Finance Engagement in 2023
A positive outcome of the Finance Strategic Transformation project was the collaboration between schools, units, and central finance that grew during the time we worked on the implementation together. Although the project has drawn to a close, that collaboration will not.
In 2023, members of a diverse array of the finance community across Grounds will continue to meet for conversations around the ongoing improvement of Workday Financials adoption and enhancement of the system.
Not only have we built a fully-staffed Finance Solution Center to assist you, but also, we have web-based training, quick reference guides, and helpful hints within the system itself that are available around the clock on the Workday Financials Training page. User Success Agents within the Finance Solution Center track your case so that you receive the answer you’re seeking as quickly as possible.
Questions or suggestions? Please email us at firstname.lastname@example.org or give us a call at 434-924-3400.
All Fiscal Administrator's Meetings are held via Zoom. To be added to the meeting invite, contact Stacey Rittenhouse.
If there's a topic that you'd like to see on a Fiscal Administrator's meeting agenda, please let us know! Contact us at email@example.com
2023 Meeting Schedule
May 3 Agenda / Meeting Recording (Passcode z%U+E82i ) Joel Kreider slides Closing POs and Zero-Dollar Invoices / May Top of Mind Newsletter
July – No meeting
August 2 - Agenda / Meeting Recording (Passcode 5tLe.2#1 ) / Expense Report Handout / Fund Validation Presentation / Goods & Services Guide Presentation / Distribution Method Cleanup Presentation / August Top of Mind Newsletter / August Fiscal Admin Follow-Ups
September 6 - Agenda / Meeting Recording (Passcode 9n4I9Za& ) / Monthly Fiscal Close Activities Slides / September Top of Mind Newsletter / September Fiscal Admin Follow-Ups / Guidance for Reviewing Expense Approver Roles / Expense Related Roles to Review
- 2022 Meetings
2022 Meeting Notes
October 5, 2022
September 7, 2022
Access Meeting Recording: https://youtu.be/fmt350efXL0
August 3, 2022
Access Meeting Recording: https://www.youtube.com/watch?v=VUFqTfEytQs
No July Meeting
June 1, 2022
Access Meeting Recording: https://youtu.be/CKmtQhSZg8Q
May 4, 2022
Access Meeting Recording: https://youtu.be/tDKGgv8ETyM
Reporting Demonstration: Friday, May 6, 9:00 am-10:00 am
No registration required – just click on link on this date and time!
April 6, 2022
Access meeting Recording: https://virginia.zoom.us/rec/share/ITRCCrce4JfHLUpfcTf9FtJ0fxC4S2aEKyXpSarQntDU3BDzGco8Kc6tplvT57UP.HV3NivDx8ECAhmxu Passcode: !*V8JqYf
March 2, 2022
Access Passcode: e?17Wtj@
February 2, 2022
No meeting this month
- 2021 Meetings
December 1, 2021
Zoom Passcode: 5B%YZr%p
November 3, 2021
October 6, 2021
September 1, 2021
August 4, 2021 Meeting
July 7, 2021 Meeting
May 5, 2021 Meeting
April 7, 2021 Meeting
March 3, 2021 Meeting
Access Zoom Recording (due to a technological error, the meeting content begins at the 50-minute mark)
January 27, 2021 Meeting
Access Zoom Recording and Meeting minutes (due to a technological error, only the last portion of the meeting was recorded)
- 2020 Meetings
December 16, 2020 Meeting
November 18, 2020 Meeting
October 14, 2020 Meeting
September 16, 2020 Meeting
August 5, 2020 Meeting
July 29, 2020: Communication Channel Resource
There are several communication channels we use to share FST information. Check out this resource for a breakdown of which channels might be most helpful for you, depending on what information you're looking for and how much time you have.
June 17, 2020 Meeting
May 20, 2020 Meeting
Finance Advisory Committee meets quarterly. The purpose is to share high-level updates and build consensus among schools and units. One member from each school and unit participates in the group to answer questions and understand school and unit needs.
Meeting dates: February 22, May 24, August 23, and November 29 (9:00 - 10:30 am).
- School FAC Membership
Architecture Allen Lee Arts & Sciences Elissa Morton Batten Craig Lindqvist Darden Kirby Armentrout Data Science Diane Wendelken Ed & Human Development Justin Thompson Law Troy Dunaway McIntire Stu Evans Medicine Brendon Coll Nursing Jennifer Hale SCPS Sue Herod SEAS Ben Baer Wise Kristy Robertson
- Unit FAC Membership
Advancement Sandra Williams Athletics Stephen Pritzker Audit & Compliance Carolyn Saint Business Ops Melissa Clarke EVP-COO Office Megan Lowe Facilities Management Blake Watson Health Sciences Library Kyle Bowman Human Resources John Mastrandea IM Sports Erica Perkins ITS Carol Temerson Library Barbara Paschke OSP Stewart Craig President's Office Missy Brads Provost Office Cindy Vaught Student Affairs Elisa Holquist SW HEC Debbie Hensley SVPO Penny Cabaniss VP for Research Anjula Joseph
Continuous Improvement Focus Groups meet ad hoc for a finite timeframe. They are business-process focused, with the purpose to achieve a deep-dive understanding of an issue and identifying opportunities for improvement and brainstorming solutions with a representative subset of stakeholders. These cross-functional finance collaborative groups identify and share best practices across Grounds.
Two localized Continuous Improvement Pilots are underway. Read more about these on the Continuous Improvement page.
- Stephen Parr (or delegate - School of Law)
- Ben Baer - Engineering
- Tammy McHale - Arts & Sciences
- Alison Holt - School of Medicine
- Steve Pritzker - Athletics
- Melissa Clarke - Business Operations
Office of Sponsored Programs
- Urmila Bajaj
- Carol Temerson - IT-SIA
- Donna Tolson - Library
- Ashley Bagby - Institutional Research
- Forrest Swope - Data Warehouse
- Elisa Holquist - Student Affairs
- Sue Herod - School of Continuing & Professional Studies
- Blake Watson - Facilities