Balancing Mission and Margin: AI-enabled Scenario Planning for Strategic Sustainability

November 9, 2026

This interactive session guides participants through an AI-powered exercise designed to strengthen conversations among chief academic officers, chief financial officers, and other university leaders. Participants will explore how enrollment, academic programs, financial realities, and mission priorities interact to shape institutional sustainability. Using a practical scenario-planning framework, leaders will examine strategic trade-offs, test possible futures, and identify pathways for mission-aligned resource allocation. The session emphasizes AI as a tool to support, not replace, human judgment. Participants will leave with an adaptable model for fostering transparent, evidence-based dialogue with boards, cabinets, faculty, and other key constituencies.

Attendees should bring a laptop or tablet with them to be able to fully participate.

Karen An-hwei Lee, Provost, Wheaton College (IL)
Bradley Fuster, Provost and Vice President for Academic Affairs, San Francisco Bay University (CA)
Zach Kinzler, Head of Academic Sales Strategies, BoodleBox
Gregor Thuswaldner, Vice President for Academic Affairs and Dean of the Faculty, LaRoche University (PA)

Interactive seminars cover important issues that currently impact independent higher education. They are designed to be practical and hands-on with clear learning outcomes. Each will include examples of replicable models for participants to use when faced with the situations covered by the seminars.

These interactive seminars are free of charge and do not require pre-registration, but they have limited capacity. Space is available on a first-come, first-served basis.