Academic Resourcing Models for Evidence-Based Decision-Making

Academic Resourcing Models for Evidence-Based Decision-Making

December 5 - 6, 2019 | San Antonio, TX



Learn how to analyze the use of academic resources to inform decision-making.

Academic Resourcing Models (AR Models), which combine Activity-Based Costing (ABC) and Activity-Based Budgeting (ABB) analysis, are decision-support tools for academic resource management and related financial decisions. During this one-and-a-half-day event, you will take an in-depth look at how the model improves decisions on program size, teaching methods, faculty workload, space utilization, staffing, and enrollment decisions down to the course level. Through these applications you will gain an in-depth understanding of data and analysis that can inform decisions about program investment and disinvestment and the launching of new programs. You will learn: 

  • How to conduct an activity analysis and incorporate indirect costs into your cost model  
  • Ways to determine the economic impact of course redesign  
  • How enrollment mix can influence the costs  
  • Effects of unsponsored research and other non-time tabled activities on course and program margin  
  • How to build excitement and responsibility for data on your campus  
  • How to configure and scale your own ABC model 

During the event, you will select a focus area for introducing ABC and learn strategies for piloting your own program back on your campus.  


Pre-Conference Workshop: A Budgeting Tool for Improved Academic Resource Management | December 5, 2019 

This optional pre-conference workshop on Thursday afternoon is facilitated by Bill Massy, author of the critically acclaimed book Reengineering the University. You will work with teams to simulate an analytical approach to budgeting using a beta tool in Excel. This tool can improve the normally difficult and chaotic process of resource allocation by providing a new level of objectivity and analysis to support constructive budgeting discussions on your campus. Copies of the tool, with operating instructions and descriptive material, will be supplied for take-home use. 


Two Back to Back Events  Find the Right Level of Training for You 

You’ll get the most value from this program if you are further along in the process and ready for advanced levels of analysis. If you are just beginning the process of program cost analysis, consider attending Using Decentralized Budget Principles to Enhance Operational Effectiveness, taking place December 4-5 in San Antonio, TX, right before this program. 

If you have questions about these programs or which would best fit your needs, please reach out to Program Manager, Nick Pettetto help determine which program is best for you. 


Who Should Attend — Bring Your Team! 

This training is designed for teams of academic program leaders and the financial analysts, business officers, and institutional researchers who wish to support them in the early stages of building a cost model for new and existing programs.  


Bring your team and save!

Save over 15% when you register three or more colleagues. 


CPE Credits Available

  • 12.0 for conference + workshop
  • 8.5 for main conference only
  • 3.5 for pre-conference workshop

Program Field of Study: Specialized Knowledge and Applications
Delivery Method: Group-Live
Prerequisites: None
Program Level: Basic



Thursday, December 5, 2019


Pre-Conference Workshop:

1:00 - 4:00 p.m.

Your registration fee includes full access to the workshop and materials, lunch on Thursday, as well as refreshments and snacks in the afternoon.


A Budgeting Tool for Improved Academic Resource Management | December 5, 2018

This workshop provides you an analytical tool to balance your institution’s qualitative mission-based values with hard quantitative data on cost, margin, etc. to shift budgeting conversations to a more objective and evidence-based viewpoint.


Topics will include:
  • Setting market and financial metrics that matter to your institution
  • Determining significance and weights on university priorities
  • Combining the data to determine the optimal path
  • Strategies to adapting the tool for your institution


Bill Massy, author of Reengineering the University, will guide you through the principles and calculations and consult with you as you practice your own analysis and decision-making using sample data. You will leave with the tool in hand that you can adapt it for your own university.  Electronic copies of the tool (with operating instructions and descriptive material) will be supplied for take-home use. You will need your laptop and Excel to directly participate in the workshop’s hands-on components.


Friday, December 6, 2019

8:00 a.m. - 5:00 p.m.

Your registration fee includes full access to all conference sessions and materials, breakfast and lunch on Friday, as well as refreshments and snacks throughout the conference.


Introductions and Opening Remarks: Call to Action

This opening hour will provide an opportunity for you to meet the instructors and share on your current challenges supporting your strategic and operational priorities.  You will also preview the framework for the event and receive guidance on how you can get the most from the experience.



Examples of How ABC Informs Academic Resource Allocation Decisions

This session provides an overview of the model and explains why the data are so important for academic resource management. Our expert will illustrate these points using scenarios based on real institutions that have adopted ABC. You will learn how to use ABC-generated evidence in key areas such as:

  • Decisions about programs and course offerings
  • Faculty workload and budgeting for faculty lines
  • The impact and treatment of overhead
  • Classroom utilization improvement
  • Online and multiple campus considerations



Academic Resource Allocation Scenarios

You will be introduced to scenarios designed to illustrate how the model can enhance your academic resource management.  Scenarios will illustrate capital planning, staffing, and strategic enrollment decisions among others relevant to what you share in the pre-conference survey. You will work with your peers on a series of real-life decision problems based on recent interviews with model users at eight universities in the United States and Australia.



Process Considerations for Piloting Your Own ABC Model on Your Campus

Now that you understand the impact of the ABC analysis, this session will guide you through the overall process.  You will learn the full cycle of ABC implementation including:

  • Data Readiness and building a data culture on your campus
  • Overcoming data integrity and accessibility challenges
  • Organizational structures and talent development to support these initiatives
  • Timeline and planning for a pilot study
  • Building capacity and vendor selection

December 5 - 6, 2019

San Antonio, TX

Conference Hotel:

Grand Hyatt San Antonio
600 East Market Street
San Antonio, TX 78205

Room Rate: $189 + tax
Room Block Dates: The nights of December 3, 4 and 5, 2019
Rate Available Until: November 13, 2019

Please book early - rooms are limited and subject to availability.

Reserve Your Room: Please call 210.224.1234 and indicate that you are with the Academic Impressions group to receive the group rate.



Bill Massy

Consultant to Higher Education
Former CFO at Stanford

Dr. Massy, an emeritus professor and former officer of Stanford University, has been active as a teacher/researcher, consultant, and university administrator for more than forty years. He holds a Ph.D. in economics and MS in management from the Massachusetts Institute of Technology, and a BS from Yale University.

Read Bill's full bio here.

Discounted pricing is available for teams:
  • 1-2 people: full price
  • 3-4 people: 15% off each registration
  • 5-7 people: 20% off each registration
  • 8 + people: 25% off each registration


  • Main Conference Materials

  • Meals During the Conference

  • Networking Reception

  • Pre-Conference Workshop

  • $2,795

    through Jan 18 $2,895

Main Conference Only

  • -

  • $1,095

    through Nov 15 $1,195

Conference Bundle

  • $1,395

    through Nov 15 $1,495

Main Conference Only

  • Main Conference Materials

  • Meals During the Conference

  • Networking Reception

  • .

  • $1,095

    through Nov 15 $1,195

Conference Bundle

  • Main Conference Materials

  • Meals During the Conference

  • Networking Reception

  • Pre-Conference Workshop

  • $1,395

    through Nov 15 $1,495

To purchase options a-la-cart, please see below:
Corporate attendees purchase below:

Questions About the Event?


Nick Pettet
Program Manager, Academic Impressions

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