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Optimizing Resource Allocation Through Integrated Financial Modeling

On-Demand | Originally Aired October 6, 2020

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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.
This webcast is part of the PLUS Programming available as part of the 2020 Planning and Budgeting Forum and/or the half-day virtual event Using Analytics to Improve Planning and Budgeting Decisions. You may register for this webcast a la carte or as part of the PLUS bundles on the individual event webpages.
Planning and Budgeting Analytics Webcast

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—

  • Describe 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
  • Implement an integrated financial modeling tool to perform proforma financial statements forecasting and ratio analysis

Who Should Attend

  • Academic Officers
  • Accountants
  • Assistant Vice Presidents for Finance and/or Administration
  • Budget and Finance Analysts
  • Budget Directors
  • Budget Managers
  • Chief Financial Officers
  • Controllers
  • Planning Officers
  • Unit Business Managers

Meet The Presenters

  • 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

CPE Information

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

This event is generously supported by:

NACUBO thanks the following supporters of our E-Learning platform:


Registration assistance: 877.797.7698 or

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