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Financial Planning & Budgeting

The Financial Planning & Budgeting office strives to serve the University community with a friendly and servant oriented mindset. The functions of our office include:

  • Coordinate and assist in the development of the operating budget requests
  • Ensure the departments operate in accordance with the University’s Policies and Procedures
  • Provide management with analysis and feedback about budgetary problems
  • Ensure the timely availability and integrity of financial data for institutional decision-making
  • Monitor departments operating budgets
  • Process approved budget amendments
  • Assist Budget Managers in the execution of their responsibilities
  • Train division leaders, budget managers, and other users of the University's financial system on:
    • Finance related Policies & Procedures
    • Using the University's Financial System (Banner)
    • Understanding the Budget Planning Process


Please contact your Budget Analyst regarding any of your budget or finance related questions.  Below is a listing of the assigned areas of the University.  

Debbie Crouch

Jim Foit

Kristi Jennings

Tommy Mason

Samantha Rice
Academic Admin. Administration Admin. Info. Management Marketing Auxiliary Services
Academic Centers Athletics Exec. Projects &
Spiritual Programs
Online Enrollment Campus Recreation
Colleges & Schools Development Information Services Resident Enrollment Field Operations
Libraries Finance Student Affairs   Planning & Construction
  Human Resources      




Fiscal Year 2015 Budget Planning

The following tools were developed for th Budget Planning Cycle for Fiscal Year 2014-2015.  Divisions should use the documents below to assist them in the planning process.  Further assistance can be obtained via your specific Budget Analyst.

Budget Guidelines, Fiscal Year 2014-2015
     Strategic Planning Goals and Objectives

Budget Request Form (BRF)
     Budget Request Form, Instructions

Budget Planning Spreadsheet (BLANK)
     Budget Planning Spreadsheet, Instructions

Finance 300 - Budget Planning


Banner Finance Training


Policies & Procedures

Other Important Links 

Brand Identity Guide

Five-Year Strategic Plan 

Transportation Process for Users

LU Transit Bus Rental and Charter Services

Information Technology
     IT Marketplace

Staples Link

Budget Management Training
General Policies & Procedures

Duties & Responsibilities