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January/February 2020

Webcasts on Financial Planning, M&As

To learn more about using data to support your planning process and ways to approach, develop, and achieve successful mergers and acquisitions, consider viewing these webcasts.

Quantitatively supported decision making. In these challenging times, intentionally aligning and coordinating your planning, resource allocation, and assessment efforts is essential. Designing and developing an integrated approach to planning, supported by well-honed analytical processes, is the foundation for good decision making and institutional success.

In the webcast Planning With Purpose: How to Design a Quantitatively Supported Planning Regimen, the presenters describe the critical elements needed to achieve such alignment and coordination. They also outline the technological requirements needed to actualize and integrate budgeting and forecasting in support of the planning effort.

This webcast includes concrete examples, such as a case study in which Wofford College, Spartanburg, S.C., used financial modeling intelligence to analyze alternative operational and capital initiatives as part of its integrated planning process. Tune in to learn how to link planning with resource allocation and assessment to improve outcomes; use financial modeling intelligence to guide planning efforts and influence resource allocation decisions; and investigate ways to apply financial modeling to support planning at your institution.

Mergers and acquisitions. Higher education institutions are facing challenges greater than ever before, with heightened competition for students and funding, as well as a changing workforce landscape. Successful mergers and acquisitions (M&As) may provide institutions with a competitive edge, allowing them to scale operations, expand program offerings, broaden geographic reach, and improve their financial health. But how does an institution begin to consider a merger, arrive at a decision, and successfully execute an agreement?

NACUBO is partnering with EY-Parthenon to present a four-part webcast series that will explore the most important elements of M&As in higher education. Each webcast will delve into various stages of the M&A life cycle, from strategy and opportunity evaluation, to transaction exploration and execution strategies, to post-merger integration. Hear firsthand experiences from those who have navigated each stage and can now offer valuable insights into best practices, common pitfalls, and lessons learned.

To view on-demand recordings or register for upcoming webcasts, visit our e-learning page here.

Award Nominations Open

Every year at the NACUBO annual meeting, NACUBO honors individual and institutional achievement through its awards program. In 2020, we will recognize three recipients for their exceptional work.

The awards program was established to encourage excellence in higher education business and financial management, promote active participation in NACUBO’s programs and services, identify role models, and contribute to a positive perception of the business officer profession. Nominations are now being accepted for the following awards:

Award recipients will be honored among their peers at the NACUBO 2020 Annual Meeting in Washington, D.C./National Harbor. For information about the awards criteria and to submit a nomination, visit our NACUBO Awards page here. Nominations will close March 10.

Registration and Housing Open Jan. 31

This summer, as NACUBO turns 58 years young, we welcome you to join us in Washington, D.C./National Harbor to celebrate the 50th anniversary of our annual meeting for chief business officers, administrators, and finance professionals in higher education. Ideas imagined years ago have gained momentum, flourishing into real tools and resources that have reached campuses nationwide.

Act quickly to take advantage of discounted individual and team registration rates and secure your hotel accommodations at the Gaylord National Resort & Convention Center.

For updates and announcements on speakers, learning opportunities, events, and activities, visit

Professional Development