72nd Annual Meeting SACUBOSACUBO 20002000 The Southern Association of College and University Business Officers Louisville, Kentucky April 16 – 18 2 72nd Annual Meeting SACUBO 2000 The Southern Association of College and University Business Officers Contents Welcome . 3 General Session Speakers. 4 Concurrent Sessions . 5 Lunch Speakers . 8 Golf Tournament Information. 8 Conference Registration Form . 9 Golf Tournament Registration Form . 10 Hotel Information . 11 Hotel Registration Form . 12 General Information. 13 Annual Meeting Schedule . 14 Evening Events . 15 Tour Information . 16 Tour Registration Form . 18 Exhibitors . 19 SACUBO Sponsors . 19 SACUBO 2000 Website: www.nacubo.org/website/regions/sacubo/Louisville.htm Welcome! 3 Louisville...Looeyville...Lewisville...Louahvul! Everyone has his or her own way of saying it to a single horse race and open every day but Derby because everyone has a personal feel for this city, Day? We’re also home to the world famous which is the centerpiece of the country. Louisville is Louisville Slugger baseball bat museum. Louisville at the center of what’s old and new, of the north and Stoneware is made right in the heart of the city and the south, of what’s trendy and traditional. Louisville boasts some of the most beautiful pottery patterns is also within a day’s drive of more than half the anywhere. Our very own Belle of Louisville, a population of the United States, which puts us at the national landmark, is the oldest Mississippi-style heart of this land. Louisville is not just a place. It’s sternwheeler in the country. Tour our museums, our an idea...an idea as beautiful as the foals that run richly interpreted historic homes such as the through the pastures in springtime...as unique as the Farnsley-Moremen Landing and take a drive through ladies’ hats on Derby Day...as distinct as the hand- “horse country.” Few cities the size of Louisville can made crafts available in shops...and as miraculous boast their own ballet, orchestra, regional repertory as the constant friendly smiles that personify the theater, children’s theater, opera, dinner theater and meaning of hospitality. Just one visit and you will Shakespeare festival. Louisville can. There’s so much never forget. to do, you’ll want to keep coming back. Don’t miss this great opportunity to find out what Louisville is Louisville is home to many one-of-a kind attractions all about! guaranteed to keep you coming back. We are home to the most exciting two minutes in sports, the Visit Louisville on the Internet at incomparable Kentucky Derby. But did you know www.louisville.com. also that we’re home to the Kentucky Derby Museum, the only museum in the world dedicated Louisville Waterfront Park Photo by Tim Buckley 4 General Session Speakers Jeanne Robertson Dr. Bill Metcalfe A 6’2” former Miss “Techno Shift: Are you a America contestant, a 20th century thinker in a great basketball player 21st century world?” Dr. and later a great bas- Metcalfe is a techno- ketball coach and the motivator who will bring former Miss North a high-tech message in a Carolina, she is one of very entertaining and pro- the funniest, busiest ductive manner. Dr. and most popular pro- Metcalfe also will con- fessional speakers in duct two break out ses- America today. Her sions Tuesday afternoon message is guaranteed to entertain and educate. in which he will give more detail on the Internet, SACUBO has a real treat in store with Jeanne how we can integrate technology into our everyday Robertson. practices, and how technology will affect everyone’s business. You won’t want to miss this content-filled presentation by this professional speaker. Bryan Townsend This southern boy will bring his topic Dr. Dale Henry “Hitching Up a So popular at the 1998 Winning Team” to SACUBO annual meet- SACUBO with focus ing, Dr. Henry has on teamwork and agreed to come to organization. His Louisville for a repeat southern style of performance. This humor will help us engagement not only improve our work life, will include a general home life, professional session, (we all remem- life and civic life through better relationships and ber the Dallas general better team work. session) but also two break out sessions on Tuesday afternoon. Dr. Henry will deliver two individual topics that are guaranteed to be both content filled and entertaining. What a day Tuesday will be for SACUBO! SACUBO 2000 Concurrent Sessions 5 Infrastructure Assets be a public information specialist, and later an oper- Elizabeth Foster and Carlos Johnson of KPMG ations analyst for the Federal Reserve Bank of San Francisco before returning to his alma mater. Elizabeth Foster is the partner-in- charge of the Virginia public sector Session of Vision: The SACUBO Think Tank practice. She has 17 years experi- This will be a roundtable discussion including: Jerry ence specializing in assurance and Schaffer, University of Florida; Joe Carter, Western performance improvement consult- Carolina University; Pat Gustavson, John Brown ing services, including business University; Danny Flanigan, Spelman College; Bill process reengineering and depart- Dixon, Wytheville Community College mental operations reviews. Ms. Foster’s clients primarily include colleges and universities and local governments. Community College Related Sessions Surviving and Thriving in the Techno World Carlos Johnson is a licensed certi- Dr. Francette Carnahan fied public accountant with 22 years experience in the practice of Francette Carnahan is a professional educator with higher education, government, not more than 20 years experience in higher education for profit, financial institutions and settings. She has held a variety of positions in higher retail accounting. He is well education ranging from student secretary to director acquainted with the needs, finan- of evening programs, director of student services & cial requirements and business of registrar and vice president in the areas of student higher education, government, financial institutions, development and community and economic devel- distribution and merchandising. Mr. Johnson leads opment. Dr. Carnahan also participated in the “real training seminars for KPMG Peat Marwick LLP and world,” having had jobs as a school bus driver, early at the national and state level for various profession- childhood teacher aide and plow-hand on her fami- al associations. ly’s farm. She is currently implementation project manager for the Colleague student system at Dallas Purchasing Cards: How Would They County Community College District, Dallas, Texas. Help My University? Jack Potz and Craig Kispert Customer Service in the Community College Environment Jack Potz joined Commonfund Treasury in 1992. He Dr. Michael McCall has 24 years of treasury management experience emphasizing liquidity management. Mr. Potz previ- As president of the Kentucky ously was the assistant treasurer – cash management Community and Technical College for Union Carbide Corporation, where he worked in System, Dr. McCall oversees a sys- all areas of treasury. He was a founding member of tem that has an annual budget of the National Corporate Cash Management about $330 million and serves Association. about 45,000 credit-seeking stu- dents and 100,000 students in non- Craig Kispert, CPA, is currently the executive direc- credit training programs for busi- tor of finance and budget at Seattle Pacific ness and industry. The system is composed of 28 University. Prior to this assignment he served as colleges with 50 campuses. Prior to his appointment assistant controller, controller, and director of as the founding president of KCTCS, Dr. McCall finance. Mr. Kispert is an alumnus of SPU, where he served as executive director of South Carolina’s received his BA in Finance in 1988. He earned his comprehensive technical colleges and provided MBA from Seattle University while working as a cost leadership for South Carolina’s economic develop- accountant for the Boeing Company. He went on to ment training programs. 6 Concurrent Sessions (cont.) Small Institution Related Sessions Comprehensive University Organization Structure in the Private Institution Related Sessions Dr. Jairy Hunter Disaster Planning Preparedness Tom Mackel, Bob Fagin and Jane Helm Jairy Hunter is currently president and professor of management at Tom Mackel is currently director of public safety at Charleston Southern University. the State University of West Georgia. He formerly Prior to this position, Dr. Hunter was employed at Emory University, where he rose held a number of positions at insti- from public safety officer to deputy director. During tutions of higher education, his tenure at Emory he served as patrol officer, including dean of business at Blue investigator and crime prevention and fire safety Ridge Technical Institute; dean of officer. student services and associate professor at Appalachian State University; vice president of Bob Fagin has a wide range of Broward Community College, vice chancellor for experience in administrative posi- business and development, and professor of tions at a variety of public organi- accounting and management at the University of zations. He is currently the vice North Carolina at Wilmington. president for administration and finance at the University of North Space Allocation in an Academic Setting Florida, where he is responsible Dr. Ken Brooks for providing the full range of sup- port services to the university. Mr. Fagin previously Ken Brooks has worked in a vari- held the position of director, Office of ety of settings