12:10 – 1 p.m. CT: M365 Security: Dangers of the Default Configuration, and an update on GLBA
Microsoft 365 continues to dominate a large sector of the market providing a full range of business and productivity services. While M365 default security settings offer users layers of protection, every institution must consider these configurations in relation to their specific needs. We will discuss the underlying default security issues that exist and key configurations every institution needs to know to make their Microsoft 365 environment safer.

The updated GLBA requirements compliance date has been extended. However, this does not mean that there are not requirements that you should be in compliance with today. During this session we will revisit the requirements, note the exceptions, and identify the requirements that are still due based on the original due date of December 9th, 2022.

Learning objectives:

• Recognize Microsoft is not responsible for configuring your M365 environment securely
• Describe key areas of data security concerns in Microsoft 365
• Identify GLBA requirements and how that will impact your preparation 

Recommended CPE 1 credit Information Technology 

1:10 – 2:00 p.m. CT: Navigating Higher Education Compliance
Both public and private institutions are required to navigate a complex compliance landscape that touches a broad range of rules and regulations. From correct filing of 1099’s and other information returns to appropriate classification of employees and independent contractors, this session will cover compliance topics specific to higher education such as potential compliance implications from your institution’s activities abroad; income classification for payments made to students, faculty, and staff; nonresident alien compliance and reporting; taxation of tuition remission; the private college endowment excise tax; common sources of unrelated business income in higher education; and more.

Learning objectives:

• Identify compliance and risk areas that have an impact on higher education institutions
• Review methods for assessing and prioritizing risks and establishing a compliance plan for your institution
• Identify who needs to be involved outside of the finance and administration offices to work toward meeting your institution’s compliance initiatives  

Recommended CPE 1 Credit Taxes 

2:05 – 2:55 p.m. CT: Transforming Business Processes in Higher Education
This session will describe how business offices can integrate technology into processes, operations, user experience, and even culture to solve problems, simplify work, and improve business practices.

Learning objectives:

• Describe why it’s important to modernize and streamline
• Identify the elements of success — and the challenges 
• Identify examples of how institutions are transforming business processes

Recommended CPE 1 credit Information Technology