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Events and Programs
Events and Programs
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2013 Managerial Analysis and Decision Support

November 14-15, 2013
Salt Lake Marriott Downtown at City Creek
Salt Lake City, UT

Schedule

Thursday, November 14

8:00 amRegistration/Continental Breakfast
9:00 amIntroductions and Overview

Speaker(s):
Melody Bianchetto
Sue Menditto, NACUBO
Charles Tegen, Clemson University

NACUBO Staff, NACUBO Past Board Chair, and the Program Chair will introduce the objectives of the program and discuss the importance of managerial and analytical information to the higher education industry.  Faculty background and introductions will also be provided.
9:30 amMADS: Past, Present, and Future

Speaker(s):
Roger Patterson, Washington State University

This provocative session will review the geneses of managerial analysis and decision support within the context of current applications and future opportunities.
10:45 amRefreshment Break
11:00 amHow Much Does it Cost?

Speaker(s):
Eileen McLoughlin, Rensselaer Polytechnic Institute
Charles Tegen, Clemson University

This session reviews costing and allocation methodologies.  The methodologies illustrate how institutions determine the cost of programs, classroom instruction, research, auxiliaries, or initiatives.  Also explored is how cost informs pricing decisions and optimizes overhead recovery.
11:00 amResource Management- Overview and the Impact of External Pressures

Speaker(s):
Melody Bianchetto

This session will first provide a basic overview of resource management, including underlying principles behind operating and capital budgets and strengths and shortcomings of various budget methodologies.  In addition, we will consider the changing external higher education environment with growing revenue constraints, an increasing emphasis on outcomes, and a growing emphasis on transparency and access.
12:15 pmLunch
1:15 pmBudget Tools Up Close and Personal

Speaker(s):
Andrew Harker, Stanford University

If you want to do budgeting and forecasting in something other than Excel, what are your options?  Spend some time viewing several budget tools used in higher education and fund accounting environments.
1:15 pmDo You Know the Financial Health of Your Institution?

Speaker(s):
Laurie Stickelmaier, Beloit College
Charles Tegen, Clemson University

Financial ratios can measure the financial health and determine the ability of an institution to sustain its mission.  Learn how to use ratios to help analyze (a) the ability to resource strategic objectives; (b) the level of spending flexibility; (c) the debt position; and (d) operating results and financial outcomes.  Case studies, with examples of the use of ratio analysis, will be discussed.
2:35 pmAll Funds Budgeting

Speaker(s):
Andrew Harker, Stanford University
Eileen McLoughlin, Rensselaer Polytechnic Institute

This approach to resource allocation is designed to concentrate on the full magnitude of operating, capital, and restriction complexities.  Process and advantages of this budgeting approach will be presented from the vantage point of two very different institutions.  
2:35 pmHow Do You Stack Up?

Speaker(s):
Charles Tegen, Clemson University

This session will show what national data can reveal about higher education finance. Trends in financial and student demand indicators, student loan defaults, tuition affordability, state and federal funding outlook, capital plans, debt, and credit ratings will be explored.  
3:35 pmRefreshment Break
3:50 pmPerformance Measurement & Data Warehouses

Speaker(s):
Eileen McLoughlin, Rensselaer Polytechnic Institute

Internal and external measurement of operational effectiveness is the focus of this session.  National trends and the recent focus of federal, state, and accreditation organizations on accountability and institutional effectiveness will be discussed. Additionally, data warehouses and the selection, display, and distribution of Key Performance Indicators (KPIs) will be reviewed.
5:00 pmQ & A SessionGeneral question and answer session to address topics and issues proposed by session participants.
5:30 pmNetworking Reception

Friday, November 15

7:30 amContinental Breakfast
8:00 amRe-Imagining Decision Support for the 21st Century

Speaker(s):
Erin Gore, University of California, Berkeley
Catherine Lloyd, University of California, Berkeley
Sue Menditto, NACUBO

Join faculty in re-imagining how financial and non-financial data elements can re-defined and better categorized to provide effective and streamlined decision support to answer stakeholder questions on student outcomes, how much does it cost to educate a student, shared services, and affordability.  This session will include an update on the project to develop a single external reporting standard (Blank Slate project).
9:20 amEffective Practices of Communication

Speaker(s):
Andrew Harker, Stanford University
Laurie Stickelmaier, Beloit College

Most institutions have systems and processes to track financial data.  This session will cover the financial information needs of decision makers across your institution.  Information delivery will address meaningful data presentation, report formatting, and effective methods and styles of communicating information.
9:20 amRevenue Forecasting and Funding Methodologies

Speaker(s):
Melody Bianchetto
Eileen McLoughlin, Rensselaer Polytechnic Institute

Accurately projecting revenue streams at program, department, school and institutional levels are critical.  Models that project and measure revenue research, gifts, state, sales and services, and alternative sources are reviewed.  
10:35 amRefreshment/Check-Out Break
11:00 amDeveloping a Comprehensive Capital Program: From Planning to Operating and Maintaining Facilities

Speaker(s):
Melody Bianchetto

Understand the steps needed to develop a comprehensive capital plan from initiating a well-considered project with a realistic budget to developing a solid financial plan to addressing ongoing operations and maintenance.
11:00 amForecasting Tuition Revenue: Enrollment Management and Tuition Discounting

Speaker(s):
Eileen McLoughlin, Rensselaer Polytechnic Institute

Accurately projecting revenue streams at program, department, school and institutional levels are critical.  Review determination of enrollment management, tuition rates, and discounting practices.
12:00 pmLunch
1:00 pmMoving Beyond Excel: Budget Entry, Monitoring, and Reforecasting

Speaker(s):
Andrew Harker, Stanford University

Managing a budgeting and forecasting process through multiple spreadsheets can be cumbersome, time-consuming, and have limited analytical use.  Hear how Stanford University is using a web-deployed process to improve budget formulation, performance analysis, and processes.
2:00 pmImplementing a New Budget Model

Speaker(s):
Melody Bianchetto
Eileen McLoughlin, Rensselaer Polytechnic Institute

Presenters will address various implementation stages:  focusing on lessons learned through implementing major changes to an institution’s budget model.  The discussion highlights getting started, model development and testing, implementation and training, hold harmless transitions, assessment of success, and maintenance.
3:00 pmWrap Up SessionHave lingering questions from the various presentations?  Want to exchange a few last ideas with a new colleague?  Bring your questions, business cards, and contact information to the final wrap up session.
3:30 pmProgram Adjourns

Program Overview

2013 Managerial Analysis and Decision Support
November 14-15, 2013

Estimated CPEs:15


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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.


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