Meetings and Resources

Finance Engagement 

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. 

After the project, members of a diverse array of the finance community across Grounds continue to meet for conversations around the ongoing improvement of Workday Financials adoption and enhancement of the system.  

Need help?

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. 

Contact Us

Questions or suggestions?  Please email us at or give us a call at 434-924-3400.

Fiscal Administrators

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

2024 Meeting Schedule


Below is the schedule for the 2024 Fiscal Administrators meetings.  All meetings are scheduled for 10:00 a.m.  The agenda and link to join will be sent before each meeting.  

January – No meeting

February 7 -  Meeting Recording (Passcode:  x^yj#w@6  )  Agenda / Devon Stribling Slides / Mass Update Slides / Travel & Expense Slides / February Top of Mind Newsletter / February Fiscal Admin Follow ups

March 6 - Meeting Recording (Passcode:  qW+f5q33 )/ Agenda / Danielle Hancock's PO Change Slides / Addie Coe's Match Exception Slides / Devon Stribling's ATG and Gift Card Slides / Hawk Marketplace Account Registration and Ordering Guide / Amanda Meares' Fund 96 Slides / March Top of Mind Newsletter / March Fiscal Admin Follow Ups 

April 3 - Meeting Recording (Passcode: =ceQ9eBN ) / AgendaCancelling Accounting Journals Slides / America to Go Resources / April Top of Mind Newsletter / April Fiscal Admin Follow-Ups

May 1 -  Agenda / Link to Join / Amazon Business Slide / Technology Solutions Slide / Procurement Operations Slides / New Implementations for Recharge Centers (Cost Recovery) /  May Top of Mind Newsletter / May Fiscal Admin Follow-Ups / Meeting Recording (Passcode:  +V2?G3&*  )

June 5 -  Agenda / Link to Join / Account Certification Slides (Financial Reconciliation & Attestation) / June Top of Mind Newsletter / June Fiscal Admin Follow-Ups / Meeting Recording (Passcode z?48VgvS )  Devon Stribling's Slides (Blackhawk Network)

July – No meeting

August 7

September 4

October 2

November 6

December 4


2023 Meetings


February 1 Slides Recording  Passcode 2lCHc6L%

March 1 Slides /  PCI Payments Slides /  Recording Passcode s3V#9^d. / March Top of Mind Newsletter

April 5  Agenda /  Email from OSP / Bona Fide Screen Shot / Communication about Bona Fide changeRecording  Passcode GpMYSC6. / April Top of Mind Newsletter 

May 3  Agenda / Meeting Recording (Passcode z%U+E82i ) Joel Kreider slides Closing POs and Zero-Dollar Invoices / May Top of Mind Newsletter

June 7  Agenda / Meeting Recording (Passcode bn=Jp&K6 ) / Account Certification Slides / PO Closing Slides / Fiscal Admin Follow-Ups (Items to Monitor) / June Top of Mind Newsletter

July – No meeting

August 2 - AgendaMeeting 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 NewsletterSeptember Fiscal Admin Follow-Ups / Guidance for Reviewing Expense Approver Roles / Expense Related Roles to Review

October 4 - Agenda / Account Certification Slides (Thomas Schneeberger)/ Meeting Recording (Passcode Q0t+Y9yx ) / October Top of Mind Newsletter / October Fiscal Admin Follow-Ups

November 1 - Agenda / Monthly Close Slide / Meeting Recording (Passcode 7?G3vjh6 ) / November Top of Mind Newsletter / November Fiscal Admin Follow-Ups

December 6 - Agenda / Link to Join / Meeting Recording (Passcode YVAir5W* ) / Shannon Wampler's Slides / / December Top of Mind NewsletterDecember Fiscal Admin Follow-Ups

2022 Meetings

2022 Meeting Notes

November 2



One-pager for November 2, 2022

October 5, 2022


Access Meeting Recording

Passcode: $U9HZw9d

One-pager for October 5, 2022

September 7, 2022


Access Meeting Recording:

One-pager for September 7, 2022

August 3, 2022


Access Meeting Recording:


One Pager for August 3, 2022

No July Meeting

June 1, 2022


Access Meeting Recording: 

One Pager for June 2022

May 4, 2022


One Pager for May 2022

Access Meeting Recording: 

Reporting Demonstration: Friday, May 6, 9:00 am-10:00 am
Passcode: 276644

No registration required – just click on link on this date and time!

April 6, 2022

Terms Crosswalk


Pulse Activity Responses & Follow Up

One Pager for April 2022

Access meeting Recording: Passcode: !*V8JqYf

Know someone who needs to be caught up on FST?  Refer them to this video!  Or share this one-page resource!

March 2, 2022


Access Meeting Recording

Access Passcode: e?17Wtj@

March one-pager

February 2, 2022


Access Meeting Recording

February one-pager

January 2022

No meeting this month

January one-pager

2021 Meetings

December 1, 2021

Access Zoom Recording

Zoom Passcode: 5B%YZr%p


December one-pager

November 3, 2021


Oct-Nov one-pager

October 6, 2021


Comms Channels Updated

Grants Focused One-pager

September 1, 2021

Access Zoom Recording


Quick Reference One-pager

August 4, 2021 Meeting

Slides for August 4 Meeting

Access Zoom Recording

Monthly One-Page Update 

July 7, 2021 Meeting

Access Zoom Recording

Slides for July 7 Meeting

Five Things to Know about FST

Monthly One-Page Update 

FST Glossary

May 5, 2021 Meeting

Slides for May 5 Meeting

Five Things to Know about FST

Access Zoom Recording

April 7, 2021 Meeting

Slides for April 7 Meeting

Five Things to Know about FST

Access Zoom Recording

March 3, 2021 Meeting

Pre-Read Materials 

Slides for March 3 Meeting

Five Things to Know about FST

Access Zoom Recording (due to a technological error, the meeting content begins at the 50-minute mark)

January 27, 2021 Meeting

Pre-Read Materials

Slides for January 27 Meeting

Access Zoom Recording and Meeting minutes (due to a technological error, only the last portion of the meeting was recorded)

Recap of feedback on RAPID decisions from January governance meetings

Link to Community post where you can see all CCS slides

Direct link to the FDM pre-read video

"Five Things to Know about FST"


2020 Meetings

December 16, 2020 Meeting

Access Zoom Recording

Slides for December 16 Meeting

FST Communication for December 16 FA Meeting

November 18, 2020 Meeting

Access Zoom Recording

Slides for November 18 Meeting

FST Communication for November 18 FA Meeting

October 14, 2020 Meeting

Access Zoom Recording

Slides for October 14 Meeting

FST Communication for October 14 FA Meeting

September 16, 2020 Meeting

Access Zoom Recording

Slides for September 16 Meeting

FST Communication for September 16 FA meeting

August 5, 2020 Meeting

Access Zoom Recording

FST Communication for August 5 FA meeting

Slides for August 5 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.  

View it here!

June 17, 2020 Meeting

FST Communication for June 17 FA meeting

Access Zoom Recording

Slides for June 17 Meeting

May 20, 2020 Meeting

Access Zoom Recording

Slides for May 20 Meeting

FST Communications for Fiscal Administrators May 20 Edition




Finance Advisory Committee

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. 


School FAC Membership
 ArchitectureAllen Lee
 Arts & SciencesElissa Morton
 BattenCraig Lindqvist
 DardenKirby Armentrout
 Data ScienceDiane Wendelken
 Ed & Human DevelopmentJustin Thompson
 LawTroy Dunaway
 McIntireStu Evans
 MedicineBrendon Coll
 NursingJennifer Hale
 SCPSSue Herod
 SEASBen Baer
 WiseKristy Robertson
Unit FAC Membership
AdvancementSandra Williams
AthleticsStephen Pritzker
Audit & ComplianceCarolyn Saint 
Business OpsMelissa Clarke
EVP-COO OfficeMegan Lowe 
Facilities ManagementBlake Watson
Health Sciences LibraryKyle Bowman
Human ResourcesJohn Mastrandea
IM SportsErica Perkins 
ITSCarol Temerson
LibraryBarbara Paschke
OSPStewart Craig
President's OfficeMissy Brads 
Provost OfficeCindy Vaught 
Student AffairsElisa Holquist 
SW HECDebbie Hensley
SVPOPenny Cabaniss
VP for ResearchAnjula Joseph


Continuous Improvement Focus Groups

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.

Business Terms

The Business Intelligence team recently launched a dictionary of business terms and, moving forward, this dictionary will be the source of truth for business terminology at UVA. You can find the UVA Business Terms Site here

See also this Crosswalk of Workday Terms & Legacy Terms


FDM Advisory Committee


  • Stephen Parr (or delegate - School of Law)
  • Ben Baer - Engineering
  • Tammy McHale - Arts & Sciences
  • Alison Holt - School of Medicine

Auxiliary Enterprises

  • Steve Pritzker - Athletics
  • Melissa Clarke - Business Operations

Office of Sponsored Programs

  • Urmila Bajaj

Major Stakeholders

  • 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