Treasury Symposium 2027
High Stakes in Higher Education Las Vegas, Nevada, January 10-13
The Board of Directors, Institute Directors, and Program Committee members are dedicated to making this Symposium as responsive as possible to the needs of treasury executives and managers. We will accomplish this by encouraging faculty to submit content, enable feedback, and design educational material around our participants' needs. By doing this well, the Symposium will assist treasury executives and financial executives in enhancing the effectiveness of their institutions' treasury operations, the efficiency of cash flow management, and the performance of operating asset investments.
The program committee is working on the 2027 agenda. To learn more about the program review the 2026 Agenda.
Agenda Times for Travel Planning (Las Vegas, Pacific Time)
Sunday, 5:00 - 6:30 PM, Registration and Welcome Reception
Monday 7:00 AM - 5:30 PM, Full day of sessions
Tuesday 7:00 AM - 5:00 PM, Full day of sessions
Wednesday 7:00 - 11:30 AM, Half day of sessions
Chair John D. Dolan
Carnegie Mellon University
Vice-chair
Tim Graf
Princeton University
Program Committee
- Stella Apekey, Georgetown University
- Jennie Bennett, University of Chicago
- Monica Chen, UCLA
- Chad Cook, Virginia Commonwealth University
- Scott L. Greer, The University of North Carolina at Chapel Hill
- Timothy T. Hesler, New York University
- Carol S. Samayoa, University of Miami
- Susan V. Slinkard, University of Arkansas
- Jake Wozniak, The Ohio State University
General Symposium Information
Event Participation
Attendance is limited to representatives from colleges and universities and supporters of the Treasury Institute for Higher Education. If you have any questions regarding this policy, please contact us. The Institute limits three registrations per institution, not including speakers, during the open registration period to allow many different participating universities and to expand networking opportunities. When registration is full, there is a waitlist option. Waitlisted registrants will be notified as soon as possible and at least 30 days prior to the start of the program so that travel arrangements can be made.
Fees
The 2027 registration fee is $995 (AFP member discount fee is $895). We encourage you to register and pay online. If you are unable to make a payment using the registration portal and require an invoice, please contact us with registrant details. Upon payment completion, a registration acknowledgment is sent by the registration system to the registrant's email.
The registration fee includes all Symposium sessions, breakfast, lunch, receptions, refreshment breaks, and access to the event app. Reception attendees must be 21 or over.
Registration Confirmation
Registration acknowledgment is emailed upon payment completion. If prior payment has not been received, payment must be made onsite prior to admittance. In the event of cancellation or change in hotel or date, registrants will be notified by e-mail. The Treasury Institute for Higher Education will not be responsible for any expenses incurred in conjunction with conference activities, which are modified or canceled.
Refunds
Due to financial obligations incurred by the Treasury Institute, registrations cancelled less than four weeks before the Symposium starting date are not eligible for a refund. However, a confirmed registrant may transfer their registration to another attendee at their institution. To request changes to your registration please contact us.
Continuing Education Credits
CTP, CCM, and FP&A Continuing Education Credits
The Association of Financial Professionals (AFP) approves Treasury Sympsoium for CTP, CCM, and FP&A continuing education credits. Specific credit allocations will be included in Symposium 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.
Conference attendance certificates will be e-mailed to all attendees within two weeks of the program conclusion. 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.
Conference attendance certificates will be e-mailed to all attendees within two weeks of the program conclusion. 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.
Green Statement
The Treasury Institute has adopted a green initiative for its conferences. To reduce waste and decrease the use of paper products at Institute events, paper copies of conference materials will not be distributed. One week before the conference, participants will be provided access to the event app to preview program details, Supporter materials, and available slide decks. Participants will have access to the event app materials through the calendar year.
Thank You Treasury Symposium Supporters
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