Treasury Symposium 2020 | Treasury Institute for Higher Education | 26 January 2020 | Belmond Charleston Place, 205 Meeting St, Charleston, SC 29401, USA

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!

2020 Speakers

Tashni-Ann Dubroy, Ph.D.
Executive Vice President and Chief Operating Officer, Howard University

Jason Knoch
Assistant Vice President, Financial Services, Princeton University

James F. Lock III, CTP, CISCP/P
Managing Director, J.P. Morgan Chase Bank, N.A.

John Dolan, CTP
Associate Vice President and Treasurer, Carnegie Mellon University

Peter Yi, CFA
Senior Vice President - Director Fixed Income, The Northern Trust Company

Linda Fan
Managing Partner, The Yuba Group, LLC

Dave Lawrence
Vice Chancellor, Finance, National University System

Cory Nomura, MBA
Senior Vice President, Finance and Administration, University of Redlands

Doug H. Brown
Managing Director, Wells Fargo Securities

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

Joel Rosenblatt
Director, Computer and Network Security, Columbia University

David Morris, CISSP, CCSP
Cyber Exercise Program Manager, U.S. Bank

Michael Strauss
Economic Advisor, The Treasury Institute for Higher Education

Robert Rosener
Vice President, Morgan Stanley

MaryFrances McCourt
Vice President Finance and Treasurer, University of Pennsylvania

David J. Provost
Executive Vice President for Finance and Administration and Treasurer, Middlebury College

Sally Bednar
Managing Director, Wells Fargo Securities

Adam J. Day, CTP
Associate Treasurer, Rutgers, The State University of New Jersey

Timothy T. Hesler
Assistant Treasurer, Global Banking, Cash Management and Treasury Operations, New York University

Edward J. Achtner
Head of Digital Banking and Strategic Change, HSBC Bank

Jennifer W. Davis
Executive Vice President and Chief Operating Officer, University of Virginia

James S. Matteo, CTP, CMA
Vice President for Finance and Treasurer, Princeton University

Jake Wozniak, CTP, FP&A
Treasurer, Vice President of Financial Services and Innovation, The Ohio State University

John H. Augustine
Managing Director, Barclays Capital, Inc.

Rommel Medina
Director, Barclays Capital, Inc.

Sharon Loosman
Director, Procurement and Business Services, North Carolina State University

John McHugh, CPM
Director Procurement and Supplier Diversity Services, University of Virginia

Donald Lukes
University Treasurer, Indiana University

MaryFrances McCourt
Vice President Finance and Treasurer, University of Pennsylvania

Christopher Cowan
Managing Director, BofA Securities; and Marc Savaria, Vice President, Eaton Vance Management

Matthew W. Hamill
Senior Vice President, Strategy and Solutions, NACUBO

Christopher Mager, CTP
Managing Director, Digital Office, BNY Mellon Treasury Services

Christopher W. Malins, CPA
Associate Vice President Finance and University Treasurer, University of Washington

Elizabeth Shelton, CTP
Assistant Vice President for Investments and Treasury Operations, Stevens Institute of Technology

Roger Goodman
Partner, The Yuba Group, LLC

Divina Chan
Associate Vice President, Student Financial Accounts, DePaul University

Sharon Loosman
Director, Procurement and Business Services, North Carolina State University

Anthony Amodeo
Vice President, Bank of America

Craig R. McCurley
Director of Treasury, Harvard University

Brian E. Edelman
President, Purdue Research Foundation

Ritu Kalra
Managing Director and Head of PSI Higher Education Finance, Goldman Sachs & Co. LLC

Jennifer Ealy
Director Housing Real Estate Services, Princeton University

Annette Sommer
Senior Associate Treasurer, University of Washington

Janine Wilcox
Treasurer, New York University; and Diana L. Hoadley, Vice President, Goldman Sachs & Co. LLC

Nancy Majerek, CTP
Treasury Manager, University of Notre Dame

Robert Foote, CTP
Director Digital Disbursements Product Management Global Transaction Services, Bank of America

Scott Johnson
Head of Product, Western Union Business Solutions

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

Kathleen T. McNeely
Senior Vice President of Administration and Chief Financial Officer, NCAA

Denise Laussade, CTP
Senior Director, Office of Treasury Operations, Purdue University

Stacey Crawshaw-Lewis
Partner, Pacifica Law Group LLP

Timothy T. Hesler
Assistant Treasurer, Global Banking, Cash Management and Treasury Operations, New York University

Philomel Peña
Assistant Director Cash and Liquidity Management

Chad Prescott, CTP
Managing Director, National Head of Healthcare, Higher Education and Nonprofit Treasury Services, J.P. Morgan Chase

2020 Alliances

• Association for Financial Professionals
• NACUBO