Finance and Administration
CWU Accounting Office
Our department includes SURC Accounting and Grant & Contract Accounting.
Annual Financial Reports
CWU Financial Reports by Fiscal Year:
System Financial Reports by Fiscal Year:
Investment Portfolio:
CWU Investment Acct FY22 (PDF)
CWU Endowment Annual Bond Mix FY22 (PDF)
CWU Endowment Annual Consolidated FY22 (PDF)
CWU Endowment Annual Stock FY22 (PDF)
Accounting Procedures & Guidelines
Relevant policies and procedures can be found in CWU's Policies & Procedures manuals.
Budget Management Forms
- ChartField Redesign nVision Layouts (PDF)
- Chart of Accounts Cross Reference Tools (PDF)
- CatPlan Forms
- Financial Management System End User Queries (PDF)
- Query Friendly Viewer (PDF)
nVision Guides:
- nVision Training Fact Sheet (PDF)
- Running Basic "multi-charted" Reports (PDF)
- Running Burn Rate and Burn Rate Backup Reports (PDF)
- Running Fund Summary and Detail Reports (PDF)
- Running Project Type Summary and Detail Reports (PDF)
General Accounting Forms
FMS PeopleSoft Forms
Accounts Payable Forms
- A-19 Invoice Voucher Form (MS EXCEL)
- Lost Receipt Verification Form (PDF)
- Payment of Invoices on Standing Orders (PDF)
- Check Request Form (PDF)
- Check Request Petty Cash Form (PDF)
- Designation of Petty Cash Fund (PDF)
- Petty Cash Reimbursement/Receipt Form (PDF) | Petty Cash Reimbursement/Receipt Form (MS EXCEL)
- Reimbursement of Petty Cash (PDF) | Reimbursement of Petty Cash (MS EXCEL)
Other Forms
Closing Calendars | Closing Tables
- FY 2023 Closing Calendar (PDF)
- Fiscal Year End Closing Table for 2022 (PDF)
- FY 2022 Closing Calendar (PDF)
Reconciliation
Additional Resources
Accounting Office Staff
- Patrick Stanton, Patrick.Stanton@cwu.edu (509) 963-2956, Executive Director of Finance
- Lacy Lampkins, Lacy.Lampkins@cwu.edu (509) 963-3083, Director of Finance
- Genevieve Doshier, Genevieve.Doshier@cwu.edu (509) 963-2956, Administrative Assistant 4
- Chris Huss, Christopher.Huss@cwu.edu (509) 963-1997, Financial Systems Functional Manager
- Juliana Lowe, Juliana.Lowe@cwu.edu (509) 963-2760, Foundation Finance Manager
- Tracy Pitzel, Tracy.Pitzel@cwu.edu (509) 963-1991, Fiscal Analyst 3
Auxiliary Account Staff
- Trent Bucy, Trenton.Bucy@cwu.edu (509) 963-2840, Auxiliary Finance Manager
- Melissa Reynolds, Melissa.Reynolds@cwu.edu (509) 963-2836, Fiscal Specialist Supervisor
- Brandon Wear-Grimm, Brandon.Wear@cwu.edu (509) 963-2806, Fiscal Analyst 2
Grant and Contract Accounting Staff
- Kelly Minor, Kelly.Minor@cwu.edu (509) 963-1987, Fiscal Analyst 4 (Investment/Asset Management)
- Heather Harrell, Heather.Harrell@cwu.edu (509) 963-1988, Post Awards Manager
- Teresa Vadnais, Teresa.Vadnais@cwu.edu (509) 963-2302, Fiscal Specialist 1 - Grant Accounting
CWU News
CWU dancers perform their professor’s work at national festival
December 6, 2023
by David Leder
Wildcat alum represents passion for CWU on the road
December 6, 2023
by Robin Burck