ABOUT THE INSTITUTE

The Treasury Institute for Higher Education promotes excellence in treasury and financial management through developing educational programs and the sharing of best practices. Our goals is to improve the efficiency, effectiveness and service delivery of the treasury and financial operations of education institutions by developing and offering program content of superior quality.

MISSION

to be the first "port of call" for senior treasury financial officers of educational institutions seeking to learn, share and benchmark the practice in treasury management, with the objective of improving the efficiency and effectiveness of treasury operations.

GOVERNANCE

The Treasury Institute is governed by a board which consists of representatives from different schools, each representing a target constituency for membership in the Institute - e.g. public, private, northeast, southeast, midwest, west.  The board appoints two executive directors to manage the operations of the Institute.

TARGET MARKET

The Treasury Institute for Higher Education is targeting senior and mid-level treasury, and financial professionals at larger education institutions. While institutions with smaller operating budgets could also derive benefit from the Treasury Institute, the intended focus on more advanced issues in treasury management will appeal to mid-sized and larger institutions. The Institute is designed to appeal to individuals that are decision makers or key influencers in treasury operation. Further, it is designed for institutions that would seek to enhance effectiveness of treasury operations, efficiency of cash flow and performance of operating cash investments. 

SUPPORT

Financial support initially came from the Institute's Founding Partner, Commonfund and subsequently, annual support is received from the Founding Partner and a limited number of supporters. Thought Leadership Alliances have been established with the National Association of College and University Business Officers (NACUBO) and The Association of Financial Professionals (AFP). The Executive Directors & Board of Directors together with the Founding Partners, Alliance Partners, and Supporters ensure that the Institute serves as a valuable educational resource for treasury professionals within higher education.

PAST MEETINGS

2001
Treasury Symposium – New Orleans

2002
Treasury Symposium – Palm Springs
National Higher Education Treasury Academy I – Hammond

2003
Treasury Symposium – Savannah
National Higher Education Treasury Academy I – Hammond
National Higher Education Treasury Academy II – Savannah
Treasury Workshop WACUBO – Seattle

2004
Treasury Symposium – Naples
National Higher Education Treasury Academy I – Hammond
National Higher Education Treasury Academy II – Naples
Treasury Webinar NACUBO
Treasury Workshop for Higher Education – Indianapolis

2005
Treasury Symposium – Naples Treasury Symposium – Naples
Treasury Workshop Kentucky University Business Officers -
Lexington
Treasury Workshop for Higher Education – Indianapolis

2006
Treasury Symposium – Savannah
PCI-DSS Workshop – Chicago
Treasury Workshop for Higher Education – Indianapolis

2007
Treasury Symposium – San Antonio
PCI-DSS Workshop – Chicago
PCI-DSS Workshop – Long Beach
Treasury Workshop for Higher Education – Indianapolis

2008
Treasury Symposium – Savannah
PCI-DSS Workshop – Indianapolis
Treasury Workshop for Higher Education – Miami

PAST MEETINGS

2009
Treasury Symposium – St. Petersburg
PCI-DSS Workshop – Indianapolis

2010
Treasury Symposium – Long Beach
PCI-DSS Workshop – Long Beach
PCI-DSS Workshop – Indianapolis

2011
Treasury Symposium – Orlando
PCI-DSS Workshop – Indianapolis
Treasury Workshop WACUBO – San Francisco

2012
Treasury Symposium – Charleston
PCI-DSS Workshop – Indianapolis
Tax Exempt Bond Compliance Workshop – Indianapolis
Treasury Workshop WACUBO – Phoenix

2013
Treasury Symposium – Scottsdale
PCI-DSS Workshop – Indianapolis
Tax Exempt Bond Compliance Workshop – Chicago

2014
Treasury Symposium – Lake Buena Vista
PCI-DSS Workshop– Chicago
Treasury Management Concepts – Portsmouth
Tax Exempt Bond Compliance Workshop – Orlando

2015
Treasury Symposium – Charleston
PCI-DSS Workshop– Las Vegas
Bond Compliance Workshop – Orlando
Treasury Management Concepts – Indianapolis

2016
Treasury Symposium – San Diego
PCI - DSS Workshop - Savannah