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2023 WCCI Conference

Your Conference is Here!

NOVEMBER 2-3, 2023 • CHAPMAN UNIVERSITY

November 2-3, 2023 will launch the new, annual WCCI Conference, hosted by Chapman University in Orange County, California.

2023 Conference Snapshot

Conference registration and meeting will begin on Thursday, November 2 at noon. The Chapman campus tour is optional. Shuttle transportation to/from the Ayres Hotel and the conference venue will be provided.

Thursday, Nov 2

10:00 am 90-minute tour of Chapman
12:00 pm Lunch and Registration
1:15 pm Welcome and Logistics
1:30 pm Session – General
2:45 pm Break
3:15 pm Concurrent 1 & 2
4:30 pm Break
5:00 pm Reception
6:00 pm Dinner
7:30-9:00 pm Shuttles to hotel

Friday, Nov 3

8:00 am Shuttle leaves for Chapman
8:15 am Breakfast
9:00 am WCCI Business Meeting
9:20 amSession – General
10:30 am Break
10:45 amConcurrent 3 & 4
12:00 pm Lunch
1:30 pmConcurrent 5 & 6 
3:00 pm Adjourn and Depart for the Airport
   

Conference Program

Thursday

10:00-11:30 a.m.

Tour of Chapman University

Join us for a 90-minute tour of Chapman University’s Orange campus. Throughout this tour, you will get to see some of Chapman’s most impressive buildings and features, highlighting the Musco Center for the Arts, Dodge College of Film and Media Arts, the Digital Media Arts Center, the Keck Center for Science & Engineering, the Sandi Simon Center for Dance, and more!


12:00-1:15 p.m.

Lunch and Registration

Whether you’ve just come in from the Chapman tour or just traveled to us from your home institution, enjoy a refreshing lunch with your WCCI colleagues before we kick off our fall 2023 conference.


1:15-1:30 p.m.

Welcome and Logistics

Opening this year’s conference, we are excited to hear from Chapman University’s President, Daniele C. Struppa, who is pleased to welcome you to our campus!


Session: General
1:30-2:45 p.m.

Harold Hewitt, Executive Vice President & COO, Chapman University

Title: Campus Updates

Our meeting will begin with the traditional sharing of campus highlights from recent months.


2:45-3:15 p.m.

Break

Session: Concurrent 1
3:15-4:30 p.m.

Brian Thomason, Vice President for Finance & Controller, Chapman University
Spencer Endicott, Managing Director, KPMG

Title: Controllers’ Breakout

This year’s breakout session will be chaired by the host institution’s own Vice President for Finance and Controller, Brian Thomason. Brian will lead a discussion of current topics in accounting based on suggestions from participants. KPMG will participate.


Session: Concurrent 2
3:15-4:30 p.m.

Lindsay Van Voorhis, Managing Director, Cambridge Associates
Olga Loy, Chair, Tax Practice, Winston & Strawn LLP
Katy Roig, Vice President for Finance & CFO, University of San Diego
Charles Cross, Vice President for Business & Finance, University of San Francisco

Title: Investments: Venture Capital/Private Equity & ESG

Following the example of very wealthy institutions, many schools are pushing to increase their allocation to Private Equity and Venture Capital.  At the same time, Boards and faculty in some institutions are urging that their endowment show leadership in Environment, Social and Governance investing (“ESG”).  The panel will discuss these trends from the perspective of member institutions, investment consulting, and legal issues related to complex limited partnerships.


4:30-5:00 p.m.

Break

5:00-6:00 p.m.

Reception

After enjoying an afternoon of great content, join your fellow WCCI colleagues for a hosted reception with full bar before dinner. 


6:00-9:00 p.m.

Dinner

We are delighted that Sodexo is hosting our dinner this evening. From incredible service to a delicious meal prepared by talented, area chefs, you’re in for an outstanding presentation dining experience paired with dedicated time for connecting with your colleagues.


7:30-9:00 p.m.

Shuttles to Hotel

If you are staying at the Ayres hotel, we will have shuttle service on loop to the Ayres hotel that will run from 7:30-9:00 p.m.

 

CPE

As part of WCCI’s commitment to professional development, we are among the institutional associations that design our seminars and training opportunities to meet the standards set forth by such professional organizations as the National Association of State Boards of Accountancy (NASBA) and the American Institute of Certified Public Accountants (AICPA), among others.

Members that have attained, or are working to attain, professional designations such as: CPA, CIA, CFA, CFE, and CMA, will have the opportunity to accumulate CPEs by attending WCCI sessions and self-report to their certifying organization for the appropriate credit.

Conference Speakers Information Coming Soon

Conference

West Coast Comprehensive Institutions