February 9, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series
If endowments are not rainy-day funds, what are they? Experts will cover
how endowments are managed to provide colleges, universities, and other
nonprofit organizations with a steady and reliable source of funding
over the long term. In this session, explore the basic structure of
endowments and understand how they are managed to support current
operations without shortchanging the future.
This webcast is free for members. It is also part of the NACUBO Endowment Master Class Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.
This webcast is supported by Bank of America.
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. After participating in this program, you will be able to—
Compare the differences between in-house versus outsourced investment management
Explore current issues impacting endowments such as socially conscious investing
Recognize the long-term objectives of investment practices and policies
Understand why endowments are important for scholarships and student aid, university research, public service, and campus infrastructure
William Jarvis, managing director, market strategy and delivery executive, BofA Securities, Inc
Sue Menditto, senior director, accounting policy, NACUBO
Estimated 1 CPE Credit
CPE credit is not available for on-demand programs at this time.
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 www.nasbaregistry.org.
NACUBO thanks the following supporters of this event: