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 Management Track

For Higher Education Treasury Managers and Staff members interested in Treasury Concepts we are pleased to announce that the Treasury Institute of Higher Education has partnered with SACUBO’s College Business Management Institute to provide a “Treasury Management” track within CBMI. CBMI attendees may select Treasury Track courses as part of their 2nd year and/or 3rd-year program.The Treasury Track includes these subject areas, totaling 20 hours of instruction:

Treasury Concepts
Fundamentals of Higher Education Investments 
Stewardship of Gift Funds 
Financial Asset and Liability Management
Introduction to Capital Finance 
Advanced Capital Financing 
PCI Compliance 

2021 PCI DSS Workshop

June 15 - 17, 2021

The Evolution of Payments and Compliance

The PCI DSS Virtual Workshop 2021 will focus on preparing for PCI DSS v4.0 and will introduce new sessions about other current and upcoming payment methods.

In the last 15 years payments have moved rapidly from cash to electronic, from a low perceived risk to a clear and present threat. As schools adapt to changing environmental and consumer demands they must be keenly aware of the compliance and risk mitigation measure surrounding the evolving payments landscape. What was once simple has become diverse and complicated. 
How have PCI payment channels evolved?
What risks do these evolving payment methods carry for PCI DSS? 
 What are the preferred payment methods of students, parents, and the general public? 
How can schools adopt and integrate these into existing systems and processes?
What should we be preparing for in the future?
What is changing with PCI DSS v4.0? 

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
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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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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