RSS Amplifier

Podcast

CBO Speaks

CBO Speaks from NACUBO showcases our most seasoned CBO colleagues from top institutions around the country as they share stories of their journey as business officers. Their experiences inspire us and show us what's possible in our own work.

nacubo.orgSource feed ↗173 episodes

Live Last read · last published · next check

Written by

Latest episodes

Saves to your Listen queue, to pick up on another day or another device.

Trust Before You Need It: Financial Resilience and Radical Transparency with Vermont State Colleges CBO Sharron Scott

Sharron Scott is the chief financial and operating officer for the Vermont State Colleges in Montpelier, Vermont. In this episode, Scott joins host Melissa Farley to talk about navigating one of public higher education's most visible financial crises, making the case for radical transparency with boards and stakeholders, and how a systems-thinking mindset shaped her approach to institutional…

Play

I Can Do Hard Things: Resilience, Leadership, and the Long Game with New England College of Optometry CBO Rich Kelley

Rich Kelley is chief financial officer at New England College of Optometry in Boston. In this episode, Kelley joins host Melissa Farley to talk about the leadership philosophy he calls transparent accountability, the financial planning challenges facing tuition-dependent institutions, and the lasting value of mentorship and professional networks in higher education. "I started to realize that the…

Play

Relationships Are the Strategy: Building Career and Institution with Vassar College CBO Bryan Swarthout

Bryan Swarthout is vice president for finance and administration at Vassar College in Poughkeepsie, New York. In this episode, Swarthout joins host Melissa Farley to talk about navigating the transition from corporate finance to higher education, leading with influence and servant leadership, and managing a broad institutional portfolio with strategic intentionality. "Be open to opportunities—you…

Play

Beyond the Balance Sheet: Creating Trust-Based Leadership with Oregon State University CBO Carla Hoʻā

Carla Hoʻā is vice president for finance and administration and chief financial officer at Oregon State University in Corvallis, Oregon. In this episode, Hoʻā joins host Melissa Farley to talk about building organizational resilience, leading through complexity, and transforming higher education through relationship-centered leadership. "The role of the CBO has changed over time... moving from a…

Play

The Office of 'Let's Figure It Out': Transforming Financial Leadership with Wofford College CBO Chris Gardner

Chris Gardner is chief financial officer at Wofford College in Spartanburg, South Carolina. In this episode, Gardner joins our host Melissa Farley to discuss the evolving role of higher education CFOs, building authentic leadership through relationship-focused management, and navigating institutional identity in challenging times. "I want people to hopefully feel like they could approach me, that…

Play

Students First, Always: A Leadership Journey with Lafayette College CBO Audra Kahr

Audra Kahr is executive vice president for finance and administration at Lafayette College in Easton, Pennsylvania. In this episode, Kahr joins our host Melissa Farley to discuss her journey from private sector accounting to higher education leadership, building exceptional teams, and creating a legacy focused on student success. "Leadership is about really taking everything you've encountered…

Play

The Heart of Higher Ed Finance: Building Trust-Based Teams with Brooklyn College CBO Alan Gilbert

Alan Gilbert is senior vice president for finance and administration at Brooklyn College, part of the City University of New York system in Brooklyn, New York. In this episode, Gilbert joins our host Melissa Farley to discuss leading through transformative times, building trust-based organizational culture, and adapting higher education to meet evolving student needs. "Be yourself is the most…

Play

The Modern CBO: Expanding Beyond Finance with Forsyth Technical Community College CBO Kizzy Lea

Kizzy Lea is chief financial and operations officer at Forsyth Technical Community College in Winston-Salem, North Carolina. In this episode, Lea joins host Melissa Farley to discuss leadership evolution beyond finance, embracing operational innovation, and creating student-centered institutional impact. "Get comfortable wearing multiple hats—it's not just about finance anymore. Technical skills…

Play

Data Meets Mission: Transforming Higher Ed Finance with Xavier University CBO Kevan Buck

Kevan Buck, president of finance and administration and chief financial officer, Xavier University, Cincinnati, Ohio, joins host Melissa Farley to discuss mission-driven leadership, embracing innovation, and creating meaningful student experiences in higher education. "It really comes down to one thing and that's students. If you're on a campus when the kids arrive in the fall and you walk out and…

Play

Passing the Mic: Meet Melissa Farley

In this special transition episode of CBO Speaks, longtime host Donna Schiele welcomes incoming host Melissa Farley, former corporate journalist with USA Today Network and current host of The Morning Show in Arizona. "I'm really excited to uncover the stories behind the titles," Farley says. "I want to understand not just what our guests do, but how they think, what motivates them, and the lessons…

Play

Strategic Storytelling in Finance: University of Puget Sound CBO Kimberly Kvaal on Communicating Complex Change

Kimberly Kvaal is executive vice president and vice president for administration and finance at the University of Puget Sound in Tacoma, Washington. In this episode, Kvaal joins our host Donna Schiele to discuss finding purpose in higher education leadership, the power of mentorship in career development, and innovative approaches to financial sustainability in modern universities. "I think now…

Play

Growth and Strategic Scale: Texas A&M University CBO John Crawford on Stewarding Financial Success

John Crawford is vice president for finance and chief financial officer at Texas A&M University in College Station, Texas. In this episode, Crawford joins our host Donna Schiele to discuss following in his father's CPA footsteps, managing Texas A&M's massive $2.5 billion budget during a tuition freeze, and navigating the evolving landscape of higher education finance. "I think evaluating the P3…

Play

Mission-Driven Management: University of Wisconsin-Milwaukee CBO Robin Van Harpen on Leading Through Change

Robin Van Harpen is senior vice chancellor for finance and administrative affairs at the University of Wisconsin-Milwaukee in Milwaukee, Wisconsin. In this episode, Van Harpen joins our host Donna Schiele to talk about transitioning from legal counsel to CFO leadership, navigating institutional financial challenges, and fostering an environment where talent can thrive. "Leadership in higher…

Play

Data-Driven Turnaround: Transforming Institutional Finance with Northern Kentucky University CBO Christopher Calvert

Christopher Calvert is chief financial officer and vice president of administration and finance at Northern Kentucky University in Highland Heights, Kentucky. In this episode, Calvert joins our host Donna Schiele to discuss his journey from private sector finance to higher education leadership, implementing data-driven financial strategies, and navigating the evolving landscape of institutional…

Play

Beyond the Numbers: Understanding Today's Chief Business Officers

The fifth edition of the National Profile of Higher Education Chief Business Officers, released last year, offers crucial insights into the career paths, responsibilities, and aspirations of CBOs across the country. In this special crossover episode between CBO Speaks and NACUBO in Brief, host Donna Schiele and NACUBO's Bryan Dickson explore the Profile's findings with Nicole Long, chief financial…

Play

The Power of Curiosity and Transparency: Leadership Lessons from University of Rhode Island CBO Abby Benson

Abby Benson is vice president for administration and finance at the University of Rhode Island in Kingston, Rhode Island. In this episode, Benson joins our host Donna Schiele to talk about her diverse career path, the importance of curiosity and transparency in leadership, and the unique challenges and opportunities facing higher education today. "I would say that curiosity is really important. I…

Play

Beyond the Job Description: Seizing Opportunities with Great Falls College MSU CBO Carmen Roberts

Carmen Roberts is the executive director of operations at Great Falls College Montana State University in Great Falls, Montana. In this episode, Roberts joins our host Donna Schiele to talk about her journey to becoming a higher education leader, the challenges and opportunities in operations management, and the importance of fostering collaboration among diverse teams. "Don't be afraid to take on…

Play

Reframing Financial Conversations: Kalamazoo Valley Community College CBO Brian Lueth on Resource Allocation and Student Impact

Brian Lueth is vice president for finance and business at Kalamazoo Valley Community College in Kalamazoo, Michigan. In this episode, Lueth joins our host Donna Schiele to talk about his journey from public accounting to higher education, the importance of effective communication in conveying financial information, and strategies for maintaining affordability and access for students. "I always try…

Play

Transparency Transforms: Effective Communication with Lake-Sumter State CBO Michelle Matis

Michelle Matis is vice president of finance and CFO at Lake-Sumter State College in Leesburg, Florida. In this episode, Matis joins our host Donna Schiele to talk about her career path in higher education finance, managing financial health during challenging times, and the importance of collaboration and transparency. "I always try to instill that with my team first, that we're going to be…

Play

Beyond the Balance Sheet: Kentucky Community and Technical College System CBO Todd Kilburn on Student-Centered Financial Leadership

Todd Kilburn is chief financial officer at Kentucky Community and Technical College System (KCTCS) in Kentucky. In this episode, Kilburn joins our host Donna Schiele to discuss navigating institutional transitions, balancing financial leadership with student success, and the evolving responsibilities of modern chief business officers across KCTCS's 16 colleges, 70 campuses, and over 85,000…

Play

Stepping Outside Your Comfort Zone: Belmont University CBO Harry Allen's Advice for Growth

Harry Allen is executive VP for financial excellence and CFO at Belmont University in Nashville, Tennessee. In this episode, Allen joins our host Donna Schiele to talk about his journey from banking to higher education, the importance of relationships and service in leadership, and his vision for the future of finance in higher ed. "I view my role in the many roles that I've had in my career. I'm…

Play

Listening and Leading: Elgin Community College's CBO Kimberly Wagner

Kimberly Wagner is the vice president of business and finance at Elgin Community College in Elgin, Illinois. In this episode, Wagner joins our host Donna Schiele to talk about her transition from corporate accounting to higher education, the importance of empowering and investing in your team, and trends and changes in community colleges. "I think truthfully sweating the small stuff sometimes back…

Play

Strategic Thinking, Analytics, and Relationships: Insights from Manchester University CBO Claire Knapp

Claire Knapp is the vice president of finance and administration, chief business officer and treasurer at Manchester University in North Manchester, Indiana. In this episode, Knapp joins our host Donna Schiele to talk about his unique career journey from public accounting to higher education, navigating financial challenges in a post-pandemic environment, and the importance of collaboration and…

Play

Mentorship Matters: Insights on Career Growth from Colorado College CBO Lori Seager

Lori Seager is vice president for finance and chief financial officer at Colorado College in Colorado Springs, Colorado. In this episode, Seager joins our host Donna Schiele to talk about her unique career path, the value of a liberal arts education, and the evolving role of a CBO. "I think if a person cultivates that relationship, especially with their supervisor and asks for opportunities to be…

Play

Leading With Intention: Leadership Lessons From Sam Houston State University CBO Amanda Withers

Amanda Withers is the chief financial officer and senior vice president for operations at Sam Houston State University in Huntsville, Texas. In this episode, Withers joins our host Donna Schiele to talk about her journey to becoming a CBO in higher education, the importance of leadership and mentorship, and the future of the CBO role. "I think the CBO is going to become more of an integrated…

Play

Embracing Change Fearlessly with University of North Texas CBO Clayton Gibson

Clayton Gibson is vice president for finance and administration and CFO at the University of North Texas in Denton, Texas. In this episode, Gibson joins our host Donna Schiele to talk about his educational journey, his transition from corporate to higher ed, and the importance of mentorship. "Focus on your career and technical skill sets, but you also want to be involved in the community," Gibson…

Play

Keeping Students Central: University of Arkansas CBO Ann Bordelon on Investing in People

Ann Bordelon is executive vice chancellor for finance and administration at the University of Arkansas in Fayetteville, Arkansas. In this episode, Bordelon joins our host Donna Schiele to talk about her career journey, mentorship, and leadership through change in higher education. "I look back on my career and there have been a handful of people who have really been instrumental," Bordelon says.…

Play

Minding the Data: South Florida State College CBO Peter Elliott on Telling Stories with Numbers

Peter Elliott is vice president for administrative services at South Florida State College in Avon Park, Florida. In this episode, Elliott joins host Donna Schiele to talk about his career path, challenges in higher education, and the importance of community colleges. "I like to say when I introduce myself: I'm here because usually when a student gets to my office, they're not happy, and the odds…

Play

Managing Risks and Getting to "Yes": UW-Madison CBO Rob Cramer's Insights

Rob Cramer is vice chancellor for finance and administration at the University of Wisconsin-Madison in Madison, WI. In this episode, Cramer joins host Donna Schiele to discuss learning from mentors, overcoming challenges, and being optimistic for higher education. "How do we get to 'yes' when being asked to help solve problems?" Cramer reflects. Despite challenges, he remains focused on…

Play

Developing Leaders of Tomorrow: CSUSB CBO Samuel Sudhakar on Grooming Successors

Samuel Sudhakar is vice president and chief financial officer at California State University, San Bernardino in San Bernardino, CA. In this episode, Sudhakar joins host Donna Schiele to talk about his career journey, the importance of developing leaders, and how higher education needs to adapt. "The effectiveness of a leader comes from developing a number two and succession plan," he says.…

Play

Mentorship That Transforms: Advice from PASSHE's CFO Molly Mercer

Molly Mercer is chief financial officer at the Pennsylvania State System of Higher Education (PASSHE) in Harrisburg, Pennsylvania. In this episode, Mercer joins host Donna Schiele to discuss navigating a career in higher education finance, embracing shared governance, and growing as a leader through mentorship. "I can't say enough about the importance of mentoring," Mercer emphasizes. She…

Play

Shared Governance: An Opportunity, Not an Obstacle — DePauw University CBO Andrea Young

Andrea Young is vice president for finance and administration and associate professor of mathematical sciences at DePauw University in Greencastle, Indiana. In this episode, Young joins host Donna Schiele to discuss her career journey in higher education administration, the importance of shared governance, and building consortium relationships. "I think that oftentimes, particularly if one is new…

Play

A Bright Future with Change Driving Innovation: University of Kansas CBO Jeffrey DeWitt

Jeffrey DeWitt is chief financial officer and executive vice chancellor for finance at the University of Kansas in Lawrence, Kansas. In this episode, DeWitt joins our host Donna Schiele to talk about the challenges facing higher education, the importance of strategic alignment, and the bright future ahead for universities. "The future of higher ed, which is what we're working on at KU, is the…

Play

Investing in Student Success: Loyola University Maryland CBO John Coppola on Meeting Evolving Needs

John Coppola is vice president for finance and administration at Loyola University Maryland in Baltimore. In this episode, Coppola joins host Donna Schiele to talk about finding mentors in higher education, investing in initiatives that support student success, and participating in professional associations like NACUBO and EACUBO. "There's no better opportunity to really get your finger on the…

Play

Navigating the CBO Career Path: Michigan State CBO Lisa Frace

Lisa Frace is senior vice president, chief financial officer, and treasurer at Michigan State University in East Lansing, Michigan. In this episode, Frace joins host Donna Schiele to discuss her career path, lessons learned, and insights on the future of higher education finance. "I think mentorship evolves over time. I can think about each organization I was in and how even if it wasn't a formal…

Play

Curiosity Over Ego: UC Irvine CBO Mary Lou Ortiz Talks Learning on the Job

Mary Lou Ortiz is vice chancellor, finance and administration and chief financial officer at University of California, Irvine. In this episode, Mary Lou joins our host Donna Schiele to talk about learning on the job, developing mentor relationships, and leading through change. "One of the things I noticed was that a mentor I had was never afraid to say, 'I don't understand,' and to ask questions,"…

Play

The Power of Partnerships: Texas Tech CBO Noel Sloan on Collaboration

Noel Sloan is senior vice president of administration and finance and chief financial officer at Texas Tech University in Lubbock, Texas. In this episode, Noel joins our host Donna Schiele to talk about her winding career path to higher education, the importance of mentorship and collaboration, and her approach to creating a magical experience for everyone who visits Texas Tech's campus. Noel…

Play

From 'No' to 'How': UNLV's CBO Jean Vock on Transforming Campus Perceptions

Jean Vock is the senior vice president for business affairs and chief financial officer at the University of Nevada, Las Vegas (UNLV). In this episode, Vock discusses the growth of UNLV to serve the Las Vegas community, her philosophy of leading with service and stewardship, and efforts to transform the perception of the CFO's office. "If we start out in an intake conversation saying, 'The first…

Play

Leveling Up in Leadership: Career Growth Tips from Morehouse College's CBO Undria Stalling

Undria Stalling is the senior vice president of business and finance and chief financial officer at Morehouse College in Atlanta. In this episode, Stalling joins host Donna Schiele to talk about her career path to Morehouse, empowering her team, and the importance of historically Black colleges and universities. "The most rewarding responsibility is providing the support to my team and them being…

Play

From Self-Doubt to the C-Suite: The Unconventional Path of Abilene Christian's CFO Lori Herrick

Lori Herrick, the chief financial officer at Abilene Christian University in Abilene, Texas, joins host Donna Schiele on the CBO Speaks podcast. In this episode, Herrick discusses her experience as the first woman CFO in Abilene Christian University's history. She talks about overcoming impostor syndrome as a woman leader and pioneering a seat at the table in higher education finance. Herrick also…

Play

From Data to Decision-Making: Navigating the Evolving Landscape of Higher Education with Lucien Costley

Lucien Costley is the Vice President for Planning and Finance at Schreiner University in Kerrville, Texas. In this episode, Lucien joins our host, Donna Schiele, to discuss his unique path to his current role, the challenges and opportunities of being a CBO, and his thoughts on the evolving landscape of higher education. "I wasn't your typical Institutional Research (IR) person," Lucien says,…

Play

NACUBO's New Podcast • Career Conversations

NACUBO's new podcast Career Conversations, featuring insights and advice for business professionals new to higher education, starts airing biweekly on September 8th. Make sure to subscribe!

Play

Bonus Episode 2023: Business Officers Share Their Favorite Resources in Our Resource Corner

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs share their go-to resources.

Play

Bonus Episode 2023: Business Officers Share Their Thoughts on Creative Solutions

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs talk about creative solutions.

Play

Bonus Episode 2023: Business Officers Share Their Thoughts on Collaboration

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs discuss collaboration.

Play

Bonus Episode 2023: Business Officers Share Their Thoughts on Student Success

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs reflect on student success.

Play

Bonus Episode 2023: Business Officers Share Their Thoughts on Governance

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs talk about governance.

Play

Bonus Episode 2023: Business Officers Share Their Thoughts on Analytics

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs discuss analytics.

Play

Bonus Episode 2023: Business Officers Share Their Thoughts on Advocacy

Welcome to this special bonus episode of CBO Speaks. Throughout this season, we've asked our interviewees to share their thoughts about today's important topics. In this episode, our CBOs talk about advocacy.

Play

Bonus Episode 2023: Business Officers Share Their Thoughts on DEI

Welcome to this special bonus episode of CBO Speaks. We've asked our recent interviewees about important topics for our listeners and collected their responses to share with you in these mini topical episodes. In this episode, our CBOs discuss how to put action towards diversity, equity, and inclusion... or DEI.

Play