Thursday, February 19, 2015

Bookmark This: Tax Information


It’s tax season, and for most
of us, that means W-2s and tracking down every last possible deduction. 
For those of us with college-age children or who are taking classes ourselves,
though, it also means tracking down 1098-T forms to file along with our federal
tax returns.  The University of Virginia prints and sends a 1098-T form to
students who qualify for one.  Students have the option to receive their
form electronically through their SIS, instead, and we make an effort to steer
them that direction to save time and money. 







The 1098-T form is the driver
of hundreds of phone calls and emails to the SFS Contact Center during tax
season, and while we can help customers understand why they may not have
qualified to receive a form for the prior tax year, we stop short of providing
them tax advice on how to account for their education-related expenses,
referring them instead to IRS publications or a qualified tax preparer. 
To help the majority of people who have questions about the forms, however, we
have prepared a section of the SFS website to address the most common questions
about 1098-T forms and other tax
information topics
.  We invite you to take a look for yourself,
especially if you will be claiming any education tax credits yourself for 2014.

Share:

Bookmark This: Tax Information

It’s tax season, and for most of us, that means W-2s and tracking down every last possible deduction.  For those of us with college-age children or who are taking classes ourselves, though, it also means tracking down 1098-T forms to file along with our federal tax returns.  The University of Virginia prints and sends a 1098-T form to students who qualify for one.  Students have the option to receive their form electronically through their SIS, instead, and we make an effort to steer them that direction to save time and money. 


The 1098-T form is the driver of hundreds of phone calls and emails to the SFS Contact Center during tax season, and while we can help customers understand why they may not have qualified to receive a form for the prior tax year, we stop short of providing them tax advice on how to account for their education-related expenses, referring them instead to IRS publications or a qualified tax preparer.  To help the majority of people who have questions about the forms, however, we have prepared a section of the SFS website to address the most common questions about 1098-T forms and other tax information topics.  We invite you to take a look for yourself, especially if you will be claiming any education tax credits yourself for 2014.
Share:

Excel Tips & Tricks: Ctrl and Alt-Enter

A recent edition of Excel Tips & Tricks showed how to combine Ctrl and Alt to navigation keys like the arrows or PgUp/PgDown to quickly move around a workbook or worksheet.



Now take a look at using Ctrl and Alt with the Enter key to accomplish a few quick tasks.  Alt-Enter creates a line break in a cell to make text or formulas easier to read. Ctrl-Enter lets you quickly enter the same data or formula into multiple cells at once instead of using Copy/Paste. Check out the examples, and there is a bonus tip that may help you speed up the keying of formulas.



All Tips and Tricks are archived on the blog.  We are also working with UHR to create a training class to bring all these topics together in a more structured class format – more information to come soon.
Share:

Excel Tips & Tricks: Ctrl and Alt-Enter

A recent edition of Excel Tips & Tricks showed how to combine Ctrl and Alt to navigation keys like the arrows or PgUp/PgDown to quickly move around a workbook or worksheet.

Now take a look at using Ctrl and Alt with the Enter key to accomplish a few quick tasks.  Alt-Enter creates a line break in a cell to make text or formulas easier to read. Ctrl-Enter lets you quickly enter the same data or formula into multiple cells at once instead of using Copy/Paste. Check out the examples, and there is a bonus tip that may help you speed up the keying of formulas.

All Tips and Tricks are archived on the blog.  We are also working with UHR to create a training class to bring all these topics together in a more structured class format – more information to come soon.
Share:

Thursday, February 5, 2015

Barbara Deily's Retirement from U.Va. on January 11, 2015

On January 11, exactly thirty-two years and one day after she started her career at U.Va., Barbara Deily retired from the University of Virginia.  In honor of her long career of service to the University and the Commonwealth, we have reproduced below comments that Pat Hogan shared with University deans and other administrators, as well as with Barbara’s team in Carruthers Hall, back in November; the transcript of a Board of Visitors Commending Resolution from the November 2014 BOV meeting; and finally some comments from Barbara herself.  It seems fair, after all, that she should have the final word.



We will miss very much having Barbara as our colleague, benefitting from her profound perception, her command of the bigger picture and the smallest detail both, her unfailing kindness and commitment to her friends and co-workers, and the exemplary integrity with which she goes about whatever she does.  We are grateful for her work and for her collegiality, and we wish her health and happiness in whatever lies ahead.






Excerpts from Pat Hogan’s comments 

After graduating with a bachelor’s degree in accounting from Penn State University, Barbara moved to Charlottesville in 1983 and accepted a position as an internal auditor at the University.  Over more than three decades since, she earned a master’s degree in accounting from U.Va.. and ascended through the ranks to become the University’s Chief Audit Executive, first on an interim basis in the spring of 1991 and then officially taking the helm in the fall of 1992.  Reporting to the Board of Visitors, the President, and me, Barbara has worked with two presidents, three chief operating officers, and dozens of Board members since 1991.  Each has relied on her laser-focus, attention to detail, and thorough examination to determine whether operations are functioning efficiently, effectively, and in accordance with management’s intent.



Barbara is a Certified Public Accountant and a Certified Information Systems Auditor in the Commonwealth of Virginia.  She has taught for the Institute of Internal Auditors and worked on a “digital signature” project for the Commonwealth.  NACUBO published an article she co-wrote on university financial management.



Under her leadership, Barbara’s team has conducted more than 1,000 audits touching every part of the University.  Barbara points out that the work of an auditor is very different than many people might assume.  As auditors, she and her colleagues don’t spend their days checking spreadsheets.  They are in the field across the Grounds, working with colleagues who have diverse responsibilities, examining processes and procedures and helping to ensure that our operations are efficient, effective, and compliant with regulations.  Barbara and her team have brought a personal touch to their work, thinking creatively to identify vulnerabilities and to propose methods of strengthening our systems and processes.



In her role as Chief Audit Executive, Barbara has been the embodiment of the University’s conscience.  Because of her dedication and solid work ethic, she leaves U.Va. a stronger place.  I am very grateful.  Barbara has built an excellent team in the Internal Audit Department to carry on the work they have done together.



Barbara has focused on her analytical interests during her career at U.Va. and now plans to devote some time to other pursuits.  She enjoys traveling and is working her way through a list of the seven wonders of the modern world.  She only has two left to see – in Mexico and Brazil – and plans to check those off her list soon.  She also plans to devote time to oil painting and other artistic hobbies.  Barbara says that auditing has been a fascinating career, and she is ready now for her next adventure.  Please join me in wishing Barbara the very best in her new endeavors.



Commending Resolution for Barbara J. Deily 

The Rector took a moment to thank Barbara Deily for her exemplary service as the Chief Audit Executive. He noted that he had served as chair of the Audit Committee and had the pleasure of working with Ms. Deily. She is a consummate professional, who never was flustered by the difficult and sensitive matters that were brought to her attention for investigation and review. Mr. Genovese, the current chair of the Audit Committee, read the following commending resolution for Barbara J. Deily:



WHEREAS, Barbara J. Deily took a B.S. in Accounting from the Pennsylvania State University in 1982, and a M.S. in Accounting from the University of Virginia in 1993; and

WHEREAS, Ms. Deily joined the University of Virginia’s Internal Audit Department in 1983 as a Staff Auditor, and became the Chief Audit Executive in 1991; and

WHEREAS, Ms. Deily is a Certified Public Accountant and a Certified Information Systems Auditor, and has lectured and presented nationally and internationally; and

WHEREAS, Ms. Deily has never been intimidated by the challenges she faced, and she has been committed to producing results that would stand the test of scrutiny; and

WHEREAS, in the most difficult situations, Ms. Deily exhibits a calm, professional demeanor that focuses on outcomes and facts; and

WHEREAS, Ms. Deily is trusted and respected by members of the Board of Visitors and by the administrative team who have relied on the work of her department; and

WHEREAS, Ms. Deily has been able to create positive working relationships with the entities being audited without compromising the independence and effectiveness of her department; and

WHEREAS, Ms. Deily has been even-handed in the way she deals with people regardless of their status within the institution, always showing respect, and exhibiting professionalism; and

WHEREAS, Ms. Deily was instrumental in the University’s adoption of a “Code of Ethics” for its employees in 2004; and

WHEREAS, Ms. Deily was recognized as the unofficial spokesperson for the auditing departments of Virginia colleges and universities, and was often asked for advice and guidance on audit issues, including audit-related legislation; and

WHEREAS, Ms. Deily has served on several state committees including chairing the Audit and Assurance Subcommittee for the Digital Signature Workgroup; and

WHEREAS, on January 11, 2015, Barbara J. Deily will step down as the Chief Audit Executive;

RESOLVED, the Board of Visitors thanks Barbara J. Deily for her outstanding and dedicated service to the University of Virginia and to her profession, and wishes her every success in all of her future endeavors.



The Last Word from Barbara

I have been so incredibly fortunate to have worked at the University of Virginia for over 30 years.  And, working for the internal audit department has been such a fantastic opportunity that I will be forever grateful to the person who took a chance on hiring me as a staff auditor.  All it takes is an occasional trip to Richmond, or conversations with auditors from other organizations, for me to realize how lucky we all are to work for such a highly regarded institution in relatively peaceful Charlottesville.



When I first started at UVA, I thought I would work for internal audit for a couple of years and then figure out what I really wanted to do with my professional life.  But internal audit turned out to be fascinating.  While I've routinely said that, some of the things I was exposed to they never told us about in Accounting 101, I have had the opportunity to see operations in much of this institution, and felt like I was being paid to learn, every single day.  No day was ever the same.



What has also been impressive to me over the years is the caliber of people we have here.  I know many of you could get jobs elsewhere, but you choose to stay in Charlottesville.  There is much to be said for those of us who manage to accomplish our goals within the constraints of diminished budgets and ever increasing regulations.  And the loyalty that many folks have for this place is truly inspirational.



There have been times when my department has had conflicts with various departments or personnel.  But I believe our actions and recommendations have always been made with the best interests of the institution in mind.  My department's reporting relationship to the Board of Visitors has required us to be independent from management, when necessary, and say the things that others might be reluctant to say.



There is no way to adequately thank all the people who have supported me during my time here...from the Board of Visitors and executive management, to my wonderful staff and colleagues,  to the people in Carruthers Hall who would just smile and say “hello!” when we passed each other in the building.  Each of us makes a difference in others' lives whether we realize it or not. Thank you to all of you who have worked to enhance each others' spirits, especially when we have gone through some difficult experiences together.



As this institution proceeds into the future, I would encourage each of you to follow the quote of our founder from the past.  Thomas Jefferson said, “In matters of style, swim with the current; in matters of principle, stand like a rock.”  Some truths stand the test of time.



I have enjoyed working at this incredible institution, and will miss you all very, very much.
Share:

Barbara Deily's Retirement from U.Va. on January 11, 2015

On January 11, exactly thirty-two years and one day after she started her career at U.Va., Barbara Deily retired from the University of Virginia.  In honor of her long career of service to the University and the Commonwealth, we have reproduced below comments that Pat Hogan shared with University deans and other administrators, as well as with Barbara’s team in Carruthers Hall, back in November; the transcript of a Board of Visitors Commending Resolution from the November 2014 BOV meeting; and finally some comments from Barbara herself.  It seems fair, after all, that she should have the final word.

We will miss very much having Barbara as our colleague, benefitting from her profound perception, her command of the bigger picture and the smallest detail both, her unfailing kindness and commitment to her friends and co-workers, and the exemplary integrity with which she goes about whatever she does.  We are grateful for her work and for her collegiality, and we wish her health and happiness in whatever lies ahead.



Excerpts from Pat Hogan’s comments 
After graduating with a bachelor’s degree in accounting from Penn State University, Barbara moved to Charlottesville in 1983 and accepted a position as an internal auditor at the University.  Over more than three decades since, she earned a master’s degree in accounting from U.Va.. and ascended through the ranks to become the University’s Chief Audit Executive, first on an interim basis in the spring of 1991 and then officially taking the helm in the fall of 1992.  Reporting to the Board of Visitors, the President, and me, Barbara has worked with two presidents, three chief operating officers, and dozens of Board members since 1991.  Each has relied on her laser-focus, attention to detail, and thorough examination to determine whether operations are functioning efficiently, effectively, and in accordance with management’s intent.

Barbara is a Certified Public Accountant and a Certified Information Systems Auditor in the Commonwealth of Virginia.  She has taught for the Institute of Internal Auditors and worked on a “digital signature” project for the Commonwealth.  NACUBO published an article she co-wrote on university financial management.

Under her leadership, Barbara’s team has conducted more than 1,000 audits touching every part of the University.  Barbara points out that the work of an auditor is very different than many people might assume.  As auditors, she and her colleagues don’t spend their days checking spreadsheets.  They are in the field across the Grounds, working with colleagues who have diverse responsibilities, examining processes and procedures and helping to ensure that our operations are efficient, effective, and compliant with regulations.  Barbara and her team have brought a personal touch to their work, thinking creatively to identify vulnerabilities and to propose methods of strengthening our systems and processes.

In her role as Chief Audit Executive, Barbara has been the embodiment of the University’s conscience.  Because of her dedication and solid work ethic, she leaves U.Va. a stronger place.  I am very grateful.  Barbara has built an excellent team in the Internal Audit Department to carry on the work they have done together.

Barbara has focused on her analytical interests during her career at U.Va. and now plans to devote some time to other pursuits.  She enjoys traveling and is working her way through a list of the seven wonders of the modern world.  She only has two left to see – in Mexico and Brazil – and plans to check those off her list soon.  She also plans to devote time to oil painting and other artistic hobbies.  Barbara says that auditing has been a fascinating career, and she is ready now for her next adventure.  Please join me in wishing Barbara the very best in her new endeavors.

Commending Resolution for Barbara J. Deily 
The Rector took a moment to thank Barbara Deily for her exemplary service as the Chief Audit Executive. He noted that he had served as chair of the Audit Committee and had the pleasure of working with Ms. Deily. She is a consummate professional, who never was flustered by the difficult and sensitive matters that were brought to her attention for investigation and review. Mr. Genovese, the current chair of the Audit Committee, read the following commending resolution for Barbara J. Deily:

WHEREAS, Barbara J. Deily took a B.S. in Accounting from the Pennsylvania State University in 1982, and a M.S. in Accounting from the University of Virginia in 1993; and
WHEREAS, Ms. Deily joined the University of Virginia’s Internal Audit Department in 1983 as a Staff Auditor, and became the Chief Audit Executive in 1991; and
WHEREAS, Ms. Deily is a Certified Public Accountant and a Certified Information Systems Auditor, and has lectured and presented nationally and internationally; and
WHEREAS, Ms. Deily has never been intimidated by the challenges she faced, and she has been committed to producing results that would stand the test of scrutiny; and
WHEREAS, in the most difficult situations, Ms. Deily exhibits a calm, professional demeanor that focuses on outcomes and facts; and
WHEREAS, Ms. Deily is trusted and respected by members of the Board of Visitors and by the administrative team who have relied on the work of her department; and
WHEREAS, Ms. Deily has been able to create positive working relationships with the entities being audited without compromising the independence and effectiveness of her department; and
WHEREAS, Ms. Deily has been even-handed in the way she deals with people regardless of their status within the institution, always showing respect, and exhibiting professionalism; and
WHEREAS, Ms. Deily was instrumental in the University’s adoption of a “Code of Ethics” for its employees in 2004; and
WHEREAS, Ms. Deily was recognized as the unofficial spokesperson for the auditing departments of Virginia colleges and universities, and was often asked for advice and guidance on audit issues, including audit-related legislation; and
WHEREAS, Ms. Deily has served on several state committees including chairing the Audit and Assurance Subcommittee for the Digital Signature Workgroup; and
WHEREAS, on January 11, 2015, Barbara J. Deily will step down as the Chief Audit Executive;
RESOLVED, the Board of Visitors thanks Barbara J. Deily for her outstanding and dedicated service to the University of Virginia and to her profession, and wishes her every success in all of her future endeavors.

The Last Word from Barbara
I have been so incredibly fortunate to have worked at the University of Virginia for over 30 years.  And, working for the internal audit department has been such a fantastic opportunity that I will be forever grateful to the person who took a chance on hiring me as a staff auditor.  All it takes is an occasional trip to Richmond, or conversations with auditors from other organizations, for me to realize how lucky we all are to work for such a highly regarded institution in relatively peaceful Charlottesville.

When I first started at UVA, I thought I would work for internal audit for a couple of years and then figure out what I really wanted to do with my professional life.  But internal audit turned out to be fascinating.  While I've routinely said that, some of the things I was exposed to they never told us about in Accounting 101, I have had the opportunity to see operations in much of this institution, and felt like I was being paid to learn, every single day.  No day was ever the same.

What has also been impressive to me over the years is the caliber of people we have here.  I know many of you could get jobs elsewhere, but you choose to stay in Charlottesville.  There is much to be said for those of us who manage to accomplish our goals within the constraints of diminished budgets and ever increasing regulations.  And the loyalty that many folks have for this place is truly inspirational.

There have been times when my department has had conflicts with various departments or personnel.  But I believe our actions and recommendations have always been made with the best interests of the institution in mind.  My department's reporting relationship to the Board of Visitors has required us to be independent from management, when necessary, and say the things that others might be reluctant to say.

There is no way to adequately thank all the people who have supported me during my time here...from the Board of Visitors and executive management, to my wonderful staff and colleagues,  to the people in Carruthers Hall who would just smile and say “hello!” when we passed each other in the building.  Each of us makes a difference in others' lives whether we realize it or not. Thank you to all of you who have worked to enhance each others' spirits, especially when we have gone through some difficult experiences together.

As this institution proceeds into the future, I would encourage each of you to follow the quote of our founder from the past.  Thomas Jefferson said, “In matters of style, swim with the current; in matters of principle, stand like a rock.”  Some truths stand the test of time.

I have enjoyed working at this incredible institution, and will miss you all very, very much.
Share:

Excel Tips & Tricks: ‘COUNT’ Functions and ‘SUM’ vs ‘SUBTOTAL’

Here are two Excel tips—one was raised by a team member in Managerial Reporting and thought that it was worth sharing; the other is common in Excel files where an alternative approach can make a file easier to understand and maintain.



1. The first topic involves a spreadsheet used to track meeting frequency and attendance, and which of the various COUNT functions is appropriate for the task.

2. The second topic is about the SUM and SUBTOTAL functions and when each is the most

appropriate.



All Tips and Tricks are archived on the blog.  We are also working with UHR to create a training class to bring all these topics together in a more structured class format – more information to come soon.
Share:

Excel Tips & Tricks: ‘COUNT’ Functions and ‘SUM’ vs ‘SUBTOTAL’

Here are two Excel tips—one was raised by a team member in Managerial Reporting and thought that it was worth sharing; the other is common in Excel files where an alternative approach can make a file easier to understand and maintain.

1. The first topic involves a spreadsheet used to track meeting frequency and attendance, and which of the various COUNT functions is appropriate for the task.
2. The second topic is about the SUM and SUBTOTAL functions and when each is the most
appropriate.

All Tips and Tricks are archived on the blog.  We are also working with UHR to create a training class to bring all these topics together in a more structured class format – more information to come soon.
Share:

Orange Team Success: Cost Transfer Automation

Cavalier Computers is excited about the recent cost transfer automation that will significantly improve turnaround time and data quality in their operation—as they deliver critical technology and physical assets to the University community. The Managerial Reporting Project team, the Cost Transfer team and the wider Orange Team stakeholders are excited about this recent accomplishment and what it may mean for other departments around the University.
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MRP: Recent Trainings

In January, the MRP team delivered three small group training sessions on the fundamentals of the University Financial Model and demonstrations of the UFM Reporting tools. These sessions were similar to this fall’s first two waves of trainings, and included 15 participants (who currently don’t have access to the reporting tools) from both schools and central services units. Find out more about the current Managerial Reporting Project training opportunities.
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SFS: Financial Aid Application Deadline March 1

The thermometer screams “February”, but in Student Financial Services, we already have springtime on our minds.  The deadline to apply for need-based financial aid is March 1, just around the corner, and we are busy contacting students, parents, and high school guidance counselors to do all we can to ensure no one misses out on State and University funding sources.  Students need to complete the Free Application for Federal Student Aid (FAFSA) and either the CSS/Profile (for entering and transfer students) or the University Financial Aid Application (UFAA, for all returning students).



After the application deadline, we begin to review application materials, request additional information when necessary, assign awards to students and then notify them by email that their award is available to view in their SIS Student Center.  For first-year undergraduates, we have a very tight turnaround, as regular decision applicants learn of their admission decision right around April 1.  Since they have until May 1 to decide whether to attend U.Va., we work long, hard and smartly to get their awards to them so they have all the financial information they possibly can to make an informed decision about where to attend University.



After the middle of May, when we have also completed the same process for fall transfers, we turn our attention to the returning undergraduate and graduate students, all with an eye to having their awards complete by the time the Fall 2015 statement of term charges comes out in mid-July.  Whew!  It sounds like a lot of time to get things done, but when you factor in the individual counseling sessions with parents and students who want to understand the details behind their awards, as well as other regular activities, our financial aid team is tying up their track shoes for a marathon effort.


Share:

SFS: Financial Aid Application Deadline March 1

The thermometer screams “February”, but in Student Financial Services, we already have springtime on our minds.  The deadline to apply for need-based financial aid is March 1, just around the corner, and we are busy contacting students, parents, and high school guidance counselors to do all we can to ensure no one misses out on State and University funding sources.  Students need to complete the Free Application for Federal Student Aid (FAFSA) and either the CSS/Profile (for entering and transfer students) or the University Financial Aid Application (UFAA, for all returning students).

After the application deadline, we begin to review application materials, request additional information when necessary, assign awards to students and then notify them by email that their award is available to view in their SIS Student Center.  For first-year undergraduates, we have a very tight turnaround, as regular decision applicants learn of their admission decision right around April 1.  Since they have until May 1 to decide whether to attend U.Va., we work long, hard and smartly to get their awards to them so they have all the financial information they possibly can to make an informed decision about where to attend University.

After the middle of May, when we have also completed the same process for fall transfers, we turn our attention to the returning undergraduate and graduate students, all with an eye to having their awards complete by the time the Fall 2015 statement of term charges comes out in mid-July.  Whew!  It sounds like a lot of time to get things done, but when you factor in the individual counseling sessions with parents and students who want to understand the details behind their awards, as well as other regular activities, our financial aid team is tying up their track shoes for a marathon effort.

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OSP: ResearchUVA is Coming!



As has been mentioned
previously, the Office of Sponsored Programs--in conjunction with ITS and the
Office of Organizational Excellence--is creating an electronic research
administration system called ResearchUVA. More details about the project can be
found here.





At the recent Research
Administrators’ Forum, a demonstration of the system was presented. That
presentation was videorecorded and can be viewed here. It is anticipated that the system
will go live in April 2015.





ResearchUVA will include
electronic access to award documents. It includes a screen of “FastFacts” with
information for faculty and administrators about awards that are ending,
accounts in deficit, burn rates, and reports due. Faculty and administrators
will also be able to see current awards and proposals in progress as well as
create internal proposal forms and certify them, prepare budgets, upload
proposals, and create other forms to process necessary actions.





If you have any questions about
ResearchUVA, please contact Vonda Durrer (vd9k).


Share:

OSP: ResearchUVA is Coming!

As has been mentioned previously, the Office of Sponsored Programs--in conjunction with ITS and the Office of Organizational Excellence--is creating an electronic research administration system called ResearchUVA. More details about the project can be found here.

At the recent Research Administrators’ Forum, a demonstration of the system was presented. That presentation was videorecorded and can be viewed here. It is anticipated that the system will go live in April 2015.

ResearchUVA will include electronic access to award documents. It includes a screen of “FastFacts” with information for faculty and administrators about awards that are ending, accounts in deficit, burn rates, and reports due. Faculty and administrators will also be able to see current awards and proposals in progress as well as create internal proposal forms and certify them, prepare budgets, upload proposals, and create other forms to process necessary actions.

If you have any questions about ResearchUVA, please contact Vonda Durrer (vd9k).
Share:

Comptroller: University Financial Report and Trainings

2013-2014 Financial Report 



The University experienced another strong year of performance in fiscal year 2013-14. Thanks to the skill and dedication of all of our people, we are better positioned than most universities to address the challenges facing public higher education. We have made significant strides in mobilizing the necessary resources to address the generational turnover of faculty and to pursue the strategic directions established in the Cornerstone Plan. We are focused on advancing the University’s distinctive qualities—an emphasis on close faculty-student interaction in an unparalleled setting, cutting-edge research, and affordable excellence—that continue to distinguish us in a highly competitive landscape and that enable us to deliver value to the citizens of the Commonwealth, the nation, and, increasingly, the world.



Advanced Excel Training

The pilot class developed by Peggy Reitz (University Human Resources) was presented to people from Managerial Reporting, AVPF, OSP and the University Comptroller for their comments and feedback. This is considered a critical foundational class in a rigorous financial training program that will ensure that employees with financial or budget responsibilities have the analytical skills they will need to be successful.



GA/GL Training 

The pilot class of a new combo GM/GL training session has been developed by Lynn Galasso (Office of the Comptroller) and Peggy Reitz (University Human Resources) and will be presented to a targeted group for feedback. The purpose is to develop a session that incorporates technical Integrated System training with related polices and best business practices, for a more integrated approach to how we do business. This is important as we begin to consider how to better integrate our training resources into a comprehensive financial curriculum.
Share:

Comptroller: University Financial Report and Trainings

2013-2014 Financial Report 
The University experienced another strong year of performance in fiscal year 2013-14. Thanks to the skill and dedication of all of our people, we are better positioned than most universities to address the challenges facing public higher education. We have made significant strides in mobilizing the necessary resources to address the generational turnover of faculty and to pursue the strategic directions established in the Cornerstone Plan. We are focused on advancing the University’s distinctive qualities—an emphasis on close faculty-student interaction in an unparalleled setting, cutting-edge research, and affordable excellence—that continue to distinguish us in a highly competitive landscape and that enable us to deliver value to the citizens of the Commonwealth, the nation, and, increasingly, the world.

Advanced Excel Training
The pilot class developed by Peggy Reitz (University Human Resources) was presented to people from Managerial Reporting, AVPF, OSP and the University Comptroller for their comments and feedback. This is considered a critical foundational class in a rigorous financial training program that will ensure that employees with financial or budget responsibilities have the analytical skills they will need to be successful.

GA/GL Training 
The pilot class of a new combo GM/GL training session has been developed by Lynn Galasso (Office of the Comptroller) and Peggy Reitz (University Human Resources) and will be presented to a targeted group for feedback. The purpose is to develop a session that incorporates technical Integrated System training with related polices and best business practices, for a more integrated approach to how we do business. This is important as we begin to consider how to better integrate our training resources into a comprehensive financial curriculum.
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