Sunday April 13
Preconference Workshops
8:30 am – 3:30 pm
    All Day Session (6 hours)
Choose this session or morning and afternoon sessions

Successful Fund-Raising: What Presidents and Trustees Need to Know
As presidents and trustees, how do you ensure your institution has an efficient and successful fund-raising program? What is your role in raising money? How do you evaluate your institution's development efforts? How does fund raising work? A private college president and a public university advancement vice president will lead you through the essentials of successful educational philanthropy.
Elizabeth A. Flanagan, vice president for development and university relations, Virginia Tech
Peyton R. Helm, president, Muhlenberg College

8:30 am – 11:30 am
 

Morning Sessions (3 hours)
Choose one of three sessions

  1 Ensuring Academic Quality
Explore the responsibilities of the governing board and academic affairs committee. Learn about assessment; indicators of academic quality; the role of diversity; successful strategies for analyzing academic resource uses and needs; academic appointments, promotion and tenure; and faculty development and instructional technology investments.
Michael F. Middaugh, assistant vice president for institutional research and planning, University of Delaware and commissioner, Middle States Commission on Higher Education
Bernard W. Harleston, trustee, Tufts University and Leslie University; senior associate, New England Resource Center for Higher Education, University of Massachusetts Boston; and former president, The City College of New York

  2 The Board’s Responsibility for Presidential Search
Learn about the best practices for a successful search, including establishing a search committee and its charge, selecting a firm—or deciding not to—plus the steps in the search process, negotiating terms of employment, ensuring a smooth transition, and avoiding search disasters. This interactive workshop will focus on the roles of the board and search committee throughout the process.
Thomas B. Courtice, senior consultant, Academic Search, Inc., trustee, Ripon College, and former president, Ohio Wesleyan University
James P. Ferrare, president, Academic Search, Inc.

  3 Risk Management: Protecting the Institution from Financial and Other Risks
What will your institution do when the worst happens? What can you do now to prevent it? With so much to do and no surplus funds, where do you start and how do you prioritize? Participants will learn about best practices in enterprise risk assessment and what questions to ask about policies and implementation.
Carl (Tobey) Oxholm III, executive vice president, and chief of staff, Drexel University
Rick Wentzel, partner, Higher Education, Healthcare and Not-For-Profit Services Group, PricewaterhouseCoopers LLP

12:30 pm – 3:30 pm
 

 

Afternoon Sessions (3 hours)
Choose one of four sessions
  1 Benchmarking and Comparative Data: Understanding Your Institution in Context
Effective planning, decision making, and oversight require that you understand the context of your institution and how you compare to peers. Learn how to use comparative data and key indicators to monitor progress and support strategic decision making.
Gerald D. McLaughlin, associate vice president of institutional planning and research, DePaul University Josetta S. McLaughlin, associate professor, Walter E. Heller College of Business Administration, Roosevelt University
  2 Managing Endowment, Assets, and Debt
An update on best practices and latest thinking on how the elements of asset allocation, spending, gift flow, debt, and standards of fiduciary responsibility can be combined in a modern financial model.
John S. Griswold Jr., executive director, Commonfund Institute
E. Lyndon Tefft, executive vice president and CFO, Commonfund Institute
  3 Presidential Contracts and Compensation
This session will help boards and presidents understand the legal and strategic information needed to manage these key areas of accountability to strengthen relationships and performance.
Robert H. Atwell, president emeritus, American Council on Education
Charles W. Quatt, president, Quatt Associates
  4 High Performing Boards - Sorry, this workshop is full.
This workshop is designed for competent boards who seek to achieve higher levels of effectiveness. Using real world case studies, participants will learn an integrated approach to building better institutions through trustee and presidential leadership.
Terry MacTaggart, senior fellow, Association of Governing Boards and former chancellor, University of Maine System
Susan Whealler Johnston, executive vice president, AGB

3:15 – 4:15 pm
    Meet the Authors
Reception for New England
(by invitation only)

4:30 – 6 pm
    Opening  Plenary Session:
"Leadership: From the Board Room to the Oval Office"

Michael Beschloss, NBC’s presidential historian and best-selling author, draws on training from Harvard Business School to examine leadership and identify the most brilliant successes and the most lethal mistakes made in business and politics—and show what they can teach us.


6-7 pm
    Opening Reception
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