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Analytics that Support Planning, Budgeting, and Results

Default to be set by NACUBO


Higher education institutions have responded to a sluggish economy by reducing costs, using alternate delivery mechanisms, employing different tuition structures and benchmarking results against peers. Yet, colleges and universities face additional accountability and oversight pressure – whether through performance funding mandates, governing board decrees, or the hotly debated federal rating system. Institutions can prepare and adopt a proactive approach that integrates desired objectives, resource allocation, and results assessment. Hear how two very different institutions are using business analytics to provide leaders with information and knowledge about their enterprises.


After participating in this program, you will be able to:

  • Understand how to drive the process to implement new and different initiatives
  • Identify how to strategically modify budgets and resource distribution
  • Analyze and mine educational data for peer comparison


  • Natalie Kellner, Executive Director, Strategic Planning and Performance Management, New Mexico State University
  • Robert Preston, Vice President, Audit and Business Process Management, Montgomery College
  • Sue Menditto, Director, Accounting Policy, NACUBO


  • Chief business/finance officers
  • Controllers
  • Financial reporting managers
  • Accounting staff
  • Vice presidents of finance

Course Information

  • Course Level: Intermediate
  • Course Type:  Group internet based training
  • CPE Field of Study: Accounting
  • Length: 100 minutes
  • Prerequisites: none
  • CPE Credits: 2.0


No prerequisites and/or advance preparation required.

Customer Support

For technical support visit our line: Webcast Help Guide

Technical Requirements

Software/Browser Requirements

  • Windows 7 / 10
  • Adobe Acrobat
  • Flash Player

WindowsFlash Player

CPE Information


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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


For further information regarding administrative policies such as refunds, cancellations, and complaints: 1.800.462.4916”, images of credit cards, and also include links to registration policy and cancellation policy

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