College football field

CACUBO 2021 Annual Meeting

Join Baker Tilly’s higher education specialists at the Central Association of College and University Business Officers (CACUBO) 2021 Annual Meeting as we present sessions on athletic department fiscal resiliency and maintaining tax compliance. CACUBO’s virtual event offers attendees the opportunity to gain new knowledge around the theme, “Navigating Unchartered Territories in Higher Education,” while also providing a networking setting for college and university business officials.

Baker Tilly sessions:

Fiscal resiliency: evaluating intercollegiate athletic programs

Monday, Sep. 27, 2021
2:45 – 3:45 p.m. CT

Athletics is a key enrollment driver for many institutions and attracts under-represented populations. Before reducing or eliminating athletic programs to bridge the gulf in financials, colleges and universities should understand the contributions that athletic programs make to diversity, academics and fiscal performance. Completing an in-depth contribution analysis of each athletic team can provide the necessary data for leaders and boards to make informed decisions. This session will provide specific actions to make decisions needed to move athletic programs forward.

Presented by:

  • Susan Maloney, CPA, Firm Director, Higher Education, Baker Tilly
  • Michael McFarland, Director of Athletics, Associate Professor and Department Chair of Athletics Faculty, Bloomsburg University

Navigating uncharted tax territories: how to be successfully compliant in the wake of the pandemic

Tuesday, Sep. 28, 2021
12:30 – 1:30 p.m. CT

Presenters will begin the discussion with an audience poll to gain insight into attendees’ experiences over a year after COVID-19 hit the U.S., and summarize key changes to both operations and the tax law. We will outline key tax legislative changes, including those under the CARES Act of 2020, the Consolidated Appropriations Act of 2020 and the American Rescue Plan Act of 2021, and highlight key points of the final regulations of the unrelated business income tax activities rules under IRC 512(a)(6). The session will tie these changes into the reporting requirements for investments held by higher education institutions and share tips and tricks to reviewing Schedule K-1 footnotes from the investments and best practices for ensuring compliance.

Presented by:

  • Larry Mohr, CPA, MBT, Tax Partner, Baker Tilly
  • Shelby Netz, CPA, Senior Manager, Baker Tilly

Visit the CACUBO 2021 Annual Meeting website for more information and to register.

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