Board Briefing President’s Update to the UWS Board of Trustees
September 2025
FY 2026 Board Meeting Dates/Times & Info
Community Meetings/Socials
Key Metrics: Enrollment & Financials
On the Road
New Concierge Service
Strategic Planning Update
Organizational Updates
Did You Know?
FY 2026 Board Meeting Dates, Times, & Info
• 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
• Note: we will be doing updates to the guidebook this summer prior to the Fall meeting.
Community Meetings & Socials
Building Our Team
Thank
you!
• Our first Pizza & Conversation with students & clinic faculty-staff followed by our community social was a true success. We’re grateful for all who participated. Stay tuned for more opportunities in the near future.
• Special thanks to Cindy Leger, Andrea Tinnon, Seth Brimhall, Kerry Graves, and all the attendees who made these events a success!
Enrollment by the Numbers
Key Metrics: UWS Fall 2025 Enrollment
Fall 2025: Budget v Projected New, Continuing & Total Enrollment –Unduplicated Enrollment
At this time: We are calling slightly under budget for Fall 2025; however, there is still room for growth. The app submission deadline is Sept. 15 and deposit deadline is Sept. 19.
Considerations: The Naturopathic Medicine & Chiropractic programs are showing signs of distress in the enrollment funnel and are likely to be under budget for fall.
Key Metrics: Fall Enrollments by Program
At this time: We are calling slightly under budget for Fall 2025 at this time; however, the application deadline is Sept. 15, projections could be updated at that time.
Considerations: The Naturopathic Medicine & Chiropractic programs continue showing signs of distress, driven by a significant decline in Canadian apps, perceptions of Portland, and increasing competition among similar institutions. We are leveraging our online programs to support overall revenue & enrollment goals, while pushing on our domestic applicants, implementing “stitch-in” initiatives (see next slide).
Recruitment & Outreach
Efforts
Targeted outreach
State Associations (OT)
Clinics (DC, NMD)
Health Sciences/Pre-Health Advisors
Recruiting Events
DC conferences (Florida, BCCA, etc.)
Alumni Engagement
McNair Scholars
Health Graduate School Fairs
Presentations/Information Sessions
Revamp of UWS collateral One pagers Viewbook Exhibit banners
Re-imagining the Spring Preview Day
On the Road…
Out in the Community & at Home
Vancouver BC Alumni & Community Docs, Alumni Connections, and FCA “The National”
July & August 2025
New Concierge Service
Essentials Info…
• Welcome, Connect, Friendly Face, Triage
• First Point of Contact for Students – New & Continuing
• On-Campus & Virtual Financial Aid & Student Billing
Key Metrics: Financials
• FY 2026
• July is available in the subsequent slides. Additional details provided by CFO Gantz, myself, and Lisa Bassett at the upcoming Finance and regular Board meetings.
• 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.
• Bear in mind, we’re still very early in the year.
Key Metrics: Financial Performance: Balance Sheet as of July 2025
University of Western States
Total Liabilities decreased $3.6M (-9.2%), driven by reductions in both current and noncurrent liabilities; decreased due to payment made on the facilities lease
The asset base shrank modestly, mainly from depreciation impacts, while liabilities dropped significantly, strengthening the balance sheet. Net assets held steady overall, with notable growth in restricted categories offset by a small decline in unrestricted funds.
Key Metrics: Financial Performance
As of July 30, 2025
Strategic Planning: Final Stretch
• Plan Drafting in Process
• The penultimate draft and a survey seeking final feedback sent to trustees, faculty & staff last Friday.
• Our next steps include:
• Reviewing feedback
• Reporting on any additional feedback to Board and stakeholder groups
• Adjust plan as appropriate
• Present to Board for review & approval in September/October
Organizational Updates
• Departures: Full-Time Staff
• Haley Sullivan, Assistant Registrar – Registrar
• Maria Luviano Ochoa, Outreach Coordinator – Admissions
• An updated organizational chart will be provided for the upcoming Board meetings and in the October 2025 Board
Briefing as we are updating all sections to ensure accuracy and alignment. Thank you!
Did You Know? The Marsh School…
Doctors John E. and Eva Marsh are credited with being the first to establish a chiropractic school in Portland, Ore., known as the Marsh School and Cure. The two had emigrated from Nova Scotia to enroll in a chiropractic program at Brainard College in Minnesota, (also known as Dr. Lynch’s School of the Brainard College) from which they graduated in 1904. According to one historical account, the Brainard School in Minnesota was started by a well-to-do engineer, who was the brother-in-law of Dr. Eva Marsh. That same year, the Marshes moved to Portland, where they opened their chiropractic school at SW 5th and Hall Street. In 1907, the Marshes changed the school’s name to Pacific College of Chiropractic and relocated to the Fliedner Building at SW 10th and Washington Street.
Happy Remaining Summer
From Heidi, Kim, and Me – Wishing You a Splendid September
