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Faculty: Jeff Rayis and Al Rodack

CFO - Indiana Wesleyan University

Associate Director - Treasury Institute for Higher Education

Course Description:

Many institutions manage financial assets without regard to the liability side of the balance sheet. This class focuses on the importance of managing both sides of the balance sheet in tandem to create opportunities and efficiencies in financial performance. Topics include the importance of asset/liability management, cash flow forecasting, aligning investments with debt, internal bank creation & management, and long-term financial planning.

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Course Materials

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