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Budget Development





WORKING TOGETHER TO BUILD A STRONG FINANCIAL FOOTING

Stony Brook University's budget development process begins in December of each year. As individual departments, divisions and schools develop their budget forecasts, our team of experts works in tandem with each area to provide comprehensive oversight and assistance. Budget requests are presented to senior leadership at the start of the summer, and decisions regarding resource allocations for the University are communicated mid-summer. The BFP&A team then liaises with each of Stony Brook's unique areas throughout the course of the year to maintain budget targets and hit critical ROIs. 

COMMITTEES

The following committees, and their members, provide guidance, review and decision making pertaining to the Stony Brook University annual budget.  

SBET

The Strategic Budget Executive Team (SBET) is a presidential committee that serves as the deciding body around University-wide allocations. Members include:

(Chair) Richard L. McCormick -  Interim President 

Carl Lejuez - Executive Vice President and Provost

Kevin Gardner - Vice President for Research

Jed Shivers - Senior Vice President for Finance & Administration

Bill Wertheim - Interim Executive Vice President for Stony Brook Medicine

Justin Fincher - Interim Chief Deputy to the President, Senior Vice President for Government and Community Relations, Executive Director of the Stony Brook Foundation

Wendy Pearson - Vice President for Strategic Initiatives

 Additionally, upon invitation, other SBU senior leaders attend SBET meetings.

Support staff include Heather Montague, Elizenda Mondiser, and the BFP&A team.

 

 

 

 

 

 

 

 

 

SET

The Senior Executive Team (SET) is a leadership
committee that reviews and approves hiring and spending requisitions that are subject to requisition guidelines. Members include:

Jed Shivers - Senior Vice President for Finance & Administration

Justin Fincher - Interim Chief Deputy to the President, Senior Vice President for Government and Community Relations, Executive Director of the Stony Brook Foundation


With staff support from: 


Heather Montague - Senior Associate Vice President for Budget & Financial Planning

Lynn Johnson - Vice President of Human Resource Services

Carl Lejuez - Executive Vice President and Provost

Diane Fischer - Associate Vice President for Academic Budget and Financial Planning

John Riley - Associate Vice President, Health Sciences; Vice Dean, Administration and Finance Renaissance School of Medicine at Stony Brook University

Melissa Hogarty - Assistant Vice President for Business, Finance & Administration

Area VP Delegate as needed

 

 

 

 

 

BPC

The Budget Planning Committee (BPC) is a group of senior budget officers across campus that provides feedback to the SBET around budget practices, policies and procedures. Members include:

(Chair) Heather Montague  - Senior Associate Vice President for Budget & Financial Planning

John Riley - Associate Vice President, Health Sciences; Vice Dean, Administration and Finance Renaissance School of Medicine at Stony Brook University

Diane Fischer - Associate Vice President for Academic Budget and Financial Planning

Melissa Hogarty - Assistant Vice President for Business, Office of Administration & Finance

Martin Tessler - Senior Director of Financial Operations for President's Office | Division of Information Technology | Government & Community Relations

Rachel Ingrassia -  Director of Finance and Management
for College of Engineering and Applied Sciences

Ming Huang - Assistant Dean for Budget, College of Arts and Sciences

Support staff include Eli Mondesir and Nicholas Candela from the BFP&A team.


BPC Multi-Year Planning  Reccomendations

 

 

 

CAPRA

The Committee on Academic Planning and Resource Allocation (CAPRA) works in partnership with the BPC to review budgetary procedures and priorities for planning and resource allocation in the Presidential, Provostial, and Vice-Presidential areas.

Membership is available on the CAPR