Financial and Business Services is excited to announce the addition of the “Payment Card Acceptance/eCommerce” pages to its Web Presence.  You can view the new content at http://fbs.admin.utah.edu/index.php/payment_card.  This additional information will be helpful for departments across the University,  as they engage in business transactions using either Payment Cards or eCommerce.

Financial and Business Services is pleased to announce two training opportunities that were recently added to the roster.  Internal Controls workshop will be held on November 10, from 2:00 – 3:30 p.m.  This workshop is intended for business officers who are responsible for implementing internal controls in their areas and want to learn more about what contributes to an effective control environment.  Endowments 101 will be held on November 17, from 2:00 – 4:00 p.m.  This workshop is intended for business officers and development professionals who would like to know more about endowments, endowment accounting, and current issues related to endowments.  An optional mini-session will follow for those interested in learning more about how to project endowment distribution income.  For information and registration, please go to the following website: 

http://fbs.admin.utah.edu/index.php/training/

Also, for your information, mini-workshops (we’re calling them “roadshows”) on both topics (internal controls and endowments) are available on-demand and are geared toward academic administrators such as deans, chairs, and faculty.  These can be requested by contacting Theresa Ashman.

Two new FORMS pages have been added to the FBS web presence.  This will enable visitors to have access to all the FBS forms in one place.  The forms are sorted alphabetically and by department.  A FORMS link on the top row of the FBS website has been added.  This will make it easy to find the form you need especially if you are not sure which department to look in for that form.  This is similar to the FORMS pages in the FBS pagelet in CIS.  On September 15, 2008, the FORMS links on the FBS pagelet will be changed to direct users to the new FBS FORMS pages.

WACUBO, the Western Association of College and University Business Officers, offers an annual learning experience for central and departmental business administrators.  Participants play many different roles in their institutions; they are academic officers, staff and other mid-level personnel who perform various administrative and business functions for other institutions like the University of Utah. 

The Business Management Institute will be held on the University of California, Santa Barbara campus August 3 - 8, 2008.  If you are interested in more information and registration, you may visit the following site:

http://www.wacubo.org/bmi/bmi.shtml

• Have you ever wondered how to estimate how much endowment income your department will have to award scholarships or fund programs?
• Would you like to know how to calculate this?
• Come to our new supplemental Endowment Income Projections training following the Endowments 101 Workshop on March 26, 2008.

The Projection training will begin at 4:00 PM on Wednesday, March 26th in Park 404 and will last approximately 30 minutes. Please register online at:

http://fbs.admin.utah.edu/index.php/training/training-special-topics

FBS and many University departments, working together as the U Training Consortium, have brought an exciting new website to the general University community.

Training courses can be easily found by searching for either the course title or key words in the description.  Searching for “excel,” for example, returns 17 different courses offered by 5 organizations across campus.  FBS courses can also be located using this convenient search tool.

 Click here to search for training courses.

FBS hits the road - bringing Special Topic discussions to your department!

Endowments 101 for Academic Leadership - For those interacting with donors or those making financial decisions for endowment expendable accounts.

Internal Controls for Non-accountants - Designed with academic leadership in mind.

Click here to see a flyer announcing the two FBS Training opportunities that can be presented at your next department meeting!

Courses now available in FBS training facility:

Intro to FBS for New Hires - Recommended as a first course for those new to the University. We will help new hires develop an appropriate training plan.

Travel workshops - discussions in FBS training facility:

Visitor Lodging Workshop - Does your department have need to pay for Salt Lake City hotels for visitors? This workshop will describe best practices.

60 Day Rule Workshop - Does your department have specific challenges in complying with this rule? We will be available to discuss strategies with group from individual departments.

Click here for a listing of upcoming Training Sessions.  Please circulate the list throughout your area, taking particular care to reach new hires.  We appreciate your efforts in making everyone aware of these opportunities.

There is still room to pre-register for the Small Business Supplier Showcase, being held on May 10 in the Student Union Ballroom.  If you are interested in attending the breakout business session, you will want to pre-register for the Showcase plus Business Forum.

The following courses are available to all staff members and will be particularly useful to those who prepare or reconcile financial documents. 

We recommend completion of Procedural Workshops within the first 6 months of employment; please encourage all new hires to attend.  Best Practice Workshops, such as LPC and PCard training is also available to interested departments.

Training questions?  Contact Kori DeHaan at 1-4149, or submit FBS feedback to Training.

2/27
University Accounting Principles 10:00am – 11:30am

3/1
Online Tuition Authorization 2:00pm- 3:00pm

3/7
Purchasing Cardholder 9:30am - 10:15am
Purchasing Card Reallocator 10:15am – 11:00am
LPC Training 2:00pm – 3:30pm

3/8
Tax Overview 10:00am – 12:00pm

3/12
Procurement Basics 1:00pm – 2:30pm

3/13
Travel Reservations 10:00am – 11:30am

3/14
Travel Web Application 10:00am – 11:30am

3/21
Purchasing Cardholder  9:30am – 10:15am
Purchasing Card Reallocator 10:15am – 11:00am
University Accounting Principles 10:00am – 11:30am
Online Deposits 2:00pm – 3:00pm

3/27
Travel Web Application 10:00am – 11:30am

3/28
AP Basics 9:00 am – 10:30am

3/29
Travel Reservations  10:00am – 11:30am

Financial & Business Services Organizational Changes

We recently welcomed a new staff member into our midst – Theresa Ashman, as our Controller/Director of Financial Management. Theresa comes to us from Purdue University where she held a variety of financial administration positions over the past 14 years. We look forward to working with her.

We’ve taken this opportunity to examine our organizational structure and have made some additional changes that we hope will better align our personnel strengths with our mission, vision, and values statements.

Some individuals have been asked to take on additional duties, and others to change either their focus or reporting responsibilities.

Personnel assignment and reporting changes are as follows:

• Kori DeHaan has been given additional responsibilities and now reports directly to Jeffrey West. Kori’s new title is “Manager - Travel, Training & Policy Coordination.”
• Laura Howat has been given additional responsibilities and will continue reporting to the Controller. Income Accounting and Accounts Payable now report directly to Laura. Laura’s new title is “Associate Director – Accounting Operations & Controls.”
• Barbara Nielsen now reports to the Controller, and has been given a new title, “Associate Director - Compliance Accounting & Reporting.” Property Accounting now reports directly to Barbara.
• Jim Parker has been given additional responsibilities. The Support Service Units (Stores/Receiving, Surplus & Salvage, and Central Mail) now report directly to Jim.
• Dave Heaps, Manager of Investment & Endowment Accounting, now reports to the Controller.

Unit name changes taking place in connection with this organizational realignment:

• Purchasing becomes Procurement & Supply Management (Jim Parker)
• Financial Information Services becomes Financial Solutions (Dean Church)
• Governmental Accounting becomes Management Accounting & Analysis (David Beckstrom)
• Research Accounting becomes Grants & Contracts Accounting (Gary Gledhill)

For an overall visual representation of the new Financial & Business Services organization, please view our organizational chart at this link: http://fbs.admin.utah.edu/index.php/home/home-organizational-chart/