Contact Us

Connecting People, Ideas, and Solutions Within the Higher Education Treasury and Finance Community

with program content designed around practitioners, benefitting practitioners, and led by practitioners.

Registration Open

We are pleased to announce the launch of a new virtual program for higher education practitioners: Tax Exempt Bond Compliance. This program replaces the in-person program last offered by the Treasury Institute for Higher Education in 2019. The program is an introduction to bond compliance, providing what institutions need to know at each step of the way when issuing bonds. The five-session series covers the life cycle of tax-exempt bonds, with a particular focus on compliance obligations for tax-exempt higher education bonds.
Session 1 live webinar - Tuesday, September 15, 1:00 - 2:30 pm Eastern Time Bond Basics Featured Speakers: Chris Malins, Vice President of Finance and Business Affairs/CFO, Seattle UniversityBrian Frankel, Managing Director Head of Higher Education & Not-for-Profit Finance Group, Stifel Learn More
register here

Congratulations to the CBMI Treasury Management Track Class of 2026!

Treasury Symposium 2027

High Stakes in Higher Education

Las Vegas, Nevada, January, 10-13, 2027

Register here

Treasury Institute for Higher Education Founders’ Award for Excellence

The Treasury Institute is excited to launch the inaugural Founders’ Award for Excellence to recognize excellence and innovation in the higher education treasury/finance community. The new award program will be conducted annually, and each year’s winner will be announced at the Institute’s annual Treasury Symposium, with the first winner awarded at the 2027 Treasury Symposium in Las Vegas.
In addition to recognizing excellence and innovation in the higher education treasury/finance community, the new Founder’s Award for Excellence also serves to honor the Treasury Institute’s founders, Dennis Reedy and Jon Speare. Dennis and Jon formed the Treasury Institute in 2000 to promote networking and provide superior-quality, practitioner-driven professional education. Learn More

AFP Treasury Institute for Higher Education Founders’ Scholarships

The Treasury Institute, in partnership with the Association for Financial Professionals, is pleased to offer annual scholarships to honor Dennis Reedy and Jon Speare, the founders of the Treasury Institute. Dennis and Jon were both highly involved AFP members, greatly valuing AFP’s leadership as the certifying body in treasury and finance. Dennis and Jon made significant contributions to the higher education treasury/finance community by creating the Treasury Institute to promote networking and provide superior-quality, practitioner-driven professional education. Learn More
Join our mailing listFollow Us on Linkedin

Treasury Listserv

Over the past several years, higher education treasury managers have utilized a Treasury Listserv facilitated by the University of Cincinnati. This important tool has helped treasury managers address current challenges and share solutions throughout our higher education community. The Treasury Institute for Higher Education has been asked to help promote and assist in administrating the Listserv in order to broaden the community and increase the level of discussion.Only participants with .edu addresses are allowed on the Listserv. The Treasury Institute for Higher Education will continue to support the Listserv and all participants sharing best practices as part of our mission to connect people, ideas and solutions. If you have questions or trouble requesting access, contact us using the button above. If you are interested in joining the Treasury Listserv:1. Create a new message from the .edu email account you want to use to subscribe.2. In the subject line and message body enter the keyword "subscribe" followed by the list name, and then your name (put a space in between each of the three pieces of information)To: Listserv@listserv.uc.eduSubject: Subscribe TREASHIGHERED Your NameBody of email: Subscribe TREASHIGHERED Your Name 3. Do not include any other information in the body of the email.

Programs

Tax-Exempt Bond Compliance
The five-session virtual and on demand series covers the life cycle of tax-exempt bonds, with a particular focus on compliance obligations for tax-exempt higher education bonds.
LEARN MORE
Treasury Symposium
The Treasury Symposium curriculum is designed to stimulate thought leadership and provide "best of breed" ideas from leading practitioners, academic leaders, and innovative experts.
Learn More
CBMI Treasury Management
The Treasury Management Track offers a treasury concepts program for higher education treasury managers and staff members.
Learn More

  • What people are saying about their experience with the Treasury Institute

    In late July I attended the College Business Management Institute (CBMI), which is celebrating it's 70th Anniversary. This week-long event is hosted by the beautiful facilities at the University of Kentucky. It was a wonderful conference which was rich in classroom time. The instructing faculty were some of the most intelligent finance professionals I have come across during my time in higher education. The attendees were also rich in experience and so many meaningful connections were made. The program I chose focused on Higher Education Treasury Management- specifically endowment and operating investments, resource allocation, capital financing, asset/debt management, and compliance. I'm thankful for the support of Vanderbilt while chasing after this opportunity. I'm looking forward to taking the tools and theories CBMI has provided back to my role with Vanderbilt!
    Samuel Gilliam, Vanderbilt University
    share your experience

  • What people are saying about their experience with the Treasury Institute

    I attended my first Treasury Symposium in 2012 after joining higher education only three months prior. Not only was I impressed with the tremendous knowledge shared by the faculty and sponsors, but I was also blown away by the networking and willingness of other schools to share their experiences and best practices. I’ve attended each year since! The content is always relevant, timely, and well presented. The opportunity to network with treasury folks from other institutions is truly one of the most valuable parts of attending Symposium. Connecting with the various sponsors is easy to do given the networking breaks and the events often hosted by sponsors in the evenings. Whether you’re new to higher education treasury, as I was during my first Symposium, or you’re a more seasoned veteran, everyone who attends will benefit from the industry expertise and networking available.
    Susan V. Slinkard, University of Arkansas
    share your experience

  • What people are saying about their experience with the Treasury Institute

    Over my 40-year career, with 25 of those in Treasury, I’ve attended various educational seminars at least annually. I have found the Treasury Institute's to be the most relevant of those seminars to my current position as Treasurer of a large public University. The subject matters are timely, relevant, presented well, collaborative, sometimes entertaining, and always useful. I’ve confidently implemented several treasury operations process improvements generated from the ideas shared.
    Dan Wilson, University of Colorado
    share your experience

  • What people are saying about their experience with the Treasury Institute

    I see the Annual Treasury Symposium both sustain and grow in value to attendees and the industry overall. There continues to be tremendous change in payment technology, fintech innovation, and as well as broad industry transformation. This changing landscape presents finance leaders with opportunities to transform their institutions. Given this outlook, the Treasury Symposium has the opportunity to be the place for those critical discussion and collaboration opportunities.
    James F. Lock III, J.P. Morgan Chase & Co.
    share your experience

  • WHAT PEOPLE ARE SAYING ABOUT THEIR EXPERIENCE WITH THE TREASURY INSTITUTE

    I feel fortunate to have the resources of the Treasury Institute for Higher Education available to me and my staff at Michigan State University. The Treasury Concepts program was a good introduction to treasury activities in higher education and the annual symposium provided my staff and me with regular updates and the opportunity to share ideas with colleagues from across the nation. The Tax Exempt Bond Conference provided a forum like no other for sharing of information across universities, investment bankers, bond counsel and rating agencies. Last but not least, the DSS-PCI Workshops were extremely helpful in a rapidly changing regulatory environment. Thank you for all that you do for higher education treasury professionals. .
    Mark P. Haas, Vice President for Finance and Treasurer Michigan State University
    share your experience

Alliance Partners

Thought leadership alliances have been established with the Association of Financial Professionals (AFP) and the National Association of College and University Business Officers (NACUBO). Together the Executive Directors, Board of Directors, Alliance Partners, and Supporters ensure that the Institute serves as a valuable educational resource for treasury professionals within higher education.

Connect to the Conversation!

Join our mailing listFollow Us on Linkedin
The Treasury Institute for Higher Education exists as an independent 501(c)3 organization, in no small part due to the commitment of its partners.