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Events and Programs
Events and Programs

2016 Planning and Budgeting Forum

September 19-20, 2016
Loews Philadelphia Hotel
Philadelphia, PA


You can also register to stream top sessions of Planning and Budgeting from your home or office with NACUBO Live!

This NACUBO forum is the “not to miss” event for business officers with planning and budgeting responsibilities. Concurrent sessions address the latest techniques in higher education resource management. Presenters include experienced business officers and higher education strategists. This year’s topics address financial reserves, integrated benchmarking, performance metrics, capital planning, maximizing resources for student success, data driven decisions, effective communication, and more.

Who Should Attend

  • Associate Vice Presidents of Finance, Administration, or Budget
  • Budget Directors
  • Budget Managers
  • Chief Financial Officers
  • Planning Officers

What You'll Learn

  • Strategies to address higher education resource management
  • Innovative planning and budgeting methods being practiced at colleges and universities
  • Approaches for using planning and budgeting as an agent for institutional change


No prerequisites and/or advance preparation required.

Course Level


Estimated CPEs

Participants will be awarded up to 12 CPE credits for this group live event. CPE credits can be earned in the following categories:

Business Management and Organization, Finance, Personal Development

Program Overview

2016 Planning and Budgeting Forum
September 19-20, 2016

Estimated CPEs:12


Armanino LLP

Grant Thornton

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Prophix Logo

Whitebirch Logo

Workiva Logo

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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