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.

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of past-due student accounts, with many still managing pre-collections in-house while contending with limited staff and outdated systems.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.

Join Dan Greenstein for a NACUBO Consulting webinar demonstrating data-driven insights into the financial health of universities and colleges. Based on an analysis of nearly 1,500 institutions across 14 years of IPEDS data and more than three dozen key indicators, this new research identifies clear, observable risk patterns that reliably predict an institution’s financial trajectory. These insights function as an early-warning system – arming leaders to understand vulnerabilities and take action before it’s too late.

Maintaining an institutional workforce consumes a large share of budgets and attention. As institutions navigate recent policy shifts and funding disruptions, data and analytics can provide insights into labor costs and inform strategies to support a sustainable, healthy workforce. In this TADA conversation you’ll hear how an organized, collaborative data and analytics strategy can inform labor planning and budgeting decisions. You’ll have the opportunity to share insights and challenges with peers and begin shaping practical ideas to take back to your institution.

The Institutional Viability Metric (IVM) is a strong predictor of financial risk that incorporates measures of financial position, market demand, and student outcomes to create a dynamic and timely view of an institution’s health. During this session, the presenters will speak to why it’s important to conduct this kind of assessment, when it is most valuable, and how it differs from and intersects with the annual budgeting process. They will also discuss changes they’re making to resource allocation because of this assessment work and the impact on their institutions.

Historically Black institutions play a unique role in providing educational opportunities to African Americans and other traditionally disadvantaged students. Endowed funds at these institutions get very little attention, but they play a vital role in financial aid, research, and other important expenditures. NACUBO and Commonfund’s 2025 Endowment Study Webinar Series explores findings from the 2024 NACUBO-Commonfund Study of Endowments (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.

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.