January 24-26, 2024

CPE Available: 12 Credits

This program for private and public institutions covers restrictions, endowments, investment pool unitization, contributions, split interest gifts, capital assets, debt, functional expenses, and operating activities. Attendees receive a thorough explanation of Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) standards relevant to higher education institution, with an emphasis on financial reporting rules, sample statements and campus examples.

February 20, 2024

CPE Available: 5 Credits (Estimated)

The Bursar Fundamentals program is perfect for those new to the business office, student financial services, or the higher education workplace, or those who want a refresher on the core responsibilities of the student accounts area. Attendees will gain an understanding of financial aid, refunds, processing payments, collections, and customer service, including ways to communicate with students and financial literacy education. The program will conclude with a conversation on the trends student accounts staff should have their eyes on for the future.

CPE Available: 1.5 Credits in Finance

Even among those with years of higher education experience, endowments and how they work can be challenging to describe. Experts will explain the legal and governing structure of endowment funds and how they are managed to provide colleges, universities, and other nonprofit organizations with a steady and reliable source of funding over the long term. This session explores the basic structure of endowments and covers how they are managed to support current operations without shortchanging the future.

This session is part of the 2024 Endowment Leadership Series.

February 8–April 18, 2024

CPE Available: 9 Credits

In conjunction with the release of the 2023 NACUBO-Commonfund Study of Endowments and in celebration of the 50th anniversary of NACUBO’s endowment study, this biweekly series explores endowment fundamentals, tackles tough questions about asset management, and shares the latest information on key issues that affect endowment investing, spending, and management. Over the course of six sessions, thought leaders from leading investment companies, the higher education sector, and other stakeholders share their expertise on current trends and challenging topics.

CPE Available: 1.5 Credits in Specialized Knowledge

This session provides an overview of the results of the 2023 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. The 2023 NACUBO-Commonfund Study of Endowments, the 50th anniversary of NACUBO’s endowment study series, is expected to show that college and university endowments posted below average returns in fiscal year 2023. College and university chief investment officers and other panelists will look back at the investment returns, asset allocations, and other factors that influenced performance in FY23. Panelists will address the challenges of the financial market conditions they are facing in 2024 and beyond. They will also share the major highlights endowments have seen over the past 50 years.

This session is part of the 2024 Endowment Leadership Series.

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