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Business Officer Magazine


News about how your association is a resource for you

What Lies Ahead for Endowment Managers?

At NACUBO's Endowment Management Forum (EMF), Feb. 6–8, 2013, in New York City, expert speakers and panelists from the financial and endowment management industry will present sessions around the meeting theme, "Buy What, Sell What, Spend What?" Along with fellow institutional managers, they will focus on the problems and opportunities confronting endowment managers in today's volatile global economic environment.

Featured speakers include:

  • Charles Ellis, author and lecturer, Applecore Partners.
  • A.B. Stoddard, associate editor of The Hill, frequent MSNBC and Fox contributor, who will provide insights into the postelection Washington scene.
  • Mark Zandi, chief economist of Moody's Analytics, who often comments for the media on global and national economic conditions.
  • Pamela Meyer, author of LieSpotting (St. Martin's Press, 2010).


Programming includes (1) a panel discussion on issues facing CFOs and CIOs, as endowments continue to play a growing institutional budgeting and management role; (2) roundtable workshops, organized according to institutional endowment size and allowing participants to share problems and solutions via facilitated discussions; and (3) a series of corporate showcase presentations (five in all) slated for Wednesday, Feb. 6, examining issues relevant to the endowment management community.

The forum is designed for the broad spectrum of professionals managing institutional endowments, including chief financial officers, chief investment officers, board members, and the staffs that provide vital support. To register or obtain more information, go to or call 800.462.4916.  

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Watch for These Events in February, March

If you're looking for updates on unrelated business income or accounting and the latest in student financial services, these events scheduled for February and March in NACUBO's professional development lineup are likely to fit your needs. Here's what's coming soon.

2013 Unrelated Business Income Tax

This workshop, to be held February 20–22 in Orlando, will help attendees understand federal tax rules on unrelated business income (UBI). Campus tax experts will discuss ways to apply the fundamental concepts of UBI and identify potential UBI-generating activities.

Ideal for CFOs, controllers, assistant controllers, auxiliary services managers, tax counsel, and tax managers, the event will help attendees learn ways to engage campus colleagues in limiting the institution's UBIT exposure, and provide tools such as checklists and forms to streamline processes. Attendees will also hear the latest IRS developments and interpretations on UBI matters, and will discover how to identify and manage UBIT, applying their knowledge in small-group case studies.

Facilities and Administrative Rates-Long Form

This workshop, to be held March 4–6 in Denver, is essential for those new to the long-form methodology or for those who need to gain a better understanding about sponsored-research cost accounting. The program provides an overview of cost accounting and essentials of developing and allocating facilities and administrative (indirect costs) required by the Office of Management and Budget Circular A-21. Participants also learn the fundamentals of cost pools, proposal preparation, rate negotiation, and audit considerations.

Other topics include base cost development, department administrative expenses, operation and maintenance costs, fringe benefits, space, depreciation, libraries, service and recharge centers, cost sharing, unallowable costs, direct costs, and regulatory updates. 

Attendees have the opportunity to interact with colleagues, discuss strategies with experienced faculty members, and review a case study for in-depth learning.

Student Financial Services Conference

Here's an opportunity for attendees to learn new strategies and best practices at NACUBO's Student Financial Services Conference, to be held March 10–12, 2013, in Austin. This popular conference will kick off with a session on learning about personal strengths and finding out how best to use that information to maintain healthy relationships. To make the most of this session, attendees will have the opportunity to complete Gallup Inc.'s StrengthsFinder 2.0 assessment prior to the conference.

General session speaker Pamela Meyer, a certified fraud examiner and author of the bestselling book LieSpotting (St. Martin's Griffin, 2010), will discuss ways to help attendees spot lies, find the truth, and build trust. 

At the concurrent sessions, attendees will learn how to build collaboration between the financial aid and student accounts offices. They can find out how an institution works around campus, along with local high school counselors, to educate families on tuition payment, and also gain a better understanding of data security and PCI compliance. Numerous panel discussions will provide updates on the Consumer Financial Protection Bureau and the U.S. Department of Veterans Affairs.

As always, there will be plenty of opportunities to network with colleagues, including representatives of more than 35 companies providing services to student financial services offices.

Optional Workshops and a Virtual Event

For those new to student financial services or for those who just want a refresher, the Bursar Fundamentals program on March 10 provides a comprehensive look at the role of the bursar on campuses—large and small. Back by popular demand is the updated Legal Aspects of Collections postconference workshop on March 12. Attorney Chad Echols will explain bankruptcy laws in a fun and engaging way. You will learn tools and sample language to help assist in the collections processes.

Portions of the 2013 conference will be available online. Virtual "attendees" will have the opportunity to chat online with presenters, making this a valuable resource for those who are unable to attend the event in Austin.

To register for these events or for more information, visit or call 800.462.4916.

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