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2023 Planning, Budgeting, and Analytics Forum

September 24-26, 2023 | Chicago

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NACUBO’s 2023 Planning, Budgeting, and Analytics Forum offers strategies for higher education goal setting and resource management. Focusing on institutional planning, this must-attend event provides content to help business officers and their teams use data and allocate resources—including financial, facilities and infrastructure, and human resources—to support their institutions and students.

This year’s key topics include—

  • Addressing resource constraints
  • Communicating financial data
  • Exploring different budget models
  • Maximizing resources for student success
  • Scenario planning
  • Using data to inform decisions

Looking to Attend Online?

Check Out the Online Program

Planning, Budgeting, and Analytics

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 innovative budgeting practices, including the how data support planning efforts
  • Formulate approaches for creating a data-informed institutional culture
  • Identify approaches for using planning and budgeting as an agent for institutional change
  • Outline ways to use data and analytics to increase efficiencies while maintaining or improving outcomes

Who Should Attend

  • Associate Vice Presidents of Finance, Administration, or Budget
  • Budget and Finance Analysts
  • Budget Directors and Managers
  • Chief Financial Officers
  • Controllers and Accountants
  • Finance Administrators
  • Internal Auditors
  • Planning Officers
  • Unit Business Officers

CPE Information

Estimated 14 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


Cancellation Policies

Member Early Ends August 27, 2023


Member Regular Starts August 28, 2023


Non-Member Early Ends August 27, 2023


Non-Member Regular Starts August 28, 2023


Hotel & Travel Information

  • September 24-26, 2023
  • Hyatt Regency McCormick Place
  • Chicago, IL

Located within walking distance of Soldier Field and Wintrust Arena in Chicago’s South Loop neighborhood, Hyatt Regency McCormick Place redefines the convention center hotel experience. The Hyatt Regency McCormick Place offers a modern place to meet and retreat near Michigan Avenue.

NACUBO's Group Rate for the 2023 Planning, Budgeting, and Analytics Forum$277 single/double (plus applicable taxes)*

The deadline to reserve a room at the NACUBO Group Rate:  August 27, 2023

To make your room reservation, Click Here

Hyatt Regency McCormick Place

NACUBO thanks the following supporters of this event:




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