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UW Foundation

Financial Services Training Opportunities

 

Introduction to F-Reports (This is a mandatory training to gain access to the F-Reports)

• Offered once a month (or by appointment if needed)
• Watch for email notifications in regards to this training to sign up
• Contact Jeff Fife jfife1@uwyo.edu  if you have any questions on the next available training

 

Understanding Foundation Funds and Reports: Advanced training on Automatic Transfers, Deposit Information, CDO & General Ledger Report, Form 100, use of Discretionary Funds (allowable/disallowed), and Form 300 transfers (Foundation account to Foundation account)

• Offered once a month
• Watch for email notifications in regards to this training to sign up
• Contact Jeremy Page jpage@uwyo.edu if you have any questions on the next available training

 

Scholarship Report Training

• Contact the foundation fdn-accounting@uwyo.edu to schedule a training

 

Individualized Training

• Individual or small group meeting will be informal discussions that are tailored to fit your needs as a department, and can be helpful in areas such as analyzing the history of your accounts or clarifying account criteria to utilize funds to the fullest potential.
• Contact the foundation fdn-accounting@uwyo.edu to schedule a meeting

 

Financial Services forms can be found on the Foundation Accounting WyoGroup page or on the F-Reports drive in the folder called “Forms & Policies”. These are updated periodically, so please make sure you are using the most updated form. If you have any trouble accessing these forms, please email jpage@uwyo.edu or CLICK HERE

Contact Us

University of Wyoming Foundation

222 S 22nd Street

Laramie, WY 82070

Phone: 307-766-6300

Toll Free: 1-888-831-7795

Fax: 307-766-4045

Email: foundation@uwyo.edu

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