Session Descriptions

Session One: 9:20 am - 10:35 am

UIC Leaders, System Leaders, and the Board are Looking at Your Financials: What Do They See? (Room D)
   
Description: This session will provide an overview of several key financial reports that are routinely prepared for various stakeholders – both internal and external audiences (such as UIC’s annual operating budget, IBHE cost study). The goal of the session is to increase knowledge around what financial information is communicated and how college and administrative unit financial staff can positively impact the accuracy and reliability of the information.
   
Track:
Budget and Finance
   
Presenters:
  • Janet Parker, Associate Chancellor for Budget and Financial Administration
  • Michael Moss, Assistant Chancellor and Director, Office of Budget and Financial Analysis
  • Mark McClellan, Associate Director, Office of Budget and Financial Analysis
   
Conference
Materials:

Coming soon...

   
   
UIC Institutional Research Office: Overview of Data and Analytical Services Available (Room E)
   
Description: An overview of data and analytical services offered by the Office of Institutional Research (OIR). Topics covered with include the OIR website and the interactive dashboards and static reports made available via the website. We will also cover the various data sets and data sources available via ad-hoc requests to OIR, including student cohort data. Case studies and examples will be included.
   
Track:

Data and Access
   
Presenters:
  • Bill Hayward, Associate Vice Provost and Director, Office of Institutional Research
  • Stephanie Estrada, Senior Associate Director, Office of Institutional Research
  • Anna Pasillas-Santoyo, Associate Director, Office of Institutional Research
 
Conference
Materials:
 Coming soon...
 
   
Hiring at UIC - Part 1 (Room F)
   
Description: The session will focus on the Civil Service hiring processes for Permanent, Extra Help and Temporary Services with an emphasis on the multiple strategies UIC HR has in place to meet the hiring needs of departments and ensure that interested and qualified applicants have access to job opportunities at UIC.
   
Track:

Human Resources
 
Presenters:
  • Shannon McGinnis, Deputy Director, Human Resources at UIC
  • Heather Ross, Deputy Director, Human Resources at UIC
   
Conference
Materials:
 Coming soon...
   
   
All About Contracts at UIC (Room G)
   
Description: This session will provide an overview of different types of contracts executed at UIC, including which office should be contacted to process what types of contracts; the contracting process (forms, reviews, approvals); and how you can avoid delays in that process.
   
Track:

Procurement
 
Presenters:
  • Debra Matlock, Director of Purchasing, UIC Purchasing
   
Conference
Materials:
 Coming soon...
   
   
Driving Engagement, Teamwork and Collaboration Within Your Unit (Room H)
   
Description: Team collaboration is the cornerstone of any successful organization. Collaborative workplaces see increased levels of trust, a more engaged workforce, and improved performance. Our discussion will focus on the key behaviors and strategies managers need to demonstrate to positively impact employee engagement.
   
Track:

Professional Development
   
Presenters:
  • Laurie Schellenberger, Human Capital Development Coordinator
   
Conference
Materials:
 Coming soon...
   
   
Post-Award Management (Room I)
   
Description: This session will explore various hot topics in the post-award administration of sponsored projects that frequently surface during audits or other compliance reviews. We will delve into topics such as cost transfers, overdrafts, subaward invoicing/monitoring, closeouts, etc. to help to identify and avoid common pitfalls and share best practices to successfully manage your unit’s sponsored awards.
   
Track:

Research
 
Presenter:
  • Karen McCormack, Executive Director, Office of Sponsored Programs
  • Mee Mee Lee-Choi, Director, Post Award Services, Office of Sponsored Projects
   
Conference
Materials:
 Coming soon...
   
   

Session Two: 10:45 am - 12:00 pm

University Budget Models: RCM, Tuition Revenue Distribution, Hybrid Model (Room D)
   
Description: This session will provide an overview of university budgeting and how it is implemented at UIC. We will review several university budget models, the pros and cons of each, and how a Hybrid RCM (Responsibility Center Management) model is used at UIC. Details of how the Tuition Revenue and ICR Revenue is budgeted will be discussed.
   
Track:

Budget and Finance
 
Presenter:
  • Janet Parker, Associate Chancellor for Budget and Financial Administration
  • Michael Moss, Assistant Chancellor and Director, Office of Budget and Financial Analysis
  • Colleen Kehoe, Associate Director, Office of Budget and Financial Analysis
   
Conference
Materials:
 Coming soon...
   
   
Just the Tricks - Timesaving Tricks for EDDIE, MobiusView, Banner and My-UI-Financials (Room E)
   
Description: Many of you use these tools every day. Are you taking full advantage of their capabilities and their shortcuts? This session covers some of the tricks to make our financial tools easier and more efficient to use. By attending this session, you will be able to:

• Schedule EDDIE reports to gain valuable time lost running monthly standard reports
• Alter existing reports using Web Intelligence to meet your needs
• Customize Banner, Mobius View and, EDDIE to quickly access your favorite pages and reports
• View aggregated financial information and a 5-year data comparison
   
Track:

Data and Access
   
Presenters:
  • Jerry Myers, Functional Area Coordinator, AITS
  • Jason Bane, Senior Business and Finance Coordinator, UAFR
   
Conference
Materials:
 Coming soon...
   
 
Hiring at UIC - Part 2 (Room F)
   
Description: The session will provide a thorough overview of the role of OAE in the hiring process and is intended for anyone responsible for conducting academic searches. The session will highlight the required HireTouch forms and processes, explanations of the affirmative action procedures required to fill a position and law and policies that govern those procedures.
   
Track:

Human Resources
   
Presenters:
  • Keana Galloway, Associate Director, Office for Access and Equity
   
Conference
Materials:
 Coming soon...
   
 
TEM tips and future roadmap: Suggestions and examples for improving efficiency and reducing frustration; current related activities (Source2Pay & TRIP) (Room G)
   
Description: See how to avoid inefficiency and frustration with the current reimbursement process….including examples of the most common situations. Current related project activities and timelines (Source2Pay and TRIP) will also be presented.
   
Track:

Procurement
   
Presenter:
  • Jim Martinie, Senior Director, University Payables
  • Susie Baker, Senior Associate Director, University Payables
  • Darren Strater, Associate Director, Support Services, University Payables
   
Conference
Materials:
 Coming soon...
   
 
The Brain at Work: Applying Neuroscience to Leadership Competencies in Order to Effectively Communicate, Collaborate and Lead (Room H)
   
Description: We are all leaders, some formal and some informal and have the capability to impact others and outcomes in the workplace. To best impact others, we need to understand and incorporate the neuroscience of effective communication and collaboration. This is best accomplished when we create conditions where others are open to our ideas and we create shared understandings. Current research reveals that effective leaders have developed eleven competencies found inside four categories: self -development, interpersonal development, organization and group development, and transitional development. This session will cover the neuroscience that supports those four developmental areas in order to more effectively communicate, collaborate and lead.
   
Track:

Professional Development
   
Presenters:
  • Dave Byers, Interim Senior Associate Director, Office of Business Services, Business Solutions and Support, Office of the CFO
   
Conference
Materials:
 Coming soon...
   
 
Compliance Oversight in Research: Export Controls, Sexual Harassment, Foreign Influence & COI (Room I)
   
Description: The topic of foreign influence in federally sponsored research has been given significant attention by multiple government agencies. The term foreign influence relates to economic and political espionage, and the protection of the intellectual property and scholarship of U.S. researchers from exploitation by “foreign governments and external entities.” While the University of Illinois at Chicago (UIC) strongly supports affiliations with foreign institutions, collaborative research and scholarly exchanges, UIC must comply with U.S. laws and regulations that govern how international engagements are managed.

In addition, UIC is committed to creating and maintaining an educational, research, working, and living environment free from all forms of unlawful harassment and sexual misconduct. Two federal granting agencies have strengthened guidelines for reporting sexual misconduct and harassment by investigators and key personnel named in a notice of award.
   
Track:

Research
   
Presenters:
  • Patricia Pfister, Export Controls Compliance Officer, Office of the Vice Chancellor for Research
  • Jacquelyn Jancius, Director, Conflict of Interest, Office of the Vice Chancellor for Research
   
Conference
Materials:
 Coming soon...
 

Session Three: 1:10 pm - 2:25 pm

Internal Controls & Prevention/Detection of Fraud (Room D)
   
Description: A panel discussion highlighting the different processes, procedures and best practices for setting up internal controls. Will include information on University audits, managing charts of accounts, equipment management, reporting, SecApp, cash/check handling and reconciliations. Will also include best practices from a unit business management perspective. Case studies and examples will be included. 
   
Track:

Budget and Finance
   
Presenters:
  • Neal Crowley, Director, Office of University Audits
  • Jeff Kulik, Director of Business and Finance, Office of the Vice Chancellor for Administrative Services
  • Deborah Rahn, Director, Customer Service and Cashier Operations, University Student Financial Services and Casher Operations
  • Jeff Weaver, Senior Director, Property Accounting, University Accounting and Financial Reporting
   
Conference
Materials:
 Coming soon...
   
 
PO Payments to Vendors: Tips for Submission and Tracking (Room E)
   
Description: This session will provide direction on PO invoice submission and on tracking invoice payments in Banner and BDM. We will also discuss how to resolve held invoices, and how to research unpaid or rejected invoices.      
   
Track:

Data and Access

   
Presenter:
  • Angela Bensyl, Senior Coordinator, Payment Operations, University Payables
  • Leah Hamilton, Specialist, Payment Operations, University Payables
   
Conference
Materials:
 Coming soon...
   
 
Employee Relations (Room F)
   
Description:

The session will highlight best management practices and employee relations services provided by UIC HR and will provide leaders with general direction for managing workplace concerns and employee relations cases in a fair and consistent manner. The presentation will provide an overview of “A Supervisor’s Guide to Employee Relations” which is a leadership handbook that explains the University’s system of corrective and progressive discipline, documentation that is needed to support a case, and how to determine when discipline is necessary.
   
Track:

Human Resources
   
Presenters:
  • Monica Holt, Human Resource Associate, Human Resources at UIC
  • Milan Valuch, Human Resource Associate, Human Resources at UIC
   
Conference
Materials:
 Coming soon...
 
Procurement at UIC: Requirements under The Illinois Procurement Code and Rules (Room G)
   
Description: This session will provide an overview of the various methods for procuring goods and services. The focus of the session will be on Competitive Procurements (Invitation for Bids, Request for Proposals), Small Purchases, Sole Sources, Emergencies, and Exemptions. Learning objectives include identifying the reasons for each method and rules that are applicable.
   
Track:

Procurement
   
Presenter:
  • Arlene Shorter, Senior Assistant Director, UIC Purchasing
   
Conference
Materials:
 Coming soon...
   
 
Leadership Roundtable Discussion: UI Business Leaders Provide Insight on Career Advancement Success (Room H)
   
Description: Successful UIC business leaders will provide insight 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 March 31st panel discussion.
   
Track:

Professional Development
   
Presenter:
  • Caryn Bills-Windt, Associate Chancellor, Office for Access and Equity
  • Michael Moss, Assistant Chancellor and Director, Office of Budget and Financial Analysis
  • Kimberly Miller, Director of Finance and Administration, Office of the Dean, School of Public Health
   
Conference
Materials:
 Coming soon...
   
 
Issues in Contracts for Sponsored Program Research (Room I)
   
Description: This session will offer participants an opportunity to take a look at some fundamental contracting concepts and then delve into more complex issues associated with terms and conditions. Topics to be covered include processing Confidential Disclosure Agreements, Non-Disclosure Agreements, Subcontracts and Clinical Trials. The discussion will include examples of what to watch out for as well as potential negative impacts to the institution. The session will also propose strategies for mitigating risk associated with these contract terms: Publication, Indemnification, Intellectual Property/Patents and Ownership of Data.
   
Track:

Research
   
Presenters:
  • Peggy Diskin, Director, Pre-Award Services, Office of Sponsored Programs
  • Kevin Wleklinski, Sponsored Project Specialist, Office of Research Services
   
Conference
Materials:
 Coming soon...
   
 

Session Four: 2:35 pm - 3:50 pm

Overview of Risk Management and Insurance (Room D)
   
Description: An overview of services provided by the Office of Risk Management, and a review of the University’s insurance programs and related areas that may impact your units’ programs
   
Track:

Budget and Finance
   
Presenter:
  • Tina Harlan, Director, Risk Management, Office of the Treasury
   
Conference
Materials:

Coming soon...
   
 
"Deep Dive" on Using Business Objects (Room E)
   
Description: 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.               
   
Track:

Data and Access
   
Presenter:
  • Sabeh Basrawi, Administrative Assistant, Cancer Center
  • Jerry Myers, Functional Area Coordinator, AITS
  • Brian Shim, Assistant to the Head, Financial, Department of Physics
   
Conference
Materials:
 Coming soon...
   
 
UIC Employment Cycle (Room F)
   
Description: This session will examine the full employment cycle, highlighting best practices for on-boarding employees, managing employees and off-boarding. A focus of the session will include policies, procedures and transactions as they relate to the employment cycle.
   
Track:

Human Resources
   
Presenters:
  • Michael Ginsburg, Associate Vice Chancellor for Human Resources
   
Conference
Materials:
 Coming soon...
   
 
We all buy with iBuy! – Become an eProcurement Expert (Room G)
   
Description: This session will provide an overview of the iBuy eProcurement solution and teach you how to leverage iBuy to successfully address your department’s purchasing needs. Topics will include: 1) catalog v. non-catalog orders; 2) differences between the various iBuy forms; 3) workflow status to identify exactly where your work is; and 4) search/reporting capabilities. Along the way, we’ll share potential pitfalls, how to avoid them, and tips & tricks for becoming an iBuy power user. Also tune-in for a sneak peek at what’s planned for the future of iBuy through the Source2Pay “iBuy Optimization” effort.
   
Track:

Procurement
   
Presenter:
  • Aaron Rosenthal, Senior Assistant Director, UIC Purchasing
   
Conference
Materials:
 Coming soon...
   
 
Emotional Intelligence: Self-Awareness and Self-Management (Room H)
   
Description: We likely know people who seem to have a lot of awareness about their own emotional state who also seem to know how to manage their emotions (and themselves) when it really counts. They also seem adept at building and maintaining relationships through effective use of empathy and key social skills. Those people would be described as having high Emotional Intelligence (EI), and it can be easy to view them as having some kind of special gift or natural ability that makes them effective. The good news is that we can all raise our emotional self-awareness and develop skills to improve our relationships with others. Attend this session to learn a few tips and hints on how to do so!
   
Track:

Professional Development
   
Presenters:
  • Teresa Oliszewicz, Director, Organizational Development, System Human Resource Services
  • Jackie Billhymer, HR Coordinator, System Human Resource Services
   
Conference
Materials:
 Coming soon...
   
 
Payments to Students (Room I)
   
Description: This session will highlight recent changes to OBFS guidance regarding Payments to Students, with emphasis on newly published Policies and Procedures, a new Payment Selector Tool, Research and Travel payments, and payments to foreign national students. Time will also be reserved for audience discussion, questions and answers.
   
Track:

Research
   
Presenter:
  • William Patterson, Senior Director, University Student Financial Services and Cashier Operations
   
Conference
Materials:
 Coming soon...