AIR/SAIR IPEDS Finance Training for IR Professionals (In-Person Workshop)

October 04-04, 2022
AIR/SAIR IPEDS Finance Training for IR Professionals (In-Person Workshop)'s Image

October 4, 1–4:30 p.m. Central Time (CT)

The Association for Institutional Research (AIR) and the Southern Association for Institutional Research (SAIR) are co-hosting an IPEDS Workshop for IPEDS data providers and users. Funding for this workshop is provided by the National Center for Education Statistics (NCES).

Workshop Content

This workshop is designed for IR professionals who have no training in finance or accounting, and focuses on a general understanding of higher education finance with an overview of where, how, and why IPEDS Finance data are used. Topics include an introduction to higher education finance; Governmental Accounting Standards Board (GASB) vs. Financial Accounting Standards Board (FASB); key accounting concepts; a review of general purpose financial statements and how they relate to the IPEDS Finance survey; and reporting comparison challenges. Exercises provide participants with experience completing the IPEDS Finance survey and benchmarking with commonly used finance variables. 

Learning Outcomes
  • Demonstrate a general understanding of Higher Education Finance  
  • Understand the differences between GASB and FASB  
  • Overview of key accounting concepts  
  • Overview of General Purpose Financial Statements  
  • Introduction to the IPEDS Finance Survey  
  • Identify most common errors in the IPEDS Finance survey 
  • Identify where the IPEDS Finance data show up and how the data are used  
  • Reporting comparison challenges with the IPEDS Finance Data 
  • Location: Hotel Monteleone, 214 Royal Street, New Orleans, LA
  • Includes workshop materials
  • No tuition charge to participants

The workshops are limited to 45 participants. Workshop seats are allocated on a first-come, first-served basis. Seat confirmations are delivered via email on a rolling basis approximately 3 business days after an online seat registration is submitted. Workshop registration components: 

  • Contact and employment information
    • IPEDS Experience
    • Brief description of how the specific curriculum offered at the workshop will benefit you
    • Supervisor's Contact Information (for Workshop attendance acknowledgement communication)
    • Agreement to:
      • Bring a MAC or PC laptop with wireless capability and Microsoft Excel
      • Arrange and pay for travel and hotel as needed
      • Attend the entire workshop and complete the workshop evaluation
      • Notify AIR immediately if unable to attend the workshop

If you have any special needs addressed by the American with Disabilities Act, please contact the IPEDS Workshop Team at 850-385-4155 x2 or e-mail ipedsworkshops@airweb.org.

Date(s): October 04-04, 2022
Instructor/Presenter: Carrie Mata, Sandra Kinney