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Financial Unit Liaison Meeting Agenda

November 20, 2009
Kipke Conference Center, Campus Safety Services Building

Video of entire meeting

Meet Kay Bressler – 10 minutes
Cheryl Soper, Controller and Director of Financial Operations, will introduce Kay Bressler and share some information about her responsibilities in Financial Operations.

  No Handout


Space Initiative: Shared Scheduling of Classrooms – 20 minutes
Frances Mueller, Office of the Provost, and Kortney Briske, Registrar’s Office, will provide an overview of the new model of shared scheduling of classrooms during the morning hours and the impact this has for Financial and Student Unit Liaisons and their schools, colleges, and departments, including the need to maintain an inventory of classroom characteristics in the M-Pathways Financial system.



Overview of Financial Management Reports Available in M-Reports and How Access is Granted – 60 minutes
Cassandra Carson and Cathy Crouch, ITS, will provide a comprehensive overview of the Financial management reports that are currently available M-Reports, some additions to them that are coming soon, and an in-depth overview of how to request the appropriate level of department security for M-Reports Internal Control Content.

  U-M Org Groups
Requesting Access for M-Reports Internal Control Employment (ICE) Reports - NEW
M-Reports Access Overview - NEW


Concur – 15 minutes
Eric Kruse, Financial Operations, will provide an update on the status of Concur.


Financial Updates – Thom Madden – 10 minutes
  No Handout

Announcements – 5 minutes


No Handout Video