Conference Presentation Materials

2017 Annual Conference

Program 1: "WCCI Financial Ratios"
Prager & Co., LLC:
Saul Rosenbaum , Managing Director
Ian Prager, Director
Fritz Weis, Consultant

Program 2: "Economic Update and Policy Implementation (US)" and "Economic Update and Policy Implementation (global)"
Wells Fargo:
Eugenio Aleman, Senior Economist

Program 3: "New Accounting Standards Update"
Grant Thornton:
Rick Wentzel , Audit Partner , West Region Not - for - Profit Practice Leader
Rosemarie Brown , Tax Director , California NFP Tax Practice Leader

Program 4: "Brandman University Innovation and the Competency Education Learning Journey"
Brandman University:
Gary Brahm, Chancellor
Phillip Doolittle, Executive Vice Chancellor of Finance & Administration/CFO

Program 5: "Finances in Retirement"
Bank of America Merrill Lynch:
Sandra Lewandowski, Vice President, Workforce Financial Solutions
Dennis Walston, Director, Workforce Financial Solutions


2016 Annual Conference

Program 1: "WCCI Financial Ratios Analysis" and "WCCI Financial Ratios Observations"
Presented by:
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"
Presented by:
Doug Brown, Director, Wells Fargo Securities

Program 3: "Accounting and Tax Updates"
Presented by:
Melissa Harman, Audit Partner, Moss Adams
Tracy Paglia, Tax Partner, Moss Adams

Program 4: "Trends in Higher Education Retirement Programs"
Presented by:
Daniel Carr, Regional Vice President, Institutional Markets, Transamerica
Justin Chilcote, Regional Vice President, Institutional Markets, Transamerica

Program 5: "Socially Responsible Investing"
Presented by:
Barbara Bagley, Senior Portfolio Manager, US Trust


2014 Annual Conference

Program 1: "How to Leverage Your Real Estate Assets"
Presented by:
Hal Ferris, Principal, Spectrum Development Solutions, LLC

Program 2: "Labor Relations / Employment Management"
Presented by:
Warren Martin, Partner, Gordon Thomas Honeywell, LLP

Program 3: "Times Are Changin'... Bank and Capital Market Update"
Presented by:
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"
Presented by:
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"
Presented by:
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"
Presented by:
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"
Presented by:
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"
Presented by:
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"
Presented by:
Melissa Harman, Partner, Moss Adams

Program 7: "Insurance Update"
Presented by:
Scott Morsh, Area Vice President, Gallagher Insurance

Program 8: "Overview of the Trends and Market Dynamics of the Taxable and Tax-exempt Markets"
Presented By:
Bob Muller, Managing Director, JP Morgan Securities


2012 Annual Conference

Program 2: "Meeting the New 403b Investment Fiduciary Requirements"
Presented by:
Dallas Otter, Senior Vice President, Kibble Prentice
Charlie Powers, Vice President, Diversified Investment Advisors

Program 3: "Ratio Analysis"
Presented by:
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
Presented By:
James L. Doti, President, Chapman University
H. Jay Bellwoar, Managing Director, Higher Education Finance, Bank of America Merrill Lynch