NACUBO 2024 Annual Meeting (Online)

NACUBO 2024 Annual Meeting (Online)

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July 22-23, 2024

NACUBO is excited to host the NACUBO 2024 Annual Meeting in Chicago, and we are offering an online version of the meeting for anyone unable to travel and participate in person. Attend online to explore how you can elevate your impact on your team, your institution, and higher education through leadership, innovation, and collaboration.

Want to attend onsite in Chicago? Go to the in-person NACUBO 2024 Annual Meeting.


All online sessions will be recorded, except for the Main Stage with Chuck Todd.

Registrants will receive an email when the recordings are available.


NACUBO thanks the following supporters of this event:

Diamond Level

Aramark Collegiate Hospitality Chartwells Higher Ed GrantThornton TIAA

Platinum Level

CLA Ellucian Huron Paymerang Sodexo Campus

Silver Level

Aws Logo BakerTilly Crewcial Partners Deloitte Mauve
OneStream Segal TouchNet Whiting-Turner

Bronze Level

Accenture Ameresco BMO Harris Centrica Business Solutions EY-Parthenon
FORVIS INTO University Partnerships Johnson Controls Moss Adams Plante Moran
Protiviti Syntellis TD Bank United Educators

CPE Available: 8 Credits

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

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
  • Fields of Study: Business Law, Finance, Information Technology, Management Services, Personal Development, Personnel/Human Resources, Specialized Knowledge 
  • Length: 6 session blocks at 60 to 75 minutes each

Steps to Earn CPE Credit

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

To earn CPE credit, click the session name under the Schedule tab. On that session page, 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 Wednesday, July 24 to complete these three steps or report technology issues with this site to

For more detailed instructions, review the CPE Instructions page.

  • Live Event: 07/22/2024 at 9:30 AM (EDT)

    Amy Cuddy will delve into how we can become more present, influential, compassionate, and satisfied in our professional and personal lives. She offers a special focus on the power of prejudice; nonverbal behavior; the delicate balance of trustworthiness and strength; and the ways in which we can affect our own thoughts, performance, and well-being.

  • Live Event: 07/22/2024 at 11:15 AM (EDT)

    Demand for mental health and wellness services has been growing rapidly on many college campuses, and finding the resources to meet the growing need has been challenging. Mindful College Connections is a Lilly endowment-funded shared-resource consortium formed by DePauw University, Rose-Hulman Institute of Technology, and St. Mary of the Woods College. It was created to enhance the capacity of member institutions for providing high-quality, cost-effective mental health care services. Speakers will discuss the process for establishing the consortium, its structure, and preliminary outcomes data. Participants will be able to assess whether a similar approach makes sense for their institution.

  • Live Event: 07/22/2024 at 11:15 AM (EDT)

    As their roles on campus continued to expand, chief business officers (CBOs) from institutions in the Big 12 collaborated to create a Higher Education Scorecard. The strategic tool is a master list of key initiatives to document the critical decisions and projects that need to be explored so their institutions can be efficient and effective in achieving their missions. The Big 12 CBOs now leverage the Scorecard to assess their institution’s performance and proactively chart their course forward. This session will share the process the Big 12 CBOs took to create the Scorecard and the ways they intend to maintain it as future higher education trends emerge. It will also include advice on how attendees can implement the Scorecard at their own institutions.

  • Live Event: 07/22/2024 at 3:15 PM (EDT)

    This session will highlight the pressing issue of the childcare crisis and the innovative solutions that universities can offer as significant landowners. With the end of ARPA funding, the gap in accessible and affordable childcare options impacts both employee engagement and organizational talent retention. This discussion will focus on the potential of university-owned land in addressing these challenges, offering insights into enhancing workforce stability and overall satisfaction through strategic land use.

  • Live Event: 07/22/2024 at 3:15 PM (EDT)

    This session will explain the benefits of passive investing and how an endowment can be constructed entirely with exchange traded funds (ETF). The speakers will cover the goals and objectives of the investment process, the determination of asset classes, how ETFs can enhance an actively managed portfolio, and the impact of fees on investment returns. To illustrate the passive investment process, they’ll also share five sample portfolios and compare their annualized returns to the 2023 NACUBO-Commonfund Study of Endowments for the past 1-, 3-, 5- and 10-year periods.

  • Live Event: 07/22/2024 at 5:00 PM (EDT)

    One of the media’s most trusted voices, Chuck Todd will offer razor-sharp analysis of the political landscape in the run-up to the 2024 election. He’ll interpret the most pressing issues facing the country and offer his insight and analysis into Washington politics and what we can expect in 2025 and beyond. It will be a truly informative experience! (This session will not be recorded, per contract.)

  • Live Event: 07/23/2024 at 9:30 AM (EDT)

    Transitioning to a modern, cloud-based ERP has many benefits. However, to realize these benefits, colleges and universities must navigate cultural, organizational, and technical challenges. In this panel discussion, finance leaders from three public institutions will examine the challenges they faced—and how they addressed them—before, during, and after their cloud transformation projects. Panelists will also share the benefits they realized at the end of their efforts, including money and time saved, employee experiences enhanced, and simplified IT infrastructure.

  • Live Event: 07/23/2024 at 9:30 AM (EDT)

    Join campus legal counsel for a discussion of current legal issues and challenges of interest to business officers.

  • Live Event: 07/23/2024 at 11:15 AM (EDT)

    While colleges and universities enter thousands of contracts each year, many haven’t established a policy or educated staff to guide employees responsible for contracting. The good news is that clear campus contracting policies and procedures can protect colleges and universities from many claims and unexpected liabilities. In this session, learn how to recognize common contracting pitfalls to ensure your institution does not face contractual problems and inadvertently assume responsibility for these preventable losses.

  • Live Event: 07/23/2024 at 11:15 AM (EDT)

    This session will share how to navigate complex labor-management relationships as faculty, staff, and student unionization grow. Learn about the many unique aspects of labor relations and how they impact higher education—the nature of the institution (e.g., public or private), location of the institution, rights afforded via State Law, rights extended to student workers, work stoppages, and the associated costs. Early awareness and strategic financial planning will lead to healthier relationships, more robust contingency planning, and better negotiation frameworks. Panelists will offer experienced views and practical advice focused on approaches to collaborative labor relations and how effectively managing and implementing all aspects of collective bargaining is critical.