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

This vision is achieved by:

  • Production of an annual Treasury Symposium, designed to be the premier event for treasury professionals of educational institutions – with leading industry speakers and topical, provocative content
  • Development of content for workshops and other venues that deliver important advances and best practices on an ongoing basis
  • Oversight by the Treasury Institute Board of Diretors and other advisory boards to the Treasury Institute – who are experts in treasury management and who are committed to the advancement of treasury management in the education community


To be the first “port of call” for senior treasury officers of educational institutions seeking to learn, share and benchmark the best practices in treasury management, with the objective of improving the efficiency and effectiveness of treasury operations.


The Treasury Institute is governed by a Board of Directors which consists of a representative from the Founding Partner plus representatives from different schools, each representing a target constituency for membership in the Institute – e.g. public, private, northeast, southeast, midwest, west.

Target Market

The Treasury Institute for Higher Education is targeting senior and mid-level treasury professionals at larger educational 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 operations.  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.


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 Board of Directors together with the Founding Partner, Alliance Partners and Supporters ensure that the Institute serves as a valuable educational resource for treasury professionals within higher education.