What Is PFM Future Perfect PFM Future Perfect is a by mrsnoble


									What Is PFM Future Perfect?
PFM Future Perfect is a comprehensive, fully-
integrated, and totally customized strategic/financial
planning tool that unites all
campus planning                                                                             Public Financial Management
                            Capital                          Master
activities into a          Campaign
                                                            Planning               has long recognized the unique financing needs of
                                                                                   higher education institutions. To meet these needs,
single institutional
                                                                               PFM staffs a higher education practice with professionals
point of view
                                                                                dedicated to the sector. Our experience ranges across
to analyze          Management                                                 virtually every type of financing, legal and credit structure
the strategic                                                                               for both public and private institutions.

ramifications of

operating and
                            Projects                      Endowment
                                                                                     PFM consistently ranks as the leading
                                                                                financial advisor to higher education institutions.
capital initiatives.                   Management

                                                                                                For more information contact
                                                                                         Brett Matteo             Mario Mestichelli
                                                                                         215.557.1491               215.557.1460
                                                                                       matteob@pfm.com         mestichellim@pfm.com
Thinking Partner                                                                                                                                                    Comprehensive, Integrated, Customized
PFM Future Perfect is tailored to behave                                                 Two Logan Square • Suite 1600 • 18th & Arch Streets                             Strategic Financial Planning
                                                                                                          Philadelphia, PA 19103
as an intuitive extension of the
                                                                                                    215 567-6100 • 215 567-4180 fax
way your institution thinks                    Direction                                                      www.pfm.com
about itself, both strategically                 Strategy
and financially. It provides
stakeholders the ability                       Possible
to consider institutional                       Future
aspirations within the
practical framework of                       Constraints
                                                    Financial                    Albany • Ann Arbor • Arlington • Atlanta • Austin • Boston • Charlotte • Chicago
resource constraints.                                Human                      Cleveland • Des Moines • Fargo • Fort Myers • Frisco • Harrisburg • Long Island
                                                     Space                     Los Angeles • Malvern • Memphis • Miami • Milwaukee • Minneapolis • New York
                                                                              Newport Beach • Oakland • Orlando • Philadelphia • Phoenix • Pittsburgh • Princeton
                                                                                             San Francisco • Seattle • St. Louis • Washington D.C.
Comprehensive and Fully Integrated                                      Customized                                                              Real Time Results/Easy to Use
PFM Future Perfect establishes relationships among literally hundreds   Starting with our copyrighted base architecture, the underlying         PFM Future Perfect provides rigorous analysis and immediate
of interdependent operating and financial variables, including:         structure and logic are tailored to simulate exactly how you think      feedback on the short- and long-term impact of strategic choices.
  • Enrollment                       • Fund Raising                     about your institution.                                                    • Graphical Interface permits fast changes for many variables
  • Student Retention                • Endowment Performance              • Formulae are customized                                                  related to ongoing and systemic change (e.g., projected changes
                                                                          • Appropriate degrees of precision and granularity                         in enrollment, operating expenses, or staff)
  • Financial Aid                    • Capital Projects
                                                                            are established                                                        • Planning Interface allows easy consideration of one-time/
  • Employees                        • Debt
                                                                          • Graphical interface is designed to drive your preferred                  multi-variable projects and initiatives (e.g., dormitory project,
  • Salaries and Benefits            • Facilities
                                                                            set of variables                                                         gift campaign, or debt issuance)
  • Non-Personnel Expenses           • Deferred Maintenance
                                                                                                                                                Stakeholders may thereby engage in quantitatively-supported
                                                                                                                                                discussions, brainstorming sessions, and consensus-building exercises,
                                                                                                                                                with the ultimate goals of making more informed decisions and
                                                                                                                                                communicating more effectively.

                                                                        Output is also customized.
                                                                          • Financial and budgetary statements look like those of
                                                                            your institution
                                                                          • Graphical output is designed to reflect institutional preferences
                                                                          • Financial ratios and other metrics are shown versus industry
                                                                            benchmarks (credit ratios, peer medians, in-house benchmarks)       PFM Future Perfect is a Microsoft Excel based model requiring
                                                                                                                                                little lead time to begin using:
                                                                                                                                                   • Resides on your desktop
PFM Future Perfect projects the results of scenario analysis across a                                                                              • Any number of users permitted
ten-year planning horizon using your integrated financial statements                                                                               • No interaction from institution’s Information Technology
and other metrics.                                                                                                                                   department needed
  • Statement of Financial Position (Balance Sheet)                                                                                             Your staff is fully-trained to:
  • Statement of Activities (Income Statement)                                                                                                    • Operate the model
  • Statement of Cash Flows                                                                                                                        • Customize the model
  • Budget Statement                                                                                                                               • Manage model use
  • Financial Ratios and Other Metrics                                                                                                             • Present the model

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