Press and Media

Press Releases

PHILADELPHIA – November 29, 2017:  PFM today announced the University of California – Irvine (UCI) Student Affairs Auxiliary Services division recently went live on Whitebirch Pro. Business units within Student Affairs Auxiliary Services, including housing, dining etc. function independently and leadership needed a tool to facilitate collaboration and communication between units. Each unit now has department specific planning and forecasting dashboards.  In addition, Whitebirch delivers to leadership a holistic view of Student Affairs Auxiliary Services. Brice Kikuchi (...
PHILADELPHIA – December 1, 2017: The City of Alpharetta, GA has selected the Whitebirch Multi-Year Planning for Local Government platform to meet their strategic planning and forecasting needs.  The City is Georgia’s 12th most populous city and is known as the Technology City of the South due to the large number of tech-focused companies that call Alpharetta home.“The City of Alpharetta utilizes a long-term financial planning process because it fosters discussion and engenders a long-range perspective for our decision makers”, explained Shawn Mitchell, Budget and...
PHILADELPHIA – November 20, 2017: Covenant College has selected the Whitebirch Multi-Year Planning for Higher Education platform to meet their strategic planning and forecasting needs. With a total enrollment of approximately 1,000 students, Covenant is a small Christian liberal arts college in Lookout Mountain, GA. Chief Financial Officer, Dan Wykoff, was seeking assistance with multi-year planning. He was introduced to PFM Solutions and quickly saw the value of Whitebirch. Dan plans to use it extensively to build the size of their endowment. The platform provides various sensitivities...
PHILADELPHIA – November 15, 2017: The College of St. Elizabeth (CSE) has selected the Whitebirch Multi-Year Planning for Higher Education platform to meet their strategic planning and forecasting needs. CSE is a private Roman Catholic, liberal arts college with approximately 1,100 undergraduates in Morristown, New Jersey. CSE plans to use Whitebirch to understand and communicate impacts of expanding academic programs. In addition, they are also in process of prioritizing renovations and capital projects. The Vice President of Finance and Administration is particularly interested in...
PHILADELPHIA – November 16, 2017:  PFM today announced Lasell College has deployed the cloud-based Whitebirch Multi-Year Planning platform in its finance department. Lasell is using the platform to stress test enrollment levels and major expense drivers. The richer financial analysis and built-in presentation capabilities of Whitebirch are exceptionally helpful in Board meetings and communications.“Colleges and universities are complex enterprises with mission-critical questions that need to be answered” explained Brett Matteo, President of PFM Solutions. Whitebirch is...
PHILADELPHIA – November 14, 2017: Barton College, a private liberal arts college located in Wilson, North Carolina, has selected the Whitebirch Multi-Year Planning for Higher Education platform to meet their strategic planning and forecasting needs.  “Our platform is an out-of-the-box solution which allows clients to quickly derive value from their investment”, explained Brandon Rosenbluth, Director of Client Services for the Whitebirch platform. “Barton’s Vice President for Administration and Finance will be using Whitebirch dashboards in his December Board...
PHILADELPHIA – November 10, 2017: Cobb County School District, the second largest in the state of Georgia with over 100,000 students and 112 schools, has selected the Whitebirch Multi-Year Planning for K-12 School Districts platform to meet their planning and strategic forecasting needs“School Districts across this country face tremendous uncertainty” explained Dan Berger, Director of Application Development for the Whitebirch platform. “Traditional budgeting and forecasting systems fall way short of what is needed to understand and plan for the financial future of a...
PHILADELPHIA – October 19, 2017:  PFM and the Association of Independent Colleges and Universities of Pennsylvania (AICUP) today announced a new partnership that will grant 89 higher education institutions across the Commonwealth access to the preeminent software tool on the market built specifically for comprehensive financial modeling. PFM’s Whitebirch Multi-Year Planning Software (Whitebirch) platform will now provide financial officers at Pennsylvania institutions large and small with an easy to implement tool that can quickly conduct comprehensive multi-year analyses and...
Healthcare costs, infrastructure needs and pensionscited as most critical challenges to long-term financial planningPhiladelphia, PA (June 5, 2017) – A new survey published by PFM Solutions LLC, a leading provider of financial modeling technology using its Whitebirch platform, reveals that nearly three-quarters of local government financial executives lack confidence in their long-term financial decision-making. This can be attributed to the findings that more than half (58%) of local government financial executives view the reliability of their long-term financial projections as...
Difficulty Seeing and Planning for Future Scenarios Cited As Top ChallengesPhiladelphia, PA (May 17, 2017) – Amid increasing funding pressures for colleges and universities, a new survey published by PFM Solutions LLC, a leading provider of financial modelling technology using its Whitebirch platform, finds that more than three quarters (76%) of higher education financial executives lack a high degree of confidence in their long-term financial strategic planning. The survey was conducted at the WACUBO 2017 annual conference, the annual gathering of financial and administrative...

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