NACUBO Planning and Budgeting Forum PLUS programming
Overview
Colleges and universities are challenged to do more with less. To meet this challenge while fulfilling their missions, institutions must optimize resource allocation, which often means prioritizing strategic institutional objectives and maximizing the return of available funds.
Learn how two institutions leverage an integrated financial modeling framework to support data‐informed decision-making for senior leadership. Through proforma financial modeling and scenario analysis, these universities have the capabilities to evaluate changing business variables, assess financial risk, and analyze strategic options to guide long-term fiscal sustainability. This interactive presentation will include a live demo of driver-based financial forecasting and scenario analysis and lessons learned from implementing such a solution.
This webcast is part of the PLUS Programming available as part of the 2020 Planning and Budgeting Forum and/or the half-day virtual event Using Analytics to Improve Planning and Budgeting Decisions. You may register for this webcast a la carte or as part of the PLUS bundles on the individual event webpages.
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What You Will Learn
NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to—
Describe some benefits of using a statistical, driver-based modeling framework
Identify analytical resources that support data-informed decision-making, including tools that assist with scenario modeling
Implement an integrated financial modeling tool to perform proforma financial statements forecasting and ratio analysis
Who Should Attend
Academic Officers
Accountants
Assistant Vice Presidents for Finance and/or Administration
Budget and Finance Analysts
Budget Directors
Budget Managers
Chief Financial Officers
Controllers
Planning Officers
Unit Business Managers
Meet The Presenters
Virginia Dowse, assistant vice president and controller, University of Dayton
Lauren Goldsmith, senior director of financial planning and analysis, Saint Joseph's University
Barry Harte, assistant vice president for budget and financial planning, Saint Joseph's University
Megan Will, senior financial planning analyst, University of Dayton
Bryan Witkowski, director of financial information systems, Saint Joseph's University
Bryan Dickson, director, student financial services and educational programs, NACUBO
CPE Information
Field of Study: Finance (note: each person must register individually to earn CPEs)
NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org.
