Dear colleagues:

I am delighted to announce that Geni Holmes will be joining our team as the Program Director for Campaign Events & Stewardship on July 9, reporting directly to me and taking responsibility, with Tory Grimes, for the planning and execution of all Boldly Notre Dame events and activities. Geni will also take a leadership role with planning other University events, such as dedications. Geni comes to Notre Dame from her most recent position as the Executive Director for University Events at Wake Forest University, where she was responsible for commencement, campaign events and board meetings. Her higher education experience includes stewardship and events roles at Purdue University as well as the University of Kansas, and she also led programming and stewardship at the Smithsonian Institution in Washington D.C. We are fortunate to have convinced Geni to join our team as she has a wealth of experience and has proven to be a leader in the field, having spoken at numerous CASE conferences over the years. Geni earned her bachelor’s degree from Northwest Missouri State University and is excited to be returning to the Midwest as her two grown children reside in West Lafayette, just down the road from Our Lady’s University.

In addition, I am also happy to announce a promotion for Tory Grimes to Associate Director for Campaign Events & Stewardship. Tory has demonstrated an incredible work ethic, creativity and teamwork in the last four years on the Special Events & Stewardship team. This past year, in addition to helping orchestrate four Weekends with the President, a Leadership Weekend and the Campaign Cabinet meetings with great aplomb, she led the Corbett Family Hall Dedication. Dick Corbett’s family shared later that this was the happiest they had ever seen Dick. Tory has a wonderful way with benefactors, offering incredible hospitality and stewardship at every turn. We are so fortunate to have her on our team.

Please join me in congratulating Tory and welcoming Geni.

My best,

Katherine Lane

To:      University Relations

CC:      Controller’s Office

From:  Stacy Koebel-Harder

Date:   6/12/2018

Re:      June 30, 2018 Year End Close

In order to properly account for pledges and gifts through June 30, 2018 please keep in mind the following items:

Gifts/Pledges

• Gifts in the form of cash and wires need to be received by the University by June 30, 2018 (in hand or post marked) and need to be delivered to Donor Services by noon, July 6, 2018.
• Gifts in the form of securities should be in the University’s investment by Friday, June 29, 2018 to be considered a FY18 gift.
• Gifts sent to the lockbox with postmarks through June 30, 2018 will be processed by the end of day, July 6, 2018.
• FY18 pledges with the appropriate supporting documentation should be to Donor Services by noon, July 6, 2018 for FY18 processing.
• Gifts and pledges received on July 1st for FY19 will be processed on July 9, 2018.

Reporting

• The Daily Transaction Report delivered on the mornings of July 1 through July 7, 2018 will reflect FY18 transactions only.

Please let us know if you have any questions.  Happy Fiscal Year End!

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Donor Services would like to welcome Sara Munoz as our Coordinator. Sara is an alum from Indiana University and comes to us from a law firm in Elkhart where she served as the client liaison and assistant. Sara enjoys spending time with her fiance, Matt Futa, and their three rescue dogs. Welcome Sara!!

Thanks,

Stacy

• Friday, June 8 – May close
  • buyND purchase requisitions greater than $25K must be submitted or communicated to Procurement Services to allow for the bidding process to occur. Check Procurement Services bidding guidelines for more information (http://buy.nd.edu/ ).
  • Please carefully review year to date activity and contact us if you have any questions.  Any corrections should be submitted as soon as possible.
  • Please review encumbrances and contact Accounts Payable (A/P) regarding any encumbrances that need to be closed.
• Friday, June 15
  • buyND purchase Requisitions greater than $5K, but less than $25K must be submitted.
• Friday, June 22
  • buyND purchase requisitions requiring financial, Risk Management, RSPA, Fixed Asset, and/or Procurement Services approval must be submitted. This deadline will allow for any necessary approvals and ensure that purchase orders are processed by June 30^th.
  • Maintenance must receive requests for work orders to ensure they will be charged to FY18.
• Sunday, June 24
  • Cut-off for FedEx Office charges for FY18. Charges after June 25^th will post to FY18.
• Friday, June 29 – Last business day of fiscal year
  • Last day to process buyND catalog requisition and purchase orders processed under $5000 (e.g., Office Depot, GovConnection, VWR, etc.) in FY18. Allow time for workflow approvals.
  • All deposits made on or before June 29^th will automatically be credited to FY18.
• Sunday, July 1 – New Fiscal Year Begins
  • buyND purchase orders will be placed with new year funds. Submit requisitions for blanket orders.
  • Deposits made between July 1^st and July 10^th should be posted via the Financial Toolkit with an FY19 posting date. If you wish to accrue the revenue to FY18, please contact Chuck Pope for assistance.
• Thursday, July 5
  • Financial Toolkit requests related to FY18 must be received in A/P by 5 PM
  • travelND expense reports for FY18 must be submitted and approved by 5 PM.
  • buyND “receipts” for FY18 must be entered by departments by 5 PM.
  • Procard statement reports for FY18 must be submitted and approved by 5 PM.
• Tuesday, July 10 – 1^st Close
  • All A/P transactions for FY18 processing done by end of day.
  • Journal Entries must have a June posting date and approved in the Financial Toolkit by noon for 1^st close processing.
    • These entries should represent normal month-end closing entries. All charges / entries impacting other units should be submitted.
  • Wednesday, July 11
    • Standard reports reflecting activity through the 1^st Close will be available via GLez, Business Objects, and the Budget Query (SSB) tool.
  • Monday, July 16 – campus final close
    • Journal Entries approved in the Financial Toolkit by 5:00 PM for FY18 processing.
      • Only adjustments and corrections should be submitted in this close.
    • Wednesday, July 18
      • Standard reports reflecting activity through the final close will be available via GLez, Business Objects, and the Budget Query (SSB) tool.
    • Tuesday, July 24
      • Asset/liability balances, fund balances, and encumbrances are rolled and available for viewing/processing in FY19.

This schedule can be found on the Controller’s Group website at: http://controller.nd.edu/financial-information/monthly-close-schedule/

Dear Team:

It is with great enthusiasm that I announce Dylan Reed as our Director of Campaign Strategy.  Dylan accepted our offer and will transition into his new role effective July 1^st.

The position was created to lead, facilitate, coordinate and implement key strategies and proposals for funding and transformative impact to our mission.  With an extensive background in the academy and student affairs, Dylan is very well qualified to help lead our efforts at envisioning, structuring and proposing new transformative gifts.  He will be asked to help execute strategic planning efforts with new and emerging leaders and/or committees as the University moves to close the current comprehensive campaign and envisions the next.  Given the future emphasis on multidimensional and cross disciplinary priorities that will emerge, Dylan will develop an understanding of, collaboration with, and leadership to, academic leaders related to future philanthropic opportunities and strategies.

Dylan has been an integral member of the Development team for almost seven years, the past three of which he has served the Keough School of Global Affairs and helped successfully launch the University’s newest school.  In his role within Keough, Dylan displayed outstanding leadership in the visioning, developing, structuring and marketing of multiple eight figure gifts, helping provide Keough with launch funding at critical stage of need.   Prior to serving KSGA, Dylan helped lead the growth of the President’s Circle over a four year period.  Dylan returned home to Notre Dame after holding numerous positions in student affairs at Vanderbilt University, including overseeing the launch of transformative, new faculty-led first year residential college.  Dylan received his B.A. from Notre Dame in 2003 and his M.F.A. from Notre Dame in 2006.

Dylan lives with his wife Eli, a graduate of the Kroc Institute, and their daughter Victoria, a brand new kindergarten graduate. Dylan and Eli moved back to Notre Dame in 2011 after beginning their careers together as high school teachers in eastern Kentucky, then  moving to Nashville, where they worked at Vanderbilt.  They are parishioners at St. Mary’s in Niles, Michigan, where Eli serves on the school board.

Please join me in congratulating Dylan and thanking him for his outstanding partnership and loyalty to the University!

Best regards,

Greg

Strategic Applications and Business Intelligence has an open position for a Project Manager. If you are interested in exploring this position please visit jobs.nd.edu and/or contact Carleen Quinlan.

Thank you!

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