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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. 

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 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. 

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

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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