These knowledge-sharing informational sessions were initiated by B&F staff requesting opportunities to learn more about the work of their colleagues throughout the unit. Partners throughout the enterprise are welcome to attend the monthly webinar sessions to broaden their financial acumen or acquire tips on utilizing B&F university services.
The 2025 quarterly Lunch & Learn series occurs from noon to 1:00 p.m.
- Registration is not required to attend.
- Description of webinar content and Zoom links are provided below.
Stay tuned for 2025 programming.
Recorded 2024 Lunch & Learn Series found below:
DATE | AREA | TOPIC/TITLE | PRESENTER/DESCRIPTION |
---|---|---|---|
JAN. 24 | Bursar | Introduction to the Office of the University Bursar | Jeanine Linkenhoker, Learning and Development Senior Analyst Taking all the money, one payment at a time. Join us to learn about who the Office of the University Bursar is, what we do, and why it matters. |
FEB. 28 | Investments | Overview of the LTIP | Samir Sidani, Senior Director of Investments (Illiquid), and Timothy Reading, Senior Director of Investments (Liquid) This presentation will discuss the objectives of the LTIP, how the LTIP supports the university, the team structure and the asset classes we invest in. |
MAR. 27 | Controller | Telling Our Story with Numbers | Tom Ewing, Director, Financial Reporting Accounting is more than just debits and credits! In this presentation, Tom Ewing will provide an in-depth look at how the Office of the Controller tells the university’s financial story with numbers (and more than a few words). Gain insights on the university’s accounting system, key users of our financial reports and how the central accounting team partners with colleagues across the institution to understand the ‘why’ behind the numbers. |
APR. 24 | OFS | The Best D*mn Bonds in the Land – What are Bonds and How Do They Work? | Garrett Patterson, Director, Debt Management & Internal Bank Operations Ever wondered how the university pays for all that construction? Join us to learn how the debt management team within the Office of Financial Services helps fund capital projects with bonds and the internal bank. |
MAY 22 | FP&A | Money Matters: The OSU Budget Model | Katie Hensel, Senior Director, Financial Planning & Analysis Attend this data rich presentation to learn more about the university's operating budget and budget model. FP&A will also share a unit scorecard to highlight how we analyze the financial health of colleges and support units. |
JUN. 26 | Internal Audit | One Bad Buckeye Can Spoil the Bunch – Why Controls Matter | Brian Newell, Director, Internal Audit; Jenny Arend, Manager Medical Center Audit; John Zancourides, Manager University Audit; Angie Wilson, Manager University Audit; Katy Ideus, Senior Information Systems Auditor Have you ever wondered what happens when internal controls fail or effective checks and balances are not in place? Attend this presentation to learn some basics about fraud prevention and to hear examples of real frauds that have occurred at the university. |
JUL. 18 | OERM - Risk | Business as Usual...During Unusual Times | Josh Tabler, Associate Director Insurance Risk; Vella Garrett, Associate Director Business Continuity Management; Lisa Poturalski, Senior Risk Analyst An overview of the Office of Enterprise Risk Management, how the institution identifies and assesses risk, prepares for disruption, manages losses, and captures lessons learned. All to keep business as usual in unusual times. |
AUG. 28 | Payroll | Payrollin’ in the Dough: The Recipe for Payroll's Success | Teri Parsell, Associate Director; Beth Williams, Manager; Kristi Todd, Manager As Woody Hayes and President Ted Carter have said, "You win with people." And people need paid! Join us to learn more about the ingredients used to process paychecks for employees at Ohio State. |
SEP. 25 | Purchasing | Purchasing-How to Get What I Want | Alejandra Meechan, Associate Director Sourcing; Justin Perry, Associate Director Sourcing; Christine Keough, Manager Supplier Management & eProcurement |
OCT. 23 | Operations/Central Receiving | Central Receiving-Simplified Solutions | Shawn Jones, Director Strategy & Operations Central Reveiving-Simplified solutions for delivering one package, one shipment at a time. People, process and technology working in sync to deliver shipments and packages accurately, efficiently and safely across campus. |
NOV. 13 | Accounts Payable | I'm Just a Bill-How to get them paid | Alex Goolsby, Manager Accounts Payable |
DEC. 18 | B&F Service Center Support (PSSC) | Get to know the Business & Finance Service Center operations | Julie Grubb, Director, Fiscal Service Center; Frank Grubb, Associate Director, Procurement Service Center |