Amato, Melody - Manager, Treasury Operations
Bourkland, Gail S. - Director of Debt Management
Buskirk, Bill - Associate Director, Investment and Endowment Accounting & Reporting
Campbell, Linda - Treasury Administration Specialist
Cobine, Stewart T. - Managing Director, Capital Finance & Assistant Treasurer
Harpool, Ruth A. - Associate Director, Treasury Operations
Heise, Amoret - Director of Finance
Hoffman, Beth I - Manager of Debt & Financial Analysis
McCourt, MaryFrances - Treasurer, Indiana University
Newsom, W. David - Manager, Treasury Operations
Reedy, Dennis W. - Managing Director, Treasury Operations
Shifflett, Cheryl L. - Associate Director, Treasury Operations
Stuart, Kim L. - Senior Manager, Treasury Operations
Thrasher, Diane M. - Banking Security Coordinator, Treasury Operations
Welsh, Josh - LAN/Systems Manager
Wood, Sue - Accounting Associate and TIFCU Administrator
|
Amato, Melody mamato @ indiana.eduPhone: (812)856-5516
Bourkland, Gail S.
gbourkl @ indiana.edu Phone: (812)855-0700
Gail has primary responsibility for administering the process of bringing university bonds, commercial paper and other debt instruments to market. She also manages and ensures the reliability and accuracy of university debt information, debt schedules, and various forms of quantitative financial analysis with respect to university bond issues and other debt financing transactions. Gail holds B.S., M.S., and MBA degrees from Northern Illinois University and is a graduate of the Indiana University Fiscal Officers Development Series. She has been on staff in the Office of the Treasurer since 1993.
Associate Director, Investment and Endowment Accounting & Reporting Buskirk, Bill
bbuskirk @ indiana.edu (812)855-9747
Bill has primary responsibility for administering the investment and endowment accounting and reporting functions of the university. He also ensures the compliance with generally accepted accounting standards and university policies relating to accounting and financial reporting of cash, endowments, and all invested assets; and the safeguarding of university invested resources. Bill holds a B.S. degree in Accounting from the IU Kelley School of Business, is a graduate of the Indiana University Fiscal Officers Development Series, and has been on staff in the Office of the Treasurer since 1976.
Treasury Administration Specialist Campbell, Linda
(812)855-7618 Managing Director, Capital Finance & Assistant Treasurer Cobine, Stewart T.
scobine @ indiana.edu Certified Public Accountant (CPA) (812)855-7657
Stew has primary responsibility for the oversight of the Capital Finance division of the Treasurer’s Office, including the planning, structuring and issuing university bonds, commercial paper, and other debt obligations, general oversight of the University’s debt portfolio, financial policy development, and high-level financial analytical support for the Treasurer and VPCFO senior staff. He is also co-founder and co-director of the Tax Institute for Colleges & Universities. Stew holds a BS in Accounting from the IU Kelley School of Business, is a graduate of the CACUBO Management Institute, is a CPA, and has been on staff in the Office of the Treasurer since 1991.
Associate Director, Treasury Operations
Accredited ACH Professional (AAP) Office: Poplars 226 Ruth is the Associate Director, Banking. Her responsibilities include the facilitation and oversight of the operational and functional aspects of all banking needs and services at departmental and university wide levels. This includes the cash management and concentration of university funds and e-business support. As an internal consultant to all university departments for Treasury questions and needs, Ruth also identifies and bridges any gaps between financial institutions and the departments that use their services. Ruth is also responsible for issuing, coordinating, evaluating and implementing banking RFPs. Ruth started as a Financial Manager in the Office of the Treasurer in January of 2002 and was promoted in Nov 2002 to Assistant Director, Banking. In Aug 2004 she was promoted to Associate Director, Banking. Ruth earned the professional designations of Certified Treasury Professional (CTP) in Nov 2002 and Accredited ACH Professional (AAP) in Oct 2004. She brings to Indiana University a 13 year banking background from a major national financial institution. Positions held at that institution included Operations Supervisor, Cash Management Sales and Service Specialist, Banking Center Manager and Vice President. Later responsibilities included management of 7 to 30 staff members, client services/problem resolution, sales and service achievement coaching and business and consumer product sales and service Heise, Amoret
heise @ indiana.edu Phone: (812)855-9746 Amoret has primary responsibility for financial planning, modeling and analysis, specifically with respect to working capital and capital project financing. She serves as account manager with oversight responsibility for certain asset and liability accounts that are the responsibility of the Office of the Treasurer. She also oversees a portfolio of external agency agreements, and related administration and compliance. Amoret holds a B.S. degree from Yale University, an MBA degree from Columbia University, and is a CPA. She joined the staff in the Office of the Treasurer in April 2007. Manager of Debt & Financial Analysis Hoffman, Beth I
branigi @ indiana.edu Phone: (812)855-7522
Beth has responsibility for debt portfolio analysis and tracking, monitoring of bond proceeds and related construction fund investment accounts, debt payments, and accounting for other Treasury functions. She also provides financial analytical support for the entire Capital Finance group and manages numerous interest allocation processes, unclaimed property analysis, and data extraction report writing for the Capital Finance group. Beth holds a B.S. degree from the IU Kelley School of Business, and has been on staff in the Office of the Treasurer since 1990.
McCourt, MaryFrances B.A. degree in Economics, Duke University E.M.B.A. degree, Case Western University (812)855-7618
MaryFrances McCourt was named Treasurer of Indiana University and Treasurer of the Trustees of Indiana University in August 2005. Before joining the staff of Indiana University, she was Assistant Treasurer for Agilysys, Inc., a $1.7 billion distributor and premier reseller of enterprise computer technology solutions headquartered in Cleveland, Ohio, where she previously held various positions in planning, financial analysis and treasury management. MaryFrances graduated with a B.A. in Economics from Duke University and an E.M.B.A. from Case Western University.
Manager, Treasury Operations Indiana University Office: Poplars 224 David is a Manager in the Banking Support area for the Office of the Treasurer, Treasury Operations. He is presently involved with the cash management of university funds which includes fund transfers, cash forecasting, balance positioning, and short-term investing. David's other responsibilities include banking relations and payment card services. He has been an administrative staff member of the Office of the Treasurer since 1985. |
 |
Managing
Director
Treasury Operations Reedy, Dennis W. dreedy @ indiana.edu B.S. degree in accounting, with distinction, Indiana University Certified Treasury Professional (CTP) Phone: (812)855-9466 Fax: (812)855-3863 Office: Poplars 205 |
|
Dennis W. Reedy currently serves as the Managing Director of Treasury Operations for the eight campuses, 99,000 student Indiana University systems. He has over 30 years experience in cash management, investments and bank relations. Mr. Reedy came to Indiana University in 1987 after spending 15 years as an officer of a major Indianapolis financial institution. His duties at this institution included serving as treasurer of the corporation's banking operations and treasurer/director of its insurance and securities brokerage subsidiaries. Reporting to Mr. Reedy at Indiana University are the cash and investment management operations, banking relations, credit card processing and e-business support.
Mr. Reedy is a Certified Treasury Professional (CTP). He currently serves on the Board of Directors of the Association for Financial Professionals (AFP) and is a past president and current director of the Association for Financial Professionals - Indiana (AFP-IN). Mr. Reedy has been a faculty member for AFP and NACUBO and has served on many of their committees and task forces. He currently serves as a faculty member for the annual University of Kentucky/SACUBO College Business Management Institute (CBMI). Mr. Reedy has served as Co-Executive Director of The Treasury Institute for Higher Education since the Institute’s inception in April 2000. He served as an Associate Editor of the Sixth Edition of AFP's Essentials of Cash Management and served as a member of AFP Body of Knowledge Committee that provided a similar role for the 7th Edition of Essentials of Cash Management. Mr. Reedy also served as the co-author for the treasury management chapter of NACUBO's handbook for higher education business officers (CUBA, Sixth Edition).
Mr. Reedy holds a B.S. degree in accounting, with distinction, from Indiana University.
Associate Director, Treasury Operations
Accredited ACH Professional (AAP) Office: Poplars 207 Cheryl L. Shifflett is the Associate Director, e-Business Operations. Her responsibilities include oversight of the Payment Card Program, including web-based payments, as well as managing the implementation of new e-Business systems for electronic payment processing. She also assists with the daily cash management and banking relations. Cheryl has been with Indiana University since 1997. She began as a temporary employee in the Bank Reconciliation area working on a special project. She then was hired full time within Bank Reconciliation. She came to the Office of the Treasurer in March 1999 as a Financial Analyst in Banking Services. Through hard work and dedication she was promoted to Financial Manager in June 2000 and then to Associate Director, e-Business Operations in November 2002. Cheryl earned her Certified Treasury Professional (CTP) designation in March of 2001 and the Accredited ACH Professional (AAP) designation in October of 2004. Before coming to Indiana University, Cheryl was employed by a small business as their office manager. She worked as a bank teller while attending college. Cheryl is a member of the Association for Financial Professionals (AFP) and the Association for Financial Professionals - Indiana (AFP-IN). Cheryl has presented Payment Card Presentations for the Annual Cards on Campus Conference and the Nelnet User’s Group Meeting as well as faculty introductions at the AFP-IN annual conference.
Senior Manager,
Treasury Operations Certified Treasury
Professional (CTP) Office: Poplars 209
Kim joined the Office of the Treasurer in February 2003 as the Manager of e-Business Support. Kim’s primary responsibilities include Payment Card operations and e-Business support. Other responsibilities include assisting with daily cash management. Kim became a CTP in December 2004 and is a member of the Association for Financial Professionals (AFP) and the Treasury Management Association of Indiana (TMAI).
Kim has 9 years banking and 8 years investment experience at a major national financial institution. She held the position of Banking Center Manager with an officer title of Vice President, as well as served as an Investment Advisor. Kim’s responsibilities included the daily banking operations, insurance & securities client sales & advisement, in addition to client service/problem resolution. Banking Security Coordinator,
Treasury Operations Associate Degree,
Vincennes University Phone: (812)855-8587 Office: Poplars 205
LAN/Systems
Manager B.S.
degree in
Computer Science, Indiana University Office: Poplars 211
Accounting Associate and TIFCU Administrator Wood, Sue (812)855-0709
Sue has primary responsibility for the process of recording electronic payments received by the university, identifying recipient departments, and assisting academic and administrative departments to claim such electronic payments into the appropriate departmental accounts. She also serves as lead administrator for the Tax Institute for Colleges & Universities, an annual professional development conference hosted by IU for the benefit of college and university business officers and tax administrators. Sue holds a certificate in Management Training from the IU Division of Human Resources, and has been on staff in the Office of the Treasurer since 1986.
|
Last
Updated:
11/30/2007
URL: http://www.indiana.edu/~iutreas/
Indiana University,
Bloomington
Comments:
webmaster
Copyright
2003, The Trustees of Indiana
University