President & CEO - Crescent CFO LLC
Co-Executive Director - Treasury Institute for Higher Education
President & CEO - Crescent CFO LLC
Co-Executive Director - Treasury Institute for Higher Education
No experience in borrowing for operations, buildings, renovations and other capital assets? Not really sure how to define just what a bond is, or what possibilities exist if you need to borrow for your institutional needs? This course will introduce participants to the basics of external borrowing, introducing you to the major players in the process and the language they speak. Explore the history of bond financing in higher education and the municipal market—the most common source of long-term financing. Leave with a basic understanding of different types of debt instruments (long-term bonds and short-term) capital budgeting, the rationale for issuing debt or borrowing for operations, and sources of capital for colleges and universities. Learn about the different types of documents that are associated with external borrowing and see some examples of past bond projects.
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