Business Office Reset

Phil Schmitt talks about the kind of staff relationships that lead to succession planning, his journey through succession planning in various roles, and his approach to succession with his staff now.

We talk with Duane Kilty about forming and maintaining on-campus relationships, resourcing staff and others, and building the team you need to get the job done.

Jessica Ryals shares her bio, her new book The Confident Campus Controller, and an outline of series to come in 2023.

Continuing the conversation from Part 1, we cover resourcing employees through major life events, including helpful approaches to policy, as retention strategy and good move for humanity.

We discuss HR strategies to attract higher ed employees and also those to retain them, diving into the complexities of recruiting to a rural environment and providing growth opportunities for all staff across an institution.

Finance & Accounting Recruiter Mike Slane of Robert Half Associates talks through The Great Reevaluation, including benefits and perks candidates want, and approaches to recruiting that lead to success.

Understaffed? Underresourced? We talk with Jan Haas of CFO Colleague about the questions to ask for a right-sized Business Office, the role policies and procedures play, and asking, "what can we STOP doing?"

Mark Biddinger shares successes at outreach from the Business Office to the rest of campus, including sources & uses of funding, summer cash planning, and revisiting donor restricted funds.

Janet Edwards talks about using the technology we already have to break institutional silos with financial reporting, persevering through the time it takes to drive change, and cultivating a variety of viewpoints in the Business Office with new-to-higher-ed and tenured employees.

Rick Mann, PhD talks creating value, resourcing budget owners, moving from tactical to strategic thinking, the faculty of the future, and moving quickly without being in a hurry in higher education.

Janelle Fox talks about bringing a business perspective to the Controller's seat, key questions to ask, and practical steps of living out a Strategic Plan

Tim Fuller talks about data generosity, effective collaboration between Enrollment and the Business Office, and enrollment projection best practices.

We discuss a partnership model of the idea of data generosity where we're not just sharing facts and figures but meaningful stories.

Jessica recommends Why Does College Cost so Much by Archibald & Feldman

Kara Gilliard joins us to discuss the importance of a cash budget, some "cash budget killers" to watch out for, and best practices.

Joretta Nelson talks about leadership and culture driving student success and retention, examining why students stay, and driving better student and financial outcomes at the same time.

Jennifer Barnes discusses key tenets of grants management, including planning and outcomes, as well as a deep dive into Title III for HBCU's and advice for those new to grants management.

Jan Haas discusses funded depreciation, deferred maintenance, and the importance of a robust capital budgeting model

We discuss looking at an operational budget from the revenue and expense sides, as well as taking a scalpel approach rather than axe approach to cost reductions

We introduce the 4-step Fiscal Planning Progression (FP2) comprehensive budget, and go in-depth on Step 1, the Strategic Budget

Suzanne Davis discusses her role as the Chief Development Officer, leading a data-driven institutional turnaround, and ways CFOs and staff can best support their Presidents.

Deep Dive into what Student Success and student learning look like, cultivating an investment mindset, and seeking the next iteration of higher education moving forward

Santiba Campbell talks about Business Office jargon, grants management (especially Title III Funds for HBCU's), remembering visual learners, the benefit of templates, and more ways the Business Office can support Faculty.

Weylin Burgett, Chief Information and Technology Officer at Kenyon College, talks about the importance of relationships between offices as a foundation for collaboration, the benefits of report writing skills for Business Office personnel, and some key tips for interacting well with IT when seeking help.

Dr. Andrew Permenter, retired VP of Institutional Research and Effectiveness from Southeastern University, discusses the "key to accreditors' hearts" and methods of setting challenging goals for an institution through the accreditation review process.