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OD: The Composite Financial Index: Measuring, Reporting, and Monitoring

Recorded: Tuesday, March 15, 2011 1:00 pm ET

Overview

Learn about the Composite Financial Index (CFI), a metric unique to higher education. The CFI is a tool that helps monitor and communicate financial health and risks. Understanding how to calculate and use  the CFI can aid in analysis, risk management, and assessing future conditions as the strategic plan is implemented.

Presenters will also discuss the application of the CFI through a graphic financial profile (GFP). You’ll hear the authors’ experiences on how organizations have used both the CFI and the GFP to communicate financial health, respond to financial results, and establish fiscal targets.

This webcast is the second in a series that is led by the authors of *Strategic Financial Analysis for Higher Education: Identifying, Measuring & Reporting Financial Risks (7th Edition). The other webcasts and upcoming sessions are listed below:

*Strategic Financial Analysis in Higher Education, 7th Edition - this publication is a vital resource for every business office and will add to your webcast experience. 

What You Will Learn:

  • Explore the variety of ways you can use the CFI to plan goal-setting and financial modeling.
  • Review formulas and learn appropriate methods to calculate the CFI.
  • Become comfortable with communicating your institutions financial health.
  • Examine how recent accounting and reporting changes impact the CFI.

Who Should Participate?

  • AVPs of finance and administration
  • CFOs
  • Controllers
  • Directors of Finance
  • Business office staff

Meet the Presenters:

  • Ronald E. Salluzzo, Author and President, State and Local Government Education, ATTAIN
  • Phil Tahey, Independent Consultant and Author

Course Information:

  • Course Level: Intermediate
  • Length: 110 minutes
  • Prerequisites: none

Fees

Member Site Fee: $0.00
Non-Member Site fee: $49.00

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

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