April 22-24, 2025

CPE Available: TBD

Attend select sessions online and get the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions. This event for advanced-level accounting and finance professionals serves as both an annual update and future outlook where participants hear discussions on timely subjects impacting the higher education community.

Want to attend onsite in Las Vegas? Go to the in-person 2025 Higher Education Accounting Forum.

CPE Available: 1 Credit in Specialized Knowledge

Given the current complex and ever-changing political landscape, colleges and universities cannot afford to sit back and wait to see what happens—they must proactively prepare. Huron and campus chief business officers will team up for a lively discussion that addresses governmental directives and threats. Brett Dalton, principal, and Rick Rohrbach, managing director, Huron, will present a framework designed to help institutions understand financial exposures and provide strategies to prioritize response efforts with agility as a key desired outcome. 

Also during the webinar, Lee Smith, managing director, Huron, will facilitate a discussion with Nichol Luoma, executive vice chancellor for administration and chief administrative officer, Washington University, and  Dr. Dan Layzell, vice president for finance and operations and treasurer,  University of Alabama. The three will share insights and recommendations for navigating today’s emerging challenges. You will learn the specific steps their institutions have taken as well as practical advice and examples that you can use as you work to tackle these same issues.     

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Next Session: 04/29/2025

Join us for a dynamic multi-session webinar series that explores the intersection of strategic finance and student success. Designed for higher education professionals, this series examines practical strategies and tools to align financial practices with student-centered outcomes. Each session will spotlight Student Success Hub resources, equipping attendees with actionable insights for implementation. Featuring real-world perspectives from institutional leaders, this series is essential for those seeking to enhance financial sustainability while driving student success.

As colleges and universities navigate ongoing financial challenges, the concept of financial exigency has become increasingly relevant. But what exactly does it mean, and how can institutions determine if and when to declare it? More importantly, what are the risks of not declaring financial exigency when facing severe financial distress?

Join us for an informative webinar designed for higher education leaders, administrators, and financial officers seeking a clear understanding of financial exigency. We will explore:

• The definition of financial exigency and its role in institutional financial management
• The process of declaring financial exigency and key considerations for leadership
• Financial and operational implications of a declaration
• The consequences of not declaring, including long-term financial and reputational risks

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CPE Available: 1 Credit in Finance

In this presentation, attendees will gain insights into WKU's transition to a responsibility center management (RCM) budget model, the methodologies employed by the finance team in tuition revenue analysis and fee structuring, and the establishment of forward-looking financial plans. Presenters will share their processes and lessons learned along the way, as well as how these changes have enabled them to make data-driven decisions institution-wide to drive strong financial performance.

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The NACUBO Partner Resource Showcase provides an engaging, interactive experience that highlights innovative solutions to higher education’s toughest business challenges.

Connect with trusted industry partners during this dynamic half-day event to discover new solution providers, explore cutting-edge technologies, and elevate your campus operations. Hear from Socure, a leader in identity verification and fraud prevention; OneStream, which streamlines budgeting, forecasting, and financial reporting; CampusWorks, specializing in optimizing IT and business processes to drive institutional success; and Jenzabar, empowering higher education institutions with innovative ERP, student information systems, and data analytics solutions. Don’t miss this opportunity to find solutions tailored to your campus’s needs!

OneStream | Support a Long-Standing Finance Vision Built for Evolution and Growth 

1–1:35 pm ET 

Universities and university systems have sophisticated requirements in their budget and planning process that can be difficult to meet today. In this session, we will showcase the complex requirements universities have and how OneStream uniquely meets those requirements to support a long-standing finance vision built for evolution and growth.   

CampusWorks | Courageous Decisions That Keep Institutions Moving Forward 

1:45–2:20 pm ET 

With the pace of change accelerating, campus financial leaders must push to take small, strategic steps forward. We’ll dig into the key decisions financial leaders are navigating right now, including organizational readiness and capacity, advancing student success through financial strategy, efficiency and alignment, evaluating legacy systems and planning for consolidation, pursuing shared services models, and exploring merger and acquisition opportunities.   

Socure | Strengthening Your Institution’s Digital Identity Verification 

2:30–3:05 pm ET 

Manual, legacy verification systems open the door to security risks. Join the Center for Digital Education and Socure to explore our latest findings from a survey of higher education cybersecurity leaders. In this session, you’ll explore the latest trends and strategies helping universities cut risk; streamline operations; and create a better, safer, more seamless experience for students.   

Jenzabar | Power Business Operations, Improve Student Engagement 

3:15–3:40 pm ET 

Preview Jenzabar Finance, an integrated cloud finance solution that offers real-time insights into your institution's financial health and empowers your business office to streamline operations, improve workflows, and enhance collaboration across departments. You’ll also see how Jenzabar Communications and Jenzabar Workflow work to enhance operations from budgeting and purchasing to managing student and vendor activities and beyond.

Recording

This webinar will be recorded at the discretion of each business partner. Registrants for the live event will receive an email when/if the recordings are made available.

Sponsors

The NACUBO Partner Resource Showcase is created by and offered free for members thanks to:

                      

This webinar and associated materials are provided for general informational purposes only. The views expressed in the webinar are those of the sponsor and/or individual speakers and not NACUBO. NACUBO does not necessarily endorse any information, views, products, or services discussed in the webinar.

CPE Available: 1 Credit in Specialized Knowledge

As student expectations and communication preferences evolve, colleges and universities must rethink how they engage with students about outstanding balances. With the implementation of the Consumer Financial Protection Bureau’s Regulation F, the landscape of financial communications has shifted toward more digital, consumer-friendly approaches. 

This webinar will explore how institutions can apply lessons from the broader financial services industry to improve outreach and enhance student engagement while also supporting financial responsibility. Attorney Chad Echols will discuss the role of digital communication, data-informed strategies, and evolving consumer behavior in shaping effective student account practices. If your institution still relies on outdated outreach methods, this session will provide practical ideas for modernizing your approach in ways that align with today’s students.