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Orientation for New Business and Finance Employees

Session Topics

The files below are from the most recent presentation of each topic. Files are updated each month with the current year's presentation. 

January | February | March | April | May | August | September | October | November | December

January - Gift Funds 

Summary: Topics covered include - UAFR vs. UIF role, definition of gift funds, processing gift receipts, proper use of gift funds, gift fund transfers, returning funds to the Foundation, fundraising proceeds and expenses, resources.
Most recent presentation: January 10, 2018
Presenter(s): Nikki Melander, University Accounting & Financial Reporting and Susan Brown, University of Illinois Foundation
Presentation/Handouts: Gift Fund Overview

February - Service Activities & Self-Supporting Funds

Summary: An overview of service activities (including key compliance issues, policy and training, and best practices) and self-supporting funds (fund definition, sales tax, and Unrelated Business Income Tax).
Most recent presentation: February 8, 2017
Presenter(s): Debra Greer, Anne Marshall, and Amy Morgan, Office of Government Costing
Roger Fredenhagen, University Accounting & Financial Reporting
Presentation/Handouts: Self Supporting Funds Service Activities Overview

March - Payables

Summary: Overview of the Office of University Payables and their procedures including vendor maintenance, types of payments, e-invoicing, electronic settlement, TEM overview, honoraria, managing P-Cards and T-Cards, and tips for efficient payments.
Most recent presentation: March 14, 2018
Presenter(s): Jim Martinie, University Payables
Presentation/Handouts: University Payables Department & Procedures Overview

April - Internal Controls

Summary: Overview of internal controls process, tips for success, and common areas of fraud.
Most recent presentation: April 11, 2018
Presenter(s): Darla Hill, University Audits
Presentation/Handouts: Internal Control Concepts

May - Accounting

Summary: Overview of University Accounting & Financial Reporting, including how UAFR works with other units, fund accounting, discussion of financial statements, need to know applications, top ten accounting mistakes, and a tour of the UAFR website.
Most recent presentation: May 9, 2018
Presenter(s): Jason Bane, University Accounting & Financial Reporting
Presentation/Handouts: University Accounting & Financial Reporting

August - University Contracts

Summary: Contract basics, forms and templates, routing, signatures, the Illinois Contract System (iCS), and helpful links.
Most recent presentation: August 8, 2018
Presenter(s): Stacey Ballmes, Contract Services Office
Presentation/Handouts: University Contracts

September - Payroll & Payments to Foreign Nationals

Summary: New hires/New benefits-eligible employees, time entry, adjustments, over-payments, employee group changes, payments to foreign nationals, and terminal benefit payouts.
Most recent presentation: September 12, 2018
Presenter(s): Mark McGiles, Alma Turner, and Kami Van Bellehem, University Payroll & Benefits
Presentation/Handouts: University Payroll & Benefits

Last Updated: September 10, 2018

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