The presentation will focus on a data based approach to predicting future enrollment for the school's operating budget based on historical trends in data.   It will also cover a data based approach to tuition assistance and the school's discount rate, as well as intentionally developing a budget operating contingency based on potential fluctuations in enrollment.  

Speaker:    

• Adam Wojtelwicz, Chief Financial Officer, Trinity Valley School  (TX)

Learning Objective: To budget enrollment based on historical trends, use the discount rate to develop the financial aid budget, allocate aid using a data based approach, and build in an operating contingency to manage enrollment fluctuations.    

CPE Field of Study:Finance 
CPE Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Recommended CPE Credits: 1.0