2017 Financial Services Workshop

Tuesday, March 7, 2017

Breakout Session Descriptions

Grants and Contracts Overview 9:00 am

This breakout session will provide guidance for grants including monitoring Subawards, paying Scholarships to students and completing the Award Closeout Process. Additional grant related questions will be answered as time allows.

Compliance Management 9:00 am

Does your department……

Accept cash, check or debit/credit card

Sell Tickets for events

Rent out space

Invoice/bill external customers

Would you like to ….

Accept debit/credit cards

Accept payments online

Accept mobile payments

If you answered “yes” to any of these, then you need to attend this breakout session! We will review compliance related to cash management, account6s receivable, PCI (debit/credit cards), eCommerce, sales tax and unrelated business income tax.

Foundation Funds Overview 9:00 am 11:00 am

The purpose of this session is to review the wide range of topics involving the use of Foundation funds. Topics will include: Foundation 101 – the purpose of the Foundations, expenditure policy, fund purposes, available funds, business purpose, use of Procard, and proper approval for any funding source; Scholarships, prizes and awards, including the use of Academic works; Office of Gift Records, including deposit procedures for gifts and sponsorships; Fundraising, including cash collection procedures, credit card data/machines, sales tax and Ustores.

Institutional Trust Funds Overview 10:00 am

There is a better way to manage your ITF funds. We will show you how!

  • Discussion and demonstration of various techniques and tools to manage your ITF funds.
  • ITF updates

Scholarships & Academic Works 10:00 am

This breakout session will provide an overview of AcademicWorks scholarship management software used by ECU. We will cover AcademicWorks software, the scholarship process, funding/award considerations, new funds, scholarship timelines, departmental/committee review, thank you letters, and other items related to the scholarship process. Additional AcademicWorks and scholarship related questions will be answered as time allows.

Supplier Management – Total Supplier Manager (TSM) 10:00 am

This breakout session will demonstrate how to search for current ECU Banner ID numbers and provide useful Total Supplier Manager (TSM) search instructions and other tips within the Port TSM module. These useful navigation tips will assist the users identifying outstanding supplier registrations, workflow status, internal notes and email notifications.

Excel 11:00 am

This session will help users learn to organize and manage large sets of financial data using Microsoft Excel. The session will cover features such as formatting tables, sorting, adding formulas, charts, and pivot tables.

State Funds Overview 11:00 am

The University Budget Office monitors, provides leadership, oversight, and support with regard to execution of State appropriated funds. This includes funds that begin with 111xxx and 112xxx. The following topics will be reviewed and discussed: Banner FOAPAL, Budget Pool Account Codes, Budget Roll Process, Permanent Budget, Buy-out Form, Position Change Form, Fund 111103, Use of Lapsed Salary Funds, Budget Quarterly Review/Reconciliation, and ECU spending guidelines.

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