The Financial Services Group (FSG) is an informal network that includes Chief Administrative Officers and fiscal officers within the College of Agricultural and Environmental Sciences, and colleagues from other units across campus who have asked to join. The FSG was created to provide a forum for sharing of ideas/practices, informal training and discussion of financial topics. Meetings are held on a regular basis and are facilitated by members of the College Financial Team (a.k.a. Analyst Alley) and guest speakers are invited to address specific topics.
Group members are invited to suggest topics for discussion, as well as lead discussions. Each meeting focuses on 1-2 topics that are the most timely and/or of greatest interest to the group. The limit on the number of topics allows time for more in-depth discussion of each topic. Each CA&ES cluster/department must be represented by at least one person (the more the merrier) so the attending members can take back information to those who could not attend.
FSG Meeting Goals:
- Create opportunities for regular interaction between fiscal officers
- Freely share knowledge/experiences/ideas
- Provide opportunities for active participation and contributions from attendees
- Focus on how to positively and proactively navigate the changes that continue to come our way
- Document best practices for our College – living documents that can be revised as needed
- Provide refreshers for processes like fiscal close that we only perform once a year
- Give fiscal officers exposure to job functions they aren’t currently performing
How to Join the FSG:
The FSG listserv is used to send announcements and reminders for upcoming meetings. To be added or removed from the listserv, please contact Shannon Tanguay and provide your name and email address.
FSG Meeting Topics & Materials:
- Additional Compensation
- Agricultural Experiment Station (AES) a.k.a. Hatch funding
- Course Materials Fee proposals, policies and financial management
- Fiscal Close Presentations FY26
- PolicyWonk
- Recharge Operations
- Resource Allocation Committee (RAC) Formula
- Salary and Benefit Savings
- UCPath Calculator
- W.A.L.T.E.R. Overview - Warehouse Analytics and Ledger Tools for Enterprise Reporting
- W.A.L.T.E.R. Login
CA&ES Aggie Enterprise Resources:
- AggieDash: campus resource for conversion chart strings and balances
- CA&ES FSG PrePurchasing Demonstration Recording 10/25/2023
- CoA Values CA&ES Only:
- Crosswalk for PPM Expenditure Type to PPM Expenditure Category
- FAQ
- Finjector CoA Picker tool
- How-To Videos and Job-Aids
- Journal Approver Categories
- KB Quick List Links
- Knowledge Base Articles
- Transferring PPM Project Costs Project Manager Request Template
- Tips for Clearing Department Kickout (DKO) Projects