Tax-Exempt Bond Compliance Program

A New Virtual Program 

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.

• Registration is limited to representatives from colleges and universities and designated program supporters.
• The initial program includes five 90-minute virtual sessions: a 60-minute presentation followed by an optional Q&A led by the session’s expert instructors.
• The Q&A discussion is only accessible during the live webinars and is not available in the archive recordings to preserve the privacy of participants.
• The virtual format offers flexibility if one or more of the live dates are inconvenient as participants can mix and match the live/recorded content.
• Registration for on-demand access is available through December 2027. 

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