Session Descriptions

UB Business Day consists of 30 sessions across five time slots throughout the day by numerous presenters. Session descriptions for each time slot are below.

  • UB Budgeting 101: Planning UB's Financial Future Together

    Presenter(s): Joe Lewandowski, Peter DiNunzio, Bin Chen, Carl Lam, Kishanie Fernando

    Resource Planning

    Time: 1:30 p.m. | Room: Porter/Deveaux

    Ever wonder how UB builds its budget? Let's break it down — from revenue sources and workforce planning to forecasting and scenario modeling. Led by the Office of Resource Planning, we’ll use interactive tools and real-life examples to show how financial planning drives institutional success. Whether you’re hands-on with budgets or just curious, you’ll leave with a clearer understanding of UB’s financial landscape and your role in shaping it. 

  • UB Foundation: Exploring Its Capabilities

    Presenter(s): Patrick Richey, Chris Decker

    University at Buffalo Foundation

    Time: 1:30 p.m. | Room: Olmstead

    Learn about the various functions at UB Foundation (UBF) and explore how UBF supports the mission of the University at Buffalo. Hear what is new at UBF and take away info about roles at UBF and the subject matter experts who can assist you with accomplishing your goals.   

  • UB Trademarks and Brand Guidance: Selecting the Right Merchandise

    Presenter(s): Chloe Milbrand

    University Communications, Branded Merchandise

    Time: 10:00 a.m. | Room: Porter/Deveaux

    Receive an overview of the process for ordering branded merchandise in accordance with trademark and brand standards. Additionally, discuss selecting appropriate products to meet your needs while emphasizing sustainability and responsible brand representation.

  • Using and Reconciling Research Foundation (RF) Procurement Cards

    Presenter(s): Valerie Dennis, Bethany Nalezynski

    Financial Management

    Time: 10:00 a.m. | Room: Governor's

    Learn what’s allowable and not allowable when using Research Foundation (RF) Procurement Cards. We’ll also demonstrate the updated reconciliation process in Concur coming for all cardholders in January 2026, including how to upload receipts, categorize expenses and submit for approval. Gain a clear understanding of compliance and hands-on familiarity with the new reconciliation and workflow process.