Most CATS sessions' presentations are contained in this archive. The presentations are organized by month/date/year and usually uploaded the same day after each presentation or when available.
Can't find the information you need? Contact Us and let us know about any questions, suggestions, comments, and/or frustrations you may have about any financial activity/procedure.
January 24, 2019
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
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