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December 2014

Helen Fisher to Address Leadership Sessions

Biological anthropologist Helen Fisher, who has identified four broad styles of thinking and behaviors associated with specific brain systems, will be a keynote speaker at the leadership enhancement sessions included in NACUBO’s five signature programs in 2015.

A pioneer in examining the neurochemistry of leadership, Fisher will speak at the Endowment and Debt Management Forum, Student Financial Services Conference, Higher Education Accounting Forum, Planning and Budgeting Forum, and Tax Forum. 

Fisher, who has written five internationally best-selling books and many articles on the brain science of human social behavior, works at the department of anthropology, Rutgers University, New Brunswick, N.J., and is currently studying the biological basis of personality. She has combined the data collected from a questionnaire that she developed, with her knowledge of genetics, brain architecture, and neurochemistry, to explain ways to recognize and influence various temperament styles. Her work also focuses on how individuals of different temperaments are predisposed to thinking, working, buying, innovating, following, and leading.

Fisher has spoken at both international and national platforms, including the World Economic Forum, the United Nations, the National Academy of Sciences, the International Monetary Fund, and more. Since 1983, she has served as an anthropological commentator and consultant for businesses and the media, appearing in several U.S. and international TV and radio shows. A documentary film on her work, Sleepless in New York, appeared in theaters in February 2014.

Sign Up for EDMF, HEAF

Two of NACUBO’s most popular events—the Endowment and Debt Management Forum and the Higher Education Accounting Forum—are coming up soon. Here are some details: 

The Latest in Endowment and Debt Management

NACUBO’s 2015 Endowment and Debt Management Forum will be held Feb. 4–6, in New York City. The forum will examine pressing issues of endowment management, debt capacity, and leadership. It will focus on actionable steps that attendees can recommend to their organizations to drive increased performance. Attendees will be able to interact with campus financial leaders who manage significant endowment and debt portfolios, as well as finance and global investment experts.

Speakers at this year’s program include James W. Paulsen, chief investment strategist, Wells Capital Management, who will deliver his economic and financial market outlook for 2015, and James J. McAndrews, executive vice president and director of research, Federal Reserve Bank of New York, who will provide insights into financial policy analysis and the Federal Open Market Committee. There will also be several panels of experts who will address endowment and debt management topics. One such panel includes speakers Jack Rich, CIO, Abilene Christian University, Abilene, Texas; Nick Warren, CIO, Brandeis University, Waltham, Mass.; and Rob Blandford, CIO, University of Richmond, Va. Dale Kindregan of Principal Global Investors will moderate the panel. 

In addition, a keynote session on the biology of leadership will be presented by Helen Fisher, biological anthropologist, as part of the NACUBO leadership series.

For more information, visit the Events and Programs section at

Financial Accounting and Reporting Trends

The 2015 Higher Education Accounting Forum will be held April 26–28 at the Hyatt Regency, San Francisco. This event offers the latest information on trends, issues, and best practices in financial accounting and reporting, managerial analysis, and leadership topics for all types of institutions.

Program topics address tax issues, pensions, responsibility center management, financial reporting and disclosures, compliance risk, analytics, succession planning, communicating financial information, updates from the Financial Accounting Standards Board and the Governmental Accounting Standards Board, and more. The keynote session will be presented by biological anthropologist Helen Fisher, as part of the NACUBO leadership series. 

Designed for advanced-level accounting and finance professionals, the event features plenary, concurrent breakout, and roundtable formats. Several facilitated roundtable sessions will bring together participants with similar interests to exchange ideas and experiences. There will also be ample opportunities to interact with colleagues and speakers, including a welcome reception and a networking breakfast. To register or for more information, visit or call 800.462.4916.

On-Demand Webcast on Compliance

NACUBO recently held a webcast on how institutions can build, develop, and support a compliance program. Speakers from United Educators and Washington and Lee University, Lexington, Va., discussed ways to create a comprehensive compliance program and the importance of accountability at the operational level to enact sound compliance practices. 

Attendees learned about Washington and Lee University’s compliance matrix and how it enables the staff to keep up with numerous regulations and reporting requirements. Attendees also gained a stronger understanding of how the business office can coordinate compliance efforts with an internal or external counsel.

This webcast is available on demand until November 2015. For more information, visit the On Demand section of the Distance Learning page at 

Professional Development