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Treasury Symposium

Treasury Symposium is the premier educational forum for treasury professionals in higher education.
The Treasury Institute for Higher Education leverages the expertise of its partners, faculty, and participants to create an environment for sharing best ideas and developing successful strategies. Treasury Symposium is focused on the challenges facing higher education's senior managers. The curriculum is designed to stimulate thought leadership and provide "best of breed" ideas. Over the two and one-half day Symposium, you will be a part of both large plenary sessions and breakout roundtable sessions facilitated by leading practitioners, academic leaders, and innovative experts. Our format provides the opportunity to share best practices and new ideas without the sales pressure typical of other conferences.
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. Thank you for participating in the Symposium!

To review the 2021 Agenda, please click here.
Program Chair Valarie Van Vlack Texas State University
Agenda for Travel Planning
Sunday 2:00 - 5:00 PM Monday 8:00 AM - 5:30 PM
Tuesday 8:00 AM - 5:00 PM, Wednesday 8:30 - 11:45 AM
Program Committee Members:
  • Erin Archer, DePaul University
  • Alana Askew, University of Washington
  • Charles Cook, University of Colorado
  • Gene Crouch, University of Virginia
  • John Dolan, Carnegie Mellon University
  • Tim Graf, Princeton University
  • Timothy T. Hesler, New York University
  • Helen Kreider, University of Pennsylvania
  • Donald Lukes, Indiana University
  • Patti Reid, Columbia University

General Workshop Information

Event Limitations

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 email Jon Speare at jspeare@treasuryinstitute.org.

The Institute will limit three registrations per institution for this conference to allow as many universities to participate with our 270 participant cap. Speakers are not counted as part of this limitation. Additional participants will be placed on a waitlist and invited to attend by December 31 so that travel arrangements can be made.

Fees

The fee for Treasury Symposium is $895.

Members of the Association for Financial Professionals (AFP) may register for $795 by providing their membership number. AFP membership must be current as of the date of the symposium to qualify for this discount. Without an AFP number, the full conference rate will be charged.

The registration fee includes all sessions, breakfast, lunch, receptions, refreshment breaks, and all Symposium materials (see Green Statement below). Reception attendees must be 21 or over.

We encourage you to register online and use your Visa, MasterCard, or Discover card. If you are unable to make a payment using the registration portal and require an invoice, please complete the online registration up to the payment step and then send an email with invoice details to jkirkwood@treasuryinstitute.org.

Confirmations

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

No refund will be made for cancellations less 3 weeks to the conference. Substitutions are allowed with advanced approval. Contact the Institute at (860) 586-7532 or via email programs@treasuryinstitute.org to request changes to your registration.

Continuing Education Credits

The Institute submits the Treasury Symposium program to the Association of Financial Professionals (AFP) for CTP, CCM, and FP&A re-certification credits. Final credit allocations will be determined by AFP and shared with attendees at the conference. For reference, Treasury Symposium 2021 sessions provided the opportunity for up to 23 credits.

CPE Continuing Education Credits
The 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.

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.

In all cases, you are responsible for reporting your professional credits. 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 and workshops. To reduce waste and decrease the use of paper products at Institute events, there will be no paper copies of session presentations or handouts at the event. One week before the conference, you will be provided with a web link to the available presentations. The presentations will be available via the designated link for six months after the event. An event app will also be used for onsite access to schedule and session details.

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