UMass Boston

Administration & Finance

Finance Advisory Meeting: The F&A meeting brings A&F Finance staff together with Business Managers, Assistant Deans and other departmental staff involved in the financial operations of the university to inform, educate and discuss current issues and events.

Next Meeting:

Tuesday, April 14, 2026 1:00 – 2:30 p.m.
Chancellor's Conference Room & via Zoom

Agenda 2026

March 10 2026

  • UMPO Updates (Ruth O'Keefe)
    • Reminders
    • Changes Coming to BuyWays
  • VCAF Updates (Kathleen Kirleis)
  • OBFP Updates (Matt Krevis)
  • Controller's Updates (Kyle Banoey)
    • eCommerce (PCI Campus Audit)
  • Contract Updates (Chloe Kondakci)
    • A&F Website Upcoming Coming 4/2026
    • Major Bid Update: Faculty Assessment System
    • Monthly Update: Create Cost Savings, Address Scope Creep Now
    • Revenue Update, Follett
      • Department Participation needed to adopt Access Programs
  • Emergency Management Updates (Justin Comeau)
    • Full Scale Emergency Exercise on March 24, Clark Athletic Center

Agenda 2025

May 13, 2025

  • UMPO Update
    • Reminder of FYE 2025 Transactional Dates ​
    • Fiscal-Year-End Support and Resources
    • Updates:​
      • USPT Leadership Announcement
      • Tariff​ Discussion
      • Hosted Catalogs​
      • Upcoming Jaggaer / BuyWays Maintenance Dates​
    • Appendix
  • Controller Update
    • FY2025 Audit
    • FY2025 GL Close Schedule
    • Contract Updates:
      • MSA Update
  • Upcoming Events
    • Board of Trustees June 3 and 11 - on Zoom
    • Campus Catering Purchasing Standard – Coffee and Pastries with A&F on June 11th at 10am
  • Open Discussion 

April 8, 2025

  1. UMPO
    • FYE 2025 Transaction Processing Due Dates
    • FYE Tips from the Supplier Management Team
    • FYE Tips from the Accounts Payable Team
    • A&F Events and Support
    • Questions​
  2. Contracts
    • MSA Update
  3. Summer Events & Camps
  4. Campus Services Update
    • University Dining Club Spring Luncheon
    • UCook Opening
  5. Budget Update
  6. Upcoming events
    • Wednesday, April 9th – Board of Trustees Meeting. Zoom, 9 am
    • Tuesday, April 15th – Campus Lunch and Learn about Campus Construction Program. Campus Center Ballroom, Section A, 1 pm
    • Wednesday, April 16th – Campus Update. University Hall, Room 2120, 3 pm
    • Tuesday, April 29th – Beacon Budget Model Campus Update. Campus Center, Room 3545, 11 am

March 11, 2025

  1. UMPO Update 
    • Jaggaer 25.1 Release (BuyWays)
    • Contract Process Best Practices
    • Travel, Expense, and Risk (TER)
    • UPST Reminders
  2. Controller Update
    • Events Policy and Campus Catering Services
    • University Bank Card Usage - Computers
    • BuyWays Access Review
    • Master Service Agreement Updates
  3. Upcoming Events:
    • FY26 Budget Due, Monday March 31 
    • BoT Audit & Risk Committee, Tuesday April 1 8am, Zoom
    • BoT Committee on Administration & Finance, Wednesday April 2 8am, Zoom
    • Active Threat Training, Thursday April 3 12pm, Campus Center Rm. 3545/hybrid on Zoom
    • Board of Trustees Meeting, Wednesday April 9 9am, Zoom
    • Facilities Lunch & Learn, Tuesday April 15 1pm, Campus Center Ballroom A/hybrid on Zoom
    • Campus Update, Wednesday April 16 3pm, University Hall 2nd Fl. Auditorium

February 11, 2025

  1. Agenda
  2. UMPO A&F Update
    • Welcome and Housekeeping​
    • Maintenance, Repairs and Operations (MRO) Roadshow​
    • Travel, Expense and Risk (TER)
    • Hosted Catalog Update
    • Bank Card
    • Recent Projects: Sourcing Request Form, RSP
    • UPST Reminders
  3. Controller Update
  4. Updated Gift v. Grant Policy
  5. Planning Update
  6. Amazon Delivery Preferences
  7. Upcoming Events
    • BBM Campus-Wide Updates, Thursday Feb. 20 11am, Campus Center Rm. 3545
    • Active Threat Trainings, Tuesday Feb. 25 & Thursday April 3 12pm, Campus Center Rm. 3545/hybrid on Zoom
    • Campus Update, Wednesday April 16
    • Facilities Lunch & Learn, Tuesday April 15 1pm, Campus Center Ballroom A/hybrid on Zoom

January 14, 2025

  1. UMPO A&F Update
    • Travel Supplier Agreements​
    • MRO Updates: Commodity Codes and Roadshow​
    • Sourcing Request Form Launch​
    • UPST Reminders
  2. AI Strategy Discussion and Q&A
  3. FY26 Budget Process
  4. Chris' Comments
  5. Open Discussion
  6. Upcoming Events
    • BBM Campus-Wide Update, Feb. 20

Agenda 2024

December 10, 2024

  1. Introductions
    • Jeanmarie Spinetti - VC for Administration and Finance for Academic Affairs
  2. Distribution Services
    • Personal Packages Memo
    • Other Deliveries & Amazon Deliveries
  3. Controller Update
    • Signature Authorization Process
    • Finance System Access
    • BuyWays Access
    • Concur Committee Update
    • Contracts
  4. Budget Update
    • FY26 Budget
  5. University Dining Club
    • Holiday Luncheon
  6. Upcoming Events
    • December 16-17: BoT Committee Meetings
    • December 18: Board of Trustees Meeting and Chancellor's Holiday Celebration

November 12, 2024

  1. Computer Lifecycle Management Program Update
  2. UPST Update
    • UPST Organizational Changes
    • Recipient Select Plus (RSP) Update
    • Massachusetts Higher Education Consortium (MHEC) Quote Desk
    • BuyWays Update: Supplier Status
    • Reminders
  1. Controller Update
  2. Vice Chancellor A&F Updates
    • Campus Services Leadership Update
    • Beacon Budget Town Hall Information
    • Beacon Pledge
  1. Open Discussion
  2. Upcoming Events
    • November 13 & 20: Training for UM Session
    • November 20, December 16-17: BoT Committee Meetings
    • December 18: BoT Board Meeting

October 8, 2024

  1. Introductions
    • New staff in Controller's office and Campus Banking department
  2. Controller Update
    • Concur
    • FY2025 Signature Authorization Process
  3. Contract Update
    • Delegation of Authority for Contracts
  4. FY26 Budget Process
  5. Upcoming Events
    • Campus Update – Thursday, 10/10 at 3pm in Ballroom C
    • Capital Construction Program Lunch and Learn – Wednesday, 10/16 at 12pm in Campus Center Room 3545
    • Beacon Budget Model Campus Update – Thursday, 11/7 at 10:30am in Campus Center Room 3545

September 10, 2024

  1. UPST Update
    • Bank Card Update
    • Sourcing / Supplier Diversity Update
    • Training & UPST Support Reminder
  2. Controller Update
    • FY24 Audit Update
    • Concur
    • Contract Processing
  3. OBFP
    • FY26 Budget Process Preliminary Calendar
    • BBM Update
  4. Emergency Management
    • Active Threat Training Video
    • 2024 Full Scale Exercise
    • Table-Top Exercises
    • Emergency Alert System
    • Active Threat Preparedness
  5. Open Discussion
  6. Upcoming Events
    • September 16-18: BoT Committee Meetings
    • September 19 - BoT Meeting

August 13, 2024

  1. Staff Introductions and Goodbyes
  2. Controller Update
  3. Open Discussion
  4. Upcoming Events
    • September 16-18: BoT Committee Meetings
    • September 19 - BoT Meeting

April 9, 2024

  1. UPST Update
    • Payment Options for Individuals (Domestic & Foreign)
    • Buddy, Your New Virtual Assistant!
    • Fiscal Year End
    • Invoice Approval Workflow Feedback
  2. Summer Programs                                                                  
  3. BoT/Committee meetings update                                        
  4. Beacon Budget Model                                                     
  5. Budget updates                                                                       
    • Operating submission
    • Capital budget
  6. Controller Update
    • Concur go-live April 16th                                          
    • New Controller Employee (4/8 start)                    
  7. Upcoming Events
    1. April 10th – BoT Meeting
    2. April 15th -- Concur go-live & end of Terra Dotta

March 12, 2024

  1. UPST Update:
  2. FY24 Budget Quarter Two Update 
  3. FY25 Budget/Capital Updates
  4. Endowment Distributions
  5. Other Updates:
    • Summer Registration Deadlines
    • Teller Window Reduced Hours
    • BuyWays down for 3/15, 9am-3/17, 12pm
    • Sodexo Purchase Order's
  6. Personnel
    1. Retirements
    2. New Treasury Director, Kyle Banoey
  7. Upcoming Events
    • Campus Update, March 21st
    • FY25 budget, due March 29th
    • Board of Trustees, April 10th

January 16, 2024

  1. UPST Update  
  2. FY25 Budget Updates
    • Calendar 
    • BBM parallel year 
    • State budget issues
  3. UMPO Enrollment Analysis
  4. Neche Accreditation
  5. Transportation Updates 
  6. Upcoming Events
    1. BoT April 10th