus constituents, and recommended reading.
New CAO Spouses—Saturday, October 30, 10:00 a.m.
A special one and one-half hour session for spouses of new CAOs will be
led by members of the Spouses Task Force—Elsie Sheriff, CAO Spouse,
Bethel College (KS) and Pam Hoadley, CAO Spouse, Morningside College.
Spouses of experienced CAOs who are attending the conference for the first
time are also invited to this session. If participants wish, the group
will adjourn to an area restaurant for lunch following the seminar.
Spouses programming for the 2004 CAO/CFO Institute was planned
with the assistance of the CAO Spouses Task Force: Barbara Barnes, Bethel
College (MN); Pam Hoadley, Morningside College; Dorothy Julian, Lindsey
Wilson College; Bonnie Lakso, Juniata College; Ken Lenoir, McMurry University;
Elsie Sheriff, Bethel College (KS); and Dawn Willis, Champlain College.
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The
Hyatt Regency San Francisco
5 Embarcadero Center
San Francisco, CA 94111
Phone: (415) 788-1234
Fax: (415) 398-2567
Reservations can be made
by calling (800) 233-1234.
Room Rate: $160 single, $185 double
Hotel parking is $38.00 per day.
When making your hotel reservations, please state that you are with the
Council of Independent Colleges 2004 CAO/CFO Institute to receive the
discounted group rate. The reservation cut-off date is October
5, 2004. Any reservations made after that time will be accommodated
at the group rate on a space-available basis.
Airline Reservations
CIC has arranged airline discounts through United Airlines and Delta Airlines.
These agreements may provide an additional discount off the lowest advertised
fare when you are flying into San Francisco. United offers a 10 percent
discount off full-fare, unrestricted coach fares, in effect when tickets
are purchased seven days in advance. An additional 5 percent discount
is applicable when tickets are issued 30 days prior to travel. Delta offers
a 10 percent discount when purchased 60 days in advance. For shorter-notice
purchases, the carriers offer a 5 percent discount on most fares; discounts
range from 10 to 15 percent for refundable fares. The discounts apply
for travel between October 27 and November 5, 2004, and are subject to
availability and other conditions.
You may obtain the discounts by calling United Airlines Meetings Plus
Desk at (800) 521-4041 and referring to ID Code 523AG
or Delta’s Meeting Network at (800) 241-6760 and referring to File
Number 205721A. If you prefer personal service, you may contact
World Travel Service, at (800) 633-8822. The agency charges a $49 processing
fee per ticket.
Airport Transportation
Shuttle service is provided by Lorries Shuttle. The cost of the shuttle
is $15 one-way and the shuttle picks up from each departure level of the
airport. You may call for the shuttle by using the phone at the information
booth located near the baggage claim at the airport. The travel time between
the airport and the hotel is approximately 35 minutes and reservations
are not required. For additional information, call (415) 334-9000.
Airport Express provides Oakland Airport Shuttle Service. The cost of
this shuttle is $35 one-way and $61 round-trip. The travel time between
the airport and the hotel is approximately 45 minutes and reservations
are required. For additional information, call (415) 775-5121. Cab fares
from San Francisco airports range between $55 and $60 one-way. Metro Cab
(415) 920-0715, Veteran’s Cab (415) 552-1300, Yellow Cab (415) 626-2345.
Automobile Rental
CIC has arranged a discounted rate with the Avis car rental agency which
will be offered from October 2 through November 9, 2004. To take advantage
of the discount, call Avis at 1-800-331-1600 or reserve online at www.avis.com.
To obtain the Avis Worldwide discount, you will need the 2004 CAO/CFO
Institute meeting identification number: J867443.
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Refunds will be made in full (less a $30 processing fee) for cancellations
received before October 8, 2004. Refund requests received between October
11 and October 22 incur a charge equal to 25 percent of the total registration
fee. No refunds will be issued after October 22, 2004. All refunds will
be paid after the meeting. Please send cancellation requests, in writing,
to the attention of Hermoine Wellman, CIC Conference Manager, by fax at
(202) 466-7238 or by e-mail at hwellman@cic.nche.edu.
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Fisherman’s Wharf and Alcatraz
November 1, 2:00 – 6:00 p.m.
Enroute to the Wharf, you’ll have a guided bus tour through Chinatown
and North Beach, and upon arriving at the Wharf, you’ll board a
ferry to Alcatraz Island. While there, you’ll enjoy an award-winning
audio tour highlighting the history of Alcatraz, beginning with Spanish
discovery (Alcatraz is Spanish for “pelicans”), early military
fortifications, the infamous usage as a maximum-security prison, and finally
to its current status as a national park. You can view the cells of such
notable inmates as Al Capone and the “Birdman of Alcatraz,”
as well as hear the story of the still-unsolved and possibly successful
escape attempt from the island. After returning from the island, there
will be free time for shopping and sightseeing at the Pier. Per Person:
$46.00
Muir Woods and Sausalito
November 1, 2:00 – 6:00 p.m.
After a short 45-minute ride from San Francisco, your group will be awed
by one of the most magnificent Redwood forests in the world. Muir Woods
National Monument was named for the early American naturalist, John Muir,
and is home to some of the oldest and largest trees in the world. Ferns,
wildflowers, and redwood burls make the cathedral-like valley a fascinating
environment for a self-guided walk. After time in the redwood groves,
the tour will continue on to the seaside town of Sausalito, known for
art galleries and unique boutiques, and stunning views of San Francisco.
Per Person: $46.00
Post-Conference Trip—Sonoma Wine Country Tour
November 2, 1:30 – 9:00 p.m.
Beginning with a beautiful drive across the Golden Gate Bridge through
Marin County’s countryside, guests note the difference between fast-paced
city life and the serenity of Marin’s rolling hills. As guests arrive
at each winery in the beautiful Sonoma Valley, a private tour guide will
describe the in-depth process of tasting and selecting wine and the detailed
steps involved in wine making, including the importance of the mineral
soil content and the various microclimates in the area. This customized
wine country excursion offers the opportunity to see a spectacular region
of Northern California and a behind-the-scenes visit to two renowned wineries.
After the tours, guests will enjoy dinner in the beautiful town of Sonoma
before returning to the hotel. Per person: $144.00
Other Things To See and Do:
Cosmopolitan flair, spectacular scenery, and cultural diversity make
San Francisco one of the top travel destinations in the world. Perennial
favorites include Fisherman’s Wharf, Chinatown, the cable cars,
the Golden Gate Bridge, Golden Gate Park, and the Mission District. The
city is acclaimed as home of the “World’s Best Restaurants,”
and visitors quickly discover the charm of the neighborhoods.
The Fine Arts Museums of San Francisco. Comprised of
the de Young Museum in Golden Gate Park and the Legion of Honor in Lincoln
Park (which displays a collection of 4,000 years of ancient and European
art), they are the largest public arts institutions in San Francisco and
among the largest art museums in the United States. For additional information,
contact the museum hotline at (415) 863-3330.
North Beach’s Historic Churches. North Beach is
home to two of San Francisco’s most famous and beautiful churches—Sts.
Peter and Paul Church and St. Francis of Assisi Shrine. Founded by the
first European settlers who were primarily Catholic, they are a rich part
of San Francisco’s history. Both are well worth a visit.
Lombard Street. Known as the “crookedest street
in the world,” this block between Hyde and Leavenworth Streets was
built in the mid-1920s to accommodate the steepness of the slope.
Chinatown. Chinatown is densely packed and colorful,
and the 30,000-member Chinese population—most of whom speak Cantonese—live
in a tightly knit, distinctly un-Western community. It’s a great
place for casual wandering through narrow alleys, where on quiet afternoons
you can hear the clack of mahjong tiles from behind screen doors.
Fisherman’s Wharf. The gateway for several top
attractions (Alcatraz, the Maritime Museum, and the Historic Ships Pier),
Fisherman’s Wharf is a fun destination in itself with the focal
point of Pier 39, which is as popular with a resident sea lion colony
as it is with tourists.
Golden Gate Park. San Francisco’s great playground
is a cunningly designed rectangle that appears far larger than it is.
Woods line the edges, and nature lovers can wander in the fern dell, the
arboretum, the Japanese Tea Garden, and the tulip gardens.
Downtown. San Francisco’s densely populated downtown
is squeezed into the hilly northeastern corner of the peninsula. The often-dramatic
cityscape came about because the streets were laid out as if their planners
had never so much as glanced at the city’s topography.
Wine Country. Headquarters of a vast vacationland, San
Francisco is within easy driving distance of the High Sierra resorts of
Lake Tahoe and Yosemite and the scenic Monterey-Carmel peninsula. The
two valleys, Napa and Sonoma, are 60 and 90 minutes north of San Francisco.
Both offer the rustic beauty of vineyards, wildflowers, and green and
golden hills.
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