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MAIS Home Groups & Communities UL Program & Services UL Meeting Agendas

Financial Unit Liaison Meeting

December 17, 2008- 8:30-10:30 A.M.
Kipke Conference Center, Campus Safety Services Building

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Welcome - Jan Eckert (5 min)

  • New Unit Liaisons:
         Kelly Alber-Drake, Office of Undergraduate Admissions
         Deann Alex, University Housing
  • Thanks to Larry Durst for his years of service as a UL and Congratulations to Larry upon his retirement at the end of the year

U-Manage Program – Kim Kiernan, Facilities and Operations  (20 minutes)
This presentation provides an overview of the new Facilities and Operations U-Manage Program established as a joint effort with Procurement Services, University Human Resources, and the academic units to serve the needs of customers across campus. U-Manage focuses on facilities-related services and is designed to give users additional vendor choices and management tools while remaining in compliance with University policies and building/safety regulations.


Change in Business Process for Requests for Supplier Adds/Updates – Ron Youngblood, Accounts Payable (10 minutes)
As of January 1, 2009, Vendor Maintenance will be longer accept requests via e-mail or e-mail attachment that contains a social security number. Ron will provide information about this business process change as well as things you need to know about it.


MAIS Help Desk Interactive Shadow Tool – Lisa Callihan, MAIS  (10 minutes)
Features of the MAIS Help Desk new and improved shadow tool that supports both Macintosh and PC users will be reviewed.


Update from the Financial CPU –Thom Madden, MAIS  (10 minutes)
     No Handout


Expense Management and Reimbursement –Eric Kruse, Financial Operations, and Thom Madden, MAIS  (30 minutes)
An overview of the upcoming CONCUR  travel and expense management and reimbursement system, including a tentative timeline for implementation, will be presented.


P-Card Program Transition to American Express – Michael Counts and Carolynn Blankenship, Procurement Services  ( 30 minutes)
Michael and Carolynn return to provide an update on the transition of the P-Card Program to American Express followed by an open forum for follow-up regarding questions, issues, and concerns.


Announcements -Jan Eckert (5 min)

  • Financial UL Meetings are  held on the 3rd Wednesday of the month
    - Wednesday, January 21, 2009
    - Wednesday, February 18, 2009
    - Wednesday, March 18, 2009
  • Notify Jan Eckert ( regarding any Unit Liaison changes for your unit