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 askfinance@virginia.edu 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 askfinance@virginia.edu
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 ) / Agenda / Cancelling 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 -- Agenda / Link to Join / Budget Slides / SFS Federal Work Study Slides / T&E Card Misuse Slides / Furniture Spend Categories
September 4 -- Agenda / Link to Join / Travel & Expense Slides / System Access Request QRG / September Top of Mind Newsletter / September Fiscal Admin Follow-Ups / Meeting Recording (Passcode M4cUgbU+ )
October 2 -- Agenda / Link to Join / Payroll Slides / Grant Roles Slides / Top of Mind Newsletter/ Fiscal Admin Follow-Ups / Meeting Recording (Passcode: ne*.9Xc4 )
November 6 -- Agenda / Link to Join / GOV-002: Reporting & Investigation of Fraudulent Transactions
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 change / Recording 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 - 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
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 Newsletter / December Fiscal Admin Follow-Ups
- 2022 Meetings
2022 Meeting Notes
November 2
One-pager for November 2, 2022
October 5, 2022
Passcode: $U9HZw9d
September 7, 2022
Access Meeting Recording: https://youtu.be/fmt350efXL0
One-pager for September 7, 2022
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
https://virginia.zoom.us/j/96413199442?pwd=T1p3WHg4dEZZNGdpRE5pT3VHa0RaQT09
Passcode: 276644No registration required – just click on link on this date and time!
April 6, 2022
Pulse Activity Responses & Follow Up
Access meeting Recording: https://virginia.zoom.us/rec/share/ITRCCrce4JfHLUpfcTf9FtJ0fxC4S2aEKyXpSarQntDU3BDzGco8Kc6tplvT57UP.HV3NivDx8ECAhmxu 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 Passcode: e?17Wtj@
February 2, 2022
January 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)
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
Slides for December 16 Meeting
FST Communication for December 16 FA Meeting
November 18, 2020 Meeting
Slides for November 18 Meeting
FST Communication for November 18 FA Meeting
October 14, 2020 Meeting
FST Communication for October 14 FA Meeting
September 16, 2020 Meeting
Slides for September 16 Meeting
FST Communication for September 16 FA meeting
August 5, 2020 Meeting
FST Communication for August 5 FA 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
FST Communication for June 17 FA 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.
- School FAC Membership
Architecture Megan Arevalo 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.
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
Schools/Colleges
- 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