State Treasurer's Conference
Registration has closed and we are no longer accepting registations
June 10 & 11, 2025 via Zoom
9:00 am - 1:00pm
Audience: These sessions are intended for city and county managers, finance officers, finance staff, and others that work in financial management
Agenda: HERE
Equipment Preparation: Please join from a device where you can see the slides and Q&A box. Cameras and microphones will be turned off for this conference.
Zoom Link to join will be sent to registrants the week prior to the first session in a reminder email.
If you have not received this "Know Before You Go" reminder from Susan Hutchinson by 5pm Thursday, June 5th, please email Susan at Hutchinson@sog.unc.edu
CPE Credit: 405 minutes. Code Words: We will use beginning and ending code words during the conference. You must be present at the beginning and end of the sessions in order to receive the code words. These words will need to be included when you complete your CPE form. A link to the CPE form will be included in your reminder email.
Materials: Materials for this 2-day program will be posted under the Materials tab above as they are received
Credit for Managers of UAL Units: Commensurate with the hours of participation in the conference. All sessions of this conference are approved by the LGC toward the 6 clock hours of education required of managers of counties or municipalities on the Unit Assistance List. This education is required pursuant to changes to G.S. 153A-82 and 160A-148 enacted in Session Law 2021-124. Note that the clerk to the county’s or municipality’s governing board must maintain a record verifying receipt of the education by the manager and must provide this information, upon request, to the Secretary of the Local Government Commission.
2025 Agenda: HERE
Materials: Materials will be posted below as they become available throughout the program.
Materials June 10:
GASB Update
Unclaimed Property
LGC Fiscal Mgt Update
Materials June 11:
LGC Debt Mgt Update
NC Retirement System
Audit Review Issues and LOGOS
Administrative Code 20 ncac 03 .0502 AUDIT CONTRACT
Administrative Code 20 ncac 03 .0505 AUDIT BILLINGS
Administrative Code 20 ncac 03 .0508 RESPONSE TO THE INDEPENDENT AUDITOR'S FINDINGS, RECOMENDATIONS AND FISCAL MATTERS
Slides: Common Audit Review Issues _ LOGOS Audit Module 2025 Treasurer's Conference
G.S. 159-13 The budget ordinance form, adoption, limitations, tax levy, filing
G.S. 159-28 Budgetary accounting for appropriations
G.S. 159-29 Fidelity Bonds
G.S. 159-34 Annual independent audit; rules and regulations
ARPA, GAAP & Budgetary Accounting for Cash Flow Loans, and Statutory Compliance Checklist
**These materials will be available until July 31, 2025
CPE Credit Minutes: 405
Code Words: We will use beginning and ending code words during the conference. You must be present at the beginning and end of the sessions in order to receive the code words. These words will need to be included when you complete your CPE form. A link to the CPE form will be included when we send you the Zoom link the Friday before the Conference.