Budget Partner Forums

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