CALS DDO - Points of Contact - Business/Financial Services

This document outlines the points of contact for the Office of Business Services within the College of Agricultural and Life Sciences.

Updated December 2024
For more detailed information about this series of documents, please return to the CALS DDO - Points of Contact - Overview.

Overview:

calsfs@cals.wisc.edu
CALS Business Services strives to be a model service organization by providing cost effective and quality services on a timely basis, improving communication with the customers we serve, ensuring the integrity and wise use of the fiscal, human, and physical resources of the college, providing training programs that are informative and will enhance the productivity of departmental staff, improving our technological skills to promote efficacy and efficiency, and creating a positive work environment that allows personnel to collectively and individually complete their job responsibilities and achieve their full potential.

Staff:

Angela (Angie) Seitler, Associate Dean for Finance and Administration
  • Oversees the college's administrative operations of CALS Business Services, CALS Human Resources, and CALS IT
  • Plans, directs, and manages strategic planning initiatives for college finance and administrative functions
  • Develops, recommends, and implements approved policies and procedures, and ensures strategic alignment
  • Responsible of all aspects of college budgeting, financial planning, human resources, data management, information technology, and post-award financial operations, compliance, and audits
  • Responsible for all funds distribution, balances, expenditures, and reporting for the college
Ann Bourque, Budget and Finance Director
608-262-2084, ann.bourque@wisc.edu
  • Responsible for providing analytics needed for decision making, including interpreting metrics and reporting strategies
  • Advise on the implementation of new information collection systems and changes
  • Manages accounting staff
  • Responsible for policy and procedure development
  • Official Function and Accountable Plan approval
  • Divisional purchasing card management and travel coordinator 
Deb Juneau, Associate Director for Business Planning
  • Manages accounting and budget analysis staff
  • Responsible for policy and procedure development
  • Approves all revenue-generating activities
Sandy Peterson, Business Services Manager
Jay Beiser, Accountant
608-890-3348, jbeiser@wisc.edu
Cheryl Gabel, Accountant
608-263-1594, cheryl.gabel@wisc.edu 
  • Academic Affairs, CALS Administration, CALS External Relations/Communication, Ag Research Stations, Dairy Innovation Hub (Divisional Approver) 
Kara Luedtke, Project Manager
  • Project manager to college-level priority projects, supports programs to advance the college's development priorities, and works with alumni and stakeholder groups.
Jenny Nelson, Accountant
608- 263-5499, jenny.nelson@wisc.edu

Dave Stange, Accountant
608-262-7522, dmstange@wisc.edu
  • Bacteriology, Biochemistry, Center for Dairy Research, Plant and Agroecosystem Sciences, Center for Integrated Agriculture (CIAS), Life Sciences Communication, Veterinary Medicine (AHABS), Wisconsin Crop Innovation Center (WCIC), Family Resources (SoHE), Dairy Forage Research Center

Pamela Thompson, Office Operations Assistant
  • SWAP requests
  • Website management 
  • Key and building access management

Tissa Jojo Thottan, Accountant

Responsibilities:

  • Administrative process redesign
  • Annual budget process
  • Audits - non sponsored audits
  • Agricultural Research Stations
  • CALS Financial Networking group
  • CALS interview expenses/support
  • CALS moving expenses/support
  • Capital equipment inventory/property control
  • Cash advances
  • Cash handling
  • Check scanning
  • Check deposits (central drop off, pick-up, and processing)
  • Custodial funds
  • Direct payments (DPs)
  • E-reimbursement and audits
  • Educational Innovation (EI) budgeting and allocation distribution
  • Equipment donations and loans
  • Fee-for-service activities. Agreements processed in RAMP and reviewed by  CALS Research Division.  
  • Financial reporting
  • Fringe issues
  • Gifts deposits and management
  • Gifts-in-kind
  • HRS overpayment corrections
  • Indirect cost return distribution
  • Interdepartmental billings
  • Internal controls
  • Non-salary and salary cost transfers for non-sponsored funding
  • Payments to individuals (PIRs)
  • Plan of work
  • Policies and procedures
  • Purchasing card distribution, management, and audits
  • Purchase orders (POs) and associated forms
  • Official Functions and Expense Prior Approvals
  • Overall purchasing processes (training, approval, and audit)
  • Research administrator training for CALS
  • Retention commitments
  • Revenue deposits and transfers
  • Revenue producing activities (RPAs)
  • Risk management for business services agreements
  • Shop@UW/MDS approvals
  • Startup commitments
  • Summer session/term budgeting and allocation distribution
  • Travel-related matters, including 90-day exception
  • University of Wisconsin-Foundation - fund deposits and transfers to UW-Madison
  • University of Wisconsin-Foundation - financial system access
  • University of Wisconsin-System Trust funds
  • Website Management
  • WISER

Keywords:
college of agricultural and life sciences, dean's office, deans, admin, agriculture, contacts, units, finance, budget, reporting, accounting, accountant, account 
Doc ID:
96914
Owned by:
Tara D. in CALS Dean's Office
Created:
2020-01-07
Updated:
2024-12-09
Sites:
CALS Dean's Office