Transforming Facility Data into Capital Strategy: Funding What Matters Most

Audra Kahr – Lafayette College

Michael Brennan – Entech Engineering, Inc.

This session is designed specifically for finance leaders seeking clearer visibility into facility risk, capital exposure, and long-term budget alignment. We will demonstrate how Facility Condition Assessments (FCAs) provide objective, defensible data that strengthens financial forecasting and supports strategic capital allocation across campus buildings and infrastructure.

Rather than focusing solely on building deficiencies, the presentation will translate FCA findings into financial metrics and strategic investment examples. Attendees will see how condition data can be structured to support multi-year capital improvement plans, inform debt strategy, justify funding requests, and reduce unplanned expenditures.

Key discussion points include:

• Converting building condition data into capital forecasting models.
• Quantifying financial risk tied to deferred maintenance.
• Prioritizing investments based on asset criticality and return on reinvestment.
• Aligning facilities funding with institutional financial strategy.
• Creating transparent reporting tools for boards and executive leadership.

Through real examples and discussion, participants will gain a framework for using facility data not just to manage buildings—but to protect balance sheets, improve predictability, and guide strategic investment decisions with confidence.

Learning Objectives

• Demonstrate the process in ranking near-term top priorities on campus that align with the master plan and facilities assessment outcomes.
• Understand how to prioritize strategic investment on campus.
• Describe how to maximize budgets with limited resources.

CPE Available

• 1 Credit: Finance