CACUBO 2018ENGAGING FOR CONTINUED SUCCESS

2013 - 2018 STRATEGIC PLANCENTRAL ASSOCIATION OF COLLEGE & UNIVERSITY BUSINESS OFFICERS

TABLE OF CONTENTS

Letter from the President ..........................................................4

Mission, Vision and Values Statements .................................6

Five Strategic Priorities 2013-2018 .........................................8

Implementation Structure ......................................................18

History of CACUBO ................................................................ 20

CACUBO Member Institutions ............................................. 28

CACUBO Presidents 1911-2013 ............................................ 29

Acknowledgments ....................................................................31

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This document outlines the strategic plan for CACUBO through 2018. I am blessed to have served as your CACUBO President

during the development of CACUBO 2018 — Engaging for Continued Success. It is the final product of hours of discussion and debate by your Board of Directors that was fully informed by conversations with CACUBO leaders from our signature professional development events and standing committees, and your responses to two surveys. Membership input was paramount in determining our priorities.

The process began in mid-June of 2012 during the Board of Directors’ meeting where we outlined a first draft of new mission and vision statements. In October 2012 the first survey was distributed to membership to ascertain how CACUBO, as your professional development organization, can assist you in finding solutions to the problems that your institution faces in these challenging times of less resources, higher costs and higher expectations.

The December Board meeting included an orientation for CACUBO members who lead our professional development events and our standing committees. This brought 13 more people into the strategic planning conversation with your Board of Directors. Results from the October 2012 survey clearly told us that you want continued, relevant and quality programming through an organization that is inclusive and permits all of the varied institutional types to feel a part of the CACUBO community. And, finally, you want regular communication regarding the activities of CACUBO. The group spent time revising

DEAR CACUBO COLLEAGUES

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the draft mission and vision statements to ensure they reflected your expectations. We also used your input to draft a set of CACUBO value statements.

The next opportunity for the Board of Directors to continue strategic planning was the February 2013 meeting where we distilled 13 potential strategic priorities into five. Further, we identified goals that will advance the five priorities, and we also drafted a framework to help us implement activities to achieve our goals.

In April 2013 we resurveyed the membership for a reaction to the draft mission, vision, and value statements. And, once again, your feedback was incorporated into the end product finalized at the June 2013 Board meeting.

As the planning process concludes, the next phase begins and includes developing detailed action steps, timelines and the execution of the plan. Our new strategic plan is only as good as the number of volunteers willing to engage in the next phase of the process. We hope you will consider this call to action to make CACUBO an even better organization!

Respectfully submitted,

Dawn M. RhodesCACUBO President 2012-2013

DEAR CACUBO COLLEAGUES

CACUBO

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MISSION STATEMENT

CACUBO serves higher education business and finance professionals by providing opportunities for professional and personal development and facilitating collegial relationships and networks resulting in improved management within our member institutions. CACUBO promotes ethical behavior, innovation and, through our relationships with NACUBO, advocacy for higher education.

VISION STATEMENT

Our constituents recognize CACUBO as the choice for professional development and our diverse institutions’ desire to be actively engaged.

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VALUES STATEMENT

Integrity: CACUBO is committed to the highest standards of ethical behavior, honesty and trust.

Excellence: CACUBO is committed to delivering the highest quality and most relevant programs and services.

Innovation: CACUBO is committed to meeting our members’ needs by continuously evolving our structure, programs and services through creativity and ingenuity.

Community: CACUBO is committed to building a diverse and inclusive community by valuing and leveraging members’ backgrounds, talents and expertise.

Enrichment: CACUBO is committed to creating learning opportunities that appropriately balance intellectual and interpersonal experiences.

Affirmed June 16, 2013

FIVE STRATEGIC PRIORITIES 2013 - 2018

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Consider and develop additional partnerships with NACUBO and other regional ACUBOs to use each organization’s strengths to improve operational effectiveness and programming for the benefit of CACUBO members by September 2018.

Expand the CACUBO community by implementing measures to increase current institutional member engagement, to recruit new institutional members, and to facilitate active participation of current and new individual constituents by October 2015.

Brand CACUBO as the resource for professional development and develop a communication plan to keep membership informed and engaged by October 2015.

Maximize the role of constituency councils in order to strategically design professional development programming by October 2015.

Increase our Business Partner membership and sponsorships to provide our members with knowledge of current higher education products and services and to increase the financial investment in CACUBO professional development by October 2016.

1.

2.

3.

4.

5.

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FIVE STRATEGIC PRIORITIES 2013 - 2018 STRATEGIC PRIORITIES

Board Champion: Mary LaGrangeTeam Lead: Julee Sherman

1.1 Utilize NACUBO’s expertise and market position in CACUBO’s site selection process to maximize value to our institutions by December 2013.

1.2 Ensure all CACUBO programs award certified CPEs by February 2014.

1.3 Leverage the research skills of NACUBO to assist with the development and analysis of a comprehensive environmental scan of the CACUBO membership by October 2014.

1.4 Develop a comprehensive database that meets the needs of CACUBO in order to better understand the characteristics of our institutional members and individual constituents to enhance programs and improve operational effectiveness by September 2015.

1.5 Investigate and decide if CACUBO will use NACUBO registration management services by September 2015.

1.6 Investigate and determine partnership opportunities for program content development and delivery with NACUBO and the regional ACUBOs, and implement, if applicable, by September 2016.

1.7 Assess the impact of the implementation of CACUBO’s strategic plan on furthering our mission and actualizing our vision by September 2017.

i. Establish a baseline by June 2014ii. Develop an assessment tool

1. Consider and develop additional partnerships with NACUBO and other regional ACUBOs to use each organization’s strengths to improve operational effectiveness and programming for the benefit of CACUBO members by September 2018.

STRATEGIC PRIORITIES

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2. Expand the CACUBO community by implementing measures to increase current institutional member engagement, to recruit new institutional members, and to facilitate active participation of current and new individual constituents by October 2015.

Board Champion: Jill YatesTeam Lead: Gabrielle Bovenzi

2.1 Review and analyze the current population and participation of institutional members and individual constituents by December 2013.

2.2 Develop and implement an “in-reach” plan to increase inclusivity, fostering a culture in which more institutional members and individual constituents are active participants and valued stakeholders within CACUBO by October 2014.

2.3 Develop and implement an infrastructure that actively and strategically recruits more institutional members to participate and more individual constituents to volunteer, mentor and/or network with the CACUBO community by October 2014.

2.4 Develop an “outreach” plan to increase the diversity of institutional members and individual constituents within CACUBO by October 2015.

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STRATEGIC PRIORITIES STRATEGIC PRIORITIES

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3. Brand CACUBO as the resource for professional development and develop a communication plan to keep membership informed and engaged by October 2015.

Board Champion: Pete MurtaughTeam Lead: Susan Kraft Mann

3.1 Develop and implement a multifaceted communication plan that informs and engages our institutional members and individual constituents by October 2015.

i. Develop objectives and secure a consulting firm to develop a communication plan by June 2014.ii. Evaluate the communication recommendations of the consulting firm and implement approved plan by June 2015.

3.2 Develop and implement a marketing plan by October 2015.i. Develop objectives and secure a consulting firm to develop a brand identity and supporting market plan by June 2014.ii. Evaluate the marketing recommendations of the consulting firm and launch a CACUBO marketing plan by October 2014.

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4. Maximize the role of constituency councils in order to strategically design professional development programming by October 2015.

Board Champion: Jerry WhiteTeam Lead: Vickie Fredrick

4.1 Develop and implement a plan to ensure constituency council representatives to NACUBO and the CACUBO Board/Committees engage in a forum for discussion and information sharing that benefits the membership by June 2014.

4.2 Develop and implement CACUBO Constituency Councils by June 2014.

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STRATEGIC PRIORITIES STRATEGIC PRIORITIES

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STRATEGIC PRIORITIES

5. Increase our Business Partner membership and sponsorships to provide our members with knowledge of current higher education products and services and to increase the financial investment in CACUBO by October 2016.

Board Champion: Dawn RhodesTeam Lead: Diana Kuhlmann

5.1 Develop and implement a succession plan for the CACUBO Business Partner Coordinator to ensure a consistent mechanism to strengthen business partner relationships by June 2014.

5.2 Develop and implement a strategy to recruit new and retain current business partners by June 2016.

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STRATEGIC PRIORITIES STRATEGIC PRIORITIES

STRATEGIC PLANNING ORGANIZATIONAL CHART

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PRIORITY 1Consider and develop partnerships

with NACUBO and other regional ACUBOs to use each organization’s strengths to improve operational

effectiveness and programming for the benefit of CACUBO members by

September 2018.

PRIORITY 2Expand the CACUBO community by implementing measures to increase current institutional

member engagement, to recruit new institutional members, and to facilitate active participation of current and new individual constituents by October 2015.

PRIORITY 3Brand CACUBO as the resource

for professional development and develop a communication plan to keep membership informed and

engaged by October 2015.

Board Champion

Mary LaGrange

Board

ChampionJill Yates

Board

ChampionPete Murtaugh

Team LeadJulee Sherman

Team LeadGabrielle Bovenzi

Team LeadSusan Kraft Mann

Work Committee

Work Committee

Work Committee

*Sub-Committee(s)

*Sub-Committee(s)

*Sub-Committee(s)

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STRATEGIC PLANNING ORGANIZATIONAL CHART

PRIORITY 4Maximize the role of constituency councils in order to strategically design professional development programming by October 2015.

PRIORITY 5Increase our Business Partner membership and sponsorships to provide our members with knowledge of current higher

education products and services and to increase the financial

investment in CACUBO professional development by October 2016.

Board ChampionJerry White

Board

ChampionDawn Rhodes

Team LeadVickie Fredrick

TeamLeadDiana Kuhlmann

Work Committee

Work Committee

*Sub-Committee(s)

*Sub-Committee(s)

*optional, if needed

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HISTORY OF CACUBO

In his book, A History of the Central Association of College and University Business Officers, William E. Unger, Jr. writes:

“These facts are indisputable: the Central Association was the first of the regional associations of college and university business officers by a good eight years or more; the Central Association’s giants were giants nationally in their profession and in the whole arena of higher education; and, for many years, the Central Association struggled virtually alone to bring about a recognition of the weaknesses of regionalism and the wisdom of some organizational form that would allow the profession to speak with — and be heard — as one voice.”

Early Beginnings of CACUBO

The early beginnings of what was to become the Central Association of College and University Business Officers occurred on November 23,

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HISTORY OF CACUBO

1909, when a group of men filling the position of business officer at six universities met at Northwestern University to discuss the need to formalize business practices for higher education. They were:

• Jeremiah G. Babb, Secretary, University of Missouri• Herman Knapp, Treasurer, Iowa State College• Maurice E. McCaffrey, Secretary of Regents, University of

Wisconsin• Samuel Walker Shattuck, Comptroller, University of Illinois• Shirley W. Smith, Secretary, University of Michigan• Carl Steeb, Secretary, Ohio State University

The group met with Harvey S. Chase, a certified public accountant whose firm had just installed a new accounting system at Northwestern. Mr. Chase also had been hired by the Carnegie Foundation to prepare a uniform system of reports for the Foundation’s use in securing annual reports from colleges and universities.

Following the meeting with Mr. Chase, the group unanimously adopted the following resolution, with a copy to be sent “to each state college and university in the Middle West”:

“Resolved, That subject to the approval of the governing bodies of the several universities and colleges, we would favor the formation of an association of the officers in charge of the business administration of the state colleges and universities in the Middle West, for the purpose of meeting in annual conference, to discuss the various problems of administration, such as unification of accounting, uniformity of annual reports, purchasing system, inventory system, etc.”

Copies of this resolution were sent to the six institutions represented at the first meeting, and to the University of Minnesota, University of Nebraska, Kansas University, Kansas State Agricultural College, Indiana University, Purdue University and Michigan Agricultural College. Mr. Smith

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HISTORY OF CACUBO

later reported that “the proposal met with a generally prompt and favorable response.”

Following this organizational meeting, Mr. Smith reported to the Michigan Regents that “this proved to be the first time that such a gathering of the comptrollers and secretaries have ever been held, and it was soon discovered that considerable information had been obtained, and much good had been accomplished by the personal contact of the representatives present.”

First Meeting of Business Officers

The first meeting of the Association was documented in a travel expense voucher for Shirley W. Smith. The meeting was held at the Auditorium Hotel in Chicago on October 14, 1910. Mr. Smith also retained the original fifteen-point program of discussion for the meeting, which included items such as “Shall a permanent organization be effected at this time?” and “Can the Carnegie standard forms for financial reports be adopted at this time?” Mr. Smith’s travel voucher is the only evidence that the meeting ever took place.

Official Meetings of the Association of Business Officers of the State Universities and Colleges of the Middle West

The first officially recorded meeting of the Association occurred on January 12-13, 1912, in Chicago, Illinois. The minutes of the Central Association’s first annual meeting state:

“The Association met in annual session at the Auditorium Hotel in Chicago. The meeting was called to order by President Shirley W. Smith.”

Minutes of this meeting were signed by J.C. Christensen, Secretary, and Shirley W. Smith, President. The twelve entities attending the meeting were:

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HISTORY OF CACUBO

The State of Ohio, Michigan Agricultural College, University of Kansas, University of Wisconsin, University of Michigan, Kansas State Agricultural College, Carnegie Foundation for the Advancement of Teaching, University of Minnesota, University of Wisconsin Regents, Indiana University, Ohio State University and the University of Minnesota College of Medicine and Surgery.

The program for the meeting was as follows:

1. “The Experience of Ohio State University with the Uniform Accounting Forms Proposed by the Carnegie Foundation.” Opened by Mr. Steeb of Ohio State University and Mr. W.E. Baker, the State Accountant.

2. “Efficiency in University Management,” a discussion based on, or suggested by, the study for the Carnegie Foundation by Mr. Cooke. Discussion led by Mr. Clyde Furst, Secretary of the Carnegie Foundation for the Advancement of Teaching.

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HISTORY OF CACUBO

3. “Aims of a Reorganizer of University Business Administration,” by Mr. George H. Hayes, Comptroller of the University of Minnesota.

4. “Ideas Gleaned in a Recent Trip of Inspection for the Study of University Business Administration,” by Mr. J.C. Christensen, Financial Secretary of the Kansas State Agricultural College.

The Association met for the second time on May 23-24, 1913, at Ohio State University in Columbus, Ohio. As stated by Mr. Unger on pages 11-12 of his book, “This second meeting marked the first formal motion adopted by the fledgling group. After Herman Bumpus read a paper, “Standard Forms for the Tabulation of University Receipts,” he moved the following:

“I move you then, the adoption of the following five major divisions, as the standard form for the tabulation of university receipts in the Association of Business Officers of the State Universities and Colleges of the Middle West:

1. Receipts from Students2. Receipts from Investments3. Receipts from Grants4. Receipts from Gifts5. Receipts from various sources, leaving the adoption of

subdivisions in these captions for subsequent action.”

The Secretary reported that “it was agreed that the members of the Association enter into a gentlemen’s agreement to follow as closely as possible the … motion introduced by Dr. Bumpus.”

The third annual meeting of the Association occurred at the University of Wisconsin on May 8-9, 1914. Eleven papers were presented. Topics such as “Experience with Motor Trucks: Cost of Upkeep and General Cost Accounting for Trucks” seem outdated, while others such as “The Distribution of Overhead Charges” remain professional concerns today.

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The fourth annual meeting took place on May 14-15, 1915, at the University of Michigan. The Secretary reported that “the meeting then took up the informal discussion of problems more or less common to all the Institutions represented.” They were listed in the minutes as follows:

• Budget making, methods and forms • Efficient use of buildings, rooms and apparatus• Methods of financial control and auditing of student organizations• Central stenographic bureaus• University post offices and substations• Hospital organizations and cost accounting• Employment agencies for students and graduates• University cost accounting, essentials and forms• Source of animals for experimental laboratories• University printing plants• Universities versus outside architects• Storehouse problems

HISTORY OF CACUBO

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HISTORY OF CACUBO

• Use of engineering shops for manufacturing articles for general university use

• Experience during office vacation periods, and with exchange clerkships

CACUBO has held an annual meeting every year except:

1943: World War II; 1945: Meeting was cancelled due to a government wartime ban on conventions; 1955, 1960 and 1965: Association did not hold meetings due to the first, second and fourth meetings of the National Federation of College and University Business Officers (later named NACUBO).

Evolution of the Name of the Association

The following presents the historical name changes of what was to become today’s CACUBO:

• 1910: Association of Business Officers of the State Universities and Colleges of the Middle West

• 1919: Association of Business Officers of Universities and

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Colleges of the Middle West. This change was precipitated by business officers from private colleges becoming members of the Association.

• 1920: Association of University and College Business Officers• 1940: Central Association of University and College Business

Officers. This change was due to the establishment and growth of other regional associations.

• 1946: Central Association of College and University Business Officers. This change was adopted to achieve conformity with names of the other regional associations.

CACUBO Today

Since its founding, CACUBO has grown to 606 member institutions and organizations, which include 548 higher education institutions, 47 corporations and 11 other organizations. Individual members total 5,175. CACUBO members represent institutions large and small, public and private, and range from community colleges to small independent institutions to large research institutions.

CACUBO provides professional development opportunities and leadership training for all levels of staff in business and financial management. More information about the Central Association of College and University Business Officers can be found at www.cacubo.org.

HISTORY OF CACUBO

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CACUBO MEMBER INSTITUTIONS — 606

Total Member Institutions by State - 606

Arizona * 1California * 1Colorado 3Connecticut * 2DC * 2Florida 1Georgia * 1Iowa 42Illinois 99Indiana 47Kansas 32Massachusetts * 3Michigan 64Minnesota 47Missouri 64Nebraska 27

New Hampshire * 1New Jersey * 1New York * 3North Carolina * 2North Dakota 14Ohio 75Oklahoma 8Pennsylvania 1Rhode Island * 1South Dakota 14Texas 2Virginia * 1Wisconsin 47 606*Not noted on Central Region map.

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CACUBO PRESIDENTS 1911-2013

Total Member Institutions by State - 606

New Hampshire * 1New Jersey * 1New York * 3North Carolina * 2North Dakota 14Ohio 75Oklahoma 8Pennsylvania 1Rhode Island * 1South Dakota 14Texas 2Virginia * 1Wisconsin 47 606*Not noted on Central Region map.

Term President Institution1911-14 Shirley W. Smith University of Michigan1914-16 Carl E. Steeb Ohio State University1916-18 George H. Hayes University of Minnesota1918-19 Maurice E. McCaffrey University of Wisconsin1919-20 Trevor Arnett University of Chicago1920-21 U. H. Smith Indiana University1921-22 Lloyd Morey University of Illinois1922-23 John C. Christensen University of Michigan1923-24 Albert J. Lobb University of Minnesota1924-25 J. D. Phillips University of Wisconsin1925-26 Edward E. Brown University of Missouri1926-27 William T. Middlebrook University of Minnesota1927-28 William H. Bates University of Iowa1928-29 Herman Knapp Iowa State University1929-30 Robert B. Stewart Purdue University1930-31 Frank H. Wolcott University of Colorado1931-32 D. H. Peak University of Kentucky1932-33 T. C. Carlson University of Arkansas1933-34 H. H. Halladay Michigan State College1934-35 Fay E. Smith University of Wyoming1935-36 L. E. Gunderson University of Nebraska1936-37 Charles A. Kuntz Ohio State University1937-38 Ralph J. Watts Lawrence College1938-39 Karl Klooz University of Kansas1939-40 Harry L. Wells Northwestern University1940-41 William J. Mather University of Chicago1941-42 William H. Cobb University of Iowa1942-44 J. L. Lindsey University of Oklahoma1944-46 Alfred W. Peterson University of Wisconsin1946-47 Carroll D. Simmons University of Texas1947-48 Thomas E. Blackwell Washington University1948-49 Herbert Watkins University of Michigan1949-50 F. W. Ambrose University of Iowa1950-51 John K. Selleck University of Nebraska1951-52 Laurence R. Lunden University of Minnesota1952-53 Bruce Pollock Carleton College1953-54 Jacob Taylor Ohio State University

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CACUBO PRESIDENTS 1911-2013Term President Institution 1954-56 C. C. DeLong University of Illinois1956-57 Roscoe Cate University of Oklahoma1957-58 J. Parker Hill University of Chicago1958-59 Robert W. Hoefer University of Cincinnati1959-61 Harlan S. Kirk Michigan State University1961-62 Ralph Olmsted Evansville College1962-63 G. E. Harwood University of Notre Dame1963-64 C. F. McElhinnery University of Houston1964-66 James J. Ritterskamp Illinois Institute of Technology1966-67 Joseph A. Franklin Indiana University1967-68 Keith L. Nitcher University of Kansas1968-69 Robert W. Meyer Ohio Wesleyan University1969-70 D. Francis Finn Purdue University1970-71 Lloyd Goggin Miami University1971-72 Richard G. Vogel Washburn University of Topeka1972-73 Donald Marburg Beloit College1973-74 Raymond H. Bezoni University of Missouri1974-75 Rueben H. Lorenz University of Wisconsin-System1975-76 Harlan E. Cain Northern Illinois University1976-77 John M. Dozier Kalamazoo College1977-78 Roger D. Lowe Wichita State University1978-79 Walter R. Jahn Creighton University1979-80 Frederick R. Ford Purdue University1980-81 Warren R. Madden Iowa State University1981-82 Joseph F. Evans Washington University1982-83 Roger J. Fecher Kalamazoo College1983-84 John D. Mulholland Indiana University1984-85 Sister Mary B. Breslin Mundelein College1985-86 Paul J. Aslanian Macalester College1986-87 Kenneth J. Kolbert College of DuPage1987-88 Weldon E. Ihrig Ohio State University1988-89 P. Gus Geil Wittenburg University1989-90 Carol N. Campbell University of Minnesota1990-91 Robert S. Sorensen Indiana Vocational Technical College-Lafayette1991-92 Gary H. Newsom Purdue University-Calumet1992-93 James M. Dodson McPherson College1993-94 Katharine J. Kral University of Illinois, Urbana-Champaign

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CACUBO PRESIDENTS 1911-2013Term President Institution 1994-95 Wayne A. Warnecke Lakeland College1995-96 Michael S. Shirley Elgin Community College1996-97 Elaine M. Watson DePaul University1997-98 John D. Patterson Pittsburg State University-Kansas1998-99 James A. Barnes Ashland University1999-00 Janet C. Gibbs Loyola University-Chicago2000-01 Morris W. Beverage Lakeland Community College2001-02 Donald Hunkins Northwood University2002-03 Morgan Olsen Southern Methodist University2003-04 Barbarba Johnson Carleton College2004-05 Christine Jackson University of Nebraska–Lincoln2005-06 Jack Armul Florida Institute of Technology2006-07 Kevan Buck University of Tulsa2007-08 Ron Lostetter Carroll College2008-09 Julee Sherman Central Methodist University2009-10 Dave Clark Bismarck State College2010-11 Mary Herrin Wichita State University2011-12 Henry DeVries Calvin College2012-13 Dawn Rhodes Indiana University-Purdue University Indianapolis

The majority of the material presented in this history was taken from Mr. William E. Unger, Jr.’s book, A History of the Central Association of College and University Business Officers 1909-1997, which was published in 1997. CACUBO expresses thanks and appreciation to Mr. Unger for documenting the history of CACUBO, and to the many business officers that served in colleges and universities over the years and were instrumental in the continued development of CACUBO. All of these individuals have contributed greatly to the profession as we know it today.

Production and printing sponsored by

ACKNOWLEDGMENTS