OD: Applying Strategic Financial Analysis in Higher Education: A Case Study

Recorded on Wednesday, June 6, 2012 1:00 PM EDT

Overview

This is the sixth webcast in the “strategic financial analysis” series. This will be the capstone program that pulls all concepts, analytics, and communication techniques together from the seventh edition of Strategic Financial Analysis in Higher Education: Identifying, Measuring and Reporting Financial Risks. The program will use a set of financial statements as a case study to walk through material from prior sessions, including:

Ratio calculations
Interpretation of key ratios
An illustrative presentation of information to senior leadership and the institution’s board
A discussion of the implications presented

In addition, a question and answer period will allow participants to ask questions related to all topics covered in the webcast series (see below). Questions can be submitted in advance to webcast@nacubo.org. The webcast is the sixth and final in a series that is led by the authors of *Strategic Financial Analysis for Higher Education: Identifying, Measuring & Reporting Financial Risks (7th Edition). The first five are listed below and available for on-demand viewing:

Interpreting Financial Ratios: explained the origin of certain ratios, reviewed formulas and uses, and demystified interpretation.
The Composite Financial Index: Measuring, Reporting and Monitoring: examined a tool that helps monitor and communicate financial health and risks.
A New Construct for Liquidity and Debt Management: discussed metrics to assess institutional risk capacity and provided a framework for measuring liquidity..
Strategic Budgeting and Resource Allocation in Financial Planning: focuses on linkages between operating and capital budgeting processes and institutional strategy
Identifying Strategic, Operating and Capital Risks: examines the types of internal financial reports that add the most analytical value

What You Will Learn

How to analyze the financial metrics presented in Strategic Financial Analysis in Higher Education, Seventh Edition.
An understanding of how financial metrics are correlated with institutional strategy
How to present the implications of financial analysis to senior leadership and the board

Additionally, based on questions submitted by participants, you will be exposed to ways others have applied the tools and concepts from Strategic Financial Analysis in their organizations

Who Should Participate

Accountants
Chief Business/Financial Officers
Controllers
Financial Managers

Please note: you need not have attended all of the prior webcasts for this session to be useful, but should at least have knowledge of the financial measurements presented in the publication Strategic Financial Analysis in Higher Education, Seventh Edition.

Meet the Presenters

Ron Salluzzo, chair of the Audit Committee at Stevens Institute of Technology and vice president and partner, ATTAIN, LLC
Phil Tahey, former controller, Johns Hopkins University, and audit partner, KPMG

Course Information

Course Level: Intermediate
Length: 110 minutes

Fees

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

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