Continuing Education Administration
- Books
- Using Financial Information in Continuing Education, Accepted Methods and New Approaches, Phoenix, Arizona: 1997 American Council on Education/Oryx Press, (309 pages). Awarded the Philip E. Frandson Award by the University Continuing Education Association, April 1997.
- Effective Budgeting in Continuing Education, San Francisco: 1985 Jossey-Bass Publishers, (476 pages). Honorable mention, Philip Frandson Award, NUCEA, 1987.
- Book Chapters
- “Adult Degree Programs: How Money Talks and What It Tells, Developing and Delivering Adult Degree Programs, edited by James P. Pappas and Jerry Jerman, San Francisco: 2004, Jossey-Bass (61-71).
- Journal Articles
- “Notes on Financing University Distance Education,” Continuing Higher Education Review, Vol. 65, 2001, 89-97.
- “From Cash Cow to Golden Goose: Measuring and Reporting the Economic Impact of Continuing Education’s Continuing Higher Education Review,” Spring 1995, Vol. 58, No 3, 27-41.
- “Portfolio Management in Program Planning,” Continuing Higher Education Review, Autumn 1988, Vol. 52, No. 3, 123-132.
- “Managing Continuing Education: A Briefing for University Administrators,” Journal for Higher Education Management, Winter/Spring 1987, Vol. 2, No. 2, 43-51.
- “Living and Learning with Inflation: How to be a Winner,” Continuum, Journal of the National University Continuing Education Association, April 1981, Vol. XLV, No. 3.
- Other Publications
- Book Review in Continuing Higher Education Review, 57, 1 and 2, 1993: “Students of the Third Age: University/College Programs for Retired Adults.”
- “Course Budgeting: Balancing Rewards and Risks,” November 6, 1985. ERIC ED 262 187.
- “Theory, Method, and Appropriateness in Adult Education Research,” Proceedings of the Twenty-First Annual Adult Education Research Conference, May 1980, Vancouver, British Columbia.
- “A Survey of Certain Characteristics of Enrollees in Courses Offered by University Extension, University of California, Berkeley, in the Fall, 1976 Term,” ERIC ED 192 512.
- Seminars & Paper Presentations
- “Managing Global Partnerships,” presented at the UCEA annual meeting, April 13, 2007, Vancouver, Canada.
- “Program Financial Planning for Effective Decision-Making” and “Preparing a Business Plan for a New Program.” Webcasts presented by the University Continuing Education Association, January 2007.
- “Collaborating with Competitors—Real or Potential,” presented at the UCEA Executive Assembly, Chicago, September 14, 2006.
- Realizing the Potential of Strategic Partnerships: Issues and Organizational Structures. Presented at the UCEA Management Seminar, “Covering Your Bases” February 16, 2006, Sarasota, FL
- Developing the Economical Management Practices that Anticipate the Unexpected. Presented at the UCEA Summer Institute for Continuing Education Professionals, Boston, July, 2004.
- Approaches to CE Financial Management. Presented at the UCEA Summer Institute for Continuing Education Professionals, Boston, July, 2003.
- Meeting Business School Administrative and Financial Challenges and Opportunities. Presented at the AACSB International Finance and Administrative Conference, December 3, 2001, San Antonio, TX.
- Budgeting Fundamentals of Course Financial Management, a professional development module presented at the UCEA national meeting, April 2001, Philadelphia, PA.
- Choosing For-Profit Partners: Which ones are for Real? Presented at the Annual Meeting of the National Association of State Universities and Land Grant Colleges, November 14, 2000, San Antonio, Texas.
- Budgeting Fundamentals of Course Financial Management, a professional development module presented at the UCEA national meeting, April 2000, San Diego, CA.
- Continuing Education and Higher Education: A Professional Development Module. Presented at the 1999 UCEA Executive Assembly, September 11, 1999, Chicago, IL.
- Adjusting Traditional Continuing Education Financial Systems to Meet New Managerial Paradigms. Presented at the University Continuing Education Association annual meeting, April 13, 1997, Louisville, Kentucky.
- Global Partnerships: The Benefits of International Programming. Presented at the University Continuing Education Association annual meeting, April 12, 1997, Louisville, Kentucky.
- Using Modern Information Feedback Systems and Creating Financial Structures to Support Continuing Education. Presented to the University Continuing Education Association, February 16-17, 1997, New Orleans, Louisiana.
- Knowing and Getting What You Need from Your Financial Information Systems. Presented at the Association for Continuing Higher Education, annual conference, October 28, 1996, Palm Desert, California.
- Continuing Education Financial Management Systems: Getting and Using What You Really Need. Presented at the Barcelona European Universities Summer School, July 1996, Barcelona, Spain.
- Rising to the Challenges of the New Higher Education Market Place, a Deans and Directors preconference institute presented at the UCEA national meeting, April, 2000, San Diego, CA.
- Stepchild, Buffer, Conscience, Scout: The Role of Extension in UC’s History. Presented at the Center for Studies in Higher Education, March 7, 1995, Berkeley, California.
- Activity Based Costing and Multidimensional Budgeting. Presented at the 22nd Annual LERN Conference on Lifelong Learning Programming, November 3, 1994, Boston, Massachusetts.
- Knowing (and Getting) What You Really Want from Your CE Management System. Presented at the NUCEA Summer CEO Seminar, July 19, 1994, Boston, Massachusetts.
- Planning Financial Success. Presented at the LERN 21st annual conference on class programming, December 2, 1993, San Francisco, California.
- Elements of Responsible Financial Management. Presented at the NUCEA Summer Seminar for Continuing Education CEOs, July 19-22, 1992, Portland, Maine.
- Planning Conference Finances: How to Make the Budget Process Work for You. Keynote address at the annual conference of the Conferences and Institutes Division of the National University Continuing Education Association, December 4-7, 1991, Chicago, Illinois.
- Budgeting in Continuing Education. Presented at the Joint Regional Conference of Regions VI and VII of the National University Continuing Education Association, October 10, 1991, Oakland, California.
- Issues in Continuing Education Financial Management. Presented at the National University Continuing Education Association Seminar for Continuing Education CEOs, July 16, 1991, Oakland, California.
- Organizing and Budgeting Continuing Education. Workshop sponsored by the Kansas City Regional Consortium for Higher Education, September 21, 1990, Kansas City, Missouri.
- Media Budget Planning. Presented at the spring meeting of the Consortium of College and University Media Centers, May 27, 1990, San Francisco, California.
- The Role of the Business Officer. What Deans Think It Is; What It Really Is. Panel discussion presented at the National University Continuing Education Association 75th Annual Conference, April 30, 1990, New Orleans, Louisiana.
Online & Distance Education
- Other Publications
- “Use of the Internet and Higher Education: Likely Future Trends,” CSHE@50: A Reflection and Prospectus on Globalization and Higher Education. December 2007. Edited by C. Judson King and John Aubrey Douglass. 22. Article Available (PDF)
- “Opening the Gate on Learning Pathways - The Next Frontier in the Open Educational Resource Movement,” Continuing Education, University of California, Irvine, Summer 2008. Paper Available (PDF)
- “Distance Education: Its Concepts and Constructs,” Journal of Veterinary Medicine, 34(3) 2007.
Paper Available (PDF)
- “Internet as Teenager In Higher Education: Rapid Growth, Transformation, Uncertain but Bright Future,” University
of California Berkeley Center for Studies in Higher Education: Research & Occasional Papers Series CSHE.X.07, June 2007. Paper Available (PDF)
- “The Open Education Resources Movement: Current Status and Prospects,” Association of Pacific Rim University, conference proceedings, Fall, 2006.
- “The Department Encounters Open Educational Resources” The Department Chair, Winter, 2006, 16-18.
- “Viewpoint: Open Courseware is Here. Where are You?” University Business, August, 2005, 29-30.
- “Developing a Conceptual Framework and Vocabulary for E-Learning,” University Teaching As E-Business? Research and Policy Agendas, Selected Conference Proceedings, Center for Studies in Higher Education, edited by Diane Harley, Shannon Lawrence, Sandra Ouyang, and Jenny White, 2002, 5-12.
- “A Dean’s Perspective of Online Education at UC,” University of California, Teaching Learning and Technology Center, June 2002. Article Available
- Seminars & Paper Presentations
- “OpenCourseware,” presented at UC 21st Century Teaching Technologies: Past, Present and Future. Davis, California. June 20, 2008. Presentation Available (PDF)
- “Partnering and Collaboration in 2020,” presented at the National University Technology Network annual meeting. Park City, Utah. June 9-11, 2008. Presentation Available (PDF)
- “OpenCourseWare,” presented at the National University Technology Network annual meeting. Park City, Utah. June 9-11, 2008. Presentation Available (PDF)
- “Learning a new Composition: Adult Learners in and Era of Open Access,” presented at the UCEA annual meeting, New Orleans, March 28, 2008
- “Transformation and the Future of Internet Enriched Higher Education,” presented at the 2007 International Conference on Innovation, Design, and Entrepreneurship (IDEA 2007), Taichung, Taiwan, May 31, 2007. Presentation Available (500KB PDF)
- “Use of the Internet and Higher Education: Likely Future Trends,” presented at the Center for Studies in Higher Education 50th Anniversary Seminar, Berkeley, March 28, 2007.
- Strategies for Online Programs. Presented at the Program Directors Conference for the Certified Financial Planning Board, August 2, 2006. Santa Monica, CA.
- Beyond the Standards: Quality in Distance Education. Presented at the semi-annual retreat of the Western Association of Schools and Colleges (WASC), April 14, 2006, Irvine, CA.
- “Open Education Resources: Current Status and Prospects.” Presented at the Distance Learning and the
Internet Conference, November 8, 2006, Tokyo, Japan. Presentation Available (2.4MB PDF), Paper Available (94KB PDF)
- Open Educational Resources and the Community College. Presented at the annual meeting of the American Association of Community Colleges, April 25, 2006, Long Beach, CA. Presentation Available (2.6MB PDF)
- Regulation, E-Learning and the Changing Structures of Higher Education. A White Paper to Guide Discussion for the International Seminar Regulation of E-Learning: New National and International Policy Perspectives, November 16, 2005. Paper Available (67KB PDF)
- Open Content is Here. Presented at the UCEA National Meeting, Boston, April 1, 2005.
- LMS Use and Issues. Presented at the conference, OECD/CERI E-learning Case Studies in Post-secondary Education, March 30, 2004. Paris, France.
- Expectations, Experiences and Reality: International Views on E-Learning. Presented at Campus Innovation Hamburg, Germany, October 1, 2003.
- Alliances and Partnerships: Creating, Maintaining, and Assessing Value; and Shared Learning Objects: Why Hasn’t This Taken Off? Presented at the UCEA National meeting, Chicago, March 2003.
- Learning Management Systems (LMS); What They Are and Why They Are Important. Presented at the UCEA National meeting, April 2002, Toronto, Canada.
- How Partnerships in Online Learning are Being Formed. Presented at the UCEA Executive Assembly, November 2001, Chicago, IL.
- E-Learning as E-Business, the Structure of the Industry and University Responses. Also: Why a Dot.Com – Why Not? Lessons for Universities from the E-learning Dot-com World. Presented at the UCEA national meeting, April 2001, PA.
- The Web: It’s More Radical Than You Think. Presented at the 1999 National Association of State and Land Grant Colleges’ (NASULGC) annual meeting, November 9, 1999, San Francisco.
- What UC Managers Need to Know About Online Education. Presented at the 1999 UC Management and Leadership conference, June 7, 1999, San Jose, CA.
- Developing and Delivering High Quality On-line Courses for Access-Challenged Students. Presented at the Colloquium & Research Universities in the Era of Virtual Education, March 11, 1999, Center for Studies in Higher Education, Berkeley, California.
- Toward a Financial Model for the ALN Enterprise. presented at the Fourth International Conference on Asynchronous Learning Networks, November 14, 1998, New York, New York.
- Instructional Technology Seminar. Presented at the Center for Studies in Higher Education, 1995 - Present (Co-convener).
- Journal Articles
- “Spas Must Work with Educators to Make Spa Management a Real Profession,” Spa Business, Vol. 2, 2008, 9.
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Regional Economic Development
- Book Chapters
- “Organizing University Economic Development: Lessons from Continuing Education and Technology Transfer,” The University’s Role in Economic Development: From Research to Outreach, edited by James P. Pappas, San Francisco: 1997, Jossey-Bass (27-41).
- “The University Role in Regional Economic Development: Lessons for Switzerland from America,” Wandel im Tertiären Bildunggssektor (71-79), Herbst, Latzel and Lutz (Ed.), Hochschul-Verlag AG, Zurich, 1997.
- Journal Articles
- “Spinning Off in the United States: Why and How?” STI Review, Special Issue on Fostering High-tech Spin-offs: A Public Strategy for Innovation, Organization for Economic Cooperation and Development (OECD), No. 26, 2001, 97-119.
- “Redefining Competition in University Continuing Education,” Continuing Higher Education Review, Vol. 62, 1998, 71-74.
- Other Publications
- “Report on a Preliminary Survey of Economic Development Efforts of NASULGC Member Institutions,” December 1996.
- “The University Role in Regional Economic Development: Lessons for Switzerland from America” (See citation under “Book Chapters” above) and “Taking Stock of Taking Equity: The Last Frontier of University Technology Transfer,” Wandel im Tertiären Bildungssektor: Zur Position der Schwiez im Internationalen Vergleich, Proceedings from the EAIR Forum, August, 1995.
- “Colleges as Promoters of Economic Development,” opinion piece, Chronicle of Higher Education, 17 November, 1993, B1.
- Book Review in Planning for Higher Education, Summer 1992: “Technology in the Garden: Research Parks and Regional Economic Development.”
- Seminars & Paper Presentations
- Connecting Regional Economic Development Efforts with the Global Marketplace. Presented at the National Association of State Universities and Land Grant Colleges annual meeting, November 15, 2004, San Diego, CA
- Sustainability in a Changing Social context: How to Strengthen the Partnership Between Industry and Academia. January 29, 1999, Zurich, Switzerland.
- The University Role in Regional Economic Development: Lessons for Switzerland from America. Presented at the conference Zur Position der Schweiz im Internationalen Vergleich, August 1995, Zurich, Switzerland.
- Start-Up Equity Ownership: University Technology Transfer’s Last Frontier. Presented at the Third Annual International American Association of University Administrators conference, September, 1992, Innsbruck, Austria. (Paper published in proceedings, not presented.)
- The Role of Continuing Education in University Technology Transfer and Economic Development Efforts. Presented at the National Conference of the National University Continuing Education Association, April 21-22, 1991, Miami, Florida.
Technology Transfer
- Books
- Technology Transfer and the University, New York: 1990. Macmillan, (329 pages).
- Book Chapters
- “Institutional Changes for Transdisciplinary Research and Learning” The Encyclopedia of Life Support Systems, item E6-49-03. EOLSS Publishers Co., Inc., Oxford, U.K.
- “University Technology Transfer and the Problems of Conflict of Interest” Technology Transfer and Public Policy, edited by Yong S. Lee (95-109), Westport, Connecticut: 1997, Quorum Books.
- Journal Articles
- “Taking Stock of Taking Equity: The Last Frontier of University Technology Transfer, “Tertiary Education and Management,” 2:1, 1996, 31-40.
- “Technology Transfer and Public Policy: Lessons from a Case Study,” Policy Studies Journal, Summer 1994, Vol. 22, No. 2, 371-383. (Version of chapter in Technology and Transfer and Public Policy mentioned above.)
- Seminars & Paper Presentations
- Courses, Curricula, and Research Portfolios, New Frontiers in University Intellectual Property Management. Presented at the NASULGC Commission on Outreach and Technology Transfer summer conference, June 8, 2000, Washington, D.C.
- Spinning Off in the US. Presented at the OECD Workshop on Research-Based Spin-Offs, Organized by the Working Group on Innovation and Technology Policy, December 8, 1999, Paris, France.
- University Intellectual Property Management in the 20th Century: How Did We Get Here and Where Are We Going? Presented at the Conference on Research and Development and Economic Growth in the 20th Century, March 27, 1999, University of California, Berkeley.
- Taking Stock of Taking Equity: The Last Frontier of University Technology Transfer. Presented to the European Association of Institutional Research, August 1995, Zurich, Switzerland.
- Economic Research and Analysis and Issues in Technology Transfer, Patents, and Research Parks. Presented to the (NASULGC) Commission on Outreach and Technology Transfer, Strategic Working Conference, June 7-9, 1995, Washington, D.C.
- Transferencia de Tecnologia Universidad-Industria. Presented at the 15th annual conference of Instituto Argentino de Ejecutivos de Finanzas, October 10, 1994, Ushuaia, Argentina.
- Technology Transfer and Public Policy: Lessons from a Case Study. Presented at the Symposium - Technology Transfer and Public Policy: Preparing for the Twenty-First Century, October 30, 1993, Iowa State University, Ames, Iowa.
- Start-Up Equity Ownership: University Technology Transfer’s Last Frontier. Presented at the Third Annual International American Association of University Administrators conference, September, 1992, Innsbruck, Austria. (Paper published in proceedings, not presented.)
- Benchmark Models for Organizing University Technology Transfer and Relations with Industry. Presented at the annual conference of the Business, Industry, and Labor Division of the National University Continuing Education Association, January 31, 1992, Fort Lauderdale, Florida.
- The Role of Continuing Education in University Technology Transfer and Economic Development Efforts. Presented at the National Conference of the National University Continuing Education Association, April 21-22, 1991, Miami, Florida.
- Commercializing the University: The Practical Consequences of Overturning University Traditions, a paper presented at the annual meeting of the Association for the Study of Higher Education, November 2, 1990, Portland, Oregon.
- Technology Transfer at Berkeley. Seminar for Berkeley faculty and administrators in the Fall 1989 and Spring 1990 semesters, sponsored by the Center for Studies in Higher Education, directed by Professor Sheldon Rothblatt.
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