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Planning and Budgeting

Did You Know?

Chapter 13 of NACUBO's College and University Budgeting, 5th Edition by Larry Goldstein and supported by Synario, discusses the difficult decisions that arise when an institution faces severe economic challenges—whether driven by broad-based economic catastrophes, natural disasters, or simply poor management—and offers both short- and long-term responses to difficult financial times.

We've made the chapter "Responding to Extraordinary Circumstances" freely available along with several other resources below.

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COVID-19 Resources

Navigating COVID-19
The latest information for college and university business administrators.

COVID-19 Checklists
Prepare for a number of scenarios on campus related to COVID-19 with a series of checklists created by NACUBO members and staff.

Finance

Explore resources on institutional debt policy and effective cash management. Learn more.

Featured Articles

Business Officer magazine has covered higher education planning and budgeting successes and challenges:

Preserve You Reserves (March/April 2020)
Planful prioritizing of reserves can help ensure that your campus remains nimble when it needs to spend set-aside funds.

Rainy-Day Reserves (March/April 2020)
Developing—and communicating—a financial reserves policy can help institutions pursue and maintain a strong growth position while guarding against unexpected circumstances.

Mastering M&As (December 2019)
An excerpt from a recent NACUBO book helps you understand potential challenges inherent in conjoining the programs and people from merging institutions.

Greater Than The Sum (December 2019)
Shared services agreements can increase savings, enhance operational efficiencies, and expand opportunities for students.

RCM Reality Check (November 2019)
One study of responsibility centered management underscores the need to address crucial concerns prior to implementation.

An Embedded Budget (June 2018)
One approach to demands for a new business model for higher education is to establish a collaborative, comprehensive planning process that engages all stakeholders in developing a strategic, multiyear budget.

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Upcoming Programs

  • August 11, 2021

    Financial Offices in Higher Ed: Are YOU an Easy Target?

    Partner Webcast | December 7, 2021 | 1–2pm ET

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  • December 15, 2021

    Legislative Lunchcast: A Washington Update From NACUBO (December 2021)

    December 15, 2021 | 1–1:30pm ET

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Research

  • November 17, 2021

    Tuition Discounting Study Glossary and Help Text

    Help text for the Tuition Discounting Study (TDS) survey questions and definition of key terms in the annual Tuition Discounting Study

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  • November 09, 2021

    NACUBO Benchmarking Tool Frequently Asked Questions

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Latest News

  • December 04, 2021

    Second AACRAO-Lumina Foundation Report Dives Deeper on Use of Holds

    This new report looks at administrative hold policies and practices at 317 colleges and universities. In addition to reviewing the use of holds—both for registration and for transcripts—the report provides recommendations for higher education institutions.

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