CBMI Treasury Track Description | The Treasury Institute

University of Kentucky 
Lexington, KY
July 23 - 27, 2023
Registration Now Open

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 SACUBO’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

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.* 

There is not a pre-requisite for the Treasury Management Track at CBMI. You may register for just this program.

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 Webiste for more details.

Treasury Management Track Scholarships

There are a limited number of Treasury Institute scholarships available to those enrolling in the Treasury Track when registering. 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. 

*Participants enrolled in the “Treasury 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. Participants may earn CPE credits for all courses. 