CINXE.COM

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id="main-content"></a> <h1 class="page__title title" id="page-title">OneFinance Strategic Initiative</h1> <ul class="action-links"></ul> <div about="/operations/onefinance-strategic-initiative" typeof="foaf:Document" class="ds-1col node node-58527 node--page clearfix node--view-mode-full view-mode-full clearfix"> <div class="field field-label-hidden field--body"><div class="field-items"><div class="field-item even" property="content:encoded"><p><img alt="OneFinance, Operations. Image of Yale's Campus." src="/sites/default/files/images/Administration/OneFinance-main.jpg" style="width:100%; height:auto" width="873" height="450" /></p> <h2>Our North Star</h2> <p>To enable Yale鈥檚 mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight and stewardship of Yale resources.</p> </div></div></div><div class="field-collection-container clearfix"><div class="field field-label-hidden field--accordion"><div class="field-items"><div class="field-item even"><div class="field-collection-view clearfix view-mode-full"><div class="entity entity-field-collection-item field-collection-item-field-accordion clearfix" about="/field-collection/field-accordion/17969" typeof=""> <div class="content"> <div class="field field-label-hidden field--title"><div class="field-items"><div class="field-item even"><a href="#">About OneFinance</a></div></div></div><div class="field field-label-hidden field--summary"><div class="field-items"><div class="field-item even"><p>OneFinance is a multi-year initiative that will enable Yale鈥檚 mission by simplifying and standardizing financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight and stewardship of Yale resources.</p> <ul> <li><a href="/sites/default/files/files/WorkatYale/Ops-SI-Launch-Message_08_22.pdf">Strategic Launch Initiative</a>: Multi-year strategy supporting Yale’s mission</li> <li><a href="/sites/default/files/files/WorkatYale/OneFinance_Program_Overview.pdf">OneFinance Initiative Overview</a></li> <li><a href="/sites/default/files/files/WorkatYale/OneFinance_Project_Impacts.pdf">Current Projects, Impacts & Milestones</a></li> </ul> </div></div></div> </div> </div> </div></div><div class="field-item odd"><div class="field-collection-view clearfix view-mode-full"><div class="entity entity-field-collection-item field-collection-item-field-accordion clearfix" about="/field-collection/field-accordion/17970" typeof=""> <div class="content"> <div class="field field-label-hidden field--title"><div class="field-items"><div class="field-item even"><a href="#">Our Team</a></div></div></div><div class="field field-label-hidden field--summary"><div class="field-items"><div class="field-item even"><h2>Program Sponsors</h2> <ul> <li>Arnim Dontes</li> <li>Stephen Murphy</li> <li>Shannon Smith</li> </ul> <h2>Steering Committee</h2> <ul> <li>Charles Barnett</li> <li>Jess Caponigro</li> <li>Pamela Caudill</li> <li>Joseph Crosby</li> <li>Arnim Dontes</li> <li>Jill Ely</li> <li>Grace Frith</li> <li>Jin Kim</li> <li>Steve Gaudreau</li> <li>Rosa Genovesi</li> <li>Steve Gentile</li> <li>Lauren Giaimo</li> <li>Susannah Gobbi</li> <li>Jessica Kunstman</li> <li>Dana Lipnickas</li> <li>Frank Mathew</li> <li>Lisa Merola-Grimm</li> <li>Stephen Murphy</li> <li>Ruth Philo</li> <li>Shannon Smith</li> <li>Lisa Varni</li> <li>Anat Yogev</li> </ul> <h2>Program Leads</h2> <ul> <li>Steve Gentile</li> <li>Lisa Varni</li> </ul> <h2>Program Manager</h2> <ul> <li>Dana Lipnickas</li> </ul> <h2>Project Managers</h2> <ul> <li>Stephanie Avallone</li> <li>Andrew Baker</li> <li>Chuck Benjamin</li> <li>Liz Burnell</li> <li>Paul Harkins</li> <li>Sandy Mcdonald</li> <li>Chris Watkins</li> </ul> <h2>Organizational Change Management</h2> <ul> <li>Kelly Caviston</li> <li>Matthew Flood</li> <li>Rosa Genovesi</li> </ul> <h2>Process Improvement & Enablement</h2> <ul> <li>Joy Ebanks-Frederick</li> <li>James Helbling</li> </ul> <h2>Business Analyst</h2> <ul> <li>Sterlin Blackwell</li> </ul> </div></div></div> </div> </div> </div></div><div class="field-item even"><div class="field-collection-view clearfix view-mode-full"><div class="entity entity-field-collection-item field-collection-item-field-accordion clearfix" about="/field-collection/field-accordion/17971" typeof=""> <div class="content"> <div class="field field-label-hidden field--title"><div class="field-items"><div class="field-item even"><a href="#">Program Resources & Training</a></div></div></div><div class="field field-label-hidden field--summary"><div class="field-items"><div class="field-item even"><ul> <li><a href="/operations/all-monthly-program-updates">Monthly Program Updates</a></li> <li><a href="https://your.yale.edu/news/2022/08/onefinance-qa-august-2022">OneFinance Q&A</a></li> </ul> <h2>Training</h2> <ul> <li><a href="https://www.myworkday.com/yale/learning/course/c27be27b276110186cf2bcc5ee690000?type=9882927d138b100019b928e75843018d">Account Reconciliation: Balance Sheets</a></li> <li><a href="https://www.myworkday.com/yale/learning/course/257a5053ac6d10186c8d6cebf42a0000?type=9882927d138b100019b928e75843018d">Account Reconciliation: General Overview</a></li> <li><a href="https://www.myworkday.com/yale/learning/course/e7dbce2833db100109a4b89724310000?type=9882927d138b100019b928e75843018d" target="_blank">Creating Expense Report Training</a></li> <li><a href="https://www.myworkday.com/yale/learning/program/a48160b0b4a110015a0423c4f6660000?type=2d29754fdb8e100008b50ff6bc94003b" target="_blank">Finance Foundations Onboarding Training</a></li> <li><a href="https://www.myworkday.com/yale/learning/course/729e72454158100196fda2bb0e8d0000?type=9882927d138b100019b928e75843018d" target="_blank">Human Research Study Participant Remuneration - Custodian Training</a></li> <li>Purchase Contracts Training: <a href="https://www.myworkday.com/yale/learning/course/246e308356c110011acbce9dbae30000?type=9882927d138b100019b928e75843018d" target="_blank">Part 1</a> & <a href="https://www.myworkday.com/yale/learning/course/a365fd2a46da10011ace040aba1b0000?type=9882927d138b100019b928e75843018d" target="_blank">Part 2-Service Contracts</a></li> <li><a href="https://www.myworkday.com/yale/learning/course/613678ca187f1012d759b3edbb500001?type=9882927d138b100019b928e75843018d">Workday Security Roles</a></li> </ul> <h2>Resources</h2> <ul> <li><a href="https://your.yale.edu/sites/default/files/files/financial-management/Suspense-Balances-Review-Yale-WD-FRC-Dashboard-User-Guide.pdf">Suspense Balances Review 鈥揧ale and Workday FRC Dashboard User Guide</a></li> <li><a href="https://your.yale.edu/sites/default/files/files/ResearchSupport/Cost_Transfer_Information_Session.pdf">Cost Transfer Guide</a> and <a href="http://workday.preview.yale.edu/OneFinance_Yale/onefinancev1.mp4" target="_blank">Recording</a></li> <li><a href="/policies-procedures/other/key-financial-policy-highlights">Key Financial Policy Highlights</a></li> <li><a href="/work-yale/financial-management/accounting-controllers-office/chart-accounts-coa/faqs">COA Frequently Asked Questions</a></li> <li><a href="https://yale.navexone.com/content/dotNet/documents/?docid=828&public=true" target="_blank">YSM Balance Sheet Reconciliation Responsibilities matrix</a></li> <li><a href="/sites/default/files/files/WorkatYale/Expense-Advances-for-T%26E-Policy-Inforgraphic.pdf">Expense Advances for T&E Policy Infographic</a></li> </ul> <h2>Purchase Orders</h2> <ul> <li><a href="https://your.yale.edu/sites/default/files/files/financial-management/POPE_QRC_0_01_23_AC.pdf" target="_blank">Purchase Order Procedure Quick Reference Guide</a></li> <li><a href="https://your.yale.edu/sites/default/files/files/financial-management/Purchase_Order_Process_FAQ.pdf" target="_blank">Purchase Order Practices & Execution FAQ</a></li> <li>Purchase Order Practices & Execution Information Session <a href="https://your.yale.edu/sites/default/files/files/financial-management/POPE-Information-Session.pdf">Guide</a> & <a href="http://workday.preview.yale.edu/Finance/POPractices/PO_practices_session.mp4" target="_blank">Recording</a></li> <li><a href="https://your.yale.edu/news/2023/10/new-workday-purchase-order-dashboard-and-reports" target="_blank">Purchase Order Management Dashboard</a></li> <li><a href="https://your.yale.edu/sites/default/files/files/financial-management/Purchase_Order_Dashboard_Tipsheet.pdf" target="_blank">Purchase Order Management Dashboard Tipsheet</a></li> </ul> <h2>Policies/Procedures</h2> <p>The policies listed below reflect only those policies that have been updated by the One<em>Finance</em> strategic initiative. For a complete listing of university policies, please go to the <a href="https://your.yale.edu/policies-procedures" target="_blank">University Policies & Procedures webpage</a>.</p> <ul> <li><a href="https://your.yale.edu/policies-procedures/policies/1305-cost-transfers-involving-sponsored-projects" target="_blank">Policy 1305 Cost Transfers Involving Sponsored Projects</a></li> <li><a href="https://your.yale.edu/policies-procedures/policies/3201-general-purchasing" target="_blank">Policy 3201 General Purchasing</a></li> <li><a href="https://your.yale.edu/policies-procedures/policies/3210-purchase-contracts" target="_blank">Policy 3210 Purchase Contracts</a></li> <li><a href="https://your.yale.edu/policies-procedures/policies/3305-expense-advances">Policy 3305 Expense Advances</a></li> <li><a href="https://your.yale.edu/policies-procedures/procedures/1101-pr07-accounting-corrections-and-adjustments">1101 PR.07 Accounting Corrections and Adjustments</a></li> <li><a href="https://your.yale.edu/policies-procedures/procedures/3201-pr01-purchase-order-process" target="_blank">3201 PR.01 Purchase Order Process</a></li> <li><a href="https://your.yale.edu/policies-procedures/procedures/3301-pr02-obtaining-cash-yale-activities-abroad">3301 PR.02 Obtaining Cash for Activities Abroad</a></li> <li><a href="https://your.yale.edu/policies-procedures/procedures/3305-pr01-spend-authorization-process-expense-advances">3305 PR.01 Spend Authorization Process for Expense Advances</a></li> <li><a href="https://your.yale.edu/policies-procedures/procedures/3417-pr01-human-research-study-participant-remuneration-process" target="_blank">3417 PR.01 Human Research Study Participant Remuneration Process</a></li> <li><a href="https://your.yale.edu/policies-procedures/forms/3305-fr01-travel-and-expense-te-expense-advance-budget-development-form">3305 FR.01 Travel and Expense (T&E) Expense Advance Budget Development Form</a></li> </ul> </div></div></div> </div> </div> </div></div><div class="field-item odd"><div class="field-collection-view clearfix view-mode-full"><div class="entity entity-field-collection-item field-collection-item-field-accordion clearfix" about="/field-collection/field-accordion/17972" typeof=""> <div class="content"> <div class="field field-label-hidden field--title"><div class="field-items"><div class="field-item even"><a href="#">OneFinance Timeline</a></div></div></div><div class="field field-label-hidden field--summary"><div class="field-items"><div class="field-item even"><p><a href="/sites/default/files/files/WorkatYale/FY25_SI_Timeline.pdf">View timeline</a>.</p> </div></div></div> </div> </div> </div></div><div class="field-item even"><div class="field-collection-view clearfix view-mode-full field-collection-view-final"><div class="entity entity-field-collection-item field-collection-item-field-accordion clearfix" about="/field-collection/field-accordion/17973" typeof=""> <div class="content"> <div class="field field-label-hidden field--title"><div class="field-items"><div class="field-item even"><a href="#">News & Announcements</a></div></div></div><div class="field field-label-hidden field--summary"><div class="field-items"><div class="field-item even"><h2>Publications</h2> <p><strong>November 2024</strong></p> <ul> <li><a href="https://yaleedu.sharepoint.com/sites/inside-your-yale/SitePages/OneFinance--November-2024-Program-Lead-Update-%E2%80%93-Financial-Review-Enhancement-Project.aspx" target="_blank">Program Lead update</a></li> </ul> <p><strong>June 2024</strong></p> <ul> <li><a href="https://yaleedu.sharepoint.com/sites/inside-your-yale/SitePages/7nholn1q.aspx" target="_blank">Program Lead Update</a><a href="https://yaleedu.sharepoint.com/sites/inside-your-yale/SitePages/7nholn1q.aspx"> </a></li> </ul> <p><strong>April 2024</strong></p> <ul> <li><a href="/youryale/resourcing-yales-mission">Resourcing Yale鈥檚 Mission</a></li> </ul> <p><strong>February 2024</strong></p> <ul> <li><a href="https://your.yale.edu/news/2024/02/onefinance-february-2024-program-lead-update-2023-year-end-review">February 2024 Program Lead Update</a></li> </ul> <p><strong>October 2023</strong></p> <ul> <li><a href="https://your.yale.edu/news/2023/10/onefinanceproject-lead-update-october-2023">October 2023 Program Lead Update</a></li> </ul> <p><strong>August 2023</strong></p> <ul> <li><a href="https://your.yale.edu/news/2023/08/onefinance-and-onefinance-north-star">OneFinance and the OneFinance North Star | It’s Your Yale</a></li> <li><a href="/news/2023/08/onefinance-program-leadership-announcement">OneFinance: Program leadership announcement | It’s Your Yale</a></li> </ul> <p><strong>July 2023</strong></p> <ul> <li><a href="/news/2023/07/thank-you-and-looking-ahead-note-steve-murphy">Thank you, and looking ahead - a note from Steve Murphy | It’s Your Yale</a></li> <li><a href="/youryale/doing-something-different">Doing Something Different | It’s Your Yale</a></li> <li><a href="https://your.yale.edu/news/2023/07/onefinance-program-update-june-2023">June 2023 Program Lead Update</a></li> <li><a href="/embarking-big-project-start-small-deliver-fast">Embarking on a big project? Start small to deliver fast. | It’s Your Yale</a></li> </ul> <p><strong>May 2023</strong></p> <ul> <li><a href="https://your.yale.edu/news/2023/05/staff-spotlight-alison-valentino">Staff Spotlight - Alison Valentino | It’s Your Yale</a></li> </ul> <p><strong>April 2023</strong></p> <ul> <li><a href="https://your.yale.edu/news/2023/04/onefinance-march-2023-program-lead-update">March 2023 Program Lead Update</a></li> <li><a href="/news/2023/04/update-operations-initiatives">Update on Operations initiatives</a></li> </ul> <p><strong>January 2023</strong></p> <ul> <li><a href="https://your.yale.edu/news/2023/01/update-steve-murphy-january-2023">An update from Steve Murphy - January 2023 | It’s Your Yale</a></li> <li><a href="https://your.yale.edu/news/2023/01/onefinance-january-2023-program-update">January 2023 Program Lead Update</a></li> </ul> <p><strong>November 2022</strong></p> <ul> <li><a href="/news/2022/11/get-know-ruth-philo">Get to know Ruth Philo | It’s Your Yale</a></li> <li><a href="/news/2022/11/onefinance-november-2022-program-update">November 2022 Program Lead Update</a></li> <li><a href="/news/2022/11/announcing-new-operations-website">Announcing new Operations website</a></li> </ul> <p><strong>July 2022</strong></p> <ul> <li><a href="https://your.yale.edu/work-yale/workplace-guidance/workplace-announcements/onefinance">OneFinance Initiative</a></li> <li><a href="/work-yale/workplace-guidance/workplace-announcements/announcing-launch-multi-year-yale-university">Announcing the Launch of a Multi-Year Yale University Operations Strategy | It’s Your Yale</a></li> </ul> </div></div></div> </div> </div> </div></div></div></div></div><div class="field field-label-hidden field--tags-view"><div class="field-items"><div class="field-item even"></div></div></div></div> </div> <aside class="sidebars"> <section class="region region-sidebar-first column sidebar"> <div id="block-menu-block-16" class="block menu--interior-left-nav block--menu-block block--menu-block-16 first last odd"> <h2 class="block__title block__title block-title">Operations</h2> <div class="menu-block-wrapper menu-block-16 menu-name-menu-operations parent-mlid-0 menu-level-2"> <ul class="menu"><li class="menu__item is-leaf first leaf menu-mlid-30267"><a href="/operations/job-framework-redesign" class="menu__link">Job Framework Redesign Strategic Initiative</a></li> <li class="menu__item is-active is-active-trail is-expanded expanded active-trail active menu-mlid-29410"><a href="/operations/onefinance-strategic-initiative" class="menu__link is-active-trail active-trail active">OneFinance Strategic Initiative</a></li> <li class="menu__item is-collapsed collapsed menu-mlid-29430"><a href="/operations/recruiting-strategic-initiative" class="menu__link">Recruiting Strategic Initiative</a></li> <li class="menu__item is-leaf last leaf menu-mlid-30151"><a href="/operations/all-monthly-program-updates" class="menu__link">Monthly Program Updates</a></li> </ul></div> </div> </section> </aside> </div> <div id="secondary-content" class="secondary-content"> </div> <footer id="footer" class="region region-footer clearfix"> <div class="footer__inner"> <div id="block-block-258" class="block footer-menu__column block--block block--block-258 first odd"> <h2 class="block__title block__title block-title">Helpful Links</h2> <ul> <li><a href="/operations">Operations</a></li> <li><a href="https://yaleedu.sharepoint.com/sites/inside-your-yale" target="_blank">Inside Your Yale</a></li> <li><a href="https://statusboard.apps.yale.edu/" target="_blank">Yale Status Board</a></li> <li><a href="/work-yale/support">Support</a></li> </ul> </div> <div id="block-block-259" class="block footer-menu__column block--block block--block-259 even"> <h2 class="block__title block__title block-title">Required Information</h2> <ul> <li><a href="https://usability.yale.edu/web-accessibility/accessibility-yale">Accessibility at Yale</a></li> <li><a href="/federal-and-state-notice-requirements">Federal and State Notice Requirements</a></li> <li><a href="https://www.yale.edu/nondiscrimination">Nondiscrimination/Title IX</a></li> <li><a href="https://www.yale.edu/privacy-policy">Privacy Policy</a></li> </ul> </div> <div id="block-block-250" class="block footer-menu__column block--block block--block-250 odd"> <h2 class="block__title block__title block-title">Yale Shuttle</h2> <p><a href="/work-yale/campus-services/yale-transit/shuttle"><img alt="Yale Shuttle Map" src="/sites/default/files/images/shuttle-routes-web.png" style="width:185px; 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