Fonds F 05 - Financial Services fonds

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Financial Services fonds

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Fonds

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CA TWU F 05

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  • 1962-2000 (Creation)
    Creator
    Trinity Western University. Financial Services

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30 cm of textual records

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Biographical history

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. 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.

Custodial history

Scope and content

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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BCAUL control number: TWU-3696

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