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Financial Modeling for Higher Education

May 21, 2024 Register Today
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Join us for an informative webinar as we explore best practices in financial modeling for higher education and other nonprofit organizations. The presenters will share use cases for financial modeling, including strategic planning and initiative development. Special attention will be paid to the value of developing long-range strategies for resource allocation and rigorous testing for potential alternative scenarios.

Learning Objectives

Upon completion of this program, participants will be able to:
  • Describe and evaluate common methods for financial planning
  • Identify two to three use cases for a long-range financial planning tool
  • Discuss alternative scenarios for enrollment, labor costs, and overhead expenses that should be modeled

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's This For

CEOs, presidents, executive directors, and board of trustees/directors



Delivery Method

Group Internet Based. Each attendee must be logged in and answer the poll questions to receive CPE credit.

Refund Policy

There is no fee associated with this webinar. 

Program Level


Recommended Field of Study

Specialized Knowledge

Advanced Preparation



If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at

FORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Nick Wallace, Rachel Pauletti