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Course Catalog

To register for an upcoming class, visit the ConnectCarolina website and sign in with your Onyen and password. Select Training Enrollment under the Self Service tab. You can search by “Course Name” (using the course titles shown below) or by a specific “Course Date.” If you have questions about course offerings, call Organization & Professional Development at 919-962-2550. All courses are free and available to faculty and staff members at UNC-Chapel Hill.

View Courses by Subject:

Professional Development


In today’s work world, we often need to work in groups of people who have many differences, and yet are supposed to seamlessly form an effective team. We have all heard the term “team building,” and at one point or another most of us have gone through a team building process, whether we know it or not. But what exactly is team building and how can it be successfully used to help diverse groups work together more effectively? Understanding the main building blocks and development stages of teams can give any group of people the right tools to form a cohesive and productive group.

At the end of this workshop, you will be able to:

  • Describe the seven practices of highly effective teams
  • Identify your own strengths
  • Identify your areas for improvement
  • Describe 10 common team problems
  • Identify what you can do to avoid the 10 most common team problems
  • Identify ways to work effectively with others
  • Describe how conflict forms
  • Describe how individual backgrounds can lead to issues in the workplace
  • Identify ways to adapt based on peoples’ behavior styles

Location: 104 Airport Dr., 1501-A

Monday, August 21, 2017
12:00-1:00 p.m.

Sponsored by the Office of Human Resources Organization & Professional Development


For a long time, the scientific community believed we were born with a certain number of brain cells and neural pathways and that, once damaged, they could not be repaired. In reality, our brains are much more flexible. Depending on our lifestyle, we can weaken or destroy connections, or create new, stronger ones. Engaging regularly in certain behaviors and activities, like physical exercise, addressing mental health issues, meditation, and learning a new language or musical instrument, support new wiring and can make existing pathways stronger. Essentially, we can slow down or somewhat prevent cognitive decline by doing challenging mental exercises to keep our brains fit for optimal power.

At the end of this workshop, you will be able to:
Identify traits of a healthy brain:
– The ability to learn new skills
– Judgement and intuition
– Memory and perception

Identify barriers to good brain health:
– Depression
– Chronic stress
– Unhealthy lifestyle

Identify methods for optimal cognitive health:
– Engaging in new skills and mentally challenging activities
– Meditation
– Physical exercise
– Brain training

Location: ON-LINE

Friday, June 9, 2017
9:00 – 10:00 a.m.

Sponsored by the Office of Human Resources Organization & Professional Development


Trust is an essential component of successful relationships both at work and in one’s personal life. By establishing yourself as a person in whom others can put their trust, you can position yourself for greater personal happiness and professional success. Earning trust can take time and is not always easy, however. This workshop will describe several practices that help people build personal trust and credibility.

At the end of this workshop, you will be able to:

  • Describe trust as a long-term strategy
  • Identify the difference between trust and persuasiveness
  • Identify the three components of earning trust
  • Describe how empathy can help you earn trust
  • Describe how honesty can help you earn trust
  • Describe how reliability can help you earn trust
  • Identify ways to overcome common trust barriers
  • Describe ways to overcome difficult past experiences
  • Describe ways to overcome fear of getting hurt

Location: ON-LINE

Friday, September 8, 2017
11:00 a.m. – 12:00 p.m.

Sponsored by UNC Human Resources Organization & Professional Development


Does your business writing convey your ideas in a concise and professional manner When you need to write a business document, do you draw a blank on how to start Have you ever sent a business email that was misinterpreted by the receiver Join us in this interactive class, where you will review the fundamental processes of writing, from the planning phase to writing drafts and editing the text. You will learn tips for proofreading and formatting business letters and emails. This session will be packed with opportunities to practice business-writing skills, and you will leave with a thick packet of detailed information on best business writing practices.

Location:  104 Airport Drive, 1501-A

Thursday, September 21, 2017
8:30 a.m. -3:00 p.m.

Sponsored by UNC Human Resources Organization & Professional Development


Coaching is a way of helping others learn how to help themselves to achieve extraordinary results, by deepening their learning and improving their performance. Although anyone may attend, the course will focus on the manager’s support of employee development without removing the employee’s responsibility to help themselves and be held accountable. Coaching emphasizes building strengths and minimizing weaknesses; adversity is reframed as a challenge. Over the course of two mornings, participants will gain a working understanding of coaching, examine a variety of coaching models, learn key coaching skills, enhance self-awareness and listening skills, and practice with peers and others.

Location: 104 Airport Drive, 1501-A

Thursdays, June 1 & 8, 2017
8:30 a.m. – 12:30 p.m.

Sponsored by UNC Human Resources Organization & Professional Development


Communication is part of your everyday life, yet the chances are that you have never examined what makes communication more or less effective. From practical conversations with co-workers to how you present yourself to supervisors and customers, learning communication skills is essential to succeeding in the workplace. This class will provide an introduction to key fundamental skills and attitudes that enable you to stay in dialogue even when it is challenging. You will improve your skills at clarifying your motives, expressing your message to increase understanding, helping others engage in respectful dialogue, listening deeply, and getting a derailed conversation back on track. Skill practice will reinforce these essential tools so that you can apply them with confidence.

Location: 104 Airport Drive, 1501-A

Thursday, September 14, 2017
8:30 a.m. – 12:30 p.m.

Sponsored by UNC Human Resources Organization & Professional Development


Working with customers can be difficult, frustrating, and exhausting, but it can also be interesting, challenging, and rewarding.  This workshop will cover techniques that will improve the experience customers have with your organization, and will also provide skills to help customer service providers enjoy what they do.


– Describe the importance of customer service.
– Apply techniques that enhance the customer’s experience.
– Practice strategies to handle difficult customers.
– Cope with anger and other emotions that make it difficult for employees to deliver good customer service.

Location: 104 Airport Drive, 1501-A

Thursday, September 28
8:30 a.m.  – 12:30 p.m.

Sponsored by the Office of Human Resources Organization & Professional Development


In today’s increasingly competitive business climate, there is a need for continuous innovation and value-added solutions. Individuals and organizations alike are discovering that new ideas have become the global currency of the future. Unfortunately, though, as adults, we often limit our thinking and problem solving to fit known patterns and solutions by creating boundaries around our problems and circumstances. Enhancing our creativity can help us break through these boundaries.


At the end of this workshop, you will be able to:
Identify the basics of creativity and innovation
– Describe the benefits of creativity
– Describe the most common obstacles to creativity
– Identify the conditions that promote creativity

Identify your unique thinking style
– Describe your specific blocks to creativity
– Describe how to use the idea matrix to generate creativity
– Describe the role of humor in creativity
– Describe ways to overcome obstacles such as fear, unproductive assumptions and beliefs about yourself, and difficulty adopting new perspectives
– Identify techniques to stretch your imagination and increase overall creativity

Location: 104 Airport Dr., 1501-A

Thursday, June 22, 2017
3:00 – 4:00 p.m.

Sponsored by the Office of Human Resources Organization & Professional Development


How do you handle information that raises your suspicions? How do you know what the right thing to do really is? As an introduction to ethical decision making, this class will help you learn how to identify ethical issues, think about them analytically and productively, and arrive at ethically sound conclusions. You will learn just enough theory to provide a framework for exploring ethical questions. Using a variety of real cases, including your fellow participants’ own experiences, you will apply the theoretical framework to identify and resolve ethical dilemmas. You will leave the class prepared to share your skills in ethical decision making with your colleagues.

Location: 104 Airport Drive, 1501-A

Thursday, August 24, 2017
8:30 a.m. – 12:00 p.m.

Sponsored by the Parr Center for Ethics


At one time or another, we have all dealt with a difficult person. Whether they are hard to communicate with, acting defensive or just handling a situation inappropriately, interactions with difficult people can affect our confidence, mood and focus. Learning to recognize and cope with common difficult behaviors in ourselves and others can help make difficult encounters much more manageable.

At the end of this workshop, you will be able to:

  • Identify common “difficult” behaviors
  • Describe what motivates most difficult behaviors
  • Identify distinctions between passive, aggressive and passive/aggressive behaviors
  • Identify the positive intent behind many difficult-to-understand behaviors
  • Identify appropriate strategies for dealing with difficult behaviors
  • Describe how to maintain composure when responding to difficult behaviors
  • Describe ways to defuse aggressive acts in the workplace
  • Describe five methods for resolving conflict
  • Identify your favored style
  • Identify tips for improving communication

Location: 104 Airport Dr., 1501-A

Friday, September 22, 2017
9:30-10:30 a.m.

Sponsored by the Office of Human Resources Organization & Professional Development


Receiving criticism is an important and valuable skill. To achieve success in any endeavor we must be able to tolerate critical feedback and learn from it. However, receiving criticism is difficult for most people. Upon receiving criticism, we feel vulnerable, become defensive, and thereby miss opportunities to benefit from feedback. This workshop will help you explore why we become defensive, deliver tips for knowing when your “hot button” has been pushed and how to accept and integrate useful criticism. The training will also instruct though examples and/or role-plays.

At the end of this workshop, you will be able to:

  • Describe why criticism sometimes hurts
  • Identify emotions that get triggered when one is criticized
  • Describe how feedback can feel like an attack on your identity
  • Identify ways to respond effectively to criticism
  • Describe methods used to protect your ego
  • Identify ways to acknowledge that you heard the feedback
  • Describe the types of probing questions you can ask to reap benefits from the criticism

Location: ON-LINE

Thursday, August 10, 2017
10:00-11:00 a.m.

Sponsored by the Office of Human Resources Organization & Professional Development


NOTE: This class is a prerequisite for attending other classes oriented around the MBTI
Coworker behaviors, which are different from yours, may seem surprising or confusing at times. You might question their actions and even wonder at times about your own motives. Why do we do some of the things we do? This interactive class uses the Myers-Briggs Type Indicator (MBTI) to help examine preferred patterns of behaviors in the workplace so that we can better appreciate the diversity of our coworkers.  You will learn the strengths and challenges of different personality types, recognize your own patterns of behavior, and acknowledge the appropriate uses of type at work.

Important Note: Early registration is required. Instructions for taking the free MBTI assessment online will be emailed to each participant two weeks prior to the class. The assessment must be completed within the specified time. Participants who do not complete their assessments on time cannot attend that session but may register for the next available session.

Location: 104 Airport Drive, 1501-A

Thursday, August 17, 2017

8:30 a.m. – 12:30 p.m.

Sponsored by the Office of Human Resources Organization & Professional Development


Designed to improve proficiency in planning, scheduling, budgeting, and controlling projects, this course distinguishes itself from other project management curriculums by addressing project management realities often overlooked:  the critical skills of leadership, communication and team-building.  This multidisciplinary approach to managing projects provides a breadth of knowledge and skill that helps participants become efficient and effective project managers.

At the end of the session participants will be able to define the characteristics of a successful project and describe the phases of a project life cycle; recognize and manage the challenges of managing in a functional organization structure versus the project management matrix organization; employ specific techniques to execute each major phase of a project including determining project requirements, planning tools, and project control and evaluation methods, and apply effective leadership behaviors in the project team environment to enhance communication, motivation and trust.

Location: 104 Airport Drive, 1501-A

Monday & Tuesday, August 14 & 15
8:30 a.m. – 4:30 p.m.

Sponsored by Ray Giemza & Associates


Everyone experiences emotions at work. We get frustrated with bosses giving more work when they don’t understand how much work we already have. We get upset with coworkers who don’t do their jobs, so we cannot do ours. We get angry with irate customers who don’t realize we are only trying to help. We worry about an uncertain future. But with all these emotions, most people don’t think they have anything to do with how they are feeling. They believe their emotions are a result of an external cause. That just is not true.

At the end of this workshop, you will be able to:

  • Identify the nature of emotion
  • Describe the function of emotion
  • Describe how emotions originate from thoughts
  • Identify the ways emotions can sabotage work and relationships
  • Identify ways to taking responsibility for emotions
  • Describe ways to monitor and dispute distorted thinking
  • Describe ways of calming down
  • Use future orientation to avoid impulsive acts
  • Describe how to depersonalize criticism

Location: ON-LINE

Wednesday, July 12, 2017
9:00-10:00 a.m.

Sponsored by UNC Human Resources Organization & Professional Development


When you are a peer and have a good relationship with your co-workers, everything can move along and peak performance can be attained. However, when one peer gets tapped to be the manager or supervisor, all relationships must change. Transitions like this are challenging in ideal situations, but making changes within reporting relationships, even when the change is anticipated, can test a team’s flexibility. Participants will learn about the process of moving from peer to manager and what they and their manager can do to mitigate the possible fallout of change. We will discuss best practices and the skills that get called on during times of transition. Participants who are anticipating a transition into a management role within the next year, as well as those managers and supervisors who have transitioned within the past year, would benefit from taking this course, especially those who want to reflect on what didn’t work so well and make some necessary changes.

Location: 104 Airport Drive, 1501-A

Tuesday, June 13, 2017
8:30 a.m. – 12:30 p.m.

Sponsored by UNC Human Resources Organization & Professional Development


This course prepares participants to be commissioned in the state of North Carolina as a Notary Public, and it includes specific instruction as to: requirements and qualifications for this office; General powers and limitations of the office; oaths and affirmations; depositions and affidavits; taking acknowledgements; and performing verifications and proofs.

NOTE: Qualifications for becoming a notary include: 1) Be a high school graduate or equivalent 2) Complete all seven hours of this course and pass the exam, 3) Reside legally in the U.S. 4) Speak, read and write in English.

NOTE: All class participants are required to present a state or federal ID document with photo upon arriving at class. This can include a driver’s license, state ID with picture, or United States Passport. The ID must be current and must have a signature.

1) Take class and pass the test
2) Notary Instructor sign Initial Application
3) Applicant complete and sign in the Presence of Notary Public
4) Submit application with $50 to Secretary of State’s Office
5) Take Oath Notification Letter as a Notary Public to your Register of Deed’s Office (county where you live)
6) Be sworn in and pay $10 fee to Register of Deeds
7) Order stamp or seal and verify name when received
Website: http://www.secretary.state.nc.us/notary/ThePage.aspx

Location: 104 Airport Drive, 1501-A

Wednesday, September 27
8:15 a.m. – 4:30 p.m.

Sponsored and funded by the Employee Forum


Do your PowerPoint presentations look like they are from 1996? Do you find that your visual aides don’t actually aid in the retention of information from your presentation? In our visually-driven, modern society, presenters need to make sure their presentation slides not only keep up with current design but also use theories such as neuroscience, color theory and cognitive processing to enhance the learning experience. You don’t need to be a graphic designer to design engaging presentations. Participants will learn basic graphic design principles, PowerPoint tips and methods to enhance your message rather than compete with it. *Must have a knowledge of PowerPoint.

Location: 104 Airport Dive, 1501-D

Thursday, August 3, 2017
8:30 – 11:30 a.m.

Sponsored by UNC Human Resources Organization & Professional Development


Life at work is naturally full of challenges which can lead to headaches, sleep disturbances, anxiety, and high blood pressure. Stress management teaches you the skills to relax naturally and to stay focused on healthy responses. You will be introduced to a variety of practices for increased resourcefulness such as noticing your thoughts without judgment, breathing through your emotions, and gentle stretching for home and office. You get to choose which collection of tools will fit your needs. You may not be able to avoid stress, but you can choose more effective ways to manage it.

Location: 104 Airport Drive, 1501-C

Thursday, August 24, 2017

8:30 – 11:00 a.m.

Sponsored by UNC Human Resources Organization & Professional Development


It seems that more than ever, people are living busy, chaotic lives that often leave them feeling overwhelmed and out of control. Between work, parental responsibilities, community involvement, exercise, hobbies, friendships, family responsibilities and more, sometimes it feels as if keeping track of it all is just impossible. Fortunately, there are many tools available to help people gain control, though sometimes sorting through what’s available can add what seems like even more chaos to life. Smartphones, day planners, alarms, e-mail systems, priority grids, voice mail systems, note pads, to-do lists, contact lists, address books, folders, file cabinets and more—the purpose of this lunch-and-learn is to help you sort through the tools available to help you organize your life, and pick the ones that will work for you.

At the end of this workshop, you will be able to:

  • Describe tools for managing appointments
  • Identify advantages and challenges of various calendaring systems
  • Describe electronic and paper-based calendaring methods
  • Describe tools for organizing tasks and responsibilities
  • Identify best practices for creating to-do lists
  • Describe how priority grids can be used
  • Describe how to create priority grids
  • Identify ways to make sure “mission critical” things don’t get lost in the chaos
  • Describe how alarms, post-it notes and other tools can help you make sure that your most critical responsibilities are met
  • Use smartphones and other technology in ways that can help

Location: ON-LINE

Thursday, July 27, 2017
12:00 – 1:00 p.m.

Sponsored by UNC Human Resources Organization & Professional Development


NOTE: This class is a prerequisite for Train the Trainer

Imagine delivering a presentation with ease, success, and enjoyment. Yes, but… Where do you begin? How do you clearly communicate your message? How can you address nervousness? This course provides practical tools to handle these questions and many others. Upon completing this program, participants will be able to prepare a presentation by identifying clear goals and objectives, research and organize content effectively; gain tools to effectively interact with an audience; identify methods to improve public speaking skills; and improve their presentation skills through self-evaluation and evaluation of other presenters. *Participants are required to present on the second day.

Location: 104 Airport Drive, 1501-A

Thursdays, September 13 & 20, 2017

8:30 a.m. – 12:30 p.m.


HR Policies and Procedures


This session is designed to provide an overview of the ADA and ADAAA. It will also help remove negative stereotypes regarding employees with disabilities and separate ADA myths from facts. It highlights the need for us to appreciate the Ability in disability.   It will also increase awareness of the University’s Reasonable Accommodations in Employment Policy, and familiarize employees and supervisors with both their responsibilities and available resources.

Location: 104 Airport Drive, 1501-C

Wednesday, September 13, 2017

9:00 a.m. -12:00 p.m.

Sponsored by the Equal Opportunity and Compliance Office


There is a critical need to be able to communicate effectively and work together with diverse people in today’s workplaces. Diversity and Multicultural Affairs (DMA) offers this seminar targeted towards those who wish to understand policies and procedures related to diversity within the UNC system. The workshop provides information on university policies and statistics related to gender and minority presence in the campus student body and workforce. The workshop addresses diversity and its intersections, influence on identity and work performance, climate and overall team dynamics. In addition, the seminar creates space to exchange ideas, best practices and provides resources to address workplace climate, professional development opportunities related to diversity and build an inclusive environments where everyone thrives.

For more information, please contact Sharbari Dey at sharbari@unc.edu.

Location: 104 Airport Drive, 1501-A

Wednesday, September 6, 2017
8:30 – 11:30 a.m.

Sponsored by Diversity & Multicultural Affairs


Let us help you revise your policies in an easy and hands-on training designed to achieve greater transparency, accountability, and uniformity across the university.  Our staff will provide an overview of the new Policy on Policies and step-by-step guidance on how to use the new policy template. This class will be beneficial for any university staff member responsible for formulating new policies and revising existing policies.

Location: 104 Airport Dr., Room 1501-C

Tuesday, July 18, 2017
10:00 a.m. – 11:00 a.m.

Sponsored by the Office of Ethics Education & Policy Management (Office of the Chancellor)


This class is designed for HR Representatives and Faculty Mentors in departments with postdoctoral scholars. This program goes over the recruitment and hiring process for Postdoctoral employees as well as basic human resources issues surrounding these employees. Discussion will center on new hire and onboarding requirements, postdoc benefits, employee relations concern, general best practices for postdoc HR issues, recent changes to postdoctoral policies, and other services provided by the Office of Postdoctoral Affairs.

Location: 104 Airport Dr., Room 1501-C

Session 1
Wednesday, July 12, 2017
11:00 a.m. – 12:30 p.m.
Session 2
Wednesday, September 20, 2017
10:00 – 11:30 a.m.

Sponsored by the Office of the Vice Chancellor for Research


LawLogix electronic I-9 system training for HR Representatives and others who manage the Form I-9 process.

Location: 104 Airport Drive, 1501-C

Session 1
Thursday, June 15, 2017
2:00 – 3:30 p.m.
Session 2
Tuesday, July 11, 2017
9:00 – 10:30 a.m.
Session 3
Tuesday, August 8, 2017
2:00 – 3:30 p.m.
Session 4

Wednesday, September 6, 2017
9:00 – 10:30 a.m.

Sponsored by Staffing Support Services


Sustainability is a core value and top-level priority at Carolina. Success depends on each of us taking an active role. Be the leader in your workplace by learning practical steps to become more economically, environmentally, and socially responsible. This workshop will help participants identify, measure, and promote sustainable change opportunities in their areas. Participants will learn about sustainability goals and initiatives at UNC, become “green events” certified, and learn how to conduct a Workplace Sustainability Assessment.

Location: 104 Airport Drive, 1501-C

Tuesday & Thursday, September 26 & 28, 2017
8:30 a.m. – 12:30 p.m.

Sponsored by Sustainability Office, Office of Waste Reduction and Recycling


Learn how to navigate the PeopleAdmin Recruitment and Applicant Tracking system. The training session will walk users through how to initiate a posting, view applicant pools, Pre-Interview process and completing a Selection and Hiring Proposal for permanent SHRA-Staff positions.

Location: 104 Airport Drive, 1501-D

Thursday, July 6, 2017
8:30 a.m. – 12:30 p.m.

Sponsored by HR Information Management


A hands-on, interactive program for managers on understanding the policies and procedures for hiring permanent SHRA employees, including posting requirements, targeted recruitment, screening applications, candidate interviews, final selection, salary offers, criminal conviction and reference checks, credentials verification, and probationary periods.

Location: 104 Airport Drive, 1501-C

Thursday, July 20, 2017

8:30 a.m. – 4:30 p.m.

Sponsored by UNC Human Resources Employment & Staffing




This course trains departmental HR representatives how to successfully manage and administer Military Leave. Participants will learn the following:
• What documentation and system actions are required for Military Leave
• How unpaid Military Leave impacts benefits continuation, and
• How to calculate and process military differential pay

Location: 104 Airport Drive, 1501-A

Monday, September 18, 2017
12:00 – 1:00 p.m.

Sponsored by UNC Human Resources Benefits & Leave Administration


Although most people think estate planning is for just the elderly, it is actually important everyone else, too—especially for those with minor children, substantial assets or unusual circumstances. Estate planning can allow one to make decisions on who receives his or her estate, make arrangements for disability, medical care and guardianship for minor children. Properly done, estate planning can remove many burdens from surviving family members during a stressful time.

At the end of this workshop, you will be able to:
• Define estate planning
• Describe the most common goals in the estate planning process
• Identify important tools used in estate planning, such as wills, trusts, advance directives and more
• Describe the tax implications of estate planning
• Identify who is responsible for paying estate taxes
• Describe the taxes involved in the settlement of an estate
• Identify key action steps
• Describe financial and other steps to take to plan your estate

Administrative Office Building (AOB), Room 1501-A
104 Airport Dr.

Session 1
Wednesday, June 14, 2017
12:00 – 1:00 p.m.

Session 2
Monday, July 31, 2017
3:00 – 4:00 p.m.

Sponsored by UNC Human Resources Benefits & Leave Administration


In a relatively short timeframe, computers have gone from being a space-age dream to an everyday reality for many people at work, home and school. Children are learning how to use computers at younger ages—many are more computer-savvy than their parents are! How does a parent support the need for their children to be familiar with computers in today’s society without letting the computer dominate their child’s time?

At the end of this workshop, you will be able to:
• Identify the benefits associated children/teen computer usage
• Identify how computer literacy can enhance academic performance
• Describe how computers can develop social networking skills
• Identify the dangers associated children/teen computer usage
• Recognize unhealthy preoccupation with computers
• Describe how to avoid online predators
• Identify the signs of “cyber-bullying”
• Identify problems associated with access to adult content
• Describe the importance of appropriate limit setting on computer use in the home
• Identify ways to open communication and build trust with your child/teen
• Identify several healthy rules for computer use
• Identify the most common online acronyms

LOCATION: 104 Airport Dr., 1501-A

Thursday, August 17, 2017
2:00 – 3:00 p.m.

Sponsored by UNC Human Resources Benefits & Leave Administration


This half-day retirement workshop provides information on when employees are eligible to retire, how to calculate their payment and what other benefits are available in retirement. This workshop is ideal for employees who are considering retirement and want to explore their options. A member of the Social Security Administration Office of Communications team will cover all you need to know about your future Social Security benefits.

Location: 104 Airport Drive, 1501-A

Tuesday, August 8, 2017

8:30 a.m. – 12:00 p.m.


A one-hour lunch and learn. SHIIP – Seniors’ Health Insurance Information Program will present information regarding Medicare and Social Security. They provide information and services to people compare Medicare Plans and information for people on Medicare with limited income and assets, as well as long-term care insurance information for comparisons.

Location: 104 Airport Drive, 1501-A

Thursday, August 10, 2017
12:00 – 1:00 p.m.

Sponsored by UNC Human Resources Benefits & Leave Administration


Due to the upheaval in the housing market over the past few years many new realities of home ownership have appeared. These realities include changes in the types of home loans that are now available. It also includes more properties that are now bank-owned or under water which has changed how some interested buyers now view these types of properties. Potential buyers also need to recognize the importance of having their finances in order prior to applying for a home loan and understand how potential lenders now perceive what is considered good credit. Understanding the new realities is critical in making an informed decision in today’s environment.

At the end of the workshop, you will be able to:
• Understand how lending standards have changed
• Know what types of loan options now exist
• Have a clearer understanding about the pros and cons of various types of properties available for purchase
• Recognize how to improve your finances and credit to increase the possibility qualifying for a loan


Friday, July 21, 2017
1:30 – 2:30 p.m.

Sponsored by UNC Human Resources Benefits & Leave Administration


The rising costs of college tuition have outpaced inflation by a significant margin. For the average family, funding a college education will be one of the significant challenges they will face during their lifetime.
Having a basic understanding of proper planning techniques, savings vehicles, financial aid as well as other funding methods will be critical in meeting this challenge without subjecting the family finances to unsustainable strain. This session will cover the most effective strategies for planning and funding the rising costs of a college education.

At the end of the workshop, you will be able to:
• Estimate college expenses based on time horizon, tuition inflation and choice of school
• Define the rules and benefits associated with college savings vehicles such as 529
• Plans, Coverdell accounts as well as EE Bonds
• Understand financial aid application and calculation basics (FAFSA)
• Learn to access other funding assistance through scholarships, grants and tax credits
• Recognize the pros and cons of taking on student loan debt
• Understand how to prioritize funding higher education in the context of long-term financial planning


Monday, September 25, 2017
12:00 – 1:00 p.m

Sponsored by UNC Human Resources Benefits & Leave Administration


In difficult economic times, many people are struggling to just keep up with monthly bills, let alone make progress on debt repayment. What suffers most is contributing to savings and investing goals. This session will focus on developing financial plans and strategies to address the dual goals of having a plan for paying off debt, while also contributing to building personal wealth.
This session covers the basics (or essentials) of each area and describes practical techniques that can help you to formulate your own plan to manage your personal finances to organize a sensible debt repayment plan without sacrificing other financial goals.

At the end of the workshop, you will be able to:
• Recognize the importance of a viable debt repayment strategy
• Understand the importance of setting and tracking short- and long-term financial goals
• Learn how to set milestones to address debt repayment and savings
• Be able to prioritize most effective use of disposable income
• Differentiate between saving and investing and when each makes sense


Tuesday, September 12, 2017
2:00 – 3:00 p.m.

Sponsored by UNC Human Resources Benefits & Leave Administration


UNC-Chapel Hill provides faculty and staff who become parents, by either birth or adoption or foster-care placement of a minor child, with leave to allow for the healthy recovery of the primary caregiver, bonding with the adopted child, and/or a period of family adjustment. This workshop provides an overview of the parental leave process and addresses frequently asked questions regarding maternity and paternity leave such as, “How does FMLA work?”, “When and how do I apply for leave?”, and “How do I get paid while on leave?”. Participants will gain an understanding of the process for taking maternity/paternity leave and learn about the resources available to new parents (i.e. benefits and work/life programs).

Location: 104 Airport Drive, 1501-A

Wednesday, August 23, 2017
12:00 – 1:00 p.m.

Sponsored by UNC Human Resources Benefits & Leave Administration


The recent housing collapse has changed the home buying process significantly. Where once it was easy to attain credit, it has become more difficult again and a home’s value as an Investment is more uncertain.  Banks have gone back to a more traditional lending approach as a result of the collapse and now having good credit and a down payment is essential. Lenders are also focused on offering more traditional mortgage products such as 30- and 15-year mortgages versus the exotic ARMs offered a few years ago.  Buying a home is still an American dream and it is important to understand the process, parties involved and what is in your financial best interests when making this investment.

At the end of this workshop you will be able to:
• Describe the process and players in purchasing a home
• Describe how credit impacts buying a home
• Identify the costs associated with home ownership
• Calculate the maximum amount you can pay for your home and what you can really afford
• Describe tax issues surrounding home ownership
• Compare various financing options and terms


Tuesday, June 27
10:30 – 11:30 a.m.

Sponsored by the Office of Human Resources Benefits & Leave Administration


The United Stated Department of the Treasury has proposed a set of financial core competencies that will be used to establish a clear understanding about what all adults should know regarding the basic concepts of financial literacy. The five core concept areas identified are:
• Earning
• Spending
• Saving
• Borrowing
• Protecting against risk
This session covers the basics (or essentials) of each area and describes practical skills needed to competently address (or manage) their personal finances.

At the end of this workshop, you will be able to:
• Understand your paycheck in detail, including its relation to benefits and taxes
• Develop a spending plan, track spending habits, develop a strategy to live within your means
• Define a personal savings plan, understand the applicability of different types of financial accounts, and the personal financial risk associated with savings and investment vehicles
• Understand the cost of borrowing and how to secure the best types of credit for the need
• Recognize the need to protect against risk through appropriate insurance vehicles and how to protect your identity against possible fraud and scams


Tuesday, August 29, 2017
9:30 – 10:30 a.m.

Sponsored by UNC Human Resources Benefits & Leave Administration