Publications By Topic: Finance and Endowment

Reports and Surveys
2011
Based on a 2011 survey, this report is intended to provide foundation staff and boards, as well as administrators and boards of public colleges, universities, and university...
Publications
2011
The basic purpose and principles of effective board committees remain constant across higher education, regardless of institutional type, mission, or size. The Effective...
Reports and Surveys
2011
The content of this edition of the State Governance Action Report was informed by newspaper reports, online reports, state and institutional Web sites, and conversations with...
Reports and Surveys
2011
The latest State Governance Action Report (SGAR) covering current or just recently completed legislative sessions. Among the most important issues being considered are...
Publications
2011
The audit committee serves as the guardian of an institution's most valuable asset: its reputation.  As colleges and universities have become subject to intense scrutiny...
The Investment Committee
Publications
2011
This publication is part of an AGB series devoted to strengthening the role of key standing committees of governing boards. While there is no optimum committee system for...
Reports and Surveys
2010
From March through May 2010, the Association of Governing Boards of Universities and Colleges (AGB) conducted an online survey of board chairs from independent colleges and...
Reports and Surveys
2010
From the Introduction: This is the second consecutive year that the Association of Governing Boards of Universities and Colleges (AGB) is reporting on the financial...
Publications
2009
This collection of essential information, used in AGB's strategic finance workshops, leads trustees from a basic understanding of core financial reports through the more...
Publications
2009
All board members need to be up-to-speed on the issues that affect their institution's financial condition. The Financial Matters set provides clear, easy-to-read guides that...
Publications
2009
Trustees have no greater responsibility than to ensure an institution's financial health in support of its mission. A Bowdoin College trustee and the president of Guilford...
Reports and Surveys
2009
In March and April of 2009, the Association of Governing Boards of Universities and Colleges (AGB), in partnership with the National Association of College and University...
Publications
2009
Each New Trustee Survival Kit contains five quick-reading Board Basics on key topics ranging from ethics and values to finance and fund-raising responsibilities: The Board's...
Reports and Surveys
2009
This report provides an overview of current financial conditions in public higher education. Using such metrics as funding levels, budget cuts, strategies for cost reductions...
Publications
2009
The Fundamentals Set of six quick-reading Board Basics booklets is the best source of information on board structure and the responsibilities of trusteeship. The...
Publications
2009
The Fundamentals Set of six quick-reading Board Basics booklets is the best source of information on board structure and the responsibilities of trusteeship. The...
Reports and Surveys
2009
This survey was jointly conducted by AGB and United Educators and reports data on attitudes, practices and policies regarding enterprise risk management among American...
Publications
2009
Much has happened in the ten years since Understanding Financial Statements was first published, not only from a financial reporting perspective but also from an economic,...
Publications
2008
A lexicon of commonly used financial terms in higher education finance, with sections covering endowment, management, risk, rules and regulations, spending, and strategy.
Publications
2008
Solid financial thinking and highly useful advice for committees, board chairs, presidents, and CFOs is framed against a background that links budgetary processes and the...
Publications
2007
An overview of the essentials of sound endowment spending, asset allocation, portfolio structure, manager selection, and performance evaluation.
Publications
2006
Strategic Finance engages strategic planning and budgeting topics and marries them to actionable steps that boards, presidents, and CFOs can take to navigate a course of...
Publications
2006
This bound compilation of four papers, based on more than 30 regional and national meetings on cost matters, covers: an introduction to the topic of costs; strategies to...
Publications
2004
Endowment Management: A Practical Guide will help you establish policies and understand the essentials of successful endowment growth and management. This exciting new book...
Reports and Surveys
2003
Working with a national task force, AGB and the Council for Advancement and Support of Education developed an Illustrative Memorandum of Understanding (MOU) for public...