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Business Administrator’s Forum



Overview

Business Administrator’s Forum

The Business Administrator’s Forum is designed to create a means to share information, exchange ideas, and to foster and maintain an informed and trained campus community on Finance & Administration related processes.

Members of this group benefit from a strong sense of community that is trained on how to do business at Wake Forest, shared knowledge between both the academic and administrative areas, cross-departmental view points leading to improved decision making and operational efficiencies, opportunities to discuss the alignment of business processes with university goals, and a designated information source for Finance and Administration from their area.

The role of a Business Administrator’s Forum member is to support their department’s finance processes, champion/advocate initiatives, and educate their department on finance processes.

For additional information about this group you may contact Amy Ciaccia at ciaccial@wfu.edu or 336-758-5233.

We welcome you to join our listserv email list for information about upcoming meetings and Finance & Administration news.

Upcoming Meeting Schedule

  • Wednesday, March 26, 2014 10:30-12:00, Benson 401 A/D
  • Wednesday, April 23, 2014 9:00-10:30, Benson 401 A/D
  • Wednesday, May 14, 2014 9:00-10:30, Benson 401 A/D

How To

Finance and Administration has developed a series of Quick Guides to assist our campus community with Finance and Administrative processes. These helpful tools are available here.

Tools

Past Presentations

January 2014
Departmental Deposits – What You Need to Know and Upcoming Changes
Presentation Slides
Departmental Deposit Quick Guide
Departmental Deposit Form

December 2013
Pcard – New User Interface, Policy & Procedure for Charitable Contributions Made by the University, Exempt PTO Tracking in NOVAtime, Electronic W-2′s
Presentation Slides

November 2013
Mid-Year Close, Business Process Evaluation, Standard Payment Terms, Finance Training Update
Presentation Slides

May 2013
Fiscal Year-End Closing Procedures and Deadlines, Financial Reporting Update, Finance Training Opportunities
Presentation Slides

April 2013
Advancement and Capital Campaign Overview, Facilitated Discussion of Gift Accounting and Reporting, Procurement Fiscal Year-End Dates, Finance Training Opportunities
Presentation Slides

March 2013

Bringing Foreign Nationals to Wake Forest, Human Resources Update, CFAR Buddy System, What are Direct Pays and Which Forms Do I Use?, Update on Policies and Procedures, Upcoming Training
Presentation Slides

February 2013
The Growing Significance of Financial Aid in Higher Education, University Contractual Obligations, Everything You Need to Know Before and After You Travel for Wake Forest, New Financial Services Website
Presentation Slides

December 2012
Lions, Tigers and Auditors…Oh My!, University Code of Conduct, Exempt  PTO Management, Journal Entry Training Development
Presentation Slides 

November 2012 
Graylyn International Conference Center, 12/31/2012 Mid-Year Close, Document Imaging/Management and Workflow
Presentation Slides

October 2012
Budget Development, University Fringe Benefit Rates, Sutton Weelness & Recreation Center, Risk Services Overview
Presentation Slides

September 2012
Deacon Depot Tips & Tricks, PCard Update, Cognos/Excel Tips, and Finance Initiative Updates
Presentation Slides

May 2012
Fiscal Year 2012 Closing Procedures and Update, CFR Group Development Planning, and Procurement Services and Office Depot Update
Presentation Slides

April 2012
PricewaterhouseCoopers presents An Industry Briefing for Campus Finance Representatives
Presentation Slides

March 2012
Information Security Update, Technology Update for Finance & Administration, and University Stores Overview
Presentation Slides

Forms

All Finance related forms are available here.

If you are looking for Human Resources related forms you may access them here.

All Facilities and Campus Services Forms are easily accessed here.

Policies & Procedures

All Finance policies and procedures are available here.

Human Resources policies and procedures are available here.