PBAF26: Planning Outside the Budget: Forward-Looking Financial Modeling

PBAF26: Planning Outside the Budget: Forward-Looking Financial Modeling

Live Event: 10/07/2026 at 11:15 AM (EDT)

Only available as part of a package

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Traditional budgeting processes often provide a limited view of future challenges and opportunities. Learn how one institution transformed its budget methodology to produce future-focused guidance. Presenters will discuss how forward-looking modeling can strengthen decision-making through enrollment forecasting, scenario analysis, multi-year planning, and risk assessment. This session will also explore the technologies, governance practices, and planning approaches used to move beyond historical reporting and toward more proactive financial management. You’ll walk away with ideas for enhancing planning capabilities at your institution.

This event is being streamed live from the 2026 Planning, Budgeting, and Analytics Forum in Coronado, CA (San Diego).

CPE Available: 7.5 Credits

Each individual must register and attend separately to earn credit.

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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 Thursday, October 8, 2026 to complete these three steps or report technology issues with this site to [email protected].

For more detailed instructions, review the CPE Instructions page.

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CPE Certificate
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1.00 CPE credit  |  Certificate available Download your certificate to finalize earning your CPE credit.
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CPE Check-Out Code
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Enter code to continue. Submit the check-out code that was displayed at the end of the session. Click the eye icon to view and double-check the code before submitting. The code is case sensitive.
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CPE Codeword Quiz
5 Questions  |  1 attempt  |  3/5 points to pass
5 Questions  |  1 attempt  |  3/5 points to pass Five (5) codewords were posted in the chat during this webinar. Select at least three (3) correct codewords within this multiple-choice quiz to be eligible for CPE credit.
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PBAF26: Planning Outside the Budget: Forward-Looking Financial Modeling
10/07/2026 at 11:15 AM (EDT)  |  60 minutes
10/07/2026 at 11:15 AM (EDT)  |  60 minutes
You must register to access.