September 29–30, 2025

This program offers strategies for higher education goal setting and resource management. Focusing on institutional planning, this must-attend event provides content to help business officers and their teams use data and allocate resources—including financial, facilities and infrastructure, and human resources—to support their institutions and students.

This program is offered both in-person and online on separate dates.

Recordings

All online sessions will be recorded. Registrants will receive an email when the recordings are available.

CPE Available: 7 Credits

Each individual must register and attend separately to earn credit.

NACUBO 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

Event Information

• Level: Intermediate
• Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
• Advanced Preparation: None
• Delivery Mode: Group internet based
• Fields of Study: Specialized Knowledge, Management Services, Finance, Information Technology, and Personal Development
• Length: 6 session blocks at 60 to 75 minutes each

Steps to Earn CPE Credit

CPE credit is awarded per session. You can only earn credit for attending a session live. CPE credit cannot be earned for watching the recordings.

To earn CPE credit, click the session name under the Schedule tab. On that session page, you will complete the following tasks under the Content tab, after the session has ended:

1. Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session. 
2. Submit the CPE check-out code displayed at the end of the session. 
3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Wednesday, October 1, 2025, to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

Gray Decision Intelligence is dedicated to transforming higher education through data, AI, and innovation.  Our Program Evaluation System empowers institutions to grow revenue, reduce costs, and build sustainable program portfolios. We are incorporating artificial intelligence to enhance decision-making. Our Economics Agent provides intuitive natural language analysis of complex program economics data. Predict Program Size with Pro Forma Financials guides planning using machine learning and predictive analytics to forecast program enrollment and 10-year financial viability.

Our commitment extends to students as well. The AI-enabled College Companion suite is designed to help students succeed in college and their careers. The Career and Communications Companions provide 24/7 personalized guidance for presentation preparation, job searches, interviews, resume creation, and much more. Course Companion offers one-on-one tutoring to facilitate understanding of course materials without giving answers. Our overarching goal is to champion higher education, addressing challenges to directly contribute to student success and institutional effectiveness.

Key Contacts:

• Pete Agricola, RVP, Business Development, peter.agricola@graydi.us
• Ned Caron, EVP & CRO, ned.caron@graydi.us

Resources