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Trust fund management, debt and compliance

University Policy of interest:

  • UP 601.18, Debt Policy

Contacts

Sonja Austin
Sonja Austin
Trust Fund Analyst
704-687-5807
slaustin@charlotte.edu
Greg Verret
Greg Verret
AVC for Finance & 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

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