Future-proofing university finances

Thursday, October 3, 2019 | Martinique Hotel, New York City, US

What is the THE  Financial Sustainability Forum?

Join this important event, organized by Times Higher Education  in partnership with HSBC Bank, where US university finance teams will meet with finance industry experts to discuss the key challenges facing higher education institutions in the coming decade. Attendees will have access to new insight to the sector, institutional finance data analysis, and workshops detailing how smart financial planning and robust risk management can support institutional sustainability and stability.

Click here to see the full agenda


Reasons to attend

Hear exclusive new institutional finance data analysis from THE, comparing university finances across international borders using a unique new single financial classification system. This analysis will include comparative data from hundreds of university balance sheets, across markets including the US, Canada, UK, Australia, Hong Kong and Singapore, examining areas such as tuition fee income, staff costs and investment income.

The future of higher education: what is keeping university finance chiefs awake at night?”,  a session led by THE ’s North America editor Paul Basken and a group of higher education experts, will discuss the most pressing issues confronting higher education in the region. This panel will examine topics such as changes to the international student market, the declining US high school population, and disruptive new models of higher education.

HSBC Bank and its partners The Yuba Group and Grant Thornton will deliver expert workshops to inform financial chiefs and their teams about a number of key topics to aid financial decision making. Subjects covered will include a guide to best practices in cash management  and global payments; a discussion of environmental, social and governance sustainability; a workshop on how to optimize an institutional debt structure; and a discussion of enterprise risk management.


Joanne DeStefano
Executive vice-president and chief financial officer
Cornell University
Martin Dorph
Executive vice-president
New York University
Matthew Lerner
Director of higher education and not-for-profit advisory services practice
Grant Thornton
Jim Matteo
Vice-president of finance and treasury
Princeton University
Tessie Petion
Head of ESG research (Americas)

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