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Feature Story
IU Police Department Signs National 30x30 Pledge
IUPD, part of IU Public Safety, has committed to increasing its number of female officers to 30% by the year 2030.
Read about the pledge
Name that EVPFA Employee!
Can you guess which EVPFA employee followed their passion for music to Northern Illinois University where they majored in music education? Keep reading to find out!
From the Desk
Get to know EVP Pinkney
Dear Finance and Administration Team:
Time flies, and here we are enjoying this beautiful summer weather working on a brand-new fiscal year. These past 5 months have been great. I have to say that I am very happy working with all of you here at Indiana University. Little by little I have been introducing myself to our units, and every day I learn more about the amazing people working with the Senior Leadership Team. I have to say that I feel very fortunate and honored to work with all of you.
Thank you for coming to the Cookout. It was so much fun! I enjoyed grilling delicious food, but more importantly, I enjoyed meeting you.
I had the pleasure to talk to a few of you, and I have to say that one of my goals in the next months is to join your team meetings and conduct visits to your offices so I can get to know you more. With that said, and in the same spirit, in this edition of The Socket, I want all of you to know me better, so I decided to share a bit more about myself and my background.
I am originally from Winston-Salem, North Carolina where I grew up in a warm and happy family. As a child, some of the things I enjoyed the most were: exploring the woods near (and sometimes not so near) our home; strolling along the creeks (and ditching our socks and shoes to walk through the same) and staying out as late as Mom and Dad would let us on warm summer nights.
One of my passions is writing so I got a bachelor's degree in English and Journalism from North Carolina A&T State University. Then I got a master’s degree in Public Administration from the University of Pittsburgh. Once I finished and served a brief stint with the U.S. Environmental Protection Agency in D.C. I returned to graduate school to pursue a Ph.D. in Political Science from UNC-Chapel Hill.
I married the love of my life, Sandra, and we have two grown sons, Evan, and Addison. I consider myself a relaxed person and have a passion for numbers and the stories they tell. When I am not crunching numbers, I enjoy outdoor activities like hiking, and of course my favorite thing to do is spending time with family and friends on planned adventures and impromptu outings! I love music, all genres, but my favorite is jazz.
I happily became the Executive Vice President for Finance and Administration of Indiana University on March 1st of this year. I have enjoyed working with the President, learning about the university, and leading our Senior Leadership Team.
Thank you for reading a little bit about me. You are a very important part of our unit, and I value what you do. I truly hope to learn about you soon. In the meantime, I want to thank you for your hard work during the end of the fiscal year and to wish you well in this second half of the year.
Dwayne
Continuous Improvement Corner
In place of the usual project updates, we thought we'd introduce the Continuous Improvement initative to our new readers. The EVPFA Continuous Improvement (CI) initiative was launched in 2016 to support the division's goal to "ensure and provide efficient and safe daily operations" and "sound financial management." This is accomplished by using Lean Six Sigma tools and collaboration of staff from across EVPFA and many other areas of IU.
CI has accomplished some amazing things since 2016! A full rundown of all the successfully completed projects, and projects currently underway, are available on the EVPFA website.
Check it out!
Department News & Updates
Employee Services, Training, & Communication (ESTC)
In June, the Financial Training & Communications team relaunched their website, training.iu.edu. If you had bookmarks or saved links on the old site, you’ll likely need to update them. We hope you’ll check out the updated site and let us know what you think!
Juliet Roberts has been meeting regularly with Travel staff to develop content for a new Travel support form which will launch this fall. This support form will mirror the functionality of the Purchasing, AP, P-Card, and SDM support form and provide answers to frequently asked travel questions in addition to links to supplemental support materials. It’s been a long, detailed, process but it’s nearing the finish line.
Additionally, Juliet has continued to rework existing Pre-Approval travel documentation to accommodate the upcoming Trip Authorization change. Juliet has done a great job breaking down existing documentation into shorter, more focused guides. A Trip Authorization Canvas course is also in the early stages of development. This course focuses on travel arranger and traveler responsibilities related to Trip-Authorization.
Luc Sinex’s work on the Diverse Supplier Search tool continues to be recognized by our IU end users, other high education institutions, and the State of Indiana. Luc’s next major project is creating websites for the Accounts Payable and Supplier Data Management (SDM) teams. Neither of these groups currently have their own web presence online. The goal is to launch both sites in fall of this year.
Finally, Sarah Chavez has been engaged by Card Services to help with the re-introduction of the Amazon Business to IU’s P-Card users. This consists of a mass email campaign to encourage users to create Amazon Business accounts, as well as development of a training to help P-Card users compliantly take advantage of all Amazon has to offer.
Office of the University Controller (UCO)
Customer Service
Two new team members joined the Customer Service crew in early July. We’re very excited to have them join the team!
Josh Browning has lived and worked in Bloomington for the past four years. He’s originally from Sidney, Ohio. He and his wife, Holly, moved to Bloomington in 2018 when he was promoted to general manager at Buckle in the College Mall.
They have two little boys: Jonas, 2 years old, and Jack, 4 months old. Josh has a heart for people and a mind for problem solving which makes him a great fit for our team. Welcome aboard, Josh!
Lisa Goch also joined the Customer Service team in July. Lisa has a bachelor’s degree in Communications from IU and has a background in customer service, finance, and communications. She’s worked in a variety of positions including Retail Area Manager at Lechter’s Housewares, Communications Specialist at Boston Scientific, and Commercial Credit Administrator at Hoosier Hills Credit Union.
Lisa spends her Saturday mornings at the Woolery Farmers’ Market or at the Bloomington Winter Farmers’ Market. She is the Market Manager for both! In her free time, she loves to cook and enjoys exploring the amazing trails in Southern Indiana.
Welcome, Lisa, we're happy you're here!
University Accounting & Reporting Services (UARS)
Troy McAlister recently accepted the University Accounting & Reporting Services (UARS) Manager position. In his new role, he will be responsible for consulting and accounting oversight, project management, and will serve as the University Chart Manager. Troy has done a fantastic job and we are very excited to have him in this new role.
University Collections & Loan Services (UCLS)
Please join us in welcoming Kristina Westfall to the University Collections & Loan Services (UCLS) function. Kristina has been hired into an hourly position and will be assisting UCLS with a variety of administrative and collection activities.
Kristina graduated from Indiana University in 2004 with a Bechelor of Science in Elementary Education and Special Education. After graduating, she had a teaching position in Martinsville for seven years.
Kristina is returning to the work force after having a wonderful opportunity to spend the last 11 years raising her children.
Procurement Services
Purchasing
A warm welcome to Morgan Love who joined the Scientific team as a Purchase Representative. Morgan will be teaming up with Daniel Heidenreich to support the commodities managed by Vanessa Freeman, Ash Earl, and Kourtney Parrott.
Morgan has been employed by the university for 5 years as a Procurement Representative for the Department of Biology. We're grateful to have her experience from the department side in the Scientific team! Morgan has an almost-1-year-old son named Huxon and has been married to her husband, Cory, for 2 years. Welcome to the team, Morgan!
Purchasing is excited to welcome another new team member, Rebecca Lutton, to the Professional Services team! Rebecca has been hired as a Category Manager and will cover the commodities previously managed by Lana Forbes.
Rebecca lives in Evansville and previously worked at the University of Southern Indiana as the managing and marketing director for their theatre programs. She is actively involved in improving animal welfare and is a volunteer at her local humane society where she fosters kittens. She also has a spunky Arabian horse named Muntasir (Moon, for short) and enjoys riding him as often as she can. Welcome, Rebecca!
Travel Management Services
Travel Management Services Director, Patty Cole, would like to recognize Brittany Veal, Procurement Card Manager, for being invited to join the NAPCP Higher Education Advisory Team (HEAT).
HEAT advances the effectiveness of Commercial Card programs through collaborative networking and cooperative initiatives. NAPCP is the Professional Association for the Commercial Card and Payment Industry. Congratulations, Brittany!
Public Safety
Tricia Edwards, Director for Dispatch Communications at IUPD since 2016, added Chief Diversity Officer to her title. She will continue to create and implement a strategy to increase IUPD's diversity university-wide.
Tanner Thimling recently became Director for Compliance for IU Public Safety. He has worked at IU since 2014 when he accepted a position with the Office of Research Administration. He moved to Internal Audit in 2017 where he worked as a senior operations and financial auditor.
Heather Braun was promoted to Director for Accreditation and Strategy for IUPD with the rank of major. She will continue developing and editing IUPD policies to meet national accreditation with the International Association of Campus Law Enforcement Administrators (IACLEA).
Chris Collins, Assistant Director for Professional Standards and Education at IU Public Safety, has been promoted to the rank of captain. Chris is part of the team that oversees university-wide police training and is assistant director of the IU Police Academy.
Beau Middaugh began a new position as Manager for IT Full-Stack Development with IU Public Safety. The former university director for environmental health and safety, Beau has also served in roles as senior industrial hygienist/EHS system manager and, most recently, software engineer for IU Public Safety.
Cheryl Wagner has transitioned to a full-time role as IU Public Safety's graphic designer. Cheryl began her career with us in 2014 as a part-time graphic designer. While working on a master's degree at IU, she worked as a user experience (UX) designer for IU's data science program and returned to our office in 2018.
Chris Harvey has been named the director of Health Physics and Radiation Safety Officer with Environmental Health and Safety at IUPUI, pending official acceptance of the appointment by the Nuclear Regulatory Commission. Chris began his tenure with Indiana University in 2015 as a health physicist/assistant radiation safety officer and has served as the manager since his promotion in 2020. He has extensive institutional knowledge and experience in health physics.
Steve Miller was promoted to Division Chief for IUPD's South division which includes IU Southeast, IUPUC, and Evansville. Steve has nearly 33 years of law enforcement experience, beginning his career in 1985 with the New York City Police Department. His twenty-year career at IUPD began in 2002 at IU Southeast as an officer. Before becoming chief of IU Southeast five years ago, he held the ranks of sergeant and lieutenant.
Scott Dunning was promoted to Division Chief of IUPD's Central division, which includes IUPUI, IU East, and IU Kokomo. Scott joined IUPD in 1995 at IUPD-Bloomington. In 2011, he joined the IUPD-IUPUI division where he served as a patrol officer, sergeant, training coordinator, and lieutenant. In 2016, he was appointed chief of the IUPD-East division, and in 2021 he was appointed interim chief of the IUPD-IUPUI division.
Brice Teter was promoted to Deputy Chief for IUPD's Central division. Brice joined IUPD-Bloomington in 2001 as a cadet, graduated from the IU Police Academy in 2002, and served as a part-time officer until his graduation from IU in 2003. He was hired as a full-time officer with IUPD-Bloomington in 2005 and was promoted to sergeant in 2011. He was promoted to lieutenant in 2014 and served as the Bloomington division's field training unit coordinator until 2021.
David Day, who oversees IUPD-Bloomington's Clery program, is being promoted to the rank of lieutenant. David has been in law enforcement for thirty years. In 2020, Day was hired as the Clery compliance sergeant at IUPD-Bloomington.
The Lunch Room
Last quarter’s Lunch & Learn was an in-person field trip to the Lilly Library on Bloomington campus! This astounding resource is IU’s rare books, manuscripts, and special collections library and is home to thousands of wonders like original Star Trek scripts (and Spock’s ears!), Oscars, a tiny Magna Carta, a lock of Edgar Allen Poe’s hair, and George Washington's letter turning down the proposal to make him king but stating that he would consider accepting presidency.
The library staff provide guided tours to dozens of groups each week, some of whom come to visit the collection from other states and even other countries! Understandably, too, as it's a rare privilege to come face to face with priceless original editions of James Audubon's illustrations or the Gutenberg Bible.
It's hard to choose a favorite exhibit, between the puzzle toys, miniature books, important historical documents, and gorgeous art. In the interactive room, your colleagues had the opportunity to touch and handle medieval manuscripts, cuneiform tablets, and more.
The Lunch & Learn attendees also had a brush with fame as we each had the opportunity to hold the suprisingly heavy, 8.25 lb, Academy Award given to John Ford for directing Gone with the Wind in 1940.
Realizing we share a campus with some of the world's rarest creations was certainly humbling. If you're looking for something fun, free, and air conditioned to do with friends and family, check out the Lilly Library!
Kudos & Celebrations
Celebrating the amazing accomplishments, both professional and personal, of our EVPFA colleagues!
Kudos
Big thanks to everyone who helped facilitate the financial statement audit interim work and site visit in June from the auditors with Plante Moran! UCO Financial Reporting (Shannon Bissell, Adam Hadley, Ben Rudman, Bill Overman, Adrian Campbell, and Maggie Harrell), UCO Systems (Sterling George, Tracey Tompkins, Tracey Mui, Bryan Keleher, and Cody Bunn), UCO Payroll (Margot Burke and John Brumley), UCO Capital Assets (Joy Maddox) and UCO Cash Accounting (Kathy Cochard, Ha Nguyen, and Sadie Schmidt) were all involved, and we are in great shape for the upcoming audit starting in August! With our new auditors, the workload has increased all throughout the year and these teams have done a great job in stepping up to the challenge.
Kudos to the Accounts Payable team on a strong finish to fiscal year. Despite some hiccups with EDM, the team worked hard to stay on top of year-end invoices.
Thank you to all EVPFA groups involved in working together to facilitate a shorter YE close this year – UCO was asked to move up the close date nearly a week by the auditors and we appreciate everyone’s willingness to reorganize to make this change happen!
Kudos to Tina Smith, UARS, for the leadership that you have provided to Recharge Accounting.
Congratulations to Ann King, UCLS, who celebrated her 35-year work anniversary at Indiana University in July. Ann is always willing to train and collaborate with other staff and we are grateful for all her hard work as we navigate the recent system changes. Thank you for all your efforts!
Congratulations to Steve Miller and Ryan Keller, IUPD, for reaching 20 years of service at IU. Thank you for helping to keep IU safe!
Kudos To Brian Moellers, who accepted a new position in the IU Office of the Treasurer as Assistant Director of Financial Analysis & Investment Management. Brian has been working for the last 4 years as a Financial Analysis & Planning Associate University Director for the Budget Office. He has been an amazing, hardworking, and dedicated teammate and will be deeply missed by everybody at the Budget Office.
Brian Moellers also celebrates 15 years of total service at IU this quarter! Congratulations, Brian, and good luck in your new position!
Huge shout out to the entire UCO Dev Team! Your assistance in streamlining and enhancing several UCLS processes, updating UARS reports, and assisting with year-end closing has been priceless, and we are extremely grateful.
Congratulations to Margie Santner in Purchasing! Margie was promoted to Contract Associate on the Professional Services team.
Kudos to Ireli Babbs, UCLS. Thank you for the leadership and countless hours you have put in to help our students, stakeholders, and our staff!
Hip, Hip, Hooray for DeeDee Whittaker, Supplier Diversity, and Jami Bennett-Hamman, Environmental Health & Safety, who celebrate 15 years at IU this quarter!
A big thank you to Ron Reuter and Orah Cullison, UCO, for continuing to update IT equipment in UCO and for adjusting to accommodate the Simon renovation project.
Congratulations to Amanda Light, UCLS, who celebrated her 10-year work anniversary at Indiana University in May. Amanda is a great asset to the University Collections and Loan Services team. She is always willing to jump in and help her team in any way she can. Thanks, Amanda, for all your dedication and hard work!
Vicki Chasteen, IUPD, and Kathi Sipes, Purchasing, also celebrate 10 years of service this quarter. Thank you both for all you do to support IU!
A huge thank you to Phil Voorheis, UCLS, for all the support you have provided to the UCLS team!
A special thank you goes out to Matt Gonzalez, Sara Hawk, and Amanda Thoman in University Bursar for all their work and help getting Fall 22 tuition and fees assessed for all 9 campuses. We appreciate you!
Kudos to Amanda Light and LeAnn Snoddy for all your efforts to place and rotate accounts to the external collection agencies.
Tally Thrasher achieved Lifetime Status as a Certified Purchasing Manager (CPM). CPM Lifetime Status is achieved through 18 years of professional purchasing experience and the completion of 252 continuing education credit hours during that same period. An amazing accomplishment – congratulations, Tally!
Kudos to Phoebe Coble, CrimsonCard, for successfully pushing through new year-end processes for her and extra CrimsonCard work with Marla Fry’s retirement and CrimsonCard’s transition to UITS.
Kudos to Neil Cindrich, Recharge Accounting, for getting through hundreds of recharge rates prior to fiscal year-end.
Kudos to Joel Easton, UARS, for all your efforts on the reconciliation project. You have done a great job!
Congratulations to Jo Anna Sellers and Hannah Crow, University Bursar, for achieving 5 years of service at IU. Thank you for everything you do to support IU and its students.
A whole host of awesome folks across the EVPFA division also celebrate 5 years of service at IU this quarter. Be sure to congratulate these stellar staff members if you happen to cross paths: Michelle Whited, Environmental Health & Safety, Steve Haverly, INLOCC, Wendy Dixon, IUPD, Trent Carter, IUPD, Amanda Owens, INLOCC, Mitch Druckemiller, INLOCC, Nikki Pavlopoulos, Payroll, Ireli Babbs, UCLS, Cody Bunn, UCO Systems, Cassie Rosenburgh, Payroll, and Storm Dreadfulwater-Keller, IUPD.
Celebrations
Congrats to Brooke Pashley, Treasury, who graduated from Indiana Wesleyan University in Spring 2022 with her MBA!
Congratulations to Troy McAlister, UARS. Troy was recently appointed to the Indiana CPA Society Young Professional Leadership Academy. This is a two-year program for CPAs 30 and under that works to build and improve leadership skills. He will have the opportunity to network and learn from high-level accounting executives in the state. Troy has made great contributions to our department and the university during his first year and we are very excited for him to have this opportunity. Congratulations, Troy!
Congratulations to Jennifer Flick, Accounts Payable, on the birth of her granddaughter, Remington Leigh, on July 14! Baby and mom, Kayla, are doing great.
Congratulations to Michelle Parks, UCO Customer Service, on the birth of her second great-grandson. Kasey Tyler Kirkman was born on 6/21/2022 weighing 6lbs. 2.98oz. Kasey was welcomed home by his 3-year-old big brother, Emmett.
Melissa Smith, Treasury, welcomed a new furry bundle of energy to her family! Four-month-old Beau joined older brother Milo and sisters Zoe and Nala and is adjusting well to his new fur-ever home.
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| Jennifer Flick's granddaughter, Remington Leigh | Emmett holding his new baby brother, Kasey. Both are great-grandsons of Michelle Parks | Beau, Melissa Smith's fuzzy new edition. Look at those paws! |
