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2020 Endowment and Debt Management Forum

February 5-7 | Washington, D.C.


Pick up the latest information and strategies related to endowment performance and strategic debt management. Speakers will include well-known economists, global strategists, and chief investment officers sharing their thoughts on the current investment environment.

The program will touch on such important issues as:

  • current investment trends
  • regulatory and legislative actions
  • global trends and directions
Questions regarding this program, please contact Dana Neill or call 202.861.2559. 

Interested in Sponsoring or Exhibiting?

Email LaTosha McNeal or call 202.861.2582 for information on sponsorship or becoming an exhibitor. 

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


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.

Advanced registration ends on January 8, 2020.

Non-Member Corporate Advance Ends January 9, 2020


Member Member Advance Ends January 9, 2020


Non-Member Non-Member Advance Ends January 9, 2020


Member Member Regular Starts January 9, 2020


Non-Member Corporate Regular Starts January 9, 2020


Non-Member Non-Member Regular Starts January 9, 2020


Hotel & Travel Information

Rooms Rate

Single: $239.00

Double: $239.00

Phone Reservation:

Rates guaranteed until: 1/14/2019 (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. 

NACUBO invites you to submit a proposal to present at the Endowment and Debt Management Forum, February 5-7, 2020 in Washington, DC.
The Endowment and Debt Management Forum brings together campus and industry higher education financial management experts and offers an opportunity to share solutions, initiate provocative discussions, and highlight effective strategies that drive high performing financial results for NACUBO members.
We are seeking presentations addressing topics relating to how financial management can support the campus mission and encourage you to highlight your best thinking and your areas of expertise. The following list is illustrative of the types of topics the program committee is interested in - relevant topics not appearing on the list will be considered.
  • Governance, and how to develop and maintain an effective Investment Committee 
  • Tools for analysis, reporting and forecasting 
  • Responding to changing and increasing compliance requirements
  • Investing in a potentially rising interest rate environment
  • Selecting the appropriate debt instrument in a potentially rising interest rate environment
  • Trends, opportunities and strategies for alternative investments
  • Opportunities and cautions of off-shore investments
  • Holistic approaches to managing debt and investment
  • Ensuring a continuum of talent when working with outsourced CIO
  • Debt refinance including trigger points for refinancing
  • Improving performance with data analytics
  • Investing with diverse-owned firms and socially responsible investing
Some key considerations as you prepare your proposal:
  • Include as much detail as possible about the presentation.
  • Include 3 learning objectives or audience takeaways
  • Gear the presentation towards an audience at the intermediate to advanced level of understanding, rather than basic overviews. 
  • Focus on presenting the concept, rules, then ample time for application of scenarios to illustrate it. Include as much detail as possible about the presentation.
  • Breaking from the traditional seated panel is encouraged: facilitated discussions, polling exercises, segments incorporating small group discussion, etc.
  • Proposals from service providers must include at least one speaker from a college or university.

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.)




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