Financial Management in Education

The financial environment is constantly changing, whether you’re dealing with declining state funding, shifting student expectations or lower enrollment. But, no matter the situation or challenge, accurate budget analysis and financial management is critical to your institution’s success. CACUBO shares practical and useful resources and content designed to guide administrators on budgets and financial management in higher education.

This section provides the latest best practices for financial management in education through relevant presentations and case studies from our members, who, like you, are professionals in strategic financial analysis for higher education institutions. Access to the depth and experience of more than 600 member institutions is just one of the benefits CACUBO provides.

Looking for content from the latest CACUBO professional development event? We archive speaker handouts, presentations and case studies, and make them available in our resource center below. CACUBO resources cover topics in financial management in education, such as:

  • Updates on reporting standards and best practices
  • How to communicate financial information effectively
  • Tips for empowering financial managers
  • Tools for improving forecasting
  • How to analyze higher education cost drivers

Our resources will assist you and your institution with the issues higher education is facing today and that will shape your institution in the months and years ahead. Included in our financial resources are a variety of the latest studies, analysis templates and policy updates.

Whether you’re questioning how your institution will be affected by the changing economic environment or how to implement changes in reporting standards and practices, CACUBO provides resources that address a wide variety of challenges related to the questions you are likely asking yourself and your colleagues.

Finance Resources


2015 Tax Update for Higher Education

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2016 Higher Education Accounting Workshop Brochure

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2016 Higher Education Accounting Workshop Flyer

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2016 Higher Education Accounting Workshop Speaker Directory

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990 UBIT Workpaper Template

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Accounts Payable and Travel Transformation

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ACUA Journal Article IRS UBIT Report

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Affordable Care Act (ACA) – Technical Updates

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AICPA Content Area Accounting

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Amazon – Collaboration that Improves Contract Compliance, Audit and Service

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Annual State and Local Government Accounting Update

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Applying the Lean Process to a Bi-Yearly Alumni Survey

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Breakthrough Analysis of Higher Education Cost Drivers

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Budget Finance Data Analytics

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Budget Review Template for Instructional Departments

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Budget Review Template for Instructional Support Programs or Services

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Budgeting Basics

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Building the Paths to Enhance Fundraising

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Business Services Model

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CACUBO Higher Education Accounting Workshop – 2015

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Campus Security Protecting Your Most Important Assets

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Campus Wide Purchasing Card Program

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Cashless and Paperless Business Office

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Cashless Buyback at St. Louis Community College Stores

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Centralized HVAC Watch – Improved Service & Significant Savings Through Centralization

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Challenges and Opportunities for Community Colleges

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Challenging Landscape for Higher Ed Global Engagement

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Communicating Financial Information Effectively

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Construction Contract Analysis & Risk Mitigation

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Ambach

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Helton

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Rodgers

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Credit, Financial and Medical Implications of the Affordable Care Act (ACA) – Spencer

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Crossing the Ethical Boundary 2016

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Designing a Proactive Financial Aid Fraud Protection Program

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Determining the Taxability and Reporting Requirements for Rental Income

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Developing and Using a Performance Measures Dashboard – Presentation

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Direct Lending Fraud: One University’s Response to Identity Fraud in Online Learning

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Eastern State College Case – GASB Small Business Case Materials A

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Effectively Measuring and Managing Utility Costs

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Effectively Measuring, Allocating and Managing Campus Wide Utility Costs

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Endowment Performance Reporting & Accounting

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Endowment Spending and Other Changes

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Engaging Your Workforce While Aligning Your Spend

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Excel 2013 – Updated Features, V-Lookup and Table Formatting

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Excel Advanced

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Excel Intermediate

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Excel Intermediate with Formulas

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Factors Indicating Presence of Unrelated Busineses Income (UBI)

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Faculty Activities and Initiatives Reporting System

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FASB Accounting Standards Update

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FASB Main Concurrent Track 2016

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Federal Tax Update

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Financial and Strategic Challenges for Higher Education

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Finding Your Sweet Spot of Financial Sustainability Given Today’s Changing Demographics

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Form 990T Challenges and Opportunities

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From Checklist to Check

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From Incremental to Performance

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GASB Main Concurrent Track 2016

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GASB Small Business Cases 2016

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GASB Update – What’s New and What’s Next?

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Generating New Revenue Streams via a Public Private Partnership (P3) Engagement

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Generation Z Preferences and Student Experience Design Implications

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Higher Education Issues and Challenges

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How to Eliminate Cash Advances for Team and Group Travel

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How to Keep Up With the Changing Bookstore Landscape

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Improving Building Maintenance Without Additional Funding-University of Nebraska’s Unique Approach to Zone Maintenance

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Improving Student Textbook Experience

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Incorporating Socially Responsible Investments

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Integrated Postsecondary Education Data System (IPEDS) Appendix A

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Integrated Postsecondary Education Data System (IPEDS) Appendix B

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Integrated Postsecondary Education Data System (IPEDS) Glossary

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Integrated Postsecondary Education Data System (IPEDS) History

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Integrated Postsecondary Education Data System (IPEDS) Presentation

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Internal Controls & the New COSO 2016

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Joint Venture-Partnership Analysis with For-Profit Entity

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Just Show Me – Tips from the Show Me State

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Keeping up with the GASB

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List of TAX POLICIES every school should have

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Looking Under the Hood

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Making the Case for Funding Deferred Maintenance Before It’s Too Late

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Managed Travel Program with an Electronic Expense Reporting and Booking Tool

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Missing University Payments Gets You Noticed Quickly

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Mission Focused Yet Fiscally Viable – How to Reach Your Sweet Spot

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Model for Reconciling Competing Demands Between Faculty and Administrative Governance

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NACUBO Economic Models Project

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NACUBO Tax Survey Report

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NACUBO Update – Fall 2015

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Not-For-Profit State Filing Requirements Template

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OMB’s Uniform Guidance What Happened and Where are We Headed

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Plucking Dollars from the Sky

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Position Control as a Best Practice

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Practical Guide to Implementing New NFP Reporting

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Preparing for the Ever Broadening Role of the CBO

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Reorganize Your Chart of Accounts and Provide Endless Efficiencies

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Retooling Your Financial Reserves

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Revenue Recognition Handout – Example 1

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Revenue Recognition Handout – Example 2

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Risk Management/Vehicle Driver Authorization

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Self-Service 24-7 Vehicle Dispatch Keyosk

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Simplifying Complex Data using Tableau – Storytelling with Data Visualization

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South Dakota Board of Regents Human Resources – Financial Information Systems (HRFIS) Project

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Spurring Standards for State Subsidies

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Statement of Net Position Worksheet – GASB Small Business Case Materials C

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Statement of Net Position Worksheet – GASB Small Business Case Materials D

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Statement of Revenues, Expenses and Changes in Net Position Worksheet – GASB Small Business Case Materials B

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Strategic Financial Forecasting

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Streamlining the Collection of Summer Related Pay for Faculty

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Successfully Implementing Paperless Accounts Payable

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Successfully Implementing Paperless Accounts Payable Presentation

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Survivors Guide to Shared Services

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Taking Control of the Discounting Process

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Tax Risk Assessment Matrix

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Tax Risk Matrix

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The Cashless and Paperless Business Office

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The Finance Academy for Academic Leaders

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The Future of Payments & the Millennial Impact

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The Next Generation of Retirement Plan Success Metrics

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Three Universities, Three Different P3 Models

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Trends in Athletic Funding

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Trials and Tribulations of a Budget Review Process

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Understanding Academic Costs and Margins

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Uniform Guidance Year Two of the Audit Requirements – Now What?

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University Financial Reporting for Public Institutions

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UNIVERSITY FINANCIAL REPORTING for PUBLIC INSTITUTIONS

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Unrelated Business Income and Other IRS Recent Developments

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Workforce Planning to Ensure Financial Viability

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XYZ Exempt Organization Fraud Risk Assessment Program

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