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Distance Learning
Distance Learning

NACUBO Live! Results of the 2017 NACUBO-Commonfund Study of Endowments

Thursday, February 8, 2018 9:10 AM ET


Live Broadcast from the Endowment and Debt Management Forum in New York City

Join us on Thursday, February 8th at 9:10am ET for a live broadcast from the 2018 Endowment and Debt Management Forum. The session, Results from the 2017 NACUBO-Commonfund Study of Endowments (NCSE), will provide an overview of the results of the annual survey. Panelists will look back at the challenges endowment managers faced in fiscal 2017 and review the strategies that institutions used to confront volatile market conditions during the year. Speakers will provide a preview of the challenges that investment pros and chief business officers will face in fiscal 2018 and beyond.
Please note: This session is complimentary to the participants of the 2017 NCSE. For more details, contact the NACUBO research team at

What You Will Learn

After participating in this program, you will be able to:

  • Compare your institution’s FY17 investment returns against national averages by endowment size and institution type.
  • Recognize the asset allocation strategies that produced the highest returns during the year.
  • Appraise the challenges and opportunities in the investment climate of 2018.
  • Report on the various governance challenges that you may need to meet to reach your institution’s endowment goals.
  • Express knowledge of the emerging investment strategies for FY18 and beyond.

Meet the Presenters

  • Ken Redd, director of research and policy analysis, NACUBO
  • Tom Heck, chief investment officer, Ball State University Foundation
  • John Griswold, executive director, Commonfund Institute
  • Michelle Matis, vice president and chief financial officer, Valencia College Foundation

Who Should Attend    

  • Chief business officers
  • Chief investment officers
  • Accountants
  • Controllers
  • Budget directors
  • Vice Presidents of finance

Course Information

  • Course Level: Intermediate
  • Course Type:  Group internet based training
  • CPE Field of Study: Finance 
  • Length: 60 minutes
  • Prerequisites: none
  • CPE Credits: 1 (each person must register individually to earn CPEs)


Member Site Registration: $99.00
Site Registration: $170.00


Viewing a Program

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  • Click My Distance Learning Programs under the My Professional Development Section
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  • The webcast will open in a new window

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Technical Requirements

Software/Browser Requirements

  • Windows XP/Vista/7
  • Windows Media Player 10,11 or 12
  • Adobe Acrobat Reader 7.0 or later
  • Flash Player 10.x

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CPE Information

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: