| Report Retrieval Options: View Direct, EDDIE, Business Objects, PI Portal, My-UI-Financials |
| |
|
| Description: |
Are you overwhelmed by the many options for getting the data you need? Are you confused about when to use View Direct, EDDIE, the PI Portal, My-UI-Financials or when to write your own report? This presentation will detail the different reporting and data options available to you and highlight when you would use each one. |
| |
|
Learning
Objectives: |
- Identify the different reporting and data tools available
- Determine when and why to use each option
|
| |
|
| Presenters: |
- Sherri Faith, Associate Director, University Accounting and Financial Reporting
- Jerry Myers, Functional Area Coordinator for Finance, Administrative Information Technology Services
|
| |
|
Conference
Materials:
|
Power Point Presentation | Job Aid |
| |
|
| |
| Purchasing-to-Payment Overview: Part 1 |
| |
|
| Description: |
This two-session presentation by UIC Purchasing and University Payables staff members will cover the “req to check” process. Part 1 will focus on the Purchasing side of the process - from requisition to purchase order. Presenters will demystify the purchasing process and provide tips and best practices for effectively navigating competitive solicitations (bids and RFPs), exceptions and exemptions, and contract processes. Part 2 will be an overview of invoice processing, vendor payment procedures, Travel Expense Management (TEM) tips, how to avoid non-compliance issues, and where to find helpful resources.
Please register also for Purchasing-to-Payment Overview: Part 2 - Session 4. |
| |
|
Learning
Objectives: |
- Describe the core steps for UIC procurements, from requisition to contract
- Share best practices for navigating the purchasing processes in an efficient and effective manner to get to payment to our vendors
|
| |
|
| Presenters: |
- Debra D. Matlock, JD - Director, UIC Purchasing
- Aaron Rosenthal, Assistant Director of Contracts and Systems, UIC Purchasing
- Susie Baker, Associate Director for Payment Operations, University Payables
- Melissa Plotner, Assistant Director for Payment Operations, University Payables
|
| |
|
Conference
Materials:
|
PDF Presentation |
| |
|
| |
| Dimensions of Business Decisions at UIC |
| |
|
| Description: |
Using real UIC case studies, we will explore decision-making frameworks used when addressing challenging issues within our complex environment. Balancing institutional policy and procedures, state and federal regulations and statutes, with the needs and interests of various stakeholders, requires a multi-dimensional perspective when engaging in business matters on a daily basis.
|
| |
|
Learning
Objectives: |
- Explore real life examples of complex issues that we face on a daily basis and gain insight as to how these issues are addressed and resolved
- Build an understanding of the involvement of various campus and University Administration offices in addressing issues
- Become familiar with various government regulations and Office of Business and Financial Services policies that inform the decision-making process
|
| |
|
| Presenter: |
- Vanessa Peoples, Interim Assistant Vice President for Business and Finance, Office of Business and Financial Services
|
| |
|
Conference
Materials:
|
PDF Presentation |
| |
| Office of Research Services: Facts, Forms, and the Future |
| |
|
| Description: |
The Office of Research Services (ORS) works in tandem with department business managers on all pre-award and non-financial post-award activities – from proposal development and submission to just-in-time - award acceptance, compliance assurance and closeout – on all campus sponsored projects. Join staff from ORS as they present information on: 1) two new electronic systems, ORSWeb and KC (Kuali Coeus), that will assist with proposal submission and information retention; 2) an overview of the contracts process including types of contracts, review, compliance, approvals, and execution; and 3) a review of the most common no-budget agreements (MTAs, CDAs and DUAs) including their particularities and the process they follow. |
| |
|
Learning
Objectives: |
- Receive an introduction to ORSWeb – new web based program for submitting documents to ORS
- Receive an introduction to Kuali Coeus – new grants management system
- Summarize the contracts process including types of contracts, review, compliance and sticking points
- Identify no-budget agreements including compliance verification and negotiation
|
| |
|
| Presenters: |
- Michael Anderson, Interim Senior Sponsored Projects Specialist (Proposals), OVCR Office of Research Services
- Elizabeth Cruz-Garcia, Sponsored Projects Specialist (Contracts), OVCR Office of Research Services
- Michael Isaac, Interim Senior Sponsored Projects Specialist (Proposals), OVCR Office of Research Services
- Juan Tamparillas, Sponsored Projects Specialist (Contracts), OVCR Office of Research Services
|
| |
|
Conference
Materials:
|
PDF Presentation |
| |
|
| |
| Navigating the Fund Type Jungle |
| |
|
| Description: |
Have you ever wondered why the University has so many fund types? Have you been wondering how you can use each of the fund types in your unit? Are you familiar with all of the reference materials and resources that are available? This presentation will describe the major Banner fund types at a high level, explain how each can be used within your department, and will give a brief overview of available reference materials and training opportunities. |
| |
|
Learning
Objectives: |
- Explain the principles of fund accounting
- Discover how to best use the different funds that you have available
- Identify available resources and training opportunites
|
| |
|
| Presenters: |
- Jason Bane, Senior Business and Financial Coordinator, University Accounting and Financial Reporting
- Tim Parrish, Financial Accounting and Reporting Analyst, University Accounting and Financial Reporting
|
| |
|
Conference
Materials:
|
PDF Presentation |
| |
|
| |
| The Bermuda Triangle of Leaves: Family and Medical Leave |
| |
|
| Description: |
Have you ever felt unsure of the steps you needed to take when an employee requested Family and Medical Leave (FML)? Do you know who should be requesting/receiving forms from an employee? What does University policy allow with FML? How does one manage intermittent FML? What about long-term disability leave? The Family and Medical Leave Act is an extensive and often confusing law. Is it any wonder you find yourself second-guessing your decisions? During this presentation, we will help clarify the “gray areas” of FML including: the general process of who handles the various steps of administering the leave, determining eligibility, how current University-based leaves interlace with FML, inclusivity of SURS disability, managing FML with current department operations and more! |
| |
|
Learning
Objectives: |
- Define the roles of the unit HR representative, supervisor and the employee (FML, Shared Benefits, SURS Disability)
- Explain University policy and procedure of the federal guidelines
- Manage FML within unit operations
|
| |
|
| Presenters: |
- Arwa Naji, Human Resources Associate, UIC Human Resources
- Shelissa Rodriguez, Human Resources Manager, UIC Human Resources
|
| |
|
Conference
Materials:
|
PDF Presentation | Handout | Quick Reference Guide |
| |
|
| |