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Distance Learning
Distance Learning

OD: Preparing for a Debt Offering

Recorded on Wednesday, December 10, 2014 1:00PM ET


The world changed somewhat abruptly about six years ago, leading many of us scrambling to replace what we had thought were sensible financing arrangements.  Today's landscape is much different, with a healthy portion of skepticism applied to higher education as an industry. The days of bankers vying for an opportunity to handle a debt facility seem to be behind us. The questions for today are:
  • What are the various options available for institutions to consider in the post Lehman days?
  • How does the CBO/CFO manage expectations for the leadership team and the board?
  • What are lenders reading about us and how do we overcome their stereotypes?
  • What comprises an operating plan and how does it differ from the strategic plan?
This session will brief CBOs, CFOs controllers and members of the business office staff on the benefits of a solid presentation and plan, along with identifying various financing options that may not have been on the radar.

What You Will Learn

  • Gain a stronger understanding of what lenders are looking for when extending credit
  • Become familiar with providers who have an appetite for higher education
  • Identify some of the more common options being utilized in this market
  • Understand  how a solid operating plan can strengthen the relationship with lenders

Meet the Presenters

  • Jeff Spear, principal, CFO Colleague
  • Clair Knapp,vice president and chief financial officer, Bethel College

Who Should Attend

  • Chief business officers/chief financial officers
  • Controllers 
  • Vice presidents of finance 
  • Accountants

Course Information

  • Length: 60 minutes
This webcast is co-presented by NACUBO and the Association of Business Administrators of Christian Colleges (ABACC).


Member Site Registration Fee: $99.00
Non-Member Site Fee: $99.00


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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: