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Planning and Budgeting

Did You Know?

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.

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COVID-19 Resources

Navigating COVID-19
The latest information for college and university business administrators.

COVID-19 Checklists
Prepare for a number of scenarios on campus related to COVID-19 with a series of checklists created by NACUBO members and staff.

Finance

Explore resources on institutional debt policy and effective cash management. Learn more.

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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Upcoming Programs

  • May 18, 2021

    NACUBO Endowment Master Class Series

    February 9–May 18, 2021 | 1:00 - 2:00pm ET | See Schedule for Full Session Details

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  • May 18, 2021

    The Role of Diversity in Asset Management and Industry Pipeline Building

    May 18, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series

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Research

  • April 28, 2021

    Public NTSE Tables

    Public NTSE tables provide an overview of investment returns, asset allocations, spending rates, and endowment market values at college and university endowments and affiliated foundations that participate in the annual series of NACUBO endowment studies.

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  • April 22, 2021

    2020 NACUBO-TIAA Study of Endowments

    This annual survey provides comprehensive analysis of investment returns, asset allocations, and governance policies and practices at higher education institution endowments and affiliated foundations, representing over $630 billion in endowment assets.

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Latest News

  • May 07, 2021

    NACUBO Updates Student Agreement Language to Address Assessment of Collection Fees

    NACUBO’s updated advisory, Best Practices for Student Financial Responsibility Agreements, includes model language for the agreements and addresses court decisions affecting the ability of an institution to recover costs associated with collections, among other topics of interest to business officers.

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