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Editor’s Note: In April we published The Yale Decoy, arguing that tuition-dependent universities should not adopt Yale's report on public trust as a strategic roadmap. On September 22, Cornell's Committee on the Future of the American University released its answer: a 238-page report, a vision statement, and a formal endorsement from the provost. The provost's endorsement described the report as a chance to ”help define a new model for the American university.”
Within days, Cornell was in the news for a different reason. In mid-September, a former student filed a civil lawsuit against the university, the Chi Phi fraternity, her sorority, and seven current and former students. She alleges she was drugged and sexually assaulted by multiple men in October 2024. The story broke in Cornell's own student newspaper: on September 18, The Cornell Daily Sun published an investigation, nearly two years in the making. The Times has since reported on more than 1,000 pages from the university's internal inquiry.
None of this was news to Cornell when the Committee on the Future of the American University committee convened. On November 26, 2024, its interim president had issued a public statement on ”serious and deeply disturbing allegations of drug abuse and sexual violence,” while a Title IX investigation opened in January 2025 and held hearings that May. The provost convened the committee in September 2025. The report runs 238 pages and draws on a year of deliberation and engagement with more than 6,000 stakeholders. Nowhere in it do the words ”fraternity,” ”Greek,” ”Title IX,” ”sexual assault,” or ”sexual violence” appear.
Despite that glaring and questionable omission, the report is a substantially better document than Yale's, and we credit it below. But its silence on student safety is also the clearest case of the pattern our intelligence brief examines: candor about the sector's problems and selectivity about Cornell's own. Some readers have already proposed it as a model. An Inside Higher Ed essay urged institutions rebuilding public trust to follow Cornell's lead, while The Wall Street Journal's editorial board faulted the report for casting universities as victims of forces they helped create. Mid-tier leaders should take Cornell's questions, leave its answers, and add the questions Cornell left out.
Mid-tier university leaders should read Cornell's report closely and adopt almost none of its remedies. Its first half is the most candid account of the sector's structural problems that an elite institution has published this year. It names cost, AI-driven labor displacement, federal funding contraction, master's-program sprawl, and the admissions arms race. It even admits the limits of Cornell's own financial self-knowledge.
Its second half is a set of commitments sized for a land-grant Ivy with an 8.4 percent admit rate and a global brand. It explicitly closes off the four cheapest structural levers available to a tuition-dependent institution. It spends its operational specificity on faculty working conditions while routing the price question to a different task force that does not yet exist. And it says nothing about the student-safety failures that now define Cornell in the national and international press. The committee disclaimed transferability but Cornell is marketing it anyway. Trustees and senior leadership at other institutions will read the marketing.
— Adil Husain, Editor-in-Chief
”...the experiments, innovations, and remedies described here may carry beyond this campus, but we make no presumption that they do.”
— Report of the Committee on the Future of the American University, Section 1.3
”At this critical moment, Cornell can and should help define a new model for the American university.”
— Kavita Bala, Provost, Cornell University, September 22, 2026
Intelligence Brief: The Cornell Exemption
1. Where Cornell Corrected Yale
Yale told universities to retreat into a narrow academic lane. Cornell rejects the retreat outright. The report calls ”committing to do less with the extraordinary intellectual and financial resources of the modern university” precisely the wrong course, on the grounds that contraction shrinks the institution without repairing what pulled it apart. Whatever one thinks of the alternative it proposes, this is the right argument to have. It ends the fantasy that elite institutions can wait out the current environment by becoming smaller versions of themselves.
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Cornell also relocates the trust problem from messaging to relationships. The report states that trust ”is not simply a communication problem, it is a relationship problem.” It anchors the claim in survey data: 83 percent of Americans credit universities with driving economic growth, and 76 to 79 percent see positive local and healthcare impact. Meanwhile, institutional confidence has fallen from 57 percent in 2015 to 38 percent in 2026. The report concludes that trust survives where universities touch people operationally. That is closer to the argument we made in April than anything in Yale's report.
On AI, Cornell reads the labor market Yale ignored. Yale treated AI as a syllabus problem. Cornell cites the early evidence of entry-level knowledge-worker displacement and concludes that the transactional degree is ”uniquely vulnerable to competition from artificial intelligence.”
The most useful sentences in the report are its admissions of financial ignorance. Cornell discloses that 83 percent of its institutional grant aid in 2025–2026 came from the operating budget, with the remainder from the endowment. It also states that a question as basic as whether the university makes or loses money when it enrolls more students is ”currently unanswerable.” That single admission is worth more to a chief financial officer than all 58 pages of Yale's report. It also shows that Cornell's aid economics sit closer to a tuition-dependent institution's than to Yale's. That is exactly why Cornell's choices about what it will not do deserve scrutiny.
2. The Chapter That Isn't There
The report's own theory of trust indicts its omission. Its best argument is that trust is a relationship problem, and that trust survives where universities touch people operationally: hospitals, extension offices, local economies. For a family, the most important operational relationship with a university is whether it keeps their child safe and acts when she reports harm.
The report covers student life in detail. It addresses student mental health, residential life, peer mentoring, tech-free dorms, the ”ruthless club culture” of selective student organizations, and how students repair ”relational missteps.” It says nothing about fraternities, sororities, or campus sexual violence.
The structural explanation is the same fragmentation the report diagnoses everywhere else. Cornell assigned the subject to a separate Presidential Task Force on Campus Sexual Assault. That task force issued its recommendations in March 2026, six months before the committee finished, and the report never cites it. The report's central argument is that the modern university has split into units pursuing separate missions, with no one accountable for the whole. This 238-page document was produced inside the same pattern. Student safety belonged to another vice presidency and another task force, so it fell outside the ‘future of the university.’
A faculty committee on mission could reasonably have excluded Title IX adjudication from its scope. This one chose to write at length about dorms, clubs, and student wellbeing. Once a report covers student life, leaving out sexual violence becomes an editorial decision. The decision left out the most consequential trust event on campus.
The consequence reaches well beyond Ithaca. Cornell's model for the American university now arrives alongside a governor and a senior senator demanding an independent investigation into how the same institution handled one student's report. At most universities, strategic planning treats Title IX, Greek life, and campus safety as compliance matters owned by student affairs and the general counsel. But families make no such distinction. In our assessment, one mishandled case can do more damage to an institution's enrollment pipeline and donor base than anything in its strategic plan can repair. Cornell's report leaves that ordering of risk out, as do most strategic plans written the same way.
3. The $65,370 Problem
By two different measures, Cornell is among the most expensive places in the country to attend after aid. The report's Section 3.8 cites the College Board: the average net price at private nonprofit four-year colleges was about $32,830 in 2025, essentially flat in real terms for twenty years. The report calls that stability ”a truly impressive accomplishment.” It then reports Cornell's own average net cost of $65,370, or $45,395 for New York residents in the contract colleges.
The two figures may not rest on identical definitions, and the report does not say. The federal College Scorecard removes the ambiguity by measuring net price only for students receiving federal aid. On that measure, Cornell's average is $28,690. That is third highest in the Ivy League, $9 below Penn, and roughly 30 percent above the average of the other seven. Princeton's is $6,128. The median American household earned $83,730 in 2024.
The report then walks through every cost lever and closes each one. It rejects scaling instruction, reducing teaching support staff, increasing automation, and cutting co-curricular programs as incompatible with the human-centered education it proposes. What remains is thin:
expansion of the endowment, which the committee itself calls ”no small task”
philanthropic and industry partnership
regulatory relief, supported by an unnamed university leader who says compliance costs at his institution exceed total tuition revenue
The formal recommendation is another task force.
Meanwhile, nearly every other recommendation adds cost. The report calls for:
small classes for every student in the first two years
a central program offering summer stipends and housing to as many first- and second-year students as possible
professorships of public impact in every college
matching funds for faculty public engagement
rolling multiyear contracts for teaching faculty
expanded postdoctoral teaching lines
funded graduate community-building
a new university-wide AI center on unified computing infrastructure
a permanent Forum with course releases
Appendix G compiles 95 recommendations by our count and attaches a cost estimate to none of them. All of this follows a year in which the Resilient Cornell initiative removed $350 million from the operating budget.
Cornell can defer the price question because its brand holds demand at that price. Yours will not. A tuition-dependent institution that copies Cornell's sequencing will exhaust its reserves on the first half and never reach the second. Cornell's sequence makes the spending commitments first and sends pricing to a task force.
4. Four Roads Closed
Section 3.6, titled ”Roads That Should Not Be Taken,” is the most consequential section of the report for anyone outside the Ivy League. It rejects four options:
online-only education
a shorter path to the degree
a unified core curriculum
a more vocational orientation
Cornell's reasons are defensible for Cornell. A residential Ivy that shortens its degree or moves instruction online gives away the scarcity that justifies its price. For a regional university, a shorter degree is a direct price cut, and online delivery is the only path to scale. The report concedes that its own online business, eCornell, ”barely registered as a topic across the hundreds of conversations behind this report.” The channel through which Cornell competes internationally at scale was nearly invisible to the people designing its future.
Cornell's case against the vocational turn deserves a direct answer, including from us. In April we argued that mid-tier institutions should restructure into vocational credentialing engines in occupations outside the first wave of AI displacement. Cornell objects that vocational training prepares graduates for professions as they currently exist, and ”graduates prepared for current practices become vulnerable to obsolescence as those practices shift.” The objection resonates. Choosing which occupations AI will spare is a forecast, and institutions that stake their identity on a forecast inherit its error bars.
The sharper version of our position is this: The unit of competition is verified employer outcome by program. The occupational mix is a portfolio, rebalanced every cycle as placement and wage data arrive. Nursing e.g., belongs in that portfolio because the demand data is public and durable. Programs whose placement data weakens get cut before the market cuts them.
5. Judgment Without a Receipt
Cornell's answer to AI is ”sound judgment,” and judgment has value to an employer only when someone can verify it. The report builds its entire value proposition around cultivating judgment. It defines the term carefully and offers no way to measure it. At Cornell, the verification comes bundled: selectivity, the alumni network, and the brand do the certifying. At a regional institution, an unmeasured claim of judgment is indistinguishable from the undifferentiated credential AI is devaluing.
The report's own evidence describes where the value is migrating. Three findings stand out:
Employers told the committee that graduates arrive ”credentialed, but underprepared.”
Stakeholders warned that when AI can cheaply replace an intern, graduates ”must attain a higher level of experience than before to even get in the door.”
The graduate-education chapter concedes that AI may remove the apprenticeship tasks through which novices have always developed professional judgment.
Read together, those three findings describe a squeeze. Judgment is built through entry-level work, and AI is automating entry-level work. The institution that can demonstrate its graduates arrive already able to perform second-year tasks will capture the value. That is a mid-tier opportunity. It requires evidence employers accept, and Cornell's report never needed to build it.
6. Who Gets a Decision, and Who Gets a Task Force
Read the recommendations for operational specificity and the institution's revealed priorities become clear. Faculty and governance constituencies receive concrete, implementable commitments:
rolling multiyear contracts for research, teaching, and extension faculty, with explicit academic-freedom language
new trustee seats for young alumni, the Ithaca community, and senior faculty from peer institutions
service redefined as ”civic participation” and made a core consideration in tenure
a default rule that technology enters a classroom only when the instructor invites it
restored annual all-faculty meetings
Families and applicants receive deferrals. Tuition goes to a task force. Admissions gets a commitment to publish the empirical effects of its criteria. On legacy preferences, which three-quarters of Americans say should play no role in admissions, the report commits to communicating clearly and to ”consider whether and how” those preferences reflect institutional values. Cornell's 2025–26 Common Data Set lists alumni relation as ”Considered” in first-year admissions.
Cornell already produces the admissions transparency it recommends, for one audience. Under its federal agreement, Cornell sends the government quarterly admissions data disaggregated by race, GPA, and test scores. That data is the raw material for the empirical analysis the report says Cornell should consider publishing.
The deferral pattern extends across the report's hardest questions. Each one goes to a further process:
Centralizing advanced study goes to a strategic review.
Department structure and research reproducibility go to ”continued robust deliberation.”
Tenure criteria get a university-wide review.
The conditions for deliberation get a community conversation.
Nearly everything unresolved goes to a proposed Future of the American University Forum.
The report quotes a stakeholder describing universities as ”over-managed and under-led,” then proposes a new permanent deliberative body as the remedy.
None of this is sinister. Eighteen faculty members wrote the report, and committees recommend what their members understand best and can implement most readily. The stated priority is the price crisis. The revealed priority is faculty working conditions. Trustees at other institutions should expect the same pattern from any committee built the same way.
7. What the Report Declines to Name
A 238-page report on public trust, written during a live federal dispute, never names the federal government's counterparty. Federal pressure appears in the passive voice: ”threats to federal funding have been used to pressure universities.” The report also omits Cornell's own agreement with the administration, signed November 7, 2025. The agreement's main terms:
Cornell pays the government $30 million in three installments.
It commits a separate $30 million to agricultural research.
In return, it recovered much of the roughly $250 million in interrupted funding.
It delivers quarterly anonymized undergraduate admissions data, broken out by college, race, GPA, and test scores, subject to federal audit.
The president certifies compliance each quarter under penalty of perjury, through 2028.
Cornell maintains the payment is neither a fine nor an admission of liability, and the agreement bars the government from dictating speech or curriculum. The terms are defensible, but their absence from a document about transparency is harder to defend.
On viewpoint diversity, the committee could not agree on whether the problem exists. One member cites survey data that roughly 12 percent of faculty identify as conservative and ties the imbalance to declining public trust. Another calls viewpoint diversity ”the fulcrum from which a constellation of organized vicious attacks on higher education have emerged.” The report presents the split as deliberation in action. In practice, the issue driving much of the public's distrust leaves the committee unresolved and passes to a future community conversation.
Accreditation and the employer bypass do not appear at all. Health systems training their own nurses and commercial providers credentialing at scale were central to our April analysis. They are absent from Cornell's, which is consistent with an institution that faces neither threat. Their absence also confirms that the elite register of this debate has little to say about the forces actually reshaping the regional market. The institutional restraint we described in April is still present, now in a more sophisticated register.
Take the Questions, Leave the Answers
The report's most valuable contribution to mid-tier leaders is the set of questions Cornell admits it cannot yet answer, plus one it never asked. Four belong on every cabinet agenda this fall:
Whether the next hundred students, program by program, add or subtract margin.
Which master's programs clear break-even enrollment, a test Cornell now proposes to require of every new program.
What regulatory compliance costs as a share of tuition revenue.
Whether student safety, Title IX, and Greek life sit inside the strategic plan or in a separate compliance file, and which cabinet member answers for the gap between them.
If an institution with Cornell's resources cannot answer the first question, most regional cabinets will find that their data systems were built to report enrollment, and nothing in them was built to price it.
Running the numbers is the easy part. The hard judgment comes after: deciding which programs, constituencies, and commitments absorb the loss once the answer is known, and making that call before a lender, an accreditor, or a state board makes it for you.
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Sources
Cornell University, Report of the Committee on the Future of the American University, September 22, 2026
Cornell University, Five Commitments to Renew the American University: A Vision Statement, September 22, 2026
Kavita Bala, The Future of the American University, Cornell University Statements, September 22, 2026
Michael I. Kotlikoff, Update on disturbing allegations of sexual violence, Cornell University Statements, November 26, 2024
Cornell Sex Assault Case Raises Questions About Title IX Accountability, TIME, September 30, 2026
Chi Phi statement as Schumer calls for investigation, CBS New York
Agreement Between the United States of America and Cornell University, November 7, 2025
Cornell University, Common Data Set 2025–26
U.S. Department of Education, College Scorecard
Benjamin Storey and Jenna Silber Storey, Cornell Report Gets Purpose of University Right, Inside Higher Ed, September 25, 2026
Cornell's Limited Self-Critique, The Wall Street Journal, September 24, 2026
The Intelligence Council, The Yale Decoy, April 28, 2026
About
Adil Husain is the Founder and Editor-in-Chief of business media company The Intelligence Council, and Managing Director of the global advisory firm Emerging Strategy. You can reach him here for a conversation: [email protected]
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