Tax-Exempt Bond Compliance Conference 2019

December 9-11, 2019
Hilton Orlando Lake Buena Vista
Lake Buena Vista, FL

The Treasury Institute for Higher Education is facilitating its sixth Tax-Exempt Bond Compliance Conference. This three-day conference is designed to provide participants a comprehensive view of the requirements of compliance as an issuer of tax-exempt bonds.  Course material and discussion will range from the very basics of a compliance program to the complexities of managing third-party use.

Registration Now Open!

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.

Fees

Conference registration fee is $650

The registration fee includes: all sessions, breakfast, lunch, receptions, refreshment breaks, and all conference 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. 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 cancelled.

Refunds

No refund will be made for cancellations after 11/1/2019. Substitutions are allowed with advanced approval. Contact the Institute at 860.586.7532 or via email jkirkwood@treasuryinstitute.org to request changes to your registration.

Continuing Education Credits

The Institute will submit Conference sessions to the Association of Financial Professionals (AFP) for CTP, CCM & FP&A re-certification credits. Final credit allocations will be determined by AFP and shared with attendees at the conference. **For reference, 2017 sessions provided the opportunity for up to 21.9 credits.

Treasury Institute conferences are not pre-approved for CPE credits. Approval for CPE credits is at the discretion of the provider.

Conference attendance certificates will be e-mailed to all attendees within the week 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.

In all cases, you are responsible for reporting your professional credits.

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 6 months after the event. An event app will also be used for onsite access to schedule and session details.