Learn how to calculate your CFI and apply ratio analysis to improve institutional decision-making and financial health.
Having a clear picture of an institution's financial health has never been more important to short- and long-term decision-making and planning efforts. The Composite Financial Index (CFI) is a proven approach to surfacing the most critical information for assessing and improving the financial condition of an institution.
Join us online to learn how to calculate your CFI and methods for applying ratio analysis to improve institutional decision-making and overall financial health.
This webcast is designed for an institution's financial managers, including CFOs, controllers, and budget directors.
This webcast is designed to help you calculate your own CFI and think through its implications for the future of your institution. Included in your registration fee is access to a set of worksheets designed to help you calculate your CFI.
After the first session, you will be encouraged to complete your CFI using these worksheets and send any questions and reactions to Academic Impressions and instructor Larry Goldstein (all information will be kept secure and confidential).
The second session will be highly customized to address the specific questions, concerns, and CFI results of participating institutions.
Instructor Larry Goldstein will be available for phone and email support between the two sessions to assist you when calculating your CFI.
Recommended CPE Credits: 4.0 (Specialized Knowledge and Applications): AccountingPrerequisites: NoneProgram Level: Basic
Academic Impressions 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Website: www.nasba.org
After participating in this webcast, you will be able to calculate your institution's composite financial index and begin using the data to help inform financial decision-making.
Larry is the president of Campus Strategies, LLC, a higher education management consulting firm. His consulting interests cover a wide range of topics, including higher education budgeting, strategic planning, accounting, and finance. He writes and speaks frequently on these topics. He is the author of College and University Budgeting: An Introduction for Faculty and Academic Administrators, and he has co-authored several publications, including Presidential Transitions.
Immediately prior to establishing Campus Strategies, LLC, Larry served as senior vice president and treasurer of the National Association of College and University Business Officers (NACUBO). He joined NACUBO after spending 20 years in higher education financial administration. In his last campus position, he served as the University of Louisville’s chief financial officer. Before that, he held administrative appointments with The University of Chicago, the School of the Art Institute of Chicago, and the University of Virginia.
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