Agenda

Chris Purnell, Partner and Tax Counsel, CapinCrouse
David Hoag, President, Council for Christian Colleges & Universities
Joy Mosley, Vice President for Government & Strategic Relations, Council for Christian Colleges & Universities

(CPE: Business Law)

With the new administration reshaping federal education priorities, it’s vital to keep a careful eye on Washington, D.C. Join us as we sort through executive orders, Dear Colleague letters, and pending legislation that will impact your institution.

Learning objectives:

Identify changes in federal education that will impact higher education institutions
Recognize how your institution might be affected by changing legislation
Determine how your institution can respond to both opportunities and challenges posed by the new federal administration

Junice Jones, Partner, CapinCrouse
Rachel McMichael, Partner, CapinCrouse

(CPE: Specialized Knowledge)

With federal funding seemingly in flux, higher education institutions will increasingly seek new sources of revenue. We will look at some of the headwinds institutions are facing and discuss strategies to generate new revenue streams.

Learning objectives:

Summarize challenges affecting higher education profit margins
Identify revenue streams that could benefit your institution
Develop a plan for adding identified revenue streams at your institution

Ashley Peabody, Partner, CapinCrouse
Daren Daiga, Partner, CapinCrouse
Ted Batson, Partner, Tax Counsel, and Professional Practice Leader – Tax, CapinCrouse

(CPE: Taxes)

Higher education institutions face complex — and ever-changing — tax requirements and considerations. In this session, we’ll discuss recent and common tax questions we answer for our higher education clients. Topics will include stock gifts, sabbaticals, housing for the convenience of the employee and the minister’s housing allowance, spousal travel, various filing requirements, tax-exempt bonds, clean energy credits, and more.

Learning objectives:

Recognize common tax issues and considerations that directly affect higher education institutions
Determine any areas within your institution that need to be addressed to ensure compliance with tax regulations and general best practices
Assess what your institution may need to do to prepare for the future

Daniel Campbell, Partner and Higher Education Services Director, CapinCrouse
Christopher Gordon, Partner, CapinCrouse

(CPE: Specialized Knowledge)

With so much data now available, it can be challenging to know what to measure and monitor. We’ll delve into key considerations to help your institution identify, develop, and communicate meaningful and timely data to key stakeholders so they can make informed strategic decisions.

Learning objectives:

Identify key departmental data for monitoring and evaluating financial and institutional performance
Create a framework for implementing and communicating this data within your institution