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2021 Planning and Budgeting Forum

September 13-14, 17, 2021 | Online | See Schedule for Full Details


The 2021 Planning and Budgeting Forum is your can’t-miss ticket to the latest strategies in higher education resource management. This information-packed online event will focus on innovative planning and budgeting methods, how the process can affect institutional change, and much more. 
This year’s key topics include—
  • Achieving campus-wide budget intelligence
  • Continuous improvement
  • Capital planning
  • Financial modeling
  • Using data to inform decisions

Planning and Budgeting Webcast Workshop

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

  • Discuss innovative planning and budgeting methods being practiced at colleges and universities
  • Identify approaches for using planning and budgeting as an agent for institutional change
  • Recognize strategies to address higher education resource management

Who Should Attend

  • Associate Vice Presidents of Finance, Administration, or Budget
  • Budget Directors
  • Budget Managers
  • Planning Officers


No prerequisites and/or advance preparation required.

CPE Information

Estimated 13 CPE Credits in Finance

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

Member Ended September 17, 2021


Non-Member Ended September 17, 2021


NACUBO thanks the following supporters of this event:

Premier Sponsors

Classic Sponsors


Day 1

Show Full Day

Day 2

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Day 3

Show Full Day

Call for Proposals

The deadline to submit proposals for the 2021 Planning and Budgeting Forum was June 11, 2021. Visit the Submit Content page for more information on programs that accept proposals.


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