Program for the 2010 PDI

Friday, January 8th

8:00 AM

Session Title:
All About University Billing
Presenters:
Trish Torrez
Category:
Administrative Topics
Date:
Friday, January 8th 2010
Start Time:
8:00 AM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
Student Billing/3rd Party Billing/Grad Asst Lists/Commercial Billing Revenue Recognition Centralized Monthly Billing Statements Payment Methods Refunds Bad Debt Expense/Rate Setting ADA Distribution Collection Efforts/Process, SPAS, Returned Checks/CCS Write-offs Record Retention References - FPI, State A/R Rule
Goals and Target Audience:
College Business Officers & Accountants/Acct Techs for departments who bill for services either through their own system or through the central billing system

9:00 AM

Session Title:
Cash Handling
Presenters:
Brian Grube
Category:
Administrative Topics
Date:
Friday, January 8th 2010
Start Time:
9:00 AM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
Proper cash handling procedures
Goals and Target Audience:
Anyone who handles cash, including cash, coin, checks, and credit card transactions

10:00 AM

Session Title:
Keep Communicating (in spite of the economic times)
Presenters:
Kathleen Phifer,Mark Hanson,Doug Garcia,Bill Cotton,Ron Bend,Joe Mendoza
Category:
Administrative Topics
Date:
Friday, January 8th 2010
Start Time:
10:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
214-16 LSC
Description:
With every office at CSU enduring smaller budgets, it is imperative that expenditures are evaluated and priortized. We must all be conscientious of the current economic climate, but the need to communicate with our constiuents is still there. As a multi-faceted resource for the University, experienced CCS staff members will share ways that offices/units can continue to creatively communicate with their targeted audiences economically. Half of the session will focus on print centric intiatives from how to create files that save money by printing with ease to choosing the right photos with the right message and developing creative pieces with impact. With much emphasis on ways to communicate electronically, our video and motion graphics experts will present ways to creatively tell your story.
Goals and Target Audience:
To provide creative cost effective ways for the campus community to communicate with targeted audiences during budgetary times.
Session Title:
Kuali Capital Asset Management
Presenters:
Theresa Todd,Chrystal Gates,Debra Ellison
Category:
Administrative Topics
Date:
Friday, January 8th 2010
Start Time:
10:00 AM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
This session will go over the CAM tab on the requisition document. It will also cover various other Capital Asset documents to manage your departmental assets in the CAM database.
Goals and Target Audience:
Dept Property Contacts and others who get involved with managing CSU equipment.

11:00 AM

Session Title:
Oracle Reports - audit, review, documentation
Presenters:
Joanne Robel,Vickie Schultz,Shelly Lynch
Category:
Administrative Topics
Date:
Friday, January 8th 2010
Start Time:
11:00 AM
Session Length:
50 Minutes
Room:
213-15 LSC
Description:
Overview of Oracle Management reports and audit requirements. Overview of Labor Distribution and redistribution from the payroll perspective. Review of Certification Reporting and process. Discussion on campus representative questions on Oracle management reports.
Goals and Target Audience:
Assist Business Managers, accounting staff, and other staff members to increase understanding of how to access information on Labor Distribution, Certification Reporting and Management Reporting. Increase understanding of requirements for review of these areas and the responsibilities involved in working in these areas.

8:00 AM

Session Title:
Special Course Fee accounts
Presenters:
Valerie Monahan,Lee Nagle
Category:
Administrative Topics
Date:
2010
Start Time:
8:00 AM
Session Length:
50 Minutes
Room:
213-15 LSC
Description:
Provides training on special course fee accounts- how they work and what is needed to accurately account for these funds. Includes overview of the special course fee request form and the annual review form.
Goals and Target Audience:
Those handling special course fee accounts.

9:00 AM

Session Title:
HRS Records Top 10 Frequently Asked Questions
Presenters:
Cindy Donner,Lisa Melhem
Category:
Administrative Topics
Date:
2010
Start Time:
9:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
213-15 LSC
Description:
This session will provide information relating to frequently asked questions pertaining to Faculty, Admin Professional, State Classified, Non-Student Hourly, and Graduate Assistant personnel actions and records. It will include information on processing State Classified and Faculty/AP LWOP, Faculty/AP reappointments, and determination of when the 6 month limitation will be met for Non-Student Hourly employees.
Goals and Target Audience:
Departmental HR liaisons

11:00 AM

Session Title:
DARS – Degree Audit Reporting System
Presenters:
Kelley Brundage,Jamie Yarbrough
Category:
Administrative Topics
Date:
2010
Start Time:
11:00 AM
Session Length:
50 Minutes
Room:
213-15 LSC
Description:
Introduction to the Degree Audit Reporting System (DARS). This session will give an overview of how to request and understand the undergraduate degree audit available through ARIESweb. Additional information will be provided regarding requesting exceptions, available options such as in-progress work and handling interdisciplinary studies.
Goals and Target Audience:
Our intention is to provide training for staff or those that are unfamiliar with using DARS as well as answers questions for the more experienced user.

1:00 PM

Session Title:
Hiring and Paying Foreign Nationals
Presenters:
Paul Collier,Matthew Wills
Category:
Administrative Topics
Date:
2010
Start Time:
1:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
213-15 LSC
Description:
This session will be presented in two parts. The first hour will be an overview of employment visa categories and instructions for initiating visa processing for foreign nationals hired by your department. The second hour will be a discussion regarding completion of the I-9 and making payments to foreign nationals through travel and accounts payable.
Goals and Target Audience:
Goals - To educate departments on what to do after an offer of employment is accepted by a foreign national and how to pay him/her as quickly and as easily as possible. Target Audience - Individuals in departments that have HR responsibilities and will be requesting payments to foreign nationals.

2:00 PM

Session Title:
Work Comp/RTW/Ergo Information
Presenters:
Frank Gonzales,Dan Pena,Kenda Weigang
Category:
Administrative Topics
Date:
2010
Start Time:
2:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
224-26 LSC
Description:
An information session on what the CSU Risk Managaement program offers employees. The session will cover the ergonomics program, an overview of the return to work process, and details on the worker's compensation program.
Goals and Target Audience:

3:00 PM

Session Title:
21/22 Accounts
Presenters:
Heidi Barclay
Category:
Administrative Topics
Date:
2010
Start Time:
3:00 PM
Session Length:
50 Minutes
Room:
220-22 LSC
Description:
This session will provide a brief overview of self-funded and recharge subfunds including initial set up, business plans, billing rates, and annual budgets, as well as policies and procedures.
Goals and Target Audience:
Business managers, accounting staff, and other staff members who manage or would like to know more about self funded and recharge accounts.

8:00 AM

Session Title:
Payroll Termination Process Review
Presenters:
Joanne Robel,Payroll Staff
Category:
Administrative Topics
Date:
2010
Start Time:
8:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
214-16 LSC
Description:
Overview of the payroll termination process for each employee type. Review reasons for termination and the appropriate payroll process to follow. Group discussion on campus related issues.
Goals and Target Audience:
Business Managers, accounting staff and Oracle users will increase understanding of payroll termination process and related responsibilities.

10:00 AM

Session Title:
Special Course Fee Accounts REPEAT SESSION
Presenters:
Valerie Monahan,Lee Nagle
Category:
Administrative Topics
Date:
2010
Start Time:
10:00 AM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
Provides training on special course fee accounts- how they work and what is needed to accurately account for these funds. Includes overview of the special course fee request form and the annual review form.
Goals and Target Audience:
Those handling special course fee accounts.

1:00 PM

Session Title:
21/22 Accounts - REPEAT SESSION
Presenters:
Heidi Barclay
Category:
Administrative Topics
Date:
2010
Start Time:
1:00 PM
Session Length:
50 Minutes
Room:
224-26 LSC
Description:
This session will provide a brief overview of self-funded and recharge subfunds including initial set up, business plans, billing rates, and annual budgets, as well as policies and procedures.
Goals and Target Audience:
Business managers, accounting staff, and other staff members who manage or would like to know more about self funded and recharge accounts.
Session Title:
Contingent Faculty Survey and Discussion: Implications for Instruction at CSU
Presenters:
Sue Doe,Natalie Barnes,Karen Kaminski,Ginger Guardiola
Category:
Administrative Topics
Date:
2010
Start Time:
1:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
203 Library
Description:
This session will begin with a review of general findings from the May 2009 CSU campus-wide survey of contingent faculty. It will then turn to a working session that involves participants in analysis of the disaggregated data of the eight colleges. The session will conclude by bringing together a set of observations that will be made available to interested members of university, college and departmental leadership.
Goals and Target Audience:
Faculty and Staff

2:00 PM

Session Title:
Tips & Strategies for Working with the Parents & Families of Today's Students
Presenters:
Jody Donovan,Kacee Collard Jarnot,Hannah Love
Category:
Administrative Topics
Date:
2010
Start Time:
2:00 PM
Session Length:
50 Minutes
Room:
214-16 LSC
Description:
College students are more connected to their parents and families than ever before. Throughout students' K-12 educational journeys their families have been told to be involved, get to know teachers, and even stay on top of their students' assignments and grades through an online process. When students come to college-expectations and roles suddenly change! This session will share research about how parents and families play a role in students' academic success and retention and then provide tips and strategies for appropriately partnering with parents and families at the collegiate level.
Goals and Target Audience:
Participants will learn: *National and CSU research focused on parents & families of college students *New models for working with parents & families of college students *Tips and strategies for effectively dealing with students' parents and famiilies *Campus resources for referral Targeted Audience: Faculty and staff

3:00 PM

Session Title:
FERPA 101 (Revisited)
Presenters:
Sandy Calhoun,Chris Seng
Category:
Administrative Topics
Date:
2010
Start Time:
3:00 PM
Session Length:
50 Minutes
Room:
214-16 LSC
Description:
This session will provide a basic overview of the Family Education Rights and Privacy Act (FERPA). We will discuss how the act defines an educational record and explain who has access to the educational record in a question and answer format.
Goals and Target Audience:
Goals: --Remind university faculty and staff their responsibilities for enforcing safeguards under FERPA for student educational records. --Invite dialogue and questions to make audience aware of resources in the Registrar's Office for assistance with FERPA. Targeted Audience: Faculty, staff, and other interested personnel at CSU.