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Connecting People, Ideas, and Solutions Within the Higher Education Treasury and Finance Community

with program content designed around practitioners, benefitting practitioners, and led by practitioners.
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Treasury Symposium 2023

January 8-11, 2023

Treasury’s Strategic Playbook – Opportunities in a Turbulent Environment

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PCI DSS Workshop 2023

May 7-10, 2023

The Workshop will be held at the Westin Indianapolis in Indianapolis, IN. Additional information will be available in the Fall.
Chris Malins

Letter from the Chair of

The Treasury Institute for Higher Education

As we come to the end of fiscal year 2022 and look forward to a new year, I wanted to share some updates on what has been happening with the Treasury Institute for Higher Education (the “Institute”). Over the past two years, all of us have gone from normal day-to-day operations to an ever evolving, new normal of both virtual and in-person interactions. We are pleased that the Institute was able to continue its mission and deliver programs both virtually and in-person to our community during this time of uncertainty. Read More

Programs

Treasury Symposium
The Treasury Symposium curriculum is designed to stimulate thought leadership and provide "best of breed" ideas from leading practitioners, academic leaders, and innovative experts.
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PCI DSS Workshop
The Workshop explores the unique PCI compliance challenges facing Higher Education institutions and how institutions can achieve and maintain compliance. It is geared toward business, financial, or IT managers responsible for PCI DSS.
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CBMI Treasury Track
The Treasury Track offers a treasury concepts program for higher education treasury managers and staff members. Key topics include fundamentals of higher education investments, stewardship of gift funds, financial asset and liability management.
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  • What people are saying about their experience with the Treasury Institute

    Over my 40-year career, with 25 of those in Treasury, I’ve attended various educational seminars at least annually. I have found the Treasury Institute's to be the most relevant of those seminars to my current position as Treasurer of a large public University. The subject matters are timely, relevant, presented well, collaborative, sometimes entertaining, and always useful. I’ve confidently implemented several treasury operations process improvements generated from the ideas shared.
    Dan Wilson, University of Colorado
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  • What people are saying about their experience with the Treasury Institute

    Over my 40-year career, with 25 of those in Treasury, I’ve attended various educational seminars at least annually. I have found the Treasury Institute's to be the most relevant of those seminars to my current position as Treasurer of a large public University. The subject matters are timely, relevant, presented well, collaborative, sometimes entertaining, and always useful. I’ve confidently implemented several treasury operations process improvements generated from the ideas shared.
    Dan Wilson, University of Colorado
    share your experience

  • What people are saying about their experience with the Treasury Institute

    I see the Annual Treasury Symposium both sustain and grow in value to attendees and the industry overall. There continues to be tremendous change in payment technology, fintech innovation, and as well as broad industry transformation. This changing landscape presents finance leaders with opportunities to transform their institutions. Given this outlook, the Treasury Symposium has the opportunity to be the place for those critical discussion and collaboration opportunities.
    James F. Lock III, J.P. Morgan Chase & Co.
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  • WHAT PEOPLE ARE SAYING ABOUT THEIR EXPERIENCE WITH THE TREASURY INSTITUTE

    I feel fortunate to have the resources of the Treasury Institute for Higher Education available to me and my staff at Michigan State University. The Treasury Concepts program was a good introduction to treasury activities in higher education and the annual symposium provided my staff and me with regular updates and the opportunity to share ideas with colleagues from across the nation. The Tax Exempt Bond Conference provided a forum like no other for sharing of information across universities, investment bankers, bond counsel and rating agencies. Last but not least, the DSS-PCI Workshops were extremely helpful in a rapidly changing regulatory environment. Thank you for all that you do for higher education treasury professionals. .
    Mark P. Haas, Vice President for Finance and Treasurer Michigan State University
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Alliances

Thought leadership alliances have been established with the Association of Financial Professionals (AFP) and the National Association of College and University Business Officers (NACUBO). Together the Executive Directors, Board of Directors, Alliance Partners, and Supporters ensure that the Institute serves as a valuable educational resource for treasury professionals within higher education.
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The Treasury Institute for Higher Education exists as an independent 501(c)3 institution, in no small part due to the commitment of its partners.