The Board of Directors, Staff, and Program Committee Members are dedicated to making this new virtual program responsive to the needs of College and University administrators. Specifically, this program is targeted to higher education, tax-exempt bonds. Participants who benefit from this program include debt managers on campus, treasury staff, chief financial officers, and any other professionals on campus who want to enhance their familiarity with the compliance requirements of tax-exempt bonds. It will also provide an opportunity for other staff to learn the basics of bonds, how to plan for the issuance of bonds, the major players in bond markets, and the actual issuance and compliance responsibilities associated with tax-exempt debt. By the end of the five-course sequence, attendees will understand the basic requirements in this unusual sector with a heavy emphasis on business activities. The Treasury Institute for Higher Education, as its mission, rests heavily on practitioner-led education and this new program is no different.
Live Webinar Schedule
All live sessions are held 1:00 - 2:30 pm Eastern Time
Session 1: Bond Basics: September 15, 2026
Featured Speakers: Chris Malins, Vice President of Finance and Business Affairs/CFO, Seattle University Brian Frankel, Managing Director Head of Higher Education & Not-for-Profit Finance Group, StifelSession 2: Gearing up to Issue: October 13, 2026 Session 3: Issuing the Debt: November 10, 2026Session 4: Post-Issuance Compliance Part 1: December 8, 2026Session 5: Post-Issuance Compliance Part 2: December 15, 2026 *date subject to change
Program Details
The 2026 registration fees, per session, are $149. We encourage you to register and pay online. The program may be registered per session, or as a full series. The full series registration fee is $595, a $150 savings over registering separately for each class. Attendees who complete the five-session sequence are eligible to receive a digital credential. If you are unable to make the payment using the registration portal and require an invoice, please contact us.
- Registration is limited to representatives from colleges and universities and designated program supporters.
- The initial program of five sessions will be offered in 90 minute virtual sessions, including an optional Q&A led by the session’s expert instructors.
- The Q&A period will be available to clarify any points delivered in the recorded portion of the program.
- The optional Q&A period is not available later in recorded format to preserve the privacy of attendees.
- Our virtual format offers flexibility if the below dates are inconvenient.
- Attendees can mix and match the live/recorded delivery format.
- Attendees can listen to any session in the live format, and mix and match the remaining sessions through the on-demand virtual format.
Advisor Mary Peloquin-Dodd
Co-Executive Director
Treasury Institute for
Higher Education
Chair
Alana Askew
AVP Treasury & Assistant Treasurer Wayne State University
Program Committee
- Eliot Alfi, Assistant Treasurer, Debt Management, Stanford University
- Diana Hoadley, AVP Debt & Treasury, Boston University
- Shannon Thompson, Senior Associate Treasurer, University of Washington
- Michael Walsh, Former AVP for Finance and Associate Treasurer, Virginia Tech, and current Debt Manager, Department of Finance, City of Norfolk
General Information
Event Participation
Attendance is limited to representatives from colleges and universities and designated program supporters. If you have any questions regarding this policy, please contact us.
Fees
The 2026 registration fees, per session, are $149. The program may be registered per session, or as a full series. The full series registration fee is $595, a $150 savings over registering separately for each class. Attendees who complete the five-session sequence are eligible to receive a digital credential. We encourage you to register and pay online. If you are unable to make the payment using the registration portal and require an invoice, please contact us.
Refunds
The Institute will provide a full refund if requested within seven (7) calendar days of purchase, provided that the Program has not been accessed. No refunds will be made after any portion of the Program has been accessed or after Program completion. To request changes to your registration please contact us.
Continuing Education Credits
CTP, CCM, and FP&A Continuing Education Credits
The Institute is submitting to the Association of Financial Professionals (AFP) for pre-approval for CTP and FPAC continuing education credits. Specific credit allocations will be included in program materials.
CPE Continuing Education CreditsThe Treasury Institute does not apply for pre-approval for CPE credits. You will need to submit the sessions to your certification provider for their consideration and approval for CPE credits is at the discretion of your certification provider.
In all cases, you are responsible for reporting your professional credits. Program attendees who have previously self-submitted for CPE credits recommend keeping the program's Credit Reporting Form, the agenda with session descriptions, and your certificate of attendance as support should your CPE submission get audited.
Attendance certificates will be e-mailed to attendees upon completion of the program. We ask that you save copies of these certificates for your records. Please note, if you decline emails from the Institute, you may not receive your certificate or program updates.
In all cases, you are responsible for reporting your professional credits. Program attendees who have previously self-submitted for CPE credits recommend keeping the program's Credit Reporting Form, the agenda with session descriptions, and your certificate of attendance as support should your CPE submission get audited.
Attendance certificates will be e-mailed to attendees upon completion of the program. We ask that you save copies of these certificates for your records. Please note, if you decline emails from the Institute, you may not receive your certificate or program updates.
Thank You Tax-Exempt Bond Compliance Supporters
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