CPE Available: 1 Credit in Finance

Institutions with endowments must have strong relationships between the CFO, academic, investment, development, and governance functions. This session touches on how many institutional areas must work together and why. Topics include accounting and record keeping for individual funds, managing donor restrictions, fiduciary responsibility, donor reporting, funds functioning as endowment, public perception, and the importance of communicating endowment spending benefits internally and externally.

This webinar is part of the 2025 Endowment Leadership Series. You can register for this webinar on its own or register for the series.

CPE Available: 7 Credits in Specialized Knowledge, Finance, and Information Technology

In conjunction with the release of the 2024 NACUBO-Commonfund Study of Endowments, NACUBO will again offer a series exploring endowment fundamentals in 2025. Over the course of seven webinars, thought leaders from leading investment companies, the higher education sector, and other stakeholders will share their expertise on current trends and challenging topics.

CPE Available: 1 Credit in Information Technology

This webinar will explore cutting-edge investment tools and technologies. By integrating real-time data, advanced visualization, and multi-asset class analysis, investors can streamline portfolio oversight, enhance reporting, and make more informed investment decisions. This session will showcase how the University of Georgia Foundation (UGF) is leveraging an advanced analytics platform, to elevate its endowment management practices with sophisticated multi-asset class analysis and dynamic reporting tools to better align its investment strategies with its institutional objectives.

This webinar is part of the 2025 Endowment Leadership Series. You can register for this webinar on its own or register for the series.

CPE Available: 1 Credit in Finance

Although universities with mega endowments make the headlines, 70 percent of all endowments are less than $100 million. Institutions with smaller endowments tend to invest very differently. The perception of risk can leave potential return on the table. Panelists focus on the reasons institutions with smaller endowments sub-optimize their investment portfolios and offer a framework that can improve results. Such a framework will address spending decisions, operations, revenue composition and trends, liquidity analysis and needs, and aligning the portfolio with the institution’s risk profile.

This webinar is part of the 2025 Endowment Leadership Series. You can register for this webinar on its own or register for the series.

CPE Available: 1 Credit in Specialized Knowledge

This webinar will feature a panel of endowment leaders from EIB participant institutions who will share their firsthand experiences in using the tool. We will discuss successful implementation and communication strategies that foster a culture of transparency and collaboration. Throughout the webinar, we will reflect on lessons learned and provide insights that can save time and resources for others embarking on similar journeys. Participants will leave with a detailed roadmap for initiating benchmarking practices at their institutions, including how to identify key metrics, establish clear communication protocols, and foster collaboration among stakeholders.

This webinar is part of the 2025 Endowment Leadership Series. You can register for this webinar on its own or register for the series.