Balance Sheet Analysis
Although the full impact of the current economic turmoil is yet to be determined, liquidity and investment holding issues can impact key ratios used by the Department of Education to determine financial health, and thus eligibility to participate in the Title IV program.
Resources
- Financial Diagnostic Tools - Excerpted from the Strategic Turnarounds, A Guidebook for Private Colleges and Universities CD by Michael K. Townsley, Ph.D., five worksheets are provided to assess, manage and plan for institutional financial strength. They include:
- Composite Financial Index Worksheets
- Income Ratio Worksheet
- Trend Analysis Worksheet
- Financial Indicators Tool from Council of Independent Colleges
- Key Indicators Tool from Council of Independent Colleges
- Weathering the Economic Storm - by Larry Ladd, Grant Thornton
- Analysis: Economy Puts Colleges' Ambitions on Hold - by Justin Pope, Associated Press
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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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