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Events and Programs
Events and Programs

2018 Endowment and Debt Management Forum

February 7-9, 2018
New York Marriott Marquis
New York, NY

Register Now


Jeremy Bass
Managing Director
Edie F. Behr
Vice President-Senior Credit Officer
Moody's Investors Service
David Carson
Vice President of Business Services
Flagler College
Linda Fan
Managing Partner
The Yuba Group, LLC
Libby George
Director of Investments
North Carolina State University
John Griffith
Vice President
Hirtle, Callaghan & Co.
Thomas W Herbert
Senior Vice President for Advancement & President of the MU Foundation Board
Miami University
Edward L. Jennings
Tax Director
University of Michigan
Ann Kaplan
Director, VSE Survey and Data Miner
Council for Aid to Education
Nikki Wellmann Kraus
Managing Director, Global Head of Client Development
Strategic Investment Group
Nancy Lazar
Cornerstone Management
Mary Peloquin-Dodd
Associate Vice Chancellor for Finance and University Treasurer
North Carolina State University
Ken Redd
Director, Research & Policy Analysis
Brandon Rosenbluth
Director of Client Services
Lindy Sherwood
Managing Director
Kaspick & Company, LLC
Beverly Daniel Tatum

Craig Woody
Vice Chancellor, Business & Financial Affairs
University of Denver

Program Overview

2018 Endowment and Debt Management Forum
February 7-9, 2018

Fees (Early bird ends 1/10/2018)

  • Member Advance Registration: $795.00
  • Non-Member Advance Registration: $1,350.00

Estimated CPEs:14



Graystone Consulting Logo

John W. Bristol & Co., Inc. Investment Management

Northern Trust

Payment Options

For online registration NACUBO only accepts Visa, Mastercard, and American Express.

Visa | MasterCard | American Express

To pay by check or purchase order
please use our
mail-in registration forms

For further information regarding administrative policies such as refunds, cancellations, and complaints:


Registration Policy

Cancellation Policy

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:

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