Advisory Group

Next Finance & Administration Group Meeting Wednesday December 16, 2009
3:00pm-4:30pm

Chancellor's Conference Room

 

Please view the Organizational Chart for the Finance & Administration Advisory Group
using the link below.

Finance & Advisory Group Membership & Email Distribution Organization Chart

 

Previous Meetings & Information

Wednesday November 18, 2009

Agenda
Federal Inventory Update - No hand Out
Employee Business Expense Reimbursement Policy
Financial Outlook: FY’10/FY’11
FY’10 9c Cuts
FY’11 Projections
Status of Spending Plans - No Hand Out
How We’re Spending Federal Stimulus Funds
Facilities Update
Signature Authorization Update - No Hand out

Wednesday October 28, 2009

Agenda
Reimbursement

Venture Development Center Article
Guidelines for Work Related Employee Goods and Services

Wednesday September 30, 2009

Agenda

Signature Authorization/Annual Security Review
Expense Reimbursements in Payroll
Employee Reimbursement Policy
FY’10 Spending Plan Process
Federal Inventory
Depth/Replacement Planning
#2010-03: Leave Guideline During the H1N1 Pandemicrants Revenue Report

UMGM7007 Award Summary Report Announcement
Running the UMGM7007 Award Summary Report in PeopleSoft 8.9
Understanding the UMGM7007 Award Summary Report in PeopleSoft 8.9

 

Wednesday July 29, 2009

Agenda
Travel Policy Presentation
Draft Travel Policy
Inventory Presentation

Wednesday May 20, 2009

Agenda
HRDirect—Self Service
ADA Website
Year End Processing
Expense Module Update  - Expense Module Memo
Federal Inventory Update
Employee Exit Policy Update

 

Wednesday April 29, 2009

Agenda
HRDirect
Asset Management
Accounts Payable Payments to Employees

Meeting Notes

Wednesday March 18, 2009

Agenda
Employee Reimbursement Expense Module - Presentation and FAQ
Foreign Check Policy
Understanding the UMass Boston Budget

Wednesday February 25, 2009

Agenda
FY’10 Budget Status Update
ADA website
HR Direct Update
Employee Reimbursement Expense Module

Wednesday January 21, 2009

Agenda
HR Direct Presentation
FY10 Budget Update
Revenue Identification

Energy Savings Initiatives

Wednesday October 29, 2008
Agenda
Financial Planning
HR Upgrade

Wednesday September 24, 2008
Agenda
Advancing the UMass Boston Budget Process
Cash Receipt Presentation
Reconcillation Form
Cash Receipt - Deposit Slip
Internal Controls Cash Receipts

 

Wednesday August 27, 2008

Emergency Preparedness Tabletop Exercise PowerPoint

Wednesday July 30, 2008

Agenda

FY09 Spending Plan
Master Plan
Cash Receipts Presentation
Cash Receipts Policy
Interview Exchange
Meeting Notes

Wednesday June 25, 2008

Agenda
Spending Plans
FAIR - PI Level Security Memo
FAIR PI Security Application
New Fund Crosswalk
Employee Exit Policy
Affiliate/Non-Employee Instructions for ID number and Business Cards
CSC HEAT Presentation

Wednesday May 21, 2008

Agenda

Closing Dates for FY'09

Opening Dates for FY'10

Fund Code Changes

May F&A Notes

 

Wednesday April 20, 2008

Agenda

Affiliate/Non-Employee Instructions for ID number and Business Cards

Affiliate/Non-Employee Release of Liability Form

Change In Fund Codes

April F&A Notes

 

Wednesday March 19, 2008

Agenda

Budget 2009 Update

HR Application Upgrade Update

Quinn Graphics On-line

Wednesday February 27, 2008

Agenda

Safety Planning

Space Planning And Capital Expenditure (SPACE) Committee Presentation

Master Planning Presentation

New Vendor Add Form

Campus Center – Rate Chnages Update

Campus Center Usage - Stats

Wednesday September 26, 2007

Agenda

Human Resources Upgrade

Wednesday August 29, 2007

Agenda
Campus Reporting
Facilitating Employee Payroll
Policy Employees vs Independent Contractors

Wednesday July 25, 2007

Agenda
Master Plan - Presented by Susan Wolfson
Facilitating Faculty & Staff Payroll - Presented by Ellen O'Connor
Reporting - Presented by Sean McInnis