2026 UPCEA Annual Conference

Business and Operations Track

 

Wednesday, April 15

2:45 PM Concurrent Sessions I
 

Federal Policy Update: A New Era for Higher Education and the Federal Government
Grand Ballroom D | Business and Operations | Strategic | Tag(s): Policy
As higher education has faced and will face a pivotal year in federal policymaking, this session will examine the latest legislative and regulatory changes shaping the landscape for online and professional continuing education. Join national policy experts for an in-depth review of recent and anticipated developments—from Title IV regulations and financial aid changes to accreditation standards, workforce funding initiatives, and emerging compliance requirements coming from recent negotiated rulemaking. Designed for senior administrators and policy leaders, this strategic-level discussion will explore the practical implications for U.S. universities, providing the context, analysis, and foresight you need to align institutional priorities with the new era of federal engagement in higher education.

  • Jordan DiMaggio, UPCEA
  • Bridget Beville, University of Phoenix

Moderator: Corina Caraccioli, Louisiana State University

 

Realities Re-Imagined: How Universities are Thriving Through Reassessment
Churchill C1 | Business and Operations | Strategic |
The landscape of higher education is shifting rapidly, demanding bold reassessment of how institutions deliver value, serve learners, and remain sustainable. Enrollment challenges, shifting demographics, AI, alternative credentials, and new competitors are reshaping realities once thought fixed. This panel brings together higher education leaders who have embraced reassessment as a catalyst for thriving. Panelists will share practical strategies for rethinking tuition models, online and hybrid portfolios, workforce education, student engagement, and organizational structures. Attendees will gain candid insights into what works, what doesn’t, and leave with strategies to re-imagine operations, partnerships, and learner-centered pathways aligned with the future of work.

  • Brian Harfe, University of Florida
  • Melissa Mahan, The University of Texas at San Antonio
  • Nico Rose, University of Florida

Moderator: Abby Wernicki, CSU Global

 

The Senior CE Leader As CEO: Positioning and Practicality
Churchill B2 | Business and Operations | Strategic | Tag(s): Engagement and Opportunity
It’s been said (often with much angst) that the senior CE leader’s position is akin to one of CEO. Is this fact, or fiction? Whatever the title, Dean, Vice Provost/Chancellor, COLO, etc., this individual’s experience in innovation, multi-stakeholder management, financial leadership, culture development, talent management and enterprise-scale strategy is directly relevant and valuable for CEO roles in both education and non-education sectors. Senior CE leaders bring a unique blend of entrepreneurial orientation, adaptability, and mission-driven leadership qualities, and often have to manage through complexity, crisis and politics. Drawing on the experiences and insights gained over a 25-year career in nontraditional higher education, this presenter will unpack the realities of the role and offer specific advice for navigating this rewarding yet challenging career path.

  • Nancy Coleman, Harvard University
  • Rob Bruce, Rice University
  • Richard Russo, University of Califorina, Berkeley

Moderator: Amy Heitzman, UPCEA

 

Roundtables
Grand Ballroom AB
In this session, attendees will have the opportunity to engage with up to two different topics during small-group, 30-minute, table-based guided discussion around a specific and timely topic, question, or issue. Roundtables are designed to provide space and time to important but particularly nuanced topics which deserve attention, and presenters will promote the sharing of thoughts, solutions, and questions among their respective table’s attendees.

Moderator: Jill Boatright, Loyola University of New Orleans

CLARA: Centralized Lifecycle Automation for Resource Administration
Business and Operations | Applied | Tag(s): Engagement and Opportunity
Montclair State University presents CLARA (Centralized Lifecycle Automation for Resource Administration), an enterprise operations framework for deploying specialized AI Agents to transform financial aid operations—reducing processing time by 40% while improving student retention. The session contrasts CLARA's modular, agentic AI approach with traditional LLM solutions, demonstrating how focused agents can be rapidly deployed, easily modified, and scaled across the enterprise. Attendees receive actionable CLARA blueprints, ROI models, and governance frameworks to replicate this success in enrollment management and beyond, from HR to registrar operations.
  • Wendy Lin-Cook, Rensselaer Polytechnic Institute
  • David Chun, Montclair State University

Course Mapping: A Strategy for Timely and Supported Course Delivery
Business and Operations | Foundational | Tag(s): Engagement and Opportunity, Policy
This session will demonstrate SMUMN's dual approach to course mapping and readiness. The session will outline workflows, reporting tools, cleanup strategies, formulas, and, the reports, the cleanup strategy, formulas used, and inter-department communication. The session will also demonstrate an alternative process by which faculty can import content themselves. Participants will also learn about tutorials and help guides that were created to walk faculty step-by-step through the Canvas Import function. These two processes ensure that faculty receive their course content promptly, with sufficient turnaround time for cleanup before students gain access to courses.
  • Garey Gill, Saint Mary’s University of Minnesota

Creating An In-House OPM - Strategies For Success
Business and Operations | Strategic | Tag(s): Engagement and Opportunity, Faculty, Graduate Education
This talk will introduce the online OPM partnership landscape in UK higher education and then outline why University of the Arts London is building this capability in-house. The presenter will discuss what universities might consider as they grow and scale their internal provision, and strategies for ensuring that online and professional education remains a high priority within our organisations.
  • Anna Wood, University of the Arts London

One Team, One Voice: Reimagining Your Marketing Team for Scalable, Sustainable Marketing Operations
Business and Operations | Foundational |
Navigating tightening budgets and growing complexity, NC State's marketing and communications team reimagined a shared services model for its Continuing and Lifelong Education, and Digital Education and Learning Technology Applications divisions. This bold move aligned brand voice and maximized resources. By strategically shifting staff, fostering cross-functional collaboration, and adopting a flexible "one-team" model, they streamlined operations, built trust, and reduced vendor reliance. This session will showcase how they optimized processes and invested in professional development without sacrificing creativity. Attendees will receive actionable frameworks for redesigning marketing departments, enhancing collaboration between enrollment and marketing teams, and scaling talent development in lean environments.
  • Jennifer Kendall, North Carolina State University
  • Katie Bean, North Carolina State University

4:00 PM Concurrent Sessions II
 

Building a Culture of Philanthropy, Part II: From Vision to Action in Continuing and Professional Education
Marlborough B | Business and Operations | Strategic | Tag(s): Engagement and Opportunity, Faculty, Graduate Education
This session explores how UVA SCPS advanced from vision to implementation in building a culture of philanthropy. Dean Melissa Lubin and Jessica Robertson share strategies, lessons, and tools for embedding fundraising into the fabric of continuing and professional education.

  • Melissa Lubin, University of Virginia
  • Jessica Robertson, University of Virginia

Moderator: Dean Gething, Carnegie

 

AI in Action: Leading People and Transforming Operations with AI Intelligence
Prince of Wales | Business and Operations | Applied | Tag(s): Engagement and Opportunity
AI is transforming how higher education operates, from student services to internal collaboration. But success depends on both the tools we adopt and the people who lead their use. This session combines an institutional case study and workforce-focused perspective to help leaders harness AI effectively. Cal State Channel Islands will share how it used chatbots, Airtable AI, and other tools to streamline operations, improve student support, and make data-informed decisions despite limited resources. Element451 will then explore how every staff member—across admissions, advising, and beyond—must learn to delegate to AI “teammates” with clarity, context, and trust. Together, these perspectives provide a roadmap for integrating AI sustainably while building a culture of confidence and leadership in AI adoption.

  • Ty Fujimura, Element451
  • Lenell Hahn, Southeastern Missouri State University
  • Jill Leafstedt, California State University, Channel Islands
  • Jaime Hannans, California State University, Channel Islands
  • Jaqueline Connell, California State University, Channel Islands

Moderator: Anne Tai, Rice University

 

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Thursday, April 16

9:00 AM Concurrent Sessions III
 

Intelligence Support Systems: Implementing AI in Efficient Online Program Development and Administration
Churchill B1 | Business and Operations | Foundational | Tag(s): Engagement and Opportunity, Policy, Faculty, Graduate Education
In this session, participants will explore an online program development cycle that covers several strategic areas and how AI tools can be used to make strategic and informed decisions during the process.

  • Miko Nino, Rhode Island College
  • Eunice Ofori, Tulane University
  • Alicia Johnson, Virginia Tech

Moderator: John Falchi, LearningMate

11:45 AM Lunch Pick Up for taking to Network Meetings (Grand Salon)
12:00 PM Network Lunch: Connecting and Celebrating Network Awards
 

Connect, celebrate, and collaborate at the Network Lunch & Awards. Hosted by UPCEA Networks (Areas of Practice) and open to all attendees, this luncheon brings peers together to recognize excellence through Network Awards and strengthen connections across the UPCEA community. Select the Network that aligns with your professional focus.

Business and Operations
Grand Ballroom AB
Join the Business & Operations Network to engage with professionals sharing best practices and trends around financial, operational, human resources, and IT strategies that support entrepreneurial online and professional education units.

  • Award Presentation: Business & Operations Award for Operational Excellence

Moderators:

  • Nico Rose, University of Florida
  • Abby Wernicki, Colorado State University Global
  • Anne Tai, Rice University
  • Kelley Brandt, Boise State University
  • Kim Jackson, University of South Florida
  • Melissa Mahan, The University of Texas at San Antonio

 

3:15 PM Concurrent Sessions V
 

Building for Growth: Technology, Systems, and Strategies to Scale PCO Operations
Churchill D | Business and Operations | Foundational | Tag(s): Engagement and Opportunity
Operational efficiency is the foundation of sustainable growth in professional, continuing, and online education. This session combines two institutional perspectives on how to strategically adopt and optimize technology systems to strengthen PCO operations. The University of South Carolina will share how its Continuing Education and Conferences unit streamlined operations by consolidating nearly ten legacy systems into Slate, unlocking new efficiencies and freeing staff for higher-value work. UC Merced will highlight how its PACE unit, launched just two years ago, strategically timed infrastructure investments and leveraged Eduframe SIS with workflow automation to support rapid revenue growth while maintaining a lean staff. Together, these case studies offer practical lessons in system selection, implementation, and scaling that can help attendees evaluate their own operational readiness and infrastructure strategies.

  • Michael Pierick, University of California, Merced
  • Annette Roberts Webb, University of California, Merced
  • Mieke Ridderhof, Drieam
  • Hilary Brannon, University of South Carolina
  • Mickey Baines, Kennedy & Company

Moderator: Kelley Brandt, Boise State University



Balancing Data and Dialogue: A Participatory Approach to Academic Portfolio Review
Churchill B1 | Business and Operations | Strategic | Tag(s): Engagement and Opportunity, Faculty
In response to external pressures, the University of Illinois Springfield launched a comprehensive academic portfolio review in 2024-25. This multi-phase, participatory initiative was designed to be mission-aligned, sustainable, and transparent, balancing campus engagement with data-informed analysis, shaped in part by UPCEA’s portfolio decision-making model. Presenters will share insights on stakeholder engagement, metric development, data visualization, and decision-making, offering replicable models for institutional alignment and sustainable academic planning. Attendees will gain practical strategies for leading reviews and categorizing programs for enrichment, maintenance, sunsetting, consolidation, or reform. Successes, lessons learned, and recommendations for leading similar initiatives at other institutions will be included.

  • Michele Gribbins, University of Illinois, Springfield
  • Brandon Schwab, University of Illinois, Springfield
  • Bruce Etter, UPCEA

Moderator: Lee Maxey, Noodle

 

Roundtable Presentations
Grand Ballroom AB
In this session, attendees will have the opportunity to engage with up to two different topics during small-group, 30-minute, table-based guided discussion around a specific and timely topic, question, or issue. Roundtables are designed to provide space and time to important but particularly nuanced topics which deserve attention, and presenters will promote the sharing of thoughts, solutions, and questions among their respective table’s attendees.

Moderator: Jessica DuPont, Oregon State University

Hallmarks in Action - Operationalizing the UPCEA Seven Pillars in Professional Education
Business and Operations | Strategic | Tag(s): Engagement and Opportunity, Policy, Faculty
The UPCEA Hallmarks of Excellence define the standards for professional and continuing education (PCE) units across the United States and beyond, and we have used the seven pillars of excellent practices to strategically develop our own annual goals. Internal and external advocacy, entrepreneurial initiatives, faculty and student support, digital technology, and professionalism have guided our work in 2025 and enabled us to reach for and achieve success in many areas. In a time of rapid change in Academia, the seven pillars provided a stable, guiding structure against which to measure our impact and encouraged our team to remain focused on our mission and values.
  • Alexa Jeffress, University of Virginia

Retreat Reset: Strategies for Recharging Your Team (and Yourself)
Business and Operations | Foundational | Tag(s): Engagement and Opportunity
Most leaders are expected to plan annual retreats but are rarely taught how. The result? Stressful, repetitive events that miss the mark. This session flips the script with a practical, data-informed framework to make retreat planning easier, more creative, and more impactful. Discover how to use staff feedback, align with business needs, and add fresh elements that transform your retreat into a powerful driver of energy, connection, and results.
  • Briana Roades, University of Florida
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Friday, April 17 

7:30 AM Concurrent Sessions VI
 

Culture as Strategy: Building Agility, Engagement, and Outcomes in Higher Education
Churchill C1 | Business and Operations | Applied | Tag(s): Engagement and Opportunity
Culture doesn’t just support strategy—it is strategy. This session brings together two institutions that have leveraged culture as the engine for transformation. The University of Phoenix will share how building a culture of strategic planning delivered measurable gains in student retention, experience, and cost savings through disciplined change management and people-first approaches. Embry-Riddle will highlight how aligning values, workforce needs, and innovation fosters agility, collaboration, and psychological safety within its Division of Academic Innovation. Participants will explore practical frameworks and real-world lessons on cultivating cultures that drive both employee engagement and student success. Through interactive activities, you’ll leave with concrete strategies to cultivate culture as a powerful strategic tool at your own institution.

  • Dean Goon, Embry-Riddle Aeronautical University
  • Carey Hansard, Embry-Riddle Aeronautical University
  • Angela Atwell, Embry-Riddle Aeronautical University
  • Marc Booker, University of Phoenix
  • Hillary Halpern, University of Phoenix

Moderator: Maria Simon, HRCI

 

Stop & Share Presentations
Grand Ballroom AB
Attendees are invited to stop in, mill about, and engage in these dynamic, demonstration-type conversations hosted by presenters ready to share ideas on a hot topic, best practice, or technological innovation.

Moderator: Kelley Brandt, Boise State University

From Red Flags to Recovery: Fraud Prevention & Response Management in Online Education
Business and Operations | Foundational | Tag(s): Policy
This presentation will focus on sharing proven strategies for preventing, identifying, and responding to instances of fraud in online education. Topics will include how to develop policies and SOPs that protect the integrity of your institution as well as the bottom line, how to leverage third-party vendors to identify and respond to suspected fraud, and how to empower students to effectively report and recover from identity theft.
  • Abby Wernicki, Colorado State University Global
10:00 AM Concurrent Sessions VII
 

The Leadership Edge: Navigating Shifts, Seizing Opportunities, and Shaping the Future
Churchill D | Business and Operations | Applied | Tag(s): Engagement and Opportunity, Policy
Leadership in continuing and online education demands vision, adaptability, and innovation. This panel features leaders at different career stages who share how their varied institutional experiences shaped their leadership. Through candid discussion, they will reveal strategies for navigating change, fostering collaboration, and aligning initiatives with mission and market needs. Participants will gain three actionable takeaways to enhance agility, spark innovation, and lead with purpose in the evolving higher education landscape.

  • Nicole Westrick, Morgan State University
  • Carolyn Callaghan, Western Carolina University
  • Johanna Prado, William Patterson University
  • Jill Boatright, Loyola University New Orleans

Moderator: Nicole Westrick, Morgan State University

 

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