Business Office Reset

Business Office Reset

News from the world of private higher education Business Offices. Tips, tricks, best practices and days in the life of university operations.

Episodes

Episode 70 - What's Going Well (Auditor Version!) with Scott Spear and Jackson Magdy

July 1, 2025 • 22 mins
The auditor relationship is likely the most critical contractor relationship for the Business Office. Jackson Magdy from Forvis Mazars and Scott Spear from CFO Colleague talk about building a great working relationship between client and auditor. From navigating complex transactions to maintaining open lines of communication, Jackson and Scott describe what they've learned working together and ways it can help Business Offices thri...
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Episode 71 - BREAKING One Big Beautiful Bill and current events with Dave Moja

June 27, 2025 • 31 mins
Dave Moja talks us through Form 990 trouble spots, what's going on with the IRS, and the One Big Beautiful Bill: what looks good for higher ed (a little) and what looks hard (a LOT)!
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Episode 69 - What's Going Well - Suahil Housholder

June 17, 2025 • 16 mins
Suahil Housholder of Anderson (IN) talks about life after a missed debt covenant, her research with leadership in distressed institutions, and her team's tradition of "Audit Treats" to get through what could be the toughest time of year with a little fun and whimsy.
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Episode 68 - What's Going Well - Stead Halstead

June 3, 2025 • 25 mins
Stead Halstead from Bushnell joins Jessica and discusses the successes of his team, freeing them up to better serve customers, and a healthy approach to data.
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Episode 67 - What's Going Well - Stephen Olson

May 20, 2025 • 31 mins
Great things are happening at Taylor! Stephen Olson, CFO, talks about his experience over a career at the University, what he's noticed about what's going well, his exceptional team, and his tips for other CFOs navigating their own institutional spaces.
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Episode 66 - What's Going Well - Victoria Pierce

May 6, 2025 • 19 mins
Victoria Pierce, Controller at Anderson University (SC) talks about what's going well with her team, her love for Workday, the unexpected blessings of a new, faithful footbal program, and her top tips for other Controllers to thrive.
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Episode 65 - 2024 Recap: Bank Reconciliations

February 4, 2025 • 27 mins
Happy New Year! We're kicking off 2025 by covering the hottest topics we saw in higher education for 2024. Jessica Ryals covers tips, tricks, and overhauls to cash accounting that can help make bank reconciliation more manageable. Cash is king and the more on top of it we are, the better we're able to support the rest of the institution with their needs throughout the year. Hear her top tips from things you can start today to best ...
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Episode 64 - Tough Times in Higher Ed - Risk Management with Stephanie Craig

October 21, 2024 • 19 mins
Stephanie Craig, crisis manager extraordinaire, shares the best kept secret of risk and crisis management: it happens well before the crisis. Join her for insights into the risk landscape of higher education (spoiler alert: it's reputation management!) as well as quick wins your institution can implement right away to have a significant impact.
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Episode 63 - Tough Times in Higher Ed - Senior Leadership with Aaron Kuecker

August 12, 2024 • 19 mins
Aaron Kuecker, President of Trinity Christian College in Palos Heights, IL, talks through the nuances of leading through challenging times, building decisions around the mission, and drawing a community together while making tough calls.
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Episode 62 - Cross-Cabinet Communication with Amy Kovach and Scott Campbell

July 22, 2024 • 18 mins
Between Academic and Financial Leadership on campus, there tend to be the most employees, biggest reporting structures, and at times, most contentious relationships. We chat with Amy Kovach and Scott Campbell, serving at Mount Vernon Nazarene University as the VPAA and CFO, about the success they've had in collaboration with one another and tips for other CFOs in those important relationships.
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Episode 61 - Flipped! - Chart of Accounts with Jessica Ryals

July 8, 2024 • 16 mins
Turn the microphone around to talk with Jessica Ryals about approaching the Chart of Accounts for better campus understanding and financial reporting. She provides tips from a full overhaul to small scale changes you can make today that have an impact.
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Episode 60 - Flipped! - Bank Reconciliations with Jessica Ryals

June 24, 2024 • 14 mins
For this series, we're flipping the mic! Scott Spear interviews Jessica Ryals on what she's seeing in the industry. We kick off with bank reconciliations - what's going wrong? What best practices can we implement? And most importantly, what can we change TODAY to have an impact?
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Episode 59 - Let's Talk About Marketing with Katie Booth

June 3, 2024 • 32 mins
Katie Booth talks through Higher Ed marketing, her higher ed career, what's great about marketing and how business offices can better relate to and interact with their marketing team. She offers great tips for using internal and external marketing resources alike!
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Episode 58 - Tough Times in Higher Ed - Characteristics of Closures with Jeff Spear

May 13, 2024 • 29 mins
Continuing our Tough Times series, Jeff Spear talks through some key metrics and ratios institutions can use to measure health over time, and the ways there is hope for the industry if we work toward these metrics going forward.
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Episode 57 - Tough Times in Higher Ed - College Viability with Gary Stocker

April 29, 2024 • 21 mins
New series starting on Tough Times in Higher Ed, and we're kicking off with Gary Stocker. He talks through the industry situation, why he sees closures as inevitable, and the availability of his IPEDS-fueled College Viability App for employees and prospective families alike to get a picture of their institutions.

Gary: www.collegeviability.com

Jessica: jessica@cfocolleague.com
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Episode 56 - Coffee with Dave Moja and the Form 990 (part 2)

April 22, 2024 • 20 mins
Have you ever wanted to pick Dave Moja's brain on the 990? As we finalize 2023 and look to 2024's filings, Dave takes us through the key areas of the form, what to watch out for, and how to spend your time on the most impactful areas. Don't miss Part 1 or Part 2 of our chat!

Dave can be reached at dave@mojacpa.com.
Jessica can be reached at jessica@cfocolleague.com
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Episode 55 - Coffee with Dave Moja and the Form 990 (part 1)

April 8, 2024 • 20 mins
Have you ever wanted to pick Dave Moja's brain on the 990? As we finalize 2023 and look to 2024's filings, Dave takes us through the key areas of the form, what to watch out for, and how to spend your time on the most impactful areas. Don't miss Part 1 or Part 2 of our chat!

Dave can be reached at dave@mojacpa.com.
Jessica can be reached at jessica@cfocolleague.com
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Episode 54 - Rethinking Program Resourcing with Scott Spear

March 20, 2024 • 12 mins
How do we think about the Academic Programs we offer? What do we do with faculty attrition? How can we set ourselves up to have conversations around programs that don't require radical changes? We chat with Scott Spear about new ways to think about resourcing our academic programs through data generosity and collaborative decision making.
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Episode 53 - Rethinking Financial Clearance with Sean McGreevey and Joretta Nelson

March 4, 2024 • 26 mins
Our friends from Credo are back! Sean and Joretta talk through the importance of our financial clearance process as an institution in the student success space, and spoiler alert, the follow on effects on student retention AND cash flow for the institution. A must-listen for every business officer struggling to gain traction on accounts receivable and shining a light on why our students (as well as our employees) need us to take th...
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Episode 52 - Rethinking Endowment Accounting with Victoria Pierce

February 19, 2024 • 24 mins
We chat with Victoria Pierce about the intricacies of endowment accounting, making Workday work for their institution (even without the endowment module) and ways to integrate endowment work throughout the year to make year-end more manageable.
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