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Treasury Symposium

Virtual Treasury - Leading the Way
January 25-29, 2021
Virtual Program

The conference theme, Virtual Treasury – Leading the Way, addresses the many issues we face in the near term such as liquidity, systemic racism, and the economic, geopolitical and government issues. We will learn how COVID-19 has impacted financial decision making, operating and capital planning, and how technology can lead the enterprise in technological transformation and digitalization.

The virtual program will include:
• 20 sessions focused on the strategic challenges facing senior financial officers
• 2 Idea Exchange Sessions for Practitioners
• 4 Collaborative discussion sessions on key topics
• Daily networking opportunities - schedule 1:1 or small group video meetings with fellow attendees and supporters
Treasury Symposium will offer five half-days of content and networking January 25-29, 2021 for a $300 participant fee.

Download the Agenda

Agenda

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Program Chair Valarie Van Vlack Texas State University
Program Committee Members:
  • Erin Archer, Syracuse University
  • Alana Askew, University of Washington
  • Charles Cook, University of Colorado
  • Gene Crouch, University of Virginia
  • John Dolan, Carnegie Mellon University
  • Tim Graf, Princeton University
  • Timothy T. Hesler, New York University
  • Helen Kreider, University of Pennsylvania
  • Donald Lukes, Indiana University
  • Patti Reid, Columbia University
Virtual Program All of us at the Treasury Institute for Higher Education look forward to being with you virtually in January 2021, and back together in Savannah, Georgia in January 2022. Please stay safe and healthy through these unprecedented times.
Event Limitations
Attendance is limited to representatives from colleges and universities and supporters of the Treasury Institute for Higher Education. If you have any questions regarding this policy, please contact us at programs@treasuryinstitute.org.
Fees We encourage you to register online and use your Visa, MasterCard, or Discover card. If you are unable to make a payment using the registration portal and require an invoice, please complete the online registration up to the payment step and then send an email with invoice details to programs@treasuryinstitute.org. Upon payment completion, a registration acknowledgment is sent by the registration system to the registrant's email.
Refunds For this virtual program there are a few registration changes: Registration will close on 1/15/2021. Refunds will be made for cancellations until 1/15/2021. Substitutions are allowed and must be completed by 1/15/2021. To request a refund or to make a registration substitution please contact us at programs@treasuryinstitute.org.
CTP, CCM, and FP&A Continuing Education Credits The Association of Financial Professionals (AFP) has approved Treasury Sympsoium 2021 for CTP, CCM, and FP&A continuing education credits. Specific credit allocations will be included in Symposium materials. - Approved for up to 17 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
  • - Approved for up to 23 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

CPE Continuing Education Credits
The Treasury Institute does not apply for pre-approval for CPE credits. You will need to submit the sessions to your certification provider for their consideration and approval for CPE credits is at the discretion of your certification provider.

In all cases, you are responsible for reporting your professional credits. Program attendees who have previously self-submitted for CPE credits recommend keeping the program's Credit Reporting Form, the agenda with session descriptions, and your certificate of attendance as support should your CPE submission get audited.

Conference attendance certificates will be e-mailed to all attendees within two weeks of the program conclusion. We ask that you save copies of these certificates for your records. Please note, if you decline emails from the Institute, you may not receive your certificate or program updates.

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