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Conference Pricing

Early Bird Deadline: September 1, 2021

Members (On-Site): $475 per person ($425 Early Bird)
Members (Virtual Via Zoom): $150
Non-Members (On-Site): $675 per person ($625 Early Bird)
Non-Members (Virtual Via Zoom): $300


Virtual Pricing Includes:

Full engagement in two-day program, including Q&A
Access to video recordings of presentations post-conference
Access to all conference resources


On-Site Pricing Includes:

Full engagement in two-day program, including Q&A
Networking/Fellowship with attendees & presenters
Access to video recordings of presentations post-conference
Three night’s lodging at the nearby Hilton Garden Inn
7 meals & refreshments
Access to all conference resources

Program Overview


Download Program Schedule

Presenter: Jeff Spear, CFO — Southeastern University; Founder, CFO Colleague (FL)
Overview: In the specific context of higher education, what are the most important duties and responsibilities of the CFO? What bucks unavoidably stop at their desks? How do distinguished CFO’s provide oversight and direction to the financial operations of the institution and discharge their fiduciary responsibilities to the board and public? What does integrity and efficiency look like in the financial department? Learn from a distinguished veteran how wise CFO’s give prudent leadership from their vital role as CFO.

  • Grasping the essential functions and roles
  • Understanding the risks and fiduciary responsibilities
  • Tracking and interpreting key performance indicators and ratios
  • Giving wise financial counsel to the president, board, and executive team

Presenter: Matt Kelly, CFO — ABHE (FL)
Overview: Building and managing a sound operational budget is at the financial heart of every great institution. How does a wise CFO effectively build the annual budget, secure the right input and buy in, protect the process from blue sky temptations and effectively manage this for sound financial operations? Learn from a veteran CFO and financial leader – observing key principles that will build strength and wisdom into your financial leadership.

  • Setting up the process for building a good and balanced budget
  • Securing input and ownership from the right institutional leadership
  • Protecting the process from dangerous and typical mistakes
  • Managing the budget in partnership with the leadership team

Presenter: Jan Haas, Partner — CFO Colleague (PA)
Overview: Data-driven decision management (DDDM/D3M) is an approach to business governance that values decisions backed by verifiable data.  Research shows that companies who rely on data expect better financial performance.  Understand D3M, identify methodologies for applying D3M in higher education, examine the success and pitfalls of the data-driven approach, and consider approaches for implementation.

  • Understand the principles of Data-Driven Decision Management (D3M)
  • Identify steps for implementation of D3M
  • Select good metrics for higher education (consistent, inexpensive, and easy to collect)
  • Ask the right questions of the data

Presenter: Charles Tegen, Retired Assoc. VP/Finance — Clemson University (SC); Member—ABHE COA
Overview: Every institution is required to secure an annual, independent financial audit.  So, what information and insight should this provide and how does the CFO share this with the appropriate leaders? What are the most important numbers to watch and understand? How do these often get missed or misunderstood? What does a wise CFO ask their auditor during the review and what are common mistakes made by auditors? Consider sage advice from a CPA and financial leader who’s processed many audit reports, including . . .

  • Understanding the basic structure and nature of a sound audit
  • Knowing key terms and definitions
  • Unpacking the audit – surveying the results
  • Asking the right questions, grasping the essential picture

Presenter: Steve Case, Sr. Corporate Counsel — Brotherhood Mutual (IN)
Overview: Now more than ever, higher education institutions face a plethora of legal risks. Having savvy legal counsel is vital. So, what are the basic areas of risk and how do you select the right counsel? What are the essential deliverables you should expect and dangers you should avoid? Consider prudent legal advice from a distinguished risk management leader, including . . .

  • A survey of legal risks facing institutions – a current landscape review
  • Types of legal expertise needed for all major risk areas
  • Engaging the right legal counsel for the right price
  • Maintaining prudent legal risk assessment, counsel, and representation


Presenter: Dave Moja, CPA, CEO — Moja & Company; ABHE Senior Fellow (GA)
Overview: Wise CFO’s steward institutional information to maintain steady compliance with the labyrinth of confusing and ever-changing tax regulations and reports along with accounting protocols. How can the CFO stay abreast of all of the relevant federal and state tax regulations and maintain financial information in accordance with currently accepted accounting standards? Walk through a “virtual reality” audit of this compliance landscape with a regulations expert and check these insights against your current operations. Reduce your risk of government audits and citations.

  • Overview of current federal and state tax regulations
  • Understanding and preparing the required tax forms
  • Common mistakes that are the most deadly
  • Staying abreast of what’s important – a no-surprise financial operation

Presenter: Dan Campbell, Partner — CapinCrouse (SC)
Overview: An important but often overlooked function for effective financial management is setting up the right processes that reflect a careful system of financial checks and controls. For the typical Bible college, what should this system look like and include? How do the right processes work? What procedures might a good auditor look for at your institution? Think through your processes with the help of a distinguished expert and sharpen the effectiveness of your financial checks and controls system including . . .

  • Reviewing the waterfront – knowing what to look for
  • Understanding compliance expectations – knowing the law
  • Conducting a checks & controls audit – before your auditor makes you
  • Giving effective oversight – inspect what you expect

Presenter: John Savage, CEO The Savage Group, WA
Overview: As part of the institutional leadership team, CFO’s bear a vital responsibility to demonstrate compliance with accreditation standards. What is the scope of a CFO’s responsibility and how do exemplary institutions report their findings? Consider insights from a veteran accreditation team evaluator, including . . .


  • The unique role of the CFO in the Self-Study process
  • What’s expected from the accreditation standards
  • Keys to demonstrating compliance
  • Avoiding common weaknesses and mistakes

Conference Faculty

Dan Campbell



Steve Case


Legal Counsel
Institutional Legal Risk Mgmnt.
Brotherhood Mutual

Keith Mock


CFO Colleague

Matt Kelly



Dave Moja


Moja & Company

John Savage


Chief Executive Officer
The Savage Group

Jeff Spear


CFO Colleague

Charles Tegen


Member, ABHE Commission
on Accreditation
Retired Assoc. VP/Finance
Clemson University

Frequently Asked Questions

Is lodging included in the registration fee?

YES, for on-site attendees3 nights, including arrival the evening before the conference begins.

Can I request for additional hotel nights?

YES The ABHE group rate is $110/night.  You can qualify for our group rate three days prior and three days post conference.  You can request and pay for your additional hotel nights during the registration process.  All reservations must be made and managed by the ABHE office as it is part of a group reservation.  This includes changes to existing reservations.  Email with any questions or updates to existing reservations.

Is airport shuttle service available?

YES! Complimentary shuttle service is available from the Orlando International Airport (MCO). To request the complimentary shuttle to the Hilton Garden Inn:

  • Call the hotel for shuttle pickup – 407-240-3725
  • Take airport elevator to level 1 – ground transportation
  • Go through the sliding doors
  • Stand at either A4 (A Side) or B4 (B Side) for pickup
Where is the hotel located in relation to the ABHE Conference Center?

The Hilton Garden Inn is directly across the street from the ABHE Weber Center (located in the Citadel I Building – Suite 130).

Are meals included in the registration fee?
YES for on-site attendees, including 7 meals and all snacks/beverages.
Are scholarships available?

YES for on-site attendees – limited scholarships are available.  Please email your request to with an explanation of your financial need.

What is your Cancellation Policy?

In the event of either virtual or on-site registration cancellation, fees paid in advance are refundable – less a $50.00 service charge per person, provided written notice is received by ABHE no later than three weeks prior to the event. No refunds will be granted after that date. E-mail notification will suffice. Please e-mail to request a refund. There are no refunds provided for no-shows.

How do I CANCEL a person on my registration?
You may log back into your registration form at any time with your confirmation number to make any cancellations, or contact to have your registration cancelled.

Executive Leadership Training Logo

Growing institutions are led by growing leaders. Consider engaging in the Executive Training Program specifically designed for CFOs in ABHE. Delivered over two years including over 36 workshop presentations in seven areas of leadership competency and capacity. You can review the certification program details HERE. Enroll in the program today!

Questions regarding the certification program can be directed to David Medders, Executive Vice President.

Hilton Garden InnFor those attending the Conference On-Site, the ABHE staff will make a hotel reservation for you. Please indicate your room type/preference when you register for the conference.The Hilton Garden Inn is located 1 mile from the Orlando International Airport.  

Hilton Garden Inn – Orlando Airport 
7300 Augusta National Drive
Orlando, FL 32822 
(407) 240-3725     


Complimentary shuttle service is available from the Orlando International Airport (MCO) to the Hilton Garden Inn. To request complimentary shuttle service:

  • Call the hotel for shuttle pickup – (407) 240-3725     
  • Take airport elevator to level 1 – ground transportation
  • Go through the sliding doors
  • Stand at either A4 (A Side) or B4 (B Side) for pickup

Conference Staff

David MeddersDavid Medders
Executive Vice President    



Carol Dibble
Director of Communications & Events


Darby Blanchard
Darby Blanchard
Digital & Administrative Services Coordinator