Western Massachusetts/Connecticut Region Spring 2014 Workshop Wednesday, April 23, 2014 Connecticut College 270 Mohegan Avenue, Blaustein Humanities Center New London, CT 06320 8:00 am - 4:00 pm Attendees can earn up to 6 CPE credits. Fee: $50.00 To register, visit www.eacubo.org/westernmact This workshop is open to only those individuals who work at a member EACUBO institution. Agenda: Continental Breakfast 8:00 – 9:00 am Introductory Remarks 9:00 – 9:15 am First Morning Session 9:15 – 10:30 am Break 10:30 – 10:45 am Second Morning Session 10:45 – 12:00 pm Lunch 12:00 – 1:15 pm First Afternoon Session 1:15 – 2:30 pm Break 2:30 – 2:45 pm Second Afternoon Session 2:45 – 4:00 pm Session Descriptions & Speaker Biographies: Lessons Learned from the Aftermath of the Boston Marathon Tragedy Jeffrey Hescock In the aftermath of a crisis on campus, one of the most common questions is whether the institution was properly prepared for the emergency. In addition, when other safety and emergency procedures are mishandled, significant public scrutiny can result, and can cause serious reputational damage to an institution and its senior leadership. The session will provide an overview of lessons learned from the aftermath of the Boston Marathon tragedy at the University of Massachusetts, Dartmouth. The session will provide best practices to Senior Administrators who have direct oversight of campus safety and emergency preparedness departments at their institution. Jeffrey Hescock is responsible for further preparing the UMass Amherst campus to effectively mitigate risks, manage emergencies and implement campus-wide continuity of operations plans. He also carries out system-wide leadership for emergency management, business continuity, public safety and environmental health and safety activities related to coordination among the five UMass campuses. Prior to joining the UMass system, Jeffrey worked from 2007-10 as a senior consultant on emergency management issues for Science Application International Corp., He also served as a regional planner (2004-06) and a government preparedness manager (2006-07) with the Massachusetts Emergency Management Agency. 1 From Clickers to Clouds: How Technology is Transforming the Higher Education Classroom Sam Anderson and Brad Turner University of Massachusetts Amherst instructors are constantly looking for curricular innovation to integrate new teaching methods and technological tools into their classes. Join Sam Anderson and Brad Turner of UMass Amherst’s Information Technology to hear about some of the exciting classroom technology innovations that instructors are using now, and also what’s on the horizon. Attendees will take away a better understanding of today’s and tomorrow’s technology, and how it can benefit students. Sam Anderson is a Coordinator of Faculty Support and Instructional Design at the University of Massachusetts Amherst. Sam has expertise with learning management systems, training and documentation, faculty instruction, techniques & spaces for active learning, open source software development, and game-based learning. Sam has presented at NERCOMP on “Guiding Faculty through Technological Change”, and prior to joining UMass he worked as an academic research librarian for over 4 years. Brad Turner is a Coordinator of Faculty Support and Instructional Design at the University of Massachusetts Amherst. Brad has experience developing technical documentation; designing and coordinating events and workshops; and supporting a variety of classroom-based technologies, including learning management systems, peer evaluation tools, audience response systems, lecture capture, and desktop video conferencing. Prior to joining UMass Amherst, Brad worked as a pharmaceutical medical writer and trainer for more than 10 years. . Admissions Panel Discussion Brenna Jaskiewicz, Martha Merrill & Aida L. Silva In this session, a panel of three admissions professionals from different institutions (Connecticut College, Three Rivers Community College and the University of Connecticut) will provide insight into the admissions process. The panelists will discuss the admissions environment for their institutions including goals, opportunities, strategies and challenges as well as how business officers are supportive partners in the admissions process. Attendees will gain insight into this critical function and also have an opportunity to ask questions of the panelists. Brenna Jaskiewicz, Interim Director of Admissions at Three Rivers Community College, has been working in the Connecticut Community College system since 1999 when she began her career as a Recruiter and Admissions Officer. Ms. Jaskiewicz believes in a student-centered, self-empowerment approach to education and enjoys facilitating student access to higher education. She graduated from Three Rivers Community College as an adult learner and has since gone on to earn a Bachelor of Arts degree in Sociology and a Master’s of Science degree in Counseling and Student Development in Higher Education. In 2010, Ms. Jaskiewicz presented at the First annual New England Conference for Student Success on the topic of deepening student engagement and success right from the start where she shared her innovative process of formally connecting with students during the early part of the enrollment process. Ms. Jaskiewicz is currently the Acting Director of Admissions at Three Rivers Community College in Norwich, Connecticut. Martha Merrill is Dean of Admission & Financial Aid at Connecticut College in New London, CT where she has worked for the past 24 years. Following a brief career in marketing at a Boston-based investment firm, she joined the Alumni Office at Connecticut College in 1990 and served in various capacities including Acting Executive Director of the Alumni Association until 1996 when she joined Admissions. She served as associate director of admission, director of international admission and director of admission until she was named dean of admission & financial aid in 2001. She received her B.A. in psychology from Connecticut College and completed the Harvard University Graduate School of Education’s Management Development Program. Martha recently came off the board of directors of the Common Application where she served as President. A frequent contributor to the New York Time’s “Choice” blog, she has shared advice with students and parents ranging from managing wait list decisions to the role of parents in the admission process through various media outlets. She has presented at numerous conferences on topics ranging from “International Diversity on Campus: Is it Worth the Cost?” to “Effectively Counseling the College Essay”. Aida L. Silva, Senior Associate Director for Undergraduate Admissions at the University of Connecticut, is a graduate of Hartford Public High School. Aida was born in Puerto Rico but grew up in Hartford since age 15. Aida’s interest for her community landed her an interest in a political science major from CCSU and a master’s degree from the University of Connecticut in educational leadership. She has been employed by UConn for the last 26 years where she has served in different capacities within the Undergraduate Admissions Office where she has enjoyed promoting higher education among students from all backgrounds and communities. Her biggest reward has been seeing the many students that have become proud UConn alumni and how a college education has changed their lives, especially first generation students within the state. 2 Perkins Loans Charlotte Coggins Perkins Loans for students are unusual in that although the source of the funds is the Federal government, the educational institution acts as the lender to the student, and after graduation the student repays the institution. In this session an expert in the processes, procedures and requirements of the Perkins system shares perspective and tips with attendees. Participants come away with a practical understanding of Perkins Loans to apply at their institutions. Charlotte Coggins brings Xerox Education Services (formerly ACS) 28 years of servicer experience that includes customer service, banking/accounting and conversions processing. Charlotte has been a member of the Client Relations Team since June 1999. She currently manages the Northeast territory along with New Jersey and New York working to keep clients in compliance and updated on Federal Regulations on their Campus Based loan programs. Her consistent commitment to quality customer service is an invaluable asset to Xerox staff and clients. Grant Accounting: Pre Award Budgeting to Post Award Compliance Elaine Daly and Kiku Ichihara Grants can be a beneficial source of funding, but they often come with reporting requirements and restrictions that can be burdensome and time-consuming. Join two experienced grants administrators to gain insights into how the system works, and who’s required to do what, when and how. Attendees will come away with practical knowledge about the grants process they can apply at their institutions. Elaine Daly is the Assistant Director of Financial Accounting Services at the University of Hartford. She oversees both the Senior Financial Accountant as well as the Grants and Restricted Funds Accountant. She is also responsible for reconciling the University’s endowment funds, overseeing the general ledger, and working closely with the Director and external auditors on the University’s financial statements. In 2010, she was selected to be a part of the Laura Johnson Initiative for Women Leaders program, by the University’s Women’s Education and Leadership Fund. She has a BS in Accounting from Central Connecticut State University’s School of Business. Kiku Ichihara is the Grants and Restricted Funds Accountant at the University of Hartford. She is responsible for post-award management of all federal, state and private grants received by the University as well as management of all restricted and agency funds. In 2013, she received the Howard S. Rosenblatt Award for contributions and dedication to the Student Government Association and is a member of the National Council of University Research Administrators (NCURA). She has a BSBA in Economics and Finance and an MBA from the University of Hartford’s Barney School of Business. Student Financial Support: Is it a Scholarship, Fellowship, Grant or Stipend Rob Butler Business office staff are often asked to explain the differences among various types of financial aid that students receive, and the related tax implications. Rob Butler presents a former university controller’s perspectives on the tax treatment of financial support, whether it be called a scholarship, fellowship, grant, award or stipend. Participants will gain a better understanding of the distinctions among these types of payments that they can use in their daily work. Rob Butler recently joined Grant Thornton after more than twenty years working with higher education and not-for-profit institutions. Rob most recently served as Controller of Brandeis University overseeing the general accounting office, accounts payable, payroll, and sponsored programs accounting, working closely with the audit committee, financial systems and reporting, and all departments throughout the University. Rob has spoken at several not-for-profit seminars and has developed many tax, accounting and finance share forums. Rob received his Bachelor of Science degree in Accounting from Merrimack College and his Masters in Taxation from Northeastern University. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. 3 CPE Information: Aftermath of the Boston Marathon Tragedy How Technology is Transforming the Higher Education Classroom Admissions Panel Discussion Perkins loans Grant Compliance Discussion Classification of Student Payments Times: 9:15-10:30 10:45 - 12:00 1:15 - 2:30 1:15 - 2:30 2:45-4:00 2:45-4:00 Field of Study: Management Advisory Services Management Advisory Services Management Advisory Services Accounting Accounting Accounting 1.5 1.5 1.5 1.5 1.5 1.5 Session: Expected CPE credits: Attendees can earn up to 6 CPE credits total. All sessions are at the Intermediate Level, with no advance preparation required, and are delivered by the Group-Live method. Prerequisite: A minimum of 1-2 years of experience as a professional in higher education or a related industry is recommended. The EACUBO Western MA/CT Area Programming Committee is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org Refunds / Substitutions Cancellations by 4/16/14 will be refunded in full. Cancellations after 4/16/14 will not be refunded, but a substitute individual may attend. Email requests for cancellations and substitutions to ngousy@admin.umass.edu. Contact The EACUBO Western MA/CT Area Programming Committee strives to provide high-quality programming to our members and the higher education industry. Should there be a concern with the quality of the programming or level of service, please contact Norm Gousy, Western MA/CT APC Chair, 413-545-3364, ngousy@admin.umass.edu . Attendees with Special Needs or Food Allergies: Attendees who have special needs or food allergies please contact Norm Gousy, Western MA/CT APC Chair, 413-545-3364, ngousy@admin.umass.edu before 4/17/2014. Parking Parking is available on campus at no charge. For this event the recommended lot is in grid section C-3 of the map. If you require handicapped parking please contact Norm Gousy, Western MA/CT APC Chair, 413-545-3364, ngousy@admin.umass.edu. 4