NACUBO online learning

Recordings

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.

 

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  • Recorded On: 09/04/2025
    Washington DC

    As Congress returns from the August recess, NACUBO’s experts will provide a timely update on the federal policy landscape and its implications for colleges and universities. September Hill meetings, ongoing FY26 appropriations negotiations, and new agency implementation efforts are shaping the months ahead. With a potential rescission package that could impact existing funding and looming deadlines for key regulatory rollouts, business officers must stay informed and actively engaged.

    This 60-minute webinar will break down the latest developments and provide actionable insights to support campus strategy and federal engagement.

    Attendees will:

    • Get an update on the status of FY26 appropriations and next steps. Review implications of a rescission package and its 45-day implementation window.
    • Hear insights from NACUBO’s September meetings with congressional offices and federal agencies.
    • Learn how indirect cost recovery advocacy through the FAIR Model and Joint Associations Group (JAG) is progressing.
    • Understand how institutions can continue engaging with lawmakers and agency officials this fall.
  • people collaborating around a table with documents and sticky notes

    Next Session: 07/09/2025

    Join us for a dynamic multi-session webinar series that explores the intersection of strategic finance and student success. Designed for higher education professionals, this series examines practical strategies and tools to align financial practices with student-centered outcomes. Each session will spotlight Student Success Hub resources, equipping attendees with actionable insights for implementation. Featuring real-world perspectives from institutional leaders, this series is essential for those seeking to enhance financial sustainability while driving student success.

  • Recorded On: 08/14/2025
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    Today’s colleges and universities face a dramatically shifting risk environment—marked by political volatility, regulatory upheaval, climate crises, cyber threats, and enrollment uncertainty. In this timely and thought-provoking session, attendees will explore the top emerging risks impacting higher education and learn how to proactively protect institutional finances, operations, and reputation.

    This session will present global and national risk data, and actionable strategies tailored for higher education leaders. Topics will include the impact of federal executive actions on institutional funding, the evolving insurance and markets landscape, crisis communication missteps, and the critical importance of risk management frameworks. 

    Participants will gain insights into how business officers and campus leaders can embed resilience across their institutions—through scenario planning, data-driven decision-making, risk financing strategies, and cross-functional collaboration.

    Presented By: 

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    Number of Recordings: 10

    NACUBO was excited to host the NACUBO 2025 Annual Meeting in the Washington, DC metro. Watch select session recordings to explore how we can amplify our voices within your team, your institution, and higher education through leadership, innovation, and collaboration.

    Recordings Available Through August 27, 2025

    • Main Stage – Presidential Perspectives
    • Main Stage – Breaking the Spell of High Conflict
    • Main Stage – Perspectives From the Media

    Recordings Available Through July 31, 2026 (Sale ends Jan 31, 2026)

    • Achieving Growth and Equitable Outcomes: Strategic Planning for the Future
    • Employee Disengagement and Mental Health Concerns Cost More Than You Think
    • Financial Risk Assessments and Outsourced Internal Audit
    • From Vision to Action: Integrated Planning and Finance for Student-Centered Transformation
    • How to Navigate Around the Demographic Cliff
    • Navigating Budget Model Shifts Between Centralized and RCM
    • Online Reputation ROIT: Fueling Tuition Advancement Revenue for Financial Sustainability


  • people consulting

    Number of Recordings: 4

    NACUBO Consulting offers free, 30-minute webinars throughout the year. Registration for this bundle provides access to recordings of past and future 2025 events, in one convenient location.

    Presented By:

    NACUBO Consulting
  • Recorded On: 05/29/2025
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    Recorded: 5/29/2025

    As student expectations and communication preferences evolve, colleges and universities must rethink how they engage with students about outstanding balances. With the implementation of the Consumer Financial Protection Bureau’s Regulation F, the landscape of financial communications has shifted toward more digital, consumer-friendly approaches. 

    This webinar will explore how institutions can apply lessons from the broader financial services industry to improve outreach and enhance student engagement while also supporting financial responsibility. Attorney Chad Echols will discuss the role of digital communication, data-informed strategies, and evolving consumer behavior in shaping effective student account practices. If your institution still relies on outdated outreach methods, this session will provide practical ideas for modernizing your approach in ways that align with today’s students.

  • Recorded On: 05/20/2025
    Washington DC

    In a rapidly evolving policy landscape, NACUBO policy experts will provide a timely update on federal funding negotiations, executive orders, and regulatory developments affecting higher education. Hear how recent federal actions—particularly the FY26 budget proposal and efforts in Congress to advance a comprehensive tax package—may reshape student aid, institutional operations, research funding, and the tax treatment of students, employees, and institutions.

    Proposals under consideration include significant cuts to campus-based aid programs, elimination of subsidized and Grad PLUS loans, new risk-sharing requirements, and potential changes to tax benefits and reporting obligations. As Congress moves forward with appropriations and tax legislation, the NACUBO team will break down what business officers need to know and offer actionable insights to help institutions prepare for financial and operational impacts in the months ahead.


  • Recorded On: 05/13/2025
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    In this presentation, attendees will gain insights into WKU's transition to a responsibility center management (RCM) budget model, the methodologies employed by the finance team in tuition revenue analysis and fee structuring, and the establishment of forward-looking financial plans. Presenters will share their processes and lessons learned along the way, as well as how these changes have enabled them to make data-driven decisions institution-wide to drive strong financial performance.

    Presented By:

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  • Recorded On: 04/29/2025
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    Given the current complex and ever-changing political landscape, colleges and universities cannot afford to sit back and wait to see what happens—they must proactively prepare. Huron and campus chief business officers will team up for a lively discussion that addresses governmental directives and threats. Brett Dalton, principal, and Rick Rohrbach, managing director, Huron, will present a framework designed to help institutions understand financial exposures and provide strategies to prioritize response efforts with agility as a key desired outcome.

    Also during the webinar, Lee Smith, managing director, Huron, will facilitate a discussion with Nichol Luoma, executive vice chancellor for administration and chief administrative officer, Washington University, and  Dr. Dan Layzell, vice president for finance and operations and treasurer,  University of Alabama. The three will share insights and recommendations for navigating today’s emerging challenges. You will learn the specific steps their institutions have taken as well as practical advice and examples that you can use as you work to tackle these same issues.     

    Presented By:

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  • Number of Recordings: 13

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    Watch online sessions from the 2025 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.

  • Recorded On: 04/09/2025
    Washington DC

    Join NACUBO's policy experts for a timely update on critical federal policy and regulatory issues impacting higher education. With a continuing resolution (CR) now in effect through September 30, and congressional action on budget resolutions and reconciliation underway, institutional leaders face ongoing funding uncertainty, new regulatory requirements, and shifts in federal priorities.

    In this 60-minute webinar on April 9, NACUBO's policy team will discuss recent developments in appropriations, budget processes, executive actions, and regulatory updates. Participants will gain actionable insights to navigate these evolving challenges effectively.

    Attendees will:

    • Understand the implications of the continuing resolution through September 30 and upcoming budget resolutions for higher education funding.
    • Analyze recent executive actions impacting colleges and universities.
    • Review key regulatory updates from federal agencies.
    • Learn advocacy strategies tailored for campus business officers to influence legislation on Capitol Hill.

    Presenters:

    • Liz Clark, Vice President, Policy and Research, NACUBO
    • Bryan Dickson, Director, Student Financial Services and Educational Programs, NACUBO
    • Ashley N. Jackson, Director, Government Affairs, NACUBO


  • Recorded On: 04/08/2025
    Washington DC

    This session is offered exclusively for business partners and corporate entities. 

    Uncertainty looms for higher education institutions navigating federal funding negotiations, executive orders, and regulatory changes. In this crucial 30-minute webinar, NACUBO’s vice president of policy and research, Liz Clark, will provide crucial updates on the latest developments affecting your work with colleges and universities.

    With the Trump administration continuing to issue executive orders and regulatory guidance, it’s vital for businesses to stay informed and prepared for the potential impacts on operations, budgets, and compliance requirements. This session will offer actionable insights and strategies to help your business navigate the changing higher education landscape.

    What You’ll Gain:

    • In-depth analysis of federal funding updates and key policy changes
    • Expert guidance on navigating executive orders and shifting regulations
    • Practical strategies to mitigate the impact of federal decisions on your business
  • Recorded On: 03/14/2025
    Washington DC

    In a rapidly evolving policy landscape, NACUBO’s experts will provide a timely update on federal funding negotiations, executive orders, and regulatory developments affecting higher education. As the March 14 appropriations deadline nears, uncertainty looms and institutional oversight questions abound as the Trump administration continues issuing executive orders and regulatory guidance affecting college operations. Business officers must be ready to navigate budget impacts, evolving regulations, and shifting federal priorities.

    This 60-minute webinar will break down key updates and provide actionable insights to help institutions prepare. Join NACUBO’s policy team for an in-depth discussion on these pressing issues.

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    Number of Recordings: 7

    In conjunction with the release of the 2024 NACUBO-Commonfund Study of Endowments, NACUBO again offered a series exploring endowment fundamentals in 2025. Over the course of seven webinars, thought leaders from leading investment companies, the higher education sector, and other stakeholders will shared their expertise on current trends and challenging topics. 

    This series includes seven webinars on the following topics. 

    • Fundamentals of College and Nonprofit Endowments 
    • Results From the 2024 NACUBO-Commonfund Study of Endowments
    • Challenges and Solutions: Operations, Governance, Endowments 
    • Nuts and Bolts of Endowment Management 
    • The Future of Data in Investment Management 
    • Why Endowment Size Should Not Dictate Your School’s Investment Approach
    • Using Mission-Aligned Endowment Benchmarks
  • Recorded On: 02/12/2025
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    Number of Recordings: 5

    The Bursar Fundamentals program is perfect for those new to the business office, student financial services, or the higher education workplace, or those who want a refresher on the core responsibilities of the student accounts area. Attendees will gain an understanding of financial aid, refunds, processing payments, collections, and customer service, including ways to communicate with students and financial literacy education. The program will conclude with a conversation on the trends student accounts staff should have their eyes on for the future.

    Supported By:

    TouchNet
  • Recorded On: 01/14/2025
    student shadows on staircase

    Over the last several years, a number of actions by the Biden administration, federal courts, and Supreme Court decisions have altered the landscape associated with the collection of student debt. Hear from a nationally known attorney specializing in student debt who provides a summary of those issues in a manner that is easy to understand for non-attorneys. Walk away with a better understanding of these developments to provide more confidence and competence as you negotiate decisions, policies, and student interactions with your accounts receivable operations.

  • Recorded On: 12/12/2024
    students sitting outside on campus

    Higher education institutions in the U.S. are facing increasing pressure to attract and retain students in today’s competitive landscape. Join Flywire and expert panelists from the University of Tennessee, Knoxville for a timely discussion on effective retention strategies and financial literacy tips to ensure a successful return to campus in the new year for you and your students.

    Presented By:

    Flywire
  • Recorded On: 11/06/2024
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    Number of Recordings: 3

    In this series of three webinars, communication expert and author Erica Barnhart promises to engage participants in their learning by working through real-world examples and self-assessments to create takeaways that are immediately actionable in everyday communication.

  • Recorded On: 12/02/2024
    hand swiping a credit card

    In today’s higher education landscape, campuses are more than just academic hubs—they're business ecosystems. Join a panel of experienced business officers as they discuss strategies to identify alternative revenue streams across campus. From on-campus vendors to campus organizations, discover how to maximize revenue while keeping operational costs in check. Learn best practices for managing campuswide commerce including e-commerce, in-person point-of-sale, and campus ID transactions that generate sustainable growth in a rapidly evolving market.

    Presented By:

    TouchNet
  • Recorded On: 11/14/2024
    people collaborating around a table with documents and sticky notes

    Number of Recordings: 3

    Join us for an insightful three-part webinar series designed to help higher education professionals enhance institutional effectiveness through the NACUBO Student Success Hub's innovative toolkits. Each session will explore the purpose and application of a specific toolkit—Data Ecosystem Assessment, Budget Builder for Grant Development and Sustainability, and Budget Equity Blueprint—providing practical strategies for implementation. Featuring firsthand insights from institutional leaders who played key roles in the development and testing of these tools, this series is a must-attend for those committed to advancing student success and financial sustainability.

  • Recorded On: 11/13/2024
    people consulting

    Number of Recordings: 6

    NACUBO Consulting offers free, 30-minute webinars throughout the year. Registration for this bundle provides access to recordings of 2024 events, in one convenient location.

    Presented By:

    NACUBO Consulting
  • Recorded On: 11/07/2024
    women in meeting discussing finance

    Not all commitments in higher education are financially sustainable, making it crucial for institutions to implement a robust tracking system to evaluate their impact effectively. Join us to learn how Montana State University has successfully enhanced its commitment planning process by categorizing commitments and tracking them by funding source, leading to more informed and strategic decision-making.

    Presented By:

    Syntellis - Now Part of Strata
  • Recorded On: 10/24/2024
    students walking in a university hall

    This webinar provides an overview of the changes in average discounting rates during the 2022–23 and 2023–24 academic years and provides more details about the pricing and enrollment strategies private colleges have considered to deal rising student financial need and other factors. The panelists will discuss the complex factors that go into new tuition discounting, enrollment, and financial aid strategies, and provide their early assessment of how strategies might need to change due to the Supreme Court’s actions.

  • Recorded On: 10/17/2024
    individuals around tax form

    This webinar reviews the importance of information reporting, recommendations for completing the IRS Form 1098-T, best practices for collecting taxpayer identification numbers, and guidance on responding to IRS penalty notices. The information covered is helpful to beginners and serve as a refresher to campus staff with experience preparing 1098-T forms.

  • Recorded On: 09/27/2024
    campus protest

    Student activism is expected to rise this fall, and preparedness for campus unrest requires the attention of an institution’s cabinet, including the chief business officer. During this webinar, Kara D. Freeman, NACUBO president and CEO, discusses with speakers the scope of the First Amendment, categories of unprotected speech, and practical considerations as they relate to Title VI of the Civil Rights Act of 1964. Due diligence in preparation, including review of institutional policies and clearly communicating them to students, faculty, and campus constituencies, is crucial.

  • Recorded On: 09/25/2024
    black women leading collaborative meeting

    Business officers are faced with competing complex challenges from staffing challenges to economic instability, rising costs, and budget constraints. Join Oakland Community College and Euna Solutions as they delve into how institutions can implement their strategic plans through their budget, streamline workflows, and create departmental collaboration to improve strategic outcomes.

    Presented By:

    Euna Solutions
  • Recorded On: 09/19/2024
    man looking at automated graph on laptop

    In this webinar, panelists discuss planning for change before, during, and after implementation of cloud-based technologies—and recommended practices for addressing challenges along the way. Panelists dive deep into the importance of transition plans, transparency, incremental training, and effective communication with stakeholders.