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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.
Program Chair
Donald Lukes
Indiana University
General Symposium Information
Event Participation
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. Treasury Symposium 2023 will be held with a 260 participant cap this year. The Institute continues to follow local and CDC guidelines for the health and safety of our Participants.
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
Refunds will be made for cancellations until Tuesday, November 15, 2022. After that date, the registration fee can be transferred to a colleague for the 2023 Symposium. All substitution requests must be completed by Wednesday, January 4, 2023. To request changes to your registration please contact us at programs@treasuryinstitute.org.
Continuing Education Credits
CTP, CCM, and FP&A Continuing Education Credits
The Association of Financial Professionals (AFP) has approved Treasury Sympsoium for CTP, CCM, and FP&A continuing education credits. Specific credit allocations will be included in Symposium materials.
CPE Continuing Education CreditsThe 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.
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.
Our treasury Symposium 2023 supporters
