For NACUBO Members Only

Institutions are facing increasing financial pressures while seeking new revenue pathways to support long-term financial sustainability. Join us for an interactive discussion exploring how data and analytics can help institutions position alternative learning models—programs (e.g., microcredentials) focused on specific topics or skillsets—as contributors to financial resiliency. Experts will share perspectives on identifying opportunities, building effective business processes, and navigating common challenges. You’ll also have the opportunity to share experiences with peers, ask questions, and brainstorm new approaches that can support a more resilient institution.

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 for TADA sessions. 

This session is generously supported by TouchNet.

CPE Available: Up to 7.5 Credits

NACUBO’s 2026 Planning, Budgeting, and Analytics Forum offers strategies for higher education goal setting and resource management. Focusing on institutional planning, this must-attend event provides content to help business officers and their teams use data and allocate resources—including financial, facilities and infrastructure, and human resources—to support their institutions and students. 

This information-packed event will focus on innovative planning and budgeting practices, building and leveraging an analytics-enabled culture, advancing institutional mission and student success, and much more. 

This online event will live stream select, featured sessions from the live event in Coronado, CA (San Diego)

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.

Learning Objectives

After this webinar, you will be able to—

• Address common challenges and pitfalls
• Describe the requirements needed to complete the Form 1098-T
• Plan ways to streamline your institution’s reporting and communications processes

Your campus cannot achieve its mission if its operations are working against it. Aging infrastructure, rising costs, workforce shortages, and sustainability mandates are creating risks that touch every leader—from finance and academics to student life, technology, athletics, and advancement. Discover how leading institutions are using data, partnerships, and people-centered strategies to reduce risk, control costs, improve safety and service, and create a campus experience that inspires confidence. Leave with practical ways to turn operational pressure into measurable institutional advantage.

After this webinar, you will be able to:

• Apply analytics and benchmarking techniques to integrate facilities performance with financial and strategic planning.
• Develop cross-functional campus partnerships that enhance operational resilience and align with institutional mission.
• Implement workforce and sustainability strategies that optimize efficiency, ensure compliance, and promote long-term institutional stability.

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

For NACUBO Members Only

As artificial intelligence continues to bring new possibilities to higher education business and finance operations, how are you actively using AI to enhance your work and expertise? In this interactive session, you’ll explore how treating AI as a thought partner, rather than an independent solution, can help you enhance data, analytics, and decision-making workflows while maintaining ownership. You’ll also hear practical examples of ways AI is approached to help refresh existing processes. As always, you’ll have the opportunity to network with peers, brainstorm practical changes to your AI approach, and voice your thoughts and takeaways. 

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 for TADA sessions.