ELS26: Endowment Leadership Series Capstone: Advanced Issues and Practical Applications

Live Event: 03/12/2026 at 2:00 PM (EDT)

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- Member - $89
- Non-member - $149
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This session will bring together concepts addressed throughout the Endowment Leadership Series and offer a deeper content dive. Expected topics include spending, borrowing from endowment funds, large withdrawals from board designated funds functioning as endowments, approaches for honoring donor wishes that are no longer applicable, financial statement disclosures and other endowment communications, governance, and administrative and fund tracking considerations.

After this webinar, you will be able to—

Explain how governance impacts strategic and operational objectives

Contrast true endowment versus quasi endowment management

Develop communication techniques for explaining the value of your endowment

Understand legal parameters that affect the use of endowment funds

Recording

This webinar will be recorded. Registrants will receive an email when the recording is available

CPE Available: 1 Credit in Specialized Knowledge

Each individual must register and attend separately to earn credit.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

Event Information

Level: Intermediate
Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
Advanced Preparation: None
Delivery Mode: Group internet based
Field of Study: Specialized Knowledge
Length: 60 minutes

Steps to Earn CPE Credit

You can only earn credit for attending the session live. CPE credit cannot be earned for watching the recordings.

To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:

Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session.
Submit the CPE check-out code displayed at the end of the session.
Download your CPE certificate.

You have until 5 pm Eastern Time on March 13, 2026, to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

Liz Clark

Vice President, Policy and Research

NACUBO

Liz LaPolt Clark is vice president for policy and research at NACUBO and a member of the NACUBO executive leadership group. She has been widely quoted in the press and is a sought-after speaker on how Washington politics and federal policies impact higher education. Clark got her start on Capitol Hill opening Cornell University's first Washington, DC-based federal relations office. Also in her career, she has led federal affairs for the State University of New York (SUNY) System and for Oregon State University. At NACUBO, she heads the team responsible for analysis of federal regulatory and legislative actions, research, and communications.