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L&S Budget Office Communications & Office Hours

This page is a collection of emails from the L&S Budget Office to L&S chairs, directors, and department administrators. This page also contains topics and links from virtual office hours hosted by the L&S Budget Office.

The L&S Budget & Finance Office holds monthly office hours during the academic year. The intended audience is L&S Chairs/Directors, Department Administrators, and Payroll and Financial Staff.

Questions and topics may be sent through the following form at any time: Questions for the L&S Budget & Finance Office

Fiscal Year 2025 - Emails

Communications related to the L&S Budget & Finance Office sent in fiscal year 2025.

Emails - FY25
Date Sent	Email Message, plus related links or attachments	Sent By
2/10/2025	FY26 Budget Build for Fund 131 and Fund 136 Programs L&S Budget Build: Overview & Timeline L&S Budget Build: 131 Programs L&S Budget Build: 136 Programs	Mary Beth Roberts
1/8/2025	Upcoming Deadlines for Professorships (March 7) and Undergrad and Graduate Fund Review (February 14) Professorships and Awards in L&S	Tina Nielsen
11/27/2024	Cancellation of Office Hours for December L&S Budget Office: Useful Reports & Look-ups L&S Administrative Regional Teams	Kesha Weber
10/28/2024	RE: Date Change for October L&S Budget Office Virtual Office Hours: October 31, 2024	Kesha Weber
10/1/2024	Date Change for October L&S Budget Office Virtual Office Hours: October 31, 2024	Kesha Weber
9/6/2024	CANCELLED: L&S Budget Office Virtual Office Hours for Tuesday, Sept 10th	Mary Beth Roberts
8/19/2024	Save the date! L&S Budget Office Virtual Office Hours: Fall 2024 semester	Amanda Mahr
7/30/2024	Tracking Foundation Funds	Eric Wilcots

Fiscal Year 2025 - Office Hours

Audience: L&S Chairs, Directors, and Department Administrators, Payroll and Financial Staff

These meetings will be on the second Tuesday of each month. Invites are sent to the L&S department administrator and chairs/director email lists. Please forward the invites to payroll and financial staff.

Meeting topics for fall 2024 are still being determined. Please use our form to send topic requests: Questions for the L&S Budget Office

Office Hours - FY25
Date	Topic	Related Links & Attachments
9/10/2024	Cancelled
10/31/2024 (Rescheduled from 10/8/2024)	Mid-year forecast: Tips & Tricks for your unit's financial data	L&S Budget Office: Useful Reports & Look-ups

Fiscal Year 2024 - Emails

Communications related to the L&S Budget & Finance Office sent in fiscal year 2024.

Emails - FY24
Date Sent	Email Message, plus related links or attachments	Sent By
5/30/2024	REVISED: FY25 Changes to the BSR Memo: FY25 Changes to the BSR [REVISED] KB page with memo: Memo: L&S FY25 Changes to the BSR	Eric Wilcots
5/23/2024	ACTION REQUIRED: End of Year Gift Fund Balances L&S Gift Management: Main Overview L&S Gift Management: Disbursements from the UW Foundation End of Fiscal Year 2024 Reminders	Eric Wilcots
5/20/2024	CAT Load to HRS: L&S Budget Office Guide for Fiscal Year 2025 2025 HRS funding summary, May 2024	Mary Beth Roberts
5/13/2024	RE: Save-the-Date for the Budget Office Virtual Drop-in Office Hours on Tuesday, May 14 from 2:00 - 3:00 PM	Kesha Weber
5/13/2024	End of Fiscal Year 2024 Reminders	L&S KB News Item
5/7/2024	Save-the-Date for the Budget Office Virtual Drop-in Office Hours on Tuesday, May 14 from 2:00 - 3:00 PM	Kesha Weber
4/29/2024	FY25 Changes to the BSR Memo This memo was later replaced by the BSR memo sent 5/30/24 Revised / Current: Memo: L&S FY25 Changes to the BSR Original: Memo: FY25 Changes to the BSR Memo: L&S FY25 Changes to the BSR	Eric Wilcots
4/8/2024	Save-the-Date for the Budget Office Virtual Drop-in Office Hours on Wednesday, April 17 from 10:00 - 11:00 AM 2024 Summer Payroll for Centralized + and Decentralized Departments [Link for document 24025 is unavailable at this time] Summer Accounting in L&S Summer Term: Details on Financial and Expense Reports	Kesha Weber
3/11/2024	Event Reminder: Budget Office Virtual Office Hours on March 12 Topic: Budget Build: Overview & Timeline	Kesha Weber
3/4/2024	FY25 Budget Build: Departmental Planning Spreadsheets (DPS) available; Budget Office Virtual Office Hours on March 12 L&S Budget Build: Overview & Timeline FY24 Office Hours	Mary Beth Roberts
2/14/2024	REMINDER: L&S Budget Virtual Office Hours: Wednesday, February 14 at 11:00AM - 12:00PM FY24 Office Hours L&S Budget Build: Overview & Timeline	Kesha Weber
2/10/2024	RE: FY25 Budget Build Beginning Process Information L&S Budget Build: Overview & Timeline FY24 Office Hours	Kesha Weber
2/5/2024	Departmental Input Regarding Workday Security Role Mapping Survey - Round 2	Jennifer Klippel
2/5/2024	FY25 Budget Build Beginning Process Information L&S Budget Build: Overview & Timeline	Mary Beth Roberts
2/2/2024	L&S Budget Office Virtual Drop-in Office Hours: Spring 2024 Semester FY24 Office Hours	Kesha Weber
1/12/2024	Follow-up on salary fixed split funding due to pay plan L&S Budget Office Presentation: Fixed-Faculty Funding	Mary Beth Roberts
1/5/2024	L&S Budget Office Presentation: Fixed-Faculty Funding	Mary Beth Roberts
11/27/2023	Semi-Annual Forecast and One-Time Tally Sheet Request Process Memo [Link for document 133035 is unavailable at this time]Memo: L&S Semi-Annual Forecast and One-Time Tally Sheet Request Process [Link for document 122388 is unavailable at this time]Memo: L&S List of Acceptable Uses of One-Time Balances on BSR Tally Sheets	Eric Wilcots
10/26/2023	Workday Internal & External Billing Security Role Mapping Survey	Jennifer Klippel
9/6/2023	REMINDER: Departmental Input Regarding Workday Security Role Mapping Survey	Kesha Weber
8/31/2023	Departmental Input Regarding Workday Security Role Mapping Survey	Jennifer Klippel
8/31/2023	L&S Final Financial Reports for Summer 2023 Final Financial Report with Revenue	Amanda Mahr
8/30/2023	Budget Reallocation Update August 29, 2023 - Welcome/Kick-Off Plenary L&S Budget Status Reports: overview and policy	Eric Wilcots

Fiscal Year 2024 - Office Hours

Audience: L&S Chairs, Directors, and Department Administrators, Payroll and Financial Staff

Office Hours - FY24
Date	Topic	Related Links & Attachments
5/14/2024	Preparing for End-of-Year Processes	End of Fiscal Year 2024 Reminders
4/17/2024	Preparing for Summer Funding: Emphasis on Summer Service and Payroll	[Link for document 24026 is unavailable at this time] [Link for document 24025 is unavailable at this time] Summer Accounting in L&S Summer Term: Details on Financial and Expense Reports
3/12/2024	DPS Overview	L&S Budget Build: Overview & Timeline
2/14/2024	2025 Budget Build Introduction	L&S Budget Build: Overview & Timeline
12/21/2023	How to read budget and revenue transfers.
11/15/2023	Overview of professorships and how to manage them.	Professorships and Awards in L&S
10/31/2023	Overview of gift (233) and trust (161) funds.	L&S Gift Management: UW Foundation Policy Overview L&S Gift Management: Disbursements from the UW Foundation
9/28/2023	Financial close of the 2023 Summer Term.	Final Financial Report with Revenue Summer Accounting in L&S
9/19/2023	Budget Status Reports: back to basics and review of new developments.	[Link for document 120998 is unavailable at this time]

Fiscal Year 2023 - Emails

Communications from L&S Budget & Finance Office
Date Sent	Email Message, plus related links or attachments	Sent By
5/22/2023	CAT Load to HRS: L&S Budget Office Guide for Fiscal Year 2024 2024 HRS funding summary	Kesha Weber
4/13/2023	Summer 2023 Reallocation Exercise Memo Memo: Summer 2023 Reallocation Exercise	Eric Wilcots
2/28/2023	FY24 DPSs in the Box and Save-The-Date for the Budget Office Virtual Office Hours on Tuesday, March 7th from 1:00 2:00 PM FY23 Office Hours Download DPS from departmental Box folders: Budget Office Folder / Annual Budget Process / FY24	Kesha Weber
1/30/2023	L&S Budget Office Message: FY24 Budget Build has starte - Please start checking the Box folder 2023-24 Budget-related due dates Detailed instructions in departmental Box folders: Budget Office Folder / Annual Budget Process / FY24	Mary Beth Roberts
11/8/2022	List of Acceptable Uses of One-Time Balances [Link for document 122388 is unavailable at this time]Memo: L&S List of Acceptable Uses of One-Time Balances on BSR Tally Sheets	Tina Nielsen
9/13/2022	Buyout Policy Memo Memo: L&S Buyout Policy Framework Effective FY23	Tina Nielsen
9/9/2022	L&S final financial reports for summer 2022 Final Financial Report with Revenue	Amanda Mahr
8/29/2022	L&S Salary Exercises for 2022-23 [Link for document 120945 is unavailable at this time]	Tina Nielsen
8/26/2022	Changes to BSR accounting for faculty budgets Memo: L&S Changes to BSR Accounting Rules for Faculty Budget Effective FY23	Tina Nielsen
8/12/2022	Information Regarding FY 2023 BSRs - Correction	Lori DeMuse
8/11/2022	Information Regarding FY 2023 BSRs	Lori DeMuse
7/1/2022	Central Funds for Compensation Adjustments for FY2022-23 [Link for document 120945 is unavailable at this time] UWMadison prepares to implement 202223 compensation strategy	Tina Nielsen

Fiscal Year 2023 - Office Hours

Audience: L&S Chairs, Directors, and Department Administrators, Payroll and Financial Staff

Office Hours - FY23
Date	Topic	Related Links & Attachments
6/8/2023	FY24 Budget Load into HRS End-of-fiscal year details and deadlines related to funding
4/19/2023	Fixed Faculty Funding	L&S Budget Office Presentation: Fixed-Faculty Funding
3/7/2023	Budget Build & Department Planning Spreadsheets (DPS)
2/2/2023	FY24 Budget Build process
11/8/2022	How to find a project balance in WISER Budget-related questions.	[Link for document 58412 is unavailable at this time]
9/6/2022 9/8/2022 9/27/2022	Changes to the Budget Status Report (BSR) accounting for faculty budgets Funding questions for the L&S Salary Exercise for 2022-23 Funding questions related to setting up funding of faculty and staff for the beginning of the academic year

Keywords:

funding, budget office, DPS, email to department admin, email to chairs, fiscal year 2025, fiscal year 2024, fiscal year 2023, archive emails, funding splits, FY25, FY24, FY23, main overview, memos, overview page, process,finance

Doc ID:

134901

Owned by:

Amanda M. in L&S KB

Created:

2024-01-22

Updated:

2025-09-02

Sites:

L&S KB

Clean URL:

https://kb.wisc.edu/ls/budget-emails

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