Conference Presentation Materials
2017 Annual Conference
Program 1: "WCCI Financial Ratios"
Prager & Co., LLC:
Ian Prager, Director
Program 2: "Economic Update and Policy Implementation (US)" and "Economic Update and Policy Implementation (global)"
Eugenio Aleman, Senior Economist
Program 3: "New Accounting Standards Update"
, West Region Not
California NFP Tax
Program 4: "Brandman University
Innovation and the
Competency Education Learning Journey"
Gary Brahm, Chancellor
Executive Vice Chancellor of Finance &
Program 5: "Finances in Retirement"
Bank of America Merrill Lynch:
Sandra Lewandowski, Vice President, Workforce
Dennis Walston, Director,
Workforce Financial Solutions
2016 Annual Conference
Program 1: "WCCI Financial Ratios Analysis" and "WCCI Financial Ratios Observations"
Saul Rosenbaum, Managing Director, Prager & Co.
Ian Prager, Director, Prager & Co.
Fritz Weis, Scholar-in-Residence, Prager & Co.
Program 2: "Hot Topics in Higher Education Finance"
Doug Brown, Director, Wells Fargo Securities
Program 3: "Accounting and Tax Updates"
Melissa Harman, Audit Partner, Moss Adams
Tracy Paglia, Tax Partner, Moss Adams
Program 4: "Trends in Higher Education Retirement Programs"
Daniel Carr, Regional Vice President, Institutional Markets, Transamerica
Justin Chilcote, Regional Vice President, Institutional Markets, Transamerica
Program 5: "Socially Responsible Investing"
Barbara Bagley, Senior Portfolio Manager, US Trust
2014 Annual Conference
Program 1: "How to Leverage Your Real Estate Assets"
Hal Ferris, Principal, Spectrum Development Solutions, LLC
Program 2: "Labor Relations / Employment Management"
Warren Martin, Partner, Gordon Thomas Honeywell, LLP
Program 3: "Times Are Changin'... Bank and Capital Market Update"
Ila Afsharipour, Director, Public Finance, US Bank
John McGrath, Senior Vice President, Education & Non-profit Banking, US Bank
Program 4: "An Overview of Specialty Asset Management & Philanthropic Solutions"
Dennis Moon, Specialty Asset Manangement National Executive, U.S. Trust, Bank of America Merrill Lynch
Michael Wagschal, Senior Vice President, Senior Philanthropic Specialist, U.S. Trust, Bank of America Merrill Lynch
Program 5: "Ratio Analysis - Snapshots, Trends, Techniques and Tote Boards"
Fred Prager, Chairman & Managing Director, Prager & Co., LLC
Saul Rosenbaum, Managing Director, Prager & Co., LLC
Fritz Weis, Consultant, Prager & Co., LLC
Program 6: "Fossil Fuel Divestment"
Ann Sarna, Associate Treasurer, Operations & Investor Relations, University of Washington
2013 Annual Conference
Program 1: "Hot Topics in Higher Education Finance: Online Ed, the Tax Exemption, & Market Trends"
Doug Brown, Director, Wells Fargo Securities - Higher Education Public Finance Group
Terri Wesolik, Senior Vice President, Southern California Market Manager, Wells Fargo Bank
Program 2: "Ratio Analysis"
Fred Prager, Managing Director, Prager & Co., LLC.
Fritz Weis, Senior Consultant, Prager & Co., LLC.
Saul Rosenbaum, Managing Director, Prager & Co., LLC.
Program 6: "Accounting Update: The Latest Issues for CFO's"
Melissa Harman, Partner, Moss Adams
Program 7: "Insurance Update"
Scott Morsh, Area Vice President, Gallagher Insurance
Program 8: "Overview of the Trends and Market Dynamics of the Taxable and Tax-exempt Markets"
Bob Muller, Managing Director, JP Morgan Securities
2012 Annual Conference
Program 2: "Meeting the New 403b Investment Fiduciary Requirements"
Dallas Otter, Senior Vice President, Kibble Prentice
Charlie Powers, Vice President, Diversified Investment Advisors
Program 3: "Ratio Analysis"
Fritz Weis, Director of Planned Giving, Scripps College and Senior Consultant, Prager & Co., LLC.
Program 4: "Our Challenging Economy: Tuition, Debt, and Other Matters"
Presentation Part 1 / Presentation Part 2
James L. Doti, President, Chapman University
H. Jay Bellwoar, Managing Director, Higher Education Finance, Bank of America Merrill Lynch