Connecting State Financing Policy to Institutional Innovation

June 5-7, 2019 | Portland, OR

NGA Solutions: The Center for Best Practices had a meeting focused on transforming state postsecondary financing policies to support institutional change. The meeting brought together policymakers and higher education leaders from 15 states to learn from promising programs and policy models. The event was held in Portland, Oregon, on the afternoon of June 5 through noon of Friday, June 7 and explored the issues of state higher education funding, institutional adaptation and its input into planning, and incentive structures to support both institutional capacity and student success.

The objectives of the meeting were to exchange best practices across states and learn from subject matter experts on current postsecondary financing strategies; explore opportunities to create a comprehensive approach to state talent financing which integrates institutional input/feedback in implementation and review; and to examine strategies to invest in student outcomes, especially for adults, low income students, and students of color.


June 5

A Framework for Developing a Statewide Talent Finance Plan


  • Andrew Rauch, HCM Strategists

June 6

Focusing Squarely on Equity


  • Patrick Crane, Director, Office of Community Colleges and Workforce Development, Oregon Higher Education Coordinating Commission
  • Jessica H. Howard, Ph.D., Campus President, Portland Community College, Southeast
  • David McDonald, Associate Vice President for Public Affairs and Strategic Initiatives at Western Oregon University
  • J. Oliver Schak, Assistant Director for Higher Education Research and Data Analytics, The Education Trust

Institutional Involvement in Equity-Focused Outcomes-Based Funding


Concurrent Challenge Sessions
  • Andrew Rauch, HCM Strategists
  • Marty Alvarado, Executive Vice Chancellor, California Community Colleges, Chancellor’s Office
  • Ajita Menon, Senior Advisor to the Chancellor, California Community Colleges, Chancellors Office
  • Laura Metune, Vice Chancellor of Governmental Relations, California Community Colleges, Chancellor’s Office
  • Sheneui Weber, Vice Chancellor of Workforce and Economic Development, California Community Colleges, Chancellor’s Office

Strategies to Connect Human Services to Attainment: The Integration of State and Federal Funding Streams to Support Student Success


Breakout State Strategy Discussions
  • Jill O’Meara, Early Education Community Partnership Manager, Georgia Department of Early Care and Learning (DECAL)
  • Allison Setterlind, State Headstart Collaboration Director, Georgia Department of Early Care and Learning (DECAL)
  • Daniel Haun, Deputy Director, Self-Sufficiency Programs, Oregon Department of Human Services
  • Kate Kinder, Director, Career Pathways and Skills Training, Portland Community College
  • Mark Mitsui, President, Portland Community College
  • Gretchen Syverud, Director of Strategy Integration, Lumina Foundation
  • Rachelle Sharpe, Deputy Executive Director, Washington Student Achievement Council
  • Jodi Lewis, Director of Strategic Initiatives, Foundation for California Community Colleges
  • Randall Brumfield, Chief Academic Officer, Idaho State Board of Education

June 7

Collaboration and Communication with State Legislatures to Craft State Financing Policy


  • Ben Cannon, Executive Director, Oregon Higher Education Coordinating Commission
  • Ben Boggs, Program Principal-Higher Education, National Conference of State Legislatures (NCSL)
  • Cheryl Blanco, Vice President, Postsecondary Education, Southern Regional Education Board (SREB)

Attendees’ Contact Information

Additional Portland Meeting Resources

Reimbursement Form