Tuesday Morning Learning Opps

Can You Afford Your Promise to Students? A Student-Centered Metric to Assess Financial Health

  • Tuesday, July 16
  • 08:30 AM - 09:45 AM
  • Austin Conv Center
  • Level 4, 12AB
  • MS


Paula Harbecke

Vice President

New England Commission of Higher Education

Burlington, Massachusetts

Michael Hoyle

Senior Vice President for Administration, Finance & Strategic Planning

Boston College High School

Boston, Massachusetts

Ranch Kimball


Boston University

Boston, Massachusetts

Kasia Lundy


Ernst & Young (EY-Parthenon)

, Massachusetts

Tom Simard

Deputy Commissioner for Finance and Administration

Massachusetts Department of Higher Education


Traditionally university leadership, including chief business officers, have relied on metrics such as CFI and the DOE financial responsibility composite score to both assess and communicate the financial health of their institutions to boards and regulators. While these metrics enable tactical discussions about institutional finances, they do not necessarily stimulate strategic conversations about the institution’s current business model and its future. A new metric, the Student Educational Resources (SER) metric, is proposed to leverage available data to measure the ability of an institution to deliver on the promise it made to enrolled students to enable them to complete their degrees within a reasonable timeframe. Panel members will discuss how the metric works and future implementation.

Learning Objectives

  • Calculate the Student Educational Resources (SER) metric
  • Assess the value of the SER for institutions, students, and regulators in understanding institutional health
  • Understand implications for future nationwide use of the SER metric