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How to Budget for Technology that Aligns with Institutional Goals

Best practices for aligning technology and business goals with efficiency and cost savings.

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Technology has disrupted the way we live, and is playing a significant role in changing the business model in higher education. This webcast will explore major trends in the higher education and technology marketplace. Speakers will address why institutions need to carefully plan investments in their IT portfolio to remain competitive and keep up with student, faculty, and staff expectations.
Loyola University Maryland’s technology transformation will be presented to illustrate concepts such as assessing technology capabilities against strategic and operating objectives, prioritizing goals and resource allocation, effectively migrating critical systems to a cloud infrastructure, working across campus to assess the needs of end-users, and enhancing service delivery. In short, speakers will discuss best practices for aligning technology and business goals to run an efficient operation with increased opportunities for cost savings.

What You Will Learn

After participating in this program, you will learn:

  • Approaches for aligning strategic planning with institutional, business, and technology objectives.
  • How to increase collaboration to achieve desired financial results.
  • Ways to connect technology use and change to sustainable revenue streams.

Meet the Presenters

  • Dave Hartman, president, Hartman Executive Advisors
  • Randall Gentzler, vice president for finance and treasurer, Loyola University Maryland
  • Sue Menditto, director, accounting policy, NACUBO

Who Should Attend    

  • Chief business officers
  • Chief financial officers
  • Chief information/technology officers
  • Controllers
  • Assistant vice presidents of finance
  • Treasurers
  • Budget directors

Course Information

  • Course Level: Intermediate
  • Course Type:  Group internet based training
  • CPE Field of Study: Accounting
  • Length: 75 minutes
  • Prerequisites: none
  • CPE Credits: 1.5 (each person must register individually to earn CPEs)

Webcast Finance

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. The following course information is provided to help you determine the best learning experience to meet your needs

Who Should Attend

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


For further information regarding administrative policies such as refunds, cancellations, and complaints: 1.800.462.4916”, images of credit cards, and also include links to registration policy and cancellation policy

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