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Handouts

Overall Survey | CEU Application | Conference Agenda

Title IX: The Past, Present, and Future of Campus Investigations, Adjudications, and Litigation

Ashley Lynam, Attorney, Montgomery McCracken Walker & Rhoads
Kacie Kergides, Attorney, Montgomery McCracken Walker & Rhoads

  • Understand the current status of the Title IX regulations and what changes we expect to see soon
  • Learn how to identify and properly handle Title IX complaints, focusing on trauma-informed techniques
  • Learn best practices for conducting investigations under the new 2020 regulation guidelines

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Evaluation

Ethics Training They’ll Volunteer to Take

Jennifer Clark, Institutional Compliance Coordinator, The University of Alabama
Marcy Huey, Executive Director of Institutional Compliance, The University of Alabama

  • Bite size is the right size: How to break the content up into palatable servings
  • Encouraging engagement: Ways to invite additional exploration outside of training
  • Recognizing achievement without breaking the bank: Ideas for rewarding participation

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Implementing an Effective Compliance Assessment Framework

Vin Lacovara, AVP Institutional Compliance & Ethics, George Mason University
Corey Parker, Director, Assistant Referee, Baker Tilly/Professional Referee Assn

  • Determine how to evaluate the effectiveness of existing compliance and ethics activities
  • Establish an effective assessment process and develop a roadmap to prioritize future assessments
  • Discuss how reporting on the outcomes of a compliance assessment can drive continuous improvement

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Evaluation

DE&I, Compliance and Higher Education

Gary Nimax, Assistant Vice President for Compliance, University of Virginia
Kenya Mann, Chief Compliance Officer, Emory University

  • Learn how to make compliance an effective part of your institution’s DE&I initiative
  • Understand the pitfalls that can derail a DE&I effort
  • Successfully navigate the complexities of DE&I in a higher education setting

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Building and Reinforcing a Culture of Values in Your Institution

Gates Garrity-Rokous, Vice President and Chief Compliance Officer, The Ohio State University

  • Using an ongoing university initiative as a case study, participants will learn to: Define, measure, and assess their values-based culture
  • Refine, improve, and implement their university’s values statement
  • Operationalize values through key university systems and processes

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Foreign Gifts and Contract Reporting: Section 117 and Beyond

Robert Roach, Senior Advisor, Guidepost Solutions LLC
Jordan Segall, Director of Ethics and Compliance, Temple University

  • Understand evolving federal DOE, DOD, and DOC reporting requirements regarding foreign gift contracts
  • Learn about new reporting and review processes under the Endless Frontiers Act and federal CFIUS regulations
  • Obtain practical tools and tips to collect and report all foreign funds and activities accurately

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Handout 1
Handout 2
Evaluation