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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.


Sue Menditto

Senior Director, Accounting Policy



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

September 5, 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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    Why Blockchain Could be a Game Changer in Improving Higher Ed Financial Management

    November 20, 2019 | 1-2pm ET

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    Using Data on Markets and Money to Make Collaborative Academic Program Decisions and Long-Term Program Plans

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

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  • October 16, 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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