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Handle With Care: Endowment and Governing Fundamentals for Effective Investment Committees

March 9, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series

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Economic Sustainability Leadership
2020 has tested all aspects of endowment management: College leaders and board members faced a volatile market, students and faculty clamored for larger endowment payouts, and some are dealing with underwater investments. During this session, endowment investment and governance experts will review guiding principles of endowments, strengthen your understanding of investment committee membership expectations, help you understand the roles of staff and consultants, and discuss strategies for effective communication with other board members, administrators, and other stakeholders.
This webcast is 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

Endowment Management Webcast

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—

  • Define expectations and alleviate frustrations with staff and consultants
  • Develop strategies for communicating investment committee outcomes to others
  • Understand guiding principles, basic structures, and legal requirements of endowments

Who Should Attend

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

Meet The Presenters

  • Susan Whealler Johnston, president and chief executive officer, NACUBO

CPE Information

Estimated 1 CPE Credit

Note: each individual must register to earn CPE credit.

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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Registration assistance: 877.797.7698 or

Cancellation Policies

Member Standard Ends May 19, 2021


Non-Member Standard Ends May 19, 2021



2021 Intermediate Accounting and Reporting

January 26-28 | See Schedule for Full Session Details | All Sessions Times are Eastern

Financial Responsibility: Crossing the Finish Line

February 4, 2021 | 1–2:40pm ET

NACUBO Endowment Master Class Series

February 9–May 18, 2021 | 1:00 - 2:00pm ET | See Schedule for Full Session Details