Financial Services Announcements

Spring into 2025: Financial Services Updates

Newsletter highlights:

• Training Program: The new official Financial Services Training Program was launched in January 2025. This program includes expert-led training sessions, hands-on training, networking opportunities, and a certificate of completion.
• IRA New Expense Account Codes: New expense account codes were added to the IRA-TA002 Funds, providing greater flexibility for expenditures.
• P-Card Program Guidelines: The P-Card Policy was updated as of January 1, 2025.

Read our Spring 2025 Newseltter

Recognizing Excellence: Promotion and Retirement Announcements

Celebrating New Beginnings: Frances Petrella's Retirement and Justin Chan's Promotion to Associate Director of Accounting Services and Financial Reporting

Retirement Announcement for Frances Petrella

After 19 years of dedicated service, Frances Petrella is retiring from California State University, Fullerton. Frances began her journey at the Irvine campus in December 2009 as an Accounting Technician II, quickly becoming an invaluable team member. Her proactive approach and ability to collaborate across departments allowed her to address students’ various financial and academic needs effectively.

Upon transferring to the main campus, Frances continued to demonstrate her value in the Cashier’s Office and later in Collections. As a Collections Representative II, she made key recommendations to improve the tracking of past-due accounts and streamline collection processes, enhancing the team’s efficiency and overall effectiveness.

Throughout her career, Frances remained deeply committed to student success, going above and beyond to provide guidance and ensure students could continue their education without unnecessary barriers. Her empathy, care, and advocacy for students left a lasting impact on many individuals and significantly contributed to the positive student experience.

Thank you, Frances, for your unwavering dedication and service. You will be greatly missed.

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Congratulations to Justin Chan! 

We are thrilled to announce that Justin Chan has officially been promoted from Interim to Associate Director of the Accounting Services and Financial Reporting Department (ASFR) as of January 13, 2025. Justin served in the interim position from May 2024 to January 2025. His dedication, hard work, and leadership have been truly inspiring. His innovative approach and collaborative spirit have made a significant impact on our team and the entire university.

Please join us in congratulating Justin on this well-deserved promotion! Let's celebrate his achievements and look forward to the continued success he will bring to our department.

Way to go, Justin!

Financial Services Training Program - Kicks Off This Month

We are We are thrilled to announce the launch of our Financial Services Training Program, starting this month. This comprehensive program will offer an opportunity to gain knowledge on university policies and procedures, helping you become successful at meeting your department goals and needs.

Comprehensive Financial Services Training: Gain a deep understanding of essential financial services processes, university policies, and best practices to ensure compliance and efficiency.

Interactive and Practical Learning: Participate in hands-on training sessions led by expert instructors, and engage in practical exercises to apply your knowledge in real-world scenarios.

Professional Growth and Networking: Earn a certificate of achievement upon successful completion, and connect with peers and colleagues to build a supportive community and share insights.

Visit Financial Services Training Program to learn more

Mileage Reimbursement Rates Update - Jan 2025

Please be advised of the following change to the mileage reimbursement rates effective January 1, 2025:

The IRS mileage reimbursement rates for calendar year 2025 are as follows:

• Standard mileage rate for business travel: $0.70/mile ($0.67 in 2024)
• Moving relocation mileage rate: $0.21/mile ($.21 in 2024 – no change)

Information on Travel Operations and the updated policy are available on the Travel Operations website.    
 
If you have any questions regarding the campus travel policy, please contact: 

Alberto Contreras
Director of Accounts Payable, Travel, and Tax Compliance
Phone Number: (657) 278-3750
Email: albertocontreras@fullerton.edu 

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