Venue
Tampa Marriott Waterside Hotel & Marina
Tampa Marriott Waterside Hotel & Marina, 700 S Florida Ave, Tampa, FL 33602, USA

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Event Date Sun Jan 27 EST - Wed Jan 30 EST (almost 3 years ago)
Location Tampa Marriott Waterside Hotel & Marina
700 S Florida Ave, Tampa, FL 33602, USA
Region Americas
Details

The Treasury Institute for Higher Education promotes excellence in treasury and financial management through developing educational programs and the sharing of best practices. Our goals is to improve the efficiency, effectiveness and service delivery of the treasury and financial operations of education institutions by developing and offering program content of superior quality.

Speakers

2019 Speakers

Kelli Shomaker
CPA, Vice President for Business and Finance/CFO, Auburn University; Lori Snow, Director, Office of Treasurer Stanford University;

Maggie King
Senior Vice President and Manager Higher Education and Nonprofit Banking, Wells Fargo Bank N.A.

Mark Haas
Vice President for Finance and Treasurer, Michigan State University

Timothy T. Hesler
CTP, Assistant Treasurer, New York University

Cheryl Lloyd
Associate Vice President and Chief Risk Officer, University of California, Office of the President

Stephen Kuhl
Managing Director, Strategic Partnerships, Western Union Business Solutions

Michael Strauss
Chief Economist, Treasury Institute for Higher Education

Ruth Harpool
AAP, APRP, CTP, Managing Director, Treasury Operations, Indiana University

Jim Matteo
CTP, CMA, Associate Vice President and Treasurer, University of Virginia and Chairman, Treasury Institute for Higher Education

Jon Speare
Executive Director, Treasury Institute for Higher Education

James Staten
Senior Vice President, Finance and Chief Financial Officer, University Southern California

John Augustine
Managing Director, Barclays

Gus Anagnos
Chief Information Security Officer, University of Southern California

Jason Belfor
Chief Information Security Officer, University of Virginia

Kathy King-Griswold
CTP, CBM, Associate Treasurer, University of Rochester

Lisa Zimmaro
Esq., Associate Vice President, Risk Management and Treasury, Temple University

Seth Blacher
Payables Product Manager, U.S. Bank

Chris Cowen
Managing Director, Bank of America Merrill Lynch

Ranch Kimball
Trustee, Boston University (Wheelock College)

Martin J. Howard
CPA, CFA, CFP, Senior Vice President, Chief Financial Officer and Treasurer, Boston University;

Angela Kujak
J.D., Senior Director of Contracts, UCLA Technology, Development Group;

Brett Sweet
Vice Chancellor for Finance and Chief Financial Officer, Vanderbilt University

Katrina Niehaus
Managing Director, Goldman Sachs & Co. LLC

Mark Beasley
CPA, PLD, Professor, North Carolina State University

Donald Lukes
CPA, CGMA, University Treasurer, Indiana University

John Dolan
CTP, Treasurer, Carnegie Melon University

Joe Beare
Partner, The Yuba Group, LLC

Mark DeLorenzo
Associate Vice President for Finance and Treasurer, Emory University

Bill Starkey
Ph.D., Senior Associate Treasurer, Treasury, Boston University

Harper Watters
Managing Director, Wells Fargo Securities

John Keshner
Managing Director, Northern Trust Company

Michael Strauss
Chief Economist, Treasury Institute for Higher Education

Mary Peloquin-Dodd
Interim Vice Chancellor for Finance and Administration, North Carolina State University

Anish Bhimani
Chief Information Officer, Commercial Bank, JP Morgan Chase

MaryFrances McCourt
Vice President Finance and Treasurer, University of Pennsylvania;

Dr. Morgan R. Olsen
Executive Vice President, Treasurer and Chief Financial Officer, Arizona State University

Stephanie Pianka
Senior Vice President for Finance and Budget and Chief Financial Officer, New York University

Gary Hunt
Treasurer, University of Cincinnati

Emily Abrantes
Director, Prager & Co., LLC

Jessica Matsumori
Associate Vice President of Finance, Santa Clara, University

Marc Savaria
Vice President, Senior Municipal Bond Analyst, Eaton Vance Management

Oliver Zlomislic
Executive Director, Morgan Stanley & Company, LLC

Matthew Hamill
Senior Vice President, NACUBO

Mike Hastings
Manager, Debt and Real Estate, University of Notre Dame

Brett Padgett
Assistant Vice President for Financial Planning and Analysis and Chief of Staff for Finance and Administration, University of Chicago

Barbara Fahnstrom
Finra Series 7 & Series 63, Public Finance Relationship Manager, PNC Bank N.A.

Sandip Darji
Assistant Vice President for Improvement, Analytics, and Innovation Services, Stanford University

Stefan Peekel
Director, Intelligent Automation, KPMG LLP

Sandra Lynn Neuse
Associate Vice Chancellor of Real Estate and Facilities, University System of Georgia

Ryan Conway
Director, PFM Financial Advisors LLC

Steve Park
Partner, Ballard Spahr, LLP

Christine Potter
Executive Director, Global Operations, Cornell University

Christopher D. Brown
CPA, Vice President, Finance & Treasurer, The Carter Center, Inc

Sue-Ellen, Speight
B.COM, EPSO, Senior Vice President, INTL - FC Stone

Susan Krauss
CPA, Treasurer, University of Kentucky

David Woodall
CPA, Partner, PricewaterhouseCoopers, LLP

Amy Kweskin
MA, Vice Chancellor for Finance and Chief Financial Officer, Washington University in St. Louis

Richard Emrich
CTP, Director of Treasury, Northwestern University

Lawrence R. Andress
Jr., CTP, Manager, Card Account Management, Bank of America Merrill Lynch

Brian T. Smith
CFA, Senior Assistant Vice Chancellor and Treasurer, The University of North Carolina, Chapel Hill

Nina Thanjan
Managing Director, Deloitte

Sponsors & Partners

2019 Alliances

• AFP Association for Financial Professionals
• NACUBO