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Weathering Turbulent Times

Small College Guide to Financial Health: Weathering Turbulent Times

By Michael K. Townsley

This publication examines the financial and strategic resources that private colleges and universities must have in place to withstand the storm. Small college presidents, CFOs, planners, chief academic officers, and board members will find substantive guidance on analyzing financial condition, reshaping strategy, and implementing best practices.

Resources

Debt Financing & Management - Find resources on institutional debt policy and management, the bond issuance and rating processes, typical debt vehicles, and common measures of creditworthiness.

Treasury Management - Find resources on effective cash management--maximizing short-term investment income, minimizing expenses, and streamlining processes associated with cash flows in the most cost-effective manner.

Moody's Rating Roadmap (April 2009) - "U.S. Colleges and Universities Rating Roadmap: Focus on Special Risks During Recession & Credit Crisis." (Reprinted with permission from Moody's Investor Services, Inc.)

Contact

Sue Menditto

Senior Director, Accounting Policy

202.861.2542


News

Projecting College Closures Draws Scrutiny and Demands Self-Reflection

November 27, 2019

NACUBO President and CEO Susan Whealler Johnston shares her deep concern with a recent attempt to predict colleges' demise and offers guidance for communicating your financial information.


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  • September 20, 2019

    NACUBO Releases New Strategic Blueprint

    Our commitment to five priorities will enhance your member experience through new tools, advocacy efforts, professional development opportunities, and more.

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  • June 10, 2019

    ED Issues Clarifying Guidance on Financial Responsibility Reporting

    A new Q&A addresses reporting for public institutions, as well as debt and liability triggers for all institutions. Institutions are expected to submit any necessary supplemental reporting that results from this new information by June 13.

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Upcoming Programs

  • September 23, 2020

    Legislative Lunchcast: A Washington Update From NACUBO (September 2020)

    September 23, 2020 | 1-1:30pm ET

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  • September 24, 2020

    Closing Your Budget Gap

    September 24, 2020 | 11-12pm ET

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Research

  • September 22, 2020

    NACUBO Student Financial Services Benchmarking Report

    The annual Student Financial Services (SFS) Benchmarking Report examines trends in student financial services operations, staffing, and SFS operating budgets at NACUBO member colleges and universities.

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  • August 31, 2020

    NACUBO Tuition Discounting Study

    The annual NACUBO Tuition Discounting Study (TDS) measures the institutional tuition discount rates and other indicators of institutional grant awards to first-time, full-time first year undergraduates and all undergraduates who attend private, nonprofit (independent) colleges and universities.

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Press Release

  • September 18, 2020

    NACUBO Applauds IRS and Treasury for Reasonable Approach to Problematic Endowment Tax

    The IRS and the Department of the Treasury released final rules for the endowment excise tax and took a measured approach to an otherwise misguided levy on certain private colleges and universities.

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  • June 17, 2020

    NACUBO Sets Path Forward Through COVID-19 Financial Implications

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