Agenda

 All sessions will be held within the Crown Plaza Hotel and the neighboring Expo Center. This
schedule is subject to change.

A note when using the Sched app for selecting sessions: First you need to be logged into Sched with the same email address that you used for the registration to have access to select your sessions.

Wednesday, March 12:

2:00 PM – 9:00 PM      Registration Booth Open

3:00 PM – 5:00 PM      UNC Finance Conference Board Meeting

6:00 PM – 9:00 PM      Welcome Reception

Thursday, March 13:

7:00 AM – 5:00 PM       Registration/Check-in

7:00 AM – 8:15 AM       Breakfast

8:15 AM – 8:55 AM       Conference Welcome and Opening Remarks

8:55 AM – 9:40 AM       General Session – UNC System Updates

8:50 AM – 9:50 AM       Breakout Sessions

9:40 AM – 10:15 AM     Break

10:15 AM –11:05 AM     Breakout Sessions

    • Huricane Helene – Lessons Learned
    • Navigating Foreign Tax Obligations
    • Outside Scholarships – The Incredible Journey
    • TIAA – Retirement Checks for Life
    • Tuition & Fee Approval Process for Academic Planning Success
    • UNC System P-Card Policy Changes

11:05 AM – 11:15 AM     Break

11:15 AM –12:15 PM      Breakout Sessions

    • All Funds Budget
    • Chrome River Non-Travel Implementation
    • Group Dynamics
    • NC Office of State Controller – Updates
    • Payroll Roundtable
    • Student Billing & Communications Panel

12:15 PM – 12:30 PM     Break

12:30 PM – 1:30 PM      Lunch

1:30 PM – 1:45 PM         Break

1:45 PM – 2:45 PM       Breakout Sessions

    • AI in Procurement
    • IBIS Basics
    • Lab School Finance Roundtable (Closed Session)
    • NC Dept. of State Treasurer 101
    • NC Office of State Auditor
    • PCI 4.0.1
    • Spending Guidelines
    • Student Holds (Registration/Transcript)

2:45 PM – 3:10 PM       Break

3:10 PM – 4:00 PM      Breakout Sessions

    • Emburse Analytics & Export Builder
    • Jaggaer Optimization
    • NCFS Closeout & Overview
    • Streamlining the SAQ Process
    • Tax Update 1 of 2
    • Tuition Discounting

4:00 PM – 4:10 PM       Break

4:10 PM – 5:00 PM      Breakout Sessions

    • AP Roundtable
    • Banner 9 Finance Self Service
    • Flight Path (Closed Session)
    • GASB 101-Compensated Absences
    • NC P & C Updates
    • Roadblocks to Effective Communication
    • Tax Update 2 of 2

7:30 PM – 10:00 PM    Evening Social

Friday, March 14:

7:00 AM – 8:15 AM        Breakfast

8:00 AM – 12:00 PM      Registration/Check-in

8:15 AM – 8:30 AM        Break

8:30 AM – 10:00 AM      Breakout Sessions

    • Accounting/Financial Reporting Roundtable
    • Controllers Roundtable (Closed Session)
    • OSBM Updates / Budget Roundtable
    • Procurement Roundtable
    • Student Accounts Roundtable
    • Travel Roundtable

10:00 AM – 10:30 AM    Break

10:30 AM – 11:45 AM    General Session – Keynote – It’s Your Life, What Are You Going to Do?

11:45 AM – 12:00 PM    Closing Remarks – Announce 26’ Conference

 

Learning Objective:

To enhance participants’ understanding of trends, best practices, and regulatory updates in higher education finance and administration, while fostering peer collaboration and professional growth.

Specific Learning Outcomes:

    • Gain insights into current trends and challenges facing higher education business administration.
    • Apply best practices from other UNC System institutions to your own operations.
    • Receive updates and insights from state-level partners.
    • Build a professional network with peers from across the UNC System.
    • Understand key regulations and policy changes relevant to higher education finance.
    • Explore additional topics that support effective financial management in higher education.

Teaching Method:

Group Live

Prerequisites:

None

Advance Preparation:

None

Program Level:

Basic

Recommended CPE Credit:

Up to 510 minutes

Cost:

$250