July 17, 2:00–3:00 PM ET

Financial sustainability is more than balancing a budget—it’s about ensuring your institution can fulfill its mission for generations to come. Yet too often, governing boards fall into the trap of “magical thinking”: relying on outdated assumptions, incremental budgeting, or wishful strategies that avoid difficult tradeoffs.

Join AGB for a pragmatic, board-level approach to financial sustainability, rooted in the principles outlined in AGB’s A Guide to Strategic Board Retreats in Higher Education. The session will underscore why financial health must be at the center of every strategic conversation—and how a focused board retreat can serve as the ideal forum to address these challenges head-on.

Attendees will gain insights on how to:

Define what financial sustainability means for their specific institution
Identify and avoid common pitfalls and distractions that derail financial planning
Use retreat time to have candid, mission-centered conversations about tradeoffs
Build a financial briefing book and retreat agenda that drive real decisions

Whether planning your next retreat or strengthening ongoing board discussions, this webinar will help you foster clarity, accountability, and action around your institution’s financial future.

Presenter:

Larry Ladd, former trustee, University of Massachusetts, the Woods Hole Oceanographic Institution, the Meadville Lombard Theological School, and Boston Architectural College