Finance
Featured product
Small College Guide to Financial Health: Weathering Turbulent Times
by Michael K. Townsley
NACUBO's newest publication examines the financial and strategic resources that private colleges and universities must have in place to withstand the storm. Small college presidents, CFOs, planners, chief academic officers, and board members will find substantive guidance on analyzing financial condition, reshaping strategy, and implementing best practices.
- Financial Downturn Toolkit and Resources - This page provides resources and tools, including Excel spreadsheets and various templates, to help colleges and universities reconsider what in many cases are long-held assumptions, to seek answers to questions that may not have been asked before, and to think about how these issues will shape their institutions in the months and years ahead.
- Debt Financing & Management - Find resources on institutional debt policy and management, the bond issuance and rating processes, typical debt vehicles, and common measures of creditworthiness.
- Treasury Management - Find resources on effective cash management--maximizing short-term investment income, minimizing expenses, and streamlining processes associated with cash flows in the most cost-effective manner.
Resources
- Moody's Rating Roadmap(April 2009) - "U.S. Colleges and Universities Rating Roadmap: Focus on Special Risks During Recession & Credit Crisis." (Reprinted with permission from Moody's Investor Services, Inc.)
News
- Advocating for Change in Higher Education Financing
(March 28, 2013)
- Banks and Servicers Asked for Campus Card Contracts, Terms
(June 13, 2012)
- Reliance on Tuition Revenues Increasing
(March 8, 2012)
- Fed: Debit Card Interchange Fees Proposed Rules
(December 28, 2010)
- Fed Issues Report on College Credit Card Agreements
(November 3, 2010)
- Number of Donors and Amounts Donated to Colleges and Universities Down Sharply in 2009
(June 24, 2010)
Business Officer Magazine Articles
- Just When You Thought It Was Safe…
(March 2013)
- Economic Overhaul
(March 2013)
- A New Economics of Excellence
(July 2012)
- What Goes Up…
(March 2012)
- Staying Out in Front
(January 2012)
- Risky Terrain Ahead
(November 2011)
- Evaluating Risks, Relationships
(September 2011)
- Process of Illumination
(July 2011)
- Out of Sync
(July 2011)
- Tough Choices for America
(April 2011)
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Upcoming Events
- CAO and CBO Collaborations: Leveraging Institutional Capacity to Impact Effectiveness
August 5-6, 2013 - 2013 Planning and Budgeting Forum
September 16-17, 2013
Distance Learning
- WEBCAST: The Higher Education Accounting Forum Online
Wednesday, May 29, 2013 10:00 AM - 5:00 PM ET - WEBCAST: Improve Your NFP Audit and Accounting Guide IQ
Wednesday, June 26, 2013 1:00 PM ET - ON-DEMAND: OD: The Cashless and Paperless Business Office
- ON-DEMAND: Affordable Care Act: Implementation Roadmap for Colleges and Universities
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Publications
- A Guide to College and University Budgeting: Foundations for Institutional Effectiveness, 4th ed. - by Larry Goldstein
- NACUBO's Guide to Unitizing Investment Pools - by Mary S. Wheeler
- Managing and Collecting Student Accounts and Loans - by David R. Glezerman and Dennis DeSantis
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