Financial Management Meetings (FMM) Information

November 13 meeting

Meeting documents

• 11/13/24 meeting agenda (PDF)
• 11/13/24 meeting slides (PDF)

Recording

11/13/24 FMM recording

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June 5 Workday Finance Business Process Preview meeting

Recording

FMM Workday Finance Business Process Preview recording

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May 15 meeting

Meeting documents

• 5/15/24 meeting agenda (PDF)
• 5/15/24 meeting slides (PDF)

Recording

Technical issues prevented a recording of this meeting. Please see meeting materials and direct any questions to the respective presenter as needed. Thank you for your understanding.

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February 14 meeting

Meeting documents

• 2/14/24 meeting agenda (PDF)
• 2/14/24 meeting slides (PDF)

Recording

2/14/24 FMM recording

November 15, 2023 meeting

Meeting documents

• 11/15/23 meeting agenda (PDF)
• 11/15/23 presentation slides (PPT)

Video recording

11/15/23 FMM recording (Login with NetID info, then use passcode G%0*dx6Z)

August 16, 2023 meeting

Meeting documents

• 8/16/23 meeting agenda (Word Doc)
• 8/16/23 presentation slides (PPT)

Video recording

8/16/23 FMM recording

Note: there were audio issues during a section of the Microsoft Teams recording, so some speakers were not recorded; please reach out if you need additional information that is not found on the presentation slides.

May 17, 2023 meeting

Meeting documents

• 5/17/23 meeting agenda (PDF)
• 5/17/23 presentation slides (PDF)

Video recording

5/17/23 FMM Recording

February 15, 2023 meeting

Meeting documents

• 2/15/23 meeting agenda (PDF)
• 2/15/23 presentation slides (PDF)

Handouts

• Human Trafficking Compliance Plan (PDF)
• Human Trafficking Awareness info (PDF)

Video recording

2/15/23 FMM Recording

December 6, 2022 meeting

Meeting documents

• 12/6/22 meeting agenda (PDF)
• 12/6/22 presentation slides (PDF)

Video recording

12/6/22 FMM recording

August 9 and October 11, 2022

Meetings canceled

June 7, 2022 meeting

Meeting documents

• 6/7/22 meeting agenda (PDF)
• 6/7/22 presentation slides (PDF)

Video recording

6/7/22 FMM recording

April 12, 2022 meeting

Meeting documents

• 4/12/22 meeting agenda (PDF)
• 4/12/22 presentation slides (PDF)

Video recording

4/12/22 FMM recording

February 8, 2022 meeting

Meeting documents

• 2/8/22 Agenda (PDF)
• 2/8/22 presentation slides (PDF)
• UW–Madison Institutional Attestation 2021 (PDF)
• Division Attestation template/SMPH example (PDF)

Video recording

2/8/22 FMM recording

Meeting date: October 12, 2021

Meeting documents

• 10/12/21 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: August 10, 2021

Meeting documents

• 8/10/21 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: June 8, 2021

Meeting documents

• 6/8/21 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: April 13, 2021

Meeting documents

• 4/13/21 Agenda (PDF)
• Presentation Slides (PDF)

Video recordings

• UW Madison Policy Library
• Non-Sponsored Project Request Form
• ATP – Finance Vision Workshop
• ShopUW+

Meeting date: February 9, 2021

Meeting documents

• 2/9/21 Agenda (PDF)
• Presentation Slides (PDF)
• FY 2021 Year-End table (PDF)
• GASB 87 Communications Template (PDF)
• GASB 87 FAQ (PDF)
• Lease Collection Data – with notes (Excel)

Video recordings

• Update on GASB 87
• FY20/FY21 Physical Inventory Update
• Year-End Timetable
• Gift Management Update
• Non-Sponsored AR/BI
• ATP Update
• P2P Update
• Reducing Purchasing Card Count and Credit Limits
• Official Functions and Fundraising

Meeting date: October 13, 2020

Meeting documents

• 10/13/20 Agenda (PDF)
• Presentation Slides

Video recordings

• Introduction – Recent Updates
• ATP Accrual Accounting Recommendation
• WISDM Decommissioning
• Foreign Gifts and Contracts Reporting
• PCI Non-Compliance Procedure and Refund of Receipt Voucher Upload Process
• P2P Project Update
• Using Wires for Foreign Payments

Meeting date: June 8, 2020

Meeting documents

• 6/8/20 Agenda (PDF)
• Presentation Slides
• Service Fee Comparison

Meeting date: April 14, 2020

Meeting documents

• 4/14/20 Agenda (PDF)
• Presentation Slides (PDF)
• COVID Account Codes FAQS (PDF)
• Q and A responses to FMM on 3.20.20 (PDF)
• List of Emails addresses by Topic/Area (PDF)
• 2020 End of Year Timetable (PDF)

Meeting date: March 20, 2020

Meeting documents

• Presentation Slides (PDF)

Meeting date: December 10, 2019

Meeting documents

• 12/10/19 Agenda (PDF)
• Presentation Slides
• Capital Equipment: Pre-inventory Snapshot
• Capital Equipment: Physical Inventory Phase 1 Scanner Analytics

Meeting date: October 15, 2019

Meeting documents

• 10/15/19 Agenda (PDF)
• Presentation Slides

Meeting date: August 13,2019

Meeting Documents

• 8/13/19 Agenda (PDF)
• Presentation Slides

Meeting date: June 11, 2019

Meeting documents

• 6/11/19 Agenda (PDF)
• Presentation Slides

Meeting date: April 9, 2019

Meeting documents

• 4/9/19 Agenda (PDF)
• Presentation Slides

Meeting date: February 13, 2019

Meeting documents

• 2/13/19 Agenda (PDF)
• Presentation Slides (PDF)
• Physical Inventory 15 day notification and analytics (PDF)
• FY 2019 Year-end Timetable (PDF)

Meeting date: December 11, 2018

Meeting documents

• 12/11/18 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: October 9, 2018

Meeting documents

• 10/9/18 Agenda (PDF)
• Presentation Slides (PDF)
• FY18 Departmental Capital Equipment Inventory Results (PDF)

Meeting date: August 14, 2018

Meeting documents

• 8/14/18 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: June 12, 2018

Meeting documents

• 6/12/18 Agenda (PDF)
• Presentation Slides (PDF)
• Capital Equipment Policy Update (PDF)
• Capital Equipment Physical Inventory Procedure (PDF)
• UW System Trust Funds Update (PDF)
• UW System Audit Presentation (PDF)

Meeting date: April 10, 2018

Meeting documents

• 4/10/18 Agenda (PDF)
• Presentation Slides (PDF)
• Check Distribution Internal Controls (PDF)

Meeting date: February 13, 2018

Meeting documents

• 2/13/18 Agenda (PDF)
• Presentation Slides (PDF)
• 2018 Year-End timetable (PDF)

Meeting date: December 12, 2017

Meeting documents

• 12/12/17 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: October 10, 2017

Meeting documents

• 10/10/17 Agenda (PDF)
• Presentation Slides (PDF)
• Laurent Heller Presentation Slides (PDF)

Meeting date: June 13, 2017

Meeting documents

• 6/13/17 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: April 11, 2017

Meeting documents

• 4/11/17 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: February 14, 2017

Meeting documents

• 2/14/17 Agenda (PDF)
• Presentation Slides (PDF)
• DRAFT FY 2017 Transaction Processing Timetable (PDF)
• October 2016 UWSA Audit Summary (PDF)
• PCard Future State Audit Follow-up Process (PDF)
• DRAFT PCard Warning Notification (PDF)
• DRAFT PCard Revocation Notification (PDF)
• PCard Warning and Revocation Projection based on Past Audits (PDF)

Meeting date: December 15, 2016

Meeting documents

• 12/15/16 Agenda (PDF)
• Presentation Slides (PDF)
• CEIMS Physical Inventory Report (PDF)
• CEIMS Standard DPA Report (PDF)
• SFS Asset Management Physical Inventory Report (PDF)
• SFS Asset Management Standard DPA Report (PDF)

Meeting date: October 13, 2016

Meeting documents

• 10/13/16 Agenda (PDF)
• Presentation Slides (PDF)
• Capital Equipment Policy (PDF)
• Capital Equipment DPA Designation Procedure (PDF)
• Capital Equipment DPA Agreement (PDF)
• Capital Equipment DPA Roles and Responsibilities (PDF)

Meeting date: August 11, 2016

Meeting documents

• 8/11/16 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: April 14, 2016

Meeting documents

• 4/14/16 Agenda (PDF)
• Presentation Slides (PDF)
• Capitol Equipment Policy #500 (PDF)
• Departmental Property Administrator -DPA (PDF)

Meeting date: February 24, 2016

Meeting documents

• 2/24/16 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: October 15, 2015

Meeting documents

• 10/15/15 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: August 11, 2015

Meeting documents

• 8/11/15 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: June 9, 2015

Meeting documents

• 6/9/15 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: April 15, 2015

Meeting documents

• 4/13/15 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: February 10, 2015

Meeting documents

• 2/10/15 Agenda (PDF)
• Presentation Slides (PDF)

Meeting date: December 9, 2014

Meeting documents

• 12/9/14 Agenda (PDF)
• Presentation Slides

Meeting date: October 14, 2014

Meeting documents

• 10/14/14 Agenda (PDF)
• Presentation Slides

Meeting date: August 12, 2014

Meeting documents

• 8/12/14 Agenda (PDF)
• Presentation Slides

Meeting date: June 10, 2014

Meeting documents

• 6/10/14 Agenda (PDF)
• Presentation Slides
• End of Year Matters
• Payments to Students

Meeting date: April 28, 2014

Meeting documents

• 4/28/14 Agenda (PDF)
• Presentation Slides
• Year-end Final Timetable
• Fiscal Year-end Financial Reports
• Services Process Flowchart
• NACUBO webinars

Meeting date: February 11, 2014

Meeting documents

• 2/11/14 Agenda (PDF)
• 2/11/14 Meeting minutes (PDF)
• Presentation Slides (PDF)