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

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large withdrawals from board designated funds functioning as endowments, approaches for honoring donor wishes that are no longer applicable, financial statement disclosures and other endowment communications, governance, and administrative and fund tracking considerations.   

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:

1. 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. 
2. Submit the CPE check-out code displayed at the end of the session. 
3. 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.

In an evolving financial landscape where institutions find themselves with little financial flexibility, how can advancement teams collaborate with business officers and legal counsel to maximize the use of restricted resources? Panelists will share practical approaches for both loosening fund restrictions and leveraging restricted and internally committed balances to address financial needs. They will also cover effective strategies to engage stakeholders in deploying underutilized funds, developing contingency plans, and lessening the financial impact of recent federal directives. This session will conclude with a discussion on innovative uses of AI that can help ensure fund deployment aligns with donor intent and enhances institutional financial resilience.  

After this webinar, you will be able to— 

• Identify the root causes for underutilization of restricted funds 

• Apply best practices for managing restricted funds to ensure compliance, optimize financial resources, and build long-term institutional resilience 

• Determine how AI tools can assist the efficient deployment of restricted funds 

CPE Available: 1 Credit in Finance

This webinar is part of the 2026 Endowment Leadership Series. You can register for this webinar on its own or register for the series.