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 2022 is a Group Live Event with a maximum of 13.2* 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; identify ways to best position portfolios for long-term success, given the uncertainty in the markets post-COVID; differentiate and understand the dynamics of the various private capital strategies and what makes them successful; identify the key governance factors that can contribute to the better investment performance of their portfolios; determine how risk optimization can minimize drawdown and assist endowment portfolios in the recovery from such drawdowns more quickly; identify current opportunities in niche private credit markets and how they can add alpha; how to most effectively allocate to sustainable investments and how these strategies can add or subtract to/from their institution’s portfolio; highlight three key factors that investment committees should be prioritizing to explain differences in performance over the long term; evaluate the importance of diversity and how committing to adding more diversity to one’s institution and board requires committed leadership from the top of the organization and alignment with the organization’s values and practices; examine the United States’ role in the world today as one of the most powerful and politically divided nations in comparison to China, Russia and Germany and how we can recover from the unrest in the past year; assess the opportunities and challenges facing global real estate today and looking forward; analyze how an investment in Venture Capital is an opportunity for long-term investors and what it can add to a portfolio; illustrate how investment stewardship is changing and how to prepare your organization to adapt accordingly; discuss  how we can tap the intelligence that exists beyond our brains—in our bodies, our surroundings, and our relationships to effectively lead our organizations into perpetuity; describe the importance of secondaries and the value that they can add to your portfolio; and recognize how we can work together to make the world more inclusive, sustainable, and innovative in order to tackle concrete problems from the digital divide, to health pandemics, to our polluted cities.

Application Process

Participants will manage CPE submission via the Commonfund Forum App. Participants must “check-in” to sessions and submit session evaluations 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, 2022. 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, 2022
  • 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 Delevante at forum@commonfund.org.