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Events and Programs
Events and Programs

2016 Managerial Analysis and Decision Support

November 17-18, 2016
The Westin Denver Downtown
Denver, CO


Thursday, November 17

7:30 AMRegistration Opens
7:30 AMWelcome Breakfast
9:00 AMOverview of Analysis and Analytics

Bill Dillon, NACUBO
Sue Menditto, NACUBO
Charles Tegen, Clemson University

NACUBO Staff 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. Dillon will provide a national perspective on the use of analytics. Current research findings, best practice examples and underlying principles to be considered when developing an analytics plan will be addressed.
10:15 AMRefreshment Break
10:30 AMProgram Costing: A Forecasting Framework Grounded in Efficiency

Katharine Bonneson, University of Minnesota-Twin Cities
Thomas Clancy, University of Minnesota, School of Nursing
Connie White Delaney, University of Minnesota, School of Nursing

Learn how the University of Minnesota School of Nursing combined program costing with a computer modeling platform to assist with the workload management. Based on the results, the school has incurred a 40% increase in recurring net revenue in the last eight years. The system implemented numerous operational changes including, course curriculum, class schedules, and capacity distribution. 
10:30 AMUsing Data to Drive Performance and Investment

Eileen McLoughlin, State University of New York

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.
11:45 AMLunch
1:00 PMRatio Analysis for Public Institutions

Ron Salluzzo, Attain, LLC
Phil Tahey

Building on a July Update Edition of the gold standard publication for colleges and universities, presenters will address meaningful balance sheet and income statement analysis for public institutions. Special attention will be given the impact that pension and retirement healthcare liabilities have on the composite financial index, operating budgets, and strategic objectives. Also covered will be scenarios and stress tests that influence ratio results and institutional objectives.
1:00 PMUsing Analytics to Evaluate Program Offerings

Terra Schehr, Loyola University Maryland

Disaggregating the costs and revenues associated with academic programs within common departments allows faculty and senior administrative staff to think strategically about leveraging resources to reduce curricular inefficiencies and grow or add academic programs to meet the emerging needs of students. Using a case study of two departments at one university, the rationale for curricular cost-revenue analysis and the practical and political issues encountered in the process will be discussed. Use of a curricular cost-revenue planning tool developed in Excel will be demonstrated.
2:15 PMPredicting Student Matriculation and Success

Jessica Shedd, University of Texas System Administration
David R. Troutman, University of Texas System Administration

Pressure on institutions to increase student retention and decrease time-to-degree have led to a need for more efficient ways to identify and enroll students who are most likely to succeed at the institution. What role can institutional research offices play to assist the institution in get the biggest return on their student investment? Using admissions and financial aid data, the University of Texas System has developed a dynamic tool that can allow a financial aid and enrollment management office to determine the right monies for the right student in order to increase the likelihood students will matriculate. Session attendees will learn about a statistical model used to predict student matriculation. 
2:15 PMRatio Analysis for Private Institutions

Ron Salluzzo, Attain, LLC
Phil Tahey

Building on a July Update Edition of the gold standard publication for colleges and universities, presenters will address meaningful balance sheet and income statement analysis for private institutions. Special attention will be paid to colleges that are more tuition dependent versus those with diverse revenue sources. Also covered will be scenarios and stress tests that influence ratio results and institutional objectives. The panel will encourage discussion and help attendees understand how institutional decisions drive results as well as how ratios can help direct institutional decisions.
3:30 PMRefreshment Break
3:45 PMBuilding the Right Decision Support Environment

Mark Hampton, New York Institute of Technology Main Campus - Old Westbury

Successful entities know how to turn their data into useful information. Hampton covers understanding the operating environment and technology environments, identifying business needs, aligning with strategic objectives, engaging internal stakeholders, embracing change and transparency, and tool and process decisions that make sense.
5:00 PMQ&A SessionGeneral questions and answer session to address topics and issues proposed by session participants.
5:30 PMNetworking Reception

Friday, November 18

7:30 AMSchool Spirit Breakfast
8:30 AMNACUBO's Economics Model Project

Jacalyn Askin, NACUBO

This session reviews why understanding and explaining the economics of higher education is important. Askin will explain a national effort on college and university economic models - including research and focus group discoveries. Assessing financial sustainability, tools being developed, and what individual institutions can do and need to know will also be addressed.
9:45 AMRefreshment Break/Hotel Check-Out
10:15 AMBudget Tools Up Close and Personal

Andrew Harker, Stanford University

If you want to do budgeting and forecasting in something other than Excel, what are your options? Harker will spend time evaluating the analytical pros and cons of several budget tools used in higher education.
10:15 AMWyoming Case Study in Program Costing "What a Credit Hour Really Costs"

P. Flom, Western Wyoming Community College
Karla Leach, Western Wyoming Community College

Presenters will walk attendees through all facets of an Excel based costing model used to calculate the costs of traditional and online classes - and demonstrate how data is applied. The model is scalable to large and small institutions, is in use by all state community colleges, has been adopted by the higher education commission as a way to compare delivery costs between colleges, develop system averages, and evaluate program effectiveness. 
11:30 AMLunch
12:30 PMAnalytical Responses to External Pressures

Mark Hampton, New York Institute of Technology Main Campus - Old Westbury

What happens when tried-and-true data and methodologies can't provide institutional decision-makers with the insight they need? This session will address strategic responses to external pressures such as demographic shifts, technological disruption, and pressures to reduce costs and improve quality, and the sources of information that can be used to guide these responses. Specific topics such as declining yields in admissions, growing budget deficits, and alternative tuition structures will be discussed along with analytical responses that use not only traditional institutional data and methodologies, but predictive analytics, market research, and resource optimization techniques.
12:30 PMWhy Cost Matters

Charles Tegen, Clemson University

This session reviews costing and allocation methodologies. Speakers illustrate how institutions determine the cost of programs, classroom instruction, research, auxiliaries, or initiatives. Also explored is how cost informs pricing decisions and advocacy with state appropriation decision makers.
1:45 PMAll Funds Budgeting

Andrew Harker, Stanford University

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. The panel will cover analytical questions and addressing business needs within the context of a model that examines all institutional resources.
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

2016 Managerial Analysis and Decision Support
November 17-18, 2016

Estimated CPEs:12

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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:

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