Administrative Forums

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About the Admin Forums


The Forum will be held on a bi-monthly basis with the aim of bringing subject matter experts, representatives from central offices, and other key stakeholders together to discuss policy and procedures updates, system enhancements, best practices, upcoming deadlines, new tools, updates from leadership and various committees, and other topics of interest.


The Forum will be as inclusive as possible, with participation of a wide range of financial and administrative stakeholders from across the School and University, including but not limited to grant managers, ADFs, AP personnel, and central financial representatives.


A recording of each Forum and copies of presentation materials will be available on HCSRA. We’ll highlight this at the next Forum.

Your Participation

We want to cover the topics and issues that are most important to you, so we’d love to hear from you! If you have any questions, ideas for future Forums, or general feedback, please let us know at Please forward this information to others who might like to participate. We want to be as inclusive as possible!

Administrative Forum Planning Committee Members

  • David Mattke – Associate Director of Finance, Dept. of Global Health and Population (Co-Chair)
  • BriAnne Crowley Associate Director of Finance, Dept. of Molecular Metabolism (Co-Chair)
  • Kathy Austin – Director of Financial Aid
  • Lilu Barbosa Chief Diversity, Inclusion and Belonging Officer
  • Vanessa Barton Assistant Director of Faculty Programs and Proposal Support
  • Claudia Borden – Senior Financial Accountant, Office of Financial Services 
  • Laura Chau – Research Administration Coordinator II
  • Rob Correia – Associate Director of Finance, Center for Population Studies
  • Catalina Diaz Associate Director, Research and Compliance
  • Deane Eastwood Chief Information Officer
  • Katelin Firth Manager of Administration and Finance
  • Alex Garcia-Rangel – Associate Director of Technology Services
  • Leslie Howes – Director, Office of Regulatory Affairs and Research
  • Manny Lim –  Executive Assistant, Office of Diversity and Inclusion 
  • Jennifer Neira – Associate Director of Research Administration Education
  • Isin Ugur-Bastepe Associate Director of Faculty Affairs and Administration
  • Trina Weekes – Assistant Director of HRIS 

Admin Forum Presentations (HarvardKey login required)



Presentation Materials

Zoom Video Presentations

November 9, 2022
  • Welcome - David Mattke, Associate Director of Finance Associate Director of Finance, Dept. of Global Health and Population
  • Brief Remarks Regarding Access to Postdoc Folder - Claudia Borden, Senior Financial Accountant, Office of Financial Services
  • Wasabi Online Training Updates - Rachel Dalby, Programmer Analyst, Dept. Of Information Technology
  • Information Technology Updates: Andy Ross, Senior Information Security Manager, and Noah Hulbert, Manager of IT Field Support Services, Dept. Of IT
  • Data & Safety Monitoring Plan (DSMP) Resources - Jennifer Neira, Associate Director Research Administration Education, and Patrick O’Neill, Director of Research Administration, Sponsored Programs Administration
  • Award Management Checklist - Mark Todesco, Associate Director, Research Finance, Office for Sponsored Programs

1) Admin Forum Agenda

2) New NIH Data Management and Sharing (DMS) Policy

3) OSP's Award Management Checklist Presentation

4) Changes with BCD Travel (Will No Longer be a Preferred Travel Agency) effective 2/18/23

5) Information Technology Updates

6) Wasabi Online Training Updates

November 2022 Admin Forum Zoom Recording

May 11, 2022
  • Welcome and Announcements 
  • Office of Diversity & Inclusion (ODI) HighlightsLilu Barbosa, Chief Diversity, Inclusion & Belonging Office
  • Research Misconduct – Delia Wolf Christiani, Associate Dean for Regulatory Affairs & Research Compliance
  • ORSD Services – Vanessa Barton, Assistant Director of Faculty Programs and Proposal Support
  • Fed Work Study – Kathy Austin, Director of Financial Aid

1) Office of Diversity & Inclusion (ODI) Updates

2) Responding to Allegations of Research Misconduct

3) Office of Research Strategy and Development (ORSD)

3) Federal Work Study Program (FWSP)


May 2022 Admin Forum Zoom Recording
March 9, 2022
  • POI Policy and Process - Jennifer Ivers, Associate Dean for Faculty Affairs 
  • Flexwork Q&A - Katie Hope, Executive Dean for Administration, Harvard TH Chan School of Public Health
  • Travel - Preferred Vendors - Stacey Clifton, Sr. Manager Travel Expense and Card Services

1) POI Policy and Process

2) Travel Expense Tips and Tricks

March 2022 Admin Forum Zoom Recording
November 10, 2021
  • Back-to-School Policy Refresher Part 2 – Performers and Honorarium Payments, etc. – Karen Kittredge, Manager of Policy and Business Process, Office of the Controller
  • HR - Update – Trina Weekes, Assistant Director of HRIS, HR
  • Other Support Changes, Upcoming Fishbowl sessions, and System Access Review - Updates – Jennifer Neira, Associate Director of Research Administration Education, SPA

1) SPH Back to School Policy Refresher Part 2

2) Admin Forum Meeting Questions 11.10.21

3) HR Update 11-10-21

4) SPA Updates Admin Forum 11.10.21

November 2021 Admin Forum Zoom Recording

September 8, 2021

The highlight of the September Forum will include HR year-end updates and a back-to-school policy refresher session presented by Karen Kittredge, Manager of Policy and Business Process. Karen will cover topics like procurement policy, independent contractor policy, corporate card/travel policy, including common errors, and more. Zoom details below and full agenda to follow.

1) Back to School Policy Refresher: 9.8.2021

2) HR Updates for Year End Meeting: 9.8.2021

September 2021 Admin Forum Zoom Recording