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, participants 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 and the full series registration fee is $595, a $150 savings over registering separately for each class. Participants who complete the five-session sequence are eligible to receive a digital credential. We encourage you to register and pay online. The program may be registered per session, or as a full series. 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 includes five 90-minute virtual sessions: a 60-minute presentation followed by an optional Q&A led by the session’s expert instructors.
- The Q&A discussion is only accessible during the live webinars and is not available in the archive recordings to preserve the privacy of participants.
- The virtual format offers flexibility if one or more of the live dates are inconvenient as participants can mix and match the live/recorded content.
- Registration for on-demand access is available through December 2027.
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 and the full series registration fee is $595, a $150 savings over registering separately for each class. Participants who complete the five-session sequence are eligible to receive a digital credential. We encourage you to register and pay online. The program may be registered per session, or as a full series. 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 or substitutions 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 participants 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.
Certificates will be e-mailed to participants 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 participants 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.
Certificates will be e-mailed to participants 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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