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Financial Management Educational Forum
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Financial Management

September 27-28, 2018
Loyola University Chicago
Chicago, IL


September 27         
8:30 am – 9:00 am   Registration    
9:00 am - 10:30 am   Welcome and opening session: Today’s Higher Education Financial Environment  
10:45 am – 12:15 pm    Planning for and Managing Major Change in Conference
and Events Services Module
12:30 pm – 1:30 pm   Lunch   
1:45 pm – 3:15 pm   Return on Investment Module  
3:30 pm - 4:30 pm    Ignite sessions   
September 28       
 8:30 am – 10:00 am   Business Model Review Module  
 10:15 am – 11:15 am   Presenter panel Q&A   
 11:15 am – 11:30 am   Closing and evaluations   



Today’s Higher Education Financial Environment
Presented by: David Clark, Associate Vice President for Finance, Administration, and Operations, Emory University

Domain D: Financial Management, 1.25 CEs

For many decades, higher education experienced relative predictability in terms of revenues, expenses, and year-over-year changes.  A series of internal and external factors, such as increased cost structures and decreased state and federal support, catalyzed a quickly changing financial landscape in recent years.  The opening will address the wide variety of ways colleges and universities were impacted across the country, with a particular focus on the disruptive nature of the evolving fiscal environment to conference and event directors. 

Learning Objectives:

  • Understand the larger landscape of higher education, including the various political, social, and economic pressures that are influencing the conference and event areas
  • Consider the approaches different colleges and universities have taken to managing mounting financial pressures, including decreasing costs and increasing revenues
  • Evaluate the impact of these approaches at the departmental/unit level


Business Model Review
Presented by: Daniel Dykstra, Director, Conference Services, University of Colorado-Boulder

Domain D: Financial Management, 1.5 CEs

Consideration of the financial environments our departments operate under is essential. Understanding and defending your conference and event services role related to your institution's financial bottom line and other desired returns is your second critical step. So, how do we ensure we are maximizing and communicating a desired return? Attendees will hear simple yet deliberate steps for reviewing your current business model, it's various components, and the processes and priorities which drive how your operation makes a significant impact at your institution. Attendees will have opportunity to develop custom strategies to review their activities to produce daily and breakthrough operational goals, make any necessary sustainable adjustments, and create metrics designed to assess and report on results.

Learning Objectives:

  •  Understand that business models have various factors and influences that must be identified, reviewed, and ultimately assessed
  •  Consider what data is being tracked to make business decisions and how metrics developed allow for consistent calculation of ROI
  •  A share of efficient and effective business models, rate structure strategies, best-practice requirements, and metrics used in the collegiate conference and events industry

Planning for and Managing Major Change in Conference and Events Services 
Presented by: David Clark, Associate Vice President for Finance, Administration, and Operations, Emory University and Lina Vargas, Senior Director of Finance, Emory University

Domain D: Financial Management, 1.5 CEs

As discussed during the opening session, the landscape of higher education continues to change at a rapid pace.  Many of these changes directly or indirectly impact conference and event directors, including the ability to profoundly impact the financial bottom line.  Attendees will have the opportunity to engage with colleagues and the presenters to explore those issues that are currently, or have the potential in the near future, to impact their departments.  Attendees will not only consider mitigating the risk of these changes, but they will also develop strategies for positioning their departments as areas of strength for their institution amidst the evolving environment.

Learning Objectives:

  • Discover methods for mitigating the negative consequences/risk of changes
  • Determine strategies for positively positioning your department in times of great tumult/change
  • Develop an appreciation for anticipatory leadership and strategies for proactively aligning your department with institutional needs

Return on Investment (ROI)

Presented by: Ed Kane, Assistant Vice-President, University Services, Carleton University

Domain D: Financial Management, 1.5 CEs


The term “Return on Investment” is commonplace in business but how does it apply to campus environments? What does ROI mean and why it is important to understand its’ application and use?  This session will touch on the variables associated with the typical return on investment for a conference services program: Calculating the ROI can range from the simple to the very complex, measuring inputs and results can be the same. How do you measure an acceptable ROI? What factors should be included? Is your rate structure or initiative providing an acceptable ROI and, if not, how do you change it? It will also suggest tools and methodologies for analyzing and modeling the impact of a rate structure, operation or project on ROI, and present options for charting an appropriate course for change.

Learning Objectives:

  • Understand what ROI is, how it is calculated, and what variables can or should be
  • Use the concept of ROI in your daily operations and moving future plans forward
  • Avoid the pitfalls when measuring ROI



(Before 8/31/2018)
   Register after
ACCED-I Member   $325    $350
Nonmember   $375    $400
 Included in your registration fee is all educational content and Thursday lunch.  

ACCED-I Financial Policy/Cancellation/Refund Policy:  ACCED-I accepts checks (U.S. funds only) and all major credit cards. Notification of cancellations received by ACCED-I by Friday, September 7, 2018 will be refunded, less a $50 administrative fee. Replacements are welcome.  No-shows are responsible for payment in full.  No refunds will be made after September 7, 2018.  If registration is made after September 7, 2018, the above policy still applies.

ACCED-I Federal ID Number 84-1023816



 Loyola University Water Tower Campus

Loyola University Chicago, a private university founded in 1870 as St. Ignatius College, is one of the nation’s largest Jesuit, Catholic Universities and the only one located in Chicago.

Loyola University Chicago comprises four campuses: Lake Shore (LSC), Water Tower (WTC), Health Sciences (HSC), and the John Felice Rome Center in Italy, and is home to 11 schools and colleges: Quinlan School of Business, Marcella Niehoff School of Nursing, Stritch School of Medicine, College of Arts and Sciences, School of Communication, School of Continuing and Professional Studies, School of Education, School of Law, School of Social Work, Graduate School, and Arrupe College of Loyola University Chicago. Loyola also features course locations in Beijing, China; Saigon-Ho Chi Minh City, Vietnam; Vernon Hills, Illinois; and a Retreat and Ecology Campus in Woodstock, Illinois.

The mission of Conference Services at Loyola University Chicago is to provide our guests with an environment of excellence through unique and affordable event solutions. Our Jesuit academic setting encompasses state-of-the-art facilities, sustainable resources, exemplary customer service, and values-based leadership that thrives from diversity in a first-tier city.


A block of rooms has been reserved at the Whitehall Hotel for forum participants for a special rate of $159 + taxes and fees per night. Please make your reservation online here and use promo code " 9538623" to receive the reduced rate. Or you may contact the reservations desk by calling 312-944-6300 or 1-800-948-4255 (Outside IL) during business hours of 7:30 am - 5:30 pm M-F and 9:00 am - 5:30 pm Sat CST. Please ask for in-house reservations when calling. Guests may also leave a message at 312-573-6244 and the reservations desk will return the call promptly. Please mention the group name ACCED-I to receive special rate. Reservations must be made by August 28, 2018.

About the Hotel

The Whitehall Hotel sits at the confluence of the city's civic and cultural life, allowing guests an upfront view of luxury, innovation and exploration. Exquisite dining, thrilling nightlife, phenomenal public transit, unforgettable neighborhoods, and an ineffable sense of history permeate the experience of staying at The Whitehall Hotel. 

Located just steps off Michigan Avenue, The Whitehall Hotel offers one of the best locations in the city. From shopping on the Magnificent Mile, to the nightlife of Rush Street, you're in the heart of it all.

Through its rich history, the Whitehall has symbolized service and accommodation for generations of guests, hosting a number of amenities suited for any traveler. Our in-house dining serves gourmet Italian and Chinese cuisine that separates itself from other offerings around the city. Before venturing out, be sure to consult our guide to Chicago for recommendations on the city’s must-see attractions and other local highlights.


Today’s Higher Education Financial Environment
Domain D: Financial Management, 1.25 CEs 

Business Model Review
Domain D: Financial Management, 1.5 CEs

Planning for and Managing Major Change in Conference and Events Services 
Domain D: Financial Management, 1.5 CEs

Return on Investment (ROI)
Domain D: Financial Management, 1.5 CEs

Ignite Session
Domain D: Financial Management, 1.0 CEs

Presenter Q&A Session
Domain D: Financial Management, 1.0 CEs