The Treasury Institute for Higher Education was developed to promote better treasury practices
in schools and universities.
Treasury Institute Tax Exempt Bond Compliance Workshop
December 10-12, 2014
The Treasury Institute for Higher Education is facilitating its third Tax Exempt Bond Compliance Workshop. This year's workshop will take a case study approach to tax exempt bond compliance issues. The program, geared toward university staff with tax compliance responsibilities, will offer an interactive learning experience, breaking attendees into small groups to work through Private Business Use (PBU) calculations and will leverage the expertise of faculty and participants to share best practices and develop successful strategies for tax exempt bond compliance.
New for this year is a one day Pre-Workshop Primer to help build a foundation for the workshop. First-time attendees and those in need of a refresher will have an opportunity to spend a full day learning about the terms, concepts, and vocabulary of tax exempt bond compliance. The Primer will include a review of the basic components of a Private Business Use (PBU) calculation, will provide participants with the key components to include in a tax-exempt bond compliance policy, and will identify who needs to be involved in drafting the policy.
At the two day Workshop you will have an opportunity to:
Primer Session and Workshop registration fee is $575
Workshop ONLY registration fee is $475
Attendance limited to schools of higher education, supporters, and speakers.