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Southern Oregon University

Business Services

Campus-wide Training Workshop

Held Thursday June 21, 2012 and Wednesday, June 27, 2012

Sponsored by Business Services


Choose one session or several sessions.   In order to help us plan for capacity (as we strive to provide a work station for each attendee), please notify Victoria Vannice, Business Services office, to let her know which session(s) you plan to attend.   RSVP:  You can reach Victoria by e-mail at vannicev@sou.edu or at (541) 552-8528.

Departments presenting include Accounting, Bursar, Payroll, Purchasing, Human Resources, Facilities Management and Planning, Budget, Student Affairs and the Grants Office.

Time:

 

 8:30 AM - 12:30 PM with each presentation running 15-30 minutes

 Dates:

 

 Thursday, 6/21/12 (done) and Wednesday, 6/27/12 (done)

Location:

 

 Central Hall - Room 104

Staff are updating the training modules for this year's presentations and this is a work in progress.  The final presentations and times will be updated here by mid-June.  The agenda below is tentative and intended to provide an idea of suggested presentation topics. 

Please note: as presentations are finalized, links to PowerPoint presentations will be added to the appropriate sections.  The intent is for attendees to access the presentations and save to their personal drives to follow along or take notes. 

RSVP: vannicev@sou.edu or call (541) 552-8528 if you want to reserve a work station.

                                                 

DAY 1-Thursday 6/21/2012

Time 

Department

Presenter 

Training Topic

8:30 AM 

Business Services

Steve Larvick

Introduction

8:45 AM

Accounting

Steve Larvick

Financial Irregularities

9:00 AM

Bursar

Tina Cripe

Cash Management

9:15 AM

Bursar

Tina Cripe/Deborah Michaels

Red-Flag Identity Theft

9:30 AM

Doing Business with SOU

Steve Larvick/Treasa Sprague

Procurement - Bid, RFP or Sole Source?

9:45 AM

Contracting

Steve Larvick

Personal/Professional Service Contracts

10:00 AM

Accounting

Jayne Atkins/Jim Berry

Fixed Assets

10:15 AM

BREAK

 

 

10:30 AM

Accounting 

Jim Berry

Detail Codes - When Do you Need?

10:45 AM

Accounting

Jim Berry

Centralized Billing to Off-Campus Users

11:00 AM

Accounting

Jim Berry/Steve Larvick

Banner Finance Coding Structure

11:15 AM

Accounting

Jim Berry

Transfers - When and Were

11:30 AM

Facilities Management and Planning

Tom Bieber/Janet Dentoni

FMP - Who we Are and What we Cover

11:45 AM

Facilities Management and Planning 

 

FMP- (continuation)

12:00 PM

Payroll

Donna Holtz/Sandy Sweet

Payroll Processes 

 

End Session-Day 1

 

 

DAY 2-Wednesday 6/27/12

 8:30 AM

 Business Services

 Steve Larvick

 Introduction

8:45 AM

Human Resources

Colin Bunnell

Hiring Processes and Related Form Use

9:00 AM

Purchasing

Mark Gibbons

Invoices-Processing Direct Pay, Monitoring Status

9:15 AM

Purchasing

Mark Gibbons

Purchasing Card Overview - Card User, Custodian, Administration

 9:30 AM

Purchasing

 Mark Gibbons

Reimbursement Request - When to Use, How to Avoid

9:45 AM

Travel

Jill Hernandez/Mark Gibbons

Business Travel and What you Need to Know

10:00 AM

Student Affairs

Laura O'Bryon

Innovations and Updates on Campus-wide Services including Diversity Initiatives

10:15 AM

BREAK

 

 

 10:30 AM

Business Services

Luanna Giles

Print and Copy Services - Pricing

 10:45 AM

Accounting

Tiki McClure/Jim Berry

Journal Vouchers

 11:00 AM

Accounting

Debbie Jones/Jim Berry

Tour of Business Serivces Financial Web Reports

 

 

 

HR

11:15 AM

Budget

Ralph Coppersmith

Reading and Understanding Reports in Connection to Budget (RCM)

11:30 AM

Budget

Ralph Coppersmith

Estimating SCH and its Impact on Calculating Tuition

11:45 AM

Accounting

Steve Larvick

Tuition Redistribution

Spring 2012 Tuition Through 06-26-2012

12:00 PM

Grants

 Jim Berry

Post Grant Awards

 

End Session-Day 2