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2009 Presidents Institute

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January 4-7, 2009
Hyatt Regency Coconut Point
Bonita Springs, Florida

Registration Deadline:
December 5, 2008

 

Institute Preliminary Program
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Conference Links:


Investing in the Future:
Students, Institutions, and the Public Good

New economic conditions are challenging the traditional view of American higher education as a wise investment in the future, both for the individual and for society as a whole. Tighter student loan markets, lower returns on endowments, increasingly prescriptive donors, and higher operating costs are stimulating innovative ideas to secure the future of private higher education. The new generation of college students reflects a wide diversity of backgrounds and invites fresh approaches in teaching, educational support, and student services. For college and university presidents, the exercise of leadership calls for new strategies for finding, investing, and deploying scarce resources. How can presidents make the case to anxious students and parents that an education at an independent college or university is a worthwhile investment? What arguments will persuade cautious donors that investing in independent higher education leads both to greater success by individual students and to a broader public good? What strategies can presidents employ to bolster endowment returns and strengthen facilities? CIC’s 2009 Presidents Institute will explore these and other critical questions by drawing on the practical experiences and successes of fellow presidents and by considering the perspectives of other experts who take a broad look at the trajectory of our enterprise.

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Schedule-at-a-Glance (Preliminary)

Saturday, January 3
Noon–8:00 p.m., New Presidents Program, New Spouses Program

Sunday, January 4
7:30 a.m.–1:00 p.m., New Presidents Program, New Spouses Program
8:30 a.m.–3:00 p.m., CIC Board of Directors Meeting

Presidents Institute Begins

5:00–6:15 p.m., Welcome and Keynote Address: Henry Louis Gates, Jr.
6:30–9:00 p.m., Welcoming Reception and Dinner

Monday, January 5
7:15–8:15 a.m., Continental Breakfast
8:30–9:45 a.m., Plenary Session: The Honorable Paul H. O’Neill
10:00 a.m.–1:00 p.m., Presidents and Spouses Sessions (including lunch)
1:30–3:30 p.m., Workshops
1:30–5:30 p.m., Optional Trips
5:00–6:30 p.m., All-Institute Reception
6:30 p.m., Dine-Around Dinners

Tuesday, January 6
7:15–8:15 a.m., Continental Breakfast
8:30–9:45 a.m., Plenary Session: The Honorable Shirley Ann Jackson
10:00 a.m.–12:45 p.m., Presidents and Spouses Sessions
1:30–5:00 p.m., Workshops
1:30–5:30 p.m., Optional Trip
6:00–7:00 p.m., Awards Reception
7:00–9:00 p.m., Awards Banquet

Wednesday, January 7
7:15–8:15 a.m., Continental Breakfast
8:30–9:30 a.m., CIC Annual Business Meeting
9:45–11:00 a.m., Presidents and Spouses Sessions
11:15 a.m.–12:15 p.m., Closing Plenary Session: Molly Corbett Broad, George D. Kuh

Presidents Institute Ends

1:00–5:30 p.m., CIC/Aspen/Wye Seminar on Leadership
1:30–9:00 p.m., Presidential Vocation and Institutional Mission Program

Thursday, January 8
8:30 a.m.–1:00 p.m., Presidential Vocation and Institutional Mission Program

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Plenary Sessions

Keynote Address, Sunday, January 4, 5:00–6:15 p.m.
Higher Education’s Contribution to the Public Good in a Diverse Society


Noted African American Studies scholar Henry Louis Gates, Jr., will address higher education’s contribution to the public good in a diverse society. What can American colleges and universities do to foster civility and cultural understanding in an increasingly multicultural and global context? How are the dynamics of race and class manifested at smaller private institutions? What is the role of the college president in these important matters? These and other provocative questions will be addressed by Gates in his opening keynote presentation.

Henry Louis Gates, Jr. is Alphonse Fletcher University Professor and director of the W. E. B. Du Bois Institute for African and African American Research at Harvard University, the author of numerous books and publications, and producer of the acclaimed PBS 2006 and 2008 documentary series, “African American Lives,” the first documentary series to employ genealogy and science to provide an understanding of African American history. Currently, Gates is the editor-in-chief of the Oxford African American Studies Center, the first comprehensive scholarly online resource in the field of African American Studies and Africana Studies, and of The Root, an online news magazine dedicated to coverage of African American news, culture, and genealogy.

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Plenary Session, Monday, January 5, 8:30–9:45 a.m.
Weathering the Storm: The Future of Private Colleges and Universities in the Face of Economic Uncertainty

From the downturn in the economy, to pending significant changes in the number and characteristics of prospective students, to increased competition in the academic marketplace, college and university presidents are facing significant leadership challenges. What will be the likely impact of current economic trends on the future of American higher education? How might presidents of private colleges and universities chart a better course in such turbulent times? Former Secretary of the U.S. Treasury Paul H. O’Neill will address these questions from his perspective as corporate leader and public servant.

The Honorable Paul H. O’Neill was Secretary of the U.S. Treasury from 2001 to 2002. He was previously the chairman and chief executive of Alcoa, the world’s leading producer of aluminum products, and prior to that he served as vice president and then president of the International Paper Company. O’Neill’s educational background is in economics and public administration. He joined the U.S. Office of Management and Budget in 1967 and served as deputy director of OMB from 1974 to 1977. He began his public service as a computer systems analyst with the U.S. Veterans Administration, where he served from 1961 to 1966.


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Plenary Session, Tuesday, January 6, 10:00–11:00 a.m.
Investing in the Future of Science Education


American higher education is facing increased competition abroad, particularly on the science and technology front. What is the role of college presidents in helping to meet the demands of science education? How can smaller private colleges and universities further America’s investment in a technologically advanced society? A seasoned leader in government, industry, research, and academe, Shirley Ann Jackson will lend her expertise and experience to these issues in her address.

The Honorable Shirley Ann Jackson is president of Rensselaer Polytechnic Institute, the oldest technological research university in the United States. She served as chairperson of the U.S. Nuclear Regulatory Commission under President Clinton. Jackson was a theoretical physicist at AT&T Bell Laboratories and a professor of physics at Rutgers University. In 2007, she received the prestigious Vannevar Bush Award for “a lifetime of achievements in scientific research, education, and senior statesman-like contributions to public policy.” Jackson is past president (2004) of the American Association for the Advancement of Science (AAAS) and former chairperson (2005) of the AAAS Board of Directors.

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Closing Plenary, Wednesday, January 7, 11:15 a.m.–12:15 p.m.
Investing in Student Success and the Public Good: Ensuring the Future of American Private Higher Education

With increased calls for accountability from parents, donors, and public officials, how can continued investment in student success and the public good contribute to a strong future for America’s private colleges and universities? Two highly regarded higher education leaders, Molly Corbett Broad and George D. Kuh, will comment from their distinctive perspectives on these major issues facing private higher education.

Molly Corbett Broad is president of the American Council on Education, a position she assumed in May 2008. Broad was president of the 16-campus University of North Carolina system from 1997 to 2006, where she earlier was executive vice chancellor and chief operating officer. With her background in economics, Broad previously served in senior financial and chief executive officer roles in the California and Arizona state systems as well as at Syracuse University. Broad is currently on the board of the Public Broadcasting Service.



George D. Kuh
is Chancellor’s Professor of Higher Education and director of the Center for Postsecondary Research at Indiana University and author of Piecing Together the Student Success Puzzle: Research, Propositions, and Recommendations. Founding director of the widely-used National Survey of Student Engagement (NSSE), Kuh has written extensively about student engagement, assessment, institutional improvement, and college and university cultures and consulted with more than 200 colleges and universities in the U.S. and abroad.


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Concurrent Sessions (as of September 26, 2008)

As additional speakers and sessions are confirmed, the information will be added here to the website.

MONDAY, JANUARY 5, 2009

-----10:00–11:15 a.m.-----

The Financial and Strategic Outlook for Private Colleges in a Turbulent Economy

Given the tumultuous economic environment in 2008, including the effects of the sub-prime housing crisis and a significant economic slowdown, navigating colleges through the current environment will likely prove difficult. The outlook for the higher education sector in 2009 will be reviewed, including the impact of the housing market, presidential election, capital market disruptions, student loan market changes, and other current events on colleges’ financial strength and strategies. Implications for the president and the board will be considered. Changes in the market for higher education bond issues and financing for capital projects will also be addressed.

Doreen E. Boyce, President (retired), Buhl Foundation and Senior Consultant, Association of Governing Boards
Roger Goodman, Vice President and Team Manager, Higher Education and Not-For-Profits Ratings Team, Moody’s Investors Service

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Turnaround: Leading Stressed Colleges and Universities to Excellence

What are the characteristics of fragile colleges and universities and what are successful approaches to reviving stressed institutions? Two presidents who have led significant turnarounds will share their experiences, and two researchers who have examined scores of colleges and universities will present five characteristics of institutions that achieved turnaround success, as well as five factors that led a different group of colleges and universities to fail and close their doors.

Michael Mace, President, Rocky Mountain College
James Martin, Professor of English, Mount Ida College and co-author, Turnaround: Leading Stressed Colleges and Universities to Excellence (2009)
James E. Samels, President and CEO, The Education Alliance and co-author, Turnaround: Leading Stressed Colleges and Universities to Excellence (2009)
Debra M. Townsley, President, Nichols College

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Reaching Alumni and Donors During Economic Downturns

Several seasoned presidents will discuss their approaches to maintaining good relations with alumni and donors at a time of declines in investment returns and home values, rising consumer debt, and economic hardships. Alternative strategies for raising funds in capital campaigns, alumni drives, and annual funds will be presented.

Rosemary E. Jeffries, RSM, President, Georgian Court University
Rosemarie Nassif, SSND, President, Holy Names University

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Educating Students for Personal and Social Responsibility

The philosophical, pragmatic, and long-range commitments that lead presidents to develop academic programs to educate students for social responsibility and civic engagement will be addressed. Panelists will focus on the responsibility of colleges to prepare students to be effective citizens and leaders of their communities, nations, and world by highlighting several approaches at various colleges. The resources of Project Pericles to design and implement a wide range of programs in the classroom, on the campus, and in the community will also be presented.

J. Timothy Cloyd, President, Hendrix College
Jan R. Liss, Executive Director, Project Pericles
Carol Ann Mooney, President, Saint Mary’s College (IN)

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Perspectives of Journalists

Higher education journalists will discuss how they determine which issues to cover, trends they predict, and advice on good (and bad) ways to pitch a story. They will also provide insights about what topics they are currently working on or plan to tackle in the near future and what news items they hope to receive from small and mid-sized colleges and universities.

Tamar Lewin, Domestic Correspondent, New York Times
John Hechinger, Senior Special Writer, Wall Street Journal
Jeffrey Selingo, Editor, The Chronicle of Higher Education
Kenneth Terrell,
Education Editor, U.S. News & World Report

-----11:45 a.m.–1:00 p.m.-----(a box lunch is provided)

Open Forum on the Economy and Private Colleges and Universities

The full shape and implications of the sudden disruption in the world financial markets are still not known. In response, the Institute provides an excellent opportunity to share views with colleagues and gain some early insight from a leading expert on college finances. What does history tell us about the relationship between economic travail and charitable giving? How is the economic downturn affecting independent institutions? What strategies are leaders implementing to guide their institutions?

Convener: Kent John Chabotar, President, Guilford College, faculty member, Harvard Institutes of Higher Education and the Getty Leadership Institute, and author of Strategic Finance: Planning and Budgeting for Boards, Chief Executives, and Finance Officers (2007)

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Inside or Outside Counsel? How a President Manages Legal Issues

When, or even whether, presidents use legal counsel—in-house or retained—to assist in the management of the institution can become a strategic issue. Using case studies and examples from other presidents, this session will focus on some of the factors a president might consider to determine whether to retain or employ legal counsel and how to manage the relationship in a cost-effective way. Claims of employment discrimination, sexual harassment, and improper tenure and promotion decisions will highlight effective use of counsel. Examples from session participants will also be solicited and discussed.

Mark T. Cregan, CSC, President, Stonehill College

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Practical Approaches to Sustainable Campus Designs and Practices

What are practical and cost-effective approaches to implementing environmentally sustainable campus plans, building designs, and practices? Panelists will discuss considerations in LEED certification in the construction of new buildings, sustainable campus plans for landscaping and parking, strategies for reducing energy consumption, improving maintenance efficiency, and reforestation and wetland reclamation on campus.

Stephen R. Briggs, President, Berry College
Michael C. Maxey, President, Roanoke College

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Emerging Best Practices in President-Trustee Relations

Effective president-trustee relations are critical to the success of the presidency and the advancement of the institution. Emerging best practices in areas such as creating optimal president-trustee relationships; interacting with the board and maintaining good relationships within the board (and between the board and the institution); presidential and board evaluation; developing board leadership; selecting and orienting new board members; creating effective board organization and committee structure; and conducting productive, informative, and engaging board meetings will be discussed. Panelists will also address ways to strengthen the relationship between the president and the board chair.

Ann Die Hasselmo, President, American Academic Leadership Institute
Todd S. Hutton, President, Utica College
Theodore E. Long, President, Elizabethtown College
Tim Summerlin, President, Schreiner University

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Talking about Religion on Campus

Religion has a complex and evolving relationship with American higher education. Each year incoming students arrive with ever more diverse religious interests and perspectives. Public debates and contemporary scholarship are peppered with religious or spiritual allusions. Some faculty members welcome the opportunity to discuss these matters with students, some feel ill-equipped to deal with them, and others are adamantly opposed to pursuing the subject at all. How can religion enhance learning on campuses without becoming a source of tension or dispute? Should presidents develop a careful vocabulary that recognizes religion’s historic, personal, and public dimensions? Awareness of these distinctions may also help institutions in planning programs and gauging student outcomes.

Joel L. Cunningham, Vice Chancellor and President, Sewanee: The University of the South
Douglas Jacobsen, Distinguished Professor of Church History and Theology, Messiah College and Co-editor, The American University in a Postsecular Age (2008)
Rhonda Hustedt Jacobsen, Director of Faculty Development and Professor of Psychology, Messiah College and Co-editor, The American University in a Postsecular Age (2008)

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The Creative Campus of the 21st Century

Most colleges and universities are important centers of artistic activity on campus and in the surrounding community through support of performances and art exhibitions, artists-in-residence, interdisciplinary courses and projects, and the preservation of historic structures, landscapes, and collections. Presidents will learn about the “Creative Campus” movement that examines ways of enhancing and integrating the arts on campus and creates an environment that promotes the imaginative lives of students across disciplinary boundaries.

Betsy Fleming, President, Converse College
Ellen McCulloch-Lovell, President, Marlboro College
Steven J. Tepper, Associate Director, Curb Center for Art, Enterprise, and Public Policy and Assistant Professor of Sociology, Vanderbilt University


TUESDAY, JANUARY 6, 2009

-----8:30–9:45 a.m.-----

Responding to Changes in Student Demographics: An Agenda for the Future

Increasing the proportion of the American population holding a college degree will remain an elusive goal unless the makeup of the student body is aligned more closely with demographic trends in the overall population along dimensions of race, ethnicity, culture, educational preparation, age, and family income. Progress will require recruiting, enrolling, retaining, and graduating a student body that is both more diverse and less wealthy. Panelists will discuss implications of the demographic changes and consider strategies for effective responses.

Donna M. Carroll, President, Dominican University
Joseph E. Gilmour, President, Wilkes University
William H. Graves, Senior Vice President for Academic Strategy, SunGard Higher Education and member, Making Opportunity Affordable National Advisory Group
Neil Albert Salonen, President, University of Bridgeport

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Approaches to Benchmarking the Strategic Plan

This session will address the use of business intelligence systems and benchmarking tools to provide presidents and other key administrators with the information they need to monitor the strategic plan and make timely decisions. Three key components that have led to success will be outlined: (1) selecting and developing the right tool, (2) determining a common understanding of data elements, and (3) creating the right governance structure. Uses of CIC’s Key Indicators Tool (KIT) and Financial Indicators Tool (FIT) benchmarking reports will also be discussed.

Larry Goodwin, President, The College of St. Scholastica
M. Lee Pelton, President, Willamette University
Michael Williams, President, The Austen Group

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The President and the Chief Financial Officer

This session will include a discussion of the relationship between the president and the chief financial officer, from daily interactions to shared roles in goal and policy setting for the institution. There will be a focus on the importance of communication between the two and how good communication can affect relations with different constituent groups such as trustees, faculty members, staff, and students. Two presidents who have seen both sides of this relationship will address productive strategies for relating to the CFO and attempt to demystify the CFO’s role.

Wendy B. Libby, President, Stephens College
Charles L. Shearer, President, Transylvania University

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Lessons from the First 120 Days in the Presidency

The first four months in office set the stage for a presidency. They determine the success of the new president—or a less than successful tenure. Based on 50 interviews with college presidents and his work with nearly 100 campuses, a veteran consultant and author will discuss important lessons and tenets for new presidents, many of which will be useful reminders to experienced presidents.

Jerold Panas, Executive Partner, Jerold Panas, Linzy & Partners and author of The First 120 Days: What a New College President Must Do to Be Successful (forthcoming)

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Innovative Approaches to Comprehensive Presidential Performance Reviews

Periodic comprehensive presidential assessments can be more than routine annual evaluations of presidential performance by governing boards. Strategies and tools for assessing institutional and executive performance will be presented. Innovative approaches, as well as pitfalls to be avoided in the assessment process, will be discussed within the overall context of the board-president partnership. A successful assessment can enhance the board-management partnership, position the institution for increasing success, improve executive leadership performance, and ensure the retention of key management talent.

A. Richard Kneedler, President Emeritus, Franklin & Marshall College and Senior Consultant, Yaffe & Co.
Douglas M. Orr, President Emeritus, Warren Wilson College and Consultant, Association of Governing Boards

-----11:30 a.m.–12:45 p.m.-----

A Comprehensive Institutional Diagnostic Analysis: Strategic Compass for Presidents in Transition

Newly appointed presidents, presidents at critical crossroads in their tenures, and presidents who are preparing their institutions for new leadership can benefit from a comprehensive financial and programmatic audit of the institution with recommendations for action. The use of a diverse team of highly qualified individuals to examine a college’s current academic and administrative conditions and what might be potential strategic directions for the future will be discussed. Panelists include presidents who participated in CIC’s Institutional Diagnostic Service pilot program.

Ann Duffield, Principal, The Presidential Practice
George B. Forsythe, President, Westminster College (MO)
James F. Galbally, Principal, The Presidential Practice
Jeanne Neff, President Emerita, The Sage Colleges
Ann M. Svennungsen, President, Texas Lutheran University

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Strategies for Low-Income and First-Generation Student Success

Contrary to popular stereotype, lower-income students, many of whom are first-generation college students, comprise a higher percentage of the enrollment at smaller private colleges than at larger public universities and the overall success rate of these students at private colleges is comparatively very high. Presidents will learn about a variety of successful strategies for recruiting, retaining, and graduating low-income and first-generation college students.

Haywood L. Strickland, President, Wiley College
Carol A. Leary, President, Bay Path College
Harold R. Wilde, President, North Central College

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Presidents “Open Mike”

This open forum is an opportunity for presidents to raise both specific questions and large issues. Discussion is expected to be broad—ranging from very practical administrative matters, to institutional structure and staffing, to policies affecting the entire sector, to the relationship between presidents’ professional and personal lives. Answers and advice will come from those colleagues present.

Moderator: James M. Dennis, President, McKendree University

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Protecting Tuition Revenue: Aligning Institutional and Family Financial Planning Strategies

This session will explore ways to achieve optimal financial alignment with an institution’s core and targeted student populations. Strategies to be discussed include integrating full-degree pricing and financial aid policies into institutional strategic planning and budgeting processes, assessing financial planning behaviors of core and targeted student segments, communicating total degree costs to potential students and families earlier in the college selection process, and providing students and families with tools and information to construct multi-year education-financing plans. Survey information from 35 independent and public institutions on current practices will be presented. Developments in family access to educational finance planning tools will also be explained.

George Kaludis, Chairman and President, Kaludis Consulting
George E. Martin, President, St. Edward’s University

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Rankings Alternative: A New Web-based College Search Tool for Students and Parents

A prototype “Web-based College Search Instrument” intended to serve as an alternative to institutional rankings will be presented. Conversation will focus on the origins and development of the proposed search tool and what role interested colleges might play in the next steps of design and implementation.

William G. Durden, President, Dickinson College
MaryAnn Baenninger, President, College of Saint Benedict


WEDNESDAY, JANUARY 7, 2009

-----9:45–11:00 a.m.-----

Transitioning to Private Higher Education

Presidents entering the world of private higher education from other employment settings can find the adjustment challenging. The similar and divergent characteristics of leadership in public and private colleges and universities and non-higher education institutions will be addressed. A former executive in private business, a former career military officer, and a former public college president will offer insights from their transitions to private higher education. Topics that will be discussed include governance, accountability, enrollment management, endowment management, and finding colleagues within a system.

Thomas V. Chema, President, Hiram College
Robert R. Ivany, President, University of St. Thomas (TX)
Thomas H. Powell, President, Mount St. Mary’s University

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Making the Case for Access, Quality, and Affordability

In the competitive environment of higher education today, independent colleges need to portray their distinctive features and performance advantages convincingly. Panelists will describe how best to publicize campus strengths, minimize fallout from a local or national crisis, and integrate the president’s talents in helping a campus seeking to make its case to the public. A mix of local and national traditional media, webzines, blogs, online networking, and wikis will be examined.

Keith Moore, Strategic Communications Consultant and Senior Advisor, CIC
G. David Pollick, President, Birmingham-Southern College
Mary Pat Seurkamp, President, College of Notre Dame of Maryland
Laura Wilcox, Vice President for Communications, CIC

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Recruiting and Retaining Key Leadership in the Development Office

Presidents are increasingly challenged to find and retain major gift officers and advancement vice presidents. Effective strategies for recruitment and retention of key development office leadership will be discussed. Findings from the recent CIC/CASE study of advancement practices at independent colleges will also be presented.

Richard P. Allen, President, RPA Inc.
Edward F. Leonard, President, Bethany College (KS)
Wesley K. Willmer, Special Advisor to the President and Professor of Business, Biola University and editor of Advancing Small Colleges (2008)

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Executive Compensation: Considerations for the Board and the President

Effective approaches for addressing executive compensation will be presented, including considerations for the board, president, consultants, and supporting personnel, such as human resources and chief business officers. Discussion will include establishing an executive compensation philosophy and structure, issues in choosing appropriate components of compensation, and pressures on executive compensation as the result of increased disclosure requirements on the new IRS Form 990.

Frank A. Casagrande, Senior Consultant and Higher Education Sector Leader, Hay Group, Inc.
Antoine M. Garibaldi, President, Gannon University

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Workshops

Alternatives in Student Aid and Tuition Pricing:
Considerations for Institutional and Public Policy
(Monday, January 5, 1:30–3:30 p.m.)

Fresh thinking is needed for institutional and public policy regarding student aid and tuition pricing. Recently released recommendations from the Rethinking Student Aid Study Group will be discussed. The proposed approaches to federal aid would significantly alter the environment in which institutions design their own pricing and student aid strategies. In addition, many presidents are seeking alternative approaches to the high tuition/high discount model of financing undergraduate education. Recent changes in student financial aid, particularly for student loans, are placing new pressures on college award packages. Many wealthy colleges and universities are extending generous no-loan polices to students from middle- and even upper-income families. Several innovative alternatives to the more familiar tuition-pricing and need-based aid schemes will be discussed. Note: There is no advanced registration or additional fee for this workshop.

Sandy Baum, Professor of Economics, Skidmore College and Co-Chair, Rethinking Student Aid Study Group
James H. Day, President, Hardwick~Day, Inc.
Margaret L. Drugovich, President, Hartwick College
Thomas F. Flynn, President, Alvernia College
Michael McPherson, President, The Spencer Foundation and Co-Chair, Rethinking Student Aid Study Group
Mary Meehan, President, Alverno College

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LIMITED ENROLLMENT WORKSHOPS

Case Studies in the Presidency: A Confidential Seminar
(Monday, January 5, 1:30–3:00 p.m.)
(Tuesday, January 6, 1:30–3:00 p.m.)

The goal of this seminar is for presidents to gain a deeper understanding of decision-making strategies through candid discussions and open dialogue with other presidents who have also faced difficult and complex decisions. Participation in each seminar will be limited to no more than five presidents and all participants will be expected to hold the entire seminar in confidence. To participate, presidents must be prepared to present an actual case from their own experience (either a written one-page statement or a four minute oral presentation). Participants will reflect together on the resolution and attendant consequences of each case. Note: To participate in one of the two seminars at the Institute, presidents must register at the CIC registration desk. There is no additional fee for these seminars.

Facilitators:
Thomas B. Courtice
, President, Academic Search, Inc.
Jean Dowdall, Vice President, Witt-Kieffer

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Strategic Budgeting for Presidents
(Tuesday, January 6, 1:30–5:00 p.m.)

A budget should be a plan with dollar signs. An operating budget is most effective when it is developed and assessed in the context of the institution’s strategic plan and long-range financial plan. This workshop will explore major strategic issues confronting higher education and will address demographics, costs and prices, and revenue streams. Key strategic indicators of financial health will be presented. Linking strategic plans and budgets in an era of continuing retrenchment and reallocation will be discussed.
Note: Please pre-register for this workshop using the conference registration form, as space is limited. Cost: $60 (covers materials and refreshments)

Kent John Chabotar, President and Professor of Political Science, Guilford College and author of Strategic Finance: Planning and Budgeting for Boards, Chief Executives, and Finance Officers (2006)

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Annual Business Meeting

CIC’s Annual Business Meeting takes place at the Presidents Institute on Wednesday, January 7, 8:309:30 a.m.

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Awards Reception and Banquet

The Council of Independent Colleges will honor several leading educators and friends of private higher education at CIC’s annual Awards Reception and Banquet on Tuesday, January 6, 6:00–9:00 p.m.

Allen P. Splete Outstanding Service Award
George D. Kuh

CIC Award for Philanthropy, Individual
Craig R. Dykstra

CIC Award for Philanthropy, Organization
Davis United World College Scholars Program

Guests for Awards Banquet
If you would like to invite special guests—such as trustees, donors, alumni, or other friends—to join you at the Awards Reception and Banquet, please email conferences@cic.nche.edu. Cost: $115 per guest, with a maximum of four guests per president.

Note: Banquet charges for presidents and spouses who register for the Presidents Institute are included in the Institute registration fee. Separate charges for the Banquet are incurred only for Banquet guests.

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Additional Program Features

WELCOMING RECEPTION AND DINNER
Sunday, January 4, 6:30–9:00 p.m.

Following the keynote address, a combination reception and buffet dinner provides an inviting setting to greet old friends and meet new ones.

ROMAN CATHOLIC MASS
Sunday, January 4, 8:30-9:30 p.m.
Presiding: Dennis H. Holtschneider, CM, President, DePaul University
All are welcome to attend.

ALL-INSTITUTE RECEPTION
Monday, January 5, 5:00–6:30 p.m.

This is an opportunity—between afternoon workshops or excursions and evening dinners—to connect informally with colleagues. Presidents, spouses, guests, sponsors, and others are all welcome.

DINE-AROUND DINNERS
Monday, January 5, 6:30 p.m.

A CIC tradition, the dine-around dinners afford presidents, spouses, speakers, and sponsors the opportunity to join colleagues for conversation over dinner. Sign up for one of the groups at the CIC registration desk. CIC arranges transportation; each person pays his or her share of the meal at the restaurant.

INDIVIDUAL CONSULTATIONS
Presidents will again have opportunities to schedule individual appointments with selected experts. Please sign up on-site at the CIC Registration Desk.

Board Relations
Douglas M. Orr, President Emeritus, Warren Wilson College and Consultant, Association of Governing Boards

CIC KIT and FIT Benchmarking Reports
Michael Williams, President, The Austen Group

Executive Compensation
Rian Yaffe, Chairman and CEO, Yaffe & Company, Inc.

Presidential Contracts
Raymond D. Cotton, Vice President for Higher Education, ML Strategies, LLC

Retirement Planning
TIAA-CREF Counselors

BREAKFAST MEETINGS
Breakfast meetings by various groups at the Institute will take place:

Monday, January 5, 7:15–8:15 a.m.
Council for Christian Colleges & Universities
Convener: Paul R. Corts, President, Council for Christian Colleges & Universities

Historically Black Colleges and Universities
Convener: Beverly W. Hogan, President, Tougaloo College

Mercy Higher Education
Conveners: Moya Dittmeier, Executive Director, Conference for Mercy Higher Education

Presidential Vocation and Institutional Mission Past Participants
Convener: James T. Barry and Rhonda Barry, President and Spouse, Mount Marty College

Project Pericles
Convener: Jan R. Liss, Executive Director, Project Pericles

Tuesday, January 6, 7:15-8:15 a.m.
National Association of Intercollegiate Athletics
Convener: Richard B. Artman, President, Viterbo University and Chair, NAIA Council of Presidents

Nonmember Presidents and Member Presidents Attending the Institute for the First Time
Convener: John Strassburger, President, Ursinus College and Chair, CIC Board of Directors

Online Consortium of Independent Colleges and Universities
Convener: Tom Kennedy, Associate Vice President for Institutional Partnerships, New Ventures of Regis University

Women’s College Coalition
Convener: Susan E. Lennon, Executive Director, Women’s College Coalition

POST-INSTITUTE MEETINGS

CIC/Aspen/Wye Seminar on Leadership
(Wednesday, January 7, 1:00–5:30 p.m.)

In collaboration with the Aspen Institute, CIC is offering this seminar to provide presidents an opportunity for intellectual renewal at the CIC Presidents Institute, and a time to engage in substantive and scholarly discussion of ideas. Participants in the CIC/Aspen/Wye Seminar will have an opportunity to read classical and contemporary texts that have bearing on issues of leadership, discuss ideas with other presidents and their spouses, and consider fundamental issues and values as they relate to the challenges of leadership. Note: Advanced registration was held in early summer and the first 20 registrants were accepted.

Moderator: David Townsend, Director of Wye Programs for the Aspen Institute and Tutor, St. John’s College (MD)

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Presidential Vocation and Institutional Mission Program
(Wednesday, January 7, 1:30–9:00 p.m.)
(Thursday, January 8, 8:30–1:00 p.m.
)

Presidents and spouses participating in CIC’s 2008–2009 Presidential Vocation and Institutional Mission program will meet at the conclusion of the Presidents Institute.

ASSOCIATED MEETINGS
The Presidents Institute provides opportunities for meetings of affiliated organizations. Groups conducting breakfast meetings are listed on pages four and ten. Other meetings scheduled to date include:

Luncheon Meeting for the Independent Colleges of Indiana
Monday, January 5, 1:00–1:30 p.m.

Convener: Hans C. Giesecke, President and CEO, Independent Colleges of Indiana, Inc.

Women’s College Coalition Board of Directors
Tuesday, January 6, 1:00–5:00 p.m.

Convener: Susan E. Lennon, Executive Director, Women’s College Coalition

MEETINGS OF THE ASSOCIATED NEW AMERICAN COLLEGES (ANAC)

Presidents and Presidential Spouses Meetings,
Wednesday, January 7, 2:00–5:00 p.m.

Convener: Lynette Robinson, Executive Director, ANAC

Board of Directors and Spouses Dinner,
Wednesday, January 7, 7:00 p.m.

Convener: Lynette Robinson, Executive Director, ANAC

Board of Directors Meeting,
Thursday, January 8, 8:30–11:30 a.m.

Convener: David Maxwell, President, Drake University and Chair, ANAC Board of Directors

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New Presidents Program

Saturday, January 3, Noon–8:00 p.m.
Sunday, January 4, 7:30 a.m.–1:00 p.m.

Immediately prior to the Presidents Institute, CIC will again sponsor a day-and-a-half workshop for recently appointed college presidents, typically in their first or second year. The workshop is led by experienced presidents and affords opportunities for new presidents to meet and share ideas with others who are new to the presidency. A separate program for spouses of new presidents is held concurrently (see new presidential spouses program). Register for the new presidents and new presidential spouses programs using the conference registration form.

Welcoming Luncheon
(Saturday, January 3, Noon-1:30 p.m.)
Coordinator: Marylouise Fennell, RSM, Senior Counsel, CIC
Welcome: Scott D. Miller, President, Bethany College (WV) and Chair,
New Presidents Advisory Committee
Speaker: Candace Introcaso, CDP, President, La Roche College

Who We Are!
George C. Bradley, President, Paine College
Rosemary E. Jeffries, RSM, President, Georgian Court University

The Presidency—Striving for Success
L. Jay Lemons, President, Susquehanna University

Financial Fundamentals for the New President
J. David Arnold, President, Eureka College
Emerson Wickwire, President, E.M. Wickwire Associates

New Presidents Dinner
(Saturday, January 3, 6:30-8:00 p.m.)
Hosts: Cynthia Zane and Stephen Mazurak, President and Presidential Spouse, Hilbert College
Remarks: Richard Ekman, President, CIC

Working with the Board
Jacqueline Powers Doud, President, Mount St. Mary’s College (CA)
Douglas M. Orr, President Emeritus, Warren Wilson College

The President and Development: Fundamentals and Then Some
Richard B. Artman, President, Viterbo University
Marianne E. Inman, President, Central Methodist University

You Got The Job, Now What?
William T. Luckey, President, Lindsey Wilson College

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New Presidential Spouses Program

Saturday, January 3, Noon–8:00 p.m.
Sunday, January 4, 7:30 a.m.–1:00 p.m.

Following the same schedule as the New Presidents Program, this day-and-a-half workshop affords opportunities for new presidential spouses to share ideas with other presidential spouses and learn from more experienced colleagues. Please note that separate registration is required to participate. Register for the new presidential spouses programs using the conference registration form.

Welcome
Mary Ann F. Rehnke, Vice President for Programs, CIC

Who We Are!
Lynne C. Joyce, Presidential Spouse, Ripon College
Robert Seurkamp, Presidential Spouse, College of Notre Dame of Maryland

The Varied Roles of the Presidential Spouse
Elise Luckey, Presidential Spouse, Lindsey Wilson College
Mary Ann F. Rehnke, Vice President for Programs, CIC

Reinventing Yourself as Presidential Spouse
Ellen Cole, Presidential Spouse, Alaska Pacific University
Karla M. Kincannon, author of Creativity and Divine Surprise: Find the Place of Your Resurrection (2005)

Finding Your Niche on Campus and in the Community
Laird Hanson, Presidential Spouse, Hamline University
Abigail C. Pribbenow, Presidential Spouse, Augsburg College

Navigating the Minefields while Serving as a Presidential Spouse
Pat Kepple, Presidential Spouse, Juniata College
Charlotte Sours, Presidential Spouse, William Penn University

Introduction of Learning Partnerships
Betty Neal Crutcher, Presidential Spouse, Wheaton College (MA)

Open Mike for New Presidential Spouses
Kathleen Gulley, Presidential Spouse, La Grange College
Mila Meier, Presidential Spouse, Elmira College

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Presidential Spouses Program

Monday, January 5, 8:30 a.m.–1:00 p.m.
Tuesday, January 6, 8:30 a.m.–12:45 p.m.
Wednesday, January 7, 8:30–11:00 a.m.

Developed by an advisory group of presidential spouses, the Spouses Program runs concurrently with the program for presidents and provides opportunities to share information and advice. Spouses are also welcome at all presidents’ sessions.

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Welcome Luncheon Address: Balancing Multiple Roles

Presidential spouses require a good sense of balance to fulfill multiple roles. The luncheon speaker will share her insights from serving as presidential spouse, author, and faculty member.

Linda Scott DeRosier, former Presidential Spouse, Rocky Mountain College, author of Creeker and Songs of Life and Grace, and recipient of the Thomas D. Clark Award for Literary Excellence

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Serving in Both the Role of President and Presidential Spouse

Few individuals have served as a presidential spouse and also as a president, but two CIC presidential couples have had this experience. They will share their perspectives on the role of presidential spouse, the surprises they found in the role, and the resources they found helpful in fulfilling their responsibilities.

Richard Libby, Presidential Spouse, Stephens College and former Executive Director, the Connecticut State Technical College System
Wendy B. Libby, President, Stephens College and former Presidential Spouse, the Connecticut State Technical College System
Irvin D. Reid, Presidential Spouse, Saint Joseph College (CT) and President Emeritus, Distinguished Professor and the Eugene Applebaum Chair in Community Engagement, Wayne State University
Pamela Trotman Reid, President, Saint Joseph College (CT) and former Presidential Spouse, Wayne State University

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Discussion of Thirteen Ways of Looking at a Black Man
by Henry Louis Gates, Jr.

Presidential spouses are asked to read Thirteen Ways of Looking at a Black Man prior to the conference so they may participate fully in this session. Observers are also welcome to attend this discussion of essays authored by the keynote speaker for this year’s Presidents Institute.

Michael Doyle, Presidential Spouse, Concordia College (MN) and Emeritus Professor of Criminal Justice, California Lutheran University

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The Presidential Couple: Advice on Fundraising

Fundraising is a major responsibility of the president. How can presidential spouses support this significant work for private colleges and universities?

Jane Bahls, Presidential Spouse, Augustana College (IL)
Steven Bahls, President, Augustana College (IL)
Norval Kneten, President, Barton College
Susan Kneten, Presidential Spouse, Barton College

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Creative Uses of Technology in the Work of Presidential Spouses

What are the newest technologies to assist presidential spouses in conducting their work efficiently? What are effective ways of using technology? Are there affordable ways of acquiring these technologies?

Bob Haring-Smith, Presidential Spouse, Washington & Jefferson College and Project Consultant, Technical Support Services, Office of Information Technology, West Virginia University

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Reducing Stress through Yoga

In our stress-filled lives, methods for relaxation are needed to keep us healthy and vital. The instructor will introduce this practice and participants will try simple movements.

Linda Zook, Massage Therapist and Yoga Instructor, Hyatt Regency Coconut Point

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Entertaining: The Art, the Planning, and the Budget

This session will explore the changing role of food in events. Speakers will explore how to be conscious of the environment, becoming “green,” and being creative with themes, menus, and table décor on a budget.

Margaret Benson, National Catering Consultant, Sodexo Food and Facilities Services
Jeff McClure, Division Chef, Sodexo Food and Facilities Services

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Discussion Groups

Topics will include examining higher education issues, functioning as the “sandwich generation,” planning programs for the spouses of members of the board of trustees, considering male perspectives on serving as presidential spouses, planning an inauguration, and raising children while serving as a presidential spouse.

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Optional Trips

Babcock Wilderness Buggy Tour
Monday, January 5, 1:30–5:30 p.m.

Just north of Naples, the oldest working ranch in the state of Florida offers the experience of seeing panthers, cracker cattle, birds, and dozens of wild alligators on the unspoiled plains of the 90,000-acre Crescent B Ranch. Specially elevated swamp buggies take participants on a tour of four eco-systems through unspoiled pinewoods, freshwater marshes, and portions of the Cypress Telegraph Swamp. Participants will learn about the history of the ranch and the surrounding area. Per person cost: $115

Edison and Ford Winter Estates
Monday, January 5, 1:30–5:30 p.m.

Perhaps no two people have affected our modern-day lives more than Thomas Edison and Henry Ford. Their two estates, Seminole Lodge and The Mangoes, are situated side-by-side on the Caloosahatchee River. Built in 1885, Edison’s Seminole Lodge displays his love of exotic foliage and houses memorabilia of his life, including a unique prototype Model T Ford presented to him by his neighbor, Henry Ford. In 1916, Ford followed his good friend and bought the property next to Edison’s. This two-hour tour will allow participants to explore both of these historic homes. Per person cost: $80

“Ding” Darling Wildlife Refuge
Tuesday, January 6, 1:30–5:30 p.m.

Sanibel Island is home to the J.N. “Ding” Darling National Wildlife Refuge, which covers approximately one-third of the island. The refuge is part of the largest undeveloped mangrove ecosystem in the United States and is world famous for its spectacular migratory bird populations. This locally treasured bird sanctuary features roseate spoonbills, white ibis, little blue herons, reddish egrets, brown pelicans, osprey, and other colorful birds that make “Ding” Darling part of their annual migratory stopover. This refuge is also home to several endangered species, including American alligators and crocodiles, bald eagles, and West Indian manatees. On this tram excursion participants will hear the history of the Calusa, a powerful Indian nation that once dominated most of southwest Florida. Per person cost: $130

Register for the optional excursions using the conference registration form. Please be aware that capacities are limited for the optional excursions. In the event that an excursion is full, registrants will be placed on a wait list and contacted if space becomes available.

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Hotel, Travel, and General Information

In the event that the Hyatt Regency Coconut Point is sold out for one or more nights, the hotel will place your name on a CIC waitlist. Please call the direct reservation line, (239) 444-1234, to be added to the waitlist. The hotel will work with CIC to accommodate Presidents Institute participants as quickly as possible. As rooms become available, the Hyatt will contact you to confirm your reservation. 

Rooms are also available at two additional hotels. Please see below under Additional Hotel Information.

Hyatt Regency Coconut Point
5001 Coconut Road
Bonita Springs, FL 34134
Phone: (239) 444-1234
Fax: (239) 390-4277

Hotel Reservation Information
Room Rate—$209 single/double
(239) 444-1234 or (800) 554-9288

Deadline for CIC Rate:
Monday, December 8, 2008

To book your hotel reservations online at the CIC conference rate, visit CIC's event reservation link below.

When calling to make your reservations, please indicate that you are with the Council of Independent Colleges Presidents Institute to receive the discounted conference rate. The reservation deadline is Monday, December 8, 2008. Participants are encouraged to make reservations early to ensure rooms are available. Please note that reservations made after the deadline cannot be guaranteed at the conference rate.

Located on the Gulf of Mexico at Estero Bay, minutes from Naples and Fort Myers, the Hyatt Regency Coconut Point is located only 15 miles from Southwest Florida International Airport. This full-service, 22-acre property features guest rooms with private balconies, restaurants offering everything from poolside snacks to elegant dining and a variety of recreation options including 7 pools, a full service spa, access to an 18-hole championship golf course, and a secluded beach. The large, white sandy beach is accessible by private water shuttle.

Self-parking is complimentary. Valet parking is $5 for the day or $20 overnight.

Additional Hotel Information
CIC has reserved additional rooms at the Trianon Bonita Bay. The hotel is located in the lakefront entrance to the upscale Bonita Bay community in Bonita Springs and is about 15 minutes from the Southwest Florida International Airport. Please call the hotel for the best available rate. 

Trianon Bonita Bay
3401 Bay Commons Drive
Bonita Springs, FL 34134
(239) 948-4400 or (800) 859-3939

Additional rooms are available at the Embassy Suites Fort Myers-Estero. While CIC is not holding rooms at this hotel, their reservations department will be happy to assist with your accommodations. This is a full-service, all-suite, property located approximately nine miles from the Southwest Florida International Airport. The room rate is $179.00 per night for single or double rooms.

Embassy Suites Fort Myers-Estero
10450 Corkscrew Commons Drive
 Estero, Florida, United States 33928
(239)949-4222 or (866)949-9491

To make reservations, please contact either the Trianon Bonita Bay or the Embassy Suites Fort Myers-Estero directly, and indicate that you are part of the CIC Presidents Institute. The reservation deadline at both properties is December 2, 2008 and both require a 72-hour cancellation notice.  Rates and availability cannot be guaranteed after the deadline. Any reservation not cancelled or any no-shows will be charged the one night’s room rate plus applicable taxes of 11%.

Ground Transportation Information
Hyatt Regency Coconut Point is located approximately 15 miles from Southwest Florida International Airport (RSW) in Fort Myers. Taxi service is provided from the airport at a rate of $35-45 one way for up to three passengers. With groups of more than three, a $10 per person surcharge is added. Vans for up to 7 passengers can also be reserved for a surcharge, depending on the company. Taxi cab reservations are not required; simply go to the taxi pickup line outside the airport. If you prefer to make a reservation, note that rates may be slightly higher. (Rates as of July 2008)

  • AAA Airport Transportation—(239) 275-7228 or (800) 872-2711; $35 for up to 3 people without reservation
  • Best Value Taxi Inc.—(239) 768-1898 or (800) 998-1898; $39 for up to 3 people
  • Superior Airport Shuttle (www.superiorairportshuttle.com)—(239) 267-4777 or (888) 397-9571; $40 for up to 3 people

Automobile Rental
CIC has arranged a discounted rate with Hertz for attendees choosing to rent automobiles. To take advantage of the discount, call Hertz at (800) 654-2240 and use the Presidents Institute meeting identification number CV# 04990001. You may also visit the Hertz website directly by using the following link (the meeting identification # will automatically be included when using this link): www.hertz.com.

View Hyatt Regency Coconut Point on a Map


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Dress Guidelines
Casual resort wear is appropriate throughout the Institute. Business attire is suggested only for the Awards Banquet on Tuesday, January 6. If you plan to participate in any of the tours, be sure to bring along a hat, sunscreen, and walking shoes.

Family and Guests
All daytime sessions during the Presidents Institute, including breakfast and lunch discussions, are restricted to registered participants. Tickets may be purchased on-site for special guests and family members to participate in the opening night buffet. Tickets for the Awards Reception and Banquet may be ordered by contacting conferences@cic.nche.edu.

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Registration Details and Cancellation Policy

Methods of Registration and Payment
There are three ways to register for the Presidents Institute:

1. Register and pay by credit card online.

2. Complete paper application in the brochure and submit with credit card information by fax to (202) 466-7238 or by mail to the CIC address below.

3. Complete paper application in the brochure and mail with check payment to:

Presidents Institute
Council of Independent Colleges
One Dupont Circle, NW, Suite 320
Washington, DC 20036-1142

Confirmation of your registration will be sent by email upon receipt of payment.

To ensure timely preparation of accurate and complete conference materials, please register for the Institute by December 5, 2008.

Registration Fees (includes Awards Reception and Banquet)

President of a CIC Member Institution

$685

Presidential Spouse of a CIC Member Institution

$385

President of a Non-member Institution

$880

Presidential Spouse of a Non-member Institution

$495

Retired President

$380

Registration and Cancellation Policy

Please note that CIC requires full payment by check or credit card (American Express, MasterCard, Visa) at the time of registration, and registration confirmation will be sent only upon receipt of payment. If you have questions, please contact Veronica Relph, CIC Conference Coordinator, at conferences@cic.nche.edu or (202) 466-7230.

Full refunds, minus a $50 processing fee, will be given for cancellations received on or before December 5, 2008. Cancellations received between December 6 and December 12, 2008, will incur a charge equal to 25 percent of the registration fee. Requests received after December 12, 2008, and “no shows” are ineligible for a refund. All refunds will be paid after the meeting. All cancellations and requests for refunds must be made in writing and should be sent to Veronica Relph, CIC Conference Coordinator, by fax at (202) 466-7238 or by email at conferences@cic.nche.edu.


Additional questions may be directed to the CIC conference team at (202) 466-7230 or conferences@cic.nche.edu.

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