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Planning and Budgeting With Analytics

On-Demand | Originally Broadcast March 2, 2021 | See Schedule for Recordings Included

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Colleges and universities face complex challenges in navigating their planning and budgeting processes. With the expectation of improving effectiveness while also increasing efficiencies, resource allocation has become a difficult skill to master. More than ever, institutions are turning to data and analytics to help inform those decisions, from the day-to-day operations to investments in strategic initiatives.
It is clear that many colleges and universities adjusted their processes during the COVID-19 pandemic. As institutions look to FY22 and beyond, what additional changes will need to be made, and what role will analytics play? Discover how colleges and universities are using reserves, assessing academic costs, forecasting, and reviewing the efficiency of space utilization on campus.
This special half-day online event will cover the role of analytics in making planning and budgeting decisions. Attendees will learn how to use data to make difficult decisions, how analytics can help leaders understand cost and revenue drivers, and how dashboards can display data to various stakeholders and support decision-making.
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

  • Develop both the technical and interpersonal skills needed to use data and analytics more effectively at your institution.
  • Develop strategies to translate your institution’s data and analytics to actionable information.
  • Identify ways data and analytics can better inform, support, and guide decisions made throughout planning and budgeting processes.

Who Should Attend

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


No prerequisites and/or advance preparation required.

CPE Information

Estimated 3.5 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 Member Ends October 2, 2021


Non-Member Non-Member Ends March 3, 2022


NACUBO thanks the following supporters of this event:


Day 1

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