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2019 Planning and Budgeting Forum

September 16-17 | Pittsburgh


Omni William Penn Hotel
September 16-17, 2019 | Omni William Penn Hotel | Pittsburgh
This event is for business officers with planning and budgeting responsibilities. Sessions will address the latest techniques in higher education resource management. Presenters include experienced business officers and strategists. Topics address financial reserves, integrated benchmarking, performance metrics, capital planning, maximizing resources for student success, and more.
Questions regarding this program, please contact Ashley Makarsky at or 202-861-2554.

Planning and Budgeting Workshop

Who should attend

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

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

  • Approaches for using planning and budgeting as an agent for institutional change
  • Innovative planning and budgeting methods being practiced at colleges and universities
  • Strategies to address higher education resource management


No prerequisites and/or advance preparation required.

Interesting in Sponsoring?

Contact LaTosha McNeal, Senior Manager, Business Development, or call 202.861.2582

CPE Information


CPE Details

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



The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunch, refreshment breaks, and reception as specified by the program schedule, and access to program materials.

Advanced registration ends on August 18, 2019

Member Early


Member Advance Registration

Non-Member Early


Non-Member Advance Registration

Member Regular


Member Regular Registration

Starts on Aug 19

Non-Member Regular


Non-Member Regular Registration

Starts on Aug 19

Hotel & Travel Information

Rooms Rate

Single: $189.00 Book Room Here

Double: $189.00 Book Room Here

Phone Reservation: 800.864.6664

Rates guaranteed until (subject to availability): 8/18/2018

Savor sophistication at Omni William Penn Hotel. Since opening its doors in 1916, the hotel has played a starring role in the city of Pittsburgh, hosting movie stars, politicians, heads of state and leaders of business and industry. A multi-million-dollar renovation enhanced the beauty of our luxury hotel to ensure that generations to come will enjoy the outstanding service, comfortable accommodations, elegant event venues and award-winning cuisine that have defined s for decades. We invite you to be a part of our history when you reserve our guest rooms and suites any time of year.
Omni William Penn Hotel is just 18 miles from Pittsburgh International Airport and 11 miles from Allegheny County Airport. 

Call for Proposals

For questions regarding the submission process, contact Altovise Davis at

The NACUBO 2019 Planning and Budgeting Forum Call for Proposals will open February 19 - April 8, 2019. We are seeking presentations on (but not limited to) the following topics:

  • Program costing
  • Effectively communicating financial and budget information
  • Options for centralized or decentralized resource control and allocation
  • Integrating budgets with strategic institutional objectives
  • Planning capital projects
  • Developing and implementing budget systems
  • Assessing return on investment
  • Successful budget processes
  • Evaluating program contribution and margin

 Guidelines for submission:

  • Proposals may be submitted at any time until 5:00 p.m. ET on Friday, April 12, 2019. New submissions will not be accepted after the deadline has passed.
  • Submission of a presentation does not guarantee participation in the program.
  • Do not submit proposals unless each speaker is available to present at any time during the program dates of September 16-17, 2019.
  • Include all presenters that will take part in the presentation. Do not list co-presenters without definite commitment that they will be on the program. All speakers must agree to the terms and conditions for participation.
  • Each proposal must have at least one speaker from a college or university.
  • All selected speakers will receive an official confirmation letter. No more than three (3) speakers per session will be given complimentary registration to the conference. Speakers must complete an agreement form to be confirmed for a session.
  • Proposal submission topics cannot be changed after the review and selection process.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.
  • Selected presenters are responsible for paying housing and travel incurred in conjunction with participation in the 2019 Planning and Budgeting Forum.
  • Acceptance notifications will be sent by June 11, 2019. The person listed as the primary contact for the proposal will be informed of the final decision. Please note that only a limited number of proposals will be accepted for inclusion.



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