Conference Program February 24–27, 2020 The Florida Hotel & Conference Center

ABACC IS YOUR NETWORK Please Thank Our Generous Sponsors

Christian Healthcare Husch Blackwell LLP Pioneer Caterers, Inc. Ministries huschblackwell.com pcconline.com chministries.org

CapinCrouse LLP BKD, LLP Blackbaud, Inc. capincrouse.com bkd.com blackbaud.com

Moss Adams LLP Evangelical Council for Paycor mossadams.com Financial Accountability paycor.com ecfa.org Remodel Health Williams & Fudge, Inc. remodelhealth.com wfcorp.com

Conference Wifi: Table of Contents Enter code MossAdams Thank Our Board ...... 4 Thank Our Moderators ...... 4 Conference Schedule...... 6 – 21 Exhibitors...... 7 Worship at ABACC...... 8 Mobile Conference Schedule: Visit schedule.myABACC.org Hotel Maps ...... 9 The Biblical Solution to Healthcare Costs...... 22 ABACC improves the Session Descriptions...... 24 – 32 standard of business Meet Our Speakers...... 33 – 43 management in schools of Upcoming Events ...... 44 Christian Higher Education by providing professional Future Conferences ...... 44 development, networking, CPE Credits...... 45 – 47 and mutual support to their Annual Meeting of business leadership. the Membership ...... 48 – 50 elcome to warm, family friendly Since its inception, ABACC has added numerous and Orlando, my dear colleagues, and robust resources which have added to the benefits to the 61st Annual Conference of membership in ABACC—yet this great conference of the Association of Business remains the enduring, and ever-improving keystone of Administrators of Christian . what we do .

We’reW here today standing on the shoulders of five great So where do we go from here? How can ABACC better visionaries . Sixty-two years ago Dr . S .A . Witmer, then serve you, its membership? Talk to us, share your ideas Executive Director of the Accrediting Association of Bible and vision for the future of Christian Higher Education . Institutes and Colleges (later to become the Association How can we, your ABACC board and staff, better for Biblical Higher Education or “ABHE”), Lee Johnson shape this historic organization to meet your needs as of Moody Bible Institute, Jack Faulkner of Wheaton we merge into the third decade of the 21st Century? College, Fred Spurgat of Concordia University, and Please, tell us . Charles Henderson of Olivet Nazarene University, saw In the meantime, the luxurious Florida Hotel and the importance of formally and collectively collaborating Conference Center, conveniently attached to one of the with fellow business officers across Christian Higher many famous, world-class Simon Malls spread across the Education, creating what we know today as ABACC . country, has been patiently awaiting your arrival . For 35 years the work of ABACC, which was primarily So come on in, relax, and make yourself at home . the planning and operation of an annual conference, was It’s going to be a great conference! handled by volunteer board members . Expanding college and university membership and the support of strong, Robert Hartman, ABACC President dedicated sponsors made it possible to hire a part-time Executive Director in 1994 . Ten years later, continued growth and support made it possible to make the Executive Director full-time . myABACC .org 3 Please Thank the ABACC Board of Directors Board Members Jason Abell President Assistant Treasurer Bethlehem College & Seminary Robert Hartman Ashley Green jason .abell@bcsmn .edu Columbia International University The King’s University (612) 455-3404 rob .hartman@ciu .edu ashley .green@tku .edu (800) 777-2227 (817) 722-1656 Suzanne Davis Vice President Secretary suzanne .davis@greenville .edu Jason Todd Nancy Schoonmaker (618) 664-7004 Baptist Bible College Indiana Wesleyan University jtodd@gobbc .edu nancy .schoonmaker@indwes .edu Craig Mahler (417) 268-6005 (765) 677-2605 Welch College cmahler@welch .edu Treasurer (615) 675-5255 Dee Mooney Toccoa Falls College Rick Taphorn dmooney@tfc .edu (706) 886-7299 rtaphorn@uu .edu (731) 661-5206

Please Thank Our Moderators

Jason Abell Ashley Green Pat Martens Richard Rollino Bethlehem College The King’s University Steinbach Bible College Franciscan University & Seminary of Steubenville Barry Griffith Christi Matteson Mark Biddinger Transnational The Robert E . Webber Bob Rood Southeastern Association of Christian Institute for Daemen College University Colleges & Schools Worship Studies Chris Sohn Paul Blair Archinya Ingram David McMillin Cedarville University Grace College Clinton College Jeff Spear and Seminary Julian Ivey Dee Mooney CFO Colleague Wes Brothers Beulah Heights Toccoa Falls College Scott Stewart Columbia International University April Pendleton University Doug Jones Wyoming Catholic Rick Taphorn Michael Buckman College Union University Grove City College Debbie Kellar Rita Pinkerton Jason Todd Fred Gore Denver Seminary Indiana Wesleyan Baptist Bible College Southwestern University Craig Mahler Assemblies of God Welch College University

4 (877) 303-8666 GROWING LEADERS FOR A GROWING MOVEMENT

A 21st century biblical higher education movement for global gospel impact . . . growing in scale, scope and significance

Biblical • Transformational • Experiential • Missional www.abhe.org SUNDAY 2/23/20 PAGE ROOM 8 am – 5 pm Board of Directors Meeting Boardroom 3

MONDAY 2/24/20 PAGE ROOM 8 am – 8:45 am Breakfast (Business Office 360 participants only) Forum East 4 9 am – 6 pm Business Office 360 — Part (requires1 additional registration) Forum West 1 & 2 Sponsor: Husch Blackwell LLP 12:30 pm – 1:30 pm Lunch (Business Office 360 participants only) Forum East 4 6 pm – 7:30 pm Dinner / Networking (Business Office 360 participants only) Forum East 4

TUESDAY 2/25/20 PAGE ROOM 8 am – 9 am Breakfast (Business Office 360 participants only) Forum East 4 9 am – 6 pm Business Office 360 — Part (requires2 additional registration) Forum West 1 & 2 Sponsor: Husch Blackwell LLP 12 pm – 1 pm Lunch (Business Office 360 and CapinCrouse Higher Education Forum East 4 Super-Session participants only) 12 pm – 5 pm Exhibitor Set-Up Exhibit Hall 1 pm – 5 pm CapinCrouse Higher Education Super-Session 24 Forum East 3 Presenters: Dan Campbell and Ted Batson, CapinCrouse LLP; Brian Taylor, Cornerstone Management; and Jan Haas, CFO Colleague Sponsor: CapinCrouse LLP 5:30 pm – 6:30 pm Exhibit Hall Sneak-Peek Exhibit Hall 6:30 pm – 8 pm Opening Reception & Registration Legacy North Sponsor: Christian Healthcare Ministries

SESSION NOTES:

6 (877) 303-8666 Exhibitors EXHIBIT HALL 1 2i Technology  

2 Collegiate Marketing          

3 Collegiate Marketing          

4 Pioneer College Caterers          

5 Textbook Brokers          

6 Christian Healthcare Ministries  7 Brotherhood Mutual Insurance Company   FORUM WEST 8 Campus Ivy ONE  9 FTG, Inc. T T   10 Siemens Building Technologies FORUM FORUM WEST ESCALATORS EAST TO TWO   TWO 11 Perdia Education LOBBY   12 Paycor FORUM FORUM WEST EAST THREE   THREE 13 Tree of Life Bookstores, LLC PHONES PHONES 14 Tree of Life Bookstores, LLC  15 CapinCrouse LLP TTTT

TT Cornerstone Management FORUM ELEVATORS BOARDROOMS EAST ELEVATORS FOUR TT2 Moja & Company

TT3 Husch Blackwell LLP 205 DWD Technology Group 402 BBA Corp. 100 KPM Accounting & Management Solutions 206 Bob McCloskey Insurance 403 BocaVox

101 Hallmark Management Services 207 The Dysart Group 404 Highland Consulting Associates

103 Bank of the West 300 C2AE 405 MMI Dining

105 WFF Facilities 301 Free Will Baptist Foundation 406 Guidestone Financial Resources

106 TKC Management Services 302 eCampus Virtual Bookstore 500 Creative Dining Services

107 CliftonLarsonAllen LLP 303 Blackbaud, Inc. 501 TEL Library

108 CFO Colleague 304 NFP 502 AIG

200 EMPOWER Student 305 College Raptor 504 CBIZ, Inc. Information System 306 Keller & Owens 506 Permanens 201 Remodel Health 307 National Management 507 Sovereign Insurance Group 202 Records Consultants Resources 509 Wright Specialty Insurance 203 Populi 400 RSM US LLP

204 TimelyMD 401 Gilson Graphics myABACC .org 7 WEDNESDAY 2/26/20 PAGE ROOM 8 am – 8:45 am Breakfast / Exhibit Hall Open Exhibit Hall 9 am – 9:45 am Praise, Worship & Morning Devotions Legacy North Music: Luke Heinsch and the Celebration Community Church praise band Devotions: Rob Hartman, Columbia International University 10 am – 11:15 am Workshops (choose one) Managing Conflict in the Cabinet 24 Forum West 1 & 2 Moderator: Mark Biddinger, Southeastern University Presenter: Jairy Hunter, Charleston Southern University Legal Update 2020: Mission-Focused Compliance 24 Legacy South 2 in Turbulent Times Moderator: Bob Rood, Daemen College Presenter: Ellen Babbitt, Husch Blackwell LLP Sponsor: BKD, LLP Our Iceberg Is Melting: Changing & Succeeding 25 Legacy South 1 Moderator: Scott Stewart, Cornerstone University Presenter: Nick Wallace, BKD, LLP Team Development Series: Transforming a Dysfunctional 25 Legacy South 3 Department Under Any Conditions Moderator: April Pendleton, Wyoming Catholic College Presenter: Duane Kilty, Indiana Wesleyan University 11:30 am – 1 pm Lunch / Exhibit Hall Open Legacy North Sponsor: Husch Blackwell LLP

Wednesday schedule continues on next page »

Worship at ABACC Thanks to Luke Heinsch and the Celebration Community Church praise band for leading our praise and worship . Luke’s passion is to help people prepare and live for the day when they meet face-to-face with Jesus . Celebrate the goodness of our Lord at Wednesday’s worship service . We’ll see you at 9 am!

SESSION NOTES:

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LOBBY LEVEL [ FIRST FLOOR ]

MEZZANINE LEVEL [ SECOND FLOOR ]

Exhibit Hall

Escalators to Lobby

myABACC .org 9 WEDNESDAY 2/26/20 EXHIBIT HALL 1 pm – 2 pm Exhibitor Spotlights (choose two 30-minute sessions) 2i Technology 2i Technology/EDC presents BizWay Financial Performance Software, with a new Budget Builder Module, an enhanced what-if modeling feature and integration with SameWay collaboration and communication tool and your SIS for KPI’s all in one package . Collegiate Marketing, Inc. Learn how to add a highly desired fridge/microwave combo unit at your school, by getting creative with financing . Enhance recruitment and retention with this amenity . Textbrook Brokers Textbook Brokers is committed to excellence and top-notch customer service . College is an expense which can become a burden to both students and parents . Keeping textbook costs low can help more students better able to afford their education . We do our best to contribute to the communities and universities in our more than sixty plus locations . We are also active in national and state legislation advocating for the cost of textbooks to the students . We look forward to serving you! Christian Healthcare Ministries Update: Alternative Self-funded Healthcare Plans—they work! We will provide real life examples and show you how it’s accomplished . You will find the information compelling . Tree of Life Bookstores, LLC Be the hero: Eliminate course material cost and boost retention with our Textbook Butler One Fee model! Every student, every required course material, on the first day of class . CapinCrouse LLP Data Warehouse Financial Health Trends 1 pm – 1:30 pm Explore financial health trends in Christian higher education and how your institution can participate in the Data Warehouse powered by CapinCrouse . Data Warehouse Giving Trends 1:30 pm – 2:00 pm Tax law changes have impacted giving to Christian higher education . Explore trends and how your institution can participate in the Data Warehouse powered by CapinCrouse . Moja & Company Revenue Enhancement Opportunities are an on-site project we do with a prayerfully chosen group from your leadership team . Can you say alternative revenues? It’s fun! Husch Blackwell LLP Husch Blackwell has the preeminent legal team devoted to the field of higher education law . We partner with college leaders to identify solutions that are consistent with your strategic goals and honor your institutional missions . Visit with Ellen Babbitt and learn about ABACC’s new Legal Resource just for ABACC members!

Wednesday schedule continues on next page »

SESSION NOTES:

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Complete the survey at myABACC.org by Friday, March 6, for a chance to win a free ABACC 2021 Conference registration! myABACC .org 11 WEDNESDAY 2/26/20 PAGE ROOM 2:15 pm – 3:30 pm Workshops (choose one) Accounting & Tax Update/2020 Higher Ed Outlook 25 Legacy South 2 Moderator: David McMillin, Ozark Christian College Presenters: Adam Smith and Gary Bishop, BKD, LLP Sponsor: Evangelical Council for Financial Accountability (ECFA) Improving the Bottom Line Through Streamlining, 26 Legacy South 1 Information & Enterprise Moderator: Ashley Green, The King’s University Presenter: Dave Moja, Moja & Company Tuition Resets: Are We Giving Away the Farm? 26 Legacy South 3 Moderator: Jeff Spear, CFO Colleague Presenters: Paul Blair, Grace College and Seminary; and Rick Taphorn, Union University Team Development Series: Using Conflict for the Health 26 Forum West 1 & 2 of an Institution Moderator: Chris Sohn, Cedarville University Presenter: Duane Kilty, Indiana Wesleyan University 3:45 pm – 5 pm Workshops (choose one) What I’ve Learned About Ratio Analysis Over the Last 35 Years 27 Legacy South 2 Moderator: Jason Abell, Bethlehem College & Seminary Presenter: Nick Wallace, BKD, LLP Sophisticated Excel Usage for the CFO 27 Legacy South 1 Moderator: Christi Matteson, The Robert E . Webber Institute for Worship Studies Presenter: Pat Martens, Steinbach Bible College Building a Smart Campus for the Future 27 Forum West 1 & 2 Moderator: Wes Brothers, Columbia International University Presenter: Eric Koch, Siemens Smart Infrastructure Team Development Series: Tales from the Road 27 Legacy South 3 Moderator: Debbie Kellar, Denver Seminary Presenters: Jeff Spear and Jan Haas, CFO Colleague 5:15 pm – 6:45 pm Knowledge Exchange Sessions (choose one) / Dinner (pick up your dinner on your way to your session) CFOs Only—Smaller Institutions 28 Legacy South 1 Moderator: Jason Abell, Bethlehem College & Seminary CFOs Only—Larger Institutions 28 Legacy South 2 Moderator: Rick Taphorn, Union University Sponsor: Remodel Health Non-CFOs 28 Legacy South 3 Moderator: Julian Ivey, Beulah Heights University TRACS Institutions 28 Forum West 1 & 2 Moderator: Barry Griffith, Transnational Association of Christian Colleges & Schools 7 pm – 8 pm Ice Cream Social / Networking Event Symposium/ Sponsor: Christian Healthcare Ministries Patio

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Complete the survey at myABACC.org by Friday, March 6, for a chance to win a free ABACC 2021 Conference registration! myABACC .org 13 THURSDAY 2/27/20 PAGE ROOM 8 am – 8:45 am Breakfast / Exhibit Hall Open Exhibit Hall 9 am – 10:15 am Workshops (choose one) Difficult Choices: Problem-Solving in Changing Times 28 Legacy South 1 Moderator: Doug Jones, Westmont College Presenter: Jairy Hunter, Charleston Southern University Changing Enrollment Patterns: Financial Forecasting 28 Legacy South 2 & Mitigating the Impact Moderator: Richard Rollino, Franciscan University of Steubenville Presenter: John Dysart, The Dysart Group Achieving Strategic Enrollment Health 28 Legacy South 3 Moderator: Jason Todd, Baptist Bible College Presenter: Tim Fuller, Credo Sponsor: Blackbaud, Inc . Team Development Series: Using Dashboards to Tell Your Story 29 Forum West 1 & 2 Moderator: Christi Matteson, The Robert E . Webber Institute for Worship Studies Presenters: Chad Lassen and Bill LeClaire, CliftonLarsonAllen LLP

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Proud Collection Agency Partner of the Association of Business Administrators of Christian Colleges CONTACT • CONNECT • COLLECT PO Box 11590 Rock Hill, SC 29731 • 1.800.849.9791 • wfcorp.com THURSDAY 2/27/20 EXHIBIT HALL 10:30 am – 11:45 am Exhibitor Spotlights (choose two 30-minute sessions) 2i Technology 2i Technology/EDC presents BizWay Financial Performance Software, with a new Budget Builder Module, an enhanced what-if modeling feature and integration with SameWay collaboration and communication tool and your SIS for KPI’s all in one package . Collegiate Marketing, Inc. Learn how to add a highly desired fridge/microwave combo unit at your school, by getting creative with financing . Enhance recruitment and retention with this amenity . Textbrook Brokers Textbook Brokers is committed to excellence and top-notch customer service . College is an expense which can become a burden to both students and parents . Keeping textbook costs low can help more students better able to afford their education . We do our best to contribute to the communities and universities in our more than sixty plus locations . We are also active in national and state legislation advocating for the cost of textbooks to the students . We look forward to serving you! Christian Healthcare Ministries Update: Alternative Self-funded Healthcare Plans—they work! We will provide real life examples and show you how it’s accomplished . You will find the information compelling . Tree of Life Bookstores, LLC Be the hero: Eliminate course material cost and boost retention with our Textbook Butler One Fee model! Every student, every required course material, on the first day of class . CapinCrouse LLP Data Warehouse Investment Trends 10:45 am – 11:15 am Are you maximizing your investments? Explore investment trends in Christian higher education and how your institution can participate in the Data Warehouse powered by CapinCrouse . Data Warehouse Staffing Trends 11:15 am – 11:45 am Explore Christian higher education staffing trends and compare your institutional staffing levels with others by participating in the Data Warehouse powered by CapinCrouse . Moja & Company Revenue Enhancement Opportunities are an on-site project we do with a prayerfully chosen group from your leadership team . Can you say alternative revenues? It’s fun! Husch Blackwell LLP Husch Blackwell has the preeminent legal team devoted to the field of higher education law . We partner with college leaders to identify solutions that are consistent with your strategic goals and honor your institutional missions . Visit with Ellen Babbitt and learn about ABACC’s new Legal Resource just for ABACC members!

Thursday schedule continues on next page » SESSION NOTES:

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Complete the survey at myABACC.org by Friday, March 6, for a chance to win a free ABACC 2021 Conference registration! myABACC .org 17 THURSDAY 2/27/20 PAGE ROOM 11:45 am – 12 pm Prize Drawings (you must be present to win) Exhibit Hall 12 pm Exhibit Hall Closes Exhibit Hall 12:15 pm – 1:30 pm Lunch & Annual Meeting of the Membership 50 Legacy North Sponsor: Pioneer College Caterers, Inc . 1:45 pm – 3 pm Workshops (choose one) Enterprise Risk Management on Today’s College Campus 29 Legacy South 1 & the Role of Information Technology Moderator: Fred Gore, Southwestern Assemblies of God University Presenters: Suzanne Davis, Greenville University; and Richard Middaugh, Dynamic Campus Next Step: Do I Stay or Do I Go? 29 Legacy South 2 Moderator: Dee Mooney, Toccoa Falls College Presenters: Dee Mooney, Toccoa Falls College; Scott Stewart, Cornerstone University; David McMillin, Ozark Christian College; and Doug Jones, Westmont College Health Care Alternatives: Member Case Studies 29 Forum West 1 & 2 Moderator: Paul Blair, Grace College and Seminary Presenters: Paul Blair, Grace College and Seminary; Nancy Schoonmaker, Indiana Wesleyan University; and Ashley Green, The King’s University Team Development Series: Solutions from Outside 30 Legacy South 3 Higher Education Moderator: Pat Martens, Steinbach Bible College Presenter: Drumm McNaughton, The Change Leader

Thursday schedule continues on next page » SESSION NOTES:

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PIONEER is proud of our long partnership with ABACC.

As a long-time partner and member, PIONEER is pleased to continue offering a Pioneer continues to support the mission scholarship to assist ABACC in the promotion of and ministry of Christian higher education. the conference and foster organizational growth. Pioneer clients and fellow ABACC members: PIONEER Asbury Theological Seminary Mount Vernon Nazarene College Caterers University Designed for Service Dedicated to Excellence Multnomah University DOUG BROWN Cairn University Vice President of Sales Cedarville University Northwest University 25055 West Valley Parkway, Suite 120 Central Christian College Olathe, KS 66061 of The Bible Oklahoma Wesleyan University Voice: 913.302.0507 | Fax: 888-432-0329 Southern Wesleyan University [email protected] Indiana Wesleyan University Southwestern Christian Johnson University University Lincoln Christian University Maranatha Baptist University Mcmurry University The Crown College Mid-America Christian University of the Cumberlands University Welch College Mid-America Nazarene University THURSDAY 2/27/20 PAGE ROOM 3:15 pm – 4:30 pm Workshops (choose one) Employee Engagement & Employee Satisfaction 30 Legacy South 2 Moderator: Craig Mahler, Welch College Presenter: Nancy Schoonmaker, Indiana Wesleyan University Collaboration: All Talk & No Action 30 Legacy South 1 Moderator: Fred Gore, Southwestern Assemblies of God University Presenters: Jan Haas, CFO Colleague; Fred Gore, Southwestern Assemblies of God University; and Darren Campbell, Tree of Life Bookstores, LLC Development & Finance—Teamwork in Charitable Gifts 31 Legacy South 3 Moderator: Archinya Ingram, Clinton College Presenters: Winters Richwine and Bryan Taylor, Cornerstone Management Team Development Series: GenZ & Beyond 31 Forum West 1 & 2 Moderator: Wes Brothers, Columbia International University Presenter: Chant Thompson, NACCAP 4:30 pm – 4:45 pm Coffee Break Mezzanine Sponsor: Husch Blackwell LLP 4:45 pm – 6 pm Workshops (choose one) An Engaged Family’s Perspective on the Future of Christian 31 Legacy South 1 Higher Education Moderator: Michael Buckman, Grove City College Presenter: Don King, King Consulting Group, LLC and Hand-Up Financial Group, Inc . Religious Freedom in Jeopardy: Responding to Developments 32 Legacy South 2 in DC & Beyond Moderator: Paul Blair, Grace College and Seminary Presenter: Gregory Baylor, Alliance Defending Freedom Blockchain: Disrupting the Future of Higher Education 32 Legacy South 3 Moderator: Rita Pinkerton, Indiana Wesleyan University Presenter: Jay Schulman, RSM US LLP Team Development Series: Lions & Tigers & Trends, Oh My! 32 Forum West 1 & 2 Moderator: Jason Todd, Baptist Bible College Presenter: Tim Fuller, Credo 6 pm – 7:30 pm Dinner & After Glow Legacy North Sponsor: Christian Healthcare Ministries 7:30 pm – 8 pm ABACC Board of Director’s Meeting Boardroom 3

SESSION NOTES:

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Complete the survey at myABACC.org by Friday, March 6, for a chance to win a free ABACC 2021 Conference registration! myABACC .org 21 CHRISTIAN HEALTHCARE MINISTRIES (CHM) The Biblical Solution to Healthcare Costs

Why CHM Exists What Members Have to Say Founded in 1981, CHM is America’s longest-serving I’m forever grateful that my CHM family shared my health cost sharing ministry for Christians . CHM’s medical expenses totaling $83,671 . Now instead of mission is to glorify God, show Christian love and thinking that Christian Healthcare Ministries sounds experience God’s presence as Christians share each too good to be true, I can testify that it’s “that good and other’s medical bills . that true!” I love to share my CHM testimony and carry information with me so I can talk about and recommend CHM isn’t an insurance company . Rather, it’s a group of the ministry any time I get the opportunity . hundreds of thousands of Christians across the United —Cheryl Anderson | Hudson, WI States and around the Christianworld who share each other’s burdens in the area of healthcare costs . Members meet We’re so thankful to be a part of a ministry that shares each other’s needs—spirituallyHealthcare and financially—through other Christians’ healthcare bills . I am amazed at how some of life’s most challenging (illness) and exciting healthcare prices can be negotiated, and I often wonder chministries.org Ministries (the birth800.791.6225 of a child) circumstancesThe biblical . They solution pray for and what we would have done without CHM when we gave encourage330.848.1511 one anotherto . healthcare costs birth to our second child . Making our monthly financial gift to the ministry is easy and painless when we think about how we’re helping other people . —Derek and Melissa Cladek | Tarpon Springs, FL

The most important thing I can share about our CHM experience is that we never had to panic and there was no drama . Everything flowed smoothly . We didn’t have to worry about how the medical bills would be paid because Christian Healthcare Ministries was there for us .

SINCE —Donald & Tracey Kiesling | Brady, TX

Galatians 6:2 Learn More Visit chministries.org to learn about the many CHM is a Better Business Accredited Charity and the advantages, program costs and how affordable monthly only health cost sharing ministry heard on The Dave contributions goes to help fellow Christians while they Ramsey show . CHM members have shared nearly $4 .5 join together to help you, your family and your ministry’s billion in members’ medical bills . healthcare costs . • Request an information packet: chministries.org/ Who CHM Serves contact-us/get-more-info/ • Informational and how-to videos: chministries.org/ Every Christian who lives by biblical principles can join video-resources/ the ministry . Christians can join CHM regardless of their • CHM member testimonies: chministries.org/ age, weight, geographic location or health history . (Some testimonials/ sharing limitations apply for pre-existing conditions) .

Millions of dollars are shared each year, touching the lives of Christians across the . More than 200 of their stories are told online at chministries.org/ testimonials .

22 Affordable. Biblical. Credible. An eligible option under the national healthcare law, members of this cost sharing ministry have shared nearly $4.5 billion in each other’s medical bills.

SINCE

Galatians 6:2

Christian Healthcare Ministries ACCREDITED The biblical solution to healthcare costs CHARITY chministries.org | 1.800.791.6225 | 330.848.1511 bbb.org SESSION DESCRIPTIONS

CapinCrouse Higher Education Managing Conflict in the Cabinet Super-Session Cabinet members in colleges and universities are The higher education industry is large and complex, but constantly challenged to make strategic decisions for there are several trends affecting institutions of all types the institution . Conflicts, tensions, and disagreements and sizes . These trends include soft growth in revenues tend to arise especially when these officers are from student billings, expense growth that outpaces competing for scarce budgetary resources . Cabinet revenue growth, volatile financial markets, and standards members should consistently engage in purposeful overload . This session will be in a roundtable format collaboration, effective communication, and professional and explore trends in enrollment, tuition discounting, behavior to ensure the best outcomes for the institution . financial modeling, and investment markets . We will PRESENTED BY: Jairy Hunter, Charleston Southern incorporate the latest marketplace data presented University by industry experts and best practice solutions from ABACC peers . Participants will share the impact that Learning Objectives recent accounting standards and IRS compliance has Attendees will be able to: had on the financial health of their institutions . • Analyze and appreciate the different values, beliefs, and experiences of others; PRESENTED BY: Dan Campbell and Ted Batson, CapinCrouse LLP; Brian Taylor, Cornerstone • Anticipate and identify potential conflicts before Management; and Jan Haas, CFO Colleague they escalate; • Employ conflict-resolution methods and problem- Learning Objectives solving techniques; and Attendees will be able to: • Apply conflict-resolution and problem-solving • Identify trends that are currently impacting Christian processes in mini-case study exercises . colleges; • Assess the impact of these trends on financial stability Legal Update 2020: Mission-Focused and viability; Compliance in Turbulent Times • Determine strategies for implementing changes to This session will update members on legal issues and accounting standards, including revenue recognition, predicted developments of particular interest to faith- lease accounting, and financial reporting for not-for- profit entities; and based institutions . A central focus of our discussion will be how to address legal risk while remaining true to the • Assess the level of compliance with IRS guidance unique missions of ABACC member institutions . regarding the parking lot tax, UBIT, 1098T, and

minister’s housing . PRESENTED BY: Ellen Babbitt, Husch Blackwell LLP Learning Objectives Attendees will be able to: • Identify and analyze current legal issues; • Triage legal issues that may need the involvement of counsel; and • Prioritize compliance tasks consistent with institutional mission . Complete the survey at myABACC.org by Friday, March 6, for a chance to win a free ABACC 2021 Conference registration!

24 (877) 303-8666 Our Iceberg Is Melting: Changing & Succeeding This session will provide a review of the concepts and processes of change management proposed in award- winning author John Kotter’s book of the same name .

PRESENTED BY: Nick Wallace, BKD, LLP Learning Objectives Attendees will be able to: • Communicate so a sense of urgency is built in your audience; • Develop a change vision and strategy; • Make change happen; and • Translate a change event into change culture development .

Team Development Series: Transforming a Dysfunctional Department Under Any Conditions How do you transform a dysfunctional department into one that is highly effective? What steps do you take as the new supervisor of a dysfunctional department? How do you start the turnaround process if you are Accounting & Tax Update/ the supervisor that has allowed dysfunction to exist? 2020 Higher Ed Outlook This session will explore the answer to these questions It’s no secret that the higher education industry as a and several more . The focus will be on getting the whole is under significant pressure . Market demand right people on the bus, creating a culture of healthy drives sticker prices downward and discount rates productivity, casting a vision, creating a plan, and up . Meanwhile, costs continue to rise, resulting in an executing the plan . This session will provide helpful unprecedented pressure on operating margins . Many tips and practices drawn from almost three decades institutions are asking a very simple, but very daunting of experience transforming dysfunctional departments, question: How do we survive in today’s environment? articles, and books . You can take steps to improve the With this issue in mind, BKD National Higher Education effectiveness of the departments you supervise the first Group created the 2020 Annual Higher Education day back in the office . Outlook . The goal is exploring and providing innovative solutions to higher education’s most significant and PRESENTED BY: Duane Kilty, Indiana Wesleyan University intimidating problems . In addition, we will provide a Learning Objectives brief overview of the more significant accounting and Attendees will be able to: tax issues facing institutions as well .

• Transition people into jobs that fit their skill set; PRESENTED BY: Adam Smith and Gary Bishop, BKD, LLP • Recruit and retain outstanding employees; Learning Objectives • Create a culture of healthy productivity; and Attendees will be able to: • Cast a vision and create and execute a plan that • Recognize ways institutions are being innovative will keep the department highly effective . in ensuring financial sustainability; and • Identify key upcoming accounting and tax changes and determine how they will impact your institution .

myABACC .org 25 SESSION DESCRIPTIONS

Improving the Bottom Line Through PRESENTED BY: Paul Blair, Grace College and Seminary; Streamlining, Information & Enterprise and Rick Taphorn, Union University Minimizing Disruption: Let’s talk about ideas for Learning Objectives improving communications with insiders and your Attendees will be able to: external audit team . Share with each other and • Assess the benefits and potential shortfalls brainstorm about ways to harness technology, fine-tune of a tuition reset; processes, and measure/track only what matters . Might • Determine what factors should be considered; it be possible to give you back 100+ hours a year of your • Determine who on campus should be involved; valuable time? • Assess the determination of success or failure; and Maximizing Instruction: From the FASB to the • Determine when to make adjustments if a program Department of Education, from the IRS to state is not working . regulators, to the Schedule K-1s . . Arrggghh! Where are you getting the information you need to manage the financial aspects of your institution? You can waste a Team Development Series: Using Conflict lot of time and effort if you are not careful . Let’s discuss for the Health of an Institution what resources are valuable, best practices, and how to What is healthy conflict? How do leaders ensure that the build a resource list that will best serve your team . best, most creative ideas are surfaced and pursued? How do leaders make sure every voice in the organization is The Enterprise Journey: We continue to hear about heard? How do leaders create a culture that is comfortable alternative revenue sources and their potential with healthy conflict and quickly addresses dysfunctional importance in securing the future of your institution . conflict? How do members of an organization have Let’s talk about how we might construct a prayerful, difficult conversations when conflict isn’t healthy? This collaborative approach that cuts through the noise session will explore the answers to these questions and and works for your school . several more . The focus will be on understanding the

PRESENTED BY: Dave Moja, Moja & Company benefits of healthy conflict and how to surface the best ideas . This session will explore how to make the best Learning Objectives ideas even better by ensuring candid feedback is heard Attendees will be able to: from all areas of the organization . This session will • Assess methods of saving time with your accounting provide helpful tips and practices drawn from almost systems, audit preparation processes, internal controls, three decades of experience, articles, and books . You and tax compliance issues; can begin the process of using conflict to strengthen • Identify current issues in the GAAP and Federal and your organization the first day back in the office . state tax compliance arenas; and PRESENTED BY: Duane Kilty, Indiana Wesleyan University • Consider “Revenue Enhancement Opportunities” that may be viable for your institution . Learning Objectives Attendees will be able to: Tuition Resets: Are We Giving Away • Identify healthy conflict and explore the benefits; the Farm? • Ensure the best, most creative ideas are surfaced This session will provide real-life results of various tuition and made even better; reset programs—what worked well and what didn’t . • Create a culture of openness and candor; and If you are contemplating a tuition reset, this is the • Have difficult conversations for the health of the session for you . organization .

26 (877) 303-8666 What I’ve Learned About Ratio Analysis Building a Smart Campus for the Future Over the Last 35 Years Smart campuses begin with top-end university goals . This session will provide a review of the landscape What do you want your smart campus to look like and of ratios and financial indicators for CFOs in higher how can your facility be a driving asset toward those education and insights to the benefits, pitfalls goals? We will talk about how campuses today are and meaning of the various ratios . We will include becoming smart, the infrastructure needed to make observations on the best approaches to communication them smart, and how data can be converted into of financial health, with and without the ratios, and why insights for university growth and success . that communication is so important today . PRESENTED BY: Eric Koch, Siemens Smart Infrastructure PRESENTED BY: Nick Wallace, BKD, LLP Learning Objectives Learning Objectives Attendees will be able to: Attendees will be able to: • Identify what makes a campus “smart;” • Define ratio basics and determine what is helpful • Determine how “smart” you want your campus to be; and what is not; • Determine the required infrastructure to achieve smart • Analyze different approaches of the use of ratios campus goals; and including the strengths and weaknesses of a ratio- • Determine how to use and apply relevant data . driven communication on financial health; and • Recognize how different higher education Team Development Series: audiences perceive financial ratios and how to speak their language . Tales from the Road CFO Colleague has worked with over eighty institutions Sophisticated Excel Usage for the CFO on a variety of issues and challenges . In spite of all the narratives about demographics and shrinking Microsoft recently released seven new Excel functions enrollments, some institutions are seeing success . In to Office users subscribed to the Microsoft Insiders this session you will see where colleges and universities program . The new functions: UNIQUE, SORT, SORTBY, are missing the mark and where some are successfully FILTER, RANDARRAY, SINGLE, and SEQUENCE, can addressing the challenges head-on . return multiple values, or dynamics arrays, to their own and neighboring cells . The result is a completely new PRESENTED BY: Jeff Spear and Jan Haas, CFO Colleague set of Excel-based tools in the hands of business officers . Learning Objectives In this session we will look at how these functions work Attendees will be able to: and what this means in the context of the finance office . • Identify areas of emphasis that do not address the PRESENTED BY: Pat Martens, Steinbach Bible College primary needs of higher education in this decade; Learning Objectives • Discover strategies that are seeing success in adding net revenue and expanding the mission footprint of Attendees will be able to: institutions; and • Examine the fundamental change in Excel’s calculation • Apply data that can be used to persuade reticent engine that returns multiple results; leadership teams to invest in areas of potential growth . • Use the seven new dynamic array Excel functions; • Work with new formula results and troubleshoot errors; and • Apply these new functions to common finance office activities . Complete the survey at myABACC.org by Friday, March 6, for a chance to win a free ABACC 2021 Conference registration!

myABACC .org 27 SESSION DESCRIPTIONS

Knowledge Exchange Sessions • Apply the strategic planning process in the allocation Knowledge Exchange Sessions are designed to allow for and reallocation of scarce resources; an open forum for participants to bring their own issues • Collect and analyze reliable data; and before the group . Discuss issues you’re having on your • Utilize effective decision-making and problem-solving campus and get advice and counsel from your peers . techniques . Or talk about something you’ve heard in an ABACC session that you want to explore further . These sessions Changing Enrollment Patterns: Financial are designed around you . Join us for some quality Forecasting & Mitigating the Impact conversation and benefit from your peers’ experiences! The enrollment landscape is changing as more students chose a non-traditional path . Some are electing to work Difficult Choices: Problem-Solving while enrolled, others decide to enroll part-time, and in Changing Times we are witnessing an increased number of “a la carte” enrollees . This session will help attendees improve Higher education is experiencing unprecedented change revenue forecasting in this new environment . In addition, in every sector . The growing demand for campus specific recommendations will be offered to enable security, accreditation requirements, new academic leaders to mitigate the trend . offerings, online learning, advanced technologies, mental health counseling, robust athletic programs, first- PRESENTED BY: John Dysart, The Dysart Group rate student housing, etc ., are just a few examples of the Learning Objectives “new normal” expectations . Many college and university administrators are also confronted with revenue Attendees will be able to: shortfalls, declining enrollments and costly federal and • Identify changing enrollment patterns; state mandates . Effective leadership, strategic decision- • Design formats to more accurately predict revenue; and making, and analytical problem-solving are essential . • Consider actions designed to mitigate the impact of Institutional leaders must think, plan, and determine changing enrollment patterns . institutional priorities consistent with the mission and vision of the organization . The process of collecting and Achieving Strategic Enrollment Health analyzing reliable data is also critical . During this session, Meeting enrollment goals requires the right mix of attendees will engage in learning situations focused on people, practices, programs, and prices held together by proven techniques for making difficult decisions and a strategic enrollment plan and a sound foundation of problem-solving . data and systems . This session will provide key questions PRESENTED BY: Jairy Hunter, Charleston Southern to ask and metrics to consider as you evaluate whether University or not your institution is poised to achieve strategic enrollment health . Learning Objectives Attendees will be able to: PRESENTED BY: Tim Fuller, Credo • Employ an assessment tool to determine your Learning Objectives organization’s readiness for effective decision-making Attendees will be able to: and problem-solving; • Evaluate and grow your knowledge of enrollment • Analyze the essentials for organizational readiness data; and for strategic thinking, planning, and priority setting; • Ask key questions of enrollment and cabinet colleagues about positioning for growth .

28 (877) 303-8666 Team Development Series: Using • Assess whether a third-party partner can help mitigate Dashboards to Tell Your Story risk; and What information is important to the board? What • Apply strategic methods for overcoming SIS challenges should we be measuring, how do we collect the data, and risks . and what formats should we use to share the results? These are just some of the many questions college and Next Step: Do I Stay or Do I Go? university leaders ask themselves as they prepare for A panel of long-term, experienced CFOs will share their meetings with governance . During this session we will experiences—including the benefits and challenges—of share techniques to help craft the story and effectively having served at either several institutions during their communicate it to the audience . career in Christian higher education or serving at the same institution for many years . The session will be PRESENTED BY: Chad Lassen and Bill LeClaire, CliftonLarsonAllen LLP informal and allow opportunity for questions and dialog with the attendees . Learning Objectives PRESENTED BY: Dee Mooney, Toccoa Falls College; Scott Attendees will be able to: Stewart, Cornerstone University; David McMillin, Ozark • Determine the key information that needs to be Christian College; and Doug Jones, Westmont College communicated to your audience; • Identify the most effective techniques for presenting Learning Objectives and communicating financial information; and Attendees will be able to differentiate the benefits and • Develop meaningful financial reports in an easy-to- challenges of different paths of service in Christian understand dashboard format . higher education based upon the experience of peers and Scripture . Enterprise Risk Management on Today’s College Campus & the Health Care Alternatives: Member Role of Information Technology Case Studies Today’s colleges and universities face a number of growing Health care is a significant expense for our institutions . threats to their business continuity: cybersecurity attacks, Come and learn from fellow members who have increasingly complex IT infrastructures, natural disasters, made the transition from traditional health care plans and campus unrest—not to mention the macroeconomic to alternative ones and hear how they made and trends at work in higher education . In this session, we’ll implemented their choice, and how it all worked out . lay out the core principles of enterprise risk management, PRESENTED BY: Paul Blair, Grace College and Seminary; the methodology designed to help you identify, plan for, Nancy Schoonmaker, Indiana Wesleyan University; and and mitigate the greatest threats to your own institution’s Ashley Green, The King’s University continuity . We’ll also share detailed examples of how small institutions are identifying and minimizing the evolving Learning Objectives risks to their institutions in a cost-effective manner . Attendees will be able to: • Determine what to consider when changing plans; PRESENTED BY: Suzanne Davis, Greenville University; and Richard Middaugh, Dynamic Campus • Assess the vast differences between alternatives; • Determine how much you can expect to save; Learning Objectives • Decide who should be involved in the assessment; Attendees will be able to: • Determine who should decide whether or not to change; • Employ tangible tools and next steps to begin drafting • Prepare your employees for a change; an enterprise risk management plan; • Implement change; and • Assess key differentiating factors for SIS solutions/ benefits; • Establish appropriate timing from consideration to selection to implementation .

myABACC .org 29 SESSION DESCRIPTIONS

Employee Engagement & Employee Satisfaction In this session we will discuss the differences between employee engagement and employee satisfaction, understand the drivers behind employee engagement, and discuss concrete ways to improve employee engagement and culture of your institution .

PRESENTED BY: Nancy Schoonmaker, Indiana Wesleyan University Learning Objectives Attendees will be able to: • Differentiate between employee engagement Team Development Series: Solutions and employee satisfaction; from Outside Higher Education • Identify the factors that drive employee In 1997, Apple, on the verge of bankruptcy, ousted engagement; and its CEO and invited Steve Jobs back . Although he • Apply concrete methods to improve employee founded Apple, Jobs had been away for 11 years, and engagement at your institution . had an outsider’s perspective . The rest is history . Higher education, and especially Christian higher education, has Collaboration: All Talk & No Action entered troubled waters: decreasing enrollments, deficit spending, and consolidations and closures—all things The higher education industry talks about collaboration indicative of a mature and declining life cycle . Yet, we a lot . But very few institutions are actually collaborating . are trying to solve new problems with old solutions— It seems faith-based institutions, especially, find solutions that no longer work—and practicing Einstein’s excuse after excuse why they cannot collaborate with definition of insanity: “doing the same thing over and another institution or other organization, in spite of the over again and expecting different results ”. It’s time to tremendous potential cost and resource savings . Why look outside to successful organizations such as Apple, do we do that and how do we overcome the hurdles Chrysler, and FedEx for ideas on how we can turn things to leverage collaborative ventures to the benefit of around . This session will consider how educational our institutions? institutions can successfully navigate change in the 21st PRESENTED BY: Jan Haas, CFO Colleague; Fred Gore, century by tapping into expertise and taking lessons Southwestern Assemblies of God University; and from outside the higher education industry . Darren Campbell, Tree of Life Bookstores, LLC PRESENTED BY: Drumm McNaughton, The Change Leader Learning Objectives Learning Objectives Attendees will be able to: Attendees will be able to: • Identify and assess potential collaboration opportunities; and • Create a shared vision and implement change with five generations in the workplace; • Overcome the hurdles to collaborative ventures . • Build a strong, diverse board of directors who help drive the institution; and • Apply new methods of strengthening the bottom line through cost management and finance that drives growth .

30 (877) 303-8666 Development & Finance— An Engaged Family’s Perspective on the Teamwork in Charitable Gifts Future of Christian Higher Education Development and Finance departments often struggle Religious liberty has always been a focal point for faith- to work together in raising and managing charitable based educational institutions . However, in the last five gift arrangements . Among nonprofits, this challenge years those risks have grown exponentially and are now seems to be greatest for higher education institutions . invading the lives of current and future students . Don In this session, we will identify sources of tension King has worked in higher education for two decades, related to charitable gifts between Development and but since 2016, he has been using his institutional and Finance teams . We will then discuss how to structure student finance experience to partner with ABACC, complex gifts in ways that support both departments . CCCU, TRACS, CCC, and their members in a variety of Finally, we will identify communication tactics to ways—including supporting task forces, conducting and ensure that Finance and Development teams work analyzing surveys, producing educational content, and well together . Following this session, schools should be performing independence readiness assessments . Don better equipped to develop and manage charitable gifts, is also the father of four daughters who themselves care leading to happier team members and donors . about the future of the Christian college sector . This unique workshop will look at the religious liberty topic PRESENTED BY: Winters Richwine and Bryan Taylor, from the lenses of a parent/expert in the field and future Cornerstone Management student by focusing on the following topics: Learning Objectives 1) A Dad’s Perspective: Don will share his extensive Attendees will be able to: research into the risks facing this industry, including • Identify pain points and sources of tension between those that go beyond rising legislative and judicial issues: Development and Finance departments; such as Title IX realities, the power of the “Fourth Branch” • Assess ways to structure gifts that will work for and administrative law, and separation of church and donors, Development, and Finance; and state for 21st Century Religious institutions; • Discover processes and communication that will help Development and Finance work together . 2) A Future Student’s Perspective: Watch video testimony from future attendees with their thoughts on the religious liberty topic from a longer-term worldview Team Development Series: GenZ & Beyond (on behalf of their peers and future Christian college This session will take a closer look at Gen Z and how attendees for the fall of 2022 and beyond); and their values are influencing their decision-making process . Millennials are the largest generation and 3) Ways to Act Now to Protect Education Choice for Gen Z is taking a new turn . We will consider how this Coming Generations: We will touch on some practical generation looks at Christian higher education as they ways institutions can start diversifying and charting a pursue their educational opportunities . path to greater independence .

PRESENTED BY: PRESENTED BY: Chant Thompson, NACCAP Don King, King Consulting Group, LLC and Hand-Up Financial Group, Inc . Learning Objectives Attendees will be able to: Learning Objectives Attendees will be able to: • Identify the strategic ways to market to Gen Z; and • Identify and overcome the religious liberty threats to • Determine the impact this has on your branding and their institutions, including those that go beyond rising recruitment efforts . legislative and judicial issues; • Interpret how these risks may be perceived by future students and their families; and • Assess ways to operationally and financially prepare for and respond to these risks .

myABACC .org 31 SESSION DESCRIPTIONS

Religious Freedom in Jeopardy: Responding to Developments in DC & Beyond Religious educational institutions are facing unprecedented threats to their freedom to live out their convictions, especially on hot-button sexuality issues . The passage of the Equality Act (H .R . 5) in the U .S . House is but one example . This workshop will explain current and likely future threats, and equip attendees to prepare and respond to those threats .

PRESENTED BY: Gregory Baylor, Alliance Defending Freedom Learning Objectives Attendees will be able to: • Identify and understand the threats to their institutions’ religious freedom; and, • Prepare for and respond to those threats .

Blockchain: Disrupting the Future of Higher Education Blockchain is one of the most hyped technologies this year . Is it all just hype, or is there more to it? In this presentation we will walk you through what blockchain is, how it works, and what its impact is on higher education . You will also learn about the different use cases for blockchain technology including certifications, Team Development Series: Lions & Tigers payments, and purchasing efficiency . & Trends, Oh My! What are the economic, financial, demographic, and PRESENTED BY: Jay Schulman, RSM US LLP cultural trends impacting college choice, retention, Learning Objectives and the general climate for higher education? How are Attendees will be able to: campuses dealing with these trends by piloting new • Define “blockchain;” ideas and programs? We’ll explore trends and what to • Determine how blockchain differs from bitcoin do about them through presentation and discussion . and cryptocurrencies; and PRESENTED BY: Tim Fuller, Credo • Determine the common use cases of blockchain in higher education . Learning Objectives Attendees will be able to: • Analyze the latest trends (and how to keep current); Complete the survey at myABACC.org by • Address these trends through group learning and Friday, March 6, for a chance to win a free discussion; and ABACC 2021 Conference registration! • Apply best-practice solutions being piloted on campuses .

32 (877) 303-8666 MEET OUR SPEAKERS

Ellen Babbitt Greg Baylor Partner, Husch Blackwell LLP Senior Counsel, Alliance Defending Freedom Serving clients for more than 35 years, Ellen concentrates Gregory S . Baylor serves as senior counsel with Alliance her practice on advising public and private research Defending Freedom, where he is the Director of the universities, community colleges, liberal arts colleges, Center for Religious Schools and Senior Counsel for graduate and medical programs, and religious schools of Government Affairs . Since joining ADF in 2009, Baylor different denominations . As a member of the Healthcare, has focused on defending and advancing the religious Life Sciences & Education team, Ellen counsels and freedom of faith-based educational institutions through advocates on behalf of educational institutions in cases advice, education, legislative and public advocacy, and involving tenure, academic freedom, accreditation, representation in disputes . He has testified about internal investigation, ADA accessibility, program closure, religious liberty issues three times before congressional and codes of conduct . She also represents institutions committees . Greg regularly comments on religious (and individuals within those institutions) in government liberty and higher education issues in television, investigations, lawsuits, and administrative proceedings radio, and print media, including The New York Times, concerning compliance with statutory, governance, Christianity Today, National Public Radio, and network and accreditation standards . Earlier in her career, Ellen and cable news programs . Additionally, he serves on the was a founding partner in Babbitt, Land & Warner board of directors for the Museum of the Bible . Greg LLP, which focused on higher education legal services . earned his Juris Doctor in 1990 from Duke University She frequently presents at conferences, seminars, and School of Law, where he graduated Order of the Coif, webinars on significant legal issues affecting higher with high honors, and served on the editorial board of education . She also has published extensively on issues the Duke Law Journal . He received his bachelor’s degree of higher education risk management, particularly in the in Honors English in 1987 from Dartmouth College . areas of academic program closure, academic freedom, Following graduation from law school, he served as and disabilities . law clerk to the Hon . Jerry E . Smith on the U .S . Court of Appeals for the Fifth Circuit . He practiced labor and employment law at two large international law firms for Ted Batson three years before joining the staff of Christian Legal Partner and Tax Counsel Professional Practice Society’s Center for Law and Religious Freedom, where Leader, CapinCrouse LLP he served for 15 years prior to joining ADF . He lives in A certified public accountant and licensed attorney, Ted Northern Virginia with his wife (a medical doctor) and advises exempt organizations of all sizes on a wide range two daughters . of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues . Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, compensation planning and reporting, and missionary employment structures . In addition to tax advisory services, Ted also leads the firm’s tax preparation practice, including IRS Forms 990 and 990-T and related state forms . Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC .

myABACC .org 33 MEET OUR SPEAKERS

Gary Bishop Daniel M. Campbell Manager, BKD Partner and Higher Education Services Director, As a member of BKD National Higher Education Group, CapinCrouse LLP Gary has serves as the manager for numerous audits for Dan has more than 30 years of public accounting colleges and universities as well as various not-for-profit experience leading audit engagements of nonprofit entities . He also has authored several articles related organizations and for-profit industries . He has served to the outlook of the higher education industry, as well on the Board of Trustees of Davis College since 1993 . as led trainings on the implementation of the recent Prior to joining the firm in 2006, Dan managed audits changes affecting reporting for not-for-profit entities . of financial institutions, construction contractors, and Gary is a member of the American Institute of CPAs manufacturers . and Indiana CPA Society . Darren Campbell Paul Blair Chief Executive Officer, Vice President of Finance/Chief Financial Tree of Life Bookstores, LLC Officer, Grace College and Seminary Darren Campbell is CEO and founder of Tree of Life Paul Blair is the Vice President of Financial Affairs and Bookstores . Tree of Life Bookstores is a privately held, Chief Financial Officer of Grace College and Seminary family-owned, faith-based company headquartered in in Winona Lake, Indiana . Paul is the senior administrator Marion, Indiana . For the past 20 years, Tree of Life has responsible for the financial condition and integrity grown in size by offering innovative solutions to their of Grace, overseeing its operational and capital campus partners . Darren is an innovator who constantly budgets, revenues and expenditures, debt, business seeks a better way to transform the textbook and plans, forecasts, and the overall financial improvement campus store industry . initiatives of the institution . In addition, Paul is responsible for operations, IT, capital projects, contracts Suzanne Davis and food service . Prior to joining Grace in 2013, Paul founded an Investor Relations, Strategic Planning, and Executive Vice President, Greenville University Financial Services consulting firm in Warsaw, Indiana . Ms . Davis has served at Greenville University since He has 33 years of experience in Investor Relations, 2012, serving in multiple capacities including as a Finance, and Accounting . He currently serves as a professor, Chief of Staff, Dean of the Briner School board member for the KOSCO Conservation Club . of Business, Vice President for University Relations, Paul was formerly a Steering Committee member and now as Executive Vice President . Previous to her of the Senior Roundtable of NIRI (National Investor time at Greenville, she was an instructor at Eastern Relations Institute) and has served on a number of Illinois University and an Associate Attorney at Lemna, other non-profit organizations over the years . Paul was Moore, and Carroll, Attorneys at Law . Ms . Davis holds the 2013 Eastern Illinois University—School of Business a bachelor’s degree from Greenville College, an M B. .A . Distinguished Alumnus . from the University of Illinois at Urbana-Champaign, and a Doctor of Law, graduating Cum Laude, also from the University of Illinois at Urbana-Champaign .

Complete the survey at myABACC.org by Friday, March 6, for a chance to win a free ABACC 2021 Conference registration!

34 (877) 303-8666 John Dysart President, The Dysart Group John W . Dysart is President of The Dysart Group, a higher education consulting firm specializing in recruitment, financial aid, college finance, and retention . John has held leadership positions at five colleges and universities and provided consulting services for thirty years . Mr . Dysart has assisted nearly 200 colleges and universities in 42 states . While the majority of his consultations have been related to enrollment management and enrollment growth, he has a special Tim was a Senior Research Fellow at the Council for expertise in finance and financial aid issues . He has Christian Colleges and Universities and in 2015 was consistently integrated enrollment management named a Senior Fellow by the Association for Biblical with institutional objectives regarding net revenue, Higher Education in appreciation for his contributions budgeting, and strategic planning . His work has included to their professional development curriculum and a variety of institution types . Clients have included conferences . Tim has been in higher education and state universities, private colleges, proprietary schools, consulting since 1980 . Prior to joining Credo, he and a variety of special mission institutions—including served at for 27 years, the last 15 Historically Black Colleges and Universities (HBCUs), on the senior cabinet—supervising admission, student the first Historically Hispanic University in the country, financial services, and church relations, in addition to more than a dozen women’s colleges, along with myriad coordinating student persistence efforts . Tim earned religion-affiliated schools of various denominations . a B A. . from Houghton College and an M B. .A . at State Considered a national expert in enrollment management, University of New York at Buffalo . John Dysart has conducted seminars and made numerous presentations for eighteen higher education professional organizations and has written dozens of Fred Gore articles for higher education publications . Vice President for Business and Finance, Southwestern Assemblies of God University Tim Fuller Fred Gore has 35 years of experience in accounting and finance, having spent the last eight years in Senior Vice President/Owner, Credo higher education . He has served in various roles at Tim brings subject-area expertise to enrollment, research, Southeastern University (Lakeland, Florida), as VP of and strategic planning as a member of Credo’s Executive Administration at Kilgore College (Texas), and for the Leadership team . In his role, Tim is the firm’s primary last nine months at SAGU in Waxahachie, Texas, as the collaborator within the Christian higher education VP of Business and Finance . In this role he leads the marketplace leading strategic planning projects and accounting, human resources, information technology, consulting with independent colleges and universities auxiliary services, and student billing teams and is in the areas of enrollment, research, and comprehensive absolutely thrilled to serve at SAGU . Fred earned a projects . Tim is a frequent conference speaker with D .B A. . from the University of South Florida, doing his a variety of Christian higher education organizations dissertation on collaborative relationships between on topics of strategic planning, enrollment, research, colleges in support systems . He has also earned an and the future of the independent higher education M B. .A . from Missouri State University, an M .Div . from landscape . He is a strategic partner on enrollment the Assemblies of God Theological Seminary, and a B B. .A . research (naccapresearch .org) for the North American in Business from the University of Texas at Austin . He Coalition for Christian Admission Professionals is also a CPA of 33 years . Before transitioning to higher (NACCAP) . education, he served in the religious non-profit sector, in government accounting, and in public accounting .

myABACC .org 35 MEET OUR SPEAKERS

Ashley Green Jairy Hunter Vice President for Business Administration President Emeritus, & CFO, The King’s University Charleston Southern University Mrs . Ashley Green currently serves as the Vice President Dr . Jairy C . Hunter, Jr . is President Emeritus and of Business Administration and Chief Financial Officer Professor of Business at Charleston Southern University, at The King’s University in Southlake, Texas . At TKU, where he served as President for more than three Mrs . Green is responsible for Finance, Student Accounts, decades . During this time, enrollment grew from Legal & Compliance, Risk Management, Operations, and 1,600 to 3,500 students, alumni giving increased by the Campus Store for the University . 500 percent, the endowment quadrupled, several undergraduate and graduate programs (face-to- Mrs . Green holds a Bachelor of Science in Accounting face and online) were added, and the physical plant from University of Texas at Arlington and is currently a greatly expanded . Charleston Southern University is graduate student at University of Chapel the largest accredited university in South Carolina . Hill, completing her M .B .A . She is a licensed CPA in Texas . Dr . Hunter is a nationally known speaker in higher Mrs . Green spent the first 9 years of her career in public education on leadership, board development, change accounting where she worked in audit and tax, but spent management, problem-solving, integrated strategic majority of her time performing CFO contract work . planning, budgeting, institutional effectiveness, and Mrs . Green is an avid runner . She spends her off time team building . He has a clear understanding of the with her husband and their two children, often enjoying type of leadership essential for success in the changing sporting events . environment of higher education . Dr . Hunter has served on numerous for-profit and not-for-profit boards including the Council of Independent Colleges (CIC) Jan Haas and the National Association of Independent Colleges Partner, CFO Colleague and Universities (NAICU) . He is a member of the faculty Jan M . Haas is a Partner with CFO Colleague, a of the College Business Management Institute at the financial and operational advisory firm, focused on University of Kentucky and the Business Management private higher education . Founded in 2013, the firm has Institute at the University of California, Santa Barbara . worked with institutions in every region of the US to Dr . Hunter was bestowed the Order of the Palmetto, implement best practices learned from our over ninety the state’s highest civilian honor, by the Governor of (90) partner institutions . As a Partner he offers the full South Carolina . Additionally, he was awarded the state’s complement of CFO Colleague services including the Order of the Silver Crescent, for those who have made deployment of their signature analytical tools (e .g ., significant contributions to the life and well-being of COMP4cast® and Marginal Revenue Analysis), interim South Carolina . The National Association of College and CFO assistance, and turnaround facilitation . From 2000 University Business Officers (NACUBO) presented Dr . to 2016 he held the position of Senior Vice President, Hunter the Distinguished Business Officer award at the Finance & Administration at Cairn University also 2016 annual meeting . Dr . Hunter earned an associate’s serving as Treasurer for the University and The Regency degree from Wingate University, a B S. . in Business, and Foundation and as Assistant Secretary for the Board of an M .B .A . and an M A. . in Student Personnel Services Trustees . Prior to joining Cairn University, Jan had over from Appalachian State University . He received a Ph .D . twenty (20) years of health care experience developing in Educational Administration from Duke University . a diversified management background with work in strategic planning, marketing, and operations having served in a variety of positions in acute care hospitals in Pennsylvania and Delaware .

36 (877) 303-8666 Doug Jones leader . He has led many strategic planning projects as Vice President for Finance, Westmont College an employee and consultant . Duane has been married Mr . Doug Jones has served in Christian higher education to Joni for forty years . He has three married children and administration for over 20 years . He currently serves eight grandchildren . He enjoys camping and playing golf . as the Vice President for Finance at Westmont College in Santa Barbara, California . Prior to joining Westmont, Don King he served for seven years as the Vice President for Managing Partner, King Consulting Group, LLC Finance and Administration at and Hand-Up Financial Group, Inc. in Michigan, and for two years as the Controller at Don King is a Big-4 CPA that began his career in Huntington University in Indiana . As Westmont’s public accounting, where he worked primarily on chief financial officer, Mr . Jones has responsibility for real estate, energy, and higher education clients . various areas of the college, including the budget, His King Consulting Group, LLC (KCG) and Hand-Up endowment, student financial aid, human resources, Financial Group, Inc . (HU) both leverage teams that physical plant, facilities master plan, new construction, have over 60 years of corporate finance and higher employee housing assistance programs, and neighbor education experience in a variety of institutional relations, and has recently led the effort to complete finance, accounting, and student finance roles . an $80 million tax-exempt bond issue . In addition to providing financial oversight for the college, Mr . Jones is Don previously served in a variety of roles in the post- responsible for the successful completion of more than secondary education industry, including: executive level $150 million in construction and renovation projects at finance positions focused on operational and financial Westmont, including a science building, a visual arts oversight of multi-state and multi-national educational center, an observatory, a residence hall, and athletic institutions, external auditor, and executive recruiter . fields, as well as new infrastructure in the form of a Don has over a decade of experience in the private campus perimeter road and additional parking . Mr . student lending industry with particular expertise Jones earned his bachelor’s degree in Accounting and in building and managing loan programs through Management from Huntington University, has an M .B A. . partnerships with schools, third-party servicers, and from Indiana University, and is a licensed CPA in the sources of capital . His team also has experience analyzing state of Indiana . He currently serves on the ABACC millions of federal and private student loan records for board of directors, the board of administration for the hundreds of thousands of students . Free Methodist Church of Santa Barbara, and chairs the finance and property board of the church . Mr . Jones Don serves on the Regional Board of HOPE International, is the husband of Christa and the father of two boys, a global faith based nonprofit focused on addressing both Caleb and Isaiah . physical and spiritual poverty through microenterprise loans and development . Duane Kilty Don is also the Founder of Hand-Up Financial Group, Inc ., Scholar in Residence, Indiana Wesleyan University a 501(c)(3) organization with a mission to help underserved Dr . Duane Kilty serves as a Scholar in Residence for individuals in the U .S . obtain access to higher education the DeVoe School of Business at Indiana Wesleyan and the skills they need to better their lives . This mission University . He is also the program director for the is accomplished via a “hand-up” in the form of creative personal financial planning degree programs and the financial products versus additional “hand-outs ”. program facilitator for the Master’s of Science in Don holds a Bachelor’s degree in Business Administration, Accounting . He teaches M .B .A . classes in the areas of with a concentration in Accounting, Summa Cum Laude, personal financial planning, accounting, and finance . from the College of William & Mary . Before transitioning to the classroom full-time at the beginning of 2014, Duane had over twenty-five years of experience as a CFO, and three years as a campus myABACC .org 37 MEET OUR SPEAKERS

Eric Koch Bill has served many ways in his local community: Director of Connected Services, • Board member—National Registry of EMTs Siemens Smart Infrastructure • Advisory board—Herberger Business School at SCSU Eric is responsible for strategic alignment, product • Finance committee—St . Anthony’s parish, St . Cloud development and investments related to the remote • Founder and past chair—Center for Nonprofit services, monitoring services, and outcome-based Excellence and Social Innovation service portfolios . He has over 20 years of experience • Past chair—Minnesota Twins Community Fund in executive management and energy-efficiency • President’s Circle advisory member—St . Cloud commissioning and product management leadership . Cathedral High School Eric was instrumental in developing a comprehensive • National Association of College and University energy-efficiency program for the largest natural gas Business Officers energy provider in the world . He has authored and • American Institute of Certified Public Accountants contributed on articles in various industry publications • Minnesota Society of Certified Public Accountants and served on the board of Efficiency First, a national energy advocacy group and Frontline Street Intervention • Past Treasurer—United Way of Central Minnesota for at risk youth in Chicago, Illinois . Pat Martens Chad Lassen Chief Financial Officer, Steinbach Bible College Principal, CliftonLarsonAllen LLP Pat Martens spent his formative years at Black Forest Chad is a principal in the Higher Education Group Academy in southern Germany where his father served of CLA . He has over 20 years of experience in public as business manager . After returning to Canada, Pat accounting, primarily serving nonprofit organizations worked in IT while attending Steinbach Bible College including colleges and universities and religious and then the Asper School of Business at the University organizations, which includes experience in audits of of Manitoba . He is a CPA with more than twenty years federal grant programs under the Uniform Guidance . of experience as a CFO, Controller, and IT Manager for a variety of companies and ministries . In his current Chad works with colleges and universities and religious role with Plains Edge Consulting Inc ., he continues institutions, performing audits, financial statement to serve multiple organizations as consultant, coach, assurance, and internal control reviews as well as and CFO . While at home with financial and technical various consulting services . Chad is involved with CLA’s details, he is determined to get the numbers to make in-house training program and has delivered technical sense to management . He celebrates being part of a training on the topics of new accounting standards, new team that moves an organization toward excellence and auditing standards, and student financial aid auditing . effectiveness . Pat and his wife Judy, with their teenage and young adult children, make their home near Steinbach, Bill LeClaire Manitoba . If not working or at home with his family, Pat can usually be found out training for his next triathlon . Principal, CliftonLarsonAllen LLP Bill is a principal in the in the Higher Education Group of CLA . He has over 35 years of experience in public David McMillin accounting, primarily serving nonprofit organizations Vice President of Campus Operations, including colleges and universities and religious Ozark Christian College organizations . David McMillin serves at Ozark Christian College as Vice President of Campus Operations which is currently comprised of the Business Office, Physical Plant,

38 (877) 303-8666 Bookstore, and Mail Center . He has just completed 30 of technology solution provider NBH Solutions, and his years in this position . Prior to joining the administrative successes there include Banner project management team at OCC, he worked in public and industrial and supervision at the University of the Virgin Islands, accounting . David earned his bachelor’s degree in the design of a state-wide longitudinal data system for Accounting from Ball State University . He has served the Governor’s P-16 Council of New Hampshire, and a in various church roles . He and his wife Jennifer live state-wide IPEDS reporting system and Cognos business in Webb City, Missouri, and have two children (three intelligence solution for the Board of Higher Education, counting the son-in-law) . Commonwealth of Massachusetts . Richard also served as Area Vice President at Jenzabar, a leading technology provider for higher education, as well as General Manager Drumm McNaughton for National Sales Support at Collegis, a technology Chief Executive Officer, The Change Leader management firm also focused on higher education . Dr . Drumm McNaughton is an international strategic Earlier in his career, Richard was Chief Information management pioneer, change management innovator, Officer at Daytona Beach Community College . and governance expert . With P&L experience in Richard holds a Master of Arts in Education and a multiple industries, he has stimulated transformation Bachelor of Arts in Psychology from the University and propelled double-digit growth from startups to of South Florida, and an Associate of Arts from Fortune 500 through innovative approaches to strategy Hillsborough Community College . planning/implementation, succession planning/talent management and culture change . He has extensive international experience, having lived overseas 19 years Dave Moja and worked/traveled in 50+ countries . His change CPA, Moja & Company initiatives and counsel have resulted in adding over $500 Dave Moja is a CPA in , Florida, and Colorado . At million to organizations’ bottom line . Dr . McNaughton Moja & Company he works closely with private colleges currently serves as Chair & CEO of The Change and seminaries . He is a member of the AICPA’s Not- Leader, a management consultancy that improves for-Profit Advisory Council (Current Chair) and a former Christian higher education institutions . They specialize member of the IRS’ Advisory Committee on Tax Exempt in strategic management (planning, positioning, org and Governmental Entities (ACT) . Dave conducts redesign, and implementation), change management, workshops and delivers products on Form 990, financial academic/business operations, accreditation, leadership statement issues, executive compensation, political capacity building, culture change, and governance issues, and unrelated business activities . He speaks (board and faculty) . He earned his Ph .D . and M .A . in extensively at accounting and tax seminars across the Human & Organizational Systems from the Fielding country, including the AICPA’s annual Not-for-Profit Graduate Institute, and a B .S . in Physics from the U .S . Industry Conference and Governmental and Not- Naval Academy . He and his wife live in Albuquerque, for-Profit Training Program; the Christian Leadership New Mexico, and he enjoys golf, traveling (especially Alliance National Conference, National Association of to Hawaii), reading, and working out . College and University Business Officers annual Tax Forum; and the ABACC Conference . Dave earned his Richard Middaugh bachelor’s degree from Florida State University . Senior Vice President, Dynamic Campus Richard offers customers an unwavering commitment to finding technology solutions that fit . During his tenure with the company, he has personally helped more than 30 higher education institutions select Complete the survey at myABACC.org by and successfully deploy technology solutions . Before Friday, March 6, for a chance to win a free joining Dynamic Campus, Richard was the President ABACC 2021 Conference registration! myABACC .org 39 MEET OUR SPEAKERS

Dee Mooney the ABACC Conference, and Lifestyle Giving mentoring Vice President for Finance, Toccoa Falls College events . Mr . Richwine began his career in the financial Dee Mooney is the Vice President for Finance at Toccoa services industry in 2005 and has worked for Home Falls College, providing oversight of Accounting & Depot, Raymond James, SunTrust Robinson Humphrey, Finance, Financial Aid, Human Resources, and Business and Deloitte . In 2013 he joined Cornerstone Management, Services . Dee holds a B .B .A . in accounting from Baylor a national RIA firm providing comprehensive turn-key University, a M .A C. C. . from University of Tennessee solutions for institutions seeking assistance in the at Chattanooga, and a D .Ed .Mn . from Southwestern asset management and administration of Endowments, Baptist Theological Seminary . She is also a CPA . Donor Advised Funds, Charitable Remainder Trusts, and Charitable Gift Annuity programs as well as various other Dee has served in financial management and teaching split-interest gifts . roles in Christian Higher Education for more than thirty years including positions at Palm Beach Atlantic University, Bryan College, University of the Southwest, Nancy Schoonmaker and Cornerstone University . She also has considerable Vice President for Business Affairs & Chief experience in the for-profit sector having worked in Financial Officer, Indiana Wesleyan University public accounting and with a major corporation . Dee Mrs . Nancy Schoonmaker currently serves as the has been active in Christian university business officer Vice President of Business Affairs and Chief Financial organizations for many years serving in volunteer Officer at Indiana Wesleyan University (IWU) in Marion, leadership capacities with both the Council of Christian Indiana . At IWU, Mrs . Schoonmaker is responsible Colleges and Universities CFO Commission and the for the Controller’s Office, Information Technology, Association of Business Administrators of Christian Legal Affairs, Compliance, Risk Management, Human Colleges Board of Directors . She has also served on the Resources, and Institutional Financial Aid for the Small Institutions Council for the National Association University . Mrs . Schoonmaker is a graduate of the of College and University Business Officers . She has University of Virginia’s McIntire School of Commerce . presented on financial and spiritual topics at various She earned her M B. A. . from Cornerstone University and is conferences . Dee is married to Tim . They have two currently pursuing her D .B A. . degree at Indiana Wesleyan . married children and three grandchildren . She enjoys She is a licensed CPA and practiced public accounting reading, Bible study, mentoring college students, in Washington, DC, with KPMG . Subsequently, she coffee dates with her husband, watching movies served as the Manager of Financial Reporting for with her family, spending time with her children and Intelicom in Rockville, Maryland . She has spent most grandchildren, travel, and serving in her local church . of her career focusing on the not-for-profit sector . She has served as the Director of Operations at Calvary Church, a large non-denominational church in Grand Winters Richwine Rapids, Michigan, and immediately prior to joining IWU Chief Operating Officer, in March of 2014, Nancy served as the VP and CFO at Cornerstone Management, Inc. Cornerstone University in Grand Rapids, Michigan, for Mr . Richwine is an enthusiastic speaker on investment five years . In addition to her work as a board member and governance topics for Christian organizations . He of ABACC, Mrs . Schoonmaker has served as a co- discusses investment results and provides economic chairwoman and facilitator of the Women’s Leadership updates to client investment committees and boards . Development Forum at Calvary Church in Grand Rapids, Mr . Richwine also guides client staff members on a Michigan . She is currently serving on the board of her number of investment, planned giving, and donor local church, Treasurer of the Crossroad’s District of relationships issues . Mr . Richwine has spoken at the the Wesleyan Church, and as a Commissioner of the Christian Leadership Alliance’s Outcomes Conference,

40 (877) 303-8666 CCCU CFO Commission . She is a frequent presenter He also reads to elementary classes throughout the year to numerous groups on topics related to her profession . as part of Big Brothers Big Sisters of Northeast Indiana’s Mrs . Schoonmaker and her husband have been married Real Men Read program . Adam is a Magna Cum Laude since 1989 and have three children . graduate of Western Kentucky University, Bowling Green, with a B .S . degree in accounting . Jay Schulman National Leader, Blockchain and Digital Assets, Jeff Spear RSM US LLP Chief Executive Officer/Founder, Bringing together all of the services across RSM including CFO Colleague Audit, Tax, and Consulting, Jay leads the firm’s capability Jeff Spear is a seasoned higher education executive in addressing both enterprise blockchain technology with more than 20 years of experience as a CFO for and the adoption of digital assets such as bitcoin . With small, private institutions including Houghton College, 20 years of experience in information security and Mount Vernon Nazarene University and Southeastern technology innovation, Jay helps clients think through University, where he works today . In addition to his the overall risk of adopting blockchain and digital assets primary responsibilities, Jeff has also served as a finance and how to mitigate those risks through operational specialist on visitation teams for the Middle States security and proper implementation of the technology . Accreditation Association and taken on various roles for NACUBO and the Council for Christian Colleges and Universities Commission on CFOs . Prior to academia, Adam Smith Jeff was co-owner of an Eastman Kodak spinoff, CFO Partner, BKD, LLP of a public company and Controller of an investment Adam is a member of BKD National Higher Education banking firm—a diverse background responsible for Group and the BKD Center of Excellence for Higher the unique perspective he brings to the challenges Education . He has more than 15 years of experience facing higher education today . A frequent presenter on providing assurance services to numerous higher financial modeling and quantitative analysis at higher education institutions and other not-for-profit educational conferences, Jeff recognized that many organizations . His time in practice also includes significant of concepts he once used to account for activity in involvement in providing audit services in accordance the manufacturing world could be transformational with Government Auditing Standards and Uniform when applied to schools . Beginning with a handful Guidance . His experience includes implementing new of pioneering clients, Jeff launched CFO Colleague Financial Accounting Standards Board pronouncements, in 2013 . Just five years later, the practice has grown to performing program economic and margin analysis; include engagements at more than 80 institutions . His other operational reviews and risk assessments, financial current post at Southeastern University is the result of forecasting and feasibility studies, significant financial one such interim leadership engagement that evolved and benchmarking analyses, financial forecasting and into a permanent position in 2017 . With Southeastern’s feasibility studies, internal audit engagements, and encouragement and support, Jeff continues to lead CFO assisting with compliance issues . He also has served as Colleague while serving the University, an arrangement an instructor for firmwide training on student financial that allows him to stay current while continuing to assistance compliance audits . He has served more than learn in a constantly changing environment . Outside 20 higher education institutions and currently works with the office, Jeff has served on numerous nonprofit and 14 institutions on an annual basis . He is a member of the community development committees and councils, American Institute of CPAs and Indiana CPA Society . He including service as treasurer and a program volunteer currently serves on the finance committee and board at for the Winter Sanctuary, a shelter for homeless persons Community Harvest Food Bank of Northeast Indiana . in his previous home of Mount Vernon, Ohio . He currently lives in Lakeland, Florida, and shares seven precious grandchildren with his wife Janine . myABACC .org 41 MEET OUR SPEAKERS

Scott Stewart administration of Endowments, Donor Advised Funds, Vice President & Chief Financial Officer, Charitable Remainder Trusts and Charitable Gift Annuity Cornerstone University programs as well as various other split-interest gifts . Mr . Scott has served in the Accounting & Finance office at Taylor joined Cornerstone in 1997 as a Financial Analyst Cornerstone University for over 30 years . He graduated and assumed the role of Portfolio Manager and Principal from Cornerstone University in 1987 with a bachelor’s in 1999 . Mr . Taylor has over 17 years of investment degree in Business Administration & Accounting and consulting experience and holds the prestigious immediately began working as the Business Office Chartered Financial Analyst (CFA) designation (2003) . Manager . He earned his M .B .A . degree from Grand A Presidential Scholar, Mr . Taylor graduated Summa Cum Valley State University in 1992 and took on the role of Laude from Bryan College (1995), having earned a B .S . in Accounting Manager & Director of Human Resources . Business Administration with a concentration in Finance . In 1997, he turned over the Human Resources duties to a new full-time director to begin his role as the Controller . Chant Thompson Starting in 2009, he spent 3½ years as Controller Executive Director, North American Coalition & Director of Student Financial Services where he for Christian Admission Professionals supervised the financial aid and student account functions . Chant Thompson has served as the Executive Director In 2013, his title changed to Controller & Compliance of NACCAP for the past 26 years . The North American Coordinator taking on the responsibilities of coordinating Coalition for Christian Admissions Professionals, Inc ., federal regulations across campus departments and risk established in 1970, serves over 365 private colleges, management . In January 2019, he assumed the role of universities, graduate schools, private secondary Vice President and Chief Financial Officer . schools, and seminaries across North America . NACCAP provides professional development and collaborative Rick Taphorn initiatives to empower its members to effectively Vice President for Business Affairs, advance enrollment and broaden the awareness of the Union University educational opportunities available on all of the member Rick serves at Union University as Vice President for campuses . Prior to his current position, Thompson Business Affairs overseeing Business Affairs and Human served as Dean of Students and Dean of Enrollment Resources . Prior to Union, he served at Bryan College as Management at Huntington University for 15 years . Vice President of Finance and Enrollment and Missouri As an active community member, Chant is part of a Baptist University as Director of Financial Services . Rick number of organizations including membership on the earned an M .B .A . from the University of Tennessee Pathfinder Services Foundation board, Northern Indiana at Chattanooga and a bachelor’s degree in business Youth for Christ board and chairman of the elder board administration from Tennessee Temple University . He at his church . Chant has also been an active part of and his wife, Roanna, live in Jackson, Tennessee, and Pathfinder’s Excellence in Governance team, which has have two children . given him the opportunity to participate in a number of NeighborWorks workshops . Thompson has been married to Marcia, a journalist, for 44 years and they have three Bryan Taylor grown sons and three grandchildren . Chief Investment Officer and Chief Executive Officer, Cornerstone Management, Inc. Cornerstone is a national RIA firm providing comprehensive turn-key solutions for institutions seeking assistance in the asset management and

42 (877) 303-8666 Nick Wallace program, tax administration for charitable trusts, and Director, BKD, LLP external reporting for federal student financial aid Nick is a member of BKD National Not-for-Profit Group, programs . His industry experience includes serving BKD National Governmental Group and BKD National as a chair of the Audit and Business Higher Education Group . He has more than 30 years Affairs Committees . In addition, during his six-year of experience providing audit and advisory services term with the Association of Biblical Higher Education to private colleges, schools, churches, social service (ABHE) accrediting association, he chaired the Financial agencies, and other not-for-profit organizations . He Exigency Committee . Nick is a noted speaker at national provides advisory services to private college boards and and regional industry conferences and has authored top administrators and oversees audit engagements . articles, seminars, and publications for the Association Nick has experience with endowments, major gifts, of Governing Boards of Universities and Colleges, annual funds, accounting operations, accreditation, and National Association of College and University Business strategic not-for-profit management . Prior to joining Administrators, ABACC, the Association for Biblical BKD, he was with a national niche firm providing Higher Education, Christian College Consortium, and audit and advisory services to private colleges and Council for Christian Colleges & Universities . Nick is other not-for-profits nationwide . Before that, he a member of the American Institute of CPAs, Indiana worked for a large west coast private university and CPA Society and National Association of College and was responsible for developing and implementing University Business Officers . He is a 1979 graduate of internal accounting procedures for the planned giving California State University, Fullerton, with a B .A . degree in business with an accounting concentration .

myABACC .org 43 UPCOMING EVENTS

MARCH 25, 2020 | WEBINAR APRIL 22, 2020 | WEBINAR The Campus Welcome Experience— The Sophisticated Financial Strategist Optimizing First Impressions Learning Objectives Learning Objectives Attendees will be able to: Attendees will be able to: • Describe the differences, perspectives and roles • Identify how the initial impression impacts enrollment between management accounting and financial decisions; accounting; • Improve initial impressions without spending a lot • Describe the various types of expenses and how they of money; and affect predictability and, ultimately, the bottom line; • Clarify best practices in admission office/welcome • Integrate cost correlation analysis into your budgeting center function and location on campus . processes; • Determine the cost behavior impact on budgeting; and APRIL 15, 2020 | WEBINAR • Determine how best to leverage technology Top 10 Ways to Help Your Team to integrate learned budgeting techniques into Understand Their Healthcare Plan operations . Learning Objectives Attendees will be able to explain to employees how to use their health care plan .

Mark Your Calendar Come back to the Florida Hotel & Conference Center Orlando, Florida

2021 62nd Annual Conference February 22–26

2022 63rd Annual Conference February 21–25

44 (877) 303-8666 CPE Credits 1 . Using this worksheet during the conference, please evaluate each session you attended in its entirety . Early departure from a workshop disqualifies you for CPE credits .

2 . Complete the “Apply for CPE Credits” online application found in the ABACC Conference CPE Credits section of myABACC org. .

3 . Remit the processing fee .

You will receive an email when your Certificate of Completion is available in your ABACC Member Profile. Prerequisite requirements were appropriate and sufficient . appropriate were requirements Prerequisite to the and contributed relevant were materials Program . was effective Presenter Stated learning objectives were met . were learning objectives Stated . of learning objectives achievement . Time allotted was appropriate

Monday: Business Office 360°— Part (requires1 additional registration) 8 Basic credits Business Management & Organization/Auditing/Specialized Knowledge/ Finance/Information Technology/Personnel & Human Resources/Business Law/ Personal Development

Tuesday: Business Office 360°— Part (requires2 additional registration) 8 Basic credits Business Management & Organization/Auditing/Specialized Knowledge/ Finance/Information Technology/Personnel & Human Resources/Business Law/ Personal Development

Tuesday: CapinCrouse Higher Education Super-Session 5 Basic credits Accounting/Auditing/Finance/Regulatory Ethics/Business Management & Organization Presenters: Dan Campbell, Ted Batson, Brian Taylor, and Jan Haas

Wednesday: Managing Conflict in the Cabinet 1 .5 Basic credits Personal Development Presenter: Jairy Hunter

Wednesday: Legal Update 2020: Mission-Focused Compliance 1 .5 Basic credits in Turbulent Times Business Law Presenter: Ellen Babbitt

Wednesday: Our Iceberg Is Melting: Changing & Succeeding 1 .5 Basic credits Under Any Conditions Business Management & Organization Presenter: Nick Wallace

Wednesday: Team Development Series: Transforming 1 .5 Basic credits a Dysfunctional Department Business Management & Organization Presenter: Duane Kilty

Wednesday: Accounting & Tax Update/2020 Higher Ed Outlook 1 .5 Basic credits Accounting Presenters: Adam Smith and Gary Bishop

Wednesday: Improving the Bottom Line Through Streamlining, 1 .5 Basic credits Information & Enterprise Business Management & Organization Presenter: Dave Moja

Wednesday: Tuition Resets: Are We Giving Away the Farm? 1 .5 Basic credits Specialized Knowledge Presenters: Paul Blair and Rick Taphorn

myABACC .org 45 CPE Credits 1 . Using this worksheet during the conference, please evaluate each session you attended in its entirety . Early departure from a workshop disqualifies you for CPE credits .

2 . Complete the “Apply for CPE Credits” online application found in the ABACC Conference CPE Credits section of myABACC .org .

3 . Remit the processing fee .

You will receive an email when your Certificate of Completion is available in your ABACC Member Profile. Prerequisite requirements were appropriate and sufficient . appropriate were requirements Prerequisite to the and contributed relevant were materials Program . was effective Presenter Stated learning objectives were met . were learning objectives Stated . of learning objectives achievement . Time allotted was appropriate

Wednesday: Team Development Series: Using Conflict for the Health 1 .5 Basic credits of an Institution Personal Development Presenter: Duane Kilty

Wednesday: What I’ve Learned About Ratio Analysis Over the Last 35 Years 1 .5 Basic credits Finance Presenter: Nick Wallace

Wednesday: Sophisticated Excel Usage for the CFO 1 .5 Basic credits Computer Software & Applications Presenter: Pat Martens

Wednesday: Building a Smart Campus for the Future 1 .5 Basic credits Information Technology Presenter: Eric Koch

Wednesday: Team Development Series: Tales from the Road 1 .5 Basic credits Business Management & Organization Presenter: Jeff Spear

Thursday: Difficult Choices: Problem-Solving in Changing Times 1 .5 Basic credits Management Services Presenter: Jairy Hunter

Thursday: Changing Enrollment Patterns: Financial Forecasting 1 .5 Basic credits & Mitigating the Impact Finance Presenter: John Dysart

Thursday: Achieving Strategic Enrollment Health 1 .5 Basic credits Management Services Presenter: Tim Fuller

Thursday: Team Development Series: Using Dashboards to Tell Your Story 1 .5 Basic credits Communications & Marketing Presenter: Chad Lassen and Bill LeClaire

Thursday: Enterprise Risk Management on Today’s College Campus 1 .0 Management & the Role of Information Technology Services Management Services/Information Technology 0 .5 Information Presenters: Suzanne Davis and Richard Middaugh Technology Basic credits

46 (877) 303-8666 ABACC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors . State boards of accountancy have final authority on the acceptance of individual courses for CPE credit . Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 . Website: www.nasba.org .

All credits awarded are Basic Level. Prerequisite requirements were appropriate and sufficient . appropriate were requirements Prerequisite to the and contributed relevant were materials Program . was effective Presenter Stated learning objectives were met . were learning objectives Stated . of learning objectives achievement . Time allotted was appropriate

Thursday: Next Step: Do I Stay or Do I Go? 1 .5 Basic credits Personal Development Presenters: Dee Mooney, Scott Stewart, David McMillin, and Doug Jones

Thursday: Health Care Alternatives: Member Case Studies 1 .5 Basic credits Personnel/Human Resources Presenters: Paul Blair, Nancy Schoonmaker, and Ashley Green

Thursday: Team Development Series: Solutions from Outside 1 .5 Basic credits Higher Education Business Management & Organization Presenter: Drumm McNaughton

Thursday: Employee Engagement & Employee Satisfaction 1 .5 Basic credits Personnel/Human Resources Presenter: Nancy Schoonmaker

Thursday: Collaboration: All Talk & No Action 1 .5 Basic credits Management Services Presenters: Jan Haas, Darren Campbell, and Fred Gore

Thursday: Development & Finance—Teamwork in Charitable Gifts 1 .5 Basic credits Business Management & Organization Presenters: Bryan Taylor and Winters Richwine

Thursday: Team Development Series: GenZ & Beyond 1 .5 Basic credits Specialized Knowledge Presenter: Chant Thompson

Thursday: An Engaged Family’s Perspective on the Future 1 .5 Basic credits of Christian Higher Education Regulatory Ethics Presenter: Don King

Thursday: Religious Freedom in Jeopardy: Responding to Developments 1 .5 Basic credits in DC & Beyond Regulatory Ethics Presenter: Greg Baylor

Thursday: Blockchain: Disrupting the Future of Higher Education 1 .5 Basic credits Specialized Knowledge Presenter: Jay Schulman

Thursday: Team Development Series: Lions & Tigers & Trends, Oh My! 1 .5 Basic credits Business Management & Organization Presenter: Tim Fuller myABACC .org 47 ANNUAL MEETING OF THE MEMBERSHIP

Agenda Call to Order: Rob Hartman, ABACC President The Florida Hotel and Conference Center, Consent Agenda: Rob Hartman, ABACC President Orlando, Florida • Minutes of the 60th Annual Meeting February 27, 2020 • Treasurer’s Report

Welcome and Introduction of Our Sponsor: Introduction of New Board Member: Rick Taphorn, Rob Hartman, ABACC President Governance Committee Chair

Words From Our Sponsor: Doug Brown, Executive Director’s Report: Bruce Hoeker, Pioneer College Caterers ABACC Executive Director

Prayer: Rob Hartman, ABACC President Other Business: Rob Hartman, ABACC President

Lunch: Sponsored by Pioneer College Caterers Adjournment

48 (877) 303-8666 Minutes of March 1, 2019 Rob Hartman, ABACC Board President, presented the Annual Meeting of the Membership President’s Report . Rob reminded us of the numerous The Wyndham Orlando International Resort resources available to us because of our membership with ABACC and encouraged us to reach out to other The Annual Meeting of the Membership was called to business officers in an effort to connect them to the order by President Rob Hartman . Rob welcomed the resources we’re all enjoying . Rob reminded us that we attendees and opened the business meeting . have a responsibility as a member to let others know The minutes of the Annual Meeting of the Membership about the help they can receive from belonging to held on February 15, 2018, were presented by Nancy ABACC . He also encouraged our experienced business Schoonmaker, Secretary . A motion was made and officers to reach out to our newer business officers and seconded to accept the minutes as presented . Motion mentor, support and encourage them as they develop approved . their skills .

The Treasurer’s Report was presented by Dee Mooney . Bruce Hoeker presented ABACC’s Founders Awards . ABACC experienced a $26k increase in net assets, cash Doug Jones (Westmont College) received the Frederick position is strong noting that we have $100k in cash A . Spurgat Volunteer of the Year Award in recognition reserves for potential disruption of future conferences of his 10 years of exceptional board service . Dave or other unplanned events . The Board of Directors Moja (CapinCrouse) received the Leroy E . Johnson approved a different approach for the audit this past Outstanding Service Award for his service to the year . A compliance audit instead of a GAAP audit was membership over the past many years . Louis Hardcastle performed . Members were invited to reach out to Dee (Luther Rice College & Seminary) received the Charles or any Board Member if they have questions or concerns . L . Henderson Innovator’s Award for his innovative work at his institution as well as his work creating a successful Doug Jones, Governance Committee chair presented veteran’s education association . Leota Fred (Montana the ballot for those running for election or re-election . Bible College) received the H G. . Faulkner Distinguished These individuals were introduced to the membership . Business Officer of the Year Award for her outstanding Governance committee considers multiple factors when achievement in business and financial management at considering board members (geographic representation, her institution . institution size, gender diversity, etc .) . Time was given for individual institutional members to vote (one vote Doug Jones reported that all board nominees were per institution) . successfully elected to the Board .

Executive Director, Bruce Hoeker, presented the Rob Hartman concluded the meeting . Executive Director’s annual report . He updated the Respectfully submitted, membership on several new resources available to them Nancy Schoonmaker, ABACC Secretary and referred members to their Welcome Kit packets and the ABACC website for more, detailed information . He reminded the membership that the Association is always working hard to keep costs low for members and would be slightly reducing membership dues for the coming year as we ready ourselves for new growth . Bruce provided special thanks to those providing scholarships to help send business officers to the Conference, to our exhibitors and sponsors for making this event possible, and to our Board of Directors for their hard work over the past year . He closed his report with an invitation to join us next year at the Florida Hotel .

See next page for ABACC Financial Report »

myABACC .org 49 ANNUAL MEETING OF THE MEMBERSHIP

Greetings ABACC Member Institution Representatives: Actual-to-budget performance is monitored each month as part of the monthly financial reports prepared and The year ended April 30, 2019, was another year of good provided to all members of the ABACC Board of Directors . financial performance for ABACC . The Statement of Financial Position and Statement of Activities as of James H . Quist, CPA, prepared and the Board of Directors April 30, 2019, reflect an increase in Total Net Assets approved the Form 990 . A complete copy of the Form of $26,250 compared to $26,224 for FY18 . There was an 990 is available on the ABACC website at myABACC .org . increase in Cash and Investments of $69,939 due in part We welcome any questions you may have and appreciate to the payment in FY19 of a large non-operating revenue the opportunity to serve the members of this great receivable at April 30, 2018 . Summarized financial organization as we all seek to serve God by serving statement information is provided below . our students . Cash reserves are maintained as a contingency should Blessings, there be any unforeseen events related to the Annual Dee Mooney, ABACC Treasurer Conference (weather emergencies, etc ). or unplanned loss of our Executive Director .

ABACC Statement of Financial Position 4/30/18 4/30/18 Cash and Investments $ 261,409 $ 191,470 Other Current Assets 16,613 40,411 Total Assets $ 278,022 $ 231,881 Current Liabilities $ 25,865 $ 5,974 Net Assets 252,157 225,907 Total Liabilities and Net Assets $ 278,022 $ 231,881

Statement of Activities Income—Operating $ 547,369 $ 566,950 Income—Non-recurring — 27,000 Expenses 521,119 567,726 Change in Net Assets $ 26,250 $ 26,224

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