The document provides information about the College & University Performance Summit 2009 conference. The three-day conference will be held from October 26-28, 2009 in Arlington, VA and focus on improving the academic, operational, and financial performance of institutions of higher education. Attendees will learn strategies for enhancing rankings, student recruitment and retention, fundraising, and transparency. The agenda includes keynote speeches, panels, workshops and presentations on topics such as assessing university performance, strategic planning, and measuring financial resources.

1. College & University Performance Summit 2009
College &
University
Performance Summit 2009
Earn up to 15 Manage and Improve Rankings for Improved
CPE Credits Results in Funding and Enrollment
Improve the October 26 - 28, 2009 | Arlington, VA
Academic, You Will Learn to:
Operational Understand Institutional Ranking Criteria
and Financial Identify “input measures” used by US News and World Report to better
understand how your institution is evaluated
Performance
Assess Your Institution’s Performance for Higher Rankings
of Your Develop indicators to assess student development and management effectiveness
Institution Enhance Your School’s Student Recruitment and Retention Strategies
Explore traditional and non-traditional approaches for attracting students and
maintaining enrollment
Stimulate Alumni Giving and Stakeholder Buy-In with Improved Transparency
Identify strategies for providing accessible data and reporting information to
potential students, alumni and decision makers
In Association with:
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www.ASMIweb.com/HigherEd

2. day one
College & University Performance Summit 2009
October 26, 2009
8:30
Summit Registration & Continental Breakfast
9:00
keynote address
Assessing University Performance: The Roll of Rankings
With an ever-increasing emphasis on rank and university performance, it’s important for all higher
education institutions to understand how their performance directly relates to overall success.
During this session foster a better understanding of the methodology behind the ranking as well
as strategies to implement that will help improve your institution’s current performance.
Understand the assessment criteria used by US News and World Report and why it’s
important to be highly ranked
Establish ways to improve your institutions ranking
Learn how to balance institutional priorities while improving your university’s ranking
10:00
Break & Refreshments
10:15
Leadership Panel: New Approaches to Assessing University Performance
Discuss benchmarks for non-traditional performance assessment
Identify additional information that can foster better rankings and more informed
consumer choices
Explore new ways to improve your institution’s performance assessment strategy
11:00
The Critical Role of Mission and Planning in Leading Your University through a
Recession
Understand what can be done to combat the impact of the recession while maintaining
alignment with your institution’s mission
Learn how to manage resources and expenditures to keep projects on track
Identify ways to modify planning strategies to fit within the current economic landscape
who should attend:
Vice Presidents Budget Directors
Performance Directors and Managers Strategic Planning Directors and Managers
Chief Financial Officers Resource Planning Directors
2 www.ASMIweb.com/HigherEd

3. day one
College & University Performance Summit 2009
October 26, 2009
12:00
Lunch Break
1:00
Integrate Strategic Planning, Operational Management, and
Institutional Performance
Develop policies and procedures that accurately evaluate university-wide performance
Provide objective planning and analysis techniques that support and strengthen
overall processes
Instill coordinated and actionable strategic thinking throughout the institution
2:00
Break & Refreshments
2:15
Use Relevant Data to Assess the Measures that Determine Institutional Rank
Identify ‘input measures’ used to evaluate institutional ranking and areas in need
of improvement
Distinguish relevant data from irrelevant data to ensure accurate performance assessments
Utilize resources that will aid in improving under-performing areas
3:15
Discover Innovative Best Practices in Higher Education
Improve teaching and learning strategies based on the best-practices of high-ranking institutions
Facilitate discussions on improved data-based decision making within the framework of
ranking criteria
Capture and report indicators of success based on national and international discussions
4:15
Day One Adjourns
top five reasons to attend:
Develop a Evaluate the Understand the Identify Discover methods
framework correlation importance of metrics and key for improving
for measuring between proper planning performance recruitment and
performance in institutional during a recession indicators to retention
higher education performance and evaluate program
overall ranking performance
www.ASMIweb.com/HigherEd 3

4. day two
College & University Performance Summit 2009
October 27, 2009
8:30
Continental Breakfast
9:00
keynote address
Understand the Impact of Rankings on Student Choice
While there has been considerable emphasis put on university rankings as a whole, the impact
on students and how those ranks influence decision making specifically has garnered greater
attention. During this session, examine the impact of institutional and program-area rankings
on student access to, and choice in, higher education.
Recognize ranking criteria that influences prospective students the most
Identify ways to improve the ranking criteria influencing decision makers
Learn how to distinguish your institution over institutions targeting the same market
10:00
Break & Refreshments
10:15
Improve Student Retention Rates to Achieve a Higher Ranking
Identify best practices in academic advisement to aid students in career planning
Learn how tutoring can play a roll in retention rates
Create offerings such as workshops and seminars that enhance student learning and preparation
11:00
Recognize the Importance of Alumni Giving Rates and its Correlation to
Institutional Ranking
Understand how student satisfaction is directly related to alumni giving
Learn how to create a motivating and successful campaign to boost annual giving rates
Explore new strategies for reaching out to alumni, finding “lost alumni” and boosting
giving percentages
12:00
Lunch Break
“Some very innovative ideas were presented. I will
definitely take good things back.”
Melanie Hatch,
Dean, College of Engineering & Business,
Gannon University
4 www.ASMIweb.com/HigherEd

5. day two
College & University Performance Summit 2009
October 27, 2009
1:00
Understand How Financial Resources are Measured to Distinguish Rank
Identify the criteria used to measure financial resources based on average spending per full-
time student
Discover how to best utilize your financial resources while considering the current
economic conditions
Create strategies for evaluating how well resources are being utilized
2:00
Break & Refreshments
2:15
Accurately Report Performance and Rankings to Stakeholders
Identify the most relevant information for your institution’s community
Determine the best method for publicizing information to school stakeholders
Understand how transparent institutional assessment data can improve recruitment and retention
3:15
panel discussion
Evaluate the Significance of the Ranking Model
The annual rankings provided in the US News and World Report publication are a popular
source for students and their families when deciding which higher education institution to
attend. However, there are flaws in the ranking system, and with the wide variety of choices
nationwide, it can be difficult for some institutions to distinguish themselves as a top-quality
education provider. This discussion will serve as a forum for attendees to discuss their unique
experiences with ranking methodology and institutional performance as well as hear helpful
insight from peers.
Dissect the ranking model used by US News and World Report and the importance of the
model in your institution’s performance framework
Explore and overcome pitfalls and roadblocks encountered when trying to stay within
model guidelines
Discuss unique experiences with the ranking system and your institution
4:15
Summit Adjourns
“Great presentations with helpful insights into processes
and tools.”
David Ormsbee,
Associate VP, Strategic Planning & Outreach,
Cedarville University
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6. workshop
College & University Performance Summit 2009
October 28, 2009
Workshops are designed to be an interactive way for participants to learn the
latest management techniques in order to implement them in their workplace. The
workshops provide a platform to learn practical applications of current best practices.
8:30
Workshop Registration & Continental Breakfast
9:00
workshop
Strive for Excellence: Develop a Performance Management System for
Higher Education
Performance defines academic institutions. Developing an integrated, campus-wide approach
to performance management and measurement is the key to improving performance in all
areas of colleges and universities. Follow along with Jon Desenberg as he takes a Logic Model
approach to performance measures. Learn to develop a strategy that’s based on getting the
results your institutions strives for and the measures to ensure results are achieved. During this
workshop, you will learn to:
Discover key success areas that have driven success at other universities
Realize leading success areas and plan for implementation
Recognize the importance of performance management for getting results
Harness data availability and integrity for accurate evaluation and analysis
Create a system that transcends all levels of your higher education institution
Jon Desenberg
Senior Consultant,
American Strategic Management Institute
12:00
Workshop Adjourns
sponsorship opportunities
As a conference and training provider, The American Strategic Management Institute is an expert in
bringing together leaders to share and discuss best practices and innovations. We connect decision-
makers with respected solution providers.
ASMI offers four different pre-designed sponsorship packages:
Event Co-Sponsor Session Sponsor Luncheon Sponsor Exhibit Booth Sponsor
For more information on sponsorships or to get started, contact Dave Yerks at 858-866-9381 or
Dave.Yerks@ASMIweb.com
6 www.ASMIweb.com/HigherEd

7. College & University Performance Summit 2009
Logistics & Registration
Venue and Hotel: Tuition & Group Discounts:
College & University Performance Summit The tuition rate for attending the College &
2009 will be held at The Performance Institute’s University Performance Summit 2009 is as follows:
Conference Center in Arlington, VA, just one Offerings Early Bird Regular Rate
block east of the Courthouse stop on the Orange
Line of the DC Metro. A public parking garage Conference $1199 $1299
is located inside of the building for $10/day. Post-Conference $499 $499
Continental breakfast, refreshments and lunch will Workshop
be provided for delegates on each day.
* For the Early Bird rate, register by August 19, 2009
The Performance Institute Conference Center
1515 N. Courthouse Rd., Suite 600 For more information on group discounts for
Arlington, VA 22201 College & University Performance Summit 2009
703-894-0920 please contact Dave Yerks at 858-866-9381 or
Dave.Yerks@ASMIweb.com.
A limited number of rooms have been reserved
at the Arlington Rosslyn Courtyard by Marriott at Cancellation Policy
the prevailing rate of $233.00 until September 27, For live events: ASMI will provide a full refund less $399 administration
2009. Please call the hotel directly and reference fee for cancellations four weeks before the event. If cancellation occurs
within two weeks prior to conference start date, no refund will be issued.
code “College and University” when making Registrants who fail to attend and do not cancel prior to the event will be
reservations to get the discounted rate. The hotel charged the entire registration fee.
is conveniently located three blocks from the All the cancellation requests need to be made online. Your confirmation
Rosslyn Metro station. Please ask the hotel about email contains links to modify or cancel registrations. Please note that the
cancellation is not final until you receive a written confirmation.
a complimentary shuttle that is also available for
Payment must be secured prior to the conference. If payment is not
your convenience. received by the conference start date, a method of payment must
be presented at the time of registration in order to guarantee your
Arlington Rosslyn Courtyard by Marriott participation at the event.
1533 Clarendon Blvd. Quality Assurance
Arlington, VA 22209 ASMI strives to provide you with the most productive and effective
Phone: 703-528-2222 / 1-800-321-2211 educational experience possible. If after completing the course you feel
there is some way we can improve, please write your comments on the
www.courtyardarlingtonrosslyn.com evaluation form provided upon your arrival. Should you feel dissatisfied
with your learning experience and wish to request a credit or refund,
please submit it in writing no later than 10 business days after the end of
the training to: ASMI: Corporate Headquarters; 805 15th Street NW, 3rd
CPE Credits Floor; Washington, D.C. 20005
Note: As speakers are confirmed six months before the event, some
Delivery Method: Group-live speaker changes or topic changes may occur in the program. ASMI is not
Program Level: Beginner responsible for speaker changes, but will work to ensure a comparable
Prerequisites: None speaker is located to participate in the program.
Advanced Preparation: None If for any reason ASMI decides to cancel this conference, ASMI
accepts no responsibility for covering airfare, hotel or other costs incurred
CPE Credits: 15.4 for the training by registrants, including delegates, sponsors and guests.
The American Strategic Management Institute (ASMI) is registered
with the National Association of State Boards of Accountancy Discounts
(NASBA) as a sponsor of continuing professional education on the • All ‘Early Bird’ Discounts must require payment at time of registration
National Registry of CPE Sponsors. State boards of accountancy have and before the cut-off date in order to receive any discount.
final authority on the acceptance of individual courses for CPE credit. • Any discounts offered whether by ASMI (including team discounts) must
Complaints regarding sponsors may be addressed to the National also require payment at the time of registration.
Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN • All discount offers cannot be combined with any other offer.
37219-2417. Website: www.nasba.org. • Discounts cannot be applied retroactively
www.ASMIweb.com/HigherEd 7

8. College & University Performance Summit 2009
Logistics & Registration
to register
Call Fax this Form to Visit
877-992-9522 866-234-0680 www.ASMIweb.com/HigherEd
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Yes! Register me for College & University Performance Summit 2009
Add the Post-Conference Workshop
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Please make checks payable to: The Performance Institute
Priority Code: B276-WEB
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