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Training Center

Training Center Who To Ask

OBFS Training Contacts

Name & Title Responsibility Phone Email
Mary Malcolm Associate Director for Training & Communications 312-413-7799 malcolm@uillinois.edu

Send requests for assistance to the OBFS Training Center at obfstrainingteam@uillinois.edu.

Course Related Contacts

Accounting & Financial Reporting

Course Instructors
Name & Campus Courses Phone Email
Jason Bane - All Campuses
  • Introduction to Banner and Finance II

  • Introduction to Self-Supporting Funds

  • Journal Voucher Processing

  • General Encumbrances

  • Retrieving General Ledger Reports

  • Reporting for Managers

  • Understanding University Financial Statements and the Reconciliation Process

  • Managing Self-Supporting Funds

217-206-7848

jabane@uillinois.edu


Process and Procedure Questions: Refer to the Accounting & Financial Reporting Who To Ask page.

Grants & Sponsored Projects

Course Instructors
Name & Campus Courses Phone Email

Mee Mee Lee Choi - UIC

Tiara Kimp - UIC

Maureen Johnson - UIC

Julia Zamora - UIC

  • Grants & Contracts Professional/Administrative Personnel

312-996-5961

312-355-3392

312-996-4045

312-996-0872

meemlee@uillinois.edu

tiarak@uillinois.edu

maureen1@uillinois.edu

jgomez10@uillinois.edu

Ed Seighman - UIC

Joe Stefanich - UIC
  • Best Practices for Sponsorted Project Closeout

  • Cost Transfers on Sponsored Projects

312-996-0825

312-996-3378

seighman@uic.edu

stefan@uic.edu

LaShawnda Hall - UIC
  • Compliance Basics

312-413-8889 svhall@uillinois.edu

Katina Shepherd - UIC

LaShawnda Hall - UIC
  • Sub-recipient Monitoring

312-996-5963

312-413-8889

kshep@uic.edu

svhall@uillinois.edu

Rebecca Jones - UIS
  • Grants & Contracts Professional/Administrative Personnel

217-206-7849 rjone1@uillinois.edu
Karen Thomas - UIUC
  • Grants & Contracts - Post-Award Administration Training

217-265-4096 kthomas2@uillinois.edu
Anne Marshall - UIUC
  • Service Activities Rate Calculation and Policy

217-244-0494
marshal@uillinois.edu

Process and Procedure Questions: Refer to the Grants & Sponsored Projects Who To Ask page.

Merchant Card Services

Course Instructors
Name & Campus Courses Phone Email

Marc Henkel - All Campuses

  • Payment Card Data Security

  • Payment Card Transactions Reconciliation and Reporting

  • e-Commerce/Online Site Set Up for Processing Credit/Debit Card Payments

217-244-9384 merchantcardhelp@uillinois.edu

Process and Procedure Questions: Refer to the Merchant Card Services Who To Ask page.

Payroll & Earnings

Course Instructors
Name & Campus Courses Phone Email
UPB Training - All Campuses
  • Adjustment Processing for Units

  • Department Time Entry for Bi-Weekly Employees

  • Labor Redistributions

  • One Time Payments

  • Payments to Foreign Nationals

  • Payroll Overview

312-585-9057 obfsupbtraining@uillinois.edu

Process and Procedure Questions: Refer to the Payroll & Earnings Who To Ask page.

Property Accounting (Equipment Management & Surplus)

Course Instructors
Name & Campus Courses Phone Email
Jason Bane - All Campuses
  • Introduction to Property Accounting

  • FABweb Additions and Updates

  • FABweb Transfers and Disposals

  • Equipment Loans and Other Transfers

  • Physical Inventory of Equipment

217-206-7848

jabane@uillinois.edu


Process and Procedure Questions: Refer to the Accounting & Financial Reporting Who To Ask page.

Purchases & Receiving

Course Instructors
Name & Campus Courses Phone Email
Marge Stanko - UIC
  • Requisition Processing

  • Receiving

  • iBuy

     

312-996-4749 mstanko@uillinois.edu
Jill Menezes - UIS
  • Receiving

  • Requisition Processing

  • iBuy

217-206-6651 jmene1@uillinois.edu
Megan Wells - UIUC
  • Requisition Processing

  • Receiving

  • UPS Internet Control

  • iBuy

217-333-3561 mrwells@uillinois.edu
Hanna Richmond - UIUC
  • Basic Contracts

217-244-8602 hrichmnd@uillinois.edu

Process and Procedure Questions: Refer to the Purchases Who To Ask page.

UPAY Card Services

Course Instructors
Name & Campus Courses Phone Email

Cheryl Harris - All Campuses

Bradley Johnson - All Campuses

Doug McGee - All Campuses

Amanda Schlieper - All Campuses

  • Webinar: Department Card Manager (DCM) for Purchasing Card (P-Card) and Travel Card (T-Card)

217-244-9300 or 1-800-260-9113 cco@uillinois.edu

Process and Procedure Questions: Refer to the P-Card Who To Ask page.

Accounts Receivable

Course Instructors
Name & Campus Courses Phone Email
Tamara Chapman
  • Accounts Receivable Processing

     

217-333-4849 chapman2@uillinois.edu
Susan Cotter
  • Accounts Receivable Processing

217-244-6022 skcotter@uillinois.edu

Process and Procedure Questions: Refer to the P-Card Who To Ask page.

University Payables

Course Instructors
Name & Campus Courses Phone Email
Susie Baker - Online Resources
  • Introduction to Payables (AP 100)

  • Payables Queries (AP 101)

  • TEM Resouce Page

217-333-6401 susbaker@uillinois.edu
Tammy Ziegler - All Campuses
  • TEM/Payables Open Labs

217-244-0149 tammyz@uillinois.edu

Process and Procedure Questions: Refer to the Payments Who to Ask, Business Travel, and the TEM Resource page.

Last Updated: April 24, 2017

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