Design the Right Endowment Spending Policy for Your School

Learn how you can reimagine your school's endowment.

Schools learned from 2020 that having the right spending policy in place is critical to their long-term success. Join Armanino’s Kathy Ferguson and Bryan Vencill as they team up with endowment experts John Griffith and Catherine Lee Clarke from Hirtle Callaghan and Whitney L. Johnson from the Ensworth School to discuss how to design a spending policy that meets your school’s mission. We'll also explore case studies of how different schools approach endowment spending as a tool to maximize their financial flexibility.

Learning Objectives

• Explain spending methodologies
• Assess the impact of spending policy on endowments
• Examine the alignment of asset allocation and spending policy
• Review actionable solutions to move forward.

Speakers

• Kathy Ferguson, Senior Manager, Armanino
• Bryan Vencill, Partner, Armanino
• John Griffith, Director and Endowment Specialist, Hirtle Callaghan & Co
• Catherine Lee Clarke, Investment Officer, Callaghan & Co
• Whitney L. Johnson, Director of Finance and Operations, Ensworth School