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Distance Learning
Distance Learning

OD: How Ratings Agencies Assess your Institution: An Objective Framework

Recorded on Tuesday, January 12, 2016


As American colleges and universities, large and small, public and private, urban and rural, selective and open access, face increasing economic challenges, chief business officers and their teams need to understand all sources of revenue and get increasing visibility on institutional costs.  This webcast will explore and discuss how ratings agencies rate colleges and universities and how bonds are priced depending on rating actions.  Use this information to inform your internal and external constituencies about the impact of operational and strategic decisions on your organization's financial health.


After participating in this program you will learn:  

1. How ratings agencies rate colleges and universities
  • The methodology used
  • The financial, managerial and macroeconomic data-points that impact ratings
  • How to communicate ratings to internal and external constituencies
  • How colleges and universities without ratings can use the same type of managerial due diligence to assess their financial and managerial situations
2. How bonds are priced
    • Given the interest rate environment
    • How do these rates vary for public vs.private institutions?
    • How do these rates vary depending on rating outlook?
3. How are these rates dependent upon capital market conditions? Risk on vs Risk off environment?
    • Tax exempt
    • Taxable
    • Private placement and Bank Direct Placement
    • P3’s and associated debt
    • Long Term fixed rates vs shorter term rates


  • Bianca Gaytan-Burrell, director, Standard & Poor’s
  • Mary Peloquin-Dodd, associate vice chancellor for finance & administration and university treasurer, North Carolina State University
  • Lee White, executive vice president, George K. Baum & Company
  • Craig Woody, vice chancellor, business & financial affairs, University of Denver
  • Bob Shea, senior fellow, finance and campus management, NACUBO


  • Chief business officers
  • Chief finance officers
  • Vice presidents of finance
  • Controllers
  • Accountants

Course Information

  • Length: 100 minutes


Member Site Registration: $189.00
Non-Member Site Registration: $219.00


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Technical Requirements

Software/Browser Requirements

  • Windows XP/Vista/7
  • Windows Media Player 10,11 or 12
  • Adobe Acrobat Reader 7.0 or later
  • Flash Player 10.x

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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: