University Place Conference Center
Indiana University Purdue University Indianapolis (IUPUI)
Indianapolis, Indiana

Continental Breakfast

Welcome
Kathleen McNeely
Assistant Vice President of Finance and Executive Director of Financial Management Services
Each table can submit a question for VP Palmer to address during her presentation

Changing Time at Indiana University
Judith G. Palmer
Vice President and Chief Financial Officer
Vice President Palmer will discuss the recent changes at IU and how this might impact the budget for the next fiscal year.

Break

Accountability
Vic Borden
Associate Vice President for University Planning, Institutional Research,
and Accountability at Indiana University
What’s all the national fuss about accountability, what is IU doing about it, and how might it affect your work and your sanity?

Lunch

Breakout Sessions

Financial Certification Q&A
Kathleen McNeely
An opportunity for you to discuss the certification process and gain a better understanding of the goal.

The Future of Higher Education
John Grew
Managing Director of Financial Analysis and Operations with the Office of the Vice President and Chief Financial Officer
Find out about the recent trends in higher education and the recommendations on how universities can best respond to the current market.
               
IUIE – Tips, Tactics & Techniques
Becky Gribble
Manager of Decision Support Services, University Information Services
IUIE offers functionality often overlooked by its users. During today’s session, we will review IUIE features such as personal catalog, shared catalogs, search, scheduling, file upload and mailing.

External Agency Agreements & Relationships
Stew Cobine
Assistant Treasurer
A discussion of impending changes in external agency agreements and relationships.

Break

Financial Policy Update
Kathleen McNeely
Review of new and draft financial policies