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Treasury Symposium

Treasury at the Forefront of Managing Risk

January 28-31, 2024 Savannah, Georgia

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 2023 Agenda, please click here.
Program Chair
Donald Lukes Indiana University
Program Committee
  • Alana Askew (co-chair), University of Washington
  • Gene Crouch, George Mason University
  • John Dolan, Carnegie Mellon University
  • Tim Graf, Princeton University
  • Timothy T. Hesler, New York University
  • Ritu Kalra, Harvard University
  • Denise Laussade, Virginia Commonwealth University
  • Susan Slinkard, University of Arkansas
  • Caroline Wilhelm, University of Southern California
  • Jake Wozniak, Ohio State University
  • Asaf Zentler University of Miami
Agenda Times for Travel Planning
Sunday 5:00 - 6:30 PM Monday 7:00 AM - 6:30 PM Tuesday 7:00 AM - 6:00 PM Wednesday 7:00 AM - 12:00 PM

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 at programs@treasuryinstitute.org. The Institute will limit three registrations per institution for this conference to allow many many different participating universities. When registration is closed there will be a waitlist option. Waitlist registrants will be notified 30 days prior to the start of the program so that travel arrangements can be made.
Fees
We encourage you to register online. If you are unable to make a payment using the registration portal and require an invoice, please send an email with invoice details to programs@treasuryinstitute.org. Upon payment completion, a registration acknowledgment is sent by the registration system to the registrant's email. The registration fee includes all 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
Refunds will be made for cancellations 45 days prior to the start of the program. After that date, the registration fee can be transferred to a colleague. Tranferred registrations are not refundable. All change requests must be completed by one week priror to the start of the program. To request changes to your registration please contact us at programs@treasuryinstitute.org.
Continuing Education Credits
CTP, CCM, and FP&A Continuing Education Credits The Institute submits the Treasury Symposium program to the Association of Financial Professionals (AFP) for CTP, CCM, and FPAC re-certification credits. Final credit allocations will be determined by AFP and shared with attendees at the conference. For reference, Treasury Symposium 2023 sessions provided the opportunity for up to 16.8 credits. 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.
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.

Our supporters

The Treasury Institute for Higher Education exists as an independent 501(c)3 organization, in no small part due to the commitment of its partners.