Tuesday Mid-day Learning Opps

Unlocking Assets to Increase Resources to Advance Mission

  • Tuesday, August 01
  • 10:45 AM - 12:00 PM
  • Minneapolis Conv Ctr
  • 208B
  • FIN

Speakers

Michael Mandl

President and CEO

Mandl & Co., LLC

Semoa, North Carolina

Kim Pate

Vice President

Wells Fargo Bank

Atlanta, Georgia

Steven Swant

Executive Vice President for Administration and Finance

Georgia Institute of Technology

Atlanta, Georgia

Jack Tillman

Managing Director

Mandl & Co., LLC

Atlanta, Georgia

Description

Colleges and universities are being asked to optimize existing resources to deliver innovative new business practices. This session will provide an overview of a new approach to unlocking equity value and explain how two institutions used existing physical and financial resources to collaborate on a shared library service center that advances both of their missions.

Learning Objectives

  • Investigate the process of identifying, evaluating, and executing opportunities to unlock physical and financial resources to deliver higher value.
  • Identify specific non-cash, non-debt balance sheet assets at universities or medical centers that might be candidates for capturing equity value or alternative debt instruments.
  • Recognize and overcome potential roadblocks, including organizational, financial, and legal considerations.