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June 2017

Participate in the 2017 Tax Forum

Where is Congress headed with tax reform and how will it affect my institution? How are other universities addressing graduate student payroll issues? What’s the latest news from IRS on the treatment of faculty housing? These and many other questions are typically explored at this annual gathering of intermediate- to advanced-level campus tax professionals. The Tax Forum offers the latest information on issues and best practices in higher education tax compliance and administration. Plan to attend this year’s program, October 22–24, at the Hilton Portland and Executive Tower, Portland, Ore.

This forum serves as both an annual update and future outlook. It will feature plenary speakers as well as smaller sessions to address special topics. Past forums have addressed issues related to IRS audits, executive compensation, treatment of fringe benefits, scholarships and fellowships, reporting and withholding for nonresident aliens, mitigating tax risks of international activities, bonds compliance, and charitable gifts.

Networking opportunities are woven throughout the program to bring together participants from comparable institutions to share ideas and solutions.

Registrants for the 2017 Tax Forum will receive a $100 discount for the Global Operations Forum, which immediately follows the Tax Forum.

For more information, visit the NACUBO website and click on “Events and Programs.”

Support for Small Schools

The recent conference, Big Opportunities for Small Institutions, held by NACUBO, focused on the challenges facing small institutions. The program’s objective was to provide participants with the support and direction that they need to effectively engage their governing boards and campus leaders. The goal: to evaluate the full potential of their respective institutions.

Topics from the program include:

The recorded program, which includes program materials, is available for purchase. To learn more, visit the “Distance Learning” page at

Webcasts Address Financial Analysis, Results of 2016 TDS

In the recent webcast Update to Strategic Financial Analysis in Higher Education, 7th Edition: Corrections and Clarifications, the authors discussed critical changes that have occurred in financial reporting and management for private and public institutions since 2010—when the 7th edition was first published. Speakers shared insights about measurements used to assess an institution’s financial health and addressed common misapplications of financial elements used to calculate key ratios.

Participants gained an understanding about the impact of pension liabilities on debt ratings for public institutions and how changes in analysis by rating agencies can affect higher education.

In another webcast, Results of the 2016 NACUBO Tuition Discounting Study, panelists examined the findings from the most recent tuition discounting study, which was published in May. The annual study provides the most recent trend data on tuition discounting and net tuition revenue.

Speakers discussed the tuition discounting approaches implemented by CBOs to increase net tuition revenue, as well as the complexity of factors that affect new tuition discounting, enrollment, and financial aid strategies. Attendees learned about strategies that CBOs, chief enrollment officers, trustees, and other campus leaders have utilized to solve the revenue challenges being brought on by rising financial aid expenses.

Read more about the 2016 NACUBO Tuition Discounting Study.

These webcasts will be available on demand for one year from their original air date. For more information and to register, visit the “Distance Learning” page at

Submit a Proposal for EDMF

Advance the conversation and gain visibility for the work that you and your institution are doing by submitting a proposal to present content to the NACUBO audience.

We are seeking compelling presentations that offer in-depth and practical treatment of current issues facing colleges and universities for the Endowment and Debt Management Forum to be held Feb. 7–9, 2018, in New York City.

We invite you to propose a session that is relevant, innovative, and useful. Share your approach, knowledge, and experience, focusing on strategies and tactics that will resonate with a higher education audience. Take advantage of the opportunity to advance the conversation, network with colleagues, and highlight best practices.

For more details, including topics of particular interest and submission guidelines for each program, visit and click “Submit Content,” under the “About NACUBO” tab.

Professional Development