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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.
Kelli D. Shomaker, ChairThe Treasury Institute for Higher Education

Letter from the Chair

It is hard to believe it has been six months since we were together in Orlando at Treasury Symposium! Or, that the Fall semester is just around the corner. As such, I wanted to update everyone on some of the things happening at The Treasury Institute for Higher Education. This year’s Treasury Symposium held at Lake Buena Vista Florida celebrated the Institute’s 25th Symposium, a significant milestone for all participants involved in our history. What began as a concept to bring financial strategic discussions to higher education, has grown to become a foundation for senior financial officers to share practitioner-driven content that connects people, ideas, and solutions. Read More

Treasury Listserv

  • Over the past several years, higher education treasury managers have utilized a Treasury Listserv facilitated by the University of Cincinnati. This important tool has helped treasury managers address current challenges and share solutions throughout our higher education community. The Treasury Institute for Higher Education has been asked to help promote and assist in administrating the Listserv in order to broaden the community and increase the level of discussion. Only participants with .edu addresses are allowed on the Listserv. The Treasury Institute for Higher Education will continue to support the Listserv and all participants sharing best practices as part of our mission to connect people, ideas and solutions. If you have questions or trouble requesting access, contact us using the button above. If you are interested in joining the Treasury Listserv:
1. Create a new message from the .edu email account you want to use to subscribe.2. In the subject line and message body enter the keyword "subscribe" followed by the list name, and then your name (put a space in between each of the three pieces of information) To: Listserv@listserv.uc.eduSubject: Subscribe TREASHIGHERED Your NameBody of email: Subscribe TREASHIGHERED Your Name 3. Do not include any other information in the body of the email.

Treasury Symposium 2026

Treasury at a Turning Point: Navigating a New Frontier San Antonio, Texas January 25-28, 2026

Register Here

College Business Management Institute Treasury Management Track

July 27 - August 1, 2025 at the University of Kentucky, Lexington, KY Registration closes July 21 or when all spots are filled. Learn 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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The Payments Academy
The Payments Academy Confernece explores payments challenges facing Higher Education institutions and how they can achieve and maintain compliance while addressing the evolving payments landscape.
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CBMI Treasury Management
The Treasury Management 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.
Learn More

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

    In late July I attended the College Business Management Institute (CBMI), which is celebrating it's 70th Anniversary. This week-long event is hosted by the beautiful facilities at the University of Kentucky. It was a wonderful conference which was rich in classroom time. The instructing faculty were some of the most intelligent finance professionals I have come across during my time in higher education. The attendees were also rich in experience and so many meaningful connections were made. The program I chose focused on Higher Education Treasury Management- specifically endowment and operating investments, resource allocation, capital financing, asset/debt management, and compliance. I'm thankful for the support of Vanderbilt while chasing after this opportunity. I'm looking forward to taking the tools and theories CBMI has provided back to my role with Vanderbilt!
    Samuel Gilliam, Vanderbilt University
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  • What people are saying about their experience with the Treasury Institute

    I attended my first Treasury Symposium in 2012 after joining higher education only three months prior. Not only was I impressed with the tremendous knowledge shared by the faculty and sponsors, but I was also blown away by the networking and willingness of other schools to share their experiences and best practices. I’ve attended each year since! The content is always relevant, timely, and well presented. The opportunity to network with treasury folks from other institutions is truly one of the most valuable parts of attending Symposium. Connecting with the various sponsors is easy to do given the networking breaks and the events often hosted by sponsors in the evenings. Whether you’re new to higher education treasury, as I was during my first Symposium, or you’re a more seasoned veteran, everyone who attends will benefit from the industry expertise and networking available.
    Susan V. Slinkard, University of Arkansas
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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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Alliance Partners

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 organization, in no small part due to the commitment of its partners.