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Exhibitor and Sponsor Bios 08-01-19 ABM Booth #8 ABM champions cost controls and sustainability for higher education institutes, rescuing operational dollars from inefficiency and empowering district leaders to support and improve learning environments. Through energy savings performance contracting, custodial services, electrical and HVAC maintenance, landscaping, and more, ABM helps higher education institutes overcome funding, staffing, and infrastructure dilemmas so they can focus their budgets and efforts on student achievement. Learn more at abm.com/higher-ed. AIG VALIC Booth #43 For 60 years, VALIC has been helping America’s educators plan for and enjoy a secure retirement. We provide choice through our ability to customize innovative products and industry-leading services to suit the needs of your institution; because successful retirement planning is not a one-size-fits-all solution. Allitix Booth #86 We are a people-driven consulting firm which prioritizes the goals and vision of our clients. Our approach enables our clients to work with our consultants to deliver immediate results while providing our clients the knowledge and skills to maximize and drive future success. Our professionals have decades of experiences servicing the needs of Higher Education clients and have enabled institutions to leverage Anaplan to its fullest extent at far more institutions than any other.

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Page 1: Exhibitor and Sponsor Bios 08-01-19 ABM Booth #8cacubo.org/wp-content/uploads/2019/08/2019-Exhibitor...Anaplan Booth #81 Anaplan for Higher Education provides a comprehensive and connected

Exhibitor and Sponsor Bios 08-01-19

ABM Booth #8

ABM champions cost controls and sustainability for higher education institutes, rescuing operational dollars from inefficiency and empowering district leaders to support and improve learning environments. Through energy savings performance contracting, custodial services, electrical and HVAC maintenance, landscaping, and more, ABM helps higher education institutes overcome funding, staffing, and infrastructure dilemmas so they can focus their budgets and efforts on student achievement. Learn more at abm.com/higher-ed. AIG VALIC Booth #43

For 60 years, VALIC has been helping America’s educators plan for and enjoy a secure retirement. We provide choice through our ability to customize innovative products and industry-leading services to suit the needs of your institution; because successful retirement planning is not a one-size-fits-all solution.

Allitix Booth #86

We are a people-driven consulting firm which prioritizes the goals and vision of our clients. Our approach enables our clients to work with our consultants to deliver immediate results while providing our clients the knowledge and skills to maximize and drive future success. Our professionals have decades of experiences servicing the needs of Higher Education clients and have enabled institutions to leverage Anaplan to its fullest extent at far more institutions than any other.

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Exhibitor & Sponsor List - Alphabetical

2

Ambassador Education Solutions Booth #65

Ambassador creates and manages customized content integration programs that connect students with course materials in the most meaningful and effective way, driving down costs and improving outcomes. Integrated with leading SIS, LMS and Digital Content Platforms, we simplify the adoption, management and delivery of textbooks, eBooks, digital resources, custom content, OER, access codes, online testing, supplies, kits, devices and more. We provide an exceptional student experience, lower your operational and financial risk, and deliver key intelligence to measure and enhance programs. For more information, please visit www.ambassadored.com. Anaplan Booth #81

Anaplan for Higher Education provides a comprehensive and connected planning, budgeting and forecasting cloud platform that empowers finance, operations and IT education professionals to dynamically, collaboratively and intelligently model what’s happening now, what's next and what could be. Our Higher Education customers run Anaplan for budgeting and forecasting, long range planning (LRP), capital planning, student enrollment and cohort planning, RCM and grants planning.

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Exhibitor & Sponsor List - Alphabetical

3

Andrews Hooper Pavlik PLC Sponsor

Andrews Hooper Pavlik PLC (AHP) is a certified public accounting and consulting firm that provides a wide range of services to institutions of higher education throughout the state of Michigan. We deliver internal and/or external audit services to many public educational institutions included in Michigan’s Comprehensive Annual Financial Report (CAFR). We also serve many private post-secondary education institutions and have significant experience with community colleges, universities, and school districts. Our services are customized to address your specific financial and compliance needs, and to assist you in achieving your reporting objectives. Apogee Booth #53

As higher education’s largest provider of managed technology services, Apogee helps colleges and universities transition to and excel in today’s digital era. Its comprehensive Managed Campus Suite includes ResNet services that connect the campus to enhance learning outcomes, video that transforms the way students learn, and new digital engagement technologies that captivate students. Partnering with Apogee enables schools to derive greater return on their IT investments and increases student satisfaction while achieving budget stability and predictability. Find out why nine out of 10 schools that choose to

outsource ResNet and video choose to partner with Apogee at apogee.us.

Aramark Booth #66 Sponsor

Aramark is a single source provider to over 600 higher education institutions for the development of dining and facility management solutions. We offer a complete and innovative array of dining services that include master planning, culinary development and venue design, catering, concessions, and residential, full service and express dining concepts. Our knowledge and expertise extends to a broad range of facilities services including maintenance, custodial, grounds, energy and engineering solutions, capital project management, and building commissioning. For more information, visit aramark.com/highered.

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4

Arrow Payments Booth #6

University Treasury, IT and Risk teams must ensure financial accountability, security and compliance across decentralized departments. Most institutions have minimal resources to address the diverse needs of their faculty, students and alumni. Arrow Payments reduces this burden by providing the expertise necessary to protect against credit card data breaches, reduce PCI compliance headaches and improve operational efficiency. We are an extension of your staff helping to leverage the most advanced payment processing technologies across multiple vendors. In today’s cyber world, it’s time to secure your systems, automate reconciliation and minimize costs. We are your solutions discovery, implementation and support partner.

Atlantic Consulting Group Booth #4

The Atlanta Consulting Group has been providing consulting services to higher education endowments and foundations since our inception in 1985. Atlanta Consulting Group is a 100% employee owned independent Register Investment Advisor. ACG offers a full spectrum of services - from a traditional investment consultant model to a fully-discretionary outsourced chief investment officer (OCIO) solution.

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5

Baird Booth #2

Founded 100 years ago in Milwaukee, Wisconsin, where our headquarters remains, Baird is one of the oldest, independent and employee-owned financial services firms in the industry. Baird’s municipal finance team has earned the No. 1 ranking as senior managing underwriter based on number of Midwest higher education issues since 2013 and number of issues overall both nationally and in the Midwest since 2009. From our 15 offices nationwide (including 7 in the Midwest), our experienced 75+ public finance professionals offer decades of experience in structuring innovative financings and underwriting and trading a full range of taxable and tax-exempt municipal securities for the various sectors we serve, including higher education. Through our underwriting, advisory, remarketing and placement agent expertise, we offer a comprehensive list of services with customized qualitative and quantitative analysis and transparent communication to provide long-term solutions for our clients. Baker Tilly Booth #30

Sponsor

Baker Tilly is a full-service accounting and advisory firm, providing assurance, tax, internal audit and consulting services to colleges and universities, higher education systems, academic medical centers and research institutions. In addition to financial statement audit and tax services, we collaboratively address areas such as risk management, research compliance, cybersecurity, talent management, cost reduction, fraud, construction, and other strategic and operational issues. We’re adept at crafting approaches to meet the ever-evolving needs found in college and university settings. With over 3,000 professionals, Baker Tilly, is one of the 15 largest accounting and advisory firms in the country. Head-quartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, the world’s tenth largest accounting and consulting network operating in 147 territories, with over 34,000 professionals. Visit bakertilly.com/higher-education to learn how we can help your institution.

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6

Bank of America Merrill Lynch Sponsor

Understanding the issues facing higher education is critical to providing financial solutions that best serve the missions of colleges and universities. Only Bank of America Merrill Lynch offers a team of specialists dedicated to addressing the unique objectives of colleges, universities and research institutions nationwide. We stay ahead of your needs, working closely to leverage our focused knowledge and global platform to help you achieve your educational mission.

Year after year, semester after semester, Bank of America Merrill Lynch leverages the strength of one of the world’s leading banks — and the focused attention of a local relationship — to help institutions of higher education turn opportunities into realities again and again. For additional information, please see www.bofaml.com/education.

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7

BankMobile Booth #55

BankMobile provides Refund Management®, an industry-leading service that processes and disburses financial aid credit balances to students on behalf of college and university administrations and offers an optional checking account for students. Barnes & Nobel College Booth #26

Barnes & Noble College, a Barnes & Noble Education company (NYSE:BNED), is a leading provider of educational products and services solutions for higher education, and operates 1,453 physical and virtual bookstores across the U.S., serving more than 6 million college students and faculty nationwide. With the acquisition of MBS, Barnes & Noble College is now the largest textbook wholesaler in the country. As a strategic partner, Barnes & Noble College is committed to offering a complete support system and an unmatched retail and digital learning experience to foster affordability, access and student success. Through its proprietary research communities, Barnes & Noble College is also a leading voice in understanding and shaping today’s college student experience.

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BKD Booths #40-41 Sponsor

BKD CPAs & Advisors work with colleges and universities nationwide to help them demonstrate stewardship of appropriated funds, improve financial stability and maintain compliance with regulatory standards, allowing schools to take advantage of opportunities, meet student needs and prepare for what’s next. Our trusted advisors work a variety of institutions from small private colleges to large public systems, offering audit, tax and consulting services, including program economic analysis and academic program portfolio review. Learn more about how BKD can help your school at bkd.com/higher-ed.

Blackline Booth #21

BlackLine is a provider of cloud-based solutions that transform Finance and Accounting (F&A) by automating, centralizing and streamlining financial close operations, intercompany accounting processes and other key F&A processes for large and midsize organizations. The company is recognized by Gartner as a Leader in its 2018 Magic Quadrant for Cloud Financial Close Solutions and as a pioneer in the cloud market for enhanced financial control and automation. More than 2,600 companies with users around the world trust BlackLine to help ensure balance sheet integrity and confidence in their financial statements. For more

information, please visit www.blackline.com. CBIZ Booth #82

Developing and maintaining a retirement plan that is in compliance with changing regulatory and financial requirements is a challenging and time-consuming task. CBIZ Retirement Plan Services’ comprehensive service model helps plan sponsors mitigate the risks associated with fiduciary governance, investments, fees, mergers and acquisitions, compliance and participant education. As retirement plan specialists, we have the knowledge, training and experience to help improve the retirement plan of your organization. To learn more, visit us at: https://www.cbiz.com/retirement.

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CBRE Sponsor

CBRE Group, Inc. a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (based on 2018 revenue). CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. Chartwells Higher Education Dining Services Booth #12 Sponsor

About Chartwells Higher Education Dining Services

Chartwells is the recognized leader in contract food service management,

hospitality and award-winning guest service within 290 college and university

dining environments throughout academic institutions across the U.S. Chartwells'

nutritious cuisine not only satisfies the unique appetites, lifestyles and dietary

needs of every guest dining on campus, but it also brings people together to

promote the high-intensity relationships that will prepare students for the future.

For more information, visit www.ChartwellsHigherEd.com,

www.ChartwellsMonthly.com,

www.DineonCampus.com.

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Clearstead Booth #74

Clearstead is an institutional and private client advisory firm, headquartered in Cleveland, Ohio. We are relentless in providing financial solutions so clients can exceed their aspirations, and build stronger legacies for their families, their communities, their organizations, and themselves. We do so with an authentic, steadfast, and innovative employee- and board member-owned firm of nearly 80 professionals. Since our inception in 1989, Clearstead has provided investment advisory services to the foundations, endowments, and operating funds of many colleges and universities in the Midwest region and surrounding states. We have experience working with these organizations and understand the challenges they face. Visit www.clearstead.com to learn more about our services.

CliftonLarsonAllen LLP Booth #62

CliftonLarsonAllen is a professional service firm that provides external and internal audit services, accounting, tax, consulting, outsourcing, 403b pension plan compliance and auditing, financial advisory services, and other compliance and strategic consulting services for higher education institutions. We have been providing these services to the higher education industry for more than 50 years. CliftonLarsonAllen has a dedicated staff of over 400 professionals nationwide serving our higher education clients.

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Coalition for College Cost Savings Booths #22-33-34

The Coalition for College Cost Savings (The Coalition) leverages the collective buying power of close to 900 private colleges nationwide to reduce operating costs, improve the efficiency of internal procedures, and streamline operations with an ultimate goal of lowering the cost of delivering education to students. The average private, independent college or university is often under-served in the purchasing marketplace because its individual consumption of goods and services is not sufficiently large enough to result in consistently competitive pricing. By combining a single institution’s purchase volume with hundreds of similar institutions throughout the country, the resulting market strength is rivaled only by the largest of corporations. The Coalition is comprised of 33 state-level private higher education member associations in 32 states. If your college or university belongs to a participating private higher education state association, then you can utilize Coalition programs. Stop by our booth

and www.thecoalition.us to learn more.

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Commerce Bank Booth #64

The Commerce Bank Prepaid Expense Card, a prepaid Visa® card, can make expense management easier for any size institution. Load and unload funds, control merchant and cash use and more, without the requirements or risk of a corporate credit card. It's ideal for per diem and team and employee travel and supply expenses. Learn more at commercebank.com/expensecard, or contact us at [email protected] or 866-946-3017. CoreTech Leasing Booth #89

CoreTech Leasing is an independent technology and equipment lessor. CoreTech was founded on over two decades of leasing and financing expertise and, combined, CoreTech’s team delivers over a century of experience in technology and equipment leasing to the education industry. We specialize in helping educational institutions across the country procure, finance and manage their assets. By working with CoreTech, you can reduce costs through our low-cost financing and leasing solutions. CRB Booth #72

CRB is a community of architects, engineers and consultants dedicated to providing creative planning and design solutions. Founded in 1984 as a three-person office, we have grown to a company of more than 1,000 professionals in 16 offices throughout the world. Our staff includes architects, engineers, planners, consultants and scholars focused on some of the most complex and innovative facility types in the world. We have maintained a singular focus on science and technology facilities and have become one of the nation’s leading firms in this arena. From colleges to corporations and renovations to new facilities, our clients look to us for the expertise and experience to deliver these complex facilities. Whether your focus is teaching, testing or research, we bring a deep understanding of how to equip researchers, educators and other professionals to do their best work.

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Dude Solutions Booth #90

Dude Solutions combines innovative, user-friendly technology with the world’s smartest operations engine, empowering education operations leaders to transform the most important places in our lives. Today, more than 7,000 educational institutions use our award-winning software to manage maintenance, assets, energy, safety, IT, events and more. For more information, visit dudesolutions.com.

ECSI Booth #5

ECSI provides a full range of customizable solutions in support of the entire lifecycle of higher education and post-graduation. With over 45 years of experience, 1,200 clients nationwide, and a 99.9% client retention rate, ECSI is the largest provider of past-due accounts receivable management, campus-based student loan servicing, and tax document services in the industry today. We provide the right mix of software and service to help your school increase student engagement and retention, increase cash flow, and reduce your administrative workload. www.ecsi.netelior North America Booth #48

With a focus on culinary innovation and exemplary service, Elior North America is committed to making a positive difference in peoples’ lives every day. We have the experience and resources to create dynamic culinary management programs for school districts, colleges, and independent schools. We do more than serve meals. We create experiences using food that engages and inspires.

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Ellucian Booth #83

Inspired by the transformative impact of education, Ellucian develops solutions that power the essential work of colleges and universities. As the world’s leading provider of software and services designed for higher education, Ellucian works with more than 2,500 institutions in 50+ countries—enhancing operations and enriching the experience for nearly 20 million students. Ellucian provides student information systems (SIS), finance and HR, recruiting, retention, analytics and advancement software solutions. With a full suite of cloud ready solutions, Ellucian provides institutions with the choice and flexibility in how, what and when they deploy solutions in the cloud. Ellucian also supports the higher education community with a range of professional services such as application software implementation, training, education, and management consulting. Ellucian brings power, passion, and performance to bear for higher education, and its ability to better our world. Visit Ellucian at www.ellucian.com.

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Energy Solutions Professionals, LLC Booth #71

Energy Solutions Professionals (ESP) is a privately owned energy services company that helps clients address energy saving opportunities and critical infrastructure needs in a budget-neutral manner through the Energy Efficiency Triad™ – an approach that encompasses energy supply, facilities/systems and human behavior. ESP is product, vendor and commodity independent, enabling unbiased solution development. We maintain streamlined operations in order to provide exceptional value-oriented services through a process we call energyefficiency|simply™. Farmers National Company Booth #77

Farmers National Company is the largest independent oil & gas management firm in the country with over 150,000 properties under management in 40 states. Our clients include Banks, Foundations, Universities, Non-Profits, Hospitals, Family Offices, and Individuals The three key areas of focus are: Comprehensive Oil & Gas Accounting, Risk Mitigation, and Revenue Enhancement. FNC Oil and Gas Management places a strong emphasis on pro-active management of client oil & gas properties. Having a staff consisting of Certified Professional Landmen, Certified Mineral Managers, Certified Division Order Analysts, Oil & Gas attorneys and accountants, and a geologist, FNC Oil & Gas Management is fully prepared to assist our clients with the professional services needed to actively manage their oil & gas assets!

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Financial Aid Services (FAS) Booth #14

Student Business Services leverages FAS’ 27+ years of higher education experience. Currently, we provide Interim Staffing and Assessments to assist institutions in improving operational efficiency, student satisfaction, and regulatory compliance in the area of student business services. FAS’ Student Business Services Team averages over 30 years of experience in the profession. Collectively, FAS has engaged over 1,300 clients. Our consultants bring unparalleled expertise in management and administration of student business services. Follett Higher Education Group Booth #39

Follett has been a trusted partner to college campuses for more than 145 years, taking care of the critical details that make it easier for schools to run, teachers to teach and students to learn. We're higher education's largest campus retailer, provider of education technology, services, print and digital content as well as a hub for school spirit and community. We operate nearly 1,200 local campus stores and over 1,800 virtual stores across North America. We're more than just a book company, we're a gateway to knowledge—harnessing our insights to help improve student outcomes by inspiring learning and shaping the future of education as we know it. Forecast5 Analytics, Inc. Booth #3

Forecast5 Analytics provides decision support tools to help higher education leaders enable the strategic effectiveness of their budgeting and financial planning processes. By focusing the power of multi-dimensional data processing on the most pressing issues in higher education, Forecast5 is helping institutions find new resources, increase operational efficiency and strengthen decision processes with analytics. Learn more: https://www.forecast5analytics.com/

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Fresh Ideas Food Service Management Booth #23

Fresh Ideas is a dynamic company with a personal approach to dining services. Fresh Ideas is committed to creating unique dining programs that encourage participation the meal plans and meets the ever-changing needs of students while meeting your financial objectives. We use technology to enhance and engage students and the community in dining services and on campus. Deeply committed to the ideals of our industry, we will bring innovation, creativity and successful dining services programs to our clients. Learn more at www.freshideasfood.com or contact Kris Lensmeyer at [email protected] or 573-445-4321. Follow Fresh Ideas https://twitter.com/freshideasfood/ https://www.instagram.com/freshideasfood/ https://www.facebook.com/freshideasfood Gallagher Booth #58

Gallagher is one of the most successful and industry-recognized providers of employee benefit brokerage, consulting, and administrative services. With over 1,200 Higher Education clients across the country, we are able to deliver a unique, thorough package of benefit solutions that go beyond the typical brokerage approach, and look at all aspects of your rewards program. Gallagher provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting and actuarial services. Gallagher is the only insurance broker named to the Ethisphere® Institute’s annual list of the World’s Most Ethical Companies.

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General Revenue Corporation Booth #69

With more than 30 years of experience, General Revenue Corporation (GRC) specializes in the collection of delinquent studentreceivables. As an industry leader, we provide focused debt collection services that maximize recoveries for our clients, while maintaining the highest standards of integrity and customer relations. Our mission aligns with our clients’ expectations: providing superior collection services at a fair price. We base our workflows on proven collection strategies designed to achieve optimal debtresolution for our clients’ complete portfolios.

Please stop by the GRC booth, or for more information, contact Daphne Ware-Brown (513) 605-7454 or Brian Hill (513) 605-7512.

George K. Baum & Company Sponsor

George K. Baum & Company is a leader in higher education finance. In addition to maintaining one of the industry’s most experienced and skilled quantitative finance groups specializing in higher education finance, we also provide our education clients with a strong regional and national distribution network. We offer expertise in the areas of privatized student housing, credit analyses and presentations, and debt capacity analysis. Since 2000, George K. Baum & Company has provided services for more than 400 higher education issues with a total par value exceeding $12.7 billion. We are driven to provide our clients with the highest level of service—before, during and after a financing engagement.

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Graystone Consulting Booth #11 Sponsor

Graystone Consulting has a simple mission: To be the industry standard in investment consulting services for sophisticated investors. Graystone Consulting, a business of Morgan Stanley, is a global leader and pioneer in the fiduciary management business. We advise to over $260 billion in AUM, offer 1,300+ investment products, have 75+ analysts focusing exclusively on manager selection and conduct 250+ onsite manager due diligence visits per year. 1 Our tailored solutions help a variety of institutional clients, including endowments, foundations and, most notably, educational institutions. We are holistic advisors, and our services extend far beyond the investment portfolio and scenario analysis including our capital market assumptions, asset allocation, spending policy and development initiatives (capital campaign planning and fundraising advisory services). Let us help you reach your strategic objectives and maintain the purchasing power of your endowment in the face of a forward-looking low return environment. HCA Asset Management LLC Booth #29

HCA Asset Management valuation consultants are experienced in providing Capital Asset Services that support property management standards, financial reporting requirements, federal cost reimbursement regulations, risk management and property insurance reporting, financial and federal audit support and inventory perpetuation services. For over 30 years, HCA has been assisting higher education institutions with Building Componentization, Space Inventory, Insurance Appraisals and Capital Asset Inventory and Management. From initial tagging and asset management set-up, to perpetuation services and inventory software, we provide clients with accurate and defensible data.

1 *as of 12/31/16

Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of

Morgan Stanley.

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Husch Blackwell LLP Sponsor

Husch Blackwell’s Education attorneys help colleges and universities identify and resolve potential problems through innovative compliance tools, audits, policy programs, training, litigation, and general counsel services. We counsel institutions in areas including safety, nondiscrimination, Title IV Federal Student Aid, employment, contracts, privacy, and real estate and construction projects. In the face of increasing and rapidly-shifting pressures, clients turn to us for legal guidance, so they can concentrate on serving and educating students and communities. IMA, Inc. Sponsor

IMA Private College Risk Management Strategies – RESULTS - $100,000+ average ANNUAL SAVINGS.

As a private college risk and employee benefits management strategist, we specialize in improving private colleges net income by providing targeted, sustainable strategies in the areas of business insurance and health risk management that DRIVE DOWN the net cost of risk and insurance.

By partnering with IMA our private college clients have SAVED an average of $100,000 + ANNUALLY in their Property and Casualty insurance spend while improving coverage’s and reducing deductibles. IndiCo, LLC Booth #10

indiCo is a collaborative business model for operating campus stores that lowers the cost of higher education and improves student success. We offer campus administrators and store directors an alternative to leasing or self-operating their campus bookstores. indiCo combines the efficiency, buying power, and guidance promised by corporate lease operators with the flexibility and brand autonomy of an institutionally operated university store. Backed by its parent company, The National Association of College Stores (NACS), indiCo is a trusted partner with deep knowledge of campus stores and an established network of the industry’s leading vendors.

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J.P.Morgan Booth #42

J.P. Morgan's dedicated team of higher education bankers and service professionals understands the unique environment in which colleges and universities operate. Our forward-looking approach enables us to deliver unmatched, personalized client service and innovative financial solutions to help you navigate economic and regulatory changes. We strive to provide the financial tools you need to fulfill your mission both now and well into the future. For more information, please visit jpmorgan.com/cb/higher-education or contact a J.P.

Morgan representative. Jenzabar Booth #75

Created out of a passion for education and a vision for technology, Jenzabar offers disruptive, innovative software solutions and services that empower student’s success and helps higher education institutions meet the demands of the modern student. Over 1,350 higher educational campuses harness Jenzabar solutions for improved performance across campus and a more personalized and connected experience for the student. For further information, please visit www.jenzabar.com.

Johnson Controls Booth #20

At Johnson Controls, we’re in the business of creating healthier, more productive environments for colleges and universities around the world. From modernizing the equipment and systems in your buildings, to optimizing your infrastructure and reducing your energy spend, and addressing your on-going maintenance needs – we can help transform your campus operations. We call it Building Efficiency. You’ll call it a smart way to improve your buildings and empower the people within. www.jci.com.

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Kronos Booth #63

Kronos® for Higher Education helps you manage professional, union, auxiliary, and student workforces all at the same time. Our automated tools streamline processes and help rein in costs, improve workforce productivity, and maximize budgets — all critical to meeting your missions for student learning, research, and community support. Lord Abbett Booth #9

Lord Abbett is an independent, privately held firm with a singular focus on the management of money. One of the oldest money management firms in the United States, the firm has served the investment needs of generations of clients since 1929. Lord Abbett is dedicated to delivering superior long-term investment performance and a client experience that exceeds expectations. NACUBO w/CACUBO

The National Association of College and University Business Officers (NACUBO)

is a membership organization representing more than 2,500 colleges,

universities, and higher education service providers across the country and

around the world. NACUBO specifically represents chief business and financial

officers through advocacy efforts, community service, and professional

development activities. The association's mission is to advance the economic

viability, business practices and support for higher education institutions in

fulfillment of their missions.

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Nelnet Campus Commerce Booth #46

Nelnet Campus Commerce delivers payment technology for a smarter campus. Our product suite uses the latest technology to create a unique and integrated payment experience for more than 900 campuses across the country. Our intuitive and secure solutions are PCI Level 1 validated and integrate with every major ERP. From payment processing and refunds, to tuition payment plans and online storefronts, Nelnet Campus Commerce helps process every payment on campus. NFP Booth #59

At NFP Corp., our solutions and expertise are matched only by our personal commitment to each client's goals. We’re a leading consultant that provides employee benefits, property & casualty, retirement and individual private client solutions through our licensed subsidiaries and affiliates.

NFP has more than 4,300 employees and global capabilities. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs. We’ve become one of the largest insurance brokerage, consulting and wealth management firms by building enduring relationships with our clients and helping them realize their goals.

For more information, visit NFP.com.

Oracle America, Inc. Booth #51-52 Sponsor

Oracle Cloud for Higher Education enables institutions to streamline operations, improve access to critical data and reduce costs, all while delivering a more personalized student experience that promotes both institutional and student success. To learn more about Oracle’s solutions for higher education, visit: www.oracle.com/higher-education.

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Paycor Booth #87

Paycor was founded because we believed that with the right tools and support, HR practitioners could make a major contribution. Paycor is known for delivering modern, intuitive recruiting, HR and payroll solutions for more than 30,000 medium-sized and small businesses— but what makes us legendary is our singular focus on helping business leaders, entrepreneurs and HR professionals make a real difference in their organizations. PNC Institutional Asset Management Booth #80

The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States with assets of $381 billion as of June 30, 2018. With employees in more than 40 states across the country; regional presidents in 38 markets; a retail branch network that stretches across 19 states and the District of Columbia; and strategic international offices in Canada, China, Germany and the U.K., PNC is organized around its customers and communities for strong relationships and local delivery of retail and business banking, including a full range of lending products; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management. PNC’s dedicated team of relationship managers, credit officers, treasury management representatives and investment bankers serve as strategic financial partners to colleges and universities across the bank’s footprint. We are committed to providing comprehensive financial solutions to higher education borrowers through our unique capital markets/bank coverage model, delivering Wall Street capabilities with a local presence. This wealth of experience with public and private higher education institutions, both large and small, helps PNC deliver the right solutions for financing, treasury management and investment services. PNC is a recognized leader in university banking, providing a comprehensive base of financial solutions for students and employees.

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Parkhurst Dining Booth #76

Parkhurst Dining delivers authentic culinary experiences to private colleges and universities. We were founded in 1996 on the premise of choosing “imperfection over standardization” – hamburgers that are hand-pressed and not cooked from uniform frozen patties; soup that is prepared daily from fresh stock and not poured out of a can; or fresh-cut vegetables for your salad bar that are cleaned, peeled, sliced, diced, and chopped by hand – never shaken out of a bag. We’ve held fast to these culinary values and know that made-from-scratch food delivers greater student satisfaction and engagement leading to stronger financial outcomes for our clients. We are also known for our commitment to sustainable practices and local sourcing; our dedication to client partnerships and seamlessly integrating into your campus culture; our people-first approach to team management, training and development; and our investment back in communities in which we live and work. We’d love to have a conversation about how partnering with Parkhurst Dining on your campus can become a brand differentiator and competitive advantage to you in your recruitment and retention efforts. Visit www.parkhurstdining.com or [email protected] or 412.327.4501.

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PFM Booth #56

PFM is a national leader in providing independent financial advice as well as investment advisory, management and consulting services to local, state, and regional educational, government and non-profit clients. We are proud to help our clients meet their financial challenges with a broad array of products, backed by unquestioned professionalism and outstanding service. PFM's Higher Education practice includes professionals with substantive knowledge and experience in higher education, individuals who recognize the special financing needs of the higher education sector. These Higher Ed finance specialists constantly monitor changes in the financial landscape as they affect Higher Education, and provide our clients with solid, yet innovative solutions to their challenges. PFM Solutions LLC, is an affiliate of PFM, the leading financial advisor to institutions of higher education. We work with our clients to conceive, design, implement, and support customized financial planning solutions for colleges and universities using our proprietary software, Whitebirch. Whitebirch constitutes the state-of-the-art and best practices in time-series financial planning, and we will strive to make Whitebirch an organic part of our clients' strategic planning efforts. Learn more at www.pfm.com and visit us at our booth. PlanPilot Booth #67

PlanPILOT takes a holistic approach to defined contribution retirement

plan consulting, focused on minimizing fiduciary risk for plan sponsors

and their oversight teams, as well as minimizing the risk of negative

participant outcomes. We also lead OCIO provider search services to

provide due diligence oversight of the selection and monitoring of the

asset manager for foundation, endowment and other asset pools. We

provide pro-active, value-adding services to our clients, their plan and

investment/finance committee(s), as well as their faculty and staff.

We pride ourselves on delivering comprehensive advisory services that

help plan sponsors and institutional investors meet and exceed their fiduciary responsibilities by providing them with the proper risk

management solutions and independent advice they need. Learn more

at www.planpilot.com or visit us at our booth.

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Plante Moran Booth #57

Sponsor

Plante Moran serves as a trusted advisor to public and private colleges and universities. We provide comprehensive assurance and tax services, and are the second largest single audit provider in the nation. More than a “compliance firm,” our independent consultants complement the expertise and capabilities of your in-house team. We’ll work with you and your board to anticipate challenges, manage risk, streamline operations, find opportunities for new funding sources, harness legacy costs, and leverage technology. For more information please visit plantemoran.com/higher-education. Raymond James Booth #7

As a top 10 bond underwriter for both public and private higher learning institutions throughout the U.S., Raymond James understands that making an impact stems from fostering deep relationships with those we serve, and then applying our industry expertise and capabilities toward funding brighter futures. We pride ourselves on providing flexible, tailor-made solutions to the individualized underwriting needs of each university we serve. With our experienced public finance banking team and powerful distribution network, Raymond James provides issuer clients with innovative funding solutions for even the most complex financing needs – solutions that result in new opportunities for universities across America. Records Consultants, Inc. Booth #79

Records Consultants, Inc. (RCI) provides turnkey services to institutions of higher education, school districts, municipalities, and counties governments for Fixed Asset Inventories, Asset Management Software, Records Retention Processing, Document Imaging, and Reporting, and Secure Document Destruction. Our success is based on our commitment to provide the very best client support. For more information visit www.rcitech.com or call (877)363-4127.

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Rehmann Booth #47

Rehmann is a dedicated and trusted advisor to colleges, universities and other higher learning institutions. We deliver comprehensive assurance, compliance, tax and consulting services, collaborating with institution leaders and governing boards to meet strategic goals. Our dedicated higher education professionals work to identify opportunities, enhance institution operations, mitigate risks, cybersecurity and fraud, optimize workforce management and meet ever-changing compliance needs. For more information, visit rehmann.com/higher-education. RSM US LLP Booth #54 Sponsor

RSM’s dedicated higher education industry team helps public and private colleges and universities across the country improve performance through a comprehensive understanding of their assurance needs, technology requirements, internal processes, objectives and daily realities. RSM US LLP (formerly McGladrey LLP) is the leading provider of audit, tax and consulting services focused on the middle market, with 9,000 people in 90 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit rsmus.com.

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RubinBrown Booth #31

RubinBrown is one of the nation’s leading CPA and professional consulting firms serving the higher education industry. Our Colleges and Universities Services Group provides a full range of assurance, tax, and consulting solutions to higher education institutions throughout the country. Our professionals are immersed in the latest trends impacting the industry and work collaboratively with our clients to serve as a value-added resource. In addition to providing traditional financial statement and compliance audits, our specialized services for colleges and universities include: developing and implementing Uniform Guidance programs, cyber security, NCAA compliance, tax consulting, IT auditing, internal audit outsourcing/co-sourcing, benefit plan auditing, data analytics, historic and new market tax credit modeling, financial reporting consulting and outsourced accounting services. SAP Concur Booth #32

SAP Concur takes colleges & universities of all sizes and stages beyond automation to a completely connected spend management solution encompassing travel, expense, invoice, compliance and risk. Our global expertise, industry-leading innovation and dynamic ecosystem of diverse partners and applications unlock powerful insights that help institutions reduce complexity and see spending clearly, so they can manage it proactively.

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S&P Global Ratings Booth #70

S&P Global Ratings, a division of S&P Global (NYSE: SPGI), is the world’s leading provider of independent credit ratings. Our ratings are essential to driving growth, providing transparency and helping educate market participants so they can make decisions with confidence. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. We offer an independent view of the market built on a unique combination of broad perspective and local insight. We provide our opinions and research about relative credit risk; market participants gain independent information to help support the growth of transparent, liquid debt markets worldwide. Please feel free to visit our USPF focused website: https://SPRatings.com/USPublicFinance. Sibson Consulting Booth #35

Sibson Consulting is the firm of choice for colleges and universities seeking a partner to develop effective, impactful solutions to their human resources issues. Our firm's dedicated higher education practice brings to your institution broad experience and deep understanding of the dynamics of academic institutions. Our cross-functional National Higher Education Team consists of senior level consultants who focus predominately on working with colleges and universities and keeping current on effective practices and trends. We draw upon the experiences of colleagues working in a wide variety of industries to bring best practices to our clients, adapting them as appropriate to suit the academic environment. Our size, decision-making process and consulting philosophy enable us to tailor our approach to suit each institution's needs.

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Sightlines, a Gordian Company Booth #16

Sightlines, a Gordian Company, is a leader in helping colleges and universities better manage their facilities operations and capital investments. Sightlines provides tools for strategic planning, analyzing, and benchmarking that generate an independent, reliable comparison of campus performance in these areas against peer institutions. Working with over 450 institutions and equipped with data from over 52,000 buildings across the U.S. and Canada, Sightlines provides the context and validation institutions need to make sound, informed, and financially credible decisions about their campus facilities. As a result, campuses can optimize capital investments, address backlog of deferred maintenance projects, develop a strategy to steward physical assets, improve the effectiveness of facility operations, reduce energy consumption, and better serve students, faculty, staff, and visitors. Sikich LLP Booth #24

Sikich’s higher education professionals have dedicated their careers to providing solutions to public and private colleges and universities across the country. Sikich is a dynamic professional services firm specializing in accounting, technology and advisory services. Founded in 1982, Sikich now ranks as one of the country’s Top 30 Certified Public Accounting firms and is among the top one percent of all enterprise resource planning solution partners in the world. Find out more at www.sikich.com.

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Sodexo Booth #1 Sponsor

Quality of Life plays a vital role in the performance and success of individuals and organizations. Sodexo has been a world leader in providing on-site service solutions that enhance Quality of Life for more than 50 years. Our end-to-end solutions in dining, strategic asset management, student living and conferencing ease demands on administrators while optimizing the experience and performance of students, faculty, and staff. We develop comprehensive, customized strategies and solutions that reflect a thorough understanding of the realities of higher education today and address the unique needs of each of our campus partners. As industry thought leaders, we work closely with campus administrators to develop flexible, innovative programs that meet the ever-growing expectations of students, parents, and community members. Sodexo serves more than 75 million consumers in 80 countries around the world each day. SSC Services for Education Booth #13

With decades of industry experience, SSC partners with educational institutions to further the success and well-being of students, staff, and faculty by delivering quality integrated facilities programs including custodial, maintenance, and grounds services. As a trusted and specialized provider, we are committed to enhancing educational settings and creating financial guarantees that can be reallocated into key areas of your academic mission. With SSC, students and staff flourish in improved surroundings, while you focus on your core objective: educating our future.

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StraightLine Booth #17

StraightLine is a nationally registered investment advisory firm that specializes in providing comprehensive solutions for 403(b) plan participants. Our services include investment education and plan communication for employees and evolutionary “Do-it-for-me” retirement account management. StraightLine’s unique structure allows for total independence from retirement plan providers and completely unbiased education, research, and account management. Our fiduciary focus is squarely on improving employee retirement readiness and strengthening the fiduciary position of retirement plan sponsors. Synario Booth #49

Synario is an agile financial modeling platform, offering transformative intelligence that helps visionary CFOs achieve new levels of clarity, credibility, and consensus. Synario connects your key drivers directly to a prospective view of your financial future. You can easily configure new scenarios, allowing you to instantly visualize outcomes to institutional challenges and opportunities. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations.

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TIAA Booths #27-28 Sponsor

TIAA is a Fortune 100 financial services organization dedicated to helping our clients pursue financial well-being. We were founded 100 years ago as the vision of one of history’s great philanthropists, Andrew Carnegie, to make a difference in the lives of teachers. Since then, we have helped millions at academic, medical, research and cultural organizations — the people whose work makes the world a better place — retire with financial security. Today, we are a global asset manager with $1 trillion in assets under management. Our investment model and long-term approach aim to benefit the five million people and more than 15,000 institutions we serve. As we pursue powerful performance that can help drive better outcomes for our clients, we are committed to growing, innovating, continually improving and building on our proud history of diversity and inclusion. For more information, please visit tiaa.org Data as of 09/30/2018 TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products. ©2018 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017 689954

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TouchNet Information Systms, Inc. Booth #38 Sponsor

TouchNet, a Global Payments company, is a pioneer in delivering innovative financial technology to institutions of higher education. Since 1989, colleges and universities have relied on TouchNet unified commerce solutions to streamline and secure campus-wide payments and related business transactions. TouchNet software helps these institutions save time and money by giving them greater control over transactions, costs, and compliance, as well as providing improved operational efficiencies and self-service access to real-time information. Transamerica Booth #15

Transamerica is changing the way people think about their financial and overall well-being. Yes, we help people achieve a lifetime of financial security by serving millions across the United States with insurance; pension and retirement plans; investments; and asset management services. But today, it’s about so much more than that. As we all live longer, the connection between our wealth and health is growing. Transamerica want to help people develop healthy physical and financial habits, so they can add more years to their lives and more life to their years. Our business is empowering people to feel better about the future. And we’ve been doing that for more than 100 years.

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Tree of Life Bookstores Booths #60-61 Sponsor

Generate revenue and boost retention through a partnership with Tree of Life Bookstores and our Textbook Butler Auto-fulfillment model for course materials. We are a private, family-owned company that offers innovative solutions to ensure the campus store is a consistent asset to the campus community. Let us help you reinvent your campus store to be a hub that includes mail, copy services, and a convenience store. Our nationwide partners include campus store operations, virtual store operations, and self-operated partnerships. For a custom solution to your campus store challenges, engage with us at www.treeoflifebooks.com or email [email protected].

truED Consulting Booth #88

truED Consulting delivers innovative financial management solutions that enables connected planning processes throughout an organization, including treasury management, tuition and enrollment modeling, academic program costing, capital planning, endowment and gifts modeling, grants management, operational and multi-year budgeting, incentive-based budgeting, and strategic financial planning.

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Unimarket NA Booth #18

Unimarket offers powerful, easy-to-use software that brings all your procurement into one place. Our cloud-based solution brings together purchasing, invoicing, payments, contracts, sourcing, expenses, and a continuously growing supplier marketplace – all in one unified platform. By creating end-to-end visibility into the entire sourcing, purchasing, and payables process, the Unimarket platform delivers important insights into organizational spend and facilitates a strategic, value-focused approach to spend management. Automating and streamlining the Procure-to-Pay (P2P) process also drives measurable bottom-line cost savings and frees up resource that can be focused on more strategic, value-add initiatives. Founded in 2005, we support clients in the United States, Australia and New Zealand, spanning a range of industries including higher education, government, financial services, transport and logistics, and healthcare. U.S.Bank Booth #68

Your educational institution has unique financial needs. Not only do you need efficient solutions to manage cash flow, you need effective ways to better serve students, faculty and staff. To stay competitive, you’re looking for a bank that has proven stability doing what’s right for each client – providing financing options to improve programs and campus offerings as well as smart strategies to manage and grow your institution’s endowment. At U.S. Bank, we have a long history of working with educational institutions. Our Relationship Managers present the industry’s best lineup of financial products and services to meet your particular needs. Our comprehensive approach saves you time and money, allowing you to concentrate on what matters most – fulfilling your mission of shaping tomorrow’s future. For more information please visit www.usbank.com WFF Facility Services Booth #50

WFF Facility Services has been delivering custodial, grounds and building maintenance services to colleges and universities across the country since 1974. Strong partnerships, quality services, and personal integrity are the cornerstones of WFF's success. We seek partners whose values are aligned with ours, enabling us to become a seamless extension of the institution and fully support the school’s mission.

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Workday Booth #25

Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, planning, and analytics applications designed for the world's largest companies, educational institutions, and government agencies. Organizations ranging from medium-sized businesses to Fortune 50 enterprises have selected Workday.

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Workiva Booth #19

Workiva (NYSE:WK) delivers Wdesk, an intuitive cloud platform that modernizes how people work within thousands of organizations worldwide. Wdesk offers controlled collaboration, data integration, granular permissions, and a full audit trail. Wdesk helps mitigate risk, improves productivity, and gives users confidence in data-driven decisions. For more information, visit workiva.com. WTC Consulting, Inc. Booth #73

WTC Consulting, Inc. is a national firm delivering consulting services to higher education and academic medical centers since 1983. WTC is a leader in activity-based costing and rate development in the complex areas of IT, Facilities Management, and Shared Services. We also operate in the areas of strategic technology planning, IT assessments, convergence planning, infrastructure assessment and design, and outsourcing studies. WTC is a member of CACUBO, NACUBO, WACUBO, EDUCAUSE, APPA, HIMSS. XLerant Booth #78

XLerant provides cloud-based budgeting, forecasting and reporting solutions designed with easy to use interfaces that make a complex process accessible for finance teams and budget managers alike. XLerant’s software-as-a-service (SaaS) solutions serve small to mid-size higher education institutions who value collaborative environments as an effective way to engage faculty and staff to achieve their strategic objectives. The company’s premier product, BudgetPak, has been recognized for outstanding usability, quick implementation and exceptional support. For more information visit www.XLerant.com. Engage. Empower. Achieve.