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finance team

The 6 Most Important Financial Questions a Board and President Must Ask About the Budget

April 28, 2025 by FuturED Content Team

The image shows questions marks to represent the 6 questions about budgets in this article.

If I were the president or on the board of an institution, I would expect to see all the information listed here before passing a budget.

Filed Under: Blog Tagged With: budget, cost restructuring, finance team

Data Analysis to Data Understanding: Communicating with Senior Leadership

November 20, 2024 by FuturED Content Team

The picture shows a person talking in a meeting to represent the communicating of data.

The work I do often starts with helping institutions to solve challenges around their financial reporting. The goal is to move from questioning the accuracy of the data to using it to make decisions. To do this, the data needs to be timely, accurate, and meaningful. Many of us spend a lot of time trying […]

Filed Under: Blog Tagged With: communication, data analysis, finance team, higher ed

Additional Endowment Spend: Symptom of a Larger Issue?    

May 28, 2024 by FuturED Content Team

A doctor examines a patient to represent endowment spend as a symptom.

Many CFOs try to solve budget deficits by taking larger draws on their endowment. This may be a short-term option, but it is not sustainable.

Filed Under: Blog Tagged With: endowment, finance team, finance transformation, higher ed

What Does Your Board Need To Know About UPMIFA?

April 22, 2024 by FuturED Content Team

The picture shows an information booth to represent the info boards need about UPMIFA.

UPMIFA (Uniform Prudent Management of Institutional Funds Act) guides charitable organizations on investment and endowment decisions.

Filed Under: Blog Tagged With: boards of directors, finance team, UPMIFA

Grief + Crisis Management = Transformational Change 

September 29, 2022 by FuturED Content Team

When the pandemic began, I felt like a CBO (Chief Business Officer) without a university and a faculty member without a tenure track. On the faculty side, there was a sense of panic and loss. The challenges of teaching online, the inability to complete research projects, and the desire to see students learn weighed heavily. […]

Filed Under: Blog Tagged With: finance team, finance teams, finance transformation, financial teams, transformation

Succession Planning with Intentionality

July 25, 2022 by FuturED Content Team

Succession Planning

Have you noticed the number of open, high-level finance roles in higher education right now? Recently, I spoke with a recruiter charged with filling one of these high-level positions at a university. This recruiter echoed my clients’ thoughts about how hard it’s been to fill those roles. Why? Because there are simply not enough people […]

Filed Under: Blog Tagged With: finance team

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