Meeting Information2025 Summer ConferenceJune 29-July 1, 2025
Kalahari Resort
Round Rock, Texas 2025 Winter ConferenceJanuary 26–28, 2025 2024 Primary Members RetreatOctober 13–15, 2024 Executive Committee Meetig
Replacing an ERP? What is the best solution?
Managing a multi-generational workforce - Bridging the Divide
The use of research and data analytics in Higher Education
The use of RPA at an HRI
Primamry Member Round Table
Legislative Update
SACSCOC Lessons Learned - Maximizing the Case for Compliance
2024 Summer ConferenceJuly 14–16, 2024 CPA's Guidebook for Ethical Behavior
Asset Management Committee Meeting
Health Related Institutes Committee Meeting
Budget Committee Meeting
Seeing the Bigger Picture: Discussion on Importance of Long Range & Extending Planning
Korn Ferry's Approach to Managing Talent, Succession and Compensation
President Panel Discussion
Is P3 right for your campus?
Primary Member Session
Student Services Committee Meeting
Accounting Committee Meeting
2024 Annual Outlook for Higher Education
Committee Reports
Texas Higher Education Coordinating Board
APC: Sub-Committee Tuition Discounting
April 01–01, 2024 2024 Winter ConferenceJanuary 21–23, 2024 Asset Management Committee Meeting
Executive Committee Meeting
Health Related Institutes Committee Meeting
Budget Committee Meeting
Welcome & Conference Briefing and Legislative Update
Your University Experienced A Cyberattack, Now What?
Unlocking Finance Productivity in Resource-Constrained Higher Education
Keynote: GenWHY Navigating a Multi-Generational Workforce
Addressing Deferred Maintenance: Proven Tools from the Toolkit
Primary Member Session
Student Services Committee Meeting
Accounting Committee Meeting
State of the Economy
Committee Reports
Unleashing Potential: AI in Higher Education
2023 Primary Members RetreatOctober 15–17, 2023 Executive Committee Meeting
Welcome
Self-Introductions
Rebranding TACUBO
Unleashing Potential: AI in Hgher Education
Jennifer Morelli, Principal - Grant ThorntonBreakout Discussion on Presented Topic
Change Management: Strategiies for Thriving Admist Transformation
Breakout Discussion on Presented Topic
Sucession Planning - Building A Legacy Through Culture and Talent
Katie Bell, Senior Client Partner, Global Account Lead - Korn FerryBreakout Discussion on Presented Topic
Primary Members Collaborative Session
Be Booksmart: A Study in Affordability and Convenience
Kathleen Hayes, Senior Vice President - Follett CorporationBreakout Discussion on Presented Topic
Centralizing the Finance Function
John McCall, Controller - Texas A&M UniversityClosing Remarks
2023 Summer ConferenceJuly 09–11, 2023 Asset Management Committee Meeting
Student Services Committee Meeting
Accounting Committee Meeting
State of SACSCOC
Sandra Jordan, Vice President - SACSCOCBenefits of a Digital-First Campus
Mary Perry, Vice President of Business Development & Strategic Accounts - Follett Higher EducationRoger Harvey, Director, Access Solutions - Follett Higher Education Guest Speaker - Jen Buck: Creating Golden Buzzer Moments
Jen BuckCash Management Overview
Monica Barria, Treasurery Manager - The University of Texas SystemBudget Committee Meeting
Primary Member Session
Health Affairs Committee
Top 10 Legislative Take Aways
Jordan Smith, Manager Higher Ed Team, Legislative Budget BoardKristina Butts, Vice Chancellor, Governmental Relations - Texas Tech University System Nora Velasco, Deputy Director, Legislative Budget Board Committee Reports
Student Health Center Finances
Dr. Emilio Carranco, Assistant Vice President, Student Success, Director, Student Health Center - Texas State UniversityKristin Schankel, Assistant Director, Student Health Center - Texas State University Monica Dowd, Associate Director of Business Services - UT Health Services 2023 Winter ConferenceJanuary 22–24, 2023 Asset Management Committee Meeting
Executive Committee Meeting
Student Services Committee Meeting
Accounting Committee Meeting
Welcome and Conference Briefing (Recap of Primary Meeting)
Carole Clerie, Associate Vice President, Human Resources, Texas State University
Veronica Salazar, Senior Vice President for Business Affairs, UTSA
Dr. Valarie Fleming, Assistant Vice President, Curriculum & Academic Programs, Texas State University
Dr. Vedaraman Sriraman, Associate Vice President, Academic Affairs, Texas State University Guest Speaker
Betsy Allen ManningLegislative Outlook: What to Expect
Jenny Jones, Vice Chancellor for Governmental Relations, The Texas A&M University SystemLauri Deviney, Deputy Vice Chancellor, The Texas A&M University System Primary Members Session
Budget Committee Meeting
Health Affairs - New Committee
Aaron Lemay, Interim Chief Business and Finance Officer, UTMB
Darren Bell, Assistant Director, Tax, University of Texas System John Reyes, Senior HR Business Partner, University of Texas System Melissa Steger, Associate Director, Office of Risk Management, University of Texas System Committee Reports
Closing Remarks
2022 Primary Members RetreatOctober 16–18, 2022 Welcome, Self-Introductions, Rebranding Discussion
Eric Algoe, TASSCUBO PresidentChange Management: Re-engineer Accounting/Finance/Date Informed Decision Making
Dr. Debbie Thorne, Associate Provost, Texas State University
Stephanie Scott, Vice President, Marketing, PaymentWorks
Primary Members Session
Attracting and Retaining Higher Education Talent in a Remote-First World
2022 Summer ConferenceJune 26–28, 2022 A CPA's Guidebook for Ethical Behavior
Allison M. McLeod, LLM, CPA, A PLLC, Speaker and AuthorStudent Business Services or Budget Committee Meeting
The State of Texas Economy
Glenn Hegar, Texas State Comptroller of Public AccountsCFO/Provost Fireside Chat
Dr. John Humphreys, Provost and Vice President, Texas A&M University-CommerceDr. Kimberly Andrews Espy, Provost and Senior Vice President for Academic Affairs - UTSA Tina Livingston, VP for Finance and Administration/CFO, Texas A&M University- Commerce Veronica Salzar, Chief Financial Officer and Senior Vice President for Business Affairs - UTSA Primary Member Session
Accounting, Asset Management or HSC Committee Meeting
Committee Reports
2022 Winter ConferenceJanuary 23–25, 2022 Student Business Services Committee
James Lock, Managing Director, J. P. Morgan
Stella Silva, Ph.D., Assistant Vice President, Institutional Inclusive Excellence-Faculty and Staff Initiatives and Interim Chief Diversity Officer, Texas State University CFO Fireside Chat
Aaron LeMay, Vice President, Financial Accounting and Reporting, The University of Texas Medical BranchAngie Wright, Vice President for Finance and Administration, Angelo State University Clayton Gibson, Vice President for Finance and Administration and Chief Financial Officer, University of North Texas
Charmaine Mazzantini, J.D., Associate General Counsel, Texas State University System
Sandra Horne, J.C., Associate General Counsel, Texas State University System
Daniel Harper, Vice Chancellor and Chief Financial Officer, Texas State University System
Susan Fitzgerald, Associate Managing Director, Moody's Primary Member Session
Budget Committee Meeting
Bobby Williams, Athletic Director, Sam Houston State University
Scott Schneider, Partner, Husch Blackwell Committee Reports
2021 Primary Members RetreatOctober 17–19, 2021 General Intro Session
Colin Kopreske, Managing Director, Educational Advisory Board
Suzanne Adnams, Vice President, Gartner Research
COVID Fatigue and You're Not Listening Talk
Kate Murphy, Journalist
Scott Schneider, Partner, Husch Blackwell
Primary Members' Reports Part I
Charmaine Mazzantini, General Counsel, Texas State University System
David Rejino, Assistant Vice Chancellor for State Relations, Texas A&M University System Primary Members' Reports Part II
2021 Summer ConferenceJuly 12–13, 2021 Asset Management or Budget Committee Meeting
Budget Committee Meeting
The Game Winning 3
Dave DavlinAccounting Principles Committee
Student Business Services Meeting
Commitee Reports
Primary Members Session
2021 Winter ConferenceJanuary 24–26, 2021 The State of the Texas Economy
Glen Hegar, Texas State ComptrollerChancellor Roundtable
Chancellor Brian McCall, Chancellor for The Texas State University SystemChancellor James B. Milliken , Chancellor for The University of Texas System Committee Reports Provided by Chairs
Primary Members Sessions
2020 Primary Members RetreatOctober 19–20, 2020
Nelly R. Herrera, General Counsel, Texas State University System
Sandra Horne, Associate General Counsel, Texas State University System Primary Member Session
First Day IntroSecond Day Intro
Second Day Intro
Jenny Jones, Vice Chancellor for Governmental Relations, The Texas A&M University System
Stacey Napier, Vice Chancellor for Governmental Relations, The University of Texas System 2020 Summer ConferenceJune 29–July 01, 2020 2020 Ethics WorkshopJune 29–29, 2020 2020 LAR WorkshopJanuary 26–28, 2020 2019 Budget Committee WorkgroupNovember 05–05, 2019 Asset Management Committee Meeting
AgendaBudget Committee Meeting
Agenda
Sheri Hardison, Associate Vice President for Financial Affairs & Controller | University of Texas at San Antonio
Tammy Anthony, Assistant Vice President for Budget & Financial Planning | University of Texas at San Antonio
Joseph Duron, Executive Director for Budget and Accounting | The Texas A&M University System
Lauri Deviney, Associate Vice Chancellor for Governmental Relations | The Texas A&M University System
April Barnes, Associate Vice President for Budget & Analytics | University of North Texas
Glen Nakata, Assistant Dean for Finance and Administration | University of North Texas Ignite the Burnedout: How Leadership Inspires the Disengaged
Jessica Rector, Consultant & Keynote SpeakerWhat is the Future of Our Economy
Jim Glassman, Head EconomistPrimary Members Session
Accounting Principles Committee
AgendaStudent Business Services Committee
Best Practices: Preparing for the Next Legislative Session
Jack Morton, Vice Chancellor for Government Relations | University of North TexasJenny Jones, Vice Chancellor for Government Relations | The Texas A&M University System 2019 Primary Members RetreatOctober 20–22, 2019 Round Table: Case Studies
Cesario Valenzuela, Vice President Business Affairs, University of Texas of the Permian BasinEric Algoe, Vice President, Finance and Support Services, Texas State University Mark McGurk, Vice President for Business Affairs, University of Texas at El Paso Provost Roundtable: Expectations of Academic Officers and What They Need from CFOs
Dr. Eugene Bourgeois, Provost and Vice President for Academic Affairs, Texas State UniversityDr. Inga Musselman, Vice President for Academic Affairs and Provost, The University of Texas at Dallas 2019 Summer ConferenceJuly 07–09, 2019 Accounting Principles Committee Meeting
Accounting Principles Committee AgendaStudent Business Services Committee Meeting
Andy Bennett, Deputy Chief Information Security Officer, Texas Department of Information Resources
Brian Braden, Executive Director & CTO, Information Technology, Angelo State University Douglas W. Fox, Associate Vice President of Information Technology & CIO, Angelo State University Jason M. Brake, Information Technology Security Officer, Angelo State University John Hoffman, Chief Technology Officer, Texas Department of Information Resources
Bob Brown, Sr. Vice President for Finance & Administration, University of North Texas
Margarita Venegas, Sr. Communications Strategist, Division of Finance & Administration, University of North Texas Primary Members Session
Primary Members AgendaAsset Management Committee Meeting
Budget Committee Meeting
Budget Committee Agenda2019 Winter ConferenceJanuary 27–29, 2019 Budget & Accounting Committee's Joint Meeting: Expenditure Cost Study
Joint Meeting Agenda
Lynne C. Schaefer, MBA, Vice President for Administration and Finance, University of Maryland, Baltimore County, Chair of NACUBO
Susan W. Johnston, Ph.D., President/CEO of NACUBO The State of Texas Economy
Glenn Hegar, Texas State ComptrollerHumor in the Workplace, Tackling Change with Humor!
Diana Jordan, Motivational SpeakerFrom Processing to Partnership: How Finance & Treasury Enhancements Can Move Your Institution Forward
Brian M. Thomason, Executive Director, JP Morgan TS Solutions Sales Spec. Sr.James Mauldin, CPA, CTP, Associate Vice Chancellor for Treasury and Reporting, University of North Texas System Michael D. Manna, Executive Director, JP Morgan, TS Solutions Sales Spec. Sr. Budget Committee Meeting
Budget Committee AgendaPrimary Members Session
Primary Members Session AgendaAccounting Principles Committee Meeting
Accounting Principles Committee AgendaAsset Management Committee Meeting
Asset Management Committee AgendaStudent Business Services Committee Meeting
Student Business Svcs Committee AgendaLegislative Update
Emily Deardorff, Assistant Vice Chancellor for Governmental Relations, University of Texas SystemLauri Deviney, Associate Vice Chancellor for Governmental Relations, Texas A&M University System Committee Reports Provided by Chairs
2018 Budget Committee WorkgroupNovember 06–06, 2018 2018 Budget Committee Workgroup
2018 Primary Members RetreatOctober 21–23, 2018
Corey Bradford, Sr. Vice President for Business Affairs, Prairie View A&M University
Euletha Wade, Director of Business Services,Prairie View A&M University Terence Finley, Associate Vice President of Business Services, Prairie View A&M University
Chris McCall, Retired Assistant Vice President, Facilities Management, University of Houston-Downtown
David Bradley, Vice President for Administration and Finance, University of Houston-Downtown Elisa Olsen, Executive Director of University Relations, University of Houston-Downtown Hossein Shahrokhi, Associate Vice President,Information Technology, University of Houston-Downtown
Angie Wright, Vice President for Finance & Administration, Angelo State University
Bob Fishbein, Assistant Vice President of Auxiliary Services, The University of Texas at Dallas Round Table Discussion
Alicia Currin, Vice President for Business & Administration & CFO, Texas A&M CommerceArnim Dontes, Executive Vice President for Business Affairs, UT Southwestern Medical Center Dr. Calvin D. Jamison, Vice President for Facilities & Economic Development, The University of Texas-Dallas Promoting the Value of Higher Education in Texas
Rissa McGuire, Executive Director, Council of Public University Presidents & Chancellors2018 Summer ConferenceJuly 08–10, 2018 President's Panel
Ray Keck, President, Texas A&M University-CommerceRichard Benson, President, University of Texas at Dallas Legislative Session 2019: What to Expect
Barry McBee, Vice Chancellor for Governmental Relations, University of Texas SystemJack Morton, Vice Chancellor for Governmental Relations, University of Texas System Keynote: Carpe Change: Get along, get it done and have more fun!
Christine Cashen, A Dynamic Speaker, Inc.
Alicia Currin, VP for Business and Administration, Texas A&M University-Commerce
Bob Brown, Sr. VP for Finance and Administration, University of North Texas Primary Members Session
Accounting Principles Committee Meeting
Accounting Principles Committee Meeting AgendaAsset Management Committee Meeting
Asset Management AgendaBudget Committee Meeting
Student Business Services Committee Meeting
Accounting Principles and Budget Committee Joint Meeting
2018 Ethics WorkshopJuly 08–08, 2018 2018 LAR WorkshopJanuary 30, 2018 2018 Winter ConferenceJanuary 28-30, 2018 Hurricane Harvey Risk Management Lessons Learned
Phil Dendy, Chief Compliance and Risk Officer for UT System Matt Berkheiser, Director of Environmental Health and Safety, UT MD Anderson Cancer Center Kelly Boysen, Director of Emergency Management, The University of Houston Public Safety Challenges on Today's College Campuses
Chief Larry Zacharias, The University of Texas at Dallas Chief Jose Bañales, Texas State University Chief Gerald Lewis, The University of Texas at San Antonio Chief Ed Reynolds, The University of North Texas Annual Financial Report: "They Just Don't Understand: Educating Your Campus Community"
Carlos Hernandez, Vice President for Finance and Operations, Sam Houston State University Greg Argueta, Director of Accounting & Financial Reporting, The University of Texas at Dallas 2017 Primary Members RetreatOctober 22-24, 2017 NACUBO's Value of Higher Education Project
Ms. Kellee Edmonds, NACUBO Director of Communications and Marketing Current Issues in Student Affairs
Dr. Keith Lamb, VP for Student Affairs & Enrollment Management Dr. Minita Ramirez, VP for Student Success Dr. Elizabeth With, VP for Student Affairs Stress and Depression: Impact on the Executive Suite
Ms. Alicia Currin, CFO and Vice President for Business & Administration Mr. Bob Brown, Vice President for Finance and Administration 2017 Summer ConferenceJuly 9–11, 2017 Transitioning with New Leadership: President's Panel
Dr. Michael Tidwell, President, University of Texas at Tyler Dr. Cynthia Teniente-Matson, President, Texas A&M University - San Antonio Post-Session Legislative Update
Ms. Sarah Hicks, Assistant Vice Chancellor & Dir. State Relations, Texas A&M System Ms. Lauri Deviney, Associate Vice Chancellor, Texas A&M System Mr. David Rejino, Assistant Vice Chancellor, Texas A&M System Best Practices: Partnering with a World Class Organization to Streamline Processes
Mr. Scott Porter, Toyota Production Support System Center, Toyota Motor North America Ms. Brandi Renton, Assistant Vice President for Organizational Behavior, University of North Texas The Financial Nuts and Bolts of Campus Projects
Mr. Eric Algoe, Vice President for Finance and Support Services - Texas State Univeristy Dr. Kim Laird, Associate Vice President and Controller - Univerity of Texas at Dallas Best Practices: Combating Cash & Asset Shrink
Mr. Larry Worthy, Director of Asset Protection, University of North Texas 2017 Winter ConferenceJanuary 29–31, 2017 Future of Payments and the Millenial Impact The Nuts and Bolts of a P3 Mixed Use Development - Part 1 4C's of Developing of a Diamond Employee Reigning in Receivables Legislative Update The Trump Administration and Higher Education 2016 Primary Members' RetreatOctober 29–November 1, 2016 Fraud Prevention and Detection Best Practices in Treasury Management Best Practices in Emergency Management Round Table Discussion Effective University CFOs and the Challenge of Succession NACUBO's Professional Development Program 2016 Summer ConferenceJuly 10–12, 2016 Higher Education Debt Management 2016 Annual Financial Report Update - Texas Comptroller's Office Texas Demographics and Higher Education GASB Standards and Projects Update Legislative Update FLSA Overtime Rule Changes: The Impact on Higher Education 2016 Legislative Appropriations Request (LAR) Workshop2016 Winter ConferenceJanuary 31–February 2, 2016 Bridging the Divide: Understanding General Diversity in the Workplace Powering Thru the Worry Vortex 60 x 30 TX Exploring the State of Sustainability in Higher Education 2015 Primary Members' RetreatNovember 1-3rd Contracting Challenges After Senate Bill 20 – Impact on Higher Education Public Sector Finance Update The Affordable Care Act (ACA) & HealthCare Reform 2015 Summer Conference2015 Winter Conference2014 Primary Members' Retreat2014 Summer Conference2014 Winter Conference2013 Primary Members' Retreat2013 Summer Conference2013 Winter Conference2012 Primary Members' Retreat2012 Summer Conference2012 Winter Conference2011 Primary Members' Retreat2011 Summer Conference2011 Winter Conference2010 Primary Members' Retreat |
