This workshop has now concluded.
Testimonial from a workshop participant:
"I found the Presenting Financial Information Effectively workshop offered by Lyrae Williams (Assistant Vice President for Institutional Planning and Effectiveness at Colorado College, Colorado Springs) extremely interesting and valuable. The Instructor was well-prepared and used the right combination of theory and practical exercises – which presented real life situations relevant to academic business managers. She provided me with useful tools to present financial data and information in a concise and understandable way. Fortuitously, I was able to apply them almost immediately in a presentation to the Provost and the Vice-President Administration, who commented on how clearly the information was presented. The workshop and subsequent activities have motivated me and given me confidence in my ability to present information. In addition, the CAUBO workshop gave me the opportunity to reconnect with people I otherwise see only once a year at the annual conference, and to network with new people in similar positions from other universities."
Barb Campbell, Executive Director
Office of the Provost
This workshop will provide an in-depth exploration of key issues business officers face when presenting financial information to various audiences. It will investigate, demonstrate and deliver specific tools that participants can take back to their campuses and use successfully.
Three specific areas will be explored:
Understand Your Audience Needs - Know what the audience wants/needs, and how information will be used
Evaluate Financial Information - Identify the most important aspects of the financial data and relevant time frames
Present the Financial Information - Setting context, emphasizing key messages, why is the information important and anticipating questions in advance
The Target Audience
This program is intended for any manager, whether in central administration or at the unit level, who is responsible for conveying financial information to an audience with varying degrees of understanding of financial matters. Whether you are new to higher education or a seasoned veteran, this program is for you.
Lyrae Williams, Director of Budget, Colorado College, Colorado Springs is a twenty-year financial professional who has spent the last fourteen years in higher education finance in the United States. She holds a master’s degree in higher education finance and economics. She is a past presenter at WACUBO’s annual conference and Winter Management & Leadership Institute. She currently serves on the board of WACUBO as co-chair of the professional development committee.