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Planning and Budgeting

Business Officer magazine has covered higher education planning and budgeting successes and challenges:

An Open Budget Book (November 2017)

  The University of Massachusetts leverages budget forecasts to engage campus leaders and facilitate long-term financial health.

A Matter of Priorities (July / August 2017)

  A data driven comprehensive analysis of programs can identify new opportunities and marry budget and mission.

Functional Financials (June 2017)

   NYU implements a web-based application to consolidate financial plans and improve resource allocation decisions and reporting.

Rightsizing Revenue (March 2017)

   Denison University creates a strategic plan that focuses on education while balancing resources and supporting steady growth.  

An Array of Advances (February 2007)

   The stories of colleges and universities that have undertaken strategic change to remain relevant and viable.

The Comeback Campus (January 2017)

   Edinboro University turns around by focusing on linking the budget to planning, assessment, and decision making.

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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  • February 20, 2015

    Report Examines Outcomes-Based Funding Models

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Business Officer

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Accounting Principles Council

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Workshops

Our professional development programs are designed to deliver the skills, concepts and best practices for success to individuals in the business of higher education.

Upcoming Events

  • October 27, 2019

    2019 Tax Forum

    October 27-29 | Atlanta

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  • October 27, 2019

    2019 Integrating Student Services: Demonstrating a Culture of Service Excellence

    October 27-29 | Miami

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Legislative Updates

  • January 08, 2018

    What Did I Miss in Washington? December 12, 2017–January 8, 2018

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  • January 04, 2018

    HEA Reauthorization Bill Heading to House Floor in New Year

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Research

  • October 09, 2019

    Student Financial Services Benchmarking Report Infographics

    The new Student Financial Services Benchmarking Report Infographics illustrate the rise in the use of electronic student payment methods and refunds, and trends in SFS staff expenditures.

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  • September 30, 2019

    Tuition Discounting Study Help Text/Frequently Asked Questions

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