Workshops
The Bringing Administrators Together Conference will be held on Thursday, April 5, 2018.
Please contact the Conference Planning Team at uicadconf9@uillinois.edu if you have questions about the conference.
Workshop Session 1
Thursday, April 5, 2018
10:15 am - 11:15 am
Quarterly and Annual Financial Reports: How to Read, Understand and
Use the Information to Improve Your Effectiveness
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| Description: |
The goal of this session is to provide an overview of various quarterly and annual financial reports that are prepared and distributed to various constituents such as the Board of Trustees (BOT), Deans and Academic Fiscal Officers. The session will cover the Budget Summary for Operations (BSO) presented to the BOT, the Annual College Financial Statements & Management Reports (Budget Grey Books) presented to the Deans and AFOs, as well as others. |
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| Track: |
Budget and Finance
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| Presenters: |
- Mark McClellan, Associate Director, Budget & Financial Analysis
- Alejandra Davidson, Senior Coordinator, Budget and Financial Analysis
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Conference
Materials:
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PDF Presentation
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Take a Walk and Lose the Waste - How to Identify Process Waste
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| Description: |
The longer you have worked in a system/process the harder it is to see the waste around you. Taking a waste walk make the waste visible again. Come learn how to identify the 8 common wastes in today's business processes and begin seeing your business how you never seen it before.
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Innovation and Business Process Improvement
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| Presenters: |
- Kristi Moore, Senior Business Analyst, Administrative Information Technology Services
- Amy Glenn, Interim Assistant Director, Business Process Improvement Shared Service
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Conference
Materials:
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PDF Presentation
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Reporting Toolbox: So Many Tools, Which One Should I Use?
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| Description: |
Overwhelmed by all the systems, reports, and on-going demand for financial information. Join us as we build a reporting tool box. We will flip through the owner’s manual on several of the tools to see how they operate. Then we will identify those essential reports to help meet the on-going demand for financial information. My-UI-Financials, ViewDirect, EDDIE. |
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Data Access and Analysis
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| Presenters: |
- Kasey Wilken, CPA, MAS, Financial Accounting & Reporting Specialist, University Accounting & Financial Reporting
- Jason Bane, Sr. Business & Financial Coordinator, University Accounting & Financial Reporting
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Conference
Materials:
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PDF Presentation
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Civil Service Hiring Overview
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| Description: |
The focus of the session will be on the Civil Service hiring process with an emphasis on the multiple strategies UIC HR has in place to meet the hiring needs of departments while ensuring interested and qualified applicants have access to job opportunities at UIC. The session will provide an overview of status Civil Service hiring and new business practices related to extra help and temporary staffing.
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| Track: |
Human Resources
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| Presenters: |
- Shannon McGinnis, Deputy Director, Temporary Services/Extra Help
- Heather Ross, Deputy Director, Recruitment and Staffing
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Conference
Materials:
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PDF Presentation
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Dimensions of a Business Decision
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| Description: |
Utilizing real UIC case studies, we will explore decision-making frameworks used when addressing challenging issues within our complex environment. Balancing institutional policy and procedures, state and federal regulations and statutes, with the needs and interests of various stakeholders, requires a multi-dimensional perspective when engaging in business matters on a daily basis.
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Leadership Development
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| Presenter: |
- Gloria Keeley, Interim Vice President, Office of Business and Financial Services
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Conference
Materials:
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PDF Presentation
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Little Mistakes Can Cause Big Headaches: Common Errors/Omissions at Sponsored Project Proposal Time
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| Description: |
This session will provide an overview of common errors or omissions at sponsored project proposal time and the issues these may cause down the road if the project is awarded. Participants will be provided with examples and tips to help avoid such errors in the future.
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Research
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| Presenters: |
- Katrina Lopez, Assistant Director of Compliance, GCO
- Mee Mee Lee-Choi, Sr. Assistant Director, GCO
- Peggy Diskin, Associate Director, ORS
- Beth Skendrovic, Assistant Director, ORS
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Conference
Materials:
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PDF Presentation
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Workshop Session 2
Thursday, April 5, 2018
11:30 am - 12:30 pm
RCM Budget Model: Understanding UIC’s Tuition Distribution Methodology
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| Description: |
The goal of this session is to provide an overview of the tuition distribution methodology, followed by in-depth discussion on various aspects of the model that impact the flow of tuition revenue to the Colleges.
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Budget and Finance
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| Presenter: |
- Thomas Warfield, Associate Director, Budget & Financial Analysis
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Conference
Materials:
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PDF Presentation
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Business Process Improvement (BPI) Shared Services - Helping You Save Resources
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| Description: |
Looking to improve your unit’s customer service, save staff time or cut costs? The Business Process Improvement Shared Service can lead your improvement project by facilitating discussions, analyze performance, brainstorm and prioritize solutions. Learn about the different types of projects that have been completed at UIC and how the BPI Shared Service can help you.
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Innovation and Business Process Improvement
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| Presenters: |
- Amy Glenn, Interim Assistant Director, Business Process Improvement Shared Service
- Rona Dealy, Process Improvement Coordinator, Business Process Improvement Shared Service
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Conference
Materials:
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PDF Presentation
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Reporting Toolbox: Tricks Behind the Tools
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| Description: |
Perhaps you're new to the University or maybe you've been using these reporting tools for years, but are you using their full potential? Join us to discover the tricks behind these tools; like how to schedule your monthly reports, and create personal folders. Get the most from these tools: My-UI-Financials; ViewDirect; EDDIE; Business Objects.
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Data Access and Analysis
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| Presenters: |
- Jerry Myers, Functional Area Coordinator AITS-Decision Support
- Jason Bane, Sr. Business & Financial Coordinator, University Accounting & Financial Reporting
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Conference
Materials:
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PDF Presentation
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HR Reports
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| Description: |
This presentation will cover how users can get access to various Human Resource related reporting solutions. We will navigate through some already prepared reports in the HR Reporting portal. We will also discuss how and why we need to keep employee data secure.
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Human Resources
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Conference
Materials:
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PDF Presentation
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Leadership Panel Discussion: Advancing Your Career
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Successful UIC business leaders will provide their insights on how others at the university might advance their careers. The session will be an open format with a moderator and provide attendees the opportunity to participate in a question and answer process with the panel. Registrants will also have the opportunity to send in individual questions in advance of the April 5th panel discussion.
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Leadership Development
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| Presenters: |
- Rich Alpern, Associate Dean, Administration, College of Liberal Arts and Sciences
- Kathleen Engstrom, Associate Dean for Administration, College of Urban Planning and Public Affairs (CUPPA)
- Dale E. Rush, CGFM, Associate Dean for Administrative Affairs, College of Pharmacy Privacy Officer, Office of the Dean, College of Pharmacy
- Todd Van Neck, Associate Dean for Administration UI College of Medicine
- Daniel Williams, CPA, Executive Associate Director of Campus Auxiliary Services, Assistant to the Vice Chancellor for Student Affairs
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Conference
Materials:
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Leadership Panel Discussion Presenter’s Bios
PDF Presentation
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New ORS Electronic Proposal Development System & myResearch Portal Enhancements
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| Description: |
Have you ever had to remind people to get their signatures on your PAFs? During this session, we will provide an overview of the new myProposals system which will enable you to create, route, and submit sponsored research proposals electronically. We will also cover functionality of myResearch Portal, and we will discuss new enhancements to the Portal which will roll out with the new myProposals system. Learning objectives include recognizing the benefits of moving to an electronic proposal submission system; recalling enhancements being made to myResearch Portal; and navigating to the START myResearch website to locate tips, training materials, and project updates.
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Research
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| Presenters: |
- Mike Anderson, Sponsored Project Specialist, Office of Research Services
- Beth Skendrovic, Assistant Director, Office of Research Services
- Peggy Diskin, Associate Director, Office of Research Services
- Andrew Tefft, Analyst, Administrative Information Technology Services
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Conference
Materials:
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PDF Presentation
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Workshop Session 3
Thursday, April 5, 2018
1:45 pm - 2:45 pm
Improving Financial Data and Reporting: Why Does it Matter What Type of Fund or Program Code I Use?
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| Description: |
Aren’t all fund codes and program codes basically the same? Can’t I just deposit my money anywhere? Can’t I just pay my expenses with any old C-FOP I have lying around? Unfortunately, the answer to all of these questions is a resounding NO! Come to this session to find out WHY there are differences between the types of fund codes and the types of program codes we use. We’ll give an overview of fund accounting within the University environment. Plus an overview of the NACUBO functions assigned to program codes and explain why understanding this is so important for reporting. |
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Budget and Finance
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| Presenters: |
- Nikki Melander, MSA, CPA, Asst. Director University Accounting & Financial Reporting
- John Laroe, CPA, Director University Accounting & Financial Reporting
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Conference
Materials:
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PDF Presentation
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Business Process Improvement (BPI) Project Panel Discussion – Hear How Your Colleagues Use BPI to Powerfully Improve HR, Finance and Operations Functions
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This panel discussion will offer perspectives on how the Business Process Improvement (BPI) Shared Service has helped free up staff time, improve customer service, reduce total cost and deliver services faster for various units across campus, spanning HR, Finance, University and Operations functions. Colleagues will share their project experiences, successes, challenges overcome and much more. Don’t miss this exciting discussion! |
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Innovation and Business Process Improvement
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| Presenter: |
- Rona Dealy, Process Improvement Coordinator, Business Process Improvement Shared Service
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Conference
Materials:
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PDF Presentation
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How to Get Started with Tableau & Sample Dashboards
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Tableau is an intuitive drag-and-drop data visualization tool that can provide new and innovative ways to explore and share your financial, HR, alumni, student, or research data. Learn how to quickly get started with Tableau and get ideas from sample dashboards used by the College of Pharmacy and AITS for department-level, college-level, and external audiences. We will also give you an overview of the University Tableau server that can be used to share your visualizations with the public or university groups.
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Data Access and Analysis
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| Presenters: |
- Dimuthu Tilakaratne, Assistant Vice President for Decision Support, Administrative Information Technology Services
- Marissa King, Associate Director, Budget and Finance, College of Pharmacy
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Conference
Materials:
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PDF Presentation
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Academic Professional Hiring Overview
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This session is intended for anyone responsible for conducting academic searches. The session will provide a thorough overview of the role of OAE in the hiring process. It will also highlight the required HireTouch forms and processes, explanations of the affirmative action procedures required to fill a position and the relevance of law and UIC policy to those procedures.
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Human Resources
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| Presenter: |
- Keana Galloway, Associate Director, Office for Access and Equity
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Conference
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PDF Presentation
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Leadership Essentials
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An outline of the workshop “Leadership Essentials” facilitated by UIC Human Resources will be shared. Participants will engage in an activity to clarify the difference between the role of a manager and the role of a leader and to identify behaviors that are expected as one moves towards a leadership role.
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Leadership Development
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| Presenter: |
- Laurie Schellenberger, Human Capital Development Coordinator
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Conference
Materials:
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PDF Presentation
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myProposals (Kuali Coeus) Warehouse Data for Web Intelligence Reporting and Analytics
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Are you looking for more reporting options than the myProposals standard reports provide? This presentation is an introduction to the new data sources available in the data warehouse and EDDIE for Proposals, Awards, and Sub-awards. Learning objectives include identifying the different sources of information and understanding the use and business rules applied to the data.
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Research
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| Presenters: |
- Jerry Myers, Functional Area Coordinator for Finance, Administrative Information Technology Services
- Erika Lopez, Grants and Contracts Associate, Office of Research Services
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Conference
Materials:
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PDF Presentation
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Workshop Session 4
Thursday, April 5, 2018
3:00 pm - 4:00 pm
UIC’s Budget Calendar & Budget Development Process
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The goal of this session is to provide an overview of the “cradle-to-grave” budget cycle, followed by in-depth discussion on using the Budget Development System and the Budget Queries module.
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Budget and Finance
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| Presenter: |
- Mary Ellen Korman, Associate Director, Budget & Financial Analysis
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Conference
Materials:
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Please note, much of the content included in this presentation is proprietary.
PDF Presentation
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Mapping Your Processes - Using Process Maps to Develop an Understanding of the Work You Perform
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If a picture says a thousand words, what value would you put on the picture? Come learn how to create a picture of your business process to communicate to your team how your business work flows. You will learn about the tools used to process map, how to create a map of your business process, and identifying opportunities for improvement in your business. |
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Innovation and Business Process Improvement
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| Presenter: |
- Kristi Moore, Senior Business Analyst, Administrative Information Technology Services
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Conference
Materials:
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PDF Presentation
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A “Deep Dive” into Using EDDIE / Web Intelligence for Financial Reporting
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Are you ready to take the next step from running EDDIE / Web Intelligence reports to creating your own? This session will be a live demonstration of how to create your own custom financial report, using real-world examples from the UIC Reporting Subcommittee. We will also give an overview of popular Finance universes in the data warehouse, and show you how to use reports in the Solution Library as a starting point to create your own custom reports.
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Data Access and Analysis
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| Presenters: |
- Brian Shim, Assistant to Head - Financial, Department of Physics
- Sabah Basrawi, Institute for Health Research and Policy
- Mint Simagrai, Director of Operations, Office of International Services
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Conference
Materials:
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PDF Presentation
PDF flyer
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Crucial Conversations in the Workplace
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The training teaches skills for communicating when the stakes are high, opinions vary and emotions run strong. This session introduces participants to Crucial Conversations and teaches one skill from the training that can be used in difficult situations. Crucial Conversations is a proprietary training created by VitalSmarts and the authors of the book Crucial Conversations: Tools for Talking When Stakes are High and is facilitated by a certified instructor.
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Human Resources
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| Presenter: |
- Laurie Schellenberger, Human Capital Development Coordinator
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Conference
Materials:
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PDF Presentation
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Shared Services Model
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Join us in this session to explore the ideas and best practices behind shared service centers and working models within higher education. We will navigate the vision behind their creation, support structure, and continued process improvement that makes the shared service center model beneficial to public and private institutions alike. By attending, you will take away ideas on shared service opportunities and the resources available to start your journey into learning more. |
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Leadership
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| Presenters: |
- Amber Munds, Director, Business Solutions and Support, Office of Business and Financial Services
- Brad DeMent, Partner, ScottMadden Management Consultants
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Conference
Materials:
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PDF Presentation
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Managing Service Centers and Setting Service Rates Intro
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Storeroom and service centers (3E fund types) are established primarily to provide goods or services to other internal University departments. Each service center is its own business operation and must calculate and charge rates for the services and/or products they provide. Many of these 3E service activities charge federal and other sponsored projects, and as a result, the University must comply with Federal costing principles and State regulations for service centers.
The workshop session will summarize the various Federal and State regulations, outline methods service center managers should use when identifying costs, determining usage/base, identifying an over/under recovery, setting rates, and charging users. |
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Research
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| Presenter: |
- Shelly Benson, Senior Director of Government Costing (OBFS)
- Anne Marshall, Assistant Director of Government Costing (OBFS)
- Maureen Johnson, Assistant Director of Government Costing (OBFS)
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Conference
Materials:
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PDF Presentation
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