Budget Partner Forums
Budget Partner Forums are open to those who work directly with budget/planning/fiscal strategy as part of their job responsibilities. The goal of the forums is to take a deeper dive into topics related to budget and finance, to answer questions, and gain insight through feedback and discussions. The format for the conversations is informal and attendees are encouraged to bring their questions.
Subscribe to the financial planners listserv to receive forum notifications. To clarify, the Financial Planners listserv is for financial strategic services staff, college or departmental financial planning partners and those whose PRIMARY responsibilities include working directly with the Office of Budget and Resource Planning to submit materials to meet budgeting deadlines.
2024-2025 Meeting Schedule
Date | Time | Topic | Meeting Link |
October 21, 2024 | 11 a.m.-12 p.m. | Introduction to Adaptive Planning | Zoom |
November 20, 2024 | 11 a.m.-12 p.m. | Projections & Settle Ups (F&A/Differential Tuition) | Zoom |
December 10, 2024 | 1-2 p.m. | SCH by Fiscal Year of the SRBM tool | Zoom |
January 22, 2025 | 11 a.m.-12 p.m | FY26 Budget Planning | Zoom |
April 24, 2025 | 1-2 p.m. | TBD | Zoom |
May 21, 2025 | 11 a.m.-12 p.m | TBD | Zoom |
June 12, 2025 | 10-11 a.m. | TBD | Zoom |