Colleges and universities are challenged to do more with less. To meet
this challenge while fulfilling their missions, institutions must optimize
resource allocation, which often means prioritizing strategic institutional objectives and maximizing
the return of available funds.
Learn how two institutions leverage an
integrated financial modeling framework to support data‐informed decision-making
for senior leadership. Through proforma financial modeling and scenario
analysis, these universities have the capabilities to evaluate changing
business variables, assess financial risk, and analyze strategic options to
guide long-term fiscal sustainability. This interactive presentation will include
a live demo of driver-based financial forecasting and scenario analysis and
lessons learned from implementing such a solution.
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—
some benefits of using a statistical, driver-based modeling framework
Identify analytical resources that support data-informed decision-making, including tools that assist with scenario modeling
an integrated financial modeling tool to perform proforma financial statements
forecasting and ratio analysis
Who Should Attend
Assistant Vice Presidents for Finance and/or Administration
Virginia Dowse, assistant vice president and controller, University of Dayton
Lauren Goldsmith, senior director of financial planning and analysis, Saint Joseph's University
Barry Harte, assistant vice president for budget and financial planning, Saint Joseph's University
Megan Will, senior financial planning analyst, University of Dayton
Bryan Witkowski, director of financial information systems, Saint Joseph's University
Bryan Dickson, director, student financial services and educational programs, NACUBO
There are no CPEs offered for this event.
CPE credit is not available for On-Demand programs at this time.
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 www.nasbaregistry.org.
This event is generously supported by:
NACUBO thanks the following supporters of our E-Learning platform: