Student Business Services Staff (Cashier's Office)

Kathy Retz

 715-232-1656  |

Responsible for the following functional areas:
  • Student account receivables
  • Financial aid distribution
  • University cashiering
  • Student delinquent accounts
  • eStout and laptop accounting 
  • Perkins loan collection
Julie Cook
 Educational Loan Collector 

 715-232-1171  |

  • Maintain/coordinate third party billing services for Perkins Loan
  • Collect NDSL/Perkins Loans
  • Collect all university miscellaneous accounts
  • Coordinate third party billing for student accounts
Kim Karis
 Financial Specialist

 715-232-1403  |

  • Process all miscellaneous revenue from GPR, PRO, SEG, and all federal funding sources
  • Supervise/train credit card use
  • Assist student billing cashier
Diane Oakland
 Payment Services & Customized Instruction 

 715-232-3685  |

  • Process veteran's benefits
  • Coordinate customized instruction processes in the Business Office
  • Coordinate segregated fee waivers
  • Maintain financial records for Study Abroad and the Foreign Exchange Program

Casey Peterson
 Educational Loan Collector
  • Maintain/coordinate third party billing services for Perkins Loans
  • Collect NDSL/Perkins Loans
  • Collect all university miscellaneous accounts
  • Coordinate third party billing for student accounts

Arlene Schuler
 Student Accounts

 715-232-2349  |

  • Assist in the management of the state and federal GI Bill Program
  • Manage the withdrawal process
  • Support student account record keeping
  • Process specialty payments
  • Assist student payment cashier
  • Coordinate Reciprocity and Marital Property Program
  • Manage ImageNow Processing
  • Assist with temporary employee management
Bonnie Shirley-Lee
 Student Accounts
 715-232-1656  |

  • Support student account receivables
  • Student payment cashier
  • Assist revenue cashier in pre-auditing, receipting and balancing
Joan Wahl
 eStout Laptop Administrative Coordinator 

 715-232-2649  |

  • Coordinate laptop distribution and recovery activities
  • Support and assist the UW-Stout Laptop Program
  • Negotiate vendor contracts and lease agreements
  • Track eStout inventory
  • Provide documentation and reports for program
Alyssa Peterson
 Business Analyst 
 715-232-5504 |

  • Provide Project Management, Systems Analysis, System Design, System Implementation, System Maintenance and Technical Skills and Support for the application involved with PeopleSoft Campus Solutions Student Financials. 
  • Operational Processing and Documentation. 

Procurement & Materials Management Staff

Brent Tilton

 715-232-2346  |

  • Direct all procurement functions for the university according to state guidelines and laws, including the delivery and disposal of obsolete items.
  • Review of all university contracts to ensure accordance with state guidelines.
  • Responsible for the fiscally sound purchasing as well as ethical and legal contracts.

Oran Bertram
 Inventory Control Coordinator

 715-232-2262  |

  • Surplus Stores preparation and sales
  • Online Auction Sales
  • e-Cycle Program
  • Surplus Coordination
  •  Surplus pick-up and delivery
Mary Dodge
 Mail Service Administrator

 715-232-1347  |

  • Preparation of outgoing mail services
  • Bulk Mail & freight

Jadalyn Hurlburt
 Receiving Coordinator and University Stores

 715-232-2193  |

  • Incoming/outgoing freight coordination
  • Central Stores coordinator
  • Maintains Central Stores charge backs

Ryan Dolan
 Printing Assistant

 715-232-1776  |

  • Campus Consultant for graphic design
  • Preparation of document for printing
  • Identity Standard member

Merri King
 Assistant Director

 715-232-2466  |

  • Direct comprehensive procurement for purchasing and commodities, serving as contracting officer with delegation up to $50,000.
  • Counsel university staff solutions to print purchase of commodities, services and equipment.
  • Supervise Printing Services, Mailroom, Stores and Shipping/Receiving.
  • Responsible for University's identity program

Michelle Klass
 Senior Purchasing Agent 

 715-232-2453  | 

  • Procurement Card Coordinator
  • Convenience Copier
  • Fixed Assets
  • RFP/ RFB purchases 

Rance Pederson
 Shipping & Mail Services Associate

 715-232-1347  |

  • Mail distribution and delivery
  • Post Office pick-up and drop-off
  • Central Receiving and freight delivery

Kyle Kuester
 Shipping & Mail Services Associate

  • Mail distribution and delivery
  • Post Office pick-up and drop-off
  • Central Receiving and freight delivery

Procurement & Material Management Fax: 715-232-1565

Business and Financial Services Staff

Kim Schulte-Shoberg

Controller, Assistant Vice Chancellor 
715-232-1285  |

  • Maintains the overall integrity of the financial records and internal control environment of the university.

  • Directs the financial analysis and reporting of the University.
  • Directs the development of fiscal plans, systems, and procedures of the University consistent with GAAP.
  • Responsible for overseeing the areas of Accounting Services, Student Business Services and Procurement & Material Management.

 Fax: 715-232-2307

Accounting Services Staff

Tracey Bauer
 Director of Accounting Services

 715-232-2344 |

  • Directs all activities of Accounting Services, including AP, Pre-Audit, Travel Reimbursement, General Ledger, and Grant/Contract Accounting
  • Responsible for design and oversight of accounting system architecture
  • Formulate and implement financial policies and procedures
  • Respond to financial requests

Nancy Brody
 Accounts Payable Clerk

 715-232-3286  |

  • Processes payments for utilities, subscriptions, memberships, and other miscellaneous direct payments
  • Auditing and processing of invoices
  • Provide tax exempt certificate and W-9 form by request
  • Oversight of student organization agency accounts
  • Processes Payroll Transfers
  • Approval and Processing of Faculty/Staff Tuition Reimbursement 

Heidi Engelmann-Kothrade
 Travel Auditor

 715-232-2334  |

  • Travel expense reports, advances, registrations, audit, and processing 
  • US Bank Corporate Travel card
  • PIR Audit and Processing
  • Audit of Food Requisitions
  • Holder and Editor or Campus Funding String List

Denise Evjen
 Financial Administrator/ Grants and Contracts
 715-232-5393   |

  • Performs fiscal administration of Federal & non-Federal grants/ contracts
  • Trains campus users in grants administration and financial reporting
  • Processing of department requisitions, chargebacks, expense & revenue transfers

  • Leigh May
     Grants and Contracts Accountant

     715-232-2640  | 

    • Post-award accounting and administration for all federal and non-federal grants, contracts and gifts associated with the University
    • Serves as the Business and Financial Services liaison for the campus document imaging initiative
    • Maintains cash management systems for grants and accounting for federal financial aid programs
    • Processes external invoices

    Angela Woodman

     Financial Administrator/Financial Analyst
     715-232-5058 |

    • General Ledger/ImageNow primary, auditing transactions for accuracy and upload, including dropbox and chargebacks
    • Review, Develop and Approve transaction processing through outside systems to be interfaced with campus SFS financial records
    • Prepare various year end reports for submission to UW System
    • Distribution of System Administration charges including IUJ and IUT transactions
    • Develop and Maintain Banking Functions/Cash Management
    • Pay Cycle check processing
    • Process Wire Transfer and Foreign Currency Contracts 
    • Preparation and Distribution of System and Campus Assessments 

    FAX: 715-232-2307