CFO Colleague

CFO Colleague Helping Higher Ed Business Offices thrive through forecasting, analysis, mentoring and more. (Apple, Google, Spotify, iHeart)

Visit our podcast at https://www.spreaker.com/show/business-office-reset or wherever you get your podcasts!

Our final episode of the Major Campus Construction series is out today! Jessica Ryals talks top tips for the Accounting ...
04/17/2023

Our final episode of the Major Campus Construction series is out today! Jessica Ryals talks top tips for the Accounting side, including ways to build your Chart of Accounts to keep things running smoothly.

Our podcast will be on break until July, when we'll release content on HCM2, the Lean Business Office, and more!

Jessica Ryals talks through tips & tricks for smooth accounting for campus construction, including chart of accounts tweaks and best practices for capitalization.

In our 3rd installment for Major Campus Construction, Credo's Kevin Rolling and Dawn Rolling talk us through Project Man...
04/10/2023

In our 3rd installment for Major Campus Construction, Credo's Kevin Rolling and Dawn Rolling talk us through Project Management, keeping the project on time and on budget, and managing hiccups along the way.

Kevin and Dawn talk project management for a major campus construction project, including engaging key stakeholders, sticking to the plan, and overall ensuring the smoothest experience possible.

Planning for Major Campus Construction on Business Office Reset this week! Our strategic partners at Credo talk us throu...
04/06/2023

Planning for Major Campus Construction on Business Office Reset this week! Our strategic partners at Credo talk us through the process of examining the WHY behind a project, getting campus stakeholders involved, and pivoting throughout the process.

Our partners at Credo Higher Education, Dawn Rolling and Dean Rodeheaver, talk about the importance of planning with margin in mind, bringing the whole campus together, and understanding the "why" behind the project.

New series on Major Campus Construction starts today, with Heidi Hansen McCrory from Furman University talking us throug...
03/27/2023

New series on Major Campus Construction starts today, with Heidi Hansen McCrory from Furman University talking us through . This was such a fun conversation and full of great info for our business offices when approaching such a project on our campuses!

Heidi Hansen McCrory of Furman University shares her career journey and how she came to have "the best job in the world," her philosophy of fundraising, and her top tips for successfully fundraising for Major Campus Construction projects.

So You Want to be a CFO?The final installment of this series on Business Office Reset is live today! Hear the second por...
03/20/2023

So You Want to be a CFO?

The final installment of this series on Business Office Reset is live today! Hear the second portion of our conversation with Jan Haas on Auxiliaries and Facilities.

Join us next week for a mini-series on Major Campus Construction!

Continuing last week's conversation, we go in-depth on auxiliaires and dining services, how to tell when you might want to outsource, and always taking perspective from the residential student experience.

This next Monday, our final episode of So You Want to be a CFO will publish. NEXT Monday, we're starting a new mini-seri...
03/16/2023

This next Monday, our final episode of So You Want to be a CFO will publish.

NEXT Monday, we're starting a new mini-series on Major Campus Construction. Don't miss it on Business Office Reset!

So You Want to be a CFO?Today on Business Office Reset, Jan Haas walks us through the best ways to get to know your   op...
03/13/2023

So You Want to be a CFO?

Today on Business Office Reset, Jan Haas walks us through the best ways to get to know your operation (even from the Controller's seat) and managing Auxiliaries too. This week's only part 1 of the conversation - tune in next week for a deeper dive on RFP's and all things Auxiliaries too.

Jan Haas talks us through the important things to know about the facilities area and ways to build your knowledge even from the Controller's seat. We also touch on the buzzword topic of alternative revenue and some things to bear in mind.

So You Want to be a CFO?Today on Business Office Reset, we talk   with CFO Scott Stewart from Cornerstone University. He...
03/06/2023

So You Want to be a CFO?

Today on Business Office Reset, we talk with CFO Scott Stewart from Cornerstone University. He gives his top tips for working with investments and integrating management with a student-led endowment management group.

Scott Stewart talks about best practices with investments and endowment policy, Cornerstone's success with a student investment group, and steps to move forward in this area.

So You Want to be a CFO?Senior Advisor Ken Lilly talks   for   CFOs this week on the Business Office Reset podcast!
02/27/2023

So You Want to be a CFO?

Senior Advisor Ken Lilly talks for CFOs this week on the Business Office Reset podcast!

After a career in higher education and the banking industry, Ken Lilly shares the #1 tip for CFO's banking (relationship!) and ways to cultivate that. He also talks about some key trends to keep an eye on to keep bankers happy.

So You Want to be a CFO?Dan Boone from Trevecca Nazarene University discusses key steps to cultivate leadership traits i...
02/20/2023

So You Want to be a CFO?

Dan Boone from Trevecca Nazarene University discusses key steps to cultivate leadership traits in future hopefuls, the important relationships between a President, Provost, and CFO, and ways to ensure collaborative Senior Leadership at our institutions.

Dan Boone describes leadership qualities that make for great relationships between the CFO and key Senior Leadership team members, including the President and Provost.

The booth is ready at  ! we can’t wait to hear what’s happening on your campuses.As a conference special, show us your A...
02/16/2023

The booth is ready at ! we can’t wait to hear what’s happening on your campuses.

As a conference special, show us your Amazon order of The Confident Campus Controller and we have a signed copy for you at our booth :)

So You Want to be a CFO?This week on the Business Office Reset podcast, Dr. Drumm McNaughton of The Change Leader talks ...
02/14/2023

So You Want to be a CFO?

This week on the Business Office Reset podcast, Dr. Drumm McNaughton of The Change Leader talks about building the right governance team and relationships, providing the right information, and managing this important area of a CFO's responsibilties.

Drumm McNaughton brings his years of higher education Senior Leadership and Board experience as he describes best practices for governing boards and how CFOs can best manage their relationships with them.

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