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May 18, 2011 - Financial Unit Liaison Meeting

8:30-10:30 A,M.
2029 and 2043 Kipke Conference Center, Campus Safety Services Building

Meeting Agenda
Welcome & Introductions
Presented by: Margaret Loveless, ITS


New HSIP BusinessObjects Universe - 15 min
Presented by: Kathy Crawford, Treasurer's Office

Kathy Crawford, Treasurer’s Office, will discuss business statistics and showcase the reports available in the HSIP universe

Download Presentation: PowerPoint | PDF

DART Presentations:

DART Update - 15 min
Presented by: Deb Mero, ITS and Robin Sober, OUD

Deb Mero, ITS, and Robin Sober, OUD, will share where we are on the timeline for transitioning to DART, as well as preparation activities for the go-live in Spring 2012.


DART Donor Intent - 30 min
Presented by: Jarrod Van Kirk, Financial Operations

Jarrod Van Kirk, Financial Operations, will provide information about capabilities for better tracking Donor Intent in DART.


Download DART Presentations: PowerPoint | PDF

Endowment Projection Tool - 15 min
Presented by: Jarrod Van Kirk, Financial Operations

Jarrod Van Kirk, Financial Operations, will introduce the new tool created in FinOps to help units project both Future Market Value and Distributions on their Endowments.

Financials/Physical Resources v.9.1 Upgrade - 15 min
Presented by:
Pam Fons, ITS

Pam Fons, ITS, will present an update on the upgrade scheduled for summer 2011.

Download Presentation: PowerPoint | PDF