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Welcome to Sacramento!

It is truly my honor to welcome you to the 2014 Auxiliary Organizations Association’s Annual Conference in our beautiful state capitol of Sacramento. The AOA conference has evolved into the anticipated event of the year. Each year brings increases not only in auxiliary representation, but attendance and participation from each of the 23 campuses and the Chancellor’s Office. This increasing participation and attendance signifies the importance of the partnerships between our organizations.

The conference program is loaded with sessions that speak to a variety of trending topics. The Conference Planning Committee has been working hard this year to bring you a conference that is filled with relevant educational and professional development sessions that will enable each of us to further support our auxiliaries, individual campuses, and the mission of the California State University.

We are pleased to welcome back Chancellor Timothy P. White as our keynote speaker at our Sunday night opening banquet who will no doubt again inspire and motivate each of us in our roles of supporting the system, our campuses and our students. Also, we are very excited this year to award the first annual AOA Scholarship of Excellence to one of our very deserving CSU students during our opening banquet.

Our General Sessions kick off Monday morning with Karen Zamarripa who will provide an update on the California Legislature and inform us of the CSU priorities both at the state and national level. Tuesday morning we are excited to welcome Dr. Jolene Koester, President Emerita at CSU Northridge, who will speak to us about how “Leadership Matters.” Our closing speaker on Wednesday will be Hannah Ubl, a Millennial Associate with Bridgeworks, who will enlighten and humor us as she highlights how the various generations interact in our workplace.

If this is your first conference…WELCOME! One of the primary goals of AOA is to make you feel welcomed and connected to AOA and your fellow colleagues. Please join us for the Newcomer’s Orientation on Sunday afternoon to help you make the most of your conference experience.

A conference like this would not be possible without a wonderful team! I’d like to thank each member of the Conference Planning Committee for their dedication, commitment, and enthusiasm in putting together this conference for you. You’re all amazing, thank you!

In closing, one of the ultimate benefits of AOA and the annual conference is the ability to network with colleagues and share ideas. If you are new to AOA you will find the incredible support of AOA colleagues extends well beyond the conference. My sincere hope is that when the conference concludes and you return to your campus that you will take with you a renewed sense of purpose and commitment along with enhanced connections to colleagues and friends.

On behalf of the entire Conference Planning Committee, thank you for attending and we hope you have a wonderful conference experience!

Taren Mulhause, 2014 Chair, Conference Planning Committee

This year’s program cover features a photograph of Sacramento’s famous Tower Bridge standing proudly amidst the city. All of the imagery utilized throughout

the conference showcases the beauty of Sacramento and was created by one of our own CSU System Graphic Design students: Randy Cano of California State

University, Long Beach.

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Chancellor Timothy P. White Dr. Timothy P. White is the chancellor of the 23-campus California State University system, the largest four-year public higher education system in the country. He is the seventh chancellor to lead the CSU system and the first to have graduated from a CSU campus.

Chancellor White came to the CSU last year after having served as chancellor of the University of California, Riverside from 2008 until 2012. Under his leadership at UCR, he led the growth of the campus to almost 21,000 students, a record for the campus that opened in 1954.

Prior to serving at UCR, Dr. White was president of the University of Idaho from 2004 to 2008. There he established a strategic direction to further the university’s role as the state’s land-grant and flagship research university.

Born in Buenos Aires, Argentina, Dr. White immigrated to Northern California and is a first-generation college student who has matriculated within every college system in California. After beginning at Diablo Valley Community College, he earned a bachelor’s from Fresno State, a master’s degree from Cal State Hayward (East Bay), and a Ph.D. at UC Berkeley. He also spent two years as a post-doctoral scholar in physiology at the University of Michigan before starting his academic career in Ann Arbor. He is internationally recognized for his work in muscle plasticity, injury and aging.

Karen Y. Zamarripa Karen Y. Zamarripa is Assistant Vice Chancellor for Advocacy and State Relations for the system and serves as the primary interface between CSU and state policymakers and government. Ms. Zamarripa has almost thirty years of experience in education issues, legislative advocacy, strategic communications, state budget and politics having worked in the legislature, for public schools and the CSU.

Ms. Zamarripa is a proud alumnus of CSU Sacramento earning her Master’s in Public Policy and Administration. She completed her undergraduate degree in Urban and Regional Planning from the University of Southern California in the late 70's.

She has been honored by CSUS as a Distinguished Alumni award recipient. She also was recognized by her national peers for outstanding leadership and achievements in advocacy for higher education.

Dr. Jolene Koester

Dr. Jolene Koester is President Emerita of CSU Northridge where she served as President from 2000-2011. Prior to this she was Provost and Vice President for Academic Affairs at CSU Sacramento, where she also served as Associate Vice President for Academic Affairs, Department Chair and tenured faculty member of the Department of Communication Studies. Currently, Dr. Koester holds the position of Senior Associate with Penson Associates, providing consulting expertise in leadership development, presidential communication, team building, board/presidential relationships as well as strategic planning and currently serves on the faculty of the American Association of State Colleges and Universities New Presidents Academy.

Hannah UblSpeaker, researcher, writer and consultant Hannah Ubl has entered the public speaking scene and is quickly becoming a powerful voice for her generation. Hannah is a generational expert at BridgeWorks, a company whose programs combine rich content with savvy business strategies to help companies and organizations recognize and bridge generation gaps. As the youngest millennial on the BridgeWorks team, Hannah brings a fresh perspective on what it is like to work with the youngest generation in the work place. She thrives on finding what motivates, forms and challenges each generation. Hannah’s perspective helps companies and organizations gain a deeper understanding of each other to build lasting, multi-generational partnerships.

KEYNOTE SPEAKERS

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Lori Redfearn

Lori Redfearn is Assistant Vice Chancellor, Advancement Services for the California State University Office of the Chancellor. She also serves as Vice President and Chief Operating Officer for the California State University Foundation. As Assistant Vice Chancellor, Lori provides strategic leadership for the 23 CSU universities by encouraging systemwide best practices, performance benchmarking and accountability standards. She oversees the analysis of institutional advancement data; coordinates training and program resources, and develops policies and procedures.

Tom McCarron

Mr. McCarron has a long and active history with the CSU. Since July 1, 2013 he has been serving as the Vice President and CFO for Business and Financial Affairs at San Diego State University. He served as Vice President of Administration & Finance and CFO of CSU, Northridge from 2007-2013 and was the Executive Director and President of the University Corporation and North Campus Development Corporation at Northridge from 1999 until his appointment to the position of Vice President. From 1993-1999, Tom was the Chief Financial Officer of the CSU Institute. Prior to his arrival to the CSU system in 1993, Tom spent over a decade in financial and management roles with primarily Fortune 500 companies. Mr. McCarron earned a B.S. in accounting at CSU Northridge and an MBA from Pepperdine University. He is a past president of the CSU’s state-wide Auxiliary Organizations Association and a past chair of the CSU Chief Administrative and Business Officers (CABO). Tom is a 2010 recipient of the AOA Harvey Goodfriend Honorary Lifetime Membership Award.

Carrie Hemphill Rieth

Carrie Hemphill Rieth joined California State University’s Office of General Counsel in September 2005. Previously, she was in private practice with Baker & Hostetler LLP and Reed Smith, P.C. Carrie is University Counsel to CSU Chico and the Human Resource Services Department at the Office of the Chancellor. Carrie is on the business and finance team and is the resource attorney for conflict of interest matters. She earned her B.A. and J.D. from Santa Clara University.

Michael Uhlenkamp

Michael serves as the Director of Public Affairs at the California State University Office of the Chancellor. In his role he serves as a main spokesperson for the university system and the main point of contact for all media inquiries. He works closely with colleagues in the University Relations and Advancement Division, other divisions within the Chancellor’s Office and with public affairs staff at CSU campuses on communications strategy, implementation and measurement. In addition to his work in higher education, Michael has been a practitioner of communications for nearly 20 years and has created and implemented successful public relations campaigns for global brands and for some of the most recognized athletes in the world including Peyton Manning, Shaquille O’Neal and Kobe Bryant.

FEATURED SPEAKERS

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Mandi Stanley

Certified speaking professional Mandi Stanley has traveled throughout North America entertaining and educating more than 40,000 seminar participants, totaling more than 4,000 platform hours. (Her feet really hurt!) As an award-winning business author, she works primarily with university leaders who want to boost their professional image and with people from all walks of life who want to be better speakers and writers.

Mark Bookman

Mark Bookman is Professor of Business and Business Department Chair at the AmericanJewish University, where he has also served in several senior administrative positions. Prior to joining The American Jewish University, Mr. Bookman served higher education and nonprofit organizations in progressively higher senior administrative positions, including The University of Houston’s Assistant Vice President of Student Affairs, and General Manager, Associated Students, CSU Chico. Mr. Bookman has been a member of the California Bar since 1973 and served two terms as AOA President, and is the 2008 recipient of the AOA Harvey Goodfriend Honorary Lifetime Membership Award.

Belinda Johns

Belinda Johns retired from the California Attorney General’s Office in December 2013. Ms. Johns was a member of the Charitable Trusts Section from 1989 until the date of her retirement. Until her appointment to the position of Senior Assistant Attorney General for the Charitable Trusts Section in 2004, Ms. Johns’ practice focused on the civil prosecution of charity and charitable solicitation fraud. During that time period she also served as the liaison between the Attorney General’s Office and local law enforcement agencies to assist in the detection and prosecution of solicitation fraud. As Senior Assistant, Ms. Johns supervised the attorneys and investigative auditors in the Charitable Trusts Section as well as the Registry of Charitable Trusts. Ms. Johns is a past president of the National Association of State Charity Officials (NASCO) and sits on the Advisory Board of the Charities Regulation Project of the National State Attorneys General Program at Columbia University Law School.

FEATURED SPEAKERS (Continued)

SACRAMENTO

WELCOMES AOA

Visit the Sacramento Visitor Bureau website for local attractions http://pages.exacttarget.com/AOA/

Download the QR Reader in the iTunes Store or Barcode Scanner if you have an Android

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NEWCOMER TIPSAs a first-time conference attendee, a new network of contacts and acquaintances awaits you in Sacramento. We hope that the educational and networking opportunities provided throughout the three-day experience will sweep you into the fun and the excitement of the Annual Conference.

Join us for the Newcomer’s Orientation on Sunday, January 12th which will provide you with important information and intro-duce you to valuable information and networking opportunities.

COLLABORATION & NETWORKINGThe Annual Conference is your chance to collaborate and network with your counterparts at other campuses. Make connections that will prove invaluable in your everyday routine. Meet others who are “in the know” and are ready to share their knowledge and experience. Make relationships that will last throughout your CSU career.

SHOW YOUR PRIDE

IN AOAAnnual ConferenceLapel Pin

Do you look forward to AOA’s Annual Conference? Do you appreciate the opportunities to network with your peers and learn the latest issues regarding CSU Auxiliaries? Show your support and excitement about the conference by wearing the Annual AOA Conference Lapel Pin.

1. Get to know our Business Partners

meet you! Tickets will be drawn and gifts will be distributed during Tuesday’s AOA President’s Celebration as well as at the conclusion of Wednesday’s General Session.

2. Attend the Tuesday Business Partners’ LuncheonNot only will you get the chance to network, but there is also a chance to win a variety of gifts made possible through the generous sponsorship of our Business Partners.

3. Attend the AOA Annual Business MeetingThe Annual Business Meeting on Tuesday at 5:00 p.m. is the place to be! Learn about the past year, the future year, and be present for the chance to win a cool gift!

4. Attend the Closing General Session on WednesdayHint: at 12:01 p.m. there will be a Grand Prize Drawing!

NEED SOMETHING PRINTED?

Ricoh will provide a Multifunction Printer with HotSpot printing capability for attendees to send documents to be printed. It’s as easy as emailing the document (from your computer or mobile device) and picking it up. So if you require a printed document, please visit the RICOH Business Partner table or visit the registration desk for more information.

Sponsored by

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the SHERATON GRAND

MAIN ENTRANCE: 1400 J STREETCLASSIQUE CATERING 1100 14TH STREET 916.446.1215 (FAX) 916.446.1302 www.classiquecatering.com

MAIN BOX OFFICE 1301 L STREET 916.264.5181 (FAX) 916.264.7317 www.sacramentoconventioncenter.com

SALES AND BOOKING INFORMATION SACRAMENTO CONVENTION CENTER ADMINISTRATION OFFICE 1030 15TH STREET, SUITE 100 916.808.5291 (FAX) 916.808.7687 www.sacramentoconventioncenter.com www.discovergold.org/MEETINGS/virtual.cfm

VISITOR INFORMATION SACRAMENTO CONVENTION AND VISITORS BUREAU 1608 I STREET 916.808.7777 (FAX) 916.808.7788 www.discovergold.org/sacramentoCVB

ON-SITE DINING

PHOTO CREDITS John christy [www.johnchristy.com], charr crail [www.charrcrail.com], tom Myers [www.tommyersphotography.com]

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The Sacramento Convention Center realizes the importance of renewable energy to protect the environment and is offsetting the electricity used to host events with Green-e certified renewable energy. This commitment to clean, renewable energy helps protect the environment from harmful emissions associated with fossil fuel-based energy and helps build a sustainable energy future.

the SACRAMENTO CONVENTION CENTER

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Glides Registration AreaGrand Nave Ballroom - MagnoliaTofanelli

Third Level - Kamilos

BataglieriFalorTofanelliCompagnoBondiRoyal Carr Grand Nave Ballroom - Magnolia

BataglieriFalor

Tofanelli

Compagno

Bondi

RoyalCarr

Grand Nave FoyerGrand Nave Ballroom - Camellia Public Market Lounge

Conference Registration/Information Desk Open Business Partner Display Tables Open Conference Orientation for AOA Newcomers and Business PartnersFinancial Officers Association (FOA) Delegates Meeting AOA Standing Committee Meetings and Breakout SessionsAssociated Students/Student Union Commercial Shops - Safe and Healthy Eating Programs Financial Services Human Resources Information Technology Philanthropic Research Administration Refreshment Break “Business Partner Spotlight” AOA Standing Committee Meetings and Breakout SessionsAOA Book Club: What are You Reading? (AS/SU) Inventory Control and Point of Sale (POS) Systems (Commercial Services)Fraud Prevention: Reality and Impact (Financial Services)Social Media Policies for 2014: Staying Ahead of the Curve (Human Resources) Closed-circuit TV and Video Monitoring (Information Technology) Philanthropic Meeting (Continued)Proposed Changes to the OMB Circulars: OMB A-81 The Super Circular (Research Administration)

Pre-Banquet Reception AOA Annual Conference Banquet Keynote Address: CSU Chancellor Timothy P. White

AOA “After Hours”

9:00 a.m. - 5:00 p.m. 12:00 p.m. - 4:00 p.m. 1:00 p.m. - 2:00 p.m. 2:00 p.m. - 6:00 p.m. 2:00 p.m. - 3:15 p.m. 3:15 p.m. - 3:45 p.m. 3:45 p.m. - 5:00 p.m.

6:00 p.m. - 7:00 p.m. 7:00 p.m. - 8:30 p.m. 8:30 p.m.

SUNDAY, JANUARY 12, 2014

CONFERENCE AT A GLANCE

BeavisGlides Registration AreaGrand Nave Ballroom - CamelliaFalorGrand Nave Ballroom - MagnoliaSacramento Convention Center, Room 202

Grand Nave Ballroom - Magnolia

CompagnoBataglieriTofanelliCarr Bondi

Falor

Breakfast Meeting for Auxiliary Executive DirectorsConference Registration/Information Desk OpenGeneral Buffet BreakfastMeeting for VEBA TrusteesBusiness Partner Display Tables OpenGeneral Session-Legislative Update and AdvocacyIn the State CapitolKeynote Speaker: Karen Zamarripa, AssistantVice Chancellor, Advocacy and State RelationsRefreshment Break “Business Partner Spotlight”Concurrent Session Block IEmployment Legal UpdateAssessment Best Practices in Telling the AS/SU StoryContracts Update with Tom RobertsPRO PI: Customer Service in Sponsored ProgramsInformation Technology Continuous Improvement (Lean in an Hour)CSU Affordable Learning Solutions

7:00 a.m. - 8:45 a.m. 7:30 a.m. - 4:45 p.m. 7:30 a.m. - 8:45 a.m. 8:00 a.m. - 8:45 a.m. 9:00 a.m. - 4:00 p.m. 9:00 a.m. - 10:15 a.m.

10:15 a.m. - 10:45 a.m. 10:45 a.m. - 12:00 p.m.

MONDAY, JANUARY 13, 2014

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MONDAY, JANUARY 13, 2014 (Continued)

TUESDAY, JANUARY 14, 2014

CONFERENCE AT A GLANCE

10:45 a.m. - 12:00 p.m.

12:00 p.m. - 1:30 p.m. 1:45 p.m. - 3:00 p.m.

3:00 p.m. - 3:30 p.m. 3:30 p.m. - 4:45 p.m.

6:00 p.m. - 8:30 p.m.8:30 p.m.

RoyalBeavisGrand Nave Ballroom - CamelliaSacramento Convention Center, Room 202

Sacramento Convention Center, Room 203

Grand Nave Ballroom - Magnolia

CompagnoBataglieriTofanelliCarrBondi

FalorRoyalBeavis

Public Market Lounge

Concurrent Session Block I (continued)Endowments: A to ZWhat’s the Risk? Risk Migration and Use of WaiversAOA President’s LuncheonSuper Session 1 - McKee Act PracticalitiesFeatured Speakers: Lori Redfearn, Assistant ViceChancellor, Advancement Services; Carrie Hemphill Rieth, University Counsel; and Michael Uhlenkamp, Director, Public Affairs, CSU Office of the Chancellor; Tom McCarron, Vice President, Business and Financial Affairs, San Diego State UniversitySuper Session 2 - Hair on Fire! Presentation Skills Featured Speaker: Mandi Stanley, CSP Refreshment Break “Business Partner Spotlight” Concurrent Session Block IIEmployment Practices Lessons Learned The Student Union of the Future Legislative, Audit and Compliance Update Working Effectively with Faculty IT Challenges and Opportunities: Roundtable DiscussionDigital Best Practices The Day CSUCI Caught Fire Managing the Risk of Serious Injuries in Collegiate SportsDinner on your own in SacramentoAOA “After Hours”

Conference Registration/Information Desk OpenGeneral Plated Breakfast, Presented by AORMABusiness Partner Display Tables OpenGeneral Session - Leadership MattersKeynote Speaker: Dr. Jolene Koester, President Emerita,CSU NorthridgeRefreshment Break “Business Partner Spotlight”Concurrent Session Block IIIAffordable Care Act: What Employers Should Expect in 2014 and BeyondLanguage is POWERAre You a FASB or GASB Organization? Reshaping Research/Sponsored Programs in Response to the Federal Budget RealignmentVirtual Desktop Infrastructure (VDI) Bring Your Own Device (BYOD)Campus Store AnalyticsAccepting Those “Special” (Nonmonetary) GiftsBusiness Partners’ Luncheon

7:30 a.m. - 4:45 p.m. 7:30 a.m. - 8:45 a.m. 9:00 a.m. - 4:00 p.m. 9:00 a.m. - 10:15 a.m.

10:15 a.m. - 10:45 a.m. 10:45 a.m. - 12:00 p.m.

12:00 p.m. - 1:30 p.m.

Glides Registration AreaGrand Nave Ballroom - CamelliaGrand Nave Ballroom - MagnoliaSacramento Convention Center, Room 202

Grand Nave Ballroom - Magnolia

Tofanelli

BataglieriCompagnoCarr

Bondi

FalorRoyalGrand Nave Ballroom - Camellia

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1:45 p.m. - 3:00 p.m.

3:00 p.m. - 3:30 p.m. 3:30 p.m. - 4:45 p.m.

5:00 p.m. - 6:00 p.m. 6:30 p.m. - 9:30 p.m.9:30 p.m.

Glides Registration AreaGrand Nave Ballroom - Camellia

Bataglieri

CarrBondiFalorRoyal

BeavisGrand Nave Ballroom - MagnoliaGrand Nave Ballroom - Camellia

Grand Nave Ballroom - Camellia

7:30 a.m. - 11:00 a.m.7:30 a.m. - 8:45 a.m. 9:00 a.m. - 10:15 a.m.

10:15 a.m. - 10:45 a.m.10:45 a.m. - 12:00 p.m. 12:01 p.m.

Conference Registration/Information Desk Open General Buffet Breakfast Concurrent Session Block VRoundtable Discussion on Emerging Issues for AS/SU Current Issues in Sponsored ProgramsCredit Card Payment and Security Store of the FutureFunding and Operation of CSU Philanthropic Foundations Electronic Signatures and Files - What One Needs to KnowRefreshment Break Closing General Session - Solving the Generational Puzzle Keynote Speaker: Hannah Ubl, Millennial Associate,BridgeWorks Conference Adjournment and Grand Prize Drawing

Sacramento Convention Center, Room 202

Sacramento Convention Center, Room 203Grand Nave Ballroom - Magnolia

Compagno

BataglieriTofanelliBondiRoyalBeavisTofanelliGrand Nave Ballroom - CamelliaPublic Market Lounge

Super Session 3 - The John W. Francis Governance Series: Auxiliary Oversight - Dimensions and DeparturesPanel Discussion with Featured Speakers:Robert Griffin, AOA Legislative and ComplianceAdvisor; Mark Bookman, Professor of Business and Law, American Jewish University; Belinda Johns, Senior Assistant Attorney General (Retired), Charitable Trusts, California Department of JusticeSuper Session 4 - Write it So They Read ItFeatured Speaker: Mandi Stanley, CSPRefreshment Break “Business Partner Spotlight”Concurrent Session Block IVUnemployment Insurance: Strategies for Reducing Expense Managing Organizational ChangeTo Catch a Thief - Grants and FraudstersThe Evolution of Payments on Campus Philanthropic Gifts - What Counts?Best Practices for Protecting Minors on Campus

AOA Annual Business Meeting AOA President’s CelebrationAOA “After Hours”

TUESDAY, JANUARY 14, 2014 (Continued)

WEDNESDAY, JANUARY 15, 2014

CONFERENCE AT A GLANCE

REMEMBER! If you have any questions, please visit the Registration Area.

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2014 AOA ANNUAL CONFERENCESUNDAY, JANUARY 12, 20149:00 a.m. – 5:00 p.m. Glides Registration Area

Conference Registration/Information Desk OpenThis is the central conference location where you can pick up your registration materials, obtain general information, leave messages on the bulletin board, and ask for help.

12:00 p.m. – 4:00 p.m.Grand Nave Ballroom - Magnolia

Business Partner Display Tables OpenWe encourage you to visit with our Business Partners to learn more about the valuable products and services they offer and to thank them for their support of AOA.

1:00 p.m. – 2:00 p.m. Tofanelli

Conference Orientation for AOA Newcomers and Business Partners Are you new to AOA? This is your session! All AOA newcomers are invited to this orientation to learn more about AOA, including its history, structure and membership benefits. Participants will leave this orientation with a wealth of information and invaluable resources.

We encourage new Business Partners to attend this session to learn important information about AOA, the Business Partners’ luncheon, and networking opportunities.

2:00 p.m. – 6:00 p.m. Third Level - Kamilos

Financial Officers Association (FOA) Delegates MeetingGeneral business meeting of the FOA delegates.

2:00 p.m. – 3:15 p.m. AOA Standing Committee Meetings and Breakout Sessions

BataglieriAssociated Students/Student Union The Associated Students/Student Union Committee will conduct its standard business meeting along with election of the Committee’s 2014 Chair and Vice Chair. They will make appointments for CSSA and CSUnity liaisons, set priorities for the year, and initiate conversations about funding that will be needed. There will also be an opportunity for networking and discussion of current issues.

FalorCommercial Shops-Safe and Healthy Eating HabitsPresenter: Elizabeth Corrigan, Associate Director, Campus Dining, The University Corporation, CSU Northridge

With the rise in food allergy concerns and mandatory meal plans what measures should your campus be taking? Learn how food service operators are improving their eateries to be healthier and safe environments for students.

TofanelliFinancial ServicesThis meeting will provide members of the Financial Services Committee an opportunity to network and learn more about current issues related to financial services across the CSU. New business and planning for future meetings will also be discussed culminating with the election of the Committee’s Chair and Vice-Chair for 2014.

CompagnoHuman Resources The Human Resources Committee will conduct standard business during this time. Topics to be discussed include Committee budget, best practices and election of 2014 officers.

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SUNDAY, JANUARY 12, 20142:00 p.m. – 3:15 p.m.

AOA Standing Committee Meetings and Breakout Sessions (Continued)

BondiInformation TechnologyMembers of the Information Technology Committee will convene for an opportunity to network, share camaraderie, and collaborate on IT issues in auxiliaries across the CSU system. They will discuss IT infrastructure and strategic partnership. We will finalize the vice-chairmanship at the meeting and promote the current vice-chair to the chair for 2014.

RoyalPhilanthropicIf you are from a philanthropic foundation or are interested in learning more about philanthropy, this session is for you. Network with colleagues from other CSU foundations and discuss topics specific to your business. Leslie Rohn, Chief Operating Officer, Tower Foundation of San José State University will present.

CarrResearch AdministrationThis business meeting will provide conference attendees the opportunity to network and learn more about current events as they relate to research administration across the CSU. New business and planning for future meetings will also be discussed.

3:15 p.m. - 3:45 p.m.Grand Nave Ballroom - Magnolia

Refreshment Break “Business Partner Spotlight”This is an opportunity to meet our Business Partners and learn about their unique business solutions in a relaxed, no pressure atmosphere.

3:45 p.m. – 5:00 p.m.

AOA Standing Committee Meetings and Breakout SessionsStanding Committee Meetings and Breakout Sessions will resume during this time block.

BataglieriAssociated Students/Student Union-AOA Book Club: What are You Reading?Presenters: Dr. Genevieve Evans-Taylor, Executive Director, ASI and Student Union, CSU Channel Islands; Debra L. Hammond, Executive Director, University Student Union, CSU Northridge

Join this panel of readers as they provide a synopsis of their current reads that have influenced their professional practice and inspired professional and personal growth. Topics will include leadership, management, communication, creativity, women’s leadership, innovation and more. Participants will leave with a list of great reads.

FalorCommercial Shops-Inventory Control and Point of Sale SystemsPresenter: Aaron Neilson, Interim Director, Dining Services, Foundation, Cal Poly Pomona This session will provide an opportunity to discuss inventory control and management software solutions. Learn what software programs work for your business and why. Explore the advantages versus the effort required to implement these systems.

TofanelliFinancial Services-Fraud Prevention: Reality and ImpactPresenter: Les Lake, Forensic Accounting Manager, Eide Bailly, LLP

Phishing, card skimming, forgery, key logging, shoulder surfing, check stealing. The bad guys are using many different techniques to try to steal from your company. Some are new and high-tech. Others are tried and true and just will not go away. Are you doing all that you can to protect your company’s assets from threats old and new? This session reviews the threats you face with credit card transactions, electronic payments, and even checks. We will cover the current types of attacks, what you can do to defend yourself, and best practices in preventing the bad guys from getting to your money.

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SUNDAY, JANUARY 12, 20143:45 p.m. – 5:00 p.m.

AOA Standing Committee Meetings and Breakout Sessions (Continued)

CompagnoHuman Resources - Social Media Policies for 2014: Staying Ahead of the CurvePresenter: Ken Tiratira, Executive Vice President and Chief Operating Officer, Employers Group

In this interactive session, featuring late breaking updates, Employers Group employee relations specialists will discuss best practices for mitigating the risk posed by employees’ use of social media. You can be assured that 80% of your employees utilize social media on a regular basis. How can you protect your organization and your employees while respecting freedom of speech and expression? The program will include insights on judicial and legislative actions from 2013 that affect social media policies, as well as a focus on preventing harassment/bullying, protected activities, confidential information, recruiting practices and more. We will also discuss auxiliary-specific best practice ideas for creating an effective and enforceable social media policy. This session will also qualify as HRCI continuing education credit.

BondiInformation Technology: Closed-Circuit TV and Video MonitoringPresenter: Andrew Singletary (Assistant Director, Information Technology Services, University Union and The Well, CSU Sacramento)

Andrew will share his experience implementing a closed circuit TV/IP-based video monitoring system.

RoyalPhilanthropic Meeting (Continued)The Philanthropic meeting will continue after the refreshment break.

CarrResearch Administration-Proposed Changes to the OMB Circulars: OMB A-81 The Super CircularPresenter: Robert Klein, Consulting Associate, Attain, LLC

The Office of Management and Budget published a proposal to consolidate Federal cost principles on February 1, 2013, in the Federal register. The proposal is one of the most sweeping changes to the cost principles ever considered, as it would result in the consolidation of eight separate cost principles, including OMB Circular A-21 - Cost Principles for Colleges and Universities, into a single “Super Circular,” also referred to unofficially as “OMB A-81” (eight circulars consolidated into one). The proposed Super Circular recommended many changes in the existing cost principles which will profoundly change current costing principles for colleges and universities, including changes in the treatment of facilities and administrative costs, the direct charging of certain costs, effort reporting and other compliance requirements. The purpose of this presentation is to discuss the most important proposed changes that affect institutions of higher education, the implications of these proposed changes, and questions and concerns about some of the changes.

6:00 p.m. – 7:00 p.m.Grand Nave Foyer

Pre-Banquet ReceptionHosted by Alliant Insurance Services, Inc., and CSURMA/AORMA

7:00 p.m. – 8:30 p.m.Grand Nave Ballroom - Camellia

AOA Annual Conference Banquet Welcome: Jerri Carmo, 2013 AOA President and Taren Mulhause, 2014 Chair, Conference Planning Committee and AOA President-Elect; Ronald Campbell, Chief Executive Officer, National Association of College Auxiliary Services (NACAS);Introduction of the Chancellor by Dr. Mohammad Qayoumi, President, San José State UniversityKeynote Address: CSU Chancellor Timothy P. White Presentation of the Auxiliary Organizations Association Scholarship of Excellence to Mr. Moses R. Menchaca, Associated Students, Inc., CSU Fresno

8:30 p.m. Public Market Lounge

AOA “After Hours”A time to network and relax with your AOA and Business Partner colleagues.

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MONDAY, JANUARY 13, 20147:00 a.m. – 8:45 a.m. Beavis

Breakfast Meeting for Auxiliary Executive DirectorsAll Executive Directors are invited to attend this special session designed to address common themes that exist across all forms of auxiliaries. Paul Storey, Executive Director, Cal Poly Pomona Foundation, Inc., and Dave Edwards, Associate Executive Director, Associated Students, Inc., CSU Long Beach will facilitate the discussion.

7:30 a.m. – 4:45 p.m. Glides Registration Area

Conference Registration/Information Desk Open

7:30 a.m. – 8:45 a.m. Grand Nave Ballroom - Camellia

General Buffet Breakfast for All Attendees

8:00 a.m. – 8:45 a.m. Falor

Meeting for VEBA Trustees

9:00 a.m. – 4:00 p.m.Grand Nave Ballroom - Magnolia

Business Partner Display Tables OpenStop by and visit with our Business Partners to learn more about the valuable products and services they offer!

9:00 a.m. – 10:15 a.m. Sacramento Convention Center, Room 202

General Session - Legislative Update and Advocacy in the State CapitolKeynote Speaker: Karen Zamarripa, Assistant Vice Chancellor, Advocacy and State Relations, CSU Office of the Chancellor

10:15 a.m. – 10:45 a.m. Grand Nave Ballroom - Magnolia

Refreshment Break “Business Partner Spotlight”

10:45 a.m. – 12:00 p.m.Concurrent Session Block I A rich variety of concurrent sessions is the hallmark of the AOA Annual Conference. These sessions are value-added, topic specific educational tracks, designed to be of benefit for all members.

CompagnoEmployment Legal Update Presenter: Richard Bromley, Nixon Peabody, LLP

This session will provide an update on the latest employment laws and leading court decisions from 2013. Managers, supervisors and human resources personnel will especially benefit from this presentation. This is a great opportunity to learn about the most recent California employment law developments from an experienced employment attorney who has been working with AOA for the past 16 years.

BataglieriAssessment Best Practices in Telling the AS/SU StoryPresenters: Dr. Genevieve Evans-Taylor, Executive Director, ASI and Student Union, CSU Channel Islands; Debra L. Hammond, Executive Director, University Student Union, CSU Northridge

This session will focus on the need for Associated Students and Student Unions’ active presence on a college campus and showcase our critical role in fostering community and assisting in students’ learning and development. Presenters will explore relevant student development theory, present assessment tools, and discuss the need to share our relevance, our stories, and our value.

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MONDAY, JANUARY 13, 2014

10:45 a.m. – 12:00 p.m.Concurrent Session Block I (Continued)

TofanelliContracts Update with Tom Roberts Presenter: Tom Roberts, Director, Contract Services and Procurement, CSU Office of the Chancellor

Tom Roberts will provide an update on existing CSU contracts available for auxiliaries, new programs in the works, and key points for successful contract negotiations.

CarrPRO-PI: Customer Service In Sponsored Programs Presenters: Rick Evans, Executive Director; Georg Jahn, Director, Sponsored Programs and Real Estate; and Krizel Leynes, Sponsored Programs Supervisor, The University Corporation, CSU Northridge

PRO-PI (Professional, Resourceful and Organized for the Principal Investigator) was launched by the University Corporation (TUC), Northridge in 2010 with the goal of providing better customer service and easing administrative processes for Principal Investigators and Research Administrators. It represents a proactive, service-oriented approach of anticipating problems and identifying and implementing solutions in Sponsored Programs. PRO-PI is centered on the “Liaison Model” with the commitment of assigned staff to partner with and guide the PI through administrative processes.

BondiInformation Technology Continuous Improvement (Lean in an Hour)Presenter: Dr. Eric Olsen, Associate Professor, Industrial Technology, Cal Poly San Luis Obispo

Most people understand the terminology, process improvement, but not necessarily Lean, Kaizen, or Six Sigma. In fact, at the core, they all try to achieve the same goal: increase value, reduce waste, and solve problems. Dr. Olsen will break down the core concepts of Lean/ Six Sigma in simple, easy, understandable terms for the lay person in one hour with plenty of time for questions and answers.

FalorCSU Affordable Learning SolutionsGerry Hanley, Ph.D, Assistant Vice Chancellor, Academic Technology Services; and Sandra Ehrhorn, Bookstore and Auxiliary Liaison for Affordable Learning Solutions Marketing, CSU Office of the Chancellor

This session will showcase new opportunities for campus bookstores to collaborate with campus departments which will extend services and improve profitability. This session will also cover updates to current programs and will include a discussion period that will include dialogue on the role that stores can play, and how particiaption can bring value to your operation.

RoyalEndowments: A to ZPresenters: Felix Lin, President, Institutional Consulting Group, Partner, Beacon Pointe Advisors, LLC; Michael Losquadro, Chief Operating Officer, Forty-Niner Foundation, CSU Long Beach

The endowment is the largest asset for philanthropic foundations and is central to its reason for existing. This session will cover the basics from A to Z on what we all need to know to effectively manage and steward our endowments. Topics covered will include investment, spending and fee policies, endowment fund minimums and endowment agreements.

BeavisWhat’s the Risk? Risk Migration and Use of WaiversPresenters: Brent Escoubas, Vice President, Alliant Risk Control Consulting; Zachary Gifford, Associate Director, Systemwide Risk Management and Public Safety, CSU Office of the Chancellor;Dawn Theodora, University Counsel, Office of General Counsel, CSU Office of the Chancellor

Programmers are constantly pushing the envelope with activities such as ropes courses, rock walls, bouncy houses, zip lines and campus carnivals. This session will discuss risk assessment techniques, use of waivers, use of insurance and indemnity language in contracts, the legal concept “duty of care,” and inherent risks for campus activities and programming. Additionally, this session will delve into the validity of electronic signatures and acknowledgements for minors and adults and retention of documents in electronic form.

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MONDAY, JANUARY 13, 201412:00 p.m. – 1:30 p.m.Grand Nave Ballroom - Camellia

AOA President’s LuncheonPlease join AOA President, Jerri Carmo, members of the Executive Committee and previous award recipients as we present this year’s AOA Harvey Goodfriend Honorary Lifetime Membership Award and other special recognitions. This is our chance to say thank you to those whose dedication and service have moved our organization forward! There will also be opportunities to win prizes donated by our generous Business Partners.

1:45 p.m. – 3:00 p.m. Sacramento Convention Center, Room 202

Super Session 1 – McKee Act PracticalitiesFeatured Speakers: Lori Redfearn, Assistant Vice Chancellor, Advancement Services; Carrie Hemphill Rieth,University Counsel, Office of General Counsel; and Michael Uhlenkamp, Director, Public Affairs, CSU Office of theChancellor; Tom McCarron, Vice President, Business and Financial Affairs, San Diego State University

This session will take a look at best practices for improving documentation of expenditures taking into consideration public requests for information. In addition, there will be a discussion on the value of consistency of how information is presented within an auxiliary organization and throughout the system.

Sacramento Convention Center, Room 203Super Session 2 – Hair on Fire! Presentation Skills: What You Absolutely Must Know Before Your Next Departmental PresentationFeatured Speaker: Mandi Stanley, CSP, Mandi Stanley Seminars, LLC

Do you want to improve your presentation skills? Then this session is for you! This session will provide information on how to become a better speaker and will include tips such as: Methods that will effectively communicate your message; Keys to identifying and eliminating nervous habits and jitters; and How to build rapport and credibility with the people you work with.

3:00 p.m. - 3:30 p.m.Grand Nave Ballroom - Magnolia

Refreshment Break “Business Partner Spotlight”

3:30 p.m. – 4:45 p.m.

Concurrent Session Block II

CompagnoEmployment Practices Lessons Learned Presenter: Richard Bromley, Nixon Peabody, LLP

What happens to employers who make personnel decisions and then are sued for those decisions? This session will look at specific examples of how courts addressed specific employment decisions and what employers should learn from those examples. Examples of discrimination, retaliation and wage and hour issues will be provided.

BataglieriThe Student Union of the FuturePresenters: Timothy W. Akers, Senior Manager Design, Higher Education and Charity Ann Parsons, MBA, National Solutions Consultant, Higher Education, Ricoh USA

Whether it’s the poster for the upcoming Alumni Fund raiser or the flyer for the next yoga class in the park, all public facing posters, announcements and even the ‘moped for sale’ flyer with the phone number peel offs, all public facing content needs to go through an approval process to be hung on the student union bulletin board. Sure lots of this information is available online, but what about the traditional paper content and the approval process to gain that coveted “University Approved” stamp with the expiration date? This session will explore new technology available to move the approval processes and bulletin boards of the past into the digital future.

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MONDAY, JANUARY 13, 20143:30 p.m. – 4:45 p.m.

Concurrent Session Block II (Continued)

TofanelliLegislative, Audit and Compliance Update Presenters: Robert Griffin, AOA Legislative and Compliance Advisor; and Caroline Lee, Audit Manager, CSU Office of the Chancellor

This session will cover highlights of 2013 legislative and regulatory activity and current issues in auxiliary audits.

CarrWorking Effectively with Faculty Presenter: Dr. Susan Christy, Author and Consultant to Higher Education

It takes strong, productive staff-faculty relationships to efficiently administer research. Working with faculty takes special insights, approaches and creativity. This session will provide insight on how to understand faculty work-styles, stresses, and priorities. Attendees will learn strategies and best practices for working with faculty in CSU research settings.

BondiIT Challenges and Opportunities: Roundtable Discussion Presenters: Eumi Sprague, Manager, Information Technology, Cal Poly Corporation, Cal Poly San Luis Obispo; Steve DeLuca, Systems Administrator, Associated Students, CSU Northridge; Theresa Eurich, Director, Management Information Systems, CSU Fresno Association, Inc; Mike Marcinkevicz, IT Director, CSU Fullerton Auxiliary Services Corporation; Andrew Singletary, Assistant Director, Information Technology Services, University Union and The Well, CSU Sacramento; Randall Townsend, Director of Information Technology, Foundation, Cal Poly Pomona

The IT challenges and opportunities roundtable discussion is an opportunity for all executive directors, directors, managers, and others to get together in an informal setting to examine the current issues and opportunities as they relate to the auxiliaries. There is no formal agenda: The participants will determine the discussion points.

FalorDigital Best Practices Presenters: Kimberly Ball, Director, Titan Shops, CSU Fullerton Auxiliary Services Corporation; Nicole Guerrieri, Director of Digital Education, Barnes and Noble College Stores

Hear from several CSU campus stores on how they have integrated the Affordable Learning $olutions (AL$) program and other digital options within their store services for the students and faculty.

RoyalThe Day CSUCI Caught Fire Presenters: Deanne Ellison, Director of Administrative Services, University Glen Corporation; Dr. Erik Blaine, Associate Vice President of Administrative Services, Division of Business and Financial Affairs; and Michael D. Morris, Lieutenant, University Police, CSU Channel Islands

On the morning of Thursday, May 2, 2013, the Springs Fire burned around and through the CSU Channel Islands campus to the shores of Malibu and consumed almost 25,000 acres. In vivid detail, the presenters will recount events as they happened, from the moment they were alerted - through a complete campus and residential community evacuation - to returning to campus and the work in the days and weeks that followed. The decisions made, actions taken and lessons learned through this experience may help colleagues prepare for their next critical event.

BeavisManaging the Risk of Serious Injuries in Collegiate Sports Presenter: Rob Leong, First Vice President, Alliant Insurance Services, Incorporated

This session will offer a brief overview of the Sports Club Resource Guide and the Sports Club insurance coverage program. This session will discuss policies and practices surrounding concussions and other serious injuries due to involvement in Sports Clubs and other high-risk activities such as boating. This session will focus on the safety of players and participants, including safety precautions that can be taken to avoid serious injuries. Additionally, this session will include how to manage injury treatments effectively.

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MONDAY, JANUARY 13, 20146:00 p.m. – 8:30 p.m.

Dinner on your own in SacramentoVisit the Glides Registration Area where a staff member from the Sacramento Visitors and Convention Bureau will provide valuable information on recommended restaurants in the area.

8:30 p.m. Public Market Lounge

AOA “After Hours”A time to network and relax with your AOA and Business Partner colleagues.

TUESDAY, JANUARY 14, 20147:30 a.m. – 4:45 p.m. Glides Registration Area

Conference Registration/Information Desk Open

7:30 a.m. – 8:45 a.m.Grand Nave Ballroom - Camellia

General Plated Breakfast, Presented by AORMA Join the CSURMA’s Auxiliary Organizations’ Risk Management Alliance for breakfast where you will hear from our AORMA committee members who will discuss successes from the past year and present plans for 2014, including: new program offerings, fiduciary coverage, unemployment insurance and variable deductibles for employment practices liability coverage. This session will also cover AORMA’s long-range plans including efforts to offer additional insurance programs and loss prevention training.

9:00 a.m. - 4:00 p.m.Grand Nave Ballroom - Magnolia

Business Partner Display Tables OpenStop by and visit with our Business Partners to learn more about the valuable products and services they offer!

9:00 a.m. – 10:15 a.m.Sacramento Convention Center, Room 202

General Session – Leadership MattersKeynote Speaker: Dr. Jolene Koester, President Emerita, CSU Northridge and Faculty Member, American Association of State Colleges and Universities, New Presidents Academy

10:15 a.m. – 10:45 a.m. Grand Nave Ballroom - Magnolia

Refreshment Break “Business Partner Spotlight”

10:45 a.m. – 12:00 p.m. Concurrent Session Block III

TofanelliAffordable Care Act - What Employers Should Expect In 2014 and Beyond Presenter: Liliana Salazar, Senior Vice President of Employee Benefits Compliance, Wells Fargo Insurance Services

This session will provide information and a strategic discussion of the impact of the Affordable Care Act on employers and group health plans. It will discuss the provisions that go into effect in 2014, such as exchanges, the individual mandate, and market reform changes and how these provisions will impact employers and their employees. This session will also address key elements impacting employers and their group health plans in 2015 and strategies employers can implement to reduce or eliminate their risks under the pay or play mandate.

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TUESDAY, JANUARY 14, 201410:45 a.m. – 12:00 p.m.

Concurrent Session Block III (Continued)

BataglieriLanguage is POWERPresenter: Krystle Tonga, Assistant Program Coordinator, Cross Cultural Leadership Center, CSU Chico

This session will explore common language in today’s society to help create an inclusive environment within your campus, community, or organization. Learn the strategies on how to redirect negative language into positive empowering language.

CompagnoAre You a FASB or GASB Organization? Presenters: Jeffrey Altshuler, Partner, McGladrey, LLP Certified Public Accountants; Melinda Coil, Associate Executive Director and Chief Financial Officer, San Diego State University Research Foundation; Robert Griffin, AOA Legislative and Compliance Advisor

Join us for a discussion on the criteria for determining whether your auxiliary organization is subject to FASB or GASB reporting requirements. Learn about the primary differences between FASB and GASB financial reporting and hear how one auxiliary managed making the switch from FASB to GASB during the year-end closing process.

CarrReshaping Research/Sponsored Programs in Response to the Federal Budget Realignment Presenter: Dr. Richard Dunfee, Executive Director, American Association of State Colleges and Universities, Grants Resource Center

This session will review the evolving priorities for Federal funding of higher education. The emphasis continues on STEM, health care, innovation, entrepreneurial activity, public/private regional partnerships and workforce development. The institutional response to these initiatives is critical to the success of our proposal development activities.

BondiVirtual Desktop Infrastructure (VDI) - Bring Your Own Device (BYOD) Presenter: Terri Frohmiller, Senior Systems Engineer, VMWare, Incorporated

Deploy desktops faster and improve business continuity and disaster recovery while reducing capital and operating system costs through desktop and application virtualization. Migrate and upgrade operating systems and applications with less downtime, eliminate the need to recode, retest and recertify applications, and get more out of your existing desktop assets, saving costs.

FalorCampus Store Analytics Presenters: Kimberly Ball, Director, Titan Shops, CSU Fullerton Auxiliary Services Corporation; Ryan Peterson, Chief Executive Officer, Verba Software

Gone are the days when operating a successful bookstore was just about having the right book on the shelf in time for the start of classes. Today’s successful bookstores rely on data driven analytics to meet the needs of students and the institutions they serve and to control costs to remain successful in a highly competitive market.

RoyalAccepting Those “Special” (Nonmonetary) Gifts Presenters: Michael Wagschal, Senior Vice President-Senior Philanthropic Specialist; and Dennis Moon, National Executive, Managing Director of Specialty Asset Management, US Trust Philanthropic Solutions

A gift horse: Should you accept it? Ask for it? What’s the decision making process? Whether you sell or hold nonmonetary gifts can depend on the earnings potential of the asset. In this session, we’ll cover how to decide whether to hold or sell, and what that decision means for your campus.

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TUESDAY, JANUARY 14, 201412:00 p.m. – 1:30 p.m. Grand Nave Ballroom - Camellia

Business Partners’ LuncheonThis luncheon is always popular and a great opportunity to learn more about the business solutions offered by our Business Partners and, of course, another chance to win gifts donated by them!

1:45 p.m. – 3:00 p.m. Sacramento Convention Center, Room 202

Super Session 3 - The John W. Francis Governance Series: Auxiliary Oversight-Dimensions and DeparturesFeatured Speakers: Robert Griffin, AOA Legislative and Compliance Advisor; Mark Bookman, Professor of Business and Law, American Jewish University; Belinda Johns, Senior Assistant Attorney General (Retired), Charitable Trusts, California Department of Justice

This session will provide insightful perspectives on the scope and limits of auxiliary organizations and their oversight under current law and regulations. Belinda Johns, recently retired from the Attorney General’s Charitable Trust Section, and Mark Bookman, a past AOA President, and legal counsel to auxiliary organizations will discuss the how and why of statutory regimes in the Corporation, Education and Government Codes, and the issues associated with their implementation.

Sacramento Convention Center, Room 203Super Session 4 - Write it So They Read It: Best Practices in Business Writing in the WorkplaceFeatured Speaker: Mandi Stanley, CSP, Mandi Stanley Seminars, LLC

The quality of your writing directly reflects the quality of your work. This is especially true when writing on behalf of your auxiliary. During this fast-moving interactive session you will learn ways to get people to actually read your email, credibility-robbing email mistakes and how to avoid them, and how to make sure documents with your institution’s name on them are absolutely error free with no embarrassing “bloopers.”

3:00 p.m. – 3:30 p.m.Grand Nave Ballroom - Magnolia

Refreshment Break “Business Partner Spotlight”

3:30 p.m. – 4:45 p.m. Concurrent Session Block IV

CompagnoUnemployment Insurance: Strategies for Reducing ExpensePresenter: Angela Hansen, Director, Client Services, Employers Edge LLC

Unemployment costs are controllable. By aggressively monitoring, managing and protesting unemployment claims you can reduce your exposure to unnecessary unemployment costs and the associated taxes/reimbursement. This session will cover basics of the unemployment insurance system. It will also review unemployment reimbursement systems, the base period calculation, unemployment hearings, and what the California EDD expects from employers by way of documentation.

BataglieriManaging Organizational Change Presenter: Randy Saffold, Executive Director, Associated Students Incorporated, CSU East Bay

What is changing and why is it changing? What should we all be thinking about next? Using concepts from “Who Moved My Cheese” and “Our Iceberg is Melting” this session will focus on what the auxiliary of the future needs to start planning for today.

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TUESDAY, JANUARY 14, 20143:30 p.m. – 4:45 p.m.

Concurrent Session Block IV (Continued)

TofanelliTo Catch a Thief - Grants and FraudstersPresenters: Paul Coleman, Senior Special Agent, Office of the Inspector General, National Science Foundation; Michèle Goetz, Associate Executive Director, Sponsored Research Services, San Diego State University Research Foundation; Daniel Howell, Senior Executive Vice President and Managing Director, Alliant Insurance Services, Incorporated

This panel discussion will center on a fraud incident that occurred at the San Diego State University Research Foundation. The panel will discuss how the fraud was discovered and investigated, the corrective actions implemented, future preventative steps, insurance coverage and the process for filing a claim.

BondiThe Evolution of Payments on Campus Presenter: Mark Lucas, Vice President, Managed Services, Coalfire Systems, Incorporated

Balancing Access, Service, and Compliance; maintaining network and data security in any large organization is a major challenge for IT departments. However, in the higher education environment, the protection of IT assets and sensitive information must be balanced with the need for “openness” and academic freedom and innovative technology; making this happen is a more difficult and complex task. Compounding this challenge is the complexity of a higher education environment. IT security programs at a college or university must cover: multiple campuses, numerous buildings, and hundreds of network switches and servers, thousands of users, and a diverse set of merchants. In addition, the ever-changing student population presents IT with another challenge; students arrive with personal computers, gaming systems, and other devices, many of which are infected with malware, and plug them into the institution’s network. The evolution of mobile payments in higher education equals higher complexity solutions.

RoyalPhilanthropic Gifts - What Counts? Presenter: Lori Redfearn, Advancement Services, CSU Office of the Chancellor

There are many conventions for recording and counting gifts: GAAP, VSE, CASE Campaign Reporting Standards and CSU Philanthropic Productivity Reporting. This session will review the purpose for each and how they differ, including how to determine if a sponsored program is counted in gift reporting.

BeavisBest Practices for Protecting Minors on Campus Presenters: Aaron Lundberg, Vice President of Account Services and Chief Operating Officer; and Candace D. Collins, J.D., Safety Analyst, Praesidium, Incorporated

Sexual abuse in universities and organizations has dominated national headlines and local legislation. Industry standards are rapidly rising so it’s important that leadership stay on top of the latest trends, legislation and prevention strategies. This presentation will provide an advanced understanding of how abuse happens in organizations and will discuss what models work best and how to overcome some of the common challenges in the university environment.

5:00 p.m. – 6:00 p.m.Tofanelli

AOA Annual Business MeetingThis meeting is for all conference attendees and includes a review of last year’s accomplishments, goals for the coming year, and election of the 2014 AOA Officers.

6:30 p.m. – 9:30 p.m.Grand Nave Ballroom - Camellia

AOA President’s CelebrationJoin your AOA President, Jerri Carmo, and fellow AOA colleagues for an evening of fun and fellowship as we explore exotic ports of call through a wide variety of food, beverages, music, dancing, prizes and more. Relax, dress casually, and enjoy the festivities!

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TUESDAY, JANUARY 14, 20149:30 p.m.Public Market Lounge

AOA “After Hours”A time to network and relax with your AOA and Business Partner colleagues.

WEDNESDAY, JANUARY 15, 20147:30 a.m. – 11:00 a.m. Glides Registration Area

Conference Registration/Information Desk Open

7:30 a.m. – 8:45 a.m.Grand Nave Ballroom - Camellia

General Buffet Breakfast

9:00 a.m. – 10:15 a.m. Concurrent Session Block V

BataglieriRoundtable Discussion on Emerging Issues for AS/SU AuxiliariesPresenter: Shannon Stratton, Interim Executive Director, Associated Students, Inc., CSU San Bernardino

Join fellow Associated Students and Student Union colleagues in a networking, information sharing, and roundtable discussion on emerging issues in AS/SU Auxiliaries.

CarrCurrent Issues in Sponsored Programs Presenters: Sue DeRosa, Director, Sponsored Programs; and Mike Redmond, Senior Director, CO Budget and Special Initiatives, CSU Office of the Chancellor

This session will be a follow-up to the RAC Fall meeting. Issues discussed will include: ICSUAM, AB20, PeopleSoft Grants Management, and other current topics.

BondiCredit Card Payment and Security Presenter: Lauren Holloway, Director of Data Security Standards, PCI Security Standards Council

Following public release of the PCI DSS and PA-DSS 3.0 in November, Lauren Holloway, Director of Data Security Standards at PCI Security Standards Council, will discuss updates to the PCI Data Security Standard (PCI DSS) and Payment Application Data Security Standard (PA-DSS). The presentation will outline the process for developing and updating PCI Security Standards; themes and key changes to the standards; how they impact organizations’ efforts to protect payment card data, and the timeline for delivery of the updated standards.

REMEMBER! If you have any questions, please visit the Registration Area? ?

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WEDNESDAY, JANUARY 15, 20149:00 a.m. – 10:15 a.m.

Concurrent Session Block V (Continued)

FalorStore of the FuturePresenters: Kimberly Ball, Director, Titan Shops, CSU Fullerton Auxiliary Services Corporation; Elizabeth Ayers, Bookstore Manager, California Maritime Academy, Follett Higher Education Group; Pam Parsons, Store Director, The Hornet Bookstore, Follett Higher Education Group

Rentals, ebooks, technology, services, social media - Oh My! Every business has their challenges and college bookstores are no exception. Now more than ever, your campus store is finding ways to be competitive in a price sensitive environment, adding new products/services while controlling costs and still delivering a bottom line. Whether it is the implementation of textbook rentals, the inclusion of the CSU AL$ program, technology service centers, fashion boutiques, or vendor partnerships, today’s college bookstore is more diverse than ever. Hear from a panel of store managers that have reinvented their college stores to ensure that it is a vital part of their campus communities.

RoyalFunding and Operation of CSU Philanthropic Foundations Presenters: Theresa Mendoza, Senior Advisor of Campus Advancement, CSU Office of the Chancellor; Debbie Chaw, Executive Director, Advancement Services and Foundations, Office of University Advancement, CSU East Bay; Leslie Rohn, Chief Operating Officer, Tower Foundation of San José State University; Sarah Slaughter, Chief Financial Officer, The Campanile Foundation, San Diego State University

Is your foundation virtual, hybrid or free standing? Which model best serves the needs of the campus and donors? How is each model staffed? Panelists will share how it’s done on their campuses to get the conversation going. This session will be facilitated and interactive, so please come with questions and ideas!

BeavisElectronic Signatures and Files - What One Needs to KnowPresenters: Zachary Gifford, Associate Director, Systemwide Risk Management and Public Safety, CSU Office of the Chancellor; and Daniel Howell, Senior Executive Vice President and Managing Director, Alliant Insurance Services, Incorporated

This session will discuss the validity of, and requirements for, electronic signatures and acknowledgements, as well as online/electronic waivers. This session will provide examples of language and requirements for e-signatures. Additionally, this session will include information on the difference between online signatures and wet signatures when it comes to minors. Lastly, this session will discuss the retention of documents in electronic format and whether they can replace hard copies.

10:15 a.m. – 10:45 a.m. Grand Nave Ballroom - Magnolia

Refreshment Break

10:45 a.m. – 12:00 p.m.Grand Nave Ballroom - Camellia

Closing General Session - Solving the Generational PuzzleKeynote Speaker: Hannah Ubl, Millennial Associate, BridgeWorks

12:01 p.m.Grand Nave Ballroom - Camellia

Conference Adjournment and Grand Prize Drawing (must be present to win)

THANK YOU FOR BEING AN IMPORTANT PART OF OUR CONFERENCE.

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CONFERENCE EVALUATIONS: WHY YOUR INPUT IS IMPORTANTDid you know that right after this conference adjourns we will be hard at work planning for February 2015? The planning for the Annual Conference is an ongoing process, and your completed evaluations are critical to our success.

We collect your input in a variety of ways:

1.

2.

3.

Thank you!

Safe travels back home. Next year the conference will be held Sunday, February 8 through Wednesday, February 11, 2015 at the Langham Huntington, Pasadena.

FEBRUARY 8 - 11, 2015

Langham Huntington, Pasadena

At each session you will be given a Session Evaluation Form and we ask that you fill it out on the spot.

After the conference adjourns we will email you a link for completing an overall conference evaluation. Please note that if you complete the online conference evaluation by our requested deadline you will be placed in a drawing to win a $50.00 American Express gift card!

Make it YOUR conference! Seek out the incoming chair for your respective standing committee and let them know what kinds of sessions you would like to see as part of next year’s program.

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CONFERENCE SITES AND PAST PRESIDENTS OF THE LAST DECADE

2004Westin, PasadenaTom McCarron, CSU Northridge

2005Wyndham, Palm SpringsLeslie Levinson, San Diego State University

2006Fairmont, San JoseFrank Mumford, Cal Poly San Luis Obispo

2007Catamaran Resort, San DiegoKim Clark, CSU Dominguez Hills

2008Hyatt, Monterey BayMichèle Goetz, San Diego State University

2004 AwardeesAl Amaral, Cal Poly San Luis ObispoJohn Francis, Cal Poly PomonaRobert Griffin, Cal Poly San Luis ObispoHarvey Goodfriend, San Diego State UniversityBeverly Smith, CSU San Bernardino

2005 AwardeesJuanita Brents, San Diego State University William Pollock, CSU Fullerton

2006 AwardeeWilliam Foster, CSU Northridge

2007 AwardeesSteve Bloom, San Diego State UniversityLeslie Levinson, San Diego State UniversityDon Shemenske, Cal Poly San Luis Obispo

2008 AwardeeMark Bookman, CSU Chico

2009 AwardeeDennis Hordyk, the California State University,Office of the Chancellor

2010 AwardeesEarle Bassett, CSU FresnoMarti Gray, CSU SacramentoSusan Heiser, San Diego State UniversityTom McCarron, CSU Northridge

2011 - No Awards Presented

2012 AwardeesWilliam “Bill” Dickerson, CSU FullertonRichard Jackson, CSU Chico

2013 - No Awards Presented

2009Westin, Long BeachLeslie Davis, CSU Sacramento

2010Sheraton Grand Hotel, SacramentoDave Edwards, CSU Long Beach

2011Hyatt Regency, Newport BeachKaren Finley, CSU Chico

2012The Westin Market Street, San FranciscoDebbie Adishian-Astone, CSU Fresno

2013The Langham Huntington, PasadenaJerri Carmo, San José State University

AOA HARVEY GOODFRIEND HONORARY LIFETIME MEMBERSHIP AWARDEES

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2013 AOA EXECUTIVE COMMITTEE OFFICERS AND REPRESENTATIVES

ELECTED OFFICERSJerri Carmo President San José State UniversityDebbie Adishian-Astone Past President CSU FresnoTaren Mulhause President-Elect CSU Bakersfield

APPOINTED OFFICERRichard Jackson Secretary/Treasurer AOA Executive Office, Chico

ELECTED REPRESENTATIVESChristina Brown Term expires 1/15 San Diego State UniversityDeborah Burns Term expires 1/14 CSU San BernardinoKim Clark Term expires 1/14 CSU San MarcosMaria Garcia Term expires 1/15 CSU Monterey BayJohn Griffin Term expires 1/14 CSU NorthridgeDennis Miller Term expires 1/15 Cal Poly PomonaCarol Sager Term expires 1/15 CSU ChicoJon Slaughter Term expires 1/14 CSU Chico

STANDING COMMITTEE CHAIRS

Debbie Adishian-Astone Long Range Planning & Nominations CSU FresnoDenise Bell Research Administration CSU Fullerton Kurt Borsting (7/12-6/13) Risk Management & Insurance Programs CSU Fullerton Dwayne Brummett (7/13-6/14) Risk Management & Insurance Programs Cal Poly San Luis Obispo David Crandall AS/Student Union CSU NorthridgeChuck Kissel Commercial Shops Liaison CSU FullertonNicole Lane Human Resources CSU FresnoRichard Rechif Financial Services San Diego State University Eumi Sprague Information Technology Cal Poly San Luis Obispo

DESIGNATED LIAISONS AND ADVISORS

Shawn Bibb CABO Liaison San José State UniversityDustin DeBrum Web Coordinator Cal Poly San Luis ObispoRobert Griffin Legislative & Compliance Advisor Nonprofit Advisory Group Robyn Pennington Business & Finance Liaison CSU Office of the ChancellorLori Redfearn Advancement Services Liaison CSU Office of the Chancellor

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2014 AOA CONFERENCE PLANNING COMMITTEE

BUSINESS PARTNERS

Fred Neely, Co-Chair

Rebecca DietzlerAssistant Director, Event ServicesUniversity Union, CSU Sacramento

Emily PooleAssistant Director of Campus Programs, Student Union, CSU Bakersfield

LOGISTICS

Richard Jackson, Co-ChairAOA Secretary/Treasurer

SPECIALIZED FUNCTIONS

Dixie Johnson, Co-Chair

Conference Registration - Judy BauerRetired, San Diego State University Research Foundation

Conference Registration - Janet HarrySan Diego State University Research Foundation

Conference Evaluations - Jeanne DittmanInterim Director, Office of Sponsored Programs San José State University Research Foundation

Conference Evaluations - Raven TysonContracts and Risk Management CoordinatorAssociated Students, Inc., San Diego State University

Graphics - Aaron Elimelech, Randy Cano,and Paul ZappiaAssociated Students, Inc., CSU Long Beach

A SPECIAL THANK YOU TO THEFOLLOWING:

The California State University Office of the Chancellor

Shawn Bibb - Vice President forAdministration/CFO, San José State University

Robert Griffin - AOA Legislative & Compliance Advisor

University Student Union, CSU Sacramento

All Conference Volunteers

Taren Mulhause, Chair and President ElectExecutive Director, Associated Students, Inc. CSU Bakersfield

SESSION PLANNING - EDUCATIONAL TRACKS

Jon Slaughter, Co-ChairDirector, AS Programs and Government AffairsAssociated Students, CSU Chico

AS/Student Unions - David CrandallGeneral ManagerAssociated Students, CSU Northridge

Commercial Shops - Chuck KisselAssociate Executive Director, CSU Fullerton Auxiliary Services Corporation

Executive Directors - Karen Finley Human Resources Director/Risk ManagerResearch Foundation, CSU Chico

Financial Services - John GriffinChief Financial OfficerThe University Corporation, CSU Northridge

Human Resources - Jennifer MonteroHuman Resources ManagerAssociated Students, San José State University

Information Technology - Eumi SpragueManager, Information TechnologyCal Poly Corporation, Cal Poly San Luis Obispo

Philanthropy - Leslie RohnChief Operating OfficerTower Foundation of San José State University

Research Administration - Georg JahnDirector, Sponsored Programs and Real EstateThe University Corporation, CSU Northridge

Risk Management - Raven TysonContracts and Risk Management CoordinatorAssociated Students, Inc., San Diego State University

AUDIO VISUAL ANDINFORMATION TECHNOLOGY

Dustin DeBrum, Co-ChairManager, Educational Web Services,Cal Poly Corporation, Cal Poly San Luis Obispo

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Join us at the

2014 President’s CelebrationE X O T I C P O R T S O F C A L L

Join your AOA President, Jerri Carmo, and fellow AOA colleagues for an evening of fun and fellowship as we explore exotic ports

of call through a wide variety of food, beverage, music, dancing, prizes and more. Relax, dress casually, and enjoy the festivities!

G R A N D N AV E B A L L R O O M - C A M E L L I A

Tuesday, January 14th, 20146:30 p.m. - 9:30 p.m.