Board Briefing President’s Update to the UWS Board of Trustees
November 2025
FY 2026 Board Meeting Dates/Times & Info – Note:
Important Update for Spring 2026 Annual Meeting
Upcoming Events: Building & Connecting Our Community
Key Metrics: Enrollment
Key Metrics: Financials
Strategic Planning Update
Organizational Updates
Did You Know?
• Important Update: We are working with the System on moving back our Board’s Annual meeting to coincide with the System Annual meeting & conference in Vancouver, B.C. Additional details forthcoming in December. Kindly stay tuned for further communications from my office as well as Corporate Secretary, Shari Mikos’s office in the coming days.
• Please hold May 13-16, 2026.
• For easy access to relevant materials in Diligent, click the links below – you will need to login using your Diligent credentials:
• Board Meeting Dates & Times
• Trustee Contact Info
• Committee List
• Board Guidebook
• New Updates to the Guidebook coming in January 2026.
November 2025
• November 11, All Day: University closed in observance of Veterans Day
• November 12, 12:30 PM: Heraya Health (Sponsor) Scholarship Luncheon – Thank you celebration honoring Heraya’s support of students
• November 13, 12:00 PM: International Student Appreciation Reception
• November 19, 12:00 PM: Employee Thanksgiving Potluck Reception
• November 26-27: University closed in observance of Thanksgiving holiday
2025
• December 4: Community Cookie Decorating
• December 5-7: Summer in December, Maui, HI, including members of the President’s Office, administrative leaders, faculty, alumni, and trustees
• December 16: Rocky Butte Farmers Market – Meeting to discuss partnership opportunities
• December 19: End of Fall academic term
Fall 2025
• As discussed at our October 1, 2025, Board meeting in Executive Session, enrollment for Fall 2025 was expected to see declines both in terms of expected enrollments and an overall impact on revenue (see also financials).
• The Office of the President, Provost & Academic Affairs, Admissions, and Student Life teams charted a path to open admissions for existing academic degree & certificate programs that typically do not enroll in the Winter.
• Enrollment details are provided on subsequent slides as follows:
• Winter 2026
• Continuing & New - Budget & Current Actuals & Projections.
• New Enrollment Only – Program-Level Detail – Funnel Data: We have updated internal reporting, providing a copy to the Board for your review. Please reach out to me with questions you may have related to the provided information.
• Fall 2025
• New & Continuing - Final Actuals. Worth noting that retention of continuing students balanced the miss in new student enrollments. A major shout-out to our Student Life team for their efforts along with the admissions team who performed exceptionally well given the myriad challenges.
Note Enrollment Continues through January 4, 2026. January 5, 2026 – First Day of Classes
Final census is scheduled for the Week of January 19, 2026
Note: Admissions continues through December 2025.
January 5, 2026 – First Day of Classes | Final census is scheduled for the Week of January 19, 2026 Additional degree and certificate programs: In addition to standard programs being offered Winter 2026, the following are also now open for enrollment:
Note: OT has been adjusted up from 10 to 20 given current traction in funnel signaling increased applicant interest.
Doctor Chiropractic
Doctor Clin Nutrition
Doctor
EdD
EdD
Grad
Targeted outreach
State Associations (OT)
Clinics (DC, NMD)
Health Sciences/Pre-Health Advisors
Email Lists including Alumni & Profession Listservs
Recruiting Events
DC conferences (Florida, BCCA, etc.)
Alumni Engagement
McNair Scholars
Health Graduate School Fairs
Presentations/Information Sessions
• FY 2026
• September YTD is available in the subsequent slides.
• Good performance for summer new enrollment also driven by credit hours helped us perform better than budget on revenue.
• Overall expense management thus far is also contributing to budget favorability at this point.
• We have also completed reforecast to adjust for the miss in new Fall 2025 enrollment.
• The following slides provide our YTD income statement, balance sheet, and overview of efforts during our budget reforecasting process.
• Revenue is for September 2025 is favorable to budget by $117K due to higher tuition and fee revenue as well as fewer scholarships.
• Expenditures are favorable to budget by $383K driven by lower compensation Office Expenses and other outside services
• Deficit of $1M is favorable to budget by $.5M. We anticipate headwinds due to new enrollment miss in October 2025.
• Cash & Investments - $3.6M decrease in cash driven by a shift in cash to investments and $6.1M increase in investments from prior year.
o Cash and investments collectively increase approx. $2.5M
• Net property and Equipment decreased due to depreciation
• Long Term Lease Assets and Liabilities decreases due to payments made on building lease
• Net Assets decreased by $384K
of September 30,2025
• Due to New Enrollment Miss in October 2025:
• Reforecast sought to recover approximately $550K in an effort to achieve a balanced budget. As of this writing, the current budget reforecast reflects the following:
• Revenues: breakeven revenue in line with budget, incorporating additional programs not typically offered in Winter quarters and increasing OT budget by 10+.
• Expenses: Adjustments being made to include a range of expense adjustments, including but not limited to hiring holds as of 10/31/25; reduced travel budgets; organizational realignments. Direct student and instructional services have not been affected at this time.
• Surplus/Deficit: Assuming enrollment for Winter & Spring 2026 and expense adjustments materialize accordingly, we anticipate achieving breakeven budget.
• Our next steps include:
• Ongoing monitoring of revenues & expenses
• Further adjustments to Spring enrollment & expenses
• Review of potential program offerings, including innovative approaches (such as hybrid & new site locations for our existing on-campus offerings.
• Tactics & Measures
• Members of the President’s Leadership Cabinet are currently building out tactics and measures for each of the objectives outlined to the Board in October.
• Alignment
• System Alignment: Following the building out of the abovementioned items, we will work to ensure alignment with our System’s Strategic Actions Agenda.
• University Goals Alignment: Following System alignment, we will then focus on building a crosswalk with our University Annual Goals.
• Official Roll-Out begins in January 2026
• Congratulations to Dr. Lorraine Ginter who is retiring after 34 years of dedicated service in College of Chiropractic. We will be honoring Dr. Ginter’s service in January 2026. Details in December.
• Departures/Arrivals & Organizational Chart: As we update our internal documentation & processes, we will report on arrivals & departures along with a fully updated organizational chart in the December 2025 Board Briefing.
Long-time supporter & generous sponsor of UWS, The CHP Group rebranded this past summer, changing to Heraya Health. Heraya Health is…
• the market leader and partner of choice for evidence-based integrative healthcare solutions.
• founded in 1989, Heraya leads the market in creating customized integrative healthcare solutions for health plans and employers.
Kim and I wish each of you a glorious autumn season & Thanksgiving Holiday for those who celebrate!
