Debt Management
Location: 301 Peterson Service Building 0005
Phone: (859) 257-4758
Fax: (859) 257-4805
Debt management encompasses the entire financing life cycle; from planning, through issuance and disbursement of funds, to ongoing compliance and maturity. The University actively monitors financial market conditions and consults with financial advisors to plan the University's capital bond issues. Factors that may have an impact on the University's debt rating and debt capacity are also monitored and assessed.
Financial Services Administration coordinates the issuance of both internal and external debt (such as bonds and notes payables) and ensures compliance with regulations. The Capital Assets Accounting area is responsible for the receipt, disbursement and accounting for borrowed funds.
Staff
| Financial Services Administration | ||
| Sarah Simpson | Debt and Liquidity Director | (859) 257-5830 |
| Alli Feldmann | Treasury and Debt Analyst | (859) 323-8582 |
| Capital Assets Accounting | ||
| Bill Coleman | Capital Assets Accounting Manager | (859) 257-1111 |
| Sam Woolery | Capital Projects Accountant | (859) 257-6242 |
Investor Relations Website
Financial Statements
Private Business Use
- Tax-Advantaged Bond-Financed Properties
- Private Business Use Questionnaires
- Private Business Use Policy