Skip to Main Content
Quick Links
Gateway Links
Alumni & Friends
Community
Current Students
Faculty & Staff
Parents & Family
Prospective Students
Campus Resources
Search
Go to Charlotte.edu
My UNC Charlotte
Directory
Campus Events
Library
Prospective Students
About UNC Charlotte
Campus Life
Admissions
Graduate Admissions
Faculty and Staff
Human Resources
Auxiliary Services
Inside UNC Charlotte
Academic Affairs
Current Students
Athletics
Financial Aid
Advising
Student Health
Alumni and Friends
Alumni Association
Advancement
Foundation
Make a Gift
Close This Drawer
Visit Charlotte.edu
Financial Services
Division of Business Affairs
Main Menu
About Us
Meet Our Team
Offices
Partner Offices
Organizational Chart
Resources
Full List of Resources
Forms
Manuals, Guides, and Procedures
Standards and Governance
Whom do I contact?
News
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