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Quality Improvement in Financial Management, at the University of Washington

Vol. 4, No. 3, Summer 2005

 

Kudos

by Kyra Worrell

To: John Cady, GCA

From: Jane Babione, Assistant to Michael Kimmey, MD, UW, Division of Gastroenterology

RE: 66-8533, Award NEA arrived. End date only updated today

Thank you, thank you, thank you, thank you, thank you, thank you, thank you, thank you, thank you, thank you, Thank you, thank you, thank you, thank you, thank you, thank you, thank you, thank you, thank you, thank you. And by the way: thank you.

I cannot tell you how happy you have made me.

To: Elizabeth Cherry, Risk Management; Maureen Rhea, Internal Audit:

From: Bill Ferris, Executive Director of Administration, Office of the Executive Vice President

Referring to a positive email from President Emmert: This is a direct result of the documentation/plan you provided to us for our budget proposal. Weldon took it in to discuss with the President this morning. Your presentation made a strong impact and I wanted to thank you again for all your efforts in this area. You pulled together a lot of complex ideas and issues in a short amount of time. Great job!!

To: Bill Christensen, Financial Accounting:

From: Bruce Abe, Principal Financial Planner, Capital and Space Planning Office, UW

Bill Christensen and I have been working on several key topics for which he has been most helpful and expeditious. On the Capital Bond Task Force, Bill stepped up and distributed meeting notes to the task force members. He's volunteered to continue this task through April. With the task force meeting almost every other week, these notes will be valuable in tracking our progress. Additionally, with the legislature in session and developing the capital bill, I asked Bill to review and help me reconcile funds 064 and 378. He graciously reviewed my spreadsheets, that covered over three biennia, and made the necessary edits to confirm the numbers. He did this when his work load and schedule was quite full, however, he made the effort to get back to me in a day so I could work on the spreadsheets over the weekend. His work and efforts are much appreciated.

To: Diane Cooley, SFS; Kyra Worrell, SFS & SFS staff assisting the Outreach unit:

From: Meg Estep, First Year Programs, Gateway Center

I felt compelled to write this letter of support for the Outreach Staff of Student Fiscal Services as they have contributed and added value to much of the work I do on this campus. I-along with several others of the First Year Programs staff-have had the distinct pleasure of working closely with the SFS staff in their outreach capacity over the past several years. I have watched them balance their personal commitment to the individual student with a strong sense of duty and responsibility to educating the campus at large. Our programs have benefited from both efforts, and the SFS staff handles this challenge with both enthusiasm and dedication.

First Year Programs serves to assist new students' transition to the university, and strives to make the complex processes and requirements of this institution transparent, and most importantly, manageable. SFS are willing and eager partners in that effort. But I also see them taking their responsibility one step further: not only are students being introduced to a resource on campus, but they are learning useful life-long skills at the same time. This is important to me, as the program I coordinate-Dawg Daze, the UW's week of welcome for new students-offers a plethora of workshops for students to learn about the resources at the UW. However, SFS is one of the few offices to take on the daunting task of teaching students new skills during that time. SFS's signature session, 'Money 101' has been offered for the past two years at Dawg Daze, and has proved to be a concise, user-friendly and active session encouraging interested students to start thinking about their finances, along with practical tips in managing their financial responsibilities more broadly. It is this practical element of their work which helps me feel confident that students are in good hands whenever Student Fiscal Services appears on the agenda of any of my events.

I am constantly impressed by the dedication of the Student Fiscal Services staff as they pursue their mission to outreach through workshops and services to students at the University of Washington. I work with over 60 separate UW offices who coordinate events or workshops for new students, and I can confidently say SFS is among the most active and dedicated of those partners. SFS makes our job—to bring experts right into contact with students—easy. SFS strives to empower students with the information they need to make good decisions, and the SFS staff's friendliness goes far in countering the common perception among students that the university is an unfeeling, impersonal place. First Year Programs works to challenge those same perceptions in the programs we provide for new students and their families, and SFS's priority on outreach helps further that mission considerably.

What I admire and appreciate about the staff of SFS has been their constant willingness to try different things-to adapt their presentations and information to changing audiences-as well as their commitment to keep abreast with changing trends, specifically to educate the campus and the students about the need to be concerned about increasing identity theft among this population, for example. The SFS staff have also been willing to accompany First Year Programs as our programs go 'on the road' and we have been able to rely on SFS to talk directly with students on their home turf during our summer Off-Site Orientation sessions. Finally, I can personally attest to the fact that the SFS outreach staff have been the most dedicated attendees at our local Parent Orientation sessions, which happen five times throughout the summer: I can depend on SFS to be present both at the early morning breakfast receptions (which start as early as 7:30am!) and at the lunch-time conversation hour with parents. I find the SFS outreach staff always eager and willing to try new ways to capture their audiences' interests, which keeps the material current, pertinent and on the radar for students and their families.

I wish to thank the Student Fiscal Services outreach staff for their significant contributions to Parent Orientations, Summer Advising & Registration sessions, Off-Site Orientations and Dawg Daze workshops, among others. I depend on their expertise to continually help educate our newest students in the intricacies of something as fundamental-and complicated-as managing money.

To: Diane Cooley, SFS; Kyra Worrell, SFS

From: Howard Gutknecht, Columbia Tower Rotary

Hey Kyra and Diane, good to meet you at the Park Hill Rotary. It was a pleasure to hear your presentation on "Finance 101" - how credit cards are marketed to teens, the youth debt trends, etc., particularly since the recent passage of the federal bankruptcy law. As speaker chairperson for Columbia Tower Rotary (www.columbiatowerrotary.org) I'd like to invite you to come speak to our club.

To: Teresa Crisostomo, Travel; Barbara Schielmann, Travel

From: Michelle Williams, Director, MIRT (Multidisciplinary International Research Training) Program

We sincerely appreciated you taking time out of your demanding schedule to speak to the MIRT 2005 Fellows prior to their summer research training experience. The students were quite pleased with the information that you provided them and they are looking forward to their Fellowship. Their enthusiasm at orientation will continue to grow as they continue to learn more about the culture they will be living and working in. Certainly, this summer will be a great learning opportunity for our fellows. The fellows, faculty and staff are thankful and very grateful for the knowledge, experience and perspective that you share with us. The MIRT pre-departure orientation was a great success thanks to your contribution and we hope you will be available for our May 2006 orientation!

To: Lisa Edlin, Judy Peterson, Treasury Office

From: Eric Godfrey, Assistant VP, Scholarships and Student Programs, UW Office of Development and Alumni Relations

Thank you very much for your characteristically timely and complete work.

To: Keith Ferguson, Treasury Office:

From: Cyndi Asmus, Director of Development, University of Washington Libraries

Keith, Thanks so much for your thoughtful comments at this morning's Chief Development Officer meeting. Your perspective gave me excellent food for thought as I work with the East Asia Libraries librarians and potential donors.

To: Frannie Gladney, SFS

From: James McCammon, UW student

Ms. Gladney, You might not remember me, but a few Quarters ago you helped me set up a payment plan to help repay a loan to UW. Thank you for understanding my difficult financial situation and being kind and for not judging me. I recently graduated with a degree in Electrical Engineering. Without your help I would have had much more difficulty in terms of preparing my finances for graduation. Thanks again, I'm glad to know the UW has people like you.

To: Frannie Gladney, SFS

From: Summer Henderson, UW student

I just wanted to take a minute to let everyone know how grateful I am that Frannie Gladney works with the University of Washington. I recently found out that I owed the University an entire quarter's worth of tuition and financial aid - a quarter in which I became very ill and was unable to finish. I was devastated and had no idea what to do, or how to do anything about it. Frannie was the first person that I went to see after I found out, and when I came into her office I was in tears, I felt hopeless. However, by the time I left - I had a plan and support system. Frannie walked me through the entire process. She was constantly on hand to get me in touch with people, give me support, work with other agencies and departments - simply to go the extra mile. I know that she didn't have to do all that she did, and I will never be able to say how grateful I am to her. The entire process took several months and I was shocked that she was just as supportive at the end as she was in the beginning. Without her help, guidance, and support, I can honestly say that I wouldn't have been able to resolve this problem. I'm sure that you already know this, however, I would just like to reiterate that Frannie Gladney is an incredible asset to your institution.

To: Ruth Johnston, SFS; Diane Cooley (Cash Management class coordinator), SFS; (fill in with Cash Management class instructors):

From: Ken Sinarski, Associate Comptroller, University of Virginia

Ruth, we met at a conference in Colorado last fall and I want to let you know that I think your cash management class is an excellent tool. Steve Kimata speaks highly of you and we often look to your website for information and updates on the balanced scorecard.

To: The Payroll Office

From: Payroll Customer (comment was placed in the Suggestion Box in the Payroll lobby)

Great Staff. Cooperative among themselves and proactive for the UW employees. So helpful and attentive.

To: Sandie Rosko, SFS

From: General Revenue Corporation, one of the collection agencies that contracts with SFS

University of Washington has managed to service the student population by developing their current staff and changing policies and procedures to maximize efficiency ...Sandie was a wonderful ambassador for the University and it was a pleasure to have her on the team.

To: Kiet Tran, GCA

From: Kim Hubbard, Washington National Primate Research Center

I would like to send a message to let you know how wonderful, efficient, and helpful Kiet Tran has been since the re-organization of GCA, and her assignment to the Primate Center. She has made many special accommodations to meet our requests as our department has also gone through a re-organization. With a fair amount of last minutes requests over the last couple of months, her response time is less than a day. She is doing a great job and is high commended by the staff at the Primate Center.

To: Beverly Trulson, SFS

From: UW student (from the SFS Spring Survey comments)

Beverly is especially approachable and friendly.

To: V'Ella Warren, Sue Camber, Suzette Ashby-Larrabee, Ted Mordhorst

From: Lori Oliver, Assistant Attorney General, University of Washington

Re: Salary Cap for faculty with VA appointments

Congratulations to all who worked on this issue. This is great news.

To: V'Ella Warren, Maureen Rhea, Elizabeth Cherry, UCIRO team - Kristi Johnson

From: David Thorud, Acting Provost, Office of the Provost

Many thanks to you V'Ella and all of your colleagues who so ably stepped forward on virtually no notice to help with this important task. Your collective competence and contributions are greatly appreciated.

To: Steven Wang, SFS

From: UW student (from the SFS Spring Survey comments)

Steven Wang has been the most helpful staff member during my 4 years of interactions with this office.

To: Lisa Whitehead, SFS

From: UW department (from the SFS Spring Survey comments)

I'm a first time user from an academic department and I was asking questions from the slant. The help I got from Lisa was very prompt and helped accomplish the task.

To: Erick Winger, Financial Accounting

From: Clarice Hall, Event Coordinator, Business Services

I received two great comments about you in the evaluation... "Loved the presentation on Financial Desktop. The gentleman presenting was very effective."

"I attended the Financial Desktop lecture and found that to be very helpful. The speaker was very knowledgeable, personable, and willing to answer all questions that were brought to him. Very good speaker!"

One more... "The presentation I attended on the financial desktop was very professional, informative and dare I say, inspiring."

To: Li-Chang Wong, SFS

From: Srinath Narayanan, Graduate & Professional Student Senate, GPSS Treasurer

On behalf of GPSS, I personally want to thank you for conducting the Tax Workshop. It was a great success. The workshop was attended by 67 people (Which is definitely a pretty good head count). There was a lot of positive feedback about the workshop too.

Thank you once again.



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