Our Mission


Mission

To authentically transform the daily experience of all Jayhawks by providing expert financial services, partnerships, and solutions to enhance education and discoveries.

Vision

To be a recognized campus partner that lifts employees and fosters university-wide growth and advancement.

Values

WE LIFT: Well-Being, Expertise, Learning, Innovation, Friendly, Teamwork

Our “WE LIFT” values connect directly to the university-wide values that guide KU: IRISE, which stands for Integrity, Respect, Innovation, Stewardship, and Excellence. WE LIFT is our way of bringing those values to life in the unique work we do.


Well-being supports both Respect and Integrity. We care for one another’s health, time, and capacity. We create a culture where people feel valued and respected.


Expertise connects to Excellence. The knowledge, accuracy, and professionalism we bring to every transaction reflects our commitment to doing things well and doing them right.


Learning is tied to Stewardship. As we grow and improve, we’re better able to help those we serve navigate complex financial processes and use their limited resources efficiently.


Innovation is shared in both sets of values. We strive to develop smarter, faster, or more efficient ways to work, helping to move the university forward.


Friendly builds a sense of Respect and Integrity in our everyday interactions — whether we’re helping a colleague, replying to a department, or serving a student.


Teamwork supports Stewardship and Excellence by ensuring we work collaboratively to solve problems, support others, and elevate the quality of everything we do.