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Short-Term and Long-Term Planning While Considering Operating and Capital Tradeoffs

On-Demand | Originally Broadcast July 27, 2020

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Short and Long Term Planning Arrows Graphic

The pandemic has left colleges and universities facing significant fiscal challenges, preparing for the new normal, and redefining budgets for FY21 and beyond. Our panel of senior financial officers from three large universities will answer questions such as:

  • What are the changes and tradeoffs to both operating and capital budgets?
  • So far, what additional expenses are expected for public safety?
  • What impacts will testing/tracing needs have on Division I programs?

They will also cover the short-term and long-term impacts to their universities and how they are addressing the financial realities caused by the COVID-19 crisis.

Finance Planning and Budgeting 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:

  • Discuss ways Division I programs will need to be adjusted to account for new testing/tracing policies.
  • Identify ways to adjust fiscal plans for FY2021 to account for the fiscal challenges posed by the crisis.
  • Outline the short-term and long-term impact to operating and capital budgets caused by the COVID-19 crisis and some methods for addressing those effects.

Who Should Attend

  • Assistant Vice Presidents
  • Budget Directors
  • Chief Business Officers
  • Chief Financial Officers
  • Planning Officers
  • Treasurers

Meet The Presenters

  • Clinton P. Carter, senior vice president for finance and administration, chief financial officer, The University of North Carolina System
  • Richard Petillo, chief financial officer, Clemson University
  • Stephanie Pianka, senior vice president for finance and budget and chief financial officer, New York University
  • Jon Speare, executive director, Treasury Institute for Higher Education

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


Registration assistance: 877.797.7698 or

Cancellation Policies

Non-Member Standard Ends June 10, 2022


Member Standard Ends July 27, 2022




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