Office of Planning & Budgeting – 91探花News /news Tue, 15 Jul 2025 01:20:05 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 President Cauce names Jason Campbell interim senior vice president for Finance, Planning and Budgeting and chief financial officer /news/2025/07/14/president-cauce-names-jason-campbell-interim-senior-vice-president-for-finance-planning-and-budgeting-and-chief-financial-officer/ Mon, 14 Jul 2025 23:59:19 +0000 /news/?p=88595 91探花 President Ana Mari Cauce has announced that Jason Campbell will serve as interim senior vice president for Finance, Planning and Budgeting and chief financial officer, effective Aug. 2. Currently the vice president for Finance and Budget Strategy and deputy senior finance officer, Campbell will step in to the interim position following the departure of Sarah Norris Hall.听

鈥淲e appreciate Jason stepping into this interim role. I鈥檓 confident he will provide excellent support to both incoming President Jones and the Finance, Planning and Budgeting leadership team to ensure the UW鈥檚 financial stability during this leadership transition,鈥 Cauce said.

Headshot of man in a gray suit.
Jason Campbell 91探花 Photo: 91探花

Campbell is the UW鈥檚 vice president for Finance & Budget Strategy and deputy chief financial officer.听 He听joined the 91探花 in 2017 and served as a senior director for the Financial Analysis and Budget Strategy division. In 2022, he was promoted to associate vice provost of Planning and Budgeting. He received his bachelor鈥檚 degree from the University of California, Santa Barbara and a master鈥檚 degree in accounting from California State University, Sacramento.

Norris Hall has been with the University since 2009, and in 2024, led the Finance, Planning and Budgeting team through an organizational and leadership restructuring. The newly configured Office of Finance, Planning and Budgeting combined 91探花Finance with the 91探花Office of Planning and Budgeting.

Norris Hall has been named the next chief financial officer with the Allen Institute.鈥疕er last day at the 91探花will be Aug. 1.

鈥淪arah鈥檚 human-centered leadership will have a lasting impact on the University and the people we serve,鈥 Cauce said. 鈥淲e are so grateful for her service and so glad she鈥檒l be continuing her journey with an organization closely connected to our Husky family.鈥

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91探花finance, planning and budgeting merge to better serve faculty, staff and students /news/2024/01/12/uw-finance-planning-and-budgeting-merge-to-better-serve-faculty-staff-and-students/ Fri, 12 Jan 2024 21:03:02 +0000 /news/?p=84130 Three business people head shots
Senior Vice President Sarah Norris Hall (center) will lead a newly configured Office of Finance, Planning and Budgeting. Reporting to her will be Vice Presidents Jessica Bertram (left) and Jason Campbell (right). Photo: 91探花

President Ana Mari Cauce and Provost Tricia Serio announced an organizational and leadership restructuring in the areas of finance, planning and budgeting aimed at improving the effectiveness and efficiency of these areas鈥 service to the University community. The changes, which take effect Tuesday, Jan. 16, come after an external review determined a unified organization will better serve faculty and academic personnel, as well as staff and students.

The newly configured Office of Finance, Planning and Budgeting combines 91探花Finance with the 91探花Office of Planning and Budgeting. The UW鈥檚 payroll department will also move out of Information Technology and into Finance, Planning and Budgeting.

This new organization will be led by Sarah Norris Hall, who was named senior vice president and chief financial officer. Reporting to Hall will be Jason Campbell, the UW鈥檚 new vice president for Finance & Budget Strategy and deputy chief financial officer and Jessica Bertram, who will be vice president for University Business Services. Previously, finance and business services fell under Vice President Brian McCartan, who is retiring. Also reporting to Hall will be Erin Guthrie, associate vice provost for Institutional Analysis and University Data Officer, and Jed Bradley, executive director for Planning, Policy and State Operations; both functions were part of Planning & Budgeting.

The changes come after a comprehensive review of university functions identified the need to support broader finance needs, including working toward an integrated finance and planning strategy across the university and supporting and evolving new business processes that are part of the Finance Transformation program. The review also recommended working with units to provide training and resources to adapt to the changes. Importantly, the review noted that the UW鈥檚 peers had long ago aligned finance functions and budget planning operations under one leader.

鈥淭hese organizational changes are designed to increase efficiency, which will both improve how we serve our faculty, staff and students and make us better stewards of the resources entrusted to us,鈥 said 91探花President Ana Mari Cauce. 鈥淚鈥檓 grateful to all of the talented 91探花leaders who are stepping into new roles as part of this restructuring.鈥

Hall, who has served as a vice provost of the Office of Planning and Budgeting since 2018, said the new organization will allow the university to better support students, faculty and staff.

鈥淚 am excited for us to pool our expertise, efforts and creativity as a new organization听and build on our work in service to a听great public university听that is deeply committed to its student access, excellent teaching, public service, discovery听and health missions,鈥 Hall said. 鈥淥ur respective offices often sought to answer the same questions, with different data, and methods. By integrating, we seek to bring value to the UW鈥檚 leadership, faculty, principal investigators and staff by fully utilizing expertise and the system investments we have made through Finance Transformation. We will build on our deep commitment to serving the University through this integration.鈥

One of the priorities for this new organization remains stabilization, then optimization of Workday Finance. An area of emphasis, Hall said, is to work closely with UW-IT and the Office of Research to provide researchers at the 91探花a smoother and simpler setup and budget management process for grants. That includes integrating SAGE data into Workday, simplifying award setup and budget management processes, and collaborating with Workday to address sponsor invoice issues and defining clear award closeout processes to improve the efficacy of these tools for principal investigators and research administrators.

Hall has worked at the 91探花since 2009. She received her bachelor鈥檚 degree from the University of Puget Sound and a master鈥檚 degree in higher education administration from the Teachers College at Columbia University.

Campbell joined the 91探花in 2017. He received his bachelor鈥檚 degree from the University of California, Santa Barbara and a master鈥檚 degree in accounting from California State University, Sacramento.

Bertram joined the 91探花in 2009. She received her bachelor鈥檚 degree from Pacific Lutheran University and a master鈥檚 degree in Clinical Informatics & Patient Centered Technologies from the UW.

Guthrie joined the 91探花in 2014, first on the 91探花Bothell campus. She earned her bachelor鈥檚 degree from Providence College and master鈥檚 degrees in Sociology and Data Analytics from University of Warwick and Southern New Hampshire University respectively.

Bradley joined the 91探花in 2013. He received both his bachelor鈥檚 degree and master鈥檚 degree in higher education leadership and policy studies from the UW.

Contact: Victor Balta at balta@uw.edu.

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Video: The UW’s annual budget explained /news/2019/02/19/video-the-uws-annual-budget-explained/ Wed, 20 Feb 2019 01:11:16 +0000 /news/?p=61752

 

The 91探花’s annual budget is about $7.8 billion dollars. That’s a lot of money, and people often ask where the money comes from and how it is spent. In reality, the budget is divided up among many parts of the university, and the money that can be put to general unrestricted use听鈥斕 the operating budget 鈥斕 is a relatively small piece of it.

This video takes a look at the UW’s revenue and operating budget from the 2018-2019 academic year. We explain where the money comes from and how it is spent.

For more information on the UW’s budget, visit听the 91探花’s . Watch a , which discussed the 91探花budget and how听public reinvestment in higher education is necessary for the 91探花to honor its public promise.

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