With stopouts impacting both students and the institutions they invest in at greater numbers than ever, campuses are being forced to revisit and evaluate how they plan for, react to, and assist students when faced with the need to take time away from their studies. This session will explore the various reasons why students are being forced to consider temporary leaves as well strategies to help support students impacted or considering a potential stop out. Historically, a stopout or withdrawal was seen as a roadblock to success however with the right strategies and tools in place, campuses can redefine this experience into one of positivity and successful outcomes.

Many institutions view Perkins liquidation as the inevitable end point of the program. But deciding when and how to liquidate, or whether to pursue assignment or continued servicing, requires more than a compliance checklist. Moving too quickly can introduce unexpected administrative, operational, and financial burdens, particularly if institutions are not fully prepared from a documentation or staffing perspective. This webinar focuses on the decision process, not the technical steps. Panelists will walk through the key considerations before declaring intent to liquidate, including portfolio characteristics, servicing and staffing capacity, documentation readiness, timelines, and financial statement implications, and financial aid office coordination. Participants will gain a clearer framework for sequencing decisions and aligning stakeholders across accounting and student financial services. Attendees should consider having a copy of their institution’s FISAP on hand to follow along with the discussion.

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. You can expect an informative update on the key issues shaping the higher education landscape. Register now to reserve your spot and stay informed.

Join NACUBO for an engaging webinar on the benefits and practical uses of the IPEDS Peer Benchmarking Dashboards—one of the toolkits within the Student Success Hub. Based on today’s evolving higher education landscape, this session will highlight how institutions can use the dashboards to compare performance with peer and aspirational institutions, identify trends, and support data-informed decision-making. Speakers will share perspectives on how the toolkit can help institutions navigate current challenges, strengthen institutional effectiveness, and advance student success through meaningful peer-based insights.

This session will bring together concepts addressed throughout the Endowment Leadership Series and offer a deeper content dive. Expected topics include spending, borrowing from endowment funds, large withdrawals from board designated funds functioning as endowments, approaches for honoring donor wishes that are no longer applicable, financial statement disclosures and other endowment communications, governance, and administrative and fund tracking considerations.

In an evolving financial landscape where institutions find themselves with little financial flexibility, how can advancement teams collaborate with business officers and legal counsel to maximize the use of restricted resources? Panelists will share practical approaches for both loosening fund restrictions and leveraging restricted and internally committed balances to address financial needs. They will also cover effective strategies to engage stakeholders in deploying underutilized funds, developing contingency plans, and lessening the financial impact of recent federal directives. This session will conclude with a discussion on innovative uses of AI that can help ensure fund deployment aligns with donor intent and enhances institutional financial resilience.

With a new U.S. administration in office, continued geopolitical volatility, higher interest rates, sticky inflation, and pricey equity markets, many higher education endowments are facing a more complicated investment landscape. This session is designed to help you cut through the noise and focus on what matters most for your portfolio today. Speakers will explore emerging strategies, highlight how approaches may differ depending on endowment size, and offer practical ways to evaluate and explain portfolio shifts. The session will also help you consider how to evaluate whether your investments align with your institution’s spending needs, risk tolerance, and time horizon.

In conjunction with the release of the highly influential 2025 NACUBO-Commonfund Study of Endowments, NACUBO will again offer a robust, online series diving deep into key endowment topics. Over the course of nine webinars, thought leaders from leading investment companies and higher education will share their expertise on current trends and challenging topics. This series is designed to be all-encompassing endowment education—from the basics to advanced, nuanced management questions. Participants will leave with insights into how to effectively manage their institution’s portfolio—and ideas for where to go next.

Tuition payment plans are a critical tool for supporting affordability and cash flow in higher education—but they also introduce unique compliance considerations. From fee structures to timing, disclosures, and audit readiness, institutions must ensure payment plan policies and processes align with regulatory requirements. Join TouchNet compliance experts to explore best practices for administering tuition payment plans while keeping compliance top of mind. Attendees will gain insight into common risk areas, key regulations affecting payment plans, and practical approaches for maintaining transparency, consistency, and control across payment plan workflows.

This session provides an overview of the results of the 2025 NACUBO-Commonfund Study of Endowments, the most comprehensive analysis of endowment investment returns, asset allocations, and governance policies and practices at U.S. higher education institutions and affiliated foundations.