Data Governance

Finance Data Domain Council

The UW’s finance data domain was the first to launch a domain council in February of 2021. The council is led by a domain council chair with members who are both sub-domain stewards and subject-matter experts. Learn more about the UW’s stewardship model.

Topics & Initiatives

  • Reviewing key Finance terms that need technical and business definitions, logic, and arbitration.
  • Documenting concerns specific to the domain, and cross-domain, as well as possible solutions, to share with the UW Data Governance (UWDG) Operations Committee.
  • Documenting business and technical requirements, as needed, and recommending solutions.

Meeting Topics & Outcomes

Summer 2022

  • Term vetting: Work is continuing, and UW FT is engaged in helping to align the terms used in WorkDay and other reports
  • Cost center hierarchy mapping: The DATAGroup has begun mapping Cost Center Hierarchy to levels 1-3 of the IOS and will align with IOS level 4 as it is finalized
  • FDDC Security and Access working group: The team is continuing its work. Due to design constraints in WorkDay including with payroll journal detail, UWFT is doing design evaluations and is following up with WorkDay on options
  • FDM Change sub-council: Charter has been reviewed in preparation for charging this group

Roadmap

During 2022 the council will be addressing these topics and projects:

  • Reviewing terms and financial hierarchies for WorkDay
  • IOS mapping
  • Security awareness, Data Model management & web access
  • Financial data governance operational guidelines

Current Finance Data Domain Stewards and Council Members

The finance data domain, like all UW data domains, is led by an institutional data steward and a data domain council chair, who are members of the Data Governance Steering Committee and Data Governance Operations Committee, respectively. The data domain council is made up of sub-domain stewards and subject-matter experts.

Institutional Domain Steward

Sarah Norris Hall, Vice Provost, Office Planning & Budgeting

Council Leadership

Ann Anderson, Associate Vice President, UW Finance, Chair
Doug Divine, Director, Data Group, Finance, Content Lead
Elise Glassman, Project Manager, Office of Planning & Budgeting, Administrative Support
Dinah Milliken, Data Solutions Engineer, UW Finance

Sub-domain Stewards

Sub-domain Area Name Title/Org
Accounts Payable
Purchasing
Vendor Management
Kathy Katterhagen Director, Procurement Services, UW Finance
Accounts Receivable
Cashiering/Banking
Mark Park Assistant Director, Banking and Accounting Operations
Asset Liability Management
Cash Management
Debt
Treasury
Chris Malins Associate Vice President, UW Finance Mark Park, Assistant Director, Banking and Accounting Operations, UW Finance
Budgeting
Financial Analysis
Jason Campbell Assistant Vice Provost, Office of Planning and Budgeting
Finance Data Model Dave Beaulieu Senior Accounting Analyst, Financial Reporting, UW Finance
Financial Budgeting
Transactions Related to Payroll
Ginny Montgomery Director, Program Operations, Integrated Service Center
Fixed Assets
General Ledger
Dave Beaulieu Senior Accounting Analyst, Financial Reporting, UW Finance
Grant & Cost Accounting Kirsten DeFries Executive Director, Research Compliance & Operations, UW Finance Controller’s Office

Subject-Matter Experts and Ex-Officio Members

Topic Area Name Title/Org
UW Bothell Segan Jobe Senior Director, Institutional Planning and Budget, UW Bothell
UW Medicine Maureen Broom Enterprise Finance Officer & Associate Vice President, UW Medicine Finance Administration
UW Medicine Lisa Pascuzzi Director, UW Medicine Finance & Budget

Finance Data Domain Council Charge

The Finance data domain council is charged with developing a cohesive approach to stewarding the University’s financial data — an approach that derives the most value from financial data while managing risk. Members have a one-year appointment. Read the full charge letter for details.

Shared Resources for Domain Council Members

Members of the domain council can access relevant resources in a private Teams channel.