For NACUBO Members Only

NACUBO's Talk About Data and Analytics (TADA) returns this year with a series of interactive sessions where attendees are in the driver’s seat. As active participants, you will explore different ways you can leverage data and analytics by engaging in facilitated discussion and hands-on activities. TADA sessions are built around member participation; therefore, formal presentations are kept to a minimum.

There is no knowledge prerequisite to attend. TADA is open to all levels of experience and engagement with data and analytics. Each session is 60 minutes long and provides participants the opportunity to—

• Share reflections, experiences, challenges, and resources  
• Brainstorm and share strategies 
• Network and learn with colleagues 

This session is part of the 2026 Talk About Data and Analytics Series. Attendees must register for each session individually.

Due to the conversational nature of this series, sessions will not be recorded. To preserve an open space for candid discussion, use of third-party AI notetakers is not permitted once admitted to the session. There is also no CPE awarded for TADA sessions. 

April 6, 2026

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.

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, 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. 

April 13-15, 2026

CPE Available: Up to six (6) credits

This event for advanced-level accounting and finance professionals offers the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions.

The program features plenary speakers as well as smaller sessions to address special topics.

Roundtable exchanges—broken out by managerial and technical topics of interest to all types of institutions—allow participants to share ideas.

This forum serves as both an annual update and future outlook where participants hear and engage in discussions on timely subjects impacting the higher education community.

Looking to attend onsite in Boston? Learn more here: 2026 Higher Education Accounting Forum.

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.

After this webinar, you will be able to–

1. Understand the various reasons impacting student enrollment and what drives stopouts, including a quantitative breakdown.
2. Be able to identify and list solutions that campuses are initiating to support students considering a stopout–before, during, and after.
3. Learn what peer campuses have implemented to better assist students who incur a stopout as part of their enrollment management strategies.

This Partner Webinar is created by GradGuard and offered free for members thanks to their generous support

Budget season doesn’t end with a balanced plan—it ends when your Board and Finance Committee clearly understand it, support it, and feel confident in the path forward.

In this practical webinar, finance leaders will share approaches for presenting budgets and multi-year financial plans in ways that support alignment and informed decision-making. Learn how to move beyond reporting numbers to communicating a clear financial story—one that highlights assumptions, tradeoffs, and scenario implications in language your Board understands.

You’ll come away with practical presentation frameworks, examples from institutions applying these approaches in their budgeting processes, and ideas for building confidence in your financial plan before the vote ever happens.

This Partner Webinar is created by Strata Decision Technology and offered free for members thanks to their generous support. 

The conversation about AI in higher ed is no longer happening around student accounts — it's starting to happen within it. For the first time, there's data that tells the story of this community specifically: where adoption actually stands, what's working, what's holding teams back, and where the early wins are showing up.
   
This webinar debuts findings from the first survey dedicated exclusively to AI in tuition billing, payments, and collections. The picture is nuanced: most departments are still in early stages, FERPA and privacy remain top concerns, and policy clarity is a work in progress. But the winds are shifting — leadership attention is growing, team conversations about AI are becoming more common, and the offices that moved early are starting to see measurable results in response times, staff capacity, and student experience. The gap between early movers and everyone else is beginning to open up.
   
Beyond the data, the session draws on hard-won perspective from institutions on the leading edge, where the real differentiators have proven to be mindset and momentum — not budget or technical resources. The key lessons: find your internal champions, reframe AI as a new resource rather than a threat, and start with the tools and vendor licenses you already have.
   
This is the moment to get informed, get aligned, and get moving.

This Partner Webinar is created by Meadow and offered free for members thanks to their generous support.

Join NACUBO Consulting and consultant Bernadette Hinkle for a practical discussion on why institutions pursue shared services beyond cost savings, with a focus on improved service quality, reduced administrative burden, stronger strategic alignment, economies of scale, and greater capacity for innovation and technology adoption. The webinar will explore how standardizing processes and creating a single point of service can enhance consistency and free campus units to focus on mission critical work. Participants will also examine common challenges such as concerns about consolidation and job loss, loss of personal relationships, and service complexity, along with concrete strategies institutions use to address them effectively.

Today’s campuses are multi-faceted and dynamic, demanding modern, cloud-based point-of-sale (POS) solutions that can scale. A modern POS environment is not just about transactions—it’s about empowering campuses to enhance the student experience, streamline campus commerce operations, and gain visibility into revenue trends and opportunities. Selecting the right system requires understanding the different transaction scenarios on your campus and the specific needs for each.   

This session will review multiple POS use cases and discuss various student and staff needs across campus. We’ll evaluate crucial POS software and hardware features, as well as review additional evaluation considerations such as customer support, implementation timelines, and security and compliance. Join us to learn how you can select a POS solution that delivers seamless, flexible, and secure POS payment experiences.

Learning Objectives:

• Understand which features are required to meet your needs
• Discover how a POS system can help streamline operations and drive revenue
• Identify common pitfalls to avoid when selecting your POS

This Partner Webinar is created by TouchNet and offered free for members thanks to their generous support. 

May 12 - 28, 2026

CPE Available: Estimated Seven (7) Credits

Who Should Attend

AI4AIS is designed for higher education professionals involved in business and operational leadership, including chief business officers, budget and finance leaders, tax and accounting professionals, human resources and payroll leaders, student financial services professionals, institutional research and analytics staff, and others engaged in strategic planning and operational decision-making.

 
What You’ll Explore

Across multiple sessions, participants will hear directly from fellow business officers and campus leaders where they will examine higher education business and operations use cases of AI, such as:

•     Budgeting, forecasting, and financial modeling
•     Automating business processes such as procurement, payroll, and HR
•     Supporting compliance, audit, and risk monitoring
•     Improving data use and predictive analytics for enrollment, retention, and revenue management
•     Capital planning, facilities optimization, and addressing deferred maintenance
•     Informing strategic and financial planning
•     Student-facing self-service technologies, including chatbots

The series will also address broader leadership and organizational considerations, such as:

•     Building an institution-wide AI strategy
•     Governance models for ethical and responsible AI use
•     Measuring and communicating return on investment
•     The impact of AI on business office roles and staffing models
•     Designing reskilling and upskilling opportunities for staff
•     Cybersecurity risks in AI systems
•     Collaborating across campus during AI planning and implementation

 
Session Dates (2–3 pm ET)

•     Week One: May 12, 13, and 14
•     Week Two: May 19 and 21
•     Week Three: May 26 and 28