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Treasury Management Track

College Business Management Institute

University of Kentucky, Lexington, KY

Check back in the Spring for 2025 program details.
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 Operating Investments
  • Fundamentals of Endowment Investments
  • Introduction to Capital Finance
  • Advanced Capital Financing
  • Financial Asset & Liability Management
  • Stewardship of Gift Funds
  • PCI Compliance
  • Current Issues & Trends in Strategic Treasury Management
Treasury Management Track Scholarships
There are a limited number of scholarships available to those enrolling in the Treasury Management Track. Scholarships will be awarded on a first come, first served basis. If interested, email the CBMI team at cbmi@uky.edu with your name, institution, and department before registering. Those selected for a scholarship will get a special code to register.
Participants may earn CPE credits for all courses. Details will be provided to attendees.
  • Class size is limited & early registration is recommended.
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
Susan I. Krauss
Treasury Institute for Higher Education
Al Rodack
Ohio Dominican University (ret.)
Kevin Sisler
University of Kentucky
Eileen Byrne
Brailsford & Dunlavey
James Lock
J.P. Morgan
Congratulations to the Class of 2024!
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
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.