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
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
Day Two: Friday, November 10, 2017
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.
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?
Program Manager, Academic Impressions