October 23-24, 2017
Hilton Orlando Lake Buena Vista | Orlando, FL

The Treasury Institute for Higher Education will be facilitating this workshop on October 23rd and 24th in Orlando, Florida.  Last year's Treasury Concepts workshop drew almost 40 participants from varying sized and geographically diverse institutions.  Overall, participant feedback was extremely positive on content, instruction, and networking with peers.  This year's workshop will once again target 30 to 50 participants going through a day and a half curriculum that will give everyone a solid foundation of treasury and financial management.

Benefits of attending:

  • Participants will gain a full understanding of the treasury management role in higher education.
  • Gain a broad understanding of the core components of the treasury office focused on short term investing, endowment investing and debt issuance and management.
  • Learn how treasury processes interact with entire educational institution.   

What to expect:
Our faculty members are not only highly experienced treasury professionals-they have strong expertise in presenting treasury material and have refined this workshop to provide the maximum educational benefit.

Who should attend:

  • New treasury professionals, working in one aspect of treasury, needing an overview of the many roles of their field
  • Non-treasury business, budgeting, accounting, internal audit and finance professionals of any level seeking to gain a broader understanding of this critical institutional support function and how business decisions affect treasury management

You will find the workshop moves quickly, guiding through a wide range of treasury functions and concepts. But, the atmosphere will be relaxed, you will be among other talented, motivated professionals and there will be time to network and ask questions.

Attendance limited to schools of higher education, supporters, and speakers.

Continuing Education Credit Options

Qualifying sessions of Treasury Institute programs are preapproved for CTP, CCM & FP & A credits by the Association for Financial Professionals (AFP).  We maintain records of attendance and electronic copies of our program agendas and session descriptions (within 3 years) so that you may request for your use in applying for CPE credits from other issuers of certifications.  Approval for CPE credits is at the discretion of the provider.

Certificates will be e-mailed to all attendees of our programs within 2 weeks of program conclusion. We ask that you save copies of these certificates for your records.

Read the Treasury Institute Green Statement.