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The Treasurer’s Office provides reconciliation services for all bank accounts. The Treasurer’s Office oversees, analyzes and reconciles investments, provides timely reporting and performance analysis, and has fiduciary responsibility over the University’s Operating Cash Portfolio. The portfolio is comprised of a series of externally managed equity and fixed income portfolios.
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The Treasurer’s Office is responsible for interpretation of federal and state tax law as it relates to operations of the University; dissemination of tax policy and training of campus personnel in the areas of tax compliance; and distribution of tax pronouncements related to various activities of the campus.
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Martin T. Meehan, J.D., President University of Massachusetts, Zunilka Barrett, Secretary, University of Massachusetts Board of Trustees, Lisa A. Calise, Senior Vice President for Administration & Finance and Treasurer, Kyle S. David, University Chief Audit Officer, Susan Kelly, Chief Operating Officer, David A. Lowy, J.D., General Counsel, David McDermott, J.D., Vice President for External Affairs & Senior Advisor to the President, Michael P. Milligan, Chief Information Officer, Colin P. Murphy, Chief Communications Officer, Nefertiti A. Walker, Ph.D., MBA, Senior Vice President for Academic Affairs, Student Affairs, and Equity
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This report has been prepared in accordance with Chapter 9 of the Acts of 2025, line item 7100-0200. The data contained in the linked report demonstrates the University’s continued commitment to transparency, excellence, and careful stewardship of taxpayer, student, and donor investments at our nationally recognized campuses in Amherst, Boston, Dartmouth, Lowell and Worcester. The comprehensive…, Think before you print. This report contains more than 600 pages.
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The University of Massachusetts (UMass), which includes five campuses in Amherst, Boston, Dartmouth, Lowell and the Medical School in Worcester, has made a collective commitment to be “good stewards of resources” including not only fiscal resources but also a commitment to be environmentally responsible. Each of the University’s campuses conducts a wide variety of sustainable programs and…
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The University of Massachusetts, comprising 100,000 students, faculty and staff, is an international research university that extends the promise of American public higher education to thousands of international students and attracts faculty members from across the globe. We are honored that they choose UMass. They enrich our campuses and communities by providing a fullness of perspectives that…, Our Commitment, Read UMass President Marty Meehan's statement on the President’s executive order on immigration and the University's leadership statement on the DACA program ., Latest Updates, UMass Leaders Call for Action on DACA Jan. 5, 2018 UMass Leadership Statement On Administration's Decision on DACA Program Sept. 5, 2017 Governor Baker Pens Letter to Federal Government on Immigration and Refugee Executive Order Feb 3, 2017 AG Healey Announces Lawsuit Against President Trump's Executive Order on Immigration Jan. 31, 2017 Statement from University of Massachusetts…
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The Treasurer's Office in Westborough manages a variety of insurance programs designed to minimize losses associated with the adverse effects of unforeseen events. The major University wide insurance programs are: Commercial General Liability Insurance, Automobile Liability Insurance, Director and Officer Liability Insurance, International Travel Insurance, and Comprehensive Crime/Employee Bond…
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