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| OVERVIEW |
| The need for schools, colleges and universities to focus on cash flow and treasury management strategies has never been more important than now in this era of cutbacks, expense containment and a continuing focus on increasing productivity. Attendees at this two day seminar will learn how some fundamental treasury management practices, when applied to higher education business practices, can help them meet these challenges.
The course design provides for a highly interactive format and will cover a range of topics to include: (subject to change)
| Financial concepts and liquidity management |
| An overview of the domestic payments system |
| Short-term investment alternatives and strategies |
| Revenue collection strategies |
| Disbursement strategies |
| Borrowing tactics and strategies |
| Effective management of financial institution relationships |
| Effective cash forecasting |
These topics will be presented/discussed in a “user friendly” environment where the course instructor encourages questions to clarify, to understand and to challenge concepts. You will not want to miss this opportunity to expand your understanding of treasury management practices and how they can apply to your school, college or university.
Registration is limited to treasury, finance and accounting professionals at institutions of higher education. Space is limited and registrations will be handled on a first come, first seated basis. This seminar is run parallel to the Bursar's conference, but it is a separate entity and you will be attending sessions with Mark unless otherwise noted. If you have questions about the program or its content, please email them to: info@prodev.com.
The fee for this seminar is $560.
REGISTER ONLINE NOW!
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| INSTRUCTOR |
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Mark Krawczyk – CZYK & Associates
Mark has over twenty-five years of management experience spanning two centuries in banking, corporate finance, treasury operations and human resources. Mark is the principal and owner of his own firm, CZYK & Associates. Through his company, Mark provides consulting, training and professional speaking services to clients around the country. Through numerous writings, lectures, seminars and speaking engagements, Mark brings a unique, insightful and, many times, humorous perspective to contemporary issues facing higher education and corporate America today.
Mark is a CTP (Certified Treasury Professional), has twice served on the Board of Directors of the Association for Financial Professionals (AFP), and has been a faculty member for the Graduate School of Banking at LSU in Baton Rouge for over ten years. Mark was also Assistant Treasurer of the University of Michigan for six years. He is actively sought as an entertaining and informative conference keynote speaker and as a knowledgeable practitioner (some might even say an expert) on treasury management, financial operations, change management and certification issues across the country.
Mark received both his undergraduate degree and MBA from Oklahoma State University.
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| AGENDA subject to change |
| Sunday, April 19, 2009 |
| 4:00 - 6:00 pm |
Early Registration |
| 6:30 - 8:00 pm |
Welcome Reception (with Bursars Conference) |
| Monday, April 20, 2009 |
| 7:00 - 8:00 am |
Registration and Breakfast |
| 8:00 - 8:30 am |
Opening General Remarks for the Conference (with Bursars Conference) |
| 8:30 - 9:30 am |
Financial Concepts and Liquidity Issues |
| 9:30 - 9:45 am |
Transition Break |
| 9:45 - 10:45 am |
Payment Systems |
| 10:45 - 11:15 am |
Networking Break |
| 11:15 - 12:15 pm |
Payment Systems, continued |
| 12:15 - 1:15 pm |
Luncheon |
| 1:15 - 2:15 pm |
Short-Term Investments and Strategies |
| 2:15 - 2:30 pm |
Transition Break |
| 2:30 - 3:30 pm |
Collections/Concentration Issues/Strategies |
| 3:30 - 4:00 pm |
Networking Break |
| 4:00 - 5:00 pm |
Disbursement Systems/Electronic Commerce |
| Tuesday, April 21, 2009 |
| 7:45 - 8:45 am |
Registration and Breakfast |
| 8:45 - 9:00 am |
Opening General Remarks (with Bursars Conference) |
| 9:00 - 10:00 am |
Borrowing Management/Strategies |
| 10:00 - 10:30 am |
Networking Break |
| 10:30 - 11:30 am |
Relationship Management |
| 11:30 - 12:30 pm |
Luncheon |
| 12:30 - 1:30 pm |
Forecasting Techniques/Strategies |
| 1:30 - 1:45 pm |
Transition Break |
| 1:45 - 2:45 pm |
Payment Systems Risk and Fraud Prevention |
| 2:45 - 3:15 pm |
Networking Break |
| 3:15 - 4:15 pm |
Course Wrap-up |
| Wednesday, April 22, 2009 |
| 8:00 - 9:00 am |
Breakfast |
| 9:00 - 9:15 am |
Opening General Remarks (with Bursars Conference) |
| 9:15 - 10:45 am |
Last But Not Least Roundtable Discussion (with Bursars Conference) |
| 10:45 am |
Conference Concludes |
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| HOTEL |
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Hilton Austin
The Hilton Austin hotel is located in downtown Austin, Texas, and is the only Austin hotel located adjacent to the Austin Convention Center. The Hilton Austin is also one block from Austin’s famous Sixth Street nightlife and a short stroll to the entertainment, shopping and dining in the Warehouse Entertainment District and 2nd Street District. This downtown location is also convenient to many attractions such as the Capitol Building, Bob Bullock Texas Historical Museum and the LBJ Presidential Library. The Hilton Austin is located only seven miles from Austin Bergstrom International Airport. The hotel's address is 500 East 4th Street, Austin, Texas, 78701.
PDG has been able to secure a special room rate of $185 single/double (plus tax). In order to receive this rate call 512-482-8000. Make sure you mention you are attending PDG's Bursar Conference. This rate extends three days prior to the conference dates and three days after. Please make your reservations early in order to avoid disappointment. |
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| REGISTRATION |
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The registration fee for the Treasury Management Fundamentals for Higher Education Workshop is $560. The fee includes two breakfasts, two luncheons, all refreshment breaks, and all conference materials. If you plan to have two people attend for only part of the workshop, each person must pay the full registration fee. Please note: the workshop sessions, luncheons, and breakfasts are for registered conference participants only. This workshop runs Monday 8:30 am - 4:30 pm and Tuesday 8:30 am - 4:30 pm.
You may register online at www.prodev.com on our secure, credit card safe server. Registration confirmation will be e-mailed within five business days of receipt. If an e-mail is not provided, standard mail will be used. If you do not receive a confirmation, please phone PDG to verify your registration before you depart for the conference. PDG will request payment at registration if your purchase order or payment has not reached our office prior to that time. For additional information, please call us at 812-339-6374 or e-mail us at info@prodev.com.
REFUNDS
Requests for refunds will be honored only if notification of cancellation is received in writing (fax or e-mail) 10 business days prior to the beginning of the workshop. Cancellation by telephone is not sufficient. Registrants who fail to cancel will not be refunded their registration fee. A $50 administrative fee will be charged for all cancellations. No refund will be honored after the workshop. Substitutions may be made if registrant cannot attend. Please notify PDG of substitutions by telephone at 812-339-6374, fax 812-339-0138, or e-mail info@prodev.com.
CANCELLATIONS & SUBSTITUTIONS
In the event of cancellation or change in hotel or date, registrants will be notified by mail. Professional Development Group II, Inc. will not be responsible for expenses involved with a cancelled conference. PDG reserves the right to substitute speakers without notice.
REGISTER ONLINE NOW!
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| AUSTIN |
Austin Convention and Visitors Bureau
Current weather conditions in Austin
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Photos courtesy of Austin CVB
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