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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

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Finance

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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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  • May 22, 2023

    NACUBO Student Financial Services Policies and Procedures Report

    The SFS Policies and Procedures Report is based on a triennial survey that examines and illuminates a wide range of college and university studetn financial services policies and practices.

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    NACUBO Benchmarking Tool Frequently Asked Questions

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Latest News

  • May 30, 2023

    State Higher Education Funding Rises Nearly 5 Percent in FY22

    Total funding for state higher education institutions reached $120.7 billion in FY22, a 4.9% inflation-adjusted increase over FY21, according to the State Higher Education Executive Officers (SHEEO). Meanwhile, public institution enrollment dropped for the 11th consecutive year.

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