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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

 Hotel Reservations can be made by booking online or by calling 1-800-782-4414 and referencing the name of the conference, Treasury Institute Tax-Exempt Bond Compliance Workshop.


CBMI Treasury Track

CBMI and The Treasury Institute congratulate the 35 participants for completing the inaugural Treasury Track held this week at the University of Kentucky. The Treasury Track encompassed 20 hours of classwork in these areas:

  • Treasury Concepts

  • Fundamentals of Higher Education Investments

  • Stewardship of Gift Funds

  • Financial Asset and Liability Management

  • Introduction to Capital Finance

  • Advanced Capital Financing

  • PCI Compliance

Well Done!!!!!

All of us at The Treasury Institute look forward to seeing the participants successes in the future!

For Information on the the New Treasury Management Tract including a full course list, click here: CBMI Information.

Upon completion of the courses, participants will receive a Certificate of Completion from the Treasury Institute of Higher Education. Participants may complete all of the Treasury Track courses during one week of CBMI.*

*Participants enrolled in the “Treasury Track” program are eligible to enroll in optional CBMI “electives” during the times when Treasury Track courses are not offered; see Curriculum—Returning Participants for course options. Participants may earn CPE credits for all courses.

CBMI attendees who have completed the CBMI first-year curriculum may select Treasury Track courses as part of their 2nd year and/or 3rd year program.


Treasury Symposium 2020 January 26 - January 29, 2020
205 Meeting Street Charleston, SC 29401

We are thrilled to announce the 20th Anniversary of Treasury Symposium which we will be celebrating at the Belmond Charleston Place in the heart of Charleston, South Carolina.

Treasury Symposium is the premier educational forum for treasury professionals in higher education. The Treasury Institute for Higher Education leverages the expertise of its partners, faculty and participants to create an environment for sharing best ideas and developing successful strategies.

Registration Now Open

Hotel Reservations can be made by booking online or by calling (800) 831-3490 and referencing the conference, Treasury Institute Symposium 2020


PCI DSS Workshop 2020
April 26-29, 2020
Hyatt Regency Savannah
Savannah, GA

This program is geared toward business, financial, or IT manager responsible for PCI DSS. The workshop will once again explore the unique PCI compliance challenges facing Higher Education institutions. As well as offer a deeper understanding of PCI, how institutions can achieve and maintain compliance, and the opportunity to make valuable new contacts with peers at other institutions facing the same challenges.

Register Here!

Hotel Reservations can be made by booking online or by calling 877-803-7534 and referencing Treasury Institute.


About the Institute
The Treasury Institute for Higher Education promotes excellence in treasury and financial management though 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 Directors 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