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Southern Oregon University

Business Services

Finance Training Workshop –Friday, November 30, 2012

 

Sponsored by Business Services
You may choose to attend one session or several sessions.   Please refer to Agenda for Session topics.  The intent of the workshop is to train campus users on how to access online powerpoint training presentations, be able to follow along and take notes in the presentation, then have ability to save notes back to their personal drive for future reference. 

In order to help us plan for capacity (as we strive to provide a work station for each attendee), reservations are recommended.   Please notify Victoria Vannice, Business Services Office Specialist, to let her know which session(s) you plan to attend.  Note that all are welcome to walk in to join a session and a computer is provided as available.  

RSVP: You can reach Victoria by e-mail at vannicev@sou.edu or at (541) 552-8528

 

Session 2 - GENERAL TOPICS
Departments presenting include Accounting, Bursar, Payroll, Purchasing, Human Resources, Facilities Management and Planning, Budget, and Student Affairs.  Each presentation will run 15-30 minutes.  Note also that as training presentations are finalized, these links will be updated.  


 AGENDA - All day Session

Friday 11/30/2012 A.M. Session
Time Department Presenter Training Topic
8:30 AM Business Services Debbie Jones Introduction
8:45 AM Human Resources Colin Bunnell Hiring Processes and Related Form Use
9:00 AM   " " "     "   
9:15 AM Payroll Donna Holtz Payroll Processes - part 2
9:30 AM Print & Copy Services Luanna Giles Campus Print and Copy services
9:45 AM Purchasing Mark Gibbons

Procurement Card - part 2 (Admin P-Card focus)

10:00 AM BREAK    
10:15 AM Accounting  Jim Berry Centralized Billing to Off-Campus Users
10:30 AM Accounting Jim Berry Detail Codes - When Do you Need?
10:45 AM Bursar Deb Michaels Cash Management
11:00 AM Bursar Tina Cripe Red-Flag Identity Theft
11:15 AM Accounting Lee (Tiki) McClure Transfers - When and Where
11:30 AM Accounting Lee (Tiki) McClure Internal Sales, Revenue Redistribution
11:45 AM Business Services  Jim Berry Q & A
12:00 PM Lunch    
       
Friday November 30, 2012 P.M. Session
1:00 PM Business Services Steve Larvick Financial Irregularities
1:15 PM Doing Business with SOU Steve Larvick Procurement - Bid, RFP or Sole Source?
1:30 PM Business Services  Mark Gibbons  Purchase Order Creation
1:45 PM Business Services Jayne Atkins Fixed Assets
2:00 PM Facilities Tom Bieber/ Leon Crouch

Campus Environmental Safety and Disposal of Surplus Property

2:15 PM Business Services   Q & A
2:30 PM BREAK    
2:45 PM Budget Desiree Young Estimating SCH and its Impact on Calculating Tuition
3:00 PM Business Services Steve Larvick

Tuition Redistribution

Tuition Redistribution Report Spring Term 2012

3:15 PM Business Services Debbie Jones Records and Retention
3:30 PM Campus M. Trueblood

Student Support Network & Other Changes

3:45 PM  Business Services    Q & A
4:00 PM   End Session