• Reporting in Chrome River ~ Donna Burkhardt & Patty Anderson, Purchasing and Tammy Bean, Travel
• Surplus Scholarship and Most Recent Successful Sales ~ Craig Porritt, Warehouse & Receiving and Todd Reid, Surplus Stores

• Salesforce/Marketing Cloud ~ Mary Kern & Chris Tompkins, VP for Information Technology
• Alcohol Policy ~ Thomas Murphy, INLOCC
• Intro to BuyIU: Supplier Workflow ~ Sarah Chavez, Financial Management Services

• Grants Management Toolkit (GMT) Demo ~ ~ Caitlin Homenda, Contract & Grant Administration 
  (no slides)  Send email to ora-inst-rpt-l@list.indiana.edu for questions.
• Transition of Student Org Accts ~ Brittany Hubbard, Bursar
• BuyIU (Training, Q&A) ~ Sarah Chavez, FMS
  

• IU Foundation & Student Org Accounts ~ Sheila Decker, IU Foundation
  (no slides but please go to the Student Organization website or contact Sheila Decker for information)
• Sustainability ~ Andrew Predmore, Capital Planning & Facilities
• Record Retention Handout ~ Merri Beth Lavagnino, University Records Mgmt Group
• Buy.IU Update: Contract Processing ~ Tally Thrasher, Purchasing  and Sarah Chavez, FMS

January 25, 2018

• KFS Critical Data Training Update ~ Elisabeth Mason, FMS
• FMS TAX/ W-8BEN & W-8BEN-E ~ Susan Norrell, University Tax Manager and Ravit Shay-Sarraf, Tax Compliance Officer
• Project Recharge Update ~ Tammy Bean, Travel Management Services, Sarah Chavez, FMS, and Patty Anderson, Purchasing

March 28, 2018

• IU’s Passport Office vs CIBT Expediting Service ~ Christina Fidel, Office of International Services (OIS) and Denise Gardiner, OVPIA
• Chrome River Update & Sneak Peak Demo ~ Jill Schunk, Patty Anderson and Donna Burkhardt, Purchasing and Tammy Bean, Travel Management

May 23, 2018

• Effort Highlights: New ORA Website & demo of the Dashboard tools ~  Rayna Amerine, Office of Research Administration 
• Chrome River Update: P-Card Reconciliation and Chrome River Training Information ~ Patty Anderson and Donna Burkhardt, Purchasing

June 18, 2018

• Uniform Guidance Overview ~ Tim Rice & Tally Thrasher, Purchasing
• Monroe County 1% Food and Beverage Tax ~ Cody Bunn, FMS Tax

September 27, 2018 (session was canceled but the power points are available for your perusal)

• Online Payroll Training & New PeopleSoft Interface ~ Sarah Chavez, FMS
• ChromeRiver: Personal Use of Vehicle (new process to report miles) / Personal Use of IU Vehicle, SOP 3.07 ~ Susan Norrell & Tonya Pottorff, FMS Tax

November 29, 2018

• Records Retention & Management (Visit URMWG website) ~ Molly Wittenberg, University Archives, Merri Beth Lavagnino, Office of the Exec VP for Univ Acad Affairs, and Christy Havranek, FMS
• Personal Vehicle/Chrome River, 3.07 SOP and Personal Use of an IU Vehicle (New Process to report miles in Chrome River) ~ Tonya Pottorff & Susan Norrell, FMS Tax
• Painless Payments to Intl Visitors ~ Lisa Keough & JoAnn Clune, FMS Tax
• New CATS Website Introduction ~ Nancy Vázquez-Soto, Budgetary Administration & Planning

January 18, 2017

• Update on IU Crimson Card - Ranji Abraham, Director Enterprise Aux IT
• DUO Authenticating to CAS - Jacob Farmer, Manager Enterprise Systems
• Storing/Archiving Documents IU Warehouse & Surplus Stores - Todd Reid, Manager Surplus/Warehouse
• Risk Assessments - Stew Cobine, Assoc. VP/Chief Audit Officer

February 17, 2017

• Sponsorship & Membership Pre-Approvals - Rozzie Gerstman, Budgetary Administration & Operations (BAO)
• Crimson Card Update - Ranji Abraham, Director Enterprise Aux IT (Check out Crimson Card website)
• Single Use Account (SUA) Credit Card Option (For registration & one night lodging deposit payments.) - Tammy Bean & Donna Burkhardt, Travel Mgmt. Services
• Motor Pool - What is new in Fleet Services & transportation solutions options. - Amanda Wilson, Mgr., Motor Pool

 March 27, 2017

• Updates from Travel Management - Tammy Bean, Travel Management Services
• FMS TAX- Object Code Usage for 1099 Reporting - JoAnn Clune & Susan Norrell, FMS TAX
• IUF Underutilized/Dormant Accounts & Workfront Solicitation Review Process - Alison Baum & Sheila Decker, IU Foundation

April 24, 2017

• Emergency Preparedness - Steve Balko, Emergency Mgmt.
• Reimbursing an Employee & Exceptions to the Accountable Plan - Susan Norrell, FMS Tax
• Fraud - Stew Cobine & Maggie Harrell, Internal Audit

June 28, 2017

• Standard Operating Procedure 5.03 - Susan Norrell, FMS Tax
• New Revenue Producing Activities SharePoint - Matt Schaefer & Melissa Hartley, Office of the Treasurer
• Did you know? (Various topics) - Rozzie Gerstman, BAO

September 20, 2017

• Critical Data in KFS Training - Elisabeth Mason, FMS
• Best Practices-Recommendation from IUF - Tami Loveless, IUF
• Project Recharge - Jill Schunk (Procurement), Joan Hagen (FMS), and Lora Headdy-Fox (UITS)

November 29, 2017

• KFS Critical Data Training Rollout - Elisabeth Mason, FMS
• Project Recharge Update - Jill Schunk, Procurement & Lora Headdy-Fox, UITS
• Policies Update - Jenny Kincaid, Exec VP Univ Acad Affairs
• Identity Theft - Ruth Harpool, Treasury
• Things to Remember - Rozzie Gerstman, BAO