JANUARY 2003 BA MEETING AGENDA - Finance & …



September 2017 BA Meeting

September 29, 2017

109 SH-DH 10:30 – 12:00

Vice Dean of Finance Harlan Sands thanked BAs for a successful year at Wharton, currently ranked first in the Forbes ranking of MBA programs.

Introductions

Quyen Le is the new BA for Grad Division; Erika Castillo is a new BA in the Leadership Program.

Human Capital Management Update

Julie Shuttleworth and Chris Blickley updated BAs on Workday@Penn, which will integrate, standardize, and optimize outdated systems including UMIS Payroll, PennWorks, and PTO. Full implementation is currently scheduled for January 2019.

Please see the slide presentation for more details. Questions and comments may be directed to hcm-announcement@upenn.edu – Harlan Sands is serving on the Steering Committee for Wharton.

Two-Step Password Program

John Singler and Dan Alig informed BAs that the University will be adopting two-step verification as of 11/14/17 to add to the security of the PennKey. There will be two events in October to help staff with enrollment, which is a single, simple process.

If you’d like to enroll on your own, go to



Then choose Manage Settings to proceed.

See the slide presentation for more details and screenshots.

Financial Recap

Jim Quinn reviewed the year’s financial outcome, including growth in Executive Education and WRDS. Additional Student Aid funding is currently a major goal, and there are several large capital projects in the pipeline.

Audit Update and Lessons Learned

Denise Mount reviewed the current status of the FY17 Departmental Review audits and lessons learned. Future goals include process improvements such as monthly reconciliation and ways to strengthen Wharton’s internal financial controls. Enhanced financial training programs are recommended in various areas including sponsored research, gifts and endowments. The various travel and purchasing card usage is currently under review. BAs should receive their audit results by 11/15/17.

Please see the slide presentation for details.

Announcements

Enhancements to the Penn Marketplace are currently in development. The intention is to provide greater visibility into the status of onboarding, invoicing, and payment transactions for both end users and suppliers. The enhancements will also include electronic processing of non-PO payments (PDAs) as well as approvals. Please refer to Penn Purchasing's site for more information.

E-Time Implementation should be complete by 12/31/17. Training sessions are scheduled for 10/5 and 11/7/17. Please email bboyer@wharton.upenn.edu if you have questions.

Clean Up Day will be held 10/6/17. Email Bridgette Devine - devinebr@wharton.upenn.edu – with queries.

Sarah Grady emailed BAs regarding P1 Projections, which should be complete by 11/17/17.

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