Posted: Tuesday, March 12, 2019 - 10:12am

Are you ready for the next step in your Lean Journey?  Then hold April 9!  Read more on the blog.

Posted: Wednesday, January 16, 2019 - 4:38pm

Position and assignment updates impacting pay for the academic division biweekly pay period ending January 6, 2019, should now be available in the LD module.  

Please review your LD schedules for the pay period ending January 6 and make any necessary adjustments by close of business on Friday, January 18.  As you review, pay special attention to individuals receiving Goal Pays ("Period Activity Pay" in Workday).  The GA/GL will be updated on Monday, January 21, with data reflected in UBI by Tuesday, January 22.

Note:  Please access this resource on the FOC website for instructions on the new report available in the LD module that shows active assignments for an individual (navigate to the section entitled "View UV LD Assignment Crosswalk Report for LD Schedules").

If changes you previously processed in Oracle or Workday are not reflected in the LD module, or if you are not able to access other information you need to perform your work, please contact the HR Solution Center at or 434-243-3344.

Updates impacting the academic biweekly pay period ending January 20, 2019, as well as future-dated actions are also in process and are expected to be complete by January 20.   


Posted: Friday, January 11, 2019 - 2:39pm

We have discovered that the "catchup" data after the November 30 cutover from Oracle has not completely loaded. New assignments created in Workday have not pushed correctly to Oracle, so you may not see assignments you would expect to see in LD.   The Enterprise Application team will be working to fix this today and over the weekend, and we expect that by early next week, all data should be updated and correct.  Watch for an update on this situation next week. Thank you for your patience during this time of transition.  Questions?  Email 

Posted: Tuesday, October 23, 2018 - 2:58pm

What books, blogs, and sites do you love to enhance your professional life?  Check out these recommendations from UVAFinance on the blog!

Posted: Thursday, October 11, 2018 - 1:44pm

Would you like to learn practical ways to implement Lean strategies into your daily routine? Lean in Daily Work will provide you with practical, easy-to-implement strategies to make your current processes more efficient, leaving you with more time to innovate and create. Through hands-on activities and sharing practical examples, you will gain skills to help you:

• Use the 5S strategy for organization to help with identifying and eliminating waste and continuously improving processes;
• Document how you do your work using the Standard Work approach;
• Manage work through tools such as a Kanban Board; and
• Implement time saving ideas to improve efficiency and increase productivity.

Completion of Lean Fluency is a prerequisite for this class. Two classes are currently scheduled: Wednesday, October 24, 3:00-4:30, and Monday, December 17, 10:30–12:00.

Log into Employee Self-Service and then click on this course link to enroll: Lean in Daily Work

Both Lean in Daily Work and Lean Fluency will be part of a UVAFinance Lean Certification which will be offered beginning in early 2019. In addition to these two classes, the certification will include another course, Advanced Lean, and Lean Labs, which will be focused on one specific Lean concept, approach, or tool. Completion of the certification will require successful completion of all three courses and at least 3 of the labs.

Get a head start by participating in Lean Fluency and Lean in Daily Work now!

Posted: Thursday, October 11, 2018 - 1:43pm

Office 365 is being used by more and more people across Grounds. Be proactive and learn how to use these tools for collaboration and productivity. This class will go over the basic navigation and some of the applications of Office 365. You will also see and hear how other UVAFinance professionals are already using Office 365 in their work.  The following sessions will be offered in Carr-1 &2 (register by logging into the Integrated System and then clicking the link for the session you want to attend).

30 October – from 1:00-2:00

15 November – from 12:30-1:30

Posted: Tuesday, October 2, 2018 - 1:41pm

With the establishment of our vision, mission, and values, and the beginning of the Finance Strategic Transformation comes an increased need to be able to connect our learning and development efforts directly to business outcomes.

In Finance Outreach and Compliance, we’ve been changing the way we design, deliver, and target training to:

  • Identify specific business needs and ensure training provides the solution
  • Include multi-phase learning to improve the learning experience
  • Ensure that learners are able to use and apply the skills and knowledge on the job
  • Establish a culture that supports and encourages the learning process

What does this mean for employees and managers?

Employees will continue to see offerings for classes and programs (both informal and formal), but the classroom will not be the only place where learning occurs. If you have been to Lean Fluency, you have already seen an example of our new approach. Many formal training offerings will involve multi-phase learning, which will typically involve the following:

  • Phase One: Primes you for learning and ensure you arrive at class ready to learn more. It also allows for the classroom phase to be a more engaging experience!
  • Phase Two: This is what has typically been seen as the main training event (classroom or online) portion of the training.
  • Phase Three/Four: After the training event, we provide reinforcement of the concepts and give an opportunity for practical application as well as tools and/or resources to support on-the-job performance.

Managers will become a partner in this experience, as you will play an important role in priming and reinforcing this learning. 

Watch for more information soon on training sessions for UVA Finance managers, specifically designed to help you learn how to help establish a learning culture, provide support to your staff’s development, and play a key role in achieving business outcomes.

For more information, email

Check out the new episode of Finance Matters for more about the new approach to learning.

Posted: Monday, October 1, 2018 - 9:24am

Finance Outreach and Compliance is pleased to announce that Nasima Andesha has joined their team. In her new role as an Administrative Technician, she will primarily handle requests for responsibilities in eSharp so that requests move smoothly to the training team and supporting procurement by working with purchasing hierarchies.  Read more on the blog.

Posted: Friday, September 14, 2018 - 1:52pm

We now offer an online version of the instructor-led Finance Fundamentals at UVA course.  If you only need access to a PO Shopper responsibility, you will be able to get this access faster, without having to wait for the instructor-led class. 

Posted: Monday, July 9, 2018 - 9:06am

Join your colleagues for UVAFinance Book Club:  it's professional development and networking all in one!  Everyone is welcome and remote participation is no problem. Read more!

Posted: Wednesday, May 9, 2018 - 1:54pm

Many people in UVAFinance and across Grounds have completed the Lean Certification program. If you don't understand the concepts of Lean or know the terminology, it may seem like they are speaking a different language. If you feel like the intent of process improvement initiatives is being lost in translation, then register for Lean Fluency!  This is a 3-hour workshop (with some pre-work which you will get by May 31st) designed to familiarize learners with the basics of Lean principles, vocabulary, and tools.  Register here.

Posted: Monday, January 29, 2018 - 1:51pm

The number one reason employed US workers quit their jobs?  Problems with their immediate supervisor.

The recognition of how much is at stake when it comes to properly training managers to manage was the inspiration behind UVAFinance’s partnership with the Center for Leadership Excellence to launch the Management Development Program (MDP), a year-long course for UVAFinance managers.

The course curriculum includes three components: 360 feedback, four skills development sessions, and individualized leadership coaching. This January, the first cohort of 18 managers will graduate. The second cohort of 13 managers has already begun the program.

The second MDP cohort will benefit from the themes revealed in the 360 feedback of the first group. Their sessions will be tailored to include those themes: building relationships with managers, delegation, reward and recognition, and dealing with difficult employees, as well as their own 360 feedback results.

Participant satisfaction with the course has been high, and those facilitating it have seen positive results. 

Patty Marbury of Finance Outreach and Compliance leads the individualized coaching sessions with participants. From the first cohort, she noticed several common concerns and challenges. She observed participants becoming more aware of how they interact with employees, and become more confident in their leadership skills. They have made changes based on what they’ve learned and seen how it’s impacted their employees.

In coaching sessions, Marbury reports managers have shown great interest in understanding employee behavior and working with their employees, with the focus placed on the employees’ experience. 

“The coaching sessions haven’t been about me just giving advice,” she said. “Managers have brought up actual issues they’re dealing with and we’ve been able to work out practical solutions.”

For members of the first cohort, the experience was well worth it. 

“It’s valuable for all managers but also valuable to most employees whether they supervise or not,” said Imelda Carter, Manager in Accounting Services. 

“We all have to set goals, face change and challenges, work with various personalities, work in teams and alone, develop our skills, and give and receive feedback,” she noted.

Sarah Doran, Assistant Director in Student Financial Services, was pleased with the depth of knowledge the MDP trainers had on how to think differently when encountering issues or changes that need to be addressed. 

“It also really helps to hear from other colleagues about their own management preferences. We got to learn about new topics among a group of people that we don’t work with on a regular basis, and new now have a connection and a context for future communications and potential collaboration with one another,” she added. 

For Forrest Swope, Data Stewardship Leader in Managerial Reporting, the value was in both the 360 feedback and in sharing experiences with fellow managers. “It is nice to know that I’m not the only one facing certain challenges and that there are other folks in the organization I can reach out to for support.”


For more information about the Management Development Program, contact Patty Marbury.





Posted: Monday, January 29, 2018 - 1:44pm

As UVA researchers pursue more applied and translational research projects in partnership with federal, industry, and foundation collaborators, it is important for all of us involved in the research enterprise to understand the definition of Controlled Unclassified Information (CUI) and the issues surrounding it. 

CUI covers a broad variety of information that may be used in University research and administrative activities; for example, patient medical records, student records, data provided in student financial aid applications, and research results subject to publication restrictions. 

Check out the University's CUI webpage for a general overview of what you need to know about CUI and how it is safeguarded and managed at UVA (includes guidance documents and training materials).

Posted: Monday, January 29, 2018 - 1:42pm

This December, Christine E. Kennedy joined Finance Outreach and Compliance (FOC) as a Compliance Analyst. Kennedy is no stranger to compliance: she was on the compliance team when it was part of Sponsored Programs for nearly four years before moving to the University Audit Department three years ago.

In her new role, Kennedy will review, revise, and write policy and procedure, and make certain UVA well-positioned within the changing regulatory landscape. She describes her position as “her old job on steroids,” and as a role of service to the University community.

During her time in Audit and in her previous incarnation within compliance, Kennedy developed relationships with others in schools and units, and she looks forward to putting her experience to work in her new, expanded role. 

Beyond her work in compliance and Audit, Kennedy has a diverse background at UVA. Nearly 13 years ago, she took her first UVA position in the Office of Development, and from there, she moved on to the Department of Chemistry, where she did fiscal work. 

Her past experiences have sharpened her fondness for problem-solving and finding solutions, especially because she can recall the struggle to correctly implement policies at a departmental level.

“I vividly remember sitting in Chemistry and trying to figure out what a policy or procedure meant to us and what we were supposed to do,” she said. 

As a result, Kennedy says, she focuses on making connections with others, gathering information, and having helpful conversations in order to help everyone stay within the guardrails.

“My work in compliance is to help people understand what they need to do, and helping them sort through it to get to a better way of doing things. Compliance isn’t punitive – it’s all a learning experience!”




Posted: Friday, October 6, 2017 - 12:04pm

Users who access the ExpenseUVA training videos developed by Finance Outreach and Compliance will notice that the experience is now more streamlined and user-friendly.  The videos have been modified to be shorter and easier to navigate, with new pointers and tips added in.  Access the ExpenseUVA videos by visiting the Travel & Expense site, then clicking "Training" under ExpenseUVA.

Posted: Tuesday, August 1, 2017 - 10:18am

If you call Procurement and Supplier Diversity Services (PSDS) these days, you’ll hear the friendly, reassuring voice of Jack Jensen on their automated answering system. PSDS adopted the automated system around the same time as the ExpenseUVA launch, in order to more quickly route callers to the right team member to help them. Jensen’s recorded voice gives callers a few quick options to choose from to receive specialized service.

It was fairly easy to choose who should be the voice on the other end of the line. Jensen, a Training and Development Specialist in Finance Outreach and Compliance (FOC), is practically the voice of UVAFinance: he’s recorded hours upon hours of “tips and tricks” training to help financial professionals across grounds, and, for the hundreds who have already accessed the online, on-demand training for ExpenseUVA, it is Jensen’s voice that explains the approval routing process and guides them through the process of uploading receipts. 

When the Travel and Expense Team contacted FOC about developing training for the thousands of users who would use the new expense system, the most immediate issue was how the small team could deliver training to so many.

“Not only were there a vast number of potential users,” said Jensen, “but also, there were so many different ways people could use the system: different roles, different school-level policies, reimbursing expenses, reconciling T&E cards . . . the list goes on.”

It was immediately apparent that in-person instruction would not only be hard to deliver due to the size and scope of the audience but also, given that the system was a “switch on” system with a go-live date weeks in the future, it would be an ineffective training method. 

Patty Marbury, UVAFinance Training Lead, put it this way: “We needed the training to be ‘just in time’ training – users need their how to’s at the moment they’re doing the task. We couldn’t be training people six weeks before go-live; they’d forget everything without a chance to immediately get in the system and begin entering expenses.” 

Marbury added that another priority was providing training that was always available as a reference because different user groups wouldn’t be accessing the system all at the same time, and many users, such as infrequent travelers, would not access it routinely.

Another reason the instructor-led training model wasn’t the best choice is that many departments have their own processes and requirements when it comes to reimbursing expenses and it would be impossible for trainers to know what they are and be able to deliver effective live training.

Online training made a lot more sense, and when he began to develop the training, Jensen decided to draw from his 14 years of high school teaching experience. As a high school algebra teacher, he had “flipped” his classroom. Instead of the traditional lecture/homework model, Jensen had recorded his lectures as required watching for his students at home, leaving in-person class time as an opportunity for students to work through their algebra problems in class, asking questions and receiving Jensen’s one on one assistance. 

Jensen found his flipped classroom accommodated a wider array of learning styles and allowed his students to actually understand the material more. The ability to pause instruction, to replay a portion, to both hear the instructor’s words and visually see the lesson being explained, when coupled with having someone close by when it was time to do the work, was just what many of Jensen’s students needed in order to gain a greater understanding of the subject at hand.

The flipped classroom model is also being used more widely with adult learners, so Marbury and Jensen recommended this approach for the ExpenseUVA training. 

For ExpenseUVA, Jensen’s online training consists of a thorough catalog of all the information any user would ever need, organized carefully by topic and by user role. Accompanied by in-person assistance from each school/unit’s Ambassadors, as well as prompts and guides within ExpenseUVA, the training is an audiovisual walkthrough of the entire expense management process.

Developing the training was no small endeavor.

Months ago, using Chrome River’s existing training as a baseline, Jensen began the process of learning not only the Chrome River software, but also UVA’s expensing process. For weeks, working from his carefully written scripts, often from his makeshift ‘recording studio’ (a reclaimed broom closet in Carruthers Hall), he spent long hours recording voice-over guidance for every single step that anyone using ExpenseUVA could take, matching video screen capture of the process to his narrative, and making many adjustments along the way as the system took its final shape. 

All in all, Jensen produced around five hours of online training, broken up into bite-sized pieces and accessible to users on demand. To date, over 340 people have accessed the online training. User response has been overwhelmingly positive; learners appreciate both the ease of finding the information they’re looking for and the fact that Jensen’s sessions are “easy to listen to.” 

That easy, conversational tone is intentional, but not easy to deliver, says Jensen. 

“I want the audio to sound like I’m sitting next to you, walking you through it, not like I’m reading out of a manual. When I write my scripts, I’m not writing an academic paper, I’m trying to have a conversation with someone,” he said.

Producing the training for an extraordinary, large-scale roll out like ExpenseUVA is just one example of the training efforts led by Finance Outreach and Compliance. FOC also developed and delivers a regularly-scheduled “Finance Fundamentals” course that is required training for anyone with finance system responsibilities, training for ResearchUVA as well as research administration, TravelUVA, the Integrated System, and much more. In addition, they routinely host Brown Bag sessions for finance professionals across Grounds. 

“The training team in FOC is charged with designing, developing, and in some cases, delivering training on finance processes and systems for all UVA employees,” said Marbury.

“We are always happy to help,” she added.

UVAFinance will continue to help with additional ExpenseUVA training by hosting in-person lab sessions post go-live, where users can bring in their first travel workbooks or T&E Card reconciliations and work through the process with assistance. FOC and the Travel and Expense Team made the choice to offer these sessions after go-live as a way for users to get live support when entering expenses and to reinforce the online learning. 

Sometimes, all users need to feel better about change is a reassuring voice explaining clearly what the next steps are and how to navigate the process, and as long as there is change, FOC will gladly be that reassuring voice, whether that is in-person or online. 

ExpenseUVA and ExpenseUVA training can be accessed online at 

Posted: Tuesday, August 1, 2017 - 9:49am

Managing people is one of the most important roles in any organization, and also one of the most challenging.  Recognizing the tough role managers have, UVAFinance has begun an intense, year-long course for managers called the Management Development Program (MDP).

UVAFinance worked with the Center for Leadership Excellence to develop the structure of the MDP, which includes three facets:  360-degree feedback, a series of development sessions, and individual coaching.  Eighteen managers representing almost all of UVAFinance’s departments made up the inaugural class, with the second class to begin this autumn. 

During the group's first skills development session, the facilitators provided participants with an overview of their 360-degree feedback results to create awareness of common strengths and developmental opportunities. Participants had the opportunity to discuss challenges that they are facing and to help each other generate potential solutions.

The remainder of the session included content about leading teams through change using the framework from Switch by Chip and Dan Heath. The group explored the ways that our rational mind and emotional mind affect our ability to make lasting changes, both personally and professionally. The participants discussed the patterns that support successful change and began to create individual action plans for a change they plan to lead. The session provided a great opportunity for self-reflection, relationship building, and knowledge sharing across the various areas of UVAFinance.

In addition to the 360-degree feedback and the skills development sessions, participants in the program have the opportunity to take part in one-on-one leadership coaching. The one-on-one coaching began with sessions with the Center for Leadership Excellence, where participants were able to review the results of their 360-degree feedback and discuss professional development opportunities. Participants are encouraged to continue their leadership coaching throughout the program with Patty Marbury, who is a certified coach.

“Coaching involves a lot of self-study and individual development, and, because they decide what they want to work on after reviewing their 360, it’s led by the participant,” says Marbury.

“This program gives our managers the tools and resources they need to be successful at managing people,” she continues.  “We’re developing our managers and growing our leaders.”

Linda Mayo from Procurement & Supplier Diversity Services, currently a part of the MDP program, says she has found the program "immensely helpful."

"It gives you perspective on the commonalities between yourself and other managers," she says.

"And the coaching sessions have been very enlightening, because of the HR perspective Patty brings." 

The long-term goal of the program is that all those in UVAFinance who manage others will participate in the program.

Interested in being a part of a future class?  Contact Patty Marbury or Disha Venkatesan.

Posted: Tuesday, August 1, 2017 - 9:23am

Anti-corruption laws like FCPA are of great relevance to UVA, as we strive to increase global experiences for students and global impact our academic community.  Finance Outreach and Compliance has provided general guidance, complete with FAQ, Additional Resources, and access to short online training here Compliance with requirements of the FCPA is consistent with the expectations of UVA’s Code of Ethics and is specifically required by University Policy.

Posted: Wednesday, March 29, 2017 - 10:20am

I wanted to take a few moments to let you know about some of the exciting projects the Finance Outreach & Compliance (FOC) team is working on:  

  • Jack Jensen has been busy developing training materials and work aids to support the launch of ExpenseUVA on April 17th.  You can find more information about the launch and support materials on Procurement and Supplier Diversity Travel and Expense website.
  • LaVerne Harris, with help from the rest of the FOC team, developed some short informative videos on various topics for the redesigned Export Controls website (coming soon).
  • Brandi Van Ormer is working to bring the UVAFinance websites in line with our new UVAFinance brand guidelines.
  • Danielle Hancock and Christopher Birkl from the Managerial Reporting Project (MRP) are introducing UBI work aids designed to make adopting best practices quick and easy as part of the monthly Fiscal Administrators meetings.
  • Christine Carrizosa is spearheading our efforts to update the Finance policies and move them into the policy directory.  Currently in the works are policies related to fine and decorative arts, revenue generating activities, fixed assets, and expenditure credits.
  • Andrew Bedotto has transitioned to export controls and is working on improvements to our restricted party screening procedures.
  • Erika Priddy and the UVAForward Planning Committee are hard at work developing an outstanding agenda for this year's conference on May 25th and for the preconference workshops.  Please save the date and check the UVAForward website for updates.
  • Lynn Galasso is organizing a second meeting for ARMICS coordinators from Virginia state colleges and universities in conjunction with the Spring FOCUS conference that will be held at the Boar's Head April 18-19th. 
  • Patty Marbury is providing professional coaching to participants in the first cohort of UVAFinance's Manager Development Program, in addition to her ongoing oversight and support of FOC's training initiatives, developing web content, and collaborating with other central areas and projects to provide change management resources. 
  • Greg Ball is currently on assignment to MRP and Student Financial Services and is working on getting student financial data into UBI.
  • I am working with Office of Sponsored Programs, MRP and the office of the VIce President for Research to develop a QlikSense application that will enable more efficient monitoring of compliance with financial conflict of interest requirements.

While this list is not exhaustive, I hope it provides you with a little insight into our ongoing work to support UVAFinance's mission, vision, and core values. 

Mission:  UVAFinance provides the financial framework to accurately, effectively, and transparently steward University resources in a complex educational and healthcare environment. We are the source of financial expertise, information, solutions, and insight that informs internal and external stakeholders and enables University students, educators, researchers, and administrators to be their best.

Vision:  UVAFinance is the valued and trusted financial partner that the University community turns to first.

Core Values:  impeccable source of information; service excellence; innovative action; collaborative partner; and valued, high-performing teams

If you have suggestions for how we can better serve the University community, please share them with us by emailing or calling any member of the FOC team


Have a great Spring!

Kelly Hochstetler, Director


"The world as we have created it is a process of our thinking.  It cannot be changed without changing our thinking."  Albert Einstein 

Posted: Monday, March 6, 2017 - 9:51am

Effective 3/1/2017, the Office of Sponsored Programs (OSP) has resumed responsibility for review and processing of labor distribution (LD) adjustments and Retro Requests (>90 day LD adjustments and Other-than-personnel-services (OTPS) cost transfers).   Effort reporting and certification will also be transitioning from FOC back to OSP in the coming weeks.  Due to these changes, Andrew Bedotto and Christine Carrizosa have taken on new responsibilities within FOC.  Although Andrew will continue to support the current effort reporting cycle, he has otherwise transitioned to the export control team and will be performing a variety of export and licensing assessments to support University research, teaching, service and patient care activities.  Christine will assiting Finance areas in updating policies and updating or developing procedures for use by personnel in departments and schools as well as performing financial compliance reviews and Agency Risk Management and Internal Controls Standards (ARMICS) testing.  

Please join me in supporting Andrew and Christine as they focus on their new roles!


Kelly Hochstetler, Director