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2019 Planning and Budgeting Forum

September 16-17 | Pittsburgh


Omni William Penn Hotel
Planning and Budgeting is your can’t-miss ticket to the latest strategies in higher education resource management. This information-packed event will focus on innovative planning and budgeting methods, how the process can affect institutional change, and much more. 
This year’s key topics include—

  • Achieving campus-wide budget intelligence
  • Continuous improvement
  • Capital planning
  • Financial modeling
  • Using data to inform decisions 

Planning and Budgeting Workshop

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

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

Who Should Attend

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


No prerequisites and/or advance preparation required.

CPE Information


Participants will be awarded up to 11.5 CPE credits for this group live event. CPE credits can be earned in the following categories: Management Services, Finance, and Specialized Knowledge. The course level is intermediate to advanced.

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


The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunch, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Advanced registration ends on August 18, 2019

Member Early Ended August 19, 2019


Non-Member Early Ended August 19, 2019


Member Regular Ended September 18, 2019


Non-Member Regular Ended September 18, 2019


Hotel & Travel Information

Rooms Rate

Double: $189.00

Single: $189.00

Phone Reservation: 412.281.7100

Rates guaranteed until: 8/18/2018 (subject to availability)

Savor sophistication at Omni William Penn Hotel. Since opening its doors in 1916, the hotel has played a starring role in the city of Pittsburgh, hosting movie stars, politicians, heads of state and leaders of business and industry. A multi-million-dollar renovation enhanced the beauty of our luxury hotel to ensure that generations to come will enjoy the outstanding service, comfortable accommodations, elegant event venues and award-winning cuisine that have defined s for decades. We invite you to be a part of our history when you reserve our guest rooms and suites any time of year.
Omni William Penn Hotel is just 18 miles from Pittsburgh International Airport and 11 miles from Allegheny County Airport. 
The hotel is currently sold out of rooms in the NACUBO room block for Sunday, September 15th and Monday, September 16th.  
Omni William Penn Hotel

Campus Tour

Sunday, September 15, 3-6 pm Tour of Carnegie Mellon University

Come early on Sunday and for an exclusive tour of Carnegie Mellon University (CMU). A private, global research university, Carnegie Mellon stands among the world's most renowned educational institutions and strives to have a transformative impact on society through continual innovation in education, research, creativity, and entrepreneurship. CMU is at the leading edge of human progress, doing the work that matters using world-leading digital technologies across business, engineering, the sciences, the humanities, and the arts.

A coach bus will leave promptly at 3:00pm from the lobby of the Omni Penn hotel for a short trip to the CMU Welcome Center. Your time at CMU will include a guided campus walking tour, a brief presentation, and first-hand look at some of CMU’s groundbreaking innovation and research and their impact on society and humanity. The tour will conclude at approximately 5:35 p.m. with a bus returning to the Omni William Penn hotel. A second drop off location will be Market Square (approximately an 8 minute walk from the hotel). Market Square is in the center of Pittsburgh’s downtown and hosts a variety of restaurants including Primanti Bros, Chipotle, Ruth’s Chris Steak House, and more.

There is no charge for the tour. However, if you sign up on the registration page and do not attend, you will be assessed a “no show” fee of $35. Walking shoes and casual dress are encouraged.


Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day



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