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Trust fund management, debt and compliance
University Policy of interest:
UP 601.18, Debt Policy
Contacts
Sonja Austin
Financial Reporting and Outreach Analyst
704-687-5807
slaustin@charlotte.edu
Greg Verret
Director of Treasury Services
704-687-5432
gverret@charlotte.edu
Trust fund management, debt and compliance Resources
Forms
Banner – New Banner Fund Request (NBFR)
Banner Fund Name Change
Manuals – Guides – Procedures
Municipal Advisor Letter
Sources and Uses of University Funds Training
Standards And Governance
Appropriate Use of University Funds Standards
