September 29–30, 2025

CPE Available: Up to 7 Credits

This program 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 program is offered both in-person and online on separate dates.

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. While details for this month’s session are still being finalized, you can expect an informative update on the key issues shaping the higher education landscape.

Register now to reserve your spot and stay informed.

For NACUBO Members Only

In today’s rapidly changing landscape, higher education leaders, including presidents, boards, and cabinet-level administrators, are demanding greater volumes of data at greater speeds to inform strategies and decisions. How can data, budget, and finance professionals respond to requests for forecasting and scenario planning when there are so many unknowns? In this interactive webinar, you’ll practice strategies to cut through the noise to determine what data requests to prioritize, how to support leaders’ data literacy, and how to communicate data in an environment with so many uncertain variables.

This session is part of the 2025 Talk About Data and Analytics Series. Attendees will register separately for each session.

Sessions are not recorded.

Much media and other attention is paid to endowments and foundations that have more than $1 billion in assets. However, more than half the institutions that participated in the 2024 NACUBO-Commonfund Study of Endowments (NCSE) have assets under $250 million, and one quarter have funds of $100 million or less. Endowed funds at smaller institutions contribute to financial aid, research, and other important functions on campus. NACUBO and Commonfund’s 2025 Endowment Study Webinar Series explores findings from the NCSE and shares valuable insights and benchmarking data that focus on the unique roles and challenges facing these institutions as they leverage endowment funds to support their mission and students.

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

Historically Black institutions play a unique role in providing educational opportunities to African Americans and other traditionally disadvantaged students. Endowed funds at these institutions get very little attention, but they play a vital role in financial aid, research, and other important expenditures. NACUBO and Commonfund’s 2025 Endowment Study Webinar Series explores findings from the 2024 NACUBO-Commonfund Study of Endowments (NCSE) and shares valuable insights and benchmarking data that focus on the unique roles and challenges facing these institutions as they leverage endowment funds to support their mission and students.