Tax-Exempt Bond Compliance Program

A New Virtual Program Offering

The Board of Directors, Staff, and Program Committee Members are dedicated to making this new virtual program responsive to the needs of College and University administrators. Specifically, this program is targeted to higher education, tax-exempt bonds.

Participants who will benefit from this program include debt managers on campus, treasury staff, chief financial officers, and any other professionals on campus who want to enhance their familiarity with the compliance requirements of tax-exempt bonds. It will also provide an opportunity for other staff to learn the basics of bonds, how to plan for the issuance of bonds, the major players in bond markets, and the actual issuance and compliance responsibilities associated with tax-exempt debt.

By the end of the five-course sequence, attendees will understand the basic requirements in this unusual sector with a heavy emphasis on business activities. The Treasury Institute for Higher Education, as its mission, rests heavily on practitioner-led education and this new program is no different.

Sessions and Dates

Our Program Committee is hard at work developing the content and instructors for each session listed below. 

• Session 1: Bond Basics: September 15, 2026
• Session 2: Gearing up to Issue: October 13, 2026
• Session 3: Issuing the Debt: November 10, 2026
• Session 4: Post-Issuance Compliance Part I: December 8, 2026
• Session 5: Post-Issuance Compliance Part II: December 15, 2026 (subject to change)
  
  

Program Details

The 2026 registration fees, per session, are $149. We encourage you to register and pay online. The program may be registered per session, or as a full series. The full series registration fee is $595, a $150 savings over registering separately for each class. Attendees who complete the five-session sequence are eligible to receive a digital credential.

If you are unable to make the payment using the registration portal and require an invoice, please contact us.

• The initial program of five sessions will be offered in 90 minute virtual sessions, including an optional Q&A led by the session’s expert instructors.
• The Q&A period will be available to clarify any points delivered in the recorded portion of the program.
• The optional Q&A period is not available later in recorded format to preserve the privacy of attendees.
• Our virtual format offers flexibility if the below dates are inconvenient.
• Attendees can mix and match the live/recorded delivery format.
• Attendees can listen to any session in the live format, and mix and match the remaining sessions through the on-demand virtual format.
  
  

Event Participation

Attendance is limited to representatives from colleges and universities and designated program supporters. If you have any questions regarding this policy, please contact us. 

Thank You Tax-Exempt Bond Compliance Supporters