Governance and Funding of U.S. Higher Education

At the request of the Universities Finland (UNIFI), the Fulbright Center organized a Study Tour for the Finnish University Presidents to the United States between Mach 28 and April 1, 2011 on the theme of Governance and Funding of U.S. Higher Education.

Study Tour Impressions:


Links related to the Study Tour:

Background and Current Discussion

Recent Articles in the Chronicle of Higher Education

North Carolina, Current Topics

Finances and Funding

Recent Articles in the Chronicle of Higher Education

Strategic Planning

Boards and Presidents

Examples of U.S. Universities' Organizational Charts

Finnish Higher Education Experts USA Study Tour 2011: "Governance and Funding of U.S. Higher Education"

March 28th - April 1st, 2011
North Carolina

The Study Tour material is available on this page.


 

Purpose:

This delegation of Finnish University Presidents searches for best-practices in governance and funding of U.S. higher education. Specifically, participants will visit institutions in North Carolina to discuss about financial and leadership structures, strategic planning and decision-making processes and the management and governance of the universities. The group will learn about the American system from expert speakers and through direct observation at private and public universities. The seminar will focus on comparing U.S. and Finnish strategies of university governance and funding and identifying possible applications of the American practice to the Finnish system. There are 14 members in the delegation.

Agenda:

Participants will travel to North Carolina for a five-day higher education leadership seminar. The program will consist of a day-long introductory workshop, five site visits to public and private universities in North Carolina, and two debriefing meetings.

Day One: Monday, March 28

Opening Workshop: Grand Terrace West Conference Room, The Franklin Hotel

8:00am-9:00am Breakfast & Welcome; Introductions

  • Shannon Harrison, Assistant Director, Institute of International Education
  • Terhi Mölsä, Executive Director, Fulbright Center Finland
  • Lauri Lajunen, Chair, Universities Finland (UNIFI)

9:00-10:30am Rara Avis in Terris: Contemporary U.S. Higher Education

  • US Higher Education and the Future Skills and Research Needs – Trends, Challenges and Responses
  • Dr. Gilbert Merkx, Director of International and Area Studies, Duke University

10:30-10:45am Break

10:45-12:15pm Strategic Management of U.S. Higher Education: the Presidential Perspective

  • How do universities implement a strategic planning process?
  • Are policies developed top-down, or bottom up?
  • Incorporating academic freedom into the institution's strategic plan
  • Fostering cohesion and buy-in from faculty
  • Dr. James J. Duderstadt, President Emeritus and University Professor of Science and Engineering, University of Michigan; Member of NRC’s Committee on Research Universities

12:15–1:15pm Lunch

1:15-2:45pm Economics of U.S. Higher Education - Fiscal Management of U.S. Higher Education

  • Correlation between quality and allocation of funds
  • Research dollars
  • Endowments and capital campaigns
  • Fundraising and alumni giving
  • Dr. D. Bruce Johnstone, Distinguished Service Professor of Higher and Comparative Education Emeritus, State University of New York at Buffalo

2:45-3:00pm Break

3:00-5:00pm Strategic Management in Practice: An Inside Look at Faculty and Academic Policies and Priorities at Three Universities

  • Assessing quality education & research
  • Strategic management in relation to quality and allocation of funds
  • Tenure track
  • University cooperation
  • Dr. Arlene E. Carney, Vice Provost of Faculty and Academic Affairs, University of Minnesota
  • Dr. D. Bruce Johnstone, Distinguished Service Professor of Higher and Comparative Education Emeritus, State University of New York at Buffalo
  • Dr. Gilbert Merkx, Director of International & Area Studies, Duke University

Day Two: Tuesday, March 29

Morning: Site visit to Wake Forest University, Reynolda Hall, Autumn Room
Afternoon: Site visit to North Carolina School of the Arts, Eisenberg Hall, Hanes Common Building, Ground Floor

Wake Forest University

10:00am Welcome & Introductions

10:15 – 11:00am Strategic Management in Relation to Academic Freedom Strategic Planning Process and Implementation (Allow time for Q & A)

11:00am Break

11:30 – 12:15pm An Inside Look at the Tenure Track System

  • Dr. Rebecca Thomas, Office of the Dean of the College, Associate Dean for Faculty Development, Professor of German

12:15 – 1:00pm Strategic Management in Relation to Quality and Allocation of Funds - The Balance of Research and Teaching

University of North Carolina School of the Arts

1:30-2:30pm Lunch & Introduction

University of North Carolina School of the Arts Trumpet Quartet Performance

2:45-4:00pm Meet with Executive Council

  • David P. Nelson, Chief Academic Officer/Provost
  • Suzanne Hilser-Wiles, Chief Advancement Officer
  • George Burnette, Chief Operating Officer
  • Jim DeCristo, Director of Economic Development and External Affairs

Day Three: Wednesday, March 30

Morning: Site visit to NC State, Winslow Hall Conference Room
Afternoon Midway Seminar & Debriefing: Grand Terrace West Conference Room, The Franklin Hotel

North Carolina State University

8:45-9:00am Coffee and Welcome to North Carolina State University

9:00-9:45am Strategic Planning and Management at NC State

  • Dr. Warwick Arden, Provost and Executive Vice Chancellor
  • Dr. Margery Overton, Chair of Faculty Senate & Co-Chair, Strategic Planning Committee

9:45-10:30am Faculty Development and Promotion

  • Dr. Betsy Brown, Vice Provost for Faculty Affairs

10:30-11:15am University Cooperation

  • Mr. Michael Bustle, Associate Vice Provost for International Affairs and Director, Office of International Services and Global Training Initiative

Afternoon Midway Seminar and Debriefing

12:30pm Working Lunch

1:00pm-2:30pm Alumni relations, Communications, Development & Marketing: Best Practices

  • Brief introduction to CASE
  • How do universities find stakeholders that provide funding?
  • How do they do fundraising?
  • Structure and function of the Development and Alumni Offices
  • Best practices for working with Alumni
  • Best practices for soliciting grants & obtaining funding from outside sources
  • John Lippincott, President, Council for Advancement and Support of Education (CASE)

2:30-4:00pm Working with Governing Boards: Best Practices

  • Brief introduction to AGB
  • Boards of Trustees: What is their role? How are they selected? How are they structured? How long are the terms? How large are the Boards? What is the relationship between the President and the Board?
  • Best practices for working with the Board of Trustees
  • Richard D. Legon, President of the Association of Governing Boards of Universities and Colleges (AGB)

4:00-4:15pm Break

4:15-5:15pm Midway Debriefing

Facilitators:

  • Lauri Lajunen, Chair, Universities Finland (UNIFI)
  • Terhi Mölsä, Executive Director, Fulbright Center Finland

Day Four: Thursday, March 31

Morning: Site visit to UNC Greensboro, The Chancellor's Board Room, Mossman Building
Afternoon: Site visit to University of North Carolina, 105 South Building

University of North Carolina, Greensboro

9-9:30am Welcome and Introductions

  • Dr. Linda P. Brady, Chancellor

9:30am-12:00pm A Close Look at Governance and Funding at UNC Greensboro: A Roundtable Discussion

  • Dr. David H. Perrin, Provost and Executive Vice Chancellor
  • Dr. J. Alan Boyette, Vice Provost
  • Dr. Rebecca Adams, Associate Provost for Planning and Assessment

University of North Carolina, Chapel Hill

2:00-5:00pm Governance and Funding Roundtable

  • Dr. Bruce Carney, Executive Vice Chancellor and Provost
  • Dr. Ronald Strauss, Executive Associate Provost and Chief International Officer
  • Dr. Carol Tresolini, Associate Provost for Academic Initiatives
  • Dr. Dwayne Pinkney, Associate Provost for Finance and Academic Planning

Day Five: Friday, April 1

Morning: Closing Workshop, Grand Terrace West Conference Room, Franklin Hotel, and Closing Brunch

8:00am – 10:30am Wrap-up Discussions:

Part I: Study Tour Evaluation
Part II: Observations of Governance, Funding, and Strategic Planning Processes in U.S. Higher Education

Facilitators:

  • Terhi Mölsä, Executive Director, Fulbright Center Finland
  • Lauri Lajunen, Chair, Universities Finland (UNIFI)

10:30 - 11:30am Closing Brunch