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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:

What You Will Learn

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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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.