Monday Mid-DayLearning Opps

A Prospective and Collaborative Forecast Designed for University Leaders

  • Monday, July 31
  • 02:00 PM - 03:15 PM
  • Minneapolis Conv Ctr
  • 102C
  • FIN

Speakers

Greg Ramirez

Director of Financial Planning and Malibu Operations

Pepperdine University

Malibu, California

Brian Thomason

Associate Vice President and University Controller

Pepperdine University

Malibu, California

Description

Pepperdine University recently developed a forecast process—integrated into the month-end close cycle—that leverages sophisticated predictive models and automated system processes and includes budget managers. Representatives from the institution will discuss development of the forecast, its deployment to the community, how information is disseminated to university leadership, and lessons learned.

Learning Objectives

  • Identify common forecasting methods and the cultural challenges associated with them.
  • Define the critical components of an accurate and credible forecast unique to your institution.
  • Review best practices for implementing a successful forecast process.