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Fy 11 fitch powerpoint sandbox 3 28-2011

Fy 11 fitch powerpoint sandbox 3 28-2011






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  • Mission
  • Vision
  • Core Values
  • Potential Note:Board includes representation from Fortune 50 to Civic and Senior governmental representation.Slide 6: I think we should focus on companies with Webster trustees currently employed rather than retired.  So, please delete McCarthy, Commerce, and U. S. Army Medical.  Substitute in Edward Jones, Vandiver Group, and Price Waterhouse Coopers.Done
  • Webster UniversityRating Review RequirementsManagement teamo What are the university’s permanent plans for the VP Finance and Administrationpost?o Are there any other pending or expected vacancies in the senior managementteam?o Have there been any significant changes at the trustee level, particularly theofficers or members of the finance committee?
  • We now have 14 international locations.
  • Webster UniversityRating Review RequirementsStudent Enrollment/Demando Please provide a comprehensive list of the competitors for the traditional campusin Missouri. If available, provide a fee comparison and any statistics regardingWebster’s enrollment capture for cross applicants.Karen/Dan will provide cross app report and US New Tuition Report during tour.
  • Webster UniversityRating Review RequirementsCapital Improvement Plan/Projecto How was the purchase of land and buildings from Eden Theological Seminaryfunded? Current operations o Has the purchase been finalized? YesPotential Talk Pointo New Provost Position reflects a greater commitment to an integrated mission driven and customer focused organizational structure.
  • Webster UniversityRating Review RequirementsCapital Improvement Plan/Projecto Authorizing resolution: is there a formal or informal expiration date after which theboardof bond financing committee would need to renew its approval? NoWhat is the NPV savings target that would trigger a refinancing of the series 2001 and2005 bonds? We are currently looking at our 2001 and 2005 series bonds for additional designations related to early call on bond principle. We are projecting a $5,765,000 call of bond principle will generate $462K in debt service savings from FY12 to FY14.o Provide an update on the construction of the academic building in progress. If a written progress report from the contractor is available, please provide. (Fitch will receive copy of the Paric March Project Report during the Tour) Discuss any cost overages or schedule set-backs that have occurred thus far. What is the project’s GMP? ($22.7M) Any contingency reserves? ($632K) Fundraising/Developmento Please provide an updated break out of cash vs. pledges received as part of theongoing capital campaign. Feb # $33M – Cash, $15M pledges for a total of $48M against a campaign target of $55M. Webster Works in the Classroom, Webster Works for the Future & Webster Works for TodayWhen did the campaign go public? Sept, 2010o Has the university noticed any significant decline in fundraising due to the overalleconomic conditions? Yes, foundation and corporate giving has slowed. However, overall Alumni dollars and percent of Alumni donors has increased. o Have pledges been impacted? A donor has asked for an extended timeframe. Overall, we have seen little or no impact.
  • Webster UniversityRating Review RequirementsSupplementary Materials Requested (if available):• A copy of the current campus improvement plan.FY12 to FY14 maintenance and project plan provided during tour.• Occupancy statistics for the residence halls and apartment buildings owned by the university.Provide during tourBoth domestic and international housing provided during the tour.
  • Debto If the series 2011 bonds were to include VRDBs, does the university plan tosecure an irrevocable, direct-pay letter of credit or provide self-liquidity?The 2011 bonds will not include VRDB. (VRDBs - Variable Rate Demand Bonds)o Does the university maintain any debt or derivatives policies? If so, pleaseprovide copiesNo
  • Webster UniversityRating Review RequirementsFinancial Performanceo Provide the most recent investment report, including endowment funds, anyformal investment or spending policies approved by the board and the targetasset allocations for investments.Provided during tour.o Have there been any changes to asset allocation targets in recent years? NoAre there plans to further increase exposure to alternative asset classes? No

Fy 11 fitch powerpoint sandbox 3 28-2011 Fy 11 fitch powerpoint sandbox 3 28-2011 Presentation Transcript

  • Fitch Rating VisitWebster University
    March 29, 2011
  • Vision, Mission, Leadership, Network, Momentum & Performance
  • Webster University, a worldwide institution, ensures high-quality
    learning experiences
    that transform students for global citizenship and individual excellence.
  • Our vision is to be a premier U.S. based international university setting a distinct standard for global education.
  • Students | Learning | Diversity
    Global Citizenship
  • A Sample of the Institutions & Corporations Represented on the Board of Trustees
  • President
    Elizabeth (Beth) Stroble, Ph.D.
    Provost & Senior Vice President
    Julian Schuster, Ph.D.
    Neil George, Ph.D.
    Vice Presidents and Chief Officers
    VP & CFO - Greg Gunderson, Ph.D.
    VP Enrollment Management & Student Affairs Paul Carney, PhD.
    VP & CIO - Lawrence Haffner
    VP & Executive Assistant to the President Karen Luebbert, Ph.D.
    VP Development & Alumni Program - Faith Maddy
    AVP & CHRO - Betsy Schmutz
    AVP & CCO -Search Underway
    Management Team
  • Metro and Military LocationsRed=Military Blue=Metro*Locations may include multiple sites
  • Graduate and Undergraduate Headcount
    Fall 2010
  • Webster University Momentum
    Webster University Names
    Business School in Honor of
    Ambassador George Herbert Walker III
    Moody’s 2009 Upgrade from Baa1 to A3
    David Clewell is named
    Missouri's Poet Laureate
    11/2009 1/2010 4/2010
  • Webster University Momentum
    Webster University and
    Eden Theological Seminary
    Close on Collaboration
    Agreement, Transfer
    Real Estate and
    Consolidate Libraries
    New Provost and Senior Vice President Position Reflects New Organizational Structure
    Leiden Programs in Psychology and Sociology Accredited by the Dutch-Flemish Accreditation Organization
    5/2010 6/2010 7/2010
  • Webster University Momentum
    Ocala Campus Relocation
    Webster University Announces $55 Million Campaign
    Webster University Breaks Ground for the Academic Building home of the
    8/2010 9/2010 10/2010
  • Webster University Momentum
    2010-11 Commencement
    New Campus Master Plan Program Announced
    Webster University Receives Designation as All-Steinway School
    12/2010 2/2011 5/2011
  • Webster University Momentum
    Webster Hall Renovation
    Sverdrup Hall Renovation
    Planning for Geneva Library Expansion
    FY2011-12 FY2012-13 FY2013-14
  • $118,800,000
    Annual impact (direct, indirect and induced)
    Webster University Operations
    Opera Theatre of Saint Louis
    The Repertory Theater of Saint Louis
    University student and employee spending
    Webster University Saint Louis Economic Impact
  • Recognitions
  • Partnerships
  • Accreditations
    • United Way Women’s Leadership Society Cabinet
    • Regional Chamber and Growth Association (R.C.G.A.)
    • Urban League of St. Louis
    • St. Louis Science Center
    • United Way of Greater St. Louis
    • Opera Theatre St. Louis
    • Repertory Theatre
    • Innovate St. Louis
    • American Council on Education’s - Commission on Effective Leadership
    • Boards of Herbert Hoover Boys and Girls Club
    • Jefferson National Parks Association
    • The Partnership for Downtown Saint Louis
    Civic Engagement
  • Fiscal Performance
  • Average annual change 16%
    Fiscal Performance
  • Average annual change 23%
    Fiscal Performance