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Planning and Budgeting

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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.

Download Chapter 13

College and University Budgeting, A Guide for Academics and Other Stakeholders, Fifth Edition

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

  • October 21, 2022

    Fundamentals of College and Nonprofit Endowments

    February 9, 2023 | 2–3:15 pm ET | Online | Complimentary Session from the 2023 Endowment Leadership Series

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  • October 21, 2022

    2023 Endowment Leadership Series

    February 9–April 20, 2023 | Online | See Schedule for Details

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Research

  • February 01, 2023

    Historic Endowment Study Data

    Historical endowment data from institutions that particpated in the annual NACUBO endowment surveys

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  • January 18, 2023

    Public NTSE Tables

    Public NTSE tables provide an overview of investment returns, asset allocations, spending rates, and endowment market values at college and university endowments and affiliated foundations that participate in the annual series of NACUBO endowment studies.

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Latest News

  • January 30, 2023

    NACUBO Comments on GASB Proposal to Update Implementation Guidance

    NACUBO recently submitted a comment letter to GASB with our views on the exposure draft that provides new implementation guidance for leases, subscription-based information technology arrangements, and accounting changes and error corrections.

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