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Events and Programs
Events and Programs

2016 Big Opportunities for Small Institutions

September 20-21, 2016
Philadelphia, PA


Announcing a new, timely workshop focused on the challenges faced by small institutions. The workshop immediately follows the 2016 Planning and Budgeting Forum.

The objective: to provide participants with the support and direction they need to effectively engage their governing boards and campus leaders to realistically evaluate the full potential of their particular institutions.

Chief business officers and assistant vice president- and controller-level staff will interact with one another and a faculty of industry experts and campus leaders around several key topics:
Communicating the financial reality
Being successful as a leader
Presenting financial information effectively
Updating their institution’s economic business model

Who Should Attend

  • Assistant Vice Presidents for Finance and/or Administration at Small Private Institutions
  • Chief Business Officers at Small Private Institutions
  • Chief Financial Officers at Small Private Institutions
  • Controllers at Small Private Institutions
  • Vice Presidents for Finance and/or Administration at Small Private Institutions

What You'll Learn

  • Monitor the critical indicators of institutional financial health including financial ratio analysis, 5- and 10-year financial forecasts, and enrollment.
  • Clearly communicate the reality of institutional health to the president's cabinet, the board, and the campus.
  • Evaluate your institution's current economic model and consider new partnerships, consortia, shared services, or other potential models that might suit your institution.
  • How to lead and manage change effectively.
  • How to personally stay well in a challenging work environment.


No prerequisites and/or advance preparation required.

Course Level


Estimated CPEs

Participants will be awarded up to 6 CPE credits for this group live event. CPE credits can be earned in the following categories:

Business Management & Organization, Communications, Finance, Personal Development

Program Overview

2016 Big Opportunities for Small Institutions
September 20-21, 2016

Estimated CPEs:6


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Payment Options

For online registration NACUBO only accepts Visa, Mastercard, and American Express.

Visa | MasterCard | American Express

To pay by check or purchase order
please use our
mail-in registration forms

For further information regarding administrative policies such as refunds, cancellations, and complaints:


Registration Policy

Cancellation Policy

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:

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