Budget and Finance

The Finance team (formerly the SoE budget, financial management, and administrative support programs and the WCER client services and procurement teams) handles core financial processes for the School of Education. Our mission is to serve as responsible stewards of university funds by providing support and training to our departments in budgeting, procurement, reporting, and various financial tools. We aim to create a sound financial environment that encourages academic progress, accurate information, and monetary decisions that adhere to policy.

Travel and Reimbursement

Plan work travel with the best options for transportation and lodging to ensure reimbursement for your expenses.

Business Operations Support

Fiscal Year End Timetable

Plan ahead with our timetable for year-end dates to ensure success in processing financial transactions before the new fiscal year.

Year-End Accounting

Purchasing and Payables

As a Universities of Wisconsin employee, use ShopUW+ to place orders, submit purchase requisitions or request payments.

Access ShopUW+

New Budget Tools With Implementation of Workday

Beginning in July 2025, financial transactions will be processed and stored in Workday. The data from these transactions will be integrated into Adaptive Planning. Staff will use Adaptive Planning functionality to complete budget planning, forecasting, and reporting.

Shared information between Workday and Adaptive Planning allows staff to review, adjust, and report on budget information as needed.

Across the Universities of Wisconsin, staff will use Adaptive Planning to:

  • Create detailed budgets, forecast financial results, and make updates as needed
  • Analyze data with interactive dashboards and reports
  • Run scenarios to see the impacts of strategic changes, such as hiring decisions, on financial outcomes
  • Collaborate with other team members in the same system for communication and efficiency during budget planning

Adaptive Planning will provide flexibility for budgeting and forecasting tasks and greater visibility into the process. With enhanced reporting capabilities, staff will be able to report on budget vs. actuals in a timely manner throughout the year.

Adaptive Planning will be available to end users beginning in August 2025 and will be used for the FY26 Fall Forecast in October 2025.

 Learn more on the Universities of Wiscons in Workday Adaptive Planning webpage.

What’s New for FY26 Budgeting?

Beginning in FY26, the Universities of Wisconsin, including UW-Madison, will be transitioning to uniform fringe benefit treatment across all funds. Each campus will have its own fringe benefit rates calculated based on its own employee salary and fringe benefit expenses.

FY26 Uniform Composite Fringe Benefit Rates Memo

 

Category FY26
Regular Faculty and Academic Staff 31.5%
Regular University Staff 39.5%
Research Associates and Grad Interns 20.9%
Research Assistants, Project Assistants, Teaching Assistants, Pre-Doc Fellows and/or Trainees 18.9%
Post-Doc Fellows and/or Trainees 15.6%
Limited Term Employees (LTEs) 11.0%
Ad Hoc Program Specialists, Undergraduate Assistants and Undergraduate Interns 14.9%
Student Hourly Employees 2.3%

Major Changes implemented in FY25

  • Planning Allocation – The Planning Allocation concept is used by campus to establish and maintain budget authority (spending authority) for operational units across the campus. Budget authority is adjusted incrementally as funding decisions occur. Starting with the FY25 Budget development cycle, the School of Education will deploy the Planning Allocation concept to departments that receive budget allocations from the school. Planning Allocation targets will be established for units receiving general fund support (fund 101).

Finance Team

Kweku Brewoo

Position title: Financial Manager

Email: kweku.brewoo@wisc.edu

Kevin Chen

Position title: Administrative Assistant

Email: chen327@wisc.edu

Yerikk Cramer

Position title: Administrative Assistant

Email: ycramer@wisc.edu

Alisa Gradney

Position title: Administrative Support Specialist

Email: agradney@wisc.edu

Ahna Holliday

Position title: Fee-For-Service Accountant

Email: aholliday@wisc.edu

Andrew Johnson

Position title: Budget & Finance Director

Email: andrew.johnson@wisc.edu

Megan Kenney

Position title: Client Services Director

Email: mlkenney@wisc.edu

Nicole Kleinschmidt

Position title: Procurement Manager

Email: nicole.kleinschmidt@wisc.edu

Brian Maul

Position title: Procurement Specialist

Email: maul2@wisc.edu

Nick Minion

Position title: Administrative Assistant

Email: nminion@wisc.edu

Cabrina Pennington

Position title: Administrative Assistant

Email: cpennington2@wisc.edu

Ravi Rajani

Position title: Finance Associate Director

Email: rrajani@wisc.edu

Toby Schellhase

Position title: Financial Manager

Email: toby.schellhase@wisc.edu

Emily Worzalla

Position title: Administrative Assistant

Email: eworzalla@wisc.edu

Mai Vang Yang

Position title: Administrative Support Specialist

Email: myang357@wisc.edu