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Strategic Analysis—Improving Financial Planning at New York University

Insightful planning processes? Yes please!

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Chief business officers need to help their executive leadership and board improve strategic decision making and ensure long-term fiscal sustainability. Learn how New York University (NYU) has implemented a more insightful planning process: replacing decentralized planning models and processes with standardized, comprehensive and fully-integrated systems. The result—NYU is now leveraging data and predictive analytics to forecast and manage its financial plan and long-term institutional strategy across its global university network.

During this webcast, speakers will discuss leading practices on driver-based modeling, pro-forma financial statement forecasting, and scenario analysis to help institutions evaluate strategic options, policy changes, and financial risk to ensure long-term fiscal sustainability.

Meet the Presenters

  • Dan Feeley, assistant director, budget and planning, New York University
  • Wayland Ng, CFA, director of higher education, enterprise solutions, Huron Consulting Group
  • Sue Menditto, director, accounting policy, NACUBO

Webcast Accounting and Financial Reporting

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. After participating in this program, you will be able to:

  • Streamline your budget development process to collect, consolidate, and report budgets.
  • Decrease your financial planning consolidation timeline and improve turnaround time for what-if scenarios for executive leadership and the board.
  • Improve your planning process across functional groups – budget, capital planning, and treasury.
  • Integrate and align the unit-level budgets with the institutional long-range financial plan.

Who Should Attend

  • Chief Financial Officers
  • Chief Business Officers

  • Associate Vice Presidents

  • Controllers

  • Budget Directors
  • Unit Business Managers and Administrators

  • Treasurers

CPE Information

There are no CPEs offered for this event.

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


Registration assistance: 800.462.4916 or

Cancellation Policies

Member Standard Ends January 1, 2222


Non-Member Standard Ends January 1, 2222