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Idea Summit 2008 - South Hadley , MA
Harness the Power of Information: Knowledge Sparks Peak Performance
Where: Willits - Hallowell Center, Mount Holyoke College in South Hadley, MA
When: October 2, 2008 - 8:30 to 3:30
Who Should Attend: Clients in southern New England, Vermont, and New York
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 Willits - Hallowell Center offers overnight accommodations, at a rate of $105.00 (plus taxes) per night. As you reserve (413.538.2217), please mention that you are attending the Idea Summit. If the Center no longer has rooms available, check out this website for several options.
Click here to view the agenda for the Harrisburg, PA Idea Summit event.
Event Schedule
Sessions are designed to meet the needs of three 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 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.
Have a specific question that isn't covered in one of our sessions?
Visit our BudgetSense Ask the Expert table in the lobby between 10am – 12:15pm and 1:15pm – 3:30pm.
Visit our IT Ask the Expert table in the lobby from 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
Morrison Room |
| 10:00 - 11:00 |
Morning Session One |
Forecasting Wage and Benefit Costs
with Sean Marlow
Andreola Room
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
Andreola Room
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
Andreola Room
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
Andreola Room
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
Morrison Room |
| 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
Morrison Room
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
Morrison Room
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
(choose one) |
Budget Development Best Practices
with Mike Limanni and Tom LaFleur
Morrison Room
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
or
Utilizing the ST-3 Reporting Utility for NY School Districts
with Sean Marlow and Yvonne Ruda-Welch
Board Room
Topics Covered in this Session:
- Checking Budget Column and GL Setup
- Reviewing ST-3 Report Group Headings
- Linking ST-3 Codes to Report Group Headings
- Setting Up the ST-3 Account Code Crosswalk
- Running ST-3 Annual Reports
- Creating the ST-3 File for Transfer to the SAMS Website
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| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two
(choose one) |
Treasury & Cash Management – Best Practices with BS Banking Functions
with Wendy Wollison and Fran Brockway
Morrison Room
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
or
CT Schools User Group Roundtable
with Terry Quinn and Sean Marlow
Board Room |
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
Morrison Room |
| 10:00 - 11:00 |
Morning Session One |
What’s New in BudgetSense Payroll & HR?
with Jodi Thompson and Siobhan Potts
Weise Merriweather Room
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
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| 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
Weise Merriweather Room
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
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| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One
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Increasing PR/HR Productivity – Decentralized Processing for Time/Attendance & Applicant Tracking
with Sarah Carignan and Siobhan Potts
Weise Merriweather Room
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
Weise Merriweather Room
Topics Covered in this Session:
- Information Center
- Compensation
- Attendance
- Substitute Tracking
- Benefits Enrollment
- Beneficiaries
- Tax Withholding Forms
- User Profiles
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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
Morrison Room |
| 10:00 - 11:00 |
Morning Session One |
WebSense – Platform Review & Cost Analysis
with Scott Hansford or Mike Gridley
Board 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
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| 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
Board 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
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| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
NEW!!! Visit our IT Ask the Expert table in the lobby! |
| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
NEW!!! Visit our IT Ask the Expert table in the lobby! |
All session schedules and topics subject to change without notice.
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