Program for the 2013 PDI

Monday, January 14th

9:00 AM

Session Title:
Employee Classification-How to Properly Determine When to Hire Someone As An Employee or Treat as An Independent Contractor
Presenters:
Bob Loosley,Joanne Robel
Category:
Administrative Topics
Date:
Monday, January 14th 2013
Start Time:
9:00 AM
Session Length:
50 Minutes
Room:
224-26 LSC
Description:
This session will provide information concerning how to properly classify individuals performing services for the University and whether they should be treated as employees or as independent contractors.
Goals and Target Audience:
Departmental Payroll Contacts

10:00 AM

Session Title:
Graduate Assistant Department Invoicing
Presenters:
Charlotte Shanahan
Category:
Administrative Topics
Date:
Monday, January 14th 2013
Start Time:
10:00 AM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
Procedures and information for Graduate Assistant Lists and invoices, billed through Accounts Receivable Operations.
Goals and Target Audience:
College Business Officers & Accountants/Acct Techs for departments that do Graduate Assistant Billing

11:00 AM

Session Title:
Managing Rogue Receivables
Presenters:
Chrystal Gates,Valerie Monahan
Category:
Administrative Topics
Date:
Monday, January 14th 2013
Start Time:
11:00 AM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
Business and Financial Services manages receivables and compliance issues for accounts billed through the central billing system, Banner. There are department receivables, not billed through Banner, that are managed by campus departments. This session will assist departments in managing and collecting their outstanding receivables, explain what central billing resources are available to them, and to make sure the University's receivables remain in compliance with accounting rules.
Goals and Target Audience:
Department accounting techs or office managers who maintain receivables outside of Banner.

1:00 PM

Session Title:
Curious About Event and Conference Planning on Campus?
Presenters:
Lauren Ankarlo,Elodie Vigneron
Category:
Administrative Topics
Date:
Monday, January 14th 2013
Start Time:
1:00 PM
Session Length:
50 Minutes
Room:
214-16 LSC
Description:
- Provide the basics of event planning on-campus - Discover what spaces we have for meeting and lodging for conferences - Learning about the dining and catering services on-campus - Best practices for planning departmental meetings and conferences off-campus - Tips for budgeting for your next event or conference - Discover how Conference Services can help plan your next event
Goals and Target Audience:
Goals: - Provide CSU staff with basic information to plan on-campus or off-campus meetings and conferences - Notify staff with resources available at CSU to plan their next event or conference Target Audience: - CSU Employees whose position requires them to plan conferences and events for their departments
Session Title:
University Collection Practices
Presenters:
Vergy Baca-Devens,Chrystal Gates
Category:
Administrative Topics
Date:
Monday, January 14th 2013
Start Time:
1:00 PM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
Review current collection practices from the time a receivable account becomes past due until it is forwarded to an outside collection agency. What departments can do to assist in the collection of their receivables.
Goals and Target Audience:
Campus departments with receivables - either through Banner or collected through their own department.

2:00 PM

Session Title:
Special Course Fees - how to fill out the new annual review form
Presenters:
Valerie Monahan,David Leathers,Erin Mercurio
Category:
Administrative Topics
Date:
Monday, January 14th 2013
Start Time:
2:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
203-05 LSC
Description:
The Special Course Fee Annual Review form was updated and put into use for the FY 2012 review. There were many questions regarding the new form during the FY 2012 review. This session will discuss the changes and how to fill out the form. This same class is being offered on 2 different days.
Goals and Target Audience:
Department accounting techs or those responsible for managing special course fee accounts.

Tuesday, January 15th

9:00 AM

Session Title:
Campus Security Authorities and the Clery Act
Presenters:
Joan Williams
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
9:00 AM
Session Length:
50 Minutes
Room:
208 LSC
Description:
Even at institutions with a police department on campus, a student who is the victim of a crime may be more inclined to report it to someone other than the campus police. For this reason, the Clery Act requires all institutions to collect crime reports from a variety of individuals and organizations that Clery considers to be campus security authorities. This session will explain the duties of a campus security authority, and what their responsibilites are when a crime is reported to them.
Goals and Target Audience:
The goal of this training is to reach and educate as many campus security authorities as possible about their responsibilities in crime reporting. A Campus security authority (CSA) is a Clery-specific term that encompasses four groups of individuals and organizations associated with an institution. 1. A campus police department or a campus security department of an institution. 2. Any individual or individuals who have responsibility for campus security but who do not constitute a campus police department or a campus security department (e.g., an individual who is responsible for monitoring the entrance into institutional property). 3. Any individual or organization specified in an institution’s statement of campus security policy as an individual or organization to which students and employees should report criminal offenses (e.g., Women and Gender Advocacy Center). 4. An official of an institution who has significant responsibility for student and campus activities, including, but not limited to, student housing, athletics, student discipline and campus judicial proceedings. An official is defined as any person who has the authority and the duty to take action or respond to particular issues on behalf of the institution.
Session Title:
Nail the Mail: Emailing Effectively in Higher Ed
Presenters:
Ilene Withers
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
9:00 AM
Session Length:
50 Minutes
Room:
224-26 LSC
Description:
Learn how to effectively handle emails in higher education, how FERPA can affect email, how to best communicate with international students via email, and how to write and use email templates to save time.
Goals and Target Audience:
Administrative staff and faculty.
Session Title:
Taking the Mystery out of Service Centers/Core Facilities/21 accounts/RECHAR subfund - whatever you want to call it...
Presenters:
Valerie Monahan,Doug Leavell
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
9:00 AM
Session Length:
50 Minutes
Room:
203-05 LSC
Description:
Specialized service facilities and even smaller service recharge operations when charging federal funds for their goods are subject to A-21 cost principles. This is often a cost area that gets the attention of federal reviewers. We will highlight the government's areas of concern and offer some best practices to lessen financial impacts and audit findings.
Goals and Target Audience:
Department accounting techs or those responsible for managing service centers or 21 accounts; PI's

10:00 AM

Session Title:
Navigating HR New Hire Forms
Presenters:
Shelly Lynch,Joey Murphey,Jo Royal
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
10:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
220-22 LSC
Description:
In this session for HR liaisons, the Records Unit staff will walk through HR Forms for all employee groups, from Non-Student Hourly to Faculty and Admin Professionals. Presenters will provide helpful tips on filling out forms accurately, knowing which forms are needed, and who to call for assistance.
Goals and Target Audience:
Departmental HR representatives
Session Title:
Using The Colorado State University Brand
Presenters:
Mark Minor
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
10:00 AM
Session Length:
50 Minutes
Room:
214-16 LSC
Description:
The Colorado State University brand is a marketing and communications tool that can be used to better communicate with our many constituents. DER has spent the past year refreshing the university brand platform. This session is designed to teach about brands in general, about the CSU brand specifically, and how to use it.
Goals and Target Audience:
Targeted Audience: university communicators who work with internal and external audiences Goals: 1. Introduce concept and importance of branding when communicating with various audiences 2. Explain Colorado State University brand and provide examples of its use in messaging 3. Encourage cohesive messaging throughout campus colleges and units.

1:00 PM

Session Title:
International Travel Registration for Faculty, Staff and Students
Presenters:
Sally Alexander,Susan Cavender,Shamera Loose
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
1:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
224-26 LSC
Description:
We would like to cover how each group registers their international travel and what steps they need to complete for authorization. Sally and Susan will discuss Faculty and Staff registration and I will discuss student registration and authorization.
Goals and Target Audience:
Admin Assistants or anyone preparing University Travel

3:00 PM

Session Title:
Payroll Termination Process Review
Presenters:
Joanne Robel,Payroll Staff
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
3:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
224-26 LSC
Description:
Overview of the payroll termination process for each employee type and each reason for termination. Employee Types: Faculty, Administrative Professional, Graduates, Fellowship Grant Trainees, State Classified, Student Hourly and Non-Student Hourly. Termination Reasons: Retirement, resignation, job elimination, involuntary termination, transitional and death.
Goals and Target Audience:
Goals: Increase understanding of payroll termination process and related responsibilities. Target Audience: College and Department payroll contacts and Oracle Users.
Session Title:
We're the Auditors, and We're Here to Help
Presenters:
Allison Horn,Tom Locashio,Stephanie Wolvington,Susy Serrano,Mark Shepherd,Bob Gonzales and Lisa Gertig
Category:
Administrative Topics
Date:
Tuesday, January 15th 2013
Start Time:
3:00 PM
Session Length:
50 Minutes
Room:
213-15 LSC
Description:
Are you hearing more about risk and compliance, and wondering what is expected of you? Join Internal Audit and discuss how we can help you meet your fiduciary responsibilities, manage risk, monitor compliance, and avoid fraud. We will cover the internal audit process (What is it? What is it not?) and share the latest statistics on fraud.
Goals and Target Audience:
This session will enhance your understanding of: 1. Internal controls and how to assess the controls in your area, 2. Fraud - how to protect against it, recognize the conditions in which it can occur, and how to report it 3. The Internal Audit department - where we fit into the University organization and how we can help you.

Wednesday, January 16th

10:00 AM

Session Title:
Special Course Fees - how to fill out the new annual review form (repeat class)
Presenters:
Valerie Monahan,David Leathers,Erin Mercurio
Category:
Administrative Topics
Date:
Wednesday, January 16th 2013
Start Time:
10:00 AM
Session Length:
1 Hour, 50 Minutes
Room:
203-05 LSC
Description:
The Special Course Fee Annual Review form was updated and put into use for the FY 2012 review. There were many questions regarding the new form during the FY 2012 review. This session will discuss the changes and how to fill out the form. This same class is being offered on 2 different days.
Goals and Target Audience:
Department accounting techs or those responsible for managing special course fee accounts.

1:00 PM

Session Title:
Payroll New Hire/Change Process Review
Presenters:
Joanne Robel,Payroll Staff
Category:
Administrative Topics
Date:
Wednesday, January 16th 2013
Start Time:
1:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
214-16 LSC
Description:
Overview of the payroll internal process and timeline for new hires and changes for all employee types. Employee Types: Faculty, Administrative Professional, Graduates, Fellowship Grant Trainees, Post Docs, State Classified, Student Hourly and Non-Student Hourly.
Goals and Target Audience:
Goals: Increase understanding of payroll internal processes and timelines. Target Audience: College and Department payroll contacts and Oracle Users.

3:00 PM

Session Title:
Why is the 'Change Reason' so important in the HR System?
Presenters:
Shelly Lynch,Joey Murphey,Jo Royal
Category:
Administrative Topics
Date:
Wednesday, January 16th 2013
Start Time:
3:00 PM
Session Length:
1 Hour, 50 Minutes
Room:
203-05 LSC
Description:
In this session for HR liaisons, the Records Unit staff will discuss the different change reason codes for all employee groups. Presenters will provide information on what codes mean as well as helpful tips on their use.
Goals and Target Audience:
Departmental HR representatives