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
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
- 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
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)