The Academic Financial Planning Optimization team came together to coordinate, standardize, and enhance academic financial reporting and analysis. This report outlines the team’s plan to partner with academic financial managers to improve decision making and reduce time spent accessing, manipulating and validating data. 

Read the team's full report [pdf]

See the summary action plan [pdf]

See the slides from the team's February 1 presentation [pdf]

Click below to watch the team's presentation (31 min.)
or go to full-screen format

February 2024