Campus Administrative Training Series (CATS) presentations can provide helpful information about pertinent finance or budgeting tasks at IU. Presentations are organized by date and feature covered topics. Click on the topic to view a PDF of the presentation.
Note: Make sure you are connected to the IU network to be able to access the pdfs.
CATS
December 7, 2022 - In-Person, IMU Frangipani (not recorded)
- IU Warehouse / Surplus Stores—Todd Reid, IU Warehouse (Purchasing)
- Travel Support in 2023—Juliet Roberts, Financial Training & Communications
- Effort Confirmation Upcoming Dates—Rayna Amerine, Office of Research Administration
- Purchasing Contract Essentials—Sarah Chavez, Financial Training & Communications and Tally Thrasher and Kathi Sipes, Purchasing
October 18, 2022 - In-Person, IMU Frangipani (not recorded)
- Welcome to CATS (no slides)—Susan Fleener, Office of Finance, Administration & Budget (FAB)
- International Student Employee Limitations for On-Campus Employment—Jenny Bowen, Office of International Services (OIS)
- Foreign Employment Risks - Student-Employees and Others—Jeff Goetz, Office of the Vice President and General Counsel (OVPGC)
- Process Change Travel Pre-Approvals—Juliet Roberts, Financial Training & Communications and Priscilla Laird, Travel Management Services
- What is a P-Card—Brittany Veal and Gina Stillions, Office of Procurement and Travel Management
CATS Channel—for webinar videos
May 17, 2022
- IU Supplier Diversity Initiatives and How You Can Help—Tally Thrasher and Richard Wise, Purchasing
- Travel Pre-Approval Changes—Juliet Roberts, Financial Training & Communications and Priscilla Laird, Travel Management Services
- Purchasing and AP Year-End Reminders—Sarah Chavez and Holly Hooper, Financial Training & Communications
March 29, 2022
- Updates from the IU Foundation—Sheila Decker (no slides)
- Renting a Car at IU—Juliet Roberts, VPCFO Training & Communications, and Patty Cole, Travel Management Services
- Supplier Onboarding Consultants and Processes/New Feature in Buy.IU—Sarah Chavez, VPCFO Training & Communications and Amanda Coats, Purchasing
January 27, 2022
- Foreign Currency Payment Changes—Sarah Chavez and Holly Hooper, Employee Services, Training, and Communication
- EConfirm Updates—Tim Burris and Rayna Amerine, Office of Research Administration
- Ground Transportation Updates/Reminders—Juliet Roberts and Patricia Laird, Employee Services, Training, and Communication
CATS Channel—for video of presentations
November 9, 2021
- IU Tuition (Dependent Fee Courtesy)—Alicia Robertson, University Budget Office
- IUF Upcoming Deadlines/Updates and Sample Documents Required for eDocs (purchase of flowers information included)—Wendy Dion, Indiana University Foundation
Purchase of Flowers—Immediate family pertains for funerals and bereavement floral arrangements (the list below is specific to policy HR-05-110):- Spouse
- Child
- Grandchild
- Parent (or an individual who stood in ‘loco parentis’ to an employee when the employee was under the age of 18)
- Sibling
- Grandparent
- In-law relative of the same degree
- Step relative of the same degree
- Other relative of whom the employee is the sole survivor
- VPCFO Office Move and Holiday Hours—Sarah Chavez, VPCFO Training and Communications
- Travel Updates—Juliet Roberts, VPCFO Training and Communications
- BUY.IU System Update—Sarah Chavez, VPCFO Training and Communications
September 28, 2021
- BUY.IU Interface Update/Schedule & UCO Fall Webinars—Holly Hooper, VPCFO Training & Communications
- Highlights and links shared
- On November 15 the new BUY.IU interface goes live! View Buy.IU Interface Update page
- VPCFO Training Calendar
- Purchasing—documentation and video on how to use Buy.IU
- Highlights and links shared
- Non-Routed Administrative Request Form—Katie Gray, Office of Research Administration
- Links shared:
- Routing of Sponsored Programs Documents at Indiana University
- Non-Routed Administrative Request in KC Guide
- Links shared:
- ORA Budget Templates—Sara Rotz, Office of Research Administration
- Highlights and links shared
- How to find Budget Templates: go to Proposal Tools and Resources, scroll down to “sample letters, budget templates, and forms” and choose “sample budgets”.
- Required Training
- Highlights and links shared
July 28, 2021
- State of Sustainability at IU: How we each play a role—Makayla Bonney, Sustain IU (no slides)
- Capital Asset Inventory Requirements—Joy Maddox / Capital Asset Management
- Pcard 101: Restrictions and Fraud—Brittany Veal, Purchasing
June 9, 2021
- Year-End Reminders—Andrea Seifert, University Accounting & Reporting Services (no slides)
- Summer Travel Guidance Update—Juliet Roberts, VPCFO Training & Communications and Patty Cole, Travel Management Services
- AP Invoice Review—Marika Voukidis, Accounts Payable
- Gifts to Employees—Holly Hooper, VPCFO Training & Communications, Susan Norrell, University Tax Services, and Kathi Sipes, Purchasing
- Supplier Edit Request Forms—Sarah Chavez, VPCFO Training & Communications and Amanda Coats, Supplier Data Management
March 10, 2021
- HR eDoc changes, new salary plans, job families, job functions—Laura Kress, Corina Greiner, Deborah McCullough, University Human Resources
- Office of Business Partnership update/webinar—Valerie Gill, Office of Business Partnerships
- Links provided by presenter:
- Business Partnerships website
- IU Faculty and Staff—links to toolkits for developing Corporate Philanthropy, Corporate Research, and Corporate Sponsorships
- The News & Events section of What We Do: Features events and webinars hosted by OBP
- We welcome your assistance to publicize these two events:
- The IU OBP Coffee Hour: Introducing Business Partnerships—Friday, March 12 from 10–11am
- What Can Microsoft’s Cloud Platform do for me?—Azure for IU Researchers—Thursday, March 25 from 12–1:30pm
- Links provided by presenter:
- Purchasing Support Form Update—Sarah Chavez, ESTC & Tally Thrasher, Purchasing
- Supplier Q&A—Sarah Chaves & Holly Hooper, ESTC & Amanda Coats, Purchasing
January 26, 2021
- Effort Management Reports, Tools and Training Dates/Times—Rayna Amerine and Tim Burris, ORA
- IUF Scholarship and Award Reimbursements—Wendy Dion, IU Foundation
- Travel Updates—Juliet Roberts, ESTC
- Office of the University Controller Website Update—Holly Hooper and Sarah Chavez, ESTC
- Website Help and Updates
- Purchasing Updates—Sarah Chavez, ESTC and Tally Thrasher, Purchasing
- Buy.IU Open Encumbrances Report—Sarah Chavez, ESTC and Dominique Bahr, CTRO
CATS Channel—for video of presentations
December 7, 2020
- IUPD Cash Pick Up Procedures
- Link to Pick Up Form–a reminder that this form does not replace Accountable Mail, however the bank truck can be used for cash (large or small) pick up—Jill M. Lees, Chief of Police, IUPD and Sgt. Ross Allen, IUPD
- Holiday Schedule Announcements and New Purchasing Support Form Introduction—Sarah Chavez, Empl Services, Training and Comm
- Invoice Approval Process and Matching Exceptions—Sarah Chavez, Empl Services, Training and Comm
November 5, 2020
- Buy.IU Legal Contracts—Jeff Goetz and Kylie Ayers, General Counsel
- EConfirm (ECC) Effort System—Tim Burris and Rayna Amerine, Office of Research Administration
- The Travel Process—Juliet Roberts, Empl Services, Training and Comm
- New P-Card Statement Functionality—Holly Hooper, Empl Services, Training and Comm
- Change Requests—Sarah Chavez, Empl Services, Training and Comm
September 25, 2020
- Sub Recipient Monitoring Change Update—Paula Maloian and Jim Engel, Office of Research Administration
- Out-of-Pocket Reimbursement of Sales Tax & Update on IU’s 501c3 Status—Grant Latta and Daniel Jackman, FMS Tax (to be posted at a later date, will be announced by email)
- Office of the University Controller (UCO)—Anna Jensen, Office of the University Controller
- Purchasing: Receipts Document Reminders & Resource Updates—Sarah Chavez, VPCFO ESTC
- Travel: Reconciling Prepaid Travel with Imports, International Travel Guidance, & Resource Update—Juliet Roberts, VPCFO ESTC with Tally Thrasher and Patty Cole
July 21, 2020
- Accounts Payable Reporting Structure and Check Enclosure Process—Mary Byrde, Office of VPCFO and Marika Voukidis, Accounts Payable
- Travel Pre-Authorization in Chrome River—Juliet Roberts, VPCFO Training and Communications and Patty Cole, Travel Management Services
- New PPE Ordering Process & Resources, BUY.IU System Update: Changes to Document Searches and New Consolidated Training Website—Sarah Chavez, VOCFO Senior Training
February 13, 2020
- Accounts Payable: Tips & Best Practices for Efficient Processing—Mary Byrde, Office of VPCFO, and Marika Voukidis and Amanda Coats, FMS
- Common Issues in Travel Compliance/Chrome River & P-Card Updates—Patty (Anderson) Cole, Purchasing
- BUY IU & Chrome River Training Updates—Sarah Chavez, FMS Senior Training
Bloomington Financial Conference
The Bloomington Office of Finance, Administration & Budget enjoyed the opportunity to offer the first Fall Fiscal Conference on October 26, 2022. The slides below were presented during the conference.
Note: Make sure you are connected to the IU network to be able to access the pdfs.
Note: Make sure you are connected to the IU network to be able to access the pdfs.
IUB Finance: Big Picture - Aimee Heeter
How’s My Health? Understanding the Importance of Financial Statements - Anna Jensen, Jennifer George
They Said Yes!... Yikes!! - Mike Fowler, Alexandra Burlingame
MythBusters. Demystify Fund Groups & Fiscal Myths - Aimee Heeter, Jill Gonyo
(no slides)
Sharing is Caring: Improve Efficiencies with a Shared Service - Susan Fleener, Mike Noth
Understanding Audit Before You Panic! - Anna Jensen, Lisa Beymer
An Exploration into the Jungle of Transactions and Reporting - Rhea Freeman, Jill Gonyo
Who’s Minding the House? Understanding the Importance of Delegates, Account Hierarchy, and Back-ups - Chris Puckett
Talk Data To Me - Sabrina Andrews, Linda Shepard
Reporting; Fun with Numbers - Henry Gabriel, John Hart, Susan Fleener
Thrive Where You Are: Action Steps for Reinvigorating Your Work Now - Caroline Dowd-Higgins (keynote speaker)
Getting Fluxxy: Thriving in the Midst of Continuous Change - Deb Dunbar
Re-focus on Employee Engagement and Wellbeing - Amy Batule
Managing Stress Amid Change - Samantha Schaefer
You Can’t Yoga Your Way Out of Burnout: Actions Steps for Career Wellness - Caroline Dowd-Higgins (keynote speaker)
IUHR Financial Planning - Sue Dukeman (no slides)