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CPAs & ADVISORS

BKD NATIONAL HIGHER EDUCATION GROUP

Jennifer Williams

BKD AT A GLANCE

National CPA and advisory firm, approximately 2,400 personnel including 260 partnersFounded in 1923Service areas:

AccountingAudit and assuranceTaxRisk managementTechnologyCorporate financeForensic and valuation servicesWealth management

34 offices located between Colorado and Pennsylvania

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BKD AT A GLANCE

Among the largest firms in the U.S.12th largest in the countryClients in all 50 states with operations or transactions in 104 countries4th consecutive year rated “Best of the Best” accounting firm” by INSIDE Public Accounting(2011, 2012, 2012, 2013)Recently group of partners provided training in China

1:5 partner-to-staff ratioDedicated & committed to serving the unique needs of public higher education clients

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HIGHER EDUCATION INDUSTRY FOCUS

Serve more then 100 private and public colleges and universitiesSpeakers and sponsors at national industry conferencesTax services – 990 ConnectConsulting opportunities

Academic Data AnalyticsIntegra ProtectInternal audit projectsNCAA AUP

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CONSULTING - INTEGRA PROTECT

Incident Management/Reputation – Hotline ServicesAssociation of Certified Fraud Examiners 2012 Report to the Nations – Higher Education #5Early detection – tip, generally found 12 monthsThird party hotline, anonymous monitored by BKD

Academic AnalyticsData miningAcademic honesty and integrity

IT Risk – Risk AssessmentGovernance IT Risk Assessment - Help leadership work with IT professionals & implement an integrate strategyGeneral IT Risk Assessment – High-level view of IT management’s controlsCompliance IT Risk Assessment – Help understand any potential gaps in IT controls

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UNMATCHED CLIENT SERVICE

Integrity First - Do what's right and advising our clients accordingly. At BKD, integrity always trumps economics—for us and for you. True Expertise - We’re proud of the intelligence, credentials and experience to evaluate, advise and deliver solutions for you. Professional Demeanor - Our advisors are true professionals in every sense of the word: appearance, manners, knowledge and ethics. You’ll find them personally committed to delivering results that work for you. Responsive Reliability - You can depend on BKD to do what we say we will do.Principled Innovation - You expect from your advisor creative, value-added advice that also is sound and ethical.

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BKD THOUGHTWARE: WEBINARS & INSIGHT TO STRENGTHEN YOUR TEAM

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BKD THOUGHTWARE: ROUNDTABLE EVENTS TO STRENGTHEN YOUR TEAM

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UPCOMING ROUNDTABLE

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Higher education business offices have experienced challenges when it comes to budgeting, strategic planning and aligning the two to achieve institutional goals. Sound forecasting, scenario-based methods and what-if analyses are crucial for institutions to achieve financial stability. Join BKD National Higher Education Group, along with representatives from Ohio Northern University, Tiffin University and the University of Kentucky, for a discussion of the current industry landscape. We’ll talk about why the old method of budgeting and financial planning should be left in the past and how some institutions are using forecasting and long-range planning to combat new challenges.

THANK YOU

FOR MORE INFORMATION // For a complete list of our offices and subsidiaries, visit bkd.com or contact:

Jennifer Williams, CPA // Directorjwilliams@bkd.com // 502.581.0435