SGPP

3. What U.S. state
produces the
most pumpkins?

4. What U.S. state
produces the
most pumpkins?
Illinois!
85% of Libby canned pumpkin
sold is processed in Morton, IL.
Source: Illinois Department of Agriculture

5. Let us remember
that we are in the
holy presence of God.
Let us remember
that we are in the
holy presence of God.

6. Welcome
New Staff
Members!
Welcome
New Staff
Members!

7. Is the pumpkin
a fruit or
a vegetable?

8. Is the pumpkin
a fruit or
a vegetable?
Fruit!

9. November 7, 2017
STRATEGIC PLAN 2017
Update
Ann E. Merchlewitz & Dr. John Pyle

10. November 7, 2017  10
ENROLLMENT, MARKETING & BRANDING
(GOAL 8 – ENROLLMENT )
• Enrollment & Marketing
• Increased new first year students enrollment by 5%.
• 35% increase of College inquiries from 2014 to 2017.
• Improved retention of 1st to 2nd year by 7% over the 2015
cohort.
• 7% growth year-over-year in new on-line students.
• 8% increase year-over-year in total number of on-line
students.
• 9% decline in new on-ground SGPP fall starts.
• Financial Aid
• Completed pricing study for the College.
• Developed pricing, aid and enrollment strategy for the
College.
• Automation to financial aid processes.

11. November 7, 2017  11
IMPLEMENTATION OF THE CAMPUS MASTER PLAN PROCESS
(GOAL 8 – INSTITUTIONAL SUSTAINABILITY, GOAL 3 – RESIDENTIAL EXPERIENCE,
GOAL 1 – TEACHING AND LEARNING)
• Completed construction of Science and Learning
Center.
• Developed new entrances to the Science and
Learning Center and Hendrickson creating better
accessibility and connectivity.
• Expanded cardio/exercise area of the Gostomksi
Fieldhouse.
• Renovated parts of the Ek Family Village for
graduate students. Demised other pods.
• Reconfigured office on the Twin Cities campus to
optimize space utilization.

12. November 7, 2017  12
ADVANCING THE SCIENCES AND HEALTH PROFESSIONS
(GOAL 4 - SCIENCES, GOAL 7 – ENROLLMENT)
• Hosted two-week “Advancing Regenerative
Medicine” workshop, which included interactions
with and at Mayo Clinic.
• Launched B.S. in Public Health through SGPP.
• Developed proposal for Masters in Public Health.

13. November 7, 2017  13
ROCHESTER INITIATIVE
(GOAL 8 – INSTITUTIONAL SUSTAINABILITY)
• Enhanced collaboration with the Mayo Clinic.
• 3+2 Physician Assistant Studies
• Advanced Cardiac Sonography programming
• Exploration in respiratory care programming
• Expanded use of Saint Mary’s Cascade Meadow
facility
• Development of expansion plan for Saint Mary’s
Cascade Meadow facility.
• Launched delivery of B.S. Health Care Management.

14. November 7, 2017  14
ONLINE GROWTH
(GOAL 6 - ONLINE EDUCATION )
• Developed role and hired an Associate Vice President
of Online Strategy and Development.
• Advanced strategic nature of partnership with Wiley.
• Pursuit of investment funding
• Discussion of shared planning and growth goals
• Developed two new masters programs for FY18
launch.
• Public Administration
• Business Intelligence and Analytics

15. November 7, 2017  15
LEADERSHIP DEVELOPMENT
(GOAL 5 - LEADERSHIP, GOAL 3 - RESIDENTIAL EXPERIENCE, GOAL 7 - ENROLLMENT)
• Hosted Dr. Yvonne Cheek on inclusivity, respect, and
solidarity and Father Greg Boyle on social justice.
• Leadership Interchange with Bill Lunn ‘87, KSTP anchor,
to discuss politics, social media, and responsibility.
• Hosted Dr. James Gentile ‘68 to discuss leadership and
innovation in the sciences.
• Hosted Dr. Cindra Kamphoff on developing a high
performance mindset.
• Leadership Interchange with Zanny Minton Beddoes

16. November 7, 2017  16
ADVANCES IN TECHNOLOGY
(GOAL 8 - INSTITUTIONAL SUSTAINABILITY, GOAL 3 - RESIDENTIAL EXPERIENCE, GOAL 7 - ENROLLMENT)
• Implemented the new ERP system including:
• CAMS (student information system)
• GP Dynamics (finance and payroll)
• Greenshades (time-entry)
• TargetX (CRM for admissions)
• eRez Life (housing and student life)
• Implemented new technology infrastructure in the
new Science and Learning Center.
• Completed a departmental staff realignment to
support the new ERP system and staffing transitions.

17. November 7, 2017  17
TEACHING & LEARNING
(GOAL 1 – TEACHING & LEARNING, GOAL 8 - INSTITUTIONAL SUSTAINABILITY)
• Progress with reaccreditation
• Successfully reaccredited by the Higher Learning Commission.
• Advanced reaccreditation response plan – convened a team of
30 faculty and staff.
• Advances with CELTs
• Selected new cohorts of Learning Leaders & Faculty Fellows.
• Focused faculty development on culturally responsive
teaching and technology in the classroom.
• Launched new CELT website.
• Faculty development in creation of common syllabi, design of
blended learning courses, and technology in the classroom.

18. November 7, 2017  18
SUCCESS IN PHILANTHROPY
(GOAL 9 - PHILANTHROPY)
• Raised $14,553,805 for all university initiatives in
FY16-17.
• Raised $779,840 for the annual fund.
• Publicly launched “Discover Lead Inspire – The
Campaign for Saint Mary’s University on May 12,
2017.
• Ended the year with a campaign total for all
initiatives at $49,500,000 in cash and pledges.

19. November 7, 2017  19
LASALLIAN HERITAGE
(GOAL 2 – IDENTITY)
• Continued formation activities.
• Continued FGI and C2C programs.
• Conducted the 5th International Symposium on Lasallian
Research.
• Sent six FGI students, 6 other undergraduate students
and two faculty to El Paso, TX for an immersion
experience on immigration issues.
• Cardinal Conversation with Sister Sandra Schneiders,
IHM.

20. November 7, 2017  20
UNITY IN DIVERSITY
(GOAL 2 – IDENTITY, GOAL 3 – RESIDENTIAL EXPERIENCE)
• Identified nine Unity in Diversity initiatives on which
to focus our energies in 2016-2017.
• Appointed President’s Advisory Council on Unity in
Diversity.
• Hosted two Minnesota Book Award authors on both
campuses to discuss their books on civil rights in
Minnesota and homeless LGBT youth.
• Provided a week-long program for Dr. Martin Luther
King, Jr. Day/Week.

21. November 7, 2017  21
VIBRANT RESIDENTIAL EXPERIENCE
(GOAL 2 – IDENTITY, GOAL 3 – RESIDENTIAL EXPERIENCE)
• Developed co-curricular learning outcomes and created an assessment
plan.
• Refocused Welcome Week and Family Weekend.
• Increased and Enhanced all-campus/weekend programming.
• Revitalized intramurals and outdoor leadership programs.

23. November 2, 2017
FINANCIAL FORUM
FALL 2017
Benjamin Murray, CPA, MPA
Vice President for Financial Affairs

24.  24
FISCAL OPERATING SUMMARY: 2016-2017
$87.5 Million Balanced Budget
Revenue Highlights
 82% from enrollment (College/SGPP)
 13% from auxiliaries
 5% from endowment and annual gifts
Expenditure Highlights
 50% related to salaries and benefits
 18% related to student aid ($15.5 million)
 2% related to debt service
 2% reserve transfer

25.  25
ENDOWMENT BY RESTRICTIONS
Endowment at May 31, 2017 - $58.8M

26. northerntrust.com | © NorthernTrust 2017
2016 NACUBO-COMMONFUND STUDY OF ENDOWMENTS
(ASSET ALLOCATION MIX)
Source: 2016 NACUBO-Commonfund Study of Endowments
Note: Representing 805 institutions.
Dollar-weighted.
**SMUMN & University 1 Allocation as of FY 2016
Makena allocation broken down to actual allocation as of 6/30/2016.
*Forecasted SMUMN Total allocation includes $2 Million commitment to BlackStone TacOpps.
Peer Group
SMUMN
$46 MM $54 MM $46 MM

27. northerntrust.com | © NorthernTrust 2017
2016 NACUBO-COMMONFUND STUDY OF ENDOWMENTS
*Net of fees
805 Total Institutions, NACUBO - Commonfund Study of Endowments 2016
**SMUMN & University 1 Returns as of FY 2016.Returns are annualized.
Average Reported One-, Three-, Five- and Ten-Year Returns*
(Fiscal Year 2016)
AverageAnnualReturn(%)
• SMUMN total portfolio outperformed its peer group in FY 2016 because of higher allocation to fixed income (-0.40% vs. -1.8%).

28.  28
UNIVERSITY DEBT
MOODY’S RATING REVIEW
Affirmed Baa1 - stable outlook
October 27, 2014
$12.5 million external /$5.8 million internal debt
Highlights:
 Low levels of debt
 Ability to increase net assets
 Diversity of programs
Challenges:
 Reliance on tuition revenue and market factors that
challenge growth

29.  29
FISCAL OPERATING SUMMARY
Revenue and Expenditures/Transfers for the periods June 1 – May 31
2017-2018
2016-2017 2016-2017 Proposed
Budget Actual Final Draft
Total Revenues 89.3$ 87.5$ 91.5$
Total Expenditures and Transfers (89.2)$ (87.5)$ (91.5)$
Net 0.1$ -$ -$

30.  30
2017-2018 BUDGET ADJUSTMENTS
Summary of adjustments between Draft A (Feb. 2017) and Final Draft (Oct. 2017)
Decrease in Revenue / Increase in Expenditures Amount
College enrollment decrease from 1,065 to 1,021 FTE (1,400,000)$
SGPP enrollment decrease from to 78,111 to 75,712 credits (1,600,000)$
Total impact on net revenue (3,000,000)$
Adjustments to Balance Budget Amount
Eliminate all reserve transfers 900,000$
Reduce capital improvement funding 500,000$
Reduce energy / utility budgets (previously reallocated for repairs) 200,000$
Adjust wage increase to 2.0% effective Jan 1 300,000$
Reduce benefits expense budget 450,000$
Reduce SGPP program and adminstrative budgets 450,000$
Draw from strategic initiatives reserve 200,000$
Total impact on net revenue 3,000,000$

31.  31
ENROLLMENT & NET REVENUE SUMMARY
Enrollment and Net Revenue for the periods June 1 – May 31
DESCRIPTION
2016-2017
APPROVED
2016-2017
FINAL
2017-2018
Proposed
Final Draft
Change from
Prior Year
College Enrollment & Tuition & Fee Income
College Fall Enrollment 1,054 1,054 1,021 (33)
College Fall Housing 912 912 876 (36)
College Tuition & Fees 33,704,185$ 33,580,014$ 33,824,620$ 244,606
Less College Discount (15,900,000)$ (15,493,705)$ (16,522,000)$ (1,028,295)
Total College Net Tuition & Fees 17,804,185$ 18,086,309$ 17,302,620$ (783,689)$

32.  32
ENROLLMENT & NET REVENUE SUMMARY
Enrollment and Net Revenue for the periods June 1 – May 31
DESCRIPTION
2016-2017
APPROVED
2016-2017
FINAL
2017-2018
Proposed
Final Draft
Change from
Prior Year
SGPP Enrollment & Net Revenue
SGPP: On-Ground Credits 59,823 55,784 54,012 (1,772)
SGPP: National On-line Credits 15,920 17,536 21,700 4,164
Total SGPP Credits 75,743 73,320 75,712 2,392
SGPP On-Ground Net Revenue 2,580,096$ 1,870,843$ 1,653,224$ (217,619)
On-Line (Wiley) Net Revenue 1,725,250$ 2,821,110$ 2,079,895$ (741,215)
Less transfer to SGPP Innovation Reserve -$ (250,000)$ -$ 250,000
Total SGPP Net Revenue 4,305,346$ 4,691,953$ 3,733,119$ (958,834)$

33.  33
ENDOWMENT AND RESERVE TRANSFERS
Endowment Distribution and Reserve Transfers for the periods June 1 – May 31
DESCRIPTION
2016-2017
APPROVED
2016-2017
FINAL
2017-2018
Proposed
Final Draft
Change from
Prior Year
Endowment
Endowment Distribution 2,590,800$ 2,590,800$ 2,685,000$ 94,200$
Reserve Transfers
Capital Reserve Transfers -$ 1,500,000$ (1,500,000)$
Special Initative Reserve Funding -$ -$ -$
SGPP Innovation Reserve Transfer -$ 150,000$ (150,000)$
Total Reserve Transfers -$ 1,650,000$ -$ (1,650,000)$

34.  34
STRENGTH OF DIVERSIFICATION

35.  35
CFI RATIO MAP
Are
resources
sufficient
and
flexible
enough to
support
the mission?
Do
operating
results
indicate the
institution
is living
within available
resources?
Does
financial
asset
performance
support the
strategic direction?
Is debt
managed
strategically
to advance
the mission?
Primary
Reserve
Ratio
Viability
Ratio
Debt
Management
Asset
Performance
Operating
Results
Resource
Sufficiency
and Flexibility
Return
on Net
Assets
Ratio
Net
Operating
Revenues
Ratio

36.  36
CFI - PERFORMANCE STRATEGIES
07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15 15-16 Range Strategy
8 to 10 Deploy resources to achieve robust mission
6 to 9 Allow experimentation with new initiatives
5.2 6.3 5.8 6.1 4 to 7 Focus resources to compete in future state
4.2 4.4 4.3 4.4 2 to 5 Direct resources to allow transformation
0 to 3 Re-engineer the institution
0.6 -1 to -1 Consider substantive programmatic adjustments
-2 to 0 Assess debt and DOE compliance and remediation
-3 to -1 Consider structured programs to conserve cash
-4 to -2 Consider whether financial exigency is appropriate

37.  37
CFI – REGIONAL TREND
Includes 188 CIC Colleges and Universities in the Midwest / Saint Mary’s University represented by yellow line

38.  38
FOCUS RESOURCES TO COMPETE IN THE FUTURE
Strategic Plan 2017
• Science and Learning Center (Goals 1 and 4)
• Cascade Meadow and Mayo Collaboration (Goal 4)
• Growth in National On-Line Programs / Wiley
Partnership (Goal 6)
• Campus Master Plan Implementation (Goals 3 and 8)
• HABC Renovation Planning (Goals 3 and 8)
• ERP Project (Goal 8)

39. PROJECT
DEFERRED
MAINTENANCE
PROPOSED
INVESTMENT
2015-2016 2016-2017 2017-2018 2018-2019 2019-2020
SCIENCE AND LEARNING CENTER 22,000,000 8,000,000 14,000,000
SCIENCE – HOFFMAN HALL RENOVATION 3,188,000 8,000,000 4,000,000 4,000,000
TRACK/SOCCER/BALL FIELDS COMPLEX 1,500,000 1,500,000
TRACK/SOCCER/BALL FIELDS - PRESS BOX, ETC. 220,000 100,000 120,000
ENHANCE MAIN ENTRY: WINONA CAMPUS 1,200,000 1,200,000
NEW STUDENT RESIDENCE HALL (MIXED-TYPE) 8,000,000 8,000,000
SAINT YON'S HALL (RESIDENCE HALL RENOVATION) 893,000 1,000,000 1,000,000
NEW STUDENT RESIDENCE HALL (TOWN HOMES) 9,000,000 4,500,000 4,500,000
BENILDE HALL (DEMOLITION IN 2017) 875,000 DEMO
EK (OLD) VILLAGE (DEMOLITION IN 2017) 464,000 DEMO
WATTERS HALL (DEMOLITION IN 2017) 1,146,000 DEMO
ED'S HALL (DEMOLITION IN 2019) 1,036,000 DEMO
SKEMP HALL (RENOVATION AND A/C) 1,531,000 2,000,000 2,000,000
SITE ENHANCEMENTS: TWIN CITIES 525,000 325,000 200,000
ANNUAL CAPITAL IMPROVEMENTS (OPERATING ) 25,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000
DEFERRED MAINTENANCE (OTHER THAN ABOVE PROJECTS) 25,000,000 1,000,000 1,000,000 1,000,000 1,000,000
GRAND-TOTAL 10,100,000 24,445,000 12,200,000 10,500,000 5,200,000

41. Antar Salim and
Cherise Vincent
Saturday, October 28, 2017

42. Break

43. Pumpkins are
55% 70% 90%
water.

44. Pumpkins are
55% 70% 90%
water.
90%!
Low in calories, high in fiber,
potassium, magnesium, and iron.

45. November 7, 2017
EMPLOYEE BENEFITS
Open Enrollment
Plan Year: January 1- December 31, 2018

46. November 7, 2017  46
AGENDA
• Welcome
• Review of Benefit Plans and Upcoming
Changes
• Action Items

47. November 7, 2017  47
PURPOSE
What is open enrollment?
Employees have the ability to make changes to current benefit
elections which may include
• Adding coverage,
• Dropping coverage,
• Changing enrollment on current plans (ex: single to family).
Outside of open enrollment an employee must have a qualifying
life event (marriage, divorce, birth of a child, loss of coverage,
death, etc.) to change benefit elections.
Benefit plan year is January 1 through December 31, 2018.

48. November 7, 2017  48
MEDICAL PLAN

49. November 7, 2017  49
MEDICAL PLAN
PLAN SUMMARY
Self-Funded Plan
• All claims and administration fees are paid directly by the
University.
SMU 2017 Utilization by Diagnostic
Category through July 31st, % of All
Claims:
• 21.5% Various symptoms and conditions
• 17% Musculoskeletal
• 8.6% Nervous System Diseases
• 6.8% Mental Illness
• 6.1% Digestive
August 2016, www.businessgrouphealth.org

50. November 7, 2017  50
MEDICAL PLAN: RENEWAL CONSIDERATIONS
2018 Renewal Strategy:
• Keep quality plan design while minimizing
the financial impact to employees and
the university
Considerations for 2018 Renewal
• 4 enrollment levels
• High Deductible Health Plan w/ HSA
• Return key out-of-network providers to in-
network coverage

51. November 7, 2017  51
MEDICAL PLAN HIGHLIGHTS FOR 2018
No change to current Blue Cross Blue Shield plan design
• Same deductibles, co-insurance, and out of pocket maximums
• Premium changes for 2018
• Expansion to four enrollment levels –
• Single
• Employee + Spouse
• Employee + Child(ren)
• Family

52. November 7, 2017  52
MEDICAL PLAN: MONTHLY PREMIUMS
SMUMN Employee SMUMN Employee SMUMN Employee SMUMN Employee
Single 503.03$ 88.71$ 544.36$ 96.07$ 544.36$ 96.07$ 529.05$ 132.26$
Emp + Spouse 774.74$ 633.88$
Emp + Child(ren) 740.49$ 605.86$
Family 862.27$ 624.40$ 1,086.84$ 677.67$ 1,086.84$ 677.67$ 1,360.88$ 732.78$
2015 2016 2017 2018

53. November 7, 2017  53
MEDICAL PLAN: EMPLOYEE SERVICE COSTS

54. November 7, 2017  54
BCBS: TOOLS
Find a Doctor
How do I know if my provider is in network or out of network?
• Visit bluecrossmnonline.com then select “Find a Doctor”
• Call Customer Service at 1-866-873-5943
Doctor on Demand
• Mobile app
• Visit DoctorOnDemand.com/bluecrossmn
• Virtual face to face urgent care (video chat is available but
not required)

55. November 7, 2017  55
DENTAL PLAN

56. November 7, 2017  56
DENTAL PLAN
No plan design changes
Expansion from three to four enrollment levels
Fully insured dental plan with a 3% annual premium increase for 2018
* = Employee + 1 coverage 2015 through 2017

57. November 7, 2017  57
VISION PLAN

58. November 7, 2017  58
VISION PLAN
No changes

59. November 7, 2017  59
FLEXIBLE SPENDING PLAN

60. November 7, 2017  60
FLEXIBLE SPENDING PLAN
Health and Dependent Care Accounts
 Health Care account increase to $2,650 annually
 Dependent Care account same at $5,000 annually
 Allows you to use pre-tax dollars to pay for a wide
variety of health and/or dependent care expenses
for you and your qualified dependents.
– You are allowed to carryover up to $500
– Must re-enroll and elect annual contribution
each year
– You do not need to be enrolled in our group
benefit plans in order to participate in the FSA.

61. November 7, 2017  61
LIFE/AD&D/LTD PLAN

62. November 7, 2017  62
LIFE/LTD/AD&D
No changes
 Employer paid coverage:
– Basic life, equal to one times your annual base salary
– Basic accidental death/dismemberment, equal to one times your
annual base salary
– Long term disability, equal up to 60% of your basic monthly earnings if
unable to work for 90+ days due to illness or injury
 Employee voluntary options:
– Voluntary life & AD&D available for self, spouse, or children
– Evidence of Insurability is required to enroll or increase coverage

63. November 7, 2017  63
ADDITIONAL BENEFITS

64. November 7, 2017  64
RETIREMENT PLAN

65. November 7, 2017  65
RETIREMENT
 Christian Brothers Services
– Defined benefit plan which pays you a dependable income that begins at
retirement and continues for the rest of your life
– Saint Mary’s University contributes 6.5% of each eligible employee’s
income on a monthly basis
– Vesting Period: Upon completion of 4 years and 9 months
– No changes to this benefit
• This is a good time to update your Christian Brothers beneficiaries.
 403b Annuity: TIAA-CREF or Valic
– This is an optional, employee paid tax-deferred annuity funded through
your payroll deductions. No employer match.
– Visit the participating websites to enroll or make changes

66. November 7, 2017  66
SUMMARY
What is changed for 2018?
 Medical
– Increase from two to four enrollment levels
– Premium increase
 Dental
– Increase from three to four enrollment levels
– Premium increase
 Flexible Spending Plan
– Health Care FSA increase to $2,650 annually

67. November 7, 2017  67
NEW FOR 2018 – ONLINE ENROLLMENT
 Visit Blackboard, log into the Faculty Portal and click on MyPayroll.
 A new ‘Benefits’ tab will appear at COB November 2nd.
 All eligible part-time (20-29 hours) and full-time employees must complete the
online enrollment to enroll/waive benefit options and enter beneficiaries for
life insurance.
– The information you enter this year will be saved for next year’s open
enrollment.

68. November 7, 2017  68
ONLINE ENROLLMENT
Open Enrollment

69. November 7, 2017  69
OPEN ENROLLMENT

70. November 7, 2017  70
ACTION ITEMS
Open Enrollment Dates: November 2-22, 2018
 Review benefit summaries and plan changes
 Complete your enrollment/change online through the Faculty Portal/My Payroll.
 ALL ELIGIBLE EMPLOYEES MUST complete the online enrollment process by November 22nd.
 If you prefer, a paper enrollment form is available on Blackboard or HR Office.
Remember:
 You CANNOT make benefits changes any other time during the year without a qualifying life event
 Benefit information is available on Blackboard under the Open Enrollment section of the HR page

71. November 7, 2017  71
Questions?

72. Pumpkins are
grown on every
continent except
…(one)...

73. Pumpkins are
grown on every
continent except
…(one)...
Antarctica!