Blue Devil Finance Focus newsletter magazine FEBRUARY 2025
Annual Holiday Party
What an exciting night we had at the annual holiday party. This past December, we met at the JB Duke and it did not disappoint!
FINANCE WEBSITE UPDATE
Duke Finance website has been launched via Sites Pro. Check it out!
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HELPFULTIPS&TRICKS
Do you use bitly to shorten your long URLs? Well, we now have a Dukebranded option!
Watercooler Conversations
Notable news about our colleagues’ career and personal milestones.
6 Kudos:ShoutOuts
Have a word of praise or kudos to give to someone else? Here it is!
QuarterlyBirthdays
Let’s celebrate with our colleagues on their special day. Other notable dates listed.
TeamworkTouts
Various team gatherings and volunteer work is featured.
to Know You: Staff profile featured quarterly.
Newsletter Newsletter
EDITOR-IN-CHIEF
Rachel Satterfield, VP of Finance & Treasurer
GENERAL CONTENT EDITOR
Marcia de la Torriente, Managing Director of Duke Finance
CONTRIBUTING WRITER AND CONTENT EDITOR
Krystal Ingram, Treasury
Contributors
SHOUT OUTS & CONTENT EDITOR
Suzette Billings, Procurement & Supply Chain
TEAMWORK TOUTS AND CONTENT EDITOR
Melodie Ford, Controllers Division
CONTENT DIRECTOR
Cassie Lewis, Office of the VP
Patricia Murphy WES HARTSOE
Pat provided information on the new arrival of Monique Fils-Aime ‘ s precious baby.
SARAH GULLIE
Sarah provided information about a new employees and a retirement in her area
Wes provided information on his department and their service of emergency placement of insurance coverage
GWEN HALL-DiFABIO
Gwen provided an update pertaining to the Duke Finance website migration work. She likewise provided information on a volunteer opportunity her team took part in.
Tonya Higgs
Tonya provided great information about birthdays in her area as well as a baby shower.
Gloria Yearby
Gloria provided a few pictures from our recent holiday party, and provided information on her recent birthday trip!
Letter from
Rachel
Dear Finance Team,
I hope you all had a wonderful holiday season, filled with joy, relaxation, and special moments with your loved ones.
As we dive into the year, I want to take a moment to personally thank each of you for your incredible dedication and hard work. Your efforts make a significant impact in support of Duke's missions, and I truly appreciate everything you do.
I hope you enjoy this quarter's newsletter, which is packed with team stories, pictures, and (hopefully) some helpful work-related updates. Let's continue to build on our successes and make this quarter even more remarkable.
Warm regards,
Rachel Satterfield
VP OF FINANCE AND TREASURER
Duke Finance
ANNUAL HOLIDAY PARTY ANNUAL HOLIDAY PARTY
We had a wonderful time at our annual event, the Duke Finance Holiday Party this year held at the JB Duke Hotel!
SHOUTOUTS
With Shout-Outs, you enable all your team With Shout-Outs, you enable all your team members to give positive recognition to each members to give positive recognition to each other so you cultivate a culture of trust other — so you cultivate a culture of trust with recognition. with recognition.
Corporate Risk Management assisted in the emergency placement of insurance coverage for DHVI’s manufacturing of saline products for DUHS following Helene and the following shortage due to the impact at the Baxter facility in WNC.
-Submitted by Wes Hartsoe , Corporate Risk Management
Shout out to Tonya Higgs (Purchasing Manager).
This is an appreciation note for a one-of-a-kind boss. Not many people have the privilege to work under someone as caring and understanding as Tonya. Having her as a boss helps the whole work experience. Her willingness to help and give guidance is just a couple of the things that make her a great boss. Thanks for all you do Tonya!
-Submitted by Amy Batten, Procurement & Supply Chain
The Finance website migration to Sites Pro is now complete.
Thank you to all Content Editors whose work was critical to the conversion. Please take a few minutes to explore the site.
IN THE DAY AND AGE OF HYBRID AND WORK-FROM-HOME SCHEDULES, WE DO NOT ALWAYS GET THE OPPORTUNITY FOR THOSE “WATERCOOLER CONVERSATIONS.” LET’S SHARE OUR STORIES.
Two New Revenue Specialists to University Cashiering, Kairma Toomer and Haley Clark.
New Treasury Operations employee, Erin Berkley, began on January 2nd.
New Financial Planning & Analysis employee, Hannah True, began on January 6th.
New Assistant Director in Cash Analysis and Technology, Mary Lewis, began on January 21st in Corporate Cash Management.
A great big Duke Finance welcome to Kairma, Haley, Erin, Hannah, and Mary!
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Joe Holloman transferred from Corporate Cash Management to School of Medicine Finance in January 2025.
We thank Joe for his contributions to Corporate Cash Management and Duke Finance.
Promotion to FMA III-Manager University Cashiering, Kyle Aldred. Congratulations on the promotion, Kyle!
Linda Clayton, Student Account Analyst in the Bursar’s Office, retired on Jan. 2nd.
We will miss Linda in the Bursar’s office, but we congratulate her on her retirement to pursue other adventures not in the workforce.
Gloria Yearby in Supply Chain
Management did her January 7th birthday RIGHT! She spent it in Punta Cana, Dominican Republic with her husband (pictured below) and friends!
Ann Bothwell has retired at the end of January. Ann joined Duke in July 1990 working in Duke’s Internal Audit Office. After leaving the Audit Office, Ann worked in Endowment Administration and subsequently became Director of the Bursar’s Office. During Ann’s tenure in the Bursar’s Office, she led the Bursar team while Duke implemented PeopleSoft for Duke’s student billing and payments. After meeting that challenge, Ann later transferred to Treasury Services to lead/teach many of her Duke colleagues the ropes of international banking. In the last ten years of her tenure, Ann has led Duke’s Corporate Cash Management function as her team has responded to Duke’s ever-changing cash and forecasting needs.
It’s during these last few years that we have seen our colleague begin her personal international explorations around Europe. As Ann closes her 35-year journey with Duke, we send her our best wishes for her next journey!
Monique Fils-Aime of the Post Award Financial Management team recently had a precious baby.
Cole Matthew Fils-Aime
Born on October 11th @ 2:39am
Weighing 6lbs 14oz and 19.5 inches
Baby Shower Baby Shower
Procurement hosted a baby shower in December forJesse Alston and his wife Victoria. They are are expecting their first child, a boy, on February 5th