2020 Higher Education Webinar Series : 2020 : Events : CLA (CliftonLarsonAllen)

2020 Higher Education Webinar Series

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  • 6/24/2020
  • Webinar
  • Speaking Hosting

Join us for these complimentary webinars, which will highlight hot topics, updates, and best practices for higher education institutions.


Updates to the Financial Responsibility Ratio Requirements
May 20 

The calculation used to determine your institution’s financial responsibility composite score is changing. As a result, it’s possible your score could change. If a new score means your institution fails the standard, there are implications. In this session, we will go through the changes within the calculation, the new requirements of the supplemental schedule, and how you can prepare.

View recording and download slides

*Recording not available for CPE.

Outsourcing Best Practices
June 24 (11 a.m. – noon CT)

While the term “outsourcing” has often had a negative connotation within higher education, in reality, nearly every institution outsources many functions every day. Join us to discuss ways in which colleges and universities are outsourcing different finance and accounting functions for greater flexibility, performance, and quality or to address workforce shortages.

Learning objectives

  • Recognize the different types of outsourcing increasing in popularity in the higher education industry
  • Identify the benefits and risks to these arrangements
  • Determine if your college or university has needs that may be met through an outsourced model


Who should attend
Treasurers, CFOs, controllers, student financial aid directors, and others responsible for financial operations.

Recommended CPE
1 credit available: Management Services

Cost Containment Strategies to Endure the Impacts of COVID-19 
July 22 (11 a.m. – noon CT)

Both private and public sectors of higher education were already facing significant financial headwinds. The impact of COVID-19 could be severe. Discover how many colleges and universities are finding ways to transform their business models and contain costs.

Learning objectives

  • Identify common spending pitfalls
  • Locate cost overruns
  • Outline a new budget approach


Who should attend
College and university presidents, CFOs, controllers, and budget managers.

Recommended CPE
1 credit available: Finance

NCAA Agreed Upon Procedures Update
August 19 (11 a.m. – noon CT)

This session will help you identify the requirements for NCAA reporting, who is involved in this reporting, and the requirements for receiving an agreed upon procedures report relating to such reporting. There will also be guidance surrounding internal controls, tips for understanding the reporting categories, and overall best practices.

Learning objectives

  • Review the annual NCAA reporting requirements
  • Review the upcoming changes to the NCAA procedures
  • Identify best practices for performing the annual reporting
  • Identify best practices for preparing for agreed upon procedures


Who should attend
Treasurers, CFOs, controllers, athletic directors, and others responsible for NCAA reporting.

Recommended CPE
1 credit available: Auditing

Board Evaluation

Details forthcoming

Tax Update

Details forthcoming

Academic Program Analysis and Review

Details forthcoming

Common IT Issues/Risks and Mitigation Techniques

Details forthcoming



Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based

View CPE sponsorship information.

Event Cancellation Policy

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