August2025
FY2026BoardMeeting Dates,Times,&Info
•Foreasyaccesstorelevantmaterials inDiligent,clickthelinksbelow–you willneedtologinusingyourDiligent credentials:
•BoardMeetingDates&Times
•TrusteeContactInfo
•CommitteeList
•BoardGuidebook
•Note:wewillbedoing updatestotheguidebook thissummerpriortotheFall meeting.
July2025AmericanAssociationofNaturopathicPhysician’sConference–UWSRepresents!
Analysis:Despiteamisson continuingheadcountof15 (drivenbyNutrition&Sport &PerformancePsychology programs’LeavesofAbsence (LOAs)&withdrawals,new enrollmentcoveredthebulk ofthemissintermsof headcount.
Overallcredithours performedmuchbetterthan budget($100K),resultingin strongoverallrevenue performance.
KeyMetrics:UWSFall2025Enrollment
Atthistime:Weare callingbudgetforFall 2025;however,itisstill earlyinthecycle.
Considerations:The NaturopathicMedicine& Chiropracticprogramsare showingsignsofdistress intheenrollmentfunnel. Weareadjustingwhere possible,leveraging Systemresourcestoassist usthroughoutthe summer.Wewillhavea clearersenseofwherewe willlandinAugust2025.
NextUpdate:Sept2025
KeyMetrics:FallEnrollmentsbyProgram
*Note:2024appsareskewedduetoSalesforceintegrationlastsummer.
Atthistime:Wearecalling budgetforFall2025atthis time;however,bySeptember 1,2025,wewilllikelybe adjustingourprojectionsas theadmissionspicturecomes intofullview.
Considerations:The NaturopathicMedicine& Chiropracticprograms continueshowingsignsof distress,drivenbyasignificant declineinCanadianapps, perceptionsofPortland,and increasingcompetitionamong similarinstitutions.Weare leveragingouronlineprograms tosupportoverallrevenue& enrollmentgoals,while pushingonourdomestic applicants,implementing “stitch-in”initiatives(seenext slide).
NextUpdate:Sept2025
WhatDoesa“Stitch-In”InitiativeMean?
•Thephraserefersto“stitchingin”studentswhohaveappliedand beenacceptedintotheprogram.Initiativesthissummerinclude:
•KeyfacultyoutreachfromDrs.Kaeser,Brown,andLady
•Texts&phonecallsfromthepresident
•Pre-Startmeet-and-greetsandorientations
•Welcomemailings(inclusiveofswagbags,etc.)
KeyMetrics: Financials
•FY2025
•FiscalyearcompletedasofMay31,2025 (BeginsJune1throughMay31).
•Finalbudgetupdatesonannualperformance providedinJuly&August.
•YTDFinancialsasofMay31,2025,are providedonthesubsequentpage(s).
•FY2026
•JuneYTDfinancialsshouldbereadybythe September2025BoardBriefing.
•Julyandsubsequentmonthswillbereported eachmonththereafter.
KeyMetrics:FinancialPerformance–BalanceSheet
•Cash&Investments-$10.4Mdecreaseincashfromprioryear drivenbyashiftfromcashtoinvestments,anda$10.3M increaseininvestments.
•Cashandinvestmentscollectivelydecreasedapprox. $200K
•NetProperty&Equipmentdecreasedduetodepreciation.
•LTLeaseassets&Liabilitiesdecreasedduetopaymentsmade onthefacilitylease.
•NetAssetsdecreased$300K
KeyMetrics:FinancialPerformance–YTDasof5/31/25
•Revenueunfavorable tobudgetby$.2Mdue toincreasein scholarships
•Expendituresfavorable tobudgetby$.7Mdue toexpense managementprimarily ininstitutionalsupport •Deficitof$1Mis favorabletobudgetby $.5M
StrategicPlanning:NextSteps
•PlanDraftinginProcess
•Wehavestartedfinalizingtheinitialdraftofthe spokes/keystrategicinitiativesandobjectives.
•Ournextstepsinclude:
•Individualandsmallgroupdiscussionswithtrustees
•Cabinetsessiontofinalizedraft
•ReleasedrafttocommunityendofAugustforfinal feedback
•PresenttoBoardforreview&approvalthisFall
•Thenominationprocessis nowopenandcanbe accessedhere: https://forms.office.com/r/q fhZKCAkSS
•Injustoneweek,wehave receivednearly30 nominations!
OrganizationalUpdates
•FirstFridays,CommunityMeetings&SocialsBegininJuly/August
•Webegananewchapterofongoingengagementwithfaculty&staffviathreeinitiatives:
•FirstFridays:A15-minute+videofrommeupdatingthecommunityonkey initiatives.ThesehavereceivedsignificantviewsacrosstheUWSfaculty&staff community.
•CommunityMeetings:WehostedourfirstregularcommunitymeetingonJuly8 updatingfaculty&staffonvariousnews/updatesacrosstheuniversity.
•CommunitySocials:BeginninginSeptember,wewillbehostingourfirstofseveral communitysocialsbothonandoffcampustobuildupourteams.
•Departures:Full-TimeStaff
•Nonethismonth.
•OrganizationalChart
•AnupdatedorganizationalchartwillbeprovidedintheSeptember2025BoardBriefing asweareupdatingallsectionstoensureaccuracyandalignment.Thankyou!
DidYou Know? UWSisnow atFCA…
Forthefirsttimeinyears,UWSwillhavearecruitingboothatthe FloridaChiropracticAssociation,staffedbyDr.PatrickHelma.
Thisisoneoftheworld’slargestChiropracticconferences.Our attendanceateventslikeFCAareopportunitiesforustoleanin onenrollment&brandawareness,lettingthecommunityknow UWSisheretoplayandtostay!
HappyRemainingSummer
