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Capital Planning in Higher Ed: How to Align Your Plan with Operating Reality
Capital Planning in Higher Ed: How to Align Your Plan with Operating Reality A large public university spent the better…

The Importance of Higher Education Tuition Modeling in a World of Increased Competition
The Importance of Higher Education Tuition Modeling in a World of Increased Competition 5m Read Higher education institutions are navigating…

Higher Ed Finance in 2026: The Shift from Budgeting to Scenario Intelligence
Higher Ed Finance in 2026: The Shift from Budgeting to Scenario Intelligence 5 min Read A recent Predictions for Higher…

PFM Announces Strategic Partnership with DebtBook
PFM and DebtBook Announce Strategic Partnership to Accelerate Technology Modernization for Governments and Nonprofits 2 Min Read We are excited…

High Risk Crises in Higher Education – Black Swan Events
How to Protect Your Higher Ed Institution From Black Swan Crises 5 min Read Understanding high-risk crises and planning for…

The Higher Education Enrollment Cliff: Financial Perspective Is Everything
The Higher Education Enrollment Cliff: Financial Perspective Is Everything 8m Read Five years after the global pandemic upended higher education,…

How Higher Ed Institutions Use Scenario Analysis to Navigate Uncertainty
How Higher Ed Institutions Use Scenario Analysis to Navigate Uncertainty 5m Read What if, overnight, $25 million vanished from the…

6 Common Methods Used in Financial Forecasting
6 Common Methods Used in Financial Forecasting Models 10m Read Leadership teams often wrestle with questions of profitability and growth.…

Inaction in higher ed finance
Overcoming Inaction in Higher Ed Finance with Financial Modeling 5 min Read Four Perils of Inaction in Higher Ed Finance …

High Risk Crises in Higher Education – Gray Rhino Event
High-Risk Crises in Higher Education | Gray Rhino Events 5 min Read Gray Rhino Events in Higher Education Higher ed…

2024 State of Higher Ed Finance Report
The State of Higher Ed Finance Survey Report 5 min Read The State of Higher Ed Finance As a higher…

Keep Your Financial Mission Sustainable in 2024
Six Tips to Keep Your Financial Mission Sustainable in 2024 5 min Read Keeping Your Financial Mission Sustainable,Easier Said Than…

The Higher Education Enrollment Cliff: Financial Perspective Is Everything
The Higher Education Enrollment Cliff: Financial Perspective Is Everything 8m Read Five years after the global pandemic upended higher education,…

How Higher Ed Institutions Use Scenario Analysis to Navigate Uncertainty
How Higher Ed Institutions Use Scenario Analysis to Navigate Uncertainty 5m Read What if, overnight, $25 million vanished from the…

6 Common Methods Used in Financial Forecasting
6 Common Methods Used in Financial Forecasting Models 10m Read Leadership teams often wrestle with questions of profitability and growth.…

How Extended Planning & Analysis (XP&A) Can Grow Your Business
How Extended Planning & Analysis (XP&A) Can Grow Your Business 5m Read What is extended planning & analysis? Although Gartner officially…

3 Key Steps to Financial Flexibility and Business Agility
3 Key Steps to Financial Flexibility and Business Agility 5m Read Despite the pandemic’s sweeping economic impact, companies that were…

5 Ways to Build a Culture of Accountability at Your Company
5 Strategies for Building a Culture of Accountability 5m Read It has become increasingly challenging to foster effective communication and…

Know Who You Are
Know Who You Are 2m Read As the pandemic enters its third year, companies are forced to take a step…

Creating a Powerful Purpose-Statement
How to Create a Powerul Purpose-Statement 5m Read Click image to enlarge What is the purpose of your company (or…

What is Cash Flow Analysis and Why Does it Matter?
What is Cash Flow Analysis and Why Does it Matter?9m Read Every business worries about cash flow—after all, it’s the…

The Tool HBCUs Need to Invest for Long-Term Success
The Tool HBCUs Need to Invest for Long-Term Success 5m Read The higher education sector has been hit hard by…

Wisely Ride the Bond Wave to a Healthy Financial Future
Advice for Higher Ed! Wisely Ride the Bond Wave to a Healthy Financial Future 5m Read The COVID-19 pandemic has…

How the Fed and World Leading Organizations Use Scenario Analysis and Financial Modeling
How the Fed and World Leading Organizations Use Scenario Analysis and Financial Modeling 5m Read The Federal Reserve (‘the Fed’)…

Why You Need a Cash Flow Analysis Template
Why You Need a Cash Flow Analysis Template 5m Read 82% of small businesses fail because they don’t manage cash…

Acquisition Planning in Business Explained
Acquisition Planning in Business Explained 5m Read In today’s business world, there are more large-scale acquisitions than ever before. In…

Strategic Workforce Planning Solutions & Tools
Workforce Planning Software: How to Put Your HR Data to Work 6m Read Workforce planning is the process of planning…

Why You Need a Cash Flow Analysis Template
Why You Need a Cash Flow Analysis Template 6m Read 82% of small businesses fail because they don’t manage cash…

4 Tips to Get The Most Out of Your Cash Flow Software
4 Tips to Get The Most Out of Your Cash Flow Software 6m Read Why do they say cash is…

Cash Flow Analysis Examples: How to Analyze Your Cash Flow Statement
Cash Flow Analysis Examples: How to Analyze Your Cash Flow Statement 9m Read As a business leader, it’s crucial to…

Business Risk Analysis Explained
Business Risk Analysis Explained 6m Read Running a business carries several risks. Some hazards can destroy a business, while others…

The Importance of Sales Forecasting
The Importance of Sales Forecasting 6m Read Sales forecasting is a critical business exercise that creates sales projections and business…

Contingency Planning: Effective Tips & Strategies
Contingency Planning: Effective Tips & Strategies 6m Read What if you return from a conference to find your entire executive…

What Is Model Sensitivity in Sensitivity Analysis?
What Is Model Sensitivity in Sensitivity Analysis? 8m Read Anyone looking to leverage financial modeling at their company should understand…

What is Sensitivity Analysis and How Can It Help Your Organization?
What is Sensitivity Analysis and How Can It Help Your Organization? 10m Read What if you had the power to…

Discounted Cash Flow Analysis
What You Need to Know About Discounted Cash Flow Analysis 10m Read When the world is so unpredictable, how can…

How Telecom Financial Modeling Software Helps Companies Stay Competitive
How Telecom Financial Modeling Software Helps Companies Stay Competitive 8m Read Financial modeling is imperative for any business: it allows its…

Higher Education Debt and Capital Market Overview
Higher Education Debt and Capital Market Overview 5min Read The higher education industry is in a state of flux from…

The Truth about Business Intelligence
The Truth about Business Intelligence 8 min Read “Improving revenues using Business Intelligence (BI) is now the most popular objective…

Preventing Scope Creep in Financial Modeling
Preventing Scope Creep in Financial Modeling 2 min Read What is a Project Scope? Scope refers to the objectives of…

Not Your Average Financial Software Implementation
Not Your Average Financial Software Implementation 8min Read Exceptional Implementation in Less Time With an average implementation time of three…

Modeling COVID-19: Economic Impact Scenarios Infographic
Modeling COVID-19: Economic Impact Scenarios Infographic 4m Read COVID-19 cases continue to grow in the United States and other countries…

Design Thinking in Financial Modeling
How To: Financial Modeling with an Iterative, Design Thinking Mindset 5 min Read Striking the right balance between the level…

Analyzing PPP Loans through Financial Modeling
PPP Loan Analysis: A How-To through Financial Modeling 5m Read Payroll Protection Now Available As federal, state and local governments…

Whitebirch Is Now Synario
Whitebirch Multi-Year Planning has rebranded to Synario. The new name represents our focus on offering finance leaders the best financial…
Modeling the Second Wave of COVID-19
Modeling the Second Wave of COVID-19 10min Read A Multi-Industry Outlook on Coping with a Second Wave of COVID-19 As…

Future Proofing Your Organization through Agile Planning
Future Proofing Your Organization through Agile Financial Planning 45min Webcast NACUBO Webcast – Future Proofing Your Institution Through Agile Planning…

An Open Budget Book
An Open Budget Book 3 min Read Business Officer Magazine November 30, 2017 Colleges and universities across the country have…

Why Bank & Financial Institution Modeling Matters Now More Than Ever
Why Bank & Financial Institution Modeling Matters Now More Than Ever 5 min Read The specifics surrounding financial models typically…

The Problem With Financial Modeling Software Solutions
The Problem With Financial Modeling Software Solutions 5-Min Read Financial modeling software solutions are used to answer a single, high-level…

COVID-19 Makes Pharmaceutical Financial Modeling More Important Than Ever
СOVID-19 Makes Pharmaceutical Financial Modeling More Important Than Ever 5 Min Read As COVID-19 continues to alter our world in…

The Case for Financial Modeling
The Case for Financial Modeling 3 min Read What is a model? A model is a tool to forecast some…

How to Set the Right Goals for Your Financial Model
How to Set the Right Goals and Targets for Your Financial Model 3 min Read As you set out to…

A Simple Guide to the 10 Types of Financial Models
The 10 Types of Financial Models: A Simple Guide and Walkthrough 5 Min Read Financial modeling is a process that uses…

Predict with Precision
Predict with Precision 2 min Read Probabilistic Thinking in Financial Modeling Financial professionals can gain valuable insight through probabilistic scenario…

Navigating Economic Uncertainty with Financial Modeling
Navigating Economic Uncertainty with Financial Modeling 5 Read Navigating Economic Uncertainty with Financial Modeling The coronavirus-induced collapse of the global…

Modeling vs Budgeting: Organizational Interdependency
Modeling vs Budgeting: Organizational Interdependency 9 min Read Two different organizational challenges require two different solutions. Similar to how budgeting applications…

Higher Ed: Pivoting for COVID-19
Higher Ed: Pivoting for COVID-19 5 Minutes Read While the social and economic impacts of the growing coronavirus outbreak have…

Gray Rhino Vs. Black Swan Events: Prepare and Adapt to High-Risk Crises
Gray Rhino Vs. Black Swan Events: Prepare and Adapt to High-Risk Crises 6 minutes Read The Financial Impact of High-Risk…

Financial Modeling Framework
Financial Modeling Framework 8 min Read Setting goals will allow you to define the scope and framework for your model. Scope is…

6 Reasons to Ditch Excel
6 Reasons to Ditch Excel 5 Min Read Why It’s Risky to Use Excel as a Financial Modeling Tool The…

Wofford College
Wofford College 15min Read Use Case Overview Read the full use case Standing out in today’s higher education environment is…

Modeling Rising Healthcare Costs for Municipalities
Modeling the Impact of Rising Healthcare Costs on Municipalities A municipal budget can balance in June and begin to unravel…

Capital Planning in Higher Ed: How to Align Your Plan with Operating Reality
Capital Planning in Higher Ed: How to Align Your Plan with Operating Reality A large public university spent the better…

Why State and Local Governments Need Multi-Year Financial Planning Now
Why State and Local Governments Need Multi-Year Financial Planning Now 8 min read State and local governments are operating in…

Higher Ed Finance in 2026: The Shift from Budgeting to Scenario Intelligence
Higher Ed Finance in 2026: The Shift from Budgeting to Scenario Intelligence 5 min Read A recent Predictions for Higher…

How to Perform Sensitivity Analysis in Higher Education Finance
How to Perform Sensitivity Analysis in Higher Education Finance 10m Read Financial models serve as powerful instruments for evaluating the…

PFM Announces Strategic Partnership with DebtBook
PFM and DebtBook Announce Strategic Partnership to Accelerate Technology Modernization for Governments and Nonprofits 2 Min Read We are excited…

Setting Up Scenarios in Today’s Environment
Setting Up Scenarios in Today's Environment Thinking Through Scenarios How do you create scenarios when performing a scenario analysis? Listen…

How Extended Planning & Analysis (XP&A) Can Grow Your Business
How Extended Planning & Analysis (XP&A) Can Grow Your Business 5m Read What is extended planning & analysis? Although Gartner officially…

Why You Need a Cash Flow Analysis Template
Why You Need a Cash Flow Analysis Template 5m Read 82% of small businesses fail because they don’t manage cash…

Collaborating with Colleagues
Collaborating with Colleagues 5m Read Watch the Webcast This article was adapted and expanded from the Creating and Enabling Leadership…

Beyond Implementation – Making the Most of Synario
Beyond ImplementationMaking the Most of Synario 4m Read The Planning Process Synario implementation is an exciting time to discover how…

What is Strategic Planning?
What is Strategic Planning? 5m Read A strategic planning framework is essential in any industry. For example, strategic planning in…

























