Improving Planning, Budgeting, and Forecasting at Saint Joseph’s University

Higher EducationWebinars
Written By Min Ma
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Saint Joseph’s University embarked on its Connected Planning journey to replace the static spreadsheets used in their distributed budgeting and planning processes with a cloud-based platform that integrates with its Banner Enterprise System and facilitates multiple real-time scenario modeling, reduces administrative inefficiencies while increasing transparency, and increases stakeholder accountability and engagement. Join this webinar to learn how you can help your institution improve your planning, budgeting, and forecasting process to drive better and faster data-driven decision-making.

Experts from SJU and truED Consulting will share:

  • Best practices with budget development, proforma financial forecasting, and ratio analyses.

  • How to accelerate scenario modeling through process and data automation while improving administrative efficiencies.

  • SJU’s journey from platform and partner selection to Connected Planning in the Cloud.

Sign up for the Webinar here.

  • Barry Harte, JD, MBA/MHA

  Assistant Vice President for Budget & Financial Planning,
Saint Joseph's University

  • Lauren Goldsmith

Senior Director, Financial Planning & Analysis,
Saint Joseph's University

  • Bryan Witkowski, MS

Director, Financial Information Systems,
Saint Joseph's University

  • Sophie Pae, CPA

Manager, Anaplan Higher Education,
truED Consulting

  • Steve Lott

Higher Education Industry Lead,
Anaplan

Min Ma
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