NACUBO records almost all live online events and makes the recordings available for up to one year after the original event date. After registering, you will have access to the recording for one year. CPE credit is not available for recordings at this time.
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. You can expect an informative update on the key issues shaping the higher education landscape.
Register now to reserve your spot and stay informed.
Enterprise risk is a growing priority for higher education leaders. Join Marsh and Moody’s for a focused discussion of the pressures reshaping the sector, including enrollment challenges, policy uncertainty, international student trends, and financial headwinds.
Moody’s will highlight the key stresses affecting colleges and universities and what they mean for ratings and outlooks. Marsh will show how an enterprise risk model helps institutions take a more integrated view of risk, sharpen strategy, and strengthen investment and governance decisions.
This Partner Webinar is created by Marsh and offered free for members thanks to their generous support.
NACUBO and Commonfund’s 2026 Endowment Study Webinar Series explores findings from the 2025 NACUBO-Commonfund Study of Endowments (NCSE) for three key constituencies - institutions with smaller endowments, minority-serving institutions (msi), and community colleges. Each webinar will share 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.
It is time for community college endowments to be counted! Community colleges educate more than four million students—more than one quarter of all undergraduates in the U.S. Yet, the vital role that community college endowments and foundations play in supporting these students is often ignored.
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.
NACUBO and Commonfund’s 2026 Endowment Study Webinar Series explores findings from the 2025 NACUBO-Commonfund Study of Endowments (NCSE) for three key constituencies - institutions with smaller endowments, minority-serving institutions (msi), and community colleges. Each webinar will share 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.
It is time for msi endowments to be counted! These colleges and universities play a unique role in providing educational opportunities to African Americans, Latinos, and other historically 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.
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
12 Videos Recorded October 5–7, 2026 in Coronado, CA
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 recording package features select sessions from the live event which took place in Coronado, CA (San Diego).
NACUBO and Commonfund’s 2026 Endowment Study Webinar Series explores findings from the 2025 NACUBO-Commonfund Study of Endowments (NCSE) for three key constituencies - institutions with smaller endowments, minority-serving institutions (MSIs),community colleges. Each webinar will share 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.
It is time for small institution endowments to be counted! Much media and other attention is paid to endowments and foundations that have more than $1 billion in assets. However, more than half of the institutions that participated in the 2025 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.
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. You can expect an informative update on the key issues shaping the higher education landscape.
Register now to reserve your spot and stay informed.
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. You can expect an informative update on the key issues shaping the higher education landscape.
This update will include a brief overview of the policy and political outlook and a deeper focus on the administration’s proposed revisions to the Uniform Guidance. Speakers will discuss what campuses should consider as the proposed October 1, 2026 implementation deadline approaches and address the outlook for congressional or judicial intervention.
Register now to reserve your spot and stay informed.
NACUBO Consulting offers free, 30-minute webinars throughout the year. Registration for this bundle provides access to recordings of past and future 2026 events, in one convenient location.
Higher education institutions are facing sustained financial pressure, making it more important than ever for finance leaders to rethink how they plan, allocate resources, and support institutional strategy.
This session explores two foundational concepts that can help institutions build greater financial resilience: fixed-versus-variable cost analysis and all-funds planning. Learn how these approaches can help protect margins, improve financial visibility, unlock liquidity, and better align resources with institutional priorities in an environment of constrained revenue.
You'll gain a practical framework for understanding your institution's true cost behavior, connecting every fund to strategic goals, and equipping your board, provost, and cabinet with the financial insights needed to make informed decisions. Discover how leading institutions are moving beyond annual budgeting toward more agile, strategy-driven financial planning.
This Partner Webinar is created by Strata Decision Technology and offered free for members thanks to their generous support.
NACUBO was excited to host the NACUBO 2026 Annual Meeting in Anaheim, CA. Watch select session recordings to explore how we can keep institutional missions front of mind–both on campus and to the public–while weathering challenges and reinforcing the value of higher education.
Recordings listed below are available for viewing through July 31, 2027 unless otherwise noted. Sale of recordings ends January 31, 2027.
Main Stage Recordings
Welcome to the NACUBO 2026 Annual Meeting
Sustaining Momentum: The Energy to Keep Going(available through Sept. 17, 2026)
Award Recognitions and Remarks From NACUBO President and CEO Kara Freeman
Mission Meets Moment: Leading Higher Education Through Disruption and Opportunity
Board Leadership Transition and Remarks
Concurrent Session Recordings
Benchmarking the Numbers: Linking Staffing Intensity and Service Quality to Strategic Outcomes
From RCM to Reset: Ho Rebuilding Your Budget Model Can Restore Alignment, Trust, and Financial Stability
Hot Issues in Federal Grant Management
International Enrollment Growth Options: Three Publics Share Business Perspectives
Navigating Rating Agency and Investor Expectations in Higher Education
The AI Investment Decision: Build, Buy, or Shared Services?
Transforming the Higher Education Operating Model
When Severe Weather Strikes: Financial and Operational Readiness
Explore how Rutgers University–Newark is advancing student success through cross-functional, data-informed strategies. In this webinar, Institutional leaders will discuss their rationale for leveraging NACUBO Student Success Hub resources and the realities of accessing, aligning, and interpreting data across campus systems. Attendees will gain practical insights on navigating similar challenges and using integrated data to support more informed decisions around program sustainability, resource allocation, and long-term student success.
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. You can expect an informative update on the key issues shaping the higher education landscape.
Register now to reserve your spot and stay informed.
In this webinar, leaders from the University of Lynchburg are partnering to launch a new program that helps students apply agentic AI in ways that complement their educational experience. The session will explore how finance and academic leadership can work together to support innovation, workforce readiness, and measurable student success. Participants will hear how Lynchburg is approaching investment, implementation, and responsible AI use while keeping student outcomes and institutional sustainability at the center.
CPE Available: Up to Seven (7) Credits in Information Technology
Who Should Attend
AI4AIS is designed for higher education professionals involved in business and operational leadership, including chief business officers, budget and finance leaders, tax and accounting professionals, human resources and payroll leaders, student financial services professionals, institutional research and analytics staff, and others engaged in strategic planning and operational decision-making.
What You’ll Explore
Across multiple sessions, participants will hear directly from fellow business officers and campus leaders where they will examine higher education business and operations use cases of AI, such as:
Budgeting, forecasting, and financial modeling
Automating business processes such as procurement, payroll, and HR
Supporting compliance, audit, and risk monitoring
Improving data use and predictive analytics for enrollment, retention, and revenue management
Capital planning, facilities optimization, and addressing deferred maintenance
Informing strategic and financial planning
Student-facing self-service technologies, including chatbots
The series will also address broader leadership and organizational considerations, such as:
Building an institution-wide AI strategy
Governance models for ethical and responsible AI use
Measuring and communicating return on investment
The impact of AI on business office roles and staffing models
Designing reskilling and upskilling opportunities for staff
Cybersecurity risks in AI systems
Collaborating across campus during AI planning and implementation
Session Dates (2–3 pm ET)
Week One: May 12 and 14
Week Two: May 19 and 21
Week Three: May 26, 27, and 28
The NACUBO 2026 Actionable Insights for Artificial Intelligence Series is generously supported by:
Artificial intelligence is rapidly changing how higher education institutions manage finances, operations, data, and strategy. The Actionable Insights for AI Series (AI4AIS) is NACUBO’s new multi-session online professional development experience designed specifically for higher education business officers who are navigating the opportunities—and responsibilities—of AI adoption.
The NACUBO 2026 Actionable Insights for Artificial Intelligence Series was generously supported by:
Many institutions view Perkins liquidation as the inevitable end point of the program. But deciding when and how to liquidate, or whether to pursue assignment or continued servicing, requires more than a compliance checklist. Moving too quickly can introduce unexpected administrative, operational, and financial burdens, particularly if institutions are not fully prepared from a documentation or staffing perspective.
This webinar focuses on the decision process, not the technical steps. Panelists will walk through the key considerations before declaring intent to liquidate, including portfolio characteristics, servicing and staffing capacity, documentation readiness, timelines, financial statement implications, and financial aid office coordination. Participants will gain a clearer framework for sequencing decisions and aligning stakeholders across accounting and student financial services. Attendees should consider having a copy of their institution’s FISAP on hand to follow along with the discussion.
As AI adoption grows across higher education, institutions are grappling with questions about workforce development, strategy, and value. This session will highlight findings from a recent survey on AI's impact on work in higher education. Panelists will discuss a range of findings from the data, including the need for ups killing and staff development, how institutions are thinking about the return on AI investments, and the opportunities AI may offer to support the campus workforce.
The conversation about AI in higher ed is no longer happening around student accounts — it's starting to happen within it. For the first time, there's data that tells the story of this community specifically: where adoption actually stands, what's working, what's holding teams back, and where the early wins are showing up.
This webinar debuts findings from the first survey dedicated exclusively to AI in tuition billing, payments, and collections. The picture is nuanced: most departments are still in early stages, FERPA and privacy remain top concerns, and policy clarity is a work in progress. But the winds are shifting — leadership attention is growing, team conversations about AI are becoming more common, and the offices that moved early are starting to see measurable results in response times, staff capacity, and student experience. The gap between early movers and everyone else is beginning to open up.
Beyond the data, the session draws on hard-won perspective from institutions on the leading edge, where the real differentiators have proven to be mindset and momentum — not budget or technical resources. The key lessons: find your internal champions, reframe AI as a new resource rather than a threat, and start with the tools and vendor licenses you already have.
This is the moment to get informed, get aligned, and get moving.
This Partner Webinar is created by Meadow and offered free for members thanks to their generous support.
Budget season doesn’t end with a balanced plan—it ends when your Board and Finance Committee clearly understand it, support it, and feel confident in the path forward.
In this practical webinar, finance leaders will share approaches for presenting budgets and multi-year financial plans in ways that support alignment and informed decision-making. Learn how to move beyond reporting numbers to communicating a clear financial story—one that highlights assumptions, tradeoffs, and scenario implications in language your Board understands.
You’ll come away with practical presentation frameworks, examples from institutions applying these approaches in their budgeting processes, and ideas for building confidence in your financial plan before the vote ever happens.
This Partner Webinar is created by Strata Decision Technology and offered free for members thanks to their generous support.
With stopouts impacting both students and the institutions they invest in at greater numbers than ever, campuses are being forced to revisit and evaluate how they plan for, react to, and assist students when faced with the need to take time away from their studies. This session will explore the various reasons why students are being forced to consider temporary leaves as well strategies to help support students impacted or considering a potential stop out. Historically, a stopout or withdrawal was seen as a roadblock to success however with the right strategies and tools in place, campuses can redefine this experience into one of positivity and successful outcomes.
After this webinar, you will be able to–
Understand the various reasons impacting student enrollment and what drives stopouts, including a quantitative breakdown.
Be able to identify and list solutions that campuses are initiating to support students considering a stopout–before, during, and after.
Learn what peer campuses have implemented to better assist students who incur a stopout as part of their enrollment management strategies.
This Partner Webinar is created by GradGuard and offered free for members thanks to their generous support
This event for advanced-level accounting and finance professionals offers the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions.
The program features plenary speakers as well as smaller sessions to address special topics.
Roundtable exchanges—broken out by managerial and technical topics of interest to all types of institutions—allow participants to share ideas.
This forum serves as both an annual update and future outlook where participants hear and engage in discussions on timely subjects impacting the higher education community.
Watch online sessions from the 2026 Higher Education Accounting Forum and get the latest information on trends and best practices in financial accounting and reporting, managerial analysis, and leadership issues for all types of institutions. This event for advanced-level accounting and finance professionals serves as both an annual update and future outlook where participants hear discussions on timely subjects impacting the higher education community.
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. You can expect an informative update on the key issues shaping the higher education landscape.
Register now to reserve your spot and stay informed.
Join NACUBO for an engaging webinar on the benefits and practical uses of the IPEDS Peer Benchmarking Dashboards—one of the toolkits within the Student Success Hub. Based on today’s evolving higher education landscape, this session will highlight how institutions can use the dashboards to compare performance with peer and aspirational institutions, identify trends, and support data-informed decision-making. Speakers will share perspectives on how the toolkit can help institutions navigate current challenges, strengthen institutional effectiveness, and advance student success through meaningful peer-based insights.
Nine Sessions Recorded: February 17-March 12, 2026
In conjunction with the release of the highly influential 2025 NACUBO-Commonfund Study of Endowments, NACUBO will again offer a robust, online series diving deep into key endowment topics. Over the course of nine webinars, thought leaders from leading investment companies and higher education will share their expertise on current trends and challenging topics. This series is designed to be all-encompassing endowment education—from the basics to advanced, nuanced management questions. Participants will leave with insights into how to effectively manage their institution’s portfolio—and ideas for where to go next.
Fundamentals of College and Nonprofit Endowments
Results From the 2025 NACUBO-Commonfund Study of Endowments
Refining the Endowment Model
The New Regime in Endowment Portfolios
Rethinking Endowment Liquidity in a Changing-Rate Environment
Governance That Works: Leading Endowments Through Uncertainty
Advanced Topics in Endowment Investment Management
Tools for Strategic Funds Management: Collaboration, Innovation, and Automation
Endowment Leadership Series Capstone: Advanced Issues and Practical Applications
Tuition payment plans are a critical tool for supporting affordability and cash flow in higher education—but they also introduce unique compliance considerations. From fee structures to timing, disclosures, and audit readiness, institutions must ensure payment plan policies and processes align with regulatory requirements.
Join TouchNet compliance experts to explore best practices for administering tuition payment plans while keeping compliance top of mind. Attendees will gain insight into common risk areas, key regulations affecting payment plans, and practical approaches for maintaining transparency, consistency, and control across payment plan workflows.
Learning Objectives:
Identify common compliance risks and key regulations affecting tuition payment plans
Assess how payment plan structures, timing, and disclosures impact institutional compliance
Leverage best-practice criteria to review tuition payment plan design for consistency, transparency, and compliance
This Partner Webinar is created by TouchNet and offered free for members thanks to their generous support.
This session provides an overview of the results of the 2025 NACUBO-Commonfund Study of Endowments, the most comprehensive analysis of endowment investment returns, asset allocations, and governance policies and practices at U.S. higher education institutions and affiliated foundations.
The 2025 NACUBO-Commonfund Study of Endowments is expected to show that college and university endowments posted overall positive returns in fiscal year 2025. However, returns varied greatly by endowment size, institution type, and other dimensions. In addition, the prospect for continuing changes to higher education policy at the federal level, along with growing needs to increase spending from endowments to support student financial aid and other important purposes, will likely bring even more pressure to postsecondary institutions. The returns also come as campus leaders are facing rising inflation and increasing calls for controlling college costs.
College and university chief investment officers and other panelists will look back at the investment returns, asset allocations, and other factors that influenced performance in FY25. Panelists will address the challenges of the financial market conditions they are facing in 2026 and beyond.
After this webinar, you will be able to—
Compare your institution’s FY25 investment results against national averages by endowment size and institution type
Recognize differences in returns, spending rates, and spending policies by endowment sizes and asset class
Appraise the market and policy challenges in FY26 and beyond
Supported By:
This webinar is part of the 2026 Endowment Leadership Series. You may register for this webinar on its own, or register for the series.
