Program for the 2017 PDI

Tuesday, January 10th

8:30 AM

Session Title:
How Transactions Feed to the Financial Statements
Presenters:
Erin Mercurio
Category:
Administrative Topics
Date:
Tuesday, January 10th 2017
Start Time:
8:30 AM
Session Length:
1 Hour
Room:
308-10 LSC
Description:
This session will go over how transactions from the Kuali Financial System (KFS) feed to the Financial Statements so users of KFS have a better understanding of how their transactions effect the financial statements.
Goals and Target Audience:
Kuali Financial System Users

2:15 PM

Session Title:
Financial Record Retention
Presenters:
Erin Mercurio
Category:
Administrative Topics
Date:
Tuesday, January 10th 2017
Start Time:
2:15 PM
Session Length:
1 Hour
Room:
308-10 LSC
Description:
This session will go over the financial record retention requirements set by the state in the Colorado Department of Personnel & Administration's State Archives Records Management Manual, Schedule 7 - Financial Records and Schedule 8 - Higher Education.
Goals and Target Audience:
Individuals who are responsible to record retention of financial information
Session Resources:

Wednesday, January 11th

8:30 AM

Session Title:
Managing Departmental Receivables
Presenters:
Barb Gustison,Campus Services
Category:
Administrative Topics
Date:
Wednesday, January 11th 2017
Start Time:
8:30 AM
Session Length:
1 Hour
Room:
308-10 LSC
Description:
Accounts Receivable Operations manages receivables and ensures compliance for accounts that are billed through the University's central billing system, Banner. However, there are departmental receivables not billed through Banner that are managed by campus departments. This session will guide those campus departments on how to properly manage, record and collect their receivables, provide guidance and resources to ensure compliance with accounting rules, and explain what central billing resources are available.
Goals and Target Audience:
Department accounting technicians or office managers who maintain receivables outside of the Banner system.
Session Resources:

11:00 AM

Session Title:
Completing the Form I-9: The Electronic Process
Presenters:
Chelsey Lane,Melissa Morgan,Joseph Murphey,Jo Royal
Category:
Administrative Topics
Date:
Wednesday, January 11th 2017
Start Time:
11:00 AM
Session Length:
1 Hour
Room:
300 LSC
Description:
This session will focus on completing and updating the Form I-9 using the electronic Equifax system and provide an opportunity to go over error prevention.
Goals and Target Audience:
To understand the process and procedures for completing the Form I-9 using Equifax. Target Audience is HR Liaisons and other hiring staff who work with employees to complete the Form I-9.
Session Resources:

10:45 AM

Session Title:
Recharge Accounts
Presenters:
Erin Mercurio
Category:
Administrative Topics
Date:
2017
Start Time:
10:45 AM
Session Length:
1 Hour
Room:
308-10 LSC
Description:
Recharge accounts are accounts within the Kuali Financial System (KFS) that charge other accounts within KFS, including grants. This session will cover how to create/update the required Business Plans and Billing rates for recharge accounts and the items to factor in. It will also cover direct cost vs. indirect costs.
Goals and Target Audience:
Accountants, Accounting Techs, and researches who use Recharge accounts
Session Resources:

1:00 PM

Session Title:
"Travel Module (TEM): Common Errors, Managing Encumbrances, and Processing Travel Advances"
Presenters:
Grant Polzer,Terri Bedan
Category:
Administrative Topics
Date:
2017
Start Time:
1:00 PM
Session Length:
1 Hour
Room:
376-78 LSC
Description:
This session will touch upon the common errors we have identified users making, and also go over time saving input and other tips related to the electronic travel system. We will also discuss how to close encumbrances, how to process travel advances for travelers, as well as demonstrate how to look up DHA approvers in Kuali.
Goals and Target Audience:
Travel Arrangers/Preparers
Session Resources:

2:15 PM

Session Title:
Common Accounting Mistakes
Presenters:
Erin Mercurio
Category:
Administrative Topics
Date:
2017
Start Time:
2:15 PM
Session Length:
1 Hour
Room:
308-10 LSC
Description:
This session will go over the common accounting mistakes that Campus Services sees while performing their monthly reports and reviewing documents in Kuali. The goal is to share these mistakes to save people time so they are caught while creating the documents and not after the fact.
Goals and Target Audience:
Accountants and Accounting Techs
Session Resources: