DANIEL W. LANG

DEGREES

University of Toronto: Doctor of Philosophy, 1976

Wesleyan University: Master of Arts, 1969

Wesleyan University: Bachelor of Arts, 1966

HONOURS

General Motors Scholar, Wesleyan University

Dean‘s List, Wesleyan University, 1962-1966

National Forensic League New England Champion

Phillips-Exeter Teaching Fellowship

Root-Tilden Scholar, New York University School of Law

Association of Commonwealth Universities/Commonwealth Foundation Traveling Fellowship.

International Association of Universities Palgrave Prize Beijing Forum 2004

Laurentian University, Algoma University College, Honorary Member of the Senate.

Papal Order of Saint Gregory.

Arbor Award, University of Toronto.

"Incentive and Services for College Achievement: Evidence from a Randomized Trial," with J. Angrist and P. Oreopoulos, American Economic Journal: Applied Economics, October 2008. Social Sciences Research Network Top Ten research papers, 2008 and 2010.

University of Toronto Sports Hall of Fame

Canadian Federation of Teachers, Panel of Experts.

John McManus Award, Ontario University Athletic Association

Canadian Society for the Study of Higher Education, Distinguished Member Award

EMPLOYMENT HISTORY

GOVERNMENT OF ONTARIO:

Ministry of Advanced Education and Skills Development, 2016-2018, Special Advisor to the Deputy Minister;

Conseil de planification de l'université de langue française, Conseiller spécial 2017-2018.

UNIVERSITY OF TORONTO, 2013, Emeritus Professor

UNIVERSITY OF TORONTO, 1973 – 2013

Professor, Department of Theory and Policy Studies, Ontario Institute for Studies in Education

Senior Policy Advisor to the President

Professor, Division of Management , UT-Scarborough

Professor, Department of Geography, Faculty of Arts and Science

Professor, Victoria College

Academic Colleague, Council of Ontario Universities, 2006-2009

Visiting Professor, Fudan University, Shanghai, PRC, 2008

Visiting Professor, Wuhan University, Wuhan, PRC, 2008

Associate Chair, Department of Theory and Policy Studies, 2004; Coordinator, Program in Higher Education, 2002-2007.

Associate Graduate Faculty, Central Michigan University, 1998 -2005

Vice-Provost and Assistant Vice-President (Planning & Budget) and University Registrar, 1983-97: Chair, Budget Planning Secretariat; Chair Development Planning Secretariat; Chair, Accommodations and Facilities Directorate; Chair, President‘s Advisory Committee on Archives and Records Management.

Professor, Division of Management and Economics, UT – Scarborough, 1996 --

Associate Professor, Graduate Department of Educational Theory, 1983-97

Vice-President, Computing and Communications, 1994-95 Assistant Vice-President (Planning and Budget) and University Registrar, 1983-1994

Chief of Staff, Office of the President, 1983-1990 Assistant Vice-President and Director of Planning, 1979-83 Assistant Professor, Graduate Department of Educational Theory, 1978-82

Director of Planning, and Executive Assistant to the Vice-President, Research and Planning, 1977-79

Research and Planning Officer for Academic Program Planning, 1975-77

Research Assistant, Higher Education Group and Office of the Provost, 1973-75

WESLEYAN UNIVERSITY, 1967-1973, Office of Admissions: Associate Dean (1969-73), Assistant Dean

(1968-69), Assistant to the Dean (1967-68); Coordinator of the Twelve College Exchange, Director of the Schools Committee, Adjunct Instructor of Public Affairs and Government, and Faculty Advisor.

BOARD OF EDUCATION, TOWN OF GREENWICH (CONNECTICUT), 1967 – 68, Teacher of history and

American studies, Greenwich High School.

UPWARD BOUND, CITY OF MIDDLETOWN (CONNECTICUT), Summer 1966, Teacher of social studies, and Resident master

THE PHILLIPS-EXETER ACADEMY, Summer 1965, Teaching associate in history and economics, and assistant resident master.

BOARD MEMBERSHIPS

Humber Institute of Technology and Advanced Learning, Board of Governors, 2014 --

Toronto School of Theology, Board of Trustees, 2008 – ; Chair, Institutional Evaluation Committee, 2014 –

Saint Augustine‘s Seminary, Board of Governors and Finance Committee, 2001 – 2007; 2013 -

Algoma University, Board of Governors Finance Committee, 2008 -

University of Calgary, Canadian Centre for the Study of Higher Education, Leadership and Advisory Board, 2006 - 2013

Algoma University College, Board of Governors, 1998 – 2005; Finance Committee, 2005 – 2008

Ontario Universities Application Centre, Member of the Board, 2006 –2007

President‘s Round Table, Seneca College, 2006, 2007.

The Centre for Research Libraries, Board of Directors, 1993-1999; Treasurer; Chair of Budget and Finance Committee; Chair of the Task Force on Funding Strategies; Executive Committee

University of Toronto Schools, Principal‘s Advisory Board, 1986-1996.

SCHOLARLY AND PROFESSIONAL ACTIVITIES

Ontario Centres of Excellence, College Applied Research Development Fund, Internal Review Panel, 2017.

AUCC and University of Alberta Conference on Canadian Universities in a Global Context, Steering Committee, Ottawa, June 2013.

Archdiocese of Toronto, Chair, Strategic Asset Study Committee, 2011- 14

Canadian Teacher‘s Federation Panel of Academic Experts, 2010-2013

Council of Ontario Universities Standing Committee on Relationships with Other Institutions, 2009 –2012

Council of Ontario Universities Transfer Credit Resource Group, 2009 –2012

Council of Ontario Universities Transfer Credit Technical Group, 2009 –2012

Council of Ontario Universities Task Force on Quality Assurance, 2008-2010

Ministry of Training, Colleges, and Universities Steering Committee on Transfer, 2008 - 2011

Ministry of Training, Colleges, and Universities Working Group on Transfer, 2008 - 2012

Council of Ontario Universities Task Force on Student Financial Assistance, 2006 – 2011

Canadian Society for the Study of Higher Education Professional File, Editor, 1997 – 2011

Ministry of Training, Colleges, and Universities Joint Working Group on Student Access Guarantee, 2006 - 2012

Ministry of Training, Colleges, and Universities/Council of Ontario Universities Steering Committee on Ontario Graduate Survey, 1997 – 2012

Canadian Society for the Study of Higher Education, Best Master‘s Thesis Award Selection Committee, 2010, 2011; George Geis Research Award Selection Committee, 2009; Sheffield Award Selection Committee, 1993, 1994; Executive Council, 1977-1988, Distinguished Member Award, 2013.

Ministry of Training, Colleges, and Universities/Council of Ontario Universities Working Group on Key Performance Indicators, 2000 2005.

Ministry of Training, Colleges, and Universities/Council of Ontario Universities Joint Steering Committee on OSAP, 1998 – 2001.

Ontario Universities Council on Admissions, 1998 --2005

Council of Ontario Universities Task Force on Secondary School Reform, 1998 – 2005

Council of Ontario Universities Task Force on Audit Guidelines, 1998-2000

University of Toronto Press, manuscript reviewer, 1997, 1998, 1999, 2001, 2004, 2007, 2009

Ontario Journal of Higher Education, consulting editor, 1994-97

Ministry of Health Task Force on Funding Academic Health Science Centres, 1996-97

Association of Universities and Colleges of Canada, Symposium on Using Indicators to Manage Change, Steering Committee and Workshop Leader, 1993

Premier's Council on Economic Renewal, Working Group on Setting Standards and Measuring Progress, 1992-1993

Ministry of Colleges and Universities, Minister's Task Force on Accountability, 1991-1993

Council on University Planning and Analysis: Vice-Chair, 1991-1993; Executive Committee, 1993-2000

Council on University Planning and Analysis, Committee on Accountability, Performance Indicators, and Outcomes Assessment, Chair, 1991 - 2000

Council of Universities, Special Committee on Income Contingent Loans, 1991-1992, 1996-1997

Council of Ontario Universities, Committee on Enrolment Statistics and Projections, 1976 -1990

Council of Ontario Universities, Steering Committee on Tuition Fee Policy, 1988-1989, 1995-1996

Sweden/Ontario Bilateral Exchange Seminar for Senior Academic Administrators: Ontario Delegate, 1982, 1983

Canadian Journal of Higher Education: Editor, 1976-1980; Assistant Editor, 1975-1976; Assistant to the Editor, 1973-75; Member of the Editorial Board, 1975-1996

Council of Ontario Universities, Research Advisory Group, 1987-1991

Council of Ontario Universities, Special Committee on BILD Administrative Procedures, 1982-1983

Ontario Institute for Studies in Education, Institute Assembly, 1974-1976

Interchange: A Journal of Educational Studies, Editorial Board, 1974-1975

College Entrance Examination Board, Special Conference on Minority Admissions, 1973

Operations Planning and Analysis Group: Executive Council, 1979-1991; President : 1980-1984

The Association for Institutional Research: 1975-2000; Vice-Chair, Local Arrangements Committee, 1981-1983; Forum Evaluation Committee, 1982, Chair, 1983; Parliamentarian, 1982; Chair, Forum Policy Analysis, Planning, and Governance Track, 1993; Table Topics Committee, 1995

State of Connecticut Commission on Higher Education, Task Force on Transfer, Advisor, 1970-1971

Bernard H. McCusker Memorial Trust Fund, Committee of Judges: Member, 1968-1973, Chair, 1973

GRADUATE SUPERVISIONS AND COMMITTEE MEMBERSHIPS

Supervisions

Maurice Gold, "The Ontario University Funding Formula: Budget Analysis of Nine University of Toronto Faculties", Ph.D., 1985

Barbara Neufeld, "Institutional Planning: A comparative case study of three Ontario universities", Ph.D., 1990

Stephen Bell, "Communication Networks in University-Industry Research Relationships: A Case Study Based on Ontario Centres of Excellence", Ph.D., 1993

Stacey Young, ―Income Contingent Repayment Loan Programs‖, M.A., 1997.

David Provan, ―For a More Viable University System: Developing a Private Higher Education Sector in Ontario,‖ M.A., 2000.

Stacey Young, ―The Market Model in Higher Education: Ontario in Comparative Perspective,‖ Ph.D., 2001.

Marjorie McColm, ―A Study of Performance Funding of Ontario CAATs,‖ Ed.D., 2002

Dale Kirby, ―Paying the Difference: Rural and Urban Students at Memorial University of Newfoundland,‖ Ph.D., 2003.

Julia Eastman, ―The Revenue Generation Strategies of Four Canadian Universities: A Comparative Analysis,‖ Ph.D., 2004.

Liang Chen, ―Choosing Canadian Graduate Schools from Afar: East-Asian Students‘ Perspective,‖ Ph.D., 2005. (Winner of CASE Alice Beeman Best Thesis Award)

Michael McCabe, ―The Effects of Involvement of Parents of Elementary School Students in a Mathematics Methodology Course,‖ Ph.D., 2005.

Maureen Callahan, ―Achieving Government, Community, and Institutional Goals for Postsecondary Education through Measures of Performance,‖ Ph.D., 2006.

Tom William, ―Instruction and Evaluation of English Composition, Reading Comprehension, and Literacy Education in the University,‖ Ph.D. 2006.

Michelle Fabel, ―An Examination of Issues Surrounding Fund-raising in Ontario Public Schools,‖ Ed.D. 2006.

Andrew Boggs, ―Ontario‘s Royal Commission on the University of Toronto: 1905-1906, Political and Historical Factors that Influenced the Final Report of the Flavelle Commission,‖ M.A., 2007.

Anthony Campeau, ―A Space Control Theory of Paramedic Scene Management,‖ Ed.D., 2007.

Michael Cooke, ―What Trumps Strategy? A Comparative Case Study of Strategy Texts of City Colleges in Ontario from 1995-2005,‖ Ph.D., 2007.

John Harris, ―Responses to Fiscal Constraints- The Use of Planning and Budget Techniques at Two Ontario Colleges and Two Ontario Universities,‖ Ph.D., 2007.

Steven Hudson, ―An Analysis of Revenues and Expenditures for Ontario Colleges of Applied Arts and Technology and Correlations with Student Satisfaction,‖ Ph.D., 2007.

Jinyuan Ma, ―The World Bank and Chinese Higher Education: The Impact of The World Bank‘s Programs, Concepts, and Strategies on Chinese Higher Education Transformation,‖ M.A., 2007

Deanne Fisher, ―Making Diversity Meaningful: Study of Inter-cultural Interaction at a Large Public Research University,‖ M.A., 2007

Cassandra Thompson, ―What Form of Collaboration is Best for Nursing?‖, Ph.D., 2007

Danielle Gabay, ―Black Student Representation in the Ivy League,‖ M.A., 2007

Anatoly Oleksiyenko, ―Global Portfolios and Strategic Partnerships of a Major Research University,‖ Ph.D., 2008

Gianfranco Trovato, ―A Study of Factors Impacting Ontario Police Participation in Higher Education,‖ Ph.D., 2008.

Jeffrey Litwin, ―The Efficacy of Strategy in the Competition for Research Funding in Higher Education,‖ Ph.D., 2008

Riyaz Hussein, ―The Badge and the Baccalaureate—An Analysis of Attitudes and Beliefs Associated with Policing and Higher Education in Ontario from a Management Perspective,‖ Ph.D., 2008.

Valerie Lopes, ―The Efficacy of a Course Management System in Learning,‖ Ph.D., 2008. (Winner of CSSHE George Geis Best Dissertation Award)

Glenys Lafrance, ―Stakeholders‘ Views of an Ideal Ontario College Board‘s Decision-making Roles,‖ Ph.D., 2008.

Louis Florence, ―Assessing the Contribution of the MBA to Organizational Effectiveness,‖ Ph.D., 2008.

Brenda Pander-Scott, ―Factors Influencing the College Choice Behaviour of Ontario College Applicants,‖ Ph.D., 2008.

Sabrina Faust Zuniga, ―The Participation of Ontario College Students in Teacher-led Applied Research Projects,‖ Ph.D., 2008.

Xiaoyan Wang, ―Institutional Recruitment Strategies and International Undergraduate Student

University Choice at Two Canadian Universities,” Ph.D., 2009

Christopher Whitaker, ―The Impact of Dual Credit on College Access and Participation,‖ Ph.D., 2010.

David Gasteiger, ―An Enrolment and Revenue Projection Model for Colleges and Universities,‖ Ph.D., 2011.

Christine Arnold Messacar, “Transfer Literacy: Assessing Informational Symmetries and Asymmetries,” Ph.D., 2015. (Winner of CSSHE George Geis Best Dissertation Award).

Kubasik, Wendy, ―Canadian Academic Health Science Centres: Developing a Framework to Address Compensation, Academic Productivity, Performance and Quality,‖ Ph.D. 2016.

Tsogbadrakh, Khishigbayar, “Intangible Capital Evolution Shaped by Higher Education: A Path Dependency Analysis of Mongolia,” Ph.D. 2017. McGill University.

Supervisory Committee Memberships

Noèmi Stokes, "Tuition Fees: Their impact on participation in relation to selected student characteristics", Ph.D., 1988

Michael Hatton, "Board Members and their Roles: Comparing the Profit and Not for Profit Sectors through the Eyes of Ontario University Board Members", M.A. 1988

Elizabeth Lowson, "A Study of Some Aspects of Upgrading of Professional Nurses in Ontario", Ed.D., 1987

Charlotte Caton, "Preference for Prestige: A Comment on the Behaviour of Universities and Their Benefactors," Ed.D., 1991

Paul Stenton, "Formula Funding in Higher Education," Ed.D., 1992.

Saeed A. H. Ibrahim, ―The Practice of Strategic Planning in Ontario Colleges and Universities‖, Ph.D., 1997

David Sheridan,"An Analysis of Strategic Planning Practices at Ontario Colleges of Applied Arts and Technology‖, Ed.D., 1998.

Adrienne Galway, ―The Ontario Colleges of Applied Arts and Technology, International Student Recruitment, and the International Export of Education,‖ Ph.D, 2000

Aurelia Best, ―An Analysis of Priority Setting and Resource Allocation in Ontario Colleges of Applied Arts and Technology,‖ Ph.D., 2001.

Beverlie Dietze, ―Beyond the Faculty Contract: Exploring their Value-added and Discretionary Work in Ontario‘s Community Colleges,‖ Ph.D., 2005.

Erika Abner, ―Relationships in Learning,‖ Ph.D., 2006.

Billroy Powell, ―Stakeholders‘ Perceptions of Their Influence and that of Others on Decision-making Processes in Ontario CAATs and Public Universities,‖ Ph.D., 2007.

Gus Menna, ―Quality of Life and Standard of Living: Superintendent, Trustee, and School Board Values, Ed.D., 2008

Robert Wilson, ―Research in a Canadian Community College,‖ Ph.D., 2008

Jian Liu,‖Expansion and Equality in Access to Chinese Higher Education: A Cultural Perspective,‖ Ph.D., 2010

Pannell Chindalo, “How Do Undergraduate Students Perceive the Labour Market,” Ph.D., 2010

Anne Charles, ―Policy Windows and Changing Arrangements: An Analysis of the Policy Process Leading to the Ontario Colleges of Applied Arts and Technology Act,‖ Ph.D., 2010

Nona Robinson, ―Values of Canadian Student Affairs Practitioners,‖ Ph.D., 2011

Ching-Hsiao Chiang, ―Commercialization of Higher Education: MBA Students‘ Experience and Expectations,‖ Ph.D., 2012.

Vivian Chan, ―Efficacy and Impact of Key Performance Indicators as Perceived by Key Informants in Ontario Universities,” Ph.D., 2014.

Darren Deering, “Responsibility Center Management in Theory and Practice,” Ph.D., 2014.

Mary Catherine Lennon, “In Search of Quality: Evaluating the Impact of Learning Outcomes Policies in Higher Education Regulation,” Ph.D., 2015.

Helen Lasthiotakis, “How Open Science Entrepreneurs Advance Institutional Change,” Ph.D., 2017

SUPERVISION OF VISITING SCHOLARS

Yiqing Zhan, Associate Professor, Central South University, People‘s Republic of China, China

Scholarship Council, 2002-2003

Zhang Yiting, Associate Professor, Northwestern Polytechnical University, People‘s Republic of China, China Scholarship Council, 2004-2005

Rong-ri Lin, Professor, Fudan University, People‘s Republic of China, China Council Scholarship, 2004-2005.

Zhou Guangli, Associate Professor, Huazhong University of Science and Technology, People‘s Republic of China, China Scholarship Council, 2006-2007.

Mindong Huang, Associate Professor, Wuhan University, People‘s Republic of China, China Scholarship Council, 2006-2007.

Hu Juan, Professor, Renmin University, People‘s Republic of China, China Scholarship Council, 2013-2014.

GRADUATE COURSES

TPS1803: Recurrent Issues in Higher Education TPS1807: Strategic and Long-Range Planning for Postsecondary Systems TPS1809: Administration of Colleges and Universities TPS1811: Institutional Research and Planning TPS1841: Public Finance and Higher Education TPS2006: Educational Finance and Economics

UNDERGRADUATE COURSES INX199Y: University and Society, Faculty of Arts and Science, Department of Geography VIC150Y: School and Society, Faculty of Arts and Science, Victoria College MGTC55: Planning and Budgeting in Public Institutions, UT-Scarborough MGTC56: Economics of Education, UT-Scarborough

MANUSCRIPT REVIEWS

Springer Publishing

University of Toronto Press Canadian Journal of Higher Education Comparative Education Review Higher Education History of Education Interchange Journal of Higher Education Journal of Comparative Education Research in Higher Education Quality & Quantity

EXTERNAL ASSESSOR

AERA Annual Conference submission referee, 2012 Social Science and Humanities Research Council of Canada, 2009, 2012 Postsecondary Quality Assessment Board of Ontario, 2007

Ontario Council on Graduate Studies, Appraisals Committee, 2007- 2011

[Ontario] Ministry of Colleges, Training, and Universities, Ontario Graduate Scholarship Selection Committee, 2011

Ontario Post-secondary Education Quality Assurance Board, Assessment Panel, 2008.

EXTERNAL RESEARCH FUNDING

Ministry of Colleges and Universities, Government of Ontario, Survey of OS:IS (Ontario

Schools: Intermediate and Secondary): Phase I, 1985, $40,000; Phase II, 1986, $50,000; Phase III, 1987, $58,000; Phase IV, 1988, $82,000

Humanities and Social Sciences Federation of Canada, The Use of Performance Indicators, $5,000, 1999

Ontario Confederation of University Faculty Associations, University Financing and its Implications in Ontario, with G. Jones, $12,000, 1998-99

Canadian Centre for Language Benchmarks, with T. Lam and A. Cumming, $25,550, 2001.

Durham College of Applied Arts and Technology, Review of plans for university-college status, $4,000, 2001.

Atkinson Foundation, Review of school funding formulas, $7,750. 2002

Canada Millennium Scholarship Foundation, A comparison of student financial aid among the G-8 nations, with S. Bell, $30,000, 2003-04

Canada Millennium Scholarship Foundation, Student Achievement and Retention Project, with P. Oreopoulos, $4.43 million, 2005-2007

Ministry of Training, Colleges, and Universities, Government of Ontario, College Choice Characteristics of First Generation Students, $45,600, 2006-2007.

Ministry of Training, Colleges, and Universities, Government of Ontario, Tracking First Generation Students, $ 18,700, 2007.

Higher Education Quality Council of Ontario, Effectiveness of merit scholarships on students receiving financial aid. with P. Oreopoulos and A. Chambers, $746, 300, 2008-2010.

Higher Education Quality Council of Ontario, Deciding to Transfer A Study of College to University Choice, with V. Lopes, H. Decock, and P. Hanft, $208,000, 2008-2011.

PUBLICATIONS

Books

Financing Universities in Ontario, with Glen Jones, Stacey Young, and Dawn House, Winnipeg: Centre for Higher Education Research and Development, 2000. ERIC #HE034172.

Mergers in Higher Education: Lessons from Theory and Practice, with Julia Eastman, in English, Toronto: University of Toronto Press, 2001.

Mergers in Higher Education: Lessons from Theory and Practice, with Julia Eastman, in Chinese, trans. Rong-ri Lin, Shanghai: Fujian Academic Press, 2008

Chapters in books

"The Business of Universities and the University as a Business," in Charles Pascal et al, eds., Ideas of the University, Toronto: OISE, 1979

"The People's College, The Mechanics' Mutual Protection, and the Agricultural College Act," The ASHE Reader on the History of Education, Boston: Ginn Press 1989.

―Report of the COU Committee on Accountability,‖ in Measuring Up: Using Indicators to Manage Change, Vol. II, Ottawa: AUCC, 1994.

―The Role of Statements of Institutional Purpose,‖ with R. Lopers-Sweetman, The ASHE Reader on Planning and Institutional Research, Boston: Pearson,1999.

―A Primer on Responsibility Center Budgeting and Responsibility Center Management,‖ The ASHE Reader on Finance in Higher Education, 3

rd Edition, Boston: Pearson, 2001

―Responsibility Center Budgeting and Management at the University of Toronto,‖ in Douglas Priest et al, eds, Incentive-based Budgeting Systems in Public Universities, Cheltenham: Edward Elgar, 2002.

―Financing Higher Education in Canada,‖ in Steve O. Michael and Mark Kretovics, eds., Financing

Higher Education in a Global Market, New York: Algora Publishing, 2005

―Approaches to the Funding of Schools and Their Effects on Capacity,‖ in Nina Bascia, Alister Cumming, Amanda Datnow, Kenneth Leithwood, and David Livingstone, eds., International Handbook on Educational Policy, Manchester, U.K.: Springer, 2005

"Formulaic Approaches to the Funding of Colleges and Universities," in Nina Bascia, Alister Cumming, Amanda Datnow, Kenneth Leithwood, and David Livingstone, eds., International Handbook on Educational Policy, Manchester, U.K.: Springer, 2005. (Research Gate Spotlight paper, July, 2015).

―The Political Economy of Performance Funding,‖ in Frank Iacobucci and Carolyn Tuohy, Taking Public Universities Seriously , Toronto: University of Toronto Press, 2005.

―Reflections on an Evaluation Study of the Centre for Canadian Language Benchmarks,‖ with Alister Cumming and Tony Lam, In Denise Murray, ed., Planning Change, Changing Plans, University of Michigan Press, 2008, pp. 174-194.

―Incentives in Financing Higher Education,‖ in C. Amrhein and B. Baron, eds., Building Success in a Global University, Lemmens Medien, Bonn-Berlin, 2013.

Refereed journal articles

"Claude Bissell's Idea of the University", Stoa, Vol. IV, No.2 (Fall 1974) pp.21-44

"The Consortium in Higher Education", Journal of Educational Administration, Vol. XIII, Now. 2 (October 1975) pp.23-36

"The People's College, The Mechanics' Mutual Protection, and the Agricultural College Act", History of Education Quarterly, Vol.18, No.3 (Fall 1978) pp.295-321. Also published in ASHE READER on the History of Higher Education, Lester Goodchild and Harold Wechsler, eds., Needham Heights, MA: Ginn Press, 1989, pp. 197-210.

"Planning and Decision-Making in Universities, Canadian Society for the Study of Higher Education Professional File, Number 4, Fall, 1988

"Autonomy and Control: A University Funding Formula as an Instrument of Public Policy," primary author with A. L Darling, M. D. England, and R. Lopers-Sweetman, Higher Education, Vol. 18, No.5, (1989) pp. 559-584

"Linking Plans and Budgets," Canadian Society for the Study of Higher Education Professional File, Number 5, Spring, 1989

"The Use of Budget Models in Linking Planning and Budgeting," Canadian Society for the Study of Higher Education Professional File, Number 6, Summer, 1989

"The Use of Internal Funding Formulas in Budget Planning and Modeling," Canadian Society for the Study of Higher Education Professional File, No. 7, Fall, 1989

"The Role of Institutional Mission Statements", with R. Lopers-Sweetman, Research in Higher Education, Vol. 32, No.6 (1991), pp.599-624. Also published in The ASHE Reader on Planning and Institutional Research, Boston: Pearson,1999. pp. 361-377

―Amos Brown and the American Land-Grant College Movement,‖ ERIC, #ED415-797, Winter, 1999

―A Primer on Responsibility Centre Budgeting and Responsibility Centre Management,‖ Canadian Society for the Study of Higher Education Professional File, No. 17, Winter, 1999. Also published in ASHE Reader on Finance in Higher Education, John L. Yeager et al., eds, Upper Saddle River, N.J.: Pearson, 2001, pp. 568-590

―Similarities and Differences: A Case Study in Measuring Diversity and Selecting Peers in Higher Education,‖ Canadian Society for the Study of Higher Education Professional File, No. 18, Spring, 1999

―Responsibility Centre Budgeting and Responsibility Centre Management in Theory and Practice,‖ Higher Education Management, Vol. 11, No.3 (1999)

―Similarities and Differences: Measuring Diversity and Selecting Peers in Higher Education,‖ Higher Education, Vol. 39, No. 1 (2000)

―Diversity and Peer Selection: Where Do They Intersect?‖ Tertiary Education and Management, Vol. 7, No. 1 (2001).

―There are Mergers and There are Mergers: The Forms of Inter-institutional Combination,‖ Higher Education Management and Policy, Vol. 14, No. 1 (2002)

―A Lexicon of Inter-institutional Cooperation: The Forms of Inter-institutional Combination,‖ Higher Education, Vol. 44, No. 1 (2002)

―‘Flags and Slots‘: Special Interest Groups and Selective Admission,‖ with Katherine Lang, Canadian Journal of Higher Education, Vol. XXXII, No. 2 (2002)

“Amos Brown and the educational meaning of the American Agricultural College Act,‖ History of Education, Vol. 31, No. 2 (2002) 1

―The Future of Merger: What Do We Want Mergers To Do – Efficiency or Diversity?‖ Canadian Journal of Higher Education, Vol. XXXIII, No. 3 (2003)

―Comparison of Universities: Peer Selection Practice by the University of Toronto and Its Implications for Chinese Universities,‖ with Qiang Zha, Educational Research, China National Institute for Educational Research, Peking, 2004

―Comparing Universities: A Case Study between Canada and China,‖ with Qiang Zha, Higher Education Policy, Vol. 17, 2004 .

―How Working Boards Work,‖ Higher Education Perspectives, Vol. 1, No.1 2004 .

―World Class or the Curse of Comparison?‖ Peking University Education Review, Vol. 1. No. 9, 2005, (in Chinese).

―World Class or the Curse of Comparison?‖ Canadian Journal of Higher Education Vol. XXXV. No. 3, 2005 (in English).

―Working Boards in Tertiary Education,‖ Canadian Society for the Study of Higher Education

Professional File, Number 24, Spring, 2005.

―Origins of the American Land Grant College Movement.‖ Higher Education Perspectives, Special Issue, March 2006.

―Lead them to Water and Pay them to Drink: An Experiment with Services and Incentives for College Achievement,‖ with Joshua Angrist and Philip Oreopoulos, National Bureau of Economic Research, Working Series, Number 12790. December 2006.

"Incentive and Services for College Achievement: Evidence from a Randomized Trial," with Joshua Angrist and Philip Oreopoulos, American Economic Journal: Applied Economics, October 2008. (Social Sciences Research Network Top Ten research papers, 2008; Research Gate Spotlight paper, October, 2015)).

―The Effects of Articulation on College Choice,‖ The College Quarterly, Vol. 10, No. 4, Fall 2008.

―Transfer, Choice, and Articulation in a Binary Postsecondary System,‖ Higher Education, Vol. 57, No. 3, March 2009. (Research Gate Spotlight paper, September, 2015).

―The Effects of Monopsony in Higher Education,‖ with Michael Cooke, Higher Education. Vol. 57, No. 4, May 2009.

―Deciding to Transfer: A Study of College to University Choice,‖ with Valerie Lopes, The College Quarterly, Vol. 17, No.3 (Summer 2014).

―Clark‘s Triangle, Fiscal, Incentives, and a New Relationship between the State and Universities,‖ Comparative & International Higher Education, Vol. 6 (Fall 2014).

―Self-regulation with Rules: Lessons Learned from a New Quality Assurance Process for Ontario,‖ Quality Assurance in Education, Vol. 23, No. 3 (2015).

―Clark’s Triangle and Fiscal Incentives: Implications for Colleges, College Quarterly, Vol. 18, No. 3 (2015).

―Five Case Studies of Governance in Tertiary Education,” Canadian Journal of Higher Education, Vol. 46, No. 3 (2016), pp. 42-58.

―Incentive Funding Meets Incentive-based Budgeting,” Canadian Journal of Higher Education, Vol. 46, No. 4 (2016), pp. 1-22.

―Fiscal Incentives, Clark’s Triangle, and the Shape and Shaping of Higher Education Systems,” Policy Reviews in Higher Education, Vol. 1, No.2 (2017), pp. 112-138.

―Responsibility Center Budgeting and Management “Lite” in University Finance: Why Is RCB/RCM Never Fully Deployed?” with Darren Deering, Planning for Higher Education, Vol. 45, No. 3 (2017), pp. 1- 17.

Review Essays

―Are Cutbacks Always Political?‖, a review of The Politics of Collegiality: Retrenchment Strategies in Canadian Universities by Cynthia Hardy, in Planning in Higher Education, volume 25 (Fall

1996)

The University of Toronto: A History, by Martin Friedland, in History of Education, Vol. 36, No. 3, 2007

Rethinking Higher Education, by George Fallis, in Canadian Journal of Higher Education, Vol. 44, No. 2, 2014

“Outside Down or Inside Up: Two Views of Higher Education Reform,” Mendiola, G. Á. and Schuetze, Hans, eds. (2012). State and Market in Higher Education Reforms. Rotterdam: Sense Publishers, and Massy, William, (2016). Reengineering the University: How to Centered be Mission, Market Smart, and Margin Conscious. altimore: The Johns Hopkins University Press, in Canadian Journal of Higher Education, in press.

Trachtenberg, Stephen, Gerald Kauvar, and E. Grady Bogue (2013). Presidencies Derailed, Why University Leaders Fail and How to Prevent It. Baltimore: The Johns Hopkins University Press, in Canadian Journal of Higher Education, in press.

OTHER PUBLICATIONS

―Measuring Up: The Indicators Project,‖ Council of Ontario Universities, Toronto, Ontario,

1994,1995

―University Finance in Ontario,‖ with G. Jones, D. House, and S. Young, a report prepared for the Ontario Confederation of University Faculty Associations, June, 1999.

―Performance Indicators in the Humanities and Social Sciences,‖ with D. Hart, N.Watson, and M. Oldfield, a report prepared for the Humanities and Social Sciences Federation of Canada, August, 1999.

―External Evaluation of the Centre for Canadian Language Benchmarks: Final Report,‖ with T. Lam and A. Cumming, Ottawa, February, 2001.

―A Primer on Formula Funding: A Study of Student-focused Funding in Ontario, a report prepared for the Atkinson Foundation ―The Schools We Need‖ project, January 2003.

―A Window of Opportunity,‖ University of Toronto Bulletin, Vol. 57, No. 10, January 12, 2004. “Defining First Generation Students,” A report prepared for the [Ontario]Ministry of Training,

Colleges, and Universities, June , 2007

PAPERS IN REFEREED CONFERENCE PROCEEDINGS

"The Relationship of Economic Indicators to University Enrolment and Participation Rates", paper

presented to the Canadian Society for the Study of Higher Education Learned Societies Conference, Saskatoon, June, 1979

"Some Notes on Voucher Schemes", with D. M. Nowlan, paper prepared for the Association of Universities and Colleges of Canada, Ottawa, 1982.

"The Utility of Institutional Purpose Statements", with R. Lopers-Sweetman, paper presented to the European Association for Institutional Research, Bergen, August,1988

"Equity and Accountability in University Funding", paper presented to the Canadian Society for the Study of Higher Education, Learned Societies Conference, Quebec City, June, 1989.

"Research Corporation Generic Laboratories", paper presented to Society of College and University Planning, Facilities Conference, Morgantown, April, 1991.

"Planning and Resource Allocation in Universities: Perspectives on Planning within the Organization", paper presented to Society for College and University Planning, Annual Conference, April, 1992

―Planning for the Millennium‖, paper presented to Society for College and University Planning Joint Regional Conference, April 4, 1997.

―Responsibility Centre Budgeting and Responsibility Centre Management in Theory and Practice,‖ paper presented to the International Society for Educational Planning, 28

th Annual Meeting,

September, 1998.

―Diversity and Peer Selection: Where Do They Intersect?‖ paper presented at the 21st Annual Forum

of the European Association for Institutional Research at Lund University, August, 1999.

―ABC, RCB/RCM, and Performance Budgeting in Colleges and Universities,‖ paper presented at the 21

st Annual Forum of the European Association for Institutional Research at Lund University,

August, 1999.

―Sustainable Budget Models and Achieving Institutional Buy-in,‖ Canadian Education Centres 5th

Annual Conference, Halifax, November 26, 2001.

―Why Mergers Happen, and Why Sometimes They Don‘t,‖ The Southern African Comparative and History Education Society Annual Conference, University of Pretoria, October 2002.

―The Future of Merger,‖ KENTON Annual Conference, Muldersdrift, South Africa, November 2002.

―The Future of Inter-institutional Merger for Innovation and Transformation,‖ International Conference on Innovation in Higher Education, Kiev, Ukraine, May, 2003.

―A Comparative Study of Mergers as Instruments of Reform in Higher Education,‖ Reform in Higher Education in Six Countries International Workshop, University of British Columbia, Vancouver, August, 2003.

―World Class or the Curse of Comparison?‖ Beijing Forum, Beijing., China, August 2004.

―Funding Formulas in the 21st Century,‖ International Symposium on China Education and Human

Resource Development, Peking University, Beijing, China, August 2004.

―The Political Economy of Performance Funding,‖ Taking Public Universities Seriously Conference, University of Toronto, December 2004.

―Incentives and Services for College Achievement: Evidence from a Randomized Trial,‖ with Josh Angrist and Philip Oreopoulos, National Bureau of Economic Research, Summer Institute, Harvard University, July 2006.

―The Effects of Articulation on College Choice,” Association for the Study of Higher Education Annual Conference, November, 2007

―Examining Student Choice and Rates of Retention,‖ Canadian Society for the Study of Higher Education Annual Conference, June, 2008.

―Does the Level of Tuition Fees Affect Student Retention and Graduation?‖ Canadian Society for the Study of Higher Education Annual Conference, May 2009.

―A New Quality Assurance Framework for Ontario,‖ American Association of University Administrators Annual Assembly, November, 2010.

―Academic Productivity and Compensation Models for Academic Physicians in Canada,‖ with Wendy Kubasik, Canadian Society for the Study of Higher Education Annual Conference, May 2012.

―A Study of College to University Choice,‖ with Valerie Lopes, Canadian Society for the Study of Higher Education Annual Conference, June, 2013.

―Collision or Symbiosis: The Future Relationship Between Incentive Funding and Incentive-based Budgeting,” Canadian Society for the Study of Higher Education Annual

Conference, May 2014.

―From Practical to Theoretical: Exploring the Bounded Use of Responsibility Center Budgeting and Management in Public University Finance,‖ with Darren Deering, Association for Educational Finance Policy Annual Conference, February 2015.

―A New Fiscal Relationship Between State and University: Clark‘s Triangle, Incentive Funding, and Incentive Budgeting,‖ MTCU-HEQCO-OISE Symposium on Enrolment and Funding, May 15, 2015, Toronto.

“Comparing Quality: The Quality Assurance and Enhancement Report for England and Northern Ireland and the Ontario Quality Assurance Framework,” Higher Education in Transition Symposium, November, 2017

OTHER PAPERS

―The Report of the Commission on the Future Development of the Universities of Ontario: A

Practical Assessment,‖ paper presented to Toronto Area Higher Education Seminar Series, June, 1985

―Linking Plans, Budgets, and Mission Statements,‖ paper presented to the Canadian Association of University Business Officers, Annual Conference, Montreal, 1991

"Trial by Questionnaire: Maclean's Ranks Universities," paper presented to Canadian Council for the Advancement of Education, Toronto, June, 1992

"To Fee or not to Fee", paper presented to Ontario University Registrars' Association, Annual Conference, February, 1993

"‗Access vs. Ownership' from a Budget and Planning Perspective," paper presented to the Centre for Research Libraries, Annual Conference, Chicago, April, 1993

―The Financial Future of Ontario Universities‖, paper presented to the Canadian Association of University Research Administrators, Toronto, December, 1995

―Good Planning in Bad Times‖, paper presented to the Society of College and University Planning, Facilities Planning Conference, Toronto, May, 1996

―Responsibility Centre Budgeting/Responsibility Centre Management,‖ paper presented to Western Canadian Universities Administrators Annual conference, Brandon, Manitoba, June 21, 1996.

―A Portrait of Canadian Universities and Responsibility Centre Management,‖ National Association of College and University Business Officers, Annual Conference, Montreal, May 20,

1997 with Maurice Cohen.

―Knowing Ourselves: The Challenges of Higher Education Scholarship,‖ with M. Skolnik, G. Jones, L. Muzzin, J-L Magnusson, Canadian Society for the Study of Higher Education, Annual Conference, Ottawa, June, 1998.

―The ABCs of Responsibility Centre Management: What Works and What Doesn‘t,‖ Committee of Finance Officers – Universities of Ontario, Annual Conference, Toronto, October, 2001.

―The Policy Origins of Key Performance Indicators,‖ Association of Colleges of Applied Arts and Technology, Annual Conference, London, February, 2002.

―V-cs‘ unity on fees cast in doubt,‖ Times Higher Education Supplement, letter to editor, March 8, 2002.

―The OISE/UT Research Productivity Study,‖ with Ken Leithwood, Denise Makovac-Badali, and Doris Jantzi, Toronto, July, 2002

INVITATIONAL PANELS AND PUBLIC LECTURES

C.D. Howe Institute, Policy Roundtable on Registered Education Savings Plans, Toronto,

October, 1997

Canadian International Labour Network Public Lecture, ―Rising Fees and Rising Debt: Issues, Problems, and Options in Financing University Education‖, York University, Toronto, October, 1997

World Bank Higher Education Reform Seminar, Shanghai, China, December, 1999.

Chair, Education Panel, Crossing Borders, 2000, Conference, University College, University of Toronto, February, 2000

Keynote address, Indiana University Graduate Symposium on Incentive-based Budgeting, Bloomington, Indiana, March 2-3, 2001.

Canadian Society for the Study of Higher Education, Annual Meeting, “How Working Boards Work,” Toronto, May 28, 2002.

Council of Ontario Universities Programs in Nursing, ―Consortia for Continuing Education,‖ Toronto, September 26, 2002.

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Keynote address, ―Why Mergers Happen,‖ The Southern African Comparative and History Education Society Annual Conference, University of Pretoria, October 2002.

Keynote address, ―How Much Does Money Matter?‖, Centre for the Study of Values and Leadership, University of Toronto, January, 2003.

Student Financial Aid Summit, ―International Approaches to Student Aid,‖ Hamilton, Ontario, July, 2003.

Beijing Forum, ―What is a World Class University?‖, Beijing, China, August, 2004.

Huazhong University of Science and Technology, ―Comparing Student Financial Aid Policies,‖ Wuhan, China, August 2004.

―The Political Economy of Performance Funding,” Taking Public Universities Seriously

Conference University of Toronto, December 2004.

―Quality, Accountability, and Performance,‖ Ontario Undergraduate Student Alliance, Partners in Higher Education annual conference, Toronto, March 2006.

―How First Generation Students Choose College and University,‖ Ministry of Training, Colleges, and Universities, Reaching Higher conference, January 2007.

―Evidence-based Student Characteristics Research,‖ Faculty of Education, York University, February, 2011.

―Financing Universities in Canada,‖ Schulich-Henan Business Development Seminar, York University, February, 2011.

―Strategic Planning for Not-for-profit Organizations,‖ Hospital for Sick Children, October, 2010.

―Quality Assurance: The Five Big Hurdles,‖ Central Michigan University, November, 2010.

―Responsibility Centre Budgeting: Revenue Incentives and Cost-reduction Incentives,‖ The Education Advisory Board (Washington, D.C.), February, 2011

―A Survey of Policy Issues in Post-secondary Education,‖ Ontario Council of Graduate Studies Annual Retreat (Wakefield, PQ), May, 2012

―The Evolution and Future of Performance Indicators,‖ Council on University Planning and Analysis Annual Conference (York University), June, 2012

―Cognition, Culture, and Character: The Past and Future of Student Residences,‖ keynote address, Ontario Association of College and University Housing Officers Conference, June 2012

―Performance Funding: Past, Present, Future,‖ CUPA/MTCU/HEQCO Annual Conference, Toronto, January, 2013.

―Deciding to Transfer,‖ Ontario Policy Research Symposium, Toronto, May, 2013.

―The ‗New Normal‘ for Student Residences,‖ keynote address, Ontario Association of College and University Housing Officers Conference, October 2014.

―The Incomplete Research Agenda for Performance Funding,‖ Jean-Luc Pepin Research Chair Symposium on Financing Higher Education, University of Ottawa, October, 2015.

―From Government Regulation to Self-regulation in Quality Assurance,‖ keynote address, 2nd

Annual Higher Education in Transition Conference,‖ University of Ontario Institute of Technology, November 2, 2016.

OTHER

Head Coach, University of Toronto Varsity Blues Baseball, 1997-2011. CIBA Silver Medal, 1999, 2000; OUA Champion, 2001, 2003, 2011; OUA Coach of the Year, 2004, 2006; OUA All Star Team Head Coach, 2010.

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