Campus Administrative Team 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
October 9, 2024
- IU Foundation Fund Maximization
Updates on funds maximization initiatives and reporting involving IU Foundation accounts, including target spend, scholarship utilization, and new FEM reports.
— Alison Baum, Sr. Dir. Account Admin Services, IUF - IU Furniture Procurement
The appropriate way to procure furniture, advice for year-end purchases, and more.
— Michele Bucklin, University Interior Designer - Purchasing in 2025
Learn about bid, contract, and PO approval changes coming in 2025. This is a live presentation of the material covered in the Purchasing in 2025 online info sessions.
— Sarah Chavez, Financial Training & Communications
June 5, 2024
- IU Sponsorships for Community events
An overview of sponsorship at IU, planning, resources, and coordination of sponsorships activities.
— Michelle Willhoite, Office of the VP for University Relations - IU Foundation Updates (no slides)
- Procurement Year End Deadlines and Reminders
Fiscal Year 2024 ends on June 30 and it is mportant you become aware of upcoming deadlines and reminders for smooth year-end operations.
— Angus Burke, Financial Training and Communications
February 14, 2024
- EConfirm (ECC) Employee Compensation Compliance
A brief reminder of the timeline, best practices, training dates, and resource links.
— Rayna Amerine and Tim Burris, Office of Research Administration (ORA) - Accounts Payable
New Process for Invoices with PHI.
— Mary Byrde and Ali Piovesan, Accounts Payable - Supplier Data Management
A few updates re: SGSOs & Expired W8s.
— Tyler Nichols, Supplier Data Management - New Supplier Edit Request
In March the Supplier Edit Request Form in BUY.IU is getting a refresh. What’s changing along with helpful tips about completing the form will be discussed.
— Angus Burke, Financial Training & Communications, and Tyler Nichols, Supplier Data Management - Solar Eclipse 2024 - official website for solar eclipse events
IU Eclipse Briefing
— Doug Booher, AVP, Events and Conferences
December 13, 2023
- Corporate Sponsorships Overview
How the corporate sponsorships team can assist IU units seeking sponsorships by building mutually beneficial and impactful partnerships aligned with the university's mission and values.
— Tara Vickers, Corporate Sponsorships Director - Performance at IU: A Culture of Conversations
Performance at IU is a program designed to facilitate conversations about staff performance and development to set them up for success.
— Tiffany Lemons, HR Development - P-Card Essentials Update
There are less than 60 days until the P-Card training deadline! Sarah will share updates about the course and address frequently asked questions.
— Sarah Chavez, Financial Training & Communications - Travel Training Resource Rundown
With 2023 in the rearview mirror, Juliet will share new travel training resources published in the last quarter.
— Juliet Roberts, Financial Training & Communications
October 11, 2023
- Student Academic Appointment (SAA) Fee Remission Refresher and Accounting Fee Details for Bursar Transactions
Two great topics on how departments award SAAs and how to see account details.
— Dina Adkins and Amanda Srichareon, University Bursar - Student Success at Indiana University
An overview of the new Office of the Vice President for Student Success, information on what student success is, and their priorities within the IU 2030 framework.
— Julie Payne-Kirchmeier, Vice President for Student Success - Expediting a Supplier Payment
How to request for expedited payments.
— Ali Piovesan, Accounts Payable Manager
August 30, 2023
- Benefits in Hiring Work Study Students
Hiring work-study students allows you to serve students with financial need while saving you money in your Part-Time Student Employee Budget.
— Amy Hull and Monika Taylor, Office of Student Financial Assistance - Payments to Students and Financial Aid
Review common and uncommon questions in relation to Financial Aid and payments to students.
— Amy Hull and Monika Taylor, Office of Student Financial Assistance - Ready for Hire
New process for hiring employees.
— Tom McMahon, Talent Acquisition and IU Executive Recruiting - Chrome River Improvements and Non-employee Travel
Learn about new and updated Chrome River functionalities as well as a whole host of new non-employee travel resources.
— Juliet Roberts, Financial Training & Communications - P-Card Essentials Updates
P-Card Essentials launched in July. During this presentation, we’ll share reminders about who is required to complete the training, links to resources, and a future purchaser-focused course.
— Sarah Chavez, Financial Training & Communications
June 7, 2023 - 
- Shared Services
Overview of the Bloomington Shared Services team, what our functions are, and how we serve the Bloomington campus.
— Marika Voukidis, Manager of Shared Services - Finance, Administration & Budget (FAB) - BUY.IU Receiving Reports
New reports in BUY.IU can help you identify orders that require a receipt to be processed.
— Mary Byrde, Director of Accounts Payable; Ali Piovesan, Manager of AP; and Derek Toschlog, Buy.IU System Analyst - RPA and Payments on FireForm
What you need to know.
— Matt Schaefer, Associate Director – Treasury - Procurement Year-End Deadlines & Reminders
A recap of deadlines related to fiscal year end 23 (FY23) orders, invoices, P-Card, and travel processing. Plus some quick reminders about the P-Card Essentials training launching July 3.
— Sarah Chavez, Manager - Financial Training & Communications
April 18, 2023
- Chrome River Standard Reports for Fiscal Officers
New reporting portal related to Chrome River
— Patty Cole, Travel Services - P-card Required Training - Updated 4/27/2023
P-Card training will be required starting in July. Learn about this requirement, the content the training will consist of, and who needs to complete it.
— Sarah Chavez, Financial Training & Communications - Tax ICQ (independent contractor questionnaire)
Classifying and paying independent contractors versus paying someone through payroll as an employee. Specific criteria stated by the independent contractor policy, as well as other factors Tax has to weigh when making this determination.
— Margot Burke, Andrea Bousman, and Jeffrey Martínez, University Tax - Microsoft Teams Calls
Teams is a collaboration platform that ties together multiple Microsoft applications and services in one location to facilitate communication and collaboration within and between units at Indiana University. You will learn about how to access telephony features through Microsoft Teams, how to start a video call with someone, how to schedule a Teams meeting, and so much more. 45-min presentation
— Beth Nolen, IT Training, UITS
February 14, 2023
- Sponsorship of Community Events
An overview of community event sponsorships & Buy.IU check requests.
— Kirsten Adams and Michelle Wilhoite, VP University Relations Office - Think Before You Click
To protect yourself and the IU community, it's critical you learn to recognize and report phishing emails.
—Tom Mason, Information Technology - KFS/HRMS Roles and Workflow
Best practices for approval roles and document routing in KFS (financial) and HRMS (personnel) systems.
—Chris Puckett, Finance, Administration & Budget - ePTO
Exempt staff PTO basics.
—David Duncan, HR Employee Relations - Purchasing and Travel Updates
Get to know Purchasing’s new Help Desk Consultants and learn about the changes coming to non-employee travel in Egencia.
—Sarah Chavez and Juliet Roberts, Financial Training & Communications
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 - Rental links updated 2/6/2024
- 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
Bloomington Financial Conference
The Bloomington Office of Finance, Administration & Budget offered the inaugural 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)