Back to School: Enrollment Trends Across Public Finance
As fall enrollment commences across educational institutions, we will discuss various factors driving enrollment patterns across higher education, public K-12 and charter schools. Further, we will discuss how these trends are factoring into credit quality.
- Factors that impact enrollment forecasts
- The ability and willingness of colleges and universities to adjust academic offerings will become increasingly important
- Rising international enrollment benefits higher education globally, but risks remain
- Regional variations in enrollment lead to mixed operating environments for US school districts
- Proliferation of charter schools in the decade leading up to the pandemic fostered a highly challenging environment for K-12 schools
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SpeakersMichael Osborn Vice President – Senior Credit Officer, Higher Education and Nonprofits - Public Finance Group Moody's Ratings
Debra Roane VP-Senior Credit Officer Moody's Investors Service
Gregory Sobel Assistant Vice President - Analyst Moody's Ratings
Kenneth Surgenor AVP-Analyst Moody's Investors Service
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Michael Osborn covers a diverse portfolio of colleges and universities as well as a variety of not-for-profit organizations primarily in the Midwest and Western United States. Michael has authored various sector related publications, including the Higher Education Outlook and extensive research on the impact of cyber security in higher education. His higher education experience extends to time spent in banking and working directly for a small liberal arts college. Michael was a Vice President in the Education and Not-for-Profit practice at Wells Fargo Bank. He was also the Senior Director of Admissions and Financial Aid at a private college. Michael holds an MBA from Fordham University and a BA from Michigan State University
Debra Roane is a Vice President/Senior Credit Officer for the Higher Education and Not-for-Profits Ratings Team covering higher education and not-for-profit institutions across the United States including large public university systems, complex academic medical centers and prominent not-for-profit organizations. Debra was instrumental in expanding Moody’s coverage in the high profile sector for sub-sovereign ratings in Australia and New Zealand and, in particular, in the Australian and Singaporean universities sectors. She also helped Moody’s to strengthen its presence in the Chinese regional and local government sector by leading the initiative to develop a knowledge base, research and outreach, and credit architecture from an early stage.
Prior to joining Moody’s, Debra worked for the Federal Transportation Administration in Washington, DC as a Presidential Management Intern and in New York City as a Project Manager. Debra holds an MA from the New School for Social Research in Urban Affairs and Policy Analysis and a BA from McGill University in Montreal in Geography
Gregory Sobel is an Assistant Vice President - Analyst on the Eastern Local Government Ratings Team. He is the lead analyst for Pennsylvania local governments and helped establish an analytical framework for evaluating environmental, social, and governance risks for school districts across the U.S. He sits on the Charter School Ratings Taskforce and Cybersecurity Taskforce, and is a representative for the US Public Finance Group on Moody’s decentralized finance (DeFi) and digital assets working group.
Prior to joining Moody's, Gregory managed a portfolio of hedged energy disbursements for a boutique energy procurement and management firm working with third party real estate management companies and worked as a Constituent Relations Representative for the New York State Senate. He holds a Master of Arts in Economics from University at Buffalo, the State University of New York, where he also completed his undergraduate studies.
Ken Surgenor is an Analyst for the Dallas Local Governments Ratings Team covering credits primarily in Missouri, Kansas, Louisiana, and Texas. He is the lead analyst for Missouri local governments. Ken also serves on the Enterprise Risk Task Force.
Prior to joining Moody’s, Ken worked for the City of San Antonio in the Office of Management and Budget. Ken holds a Master’s of Public Service and Administration from Texas A&M University and a BS from the University of Texas at Dallas