Skip to content Menu

Planning With Purpose: How to Design a Quantitatively Supported Planning Regimen

On-Demand | Originally Broadcast on January 15, 2020

Register Now

Overview

In these challenging times, intentionally aligning and coordinating your planning, resource allocation, and assessment efforts is essential. Designing and developing an integrated approach to planning, supported by well-honed analytical processes, is the foundation for good decision-making and institutional success.
 
This webcast will cover the necessary elements for achieving such alignment and coordination. The presenters will outline the technology required to integrate budgeting and forecasting in support of the planning effort. You’ll also hear from Wofford College on how they used financial modeling intelligence to analyze alternative operational and capital initiatives as part of its integrated planning process. Tune in to learn how to align planning with resource allocation and assessment to improve outcomes, use financial modeling intelligence to guide planning efforts and influence resource allocation decisions, and investigate various ways to apply financial modeling in support of planning at your institution.
 

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

  • Align and link planning with resource allocation and assessment to improve outcomes
  • Investigate different ways to apply financial modeling in support of planning
  • Use financial modeling intelligence to guide planning efforts and influence resource allocation decisions

Who Should Attend

  • Chief Academic Officers
  • Chief Financial Officers
  • Chief Planning Officers

Meet The Presenters

  • Christopher Gardner, chief financial officer, Wofford College
  • Larry Goldstein, president, Campus Strategies, LLC
  • Brett Matteo, President, PFM Group - Synario
  • Sue Menditto, senior director, accounting policy, NACUBO

CPE Information

There are no CPEs offered for this event.

CPEs are only available for live 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.

Rates

Registration assistance: 877.797.7698 or support@nacubo.org

Cancellation Policies

Member Standard Ends January 15, 2022

$129

Non-Member Standard Ends January 15, 2022

$219

Upcoming

NACUBO Town Hall: Financial Responsibility Rules and Clarifications

November 30, 2020 | 1–1:45 pm ET

Unconscious Bias: Increasing Awareness as Leaders

December 4, 2020 | 1–2:00 pm ET

How to Use Academic Program Costs Studies to Impact Your Portfolio of Offerings

December 15, 2020 | 3–3:30 pm ET