Presentation Archive

Presenter(s): Financial Management Team

In this session, subject matter experts from Financial Management review the new website layout for the Managing Money space of the Administrative Services Gateway.

Presenter(s): Valerie Dennis, Financial Management

UB has significant investments in assets and is committed to recording, maintaining and safeguarding those assets against loss. This session will review the responsibilities of departments involved in managing UB's assets. Topics will include physical inventory, tagging, security and disposals.

Presenter(s): Kimberly Brown, Meg Mitchell, Financial Management

This session explores the travel and expense reimbursement system along with the travel policy. Learn which modules to use and when, what ones are required, how to create an itinerary and when and how to allocate your expenses. Learn what documentation is required to be attached to each report.

Presenter(s): Valerie Dennis, Financial Management

Learn about the different card programs available with research participants (sponsored and non-sponsored research funding), students and other third parties (State IFR and research funding). The session reviews the programs, use cases, application process, onboarding process and reconciliation process for research participants, students and other third parties. 

Presenter(s): Erin Guiffrida, Carrie Hutchins, Sean Wong; Financial Management

Learn more about the different types of fee revenue collected on campus and the appropriate accounts revenue should be deposited into. Explore the evolution of UB, Research Foundation and UB Foundation Marketplace, review their functionality and preview upcoming enhancements for the product.