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Tax Exempt Bond Compliance




2015 Agenda

Continuing Education Credits

Green Statement

Partners & Supporters

Hotel Information


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Treasury Institute Tax Exempt Bond Compliance Workshop

December 7-9, 2015
Hilton Orlando Lake Buena Vista
Orlando, FL

The Treasury Institute for Higher Education is facilitating its fourth Tax Exempt Bond Compliance Workshop. This year's workshop will take a case study approach to tax exempt bond compliance issues. The program, geared toward university staff with bond compliance responsibilities, will offer an interactive learning experience, working through Private Business Use (PBU) calculations and will leverage the expertise of faculty and participants to share best practices and develop successful strategies for tax exempt bond compliance.

An optional one day Pre-Workshop Primer will help build a foundation for the workshop. First-time attendees and those in need of a refresher will have an opportunity to spend a full day learning about the terms, concepts, and vocabulary of tax exempt bond compliance, private business use and the basics of a tax exempt bond compliance policy. 

At the two day Workshop you will receive valuable information regarding the following topics:

  • Private Business Use
  • Spend down analysis.
  • Remedial action for compliance
  • Refunding of Bonds
  • Reimbursement and accounting methods.

Each day of the workshop will end with an idea exchange and debriefing to facilitate networking and the sharing of best practices, ideas, and solutions. 

You won’t want to miss this workshop.  

As one attendee said, “Being new to bond compliance, I thought the workshop was extremely helpful. I can’t stress that enough. It helped provide direction and scope to our compliance policies and procedures. We increased our outreach and education to borrowing units, further developed our annual facilities surveys, and working on a comprehensive database for Private Business Use. I continue to use the presentation materials as a reference for rules and calculation methods. I look forward to future events, as bond compliance is a continuous process.”

Register now!

Primer Session and Workshop registration fee is $575

Workshop ONLY registration fee is $475

Attendance limited to schools of higher education, supporters, and speakers.
Treasury Institute for Higher Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org 


The Treasury Institute for Higher Education would like to thank our event supporters.


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