CPE Credit Guidelines

Commonfund 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 addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA sponsor number: 103497.

Forum 2020 is a Group Live Event with a maximum of 12.6* CPE credits to be earned in the field of “Specialized Knowledge – Technical.” One credit is earned for every 50 minutes of class time. No advance preparation is required. (*number of credits subject to change based on agenda topics and schedule)

Course Objectives

This intermediate level program will explore investment and governance issues relevant to long-term investors. Commonfund Forum is designed to provoke discussion and debate on investment trends and governance issues that will help you make informed decisions for your institution. Prerequisites for this conference are a basic knowledge of financial and investment terms, along with a background in finance and/or nonprofit endowment management.

Learning Objectives

Upon completion, participants will be able to: identify the signals long-term investors should be looking for to guide portfolio policies, understand the liquidity premium and assess the different strategies they can use to take advantage of it; differentiate and understand the dynamics of the various private capital strategies and what makes them successful; determine how ESG can add or subtract to/from their institution’s portfolio; evaluate what skilled private capital managers can bring to portfolio companies in select emerging markets around the world that add value and capture risk adjusted returns; assess how women CIOs are transforming investment stewardship; examine how AI is changing the investment industry and what is means for the future; evaluate the features that characterize a model “unconstrained portfolio” version of investing – focusing specifically on how this construct is positioned versus today’s economic backdrop and capital markets.

Application Process

Participants will manage CPE submission via the Commonfund Forum App. Participants must “check-in” to sessions and evaluate sessions through the App. Participants must also submit a signed application. Upon completion of a CPE review, an email will be sent to applicants with instructions on how to access their electronic certificate of completion within their App profile.

Additional details will be distributed to those interested in collecting CPE credits. Participants must complete the application process by April 15, 2020. Certificates will be processed within four weeks after the event.

For all attendees applying for CPE credits, NASBA requires us to verify your attendance for each session. Participants applying for CPE credits are required check into each session with a unique code via the Commonfund Forum App. Verification codes will be distributed at each session.

Commonfund appreciates your cooperation in following NASBA’s guidelines, so that we may continue to offer CPE credits at future events. To ensure compliance with NASBA standards for the reporting and record retention of CPE credits, Commonfund adheres to the following:

    • Applicants must complete the application process by April 15, 2020.
    • Applicants must track attendance and complete session evaluations via the Commonfund Forum App.
    • Certificates will be issued upon verification of attendance with completed submission records.
    • Credits will not be offered for private meetings, general meals, or other sessions that may fall into the category of entertainment, reporting or product updates.
    • Records of attendee participation will be kept for five years after the event.

Questions?

For more information regarding administrative policies, such as cancellations or complaints, please contact Tiffany Mendes at forum@commonfund.org.