Typical Questions Whitebirch Answers:

  • How might a change in enrollment attendant to a new pricing/aid strategy impact our housing capacity? How would our credit rating be impacted if we build a new dormitory in reaction to that need for increased capacity? What is the best way to fund the new dormitory – debt, capital campaign, institutional resources, public-private partnership, or a combination thereof? How would delaying the dormitory project 1-year, 2-years, 3-years impact our financial statements?
  • What might be the impact of offering a new online product assuming alternative growth scenarios?
  • How will the proposed programmatic realignment impact revenues?
  • What strategies can we employ to stay financially healthy if our state appropriations continue to decrease?
  • What might be the impact on our endowment of a decrease in the stock and/or bond markets? How might that change if we reallocate our portfolio?
  • What is the prospective impact of an advancement campaign on our credit rating? What if it comes up short of target?
  • Which capital structure is optimal for a given operating projection and/or capital plan?
  • How might my change to a Resource Center Management (RCM) approach impact our financial statements and high-level budget?

Common Uses:

  • Student enrollment (cohorts, FTEs, SCHs)
  • Tuition (including differential tuition)
  • Aid (discount, waivers and remissions)
  • Auxiliary enterprises
  • Gifts (by type, by restriction), pledges versus pledge payments
  • Appropriations
  • Grants
  • Investments
  • Endowments
  • Employee compensation (salaries and benefits)
  • Non-personnel expenses
  • Debt (bonds, notes, leases, letters of credit, swaps)
  • Deferred maintenance (Facility Condition Index)
  • Operating initiatives
    • Advancement campaigns
    • Programmatic realignment
    • Sponsored research
    • Retention strategies
    • Compensation strategies
    • Staffing
    • Endowment reallocation
  • Capital projects
    • Buildings
    • Campuses
    • IT investments
    • Debt restructuring

Whitebirch solves for Higher Education

Many higher education institutions face an uncertain future. Demographic shifts, new student demands for amenities, increasing pressure on governmental appropriations, changing educational methodologies/delivery mechanisms, and financial market volatility, among other external pressures, create a pressing need to analyze and communicate the institution’s prospective financial position.

PFM Solutions President, Brett Matteo, discusses our experience working with higher education institutions:
Director of Client Services, Brandon Rosenbluth, discusses the features higher education clients love about the platform:

Solving for Student Revenues

Solving for Student Revenues

Whitebirch On Demand for Higher Education is an out of the box solution that helps executive leadership and their boards answer mission critical questions about their financial future.