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June 2016

Webcasts on Institutional Aid Metrics Benchmarking Tool, Clery Act Compliance

The Looking Under the Hood Institutional Aid Benchmarking tool is currently being used by more than 600 institutions. The tool, developed as a result of the Looking Under the Hood Institutional Aid Metrics project—funded by the Robert W. Woodruff Foundation, NACUBO, and the Association of Governing Boards of Universities and Colleges (AGB)—was launched in 2012. The project’s benchmarking tool enables campus leaders to examine their current institutional aid allocations and compare data with self-selected sets of peer institutions.

During NACUBO’s recent webcast, Using Web-Based Tools for Discussing Change in Institutional Financial Aid Policy, speakers from Indiana University, Bloomington, Ind., and the College of Saint Benedict, Saint Joseph, Minn., discussed their experience with the tool and how it has enabled them to make informed, data-driven decisions about institutional aid policy.

Speakers also shared how the tool and other online products have helped them evaluate recent trends in the use of various aid strategies, such as merit-based grants, and their effects on enrollment. Attendees learned about the complexity of factors that go into institutional and financial aid decisions. This webcast is free to NACUBO members.

In another webcast, The Clery Act: Strategic Planning to Mitigate Institutional Risk, participants heard about the many nuanced and complex requirements of the Clery Act. Co-hosted by the National Association of Clery Compliance Officers and Professionals (NACCOP), it offered practical guidance to aid business officers and their staff in mitigating institutional risk associated with noncompliance prior to an audit. Participants learned the definitions of Clery reportable crimes and the key steps that they need to take to comply with the federal mandate.

This is the second webcast presented in partnership with NACCOP. The first, Title IX: Key Issues Surrounding Institutional Compliance, was recorded on April 20.

Each of these webcasts will be available on-demand for one year from its original air date. For more information, visit the “Conferences and E-Learning” page at

Plan to Attend the 2016 Tax Forum

This year’s Tax Forum, to be held September 25–27, at the Renaissance Baltimore Harborplace, offers the latest information on issues and best practices in higher education tax compliance and administration.

Designed for intermediate to advanced-level campus tax professionals, the program will feature plenary speakers as well as smaller sessions to address special topics. The forum serves as both an annual update and future outlook. Attendees will hear and engage in discussions on timely subjects impacting the college and university tax community.

As a bonus, if you register for the 2016 Tax Forum, you will receive a $100 discount for the Global Operation Forum, which immediately follows the Tax Forum on September 27–28.

Each program will have networking opportunities throughout so that participants from comparable institutions can connect and share ideas. For more information and registration for these programs, visit the “Events and Programs” page at

2014–15 Key Facilities Metrics Results Available

It is important for campus leaders to know pertinent facts about their campuses related to the cost of tuition, types of academic programs, and the number of enrolled students. Likewise, to improve institutional strategic planning, it is important for leaders to know basic facilities data, such as Btu and electrical usage, water consumption, waste output, and carbon footprint.

The APPA/NACUBO Key Facilities Metrics survey highlights this information for each participating institution, and the results for the 2014–15 APPA/NACUBO Key Facilities Metrics survey are now available. To view the results, visit the “Sustainability” page at and click on “2014–15 Key Facilities Metrics Results Available.”

Consider entering your campus data for the 2015–16 cycle. The survey, which will open in August and close the first week of December, consists of five relatively simple questions that can be answered by reviewing vendor or utility bills.

For more information, contact Sally Grans Korsh at 202.861.2571.

New Video Series on Communication Concepts

NACUBO is pleased to announce a new on-demand video series that will provide participants with myriad tools and techniques to enhance communication skills and assist in fostering strong connections with stakeholders across the institution and beyond. Each video is 30 minutes long and is free for NACUBO members.

The first video, Essential Principles for an Effective CBO/CEO Relationship, features Antoine Garibaldi, president, University of Detroit Mercy, Detroit, and John Walda, president and chief executive officer, NACUBO, discussing key factors and insights for a successful working relationship between the chief business officer and chief executive officer. The presenters offer practical tips and advice for CBOs to maximize their role and relationships with internal and external stakeholders, which, in turn, will enhance their effectiveness in working with the CEO. They also identify the ideal characteristics that a CBO should possess.

Other videos in the series include Fostering Productive Business Relationships and Talking Budgets with Faculty and Deans, and will be released in the coming months. To learn more about this series, visit the “Distance Learning” page at

Professional Development