CFO/CBO Strategy Session

Romayne Botti - Rockefeller University
Sara Thorndike - Pennsylvania State University
David English - Denison University

In these uncertain and challenging times, higher education finance leaders are once again facing relentless pressures. Join us to discuss proposed federal changes along with other proposals impacting current and future planning strategies for colleges and universities.

This session is not just about problem-solving, it’s about building a network of support, exchanging ideas, and reinforcing the value of shared experiences. In a time when higher education finance leaders often face tough decisions in isolation, this discussion offers an opportunity to network with fellow CFOs/CBOs and walk away with both practical solutions and a renewed sense of connection.

Learning Objectives

1. Identify Key Financial Challenges – Recognize the primary financial sustainability pressures facing higher education institutions, including budget constraints, tuition dependency, and evolving financial models.
2. Understand Regulatory and Compliance Changes – Gain insights into current and emerging federal and state regulations and their impact on institutional financial planning and decision-making.
3. Foster Peer Support and Networking – Build a strong professional network, share experiences, and cultivate a sense of connection and collaboration among senior financial leaders.

CPE Available

• 1.5 Credits: Finance