Treasury Management Track
College Business Management Institute
University of Kentucky, Lexington, KY
July 27 - August 1, 2025
Registration Now Open
There is not a pre-requisite for the Treasury Management Track at CBMI. You may register for just this program.
For higher education treasury managers and staff members interested in treasury concepts, we are pleased to announce the Treasury Institute of Higher Education has partnered with the University of Kentucky's College Business Management Institute to provide a Treasury Management track within CBMI. The Treasury Track includes the following subject areas, totaling 24 hours of instruction:
- Treasury Management
- Fundamentals of Higher Education Investments
- Introduction to Capital Finance
- Advanced Capital Financing
- Asset/Liability Management and Long-Term Planning
- PCI Compliance and Trends in Higher Education Payments
- Current Issues & Trends in Strategic Treasury Management
- Current Hot Topics in Risk Management
- Third Party Risk Management
Participants may earn CPE credits for all courses. Details will be provided to attendees. Class size is limited & early registration is recommended.
Treasury Management Track Scholarships
There are a limited number of scholarships available to those enrolling in the Treasury Management Track. If interested, contact the CBMI team with your name, institution, and department before registering. Those selected for a scholarship will get a special code to register.
- Important Deadlines:
April 7, 2025: Registration OpensJune 27, 2025: Deadline for Cancellations (Registration refunded minus $50 processing fee)July 21, 2025: Registration Closes**The date registration closes is subject to change based on availability and facility space. 2024 sold out before this date!
Upon completion of the courses, participants will receive a Certificate of Completion from the Treasury Institute of Higher Education. Participants may complete all of the Treasury Track courses during one week of CBMI.
Participants enrolled in the Treasury Management Track program are eligible to enroll in optional CBMI “electives” during the times when Treasury Track courses are not offered; see Curriculum—Returning Participants for course options.
CBMI attendees who have completed the CBMI first-year curriculum may select Treasury Track courses as part of their 2nd year and/or 3rd-year program. Visit the CBMI Website for more details.
Meet the CBMI Treasury Management Track Faculty
Jon K. Speare
Treasury Institute
for Higher Education
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Susan I. Krauss
Treasury Institute for Higher Education
Al Rodack
Treasury Institute for Higher Education
Kevin Sisler
University of Kentucky
Eileen Byrne
Brailsford & Dunlavey
James Lock
J.P. Morgan
Congratulations to the Class of 2024!
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I truly learned a lot about the various roles of the Treasurer and enjoyed every minute of the Treasury Management Track program at CBMI. All the Treasury Institute faculty provided interesting, timely, and pertinent information. My best guess is that many faculty, staff, students, and constituents have no idea as to what the Treasury departments do on college campuses on a daily, weekly, monthly, or yearly basis. Kudos to you for establishing an important and excellent organization! I look forward to being a part of future programs.
Scott G. Kaplan, MBA, MEd, CFO, USC College of HRSM
Scott G. Kaplan, MBA, MEd, CFO, USC College of HRSM