College and University Finances A Toolkit for Boards

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 difficult of identifying and understanding where institutions are investing their resources and what the institution gains from those investments. The toolkit contains:

Two Books:

Strategic Finance: Planning and Budgeting for Boards, Chief Executives, and Finance Officers
By Kent John Chabotar

Understanding Financial Statements: A Strategic Guide for College and University Boards
By John A. Mattie, John H. McCarthy, and Robert M. Turner

Three Board Basics:

Financial Responsibilities
By Tracy J. Burlock and Kent John Chabotar

Finance Committee
By James E. Morley, Jr.

A Glossary of Financial Terms

Papers from The AGB Cost Project:

Strengthening Board Capacity for Overseeing College Costs
By Jane V. Wellman

Engaging the Board in Conversations about College Costs
By Lucie Lapovsky

What Boards Are Doing--and Not Doing--in Reviewing Institutional Costs
By Jane V. Wellman

Strengthening Board Capacity for Strategic Financial Oversight
By Jane V. Wellman

CD-ROM

Includes documents on cost reporting, performance indicators, strategic finance, benchmarking, financial analysis, and more.