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Register Today for the Team Sessions.

 

Fiscal Responsibility for Leaders at UF

Instructors: Alan West, Tiffany Schmidt, Emily Moran, and Gwynn Cadwallader

 

IMPORTANT: Who should attend?

These sessions are designed in a team format, and the department leader should attend with his/her business administrators and the fiscal and human resources staff involved in monthly reconciliations and payroll. (Leaders include high level business administrators, Department Chairs, Directors, Assistant/Associate Deans, Assistant/Associate Vice Presidents etc.) 

Teams include people who:

 

How to register?

Step 1: Determine the team members who will attend the training together

Step 2: Select a team organizer and pick a date to attend

Step 3: The team organizer will email Rachel Victoria [log in to unmask] with:

·         the date of the session the team wishes to attend

·         department name and phone number

·         number of people on the team attending

Step 4: Rachel will send a registration link to the team organizer

Step 5: The team organizer will share the link ONLY with the team members attending the session

Step 6: Each team member will use the link to register in myTraining

 

Session dates

All sessions start at 8:30am and will end promptly at 11:30am.

 

Location: Straughn IFAS Extension Professional Development Center 2142 Shealy Drive, Gainesville FL 32611-0225

Parking: There will be reserved parking. However, the spots are limited so carpooling or campus cab is highly encouraged.

 

For teams not located in Gainesville:

We will be offering session using Zoom for teams NOT located on the Main UF Campus Gainesville. To set up a remote session, please contact Gwynn Cadwallader, [log in to unmask]

 

Session description

Fiscal Responsibility for Leaders at UF

Team Up! To Review Accounts

How can leaders safeguard your unit’s funds and design structures to enhance fiscal accountability? Is there a standard practice in place to prevent fraudulent activity that all of the staff are aware of and understand? These sessions are designed for the person in the unit who is in a position of authority and who is ultimately responsible for the finances of the unit, as well as his/her team involved in the reconciliation process.

Join other campus leaders and teams to discuss the process of reconciliation and leadership’s role in the process. Hear the expectations on reconciliation from the CFO’s Office and Contracts & Grants as you consider the roles and structures needed in your area to ensure your unit has optimal safe guards against fraud.  Explore processes or structures that can be put in place with your team and learn efficient ways to provide accountability and internal controls with your unit’s financials.

This is a discussion based session. We will share best practices and explore the challenges that emerge across campus. You will leave knowing what is expected for fiscal accountability and ideas on structures that work to achieve this within your area and for your team.

 

Thanks.

 


Alan M. West, CPA, CGMA

Assistant Vice President and University Controller

University of Florida|Finance & Accounting

(352) 392-1321

207 Tigert Hall, PO Box 113200

Gainesville, FL  32611