A webinar session was held on May 19, 2026 to review the year-end closing process, deadlines, and to answer participant questions. The session was hosted jointly by representatives from Financial Accounting & Reporting, Budget Office, Procure to Pay, Sponsored Programs, Student Financial Services, and Payroll.
Webinar Presentation Slides
2026 Year-end Webinar Slides
Session Video Recording
Click the image below to view the recording of the webinar.
Presentations
| Topic | Presenter |
| Introduction | Brianna Fanning |
| Year-end Close | Tom Jenkins |
| Adjustments & Journal Entries | Tom Jenkins |
| Accruals & Deferrals | Tom Jenkins |
| Supplier Invoices & POs | Heather Gillis |
| Concur Expense Reporting | Chase Milanese |
| ISRs and FSRs | Hiram Rodriguez |
| Payroll | Danielle Trahon |
| Other Categories | Christine Michaelidis |
| Unrestricted Budget & Designated Accounts | Hiram Rodriguez |
| Restricted Gifts & Endowment Accounts | Cara Griffin |
| Sponsored Program Accounts | Rachelle Joseph |
| Beginning Balances for FY 2027 | Hiram Rodriguez |
| Closing | Brianna Fanning |
| Total viewing time | 41 minutes |
Additional materials referenced during the Webinar
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- Office of the Controller Resources
- Restricted Gift Training
- Financing Accounting & Reporting and Advancement co-hosted a donor-restricted fund management training on April 28, 2026. For reference of the last training, the slide deck from the training is attached, and the full recording is available here to view or download.
- Procure to Pay Resources
- BUworks/SAC – Useful documents
- BW How-to View Open Commitments
- BW How-to View ISR’s and FSR’s
- Finance Help Guides (folder contains multiple documents related to journal entries)
- BUworks/SAC Online Help: Document Library
- BW/SAC Training
- Self-guided training to explore reports useful in supporting year-end close: Click to learn more
- Various instructor-led BW Reporting workshops that are not specific to year-end close. Offered online: Click to learn more and/or to register
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Presenter Contact List
| Department | Name | |
| Financial Accounting & Reporting | Brianna Fanning | bfanning |
| Financial Accounting & Reporting | Tom Jenkins | tjenk |
| Financial Accounting & Reporting | Cara Griffin | caramg |
| Financial Accounting & Reporting | Julia Leone | jleone |
| Procure to Pay | Heather Gillis | hmg |
| Budget and Planning | Hiram Rodriguez​ | hiramr |
| Payroll | Danielle Trahon | dktrahon |
| Student Accounting Services | Christine Michaelidis | cpm1 |
| Sponsored Programs | Rachelle Joseph | rajoseph |

