The Treasury Institute 2020 Workshop | The Treasury Institute

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.

Treasury Symposium 2022
What’s Next – Resiliency and Transformative Change
January 30 - February 2

The Treasury Institute for Higher Education is hosting Treasury Symposium 2022 in Savannah Georgia this January.  We are all thrilled to finally get everyone back together and go beyond this year’s virtual existence.  The success of Treasury Symposium is about networking and benefiting from being with our peers. The Institute is committed to getting us back to where we were, and moving forward.  This summer, the Program Committee is working on a curriculum focused on treasury management in our “new world".  More than ever, you need to be a participant.

See you in Savannah! 
- Jon K. Speare, Executive Director

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.

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.

Tax-Exempt Bond Compliance Conference

The Conference provides a comprehensive view of the requirements of compliance as an issuer of Higher Education tax-exempt bonds. Course material and discussion range from the very basics of a compliance program to the complexities of managing third-party use.

CBMI Treasury Track

This week-long Treasury Management program focuses on treasury concepts for Higher Education treasury managers and staff and is offered as part of SACUBO’s College Business Management Institute.

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
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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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