Program for the 2019 PDI

Monday, January 14th

9:00 AM

Session Title:
The Departments of Central Receiving It’s More than Envelopes and Boxes
Presenters:
Heather Reimer,Steve Burn
Category:
Administrative Topics
Date:
Monday, January 14th 2019
Start Time:
9:00 AM
Session Length:
50 minutes
Room:
LSC 374
Description:
The Departments of Central Receiving is more than just envelopes and boxes. Come learn about all that we offer campus departments from our core services of USPS & Campus Mail, Bulk Mail Production, Shipping & Receiving Parcels and Freight and Surplus Property. Plus our other ancillary services including Document Scanning, Shredding, Warehousing & Storage, Event Rentals, Department Bike Rentals, The Spoke, and Lab Alcohol.
Goals and Target Audience:
Our goal is for each participant to better understand what our department offers the campus community and how they might best utilize our services to push efficiency and save their department money. Our target audience is key faculty and staff within departments who help with the operational side of their department and office.
Session Resources:

1:00 PM

Session Title:
Fiscal Officer Training
Presenters:
Erin Mercurio,Summer Leaming,Publina Meldrum
Category:
Administrative Topics
Date:
Monday, January 14th 2019
Start Time:
1:00 PM
Session Length:
50 minutes
Room:
LSC 386
Description:
The Kuali Financial System has the role of Fiscal Officer which is assigned to every account. This training will go over the roles and responsibilities of the fiscal officer and the financial statement impact the transactions have.
Goals and Target Audience:
Kuali Financial System's Fiscal Officers and/or Fiscal Officer delegates.

2:00 PM

Session Title:
Procurement Services - General Information, PCard, and the Small Business Program
Presenters:
Kristine Horejsi,Kellie Rainwater,Adriann LaRue
Category:
Administrative Topics
Date:
Monday, January 14th 2019
Start Time:
2:00 PM
Session Length:
1 hours 50 minutes
Room:
LSC 308-10
Description:
General information on thresholds and best practices regarding the procurement process. PCard Training refresher. Working with small, minority and women-owned businesses. Question and answer session with all presenters.
Goals and Target Audience:
Anyone who needs to learn how to place departmental orders and the requirements for purchasing at CSU. The PCard refresher training has been requested from several individuals across campus and the ability to do a group session is advantageous to the goal. This is also an excellent opportunity to learn about the role of the Small Business Program at CSU.

Tuesday, January 15th

9:00 AM

Session Title:
Managing Departmental Receivables
Presenters:
Barb Gustison,Campus Services
Category:
Administrative Topics
Date:
Tuesday, January 15th 2019
Start Time:
9:00 AM
Session Length:
50 minutes
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.

11:00 AM

Session Title:
Accrual Accounting
Presenters:
Erin Mercurio,Summer Leaming,Publina Meldrum
Category:
Administrative Topics
Date:
Tuesday, January 15th 2019
Start Time:
11:00 AM
Session Length:
50 minutes
Room:
LSC 386
Description:
CSU follows accrual accounting, which means, we recognize revenue when earned and expenses when received. This training will go over what accrual accounting means for the departments, how to ensure items are recorded in the correct fiscal year, and how to review accounts to ensure accruals are reversing timely.
Goals and Target Audience:
Kuali Financial System users who create, approve, and review Kuali transactions.

1:00 PM

Session Title:
TWARBUS Overview - Loading Charges to Accounts Receivable Operations (ARO)
Presenters:
Barb Gustison,Janet Fox
Category:
Administrative Topics
Date:
Tuesday, January 15th 2019
Start Time:
1:00 PM
Session Length:
50 minutes
Room:
LSC 386
Description:
Do you currently use TWARBUS to load transactions to the Accounts Receivable subledger, Banner/ARIES, or are you a department that may be interested in using Accounts Receivable to collect for you? If you are a current user, this session will be a review of how to use TWARBUS and how to navigate through the upgrade from Banner 8 to Banner 9. We will show you tips that may help to increase efficiency, as well as how to use the import feature. For our prospective users, we will review what you will need to do to get set up as a Banner/TWARBUS user, how to use and view the Banner forms to view your accounts, as well as an overview of ARO's monthly processes.
Goals and Target Audience:
Department users that use Banner to load charges via TWARBUS, and/or prospective department users that would like to utilize the services provided by ARO.