Treasury Symposium for Higher Education
January 24-27, 2010
Renaissance Long Beach Hotel
Long Beach, CA

Attendee List:
Final Attendee List

Workshop Evaluation:
Evaluation Form

Session Presentations & Handouts:

Download all of the symposium handouts (zip)

1. Treasury’s Role in the Changing Higher Education Landscape
   
2. “Big Picture:” How Can Health Care and Higher Education Coexist
3. Investment: Short Term Investment Policies for a New Market
4. Debt: Debt Structuring Considerations for Today’s Market
5. Risk: Diversifying Counterparty Risk - this presentation is in two parts: download both parts together (zip); download part a (pdf); download part b (pdf)
6. Investment: The Changing Endowment Spending Model
7. Operations: Evaluating Your Banking Partner
8. Risk: Financial Malfeasance and Internal Controls
9. Investment: Investment Portals & Money Funds: Moving Into the Future
10. Debt: Creating Liquidity in the Capital Markets
11. A Synopsis of the Internal Bank in Higher Education
12. Moving Towards Carbon Neutrality in Higher Education: What Will it Take and Cost?
13. Operations: Accelerating Collections: What’s Next in Electronic Deposit Solutions
14. Debt: Topic 820 (FAS 157) and Alternative Investments (AI)
15. International: Streamlining Your International Cash & Operational Needs
16. The Role of Investors in Capital Markets, Part II
17. Debt: Practical & Effective Bond Compliance
18. International: International Banking Issues
19. Risk: A Senior Management Perspective on Cyber Security
20. Rating Agency Update - this presentation is in three parts: download all three parts together (zip); download part a (pdf); download part b (pdf); download part c (pdf) - handouts are available in three parts: download all the handouts together (zip); download part d (pdf); download part e (pdf); download part f (pdf)
21. Governmental Update - no presentation materials available
22. Financial Advisors: How Much Help is Right for You? - no presentation materials available
23. LUNCHEON: What to Look For Now that the Recession Has Ended
24. WORKSHOP: IRS Bond Audit Survival
25. WORKSHOP: Enterprise Risk Management Issues that Impact Treasury - Visit UC's ERM website at: http://www.ucop.edu/riskmgt/erm/

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