Fiscal 2018 Year End Close Schedule

  • 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 30th.
    • 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 25th 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 29th 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 1st and July 10th 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 – 1st 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 1st 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 1st 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/

Appointment of Dylan Reed as Director of Campaign Strategy

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 1st.

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

Appointment of Stu Fortener as Executive Director, Regional Development

Dear friends,
I am thrilled to announced that effective July 1st, Stu Fortener will assume the position of Executive Director, Regional Development. Reporting to me, Stu will provide strategic leadership for all of Regional Development. In this capacity, Stu will manage the various Sr. Directors of Regional Development and be responsible for outlining a vision, strategy, structure, and best practices for individual giving at Notre Dame. Stu will invest in best practices, provide inspiring leadership and management to ensure the individual leadership prospect pool for all regions is cultivated to its greatest philanthropic potential, outline a vision for consistent execution of the Sr. Director role, and focus on strategic cultivation, solicitation, and stewardship of giving across the regions.
For the past five years, Stu has provided exceptional leadership of our West region, ultimately leading the region to unprecedented levels of philanthropic revenue to the University. Prior to his tenure with the West region, Stu served as Director of Academic Advancement for the Mendoza College of Business, working with both Carolyn Woo and Roger Huang on the strategic direction and priorities of the college.
Stu joined the University of Notre Dame in 2010, after a successful career with Temple-Inland, a Fortune 500 building products and packaging company. In his role as General Manager, he led the sales and manufacturing functions for operations in Raleigh, Kansas City and Chicago. Prior to his operations assignments, Stu was Manager of Marketing Strategy for the company. In the role, he developed sales and marketing plans for all core businesses, and coordinated the Strategic Partnership program with key national accounts. He served on the company’s Leadership committee acting as a mentor for newly appointed senior managers. Prior to Temple-Inland, Stu worked for Marathon Oil Company as a Marketing Representative and a District Manager. He also interned at Procter and Gamble as an Assistant Brand Manager. Stu received his B.A. from Bowling Green State University in 1990 and his M.B.A. from the University of Notre Dame in 1997.
Stu and his wife, Jennifer, have two sons (Luke and Kyle), and are extraordinary members of the South Bend community. I couldn’t be more pleased that Stu’s leadership will continue to elevate the trajectory of our team, and am grateful for his partnership.
Please join me in congratulating Stu!
In Notre Dame,
Micki

 

A NEW ADDITION TO THE NOTRE DAME FAMILY!

At 10:04 AM ET Thursday (6/7/18), Lin Wang gave birth to a baby girl — Jordan Enze Wang.  Jordan is an “early admit” to Notre Dame’s Class of 2041.
Lin and Jordan are doing great and will be returning home tomorrow morning.
Jim Small

Open Position: Project Manager

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!

— 

Here Come the Interns!

Colleagues-

Please join me in welcoming the summer 2018 cohort of the University Relations Internship Program.

From June 4 to July 27, each intern will lead a resume-worthy project, receive mentoring, participate in professional development and immersion activities, and benefit from CASE learning resources, including a trip to Washington DC June 24-26.  See more details about this summer’s program.

Many thanks to all who will supervise, mentor, host, and collaborate with our talented cohort.

For Notre Dame,

Bryan Reaume

 

How You Can Invest

  1. Take an intern to coffee or lunch.
  2. Listen to their stories. Share yours.
  3. Inquire about their perspectives as Notre Dame students.
  4. Make introductions. Assist their networking efforts.
  5. When requested, participate in their projects.
  6. Tell them the “why” of your service to Notre Dame and University Relations
  7. Invite an intern to share at your team meeting, benefactor visit, or event. Interns will work their supervisors to confirm availability.

 

Jon Hannah Announcement

Dear Colleagues,

It is with joy for Jon Hannah that I share with you that starting July 1 Jon will serve as the new Director for the Church, State, & Society Program through the Law School.  As a J.D. himself, Jon has worked closely with the Law School faculty on proposals during his four years in Foundation Relations.  We thank Jon for his valuable work on the FR team and look forward to his being a partner to us through this new role in the Law School.

Best,
Michelle