PBAF26: Sail Through the Unknown With a Comprehensive Forecasting Strategy

Higher education institutions often rely on a variety of forecasts to support planning and budgeting, yet these efforts are regularly disconnected across departments and functions. Hear how one institution built a coordinated forecasting strategy that aligns assumptions, methodologies, and decision-making processes. Presenters will also discuss how change management tactics enhanced collaboration among stakeholders and contributed to a cohesive approach. You’ll walk away with practical steps to foster collaboration across units and develop an integrated framework that supports both short-term decisions and long-term sustainability.

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.

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.