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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 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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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

  • September 16, 2019

    2019 Planning and Budgeting Forum

    September 16-17 | Pittsburgh

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  • September 19, 2019

    Legislative Lunchcast: Spotlight on New ED Financial Responsibility Reporting

    September 19 | 1–1:30pm ET

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Legislative Updates

  • January 08, 2018

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

    Learn More →
  • January 04, 2018

    HEA Reauthorization Bill Heading to House Floor in New Year

    Learn More →


  • August 28, 2019

    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.

    Read More →
  • 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.

    Read More →