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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.

Treasury Symposium 2021

January 25-29, 2021
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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

    If we think about how the world has changed over the last 20 years with technology, the Institute has been a center point of making people aware and training them to the changes that are take place today as well as preparing them for the evolution that will unfold in the future.
    Michael Strauss, The Treasury Insitute for Higher Education
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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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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.
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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.
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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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