1. Financial Focus Group September 23, 2009 1360 Biotechnology Center

2. Welcome!!  Introductions  Why now, why a focus group?  Financial Group email  Brainstorming, what are your ideas?  The Future

3. Introductions  Who are we? CALS Business Services and CALS Research Division  Sandy Baumel  Donna Christen  Chris Cowdrey  Sandy Fowler  Judy Tonstad  Our roles in the group  Who are you? Your role in your unit

4. Why a Focus Group? Why now?  To create a more cohesive group to ensure all employees feel involved in the CALS community  Financial personnel have key roles and yet there is no group  Way to get information out there to you  Way to get help, find ideas  Networking

5. Financial Group email  cals_financials@lists.wisc.edu cals_financials@lists.wisc.edu  Listserve email compiled by pulling financial titles, and accountant titles  Anyone can join, even if they don’t have a financial title Understood that titles and roles vary across the college (and campus) Need to email Sandy Fowler at sfowler@cals.wisc.edu to be added. sfowler@cals.wisc.edu

6. Financial Group email  Some basics Keep in mind if you reply to an email generated from this listserve you will be sending it to everyone on the list Not to be used as a way to solicit in any way Follow email etiquette

7. What are your ideas?  Input and feedback are welcome and encouraged  Lots of material, training, and people resources available  Email any one of us at any time with suggestions  A name for the group

8. The Future  Meet once a month for about an hour Best day of the week?  Location Same place, switch it up?  Topics lead to longer specific training topics  Volunteers to lead meetings  Use the email as primary source of contact  Events Holiday get togethers Union Terrace get togethers

9. Thank you for coming!  Contact info Sandy Baumel, sbaumel@cals.wisc.edu, 262-2084sbaumel@cals.wisc.edu Donna Christen, dchristen@cals.wisc.edu, 262-7522dchristen@cals.wisc.edu Chris Cowdrey, ccowdrey@cals.wisc.edu, 262-1999ccowdrey@cals.wisc.edu Sandy Fowler, sfowler@cals.wisc.edu, 262-3947sfowler@cals.wisc.edu Judy Tonstad, jtonstad@cals.wisc.edu, 262-8666jtonstad@cals.wisc.edu