VIRTUAL EXPERIENCE | July 26, 2023

Streamline planning, drive outcomes  

Insights, analysis, and inspiration are everywhere at Syntellis Summit. Hear from peers and industry experts as they share what it takes to improve planning, increase agility, and ensure long-term success in today's higher education environment.

Join us to learn how to turn data into intelligence and strategies into success with Axiom. 

 

 

Learn from higher education finance experts

Flint Brenton

Syntellis 

Flint Brenton

Chief Executive Officer

 

 

Michelle Salo

Confederation College

Michelle Salo

Chief Operating Officer

David Moore

Rutgers University 

David Moore

Assistant Vice President and Chief Budget Officer

 

Andy Brantly

College and University Professional Association for HR

Andy Brantley

President and CEO

 

 

Frank Barra

Fairleigh Dickinson University  

Frank Barra

Associate Vice President for Finance

Kim Salisbury

University of Idaho  

Kim Salisbury

Associate Vice President Budget and Planning

LeeAnn Pasquini

University of Massachusetts 

LeeAnn Pasquini

Associate Vice President of Administration and Finance

Carrie Hopkins

University of Vermont 

Carrie Hopkins

Senior Budget Analyst

BECOME AN EXPERT

Access exclusive product training opportunities 

Interested in getting certified? Have a pressing question about your Axiom configuration? Get more value out of your solutions with our free and discounted opportunities exclusive to Summit registrants.

  • Free 30-minute "Ask the Expert" one-on-one session with a product consultant who can answer your questions and provide hands-on solutions, valued at $200!  
  • 20% off Syntellis Academy Certification sessions scheduled through the end of 2023

 

SYNTELLIS SUMMIT 5K

Take strides to support the community  

Step away from your screen, stretch your legs, and join us for our third annual virtual 5k! Whether you walk, run, or cycle, your miles are for a good cause: End 68 Hours of Hunger.

Sign up for the 5k run

Agenda

 

11:00 AM - 11:30 AM (CT): Opening Address & Keynote

As the economy and business and consumer needs change, we see more and more how data and insights are critical to gaining an advantage and adapting to what lies ahead. Join Syntellis CEO Flint Brenton as he shares how Syntellis empowers higher education leaders with the insights needed to deliver measurable outcomes, plus details of our commitment to an exceptional customer experience.  

Speaker: 

Flint Brenton, Chief Executive Officer, Syntellis

11:45 AM - 12:15 PM (CT): Innovating to Drive Higher Ed Outcomes & Success

Join Syntellis executives as they share details on the evolution of the Axiom Higher Education Suite and how the latest product and platform advancements will help support your institution through today's financial pressures. Learn how recent innovations like Axiom Strategic Financial Planning, Tuition Revenue Planning, and Visual Insights can help institutions make better decisions to serve students and their communities. You'll also learn more about Axiom 365 and how Syntellis is advancing product offerings to help colleges and universities continue their missions for years to come.

Speakers: 

M.K. White, General Manager, Performance Management Solutions, Syntellis

Justin Martin, Senior Director, Product Management, Higher Education, Syntellis

12:30 PM - 1:20 PM (CT): Navigating Today's Tuition Revenue Challenges & the Role of Axiom

Current economic conditions make tuition planning increasingly complex, leaving colleges and universities to assess numerous factors — including enrollment trends — to set optimal rates while ensuring prices don't deter potential students. Panelists will share their insights on tuition revenue planning and how to navigate market challenges.

Speakers: 

David Moore, Assistant Vice President and Chief Budget Officer, Rutgers University

Michelle Salo, Chief Operating Officer, Confederation College

Jerry Fernandez, Senior Software Implementation Consultant, Professional Services, Syntellis

1:30 PM - 2:20 PM (CT): Incorporating Long-term Planning into Your Financial Processes

Understanding the long-term financial impact of initiatives is a key step in the planning process. Making the best decision requires evaluation of internal and external factors followed by modeling and comparing multiple scenarios to identify the best path forward. In this session, Fairleigh Dickinson University will discuss how they leveraged long-term financial planning capabilities to evaluate factors, such as capital funding sources and cash flow impact, to determine go-forward plans.

Speakers: 

Frank Barra, Associate Vice President for Finance, Fairleigh Dickinson University

Justin Martin, Senior Director, Product Management, Higher Education, Syntellis

2:30 PM - 3:20 PM (CT): Labor Planning Strategies for Today's Economy

Because labor accounts for as much as 75% of institutional costs, planning for this expenditure has always been a critical part of the budgeting process. But in today’s inflationary environment, it’s become even more important and complex. Colleges and universities face unprecedented competition for talent from other industries, which are often offering better wages and benefits to attract workers. In this session, panelists will provide insight on financial strategies that can help your institution better address labor concerns.

​​​​​Speakers: 

Kim Salisbury, Associate Vice President Budget and Planning, University of Idaho

LeeAnn Pasquini, Associate Vice President of Administration and Finance, University of Massachusetts

Andy Brantley, President and CEO, College and University Professional Association for Human Resources

Kevin Bresser, Vice President of Sales, Higher Education, Syntellis

3:30 PM - 4:20 PM (CT): Effective Reporting Practices: Delivering the Right Information to the Right People at the Right Time

Because data is often housed in disparate systems, financial reporting can be challenging for many institutions. Is the bulk of your time spent gathering and integrating data rather than analyzing it to provide insights needed to steer your institution in the right direction? In this session, you'll learn how the University of Vermont's comprehensive reporting processes provide pertinent information to stakeholders across the institution, giving them proper context to make key decisions.

Speakers: 

Carrie Hopkins, Senior Budget Analyst, University of Vermont

Jen Mulvaney, Principal Solutions Engineer, Higher Education, Syntellis 

 

Need more information about Syntellis Summit? See FAQs