Tech Tips from our LSPs: Privacy & Security with AI

Be mindful of privacy and security when using AI

This Tech Tip is part of a series on Generative AI.  Stay tuned for more tips!

When using AI tools, protecting privacy and maintaining security must always come first. Even seemingly small details can put personal or institutional information at risk if shared in the wrong place.

UVA staff can use an approved, licensed version of Microsoft’s CoPilot. All info about Microsoft CoPilot at UVA and a form to submit a request for a license can be found here

Keep in mind:

• Do not share personal identifiers. Names, Social Security numbers, employee/student IDs, addresses, and financial account numbers should never be entered into AI tools.
• Protect institutional data. Research data, proprietary business information, and anything covered under FERPA, HIPAA, or other regulations is off-limits.
• Assume the tool is public. Even if a platform claims not to store your inputs, treat every interaction as though it could be seen by others.
• Use UVA-approved tools. When available, stick to versions of AI platforms that have been reviewed and approved for University use.

Examples:

• Don’t paste an internal spreadsheet with names and salaries into an AI tool for “help making a chart.”
• Do ask the AI to show you how to build the chart, then apply those steps to your data securely within Excel.

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See our previous tips: Safely Using Gen-AI at UVA / Data Do's and Don'ts for AI

Read more:  https://genai.provost.virginia.edu/guidance-for-faculty-students A

UVAFinance in Action: October 2025

L to R: Chailey Hench, Danae Polemi, 
Mark Cartwright, and Sara Johnson-Ward

A Sneak Peek at the Virginia Guesthouse

Members of the Procurement Services Team recently got a behind-the-scenes look at one of UVA’s construction projects: the Virginia Guesthouse, a new hotel and conference center slated to open in April 2026.

During a hard hat tour of the site, the team explored the future guest rooms, meeting spaces, and gathering areas that will soon welcome visitors from near and far. The project will offer a state-of-the-art venue for University events and conferences, along with comfortable accommodations just steps from Grounds.

It was a fun and inspiring visit for our Procurement colleagues, who play an important role in supporting projects like this one that help the University thrive.

Treasury Team Welcomes Donald Cook

After a national search, the Treasury Team is pleased to welcome Donald Cook to UVAFinance.

Cook joins the University as a strategic treasury and finance leader with more than a decade of experience as Corporate Treasurer for two publicly traded companies. Over the course of his career, he has led global teams responsible for cash and forecasting, working capital management, debt and capital structure, financial risk management, insurance programs, and investment management.

Most recently, he worked closely with the UVA Treasurer’s Office as a consultant, partnering on financial transformation efforts for UVA Health. His work helped strengthen governance and operations, simplify payment programs, and improve liquidity management, important steps in bridging the Academics and Health sides of UVA to create a “One UVA Treasury” culture.

A UVA alumnus with a master’s degree in accounting, Donald says returning to Grounds has been both personally meaningful and professionally rewarding. “I’ve truly enjoyed supporting the mission of the University, working alongside the Treasury team, and helping to drive transformational change,” he shares.

Please join us in welcoming Donald Cook to the UVAFinance Treasury Team!

Giving Back: Ajoni Wynn-Floyd Volunteers with Ronald McDonald House

Ajoni and Chamber colleagues

Earlier this month, Ajoni Wynn-Floyd from the Supplier Engagement Team spent time giving back to the Charlottesville community through service. She joined fellow members of the Young Professionals of the Charlottesville Regional Chamber of Commerce to volunteer at the Ronald McDonald House, where they helped prepare meals for families staying there while their children receive medical care.

The Ronald McDonald House provides comfort, meals, and a supportive place to stay for families traveling to Charlottesville for treatment. Wynn-Floyd's participation reflects UVA's ongoing commitment to community engagement and service beyond Grounds.

Don’t Travel Without It: UVA’s Auto Accident Card for Car Rentals

Be sure you have the UVA Auto Accident
Card with you during your next car rental!

When driving for University business, it’s recommended to rent a car rather than seek mileage reimbursement. Renting a car through TravelUVA is often less expensive, saves wear and tear on your car, and provides University insurance coverage.

University employees should print and carry the Auto Accident Info Card with them when renting a car for University business travel. This card provides instructions on what to do in case of an accident and includes insurance information that can be provided to the other driver.

For more information about claims, please contact the Risk Management department.

Welcoming Michael W. Phillips, UVAFinance’s New Assistant Vice President and University Controller

The Phillips Family

UVAFinance is pleased to welcome Michael W. Phillips as our new Assistant Vice President and University Controller. Phillips brings to the role nearly two decades of experience at UVA, as well as leadership across higher education, corporate, and professional accounting organizations. Most recently, he served as Associate Vice Provost for Budgeting and Financial Planning in the Provost’s Office, following earlier roles with the Weldon Cooper Center for Public Service. He has also chaired the Virginia Society of CPAs Accounting & Auditing Advisory Committee, and earlier in his career served as Assistant Controller for a division of a publicly traded company in Charlottesville. 

A Non-Traditional Path into Accounting 

Phillips did not originally major in accounting or take the typical big-firm route into the profession. Instead, he started in finance as Director of Financial Operations for Kappa Sigma Fraternity. There, he quickly realized that while his finance skills were strong, he wanted to deepen his accounting expertise. He returned to the classroom through UVA’s School of Continuing and Professional Studies, earning a Certificate in Accounting before sitting for the CPA exam. That credential helped him transition to Alere, a publicly traded company (now part of Abbott), where he served as Assistant Controller and solidified his passion for accounting. 

Returning to His Accounting Roots 

After years of budgeting and planning roles, Phillips welcomed the opportunity to return to a more accounting-focused position. “Budgeting is fun, but I missed doing debits and credits,” he shares.  

“Moving into this role means stepping back toward the actuals side of the coin: ensuring financial statements are complete, audited, and compliant. It’s a different side of the same coin.” 

Since beginning his new role on September 22, Phillips has been impressed by the warm welcome from the UVAFinance team.  

“Everyone has been friendly and open, willing to share and help me learn the processes,” he notes.  

Looking Ahead 

Phillips is eager to dig into the work of preparing UVA’s financial statements and understanding the flow of dollars through Workday. “I want to understand how a dollar moves through the system, from when it goes in to when it comes out, and every step along the way,” he says 

Outside of work, Phillips and his wife, Jessica, are raising their son Matthew, who just turned 13 and is busy with baseball. Weekends often find the family at the ballfield, while Phillips also enjoys playing golf, especially his annual weeklong trip with old friends, now in its tenth year. Jessica, an attorney specializing in criminal defense, also serves as a substitute judge in Albemarle County. 

With his technical expertise, collaborative approach, and deep ties to the UVA community, Phillips is well-positioned to lead in his new role as University Controller. Please join us in welcoming him to UVAFinance! 

Welcoming Bryon Gilstrap, UVA Finance’s New Sourcing Director

The Gilstraps

UVAFinance is excited to welcome Bryon Gilstrap to the Procurement Team as our new Sourcing Director. An Illinois native, Gilstrap comes to us most recently from Columbia College Chicago and brings more than 20 years of procurement and supply chain leadership spanning higher education, healthcare, and global organizations. 

His career began in healthcare at OSF St. Francis Medical Center, where an entry-level buyer role sparked his passion for using data to streamline processes and improve business outcomes. His later career saw the expansion of his leadership roles in both healthcare and higher education.

Gilstrap has broadened his career with an Executive MBA from the University of Illinois and even international work on a major procurement project in Saudi Arabia. 

A Journey to Charlottesville

Gilstrap’s first connection to Charlottesville came decades ago, during his time in the Navy. On a mountain biking trip with friends, he camped in the Shenandoah Valley and was struck by the area’s beauty. 

When he and his wife, Denise, began planning their move from Illinois, the East Coast was a natural choice for its proximity to family.  Once Gilstrap visited Grounds for his interview, he was convinced UVA was the right decision. 

“People here seemed to care about their work, and leadership was moving in the right direction. My only worry was whether my wife and daughter would love the mountains, but once we came house-hunting, they loved it as well,” he says.

Excitement for the Work Ahead

Since joining on September 22, Gilstrap has been impressed by the strength of the Procurement team and the culture within UVA Finance:

“Usually in transformational roles, there’s a gap in experience, data, or mindset. But here, people are ready to go. The team has strong relationships, a lot of retained knowledge, and great leadership support. Yes, we have the tools and data, but most importantly, we have the people.”

His leadership philosophy centers on three pillars: collaboration, transparency, and integrity. He believes procurement is at its best when teams celebrate wins together, even if recognition from the field is rare.  

“You can’t fake it in procurement,” he comments.  “You either love it or you don’t. What makes it rewarding is the interaction with people, the debates that challenge the status quo, and ultimately making the decisions that bring the most value to the university.

Looking Ahead

With their adult sons (Caleb and Branden) being out of the house, Bryon, Denise, and their daughter Averie are looking forward to settling into Virginia life,  traveling, exploring Charlottesville, and enjoying UVA sporting events.

Gilstrap’s experience, values, and leadership will be invaluable as UVA Finance continues to strengthen procurement. Please join us in welcoming him to the team!

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Related Content:  Procurement Transformation / Celebrating Growth on the Procurement Team

Strengthening Our Accounting Team: Leadership Updates and New Additions

Three cheers for Liz, Yvonne, Victoria, 
and Tammy!

UVA Finance is pleased to share several important updates within our Accounting team, changes that reflect the department’s continued focus on collaboration, expertise, and excellence in financial stewardship. 

Congratulations to Liz Vlahos, who has been promoted to Director of Accounting. Liz has been an integral member of the Accounting team as a manager, bringing strong leadership and a deep commitment to advancing UVA’s financial stewardship. Before joining the University, Liz served as Assistant Director at the Virginia Department of Accounts, where she gained extensive experience in state-level accounting practices—expertise she continues to apply to her work at UVA. We are excited for the energy and insight she brings to this new role. 

We also extend heartfelt thanks to Yvonne Metheny for her outstanding leadership as Director of Accounting. Beginning October 1, Yvonne transitioned into the role of Investment Accounting Program Lead, where she will continue to apply her knowledge and dedication in support of UVA Finance’s mission. 

The team is also pleased to welcome two new colleagues who have joined the Accounting area from Payroll: 

• Victoria Peprah-Asante, Accounting Manager, who will lead efforts around payroll accounting improvements, fiscal stewardship, and reconciliations. 
• Tammy Kolotkin, Senior Financial Analyst, who will support this important work alongside Victoria. 

Please join us in congratulating Liz, Yvonne, Victoria, and Tammy as they begin these new chapters. These transitions strengthen our Accounting team and position UVA Finance well for the work ahead. 

Enhancements in Workday Finance

R2 Enhancements are here!

On September 21, Workday released its latest set of enhancements to the Finance system. Workday follows a biannual release cycle, typically in March and September, with additional weekly updates for fixes and smaller improvements. Each release incorporates customer feedback and delivers new features, enhancements, and AI-powered tools across both the Human Capital Management and Financials modules. The focus is always on streamlining processes and improving the overall user experience. 

This most recent release is all about convenience, adding tools that make routine tasks easier, provide better visibility into transactions, and save you time. None of these changes alter your core workflows, but they do give you more efficient ways to get work done. 

AI Prompt Recommendations for Payroll Accounting 

In the assign costing allocations and create payroll accounting adjustments tasks, you’ll now see a new “Recommended” option in several fields (such as costing company, earning, position restriction, worker, change reason, and employee). Choosing this option provides up to five prompts based on your frequent usage, helping you complete these tasks more quickly and with fewer clicks. 

Current Accounting for Gross-to-Net Pay Result 

You can now view all journal lines affecting a pay result in one place — including adjustments made after the pay period was completed and processed. This consolidated view eliminates the need for multi-step reporting, presenting both the original journal lines and subsequent adjustment lines together. Journal types included are Actuals and Payroll Accounting Adjustments. 

Costing Source for Payroll Accounting Journal Lines 

A new Costing Source column displays on Actuals, Current Accounting, and Forward Accruals journals. This gives you immediate visibility into the costing allocations that generated payroll accounting journal lines, making it easier to trace, audit, and understand complex distributions without running additional reports. 

Customer Accounts Hub 

The new Customer Accounts Hub offers one-stop access to many of the most used customer account tasks and reports. The hub is personalized to you — it only displays the tasks and reports you already have permission to access, so you can navigate faster and more confidently. (Image to be included in article) 

Revenue Hub 

Similarly, Workday now delivers a Revenue Hub, providing a centralized location for Customer Account Contracts tasks and report. Like the Customer Accounts Hub, this hub adapts to your permissions, showing only what you have access to, and making it simpler to find what you need in one place. (Image to be included in article) 

Looking Ahead: Videos on the Horizon 

These enhancements are designed to give you better visibility and quicker access to information so you can spend less time hunting for details and more time focusing on your work. And there’s more support on the way: the Finance Training team will soon be sharing short videos to walk you through these new features in action. Watch this space for more information! 

 

Introducing Procurement Transformation at UVA

Modernizing our Procurement Function

At UVA, procurement is more than purchasing goods and services; it’s a vital part of advancing our mission in education, research, and healthcare. To better serve that mission, we’ve launched Procurement Transformation, a strategic realignment to create a smarter, more connected procurement ecosystem.

This initiative is about more than just technology. It’s about reducing manual processes, increasing transparency, and creating a seamless experience for both our colleagues across Grounds and suppliers. By modernizing how UVA sources, contracts, and partners with suppliers, we unlock time and resources that can be directed to advancing the University’s mission.

Our Goal

This transformation positions Procurement Services as a trusted partner across Grounds. We aim to deliver a seamless procurement journey, from sourcing to payment. Through updates to our team structure, technology, and end-to-end processes, we’re setting UVA procurement up for long-term success and resiliency.

What’s Happening Now

Procurement Transformation preparatory work has been underway this summer:

• Team updates: Procurement Services has a new structure, with team members stepping into new roles to better support UVA’s buying needs.  Read more about the team changes
• Infrequent Payee Pilot: We’ve launched a pilot process to simplify how occasional or one-time payees are managed. Once complete, we’ll share the results with finance partners across Grounds. 
• Technology improvements: Workday Strategic Sourcing is next on the horizon, with guided buying and supplier onboarding coming soon. The project team is looking forward to continuing to engage with our partners across Grounds as we make progress on this next phase of transformation.  
• Website launch: A new website is underway to provide a one-stop hub for project details, resources, and updates. 

Looking Ahead

We recognize that change can raise questions, especially with many initiatives happening across UVA. The goal of Procurement Transformation is simple: to improve the procurement process from start to finish and leverage UVA’s buying power more effectively. 

This is about creating a procurement experience that is modern, people-centered, and mission-driven. We’ll share updates regularly as the project progresses this fall and winter, and we invite you to join us on this journey toward a smarter, more connected UVA procurement future.

Wrapping Up UBI Finance 2.0 Office Hours

UBI Finance 2.0 resources are available

Since July 15, the UBI Finance 2.0 team has hosted weekly Office Hours every Tuesday, providing a space for Finance users to ask questions, see demonstrations, and get comfortable with the new reporting tools. These sessions have been well attended and highly engaging, with strong participation across the Finance community.

The final Office Hours session was held on September 30, marking the close of this summer’s full schedule.

Resources at Your Fingertips

If you missed a session or just want to revisit the material, you can find all resource documents, presentation slides, and recordings on the Business Intelligence Analytics site. These materials are available anytime to help you continue exploring and using UBI Finance 2.0 with confidence.

Legacy Reports Being Discontinued

As part of the transition to UBI Finance 2.0, the following reports will be discontinued on October 17, 2025:

• WD Journal Lines
• WD Journal Lines Actuals
• WD Journal Lines Inc Statement
• WD Financial Reporting
• WD Budget vs Actuals
• WD Fund Balances
• WD NACUBO Function Analysis

All of this information has already been migrated into the UBI 2.0 Apps, so you’ll continue to have access in a more streamlined and powerful reporting environment.

Thank You

We’re grateful to everyone who joined the UBI Finance 2.0 Office Hours over the past few months. Your questions, feedback, and participation have helped make the sessions valuable for the whole community. As we move forward, we encourage you to continue exploring the UBI 2.0 Apps and take advantage of the resources available on the Business Intelligence Analytics site.

UVAFinance in Action: September 2025

Getting grubby for a good cause!

UVAFinance Supports Day of Caring

On September 17, members of the UVAFinance Team joined volunteers from across the area for the United Way of Greater Charlottesville’s 34th Annual Day of Caring. Our team members rolled up their sleeves to support projects in local nonprofits, schools, and community organizations: a meaningful reminder of the impact we can make when we step outside our daily routines and give back together.  Thank you to everyone who participated!  See the rest of the pictures on Flickr.

Congrats, Amanda!

Amanda Meares Chosen as NACUBO Emerging Leader

Amanda Meares, Finance Manager in UVAFinance, has been selected as a participant in the 2025–26 NACUBO Emerging Leaders Program!

Meares joined UVAFinance in 2023 as a Senior Financial Reporting Analyst and was soon promoted to Finance Manager. In this role, she has been integral to advancing UVAFinance’s goals and supporting UVA’s mission, working closely with University leadership on priority projects while also collaborating with stakeholder groups like the Finance Advisory Network (FAN). Her work ensures that our financial systems and strategies not only run smoothly but also enable the University to deliver on its mission of education, research, and service.

The NACUBO Emerging Leaders Program, now in its fifth year, equips promising mid-level managers with the skills to strengthen leadership abilities, foster cross-campus collaboration, and expand professional networks. This year’s cohort is the largest yet, with 78 participants representing 69 higher education institutions across 31 states and D.C.

Thank you, Chris!

Peper to be Interim Leader of Financial Planning & Analysis

As Katie Walker, Associate Vice President and Chief Budget Officer, departs UVA to take on her new role as Vice Chancellor for Finance and Administration at Indiana University Bloomington, we are pleased to announce that Chris Peper will lead the Office of Financial Planning and Analysis in the interim while a search for Walker’s successor is underway. 

Peper has served as Director of Budgets and Planning since July 2022, guiding the UVA community through the budget development and implementation processes with expertise and dedication. Prior to that role, he was Senior Director of Finance in the School of Education and Human Development, where he built strong partnerships and deep knowledge of UVA’s academic operations. 

UVAFinance appreciates Peper stepping into this interim leadership role and continuing the important work of supporting UVA’s mission through thoughtful planning and analysis. 

Celebrating Growth in the Procurement Team

Congratulations and welcome to the 
new and promoted team members!

UVAFinance is pleased to announce that we have new talent joining Procurement Services and current colleagues stepping into expanded roles.

Bryon Gilstrap has joined the team as Sourcing Director.  Gilstrap brings 20+ years of procurement and supply chain leadership, spanning higher ed, healthcare, and global organizations. His experience leading sourcing transformations and building vendor partnerships will be a major asset as we move forward. 

In addition, following competitive searches, several of our own team members are taking on new roles:

• Kevin Crabtree: Contracts Director
• Krista McDaniel: Contracts Manager
• Heather Hite and Garret Morris: Sourcing Manager
• Devon Stribling: Special Projects Lead
• Anders Coe: Customer Engagement Specialists

These promotions reflect the incredible talent within our team and our shared commitment to growth, collaboration, and service to UVA.

Tech Tips from our LSPs: Data Do’s and Don’ts for AI

Protect UVA's Data when Using AI

When it comes to using AI tools, data safety is non-negotiable. Think of it like this: if you wouldn’t post it on a public website, don’t paste it into an AI prompt.

UVA’s licensed Generative AI tools (Copilot Chat and Copilot for Microsoft 365) include contractual data protection of university information. With appropriately licensed tools, “Sensitive” data may be used in chat prompts. “Highly Sensitive” data, as explicitly defined in the University Data Protection Standards, cannot be included in chat prompts.

UVA staff can use an approved, licensed version of Microsoft’s CoPilot. All info about Microsoft CoPilot at UVA and a form to submit a request for a license can be found here

 Do:

• Use AI with information that is general, public, or non-sensitive
• Share outlines, drafts, or generic text for editing or brainstorming
• Ask AI for help with style, formatting, or idea-generation
• Use Caution with names, numbers, or details ( strip them out or replace them with placeholders if you’re testing an idea).)

Don’t:

• Enter restricted or confidential University data (budgets, salaries, grades, health records, SSNs, etc.).
• Paste in drafts of sensitive reports, agreements, or contracts.
• Upload or copy/paste emails that include private or identifiable details.
• Assume the tool is “private” (many AI systems store prompts for training or troubleshooting).

Treat AI like an external consultant. Share what helps you get useful results, but never what could put UVA Finance’s data or reputation at risk.

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Read more:  https://genai.provost.virginia.edu/guidance-for-faculty-students / Safely Using Gen AI at UVA

UVA Employee Bike Social

Whether you’re already biking to work or just curious about giving it a try, come join UVA Sustainability for the UVA Employee Bike Social! 

Enjoy free Ben & Jerry’s ice cream, music, and lawn games while connecting with fellow bike enthusiasts. Explore tables from local bike-related community organizations, try out demo bikes, and take advantage of plenty of bike parking. The event is hosted by UVA Parking & Transportation, UVA Recreation, and the UVA Office for Sustainability. In case of rain, we’ll move the fun inside the AFC.

Details: 

• Wednesday, October 1
• 3-6 pm
• Outside the Aquatic & Fitness Center

• 
  

Launching the UVA Staff Sustainability Leadership Program

Begins in January

October will be an exciting month for Sustainability at UVA. The Office for Sustainability is thrilled to announce the launch of the new UVA Staff Sustainability Leadership Program: a professional development pilot beginning in January 2026. 

 

UVA Staff Sustainability Leadership Program 🌍 🤝
The UVA Staff Sustainability Leadership Program will engage UVA staff in advancing initiatives that conserve resources and reduce waste within their departments. Participants will move through three phases — Learning, Empowering, and Leading — to build sustainability knowledge, strengthen leadership skills, and implement a workplace project that supports UVA’s 2030 sustainability goals.

The program includes:

• Bi-weekly, in-person sessions on Thursday mornings (January–April)
• Monthly project support meetings (May–July)
• Final showcase and reception (August)

Applications are due November 1, 2025. Space is limited to 10–15 participants, and all applicants will be notified of their status by December 1. This program is offered at no cost to UVA staff.

Learn more and apply at sustainability.virginia.edu/uva-staff-sustainability-leadership-program

OE Sponsored Workshop: Leading Resilient Organizations

Learn how to make change approachable

Change can often feel slow and frustrating, especially in large institutions where new ideas are met with hesitation. But innovation does not always mean introducing something entirely new. It can also mean building steady habits and practices that allow teams to move forward with clarity. The goal is to grow with change while continuing to anticipate challenges, adapt to new circumstances, and stay true to core values and purpose.

 
This fall, Organizational Excellence is hosting a two-session workshop with Teibel Education Consulting that will help participants strengthen these skills and approaches.

About the Workshop:

• Leading Resilient Organizations: Adapt, Innovate, and Thrive will offer strategies to:
• Create a culture of innovation that supports meaningful change
• Encourage productive mindsets across the organization
• Build strong networks of commitment through intentional communication

Workshop Details

• Dates: October 28 and  October 30, 2025
• Time: 10:00 a.m. - 12:00 p.m.
• Location: Online, with link provided upon registration
• Presenters: Howard Teibel and Mary Herbert, Teibel Education Consulting
• Cost: $425

Participation is first-come, first-served. For more information or to register, contact Tim Kelley at orgex@virginia.edu

You're Invited: Hoo Serves Community Fair

 

You're invited!

Drop by the Hoo Serves Community Fair this October 7 to meet representatives from local service organizations that could use your help! 

At the fair, you can explore meaningful opportunities for making a difference in our community that might fit with your passion and expertise - whether it’s hands-on service, ongoing volunteer work, or even stepping into a public service board role.

You'll also have the opportunity to learn from one another!  Ask fellow staff members about their volunteer experiences. Remember that every team member has up to 16 hours of paid school assistance and volunteer service leave time each year, so you can make an impact while on the clock. 

Come explore, connect, and get inspired to make a difference!

 

 

 

UVAFinance In Action: September 11, 2025

From L to R: Syd Dorsey, Ajoni Wynn-Floyd, 
Sara Johnson-Ward

Procurement Team at Convergence 2025

Members of the Procurement Team represented UVA at Convergence 2025, a Supplier Expo & Career Fair hosted by Dominion Energy.  The event was held on September 9 in Richmond, and featured more than 65 exhibitors ready to network with attendees representing small, local, and diverse businesses.  Syd Dorsey, Sarah Johnson-Ward, and Ajoni Wynn-Floyd talked with hundreds of attendees about business opportunities at UVA, and Wynn-Floyd even presented a breakout session on "How to do Business With UVA."  Thank you for your community outreach!

Logan Hobbs

Logan Hobbs Helps International Students Navigate Tax Questions

Starting at a new university can be daunting—especially when it involves navigating a new country’s requirements and systems. At UVA’s International Orientation this fall, nearly 1,000 new international undergraduate and graduate students were welcomed to Grounds. Among the many University resources on hand was UVAFinance’s own Logan Hobbs, Compliance Manager in Financial Operations & Tax.

Hobbs set up a table alongside Student Health, the University Police Department, the Lorna Sundberg International Student Center, and the Honor Committee to offer guidance on tax matters. His expertise proved valuable, as he answered questions for 50–60 students during each session, while many others stopped by to pick up flyers and resources to review later.

By providing this kind of one-on-one support, Hobbs demonstrates how UVAFinance plays a vital role in helping students succeed from the very beginning of their UVA journey. 

We’re hiring: Tax Analyst / Senior Tax Analyst

Join the UVAFinance Team!

Are you a tax professional looking to grow your career in a collaborative, mission-driven environment? Do you know someone who might fit that bill?   UVAFinance at the University of Virginia is seeking a Tax Analyst or Senior Tax Analyst (depending on experience) to join our Financial Operations team.

In this role, you’ll:

•  Ensure compliance with tax laws related to the University’s educational and research activities
•  Guide departments and international students on complex tax and immigration-related issues
•  Partner with Payroll to ensure accurate tax withholdings
• Contribute to a range of tax functions, including sales tax, VAT, unrelated business income tax, and more

We’re looking for someone who brings integrity, strong analytical skills, and a customer-service mindset, someone excited to translate complex tax issues into clear guidance for our diverse UVA community.

Feel free to share with your network!  

Harmonizing People and Process: Introducing Holly Bolton

This city girl is rediscovering her roots

As a a student, Holly Bolton dreamed of life on the stage as an opera singer. Though her path shifted, she never lost her voice: it simply took on a different form. Today, she uses it to shape teams, strengthen organizations, and create spaces where people can do their best work. 

That voice has guided her through a Master of Business Administration in Marketing from New Jersey City University and more than 15 years of leadership roles in higher education. Most recently, she served as Chief of Staff to both the Executive Vice President and Chief Financial Officer at New York University, where she led cross-functional teams, advised senior leadership, managed operations for more than 1,600 employees, and championed inclusion efforts. 

Now, Bolton brings her experience and energy to UVA as Assistant Vice President and Chief of Staff to the Chief Financial Officer. She’s eager to provide structure and clarity in ways that help others thrive, ensuring that UVAFinance is not only respected as a partner across Grounds but is also a place where colleagues feel included, supported, and empowered to do their best work. 

Just a few weeks into her new role, Bolton is enjoying being on the UVAFinance Team.  “I like the people and their willingness to just jump right in,” she says. “Everyone wants to be of help, and there are no big egos.” 

As Bolton enjoys the collaborative, servant-leader spirit she’s found here, she’s also adjusting to life in Charlottesville and rediscovering her Southern roots (she has two bachelor’s degrees, one from Auburn University and another from the University of Alabama at Birmingham).  One of the biggest transitions, she says, is navigating the transition from city sidewalks to car commutes.  

Outside of work, she loves exploring off-the-beaten-path places and finding hidden gems, getting outdoors on her bike, and immersing herself in the fantastical worlds of sci-fi and Marvel stories.  “My movie interest is that of a teenage boy,” she laughs.  

We’re grateful to have Holly as part of the team and look forward to her using her influence to harmonize people, processes, and possibilities.   

Wellness Resources: September 2025

Fall is here, and with it comes a reminder to slow down, reset, and take care of yourself. This month’s wellness opportunities show how small actions can make a real difference. Maybe it’s a short break to clear your head, a fitness class to get your body moving, or a visit to the Expo to explore helpful resources. However you choose to show up for yourself, these moments all add up to support your well-being.

Micro Health Breaks

• Begin on September 15
• Ten-minute sessions designed to help you step away, stretch, and reset
• A simple way to ease stress and strengthen your body throughout the day
• Check them out on the HR website

Fall Fitness with Hoos Well and UVA Rec

• Free drop-in fitness classes and training are available this fall
• A chance to explore new workouts or simply stay active at no cost
• Visit the Hoos Well site.

Benefits and Well-Being Expo

• Wednesday, October 8 from 8:30 a.m. to 2:00 p.m. in Newcomb Hall Ballroom on the third floor
• Meet benefits providers and resource partners
• Presentations offered in person and virtual with the schedule to be released later this month
• Flu vaccines available on site
• Additional Expos at UVA Wise and the UVA Medical Center
• Read more on the HR site

Building on Experience: Mike Priddy Joins UVA Finance in a New Role

The Priddy Family

The Workday Support Team is pleased to welcome Mike Priddy to the team!

Priddy has built his career here at UVA, previously working in the Office of Sponsored Programs, where he supported the University in areas such as research administration and financial compliance. His experience in that role, along with similar exposure during his 11 years in corporate America, sparked an interest in data and analytics and drew him to this new opportunity. Having worked with the team in the past, he is glad to return in a new capacity where he can contribute to the culture and community he knows well.

In his new position, Priddy is eager to be an asset to the team by applying careful analysis and problem-solving to improve UVA’s financial systems and processes. He is looking forward to making an impact that reaches across the University, strengthening the systems that support students, faculty, and sponsored programs on a large scale.

Outside of work, Priddy spends time with his community and family. He coaches two travel basketball teams and serves as an assistant coach for a local high school golf team, finding joy in mentoring young athletes. His commitment to youth extends beyond the court as he has helped run a nonprofit for more than three years that introduces local kids to golf, called Fore The Valley. At home, Priddy and his wife, Erika, are raising three children who each pursue their own passions in music, acting, singing, scouting, and sports. The family also has two dogs: one named Hatch, after the famous Hatch green chili pepper, and the other named Carl.

We are glad to have Priddy on the team and look forward to all he will bring to UVA Finance.

Andrew Sallans Completes Cornerstone Program with Practical Results for the School of Data Science

Sallans was part of the 10th
Cohort of the Cornerstone Program

This fall, Andrew Sallans wrapped up a yearlong journey as part of the University of Virginia’s Cornerstone Program, a leadership development initiative launched in 2014 to prepare emerging leaders for the challenges of tomorrow. Sallans was part of the program’s 10th cohort, which will officially graduate on September 30.

Cornerstone is designed to help participants grow through 360 feedback, one-on-one mentoring, monthly classroom sessions, and, perhaps most importantly, collaborative team projects. These projects bring together participants from across UVA to tackle a real organizational need and present their findings to leadership.

For Sallans, that project was with UVA’s newest school: the School of Data Science (SDS). Alongside his teammates Jennett Murphy (Batten School of Leadership & Public Policy) and Bob Jones (ITS), Andrew set out to explore how SDS could better support its international scholars (a group that includes postdocs, graduate students, and faculty) navigating the unique challenges of studying and working in a new country.

“It’s a highly competitive space,” Sallans explains. “Data science scholars are in demand, and they expect a high level of support. Everything from signing a lease to getting a driver’s license can feel overwhelming in an unfamiliar environment and can become a barrier to attracting top talent.”

The team’s original plan to interview international scholars was complicated by external factors, including changes in federal policy. The team regrouped and pivoted to a landscape survey, mapping out what resources already exist at UVA (like visa services from the International Studies Office or integration support from the Office of Postdoctoral Affairs), identifying gaps (such as housing assistance), and creating a practical resource guide that SDS can immediately put to use.

The result? A deliverable with real staying power. The School of Data Science is incorporating the guide into its operations, and Sallans sees potential for broader impact: “This could easily be something that other schools use. There’s never been a centralized guide like this, and it might even spark a community of practice across UVA to support international students and scholars.”

That kind of ripple effect is exactly what the Cornerstone Program aims for: preparing leaders not only to think strategically, but also to deliver meaningful results that benefit the broader University community.

Please join us in congratulating Andrew on completing the Cornerstone Program and on leaving behind a resource that will make UVA a more welcoming place for international scholars.

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Interested in the Cornerstone Program?  Read more here. 

New from Organizational Excellence: Navigating Creative Problem Solving

Learn more with OE!

UVA Organizational Excellence will be sponsoring Navigating Creative Problem Solving, a presentation led by Laura DelPrato, Associate Director of Experiential Learning and Life Transforming Programs at the UVA Career Center.

This interactive session will explore why innovation inspires some people and intimidates others. Participants will learn how to navigate the creative problem-solving process, balance idea generation with decision making, and cultivate deliberate creativity. Whether you are working individually or leading a team, this session will provide practical strategies to approach challenges more effectively.

The presentation will be on September 25, 12:00 p.m. to 1:15 p.m. and will be held online. Access information will be provided to registrants.

To register, visit Organizational Excellence's website.

Research Computing’s First-Ever Open House

Mark your calendar!

UVA Research Computing is hosting its first-ever Open House on Tuesday, September 9, from 3 to 6 p.m. at Michie North, 918 Emmet St N. 

Stop by to explore demos of cutting-edge computing resources, meet the expert Research Computing team, connect with peers and potential collaborators, and learn how UVA researchers are using technology to drive innovation. RSVPs are preferred but drop-ins are welcome. 

More information and link to register:  https://engineering.virginia.edu/news-events/events/research-computing-open-house 

UVA One Stop: One Place, ALL Answers

  

The One Stop Team

Contributed by Student Financial Services

Ever thought how wonderful it would be for students and their families to have one number to call to get their admission, student finance, and student records questions answered? Well, we did too. And that’s what we did!

UVA One Stop launched August 25th as the single go-to spot for all questions about Undergraduate Admission, Student Financial Services, and UREG. Goodbye multiple calls and emails! We’ve got it covered in one location. Special thanks go out to Joey Carls and his team as well as Jamie Reid, Ben Tolson, and Andrew Sallans for their amazing help in getting this launched! We could not have done it without your partnership!

Current, admitted, and future students, as well as UVA family members and UVA alumni, now have a single source of help that’s easy to find and quick to access. The One Stop is on the lower level of Carruthers Hall (1001 N. Emmet Street), across from Barracks Road Shopping Center, and is accessible via the Gold Line University bus route. We hope to move the One Stop to central Grounds at some point so the team can be even more accessible for students.

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More information on UVA One Stop: https://onestop.virginia.edu/ 

See the UVA Today article on UVA One Stop

Meet Trina Mallory: UVA’s New Treasury Administrator

That's Trina in the middle!

Trina Mallory, a native Virginian, has been part of UVA since 2013. She started her career with the University at UPG, and after working there for ten years, she moved over to the Undergraduate Admission Office and recently stepped into the role as Treasurer Administrator in May. 

Mallory has always been drawn to finance because she wanted a role that let her dive deeper into the field. 

“I enjoy getting exposure to areas like cash management, asset management, and debt management. It is helping me build a broader understanding of finance,” she says. 

Mallory earned her Associate’s in Accounting from PVCC. She never imagined she would end up in Treasury, but thanks to mentors and colleagues who believed in her, she decided to go for it. 

Although she is still new, Mallory enjoys the team she is working with and is looking forward to getting more hands-on experience. 

Outside of work, Mallory enjoys traveling and dining out with her daughter. She is a proud mom of four, and her children are now in college or starting their careers. Mallory loves exploring local restaurants and recently traveled to the Dominican Republic, a trip she hopes to take again soon. We are excited to welcome Trina Mallory to the Treasury team!

Professional Development Corner: August 28, 2025

Remember to discuss all professional development
opportunities with your manager prior to applying
for any funds. See below for more information
on the Education Benefit.

Why is professional development important?

Professional development offers a valuable opportunity to stay engaged and navigate the constantly changing landscape of Higher Education and beyond. Whether you’re looking to learn new skills, sharpen existing ones, enhance your leadership abilities, explore new interests, stay on top of emerging trends, or simply connect with colleagues, there’s something for everyone. 

Check out this article from the University of Pennsylvania’s Wharton School, How Professional Development Can Boost Employee Engagement on how participating in learning activities benefits all.

Tips for Supporting Others in Professional Development

Last month’s newsletter focused on Making Time for Professional Development (even when you’re busy). This month, we’re shifting to tips for developing others. If you’re a UVAFinance manager, the topic may sound familiar since we recently explored it in a workshop. While these tips are written with managers and their direct reports in mind, anyone may find opportunities to support a colleague’s growth. You can even apply these same tips when planning your own development.

1. Know their goals, as well as their strengths and weaknesses. Discuss career goals and professional interests frequently.  Use assessments, such as DISC or 360s, feedback, or observations to help identify what they do best.
2. Give clear, specific, timely, and constructive feedback. Be sure to provide guidance on opportunities for growth and development, as well as praise and recognition.
3. Create development opportunities. Delegate stretch assignments that build skills, encourage cross-training, and support attendance at workshops, courses, or conferences.
4. Be a coach. Shift from a “telling” style to a “coaching” style. Instead of directing or providing solutions, ask guiding questions like “What options to do you see?” or “How might you approach this differently?” Remember that sometimes listening is more powerful than advising.
5. Recognize and celebrate progress and achievements. Small steps forward can be a reason to celebrate. Know how individuals prefer to be recognized. Public recognition can motivate, and private recognition can build trust, but it’s more important to treat others as THEY want to be treated. (Remember the DISC Platinum rule?) Submit recognition for Quarterly Wins.
6. Adopt and role-model a growth mindset. Treat mistakes as learning opportunities and encourage persistence and curiosity rather than perfection. (See earlier versions of the Professional Development Corner newsletter for some articles on the importance of adopting a growth mindset.)

Professional Development Opportunities

We’re pleased to share information about a variety of workshops, courses, and resources to support your ongoing growth—wherever your journey leads. While some opportunities are free and others may have a fee, most do not require travel, aside from a few UVA programs that may involve local travel.  Please feel free to share other opportunities you come across, and I’ll include them in future communications!

Coursera

Remember that we have access to Coursera, an online learning platform that offers a wide range of courses, specializations, certifications, and degree programs from universities and institutions around the world. UVA has a university-wide subscription for Coursera. Check it out and start learning!

Upcoming Offerings

Listed below are links to offerings that may be of interest; as we have done for the past couple of months, we’ll again focus on opportunities for which you can use your centrally-funded education benefit and are offered virtually, or in a few cases, locally, so there are no travel costs! (Remember, if you are requesting departmental funds, make sure you have approval before you register for or enroll in any offering.)

*New* EDUCAUSE Events

What is EDUCAUSE?  From their website: “EDUCAUSE is a nonprofit association whose mission is to lead the way, advancing the strategic use of technology and data to further the promise of higher education. We connect and empower our member community through insights, advocacy, resources, and learning opportunities to anticipate trends and strengthen professional practice.”

NACUBO*

• Washington Updates and other Recordings
• Live Online Events - unless indicated, the session is free to NACUBO members, which we are, although you need an individual account.* Some also offer CPE credits.
• Washington Update: September Momentum, FY26 Funding, and Implementation Challenges – September 24, 3:00 pm
• Washington Update: October 2025 – October 1, 1:00 pm
• The Fast and the Curious: Responding to Data Demands in Uncertain Times (part of the 2025 Talk About Data and Analytics Series) – October 3, 1:00 pm
• Conferences and Forums
• 2025 Planning, Budgeting, and Analytics Forum – (Early registration ended 8/18 – now $1,025) – September 8-10, Philadelphia, PA
• 2025 Planning, Budgeting, and Analytics Forum – Online ($300) – September 29-30
• 2025 Tax Forum (Early registration ends 9/26 - $875) – October 26-28, Washington, DC
• Self-Paced Courses and Microlearning
• Strategic Higher Education Finance and Planning ($595)
• F&A Short Form ($150)
• Facilities Management ($49)
• New to Higher Education ($49)
• Essentials of College and University Accounting ($125)
• Podcasts
• Career Conversations
• NACUBO in Brief

*Individual NACUBO membership is free through UVA’s institutional membership. To join, go to nacubo.org and click on “Login or Join." From the Login box, click on “Don’t have an account” and fill out the form. In the “Primary Affiliate” field enter “University of Virginia” and select the appropriate affiliate.

SACUBO

• Fall Workshop (Early registration ends 9/17 - $685) – October 29-31, New Orleans, LA
• September Webinar: Taxing Times for College Athletics: NIL, IRS Scrutiny, and Institutional Responsibilities ($69 for members) – September 17, 2:00-4:00 pm

EACUBO

• 2025 Annual Meeting – October 19-22, Pittsburgh, PA

The Chronicle of Higher Education

• Professional Development Programs, including:
• Leadership Transformation Collaborative (coming August 2025) – cost $495
• Women Leading Change Program (coming September 2025) – cost $595-$1495
• Administrative Leadership Institute (October 2025) – cost $1,195, before 9/5 $995
• Higher Education Mental Health Forum – October 8, 1:00-4:00 pm – cost $395
• Virtual Events (many are on-demand)

AGA - is the association that connects and empowers professionals who support government, from financial management to IT, human resources, cybersecurity, and more, to advance good government initiatives, grow their expertise, and accelerate their careers. (Requires membership.) 

LearnBFSI (several interesting for fee courses - $199 each for live webinar and $159 for recording – note this company is in Australia) including: ChatGPT for CPAs and Finance Professionals, as well as courses in Excel and ChatGPT for PowerPoint.

UVA Organizations

• UVA Organizational Excellence has many learning opportunities, resources, and articles. Check out Navigating Creative Problem Solving – September 25, 12:00-1:15 pm. Subscribe to OE’s newsletter. 
• UVA Miller Center always has interesting programs.
• UVA Human Resources offers many free programs and courses.
• Learning Tracks | UVA HR – HR has created two new leadership tracks: on for Aspiring Managers and one for New Managers. This is about a year-long commitment and requires completion of an online form. (A track for Experience Managers is in development.) Note UVAFinance Managers – if you’re interested in one of these tracks, please contact Patty Marbury, pam5w@virginia.edu, before you enroll.
• LinkedIn Learning - Human Resources also has links to microlearning courses and to LinkedIn Learning. (Participating in these courses does not require submitting a Professional Development Request Form.)
• UVA Darden Executive Education – The Collaboration and Influence program is $1,700
• Use the discount code UVA50, which provides a 50% discount on the cost of the program. (The prices listed are for the full cost.)
• See the Darden Executive Education program schedule for upcoming dates.
• UVA’s School of Continuing and Professional Studies (SCPS) offers many Certificate programs.

Other Institutions 

• Harvard Business School Online offers multi-course credentials and certificate programs – many are less than $2000.
• University of Pennsylvania Wharton School of Business online programs; many are $1,000 or less. 
• Stanford University Executive Education – the self-paced programs are $1,500.

Education Benefit

Each year you have $2,000 of centrally-funded education benefit for professional development or $5,250 to use for tuition toward a degree-seeking program. See https://hr.virginia.edu/career-development/education-benefits-1 for more information. (To be eligible for this benefit, you must have had six months of service in a benefits-eligible position at UVA by the start date of the class, with the intent to remain on the active payroll during the entire term of the class.) December 5, 2025, is the cutoff date to use your 2025 benefit.

Professional Development Request Form 

UVAFinance team members –please discuss with your manager and use the Professional Development Request Form before you register for any program. Remember, not all professional development opportunities require submission of the form. If an opportunity is less than ½ day AND there is no cost associated with it, then do not submit a form. Many LinkedIn Learning courses and some courses offered by UVA Human Resources or other UVA departments meet these criteria. Otherwise, the form must be submitted. If unsure, feel free to ask!

Articles on Leadership

• A Title Does Not a Leader Make (Inside Higher Ed)
• The Top 20 Leadership Challenges (Center for Creative Leadership) – this informative article provides many links to other articles and resources.

Please feel free to share other opportunities you come across, and I’ll include them in future communications!