2023 Finance Conference

Hosted by UNC Charlotte
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Agenda

 All sessions will be held at the UNC Charlotte Marriott Hotel & Conference Center.
Schedule is subject to change.

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Monday, March 13:

  • 2:45 – 5 p.m. — Registration desk open
  • 3 – 4:30 p.m. — Board meeting
  • 4 p.m. — Hotel check-in begins
  • 6 – 9:00 p.m. — Evening reception

    Tuesday, March 14:

    • 7:30 a.m. – 5 p.m.— Registration desk open
    • 7 – 8 a.m. — Breakfast
    • 8:15 – 8:25 a.m. — Welcome and introduction (Rich Amon, UNC Charlotte)
    • 8:25 – 8:35 a.m. — Update from the UNC System Office (Jennifer Haygood, UNC System Office)
    • 8:35 – 9:30 a.m. — General session (Brandon Wolfe & Anne Brown, UNC Charlotte)
    • 9:30 – 10 a.m. — Break
    • 10 – 11 a.m. — Breakout sessions
    Breakout Session Topics
    Topic Presenter
    Turnover / Succession Planning Antonio McDaniel, NC Central University
    OSBM Update OSBM
    Cybersecurity in Higher Ed Lynn Martin, BofA
    Enterprise Risk Management Steven Dunham, UNC Charlotte
    • 11:15 a.m. – 12:15 p.m. — Breakout sessions
    Breakout Session Topics
    Topic Presenter
    OSC Update OSC
    Division of P&C Update Division of P&C
    Debt Issuance 101 Josh Lassiter, First Tryon
    Hi AP – It’s time to transform your supplier relationships BofA
    • 12:15 – 1:30 p.m. — Lunch
    • 1:30 – 2:30 p.m. — Breakout sessions
    Breakout Session Topics
    Topic Presenter
    OSA Update OSA
    Out-of-State Employees UNC Charlotte
    Public Records Act UNC Charlotte Legal Affairs
    Bursar Roundtable Alexis Levenson, UNC Asheville & Alicia Bartosch, UNC Charlotte
    • 2:30 – 3 p.m. — Break
    • 3 – 4 p.m. — Breakout sessions
    Breakout Session Topics
    Topic Presenter
    Excel Skills – Tables, Pivots and Other Moves Joanne Jones, WCU
    Financial Reporting Topics Melissa Roberts, UNC Charlotte
    PCI Compliance and Payment Processing Updates Michael Slavin, Fiserv
    Procurement Contracts Scott Brechtel, UNC Charlotte
    • 4:10 – 5 p.m. — Breakout sessions
    Breakout Session Topics
    Topic Presenter
    Knowledge Share n/a
    Payroll Roundtable Marlo Hardiman, UNC Charlotte
    Endowment & Investments Roundtable Ellen Harris, UNC Charlotte
    Purchasing Roundtable Scott Brechtel, UNC Charlotte
    P-Card Roundtable Annette Heller, UNC Charlotte
    Budget Roundtable (closed) Ken Smith, UNC Charlotte
    Controller Roundtable (closed) Amy Hisler, UNC Charlotte
    • 7 – 10 p.m. — Evening social event

    Wednesday, March 15:

    • 7:30 a.m. – 12 p.m.— Registration desk open
    • 7 – 8:15 a.m. — Breakfast
    • 8:30 – 9:30 a.m. — General session (Jeff Korzenik, Fifth Third Commercial Bank)
    • 9:30 – 10 a.m. — Break
    • 10 – 11 a.m. — Breakout sessions
    Breakout Session Topics
    Topic Presenter
    All-Funds Budget Process UNC System Office
    How to Manage Remote / Hybrid Teams Heather Iannucci, UNC Wilmington
    Tax Update 1 KPMG
    Private Use / Arbitrage Considerations Brandon Lofton, RBH
    Fighting Fraud Cyndi Autenrieth, UNC Charlotte
    • 11:10 a.m. – 12 p.m. —Breakout sessions
    Breakout Session Topics
    Topic Presenter
    Excel Skills – Power Pivots Joanne Jones, WCU
    Travel / Post-Covid Discussion Jerri Painter, UNC Charlotte
    Tax Update 2 KPMG
    Capital Assets Roundtable Ghazala Bibi, UNC Greensboro
    • Conference concludes by 12 p.m. Hotel check-out is also at 12 p.m.