Financial Training

About Our Volunteer Presenters

Presenters and facilitators of Financial Training and Documentation workshops are area experts who volunteer their time to teach and provide information at our workshops and other training sessions. We are grateful to them for their contributions of expertise to the various training sessions offered through our office!

Kristany Berger

Workshops: Earnings Operations at OSU, and Budget & Fund Transfer GL Experience

Kristany is a Resource Planning Analyst in the Office of Financial Planning and Analysis. She serves as a resource for college and regional campus fiscal officers on budget issues, administers the review of student fees and the support office budget report and request process, and serves as the office's representative on a number of working groups. Previously at Ohio State, Kristany worked in the Business Management unit of Facilities Operations and Development and the Office of Legal Affairs. She also spent two years as a staff auditor for Deloitte & Touche in Washington, DC. Kristany received her B.S.B.A. in Accounting from the University of Richmond and her JD from The Ohio State University. Kristany can be reached via email at berger.263 @ osu.edu or at (614) 247-7273.

Tamar Chute

Workshop: The Reconciliation Process

Tamar is the University Archivist at Ohio State. Tamar is responsible for records management, collection development, and outreach activities. She also supervises the staff, students, and volunteers and is active in national and regional archival organizations. Tamar received a BA in History from the University of Michigan in 1996 and an MLS degree from the University of Maryland in 1998. Tamar can be reached via email at chute.6 @ osu.edu or at (614) 292-3271.

Sharon Dobner

Workshop: Purchasing Experience Sessions

Sharon is a Fiscal Officer/Financial Coordinator for the Office of Business and Finance, Procurement Shared Services Center. Her primary responsibilities are buying and PCard reallocation for the Ohio Union and Student Life Advancement. She began her career at the university in March of 2003 as an Office Assistant in the Office for Disability Services and was promoted to Office Manager in 2005. Sharon became a member of the Buying Team for the Office of Student Life in September 2010 which then merged with Business and Finance and OAA in January 2015. Prior to beginning her career at Ohio State, she worked as an Office Manager and Assistant Producer for Colelli Productions, a film and video production company. Sharon can be reached via email at ferguson-dobner.1 @ osu.edu or at (614) 688-7415.

Deborah Durant

Workshop: Liaison for The Procurement and Payment Process

Deborah is the supervisor in the Division of Accounts Payable, Office of the Controller. Deborah's responsibilities include invoice processing, invoice inquiry and all inquiries regarding payment request processing. She is also the primary person to train new Accounts Payable employees in invoice processing procedures. Deborah is a liaison for departments, colleges and other units and responds to customer service calls from the university's external vendors. She has been at the Ohio State University in the Division of Accounts Payable since 2002. Deborah can be reached via email at Durant.28 @ osu.edu or (614) 247-7166.

Kathy Edwards

Workshop: Debits and Credits

Kathy is the Assistant Director/Business Manager of the University Press. Kathy has six years of experience as a Senior Accountant in the Office of the Controller and the Office of Financial Services. Prior to coming to Ohio State in 1990, Kathy spent two years as an accounting supervisor in the private sector and four years as an auditor in public accounting. She earned a BA in Accounting from Grove City College and an MA in Public Policy and Management here at the university. Kathy can be reached via email at edwards.206 @ osu.edu or at (614) 292-3692.

Tom Ewing

Workshop: University Expenditures Policy, Tax Obligations and Compliance at OSU

Tom is Director of Financial Reporting in the Office of the Controller. Tom heads up the Division of Accounting and oversees the operation of the General Ledger; maintenance of the ChartField; generation of monthly GL reports to colleges and departments; monthly and annual consolidated university financial reports, external audits and indirect costs. Prior to joining the university, Tom worked for Deloitte & Touche (formerly Touche Ross & Co.) for three and a half years. He is a Certified Public Accountant and has been with the university since July 1990. Tom can be reached via email at ewing.6 @ osu.edu or at (614) 688-3113.

Rebecca Fellure

Workshop: Purchasing Experience Sessions

Becky is an Accountant with the Business Center at the College of Social Work. She has been with CSW since 2011, and previously worked as a Delegated Buyer for the Business Operations Center with the College of Engineering. Prior to joining OSU, Becky served as a property manager for a lead real estate company in Columbus. She is knowledgeable in university procurement policy, PCard, Travel, grants budgets, purchasing and Financials system training. Becky received her M.A. in Public Policy and Management in 2012 and has been employed with the university since 2008. Becky can be reached via email at fellure.15 @ osu.edu or at (614) 688-4500.

Rachel Ford

Workshop: Deposits GL Experience

Rachel Ford is the Manager in the Division of Student Accounting and Reconciliation, Office of the Controller. She provides support to the university with regard to the Student Information System. Rachel has been with the University since June of 2007. Prior to joining the Controller's Office, she spent 7 years in the Office of the Treasurer, working in Bank Reconciliation and Cash Management. Before coming to the university, Rachel spent seven years with Huntington National Bank. She is a graduate of the University of Toledo. Rachel can be reached via email at ford.469 @ osu.edu or at (614) 688-1762.

Brandon Foster

Workshop: Purchasing Experience Sessions

Brandon is a Finance Coordinator in the Procurement Shared Service Center and is responsible for providing a full range of financial/procurement services for the units that he serves. In the past, Brandon has worked for the Office of Academic Affairs, Student Life, Enrollment Services & Undergraduate Education and Student Financial Aid. Prior to joining the university as a full time staff member in 2008, Brandon worked part-time and attended undergraduate studies at Ohio State where he received a BA in Strategic Communication. He has been a Delegated Buyer since 2009. Brandon can be reached via email at foster.387 @ osu.edu or at (614) 292-5504.

Robin Gassen

Workshops: The Reconciliation Process

Robin is the Manager of the Business Operations Center for the College of Engineering, Office of Administration and Planning. She is, also, an Instructor for the Becker CPA Review. Prior to joining the College of Engineering, Robin worked as a Business Manager for Reading Recovery, in the College of Education and Human Ecology, as a Senior Internal Auditor in the Department of Internal Audit, and as an Accountant at the University Medical Center. She has a BA from Ohio State and has been a Certified Public Accountant since 2004. Robin can be reached via email at gassen.1 @ osu.edu or at (614) 688-0243.

Jan Giangardella

Workshops: The Procurement and Payment Process

Jan is the Credit Analyst in the Division of Accounts Payable, Office of the Controller. As the Credit Analyst Jan is responsible for researching and securing credits from our vendors, as well as managing refunds for the University. Previously, Jan worked in local government finance and as the Fiscal Manager/Analyst for the City of Columbus, Engineering and Construction Division. Jan has a B.A. in Organizational Communications from The Ohio State University. Jan can be reached at Giangardella.10 @ osu.edu or at (614) 688-4979.

Marie Gibbons

Workshop: Stewardship of Endowment and Gift Funds

Marie is the Coordinator of Special Projects in the Office of Donor Experience at The Ohio State University Foundation. She is the functional Lead for the Acknowledgment, Fund View and Namings modules in TAS (Blackbaud). She trains and supports users in these areas of the system. Marie is responsible for training Foundation staff and managing other special projects for the senior director of Donor Experience. Previously, she was the Senior Leadership Writer; drafting correspondence for the President of the University and the Senior Vice President of the Foundation. Marie is an active volunteer at Ohio State and serves on the Team Buckeye Advisory Council. Marie can be reached at gibbons.66 @ osu.edu or (614) 292-9899.

JT Houssami

Workshop: Stewardship of Endowment and Gift Funds

JT is the Associate Director of Financial Stewardship in the Office of Donor Relations at The Ohio State University Foundation. He is responsible for maintaining data integrity in The Advancement System's (TAS) Fund View module, and creating financial reports for donors and university departments. JT also assists colleges and departments by helping with internal fund audits, increasing transparency and accountability to donors. Prior to joining the university, JT worked in retail banking as a branch manager for several years. He has a BS in business administration from the Fisher College of Business. JT can be reached via email at houssami.1 @ osu.edu or (614) 292-2441.

Rob Hupp

Workshop: Using General Ledger Reports

Rob is a Financial Systems and Business Analyst in the Division of Accounting, Office of the Controller. Rob is a primary contact for all General Ledger and ChartField related questions and issues. He is also the Commitment Accounting Administrator for HR related issues. Rob has a Bachelor of Fine Arts degree from the University of Dayton and has been at Ohio State since January of 1986. Rob can be reached via email at hupp.1 @ osu.edu or at (614) 688-4519.

Char Jessie

Workshop: Procurement and Payment Process; Managing Your Department's Capitalized Equipment; Liaison for Tax Obligations and Compliance at OSU

Char is the Program Manager for Financial Training and Documentation, Office of the Controller. Her training responsibilities include developing and updating online training courses; managing the instructor-led workshop series; training new volunteer presenters and carrying out various special projects. Char came to the university from Huntington Banks in 1985 and was a supervisor in Accounts Payable from 1985 to 1995. Char has professional certification as an Instructional Designer/Developer and is certified as a Master Trainer from the professional "train-the-trainer" corporation, Langevin Learning Services. Char can be reached via email at jessie.1 @ osu.edu or at (614) 292-3357.

Pam LaPlante

Workshop: Purchasing Experience Sessions

Pam is a fiscal officer in the Procurement Shared Services Center in the Office of Business and Finance. She has been at the University since 1990, when she started in the Office of Human Resources. Among the positions she has held at the University, Pam also spent nearly four years as a Receiver in the Central Receiving Department. Pam attended Rochester College in Rochester Michigan where she studied Natural Science. She can be reached at 614-247-2790 or at Laplante.5@osu.edu

Sue Ledin

Workshop: The Procurement and Payment Process

Sue is a Senior Buyer for The OSU Wexner Medical Center (OSUWMC) Strategic Sourcing and Purchasing Indirect Products and Services Group. Prior to joining the Medical Center, her roles were as Fiscal Officer/Compliance Coordinator for the Office of Academic Affairs, as Strategic Senior Buyer and as Senior Buyer/Vending Coordinator for the University's Central Purchasing Department responsible for purchasing, bidding, and contract management. Sue earned her Bachelor's Degree in Business Administration from Minnesota State University. Prior to joining the university in October 2006, she worked as a Business Administrative Coordinator for Honda of America Manufacturing in the Powersports Purchasing Group. Sue can be reached via email at susan.ledin @ osumc.edu or at (614) 293-5837.

Gary Leimbach

Workshop: Stewardship of Endowment and Gift Funds

Gary is a Treasury Accounting Manager. He manages the Endowment and Treasury Accounting areas of the Controller's Office. Endowment Accounting administers the fund accounting and financial reporting functions for the University Endowment. The area oversees the 5060+ individual endowment funds, releasing annual distribution to each account at the beginning of the fiscal year and as new gifts are received. Endowment Accounting accounts and reconciles the investment transactions performed by the investment managers for the $3.63 billion Long-Term Investment Pool. This department also oversees the Endowment portion of the Controller's Office website. Treasury Accounting performs the accounting functions for the $3.42billion University Operating and Agency funds. Gary has a Bachelor's degree from Ohio State and started working in the Office of of the Treasurer in 1986. Gary can be reached via email at leimbach.4 @ osu.edu or at (614) 688-3652.

Kelley Maynard

Workshop: The Procurement and Payment Process

Kelley is the Manager of the Business Services Center for the College of Arts and Sciences. Kelley manages the procurement, and fiscal activities of the departments and centers within the College of Arts and Sciences, serves as general authority to approve BSC business transactions and administrative policies and procedures, maintains compliance with university internal controls and ensues alignment with Arts and Sciences strategic goals. She serves as an expert resource and advises department HR and fiscal administrators on university and college policies and procedures. She provides procurement, fiscal and HR support and guidance to all units in the college. Kelley graduated from Ohio State with a degree in Criminal Justice and Criminology and has been employed with the university since 1987. Kelley can be reached via email at maynard.52 @ osu.edu or at (614) 247-7168.

Theresa Mooney

Workshop: The Procurement and Payment Process

Theresa is a Program Coordinator for the School of Earth Sciences in the College of Arts and Sciences (ASC) where she provides procurement, fiscal and HR support. She is also the asset manager and grant coordinator for her department. Prior to joining ASC, Theresa was a program coordinator for the College of Food, Agricultural and Environmental Sciences in the School of Environmental and Natural Resources. She served as the administrative manager and research coordinator for the Carbon Management and Sequestration Center. Theresa earned her Bachelor of Science degree in Environmental Science from OSU in 1998. Theresa can be reached via email at mooney.175 @ osu.edu or at (614) 292-6628.

Daniel W. Noonan

Workshop: The Reconciliation Process

Daniel, an assistant professor in the University Archives, is the Electronic Records/Digital Resources Archivist at Ohio State. He consults with campus units, providing advice and consult on electronic records lifecycle management and preservation best practices. He provides classroom training regarding records retention, management and disposal, document conversion, and electronic records preservation. Dan is Ohio State?s representative to and Past-Chair of the Ohio Electronic Records Committee, and the current Chair of the Ohio Historical Records Advisory Board. He is additionally active in national and regional archival and records management organizations.Daniel received a BS in Construction Administration from the University of Wisconsin in 1985 and an MLS degree from Rutgers University in 2001. Dan can be reached via email at noonan.37 @ osu.edu or at (614) 247-2425.

Doris Orsborn

Workshop: Debits and Credits

Doris is the Business Operations Manager in the College of Optometry. Prior to returning to the College of Optometry as their Business Operations Manager, she was a fiscal officer in the College of Education and Human Ecology and previously worked for the Ohio Sea Grant and Stone Laboratory as their HR, Fiscal and Travel Coordinator. Doris began her career in 2007 as an accountant in the College of Optometry where she managed the accounting function of the Optometry Clinics. Doris earned a Bachelor of Science in Business Administration degree with a specialization in Accounting and Business Economics from OSU in 2008. She earned a Master of Arts in Public Policy and Management from OSU in 2012. Doris can be reached via email at osborn.21 @ osu.edu or at (614) 292-4961.

Nicole Pannell

Workshop: Accounts Receivable

Nicole is the Training and Development Coordinator for the Office of the University Bursar and has been with the university since 2007. Nicole focuses on training for Student Financials and Departmental Transfers for Accounts Receivable. She has an Associate's degree in Human Resources from Columbus State and a Bachelor's degree in Corporate Training and Development. Nicole can be reached via email at pannell.32 @ osu.edu or at (614) 688-8234.

Marie Peterson

Workshop: Liaison for The Procurement and Payment Process

Marie is the Manager of the Travel, PCard and Expediting Programs. She is responsible for developing and driving business processes and systems improvements to achieve optimal efficiency and effectiveness of all program functions. Marie has worked for the university since 1998, and has experience working as a Buyer, a Contract Administrator and as a Minority Business Reporting Coordinator in the Purchasing Department. She earned her Bachelor's Degree in Sociology from OSU. Marie can be reached via email at peterson.265 @ osu.edu or at (614) 292-9425.

Tricia Privette

Workshops: Using General Ledger Reports; The Reconciliation Process; Accounts Receivable; Initiator/Inquiry GL Experience

Tricia is a Financial Reporting Analyst in the Division of Accounting, Office of the Controller. Prior to joining the university, Tricia was employed in tax-related positions in both private industry and state government. She has a MBA and a MS in Consumer Sciences from Ohio State and has been a Certified Public Accountant since 1991. Tricia began working for the university as a Senior Accountant in 1997. Tricia can be reached via email at privette.3 @ osu.edu or at (614) 688-3728.

Aaron Purnell

Workshop: Stewardship of Endowment and Gift Funds

Aaron is the Assistant Director of Development Records in The Ohio State University Foundation. His area is responsible for maintaining the gift and biographical records necessary for fundraising and receipting donations. Previously, Aaron worked as an Information Associate in the Gift Processing Office. Aaron received an AA from Columbus State Community College in 2003. He is a veteran of the United States Air Force and grew up in Clintonville, where his Mom, an OSU retiree, and Dad still live. Aaron resides in Marysville with his wife, Chrystal, and two sons, Judah and Reuben. Aaron can be reached via email at purnell.11 @ osu.edu or at (614) 292-1727.

Rick Shaffer

Workshop: Earnings Operations at OSU; The Reconciliation Process

Rick is the Business Operations Manager for the OSU Marching and Athletic Bands. In his role, he manages the financial activities, logistics, and HR/personnel matters for the Bands. Rick has been with OSU for 24 years and has served in various fiscal and HR positions in the College of Food, Agricultural, and Environmental Sciences; Ohio Sea Grant and Stone Lab; the College of Optometry and; the College of Nursing. He earned his master's degree in Public Policy and Management from the John Glenn School of Public Affairs at The Ohio State University and has been a presenter with Financial Training and Documentation since 2001. Rick can be reached via email at shaffer.25 @ osu.edu.

Kristi Todd

Workshop: Earnings Operations at OSU; ; The Reconciliation Process

Kristi is the Manager of Payroll Processing at Ohio State. Kristi is responsible for ensuring the accurate and timely processing of the biweekly and monthly payrolls. She serves as a payroll subject matter expert on University projects such as the Semester conversion, eTime and eLeave initiative and HR system upgrades. She has a Bachelor's degree from Ohio State and has been with the university since 2001. Kristi can be reached via email at todd.22 @ osu.edu or at (614) 292-5444.

Marquitta Tyler

Workshop: Purchasing Experience Sessions

Marquitta is the Department Manager for the Department of African American and African Studies. Her primary duties are handling most fiscal and human resource matters for the department. Marquitta began her career at OSU in 2008 in the Benefits Department for the Office of Human Resources and also worked as a delegated buyer for Student Life in their Fiscal Support Services Center. She has a Bachelor Degree in Business Administration from Ohio Dominican College (now Ohio Dominican University) and a Master of Business Administration from the University of Phoenix. Marquitta can be reached via email at scott-tyler.187 @ osu.edu or at (614) 292-0116.

Ed Ward

Workshop: Using General Ledger Reports

Ed is a Fiscal Officer in the Fisher College of Business shared services center. He is responsible for cash handling, billing & accounts receivable, reconciliations as well as purchasing, travel, accounting and financial reporting for several departments within the college. Ed began his OSU career in 2004 working in Student Life's business office and then moved to Recreational Sports as their senior accountant. Previous to joining the university, he was a personal banker with a major bank here in Columbus, served as the controller of a plastic injection molding company, and worked as the general manager of a small tooling company. Ed is currently pursuing a degree in accounting at Fisher College of Business. He can be reached via email at ward.538 @ osu.edu or at (614) 292-7058.

DeeAnn Willis-Berry

Workshop: Managing Your Department's Capitalized Equipment

DeeAnn is Manager of Asset Management, Office of the Controller. DeeAnn's responsibilities include writing policies and procedures, supporting the Asset Management help desk, and volunteering as a PeopleSoft trainer. DeeAnn came to the university from Bank One in 1997. DeeAnn has a Bachelor of Arts degree in Political Science from The Ohio State University. She can be reached via email at willis-berry.1 @ osu.edu or at (614) 688-4788.