Office hours are
Monday – Friday
9:00am – 5:00pm EST

(301) 229-6566

Holding a Course

Q. If we do not have the minimum number of participants for a course, is there another option for receiving training?

A. Yes, we encourage you to first take a look at the course calendar on our site. It is quite possible that there is a course being held in a location that is convenient for you. If there is, please write to us. We will put you in touch with the host to see if there is space available. We also recommend that you email or call us as to your interest because it is very possible that there are organizations or municipalities in your area who have expressed a similar interest. We will serve to coordinate these interests and develop a training program.

Q. We are ready to host a course but need assistance with getting the word out. Can the Institute assist in that regard?

A. Yes, during the booking stage, the Institute will collect information about your location, audience, pricing etc and work with you to develop announcements.

Q. What is the certificate of completion?

A. The certificates disseminated at the end of a course signify that the participant has completed the course. This certificate may be used as documentation for CPFA, CPA and other CPE credits.

Q. I have noticed that some of the programs are 90 minutes and others are four hours. Our state would like a full day of coursework, how can we accomplish that?

A. The Institute will work with you to make recommendations of topics and speakers for the day that compliment each other; stay within budget; and keep overall registration costs to a minimum.

Payment by Check, Credit Card or Purchase Order

Q: When placing my order I received an error message stating that there has been an authorization failure. What went wrong?

A: Please double check that the credit card billing address and the shipping address you provide match and that you have correctly entered your credit card number and expiration date.

Q: We would like to pay by check but are unsure how that works. Can you bill us somehow?

A: If you wish to pay by check, simply indicate “payment by check or money order” when you reach Step 2 of 4 under the section entitled, Payment Details. Following Step 4 an invoice will be generated for you automatically. You will want to mail this invoice along with your check to the Public Treasury Institute .

Q: Is there a receipt when you pay by credit card?

A: Yes, following Step 4, a receipt will be automatically generated for you.

Q: Can you ship our order and then bill us?

A: Orders are shipped when your payment is received. If you wish to provide us a purchase order number, we will ship prior to payment being received. Simply follow Steps 1-4. Indicate, Payment by Check when you reach Step 2. During Step 4, there will be a section for comments, please provide us with your purchase order number. Please use the Invoice automatically generated to submit for processing your payment to us.

Q: Need a W-9 Form?

A: Please click here to obtain a completed W-9 form from the Institute.

Q: Is it safe to use my credit card on your site?

A: Shopping at is safe. Our site is protected by SSL encryption technology.

Q: What forms of payment do you accept?

A: We currently accept Visa and MasterCard as well as checks and money orders.


Q: How long will it be before I receive my order?

A: Orders are mailed within 2-3 business days using media mail through the USPS. Once your order is shipped, you can expect to receive it in approximately one week. Please note that media mail does range between 3-14 days depending on the time of year and location.

Q: How do I expedite shipping?

A: To have your order shipped via Federal Express, please contact us at or call (301) 229-6566 and provide your federal express number. If you are paying by credit card, your card will be charged our standard shipping fees for media mail.

Q: Do you ship to addresses outside the United States

A: We ship to all US States and Territories, Canada and Mexico . Sorry, we do not ship outside of North America at this time.


Q: How do you purchase books to be used in conjunction with a seminar and are there discounts?

A: For bulk orders, please call the Public Treasury Institute at (301) 229-6566 or write to Info@PublicTreasuryInstitute to discuss the discounts and how to offer training using these publications.

Contact: Stacey Crane, Public Treasury Institute (301) 229-6566 or email:

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