Using Financial Ratios to Improve Institutional Health

Venue: Online Webcast

Location: Online Webcast, United States

Event Date/Time: Nov 09, 2010
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Having a clear picture of an institution's financial health has never been more important to short- and long-term decision-making and planning efforts. The Composite Financial Index (CFI) is a proven approach to surfacing the most critical information for assessing and improving the financial condition of an institution.

Join us online to learn how to calculate your CFI and methods for applying ratio analysis to improve institutional decision-making and overall financial health.


This webcast is designed for an institution's financial managers including CFOs, controllers, and budget directors. Because the program provides an overview of the CFI and offers step-by-step guidance for calculating the underlying ratios, mid-level and senior administrators without an accounting background will also benefit from the program.


This online workshop engages you in active learning and hands-on work. Included in your registration fee is access to a set of worksheets designed to help you calculate your CFI. After the first session, using these worksheets, you'll calculate your CFI and send your results to Academic Impressions and instructor Larry Goldstein (all information will be kept secure and confidential).

The second session of the webcast will integrate a breakout activity in which small groups of institutions will collaborate by phone on a 15-minute activity and share results. More specifically, you will discuss your CFI with like institutions, its implications, and critical steps you can take to improve your institution's financial health.


* In order to participate in the planned breakout activity, you must listen to this webcast by phone. You should be prepared upon login to the webcast to enter in the direct-dial number for your telephone, as the meeting room will call out directly to you. If you cannot locate the direct-dial number for your phone, or if your phone has an extension, please contact to make alternate arrangements.
* In order to participate in the planned breakout activity, please station someone from your organization at the phone and computer to serve as your organization's spokesperson.
* When listening via phone, be sure to turn off or completely mute your computer speakers to prevent any audio feedback.


Instructor Larry Goldstein will be available for phone and email support between the two sessions to assist you in calculating your CFI.