Program for the 2018 PDI

Monday, January 8th

11:00 AM

Session Title:
Who should sign this? Can I sign this?
Presenters:
Grant Calhoun
Category:
Administrative Topics
Date:
Monday, January 8th 2018
Start Time:
11:00 AM
Session Length:
1 Hour
Room:
LSC 306
Description:
These are two of the most common legal questions on campus. Whether it is a contract, quote, license, permit, authorization, attestation, lease, acknowledgement, invoice, amendment, MOU, proposal, birthday card, or any other document, there is a correct university signatory and a good reason behind it. Signature issues cause processing delays, and under Colorado law, CSU employees who improperly sign on behalf of the university are personally liable for the obligations or costs they incur. Learn how to avoid this and other signature issues, and how to help others in your office or department get documents executed quickly and properly.
Goals and Target Audience:
Attendees will learn about university signature authority, who they represent when they sign a document, how to avoid individual liability, the university signature process, electronic signatures, and signatures vs. approvals. There will be a question and answer period. The session is tailored for administrators and researchers.

2:00 PM

Session Title:
System Assets (Putting it all Together and Taking it all Apart)
Presenters:
Debra Ellison,Property Management
Category:
Administrative Topics
Date:
Monday, January 8th 2018
Start Time:
2:00 PM
Session Length:
2 Hours
Room:
LSC 312
Description:
This session will provide examples of what items are included when creating a system capital asset and what items are expensed. Also, how to handle reconfiguring capital assets during their life cycle.
Goals and Target Audience:
Individuals responsible for submitting requisitions and individuals having capital asset record management responsibilities.

Tuesday, January 9th

9:00 AM

Session Title:
Exploring First Destination Results for CSU
Presenters:
Barbara Richardson,Laura Jensen
Category:
Administrative Topics
Date:
Tuesday, January 9th 2018
Start Time:
9:00 AM
Session Length:
1 Hour
Room:
LSC 312
Description:
This session will be a combination of information sharing and discussion related to the university's First Destination Results. Presenters will overview key data and implications as well as demonstrate how to use the IR interactive tool. This will be followed by a discussion of what others notice in the data and how others at the university might use and/or integrate the data into their work.
Goals and Target Audience:
Goals: 1. To overview key data related to first destination by 6 months post-graduation including different populations. 2. Explore the importance of internships and other skill building experiences. 3. Teach the audience how to use the IR interactive tool to explore the data. Target Audience: CSU Faculty, Staff, and Students

11:00 AM

Session Title:
[CSU] Decals Matter
Presenters:
Rachel Drenth,Property Management
Category:
Administrative Topics
Date:
Tuesday, January 9th 2018
Start Time:
11:00 AM
Session Length:
1 Hour
Room:
LSC 378
Description:
This session will demonstrate the importance of keeping track of capital assets and provide tools to help the departments better manage their assets in order to ensure department success during the biennial equipment inventory/asset management assessment, and mitigate loss to the University. The CSU decal is an important aspect of this success in both the identification of capital assets and monitoring the utilization/storage/movement of assets throughout their lifecycle. This session represents two of the 10 Primary life cycle outcomes as defined by the Federal Acquisitions Regulation (FAR).
Goals and Target Audience:
Individuals with capital assets assigned to their custody or having capital asset record management responsibility.

2:00 PM

Session Title:
Advising Holds and Registration Overrides - updates to the ARIES (Banner) SIS will change the look and feel of the SOAHOLD and SFASRPO pages used by dept staff (the ARIESweb process that faculty and instructors use is NOT changing)
Presenters:
Matt Smith
Category:
Administrative Topics
Date:
Tuesday, January 9th 2018
Start Time:
2:00 PM
Session Length:
1 Hour
Room:
LSC 304
Description:
The ARIES (Banner) Student Information System is going through an upgrade and the SOAHOLD and SFASRPO pages used for advising holds and registration overrides by departmental staff are going to have a new look. This session will take a look at the functionality and navigation of these upgraded pages. (The steps that faculty and instructors use to process holds and overrides for students is NOT changing - they will continue to use ARIESweb.)
Goals and Target Audience:
Departmental staff who process advising holds and registration overrides for students.

Wednesday, January 10th

8:00 AM

Session Title:
Rules of the Road
Presenters:
Marsha Benedetti,Erik Hokanson,Jennifer Mayhew
Category:
Administrative Topics
Date:
Wednesday, January 10th 2018
Start Time:
8:00 AM
Session Length:
Half Day
Room:
Morgan Library Event Center
Description:
This course highlights the various aspects of the Public employee/employer relationship, including equal opportunity employment laws, reasonable accommodation, leave management, confidentiality guidelines, and employee rights and protections. CSU employment policies, procedures and practices will also be discussed. Upon completion, course participants should be able to evaluate organization policy for compliance and assure that decisions are not contrary to law. Learning Outcomes: • Define relevant employment laws and fair organizational practices. • Identify employee rights and protections. • Evaluate organizational policy for compliance. • Assess management decisions to assure they are not contrary to law or CSU policies.
Goals and Target Audience:
Who should attend: Rules of the Road is one of the Foundation Classes for the Supervisor Development Certification Program. We recommend that you currently be in a supervisory role to attend this class.

9:00 AM

Session Title:
Managing Departmental Receivables
Presenters:
Barb Gustison,Campus Services
Category:
Administrative Topics
Date:
Wednesday, January 10th 2018
Start Time:
9:00 AM
Session Length:
1 Hour
Room:
LSC 374
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.

10:00 AM

Session Title:
Financial Record Retention
Presenters:
Erin Mercurio
Category:
Administrative Topics
Date:
Wednesday, January 10th 2018
Start Time:
10:00 AM
Session Length:
1 Hour
Room:
LSC 324
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

2:00 PM

Session Title:
Employee vs Independent Contractor
Presenters:
Grant Polzer,David Leathers
Category:
Administrative Topics
Date:
Wednesday, January 10th 2018
Start Time:
2:00 PM
Session Length:
1 Hour
Room:
LSC 324
Description:
This session will explain the difference of an employee and a contractor as defined by IRS regulations. We will also discuss the process to hire independent contractors and explain the determination process and factors used when deciding if an individual should be treated as an independent contractor or an employee when providing services to the University.
Goals and Target Audience:
Individuals that hire contractors or employees.