Presenters
Joanne Coville is Vice President for Finance and
Administration at California State University Channel
Islands (CSUCI). She is responsible for finance, human
resources, safety, information technology, and
facilities. The campus officially opened with its first
students in Fall 2002. Prior to joining CSUCI, Ms.
Coville was Executive Vice President at Oregon
Graduate Institute of Science and Technology (OGI), a
unique private institution that offered programs at
the graduate level in various science and technology
disciplines. She left OGI after negotiating and
completing a merger of that institution with another
local graduate institution. Prior to joining OGI, she
served as Controller at Stanford University. She is
past Treasurer of WACUBO. She graduated from the
Leadership California program in 2003. She also is
past chairperson of the Accounting Principles
Committee of the National Association of College and
University Business Officers (NACUBO). NACUBO
awarded Ms. Coville the highly coveted Daniel D.
Robinson award. She earned a B.S. in Accountancy
from Northern Illinois University and is a Certified
Public Accountant.
Theresa Ashman is currently the Controller at the
University of Utah. She holds dual BS degrees in
biology and accounting from Purdue and received her
MBA from Indiana Wesleyan University. She holds an
active CPA license in Utah and has been a CPA in
Indiana. She has over 17 years of experience of
higher education in positions such as an Internal
Auditor, Business Manager, Assistant and Associate
Comptroller, and Controller. She is a member of
NACUBO’s Accounting Principles Council, and is the
chair of the UACPA State and Local Government
conference planning committee.
John Calderhead is a Certified Public Accountant
(CPA) and has served as the Controller for the past
five years at Colorado College reporting to the Vice
President for Finance & Administration. As a
graduate of Colorado College, with a Bachelor of Arts,
Political Science Degree and then went to the
University of Denver and received his MBA degree.
He also served as the Assistant Controller and
Director of Budget Operations at the University of
Denver in Denver, Colorado for eight years. His broad
scope of responsibility in this position included
management of the Budget Operations staff,
coordination of the divisional budget officers, general
accounting, merit process, financial analysis and
Banner Finance. He also served as the Budget
Director for a $300 million capital building campaign
and Director of accounting and financial analysis for
the University’s $250 million five-year capital
campaign.
In previous years of his career, John served as the
Director of Financial Management and Budgeting for
the nation’s second largest folk music school and
concert promoter, Swallow Hill Music Association in
Denver, CO.
IF SPECIAL ACCOMMODATIONS ARE REQUIRED, PLEASE ADVISE AT THE TIME OF YOUR REGISTRATION.
Boise, Idaho
Presenting Financial Information Effectively
October 6th 8am – 5pm
This workshop, presented by Joanne Coville, is intended to provide an in depth
discussion of key issues business officers face when presenting financial
information to the various audiences. It will discuss, demonstrate, and deliver
specific tools that participants can take back to their campuses and use
successfully.
• Understand Audience Needs: Know what the audience wants and needs
to know and how the information will be used. Understand the culture
of the institution, views of the leadership on openness and level of
financial understanding of the audience.
• Evaluate Financial Information: Identify most important aspects of the
financial data and relevant time frames – one year vs. multi-year
trends. Learn how to tell the story you need to tell. Help the audience
interpret financial data.
• Present Financial Information: Remember to set the context.
Emphasize key messages you wish the audience to understand. State
why this information is important and anticipate questions in advance.
Intermediate College & University Accounting Workshop
October 7th 8am - 5pm * October 8th 8am - 2pm
The Intermediate Accounting Workshop, presented by Theresa Ashman and
John Calderhead, is geared to the management needs of controllers, directors,
and accounting managers, as well as to personnel with direct or supervisory
responsibility for accounting and finance issues in higher education. This
workshop will provide participants an in depth review of the theoretical
foundations of college and university accounting with respect to:
• Current Operations: Focuses on management issues such as fund
accounting, revenue/expense recognition and classification, budgeting,
cost allocation, cash flows, etc.
• Investments, endowments, and gifts: Focuses on recognition, investment
strategies, spending rates, pool allocations, etc.
• Financing issues: Focuses on tools and methods for both cash
management and capital financing.
• Capital issues: Focuses on accounting for capital assets and
depreciation.
• Financial reporting: This part of the workshop covers current
reporting issues and practices of both FASB and GASB institutions.
*These workshops bring together leaders in the field to share their expertise
with you, and they are outstanding programs for new staff members moving
into higher education finance or for seasoned veterans seeking a refresher
course
Registration
Online Course Registration:
SPRINGHILL SUITES MARRIOTT
424 East ParkCenter Blvd.
www.wacubo.org/work.shtml Tel: 1-208-342-1044

Workshop Member Non-Member

Presenting Financial $199 $219 Rooms: $83 per night, available thru 09/21/10
Information Effectively Hotel reservations: King Suite Click Here!
2 Double Suite Click Here!
Intermediate Accounting $269 $299
Phone-in use rate Code: WACUBO
Both Workshops
Workshop(s) Member Non-Member $449 $499

Cancellation Policy
Refunds will be given upon written request 30 days
prior to program, less a $50 cancellation fee. No
refunds will be made after September 6, 2010.
Substitutions are allowed at any time at no additional
charge.

Site Sponsor Contact:

Betsy Beardall, betsy.beardall@usu.edu
Phone: 435-797-0363

Things to do in Boise:
 Visit Downtown Boise
 Attend a Boise State University Football game
Saturday October 9th, 6:00 p.m. Photo courtesy of SpringHill Suites Marriott
 Visit Zoo Boise
 Go for a walk or jog along the Boise River Whether you're traveling for business or pleasure, you'll
Greenbelt love our Boise SpringHill Suites hotel. Our all-suite hotel
is nestled against the beautiful Boise River Greenbelt and
Transportation from Airport: located in Boise's business district, near downtown
Complimentary hotel airport shuttle, contact hotel Boise, Boise State University, the Boise Airport, and
upon arrival downtown government agencies. We offer a
complimentary shuttle to the Boise Airport and the local
For those driving:
area activities, entertainment and city hot spots. The
Hotel parking is complementary.
suites in our hotel feature complimentary high-speed
internet access, a 37" flat-screen TV, microwave, mini-
CPE Credits:
fridge, wet bar, pullout sofa bed, and separate living area.
WACUBO does not offer CPE credits per se, but many
If you would rather stay in than go out, relax in our
organizations accept WACUBO course for credit. A CPE
complimentary pool, whirlpool, or fitness room.
self-reporting form to send to your professional
organization is available at the WACUBO website.
The workshops are held on-site at the hotel
www.wacubo.org
IF SPECIAL ACCOMMODATIONS ARE REQUIRED, PLEASE ADVISE AT THE TIME OF YOUR REGISTRATION.