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Weathering Turbulent Times

Small College Guide to Financial Health: Weathering Turbulent Times

By Michael K. Townsley

This publication examines the financial and strategic resources that private colleges and universities must have in place to withstand the storm. Small college presidents, CFOs, planners, chief academic officers, and board members will find substantive guidance on analyzing financial condition, reshaping strategy, and implementing best practices.

Resources

Debt Financing & Management - Find resources on institutional debt policy and management, the bond issuance and rating processes, typical debt vehicles, and common measures of creditworthiness.

Treasury Management - Find resources on effective cash management--maximizing short-term investment income, minimizing expenses, and streamlining processes associated with cash flows in the most cost-effective manner.

Moody's Rating Roadmap (April 2009) - "U.S. Colleges and Universities Rating Roadmap: Focus on Special Risks During Recession & Credit Crisis." (Reprinted with permission from Moody's Investor Services, Inc.)

Contact

Sue Menditto

Senior Director, Accounting Policy

202.861.2542


News

New Report Demonstrates Financial Stability of Small and Mid-Sized Private Colleges

September 05, 2017

"The Financial Resilience of Independent Colleges and Universities" challenges the myth that small and mid-sized private institutions are at financial risk; data show that most are financially stable.


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  • June 10, 2019

    ED Issues Clarifying Guidance on Financial Responsibility Reporting

    A new Q&A addresses reporting for public institutions, as well as debt and liability triggers for all institutions. Institutions are expected to submit any necessary supplemental reporting that results from this new information by June 13.

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  • April 10, 2019

    ED Seeks Comments on Proposed IPEDS Finance Survey Changes

    The Department of Education is accepting comments on its proposed Integrated Postsecondary Data System (IPEDS) survey changes through May 20. Most notably, proposed finance survey changes address tuition discounts, financial ratios, endowments, other post-employment benefits, and athletics.

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  • April 09, 2019

    State Higher Education Funding Remains Below Pre-Recession Levels, New SHEEO Report Reveals

    The 2018 State Higher Education Finance (SHEF) report, an annual survey on state higher education finance and enrollment issues, has found that annual state appropriations to colleges and universities are still below the per-student levels reported in 2008.

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Upcoming Events

  • September 16, 2019

    2019 Planning and Budgeting Forum

    September 16-17 | Pittsburgh

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  • September 19, 2019

    Legislative Lunchcast: Spotlight on New ED Financial Responsibility Reporting

    September 19 | 1–1:30pm ET

    Learn More →

Research

  • August 28, 2019

    NACUBO-TIAA Study of Endowments

    This annual survey provides comprehensive analysis of investment returns, asset allocations, and governance policies and practices at more than 800 U.S. higher education institution endowments and affiliated foundations, representing nearly $617 billion in endowment assets.

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  • May 08, 2019

    NACUBO Benchmarking Tool

    The NACUBO Benchmarking Tool allows member institutions to compare their endowment, tuition discounting, and student financial services survey results against self-selected peer group averages.

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Press Release

  • August 23, 2019

    Associations Release 6 Steps To Harness Analytics and Save Higher Education

    AIR, EDUCAUSE, and NACUBO collaborate on new statement for college and university leaders

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  • May 16, 2019

    NACUBO Selects 14 Higher Education Business Officers for Exclusive 2019-20 Fellows Program

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