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Available on July 1 |
Thank you for your patience as we work to close out the fiscal year smoothly!
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Available on July 1 |
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Register now! |
Register here: Eventbrite
Dates:
Location: Thornton A120
Parking: Free parking for this event is available in the E3 lot between Scott Stadium and Thornton Hall.
What to bring: Please bring your laptop, your curiosity, and lots of questions!
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Congrats, Matt! |
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Way to go, Angie! |
If you or someone in your family is a recent graduate, reach out to bv8h@virginia.edu with graduate details to be featured in the next installment of UVAFinance friends and family grads!
Note: 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.
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.
In March, I shared an article on why cultivating a growth mindset is important when considering professional development and lifelong learning - Growth Mindset and Professional Development: Do you Have a Growth Mindset or a Fixed Mindset? Then in April I shared some tips on moving from a fixed mindset to a growth mindset, and in May I focused on maintaining a growth mindset during challenging times, which can help you build greater resiliency.
Why might people with a growth mindset be more resilient in the face of difficulties?
We’re pleased to offer 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!
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!
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.)
*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.
AGA - 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.
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.)
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!
Please feel free to share other opportunities you come across and I’ll include them in future communications!
Kent Dickey recently joined the UVAFinance team as a Financial Advisor, bringing with him more than three decades of experience in state government work and a deep commitment to public service. With a strong background in budgeting, financial reporting, and policy, Dickey is already proving to be a valuable asset to the UVAFinance community. Welcome to UVAFinance!
Dickey lives in Richmond, Virginia and attended graduate school there at Virginia Commonwealth University, where he received his Master of Public Administration degree, with a specific interest in public finance. After receiving his MPA, he started work in the State’s education department and continued working there for the majority of his career. Over the years, Dickey held several leadership positions within the State’s Department of Education, including Budget Director, Assistant Superintendent, and eventually, Deputy Superintendent of Budget, Finance, and Operations. During that time, he worked closely with higher education partners, like the University of Virginia, on grants and contracts ranging from economic and demographic research to early education and literacy initiatives.
Now retired from full-time state employment, Dickey was drawn to UVAFinance for the opportunity to continue contributing in a meaningful, part-time capacity towards higher education. He was also drawn to the defined mission and goals UVA outlines in its day-to-day work. Additionally, having worked with several UVA staff in his previous roles, the transition felt natural. “It’s been great to reconnect with former colleagues and step back into a familiar environment, in a new way,” he shares.
As a Financial Advisor, Dickey will be focused on supporting the Financial Planning and Analysis (FP&A) team, led by Brian Logwood. Dickey’s work will involve enhancing key reporting processes, assisting with UVA’s Six-Year Plan, submission to SCHEV and the annual budget development process, and further develop use of funds processes and policies. He will also serve as a reviewer for data and reporting deliverables, helping to ensure accuracy and provide an experienced perspective. Dickey will also lend support during peak reporting periods, times when his expertise and additional capacity will make a significant impact. He sees his role as both collaborative and technical, noting that much of finance involves independent work that is later brought back to the team for refinement and implementation.
Outside of work, Dickey stays busy with his family and a variety of hobbies. He and his wife, who recently retired from the state community college system, also enjoy spending time with their dog and cat, whom he calls the “best workday destressors.” They’ve had much to celebrate in the past couple of years, with their son receiving his MBA from Villanova in 2024, and their daughter graduating from UVA’s School of Architecture this May and joining an architecture firm in NYC in August after completing some summer projects in the A-School. When Dickey’s not supporting UVAFinance, you may find him on the golf course, in the garden, or doing some home renovations. He and his wife enjoy traveling and recently returned from an adventure in Italy, where they toured various cities and historic sites.
Celebrating Wanda Breeden's Remarkable Career!
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Wanda Breeden |
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Meredith Dixon |
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Minh Nguyen |
Minh Nguyen played a key role in UVA's successful Facilities & Administration rate proposal by organizing and producing numerous critical reports in response to a data request. Thanks to Minh's expertise and effort, UVA reaffirmed its F&A rates, an important outcome that supports research funding and financial planning across the University. Thank you for your support and planning on this proposal, Minh!
Local Economy Working Group - Quarter One 2025 Updates
The Local Economy Working Group remains committed to growing local business capacity and university collaboration. In early 2025, the group participated in Chamber Day at the Capitol, hosted workshops with regional partners, and presented Procurement recommendations to several UVA departments. Ongoing efforts focus on reducing barriers for small businesses, improving category-specific engagement, and promoting supplier diversity. Some of the Group's Q1 2025 Updates include:
Ajoni Wynn-Floyd: Charlottesville 2025 Entrepreneur Workshop
Recently, Ajoni Wynn-Floyd attended the 2025 Entrepreneur Workshop, answering questions with regards to all things UVA Procurement and supplier diversity, eVa, and SWaM certification. She shared vital licensing, zoning, and UVA supplier information to entrepreneurs in and around Charlottesville. Thank you for your contribution and valuable insight Ajoni!
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Supplier outreach has already begun! |
In Phase 1 of our e-payments transition, we moved existing suppliers with active Paymode accounts over to electronic payments. Now we’re kicking off Phase 2, and we want to make sure you know what’s happening, why, and how it affects you and your suppliers.
Phase 2 is all about outreach. We’re partnering with Bank of America to run an active campaign encouraging current suppliers to sign up for one of our preferred electronic payment methods: ePayables or Paymode. The campaign launched in early June and will run through September, with a second Paymode-specific campaign planned from September through November.
Because by December 2025, we will sunset ACH payments through PaymentWorks, our current default electronic method. Suppliers who don’t enroll in either Paymode or ePayables by then will be paid by check, which will be net 45 and much slower.
We want to give suppliers plenty of time to make the switch—and that’s why we’re starting early.
Suppliers are already receiving communications from both UVA and Bank of America. Here's what we’re telling them:
ACH via PaymentWorks is ending in December 2025.
UVA is moving to Bank of America payment solutions: ePayables or Paymode.
Electronic payments are more secure, efficient, and reliable.
We’re here to help—and so is Bank of America.
We’re doing everything we can to make sure suppliers know this campaign is legitimate, helpful, and necessary. That includes building a website for verification and offering support through AskFinance.
Remember: We're not asking departments to take any action!
ePayables (Virtual Card) This is UVA’s preferred method of payment. Not every supplier will be offered this option, but we were thoughtful and deliberate in selecting those we believe are a good fit.
Payment Terms: Immediate upon receipt of a correct invoice What makes an invoice “correct”?
Contains all necessary info (PO number, invoice number/date, etc.)
Matches the purchase order (price, quantity, items)
Is undisputed by the department
If any of these aren’t true, we’ll pay as soon as they are resolved.
Paymode (ACH via Bank of America) This is a strong second option, especially for suppliers who opt out of ePayables. Bank of America offers free and premium versions of Paymode; the supplier chooses what works best.
Payment Terms: Net 30 (unless otherwise negotiated) Cost: Free basic version available
Check (Default if no action is taken) Check is still an option—but we’re strongly discouraging it.
Payment Terms: Net 45 Not negotiable, except in special cases
Build Your Purchase Orders Carefully: Match your PO to the supplier’s quote, line for line. This helps avoid match exceptions down the road.
Approve Invoices Promptly: If an invoice over $10,000 lands in your inbox for approval, don’t delay. That step is crucial for us to pay promptly.
Communicate Early: If something looks off or needs clarification, contact Procurement or AskFinance right away. The faster we can resolve the issue, the faster the supplier gets paid.
If you or your supplier has questions, AskFinance is your go-to. You don’t have to be an expert in payment methods—that’s what we’re here for.
We also have resources on our website for both you and your suppliers (including enrollment instructions!).
ACH via PaymentWorks is ending in December 2025.
We want suppliers to transition to ePayables or Paymode now.
ePayables = Immediate pay for correct invoices
Paymode = Net 30
Check = Net 45 (and not preferred)
You don’t have to troubleshoot alone—AskFinance is here to help.
We’re excited about this change. It’s good for suppliers, good for UVA, and part of building a stronger, more reliable purchasing process. Thanks for helping us make it happen!
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Related content: UVAFinance is Transitioning Vendor Payments to Paymode ACH
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We’re cleaning up the clutter, not cutting off your access. |
If you've ever opened UBI and felt overwhelmed by the number of reports, you're not alone. Over 150 million journal line records currently live in UBI, a volume that isn’t sustainable for efficient reporting. The early days of Workday prompted a fast and expansive rollout of reporting tools. While that approach met urgent needs at the time, it also created some clutter and confusion.
That’s why we’re launching UBI Finance 2.0, a streamlining initiative focused on giving you a cleaner, more intuitive reporting experience. This effort is not about taking anything away. It’s about improving what already exists and aligning it with what you’ve told us you need most.
The Business Intelligence Team will be offering office hours and other training sessions throughout the summer to make sure you’re getting exactly what you need, without the clutter. We’ll help you review what you need and rebuild what matters — together. Watch this space for updates on those office hours!
Remember, you will not lose access to the reporting or data you need. This is all about making it easier, not harder. Reach out anytime to AskFinance@virginia.edu or join one of our upcoming office hours sessions.
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Click the image for a larger view |
During the April Fiscal Administrators’ meeting, we heard our finance partners' feedback loud and clear regarding the planned shift in how Amazon purchases should be made at UVA. Based on that input, we’ve updated our approach to better support your needs while continuing to uphold purchasing and compliance standards.
Effective September 1, 2025, all Amazon purchases made using a T&E card must be for non-local shipments; that is, shipments to addresses outside of Charlottesville or off-Grounds UVA locations. This change helps us better accommodate departments that ship to remote employees, off-site labs, or other non-local destinations.
Local Shipments (UVA/Charlottesville Addresses):
All purchases shipping to UVA or Charlottesville addresses must be made using the Amazon punchout in UVA’s Marketplace. T&E cards should not be used for these transactions.
Having trouble with Amazon delivery to your UVA address?
Please reach out to AskFinance@virginia.edu with the delivery address and specific instructions so we can help reduce mis-deliveries.
Non-Local Shipments (Outside Charlottesville/UVA):
If you're purchasing items to be delivered to non-local addresses, you may continue to use your T&E card through UVA’s Amazon Business website.
Reimbursements:
Beginning September 1, 2025, Amazon purchases will no longer be eligible for reimbursement.
May 1 – August 31, 2025: Grace Period
Use this time to transition to the Amazon punchout for local deliveries.
• Reminder emails will be sent to cardholders and reimbursed employees during this time.
• No formal violations will be issued during the grace period.
September 1, 2025: New Guidelines Go into Effect
• T&E card purchases shipped to local addresses, as well as Amazon reimbursements, will be tracked under the T&E Misuse Monitoring program.
• Non-compliant purchases will be followed up with appropriate action and support.
Our goal is to make this transition as smooth as possible for everyone. We’ll continue providing updates and guidance through communications and training as we approach the go-live date.
Need help?
Visit AskFinance@virginia.edu with any questions, concerns, or address updates. You can also see our webpage for more information and links to resources.
Thank you for your continued partnership and attention to these updated purchasing procedures. We’re here to help you navigate the changes—and as always, we’re grateful for the work you do.
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Related Content: T&E Card Misuse Monitoring Program
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Think positions, not people, for Workday Roles |
This time of year brings a lot of movement across Grounds: promotions, retirements, and role changes are all part of the seasonal cycle. As these transitions occur, it’s important to keep in mind how Workday handles roles and access, and what actions you can take to make sure everything goes smoothly.
When someone moves into a new position, even in the same department, their access doesn’t automatically follow them. That’s because Workday assigns roles to the position itself, not to the individual. This means that when you move positions, your access must be reassessed and reassigned.
If your new role includes a move across departments (for example, from Engineering to Arts & Sciences), you’ll need to submit a System Access Request (SAR) on the first day of your new position. Since your area and responsibilities are changing, your previous manager can’t verify your new access needs.
If you’re staying in the same area, with the same manager, and your responsibilities are largely the same (say, a promotion from Analyst to Senior Analyst), an “Ask Finance” case can be submitted ahead of time. This helps ensure your access is uninterrupted when your new position begins. Just be sure to include:
The inbound and outbound positions
Manager’s confirmation
Planning ahead in these cases is highly encouraged, especially if you know your role is changing July 1. Planning ahead means that we can get everything in motion during June.
Key Tips:
Access Requests (SARs): Must be submitted on the first day of the new position.
Ask Finance Salesforce Cases: Can be submitted ahead of time.
Access can’t be granted to empty positions. We know it would be helpful, but current system limitations don’t allow it.
Training matters. Make sure the required training (like Procurement Shopper training) is complete before requesting access tied to those responsibilities.
You’ve got options:
In UBI: Search by person to view assigned roles and organizations.
In Workday: Use the “Role” search in the tasks menu or explore available role reports. (Access may be limited based on your own role, but managers can view role info for their direct reports.)
For more information, check out the Workday Roles website and the Workday FIN Security Roles Quick Reference Guide (QRG). And as always, if you have questions or need help, don’t hesitate to reach out through Ask Finance.
Thanks for your partnership and for helping keep things running smoothly!
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Better aligning payroll expenses |
In the June Fiscal Administrators’ meeting, our team revisited an important change that was initially communicated to Associate Deans in the fall and again during the FY25 Budget Kickoff:
UVA will no longer defer the monthly 6/24/25 payroll to the next fiscal year.
This means that the monthly 6/24/25 payroll, which previously would have landed in FY26, will be pulled back into FY25. The goal is to better align payroll expenses with the fiscal year in which the work was performed.
If this change sounds familiar, that’s great — it means the message is getting through. Most budget directors across the MBUs have already planned for this adjustment. But for those looking to double-check the financial impact at their unit level, we’ve got a quick walkthrough to help.
Here’s a simple way to assess the impact of the monthly 6/24/25 payroll on your unit using the Journal Lines report in UBI:
Start with the Obligations Summary Sheet
Open the Journal Lines report and head to the Obligations Summary sheet. From there, go into the Selections pane to begin filtering.
Set Your Filters
Fiscal Year: Choose FY25
Exclude June: You’re interested only in obligations excluding those dated for June (i.e., before the end-of-month payroll)
Budget Date: Set this to 2025-06-24
, which is the end date of the monthly payroll period for June.
Narrow to Faculty Salaries
Use the Line Item filter to focus on Comp Faculty under obligations (not actuals).
This captures all spend categories that roll up to faculty salary expenses.
Review the Total
Once your filters are applied, the Obligations Summary will display the projected hit. University-wide, that total comes to $31 million.
Dig Deeper with Journal Line Details
If you want to see the breakdown at the MBU, Cost Center, or Worktag level, jump into the Journal Lines Detail sheet. This lets you assess the impact specific to your unit or area.
Again, this payroll shift shouldn’t come as a surprise to most units, but we’re committed to making sure you have the tools and transparency you need to navigate it confidently. If you have questions or need assistance walking through the reports, don’t hesitate to reach out via askfinance@virginia.edu
At UVAFinance, we're proud to recognize and celebrate the achievements of graduates across our community. From students earning their degrees to team members completing professional development programs, graduates' hard work, perseverance, and commitment to growth inspires us all.
Below are a number of finance employees' family members who recently graduated. Their hard work and accomplishments deserve recognition, and we wish them the best!
Song Song's daughter, Love Li, recently graduated from Albemarle High School!
Congrats, Love! |
Congrats, William! |
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Due to cost increases passed by the City, you will notice that the final utility rates for FY26 are higher than anticipated.
A few reminders to keep in mind:
To view these utility rates and other details, check out the link here.
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Be well this summer! |
View the class schedule and more information about available programs HERE.
Emotional & Financial Well-Being Classes
The above classes are eligible for earning $25 Hoos Well rewards. You must be enrolled in a UVA Health Care Plan to earn awards.
More Hoos Well Opportunities
Virtual Offers (Ongoing)
Offering | Description |
| Suite of virtual resources to help you remain physically & emotionally well during the extraordinary challenges. |
Range of quality programs, services & venues that support all dimensions of wellness through sport, fitness & recreation. (Also, in-person classes) | |
Collection of resources to support mental & emotional wellness. | |
Digital subscriptions and virtual workshops are available at a discounted price. You may also be eligible for 50% reimbursement. | |
Online mindfulness platform to promote health, happiness, stress management and self- care. | |
UVA Walking Paths | Interactive walking paths throughout the university. Use the interactive map on your smart phone or print a PDF. |
Fruit it Up
Summer fruits have arrived, so now is the time to indulge in all their fabulousness! Not only do fruits taste good, they are packed with nutritional goodness like fiber and antioxidants (which can protect you from inflammation). Try a variety of fruits, in a rainbow of colors, to maximize their health and taste benefits. Munching on fruit by itself is a satisfying snack, or, whip up a delicious fruit smoothie or fruit salad. When possible, try to buy organic produce, as many fruits can be sprayed with a variety of pesticides.