2020 Higher Education Webinar Series

Woman Working on Laptop in Home Office
  • 8/19/2020
  • Webinar
  • Speaking Hosting

11 a.m. – noon CT

Join us for these complimentary webinars, which will highlight hot topics, updates, and best practices for higher education institutions.


Updates to the Financial Responsibility Ratio Requirements
May 20 

The calculation used to determine your institution’s financial responsibility composite score is changing. As a result, it’s possible your score could change. If a new score means your institution fails the standard, there are implications. In this session, we will go through the changes within the calculation, the new requirements of the supplemental schedule, and how you can prepare.

View recording and download slides

*Recording not available for CPE.

Outsourcing Best Practices
June 24

While the term “outsourcing” has often had a negative connotation within higher education, in reality, nearly every institution outsources many functions every day. Join us to discuss ways in which colleges and universities are outsourcing different finance and accounting functions for greater flexibility, performance, and quality or to address workforce shortages.

View recording and download slides

*Recording not available for CPE.

Cost Containment Strategies to Endure the Impacts of COVID-19 
July 22

Both private and public sectors of higher education were already facing significant financial headwinds. The impact of COVID-19 could be severe. Discover how many colleges and universities are finding ways to transform their business models and contain costs.

View recording and download slides

*Recording not available for CPE.

NCAA Agreed Upon Procedures Update
August 19

This session will help you identify the requirements for NCAA reporting, who is involved in this reporting, and the requirements for receiving an agreed upon procedures report relating to such reporting. There will also be guidance surrounding internal controls, tips for understanding the reporting categories, and overall best practices.

Learning objectives

  • Review the annual NCAA reporting requirements
  • Review the upcoming changes to the NCAA procedures
  • Identify best practices for performing the annual reporting
  • Identify best practices for preparing for agreed upon procedures


Who should attend
Treasurers, CFOs, controllers, athletic directors, and others responsible for NCAA reporting.

Recommended CPE
1 credit available: Auditing

Navigating With Excellence in Unpredictable Times
September 23

The ability to adapt to change is critical for your institution to survive and thrive going forward. This session will discuss how establishing a dynamic strategy, with an agile board and proactive risk management processes, can help support short- and long-term goals as your college or university responds to the new normal. In addition, we’ll explore how collaboration and proper alignment can help address the challenges facing many boards today.

Learning objectives

  • Recognize how inter-related risk management enables you to respond to existing and emerging risks.
  • Identify strategic planning best practices
  • Describe the board’s role in governance oversight


Who should attend
Executives, board members, risk champions, and leaders who are involved with board oversight, strategy, and risk management.

Recommended CPE
1 credit available: Management Services

Tax Update
October 21

This session will cover recent legislative actions, ongoing tax and compliance initiatives, and IRS hot topics impacting your higher education institution. In addition, we will also take a look at the risk elements that face colleges and universities related to unrelated business income (UBI), tax, and compliance.

Learning objectives

  • Review recent legislation impacting higher education
  • Identify UBI risk areas
  • Recognize potential tax and compliance risks in your institution, including payments to nonresident aliens.


Who should attend
Accounting and finance staff, managers, and officers responsible for or involved with institutional tax and compliance reporting, training, or education.

Recommended CPE
1 credit available: Taxes

Academic Program Analysis and Review

Details forthcoming

Common IT Issues/Risks and Mitigation Techniques

Details forthcoming



Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

View CPE sponsorship information.

Event Cancellation Policy

For more information: