In today’s environment, quick access to 100% cash visibility isn’t a nice to have; it's a must have. Higher education institutions across the country need to make crucial decisions based on their cash position and forecast. To effectively and efficiently provide this information, the treasury function must advance their technology by automating outdated manual processes like using excel or logging individually through bank portals.

The California State University and Southern Methodist University will discuss how they advanced their treasury function to accurately support their universities. They have transitioned to a strategic function and have been able to:

  • Produce accurate cash reporting to leadership
  • Pivot seamlessly to a work-from-home environment at a critical time
  • Effectively manage and strategically invest excess cash
  • Become a value-add, strategic partner to their universities.

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Steven Otwell

Brice Priestley

Assistant Treasurer, Southern Methodist University 


Krishnan Venkatachalam

Ashlee Hartman

Higher Ed Executive Director, Kyriba

Steven Otwell

Ron Flatt

Director Treasury Operations, The California State University - The Office of the Chancellor


Korina LaLuzerne

Whitney Henry

Higher Ed Consulting Director, Huron Consulting