Program for the 2014 PDI

Monday, January 13th

11:00 AM

Session Title:
Workers' Compensation Basics
Presenters:
Kenda Weigang
Category:
Administrative Topics
Date:
Monday, January 13th 2014
Start Time:
11:00 AM
Session Length:
1 Hour
Room:
104 Eddy Hall
Description:
Attend this session to gain a basic understanding of the CSU Workers' Compensation program.
Goals and Target Audience:
This training will be valuable to anyone who is unfamiliar with or would like a refresher on the Workers' Compensation program and process.

1:00 PM

Session Title:
An Overview of University Sponsored Retirement Benefits and Financial Planning Income Strategies
Presenters:
Jackie Swaro,Evan Patterson, CFP
Category:
Administrative Topics
Date:
Monday, January 13th 2014
Start Time:
1:00 PM
Session Length:
2 Hours
Room:
A102 Clark Building
Description:
Human Resources will provide an informative overview of University Sponsored Retirement Plan Benefits coupled with a presentation to facilitate an understanding of the retirement financial planning process. A financial advisor from a University sponsored retirement plan vendor will provide up to date income strategies focusing on saving early and developing a steadfast plan to enjoy a satisfactory retirement.
Goals and Target Audience:
Academic Faculty, Administrative Professionals and Classified personnel enrolled in a University retirement plan.

Tuesday, January 14th

8:30 AM

Session Title:
Advanced Workers' Compensation
Presenters:
Kenda Weigang
Category:
Administrative Topics
Date:
Tuesday, January 14th 2014
Start Time:
8:30 AM
Session Length:
2 Hours
Room:
102 Eddy Hall
Description:
This training will offer a more in depth look at CSU Workers' Compensation processes.
Goals and Target Audience:
Provide training to designated departmental persons, HR liaisons and anyone who has direct contact with Workers' Compensation for their department's employees.
Session Title:
Kuali Basics & 5.0.3 System Enhancements
Presenters:
Erin Mercurio,David Leathers,Barb Gustisen,John Swaro,Linda Brucker
Category:
Administrative Topics
Date:
Tuesday, January 14th 2014
Start Time:
8:30 AM
Session Length:
2 Hours
Room:
A103 Clark Building
Description:
This session will discuss the layout and basic functions of the Kuali Financial System (KFS), as well as what changes are expected with the new Kuali version 5.03 system upgrade. Topics to be covered include a KFS overview, document layout and actions, fiscal roles & responsibilities, object code classification, understanding To/From, system and document enhancements and new functionality.
Goals and Target Audience:
Kuali Financial System users

10:45 AM

Session Title:
Banking Services Update
Presenters:
Suzanne Zimmerer,Zach Campain
Category:
Administrative Topics
Date:
Tuesday, January 14th 2014
Start Time:
10:45 AM
Session Length:
1 Hour
Room:
A104 Clark Building
Description:
This session will cover recent changes within Banking Services including but not limited to: upcoming location change of the Cashier’s Office, Cashier’s no longer guaranteeing check amounts, change to the merchant statement distribution process, and a reminder on best practices for cash handling.
Goals and Target Audience:
Faculty/Staff who handle cash Kuali users who submit cash receipts Merchant statement users

1:00 PM

Session Title:
Using the Employee Study Privilege or Tuition Scholarship Program for Eligible Family Members
Presenters:
Jackie Swaro,Jerry Becker
Category:
Administrative Topics
Date:
Tuesday, January 14th 2014
Start Time:
1:00 PM
Session Length:
2 Hours
Room:
A102 Clark Building
Description:
Academic privileges under Commitment to Campus are afforded to employees through the Employee Study Privilege and Tuition Scholarship Program for Eligible Family Members to help promote personal advancement and success. This session will introduce a panel of University representatives, as well as employees who have benefited from the academic privileges offered to employees and eligible family members. This presentation will be a review of benefits (approx. 50 min) and a question and answer session (approx. 30 min) to address the most common inquiries.
Goals and Target Audience:
CSU Academic Faculty and Administrative Professional staff with Regular, multi-year research or Special appointments of 50% time or greater and all non-temporary State Classified staff with appointments of 50% time or greater.

Wednesday, January 15th

9:45 AM

Session Title:
Book It!
Presenters:
Julia Murphy,Marianna Walsh
Category:
Administrative Topics
Date:
Wednesday, January 15th 2014
Start Time:
9:45 AM
Session Length:
1 Hour
Room:
103 Behavioral Sciences Building
Description:
Sometimes you just need to book it! With EMS, an event and academic scheduling management software, you can! This software, commissioned by the Classroom Review board and currently being implemented by the Registrar’s Office, will provide you with a streamlined and more efficient way to schedule your events in GA Classrooms. Come join us as we demo the online General Assignment Classroom event request process and experience a sneak peek of the other features EMS has to offer. Let us show you how you can book it!
Goals and Target Audience:
To present the new tool for reserving General Assignment Classrooms for Faculty and Staff who are currently (or plan to) book General Assignment Classrooms.
Session Title:
University Travel Policies and Procedures, Accounts Payable in the Kuali Financial System
Presenters:
Jackie Riba,Terri Bedan
Category:
Administrative Topics
Date:
Wednesday, January 15th 2014
Start Time:
9:45 AM
Session Length:
2 Hours
Room:
A102 Clark Building
Description:
This session will cover the policies and procedures concerning university travel at university expense. Topics covered will include the university travel form, non-employee travel, group travel and travel advances. This session will also cover how to create disbursement vouchers in the Kuali Financial System (KFS) and the creation of vendors in KFS.
Goals and Target Audience:
The goal of this session is to increase knowledge concerning university travel and the accounts payable functions in KFS. The targeted audience is university travelers and travel preparers and department personnel who create disbursment vouchers and vendors in KFS.

11:00 AM

Session Title:
Capital Assets Start to Finish
Presenters:
Genevra Scott,Debra Ellison,Mack Freestone,Rachel Drenth
Category:
Administrative Topics
Date:
Wednesday, January 15th 2014
Start Time:
11:00 AM
Session Length:
1 Hour
Room:
A103 Clark Building
Description:
Everything you need to know about capital asset management from start to finish. This session will cover aspects of acquisition, inventory management and tracking, and the final disposition; there will also be a brief introduction of upcoming Kuali document enhancements.
Goals and Target Audience:
DPC's, CAM Processors, and Asset Representatives

1:00 PM

Session Title:
Leave Management and Family Medical Leave
Presenters:
Jackie Swaro,Jill Scanlon
Category:
Administrative Topics
Date:
Wednesday, January 15th 2014
Start Time:
1:00 PM
Session Length:
2 Hours
Room:
103 Behavioral Sciences Building
Description:
Review of the various leave and benefit programs available to State Classified staff and Academic Faculty / Administrative Professionals (AF/AP) including sick leave, annual leave, Family and Medical Leave, Short and Long Term Disability and AF/AP Parental Leave. After attending the session, employees should be able to identify employee leave and benefit programs available to both State Classified and AF/AP employees, as well as understand how the various leaves coordinate with each other. (Presentation - approx. 1 hr 15 min, Questions 30 min).
Goals and Target Audience:
Managers, supervisors and department liaisons.
Session Title:
Special Course Fee Review
Presenters:
Erin Mercurio,Summer Leaming,Barb Gustison,David Leathers
Category:
Administrative Topics
Date:
Wednesday, January 15th 2014
Start Time:
1:00 PM
Session Length:
2 Hours
Room:
A102 Clark Building
Description:
A complete overview of special course fees. This session will cover the purpose of special course fees, types of special course fees, department responsibility, and how to manage year end surplus or deficits. This session will also provide examples of completing special course fee annual review forms.
Goals and Target Audience:
College Fiscal Officers College Staff who manage special course fees