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

March 8, 2022 | Online | 1–2:15 pm ET | Part of the Endowment Leadership Series

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Fiscal 2020 and 2021 have 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, consultants, and investment policy statements, and discuss strategies for effective
communication with other board members, administrators, and other stakeholders.
Learning Objectives:
  • Understand guiding principles, basic structures, and legal requirements of endowments.
  • Define expectations and alleviate frustrations with staff and consultants.
  • Develop strategies for communicating investment committee outcomes to others.
This webcast is part of the Endowment Leaders 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 Workshop


No prerequisites and/or advance preparation required.

Customer Support

For technical support visit our line: Webcast Help Guide

Technical Requirements

Software/Browser Requirements

  • Windows 7 / 10
  • Adobe Acrobat
  • Flash Player

WindowsFlash Player

CPE Information

Estimated 1.5 CPE Credits

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

Cancellation Policies

Member Standard Ends March 8, 2022


Non-Member Standard Ends March 8, 2022



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