Department Assistant (DA) Meetings

DA Meeting Calendar FY 08 - 09(.doc 21K)

July 15, 2009

• Agenda (.doc 128KB)
  • Guy Wilson, Manager of Accounts Payable
    • Year-End Closing Procedures
  • Jason Schober, Dir Financial Mgmt System Proj., Project Café
    • Changes in New System for Year-End Closing

June 17, 2009

• Agenda (.doc 128KB)
  • Roxanne Hori, Director of Career Management Center
    • CMC Initiatives
• Handouts
  • Summertime Spring Cleaning (.doc 28KB)
  • Project Cafe - Summer Calender (.html)

May 20, 2009

• Agenda (.doc 128KB)
  • Ed Wilson, Associate Dean of Alumni Relations
    • New initiatives in the Alumni Relations Department
• Handouts

April 15, 2009

• Agenda (.doc 127KB)
  • Michele Rogers, Assistant Dean and Director of Integrated Programs and Experiential Learning
    • Program update, growth, and new initiatives(.pdf 147KB)
• Handouts
  • Monthly Reconciling Procedures (.pdf 88KB)

March 18, 2009

• Agenda (.doc 128KB)
  • Jason Schober, Dir Financial Mgmt System Proj., Project Cafe
    • New System Updates & Answering Questions
  • Beth Flye, Director of Admissions
    • Overview of Activities in the Admission Office
• Handouts
  • Minimize Amt. of Acct. Codes Used (.doc 267KB)
  • Tips On Running Cognos Reports (.html)

February 18, 2009

• Agenda (.doc 127KB)
  • Angela Edwards-Campbell, Director of Diversity and Inclusion
    • Dept. Initiatives 
• Handouts
  • Monitor DPR(.pdf 622KB)
  • Monitor Requisition (.pdf 706KB)
  • Payroll Handout (.pdf 52KB)
  • Nia Classes (.pdf 88KB)

January 29, 2009

• Agenda (.doc 127KB)
  • Rebecca Schwer, Financial Assistant
    • Requisitions over $1500.00 (.pdf 1.19MB)
  • Vicki Dekker, Associate Director of the Dean
    • Initiatives on school wide calendaring (.pdf 321KB)
• Handouts
  • Finding Your PUR# (.pdf 522KB)
  • Avoid Returned Payment Requests (.pdf 121 KB)
  • DPR Notice (.pdf 133KB)
  • Ladder Organization (.pdf 259KB)

December 17, 2008

• Agenda (.doc 126KB)
• Handouts
  • 3 Types of Payments (.doc 48KB)
  • Important Links (.doc 28KB)
  • Comment Field for Exp. Reports (.pdf 480KB)

December 8, 2008

• Agenda (.doc 125KB)
• Handouts
  • How To Make a Bursar Deposit (.pdf 519KB)
  • Department Codes (.pdf 57KB)
  • Different Payment Types (.pdf 440KB)
  • Shopping Cart Naming Conventions (.doc 45KB)

November 2008

• Agenda (.doc 125KB)
  • Guy Wilson, Manager of Accounts Payable
    • Payment Processing-Transition Into New System (.pdf 453KB)
  • Jason R. Shober, Director of Project Cafe
    • New Financial System Overview (.pdf 151KB)
• Handouts
  • Conversion Dates (.doc 151KB)
  • Open Labs Calendar (.pdf 199KB)

October 2008

• Agenda(.doc 125KB)
  • Alex Stein, University Police Officer
• Handouts
  • How To Read FY09 Balances(.pdf 427KB)
  • Benefits Fair(.pdf 75KB)
  • Cafe Open Labs(.pdf 199KB)

September 2008

• Agenda (.doc 33KB)
  • Jamie Rosman, Director of Marketing and Communications
  • Ken Willms, Software QA/Support Mgr.
    • On-Line Staff Directory(.html)
• Handouts
  • FY Year End T&E Tips(.pdf 124KB)

August 2008

• Agenda(.doc 124KB)
  • Mary Kay Hallissey, Procurement Card Administrator
    • P-Card Program(.pdf 2.69MB)
• Handouts
  • Cafe Training Matrix(.pdf 84KB)
  • P-Card Transaction Upload Calendar(.pdf 56KB)
  • P-Card Agreement for Kellogg(.pdf 102KB)
  • Tax Exempt Letter(.pdf 57KB)
  • W-9 Form (Required for New Vendors)(.pdf 207KB)
  • AP Year End Procedures(.pdf 127KB)
  • Internal Controls(.pdf 104KB)

July 2008

• No Meeting

June 2008

• Agenda (.doc 124KB)
  • Tiffany Cleaver, Project Café
    • Hands - on workshops (.pdf 921KB)
  • Guy Wilson, Manager of Accounts Payable
    • Changes with purchasing/reimbursements (.ppt 921KB)
• Handouts
  • Archiving of Financial and Payroll Records (.doc 28KB)

May 2008

• Agenda (doc.102kb)
  • Sheila Duran, Director of Publication Initiatives &
    Katharine H Kruse, Editorial Assistant
    • Online case repository (.html)
    • Sharepoint site for faculty
• Handouts
  • Business Procedures (doc.28kb)
  • Work-Study Evaluation (.html)
  • 90 Day Rule Form Updated (.html)
  • Conflict of Interest (.html)
    

April 2008

• Agenda (doc.102kb)
• Thom Duncan, Senior Director of Marketing and Communications
  • Staff on-line photo directory
• Thomas Evans, Director Benefits, Office of Human Resources
  • Employee Benefits
    
• Handouts
  • Monthly Financial Reconciliation - Planning for Year-End (.html)
• Workshop:Receiving/Handling Cash&Making Deposits (.html)
• Cafe Crosswalk (.html)
• Clearing Encumbrances (.html)

March 2008

• No Meeting

February 2008

• Agenda (doc. 102kb)
  • Debbie Brodsky, Functional Specialist, Project Café
    • Chart of accounts in PeopleSoft (.html)

January 2008

• Agenda (.pdf 553kb)
  • Tiffany Cleaver, Implementation Readiness Specialist with Project Café
    • Café overview
• Handouts
  • Cafe Timeline (.pdf 793kb)
  • Cafe Workshops (.pdf 1MB)
  • General Announcments (.pdf 96.5kb)
    

December 2007

• No Meeting

November 2007

• Agenda(.doc 553kb)
  • Michele Rogers, Assistant Dean of Integrated Programming and Experiential Learning
• Foreign Currency/Wire Handout (.pdf 673kb)
• Business Standards and Conduct Outline (.doc 31kb)
• Business Standards and Conduct Website (.html)

October 2007

• Agenda(.doc 553kb)
  • Tom Evans, Director of University Benefits
    • Open Enrollment (.pdf 614.91kb)
• Online Air Travel Booking/Account Reconciliation Handout (.doc 26.5KB)

September 2007

• Agenda (.doc 552kb)

Handout archive