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College Business Management Institute

2025 Returning Participants 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, and to learn more about our instructors, check out the Faculty Directory.

Monday, July 28

Class ID Title Faculty

8:30 am - 10:15 am
BUD 2241     Budgeting: Large Schools (Part 1) Martin
BUD 2242 Budgeting: Small Schools (Part 1) McCauley
HED 2224 Cross-Cultural Leadership: Navigating Generational Dynamics in the Modern Workplace (Part 1) Marsee
BUS 2218 Enterprise Risk Management (ERM) Bootcamp (Part 1) Fitzgerald/Anderson
FIN 2237 Treasury Management (Treasury Track) (Part 1) Speare/Sisler

10:30 am - 12:15 pm
BUS 2211 Advanced Auxiliary Services  
PER 2291 Building Your Team Through Emotional Intelligence R. Turner
BUS 2254 Don't Pay Twice! Indemnification, Contractual Liability, and Additional Insured Parker/Mitchell
BUS 2252 Hot Topics & Trends in NCAA Compliance Morris
HED 2296 How Universities/Colleges Work K. Turner/Monday
FIN 2232 Introduction to Capital Finance (Treasury Track) Byrne/Peloquin-Dodd
REF 3003 Refresher Only Roundtable Discussion: Hiring Smarter - Strategies for Higher Education Recruitment Bowes

1:30 pm - 3:15 pm
FIN 2240 Advanced Capital Financing (Treasury Track) (Part 1) Byrne/Peloquin-Dodd
BUD 2243 Budget Process and the Business Officer (Part 1) McCauley
PER 2252 Contemporary Human Resources Practices (Part 1) Coldren
PER 2298 Developing Leadership Effectiveness through Collaboration and Negotiation (Part 1) Griffith

3:30 pm - 4:30 pm
PER 2299 From Inspiration to Chaos: The Impact of Leadership Osborne
PER 2302 Leading from Within: The Power of Self-Reflection Johnson
BUD 2248 Understanding the Budget Process in Higher Education                        Batiste                   

 

Tuesday, July 29

Class ID Title Faculty

8:30 am - 10:15 am
BUD 2241     Budgeting: Large Schools (Part 2) Martin
BUD 2242 Budgeting: Small Schools (Part 2) McCauley
HED 2224 Cross-Cultural Leadership: Navigating Generational Dynamics in the Modern Workplace (Part 2) Marsee
BUS 2218 Enterprise Risk Management (ERM) Bootcamp (Part 2) Fitzgerald/Anderson
FIN 2237 Treasury Management (Treasury Track) (Part 2) Speare/Sisler

10:30 am - 12:15 pm
HED 2293 Change Management Deal/Brown
BUS 2253 Current Hot Topics in Risk Management (Treasury Track) Cella/Mitchell/Rodack
BUS 2258 Data-Driven Storytelling: Creating Engaging and Informative Presentations Kourouniotis
PER 2296 I am Unstoppable Because Osborne
CIS 2268 Navigating Global Frontiers: A Primer on International Risk Management for Business Officers Tafolla/Pluviose
BUD 2246 Strategic Budgeting: Using Analytics to Efficiently Allocate Instructional Resources Marsee
PER 2290 Supervising with a Mental Health Mindset R. Turner
REF 3004 Refresher Only Roundtable Discussion: TBD Fraker/Birdwhistell

1:30 pm - 3:15 pm 
FIN 2240 Advanced Capital Financing (Treasury Track) (Part 2) Byrne/Peloquin-Dodd
BUD 2243 Budget Process and the Business Officer (Part 2) McCauley
PER 2252 Contemporary Human Resources Practices (Part 2) Coldren
PER 2298 Developing Leadership Effectiveness through Collaboration and Negotiation (Part 2) Griffith

 

Wednesday, July 30

 

Class ID Title Faculty

8:30 am - 10:15 am
BUS 2213     Audits (Part 1) Clark
BUS 2259 Payment Systems Today and in the Future (Part 1) Lock
FIN 2242 PCI Compliance and Trends in Higher Education Payments (Treasury Track) (Part 1) Sisler/Speare
PER 2292 Rethinking Workplace Conflicts and How to Respond to Them (Part 1) Griffith
PER 2297 Strategies for Creating, Developing and Leading Productive Remote 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
HED 2295 Current/Upcoming Issues in Higher Education: The Intercollegiate Athletics Eco-System Carroll
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) Krauss/Rohde
PER 2293 How to Say No Noth
PER 2301 Lead at Work, Thrive at Home: Managing Decision Fatigue Grimes

1:30 pm - 3:15 pm
PER 2295 Building Insitutional Resilience: The Crucial Role of Business Officers in Higher Education Fitzgerald
CIS 2266 Cybersecurity in Higher Education Burr
BUD 2247 Higher Education Data Analytics Barnes/Hannah
BUD 2250 Grants: There is NO Way Around Them -- So Embrace Them McCauley
PER 2303 Quiet Leadership Franklin
BUS 2216 Third Party Risk Management (Treasury Track) Clark/Rodack

3:30 pm - 4:30 pm
HED 2294 Board of Trustees Communication Clark
PER 2300 How to Lower Stress When Overwhelmed at Work Robertson/Pluviose
HED 2298 Strategic Planning and Goal Setting: Crafting a Roadmap for Institutional Success Walker
PER 2304 The Leadership Mindset: Strengthening Focus, Clarity, and Purpose Johnson/Batiste

 

Thursday, July 31

Class ID Title Faculty

8:30 am - 10:15 am
BUS 2213      Audits (Part 2) Clark
BUS 2259 Payment Systems Today and in the Future (Part 2) Lock
FIN 2242 PCI Compliance and Trends in Higher Education Payments (Treasury Track) (Part 2) Sisler/Speare
PER 2292 Rethinking Workplace Conflicts and How to Respond to Them (Part 2) Griffith
PER 2297 Strategies for Creating, Developing and Leading Productive Remote 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
HED 2297 Innovation and Design Thinking: Transforming Challenges into Opportunities Walker
FIN 2231 Stewardship of Gift Funds Eckdahl
BUS 2256 Strengthening Business Operations Through an Innovative Mandatory Training Program Morgan/Anibaba
PER 2286 Understanding Communication Styles Franklin
REF 3005 Refresher Only Roundtable Discussion: TBD Thalheimer

1:30 pm - 3:15 pm
BUS 2257 Advanced Knowledge of Facilities Management  Childers
FIN 2248 Current Issues & Trends in Strategic Treasury Management (Treasury Track) Krauss/Lock
BUS 2251 Disaster Recovery & Resilience in Higher Education Sutherland
FIN 2249 Procurement - Driving Organizational Value Anasagasti
PER 2258 Learning to Think With More Than One Hat Gleason
CIS 2269 Managing AI Risk in Higher Education Environments: A Comprehensive Approach Robertson/E. Young

 

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