Thursday, August 28, 2025

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.

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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. 

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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.

_________________________________________________

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

See the UVA Today article on UVA One Stop

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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!
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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*

*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

EACUBO

The Chronicle of Higher Education

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

Other Institutions 

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

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


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Join the Conversation: UBI Finance 2.0 Office Hours

Join us for Office Hours!

UBI Finance 2.0 Office Hours have been very well attended.  Thank you to everyone who has joined us for a session or two (or three!).  Office Hours are open to everyone!  If you haven’t taken advantage of these sessions yet, we hope you’ll drop in soon.  We will continue to host Office Hours every Tuesday at 10 am through September 30th.   

If you missed a session or would like to revisit any content, you can find recordings of the sessions (as well as a schedule of past and upcoming topics) on the Business Intelligence & Analytics site.  

We encourage you to become familiar with the UBI Finance 2.0 apps, which are live in the UBI Portal, and to bring your questions to Office Hours or to Ask Finance.  

 

Join us Tuesdays at 10:00 a.m.  / LINK TO JOIN 

Download the Office Hours Schedule 

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Wednesday, August 27, 2025

UVAFinance In Action: August 28, 2025

Katie Walker
Katie Walker to Join Indiana University as Vice Chancellor for Finance & Administration

Katie Walker, our Associate Vice President and Chief Budget Officer, has accepted a new role as Vice Chancellor for Finance & Administration at Indiana University Bloomington. While her leadership will certainly be missed here at UVA, we are excited to celebrate this next step in her career.

Since joining UVA in 2021 as Executive Director of Financial Planning & Analysis, Walker has made a lasting impact. She played a key role in advancing the Finance Strategic Transformation project, guiding fiscal strategy, multi-year planning, and enterprise initiatives with insight and care.

Her leadership trajectory at UVA has been marked by excellence: promoted to Assistant Vice President and then to Associate Vice President, Walker was also recognized nationally with NACUBO’s Rising Star Award. She has generously shared her expertise across the higher education community while serving as a trusted partner to the Board of Visitors, faculty, staff, and students.

Walker will continue at UVA for the next month as we finalize transition plans. We will share updates soon regarding interim leadership and any adjustments to ongoing initiatives.

Please join us in expressing gratitude to Walker for her extraordinary contributions to UVA Finance and in wishing her every success in this exciting new role.


Thomas King

Congratulations to Thomas King on His Promotion

Please join us in congratulating Thomas King on his promotion to Senior Treasury Financial Analyst. King joined UVAFinance last November as a Treasury Analyst, and in his time here, he has already made a strong impact through his expertise and dedication. We’re excited to see him continue to grow in this new role. Congratulations, Thomas!




Michael Phillips
Michael Phillips Appointed Assistant Vice President and University Controller

We’re pleased to announce that Michael Phillips, CPA, will join UVAFinance as Assistant Vice President and University Controller, effective September 22.

Phillips comes to this role from the Office of the Provost, where he has served as Associate Vice Provost for Budget & Financial Planning. In that capacity, he has guided the University’s academic budget and worked closely with our community on tuition, financial aid, and long-range planning.

He brings deep technical expertise and a strong record of partnership. Beyond his current role, Michael has 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.

Welcome, Michael!

Mohammed Eitta

Congratulations to Mohammed Eitta

Please join us in congratulating Mohammed Eitta, Senior Accountant in Capital Equipment, on completing his Master of Business Administration with a concentration in Business Analytics at Radford University. This achievement reflects Mohammed’s dedication to continued learning and professional growth.  Well done!
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No Tax on Overtime: Key Facts

Click the image for a larger view

The “One Big Beautiful Bill Act,” signed on July 4, 2025, included a “No Tax on Overtime” provision that affects employees who earn overtime pay.  This does not change how overtime is paid or taxed on paychecks, but it may reduce taxable income on annual tax returns.

Here are some things to keep in mind: 

  • The deduction is effective for calendar years 2025 through 2028.
  • The deduction applies to UVA’s hourly employees who work over 40 hours per week.
  • Only the “half-time” portion of overtime pay qualifies for the deduction.
  • Straight time pay during holidays or PTO does not qualify for the deduction.

Let our Payroll Team know if you have questions; we’re happy to help!


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UVA’s Purchasing Decisions Support Small and Local Businesses

In FY25, 29.2% of the university's discretionary purchases were with small businesses. That’s $287.7 million going directly to small businesses that help our community thrive.

In that same period, 18.8% of discretionary purchases, or $176.1 million, were with local businesses in Charlottesville, as well as the counties of Albemarle, Fluvanna, Greene, Louisa, and Nelson.

We appreciate the thoughtful buying choices the University Community makes every day.  Thank you for helping us prioritize small and local suppliers!

If you’d like to learn more about your school or unit’s small and local business spend, or ways to grow those partnerships, reach out to our Supplier Engagement team in Procurement Services via askfinance@virginia.edu.  We’re happy to help!


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Tuesday, August 26, 2025

Keep Your T&E Card Safe from Scams

Be aware of scams

Please be aware of suspicious emails with unusual or urgent requests that appear to be sent from a colleague.  

Scammers may pose as a supervisor asking you to buy gift cards or provide your T&E Card for other seemingly legitimate business purchases.  If you encounter a suspicious email, follow these steps.  If you are unsure about the legitimacy of an email, forward it to abuse@virginia.edu and contact the person who sent it to you using the information you have on file. 

Please see the UVA Information Security Alerts & Warnings webpage for a full list of current warnings at UVA, as well as Information Security's webpage of phishing examples

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Free Food on Grounds

 

Can the code; get the info!

Did you know you can snag free food on Grounds? The Free Food Alert app connects students, faculty, and staff with leftover food from events across UVA.

 Download the app and take advantage of free bites this semester! 

(Scan the QR Code in the image)

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Thursday, August 14, 2025

Meet Hina: Workday Expert

Welcome, Hina!
Hina Khan joined UVAFinance about a month ago as a Workday Architect, bringing more than a decade of experience in payroll, time tracking, and financial systems across healthcare, higher education, insurance, and finance. Based in Texas and working remotely, she is part of the team that keeps payroll operations running smoothly while ensuring data accuracy and efficiency.

For Khan, joining UVA was about more than just a new role. 

“I wanted to work for a large organization where the work I do serves a good cause,” she says. 

Her background includes roles at Arizona State University, Interwell Health, and other organizations,  where she managed complex payroll systems, built integrations, and improved processes. She holds a master’s degree in teaching, and although she once imagined herself in a classroom, her career took a turn when she discovered a talent for payroll and finance analytics. Workday became her specialty, and she has been immersed in it ever since.

Khan also thrives on solving problems. “I love how every figure presents a new challenge,” she says. “It keeps me engaged.” She has found a similar analytical mindset, along with an appreciation for collaboration among her UVA colleagues. “Everyone on my team has been so welcoming,” she adds.

Outside of work, Hina enjoys playing board and card games with friends and spending time with her two children, ages five and nine. She is a chess enthusiast, always ready for a friendly match. In Texas, she loves exploring good food. Her favorite local spot for steak is Silver Fox. Recently, heavy flooding in the area has been a challenge, but she takes it in stride, much like she does with her work.

Welcome, Hina, we are excited to have you contribute your expertise, curiosity, and problem-solving spirit to UVAFinance.
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Wednesday, August 13, 2025

New Nimbello Feature Makes Invoice Processing Faster and Smoother


In-App Messaging makes things even easier!
We’re excited to share a new feature in Nimbello, our invoice management tool, that will help us speed up invoice processing and improve communication with vendors.

Starting soon, Nimbello will allow us to send direct messages to suppliers right within the app. That means if there’s a small issue or correction needed on an invoice, instead of opening a separate Salesforce case to communicate with the vendor, we can quickly message the vendor inside Nimbello to ask for clarification or correction. This will help us resolve things faster and get invoices paid more quickly.

This new in-app messaging also keeps an audit trail of all communication, so we maintain the visibility and compliance we need, all while simplifying the process.

What this means for you:
  • Your vendors might soon receive messages from us via Nimbello asking for quick clarifications or fixes. The emails will come from a "no-reply" address with a Nimbello domain.
  • These messages are legitimate and part of our effort to improve the payment process; please assure your vendors that everything is official and secure.
  • If vendors have questions or concerns, please direct them to Ask Finance, where our team is ready and prepared to help.
We wanted to keep you in the loop so if you get any vendor inquiries about messages from Nimbello, you’ll know what’s going on.

As we continue to expand this new feature, our goal is to make invoice processing more efficient and pay our vendors faster, a win for everyone!
_______________________________________________________

Related content: Nimbello OCR Implementation


 



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UVAFinance in Action: August 14, 2025

Great job, Syd and Shannon!
UVA Represented at the RVA LinkUp Expo

This July, UVAFinance's Syd Dorsey and Shannon Wampler attended the RVA LinkUp Expo, an event designed to connect procurement professionals with local entrepreneurs, thereby strengthening business connections in the Richmond region.

Hosted by the Metropolitan Business League, RVA LinkUp offers a valuable platform for building relationships, expanding supplier networks, and promoting contracting opportunities with local small businesses. It's a space where meaningful connections are made and where community-centered procurement takes shape.

We’re proud to have team members like Syd and Shannon representing UVA in these important conversations. Their presence reflects our continued commitment to supporting local businesses, fostering inclusive partnerships, and exploring innovative ways to grow together.

Ann Criser-Shedd Renews Fundamental Payroll Certification

Ann Criser-Shedd
Congratulations to Ann Criser-Shedd of the Payroll team for successfully completing the renewal of her Fundamental Payroll Certification (FPC)—a credential that must be renewed every three years through a rigorous process of continuing education.

To maintain her certification, Ann completed the required number of Recertification Credit Hours through structured educational activities, demonstrating her continued commitment to professional development and staying current in the field.
The FPC designation reflects a solid foundation of payroll knowledge, including areas such as:

  • Core payroll concepts
  • Compliance and research
  • Paycheck calculation
  • Payroll processing and systems
  • Administration and management
  • Audits and accounting
We’re proud of Ann and our entire Payroll team for their dedication to continuous improvement and professional excellence in support of UVA’s mission

Tracy Marcotte

Tracy Marcotte: Leading with Impact

Recently, Tracy earned the Michigan State University Professional Certificate in Supervisory Management and Leadership, a program that enhances her skills in team leadership, decision-making, and project management. With this achievement, she brings even stronger strategic insight and practical tools to support our Treasury team’s success. Tracy’s ongoing commitment to expanding her knowledge and refining her skills makes her a key contributor. We appreciate her hard work and dedication to creating lasting impact and driving excellence at UVA Finance.



Congratulations, Fiona!
Finance, Forward: Fiona's Next Move

For the past six months, Fiona O’Connor has been a key part of UVA Finance, working with Amanda Meares and the Financial Operations team as a management intern. During her time with the team, she supported a wide range of projects, including function code benchmarking, ISD research, the GL initiative, and more. As a student worker, she approached every task with adaptability and a thoughtful attention to detail. 

Fiona plans to continue her journey at UVA in a new role in the office of the Executive Vice President and Chief Operating Officer, where she will support projects that impact the student experience across the University.  





Way to go, Danielle!
Danielle Hancock Completes Harvard Business School Online Program

Danielle Hancock recently completed the rigorous 'Leadership Principles' program through Harvard Business School Online, demonstrating her ongoing commitment to professional development and continuous improvement. This accomplishment reflects the very qualities Danielle brings to our work every day: service excellence, strong collaboration across teams, and a dedication to inclusive leadership. Her investment in growing as a leader strengthens all of UVAFinance and the colleagues who are lucky enough to work with her.

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Amazon Business Punchout: Extended Grace Period for Addressing Challenges and Supporting the Transition

Addressing challenges and supporting the transition

Over the summer, Procurement Services has been working to guide the UVA community toward more efficient, cost-effective purchasing through the Amazon Business Account and Punchout in the UVA Marketplace. This shift in preferred Amazon purchasing method allows shoppers to secure the best pricing and ensure easier compliance with university policies and guidelines all while reducing the reliance on reimbursements. 

Thanks to our partners across grounds, we have been alerted to challenges with the transition especially regarding the complexities of off-Grounds delivery addresses. While we had hoped to have a technical solution in place before the academic year began, more time is needed to develop a sustainable path forward. We also want to make sure that all our colleagues, including faculty who have been away over the summer, have the support and guidance in place to smoothly adjust to this new purchasing method. In order to develop a sustainable technical solution and support a successful transition for all, we are extending the grace period for the transition to Amazon Punchout.

Here’s what you need to know right now:
  • The September 1 date for fully making the switch to Amazon Punchout is no longer applicable while we work through a few remaining logistical challenges, including shipping to off-Grounds delivery addresses.
  • We encourage orders to be placed through the Amazon Punchout whenever possible. For orders delivered outside of Charlottesville, you may continue to use the Centralized Amazon Business account with a T&E Card.
  • There’s no need to submit requests for an exception to the Amazon Punchout guidance at this time.
  • We’ll be sharing resources, guidance, and step-by-step support to make it easy for you to use the Punchout.
In the coming weeks, you’ll see more communications, helpful how-tos, and outreach sessions designed to answer your questions and make the adjustment smooth for the entire UVA Community. We want this transition to work for everyone, and your input will continue to guide us forward.

If you haven’t tried the Amazon Business Punchout yet, we encourage you to explore it the next time you need to make a purchase. It’s a key part of building a more streamlined, value-focused approach to buying at UVA.
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Related Content: Register for the Amazon Business Punchout

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Tuesday, August 12, 2025

Meet Colin: Bringing Curiosity and a Love for People to UVAFinance

Fishing is one of Colin's favorite hobbies
Colin is one of the newest members of the Finance Solution Center (the "Ask Finance" team), and she is bringing her love for people, her curiosity, and a wide range of customer service experience with her. A Charlottesville native, Turner has also spent time living in Florida, where she discovered a “trashy Florida” book series that became a favorite escape.

She has explored different paths in her career, all with a strong focus on people.   She managed the local antique store Circa for several years, then worked as a property manager during the challenges of COVID. Most recently, she has been taking classes at Piedmont Virginia Community College.

While finance is a new chapter for her, Turner saw this role as the perfect chance to try something different while still using the skills she enjoys most: listening, helping, and digging into research. She says she has been pleasantly surprised by how much she enjoys the work and how much it connects with her interests.

“What I have enjoyed the most so far is the people,” Turner says. “Everyone has been so friendly and welcoming, and the work-life balance here is wonderful.”

When she is not at work, Colin enjoys fishing, reading, and spending time with her boyfriend. She also appreciates the simple joy of being in the company of others, whether that means good conversation or comfortable quiet.

Welcome to UVAFinance, Colin. We are happy to have you here!

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Monday, August 11, 2025

Congratulations to UVAFinance's 2025 Service Award Honorees

 


Congratulations to our team members celebrating work anniversaries.  We're so glad you've stuck with us!

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UBI Finance 2.0 Office Hours: Come Learn with Us!

Join us!

Thanks to everyone who has joined us for UBI Finance 2.0 Office Hours so far! 

Many participants have already taken advantage of these Tuesday morning sessions to explore the new app with functional experts and the Business Intelligence Team.

Attendees have enjoyed seeing familiar data in a fresh, more user-friendly format, complete with updated visualizations, added detail, and new ways to work with information. 

Each week going forward, sessions will focus on a specific topic to help you make the most of UBI Finance 2.0. You’ll also find videos, session recordings, quick reference guides, and other helpful materials on our resource page with more being added regularly: https://uvafinance.virginia.edu/business-intelligence-analytics 

Join us Tuesdays at 10:00 a.m.  / LINK TO JOIN
Download the Office Hours Schedule

UBI Office Hours are open to everyone!

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New UBI Training Now Available in Workday Learning

Find both courses in Workday Learning

If you're new to using UBI (University Business Intelligence) or just need a refresher, check out two new interactive courses developed by the IRA and UVAFinance Training Teams:

  • Intro to UBI – Finance Data & Analytics
  • Intro to UBI – Student Data Analytics
Launched in May, these updated courses are required for new UBI users and also serve as a great way for existing users to sharpen their skills.

Both courses feature refreshed content, updated demonstrations, and new opportunities to interact with the material as you learn. making it easier than ever to get comfortable using UBI to access, analyze, and understand University data.

You can find both courses now in Workday Learning by searching for “UBI.”

As you’ve probably heard, the UBI Finance apps are undergoing a refresh this summer. We’ll update the courses as changes roll out, ensuring they include the current tools and features.
______________________________________________________________  

Related Content: Join us for UBI Finance 2.0 Office Hours
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Thursday, August 7, 2025

Why We Ask for SOC Reports

Why we ask for SOC Reports
contributed by Matt Phillippi

If someone from UVA’s Compliance team has ever reached out asking for a SOC report, or asked you to respond to something called a “CUEC,” you may have wondered: What is this, exactly, and why is it part of my work?

Here’s a quick breakdown to help explain.

What’s a SOC report?


SOC stands for System and Organizational Controls. A SOC report is created by an independent auditor who reviews a company’s internal controls—things like how they protect financial data, ensure privacy, and manage cybersecurity.

When UVA works with a third-party company, especially one that handles payments or sensitive information on our behalf, it’s important that we verify those systems and processes are sound. SOC reports give us that assurance. Requesting and reviewing them isn’t just a best practice, it’s also required by both the Auditor of Public Accounts (APA) and the Agency Risk Management Internal Control Standards (ARMICS).

Two Types of SOC Reports We Use

  • SOC 1 focuses on financial controls. We need this if the company’s work affects UVA’s financial reporting, such as processing payments or managing key financial data.
  • SOC 2 focuses on areas like cybersecurity, data privacy, and regulatory compliance. If a vendor handles University data, we look for this report to ensure that information is being protected.

What We Look For in These Reports


SOC reports can be quite detailed, but the Compliance team zeroes in on two key parts:
  • Complementary User Entity Controls (CUECs): These are responsibilities the vendor expects us to fulfill for their controls to be effective. For example, they might manage the system securely, but we need to manage who has access on our side. If you’re asked to respond to a CUEC, it’s about confirming the steps your area takes to help ensure overall security.
  • Audit Results: The report includes findings from the auditor’s testing, including whether the vendor’s controls were working properly and, if not, how they responded. This helps us understand any risks and make informed decisions about working with that vendor.


Why It Matters


SOC reports are an essential part of how we help ensure UVA’s financial reporting accuracy and data security. They support our shared responsibility for compliance and are one way we show due diligence when working with third-party providers.

If you’re ever asked to help gather a SOC report or respond to a CUEC, know that you’re helping UVA stay on solid ground, both financially and in terms of data security. And of course, the Compliance team is always here to answer questions and support you through the process.
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Wednesday, August 6, 2025

Still Have FY25 Invoices? Please Send Them Our Way

Help us keep UVA's  records accurate!

Even though Fiscal Year 2025 has closed, we're still tying up loose ends to make sure UVA's financial records reflect the full picture of the year. 

If your department has any outstanding invoices for goods or services received before July 1, 2025, please submit those invoices to Accounts Payable as soon as possible by sending the invoices to vendor-invoices@virginia.edu  

Why it Matters

  • It ensures your department's FY25 activity can be fully captured in the audited financial statements
  • It helps us give leadership an accurate view of University spending incurred during the year

We are aiming to have everything in place well ahead of our financial statement submission in November, and your quick action makes that possible. 

Questions or need help?  Reach out to us at askfinance@virginia.edu 

Thank you for helping us keep our records complete and accurate!


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Reminder: You can email receipts to Workday

Save a step and email your receipts!
Did you know there's an easy way to send expense receipts to Workday? 

Email your receipts to receipts@expensereport.virginia.edu from one of the email addresses in your Workday profile.
 
If you are a delegate for another employee, you can reassign the receipts to the correct expense owner.

Please reference the Email Receipts to Workday for Expense Reports QRG for more information.
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Who Can Sign Contracts at UVA?


Contributed by the Office of Audit & Compliance

Understanding Signatory Authority

Contracts are essential to our work at UVA: supporting research, purchasing goods and services, managing facilities, and partnering with external organizations. But before anyone signs on the dotted line, it’s critical to know: who actually has the authority to sign on behalf of the University?

That’s what University Policy FIN-036: Signatory Authority for Executing University Contracts is all about.

________________________________________

Why This Policy Matters

This policy ensures that every University contract:

  • Is reviewed and signed by someone with official signatory authority, delegated by the Executive Vice President and Chief Financial Officer (EVP/COO).
  • Complies with federal and state laws, and aligns with UVA’s internal policies and guidelines.
  • Has gone through all required reviews and approvals (such as procurement, risk management, compliance, or legal) before being executed.

________________________________________

What Counts as a Contract?

A contract is any agreement between UVA and an external party to do—or not do—something in exchange for something of value (called "consideration"). Even if the document is titled something else (like a memorandum of understanding (MOU), statement of work, or agreement), if it’s signed by both UVA and an external party, it’s a contract under this policy.

Examples of external parties include:

  • Vendors (Suppliers)
  • Grant sponsors
  • Donors
  • University-Associated Organizations (UAOs)
  • Contracted Independent Organizations (CIOs) or Fraternal Organizations
  • Individuals providing services as independent contractors

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When Is Signatory Authority Not Required?

Internal UVA agreements between departments, schools, or units don’t require delegated signatory authority, as long as all parties fall under the same legal entity: "The Rector and Visitors of the University of Virginia."

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Who Does Have Signatory Authority?

Only employees who have received an official signatory authority delegation letter from the EVP/COO are allowed to sign contracts on behalf of UVA. This letter outlines the types of contracts that person is authorized to sign; it’s not a blanket approval to sign anything!

Signatory authority is centralized in key offices, including:

  • Office of Sponsored Programs (OSP) – for grants and research-related contracts
  • Procurement Services – for purchasing goods and services
  • Facilities Management – for construction and related services
  • Office of the EVP & Provost – for academic program agreements
  • Office of the VP & Chief Financial Officer – for other contracts, such as leases or practicum agreements

When in doubt, Procurement Services can help you determine the right next step.

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Why This Matters: Risks of Unauthorized Signatures

If someone signs a contract without proper authority:

  • The contract may be declared void.
  • The individual may be held personally responsible for the terms, including payments or penalties.
  • Disciplinary action may follow, up to and including termination.

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Bottom Line

Before signing or routing a contract for signature, always check:

  • Is this contract with an external party?
  • Has it been reviewed by the appropriate administrative office?
  • Have I (or the signer) received a signatory authority delegation letter from the EVP/COO as described in  policy FIN-036?

Let’s make sure UVA’s contracts are compliant and properly executed, so we can keep our focus on the mission.

Contact askfinance@virginia.edu with questions or concerns.  We'll be happy to help!


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Tuesday, July 29, 2025

Professional Development Corner: July 30, 2025

 

contributed by Patty Marbury, Director of Training & Development

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.

Making Time for Professional Development—Even When You’re Busy

In the middle of packed calendars, back-to-back meetings, and looming deadlines, professional development often becomes a "nice-to-have" rather than a priority. But investing in your own growth doesn’t have to mean blocking off whole days or taking extended leave from your regular work. With a bit of planning and intention, you can make development a part of your everyday job—not something that happens outside of it.

1. Treat It Like a Real Commitment

If you don’t schedule time for professional development, it won’t happen because other work will always be a priority. Block off time on your calendar and protect that time like you would any other meeting.

2. Align Development with Your Current Work

Think of ways you can learn and grow within your current responsibilities. Grow skills outside of your expertise – attend cross-functional meetings, facilitate a meeting or workshop, manage part of a project, learn to use new technology or tools. Professional development doesn’t need to add to your workload—sometimes it’s about doing what you already do more intentionally.

3. Leverage Bite-Sized Learning

You don’t need hours at a time to learn something meaningful. Microlearning—short videos, quick reads, podcast episodes—can fit into even the busiest day. Check out LinkedIn Learning for ideas.

4. Share What You Learn

One of the best ways to retain new knowledge is to teach it. If you’ve taken a course or learned something valuable, find ways to share it with your team or offer to share with colleagues in a Lunch & Learn. (This also helps others become interested in their own professional development.)

5. Ask for Support

Make sure you discuss your goals with your manager and get their support for your growth. They can help create opportunities and hold you accountable.

Final Thought:
Making time for professional growth isn't about adding more to your plate—it's about working smarter and building habits that keep you sharp, engaged, and ready for what’s next!

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, and 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 it you have approval before you register for or enroll in any offering.)

_____________________________________________________________________

*New* Learning Lab | Unlocking Change: Integrating AI and Change Management – August 2025 | EDUCAUSE Events

 

NACUBO*

·         Washington Updates:

o   *New* Navigating Federal Funding, Tax Reform, and Regulatory Shifts (recorded on 5/20/25)

·         Recordings:

o   Navigating (Un)certainty in Higher Education: Proactive Strategies to Drive Institutional Agility (recorded on 4/29/25)

o   Demystifying AI: Opportunities for Using AI in Higher Ed Business and Operations

o   Other recordings

·         Other 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.

o   De-Risking Your Campus: Safeguarding Financial Integrity and Regulation – August 14, 1:00-1:45

o   Talk About Data and Analytics – August 22, 12:00

·         Conferences and Forums

o   2025 Planning, Budgeting, and Analytics Forum – (Early registration ends 8/18 - $875) – September 8-10, Philadelphia, PA

o   2025 Planning, Budgeting, and Analytics Forum – Online ($300) – September 29-30

o   2025 Tax Forum (Early registration ends 9/26 - $875) – October 26-28, Washington, DC

·         Self-Paced Courses and Microlearning

o   Strategic Higher Education Finance and Planning ($595)

o   F&A Short Form ($150)

o   Facilities Management ($49)

o   New to Higher Education ($49)

o   Essentials of College and University Accounting ($125)

·         Podcasts

o   Career Conversations

o   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

·         August Webinar: Higher Ed’s Big Beautiful Response ($69 for member) – August 20, 2:00-4:00 pm

·         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:

o   Leadership Transformation Collaborative (coming August 2025) – cost $495

o   Women Leading Change Program (coming September 2025) – cost $595-$1495, through 8/22 $100 discount

o   Administrative Leadership Institute (coming October 2025) – cost $1,195, before 9/5 $995

o   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.

·         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 Mangers – 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 EducationThe Collaboration and Influence program is $1,700

o    Use the discount code UVA50, which provides a 50% discount for the cost of the program. (The prices listed are for the full cost.)

o   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

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!

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