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Idea Summit 2008 - Harrisburg, PA
Harness the Power of Information: Knowledge Sparks Peak Performance
Where: Wildwood Conference Center, Harrisburg Community College in Harrisburg, PA
When: October 23, 2008 - 8:30 to 3:30
Who Should Attend: Clients from Pennsylvania and New Jersey
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.)
Event Schedule
Sessions are designed to meet your needs:
- For business managers, there are sessions that present high-level topics on planning, fiscal reporting and other related issues.
- 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.
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
Room TBD |
| 10:00 - 11:00 |
Morning Session One |
Forecasting Wage and Benefit Costs
with Sean Marlow
Room TBD
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 |
Achieving GASB Compliance with Fixed Assets and Compensated Leave Balance Liability Reporting
with Sean Marlow
Room TBD
Topics Covered in this Session:
- Compensated Absence Reporting
- Fixed Asset Depreciation Reporting
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| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
Keeping the Pulse of Budgets Using Executive Information Solutions
with Jim Toohey
Room TBD
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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| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
Budget Development Best Practices
with Sean Marlow
Room TBD
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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BudgetSense v3 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
Room TBD |
| 10:00 - 11:00 |
Morning Session One |
Advanced Financial Reporting – GL Report Writer & Financial Statements
with Carol Montgomery
Room TBD
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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| 11:00 - 11:15 |
Morning Break |
| 11:15 - 12:15 |
Morning Session Two |
What's New in BudgetSense Payroll and Human Resources?
with Carol Montgomery
Room TBD
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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| 12:15 - 1:15 |
Lunch |
| 1:15 - 2:15 |
Afternoon Session One |
Treasury & Cash Management – Best Practices with BS Banking Functions
with Carol Montgomery
Room TBD
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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| 2:15 - 2:30 |
Afternoon Break |
| 2:30 - 3:30 |
Afternoon Session Two |
Processing the New PA School Uploads
with Carol Montgomery and Bob Ahern
Room TBD |
All session schedules and topics subject to change without notice.
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