vice president for finance and administration position specification by pengxuebo

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									        Buffalo, New York


    VICE PRESIDENT FOR
FINANCE AND ADMINISTRATION




  POSITION SPECIFICATION



            Prepared by:
          Jane E. Courson
      Jon Derek Croteau, Ed.D.

          September 2011




                                 WITT / KIEFFER
University at Buffalo                                       Vice President for Finance and Administration


THE OPPORTUNITY

The University at Buffalo (UB), the State University of New York (SUNY), invites nominations
and applications for the position of vice president for finance and administration (VPFA). The
vice president reports directly to the president and is a key member of the senior leadership team,
working closely with the provost/executive vice president and other vice presidents to advance
the institution’s overall strategic objectives.

The vice president for finance and administration is a newly formulated position with primary
responsibilities that include oversight of strategic financial planning and analysis of resource use
and development; partnering in budget planning and oversight of budget implementation;
treasury and risk management; accounting, procurement and business services; internal audit;
facilities planning, construction and operations; human resource services; employee relations;
and environment health and safety services. The vice president also works with various internal
and external constituencies, particularly SUNY, the University at Buffalo Foundation, the SUNY
Research Foundation, the State University Construction Fund, and regional health care partners
and others to improve the overall effectiveness of the university’s financial and business
planning and operations. The vice president provides leadership for the institution’s ongoing
efforts to pursue innovative business solutions and to develop operating strategies that enhance
revenues and efficiency and lead to more cost-effective administrative practices.

UB seeks a collaborative and persuasive financial leader with a distinguished record of
outstanding professional service and accomplishment. The ideal candidate will have high-level
administrative leadership capacity, excellent communication and interpersonal skills, and the
ability to lead and implement change in a consensus-driven and proactive manner.

Applicants should possess significant experience as a senior executive in a higher education,
foundation, government or business organization of relevant size and complexity with financial,
business, capital planning, and project management responsibilities. Applicants should also be
familiar with a wide variety of financing and revenue generating techniques including public/
private ventures and partnerships, and a record of significant leadership and involvement in
planning and overseeing major construction and development projects in multi-campus locations
is desirable. Experience with academic health centers is also desirable in UB’s research
intensive environment, as is experience in dealing with local, state, and federal legislative and
regulatory processes as they affect public universities.

Founded in 1846, UB is a premier, research-intensive public university and one of the select
group of institutions forming the Association of American Universities. The university is the
largest, most comprehensive institution in the 64-campus State University of New York system.
With more than 29,000 students, the university offers more than 400 degree programs at the
bachelor, master’s, doctoral, and professional levels. UB’s annual revenues from all sources,
including university affiliates, were $1.2 billion in FY 2010, including $614 million in operating
revenues.

For further information about the University at Buffalo, please visit the website at:
http://www.buffalo.edu



WITT / KIEFFER                                                                                         1
University at Buffalo                                       Vice President for Finance and Administration


THE OFFICE OF VICE PRESIDENT FOR FINANCE AND ADMINISTRATION

The vice president for finance and administration reports directly to the president and is a key
member of the senior leadership team, working in close partnership with the team to plan and
implement the university’s overall strategic objectives. The vice president for finance and
administration will join a university culture that is both highly collaborative and consensus-
driven and one in which the ability to forge strong working relationships and partnerships across
divisions is particularly valued.

The vice president for finance and administration is a newly formulated role on the UB campus,
created as a result of careful consideration of campus needs, as well as a review of best practices
among peer institutions nationwide. The new position will realign several existing units –
including business services, facilities, human resources, employee relations and internal audit –
under the leadership of this vice president. The vice president will have oversight and
responsibility for the offices and departments within those divisions, including accounting,
business reporting and systems, procurement and travel services, treasury and risk management,
policy and internal control, facilities planning, design, construction and operations, real estate,
utilities, and environment health and safety services.

The finance and administration division plays a broad and principle role overall in advancing the
university’s mission by providing fiscal leadership, safeguarding financial assets and resources,
ensuring regulatory compliance and providing timely delivery of a wide array of business,
facilities and other services to internal and external constituents. The vice president is
responsible for a budget of approximately $39 million, and close to 800 staff members.

Additional but equally important responsibilities to be assumed by the new vice president
involve working closely with various internal and external constituencies and affiliated
organizations, including the SUNY system office, the State University Construction Fund, the
health system and medical campuses, the State Division of Budget, and other governmental and
community organizations related to financial, operational, human resource and capital matters.

The vice president also serves as an ex-officio member of the UB Foundation (UBF) Board and
on several UBF Board committees (Finance, Investment, Properties) and is the primary point of
contact for the UBF executive director and university leadership.

In addition, the vice president works with the University Planning Board to help develop the
formulation and implementation of UB’s capital development plans, in conjunction with a
Capital Planning office which reports to the provost/EVP. The VPFA is the primary university
financial liaison to the SUNY Research Foundation and provides operational guidance to the
campus Research Foundation Operations Manager (vice president for research).




WITT / KIEFFER                                                                                         2
University at Buffalo                                        Vice President for Finance and Administration


OPPORTUNITIES AND EXPECTATIONS FOR LEADERSHIP

Within the broad and demanding array of responsibilities associated with this position, the new
vice president will want to give particular attention to the following leadership challenges and
opportunities:

Develop a Strategic Partnership with the President and Provost
As UB prepares to launch its far-reaching and forward-looking comprehensive strategic plan, UB
2020, the need for strong financial planning in support of the institution’s strategic initiatives has
become increasingly clear. The constraints and uncertainties of the current economic climate
have also contributed to the sense that greater financial strength and acumen is needed on the
senior leadership team. The president and provost/EVP would welcome the financial expertise of
the VPFA to support and assist their efforts to analyze, evaluate and prioritize the viability of the
various long and short range strategic initiatives under consideration. More importantly, once
specific initiatives have been selected, the university will rely on its senior financial leader to
create and develop innovative funding options in identifying potential revenue sources and how
best to leverage them, including consideration of public-private partnerships and alliances with
other academic institutions, governmental agencies or non-profit organizations.

Provide Financial Expertise
The VPFA will play a central role in advancing the university’s financial initiatives through the
careful identification, use and stewardship of resources. As state support continues to be
constrained and the ability to significantly grow research revenues becomes more challenging,
the vice president will need to work closely and collaboratively with the provost/EVP throughout
the budget development process, offering advice and analysis as various budget scenarios are
considered. The vice president will be expected to play a key role in monitoring the university’s
decentralized budget and supporting the provost/EVP and other senior leaders and deans in
setting budget priorities, identifying and allocating resources, and working to develop
entrepreneurial alternatives that optimize funding options in support of the university’s academic
mission, research agenda and ambitious aspirations.

Participate in UB 2020 Implementation and School of Medicine Relocation
The vice president will have a central and critical role in the implementation of the university’s
long-range strategic vision—UB 2020—that will make strategic investments that support faculty
and the entire educational enterprise. UB 2020 is entering the first phase of implementation with
its plan to relocate the School of Medicine and Biomedical Sciences to the downtown Buffalo
campus, aided by $35 million in state capital funds. The implementation of phase I of the UB
2020 plan became a reality in June 2011 with the New York State legislature’s passage of the
pioneering NYSUNY 2020 legislation which established a 5-year tuition plan that ensures
predictable tuition revenues over that period. The medical school relocation phase of the UB
2020 plan (approximately $375 million), is part of an overall program that will result in a $655
million integrated Kaleida Health System/ UB facilities when completed. The VPFA will be
among the key group of senior leaders from the university, state, health system, governmental
and affiliated organizations who will be identifying the financing options and developing the
resources and revenue streams in support of this exciting and critically important endeavor.


WITT / KIEFFER                                                                                          3
University at Buffalo                                      Vice President for Finance and Administration




Advocate Proactively with Internal and External Constituents
The vice president plays an essential role in the creation and on-going cultivation of internal
collaborations with counterparts across the university and its affiliated organizations that
enhance UB’s ability to maximize resources and achieve objectives of mutual interest.
Similarly, the vice president is also the key contact responsible for engaging many external
constituents whose organizations are crucial to the success of the university’s endeavors.
Working with financial leaders in other academic institutions, state, local and non-profit agencies
and organizations, the vice president will be expected to model best practices and to pursue
strategic alliances that enhance and expand the collaborative partnerships that allow UB to
thrive.

Enhance Business Operations, Service Quality, Revenues and Efficiency
 A key and on-going expectation for the vice president is to create and foster an organizational
culture and infrastructure that supports operational excellence, delivers quality customer service
and promotes optimal efficiency. He or she will analyze current administrative practices in an
effort to develop and implement more effective and efficient procedures to enhance delivery of
services, as defined by current best practices and supported by measurable standards, and to
develop additional revenue to support the campus. The VPFA will also take a leadership role in
UB’s efforts towards SUNY campus administrative alliances to share some services and achieve
greater operational efficiencies.




WITT / KIEFFER                                                                                        4
University at Buffalo                                        Vice President for Finance and Administration


QUALITIES AND QUALIFICATIONS

The VPFA will play a significant role as a collaborative leader and strategic partner in shaping
the future of the University at Buffalo as an integral member of the senior administrative team
led by UB’s energetic and visionary president. To be an effective team member, the vice
president must be a consummate professional who will embrace positive change and work well
in a highly consultative environment within a culture of transparency and fiscal responsibility.
He or she will be a confident, high-energy leader, a superb communicator, and an innovative
thinker who focuses on both broad possibilities and opportunities as well as tangible results. In
addition, the vice president will understand and respect shared governance and be an advocate
for an environment that encourages teamwork, student success, inclusive decision-making and a
sense of community across the university.

To best serve the University at Buffalo, the ideal candidate will have many of the following
professional qualifications and personal characteristics:

        Substantial experience with and commitment to the education, research and service
        missions of a major public research university;
        The ability to function in a complex, high demand environment, managing multiple
        priorities simultaneously and accustomed to setting and achieving goals;
        Experience as a proven senior executive in a higher education, foundation, government or
        business organization of relevant size and complexity; evidence of vision, collaboration,
        as well as a service and entrepreneurial orientation in developing progressive business
        policies and practices;
        Ability to provide critical, conceptual and strategic thinking to important financial,
        academic and administrative issues across the university;
        Successful experience managing a large-scale organization of staff that includes financial
        services and facilities professionals;
        Proven ability to lead and manage a large and high-functioning program, including the
        capacity to generate and implement clear goals, procedures, systems and priorities across
        different areas;
        Exceptional communication skills in the service of conveying the strategic goals and
        objectives of finance and administration programs;
        Expertise in budget development and implementation, familiarity with a wide variety of
        financing techniques, financial and ratio analysis, debt management and bond issuance as
        well as familiarity with business and finance operations in a major academic health
        system;
        Familiarity with major construction, renovation and maintenance programs,
        understanding of facilities management, capital construction, real estate development,
        campus master planning, and business operations;




WITT / KIEFFER                                                                                          5
University at Buffalo                                        Vice President for Finance and Administration


        Record of significant leadership and accomplishment in planning, managing and
        implementing major business and financial systems, human resources, and knowledge of
        trends in enterprise resource planning and management;
        Ability to lead effectively across divisions, using collaboration and persuasion to guide
        decision-making and influence critical operations; a proven team player, with the ability
        both to advocate and to partner with others; as well as skill as a negotiator and experience
        reviewing and realigning systems, policies and personnel; and ability to lead in a
        unionized environment;
        Ability to crystallize complex financial information into lay terms and to effectively
        articulate the university’s financial vision, strengths, goals, and requirements to a wide
        range of audiences, both internal and external;
        Understanding of the political, social and economic factors shaping the future of public
        higher education, and the political skill to develop strong partnerships with SUNY, other
        universities and affiliated entities, and experience dealing with local, state, and federal
        legislative and regulatory agencies in ways that build trust and promote mutual benefit;
        Demonstrated commitment to embracing and enhancing diversity, affirmative action, and
        equal opportunity;
        Genuine commitment to the mission and values of the University at Buffalo;
        And, above all, the highest standards for personal and professional excellence and
        unquestionable integrity.

An undergraduate degree is required; an advanced degree in business administration, public
administration, health administration or other relevant field is preferred. In lieu of an advanced
degree, candidates with longstanding experience in comparable positions at institutions of similar
size and scope will be considered.




WITT / KIEFFER                                                                                          6
University at Buffalo                                       Vice President for Finance and Administration


UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK: AN OVERVIEW

                                                   Founded in 1846 as a private medical college
                                                   located in downtown Buffalo, UB joined the
                                                   public State University of New York in 1962 and
                                                   has grown to become the largest and most
                                                   comprehensive university in the SUNY system.
                                                   Widely regarded as SUNY’s flagship, and its
                                                   primary center for professional education and
                                                   training, the University at Buffalo was also the
first of the two public universities in the state to earn membership in the preeminent Association
of American Universities, one of only 61 research-intensive universities in the United States and
Canada to hold that distinction.

Academic excellence is the university’s first priority and
chief guiding principle. With a College of Arts and
Sciences, 11 professional schools (Architecture and
Planning, Dental Medicine, Graduate School of Education,
Engineering and Applied Sciences, Law, Management,
Medicine and Biomedical Sciences, Nursing, Pharmacy and
Pharmaceutical Sciences, Public Health and Health
Professions, and Social Work) plus a graduate division at
Roswell Park Cancer Institute, UB has the widest range of
academic programs of any public institution in New York or
New England.

UB enrolls more than 29,000 students and offers more than 400 academic programs at the
baccalaureate, masters, professional and doctoral levels in its 12 decanal units. The university is
also home to more than 100 research centers and institutes, and its current annual research
expenditures, including affiliated institutions, are approximately $350 million. UB’s libraries
hold 4 million volumes in seven major units and an exceptionally wide array of digital
information resources.

Located on an international border, the University at Buffalo is truly a global community of
scholars, ranking first in the nation among comprehensive public research universities in terms of
percentage of enrollment that is international. As one indicator of the university’s prominence in
internationalization, UB ranked among the top five U.S. research institutions in its production of
Fulbright Scholars for the 2010-11 academic year. UB has exchange programs with more than 75
universities around the world, and nearly 11% of UB’s students study abroad—a rate that is
approximately five times the national average.

                               The University at Buffalo also prides itself on its unity of
                               academic and athletic excellence. UB fields the only full Division
                               I-A athletics program in the SUNY system. The UB Bulls
                               compete in the Mid-American Conference (MAC) in 19 of their
                               20 sports, and have won conference or national titles or


WITT / KIEFFER                                                                                         7
University at Buffalo                                       Vice President for Finance and Administration


championships in the past three years in football, men’s basketball, women’s rowing, and men’s
and women’s tennis. UB’s student athletes also consistently earn conference-wide and national
recognition for their academic achievements, including Academic All-MAC honors and NCAA
recognition.

The Buffalo-Niagara region, home to 1.5 million residents, is the second-largest metropolitan
area in New York State. The university is a major presence and a true partner in the region. UB’s
three campuses are located in downtown Buffalo, in an historic neighborhood on the northern
edge of the city, and in suburban Amherst. UB’s workforce of over 7,000 full-time equivalent
employees, including almost 1,600 full-time faculty, makes it one of Western New York’s
largest employers. UB and its affiliated entities generate an estimated economic impact of $1.7
billion annually in the state and region. UB President Tripathi was recently named by Governor
Cuomo to co-chair the Regional Economic Advisory Council, a group of engaged citizen leaders
who will help the Western New York region compete for up to $1 billion in state funds to spur
economic growth.

MISSION STATEMENT
At the University at Buffalo, the tripartite mission of the public university – research, education,
and public service – is viewed not as separate or discrete elements, but as interdependent
endeavors continually informing and enriching each other. As a public research university, UB
values its institutional responsibility to bring the benefits of its research, scholarship, and
teaching excellence to the members of the local and world communities in ways that enhance
both the understanding of our world and the quality of life for all people.

UB’s mission comes to life through the expression of these core values:

                                      Academic Excellence. Academic excellence is evident in
                                      the combined intellectual and creative efforts of its faculty
                                      and students. University at Buffalo students are educated to
                                      expand the frontiers of knowledge in the arts, humanities,
                                      sciences, social sciences, and the professions for the benefit
                                      of our region and world.

                                      Research and Discovery. The complexity of the human
                                      condition requires a multidisciplinary approach to solving
                                      the most pressing issues of our time. Through exploring our
                                      world through a multidisciplinary lens, UB research,
                                      scholarship, and creative activities have a high social
                                      relevance and are connected to emerging fields of discovery.

                                      Leadership. The University at Buffalo leadership – faculty,
                                      staff, students - initiate change by applying knowledge and
                                      expertise to complex issues, by fostering a transparent
                                      climate of honesty, civility, and high ethical standards, and
                                      by ensuring responsible and accountable management of our
                                      resources – intellectual, human, and financial.


WITT / KIEFFER                                                                                         8
University at Buffalo                                       Vice President for Finance and Administration




    Diversity of Perspective. Valuing the importance of learning, working, and living in a
    community that embraces diversity of perspective, cultures, and religions, the University at
    Buffalo’s students, faculty, and staff represent our increasingly heterogeneous society.

    Globalization. The University at Buffalo continues to be the premier center for international
    education and exchange within SUNY, and one of the most globalized public research
    universities in the nation, as expressed through our international research collaborations and
    partnerships, and our international faculty and student body.

    Public Access to Public Universities. As a public university, it is UB’s institutional
    responsibility to ensure that we improve student access to university education. Through
    strengthening preK-12 education and through fostering stronger linkages between preK-12
    education and higher education, all members of our community will have the genuine
    opportunity to define and pursue their intellectual and life goals.

    Regional Economic Advancement. With its intellectual capital, the University at Buffalo
    impacts our regional economies by generating discoveries and innovations. The University
    at Buffalo also plays a significant role in educating the professionals who contribute to the
    economic and cultural vibrancy of our region, state, and nation.

THE UB 2020 PLAN
UB is implementing a long-range strategic vision—
known as UB 2020—focused on pursuing sustained
academic and research excellence, building greater
efficiency across campus operations, and expanding the
university’s engagement and impact locally as well as
globally.

UB 2020 is a roadmap that the University at Buffalo is following to realign resources and to
make strategic investments to support our faculty and the entire educational enterprise. In total,
UB 2020 provides an institutional context for making decisions at all levels of our organization,
including the investment in our university’s key academic priorities: innovation and rigor
throughout the undergraduate and graduate curricula; faculty teaching excellence; diversity of
faculty and students; translational and trans-disciplinary research innovation; global leadership in
research and education; regional and state economic engagement; and re-envisioning the
campus’ physical realm to fulfill the needs of 21st century learners, teachers, and researchers.

With the recent passage of the NYSUNY 2020 legislation, UB will be able to invest in faculty
growth across the academic disciplines. An important next phase in the implementation of the
UB 2020 vision is the relocation of the School of Medicine and Biomedical Sciences to the
downtown medical campus where it will be optimally situated in close proximity to UB’s major
healthcare and research partners in the region, aided by $35 million in state capital funds that
will be leveraged to complete the multi-million dollar project.

For more information, please click this link: http://www.buffalo.edu/ub2020/


WITT / KIEFFER                                                                                         9
University at Buffalo                                       Vice President for Finance and Administration


                               THE STATE UNIVERSITY OF NEW YORK (SUNY)
                               The State University of New York is the nation’s largest and most
                               comprehensive state university system, consisting of 64 campuses
                               including major research universities, health science centers,
                               comprehensive and technical colleges, and community colleges
                               committed to providing a broad range of outstanding academic
                               programs for students within New York and from around the
                               world.

SUNY enrolls more than 464,900 students, half of them in community colleges. The University
at Buffalo is one of four research centers in the SUNY system, along with the University at
Albany, Binghamton University, and the University at Stony Brook.

Nancy Zimpher was appointed chancellor of the SUNY system in June of 2009, coming to New
York from her previous position as president of the University of Cincinnati. Under her
leadership, SUNY has developed a far-reaching new strategic plan, The Power of SUNY.

SUNY is a significant force in higher education nationally with increasing global impact, as well
as a vital economic, social and cultural engine for the state of New York. The SUNY strategic
plan articulates six major themes to which SUNY will commit its energy and resources to
revitalize the economy of New York and enhance the quality of life for its citizens; SUNY and
the Entrepreneurial Century, the Seamless Education Pipeline, a Healthier New York, an Energy
Smart New York, the Vibrant Community, and SUNY and the World. The University at Buffalo
is already substantively engaged in each of these thematic areas, and will provide statewide
leadership within SUNY in the realization of the system’s strategic plan.

FINANCIAL RESOURCES
UB’s annual revenue from all sources, including university affiliates, is $1.2 billion in 2009/10,
including $614 million in operating revenue. The university relies on diversified revenue streams
and careful planning to mitigate the impact of the current budgetary challenges that are affecting
the nation and New York State. Through the implementation of a formal annual planning and
resource allocation process, the University at Buffalo is, in a systematic way, creating the
conditions to ensure that the university’s strategies stay relevant and aligned with its overarching
institutional objective of academic excellence. The strategic financial plan has four parallel
courses of action:
        the generation of new revenues,
        the judicious management of university expenses,
        strategic budget reductions,
        and the prudent utilization of central fund resources.

The implementation of the UB 2020 plan was significantly bolstered in late June 2011 by the
New York State legislature’s passage of the pioneering NYSUNY 2020 legislation, which will
provide UB with many of the tools needed to move forward with the next phase of the UB 2020
plan for academic excellence. A major outcome of the NYSUNY 2020 legislation is the


WITT / KIEFFER                                                                                        10
University at Buffalo                                       Vice President for Finance and Administration


                                    establishment of a rational 5-year tuition plan that ensures the
                                    university will have predictable tuition revenues over that
                                    time period—an outcome that enables the university as well
                                    as our students and their families to plan more effectively for
                                    the costs of higher education. In addition to enhancing
                                    educational excellence and access for our students, the
                                    revenues generated through these predictable tuition increases
                                    will provide critical resources for transformative investments
                                    in academic programs, new faculty hires, and financial aid.

HUMAN RESOURCES
The university’s faculty and staff are its most valued resources. The UB 2020 initiative has
featured numerous projects geared towards enhancing the quality of the work life at the
university and improving efficiencies in the delivery of human resource services. In 2008, UB’s
human resources program won the highest national award—the Excellence in Human Resource
Practices Award from the College and University Professional Association for Human Resources
(CUPA-HR). UB has been recognized by The Chronicle of Higher Education as a ―Great
College to Work For‖ for the past four years—since the beginning of The Chronicle’s annual
survey.

UB’s faculty and staff are organized into multiple bargaining units,
including United University Professions, Civil Service Employees
Association, New York State Public Employees Federation, Police
Benevolent Association of New York State, and the Graduate
Student Employees Union. UB also employs individuals through the
Research Foundation of SUNY, and the University at Buffalo
Foundation.

PHILANTHROPY
Private philanthropy provides additional fuel for the transformations envisioned in the UB 2020
plan. UB enjoys generous philanthropic support from alumni, friends, corporations, and
foundations. UB’s last capital campaign concluded in 2003, raising more than $292 million; the
university’s present endowment is nearing $500 million. The current focus of the development
effort is on building a sustainable major gifts program in anticipation of a new international
campaign to be rolled out under the leadership of President Tripathi.

The University at Buffalo Foundation manages the university’s endowment, with a very
successful record of investment returns that provide support for a wide variety of university
programs. The UB Foundation is a private, not-for-profit educational corporation that is
independent of the state and SUNY in the exercise of its fiduciary responsibilities. Its mission is
to support and promote the activities and programs of the university by managing the
university’s endowment, providing advice and counsel regarding philanthropy and fundraising,
managing gifts and grants on behalf of the university, providing a wide range of financial
services, developing and managing real property on behalf of the university and providing a
strong base of private-sector support for the university through the foundation’s trustees and



WITT / KIEFFER                                                                                        11
University at Buffalo                                      Vice President for Finance and Administration


directors. The executive director of the UB Foundation works collaboratively with the
university’s senior leadership in supporting the university’s priorities.

For more information, please follow this link: http://www.ubfoundation.buffalo.edu/

FACILITIES
Recognizing the key role that a vibrant 21st century physical campus environment plays in
enhancing education, research, and learning, UB is implementing a long-range plan for making
its North, South, and Downtown campus spaces more functional, beautiful, and sustainable. In
support of its ongoing pursuit of academic excellence, UB will continue to invest in creating
optimal teaching and learning, research, student services, and library facilities, as well as the
shared public spaces that are vital to fostering a robust campus community.

                                                       UB’s North Campus, located in the Buffalo
                                                       suburb of Amherst, is the university’s main
                                                       undergraduate campus. Academic units on
                                                       the North Campus include the College of
                                                       Arts and Sciences, and the schools of
                                                       Engineering and Applied Sciences,
                                                       Education, Law, Management, Pharmacy
                                                       and Pharmaceutical Sciences, and Social
                                                       Work. Opened in 1973, the North Campus
                                                       comprises almost 1,200 acres and 125
                                                       buildings, including a multi-venue Center
                                                       for the Arts, a substantial athletics and
                                                       recreation complex, 13 residence halls, and
five apartment-style student housing villages built since 1998. The North Campus houses over
6,000 students. Among its many athletic facilities, UB’s stadium provides an important
connecting point for the university, its alumni, and the community for athletic events and more.

                                                    Three miles to the south, on the northern
                                                    edge of the City of Buffalo, is the
                                                    university’s historical South Campus, which
                                                    houses the School of Architecture and
                                                    Planning, as well as the schools of Medicine
                                                    and Biomedical Sciences, Dental Medicine,
                                                    Public Health and Health Professions, and
                                                    Nursing. The School of Pharmacy and
                                                    Pharmaceutical Sciences will join the other
                                                    schools in the Academic Health Center on
                                                    the South Campus by 2012. The South
                                                    Campus is composed of 154 acres with 49
                                                    buildings. The campus is also home to the
UB Health Sciences Library, and 2 residence halls housing 800 students. The university’s
renowned Anderson Art Gallery is located in the residential neighborhood bordering the South
Campus.


WITT / KIEFFER                                                                                       12
University at Buffalo                                       Vice President for Finance and Administration




                                                     Over the past seven years, UB has seen a
                                                     rapidly developing third campus center in
                                                     downtown Buffalo, a manifestation of the
                                                     UB 2020 vision for the university’s future.
                                                     The focal point of UB’s downtown
                                                     presence is the Buffalo Niagara Medical
                                                     Campus, on which the new medical school
                                                     facility will be constructed. Currently on
                                                     the medical campus are the university’s
                                                     New York State Center of Excellence in
                                                     Bioinformatics and Life Sciences, Ira G.
                                                     Ross Eye Institute, and Clinical
                                                     Translational Research Center/Biosciences
Incubator (opening in April 2012), all co-located with health and life science partners that
include the Roswell Park Cancer Institute, the Hauptman-Woodward Medical Research Institute,
and the Research Institute on Addictions. The Educational Opportunity Center and the other
university units in the newly acquired UB Downtown Gateway building provide a wide array of
programs and services to the region’s urban and business communities.

As referenced above, under Governor Andrew Cuomo’s NYSUNY 2020 Challenge Grant, UB
will receive substantial capital funding to move forward with its plans to relocate the School of
Medicine and Biomedical Sciences to the downtown campus, where it will be ideally positioned
to collaborate with area hospitals and health sciences partners in pursuit of enhanced research
excellence, improved health care for Western New York, and a thriving innovation economy.

LIBRARIES
With seven major libraries, the University at Buffalo
Libraries offer comprehensive resources in support of
the university’s teaching, research and service missions.
As the largest library system within SUNY, the UB
Libraries are home to more than 4 million print volumes
and 6 million microforms. The libraries’ Web portal
provides access to more than 95,000 full-text electronic
journals and 675,000 electronic books as well as
databases and statistical sources. The libraries receive
more than 3.5 million in-person visits and more than 3
million hits to their websites annually. The University
Libraries are members of the prestigious Association of
Research Libraries, the top 125 research libraries in
North America.

INFORMATION TECHNOLOGY
Information technology plays a principal role in supporting the UB 2020 agenda, by enabling the
campus to become more competitive for large grants, creating an environment where



WITT / KIEFFER                                                                                        13
University at Buffalo                                        Vice President for Finance and Administration


interdisciplinary and inter-institutional collaborations can flourish, providing infrastructure for
increasingly data-intensive disciplines and research, and enabling faculty to challenge students
with new and innovative learning experiences. UB understands that IT is not simply a resource to
be ―managed.‖ Appropriately invested in and directed, IT is a strategic asset to be leveraged for
broad and comprehensive change and strategic institutional advancement. Since 2004, UB IT has
engaged in an IT transformation project, achieving streamlining of critical processes and
improved performance, as well as more than $5 million in lowered costs to be reinvested in areas
of strategic focus in support of UB 2020.

THE BUFFALO / NIAGARA FALLS COMMUNITY
                                                    The Buffalo-Niagara region, home to 1.5
                                                    million residents, is the state’s second largest
                                                    major metropolitan area, exceeded only by
                                                    New York City. The region includes a diverse
                                                    blend of communities, each with its own
                                                    distinct personality, yet commonly
                                                    characterized by a distinctly neighborly way of
                                                    life, an unpretentious nature and spirited
                                                    loyalty among residents.

Buffalo’s own strong sense of community, easy lifestyle and affordability are why Forbes
magazine in 2010 rated Buffalo one of the top 10 U.S. cities to raise a family, ranking 4th best in
cost-of-living, 12th in quality of public education and ―best U.S. city‖ for commuting. Buffalo is
billed as the ―20-Minute City‖ for its lack of traffic delays and blissfully brief commutes. That
translates to an enhanced quality of life for the university’s faculty, staff and students, who enjoy
stress-free travel regardless of where they’re headed around the region.

Buffalo is also among the five most affordable housing markets in the United States; the median
price for a single family home is one-third lower than the national median. This and the fact that
the overall cost of living is 14 percent below the national average are two of many factors that
contribute to the region’s increasing recognition for its quality of life. The region also benefits
greatly from the presence of its 22 public and private colleges and universities.

The Buffalo area is rich in natural resources and beauty, and offers an impressive array of
cultural and recreational opportunities uncommon for a region of its size. Buffalo Niagara is a
four-season region that features the sunniest and driest summers of any major city in the
Northeast. Crisp, comfortable autumns produce some of the Northeast’s most vibrant foliage.
Temperate summers are a mecca for those who like to sail, fish, swim, run or bicycle and Buffalo
winters offer an array of outdoor recreational opportunities and festivals to celebrate the season.

For sports spectators and fans, the region is rich with teams to follow and cheer. In addition to
the UB Bulls, Buffalo fans have the NFL’s Buffalo Bills, the NHL’s Buffalo Sabres, Triple-A
baseball’s Buffalo Bisons, the National Lacrosse League’s Buffalo Bandits and the Women
Professional Soccer League’s Western New York Flash, featuring two standout players from the
recent women’s World Cup.



WITT / KIEFFER                                                                                         14
University at Buffalo                                      Vice President for Finance and Administration


Buffalo Niagara also is ideally located for easy access to many of America’s greatest cities. Only
an hour’s flight time from Buffalo-Niagara National Airport (from which there are more than
100 nonstop daily flights) are New York City, Boston, Philadelphia, Chicago and Washington,
DC.

Not far across the United States-Canada border is Toronto, less than a two-hour drive from
Buffalo. The cultural, entertainment and financial capital of Canada, Toronto is also the
country’s largest city, with more than 4.7 million residents in the greater Toronto area.

For more information about the many factors that make the Buffalo-Niagara, and Western New
York as a whole, among the country’s best kept secrets, be sure to visit:
http://www.buffalo.edu/about_ub/the-buffalo-niagara-region/a_border_city1.html




WITT / KIEFFER                                                                                       15
University at Buffalo                                               Vice President for Finance and Administration


PROCEDURE FOR CANDIDACY

Inquiries, nominations, and applications are invited. Applications should include a cover letter,
resume, and the names of five references. To be assured full consideration, applications should
be received by October 10, 2011; recruitment will continue until the position is filled. The
search will be conducted with a commitment of confidentiality for candidates until finalists are
selected. Candidates will be informed before references are contacted. The anticipated start date
is early 2012. All correspondence relative to this search should be emailed to:

                                     UBuffaloVPFA@wittkieffer.com

Confidential inquiries or questions may be directed to the Witt/Kieffer consultants supporting
this search, Jane Courson (508-257-0109) and Jon Derek Croteau (585-662-5403).

Materials that cannot be sent by email may be mailed to:

                             Vice President for Finance and Administration
                                         University at Buffalo
                                            c/o Witt/Kieffer
                              Attn: Jane Courson and Jon Derek Croteau
                              25 Burlington Mall Road, 6th Floor, Ste 605
                                     Burlington, MA 01803-4154



The University at Buffalo is an equal opportunity/affirmative action employer dedicated to the
goal of building a culturally diverse and pluralistic university community committed to
teaching and working in a multicultural environment. Potential applicants who share this goal
are encouraged to apply.


  The material presented in this Leadership Statement should be relied on for informational purposes only. This
material has been copied, compiled, or quoted in part from University at Buffalo documents and personal interviews
     and is believed to be reliable. Naturally, while every effort has been made to ensure the accuracy of this
                     information, the original source documents and factual situations govern.




WITT / KIEFFER                                                                                                  16
University at Buffalo                                      Vice President for Finance and Administration


APPENDIX I:

President Satish K. Tripathi
Internationally recognized as an accomplished researcher and transformative higher education
leader, Dr. Satish K. Tripathi was appointed the 15th president of the University at Buffalo on
April 18, 2011.
                                    Dr. Tripathi, who served as UB’s provost and executive vice
                                    president for academic affairs from 2004-2011, was one of
                                    the principal creators of the UB 2020 strategic plan to
                                    achieve academic research excellence, and has led the
                                    university to achieve significant growth in research and
                                    scholarly activity, enhanced student quality and diversity,
                                    and an expanded international presence. Building on this
                                    strong foundation, Dr. Tripathi’s vision for UB’s future
                                    focuses on moving the university into the highest ranks of
                                    the nation’s leading research universities through expanding
                                    its reach and impact locally as well as globally.
As Provost, Dr. Tripathi led the recruitment of many prominent faculty to the university and
oversaw a significant increase in the number of faculty hired to develop and enhance strengths in
key areas of research and scholarly activity. As a result, the university achieved substantial
increases in research expenditures and federally awarded research grants, putting UB in league
with the top national research universities in the United States.
Under Dr. Tripathi’s leadership, the academic profile of UB’s undergraduate and graduate
students has improved significantly, as the university enrolled its most academically talented
freshman class in each of the past three years. Dr. Tripathi also led efforts to enrich the
educational experiences of UB undergraduate students by introducing programs designed to
provide them with opportunities to engage in learning and research with UB’s top faculty. He
also oversaw development of new learning and library facilities on campus, and new ―living-
learning environments‖ within the new John & Editha Kapoor Hall, Barbara and Jack Davis
Hall, and William R. Greiner Hall, all constructed as part of ―Building UB,‖ the university’s
comprehensive physical plan.
Tripathi also led a strategic planning process for UB’s international programs that has led to
significant expansion of the university’s international presence and the continued globalization
of its three Western New York campuses. He signed a memorandum of understanding in 2005
with Indian Prime Minister Manmohan Singh to establish the Indo-U.S. Inter-University
Collaborative Initiative in Higher Education and Research. This memorandum led to a
partnership between UB and Amrita University on collaborative activities that include dual-
master’s-degree programs in management and computer science. UB’s educational programs in
Singapore, in partnership with the Singapore Institute of Management, also experienced
significant growth under Dr. Tripathi’s leadership.



                                                                                                      1
University at Buffalo                                    Vice President for Finance and Administration


Prior to joining the UB community in 2004, Dr. Tripathi served as dean of the Bourns College of
Engineering at the University of California-Riverside from 1997-2004. Previously, Dr. Tripathi
was a professor in the Department of Computer Science at the University of Maryland, where his
19-year tenure on the faculty included serving as chair from 1988-95. He also has held visiting
professorships at the University of Paris-Sud in France and the University of Erlangen-
Nuremberg in Germany.
The first international-born president in UB’s history, Dr. Tripathi graduated top of his class
from Banaras Hindu University in India. In addition to a doctorate in computer science from the
University of Toronto, he holds three master's degrees—one in computer science from the
University of Toronto and two in statistics from the University of Alberta and Banaras Hindu
University. He was awarded the honorary doctorate of sciences from the prestigious Indian
Institute of Information Technology, Allahabad, the university’s highest degree.
A fellow of the IEEE and the American Association for the Advancement of Science, Dr.
Tripathi has published more than 200 scholarly papers, supervised more than 30 doctoral and
postdoctoral students and served on program committees of numerous international conferences.
An active leader in the regional community, he is a member of the board of directors of the
Buffalo Urban League and was recently appointed by Governor Cuomo as co-chair of the
Western New York Regional Economic Development Council.




                                                                                                    2
University at Buffalo   Vice President for Finance and Administration




APPENDIX II:




                 8/11
University at Buffalo   Vice President for Finance and Administration
WITT/KIEFFER                                                         Leaders Connecting Leaders




Witt/Kieffer is the nation’s leading executive search firm dedicated to serving education, health
care, and not-for-profit communities nationwide. Our mission is to identify outstanding leadership
solutions for organizations committed to improving the quality of life. Witt/Kieffer has served
more than 800 colleges and universities, as well as community, cultural, and service organizations.
We focus on searches for presidents/chancellors; provosts; vice presidents for advancement,
finance, student affairs, enrollment management, and technology; deans; and directors of major
service/academic units.




                                For this search, direct e-mail to:
                               UBuffaloVPFA@wittkieffer.com




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