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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

Jacalyn Askin

Senior Fellow, Finance and Campus Management

202.861.2525

jaskin@nacubo.org


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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  • 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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  • September 17, 2018

    SEC Adopts New Disclosure Amendments

    Issuers of municipal securities are now required to provide to the Municipal Securities Rulemaking Board timely notice of certain new financial events. The new rules are designed to inform investors about the current financial condition of issuers.

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Upcoming Events

  • May 29, 2019

    Reconsidering Tuition Discounting Strategies

    An overview of the 2018 Tuition Discounting Study

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  • June 25, 2019

    Legislative Lunchcast: A Washington Update from NACUBO (June 2019)

    The latest from the federal affairs team.

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Research

  • May 08, 2019

    2018 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

  • May 16, 2019

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

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  • May 09, 2019

    Private Colleges Now Use Nearly Half of Tuition Revenue For Financial Aid

    Average institutional grant for freshmen has increased 91 percent over the decade, new NACUBO report finds

    Read More →