Leaders in Online and Professional Continuing Education

Forecasting, Budgeting, and Managing Money in an Environment of Uncertainty and Risk - June 2022

  • Registration Closed

Faculty Member

Dr. Gary Matkin

Cost

Members: $459.00

Non-Members: $599.00

Description

How do those in professional, continuing, and online education analyze opportunities, project revenue and expenses, identify prudent ways to manage resources, monitor cash flow, and mitigate financial disaster?  How do you measure success and respond to failure, reallocate resources, and determine new investment opportunities?  Those in PCO often operate as a stand-alone business --  by relying on revenue to support operating costs, and depending on forecasting, cash flow, and  agile pivoting to new strategies.

Topics Covered

  • Resource Allocation and Budgeting Basics
  • Forecasting 
  • Creating a Program Business Plan 
  • Evaluating Partnerships 

Learning Objectives

  • Differentiate between resource allocation and resource generation budgeting and analyze the implications for CE organizations.
  • Create a course budget and financial statement. 
  • Create alternative future scenarios
  • Understand and evaluate opportunity costs
  • Distinguish between development and delivery costs and understand amortization
  • Articulate the value proposition of both partners of the partnership
  • Anticipate and mitigate the common barriers in forming partnerships

Who should take this course? 

This course is designed for learners at various professional levels, particularly those who have some experience in PCO education administration who seek to learn more about financial forecasting and creating budgets at the course, program, and departmental level. 

Format and Schedule

This is a four week course consisting of about five hours of weekly course work made up of readings, asynchronous activities, and a weekly one hour live class meeting via Zoom. The schedule for the weekly meetings is below: 


Thursday June 2 at 2:00PM ET

Thursday June 9 at 2:00PM ET

Thursday June 23 at 2:00PM ET

Thursday June 30 at 2:00PM ET

Thursday July 7 at 2:00PM ET 


Gary Matkin (Moderator)

Dean Emeritus, Continuing Education at University of California Irvine; Course Developer and Faculty Member

Gary Matkin, Ph.D., is Dean Emeritus, Continuing Education at the University of California, Irvine. Matkin directs the activities of the Division of Continuing Education that, with a self-supporting annual budget of $40 million, offers over 3,100 continuing education courses per year, serving approximately 40,000 students. As Vice Provost, Matkin is responsible for coordinating career services across the UCI campus, including the direct supervision of the Division of Career Pathways, whose services are available to over 35,000 UCI undergraduate and graduate students, in addition to alumni and local employers. Previously, Matkin served as Associate Dean for Continuing Education at the University of California, Berkeley. He holds a doctorate in Education and an M.B.A. from the University of California, Berkeley, and a B.S. from the University of San Francisco, and is a Certified Public Accountant.


See what past participants have said about this course 

"I greatly appreciate all the resources you provided in our course: the readings, lectures, and discussion prompts were excellent."


"Dr. Matkin was welcoming to all participants. He was intentional about using our names and making connections between what we had each written or said the prior week with our contributions this week. Most importantly, he met each of us "where we are," whether a PCO leader who is very comfortable with budgets or a leader who is new to the financial aspects of their role. I appreciated the respect he demonstrated to each of us by doing so."


"The examples of budgets and program planning were so beneficial to me. The readings for course budgeting were insightful and helpful too!"


"Overall, this course was exceptionally run and the material was relevant to the struggles we're facing right now. I speak for my colleagues in saying that we enjoyed this course so much, we are sending 3 additional people to the course."


"Gary is so knowledgeable about this field and provided valuable practical tools and templates. The course was focused, with clear learning objectives and assignments that aligned to those objectives."


"I have been asking for this the contents of this very course for 5 years and couldn't find anything remotely relevant. Thank you for this! His book is now my bible."


"Gary was incredibly knowledgeable and could address every facet of developing a PCO."


"I will be sending my program leads to this class next time around in February."


"I thought the content was very good. I learned some new things and validated my thinking on others."


"A wealth of knowledge. His book is a great tool to keep. Resources provided were top notch. Answered all questions."

Key:

Complete
Failed
Available
Locked
Getting Started (for first-time participants)
Quick Start Guide
Read
Read Overview of course navigation, technology, and support.
Course Overview
Pre-Course Introduction Video
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Pre-Course Introduction Video Script
Click to read
Meet Gary W. Matkin Ph.D.
Click here to read a brief bio
Click here to read a brief bio
Competencies
Click here to read the Objectives
Click here to read the Objectives
Instructor Contact & Course Support
Click here to read the Instructor Contact info
Click here to read the Instructor Contact info
Welcome and Course Introduction - Video Conference Meeting - Thursday 06/02/2022 2:00 PM to 3:00 PM (Eastern)
06/02/2022 at 2:00 PM (EDT)   |  60 minutes
06/02/2022 at 2:00 PM (EDT)   |  60 minutes UPCEA Online PD is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://upcea.zoom.us/j/83034853913 Meeting ID: 830 3485 3913 One tap mobile +13126266799,,83034853913# US (Chicago) +19294362866,,83034853913# US (New York) Dial by your location +1 312 626 6799 US (Chicago) +1 929 436 2866 US (New York) +1 301 715 8592 US (Washington DC) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 830 3485 3913 Find your local number: https://upcea.zoom.us/u/kBxSXub5n
Week 1: Resource Allocation and Budgeting Basics
Week 1: Overview
Click here to read the weekly overview
Click here to read the weekly overview
Week 1: Reading and Resources
Click to view reading and resources
Click to view reading and resources
Week 1: Resource - Standard Course Budget (corrected)
Open to download resource.
Open to download resource.
Week 1: Resource - Consolidated Sources and Uses of Funds (spreadsheet)
Open to download resource.
Open to download resource.
Week 1: Resource - Payroll Distribution Schedule (spreadsheet)
Open to download resource.
Open to download resource.
Week 1: Video 1.1
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 1: Video 1.1 Script
Click to read
Week 1: Video 1.2
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 1: Video 1.2 Script
Click to read
Week 1: Video 1.3
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 1: Video 1.3 Script
Click to read
Week 1 Discussion: Reflecting on your Organization
Week 1 Activity 1: Standard Course Budget
Graded as Pass/Fail
Graded as Pass/Fail
Week 1 Activity 2: Consolidated Statement of Sources and Uses of Funds
Graded as Pass/Fail
Graded as Pass/Fail
Week 1 - Video Conference Meeting - Thursday 06/09/2022, 2:00 PM to 3:00 PM (Eastern)
06/09/2022 at 2:00 PM (EDT)   |  60 minutes
06/09/2022 at 2:00 PM (EDT)   |  60 minutes UPCEA Online PD is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://upcea.zoom.us/j/83034853913 Meeting ID: 830 3485 3913 One tap mobile +13126266799,,83034853913# US (Chicago) +19294362866,,83034853913# US (New York) Dial by your location +1 312 626 6799 US (Chicago) +1 929 436 2866 US (New York) +1 301 715 8592 US (Washington DC) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 830 3485 3913 Find your local number: https://upcea.zoom.us/u/kBxSXub5n
Week 2: Forecasting
Week 2: Overview
Click here to read the weekly overview
Click here to read the weekly overview
Week 2: Reading and Resources
Click to view reading and resources
Click to view reading and resources
Week 2: Resource - Post COVID Features Project Example
Open to download resource.
Open to download resource.
Week 2: Resource - Domains for Forecasting
Open to download resource.
Open to download resource.
Week 2: Video 2.1
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 2: Video 2.1 Script
Click to read
Week 2: Video 2.2
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 2: Video 2.2 Script
Click to read
Week 2: Video 2.3
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 2: Video 2.3 Script
Click to read
Week 2: Video 2.4
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 2: Video 2.4 Script
Click to read
Week 2: Video 2.5
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 2: Video 2.5 Script
Click to read
Week 2 Discussion: Signals and Drivers in Continuing Education
Week 2 Activity 1: Environmental Scanning Process
Graded as Pass/Fail
Graded as Pass/Fail
Week 2 Activity 2: Signals and Drivers or Change Scenarios
Graded as Pass/Fail
Graded as Pass/Fail
Week 2 - Video Conference Meeting - Thursday 06/23/2022, 2:00 PM to 3:00 PM (Eastern)
06/23/2022 at 2:00 PM (EDT)   |  60 minutes
06/23/2022 at 2:00 PM (EDT)   |  60 minutes Join Zoom Meeting https://upcea.zoom.us/j/83034853913 Meeting ID: 830 3485 3913 One tap mobile +13126266799,,83034853913# US (Chicago) +19294362866,,83034853913# US (New York) Dial by your location +1 312 626 6799 US (Chicago) +1 929 436 2866 US (New York) +1 301 715 8592 US (Washington DC) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 830 3485 3913 Find your local number: https://upcea.zoom.us/u/kBxSXub5n
Week 3: Creating a Program Business Plan
Week 3: Overview
Click here to read the weekly overview
Click here to read the weekly overview
Week 3: Reading and Resources
Click to view reading and resources
Click to view reading and resources
Week 3: Resource - Project/Business Plan Proposal
Open to download resource.
Open to download resource.
Week 3: Resource - Leadership Meets Innovation Three Year Delivery Budget (spreadsheet)
Open to download resource.
Open to download resource.
Week 3: Video 3.1
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 3: Video 3.1 Script
Click to read
Week 3: Video 3.2
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 3: Video 3.2 Script
Click to read
Week 3: Video 3.3
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 3: Video 3.3 Script
Click to read
Week 3: Video 3.4
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 3: Video 3.4 Script
Click to read
Week 3 Discussion: Project Plan Proposal Reflection
Week 3 Activity: Real Life Project
Graded as Pass/Fail
Graded as Pass/Fail
Week 3 - Video Conference Meeting - Thursday 06/30/2022, 2:00 PM to 3:00 PM (Eastern)
06/30/2022 at 2:00 PM (EDT)   |  60 minutes
06/30/2022 at 2:00 PM (EDT)   |  60 minutes Join Zoom Meeting https://upcea.zoom.us/j/83034853913 Meeting ID: 830 3485 3913 One tap mobile +13126266799,,83034853913# US (Chicago) +19294362866,,83034853913# US (New York) Dial by your location +1 312 626 6799 US (Chicago) +1 929 436 2866 US (New York) +1 301 715 8592 US (Washington DC) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 830 3485 3913 Find your local number: https://upcea.zoom.us/u/kBxSXub5n
Week 4: Evaluating Partnerships
Week 4: Overview
Click here to read the weekly overview
Click here to read the weekly overview
Week 4: Reading and Resources
Click to view reading and resources
Click to view reading and resources
Week 4: Resource - Project/Business Plan Proposal / CE Partnership Checklist
Open to download resource.
Open to download resource.
Week 4: Resource - UC Sales and Service Agreement (contract clause examples)
Open to download resource.
Open to download resource.
Week 4: Video 4.1
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.1 Script
Click to read
Week 4: Video 4.2
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.2 Script
Click to read
Week 4: Video 4.3
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.3 Script
Click to read
Week 4: Video 4.4
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.4 Script
Click to read
Week 4: Video 4.5
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.5 Script
Click to read
Week 4: Video 4.6
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.6 Script
Click to read
Week 4 Discussion: CE Partnerships
Week 4 Activity 1: Strategic Curriculum Partnership
Graded as Pass/Fail
Graded as Pass/Fail
Week 4 Activity 2: CE Partnership Checklist
Passing Grade: A
Passing Grade: A
Week 4 - Video Conference Meeting - Thursday 07/07/2022, 2:00 PM to 3:00 PM (Eastern)
07/07/2022 at 2:00 PM (EDT)   |  60 minutes
07/07/2022 at 2:00 PM (EDT)   |  60 minutes Join Zoom Meeting https://upcea.zoom.us/j/83034853913 Meeting ID: 830 3485 3913 One tap mobile +13126266799,,83034853913# US (Chicago) +19294362866,,83034853913# US (New York) Dial by your location +1 312 626 6799 US (Chicago) +1 929 436 2866 US (New York) +1 301 715 8592 US (Washington DC) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 830 3485 3913 Find your local number: https://upcea.zoom.us/u/kBxSXub5n