Financial Advisor Services (Request for Proposal)
Posted
Sep 22, 2026
Oct 19, 2026
Provide financial advisor services.
Associate Director, Purchasing Services at University Of North Carolina At Chapel Hill
Employing Organization
Team
Decision makers at University Of North Carolina At Chapel Hill
Assistant Dean for Academic Programs
Assistant Dean for Student Affairs
Assistant Dean of the Office of Specialized Master’s Programs
Assistant Dean of Workforce Development (Public Service Leadership Program)
Assistant Dean, Recruitment, Admissions and Financial Aid
Key decision makers in the same organization
RFP Activity
These public RFPs list Mark Thomas Sillman as a point of contact.
Posted
Sep 22, 2026
Oct 19, 2026
Provide financial advisor services.
Organization Signals
Board meetings, strategic plans, and buyer signals from Mark Thomas Sillman’s organization
The committee reviewed progress on equality policy compliance, noting that efforts are now integrated into day-to-day university operations. Key topics included ongoing educational initiatives, internal compliance checkpoints for position descriptions, and reviews of web content and donor agreements to ensure adherence to neutrality and non-discrimination requirements. The committee discussed the necessity of managing risk across different compliance silos, the potential for using technology to better synthesize data, and challenges regarding conflicts between institutional neutrality requirements and the demands of external accrediting bodies.
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The meeting included an election of Board of Trustees officers, the swearing-in of members, and the review of the 2026-27 ACC Governing Board Certification Form. Committee reports were presented covering Audit, Compliance, and Risk Management; Budget, Finance, and Infrastructure; and External Relations. The Board reviewed a self-evaluation report regarding its own effectiveness. Additionally, personnel actions, including tenure appointments and a head coach contract, were reviewed and approved. A legislative update was provided, and the Board discussed and approved proposed 2026-27 meeting dates, with exceptions for certain sessions pending further review.
The Board meeting included discussions on various capital projects, designer selections for campus upgrades, and approval of self-liquidating debt for housing developments. Key topics featured the election of the Endowment Fund board, appointment of a board officers nominations committee, updates on enterprise risk management, and the review of the fiscal year 2027 risk assessment and internal audit work plan. Additionally, the meeting addressed personnel actions and received reports from committee chairs regarding university affairs, budget and infrastructure, and honorary degrees.
The committee convened to address the presentation and consideration of award nominees. The session included a motion to enter a closed session in accordance with the North Carolina Open Meetings Law to maintain the confidentiality of privileged information regarding the nominees.
Extracted from official board minutes, strategic plans, and video transcripts.
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