- Overview
- Speakers
What Does Modern Higher Ed Planning Actually Look Like? Webinar - presented by Workday (Lunch & Learn)
Where: Webinar/Virtual
When: Tuesday, October 27, 2026
12:00 pm-1:00 pm EST
Note: Login instructions will be sent prior to the event directly from Zoom. If you have not received login instructions by 4:00pm the day before the webinar, please check your spam folder, if you still have not received the login details please email nercomp@nercomp.org.
Workshop Organizers: LeeAnn McQueary of Workday
Registration Fee:
NERCOMP Member: Free
Non-Member: $45.00
Event Overview
From rapid growth to specialized focus, every college faces unique headwinds. Join finance leaders from 3 peer institutions for an unvarnished look at their planning evolution - real talk on implementation drivers, lessons learned, and ROI. Hear practical blueprints to streamline budgeting, align workforce strategy, and boost decision confidence across campus.
This is geared towards Finance teams (VP Finance, CFO, VP Budgets & Planning, etc), but all are welcome.
Learning Objectives:
Participants will be able to:
- Assess Your Planning Maturity: Evaluate where your institution sits on the planning spectrum and map out a practical roadmap for adopting or expanding Workday Adaptive Planning.
- Scale Beyond Core Budgeting: Identify concrete strategies to extend planning into high-impact areas like workforce positioning, tuition/enrollment forecasting, and long-range strategic modeling.
- Apply Peer-Tested Best Practices: Adapt proven implementation tactics, user adoption strategies, and change management lessons learned from your peers.
- Accelerate Executive Decision-Making: Transition your finance team from manual data aggregation to delivering real-time, interactive reporting for deans, CFOs, and board members.
Registration Cancellation Policy:
By clicking on the 'Register Now' button, you are indicating a commitment to attend and will be held responsible for the registration fee. Your fee can be refunded if you notify us of a cancellation at least 2 days prior to the event via email to nercomp@nercomp.org
Accessibility
NERCOMP strives to make its online offerings and In-person workshops accessible for all registrants. Please contact us should you have an accessibility need. We've worked to provide resources that are accessible to as many people as possible, and if you encounter any issues while attending our events, please contact us at accessibility@nercomp.org or at 860-345-2081 to request assistance.
Paul Meyers
Associate Vice President, Financial Strategy and Capital Planning, Bentley University
Paul oversees long-range financial planning, capital budgeting, and strategic resource allocation at Bentley University. He leads initiatives aligning physical campus development and capital investments with institutional financial growth.
Chris Tredici
Financial Data & Systems Analyst, Ramapo College
Chris manages financial data integrations, systems administration, and fiscal reporting toolsets within Ramapo College's Budget and Fiscal Planning team. He focuses on system configuration, enterprise financial planning, and supporting campus-wide budget processes.
Kim Collier
Director of Business Applications (Project Manager: WFP & Financial Planning), Vassar College
Kim directs core administrative technology ecosystems at Vassar College, reporting through Computing and Information Services (CIS). Serving as Project Manager across Workforce Planning (WFP) and Financial Planning implementations, she leverages her extensive background across human resources and enterprise systems (including Workday) to guide digital operations.
John McGrath
TiChief Operating Officer & Managing Partner,: Porterhouse SLED
John drives business strategy, operational scaling, and client delivery across State, Local, and Education (SLED) technology initiatives at Porterhouse SLED. He focuses on advisory services, AI execution strategies, and enterprise transformation projects designed for public sector and higher education markets.