Leaders in Online and Professional Continuing Education

PCO 202 Forecasting, Budgeting, and Managing Money in an Environment of Uncertainty and Risk

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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.

This four week course will consist of weekly live virtual classroom meetings hosted in Zoom.  Please be sure you are able to join a Zoom meeting prior to these events. Live classroom attendance is strongly encouraged but not mandatory. The schedule for these events will be posted in the course overview tab. If you are unable to attend live classroom meetings, recordings of those events will be posted in the course shortly after the meeting. 

Welcome to the Quick Start Guide

This guide is highly recommended if this is your first professional development course with UPCEA. Some tips are provided for navigating the course as well as information about how to obtain technical support. 

Tips for Navigating this Course

  • Content pages need to be acknowledged. Once you have read, viewed, or otherwise completed the content, look for the button at the end to acknowledge you have completed the item. Sometimes, this step is required in order to advance to future items in the course.
  • Future items may be hidden from view. For example, content for the coming week may not be visible until the course facilitator releases it to the class.
  • Some items have prerequisites and do not become available until after you have completed the item it depends upon. Prerequisite items have a grey overlay (making them look translucent) with a lock next to them. When you click on the item, its acknowledgement button will note what item it depends on (see image below for an example).
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Tips for Working with Discussions

  • Discussions will open in a pop-up window when you click Enter the Discussion. Instructions will be posted on the discussion forum that loads in the pop-up window. 
  • Important! You cannot edit or delete your discussion posts. It is recommended you draft your post in another document editing app first, like MS Word or Google Docs, then post your final draft to the board. 
  • To create a new top level post, enter your post in to the text field editor box at the top of the discussion pop-up window.
  • Replying to a post by clicking reply under an existing post will add your post to the discussion thread. Threaded discussion posts appear indented under the parent post. 
  • Posts are listed in chronological order with the oldest post appearing at the top. 

Tips for Viewing Videos

  • Some videos may be arranged in a playlist. A playlist will automatically play all videos in the series in order.
  • The playlist will automatically play through all videos after you start the first video.
  • You can view all videos in the playlist by clicking on the playlist icon (see image below where the icon is in a blue circle). You can skip to any video in the playlist by clicking on it.
    image

For the Best Experience

  • Use either the FireFox or Google Chrome browser app for the best experience. The course has been tested to work well with these two browsers. 

Technical Support

  • Email: pd@upcea.edu
  • Hours of Operation: 8:00 am to 4:30 pm EST. Expect a response within 1 business day.

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.


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
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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
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 - Standard Course Budget (spreadsheet)
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 Conference Meeting - Wednesday 10/07/2020, 4:00 PM to 5:00 PM (Eastern)
10/07/2020 at 4:00 PM (EDT)  |  Recorded On: 10/09/2020
10/07/2020 at 4:00 PM (EDT)  |  Recorded On: 10/09/2020 Join the class for a live video-conferencing session. Participants are advised to access the session 5 to 10 minutes prior to the start time to ensure their technology is configured and working properly. Join Zoom Meeting https://upcea.zoom.us/j/96664105337 Meeting ID: 966 6410 5337 One tap mobile +13126266799,,96664105337# US (Chicago) +19294362866,,96664105337# 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 (Germantown) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 966 6410 5337 Find your local number: https://upcea.zoom.us/u/aeEZ6Eh45h
Week 1: Video 1.1
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Select the "View On-Demand Recording" button to begin.
Week 1: Video 1.1 Script
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Week 1: Video 1.2
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Select the "View On-Demand Recording" button to begin.
Week 1: Video 1.2 Script
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Week 1: Video 1.3
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Week 1: Video 1.3 Script
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Week 1 Discussion: Reflecting on Your Organization
Make 1 discussion post to continue.
Make 1 discussion post to continue.
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 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 Frecasting
Open to download resource.
Open to download resource.
Week 2 - Video Conference Meeting - Wednesday 10/14/2020, 4:00 PM to 5:00 PM (Eastern)
10/14/2020 at 4:00 PM (EDT)  |  Recorded On: 10/16/2020
10/14/2020 at 4:00 PM (EDT)  |  Recorded On: 10/16/2020 Join the class for a live video-conferencing session. Participants are advised to access the session 5 to 10 minutes prior to the start time to ensure their technology is configured and working properly. Join Zoom Meeting https://upcea.zoom.us/j/96664105337 Meeting ID: 966 6410 5337 One tap mobile +13126266799,,96664105337# US (Chicago) +19294362866,,96664105337# 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 (Germantown) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 966 6410 5337 Find your local number: https://upcea.zoom.us/u/aeEZ6Eh45h
Week 2: Video 2.1
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Select the "View On-Demand Recording" button to begin.
Week 2: Video 2.1 Script
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Week 2: Video 2.2
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Week 2: Video 2.2 Script
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Week 2: Video 2.3
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Week 2: Video 2.3 Script
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Week 2: Video 2.4
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Week 2: Video 2.4 Script
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Week 2: Video 2.5
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Week 2: Video 2.5 Script
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Week 2 Discussion: Signals and Drivers in Continuing Education
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Make 1 discussion post to continue.
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 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 Conference Meeting - Wednesday 10/21/2020, 4:00 PM to 5:00 PM (Eastern)
10/21/2020 at 4:00 PM (EDT)  |  Recorded On: 10/23/2020
10/21/2020 at 4:00 PM (EDT)  |  Recorded On: 10/23/2020 Join the class for a live video-conferencing session. Participants are advised to access the session 5 to 10 minutes prior to the start time to ensure their technology is configured and working properly. Join Zoom Meeting https://upcea.zoom.us/j/96664105337 Meeting ID: 966 6410 5337 One tap mobile +13126266799,,96664105337# US (Chicago) +19294362866,,96664105337# 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 (Germantown) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 966 6410 5337 Find your local number: https://upcea.zoom.us/u/aeEZ6Eh45h
Week 3: Video 3.1
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Select the "View On-Demand Recording" button to begin.
Week 3: Video 3.1 Script
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Week 3: Video 3.2
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Week 3: Video 3.2 Script
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Week 3: Video 3.3
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Week 3: Video 3.3 Script
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Week 3: Video 3.4
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Week 3: Video 3.4 Script
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Week 3 Discussion: Reflections on the Project Plan
Make 1 discussion post to continue.
Make 1 discussion post to continue.
Week 3 Activity: Real Life Project
Graded as Pass/Fail
Graded as Pass/Fail
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 Conference Meeting - Wednesday 10/28/2020, 4:00 PM to 5:00 PM (Eastern)
10/28/2020 at 4:00 PM (EDT)  |  Recorded On: 10/30/2020
10/28/2020 at 4:00 PM (EDT)  |  Recorded On: 10/30/2020 Join the class for a live video-conferencing session. Participants are advised to access the session 5 to 10 minutes prior to the start time to ensure their technology is configured and working properly. Join Zoom Meeting https://upcea.zoom.us/j/96664105337 Meeting ID: 966 6410 5337 One tap mobile +13126266799,,96664105337# US (Chicago) +19294362866,,96664105337# 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 (Germantown) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 966 6410 5337 Find your local number: https://upcea.zoom.us/u/aeEZ6Eh45h
Week 4: Video 4.1
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Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.1 Script
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Week 4: Video 4.2
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Week 4: Video 4.2 Script
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Week 4: Video 4.3
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Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.3 Script
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Week 4: Video 4.4
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Week 4: Video 4.4 Script
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Week 4: Video 4.5
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Select the "View On-Demand Recording" button to begin.
Week 4: Video 4.5 Script
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Week 4: Video 4.6
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Week 4: Video 4.6 Script
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Week 4 Discussion: CE Partnerships
Make 1 discussion post to continue.
Make 1 discussion post to continue.
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
Wrap Up - Video Conference Meeting - Wednesday 11/04/2020, 4:00 PM to 5:00 PM (Eastern)
11/04/2020 at 4:00 PM (EST)  |  Recorded On: 11/06/2020
11/04/2020 at 4:00 PM (EST)  |  Recorded On: 11/06/2020 Join the class for a live video-conferencing session. Participants are advised to access the session 5 to 10 minutes prior to the start time to ensure their technology is configured and working properly. Join Zoom Meeting https://upcea.zoom.us/j/96664105337 Meeting ID: 966 6410 5337 One tap mobile +13126266799,,96664105337# US (Chicago) +19294362866,,96664105337# 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 (Germantown) +1 346 248 7799 US (Houston) +1 669 900 6833 US (San Jose) +1 253 215 8782 US (Tacoma) Meeting ID: 966 6410 5337 Find your local number: https://upcea.zoom.us/u/aeEZ6Eh45h
Post-Course Evaluation
Post-course evaluation for PCO 202 Forecasting, Budgeting, and Managing Money in an Environment of Uncertainty and Risk