This program is a fantastic introduction for new professionals moving into higher education accounting as well as those individuals seeking to learn more about nonprofit and governmental accounting. This accounting and financial reporting workshop covers net asset classes, restrictions, endowments, investment pool unitization, grants and contributions, capital assets, debt, revenue recognition, expense reporting, and operating activities. Attendees receive a thorough explanation of Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) guidance relevant to higher education institutions. There is emphasis placed on preparing and understanding the financial statements as well as all external higher education reporting requirements. Concurrent operating and campus process panels allow faculty and attendees to focus on the public and not-for-profit/private sectors of higher education.

Amidst the surge of headlines and market chatter, it can be challenging to cut through the noise and grasp what’s really happening in private markets — and what it means specifically for Higher Education portfolios. Mercer’s Matt Vokes, Cori Trautvetter and Texas Hemmaplardh will explore the investment asset classes that are currently capturing the attention of colleges and universities. Together, they will analyze the key challenges, emerging opportunities, and strategic insights across alternative asset classes such as private equity, private debt, and real estate.

This session explores the establishment and effective administration of a successful institutional loan program in light of the legislative phase-out of GradPLUS and new limits on Parent PLUS. Participants will gain an understanding of the strategic, financial, and operational considerations required to design and sustain a program.

Colleges and universities are facing rising levels of past-due student accounts, with many still managing pre-collections in-house while contending with limited staff and outdated systems. This session will present new benchmarking data gathered from hundreds of institutional financial statements to establish clear, comparable metrics for assessing the health of student receivables at your campus. Attendees will learn how their institution’s A/R position stacks up against peers by size, type, and region, and leave with a framework for monitoring exposure and managing allowances more effectively.

Explore the evolving higher education landscape, focusing on significant trends and challenges that are driving mergers and acquisitions (M&A), strategic partnerships, and joint ventures within the sector. The presenters will discuss the rising costs of education, explore the increasing number of campus closures, examine the growing enrollment of non-traditional and adult learners, and share effective approaches to address institutional sustainability. You’ll also hear the impact of digital transformation, the benefits of shared services, and the role of strategic partnerships in enhancing college and university resilience.

In 2024-25, NACUBO’s Tuition Discounting Study (TDS)​ showed that private, nonprofit colleges and universities continued to significantly discount their published prices for undergraduate students. On average, the tuition discount rate among participating schools reached 56.3% for first-time, full-time undergraduates and 51.4% for all undergraduates. While rising discount rates potentially make college more affordable for many students and their families, they also could cause even greater financial stress for tuition-dependent private institutions. In addition, changes to student admissions, financial aid, and international visa policies may continue to challenge independent colleges and universities. It is now more important than ever for chief business officers, chief enrollment officers, and other campus administrators to evaluate their discounting and pricing strategies and the effects they have on net tuition revenue and college affordability. This webcast provides an overview of the changes in average discount rates during the 2023-24 and 2024-25 academic years and provides more details about the pricing and enrollment strategies private colleges have considered to deal rising student financial need and other factors.

NACUBO Consulting offers free, 30-minute webinars throughout the year and makes the recordings available in this bundle.

Complying with IRS Form 1098-T reporting requirements has long been a controversial and difficult process for many institutions. This webinar reviews the importance of information reporting, recommendations for completing the form, best practices for collecting taxpayer identification numbers, and guidance on responding to IRS penalty notices. Experts review the definitions and examples of qualified tuition and related expenses, as well as scholarships and grants. Additionally, they address reporting exemptions, payments across multiple tax years, and best practices concerning communications with students and families. The information covered is helpful to beginners and serves as a refresher to campus staff with experience preparing 1098-T forms.

Much media and other attention is paid to endowments and foundations that have more than $1 billion in assets. However, more than half the institutions that participated in the 2024 NACUBO-Commonfund Study of Endowments (NCSE) have assets under $250 million, and one quarter have funds of $100 million or less. Endowed funds at smaller institutions contribute to financial aid, research, and other important functions on campus. NACUBO and Commonfund’s 2025 Endowment Study Webinar Series explores findings from the NCSE and shares valuable insights and benchmarking data that focus on the unique roles and challenges facing these institutions as they leverage endowment funds to support their mission and students.

Join NACUBO’s policy and advocacy team for our monthly Washington Update webinar, where we share timely insights on the latest federal legislative, regulatory, and policy developments impacting higher education business offices. While details for this month’s session are still being finalized, you can expect an informative update on the key issues shaping the higher education landscape. Register now to reserve your spot and stay informed.