It’s Time to Update Your Financial Policies

It’s Time to Update Your Financial Policies

Recorded On: 11/28/2023

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people consulting

When was the last review of your institution’s financial policies? Join Mary Wheeler, NACUBO consultant and author of the Financial Accounting and Reporting Manual, for a free webinar on this important topic. Together with Jim Hundrieser, vice president for consulting, they will discuss the best ways to get started, prioritize the effort and policies to address, and apply best practices and tips for success as you go.

Presented By:

NACUBO Consulting


This webinar will be recorded. Registrants will receive an email when the recording is available.

Mary Wheeler

FARM Author and Consultant


Mary Spina Wheeler is a project consultant for NACUBO and updates NACUBO’s Financial Accounting and Reporting Manual (FARM). She is also the owner of MS Wheeler Financial Services, LLC, providing financial and operational services to higher education and other nonprofit organizations. Wheeler writes and presents on all matters related to nonprofit and higher education accounting and financial reporting. She is the author of NACUBO’s Endowment Fund Valuation Guide and the 2012 recipient of NACUBO’s Daniel D. Robinson Award, recognizing outstanding contributions to the field of college and university accounting and reporting. Wheeler’s career includes management positions at Cornell University, St. Lawrence University, Skidmore College, Stevens Institute of Technology, and the Arizona State University Foundation. 

Jim Hundrieser (Moderator)

Vice President, Consulting and Business Development


Jim Hundrieser, Ph.D., is the inaugural vice president for consulting and business development at NACUBO. At NACUBO, he matches higher education institutions with new strategies to focus on growing revenue, building capacity, providing pragmatic solutions, conducting operational assessments, and increasing student success and completion. Hundrieser leads NACUBO’s grant that is focusing on strategically financing equitable student outcomes. Hundrieser has a 30+ year career in higher education, previously serving in leadership roles at the Association of Governing Boards of Universities and Colleges, Plymouth State University, Lynn University, and Marymount Manhattan College. Hundrieser currently serves on the APPA Board of Directors. 


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It’s Time to Update Your Financial Policies
11/28/2023 at 1:00 PM (EST)  |  Recorded On: 11/28/2023  |  30 minutes
11/28/2023 at 1:00 PM (EST)  |  Recorded On: 11/28/2023  |  30 minutes The Zoom room will open 15 minutes before the start time. To enter the room, click “Enter Webinar.”