Navigate Change in Higher Education with Financial Planning

Start time:
May 21, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:
Complimentary

In today's changing educational landscape, institutions face unprecedented challenges that require innovative financial planning strategies. Join us for our webcast, Navigate Change in Higher Education with Financial Planning, in which we’ll delve into three critical elements of financial planning:

  • Budgeting. Create flexible budgets that can adapt to fluctuating enrollment numbers and funding sources.
  • Enrollment Planning. Forecast enrollment trends and adjust institutional resources accordingly.
  • Deciphering Fund Balance. Analyze fund balances to enable better financial decision-making.

We’ll explore recommended practices and strategies that empower institutions to be nimble and automate processes, allowing for quicker adaptation to both current uncertainties and future challenges. Whether you’re a financial officer, administrator, or involved in strategic planning, this session will equip you with the tools needed to navigate the complexities of higher education finance.

Register

Speakers

Tammy Lohr-Schweitzer, Director, Moss Adams

Tammy assesses operational performance for public sector organizations including state and local governments, school districts, and higher education institutions. Her engagements are informed by rigorous analysis and employee engagement to evaluate operations, which may include the efficacy of existing organizational structure and resourcing strategies, enhancing workplace culture, identification of system needs, and streamlining processes.

Tammy focuses on key elements of each engagement to develop high-quality deliverables that address client needs and meet applicable professional standards.

Brian Favorat, Senior Manager, Moss Adams

Brian has experience selecting, maintaining, and deploying financial system solutions, and provides management consulting services to public, private, and not-for-profit clients. He implements corporate performance management solutions that allow for enhanced analytics and business insights. He also has extensive experience managing complex technology projects from software selection through implementation.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Finance: 1
Delivery Method:
Webcast
Learning Objectives:

Discuss flexible budgeting practices that respond to changes in enrollment and funding; examine effective enrollment planning strategies to enhance financial stability; identify and apply recommended practices for process automation that enhance institutional agility; and discuss a proactive approach to financial planning and reporting that prepares institutions for future uncertainties.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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