Treasury Roundtable Heather Iannucci UNC-Wilmington

Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. Thank you for your cooperation! 2

Treasury Roundtable Discussion Topics Changing role of the Treasury Office Review of Treasury Functions across the system Delegated authority to manage short to mid-term investments outside State Treasurer’s Office Dodd Frank/Municipal Standards Regulator Board – How will the new standards impact universities? – How do they change our relationships with financial advisors? Biggest challenge protecting university assets? New initiatives, etc. 3

Thank you for your participation! Heather Iannucci UNC-Wilmington