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2020 Endowment and Debt Management Forum

February 5-7 | Washington, D.C.


The Mayflower Hotel

The forum brings together chief finance, business, and investment officers to share solutions and hone skills related to endowment performance and strategic debt management. Each year we provide the latest information on the key issues that may affect your endowment and debt management strategies. Speakers will include well-known thought leaders sharing their views on the current investment environment.

The program will touch on such important issues as:

  • Current investment trends
  • Tactics for effective portfolio management
  • Impact of regulatory and legislative actions
  • Donor relations and changes in philanthropy
  • Using data and analytics to improve processes 
  • Effectively communicating with constituents
Questions regarding this program, please contact Dana Neill or call 202.861.2559

Finance Workshop

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Compare insights into inflation and determine its possible impact on your endowment
  • Discuss major, difficult financial issues and assess how they may impact your campus
  • Identify better ways to communicate with your boards and committees

Who Should Attend

  • Chief Financial Officers
  • Endowment Chief Investment Officers
  • Institutional Treasurers
  • Investment and Finance Committee Board members
  • Professional Endowment Fund Managers


No prerequisites and/or advance preparation required.

CPE Information

Receive Estimated 12 CPE Credits

An estimated 12 credits will be awarded for this group live event. CPE credits can be earned in the following categories: Finance, Management Services, Specialized Knowledge. The course level is intermediate to advanced.

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


The registration fee covers the attendance for one person and includes session admittance, breakfasts, lunch, refreshment breaks, and reception as specified by the program schedule, as well as access to program materials.

Non-Member Corporate Early Ended January 8, 2020


Member Institution Early Ended January 8, 2020


Non-Member Institution Early Ended January 8, 2020


Member Institution Regular Ended February 8, 2020


Non-Member Corporate Regular Ended February 8, 2020


Non-Member Institution Regular Ended February 8, 2020



Day 1

Show Full Day

Day 2

Show Full Day

Day 3

Show Full Day

Hotel & Travel Information

Rooms Rate

Single: $239.00

Double: $239.00

Phone Reservation:

Rates guaranteed until: 1/14/2020 (subject to availability)

The Mayflower Hotel is a capital classic, a landmark hotel that brings timeless elegance, integrity and contemporary style to its role as a vibrant social hub – a Washington, D.C. original since 1925. Exactly like nothing else, the Mayflower Hotel in the collection has been selected for its quality, bold originality, rich character and uncommon details.


Call for Proposals

For questions about submitting content, please contact Jeanne Cure.

The call for proposals is now closed. Deadline was August 19, 2019.

Guidelines for Submission

  • Proposals may be submitted at any time until Monday, August 19, 2019 – 5:00 p.m. ET.
  • Submission of a proposal does not guarantee participation in the program.
  • Each proposal must have at least one presenter from a NACUBO member institution.
  • Any abstract that does not include a presenter from a college or university will be considered incomplete and will not be accepted.
  • Do not list co-presenters without definite commitment that the co-presenter will be on the program. The co-presenter(s) must agree to all the terms and conditions for participation. Accepted proposals will not be assigned a specific speaking time until 2 months prior to the meeting.
  • Accepted presentations will be notified by October 21, 2019.
  • Speakers must complete an acceptance form in order to be confirmed for a session. All speakers will receive an official confirmation letter.
  • NACUBO reserves the right to revise presentation titles or edit the session description of selected presentations for NACUBO promotional and program publications.
  • Selected presenters are responsible for all expenses incurred in conjunction with the NACUBO 2020 Endowment and Debt Management Forum including housing and travel, and any additional logistical expenses (audio/visual rental beyond the standard setup, phone or internet connections, decorations, etc.).


NACUBO 2020 Virtual Annual Meeting

July 13–17, 2020 | See Schedule Below for Full Program Details | All Times Eastern | Sessions 60 Minutes Unless Otherwise Noted

NACUBO 2020 New Business Officers (NBO) Virtual Program

Each Friday in August 2020 | See Schedule for Session Times