Fonds 05 - Financial Services Fonds

Zone du titre et de la mention de responsabilité

Titre propre

Financial Services Fonds

Dénomination générale des documents

  • Document textuel

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  • Source du titre propre: Title based on the contents of the fonds

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Fonds

Cote

CA TWU 05

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Juridiction responsable et dénomination (philatélique)

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Date(s)

  • 1962-2001 (Production)
    Producteur
    Financial Services

Zone de description matérielle

Description matérielle

0.30 m of textual records

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Zone de la description archivistique

Nom du producteur

(1962-)

Histoire administrative

According to "On the Raw Edge of Faith," in 1962, Perry Havens was appointed to the position of Vice President of Business Administration (p. 78), as one of Trinity Junior College's first administrative officers. Mr. Havens also served as Bookkeeper for the College, and his wife, Verna Havens, served as Secretary and Cashier. According to correspondence, October 27, 1964 (F 08 Box 19) Mr. Kenneth Mathys of Vancouver, Washington became the school's new accountant, as Mr. Havens took on greater responsibilities in terms of travelling and representing the school. David Jaeger served as accountant through the 1970s.
In September of 1968, Lyle Vanderpoel was serving as Business Manager; Gary Sparr held that position from July 1972 to the summer of 1974, when R.A. Swanson succeeded him.
Archival records indicate that Nelson Weston was serving in the capacity of Director of Financial Development in 1970, and in May of 1974, R.A. Swanson took on the dual position of Comptroller and Personnel Director. The title "Business Manager" also appears beneath his name on several peices of correspondence.
In 1975, Stan Fryer is listed as Business Manager; in 1976, he is listed as Director of Business Affairs, and in 1977 or 1978, Reg Reimer became Comptroller for the College.
In October of 1979, Harvey E. Ouellette was appointed Director of Accounting and Finance, a position he held until his retirement in 1998. In his role as Chief Financial Officer, he was "responsible for the University's fiscal planning, reporting, budgetting and accounting." He reported directly to the President of the University.

An organisational chart dated July 1980 (F 5 Box 1 File 23) indicates that Doug Sneath was then serving as Director of Business Affairs, providing oversight to Conferences, Maintenance, Food Services, Custodial Services, the Snack Bar, and the Press. It therefore appears that Finance had become a completely separate department by this time.
According to a newspaper article dated Feb. 14, 1992, Bruce Traub was serving as Vice President of Business Affairs in 1992. A memo from January of the same year lists his position title as: VP for Business and Administration. He retired in December, 1993.

In November of 1998, it was announced that Jim Poulsen had been appointed Vice President for Finance. According to an email message dated November 27, 1998, "In his new position Jim will be responsible for providing overall financial leadership for the University, within the context of both day-to-day operations and longer-term strategic planning." Prior to his appointment, he had served the University for ten years as Manager of Accounting Services. As a member of the President's Office, Jim Poulsen reports functionally to Guy Saffold, Executive Vice President.
In September of 1999, the department was re-named "Financial Services." At that time, Ron Willms served as Manager, Financial Reporting; in July of 2000, he became Director of Financial Services.
On May 31, 2004, Guy Saffold announced the appointment of Ron Willms as Associate Vice President for Finance, ratified by the Board November 2004. Shortly thereafter, in February of 2005, Laurel Miller was appointed Director of Financial Services.

An intercomm announcement October 19, 2009, stated that as a result of the university's redisign plans Ron Willms would be leaving TWU, after twelve years of service. Jim Poulsen was listed as VP - Finance with Dale Clark identified as Senior VP - Administration & Resources.

A May 25, 2010 email announced that Dale Clark had resigned his position. Financial Services would report to Vice Provost Todd Erickson.

In November, 2011, it was announced that Derek Dawson, MBA, had been hired as the new Senior Vice President of Business Affairs, effective January 2012.

Donation processing and reporting responsibilities will be assumed by Financial Services under the leadership of Jackie Jansen, Associate Director.
Source: July 18, 2013 email from the President's Office

Derek Dawson resigned from Trinity Western University at the end of August, 2015.
Source: August 6 email from the President's Office

We’re continuing to strengthen Trinity Western University’s Executive Leadership Team with the appointment of Bob Nice, a seasoned financial management expert. He will serve as TWU’s new CFO and Senior Vice-President of Business Administration as of today, July 11. Bob will oversee TWU’s finance, human resources, information technology and campus facilities departments. His tasks will include strategic planning, development, implementation, administration and evaluation of all administrative and support units under his management.
Source: July 11, 2016 email from the President's Office

As of January 1, 2017, Sheldon Loeppky has accepted a position as Associate VP, Campus Initiatives, reporting to the Senior Vice Pres., Business Administration and CFO, Bob Nice, to work with special buildings and facility development, design and construction, including feasibility analysis, planning, coordination and quality review. He will be moving to the second floor of Reimer.
Source: email update from the President's Office
Loeppky resigned from this position in April, 2017.

Historique de la conservation

The audited statements were transferred to the Archives by Ron Willms in November of 2000; the mortgage documents were transferred in July of 2003. Other materials filed in Box 01 were part of archival holdings prior to 1994, and were acquired by David Twiest, Director of Libraries.

Portée et contenu

The fonds consists of a limited number of records that document some of the activities and functions of the Financial Services department. These records include a complete set of Trinity Western University's annual, audited financial statements (1962 to 2000), as well as a small number of files containing budgetary information (1973-1979), several reports to the Board, mortgage documents (transferred in July of 2003), and one copy of "Appraisal of Trinity Junior College" dated 1966.

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Classement

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Disponibilité d'autres formats

Restrictions d'accès

Access restrictions apply. Please contact Archivist for additional information.

Délais d'utilisation, de reproduction et de publication

Instruments de recherche

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Éléments associés

Accroissements

Further accruals to this fonds are expected

Note générale

Appraisal document includes photographs

Désignations alphanumériques

9350

Description matérielle

Actual physical extent of textual records inside boxes is 0.22 m

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Dates de production, de révision et de suppression

December 12, 2002<br/>October 25, 2012<br/>Thursday, October 25, 2012 2:57:55 PM by SylviaS<br/>Wednesday, November 30, 2011 4:33:37 PM by SylviaS<br/>Wednesday, May 26, 2010 4:34:28 PM by SylviaS<br/>Wednesday, October 21, 2009 2:08:08 PM by SylviaS<br/>Wednesday, February 25, 2009 8:52:42 PM by Keharn.Yawnghwe<br/>Saturday, September 22, 2007 4:08:21 PM by sylvias<br/>Friday, July 07, 2006 11:46:58 AM by SylviaS<br/>Saturday, October 29, 2005 10:29:51 AM by SylviaS<br/>Friday, July 08, 2005 2:15:35 PM by SylviaS<br/>Saturday, May 21, 2005 4:39:56 PM by SylviaS<br/>Saturday, May 07, 2005 1:32:49 PM by SylviaS<br/>Thursday, April 07, 2005 10:35:33 AM by SylviaS<br/>Thursday, April 07, 2005 10:31:09 AM by SylviaS<br/>Thursday, January 27, 2005 12:38:35 PM by SylviaS<br/>Saturday, January 15, 2005 11:28:28 AM by SylviaS<br/>Thursday, November 25, 2004 11:16:00 AM by SylviaS<br/>Thursday, July 29, 2004 12:30:09 PM by SylviaS<br/>Thursday, June 17, 2004 5:06:34 PM by SylviaS<br/>Wednesday, July 30, 2003 10:19:53 AM by sylvias<br/>Wednesday, July 16, 2003 2:52:17 PM by sylvias<br/>Thursday, December 12, 2002 4:40:50 PM by SylviaS

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Localisation physique

  • Boîte: Bay 11 Shelf 5