November 15-16 | Online | See Schedule for Full Details
Colleges and universities are embracing analytics and using data, technology, and specialized knowledge to answer questions, reveal institutional needs, navigate challenges, predict outcomes, and improve financial performance. NACUBO's Integrating Analytics Forum provides content to help business officers tackle their data and integrate the use of analytics to inform decisions that meet institutional goals.
The 2021 Integrating Analytics Forum will be hosted online and address topics such as COVID-19, program margins, activity-based costing, data governance, student success, tools and technology, creating a data-informed culture, data visualization, resource allocation, financial aid decisions, and more. Case studies and campus expert panels provide institutional relevance.
Bob Atkins, CEO and founder, Gray Associates, Inc.
Mary Ann Coughlin, , Springfield College
Collette Creppell, , Chapman University
Maria Cruzet, , Mercy College
Troy Donoway, , Frostburg State University
Tiffany Ennis-Henry, , Emory University
Jonathan Gagliardi, , CUNY The City College of New York
James Guess, , The Racial Equity Group
Susan Guppy Cooper, , Emory University
Adem Gusa, ,
Mark Hampton, , Brooklyn Law School
Jose Herrera, , University of Northern Iowa
Adam Ingram-Eiser, , Tableau Software
Adam Ingram-Eiser, , Tableau Software
Shiva Jaganathan, , The University of Texas at Austin
Gina Johnson, , National Center for Higher Education Management Systems
Bradley Kendrex, , Chandler-Gilbert Community College
Paul Leef, , SmithGroup
Chad Marchong, , Georgia State University
Keith McIntosh, , University of Richmond
Ignacio Molina, , Maricopa Community Colleges Foundation
Wayland Ng, , TruED Consulting
Douglas Nutter, , HelioCampus
Bernadine Parker, , Abilene Christian University
Amelia Parnell, vice president for research and policy, NASPA: Student Affairs Administrators in Higher Education
Phillip Paulick, , University of Virginia
Marcus Richardson, assistant treasurer, CUNY Brooklyn College
Alexandria Roe, , University of Wisconsin System Administration
Jessica Shedd, , Tulane University
Pete Starrett, , Gray Associates, Inc.
Orkun Toros, , University of Texas at Dallas
Katherine Walker, , University of Virginia
Estimated 6 CPE Credits
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.
Join us for an adventure! Most in higher education already know the value data-informed decision-making has for their institutions and their students. But how do you know if you’re leveraging data to its fullest potential? Are there skills you can be building (or helping your colleagues build) to improve the use of data to support decisions? In this session, we’ll go on an analytics adventure to learn how to build data knowledge, develop sophisticated questions, and act on results of analyses.
Session Duration: 75 minutes; 11:00am–12:15pm ET
Demo Session: Anaplan Connected Planning and Analytics, featuring Abilene Christian University
Join this live demo session to learn how colleges and universities are leveraging the Anaplan cloud platform to transform budgeting, planning, and analytics. This demo session will feature a customer case study, with Abilene Christian University joining to share how the university uses Anaplan to improve strategic decision making through data-driven analytics.
Beginning an analytics initiative can be intimidating. In fact, in a survey of chief business officers, the majority indicated that either the cost of investing in either the technology or staff necessary was a barrier to using analytics at their institutions. How do you build engagement and establish the value of analytics when it is unlikely the institution will suddenly have more resources to invest in building a data-informed culture? In this panel discussion, you’ll hear some of the creative solutions other institutions have employed to build analytics capacity with limited resources.
Session Duration: 60 minutes; 1:15–2:15pm ET
Activity-Based Costing in Higher Education: Processes, Challenges, and Outcomes
As colleges and universities are called on to do more with less, simply cutting budgets is not an ideal solution. We provide an overview of demographic and fiscal challenges and discuss the urgent need to understand the inputs (revenue) and outputs (expenses) in activity‐based costing models. We present a basic data model and discuss critical assumptions involved in its development—which leads to an understanding of common challenges in model development as well as ways to overcome them. We also present a set of interactive dashboards that allow users to investigate academic efficiency from multiple perspectives, meeting multiple stakeholders’ needs.
Session Duration: 60 minutes; 1:15–2:15pm ET
Telling a Data Story: How to Effectively Communicate Business and Financial Data
Communicating business and financial data and insights is like telling a story. You must consider the moral of the story (your goals), your audience’s expectations and needs, and the usability of the information shared. Just as stories have conflicts, you are likely to experience challenges in communicating data effectively. In this session, panelists will provide examples of the types of data communication challenges they’ve had to overcome and share how they resolved these issues.
Session Duration: 75 minutes; 3:15–4:30pm ET
Back to Basics: The Lifecycle of a Dashboard Project
Are you tasked with dashboard development at your institution? Is your institution just beginning their analytics journey? Are you interested in discussing best practices and tips? In this interactive session, we will provide foundational training on the lifecycle of the development of a dashboard—from the spark of an idea/request, to a production-ready dashboard, and to continued maintenance. Participants will discuss best practices and techniques related to user-centered design, project management, and stakeholder engagement. This session will also provide an overview of the data acquisition process and validation and analysis methodologies.
Amelia Parnell, NASPA: Student Affairs Administrators in Higher Education
Being a “data person” in higher education is not limited to certain professional titles (e.g., data scientist, institutional researcher, analyst). In fact, trends suggest that every function at an institution can benefit from more strategic use of data. In this session, Amelia Parnell will share the Data Identify Framework, a six-part approach that every higher education professional possesses at varying levels. Amelia will describe the framework and how professionals can use it to engage in data-informed conversations with colleagues.
Session Duration: 60 minutes; 11am–12pm ET
Demo Session: How to Use Software to Organize Data and Support Analyzing Program and Course Economics
This session will demonstrate Gray's PES+ Economics Software, a tool that calculates the economics of individual programs so institutions can understand which programs produce margins and how much. Participants will learn about detailed financial scorecards for programs and courses, including revenue, direct instructional costs, and contribution margin, as well as student and credit hour data.
In NACUBO’s Study of Analytics, half of chief business officers cited mistrust or misunderstanding about how data would be generated and used as a barrier to the use of analytics at their institutions. How can leaders alleviate mistrust and misunderstanding and build a culture that values data-informed decision-making? In this session, you’ll hear how leaders at one institution involved academic units in the development of a rubric to align data use with the institution’s strategic goals. The session will address building buy-in, metric selection, and data gathering.
Space is one of a college or university’s most valuable assets, and it should be deployed in support of strategic institutional goals. However, many institutions face barriers to space management and even struggle having meaningful conversations about optimizing the use of these critical resources. This session will present (1) ways to leverage existing data, including a discussion of best practices for developing and using metrics to monitor efficiency or justify new initiatives and (2) how to present visualizations and insights that promote understanding and meaningful dialogue for stakeholders. Panel members from various institutions will discuss their experiences and lessons learned.
Colleges and universities have abundant amounts of one particular resource: data. However, concerns about data quality, challenges integrating data from disparate sources, and the frustration of waiting for data warehouse projects to be complete seem to impede progress toward building a data-informed culture. In this session, you’ll learn how one institution was able to not let the perfect be the enemy of the good. They’ll share how they were able to leverage the data they had to support critical decisions about instruction delivery modes; diversity, equity, and inclusion goals; and faculty productivity.
Analytics can help colleges and universities tackle many of their biggest challenges, but launching analytics initiatives also brings other frustrations. Business officers often lament: Why does the implementation of new software or a new tool take so long? And why doesn’t the “out-of-the-box” version give us what we want? Why can’t we agree on definitions for our data? And why are our data not clean and accessible? In this session, you will have the opportunity to hear information technology, institutional research, and institutional effectiveness professionals answer these questions and more. Come with questions about data that you’ve always wanted answered!
You’ve attended the Integrating Analytics Forum, but what’s next? How do you translate the ideas from Forum sessions into manageable steps at your own institution? In this session, the members of the IAF Planning Committee will answer audience questions and share best practices for building analytics capacity, asking and refining questions, and making sure analytics efforts lead to strategic decision-making.