Monday, April 30, 2018

New Payroll Website






Payroll calendars, forms, policies and procedures, and other resources are available on the new Payroll site.  This site will be updated with helpful information as the Payroll team continues to UVAFinance.





We welcome our new colleagues in Payroll, and we welcome your feedback on the site.  Please share any thoughts/suggestions with Lori O'Connor.













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New Payroll Website


Payroll calendars, forms, policies and procedures, and other resources are available on the new Payroll site.  This site will be updated with helpful information as the Payroll team continues to UVAFinance.

We welcome our new colleagues in Payroll, and we welcome your feedback on the site.  Please share any thoughts/suggestions with Lori O'Connor.



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Tuesday, April 17, 2018

Resources for those who communicate in UVAFinance*


* That means everyone! 









Everyone communicates, even though for most of us, it's not our primary job function.  And the better we are at communication, the better and more successful we are at our jobs.  





UVAFinance team members have a whole host of resources available to them to help in the pursuit of more effective communication:






  • UVAFinance Brand Resources on Box:  Email bv8h@virginia.edu to be added to this folder, which contains:


    • Logos, stationery, presentation templates

    • a bank of UVAFinance photos

    • guidelines for communicating within UVAFinance most effectively

    • walkthrough of communication channels within UVAFinance

    • many other helpful communication tools and resources


  • brand.virginia.edu:  You can view most of the assets compiled here by University Communications, but it's easy to create a login in order to download an array of great resources:


    • UVA photography (searchable by keyword)

    • print resources, including word templates for one-pagers

    • examples of great communication pieces done by schools and units across UVA

    • and much, much more!


  • Finance Outreach & Compliance's "Effective Communications" playlist All of this Lynda.com content has been vetted by FOC, and covers a wide range of topics including:


    • grammar

    • writing email

    • communicating across cultures

    • having difficult conversations

    • business writing

    • overcoming fear of public speaking

    • and much more! 






And one more thing:




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Resources for those who communicate in UVAFinance*

* That means everyone! 



Everyone communicates, even though for most of us, it's not our primary job function.  And the better we are at communication, the better and more successful we are at our jobs.  

UVAFinance team members have a whole host of resources available to them to help in the pursuit of more effective communication:

  • UVAFinance Brand Resources on Box:  Email bv8h@virginia.edu to be added to this folder, which contains:
    • Logos, stationery, presentation templates
    • a bank of UVAFinance photos
    • guidelines for communicating within UVAFinance most effectively
    • walkthrough of communication channels within UVAFinance
    • many other helpful communication tools and resources
  • brand.virginia.edu:  You can view most of the assets compiled here by University Communications, but it's easy to create a login in order to download an array of great resources:
    • UVA photography (searchable by keyword)
    • print resources, including word templates for one-pagers
    • examples of great communication pieces done by schools and units across UVA
    • and much, much more!
  • Finance Outreach & Compliance's "Effective Communications" playlist All of this Lynda.com content has been vetted by FOC, and covers a wide range of topics including:
    • grammar
    • writing email
    • communicating across cultures
    • having difficult conversations
    • business writing
    • overcoming fear of public speaking
    • and much more! 

And one more thing:

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Monday, April 16, 2018

Financial Planning & Analysis Welcomes Rick Johnson



Rick Johnson has joined the Financial Planning & Analysis team as a Senior Financial Analyst. In this role, Johnson will coordinate the process of budgeting tuition and fees across the University, in addition to working with UVA’s multi-year financial plan.



Johnson, a 2013 graduate of Liberty University, has a bachelor’s degree in Business Administration: Finance. He comes to UVA most recently from Sight & Sound Theatres in Lancaster, Pennsylvania, where he wore multiple hats in his role as a staff accountant.



That position combined with his previous experiences in accounting and finance inspired him to further explore the analytical side of the profession.



“Numbers tell a story, and what I most enjoyed in my previous roles was using my analytical abilities to clearly and creatively convey that story to our stakeholders,” he said, adding that he saw a move into higher education as a great opportunity to develop that skill.








Johnson thought that UVA, with its overall reputation for focusing on excellence, would suit him well.





“I’ve quickly discovered that UVA is more complex than other organizations I’ve worked for in the past, and I’m excited to understand more about the university as a whole. In financial roles, you often touch so many different pieces of the organization so, I’m looking forward to learning more about each area and how I can serve them in the best way possible,” he said.



Johnson also looks forward to re-acquainting himself with the mountains and rivers of Virginia via time spent hiking and kayaking. In addition to the “outdoorsy stuff,” he also enjoys playing music and dabbling in songwriting.
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Financial Planning & Analysis Welcomes Rick Johnson

Rick Johnson has joined the Financial Planning & Analysis team as a Senior Financial Analyst. In this role, Johnson will coordinate the process of budgeting tuition and fees across the University, in addition to working with UVA’s multi-year financial plan.

Johnson, a 2013 graduate of Liberty University, has a bachelor’s degree in Business Administration: Finance. He comes to UVA most recently from Sight & Sound Theatres in Lancaster, Pennsylvania, where he wore multiple hats in his role as a staff accountant.

That position combined with his previous experiences in accounting and finance inspired him to further explore the analytical side of the profession.

“Numbers tell a story, and what I most enjoyed in my previous roles was using my analytical abilities to clearly and creatively convey that story to our stakeholders,” he said, adding that he saw a move into higher education as a great opportunity to develop that skill.




Johnson thought that UVA, with its overall reputation for focusing on excellence, would suit him well.

“I’ve quickly discovered that UVA is more complex than other organizations I’ve worked for in the past, and I’m excited to understand more about the university as a whole. In financial roles, you often touch so many different pieces of the organization so, I’m looking forward to learning more about each area and how I can serve them in the best way possible,” he said.

Johnson also looks forward to re-acquainting himself with the mountains and rivers of Virginia via time spent hiking and kayaking. In addition to the “outdoorsy stuff,” he also enjoys playing music and dabbling in songwriting.
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Collaborative effort produces a targeted class to help UBI users

As the sun went down on Discoverer for Finance, a few UBI users in UVAFinance began to worry that some of their colleagues might get lost in the shadows.



Josh Breeden of Financial Reporting & Operations and Danielle Hancock of Finance Outreach & Compliance were concerned that accounts receivable billing specialists might not be comfortable transitioning to the new tool for their reporting needs.





I encourage UBI users to say what they’d like to see in the tool. The UBI team is very responsive to information from our users that will make the tool more helpful. – Josh Breeden



With his inside knowledge of the AR process, Breeden began working with Hancock on a training session for his colleagues, tailoring his UBI knowledge to fit their needs.



As UBI Trainer Linda Leshowitz points out, accounts receivable is a smaller audience with specific needs. “I was thrilled to learn that Josh and Danielle were putting this session together,” she said.







Leshowitz collaborated with Breeden and Hancock to get the training into a UBI training template, providing guidance so that the language used would align with other UBI materials.



During the training session, Breeden walked attendees through their old reports in Discoverer, and showed them how to access those reports in UBI. They also learned about new functionality they could take advantage of that wasn’t as readily available in Discoverer.



“UBI is so much more flexible than Discoverer; they can now produce the kind of reports they need and want,” said Breeden.



In the end, not only did the group produce a training that provided what the AR specialists needed to learn in the context of their processes, but they also ended up with a training manual that is now posted in the UBI Community (UBIC) for everyone’s use.



Jessica Rafter, who manages UBIC, said the users loved the narrowly focused training.



“People want to learn in context,” she said.



“They want to learn what matters to them from people who do what they do. Josh is already on the ground helping as a trusted UBI colleague in Carruthers – we’d love to have more partnerships like this!”





What are you trying to find in UBI? Head to the UBI Community and let the team know!


Share:

Collaborative effort produces a targeted class to help UBI users

As the sun went down on Discoverer for Finance, a few UBI users in UVAFinance began to worry that some of their colleagues might get lost in the shadows.

Josh Breeden of Financial Reporting & Operations and Danielle Hancock of Finance Outreach & Compliance were concerned that accounts receivable billing specialists might not be comfortable transitioning to the new tool for their reporting needs.

I encourage UBI users to say what they’d like to see in the tool. The UBI team is very responsive to information from our users that will make the tool more helpful. – Josh Breeden

With his inside knowledge of the AR process, Breeden began working with Hancock on a training session for his colleagues, tailoring his UBI knowledge to fit their needs.

As UBI Trainer Linda Leshowitz points out, accounts receivable is a smaller audience with specific needs. “I was thrilled to learn that Josh and Danielle were putting this session together,” she said.


Leshowitz collaborated with Breeden and Hancock to get the training into a UBI training template, providing guidance so that the language used would align with other UBI materials.

During the training session, Breeden walked attendees through their old reports in Discoverer, and showed them how to access those reports in UBI. They also learned about new functionality they could take advantage of that wasn’t as readily available in Discoverer.

“UBI is so much more flexible than Discoverer; they can now produce the kind of reports they need and want,” said Breeden.

In the end, not only did the group produce a training that provided what the AR specialists needed to learn in the context of their processes, but they also ended up with a training manual that is now posted in the UBI Community (UBIC) for everyone’s use.

Jessica Rafter, who manages UBIC, said the users loved the narrowly focused training.

“People want to learn in context,” she said.

“They want to learn what matters to them from people who do what they do. Josh is already on the ground helping as a trusted UBI colleague in Carruthers – we’d love to have more partnerships like this!”

What are you trying to find in UBI? Head to the UBI Community and let the team know!
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Upcoming Finance Training: April - June

 


Following are the upcoming courses, workshops, labs, and Brown Bag Sessions for April-June, 2018.





We hope you will take advantage of these professional development opportunities for finance professionals. Links to enroll via Employee Self-Service are available from the Events section on the Finance Outreach and Compliance website at http://foc.virginia.edu/.





Read on for all the offerings!









  • Finance Fundamentals



What is UVA’s mission? What is the Code of Ethics and why is it important? What is the organizational structure of UVA and where do you fit in? What is a PTAEO? What are the sources of revenue at UVA and how are funds processed? What do you need to know about internal controls, and what are some best practices to follow? In this class, you will get answers to these questions and more, as well as have an opportunity to interact and network with other administrative professionals. This class is a required course for access to the finance applications in the Integrated System but is also open to anyone who wants to learn about UVA’s financial operations.






    • April 24, 1:30-4:30

    • May 8, 1:30-4:30

    • May 22, 1:30-4:30

    • June 12, 1:30-4:30

    • June 26, 1:30-4:30

    • All sessions are held in Carruthers Hall, Conference room 2







  • Reconciling General Ledge Revenue



In order to maintain strong Internal Control standards, it is important to reconcile your revenue accounts as well as your expenditure accounts.  This course is designed to help employees navigate the General Ledger (GL) revenue reconciliation process at the University of Virginia using University Business Intelligence (UBI).   In this course, we discuss how to comply with policy and procedure to accurately complete your monthly revenue reconciliations.  This course will be most useful for UVA Staff and Faculty who prepare, review, and approve revenue reconciliations.



    • May 17, 1:30-4:00





    • Carruthers Hall, Carr-2







  •  Reconciling Expenditures in Recon@UVA (formerly Mastering Account Reconciliations)


All departments spend money, whether it is for office supplies, equipment, or personnel. It is important to reconcile these purchases each month to maintain strong internal control standards. This course is designed to help UVA staff and faculty who prepare, review and approve expenditure reconciliations navigate these processes in the Recon@UVA system. We will discuss how to accurately complete monthly expenditure reconciliations for transactions that occur in the Integrated System’s Grants Management (GM) module in compliance with UVA policy and procedures.



    • May 24, 1:30-4:00

    • Carruthers Hall, Carr-2







**Mark your calendars! The UVAForward 2018 conference will be held on Thursday, May 24. Registration begins in the first week of May!**





As always, if you have any questions, suggestions, or need to discuss training needs, please contact us at foc-training@virginia.edu.









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Upcoming Finance Training: April - June

 
Following are the upcoming courses, workshops, labs, and Brown Bag Sessions for April-June, 2018.

We hope you will take advantage of these professional development opportunities for finance professionals. Links to enroll via Employee Self-Service are available from the Events section on the Finance Outreach and Compliance website at http://foc.virginia.edu/.

Read on for all the offerings!


  • Finance Fundamentals
What is UVA’s mission? What is the Code of Ethics and why is it important? What is the organizational structure of UVA and where do you fit in? What is a PTAEO? What are the sources of revenue at UVA and how are funds processed? What do you need to know about internal controls, and what are some best practices to follow? In this class, you will get answers to these questions and more, as well as have an opportunity to interact and network with other administrative professionals. This class is a required course for access to the finance applications in the Integrated System but is also open to anyone who wants to learn about UVA’s financial operations.

    • April 24, 1:30-4:30
    • May 8, 1:30-4:30
    • May 22, 1:30-4:30
    • June 12, 1:30-4:30
    • June 26, 1:30-4:30
    • All sessions are held in Carruthers Hall, Conference room 2

  • Reconciling General Ledge Revenue
In order to maintain strong Internal Control standards, it is important to reconcile your revenue accounts as well as your expenditure accounts.  This course is designed to help employees navigate the General Ledger (GL) revenue reconciliation process at the University of Virginia using University Business Intelligence (UBI).   In this course, we discuss how to comply with policy and procedure to accurately complete your monthly revenue reconciliations.  This course will be most useful for UVA Staff and Faculty who prepare, review, and approve revenue reconciliations.
    • May 17, 1:30-4:00
    • Carruthers Hall, Carr-2

  •  Reconciling Expenditures in Recon@UVA (formerly Mastering Account Reconciliations)
All departments spend money, whether it is for office supplies, equipment, or personnel. It is important to reconcile these purchases each month to maintain strong internal control standards. This course is designed to help UVA staff and faculty who prepare, review and approve expenditure reconciliations navigate these processes in the Recon@UVA system. We will discuss how to accurately complete monthly expenditure reconciliations for transactions that occur in the Integrated System’s Grants Management (GM) module in compliance with UVA policy and procedures.
    • May 24, 1:30-4:00
    • Carruthers Hall, Carr-2

**Mark your calendars! The UVAForward 2018 conference will be held on Thursday, May 24. Registration begins in the first week of May!**

As always, if you have any questions, suggestions, or need to discuss training needs, please contact us at foc-training@virginia.edu.



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Finance Strategic Transformation Updates




Consultant Update



Deloitte and Accenture presented to the Finance Project Advisory Council (FPAC) this week, and we’re moving toward making a decision soon.


Other Activities


We’ve begun preliminary planning activities in partnership with internal audit for a project to revise financial internal controls as part of Finance Transformation.

In a related project, we’re working with OSP and the VPR to begin a process improvement project related to GA reconciliation and effort reporting on research programs.


Lean



The first Lean Fluency class was held on April 11, with great reviews from participants. Lean practices will be a big part of Finance Strategic Transformation -- opportunities are numerous for everyone in Finance to make a contribution. We hope everyone will take advantage of Lean Fluency classes (watch for more dates soon) to get familiar with Lean concepts as we think about how our work impacts others and how we can do our work better. 







Share your thoughts and questions about Finance Strategic Transformation:  Questions and comments are always welcome via our physical suggestion box in the Carruthers lobby or online suggestion box  Another option?  Email us at financetransformation@virginia.edu 










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Finance Strategic Transformation Updates

Consultant Update


Deloitte and Accenture presented to the Finance Project Advisory Council (FPAC) this week, and we’re moving toward making a decision soon.

Other Activities

We’ve begun preliminary planning activities in partnership with internal audit for a project to revise financial internal controls as part of Finance Transformation.

In a related project, we’re working with OSP and the VPR to begin a process improvement project related to GA reconciliation and effort reporting on research programs.

Lean


The first Lean Fluency class was held on April 11, with great reviews from participants. Lean practices will be a big part of Finance Strategic Transformation -- opportunities are numerous for everyone in Finance to make a contribution. We hope everyone will take advantage of Lean Fluency classes (watch for more dates soon) to get familiar with Lean concepts as we think about how our work impacts others and how we can do our work better. 


Share your thoughts and questions about Finance Strategic Transformation:  Questions and comments are always welcome via our physical suggestion box in the Carruthers lobby or online suggestion box  Another option?  Email us at financetransformation@virginia.edu 



Share:

"Finance Matters," a podcast from UVAFinance, now available on iTunes


Finance Matters, a podcast featuring thoughts, stories and inspiration from the financial world at UVA, has just been released and is available to listeners for subscription on iTunes or on Podbean.






Let us ride along with you on your commute!



Finance Matters is focused on professional development, process improvement, and the Finance Strategic Transformation initiative at UVA.



Fans of the podcast can contact hosts Brandi Van Ormer and Patty Marbury to provide feedback and ideas for the podcast.



Listen now!




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"Finance Matters," a podcast from UVAFinance, now available on iTunes

Finance Matters, a podcast featuring thoughts, stories and inspiration from the financial world at UVA, has just been released and is available to listeners for subscription on iTunes or on Podbean.

Let us ride along with you on your commute!

Finance Matters is focused on professional development, process improvement, and the Finance Strategic Transformation initiative at UVA.

Fans of the podcast can contact hosts Brandi Van Ormer and Patty Marbury to provide feedback and ideas for the podcast.

Listen now!


Share:

Get ready: A new and improved site for Recon is coming!

The next time you log onto the "Recon@" website,  you could be greeted with an entirely different experience.  The site, currently undergoing a content overhaul and refresh of its look, is set to go live in its new form by the end of April or early May.






A glimpse at the homepage of the new,

not yet live, ReconUVA webpage.




What will be different?





  • A new look.  The ReconUVA site will look much different in Drupal format, and content will be organized in a way that makes things easy for you to find (see image above).

  • New content.  The site will include both expenditure (GA) and revenue (GL) tabs.

  • Fresher content.  Expenditure (GA) reconciliations will contain the same kind of information you're used to, but with better navigation and more up-to-date content.

  • Easy launch of Recon@.  Look at that big orange button!

  • Access to revenue (GL) info.  Procedures, forms, FAQ, we'll have it all right there.






We look forward to bringing you a new, improved site that makes your experience better.



After the site launches and you've had a chance to take it for a spin, please feel free to share your thoughts and suggestions with us at recon@virginia.edu 




Share:

Get ready: A new and improved site for Recon is coming!

The next time you log onto the "Recon@" website,  you could be greeted with an entirely different experience.  The site, currently undergoing a content overhaul and refresh of its look, is set to go live in its new form by the end of April or early May.

A glimpse at the homepage of the new,
not yet live, ReconUVA webpage.

What will be different?


  • A new look.  The ReconUVA site will look much different in Drupal format, and content will be organized in a way that makes things easy for you to find (see image above).
  • New content.  The site will include both expenditure (GA) and revenue (GL) tabs.
  • Fresher content.  Expenditure (GA) reconciliations will contain the same kind of information you're used to, but with better navigation and more up-to-date content.
  • Easy launch of Recon@.  Look at that big orange button!
  • Access to revenue (GL) info.  Procedures, forms, FAQ, we'll have it all right there.


We look forward to bringing you a new, improved site that makes your experience better.

After the site launches and you've had a chance to take it for a spin, please feel free to share your thoughts and suggestions with us at recon@virginia.edu 


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Food Truck Friday Schedule






In the Michie Parking Lot




April 20: Yum Yum





May 4:  BBQ U


May 11:  Tako


May 18:  BBQ U








June 1:  Yum Yum


June 8:  BBQ U


June 15:  Got Dumplings


June 22:  Got Dumplings





July 6: Yum Yum


July 13: Tako


July 20:  Yum Yum





August 3:  Got Dumplings


August 10:  Got Dumplings


August 17: Tako


August 24: Yum Yum





September 7:  BBQ U


September 14: Tako


September 21: Pie Guy





October 5: Yum Yum


October 12:  BBQ U


October 19:  Pie Guy







November 2: Tako




November 9: Yum Yum


November 16: BBQ U





December 7: Tako


December 14:  BBQ U










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Food Truck Friday Schedule


In the Michie Parking Lot

April 20: Yum Yum

May 4:  BBQ U
May 11:  Tako
May 18:  BBQ U



June 1:  Yum Yum
June 8:  BBQ U
June 15:  Got Dumplings
June 22:  Got Dumplings

July 6: Yum Yum
July 13: Tako
July 20:  Yum Yum

August 3:  Got Dumplings
August 10:  Got Dumplings
August 17: Tako
August 24: Yum Yum

September 7:  BBQ U
September 14: Tako
September 21: Pie Guy

October 5: Yum Yum
October 12:  BBQ U
October 19:  Pie Guy


November 2: Tako

November 9: Yum Yum
November 16: BBQ U

December 7: Tako
December 14:  BBQ U



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Sunday, April 15, 2018

Using the Travel & Expense App in UBI

The recent Travel & Expense Expo showcased a day’s worth of travel and expense-related information to a large contingent of UVA travelers and travel planners in just its second year running.


Matt Douglas explaining the new Travel & Expense App



Attendees visited with dozens of partnering vendors in the travel, expense, and business logistics sectors to learn more about their respective product and service offerings. Breakout seminars throughout the day also offered attendees a preview of new and upcoming travel and expense-related projects at the University.

At one of the Expo seminars, Matt Douglas, Training Developer with University Business Intelligence, presented a brand new module for the UBI data reporting tool: the Travel & Expense App. The demo session offered attendees a unique, first-hand look at the module that helps analyze data sourced from their submitted and approved expense reports and expenses.






The app’s Dashboard provides high level data such as Total Spending, Average Report Spending, Compliance Percentages, and can be filtered by Year or by Month. From there, users can analyze their organization’s Spending by Category, Compliance Exceptions, Expense Reports, Credit Card Usage, and Detail Reporting. UBI developers created the app with the intent of an accessible, user-friendly – and analytical – tool that allows users to make decisions regarding their organization’s travel and non-travel expenses. With the full transition to UBI for data reporting well underway, this app streamlines processes. More users are familiar with UBI and are aware they don’t need to learn a new reporting tool or design their own reports.

We spoke with Matt about the Travel & Expense App and what UBI users can expect with the app’s addition into the UBI reporting environment.

What is the function of the Travel & Expense App? There are two primary functions. The first is to analyze travel and non-travel related business expenses reimbursed to academic employees. The second is to allow for reporting on University Travel and Expense card transactions.

How did the T&E App come to be? While expenses can easily be input into the system, there was a need for centralized reporting on both expenses (travel and non-travel) and payment methods. The Travel & Expense Reporting module addresses these needs.

Who should use the app? Anyone who needs to track department expenses, travel or card spend.

What problem does the T&E App solve and how does the app help users? It allows for very quick reporting on department T&E spend, resulting in time savings.

For more information and a Quick Reference Guide on the Travel & Expense App, please visit the UBI Community. To learn more about data reporting with UBI, please visit the UBI website or the UBI Community.

Share:

Using the Travel & Expense App in UBI

The recent Travel & Expense Expo showcased a day’s worth of travel and expense-related information to a large contingent of UVA travelers and travel planners in just its second year running.
Matt Douglas explaining the new Travel & Expense App

Attendees visited with dozens of partnering vendors in the travel, expense, and business logistics sectors to learn more about their respective product and service offerings. Breakout seminars throughout the day also offered attendees a preview of new and upcoming travel and expense-related projects at the University.

At one of the Expo seminars, Matt Douglas, Training Developer with University Business Intelligence, presented a brand new module for the UBI data reporting tool: the Travel & Expense App. The demo session offered attendees a unique, first-hand look at the module that helps analyze data sourced from their submitted and approved expense reports and expenses.


The app’s Dashboard provides high level data such as Total Spending, Average Report Spending, Compliance Percentages, and can be filtered by Year or by Month. From there, users can analyze their organization’s Spending by Category, Compliance Exceptions, Expense Reports, Credit Card Usage, and Detail Reporting. UBI developers created the app with the intent of an accessible, user-friendly – and analytical – tool that allows users to make decisions regarding their organization’s travel and non-travel expenses. With the full transition to UBI for data reporting well underway, this app streamlines processes. More users are familiar with UBI and are aware they don’t need to learn a new reporting tool or design their own reports.

We spoke with Matt about the Travel & Expense App and what UBI users can expect with the app’s addition into the UBI reporting environment.

What is the function of the Travel & Expense App? There are two primary functions. The first is to analyze travel and non-travel related business expenses reimbursed to academic employees. The second is to allow for reporting on University Travel and Expense card transactions.

How did the T&E App come to be? While expenses can easily be input into the system, there was a need for centralized reporting on both expenses (travel and non-travel) and payment methods. The Travel & Expense Reporting module addresses these needs.

Who should use the app? Anyone who needs to track department expenses, travel or card spend.

What problem does the T&E App solve and how does the app help users? It allows for very quick reporting on department T&E spend, resulting in time savings.

For more information and a Quick Reference Guide on the Travel & Expense App, please visit the UBI Community. To learn more about data reporting with UBI, please visit the UBI website or the UBI Community.
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Finance Matters: Crucial Conversations









Crucial conversations are high-impact and high-emotion.  They can occur at work or in our personal lives, and, if handled properly, can lead to breakthroughs.  If handled badly, they can lead to breakdowns.  Join pod hosts Patty and Brandi as we start a multi-episode discussion of crucial conversations.











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Finance Matters: Crucial Conversations



Crucial conversations are high-impact and high-emotion.  They can occur at work or in our personal lives, and, if handled properly, can lead to breakthroughs.  If handled badly, they can lead to breakdowns.  Join pod hosts Patty and Brandi as we start a multi-episode discussion of crucial conversations.


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Friday, April 13, 2018

Hey UVAFinance: it's time for Spring Fling 2018!




Click for a larger view and hunger pangs.


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Hey UVAFinance: it's time for Spring Fling 2018!

Click for a larger view and hunger pangs.

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Thursday, April 12, 2018

Blood Drive at Carruthers Hall, May 17




Click to view larger


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Blood Drive at Carruthers Hall, May 17

Click to view larger

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Wednesday, April 11, 2018

UVAFinance by the numbers




Click to enlarge image.

Here's an interesting snapshot of what we do here in UVAFinance.   Thanks to our team members and partners across Grounds for helping us be the best financial partner for UVA!
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UVAFinance by the numbers

Click to enlarge image.
Here's an interesting snapshot of what we do here in UVAFinance.   Thanks to our team members and partners across Grounds for helping us be the best financial partner for UVA!
Share:

New website for UVAFinance




Mr. Jefferson encourages you to visit vpfinance.virginia.edu


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New website for UVAFinance

Mr. Jefferson encourages you to visit vpfinance.virginia.edu

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Demos of Groups and Teams in Office 365: Sign up now!


Microsoft Groups and Teams are here! 



Stick your toe in the water or dive deep into the possibilities with these new tools. Come to one of our demos starting next week and continuing through the beginning of May. Dates and times are available on the UVA Office 365 website.

Groups: Integrated collaboration tools for a collection of people with a common purpose encouraging open and transparent collaboration. It allows users to share resources, including an Outlook inbox, a calendar, OneNote notebook, and a document library.

Teams: Modern, chat-based workspace that builds upon Office 365 Groups. It provides a hub for collaboration with access to content in Word, Excel, PowerPoint, SharePoint, OneNote, Planner, Power BI, and Delve without leaving the workspace, plus voice and video conferencing through Skype for Business integration.

Get started with Groups and Teams.





















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Demos of Groups and Teams in Office 365: Sign up now!

Microsoft Groups and Teams are here! 

Stick your toe in the water or dive deep into the possibilities with these new tools. Come to one of our demos starting next week and continuing through the beginning of May. Dates and times are available on the UVA Office 365 website.

Groups: Integrated collaboration tools for a collection of people with a common purpose encouraging open and transparent collaboration. It allows users to share resources, including an Outlook inbox, a calendar, OneNote notebook, and a document library.

Teams: Modern, chat-based workspace that builds upon Office 365 Groups. It provides a hub for collaboration with access to content in Word, Excel, PowerPoint, SharePoint, OneNote, Planner, Power BI, and Delve without leaving the workspace, plus voice and video conferencing through Skype for Business integration.

Get started with Groups and Teams.

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Wednesday, April 4, 2018

Finance Strategic Transformation Update: Panel Discussion recording/what's happening now

Panel Discussion Recording is Online, On Demand!



Did you miss the panel discussion about Finance Strategic Transformation, or just want to review the details?  View it anytime here!



Consultant Selection



An evaluation committee reviewed consultant proposals, interviewed semi-finalists, and narrowed the consulting firms to two finalists for the assessment & planning phase of Finance Strategic Transformation. Those two firms will visit with the Finance Projects Advisory Council (FPAC) to present and answer questions the week of April 9. Melody and Doug Lischke, the chief accounting officer for the health system, will consider the feedback of the evaluation committee and FPAC to inform their selection of a consulting firm. Depending on negotiations, we hope to award a contract by May.




Launch of Workday Delayed



Last week, Pat Hogan announced that the Ufirst go-live, including the launch of the Workday HCM and payroll system, is being postponed from July 2018 to January 2019. We will update everyone on how this might impact the Finance Strategic Transformation timeline as both the Ufirst team and involved leadership teams adjust their timelines. More soon!


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Finance Strategic Transformation Update: Panel Discussion recording/what's happening now

Panel Discussion Recording is Online, On Demand!

Did you miss the panel discussion about Finance Strategic Transformation, or just want to review the details?  View it anytime here!

Consultant Selection

An evaluation committee reviewed consultant proposals, interviewed semi-finalists, and narrowed the consulting firms to two finalists for the assessment & planning phase of Finance Strategic Transformation. Those two firms will visit with the Finance Projects Advisory Council (FPAC) to present and answer questions the week of April 9. Melody and Doug Lischke, the chief accounting officer for the health system, will consider the feedback of the evaluation committee and FPAC to inform their selection of a consulting firm. Depending on negotiations, we hope to award a contract by May.

Launch of Workday Delayed

Last week, Pat Hogan announced that the Ufirst go-live, including the launch of the Workday HCM and payroll system, is being postponed from July 2018 to January 2019. We will update everyone on how this might impact the Finance Strategic Transformation timeline as both the Ufirst team and involved leadership teams adjust their timelines. More soon!

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Tuesday, April 3, 2018

ASG Website is live






 See projects we're working on and projects we've completed, find info on what our

teams do and how we help UVAFinance!  asg.vpfinance.virginia.edu 


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ASG Website is live


 See projects we're working on and projects we've completed, find info on what our
teams do and how we help UVAFinance!  asg.vpfinance.virginia.edu 

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UVAFinance Book Club: Next book, new dates!




About 20 people participated in our first book club
meetings, during which we discussed James Ryan’s book Wait, What?  (You can also check out a discussion of the book on UVAFinance's "Finance Matters" podcast.)





The next book we’ll be reading is the very short but
impactful, Who Moved My Cheese? By Dr. Spencer Johnson. The
subtitle of the book is “An Amazing Way to Deal With Change in Your Work and in
Your Life”.





Amazon describes the book as "A timeless business classic, Who
Moved My Cheese?
 uses a simple parable to reveal profound truths about
dealing with change so that you can enjoy less stress and more success in your
work and in your life."  (You can read more of their description on their website.)






Who Moved My Cheese? is an amusing and enlightening
story of four characters who live in a maze and look for cheese to nourish them
and make them happy. Cheese is a metaphor for what you want to have in life –
whether it is a good job, a loving relationship, money or a possession, health
or spiritual peace of mind. And the maze is where you look for what you want –
the organization you work in, or the family or community you live in.


This book has been described as “designed to help people
thrive during periods of change” (The Sunday Times) and “a motivational book to
help you deal with change in your life” (The Guardian).





As we begin to think about and discuss Finance
Transformation, we’ll all need to think about how we might need to anticipate
change and adapt to change quickly. Read this 91-page book (it will take you
less than 1 hour!) and come to the one of the book club discussions we have
scheduled:





Wednesday, May 16, 12-1


Tuesday, June 19, 12-1





Both meetings are in Carr-2. Feel free to bring your lunch!





If you have a book to suggest for an upcoming book club
discussion, please email finance_engagement@virginia.edu.




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UVAFinance Book Club: Next book, new dates!


About 20 people participated in our first book club meetings, during which we discussed James Ryan’s book Wait, What?  (You can also check out a discussion of the book on UVAFinance's "Finance Matters" podcast.)

The next book we’ll be reading is the very short but impactful, Who Moved My Cheese? By Dr. Spencer Johnson. The subtitle of the book is “An Amazing Way to Deal With Change in Your Work and in Your Life”.

Amazon describes the book as "A timeless business classic, Who Moved My Cheese? uses a simple parable to reveal profound truths about dealing with change so that you can enjoy less stress and more success in your work and in your life."  (You can read more of their description on their website.)

Who Moved My Cheese? is an amusing and enlightening story of four characters who live in a maze and look for cheese to nourish them and make them happy. Cheese is a metaphor for what you want to have in life – whether it is a good job, a loving relationship, money or a possession, health or spiritual peace of mind. And the maze is where you look for what you want – the organization you work in, or the family or community you live in.
This book has been described as “designed to help people thrive during periods of change” (The Sunday Times) and “a motivational book to help you deal with change in your life” (The Guardian).

As we begin to think about and discuss Finance Transformation, we’ll all need to think about how we might need to anticipate change and adapt to change quickly. Read this 91-page book (it will take you less than 1 hour!) and come to the one of the book club discussions we have scheduled:

Wednesday, May 16, 12-1
Tuesday, June 19, 12-1

Both meetings are in Carr-2. Feel free to bring your lunch!

If you have a book to suggest for an upcoming book club discussion, please email finance_engagement@virginia.edu.


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Finance Matters: James Ryan's "Wait, What?"





In this episode of Finance Matters, Patty and Brandi talk about the inaugural book choice for the UVAFinance book club, incoming UVA President James Ryan's "Wait, What?"  Specifically, we discuss how the book has some practical implications for all of our lives, both professional and personal, and how the questions Ryan identifies can be helpful during times of change (hello, Finance Transformation!).



LISTEN HERE!



Mentioned in this pod:



James Ryan's Commencement speech where the book began




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Finance Matters: James Ryan's "Wait, What?"

In this episode of Finance Matters, Patty and Brandi talk about the inaugural book choice for the UVAFinance book club, incoming UVA President James Ryan's "Wait, What?"  Specifically, we discuss how the book has some practical implications for all of our lives, both professional and personal, and how the questions Ryan identifies can be helpful during times of change (hello, Finance Transformation!).

LISTEN HERE!

Mentioned in this pod:

James Ryan's Commencement speech where the book began


Share:

Don't forget: Submit your photography/artwork by April 30!






Help make UVAFinance beautiful with artwork and photography by our team.  We've extended the deadline to submit your work for the first wave of consideration -- please consider sending a snapshot or digital copy of your work to finance_engagement@virginia.edu by April 30!




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