Financial Management in Education

The financial environment is constantly changing, whether you’re dealing with declining state funding, shifting student expectations or lower enrollment. But, no matter the situation or challenge, accurate budget analysis and financial management is critical to your institution’s success. CACUBO shares practical and useful resources and content designed to guide administrators on budgets and financial management in higher education.

This section provides the latest best practices for financial management in education through relevant presentations and case studies from our members, who, like you, are professionals in strategic financial analysis for higher education institutions. Access to the depth and experience of more than 600 member institutions is just one of the benefits CACUBO provides.

Looking for content from the latest CACUBO professional development event? We archive speaker handouts, presentations and case studies, and make them available in our resource center below. CACUBO resources cover topics in financial management in education, such as:

  • Updates on reporting standards and best practices
  • How to communicate financial information effectively
  • Tips for empowering financial managers
  • Tools for improving forecasting
  • How to analyze higher education cost drivers

Our resources will assist you and your institution with the issues higher education is facing today and that will shape your institution in the months and years ahead. Included in our financial resources are a variety of the latest studies, analysis templates and policy updates.

Whether you’re questioning how your institution will be affected by the changing economic environment or how to implement changes in reporting standards and practices, CACUBO provides resources that address a wide variety of challenges related to the questions you are likely asking yourself and your colleagues.

Finance Resources


2012 FASB Update

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2012 GASB Update

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2015 Tax Update for Higher Education

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2016 Higher Education Accounting Workshop Brochure

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2016 Higher Education Accounting Workshop Flyer

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2016 Higher Education Accounting Workshop Speaker Directory

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990 UBIT Workpaper Template

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A New Standard For Endowments

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A-B-C’s in Redefining Business Processes: Accountability in Financial Management

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ACUA Journal Article IRS UBIT Report

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Affordable Care Act (ACA) – Technical Updates

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AICPA Content Area Accounting

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Alternative Revenue Sources to Fund Research

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Annual State and Local Government Accounting Update

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Annual Tax Update Including Form 990

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Applying the Lean Process to a Bi-Yearly Alumni Survey

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BKD Crossing the Ethical Boundary 2016

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Bond Model – Financial & Cash Flow Forecast

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Breakthrough Analysis of Higher Education Cost Drivers

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Bridging the GAAP Between the Development and Accounting Departments

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Budget Review Template for Instructional Departments

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Budget Review Template for Instructional Support Programs or Services

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Budgetary Tools to Empower Financial Managers

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Budgeting Basics

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Building A Strategic Procurement Function

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Business Center

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CACUBO Higher Education Accounting Workshop – 2015

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Campus Wide Purchasing Card Program

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Cashless and Paperless Business Office

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Cashless Buyback at St. Louis Community College Stores

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Centralized Box Office – 5 year ROI

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Centralized HVAC Watch – Improved Service & Significant Savings Through Centralization

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Communicating Financial Information Effectively

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Consolidation of Campus Facilities Services for Efficiency and Cost Savings

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Ambach

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Helton

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Rodgers

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Spencer

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Customer-Centered Utility Billing & Energy Information

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Designing a Proactive Financial Aid Fraud Protection Program

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Determining the Taxability and Reporting Requirements for Rental Income

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Developing and Using a Performance Measures Dashboard – Presentation

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Direct Lending Fraud: One University’s Response to Identity Fraud in Online Learning

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Doing More with Less Time: Project Management for Office Workflow

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Eastern State College Case – GASB Small Business Case Materials A

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Effective Management of Accounts Receivable

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Effectively Measuring and Managing Utility Costs

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Effectively Measuring, Allocating and Managing Campus Wide Utility Costs

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Eide Bailly Internal Controls & the New COSO 2016

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Endowment Spending and Other Changes

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Engaging Your Workforce While Aligning Your Spend

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Excel 2013 – Updated Features, V-Lookup and Table Formatting

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Excel Advanced

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Excel Intermediate

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Excel Intermediate with Formulas

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Factors Indicating Presence of Unrelated Busineses Income (UBI)

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FASB Main Concurrent Track 2016

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Federal Tax Update

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Finance Directors – Important Role in Securing Grants for Research

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Financial and Strategic Challenges for Higher Education

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GASB Main Concurrent Track 2016

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GASB Pension Standards

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GASB Small Business Cases 2016

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Higher Education Issues and Challenges

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How to Keep Up With the Changing Bookstore Landscape

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Identifying Revenue and Resources Re-allocation to Grow the University

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Increased Delinquent Student Accounts Receivable Collected Faster

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Indiana University UPAY

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Integrated Postsecondary Education Data System (IPEDS) Appendix A

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Integrated Postsecondary Education Data System (IPEDS) Appendix B

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Integrated Postsecondary Education Data System (IPEDS) Glossary

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Integrated Postsecondary Education Data System (IPEDS) History

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Integrated Postsecondary Education Data System (IPEDS) Presentation

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Joint Venture-Partnership Analysis with For-Profit Entity

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Just Show Me – Tips from the Show Me State

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Key Performance Measures 2016

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List of TAX POLICIES every school should have

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Long Lines to Better Service

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Looking Under the Hood

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Making the Case for Funding Deferred Maintenance Before It’s Too Late

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Managing Large Property Claims

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Moody’s Renewing Campuses

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NACUBO Tax Survey Report FINAL

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NACUBO Update – Fall 2015

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Not-For-Profit State Filing Requirements Template

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Ohio University 20-Year Capital Plan

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Plante Moran Perkins Program Ending 2016

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Plucking Dollars from the Sky

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Position Control as a Best Practice

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Practical Guide to Implementing New NFP Reporting

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Purchasing Card Auditing at Ohio University

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Reengineering the Emergency Loans Process

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Reorganize Your Chart of Accounts and Provide Endless Efficiencies

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Research in Context – The Federal and Political Landscape

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Roles and Duties of CFO

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Rubin Brown IPEDS Presentation 2016

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Scheduling, Payroll and Benefit Management System

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Self-Service 24-7 Vehicle Dispatch Keyosk

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South Dakota Board of Regents Human Resources – Financial Information Systems (HRFIS) Project

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Spurring Standards for State Subsidies

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State Financial Reporting

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Statement of Net Position Worksheet – GASB Small Business Case Materials C

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Statement of Net Position Worksheet – GASB Small Business Case Materials D

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Statement of Revenues, Expenses and Changes in Net Position Worksheet – GASB Small Business Case Materials B

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Strategic Budget Planning and Constituent Communication

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Strategic Financial Forecasting

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Strategic Sourcing and E-Procurement

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Student Financial Aid-Insights on Current Review Findings and Audit Issues

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Successfully Implementing Paperless Accounts Payable

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Successfully Implementing Paperless Accounts Payable Presentation

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Tax Risk Assessment Matrix

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Tax Risk Matrix

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The Cashless and Paperless Business Office

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The Many Roles of the CFO, Including the Ethics Component

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The Next Generation of Retirement Plan Success Metrics

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The Reinvestment Act

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Three Pillars of Prudence: Best Practices for Investment Committees

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Travel and Expense – The Road to a Streamlined and Efficient Implementation

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Trends in Athletic Funding

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Trials and Tribulations of a Budget Review Process

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Uniform Guidance Year Two of the Audit Requirements – Now What?

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Univ Student Financial Services and Cashiering Operations

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University Financial Reporting for Public Institutions

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UNIVERSITY FINANCIAL REPORTING for PUBLIC INSTITUTIONS

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Unrelated Business Income and Other IRS Recent Developments

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UW Stout – Lean Practices

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Vacancy Assessment

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Workforce Planning to Ensure Financial Viability

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XYZ Exempt Organization Fraud Risk Assessment Program

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