Tuesday, September 22 | 1:00-2:00 p.m. ET

Pipeline to the Chief Business Officer —Challenges, Opportunities and Calls to Action

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PresentersCUPA-HR Webinar

Sarah Nadel-HawthorneSurvey Researcher,

CUPA-HR

Andy BrantleyCEO,

CUPA-HR

Susan JohnstonPresident and CEO,

NACUBO

Agenda Introduction Review of Administrative Positions Focus on the Chief Business Officer (CBO) Data Highlights CBO, Leadership team, and Pipeline Representation of Women Representation of Minorities

Calls to Action Open Discussion

Observations Regarding Administrative Positions

Challenges and Opportunities for Women

Challenges and Opportunities for People of Color

1CBO leadership team “Other Positions” include: Chief Financial Officer, Chief Administration Officer, Chief Auxiliary Services Officer, Chief Purchasing Officer, Chief Environmental Health & Safety Administrator, Chief Campus Risk Management & Insurance Administrator, Chief Campus Parking/Transportation Administrator, Chief Campus Food/Dining Services Administrator, Chief Campus Real Estate Administrator

1CBO pipeline positions include: Chief Financial Officer, Chief Investment Officer, Chief Accounting Officer/Controller, ChiefAdministration Officer, Chief Budget Officer, Chief Contracts & Grants Administrator, Chief Cost Accounting Administrator, Deputy Chief Financial Officer, Deputy Chief Budget Officer, Bursar, Treasurer, Chief Business Affairs Officer, College/Division

1CBO leadership team “Other Positions” include: Chief Financial Officer, Chief Information/IT Officer, Chief Accounting Officer/Controller, Chief Administration Officer, Chief Budget Officer, Chief Campus Risk Management & Insurance Administrators,Chief Campus Food/Dining Services Administrator, Chief Campus Real Estate Administrator, Chief Risk Management/Compliance Officer

1CBO pipeline positions include: Chief Financial Officer, Chief Investment Officer, Chief Accounting Officer/Controller, ChiefAdministration Officer, Chief Budget Officer, Chief Contracts & Grants Administrator, Chief Cost Accounting Administrator, Deputy Chief Financial Officer, Deputy Chief Budget Officer, Bursar, Treasurer, Chief Business Affairs Officer, College/Division

Succession Planning in the Business Office

Source: 2016 NACUBO National Profile of Higher Education Chief Business Officers Survey.

32.3%

16.1%10.5%

2.8%

37.3%

1.0%0.0%5.0%

10.0%15.0%20.0%25.0%30.0%35.0%40.0%

Most Frequently Cited Reasons for Not Having a Succession Plan (2016)

13.2%

7.3%

4.8%

4.8%

4.1%

4.1%

3.8%

3.8%

3.5%

3.5%

0.0% 5.0% 10.0% 15.0%

Not a priority/urgent/important to institution/president

No time/too busy

Competing funding/time priorities

"Weak bench"/talent development required

Haven't focused on it or gotten around to it yet

In process/just starting

Don't know/unsure

Other

Institution too small

New in CBO position

(Note: Respondents could select multiple responses.) Source: NACUBO National Profile of Higher Education Chief Business Officers Survey, 2016.

NACUBO Survey Results

Succession Plan Elements Important to CBOs

34.3%

14.9%

13.6%

12.0%

12.0%

9.4%

5.8%

5.5%

4.9%

7.7%

0.0% 10.0% 20.0% 30.0% 40.0%

Talent development/professional development/training

Appropriate technical skills/knowledge/qualifications for role

Identification of potential successor(s)/talent

Having staff in pipeline ready to take over/bench strength

Business continuity/ability for current staff to close gaps

Mentoring of potential successor(s)/talent

Transition preparation/smooth transition/stability/"seamless"

Leadership development/skills training

Transfer of institutional knowledge/history/culture

Other

Source: NACUBO National Profile of Higher Education Chief Business Officers Survey, 2016

Observations and Calls to ActionChallenges and Opportunities for Women

Challenges and Opportunities for People of Color

Submit questions and comments to our presenters using the chat function

Overall Conclusions and Next Steps

Resources:CUPA-HR Research Briefs (free resources)CUPA-HR Data and Workforce Planning Data ReportsDEI Maturity Index (free resource)

Thank You!

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