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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

MSRB Seeks Comments From Municipal Borrowers on ESG Disclosures

January 6, 2022

As voluntary environmental, social, and governance (ESG) disclosures, along with the marketing of ESG-Labeled Bonds, have grown, the Municipal Securities Rulemaking Board is seeking input on these practices and implications for issuer protection, investor protection, and fairness in the securities market.


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  • September 2, 2021

    NACUBO Joins Amicus Briefs on COVID-19 Tuition Lawsuits

    Some students who were displaced from campus due to the coronavirus pandemic and their parents have filed lawsuits for tuition refunds. NACUBO joined 18 other associations in an amicus brief countering the assertion that the pivot to online operations caused by COVID-19 was somehow a financial windfall for institutions and are working to detail the tremendous costs institutions have incurred.

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  • November 27, 2019

    Projecting College Closures Draws Scrutiny and Demands Self-Reflection

    NACUBO President and CEO Susan Whealler Johnston shares her deep concern with a recent attempt to predict colleges' demise and offers guidance for communicating your financial information.

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Upcoming Programs

  • February 28, 2023

    Moving From Incremental to All-Funds Budgeting

    March 30, 2023 | 2–2:30 pm ET | Online | Consulting Webcast

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  • September 14, 2022

    2023 Higher Education Accounting Forum

    April 2–4, 2023 | Washington, DC | See Schedule for Details | All Times Listed in Eastern

    Learn More

Research

  • March 16, 2023

    NACUBO Student Financial Services Benchmarking Report

    The annual Student Financial Services (SFS) Benchmarking Report examines trends in student financial services operations, staffing, and SFS operating budgets at NACUBO member colleges and universities.

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  • March 03, 2023

    Future Endowment Study Participation

    Information about participating in the 2023 endowment study for college and university endowments and affiliated foundations.

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Press Releases

  • March 15, 2023

    Higher Education Leader Kara D. Freeman Named NACUBO President and CEO

    Freeman joins NACUBO from the American Council on Education and is the first African American woman to serve in this role.

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  • March 13, 2023

    NACUBO and Commonfund Partner on Higher Education Endowment Research

    The partnership will produce the 50th annual Study of Endowments.

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