Treasury Institute for Higher Education

About the Treasury Institute for Higher Education:

The Treasury Institute for Higher Education was developed to promote better treasury practices in schools and universities. The Institute's primary objective is to enhance treasury operations in larger institutions through providing worthwhile content through it's website (www.treasuryinstitute.org.), and by facilitating advanced educational programs designed for senior treasury resources at it's annual forum. The Institute is an independent not for profit organization governed by an Executive Committee and supported by its Founding Partners. The Executive Committee identified eight areas of expertise, or value sets, that the Institute will offer content and programs to assist treasury officers. These Value Sets are:

Investments (Cash and Operating Assets)

E-Business

The Financial Market Place

Balance Sheet - Asset and Liability issues in Working Capital

Treasury Risk

Sources and Services - the Management of Relationships

Career Development in Treasury

Business Environment Issues

This website organizes content into the eight value sets, as well as its annual forum. The Executive Committee is also dedicated to making this Institute as responsive to the needs of educational treasury managers as possible. We will accomplish this by encouraging participants to submit content, enable feedback, and to design education material around our participant's needs. By doing this well, the Institute will assist managers to enhance the effectiveness of their institution's treasury operation, the efficiency of cash flow and the performance of operating asset investment. Thank you for participating in the Institute!

Treasury Institute Concept Plan

The institute is envisioned to be an independent organization with governance by an executive committee and founding partners. The initial focus of this institute will be the development of a 2 ½ day symposium, focused solely on the challenges and opportunities in treasury management for educational institutions. Longer term, the programs are envisioned to expand to include:

Topical roundtables

Distance learning

Web-based information

Publications

Treasury Institute Executive Committee Members

Executive Committee

Amy Kweskin
Washington University in St Louis

Joan K. Piscitello
Iowa State University

Alvin C. Rodack
Ohio State University

Joseph D. Tinucci
University of Colorado

Director of Programming

Jim Matteo
University of Virginia

Program Committee

Susan Bodin
Loyola University of Chicago

Martha Bradley
Washington University in St. Louis

Odile Disch-Bhadkamkar
Stanford University

Susan Gilbert
University of Pittsburgh

Lori Johnson
North Carolina State University

Sandra Kim
University of California

Nancy Majerik
Notre Dame University

Jim Matteo
University of Virginia

Laura McAndrew
American University

Mary Frances McCourt
Indiana University

Terri Mimms
Purdue University

Jim Pierce
Georgia Institute of Technology

Brian Smith
University of North Carolina

Treasury Institute Executive Directors

Dennis W. Reedy
Co-Executive Director
Indiana University

Jon K. Speare
Co-Executive Director
Commonfund Treasury

Treasury Institute Contact Information

Treasury Institute for Higher Education
P.O. Box 189
Bloomington, IN 47402-0189

Phone: 812-339-6374
Fax: 812-339-0138