Treasury Symposium 2020

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

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. Treasury Symposium is focused on the challenges facing higher education's senior managers. The curriculum is designed to stimulate thought leadership and provide "best of breed" ideas. Over the two and one-half day Symposium, you will be a part of both large plenary sessions and breakout roundtable sessions facilitated by leading practitioners, academic leaders and innovative experts. Our format provides the opportunity to share best practices and new ideas without the sales pressure typical of other conferences.

The Board of Directors, Institute Directors and Program Committee members are dedicated to making this Symposium as responsive as possible to the needs of treasury executives and managers. We will accomplish this by encouraging faculty to submit content, enable feedback and design educational material around our participants' needs. By doing this well, the Symposium will assist treasury executives and financial executives in enhancing the effectiveness of their institutions treasury operations, the efficiency of cash flow management and the performance of operating asset investments. Thank you for participating in the Symposium!

Register Here!

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 email Jon Speare at

The Institute will limit three registrations per institution for this conference to allow as many universities to participate with our 270 participant cap. Speakers are not counted as part of this limitation. Additional participants will be placed on a wait list and invited to attend by December 31 so that travel arrangements can be made.


The fee for Treasury Symposium is $895.

Members of the Association for Financial Professionals (AFP) may register for $795 by providing their membership number. AFP membership must be current as of the date of the symposium to qualify for this discount. Without an AFP number the full conference rate will be charged.

The registration fee includes: all sessions, breakfast, lunch, receptions, refreshment breaks, and all Symposium materials (see Green Statement below). Reception attendees must be 21 or over.

We encourage you to register online and use your Visa, MasterCard, or Discover. 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


Registration acknowledgment is emailed upon payment completion. If prior payment has not been received, payment must be made onsite prior to admittance. In the event of cancellation or change in hotel or date, registrants will be notified by e-mail. The Treasury Institute for Higher Education will not be responsible for any expenses incurred in conjunction with Conference activities which are modified or cancelled.


No refund will be made for cancellations after 1/10/2020. Substitutions are allowed with advanced approval. Contact the Institute at 860.586.7532 or via email to request changes to your registration.

Continuing Education Credits

The Institute will submit Treasury Symposium 2020 sessions to the Association of Financial Professionals (AFP) for CTP, CCM & FP&A re-certification credits. Final credit allocations will be determined by AFP and shared with attendees at the conference. For reference, Treasury Symposium 2019 sessions provided the opportunity for up to 23.4 credits.

Treasury Institute conferences are not pre-approved for CPE credits. Approval for CPE credits is at the discretion of the provider.

Conference attendance certificates will be e-mailed to all attendees within the week 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.

In all cases, you are responsible for reporting your professional credits.

Green Statement

The Treasury Institute has adopted a green initiative for its conferences and workshops. To reduce waste and decrease the use of paper products at Institute events, there will be no paper copies of session presentations or handouts at the event. One week before the conference you will be provided with a web link to the available presentations. The presentations will be available via the designated link for 6 months after the event. An event app will also be used for onsite access to schedule and session details.