• Skip to main content

FuturED Finance

  • Services
    • Benchmarking for Data Informed Decisions
    • Finance Transformation
    • Scenario Planning + Forecasting
    • Enterprise Dashboards + Metrics
    • Reporting + Automation
  • Resources
  • About Us
    • Rebeka Mazzone, CPA, CGMA
    • Stephanie O’Leary, MPA
  • Contact Us
  • Newsletter Sign Up
  • Request a Free Consultation

higher ed

Top metrics to prepare for financial rightsizing 

May 20, 2025 by FuturED Content Team

Calculating metrics for financial rightsizing

Last month, we talked about the six most important financial questions a board and president need to understand and the financial tools you need to answer them. Now it’s time to focus on the answers to those questions, the decisions they require, and the metrics you should examine to understand the drivers to financial sustainability. […]

Filed Under: Blog Tagged With: communication, data, financial sustainability, higher ed

I Talked to AICPA-CIMA About Democratizing Financial Data 

May 20, 2025 by FuturED Content Team

Access to more data can help us make better decisions. However, just having more data may not get us where we need to be. We have to make sure everyone involved understands the data well enough to inform the decisions we make together. I call the process of getting everyone on the same page about […]

Filed Under: Blog Tagged With: communication, data, higher ed, interview

Shift the Conversation to ROI

February 14, 2025 by FuturED Content Team

The picture shows a car's gearshift to represent the shift in conversation to ROI.

Recently, I have realized the importance of shifting finance conversations away from cost and toward ROI, both tangible and intangible.

Filed Under: Blog Tagged With: financial sustainability, higher ed, ROI

Use Your Institution’s Data and Lessons Learned to Tell a Story             

January 3, 2025 by FuturED Content Team

The picture shows a person presenting data to a small group of people at a conference table.

Presidents and provosts must share data differently to communicate the financial strategy of the institution with the faculty and staff.

Filed Under: Blog Tagged With: communication, cost restructuring, data, higher ed

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

7 Imperatives to Be a Finance Strategist

March 29, 2024 by FuturED Content Team

Finance is increasingly at the heart of the strategic process. What does it take to be an effective finance strategist?

Filed Under: Blog Tagged With: finance teams, financial strategy, higher ed

What Can Higher Ed Learn from a Chef? (part 3)

October 25, 2023 by FuturED Content Team

The picture shows a nearly empty restaurant to represent the value of analyzing course offerings to adapt to enrollment declines.

Understand and project demand (enrollment). What if I have 15 entrees and customers rarely order a couple of them? Also, one of the main ingredients is not used for any another entrée. Would you discontinue the item? Why is it that in higher education, we continue to add to our menu without retiring offerings or […]

Filed Under: Blog Tagged With: enrollment, finance transformation, higher ed

  • Page 1
  • Page 2
  • Go to Next Page »
  • Twitter
  • LinkedIn
  • Sign up for our newsletter

Copyright © 2025 FuturED Finance