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Bridging Governance and Administration Series

On-Demand | Originally Broadcast on January 18–February 1, 2022

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An institution’s senior business leaders often have substantial and critical relationships with members of their Boards of Trustees and the board’s members of the relevant finance and business committees.  This special relationship requires superior skill in turning data into information and explaining the intricacies of a complex non-profit organization to individuals who are largely from the for-profit world.

Additionally, the institution’s Chief Business Officer (CBO) reports directly to the President and is often called upon to represent the president’s direction in board committee meetings and during asides at social functions. As fiduciary, the finance chair and board members play a pivotal role in ensuring the institution is well managed and operates within its financial means, ensuring enough net margin for strategic growth investments and reserves to weather turbulent times. To achieve these objectives and solidify their partnerships, CBOs, Budget Directors, Controllers, Risk Managers and others spend a great deal of their time supporting board activities and interests.

This series on Governance and Administration seeks to provide practical tips and strategies to improve work and outcomes with boards particularly on topics linked to finance, audit, and risk.

Register for the complete series or individual sessions.

How to Access the Recordings

After you register, you will navigate to your NACUBO classroom to access the recordings.

Endowment Management Webcast 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. After participating in this program, you will be able to—

  • Consider ways to integrate strategic plans with outcomes and financial projections
  • Develop strategies for communicating strategic priorities and how to invest to produce outcomes
  • Discuss ways to use a dashboard to understand risk, focus board discussions, and keep boards up to date
  • Identify new ways to use data to keep the board informed of trends
  • Recognize the importance of building strong relationships among board members to help reach institutional goals
  • Understand best practices linked to cabinet and board communications
  • Understand trends likely to impact higher education

CPE Information

There are no CPEs offered for this event.

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


Registration Assistance: 877.797.7698 or

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NACUBO thanks the following supporters of this event:



Click each session title to find the full details or to register for that session a la carte. If you'd like to register for multiple sessions, simply add one to your cart, then return to this page to add others before you check out.


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February 10, 2023 | 1–1:30 pm ET | Online