Budgeting for Innovation

Budgeting for Innovation

San Antonio, TX

November 9 - 10, 2017

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Develop a budgeting process for innovation on your campus that is transparent and successful.

Learn how you can ensure that your budgeting process is transparent to the entire campus community, aligned with your strategic priorities, and enables your institution to support innovative and new ideas. During this training we will discuss how to improve your budgeting process so that you can seize the opportunities that exist for your institution. You will leave this training better able to:

  • Create a transparent budget task force and approval process
  • Support your proposal process to get better ideas on the table
  • Strategically allocate resources to institutional and departmental initiatives
  • Communicate resourcing decisions to executive leadership and trustees
  • Prepare for unexpected projects and expenses that are not tied to your strategic plan

We have made this event interactive to ensure that you can apply what you learn when you return to your campus. Case studies will be included to illustrate processes that you can adapt and you will be given time to work through challenges that are unique to your institution.

Post Conference Workshop: Rethinking the Business Model on your Campus

In this afternoon workshop, you will experience a dynamic planning exercise that you can take back to your board, cabinet, planning committee and other key groups to foster innovative thinking that will shape and sharpen your business model.

Additional Budgeting Resources

Included in your registration is a workbook that contains a number of resources that our experts have designed to help you better budget for innovation on your campus. This workbook includes:

  • Budgeting and strategic alignment templates
  • Adaptable budgeting process framework
  • Campus engagement strategies throughout the process

Bring Your Team

This event is designed for senior academic and financial leadership who are highly motivated to re-think their budgeting process. As such, we recommend attending as a team that includes both financial and academic leadership from your institution. Joining as a team will allow you to develop a shared vision of how you can take your innovative ideas and develop a strategic budgeting process to achieve them. When you register two people from your institution, a third can attend for 50% off!


Day One: Thursday, November 9, 2017

8:00 - 8:30 a.m.

Breakfast (included in your registration)
8:30 - 9:00 a.m.

Opening Remarks and Introductions
9:00 - 9:30 a.m.

Budgeting for Innovation in Context
9:30 - 10:30 a.m.
Our opening session will address the broader context of planning as it relates to the strategic plan and resource allocation. You will hear from our instructors who will lay the foundation for the next day and a half. You will also receive an orientation to the resources that are included in the program workbook so you can get the most from this event.

10:30 - 10:45 a.m.

Empowering Your Budget Task Force
10:45 a.m. - 12:00 p.m.

Your functional and healthy budget task force is the foundation of a strategic budgeting process. Creating a structure that fosters a culture of high-trust and level of responsibility for each member can lead to faster and more informed decision-making. Using case study elements, this session will provide you an example of a budget task force charter and the full process that you can adapt.

In this session, you will work together to:

  • Explore the organizational structure of the task force
  • Discuss who should be at the table and potential role-specific strengths
  • Adapt a budget task force charter for your institution or an example
  • Define the functions and limits of a sample task force charter
  • Work through real-to-life challenges you will face

Lunch (included in your registration)
12:00 - 1:00 p.m.

Project Proposal Resources and Steering Documents
1:00 - 2:00 p.m.
Now that you have the framework for the guidelines and objectives of the budget task force committee, the next step is to provide resources to support the proposal process. You will learn how to build efficiencies into this process by incorporating strategic plan metrics, aspects of the campus climate, trustee and presidential priorities, and a financial and market analysis to support the business case.

Preparation for Contingencies
2:00 - 3:00 p.m.
You may have unexpected projects or expenses that you didn’t budget for or are not tied directly to your strategic plan. This session will provide more details on how to support innovation in the immediate future and maintain a balanced, transparent budget process with built-in agility to prepare for off-strategic-plan budgeting.

3:00 - 3:15 p.m.

Prioritization at the Unit and Branch Level
3:15 - 4:30 p.m.
You will learn how different campuses approach prioritization process within their department and explore multiple real-life perspectives. You will also learn key strategies and considerations for a successful prioritization process.

Networking Reception
4:30 p.m. - 5:30 p.m.

Day Two: Friday, November 10, 2017

Breakfast (included in your registration)
8:30 - 9:00 a.m.

9:00 - 9:30 a.m.
We’ll provide some time for questions and answers to any remaining questions from the previous day.

Sample Budgeting Process - An Innovative Approach
9:30 - 10:30 a.m.
You will learn how one institution used their budgeting process to operate in a transparent manner, ensure appropriate collaboration, align resource allocation with priorities established in the strategic plan and operationalized the strategic plan based on an appropriate assessment process.

10:30 - 10:45 a.m.

Case Study Wrap-Up and Final Q&A
10:45 a.m. - 12:00 p.m.
You will work with your teams to finalize your conclusions from the working sessions from the previous day. Each team will present on their decisions and expected outcomes with time for feedback from your peers. Structure will be provided to support your ideas and incorporating them into your own budget process on your campus.

Lunch for Post-conference Workshop Attendees (included in workshop registration fee)
12:00 - 1:00 p.m.

Post Conference Workshop: Rethinking the Business Model on your Campus
1:00 - 4:00 p.m.
In this afternoon workshop, you will experience a dynamic planning exercise that you can take back to your board, cabinet, planning committee and other key groups to foster innovative thinking that will shape and sharpen your business model. The activity enables you to bring more voices into the conversation but to do so around a common framework, to both generate and evaluate new ideas. You will learn how to align mission, the value it generates, cost, and revenue, as well as explore a variety of other factors that can enhance or detract from your model's long-term sustainability. In the workshop you’ll walk through real case examples as well as create an iteration for your own campus.

November 9 - 10, 2017

San Antonio, TX

Conference Hotel:

Grand Hyatt San Antonio
600 E. Market St
San Antonio, TX 78205

Room Rate: $180 + tax
A room block has been reserved for the nights of November 8 and 9, 2017. Make your reservations prior to October 18, 2017.

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

Reserve Your Room: Click below or call 210-224-1234. Please indicate that you are with the Academic Impressions group to receive the group rate.



Robert Brodnick, Ph.D.

Principal, Strategic Initiatives & Founder
Brodnick Consulting Group

Rob has served three universities over the past twenty-five years and his work has focused on building institutional capacity and effectiveness through strategy, planning, and innovation. He has direct experience with academic planning, institutional effectiveness, assessment and program review, institutional accreditation, enrollment management to include retention, admissions, financial aid and registrar functions, and sustainability.

Now, as a strategy and innovation consultant, Rob works with clients across many industries but still maintains a core higher education practice. He holds a Ph.D. in Psychoeducational Processes from Temple University. Rob teaches courses in education, the social sciences, and business. He has special interest in design-thinking and innovation management and is a widely regarded speaker and practitioner on those topics.


Larry Goldstein

Campus Strategies, LLC

Larry serves as the head 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 A Guide to College and University Budgeting: Foundations for Institutional Effectiveness and has co-authored several publications including Presidential Transitions.

Immediately prior to establishing Campus Strategies, LLC, Goldstein 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.


Donald M. Norris

Strategic Initiatives, Inc.

Don has over 40 years of experience as a thought leader and expert practitioner in leading and navigating change, crafting and executing strategy, and improving performance and productivity. Following an administrative career at the University of Michigan, University of Texas and University of Houston, he founded Strategic Initiatives, Inc. and has counseled over 100 institutions on strategy and organizational transformation. He co-authored a series of highly influential books for the Society for College and University Planning (SCUP) including Transforming Higher Education (1995), A Guide to Planning for Change (2009), and Transforming in an Age of Disruptive Change (2013). He also co-authored The Business Value Web (2009) for the National Association of College and University Business Officers (NACUBO) and served as faculty for nearly 10 years on WACUBO’s Business Management Institute. Dr. Norris and Dr. Brodnick ‘s latest work is focusing on business model innovation in higher education is reflected in the ground breaking article, “New Models in the Making” in NACUBO’s The Business Officer (July/Aug 2017).

Questions About the Event?

Grace Spivak
Program Manager, Academic Impressions

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