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NACUBO Live! 2017 Planning and Budgeting Forum

September 11-12, 2017

Overview

Live Broadcast from the 2017 Planning and Budgeting Forum
 
Join us on Monday, September 11 and Tuesday, September 12 for a live broadcast from the NACUBO 2017 Planning and Budgeting Forum. You'll hear directly from panelists in real-time, earn credits, have the ability to ask questions and have access to the recordings from the selected sessions below. 
 
Each of the sessions below will be available for on-demand viewing, however only attendees who participate in the live streaming can earn credits.
 
Please note:  Recordings will be available from September 25 - July 1, 2018. In addition, the recordings below will be complimentary to attendees of the program in San Diego.
 
Monday, September 11
1:15-2:30 pm ET - Innovative Budget Modeling: Responsibility Center Management and Zero-Based Budgeting
Speakers:Courtney Bonnell,  Tonya Grimm, and Rick Rieder, A.T. Still University of Health Sciences
A.T. Still University has experienced an evolution in the budget development process since 2012. Implementation of a zero-based budgeting rotation cycle, steps toward full responsibility center management and direct involvement from department managers at all levels of the organization are all part of the current budget development model. Five years ago all budgets were completed with across the board percentage increases on excel spreadsheets, evenly spread throughout the year with little strategic implementation. Today, ATSU is leaning on historical spending to budget monthly in each line item. Follow the history of this budget evolution from stagnant practices to innovative solutions. 
 
4:00 - 5:15 pm ET - Effectively Communicating Financial and Budget Information
Speakers: Holly McCormack, Cherokee Staples, and Leslie Wolgamott, University of Oregon
College and university professionals are often tasked with communicating and presenting financial and budgetary information to diverse audiences. Panelists share their strategies, process, approach and visual examples used to engage and  effectively communicate financial information to a wide range of decision makers. Speakers will also share  the various reporting tools developed for and presented to the president, CFO, vice presidents, senior leadership and mid-level management. 
 
Tuesday, September 12
11:30 am - 12:45 pm ET - Creating Transparent P&Ls to Expose Program Cracks and Enhance the Budget Process
Speakers: Sunny Donenfeld, University of Southern California; Denise Millard, University of Southern California; Sari Sillanpaa, University of Southern California
 
For some, the idea of measuring profit and loss in a not-for-profit environment is heresy. In actuality, developing P&Ls that appropriately allocate revenue and expense is essential for gauging program health, and critical for managing a portfolio of programs. Panelists will address their approach and entertain questions.
 
3:45 - 5:00 pm ET - Using Academic Margins to Change Conversations with Faculty
Speaker: Richard Baniak, University of Missouri, St. Louis
Analyzing program contribution margins are a must – for many reasons. Program costing and the related data analysis can provide valuable information that can be used as a decision tool and a starting point for constructive discussions with faculty. Hear how one institution has used program costing data to change the budget conversations on campus with academic administration and faculty, shape academic portfolios, as well as drive discussion on institutionally focused strategic behavior.

Bonus!

Three additional recordings will be available September 25 (no credits available for recordings):
  • Resource Allocation Process for Planning and Budgeting Alignment
  • New RCM Budget Model Implementation Panel: Bringing the Model to Life
  • Linking the Strategic Planning and Budgeting Processes to Projected Outcomes

What You Will Learn

  • Strategies to address higher education resource management.
  • Innovative planning and budgeting methods being practiced at colleges and universities.
  • Approaches for using planning and budgeting as an agent for institutional change.

Who Should Attend    

  • Chief Business/Finance Officers
  • Controllers
  • Associate Vice Presidents
  • Budget Directors
  • Budget Managers
  • Planning Officers
  • Business office staff

Course Information

  • Course Level: Intermediate
  • Course Type:  Internet based training

Fees

Member Registration Fee: $200.00
Non-Member Registration Fee: $600.00

Sponsor


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CPE Information

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.learningmarket.org.