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In Sickness and in Health

June 29, 2009

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BOSTON – It may come as a surprise, but when you get a group of provosts and chief financial officers together, it sometimes feels like an episode of The Honeymooners. As a Sunday session at the annual meeting of the National Association of College and University Business Officers illustrated, the partnership of these two high-level administrators is at times more like a marriage than a traditional professional relationship.

Dishing about their partnerships, three pairs of provosts and CFO’s imparted sage advice about how they keep it together: “Communicate, communicate, communicate,” one said. “Don’t keep score,” another said. “Check your ego,” chimed in another.

The fact that a gathering of CFO’s and provosts feels a bit like marital counseling is no coincidence. To hear it from those who’ve been working at these relationships for years, personality is nearly as important as -- if not more important than -- policy.

“I would characterize our relationship as something we are working on all the time,” said Roy Austensen, provost at Valparaiso University.

Austensen’s chief financial officer is Charley Gillispie, vice president for finance and administration. Gillispie says the two invite each other to their own senior staff meetings, and try to build trust with campus stakeholders about how best to address the $15 million gap that exists between the university’s “desired expenses” and its current fiscal realities.

And then there are the jokes. In a break from stereotype, the trio of CFO/provost partners who presented at NACUBO proved quite the comedic combination. As Elon University CFO Gerald Whittington explained, he came to be called “Gerald” on campus -- not Gerry, as he’d been called for his entire life -- because his provost had the same first name.

“I gave up my identity for this man,” Whittington said with deadpan delivery. “And he never said ‘thank you.’ “

These little barbs between CFO’s and provosts may seem like insignificant banter -- a staple of conference fair -- but the good spirited ribbing speaks to what each of the pairs described as an essential ingredient in their relationships: humor.

“This is the only way to survive in these jobs,” said Ronald Troyer, provost at Drake University. “You have to maintain your sense of humor.”

Obviously the next year won’t be sunshine and roses for CFO’s and provosts who must cut budgets. At most institutions, the two administrators will be at the crucible of difficult decisions that stand to shape their universities for years to come. But to hear it from Sunday’s presenters, the painful decisions can bring them closer. In nearly a decade of working together, Troyer says he’s often sought comfort from Victoria Payseur, his vice president for business and finance.

“You don’t know how many times I called Vicky to vent,” he said. “I knew I couldn’t call the president to vent -- or at least I didn’t think it was wise.”

As with many relationships, Troyer says he and Payseur have ground rules: Vent all you want about subordinates, but not about the president. The same goes for trustees: Don’t talk about them behind the president’s back, Troyer said.

If the three pairs of provosts and CFO’s on the panel Sunday have disagreements, they weren’t terribly open about them during their presentations. Asked where they might have clashed, Troyer only volunteered that he’d once pressured Payseur to buy new carpet for her office, even though she thought it might look bad politically. Not exactly fireworks, to be sure. On the other hand, many see the coming year as a particular challenge.

One solution to building a better partnership? Live together. Each of the provost/CFO pairs stressed that it was important to have offices near each other.

“Gerald’s office is across the hall,” said Gerry Francis, provost at Elon. “I can keep an eye on him, and I know where the money is.”

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Comments on In Sickness and in Health

  • Provosts and Executive VPs
  • Posted by Sol Gittleman , University Professor at Tufts University on June 29, 2009 at 6:45am EDT
  • In my twenty-one years as Provost at Tufts University, I had very little interaction with the CFO; but, on a daily, often hour-to-hour basis, I interacted with the newest non-academic powerhouse in higher education: the Executive Vice-President, who had authority over all non-academic vice-presidents, including the CFO. This new position of the 1980s was defined by Frank Campanella at Boston College and Steve Manos at Tufts. Most vitally, the EVP had control over information technology at a time when trustees saw this as the greatest potential financial outlay in university history, and early on they wanted a non-academic to make the initial purchases, planning decisions, and develop the strategies that would allow for academic computing as well as the modernization of university technology. The Provost position came into American higher education in the 1950s, when the Presidents began fund-raising and there was a need for another university-wide academic officer. The Executive Vice-President came in the late seventies and early 1980s. These two positions re-defined administration in American universities.

  • Effective College Administration
  • Posted by George Patsourakos , Retired Administrator at Harvard University on June 29, 2009 at 2:15pm EDT
  • I believe that colleges and universities need to have a clear-cut written job description of each administrative position; consequently, there would be little if any conflict between the duties of the provost and the chief financial officer. To be sure, there may be some instances in which the duties of these two administrators overlap. In such a situation, the provost and chief financial officer should meet and agree on a harmonious solution of the decision that is made -- a decision that would be most beneficial for the college.

  • CFO/Provost relationship
  • Posted by Lee Boveroux on June 30, 2009 at 8:00am EDT
  • I attended this session, and found it to be both informative as well as entertaining. While at times each pair of participants could have alternatively be both Abbott and Costello, the fact is the barbs and humor are key to the successful working relationship of these points of the Golden Triangle (with the President at the top). In essence, it's how the relationship between program and finance work in any nonprofit.

  • More on the CAO/CFO Relationship
  • Posted by Marlene Ross , Senior Adviser, Center for Effective Leadership at American Council on Education on June 30, 2009 at 12:45pm EDT
  • ACE and NACUBO are cosponsoring a two-day seminar on this topic, July 29-31, 2009, in Washington, DC. Entitled "CAO and CFO Collaboration: Working Effectively in Difficult Times, " this workshop explores challenges that interfere with effective working relationships and identifies strategies to build strong relationships in this challenging environment. Humor included. More information can be found at http://www,acenet.edu/Content/NavigationMenu/ProgramsandServices/CEL/cabinet/cao_cfo.htm.