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2003 Presidents Institute

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2003 Presidents Institute

January 4-7, 2003
The Registry Resort
Naples, Florida

The Presidents Institute program (January 4-7) included a range of speakers, sessions, and other activities as well as a professional program for presidential spouses. A New Presidents Workshop preceded the Institute (January 3-4) and a Financial Management Workshop follows the Institute (January 7-8).

Click here for the Post-conference Resourses

Click here to view the full conference program for CIC's 2003 Presidents Institute. (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.)

Theme

Challenges of the Presidency: Balancing Multiple Priorities

During the past year, the Council of Independent Colleges (CIC) held a series of discussions with presidents as a part of CIC’s strategic planning process. Several of the key challenges identified provide the framework for this year’s Presidents Institute—financing high quality education, understanding changing student populations, and making the case for independent colleges and universities. These and other items on the president’s agenda require an ongoing balancing act—mediating multiple institutional as well as personal priorities.

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Plenary Speakers

Richard Morrill is chancellor of the University of Richmond. Over a 20 year period he served as president of three institutions, University of Richmond, Centre College, and Salem College. He has written widely on values and ethics in higher education and is the author of Teaching Values in College. Recently he led an Association of Governing Boards task force on the board’s role in academic affairs and authored Strategic Leadership in Academic Affairs: Clarifying the Board’s Responsibilities. He is presently writing a book on strategic thinking as a discipline of leadership, the focus of his keynote presentation.

   

Neil Howe, best-selling author and speaker, is an authority on characteristics of different generations in America. Along with co-author William Strauss, he has written four widely used books: Generations, 13th-Gen, The Fourth Turning, and Millennials Rising. Earlier, he had written extensively on national policy issues such as Social Security reform, entitlements, and budget policy. He has just completed two handbooks, Millennials Go to College and Recruiting Millennials Handbook, for the military. His presentation will focus on characteristics of the emerging millennial generation.

   

Hugh Price has been president and CEO of the National Urban League since 1994. Previously he was vice president of the Rockefeller Foundation, senior vice president of WNET/Thirteen in New York, and a member of the editorial board of The New York Times. While at the Urban League he has authored two books, Destination: The American Dream and Achievement Matters: Getting Your Child the Best Education Possible. He will address the evolving outlook of urban youth in his presentation. Click here to view a USA Today news article by education reporter Tamara Henry, “Play a big role in education,” that highlight’s Price’s new book. Please click here to read a September 23, 2002 op-ed column, “Culture of Achievement,” by Washington Post columnist William Raspberry about Price’s book

   

Rita Bornstein became president of Rollins College in 1990. She had earlier served as vice president for development at the University of Miami, and has written and spoken on issues such as educational equity, philanthropy, and the presidency. She is currently completing a book, based on interviews with college and university presidents, on ways that presidents gain, maintain, and lose legitimacy. This examination of presidential legitimacy will be the subject of her closing presentation.

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Sessions and Speakers

Click here to view updated information on session dates, times and speakers in the conference program for CIC's 2003 Presidents Institute. (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.)

  • Rethinking Higher Education Finances, Lee Fritschler, Vice President & Director, Center for Public Policy Education, The Brooking Institution

  • Outlook for Private Higher Education, Susan Fitzgerald, Senior Vice President, Moody’s Investors Service

  • Preparing for a Comprehensive Campaign, Russell Weigand, Consultant, Campbell & Company

  • From Idea to Implementation: Facilities Design, Financing, Construction, Ronald Watkins, President, Partners and Associates, Inc.

  • New Approaches to Pricing and Discounting: Assessing the Results, David Pollick, President, Lebanon Valley College; James Scannell, President, Scannell & Kurz, Inc.; and Anne Steele, President, Muskingum College

  • Back Office Collaborations, Gordon Haaland, President, Gettysburg College, and Rolf Wegenke, President, Wisconsin Association of Independent Colleges and Universities

  • Technology and the Future, Brian Hawkins, President, EDUCAUSE

  • Decisions about Technology: New Research Findings, Richard Katz, Vice President and Director, Center for Applied Research, EDUCAUSE

  • Making the Case: Building Affordability by Establishing Value, James Day, Principal, Hardwick~Day

  • Why We Do or Don’t Cover Campus Ideas: The Media’s Perspective, Jacques Steinberg, New York Times, and Katherine Grayson, Editorial Director,University Business magazine

  • Recruiting and Managing Your Most Valuable Asset—The Senior Administrative Team, Nancy Archer-Martin, Senior Vice President, Educational Management Network/Witt-Kiefer; Jon McRae, Principal, Jon McRae & Associates, Inc.; and Robert Perry, President, R.H. Perry & Associates

  • Presidential Transitions, James Martin, Professor of English, Mount Ida College; James Samels, President and CEO, The Education Alliance; and Tobie van der Worm, Senior Consultant, Academic Search Consultation Service

  • How to Engage Your Board, Thomas Scheye, Distinguished Service Professor of English, Loyola College in Maryland and independent consultant

Additional Sessions

President-to-President
At its core, the Presidents Institute is designed to provide multiple opportunities for presidents to share ideas with presidents of similar institutions. The formal program includes sessions led by presidents, not only to share effective institutional practices but also to discuss open-ended issues. In addition, the Institute builds into the schedule a variety of networking opportunities, including dinners and recreation.

Individual Consultations
Opportunities will again be provided for individuals to hold confidential conversations with various speakers and sponsors, including retirement planners from TIAA-CREF.

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Annual Meeting

CIC’s annual membership business meeting takes place at the Presidents Institute on Tuesday, January 7.

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Awards Reception and Banquet

Awardees
The Council of Independent Colleges will honor several leading educators and friends of private higher education at CIC’s annual Awards Banquet on Monday, January 6.

Allen P. Splete Award for Outstanding Service
USA Today

CIC Award for Philanthropy
Jessie Ball duPont Fund


Guests for Awards Banquet
If you would like to invite special guests—such as trustees, donors, alumni, or other friends—to join you at the Awards Reception and Banquet, please check the appropriate place on the registration form.
Cost: $75 per guest, with a maximum of four guests per president.
NOTE:
Banquet charges for presidents and spouses who register for the Presidents Institute are included in the Institute registration fee. Separate charges for the banquet are incurred only if registrants elect to bring guests to the banquet.

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New Presidents Workshop

Immediately prior to the Presidents Institute, CIC sponsors a day-and-a-half workshop for recently appointed college leaders, typically in their
first or second year. Workshop leaders are experienced presidents and other experts. The Workshop also affords opportunities for new presidents (and spouses) to meet and share ideas with others who are new to the presidency. Uniquely focused on the needs of leaders of smaller private colleges and universities, the New Presidents Workshop consistently earns high marks for value and quality from its participants.

Chair: Marylouise Fennell, RSM, Senior Counsel, CIC

Sessions

Welcome: Scott D. Miller, President, Wesley College, and Chair, New Presidents Advisory Committee

Welcoming Address: Roger H. Martin, President, Randolph-Macon College

Who We Are: Stanislaus Sobczyk, FSC, President, Christian Brothers University

The Presidency—Striving for Success: Richard B. Flynn, President, Springfield College (MA), and Patricia D. O’Donoghue, President, Mount Mary College

Working with the Board: Glenda D. Price, President, Marygrove College

New Presidents Dinner: Earl & Karen Robinson, President & Spouse, Lees-McRae College (hosts)

Continental Breakfast: Earl D. Brooks, President, Tri-State University (host)

Financial Fundamentals for the Small College or University: Opportunities or Obstacles: Robert W. Pearce, President, Mt. Mercy College

The President and Development: Myths and Realities: Richard B. Artman, President, Siena Heights University, and Dennis F. Vest, President and CEO, The Charitable Resource Group

You Got the Job, Now What?: William T. Luckey, President, Lindsey Wilson College

Agenda

Friday, January 3
11:00 a.m. – Noon, Registration
Noon – 1:30 p.m., Welcoming Luncheon
1:45 – 5:30 p.m., Sessions
6:30 – 8:00 p.m., New Presidents Dinner

Saturday, January 4
7:30 – 8:30 a.m., Continental Breakfast for New Presidents
8:30 a.m. – 1:00 p.m., Sessions (including box lunch)

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Workshop on Financial Management Workshop:
Connecting the Dots

One of the most fundamental responsibilities for presidents is to create an integrated vision of an institution’s finances. This first-time workshop will provide understandings and tools that enable presidents to assess the financial health of the institution, manage critical relationships with the finance/business staff and with the board, and determine financial strategies. The workshop is co-sponsored by the National Association of College and University Business Officers (NACUBO).

Topics

Assessing the Financial Health of the Institution: audit, balance sheet, and income and expense statements; critical numbers and ratios; tuition and discounting; cash flow; role of endowment; and management of debt

Building Critical Relationships: functions of the financial/business office, relationship of president and the chief financial/business officer, and communication with the board

Determining Financial Strategy: strategic planning and budgeting; income and expense projections; realistic cost analysis and controls; capital and program decisions; and communications about finances

Presenters (confirmed to date)

  • Kent Chabotar, President, Guilford College
  • Margaret Healy, President Emeritus, Rosemont College
  • James Morley, President, National Association of College and University Business Officers (NACUBO)
  • Robert Pearce, President, Mount Mercy College
  • Naomi Richman, Senior Vice President, Moody's Investors Service
  • Michael Townsley, President, Pennsylvania Institute of Technology and author of The Small College Guide to Financial Health
  • Emerson Wickwire, E.M.Wickwire Associates, L.L.C.

Agenda

Tuesday, January 7
Noon – 1:00 p.m., Registration
1:00 – 1:45 p.m., Welcoming Luncheon
2:00 – 5:00 p.m., Sessions
6:30 – 8:30 p.m., Dinner and Session

Wednesday, January 8
7:30 – 8:15 a.m., Continental Breakfast
8:30 a.m. – Noon, Sessions

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Presidential Spouses Program

Presidential spouses are a heterogeneous group of individuals with a wide range of concerns. Some have full- or part-time positions outside the home while others devote their full energies to the work of a presidential spouse. Developed by an advisory group of presidential spouses, the annual Spouses Program runs concurrently with the program for presidents and provides opportunities for spouses of presidents to share information and advice.

Conference Colleague Program: Spouses attending the Presidents Institute for the first time (both spouses of new presidents and first-time participants) may request a Conference Colleague. The program matches a first-time participant with a more experienced participant, who will introduce him or her to colleagues, answer questions about the conference, and share information on the role of the presidential spouse. Colleagues will meet each other on Saturday, January 4, at 4:00 p.m.

Program Elements

Breakfast Seminar for Spouses of New Presidents led by two members of the Presidents Institute Spouses Task Force: Susan Moore, presidential spouse at Buena Vista University, and Daniel Bowman, presidential spouse at Randolph-Macon Woman’s College.

Welcoming Luncheon – featuring Gwyn Hyman Rubio, author of Icy Sparks.

Discussion Groups will include raising children in a presidential house, working a room, planning an inauguration, new ideas for working with trustee spouses, and issues for male spouses

Male Presidential Spouses Reception

Sessions being planned include:

  • The Evolution of the Presidency and the Work of the
    Presidential Spouse
  • Financial Compensation of Presidential Spouses
  • The Role of the Presidential Spouse in a Capital Campaign
  • Introduction to Tai Chi
  • Working With Campus Constituents – Students, Faculty, and Staff
  • New Approaches to Entertaining
  • Having a Life While Serving as Presidential Spouse

The Spouses Task Force, which plans the program, consists of Nancy Shinn, Berea College (chair); Lorna Sawatsky, Messiah College; Susan Moore, Buena Vista University; Mila H. Meier, Elmira College; Ann Wagner Marden, Manchester College; Daniel C. Bowman, Randolph-Macon Woman’s College; Carol Detweiler, Hartwick College; and Maryjane Mitchell, Washington and Jefferson College.

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Optional Trips

Sightseeing and Shelling Cruise
Sunday, January 5, 1:30-5:30 p.m.

Enjoy the calm backwaters of Southwest Florida aboard the Nautilus I. The sparkling waters are full of playful porpoise, mysterious manatees, and an abundance of birds from eagles to egrets. The tour will include an educational narration of the plant and animal life found in the Naples waters as the boat cruises through the surrounding mangrove habitat and estuaries. The boat will stop at a barrier island for shelling at its finest. The guide will help identify the many varieties of shells. Per person: $86. Space is limited; should this trip sell out, you will be notified upon receipt of your registration.

Babcock Wilderness Adventure,
Sunday, January 5, 1:30-5:30 p.m.

Meet panthers, bison, and dozens of wild alligators face to face on this tour at Babcock Wilderness, located on the massive 90,000-acre Crescent B Ranch. Specially built swamp buggies will carry passengers through unspoiled woodlands and sections of the Telegraph Cypress Swamp on the ranch. A professional tour guide completes the experience with commentaries on the wildlife, ranch activities, and history of the area. Per person: $58.00. Space is limited; should this trip sell out, you will be notified upon receipt of your registration.

Corkscrew Swamp Sanctuary,
Monday, January 6, 1:30-4:30 p.m.

Visit an 11,000-acre wilderness owned and operated by the National Audubon Society. Corkscrew Swamp Sanctuary offers scenes from long-ago Florida. Colorful wading birds, hawks, gators, deer, and bear find sanctuary here. An award-winning boardwalk meanders through a pristine wilderness that dates back more than 500 years. Take a 2.25 mile guided walking tour through the pine flatwoods, open prairie, and finally into the largest forest of bald cypress in North America. Per person: $46.00

Additional Activities

Art Galleries – Naples’ thriving and diverse art community includes internationally prominent artists, as well as local rising stars. Showcasing a variety of styles and media, there is something for everyone in the many galleries of the historic Third Street South District or Fifth Avenue South.

Caribbean Gardens Zoological Park – Started in 1919 by a world-renowned German botanist, Dr. Henry Nehring, Caribbean Gardens maintains one of the oldest botanical gardens in the United States. Nestled in this natural tropical setting is a large collection of animals including lions, tigers, and leopards.

Collier County Historical Museum – This museum preserves and interprets the history, archaeology, and development of Florida’s “last frontier.” Learn about and explore more than 10,000 years of the history of Southwest Florida. The museum features a permanent exhibit hall of artifact displays and a five-acre historical park featuring a native Florida garden.

The Conservancy Naples Nature Center Museum – Visit the Conservancy Museum of Natural History, Wildlife Rehabilitation Center, and short nature trails featuring a broad variety of native Florida trees and plants on a 14-acre site. The museum provides hands-on daily guided tours of the nature trails.

Kayaking and Canoeing – Discover mangroves filled with marine life and exotic birds, and the calm waters of the Gulf of Mexico. One-and two-person kayaks and canoes are available for guided excursions through the Registry Resort’s winding back-bay waters. Contact the Registry’s special events department for reservations.

Shopping – Naples is famous for its wonderful shopping. Dockside Boardwalk has unusual gifts and artwork along its boardwalk overlooking Naples Bay. Third Street South and the Avenues, located in the heart of Old Naples, features a collection of more than 100 elegant shops offering fine clothing, jewelry, artwork, and collectibles. The Village on Venetian Bay, at the corner of Gulf Shore Boulevard and Park Shore Drive, is a waterfront village with an Italian twist and unusual boutiques and galleries. Waterside Shops at Pelican Bay, located at Seagate Drive and Tamiami Trail North (U.S. 41), is a high-end, outdoor mall with more than 40 specialty shops and restaurants.

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Schedule-at-a-Glance

Friday, January 3
Noon – 8:00 p.m., New Presidents Workshop

Saturday, January 4
7:30 a.m. – Noon., New Presidents Workshop
8:30 a.m. – 3:00 p.m., CIC Board of Directors Meeting

PRESIDENTS INSTITUTE BEGINS

5:00 – 6:15 p.m., Keynote Address and Welcome
6:30 – 9:00 p.m., Welcoming Buffet Dinner and Hospitality
8:45 – 9:30 p.m., Sponsors Reception

Sunday, January 5
7:15 – 8:15 a.m., Continental Breakfast
8:30 a.m. – 1:00 p.m., Sessions (including box lunch)
1:30 – 5:30 p.m., Optional Trips
2:00 – 4:00 p.m., Workshop on Engaging Trustees
5:45 – 6:30 p.m., Women Presidents Reception
5:45 – 6:30 p.m., Male Spouses Reception
6:30 p.m., Dine-Around Dinners

Monday, January 6
7:15 – 8:15 a.m., Continental Breakfast
8:30 a.m. – 1:00 p.m., Sessions
1:30 – 4:30 p.m., Optional Trip
6:00 – 7:00 p.m., Awards Reception
7:00 – 9:30 p.m., Awards Banquet

Tuesday, January 7
7:00 – 8:30 a.m., Continental Breakfast
8:30 – 9:15 a.m., Annual Meeting
9:30 a.m. – 12:30 p.m., Sessions

PRESIDENTS INSTITUTE ENDS

POST-INSTITUTE WORKSHOP BEGINS
Financial Management: Connecting the Dots

1:00 – 1:45 p.m., Welcoming Luncheon
2:00 – 5:00 p.m., Sessions
6:30 – 8:30 p.m., Dinner and Session

Wednesday, January 8
7:30 – 8:15 a.m., Continental Breakfast
8:30 a.m. – Noon, Sessions

FINANCIAL MANAGEMENT WORKSHOP ENDS

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Hotel and Travel Information

Registry Resort
475 Seagate Drive
Naples, FL 34103
Phone: (941) 597-3232
Fax: (941) 597-9151
The reservation cut-off date is December 10, 2002.
Reservations can be made by calling (800) 247-9810.
Room rates are $160 single/double.

The Registry offers a variety of activities for exercise and relaxation. Experience the optimum environment for golf at its acclaimed course, The Naples Grande Golf Club. For tee time reservations and other information, contact The Golf Shop at The Registry Resort at (941) 597-3232, ext. 5765. Rated among Tennis Magazine’s 50 Greatest U.S. Tennis Resorts, The Registry Resort’s Tennis Center includes 15 Har-Tru courts with five lighted for evening play. If you want a true workout, the fully equipped health club awaits you. For more relaxation, a fully-equipped spa is available. Finally, the resort offers several miles of sugar-white sand beach, accessible by a short walk or ride through a mangrove forest.

When making hotel reservations, please state that you are with the Council of Independent Colleges Presidents Institute to receive the discounted group rate. The reservation cut-off date is December 10, 2002. 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 Delta Airlines and US Airways. These agreements may provide an additional discount off the lowest advertised fare when you are flying into Southwest Florida International Airport, Fort Myers, FL. To make your reservations using the Delta discount, call Delta directly at (800) 241-6760 or Bob Kursar at World Travel Service at (877) 853-3648. Please refer to Meeting Identifier DMN190329A. To make your reservations using the US Airways discount, call US Airways directly at (877) 874-7687 or Bob Kursar at World Travel Service at (877) 853-3648. Please refer to Gold File No. 44142507. Note: World Travel Service charges ticketing fees of $45 for electronic tickets or $54 for paper tickets.

Airport Transportation
The Registry Resort is located approximately 40 minutes from the Southwest Florida International Airport in Fort Myers and 15 minutes from the Naples Airport. Shuttle service is provided by Registry Transportation at a cost of $57.60 per person all inclusive one-way from the Southwest Florida International Airport and $31.20 per person all inclusive one-way from the Naples Airport. Reservations are required and can be made by calling (800) 385-5370. Taxis (fare is approximately $50 from the Southwest Florida International Airport and $15 from the Naples Airport) are also available.

Automobile Rental
CIC has arranged a discounted rate with Hertz for attendees choosing to rent automobiles during the 2003 Presidents Institute. To take advantage of the discount, call Hertz at (800) 654-2240 and use the Presidents Institute meeting identification number, CV#022L0715. Discounted rates will be offered from December 28, 2002 to January 14, 2003.

Child Care and Activities
Camp Registry, a daily-supervised activity program offers games, activities, and events throughout the day, as well as a popular Kids’ Night Out for children ages 5-12. Contact the hotel concierge for registration information.

General Information
Dress Policy. Casual resort wear is appropriate throughout the Institute. Business attire is suggested only for the Awards Banquet on Monday, January 6.

Family and Guests. All daytime sessions during the Presidents Institute, including breakfast and lunch discussions, are restricted to registered attendees. Tickets may be purchased for special guests and family members to participate in the opening night buffet and the awards reception and banquet. Tickets may be ordered on the enclosed registration form.

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CIC Conference Cancellation Policy

Refunds will be made in full (less a $25 processing fee) for cancellations received by December 13, 2002. Refund requests received between December 13 and December 20 incur a charge equal to 25 percent of the total registration fee. No refunds will be issued after December 20, 2002. All refunds will be paid after the meeting. Please send cancellation requests, in writing, to the attention of Alcenia McIntosh-Peters, CIC Conference Coordinator, by fax at (202) 466-7238 or by e-mail at amp@cic.nche.edu.

 

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