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Office of Investments and Treasury Services

The Office of Investments and Treasury Services manages the investments and treasury (e.g., cash, debt obligations) functions for ¾Ã¾ÃÈÈÊÓƵ. Our goal is to become a cashless campus. The Office of Investments and Treasury Services assists and supports offices around campus to achieve higher levels of security and operational efficiency that result from becoming cashless.

Policies

Review cash handling, endowed and non-endowment funds, and spending policies as well as our regulatory reporting obligations.

Useful Tools and Reminders from Treasury Services

In the Fall of 2020, ¾Ã¾ÃÈÈÊÓƵ officially became a cashless campus. Treasury Services would like to provide some tools, resources and reminders to efficiently collect funds while remaining cashless and adhering to Treasury policies:

Emarket

A customized payment webpage on Miami's Nelnet platform that is great for collecting funds for dues, fees, registrations and sales of goods/services. Contact the Bursar with questions at bur_ecommerce@MiamiOH.edu or 513-529-5821.

Emarkets cannot be used to collect gifts, which the Office of University Advancement will be happy to assist with should you wish to create a giving page.

To request a new eMarket, complete the ecommerce payment application link below:

Loaner Credit Card Reader

A physical wireless or ethernet credit card reader can be reserved for Student Organizations or Departments to physically collect funds via credit card. Reservations are first come first serve! These work well for walk-up purchases and infrequent events where proceeds are collected (i.e. annual conferences/lectures).

Student Organizations should contact the Center for Student Engagement, Activities, and Leadership, ¾Ã¾ÃÈÈÊÓƵActivities@MiamiOH.edu, 513-529-1462 to reserve a reader for up to 3 business days.

Departments who wish to transact business using credit cards, you must contact the Treasury Office to reserve.

Dedicated Departmental credit card reader

Purchasing a dedicated credit card reader for your department is great if you have sufficient transaction volume and a regular or ongoing need to collect funds. An eMarket may also be a solution to meet your needs.

Payment System/Software

If your department would like to utilize ANY payment software/systems, or is planning to replace an existing system that accepts payment, it is imperative to contact Treasury Services early in the process to ensure it is compatible with existing Miami Platforms as well as compliant with Miami's .'

Please note that Departments should not use unauthorized credit card processors/devices such as a mobile phone square, Paypal link, Eventbrite, etc.

Please do not hesitate to contact Treasury Services if you have any questions.

About

The Office of Investments and Treasury Services is responsible for managing the following:

  • ¾Ã¾ÃÈÈÊÓƵ's working capital and reserves
  • Endowment funds held by ¾Ã¾ÃÈÈÊÓƵ and the ¾Ã¾ÃÈÈÊÓƵ Foundation
  • ¾Ã¾ÃÈÈÊÓƵ's capital financing and public debt obligations
  • Accounting and financial reporting functions of the ¾Ã¾ÃÈÈÊÓƵ Foundation

We also provide accounting and financial reporting for the , a not-for-profit organization that receives, invests, and stewards financial support from donors to the University.

We include our annual investment reports within the University's annual financial reports, which you can access through the Office of the Controller.

Contact Us

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