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Idea Summit 2008 -
Westford, MA
Harness the Power of Information: Knowledge Sparks Peak Performance
Where: Westford Regency Inn & Conference Center in Westford, MA
Click here to view the agenda for the South Hadley, MA Idea Summit event.
Click here to view the agenda for the Harrisburg, PA Idea Summit event.
When: September 25, 2008 - 8:30 to 3:30
Who Should Attend: Clients from MA, NH, RI, ME, and RevenueSense clients
To Register: Complete this form and return to UniFund. (An invitation and this registration form have been sent to all clients with a user account in the UniFund eService Center.)
Lodging: The Westford Regency has reserved a block of rooms for UniFund clients. The room rate is $120.00 per night. As you reserve (at 978.692.8200, or on the web) please mention that you are attending the Idea Summit.
For your GPS, the Regency is located at 219 Littleton Road (Route 110) in
Westford, MA (01886).
Event Schedule
Sessions are designed to meet the needs of four different user groups:
- For business managers, there are sessions that present high-level topics on planning, fiscal reporting and other related issues.
- For IT staff, there are round table meetings and sessions to discuss the technology that supports UniFund applications.
- For transaction processors, there are several sessions that will increase your productivity and help you complete daily tasks in BudgetSense. Attend sessions that address general ledger and accounts payable issues, or that focus on payroll and human resources.
- For RevenueSense users, there are sessions that will increase your productivity and help you complete daily tasks.
Have a specific question that isn't covered in one of our sessions?
Visit our BudgetSense and IT Ask the Expert tables in the lobby between 10am – 12:15pm and 1:15pm – 3:30pm.
Management Track Schedule
Time |
Session |
Courses |
| 8:30 - 9:00 |
Registration and Continental Breakfast |
| 9:00 - 9:45 |
General Session, with Jim Toohey and Roger Melanson
Regency Ballroom |
| 10:00 - 11:00 |
Morning Session One |
Forecasting Wage and Benefit Costs
with Sean Marlow
Regency Ballroom
Topics Covered in this Session:
- Creative Use of Salary Schedules
- Setting Wage Projections
- Establishing Benefit Projections
- Bringing the Data Into Budget Columns
- Reporting on the Results
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| 11:00 - 11:15 |
Morning Break |
| 11:15 - 12:15 |
Morning Session Two |
Target of Peak Performance: Taking TOPP to the Next Level with BudgetSense
with Terry Quinn
Regency Ballroom
Topics Covered in this Session:
- Looking Back
- BudgetSense Advances
- What’s Next: Raising the Bar
- What’s the Payoff?
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| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
The WebSense Web Portal System: When Browser-Based Deployment Makes Sense
with Terry Quinn
Regency Ballroom
Topics Covered in this Session:
- What are the Challenges
- Benefits / Return on Investment
- WebSense Demonstration
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| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
Keeping the Pulse of Budgets Using Executive Information Solutions
with Jim Toohey and Sean Lalley
Regency Ballroom
Topics Covered in this Session:
- What Challenges Do You Face?
- What is EIS?
- What BudgetSense EIS Ideas Exist?
- What Are The Benefits?
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GL/AP Processing Track Schedule
Time |
Session |
Courses |
| 8:30 - 9:00 |
Registration and Continental Breakfast |
| 9:00 - 9:45 |
General Session, with Jim Toohey and Roger Melanson
Regency Ballroom |
| 10:00 - 11:00 |
Morning Session One |
Achieving GASB Compliance with Fixed Assets and Compensated Leave Balance Liability Reporting
with Mike Limanni and Tom LaFleur
Westford N1 & N2
Topics Covered in this Session:
- Compensated Absence Reporting
- Fixed Asset Depreciation Reporting
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| 11:00 - 11:15 |
Morning Break |
| 11:15 - 12:15 |
Morning Session Two |
Advanced Financial Reporting – GL Report Writer & Financial Statements
with Sarah Carignan and Siobhan Potts
Westford N1 & N2
Topics Covered in this Session:
- Creating Reports, Filtering Data, and Consolidating Reports in General Ledger Report Writer
- Designing Customized Balance Sheets
- Designing Customized Operating Statements
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| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
Budget Development Best Practices
with Mike Limanni and Tom LaFleur
Westford N1 & N2
Topics Covered in this Session:
- Setting up your Budget Columns
- Using Budgeting Utilities
- Setting up your Budget Definitions
- Setting up your Budget Reports
- Running Budget Reports
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| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
Treasury & Cash Management – Best Practices with BS Banking Functions
with Wendy Wollison and Fran Brockway
Westford N1 & N2
Topics Covered in this Session:
- Managing Cash (Checks, Deposits, and Transfers)
- Processing Bank Statements
- Reconciling Bank Cash Balance to the General Ledger
- Generating Cash Management Reports
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PR/HR Processing Track Schedule
Time |
Session |
Courses |
| 8:30 - 9:00 |
Registration and Continental Breakfast |
| 9:00 - 9:45 |
General Session, with Jim Toohey and Roger Melanson
Regency Ballroom |
| 10:00 - 11:00 |
Morning Session One |
What’s New in BudgetSense Payroll & HR?
with Jodi Thompson and Siobhan Potts
Concord Amphitheater
Topics Covered in this Session:
- Change Log
- Employee Maintenance
- Employee Positions and Pay
- Employee Leave Plans
- Payroll Default Settings
- Compensation Statements
- Human Resources Default Settings
|
| 11:00 - 11:15 |
Morning Break |
| 11:15 - 12:15 |
Morning Session Two |
Accessing Employee History Data Inquiry and Reporting
with Wendy Wollison and Fran Brockway
Concord Amphitheater
Topics Covered in this Session:
- History Connection Groups
- Employee History Reports
- Employee Positions and Pay Grid
- Employee Pay History Reports
- Employee Deduction History Reports
- Employee Notes History
|
| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
Increasing PR/HR Productivity – Decentralized Processing for Time/Attendance & Applicant Tracking
with Sarah Carignan and Siobhan Potts
Concord Amphitheater
Topics Covered in this Session:
- Remote Time Entry
- Fast Leave Entry
- Applicant Tracking
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| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
Increasing PR/HR Productivity with WebSense
with Jodi Thompson and John Althouse
Concord Amphitheater
Topics Covered in this Session:
- Information Center
- Compensation
- Attendance
- Substitute Tracking
- Benefits Enrollment
- Beneficiaries
- Tax Withholding Forms
- User Profiles
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RevenueSense Track Schedule
Time |
Session |
Courses |
| 8:30 - 9:00 |
Registration and Continental Breakfast |
| 9:00 - 9:45 |
General Session, with Jim Toohey and Roger Melanson
Regency Ballroom |
| 10:00 - 11:00 |
Morning Session One |
A/R Management – Inquiries, Adjustments, Refunds, Reversals & New Reporting
with Liz Lordan and Karyn Slater
Whittier Room
Topics Covered in this Session:
- Accounts Receivable Inquiries
- Making Adjustments
- Inputting Refunds
- Reversing Payments
- Generating New Reports
|
| 11:00 - 11:15 |
Morning Break |
| 11:15 - 12:15 |
Morning Session Two |
Tips & Tricks for Cash Collections
with Joan Davis and Karyn Slater
Whittier Room
Topics Covered in this Session:
- Using Dates in RevenueSense
- Understanding Class Codes
- Tips and Tricks for Easy Collection
- Handling Taxpayer Questions
|
| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
Establishing Turnover and Controls Between the Treasurer & Finance – the RS to BS Data-Bridge
with Joan Davis and Karyn Slater
Whittier Room
Topics Covered in this Session:
- Class Code Impact
- Departmental Reporting
- Posting Transaction Data to BudgetSense
- BudgetSense DataLink
- Controls
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| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
Automating Workflow w/ Land Management Functions
with Liz Lordan and Karyn Slater
Whittier Room
Topics Covered in this Session:
- Overview of Land Management
- Land Management Functions
- Definition of Workflow
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IT Track Schedule
Time |
Session |
Courses |
| 8:30 - 9:00 |
Registration and Continental Breakfast |
| 9:00 - 9:45 |
General Session, with Jim Toohey and Roger Melanson
Regency Ballroom |
| 10:00 - 11:00 |
Morning Session One |
WebSense – Platform Review & Cost Analysis
with Scott Hansford or Mike Gridley
Thoreau Room
Topics Covered in this Session:
- WebSense defined
- Platform requirements
- Base UniFund installation services
- Security: SSL and firewall considerations
- Cost analysis: VPN (Terminal Services) vs. WebSense
This session is repeated in Afternoon Session One. |
| 11:00 - 11:15 |
Morning Break |
| 11:15 - 12:15 |
Morning Session Two |
Configuring BudgetSense for Email Workflow Functionality
with Scott Hansford or Mike Gridley
Thoreau Room
Topics Covered in this Session:
- Email Features and Functionality
- Security: SMTP port 25, relay concerns, antivirus exclusions
- Testing email from within BudgetSense
- Troubleshooting email
This session is repeated in Afternoon Session Two. |
| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
WebSense – Platform Review & Cost Analysis
with Scott Hansford or Mike Gridley
Thoreau Room
|
| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
Configuring BudgetSense for Email Workflow Functionality
with Scott Hansford or Mike Gridley
Thoreau Room |
All session schedules and topics subject to change without notice.
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