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College Business Management Institute

2026 Returning Participant Schedule

Returning Attendees: Important Schedule Updates

Welcome back to CBMI! Please review this year’s updated schedule, as we’ve made some important changes:

  • Four-hour courses are now split over two days. When registering, be sure to select both Part 1 and Part 2 to receive the full content and applicable credit hours.
  • Treasury Track attendees: Your courses are labeled accordingly. To earn certification from the Treasury Institute of Higher Education, you must attend all Treasury Track courses.
  • Refresher courses are exclusively for CBMI graduates returning for a Refresher year.

For more details on course content, visit the Curriculum page (coming soon), and to learn more about our instructors, check out the Faculty Directory.

Monday, July 27

Class ID Title Faculty

8:15 am - 10:00 am
BUD 2241     Budgeting: Large Schools (Part 1) West
BUD 2242 Budgeting: Small Schools (Part 1) McCauley
HED 2224 Cross-Cultural Leadership: Navigating Generational Dynamics in the Modern Workplace (Part 1) Marsee
PER 2305 The TikTok Generation: Understanding & Engaging Gen Z in the Workplace (Part 1) Prince
BUS 2218 Enterprise Risk Management (ERM) Bootcamp (Part 1) Fitzgerald/
Anderson
FIN 2237 Treasury Management (Treasury Track) (Part 1) Sisler/Lock

10:30 am - 12:15 pm
BUS 2211 Advanced Auxiliary Services L. Mitchell/
Newman/TBD
PER 2296 I am Unstoppable Because Osborne
BUS 2254 Don't Pay Twice! Indemnification, Contractual Liability, and Additional Insured Parker/
A. Franklin
FIN 2232 Introduction to Capital Finance (Treasury Track) Byrne/
Peloquin-Dodd
PER 2298 Developing Leadership Effectiveness through Collaboration and Negotiation Griffith
BUD 2258 Designing Grant-Ready Programs: Aligning Strategy, Budget, and Outcomes (with Responsible AI Support) Bell
  Federal Policy Impacting Institutions of Higher Education: What You Need to Know Now Spreitzer
REF 3008 Refresher Only Roundtable Discussion: What the One Big Beautiful Bill (OB3) Means for Students and the Higher Education Community  Erslan

1:45 pm - 3:30 pm
FIN 2240 Advanced Capital Financing (Treasury Track) (Part 1) Byrne/
Peloquin-Dodd
PER 2252 Contemporary Human Resources Practices (Part 1) Coldren
BUS 2258 Data-Driven Storytelling: Creating Engaging and Informative Presentations (Part 1) Kourouniotis
HED 2299 Show Your Work: Strategic Visibility for Higher Education Leaders (Part 1) Burke
FIN 2253 Financial Stability: Partnering Financial Aid with Financial Wellness and Basic Needs Support (Part 1) M. Young/
McKinney

3:45 pm - 5:00 pm
PER 2299 From Inspiration to Chaos: The Impact of Leadership Osborne
PER 2295 Building Instiutional Resilience: The Crucial Role of Business Officers in Higher Education Fitzgerald
PER 2309 Intentional Mentorship 101 James
FIN 2255 Money Matters in Higher Ed: A Seminar in College-level Financial Affairs White
PER 2306 Accountability Made Practical: Tools Every Supervisor Needs Ross
CIS 2271 AI Techniques for Business Analysts Kourouniotis

 

Tuesday, July 28

Class ID Title Faculty

8:15 am - 10:00 am
BUD 2241     Budgeting: Large Schools (Part 2) West
BUD 2242 Budgeting: Small Schools (Part 2) McCauley
HED 2224 Cross-Cultural Leadership: Navigating Generational Dynamics in the Modern Workplace (Part 2) Marsee
PER 2305 The TikTok Generation: Understanding & Engaging Gen Z in the Workplace (Part 2) Prince
BUS 2218 Enterprise Risk Management (ERM) Bootcamp (Part 2) Fitzgerald/
Anderson
FIN 2237 Treasury Management (Treasury Track) (Part 2) Sisler/Lock

10:30 am - 12:15 pm
BUS 2260 Advanced Insurance and Risk Management (Treasury Track) Ingram/Hargis
PER 2291 Building Your Team Through Emotional Intelligence Turner
CIS 2268 Navigating Global Frontiers: A Primer on International Risk Management for Business Officers Tafolla
BUD 2246 Strategic Budgeting: Using Analytics to Efficiently Allocate Instructional Resources Marsee
HED 2295 Current/Upcoming Issues in Higher Education: The Intercollegiate Athletics Eco-System Carroll
PER 2310 Planning Your Next Negotiation Griffith
REF 3005 Refresher Only Roundtable Discussion: AI Governance in the Business Office: Setting Boundaries, Guardrails, and Accountability Bell

1:45 pm - 3:30 pm 
FIN 2240 Advanced Capital Financing (Treasury Track) (Part 2) Byrne/
Peloquin-Dodd
PER 2252 Contemporary Human Resources Practices (Part 2) Coldren
BUS 2258 Data-Driven Storytelling: Creating Engaging and Informative Presentations (Part 2) Kourouniotis
HED 2299 Show Your Work: Strategic Visibility for Higher Education Leaders (Part 2) Burke
FIN 2253 Financial Stability: Partnering Financial Aid with Financial Wellness and Basic Needs Support (Part 2) M. Young/
McKinney

 

Wednesday, July 29

Class ID Title Faculty

8:15 am - 10:00 am
BUD 2243 Budget Process and the Business Officer (Part 1) McCauley
BUS 2213     Audits (Part 1) Clark
FIN 2242 PCI Compliance and Trends in Higher Education Payments (Treasury Track) (Part 1) Sisler/Lock
PER 2292 Rethinking Workplace Conflicts and How to Respond to Them (Part 1) Griffith
PER 2297 Strategies for Creating, Developing and Leading Productive Teams (Part 1) Johnson
FIN 2243 Using Financial Ratios to Assess Institutional Financial Health (Part 1) Goldstein

10:30 am - 12:15 pm
BUS 2255 Addressing Employees Needs in Higher Education: A Data-Based Future Focused Leadership Session Finn
BUD 2249 Developing a Workforce for the Future Through the Budget Process Coldren
HED 2288 Fraud/Ethics Dixon
FIN 2253 Fundamentals of Higher Education Investments (Treasury Track) Rayis/Simpson
PER 2293 How to Say No Noth
PER 2301 Lead at Work, Thrive at Home: Managing Decision Fatigue Grimes
BUS 2216 Third Party Risk Management Clark
REF 3007 Refresher Only Roundtable Discussion: Washington Update for Higher Education Professionals Spreitzer

1:45 pm - 3:30 pm
BUD 2250 Grants: There is NO Way Around Them -- So Embrace Them McCauley
BUD 2247 Higher Education Data Analytics Barnes/Hannah
PER 2303 Quiet Leadership R. Franklin
BUS 2253 Current Hot Topics in Risk Management (Treasury Track) Cella/S. Mitchell
HED 2297 Innovation and Design Thinking: Transforming Challenges into Opportunities Walker
PER 2311 Say the Thing: Navigating Difficult Conversations for Campus Business Leaders Turner

3:45 pm - 5:00 pm
PER 2304 The Leadership Mindset: Strengthening Focus, Clarity, and Purpose Johnson/Batiste
FIN 2251 Advanced Endowment Management (Treasury Track) Rohde/Krauss
FIN 2252 Finance and Accounting Essentials for Non-Accountants Moran
CIS 2272 AI-Supported Model for Student Workforce Development James
PER 2307 Creating Buy-In: A Culture Code for Retaining High-Performers Grimes

 

Thursday, July 30

Class ID Title Faculty

8:15 am - 10:00 am
BUD 2243 Budget Process and the Business Officer (Part 2) McCauley
BUS 2213     Audits (Part 2) Clark
FIN 2242 PCI Compliance and Trends in Higher Education Payments (Treasury Track) (Part 2) Sisler/Lock
PER 2292 Rethinking Workplace Conflicts and How to Respond to Them (Part 2) Griffith
PER 2297 Strategies for Creating, Developing and Leading Productive Teams (Part 2) Johnson
FIN 2243 Using Financial Ratios to Assess Institutional Financial Health (Part 2) Goldstein

10:30 am - 12:15 pm
FIN 2250 Asset/Liability Management and Long-Term Planning (Treasury Track) Rodack/Rayis
PER 2294 Build a Process to Successfully Recruit Talent to Your Institution Coldren
HED 2225 Current Legal Issues in Higher Education  Walls
FIN 2231 Stewardship of Gift Funds Eckdahl
PER 2286 Understanding Communication Styles R. Franklin
PER 2290 Supervising with a Mental Health Mindset Turner
CIS 2266 Cybersecurity in Higher Education Wheat
REF 3006 Refresher Only Roundtable Discussion: Connecting Office Priorities to Institutional Mission Amid Change Walker

1:45 pm - 3:30 pm
FIN 2248 Current Issues & Trends in Strategic Treasury Management (Treasury Track) Lock/Freeman
FIN 2249 Procurement - Driving Organizational Value Anasagasti
CIS 2269 Managing AI Risk in Higher Education Environments: A Comprehensive Approach Robertson/E. Young
CIS 2270 A Framework for Humanizing Data Analysis Kourouniotis
PER 2308 From Entry-Level to Institutional Leader: Charting Your Path Through CBMI and Beyond Johnson
FIN 2254 In Pursuit of a CFO Job: Examining Fit and Mapping Out Your Career Path Goldstein

 

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