Monday Midday Learning Opps

Move Stakeholders to Action with Financial Modeling

  • Monday, July 15
  • 02:15 PM - 03:30 PM
  • Austin Conv Center
  • Level 4, 18AB
  • FIN


Marc Aiello

Financial Services Management Analyst

Virginia Commonwealth University

Andrea Featherstone

Director of Budgets and Financial Modeling

Bucknell University

Amanda Good

Business Planning & Budget Analyst

Bucknell University

Michael Nicolescu

Implementation Manager

PFM Solutions LLC

Philadelphia, Pennsylvania

David Patrick

Budget Analyst

Virginia Commonwealth University

North chesterfield, Virginia


Financial models are more than numbers on a page— they also tell a story about your financial future. That story, grounded in facts and analyses, has the potential to drive real change and create value. Panelists will discuss how developing a strategic, multi-year financial model can not only strengthen institutional financial management but also help leadership understand the key choices and opportunities that lie ahead. Offering the perspectives of both a large public institution and a small private institution, the speakers will share how explaining key variables regarding financial risk and volatility helps university leadership better understand the impact of new initiatives, as well as trends in enrollment, aid, and compensation.

Learning Objectives

  • Learn how a multi-year platform can contribute to strong, robust financial management
  • Create and sustain a financial model in which all stakeholders have trust and confidence in the results
  • Articulate the value of strategic financial planning, including leveraging a forecast to engage senior leadership, third parties, and other key stakeholders