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محتوای ارائه شده توسط Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Creative Success = Financial Balance with Flexible Budget Plans As a creative individual, dealing with irregular income can be daunting. In this episode of From "Creative Passion To Profit", titled "How Creatives Can Budget for Regular Income," I, Mahmood, tackle one of the biggest challenges faced by those in the arts and creative world—budgeting. Have you ever felt the high of being fully booked and having commissions flying off the shelves, only to be met with silence and income droughts the following month? You're not alone. But here's the good news: with a little planning, you can smooth out those financial ups and downs. In this episode, I'll share three simple steps to help you build a budgeting system that fits your lifestyle and supports your creative ambitions. You'll learn how to determine your essential baseline expenses, create a financial buffer for quiet months, and implement a flexible yet simple budgeting method that allows you to thrive creatively and financially. You'll also have some homework tasks... Timestamped Summary: [00:00:00] Introduction to challenges of budgeting with erratic income. [00:00:58] Step 1: Determine your baseline expenses. [00:02:12] Step 2: Build a financial buffer for quieter months. [00:03:46] Step 3: Apply a simple, discipline-based budget system. [00:04:58] Homework: Calculate baseline expenses and track income. Mentioned in this episode: Training Training Training Find out more about Budgetwhizz Find out more about Budgetwhizz Budgetwhizz…
AGB Trusteeship Podcast
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محتوای ارائه شده توسط Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
The Trusteeship Podcast from the Association of Governing Boards (AGB) provides perspective on the issues facing the nation's universities and colleges. Through insider insight and expert analysis, AGB's podcast helps leaders in this vital sector advance the public trust in higher education.
…
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54 قسمت
علامت گذاری همه پخش شده(نشده) ...
Manage series 1601297
محتوای ارائه شده توسط Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB). تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Association of Governing Boards of Universities and Colleges: AGB and Association of Governing Boards (AGB) یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
The Trusteeship Podcast from the Association of Governing Boards (AGB) provides perspective on the issues facing the nation's universities and colleges. Through insider insight and expert analysis, AGB's podcast helps leaders in this vital sector advance the public trust in higher education.
…
continue reading
54 قسمت
همه قسمت ها
×As colleges and universities face mounting pressures from all directions - donors, politicians, alumni, and various interest groups - the ability of governing boards to maintain their independence has never been more crucial. This autonomy isn't about resisting political influence; it's about ensuring that boards can fulfill their fiduciary duties and make decisions that serve their institutions' missions and values. Board independence is key to institutions maintaining their role as crucial incubators of innovation, discovery, and democratic values. In this podcast, AGB President and CEO Fram Virjee discusses the vital role of independence and neutrality in today’s environment.…
As colleges and universities attempt to navigate today’s challenging economic environment, they are increasingly relying on their endowments to fund operating costs. That sometimes means spending beyond their endowment’s spending policy guidelines, which presents a difficult dilemma: How do they serve present needs yet also safeguard the institution’s long-term financial sustainability? In this podcast, AGB’s David Bass speaks with Cambridge Associates’ Tracy Filosa about the balance that institutional leaders must strike between, on the one hand, meeting current demands and, on the other, ensuring that adequate resources will be available for future generations of stakeholders.…
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AGB Trusteeship Podcast
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Foundation boards must create leadership succession plans for themselves and their CEOs. In addition, a strong institution-foundation partnership is crucial when a university leadership transition occurs. In this podcast, originally presented as a webinar, AGB Consulting’s Natalie Boehm speaks with AGB Senior Consultant Jane DiFolco Parker and AGB’s Executive Director of Philanthropic Governance David Bass about the vital role of succession planning in ensuring continuity and growth for foundations.…
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AGB Trusteeship Podcast
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Dr. Claudia Hampton was the first Black woman to serve on the California State University Board of Trustees and was a key force in the fight for affirmative action in the CSU system. Hampton gained the trust of her predominantly male, white fellow board members by employing “sly civility.” In this podcast, AGB Executive Vice President Mary Papazian, former President of San Jose State University, speaks with Dr. Donna Nicol, who is the Associate Dean for Personnel and Curriculum in the College of Liberal Arts at California State University Long Beach and the author of Black Woman On Board , which chronicles Dr. Hampton’s tenure on the CSU board and her lasting influence on the Cal State system.…
Artificial intelligence plays a key role in digital transformation, allowing institutions to scale their efforts and streamline their work. In this podcast, David Bass, AGB’s executive director of philanthropic governance, and Fundmetric CEO Mark Hobbs discuss the use of AI in fundraising in higher education. Effective use of AI and an improved data infrastructure can help you prioritize and personalize outreach, adapt to changing donor demographics, and identify untapped donor potential.…
With the 2024 U.S. presidential election on the horizon, how do the Democratic and Republican Party platforms address higher education policy? The election outcome will affect students and institutions, and board members should prepare so they aren’t caught off guard. AGB’s Morgan Alexander and Penn Hill’s Alex Nock discuss the potential impacts of the election, highlighting the GOP's call for eliminating the U.S. Department of Education and the emphasis both parties place on Title IX and alternatives to four-year degrees.…
The U.S. Department of Education released the final rule on Title IX on April 29, 2024. These new regulations emphasize broader reporting standards and more mandatory reporters, which could lead to an increase in Title IX reporting. In this podcast, Sally Mason, president emerita of the University of Iowa and AGB Senior Consultant and Senior Fellow, and Peter Lake professor of law and director of the Center for Excellence in Higher Education Law and Policy at Stetson University and AGB Consultant discuss the implications of the final rule and what boards need to know.…
Strategic enrollment planning goes beyond attracting new students. It involves supporting current students, evaluating program offerings, and understanding the broader environment. In this podcast, Stuart Jones of Southern Utah University and Lew Sanborne of RNL speak with AGB’s Cristin Toutsi Grigos about the importance of board and campus-wide engagement in strategic enrollment planning, regular assessment of the impact of those strategies, and how thinking small can lead to big changes over time.…
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AGB Trusteeship Podcast
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Changing student expectations, technological advances, and the need for flexibility have been driving a digital transformation in higher education. To make the most of that transformation, colleges and universities—and the boards that oversee them—need to develop a strategic plan and align technology with their institutional goals. In this episode, AGB Senior Consultant Amy Hilbelink, who most recently served as campus president of Pittsburgh, Online at South College, and Chris Moloney, associate vice president and associate managing principal of AGB Consulting, discuss the crucial role board members and trustees play in digital transformation.…
The Department of Labor recently issued a new rule affecting exempt and non-exempt employee status, which classifies employees based on job characteristics and determines if employees are eligible for overtime pay. The new rule could change who falls into those classifications, including staff and faculty on campuses around the country. AGB’s Morgan Alexander speaks with Alex Nock of Penn Hill Group about the implications of the new rule for colleges and universities, and what questions boards should be asking senior administrators. For more information, see AGB's Policy Alert .…
The Free Application for Federal Student Aid (FAFSA) serves as the crucial link for students pursuing higher education by determining their financial support needs. However, this year's revised FAFSA rollout has encountered significant challenges—including false starts, communication issues, and inaccurate data—garnering attention both within and outside academia. These delays are causing widespread disruptions for students, families, and educational institutions, with particularly severe implications for colleges that serve economically disadvantaged students. In this podcast, AGB’s Morgan Alexander speaks with Alex Nock of Penn Hill Group about the implications of the FAFSA delay for higher education, as well as the pertinent questions boards should be asking.…
Boards play a critical role in protecting the autonomy of higher education institutions and must lead proactively to navigate challenges to independence. In part two of this podcast, Board Independence Under Fire, AGB Interim President and CEO Ellen Chaffee and AGB Senior Fellows and Senior Consultants Jill Derby and David Maxwell discuss the importance of education and dialogue within boards to understand their responsibilities, including safeguarding institutional integrity and academic freedom.…
While governing boards need to be open to input and recommendations from their college, foundation, or system’s stakeholders, they must also discern between what’s appropriate and what could compromise their independence and their institution’s mission and integrity. That’s especially important these days, as political polarization is increasingly creating challenges for board members in fulfilling their fiduciary duties of loyalty, obedience, and care. AGB released a Board of Directors’ Statement on Influences Impacting Governing Board Independence and Leadership in late 2023 to guide boards in the governance of their colleges, foundations, and systems; inform them of their roles and responsibilities; and clarify their relationships with those involved in the governance process. In part one of this two-part podcast, AGB Interim President and CEO Ellen Chaffee speaks with two people who serve as AGB senior consultants and senior fellows: Jill Derby, who previously was chair of the Nevada Board of Regents and is the current chair of the American University of Iraq in Kurdistan, and David Maxwell, president emeritus of Drake University and board member and former board chair at Grinnell College. Ellen, Jill, and David will explore the challenges faced by governing boards in upholding their fiduciary duty amid increasing external pressures, as well as highlight the importance of maintaining board independence and protecting institutions from any undue influences.…
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AGB Trusteeship Podcast
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1 Higher Education Risk Governance in an Increasingly Complex, Expansive, and Regulated Environment 23:20
An effective enterprise risk management, or ERM, program is more than just identifying risks; it should add value to an organization by focusing on managing and monitoring risks over time. How do boards distinguish between disruptive and strategic risks? How do campuses address student mental health as a crucial area of risk? What are the key questions boards need to ask to assess the effectiveness of ERM and wellness initiatives at their institutions? In this podcast, Barbara McCuen Jones, AGB’s director of digital solutions speaks about the importance of adaptability, board involvement, and transparency in ERM programs with three leading experts: Leigh Goller, the chief audit, risk, and compliance officer for Duke University and Duke University Health System; Sharon McMullen, a consulting director at Huron, a global professional services firm; and Anne Pifer, a managing director at Huron.…
A federal government shutdown loomed large in September, but a last-minute agreement pushed the conversation to November. In this podcast, AGB's Morgan Alexander talks with Alex Nock of the Penn Hill Group about the top-line budget issues affecting higher education, where Congress is in its deliberations, and what colleges and universities need to understand how the next round of budget talks will affect them.…
After a 33-year career at Wichita State University, Elizabeth King is retiring as president and CEO of Wichita State University Foundation and Alumni Engagement. In this podcast, Elizabeth and David Bass, AGB executive director of philanthropic governance, discuss shifting trends in advancement, cultivating a culture of philanthropy, best practices for working with your foundation board, and advice for future foundation leaders.…
AGB's Board Professional Certificate Program, launched in July 2022, was created by board professionals for board professionals. In this episode, Patti Kunkle, AGB’s senior vice president and chief membership experience officer, speaks with AGB Senior Consultant and Senior Fellow Lynnette Heard and Kent State University Vice President and University Secretary Charlene Reed, program task force members. They discuss why AGB created the program, the anticipated learner outcomes, and recommended additional professional development opportunities for board professionals.…
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AGB Trusteeship Podcast
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1 Navigating Communication and Cultural Challenges on Campus: Insights for College and University Leaders 22:03
As the upcoming election season approaches, board members and top campus administrators must increasingly anticipate and navigate cultural challenges with tact and insight. In this episode, Erin Bossen and Simon Barker of Blue Moon Consulting Group speak with AGB’s Morgan Alexander about proactive strategies that decision makers can pursue to foster inclusivity, navigate controversies, and maintain harmony within their institutions. Drawing upon their extensive experience in crisis and issues management, Erin and Simon shed light on the current cultural and political environment and the issues that the upcoming election season will inevitably exacerbate, addressing specific concerns that will likely shape the campus climate and impact student experiences at colleges and universities around the country. Key Takeaways: Understanding the distinction between the board’s and the administration’s roles in managing cultural issues Clarifying institutional values and using them as a guide through complex issues Establishing parameters and processes for communicating (or not) with key constituencies Asking key questions of your leadership team to ensure your institution is prepared…
Intercollegiate athletics is changing at a rapid pace with implications for regulatory, programmatic, and governance oversight. In this podcast, Kent State University President Emerita and AGB Senior Consultant Carol Cartwright speaks with Huron’s Tim Walsh and with Jim Delany, a former commissioner of the Big 10 Conference about conference realignment, name-image-likeness, regulatory environments, and what boards need to know.…
Higher education is on the edge of change with more institutional closures and consolidations, and colleges and universities must continue to think strategically. Diversification of revenue streams is one such way to plan for the future. In this podcast, AGB’s Associate Vice President of Content Strategy Doug Goldenberg-Hart speaks with RNL Senior Vice President Todd Abbott and Brad Goan, PhD, the senior advisor for strategic innovation at the University of Montana and an associate consultant with RNL about the Strategic Enrollment Growth Matrix, with a special focus on diversification and how the board of trustees can support the institution in an enrollment planning process.…
University endowments are starting to take sustainable investing seriously, not only because students are urging them to but also because ESG—environmental, social, and governance—investing is proving to be good investment practice. For endowments looking to get started, or to expand their sustainable practices, this podcast addresses new opportunities as well as potential challenges, particularly in the context of the current economic and political environment. In this podcast, AGB’s Executive Director of Philanthropic Governance David Bass speaks with Northern Trust Vice President, Director of ESG Sharee Hassan. With more than 30 years of sustainable investment expertise, Northern Trust shares implications for the ESG landscape in 2023 and beyond.…
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AGB Trusteeship Podcast
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Growing political intrusion into higher education, insufficient preparedness to address demographic shifts impacting campus communities, and public skepticism regarding the value of higher education have the potential to weaken our colleges and universities and severely limit their ability to serve our country and its strategic interests if left unaddressed. In his Trusteeship article, “ American Democracy Is in Jeopardy ,” AGB President and CEO Henry Stoever calls on higher education governing boards to provide strategic leadership to address the threats to American democracy and our country’s economy. In this podcast, Trusteeship magazine editor in chief Carol Schuler talks with Stoever and AGB Senior Fellow and Senior Consultant Ellen Chaffee about what board members can do to become more educated, informed, and inspired to discuss and address these issues.…
Demographic and market changes are having a serious impact on higher education enrollment. Board members need a solid understanding of their institution’s marketing position and reputation, as well as of the relationship between institutional mission and enrollment strategies. In this podcast, AGB Associate Vice President for Content Strategy and Development Cristin Toutsi Grigos speaks with RNL Vice President Lew Sanborne, who leads strategic enrollment planning, and Eric Groves, RNL’s Senior Vice President of Campus Partnerships about what board members can do to understand more about enrollment and how to support strategies at their institutions or within their systems.…
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AGB Trusteeship Podcast
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1 What Boards Need to Know about Real Estate Optimization: Driving Stronger Performance in Higher Education 22:55
By taking proactive and strategic approaches to their leased and owned real estate holdings, colleges and universities can generate the liquidity and occupancy-costs savings they need to support their ongoing business strategies. In this podcast, Helen Drinan, president emerita of Simmons University and current interim president of Cabrini College, A&G Real Estate Partners Co-president Emilio Amendola, and Cambridge College Provost Stephen Healey discuss practical approaches to real-estate portfolio optimization, and how boards can think strategically about their properties.…
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AGB Trusteeship Podcast
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With an expected higher level of student activism when students return to campus in the fall, what can institutions expect and how can governing boards and administrations plan—together—to be prepared? In this podcast, Simon Barker and Pam Roskowski from the Blue Moon Consulting Group discuss with AGB’s Morgan Alexander how the upcoming fall semester may bring challenges, and how boards plan to address these challenges over the summer.…
AGB recently released the second edition of Endowment Management for Higher Education . Since the first edition was published in 2017, the COVID-19 pandemic provided a quick stress test for endowments. In this podcast, AGB’s Executive Director of Philanthropic Governance David Bass discusses with Nikki Kraus, coauthor of the publication and Chief Client Officer of Strategic Investment Group, and Horacio Valerias, Chief Executive Officer of Frontier Global Partners and a member of the Virginia Tech Board of Visitors, how the environment in which investment committees operate today is different from the prepandemic era and some of the most important lessons learned in recent years.…
In today’s uncertain higher education environment, colleges and universities rely on forward-looking governing boards to respond to rapidly evolving issues and challenges. Trustees must stay on top of strategic issues affecting their institutions and actively engage with their administration teams to ensure institutional success. In this podcast, AGB Senior Consultant Steven Golding speaks with Huron Consulting Group’s Jim Roth, CEO, and Jaime Ontiveros, a managing director for the higher education practice, about the challenges facing higher education boards today and how boards can best address a growing number of issues.…
Cyberattacks on colleges, universities, and foundations have become more frequent, more sophisticated, and more dangerous. Governing boards must recognize that these are enterprise-level risks, not simply an IT issue. AGB’s new publication, Cyber Risk Oversight for Higher Education Boards , developed in partnership with the Internet Security Alliance (ISA) and American International Group, Inc. (AIG), provides governing boards with five core principles that boards need to oversee their institution’s cybersecurity. In this podcast, Morgan State University President David Wilson, EdD., and Internet Security Alliance President Larry Clinton discuss with AGB President Henry Stoever Cyber Risk Oversight for Higher Education Boards and what higher-education governing boards need to understand in order to adequately and successfully oversee their institution’s cybersecurity.…
Institutionally related foundations are critical to the future success of colleges and universities. The most effective foundations foster relationships between the president and the foundation through the CEO and board chair based on trust, transparency, and open communication. In this podcast, Colorado State University President Joyce McConnell and George Mason University Foundation Board Chair Terri Beirne discuss with AGB Senior Fellow George Watt how alignment of goals and expectations has led to a strong partnership for each of their institutions.…
In this podcast, AGB Consulting’s Chris Moloney interviews Higher Education Business Models Under Stress coauthors Melody Rose and Larry Large about the importance of financial stress testing, and the pivotal role of governing boards in transforming the business model to lower costs and restore financial viability, while expanding access for first-generation and low-income students. The coauthors also emphasize the importance of planning and anticipating key steps necessary to achieve a successful transition, or even closure.…
In April 2019, AGB released a new advisory statement, “ Reclaiming Higher Education’s Leadership in Support of Civil Education .” In this episode of AGB's Trusteeship Podcast, Jonathan Alger, president of James Madison University, and Kristin Hodge-Clark, former AGB vice president for best practice and innovation and a trustee at the College of Saint Benedict, share examples of how civil education works on their campuses, in the classroom and the board room.…
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AGB Trusteeship Podcast
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Endowments allow colleges and universities, like other public and charitable organizations, to fund a portion of their work continuously, generation after generation. The ways in which these funds have been solicited from donors, applied to expenses, and stewarded over time are ultimately unique to each institution, and public misconceptions have proliferated on each of these points. Hear from Sandy Baum, a nonresident fellow at the Urban Institute and trustee of Bryn Mawr College, explain why endowments exist, what they provide to institutions and students, and why they are at risk.…
When it comes to intercollegiate athletics, board members should consider the totality of the student experience—from success on the playing fields to success in the classroom. Sometimes, the scales get tipped, and when problems emerge the board can find itself caught up in scandal. Boards need to understand their larger role and accept their accountability.…
Has higher education lost the public's trust? This episode of AGB's Trusteeship Podcast explores the realities and data behind confidence in higher education, featuring guests Patricia Brown Holmes, managing partner at Riley, Safer, Holmes, and Cancila and a former Illinois state court judge, and Brandon Busteed, executive director, education and workforce development at Gallup. Listen to these two experts weigh in on the factors that affect public confidence, including cost, access, and political viewpoints. More about AGB's Guardians Initiative at www.agb.org/guardians.…
What is the true measure of ROI in higher education? Michelle Tellock, a senior associate at Hogan Lovells, and Horacio Valeiras, a board member at Virginia Tech, discuss how the role of American higher education has evolved in our society in this episode of AGB's Trusteeship Podcast. How did the Morrill Land-Grant Acts, the GI Bill, and Pell grants shape the public perception of higher ed, and how is value being discussed in the board room? And what qualitative and quantitative data—including information about civic engagement and public health—should be included in these conversations with the public and legislators? For more information on ROI in higher education, see agb.org/guardians .…
What is innovation in higher education? Nancy Zimpher, immediate past chancellor of the State University of New York, and Paul LeBlanc, president of Southern New Hampshire University, discuss how innovation applies to higher education, as well as the challenges and opportunities that come with it. Listen to each discuss the board's role in innovation and mission, as well as effective methods to introduce innovation to the board. More about AGB's Guardians Initiative at www.agb.org/guardians.…
Having the right information is crucial when responding to questions about why college costs so much. But does it? Most students don't pay the full "sticker price" once financial aid is taken into consideration. Listen to Sandy Baum, economist and senior fellow at the Urban Institute, discuss the costs and benefits of a college degree–and why you never hear a news story about an unemployed high-school graduate. More about AGB's Guardians Initiative and The Business of Higher Education report mentioned in the podcast at www.agb.org/guardians .…
Higher education is often criticized for its costs and its relevancy. How can you be an advocate for higher education, even when public trust is eroding? Listen to AGB President Rick Legon and Kevin Reilly, president emeritus of the University of Wisconsin System, discuss how to respond to higher education's critics in a candid dialogue about these important issues. More about AGB's Guardians Initiative at www.agb.org/guardians .…
Introducing Higher Education Nation, the podcast from the Association of Governing Boards (AGB) that provides perspective on the issues facing the nation's universities and colleges. Through insider insight and expert analysis, Higher Education Nation helps leaders in this vital sector advance the public trust in higher education. Learn more about AGB's Guardians Initiative at agb.org/guardians .…
Online program management is more important than ever before since nearly every student in America has now taken online classes because of the COVID-19 pandemic. Higher education institutions can no longer afford not to learn, master, and perfect the creation, marketing, and enrollment of online college programs. In this podcast, Andy Lounder, AGB’s associate vice president of programs, speaks with Greg O’Brien, the chief growth officer for Ruffalo Noel Levitz (RNL), about the state of online education and enrollment today.…
In early 2021, trustees representing every public university in Colorado joined together to form the Colorado Trustee Network (CTN). This coalition’s mission is to support Coloradan trustees in enacting meaningful change related to Colorado’s investment in higher education, the state’s equity gap, and the alignment of postsecondary education and the workforce. In this podcast, Morgan Alexander, AGB’s associate director of public policy and strategic communications, speaks with three founding members of CTN: Alison Griffin, the chair of the board of trustees of Colorado Mesa University; Russell Noles, the vice chair of the Metropolitan State University of Denver Board of Trustees; and Chris Romer, a trustee of Colorado Mountain College.…
This past spring, AGB published the Principles of Trusteeship to enhance the effectiveness of all board members. These nine principles empower each and every board member to serve as strategic thought partners in governance and leadership with their boards, presidents, and leadership teams. In this podcast, Merrill Schwartz, AGB’s senior vice president of content and program strategy speaks with Marla Bobowick, project director for the Principles of Trusteeship working group, and Jim Lyons, a former university president and member of the working group about the process of developing the principles, how to utilize the principles as a board development tool, and their favorite principles.…
What is the board’s strategic role in advancing justice, equity, and inclusion? AGB’s own board of directors considered this question and recently published the AGB Board of Directors’ Statement on Justice, Equity, and Inclusion and Guidance for Implementation to guide governing boards in their efforts to implement this important governance work. In this podcast, AGB President and CEO Henry Stoever speaks with the organization’s board chair, Shauna Ryder Diggs, and board member Leo M. Lambert about the process, anticipated outcomes, and key to success as boards examine and address barriers to justice, equity, and inclusion in their own work, at all levels of the institution, and beyond the borders of the campus.…
The Lumina Foundation and the Bill & Melinda Gates Foundation recently developed a framework to help policymakers make strategic budget decisions for higher education post-COVID. With Scott Jenkins of Lumina and Travis Reindl of Gates, Kristin Hultquist of HCM Strategists discusses how the framework can help states and boards lead through and after the crisis.…
In this podcast, AGB Senior Fellow and George Watt interviews Oakton Community College President Joianne Smith and Chief Advancement Officer Katherine Sawyer as Oakton prepares to launch its first fundraising campaign.
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AGB Trusteeship Podcast
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How do institutions fund and staff their fundraising campaigns? Tom Mitchell, vice president for advancement of the University of Florida, co-edited AGB’s forthcoming publication, Fundraising Campaigns in Higher Education: A Practical Guide for Governing and Foundation Boards , and in this podcast, interviews chapter authors Lisa Eslinger of the Iowa State University Foundation and Zach Smith of WittKieffer on financing and staffing the campaign.…
What do board members need to know about fundraising campaigns? AGB’s 2021 publication, Fundraising Campaigns in Higher Education: A Practical Guide for Governing and Foundation Boards , offers board members a thorough grounding in the basic principles of successful comprehensive campaigns. John Lippincott, president emeritus of the Council for Advancement and Support of Education, co-edited the book and in this podcast, interviews chapter authors Charlie Phlegar of Virginia Tech and Sergio Gonzalez of Brown University on campaign foundations and structure.…
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AGB Trusteeship Podcast
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What makes a foundation innovative? How does a foundation catalyze innovation if the institution doesn’t have a culture of innovation? AGB's publication, The New Realities for Public Higher Education Foundations, focuses on the opportunities and risks institutionally related foundations face in a dynamic and uncertain higher education environment. In this podcast, former AGB President Rick Legon edited the book and interviews Gretchen Buhlig, CEO of the Arizona State University Foundation and author of the New Realities chapter, “The Innovative Foundation.”…
Metropolitan State University of Denver’s Board of Trustees recently voted to establish a Committee on Sustainable Racial Justice . This standing committee at the regional public institution will provide board-of-trustee oversight of the university’s efforts to eradicate systematic racism. In this podcast, MSU Denver’s Board Secretary David Fine discusses the work behind the new committee with trustees Mario Carrera and Albus Brooks, the board members who called for the formation of this committee.…
During this time of unprecedented challenges, the financial health of colleges and universities is a critical concern. Boards, investment committees, institutional leaders, and their advisors must work together to assess and plan for both the short- and long-term implications of the Covid-19 crisis, which is accelerating many of the negative trends that were already underway for higher ed. In this podcast discussion, Tim Yates, President of Commonfund Asset Management and head of the firm’s OCIO practice, discusses with AGB’s George Watt the challenges institutions are facing, shares the key questions they need to address, and offers strategies to help them face these challenges.…
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AGB Trusteeship Podcast
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1 Building the Bridge: Endowment Governance and Philanthropic Support During and After the Pandemic 27:05
Join AGB’s George Watt and Bank of America’s Bill Jarvis in a conversation on governance issues facing investment committees and institutional / foundation boards as campuses gradually reopen. Regardless of your institution’s specific situation, Bill emphasizes the importance of knowing three crucial things: Where you stand – the risks to which your investment portfolio and institution are exposed, and the effect on them of potential future scenarios; Why you stand there – the rationale behind portfolio and institutional structures and how they are intended to work together Where you are going – the intersection between science and society that will determine the investment and operational regime in which you will be operating This conversation is intended to provoke productive thought at a time when decisions are being made in an environment that remains uncertain and very fluid. Speakers: Bill Jarvis, Managing Director, Bank of America ( William_Jarvis@bofa.com ) William Jarvis is a managing director with Bank of America based in New York, responsible for strategic thought leadership with institutional and private philanthropic clients. He joined Bank of America in 2017 from Commonfund, where, as the executive director of the Commonfund Institute, he led that firm’s educational, research and professional development activities. He holds a BA in English literature from Yale University, a JD from the Northwestern University School of Law, and an MBA from the Kellogg Graduate School of Management. He does not provide legal advice in his role at Bank of America. George P. Watt, Jr. AGB Senior Fellow George Watt joined AGB as a senior fellow in July 2017, with a focus on AGB’s support of institutionally related foundations. In this role, he assists and advises on programs and research supporting the work of public university foundation boards and business operations, including AGB’s annual Foundation Leadership Forum, which brings together hundreds of board members and CEOs from across the country for a three-day program focused on governance practice, endowment management, and fundraising leadership. Prior to joining AGB, Mr. Watt served as executive vice president of institutional advancement at the College of Charleston (SC) and executive director of the College of Charleston Foundation. Mr. Watt came to the College of Charleston from the U.S. Naval Academy Alumni Association and the U.S. Naval Academy Foundation, where he served for nearly nine years as the joint president and chief executive officer. Mr. Watt previously held executive positions with First Union Corporation’s Enterprise Solutions Group, as well as IBM Consulting Group’s North American Financial Services practice. He is a 1973 graduate of the United States Naval Academy and holds the retired rank of Captain, U.S. Navy.…
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AGB Trusteeship Podcast
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Corvias Founder John Picerne explores how colleges and universities can transform themselves through strategically partnering with an innovator in the private sector, allowing for the monetization of existing resources and eradication of debt.
In this episode, AGB examines how University of Washington Alumni Association engaged with the state legislature and other policymakers to support university priorities through the work of UW Impact, the advocacy arm of the Alumni Association. Featuring Paul Rucker (executive director of the University of Washington Alumni Association) and Courtney Acitelli (program director of UW Impact), this episode explores the strength of engaging with alumni, community leaders, businesses, and other higher education institutions to promote higher education initiatives with lawmakers.…
Academic research played a role in some of the most transformative technologies today, in medicine, communications, and a host of other disciplines. However, skepticism of higher education and budget fears are cause for concern, encouraging policymakers and the public alike to question the value of university research. AGB interviewed former University System of Maryland Regent and former CEO of Lockheed Martin Norm Augustine, as well as former Emory University President Jim Wagner, to dig into the value of university research.…
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