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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 Miami University. 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.


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, Miami University 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:

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,, 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 PCI policies.'

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.


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

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

We also provide accounting and financial reporting for the Miami University Foundation, 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.

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