Treasury Symposium 2022 | Treasury Institute for Higher Education | 29 January 2022 | Hyatt Regency Savannah, 2 W Bay St, Savannah, GA 31401, USA

This Symposium’s 20+ years of being the premier program for senior executives in Higher Education. We return for a 3 day in-person program which delivers practitioner developed, strategically focused educational sessions and networking opportunities among participants, speakers, and supporters.

This Summer the Program Committee is a hard at work developing the agenda. Details will be posted here and shared via email as they become available. Ensure you recieve all Symposium information by updating your contact information with us.

2022 Speakers

CO-CHAIRS:

Valarie Van Vlack
Texas State University

Donald Lukes, CPA
University Treasurer, Indiana University

SPEAKERS:

Denise Laussade, CTP
Treasurer, Virginia Commonwealth University

Gus Faucher
Chief Economist, PNC Financial Services Group

Michael Strauss
Senior Economist, The Treasury Institute for Higher Education/Managing Director, Bank of America

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

Alysa Gerlach, CTP
Vice President Finance and Assistant Treasurer, Northeastern University

Eric Bram
Vice President, Rieth Jones Advisors

Roger Goodman
Partner, The Yuba Group, LLC

Sharon Loosman
Director of Procurement & Business Services, North Carolina State University

Thomas J. Pierce III, CPA,
Senior Director of Bursars & Treasury Services, Georgia Institute of Technology

Nik Batheja
Executive Director -, Head of API, J .P. Morgan Chase

Tashni-Ann Dubroy, PhD, MBA
Executive Vice President and Chief Operating Officer, Howard University

Gregg Goldman
Vice Chancellor and Chief Financial Officer, University of California, Los Angeles

Susan Maddux, CPA
Vice President for Finance and Administration, Furman University

Scott Frew
Interim Vice President for Finance and Treasury, Dartmouth College

Allen Hah
Assistant Vice Chancellor for Finance, The University of Texas System

Joe Beare
Partner, The Yuba Group, LLC

Kevin Sisler, CTP
Director of Treasury Services, University of Kentuck

Lawrence Pannell, CTP
Director, Channels and Partners Leader

Madison Donnini
Vice President, Working Capital Consultant, U.S. Bank

Gerry Hamilton
Director, Facilities Energy Management, Stanford University

Karen Kearney
Treasurer, Stanford University

Monica Reid
Founder & CEO, Kestrel Verifiers

Sarah Strickland
Director, Higher Education Nonprofit Investment Banking Group, BofA Securities

Peter C. Keyes, CPA
Director, Debt Management & Deputy Associate Treasurer, Drexel University

Michael Demissie
Head of Digital Assets Unit and Advanced Solutions, BNY Mellon

Ruth A. Harpool, AAP, APRP, CTP
Payment Services Advisor, CampusGuard

Chris Cowen
Senior Vice President and Chief Financial Officer, University of Florida

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

Jee He Kim
Executive Director, University of Pennsylvania

Jim Costello
Managing Director, J.P. Morgan

Mary Peloquin-Dodd
Associate Vice Chancellor, Finance and University Treasurer, North Carolina State University

John Augustine
Managing Director, Barclays

Marvin Lewis
Deputy Athletics Director for Finance & External Affairs, Brown University

Graham Robert Neff, MBA,
Deputy Director of Athletics, Clemson University

Alexandra Byrnes
Director, PFM Financial Advisors LLC

Erin Archer, CFA
Vice President of Finance and Operations, Sarah Lawrence College

Harper Watters
Managing Director, Higher Education and Nonprofit Group, Wells Fargo Corporate & Investment Banking

Liz Clark
Vice President, Policy and Research, NACUBO

Bill Starkey, PhD
Associate Vice President, Debt, Treasury and Risk Management, Boston University

Mark Cabana, CFA
Managing Director, Head of U.S. Rates Strategy, BofA Securities, Inc. Global Research

Pete Vujasin
Director, Higher Education Nonprofit Investment Banking Group, BofA Securities, Inc.

Weston Whitworth
Assistant Controller, Idaho State University

John McElroy
Senior Manager, Product Strategy, TouchNet

Maria-Kristina Hayden
Vice President, Head of Cyber Wargames and Awareness, BNY Mellon

Benjamin Zweig, PhD
CEO, Revelio Labs

2022 Supporters

• Bank of America
• Barclays
• BNY Mellon
• Goldman Sachs
• HSBC Bank
• J.P Morgan
• Morgan Stanley
• Northern Trust
• PFM
• PNC
• Prager & Co
• TouchNet
• US Bank
• Wells Fargo
• Western Union
• The Yuba Group