The Finance@UW program is tailored specifically for professionals in the dynamic world of finance at UW-Madison! Staying ahead of the curve and managing the intricacies of institutional finance is essential as operational responsibilities broaden in the coming years. Our program is designed with finance professionals in mind, offering a comprehensive curriculum that equips you with the knowledge and skills necessary to excel in finance at UW-Madison.
Our focus is on the “What and Why” of institutional financial operations and strategy, not the technology.
Upcoming Cohorts
Finance@UW cohorts are currently on hiatus to allow employees the time and space to focus on Workday implementation and readiness activities. Future cohort offerings will be announced at a later date. If you are interested in joining, please sign up for the email distribution list to be the first to register.
Program Manager
Jeffrey Thomas | JT
jeffrey.thomas@wisc.edu
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Geared toward your finance career needs at UW
This program is carefully crafted to cover critical topics geared toward your finance career needs at UW. Here’s a glimpse of just some of what you can expect to explore in the core learning modules:
Principles of Institutional Finances
Explore the intricate world of finance through a holistic perspective of institutional finance, that will align your role with the Wisconsin Idea, and introduce revenue sources and budget models.Â
Accounting@UW
Strengthen your accounting skills with this interactive module. Dive into fundamentals and prepare yourself to handle accrual methodologies in the Workday environment. Connect work to sound practices and interpret financial data collaboratively in engaging discussions and exercises.
Revenue@UW
Gain insights into the strategies and techniques employed in managing revenue effectively. Obtain exposure to the deeper complexities of institutional revenue sources, explore expansion options, and analyze live financial data across campus.
Budgets@UW
Strategize using different budget models, gain a comprehensive view of the budget proposal process from multiple angles, and engage in practical exercises with a live budget proposal.Â
Program Requirements
Completion of all four core finance learning modules during the assigned cohort (attendance at all four sessions is expected).
- Completion of four Learning and Talent Development-sponsored courses:
- Thriving In a Time of Change (Thrive@UW)
- Active Listening to Support Effective Communication (Thrive@UW)
- Understanding Mission, Vision, and Strategy (online, self-paced)
- Presentation Skills (Fully Prepared to Lead)
- If these have already been completed, consult the program manager for alternatives.
- Attend one Learning and Talent Development conference listed below:
- Optional: Complete the Technology Skill Development Pathways on LinkedIn Learning that most align with your current skill level – Beginner, Intermediate, or Advanced (login using your @wisc.edu email address):
- Participate in a Personal Reflection Capstone Conversation with Program Managers and/or fellow participants.
I learned so much and [the cohort program] helped me get a better understanding of how the University and the different departments approach budgeting and revenue (and so much more)...This was one of the most useful courses I've taken through the UW. - 2024 Cohort Participant