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Toward Strategic Financial Thinking

On-Demand | Originally Broadcast on January 18, 2022 | Part of the Bridging Governance and Administration Series

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A primary responsibility of the CBO is to guide the institution in funding core operations while targeting the use of financial and non-financial resources to move the institution forward – and the board plays a role in affirming long-term financial goals.  This session will explore ways to ensure leaders and board members are strategically using data, analyzing trends, applying alternative strategies and supporting an institution’s leaders to successfully achieve their strategic priorities while also fulfilling board responsibilities.
This session is a part of the Bridging Governance and Administration Series, exploring the relationship between the CBO and the board.
Endowment Management Webcast Workshop

Meet The Presenters

  • Brett Sweet, vice chancellor for finance, information technology and chief financial officer, Vanderbilt University
  • Lisa Calise, senior vice president for administration and finance and treasurer, University of Massachusetts System
  • Nora Tyson, vice admiral, US Navy; vice chair of the board, Vanderbilt University

CPE Information

Estimated 1 CPE Credits

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


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