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Distance Learning
Distance Learning

OD: Strategic Financial Planning & Analytics

Recorded on Tuesday, December 1, 2015 1:00PM ET


The traditional role of finance as the gatekeeper is changing rapidly. High performing colleges and universities are often enabled by sophisticated, agile business officers that equip their organizations with superior planning capabilities and actionable information that drives more strategic decision making.  During this webcast, speakers will discuss the attributes of modern finance teams that are most important for driving performance. They will review the qualities and skills that are necessary for finance groups who wish to take on a more strategic role in their university.
James Hurley, vice president of budget and planning, Northwestern University,  Tony Ard, vice president of higher education, Axiom EPM and Sue Menditto, director accounting policy, NACUBO will offer practical tips on how to improve financial processes and the role they can play in supporting the institution’s goals.  In addition, attendees will gain a better understanding about how business partners can take on a strategic role in reporting, budgeting, forecasting and scenario planning.

What You Will Learn

After participating in this program, you will learn:

  • How finance departments can become a “knowledge center” for the university by pairing financial and other types of data together in meaningful ways
  • Ideas on connecting strategy, long-range planning and operational budgeting into a more cohesive end–to-end process
  • Tactics for delivering information effectively to drive better decision making

Meet the Presenters

  • James Hurley, vice president for budget and planning, Northwestern University
  • Tony Ard, vice president of higher education, Axiom EPM
  • Sue Menditto, director, accounting policy, NACUBO

Who Should Attend    

  • Chief financial officers
  • Chief business officers
  • Vice presidents/directors/managers of finance or FP&A
  • Controllers
  • Accountants
  • Budget managers
  • Financial analysts

Course Information

  • Length: 60 minutes


Member Site Registration: $99.00
Non-Member Site Registration: $129.00


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  • Adobe Acrobat Reader 7.0 or later
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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: