The New Campus Budget Approach
Presenter: James Montgomery
This session will provide an overview of the new campus budget approach. This approach specifies the mechanisms through which central campus will allocate funds to schools and colleges. I will briefly discuss the campus process that lead to the new approach. I will then focus on the content of the approach, in particular the allocation mechanisms for undergraduate tuition, graduate tuition, and indirect costs. I will also briefly discuss the transition to the new approach.
While the new campus budget approach will determine how central campus provides funding to schools and colleges, implementation within those divisions will be determined by deans. Thus, please note that this session will not address implementation of the new approach within any particular school or college.
Foundation Data Model (FDM) and Security Roles in Workday
Presenter: Lea Erickson and April Cook
This session will focus on the basics of the Workday Foundation Data Model (FDM) and the Cost Center Hierarchy. Workday Security roles will also be covered. A portion of the session will be allotted for Q&A. Presentation is geared towards employees who have had minimal Workday exposure. Note: Breakout is offered during Session 1 and 2.
All session participants would benefit from a review of topic specific content from previously recorded ATP Foundation Data Model video prior to attending.
Expenses in Workday
Presenter: Meghann Grove and Allie Watters
This session will focus on Expense Report creation, submission and approval workflow in Workday, including purchasing card transaction reconciliation. Security roles, policy changes and workflow changes outside of Workday will also be covered. A portion of the session will be allotted for Q&A. Note: Breakout is offered during Session 1 and 2.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.
The Changing Landscape of College Athletics
Presenter: Adam Barnes
Collegiate Athletics has been undergoing a period of significant change driven by NCAA rule changes, litigation, and legislation. This session will review these changes and how Wisconsin Athletics is adapting to thrive in the future. If you joined the keynote presentation, stick around for this talk as it will dive deeper into similar topics through a financial lens!
UW-Madison Adaptive Planning and Budget Amendments in Workday
Presenter: Simi Ragha and Natalie Feggestad
This session is focused on high-level overview of Adaptive Planning and Budget Amendment creation, submission and approval process. Security roles and noteworthy changes will also be covered. A portion of the session will be allotted for Q&A.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.
Building a Better Understanding of Capital Projects
Presenter: Holly O’Higgins and Cheryl Koenig
Join the Madison Budget Office and Capital Budget to build a better understanding of what a project a capital project, what is not a capital project, and how to tell the difference. We’ll also discuss the relationship between the State Building Program, the UW Managed program, project funding, the Six Year Capital Plan, and the State Building Commission, using current projects on the UW-Madison campus for context.
UW-Madison and the State Budget
Presenter: Crystal Potts
In this session, attendees will learn about the Wisconsin state budget process and how UW-Madison is a part of a larger biennial two-year process with the state that includes advocacy for investment and key infrastructure projects.
Accounts Payable and Purchasing in Workday
Presenter: Nicki Burton and Lori Voss
This session will cover the Supply Chain Management processes for catalog and non-catalog requisitions, receipting and direct pay invoices in Workday. It will also touch on the Workday Procurement and Supplier Account modules that will replace ShopUW+ as well as what ShopUW+ will still be used for. A portion of the session will be allotted for Q&A. Note: Breakout is offered during Session 2 and 3.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.
Thriving Through Transitions
Presenter: Jen Erickson and Deb Filipiak
It can feel like change is being done to you and can cause frustration and stress. This session focuses on what you can do to manage your well-being as you work through change, especially when you have little or no control over what the change is or how it is being implemented.
Tuition Remission and TR Surcharge – Current and Future State
Presenter: Aaron Ranke
This session will start with a brief overview of the current state of tuition remission and tuition remission surcharge before transitioning to a talk on the future of tuition remission in Workday. We will go over the new TR policy that will be in place for the 2025 fall semester (FY26) and will walk through several examples to make it clear where the similarities and differences are between the old and new policies.
Foundation Data Model (FDM) and Security Roles in Workday
Presenter: Lea Erickson and April Cook
This session will focus on the basics of the Workday Foundation Data Model (FDM) and the Cost Center Hierarchy. Workday Security roles will also be covered. A portion of the session will be allotted for Q&A. Presentation is geared towards employees who have had minimal Workday exposure. Note: Breakout is offered during Session 1 and 2.
All session participants would benefit from a review of topic specific content from previously recorded ATP Foundation Data Model video prior to attending.
Expenses in Workday
Presenter: Meghann Grove and Allie Watters
This session will focus on Expense Report creation, submission and approval workflow in Workday, including purchasing card transaction reconciliation. Security roles, policy changes and workflow changes outside of Workday will also be covered. A portion of the session will be allotted for Q&A. Note: Breakout is offered during Session 1 and 2.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.
Financial and Payroll Accounting in Workday
Presenter: Mary Rickard and Emily Von Haden
This session will focus on how to create journals in Workday that are performed in the Journal Entry Tool (JET) today and how to process salary and non-salary cost transfers in Workday as the Cost Transfer Tool will no longer be used with Workday. This session would be recommended to individuals that currently submit manual journals using JET and create and/or approve salary or non-salary cost transfer in the Cost Transfer Tool. We will allot time in this session for related Q&A.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.
Leading Your Team Through Change
Presenter: Deb Filipiak
We live in a time of almost constant change. And, yet at times, it feels like nothing really changes. Part of the reason is that we often fail to address the people side of change. Instead, we focus on the process, the technology, the organizational changes we are trying to implement. Yet, organizations do not change. People change. This session will focus on what leaders can do to support they staff as they work their way through the transition, the psychological component of change.
Internal Services Delivery and External Customers in Workday
Presenter: Tricia Johnson
This session will discuss internal billing (Internal Service Delivery), external billing (Customer Accounts) and recording Point of Sale revenue (Cash Sale within Customer Accounts). A portion of the session will be allotted for Q&A.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.
Workday for Research Administration: an Overview
Presenter: Angie Johnson, Chris Schulz, and Mark Sweet
Session will be a high-level overview of Workday for research administration.
Accrual Accounting
Presenter: Dan Purcell
This session will focus on the fundamentals of accrual methodologies in the Workday environment. A portion of the session will be allotted for Q&A.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.
Accounts Payable and Purchasing in Workday
Presenter: Nicki Burton and Lori Voss
This session will cover the Supply Chain Management processes for catalog and non-catalog requisitions, receipting and direct pay invoices in Workday. It will also touch on the Workday Procurement and Supplier Account modules that will replace ShopUW+ as well as what ShopUW+ will still be used for. A portion of the session will be allotted for Q&A. Note: Breakout is offered during Session 2 and 3.
All session participants would benefit from a review of topic specific content from previously recorded Business Process Previews and Office Hour sessions located at https://atpmadison.wisc.edu/netid-protected/finance-business-process-previews/ prior to attending.