Agenda

 All sessions will be held at the Sheraton Imperial Hotel Raleigh-Durham Airport at RTP
Schedule is subject to change.

Wednesday, March 25:

2:00 PM – 6:00 PM      Registration Booth Open

6:00 PM – 9:00 PM      Welcome Reception

Thursday, March 26:

8:00 AM – 5:00 PM           Sessions

7:30 PM – 10:00 PM        Evening Social

Friday, March 27:

8:00 AM – 12:00 N         Sessions

CPE Information

These courses are not offered under a sponsorship agreement between the UNC System Finance Conference and the North Carolina State Board of Certified Public Accountant Examiners. However, this program is designed to meet the requirements of North Carolina Administrative Code as stated in  21 NCAC 08G.403(c), 21 NCAC 08G.0404, and 21 NCAC 08G.0409. References are to the North Carolina Administrative Code, Title 21 – Occupational Licensing Boards and Commissions, Chapter 08 – Certified Public Accountant Examiners. The UNC System Finance Conference will retain documentation proving that the courses met these standards.

Dates: March 25-27, 2026

Location: Sheraton imperial hotel RTP | Durham, NC

Objective: To exchange ideas, user-developed software, techniques, procedures and reports primarily through this annual conference hosted on a rotational basis by member schools of the University of North Carolina System.

Prerequisites: Must be employed by a UNC System institution in a finance or finance supporting position.

Recommended CPE Credit: Up to 10 hours

Cost: $250

 

Session Topics

 More Topics to Come! This is a Preliminary List of Session Topics.                                                                                                                                      

Plenary and Keynote Speakers

Keynote – Jamie Valvano

UNC System Office Finance Update- Jennifer Haygood, Sr. Vice President/Chief Financial Officer

Closing Plenary Session – Dan Kenney, Former UNCP Chief of Staff

General

Cybersecurity

PCI Compliance

The Significance of Habits/Systems compared to Goals for Leaders (Dan Kenney, Former UNCP Chief of Staff)

Internal Controls in a Hybrid Work Environment (Amy Hisler, UNCC)

Budget

OSBM Updates

All Funds Budget (UNC System Office)

Base Budget Process (OSBM)

The Philosophy of Efficiency. Is there a Better Way? (Steven Honeycutt – First Tryon)

Budget Roundtable

Student Accounts

Financial Aid Impact on Student Accounts (Vincent Harris, FSU & Tim Sampson, UNCP)

Financial Responsibility- Why they are important

Student Accounts Roundtable

Systems / Accounting

Jaggaer Pay and AI Invoice Automation (Jaggaer)

Modernizing Payables: Best Practices and Insights from Across the Industry (JP Morgan)

AI Adoption and Tools for Finance Professionals (Allysa Robinson, UNCG)

How to Set up Touchnet Marketplace (FSU/UNCP)

Processing Gift Card and Tango System (FSU)

Systems Roundtable (Carole Wilson, ECU)

Purchasing

NC P&C Updates – P-Cards (DOA)

Department of Administration Topics

Strengthening IT Budgets with the UNC System Master Lease Agreements (First American)

Maximizing Values in T&E and Spend Management (Huron Consulting)

Procurement Roundtable

Finance / General Accounting

Office of the State Auditor Update

Office of the State Controller Updates

FDM Updates (UNC System Office)

Travel Roundtable

Financial Reporting Roundtable

Tax Update (KPMG)

AP Roundtable (Jacque DeRenzo, UNCW)

Controllers Roundtable