ABACC Endowment Study Deep Dive
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7/11/2018
When: July 11, 2018
1:00 pm - 2:30 pm
Where: Association of Business Administrators of Christian Colleges


Online registration is closed.
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We will review and discuss what your peers are doing in the area of endowment fund management and take a deeper dive into the ABACC Data Warehouse to discover:

  • Who has endowment funds and who doesn’t;
  • The most common endowment spending policies;
  • Who has Investment Policy Statements and who doesn’t;
  • How your endowment asset allocations stack up against your peers;
  • And more.

We’ll analyze these statistics and other significant data points related to endowment management and spending policy from the ABACC Endowment Survey. 

Learning Objectives - Attendees will be able to:

  • Apply best practice endowment spending policies from the ABACC universe and beyond;
  • Compare peer endowment asset allocations;
  • Include UPMIFA regulations in your endowment policy;
  • Rate the benefits of an investment policy;
  • Assess the fees/costs associated with endowment investment management.

CPE Credits Sponsor

CPE Credits:

NASBA 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.learningmarket.org.

  • Delivery Method: Group-Internet-Based
  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • CPE Credits: 1.5
  • Field of Study: Finance
  • Complaint Resolution Policy

Registration:

  • Members - FREE
  • CPE Processing Fee - $15.00