Finance and Budget Modeling Task Force


The Finance and Budget Modeling Task Force will create a new budget model that is transparent, data-driven, supports entrepreneurship and innovation, and aligns resources needed for our strategic mission, vision and themes. In addition to assessing our current financial practices, this task force will develop strategies to optimize our financial resources and our expenditures by adopting best financial practices.

Operational and Infrastructure Excellence

Guiding Principles

  • Align resources with institutional priorities (supporting students, as that is part of our institutional policies, priorities)
  • Support the decision-making process with reliable data and analysis
  • Improve budget transparency
  • Incentivize revenue growth and cost effectiveness
  • Improve fiscal accountability and management of resources
  • Evaluate budget process periodically and adjust as necessary

Task Force Members

Kathy Funk-Baxter
Vice President for Business Affairs
Mauli Agrawal
Interim Provost and Vice President for Academic Affairs
Sam Gonzales
Vice President for Student Affairs
DeBrenna Agbenyiga
Vice Provost & Dean,
Graduate School, VPAA
Elvira Jacquez
President's Office Representative
Assistant Vice President for Strategic Initiatives, Office of the President
Bernard Arulanandam
Executive Sponsor,
Interim Vice President for Research
Paul LeBlanc
Chair, Department of Communications, COLFA
Anujani Aluwihare
Associate Vice Provost for Finance and Resource Planning, VPAA
Beth Manning
Director of Research Financial Administration, VPR
Tammy Anthony
Senior Director of Budget, Planning & Development, VPBA
Harry Millwater
Associate Dean, College of Engineering
Lisa Blazer
Interim Vice President for Strategic Enrollment, VPSE
John Nix
Faculty Senate Representative
Professor, Department of Music, COLFA
Natasha Burns
Faculty Senate Representative,
Associate Professor, Department of Finance, COB
George Perry
Dean, College of Sciences
Mariah Crippen
Student Government Association Representative
Gerry Sanders
Dean, College of Business
Margo DelliCarpini
College of Education & Human Development
Can (John) Saygin
Interim Senior Vice Provost for Institutional Effectiveness and Strategic Initiatives
Kate Falconer
Student Government Association Representative

Kelly Suter
Faculty Senate Representative,
Associate Professor, Department of Biology, COS
Mark Stephen Giles
Associate Professor, Department of Educational Leadership, COEHD
Krystal Castillo Villar
Associate Professor, Department of Mechanical Engineering, COE
Rhonda M. Gonzales
Interim Vice President for Student Success, VPSS
Steve Wilkerson
Interim Vice Provost for Institutional Effectiveness, VPAA
Jackie Hobson
Director of Student Affairs Budget/Finance, VPSA
Bryan Wilson
Interim Vice Provost for Information Technology & Chief Information Officer, VPAA



  • Greg Bedell, Managing Director
  • Mark Finlan, Managing Director
  • Tom Briggs, Higher Education Consulting Manager

Meeting Minutes, Documents and Presentations


October 2017 – December 2017

  • Finance and Budget Modeling Task Force Launched in mid-October 2017
  • Huron Consulting Group Phase I -  Due Diligence with Financial Diagnostic
January 2018 – March 2018
  • Steering Committee established (January 2018)
  • Huron Consulting Group Phase II – Budget Model Development
    • Model Vision Development (January 2018)
    • Model Structure Development (January – February 2018)
    • Pro Forma Model Development (February – March 2018)
    • Scenario Testing and Sensitivity Analysis (Late March 2018)
    • Town Halls
      Tuesday, March 27 | 1:30 – 3:00 p.m. | Retama Auditorium, UC 2.02.02 | Main Campus
      Wednesday, March 28 | 3:00 – 4:30 p.m. | Frio Street Building, FS 1.512 | Downtown Campus

April 2018 – June 2018

  • Huron Consulting Group Phase III – Stakeholder Engagement
    • Deans Model Orientation and Review (April 2018)
    • Department Chair Meetings (Mid/Late April – May 2018)
    • Additional Stakeholder Engagement: Open Campus Forum, Budget Panel Discussion (May – June 2018)
    • Ongoing Model Refinement (April – June 2018)
    • Budget Model Training (June or July 2018)
    • Deans Retreat (May 31, 2018)

Subsequent phases will be launched as needed.