Upcoming Sessions

Tax Considerations for Alternative Investments

Tuesday, June 13, 2023, 1:00 PM - 2:00 PM

In this course, we will discuss tools for determining whether the institution has alternative investments, and if so, whether such investments require additional reporting on Form 990-T or foreign disclosure forms such as 926, 8865, and 5471. We will explain how to analyze a Schedule K-1 for disclosures relating to unrelated business income and indirect ownership of foreign investments. Lastly, we will briefly cover the type of information to be gathered for Forms 926, 8865, and 5471 and identify the parts of those forms that are most frequently completed by higher educational institutions.

Learning Objectives:

  • Analyze Schedules K-1 to identify unrelated business income and indirect ownership of foreign investments that could lead to additional filing requirements
  • Detect when an organization holds alternative investments that require further analysis
  • Demonstrate an awareness of the type of information needed to complete Forms 926, 8865, and 5471
Amanda Adams - Cherry Bekaert

HR & Total Rewards Trends

Thursday, August 3, 2023, 1:00 PM - 2:00 PM

This session will provide data on trends impacting our workforce. We will discuss actions employers are taking in the areas of compensation, benefits, work life effectiveness, performance management, and employee development in order to attract and retain talent.

Learning Objectives:

  • Understand data related to the workforce and economic environment
  • Learn about options to create an attractive total rewards package
  • Understand current compliance issue related to pay transparency
Becky Drozdz - Guerrilla HR LLC

Cultivating a Culture of Candor

Thursday, September 21, 2023, 1:00 PM - 2:00 PM

As situations arise in the workplace, we often find ourselves running in circles around the ‘heart of the matter.’ Whether it be from a fear of resistance by others or our own discomfort in bringing up challenging topics, a common reaction to difficult conversations is avoidance. The art of having ‘candid conversations’ is invaluable and can diffuse even the toughest of situations into an open, honest environment where ‘real’ results are accomplished. This program is designed to walk through how to foster candid communications and create powerful outcomes.

Learning Objectives:

  • Discuss a variety of cultures for communication and the impact of each on results
  • Introduce the Radical Candor matrix as a model for conversation
  • Share a prep tool to drive impactful dialogues
  • Engage strategic action for growth
Sarah Turner - Faurote Group

Using Cost and Revenue Analytics to Determine the Right Model for You

Tuesday, October 10, 2023, 1:00 PM - 2:00 PM

Cost and revenue analytics have a variety of uses in higher education from determining the economics of new academic programs and supporting the budgeting and planning process, to strategic resource allocation, administrative program review, and even campus master planning. This presentation will outline cost and revenue modeling and analytics as it applies to higher education. The presenters will take attendees through the spectrum of cost and revenue modeling and analytics options, from simple department-level modeling to more complex institution-level modeling and specialized costing applications. The audience will be exposed to the potential uses, benefits and challenges associated with cost and revenue modeling and analytics, with particular emphasis on data challenges/maturity and on how different institutions have found success in implementing cost and revenue analytics solutions. At the end of this session attendees will have a greater appreciation for how to embark on the road to creating a robust cost and revenue analytics capability at their institution.

Learning Objectives:

  • Identify how and why cost and revenue analytics will benefit your institution
  • Learn how other institutions have overcome challenges when developing cost and revenue analytics capability
  • Determine what sort of cost and revenue model and analytics is best for your institution
  • Understand how to embark on the road to creating a robust cost and revenue analytics capability at their institution
Anthony Pember - Cherry Bekaert
Dr. Adam Raab, Ed. D. - Embry-Riddle Aeronautical University

2023 Nonprofit Tax Update

Tuesday, December 5, 2023, 1:00 PM - 2:00 PM

During this session, we will bring you up-to-date on the latest developments affecting nonprofit organizations from a tax perspective. In particular, we’ll highlight guidance received in connection with provisions enacted as part of recent legislation. Topics will also include: other guidance issued by the IRS and updates to the IRS’ strategic plans.

Learning Objectives:

  • Identify the recent tax developments affecting the nonprofit industry
  • Analyze whether there are any other changes in recently issued guidance that affect your organization
  • Recognize upcoming IRS priorities with respect to the nonprofit sector
Amanda Adams - Cherry Bekaert

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