Northern Arizona University-Business Managers Meetings

Business/Fiscal Managers Meetings

Wednesday, August 6, 2008

10:00 am - 12:00 noon

Kaibab Room - University Union

Presenters/Topics

Wendy Swartz - Comptroller's Office- Changes to Business Manager's Meetings

Carol Luckey - Denise Downum - Purchasing -Processing Documents and Contracts

Budget Office - update on budgets (State & Locals) and NSTAR

Wendy Brown - University Bursar - Department Deposits

Cathy Snow- Human Resources - how to have a smooth semester start getting new staff on payroll

Tuesday, June 10 2008

Special Meeting Regarding Use Tax

Presenter/Topics

Bob Miest-Use Tax

Angela Uyeno-Use Tax Scenario, Pcard Transaction Log Scenario, Use Tax Report Scenario

Tuesday, May 20 2008

2:00pm - 3:30pm

Havasupai Rooms A and B - University Union

Presenters/Topics

Kevin Johnson and Winnie Ennenga - Grants and Contracts, Sponsored Projects Updates

Wendy Swartz - ABOR 6-711 "Internal Control Responsibilities", New Auditing Standards

Anton Ciochetti- Re-cap on Fiscal Year End Meeting

Tuesday, February 12, 2008

10:00 am - 12:00 noon

Kaibab Room - University Union

Presenters/Topics

Jessica Fitchett - Budget Office update

Kevin Johnson/Winnie Ennenga - Effort Reporting

Wendy Swartz - Approvals

Sharon Washington/Angela Uyeno - Post review of travel and purchasing card transactions

Cathy Snow- The Legal Arizona Workers Act

Tuesday, October 9, 2007

10:00 am - 12:00 noon

Kaibab Room - University Union

Presenters/Topics

Susan Rain - Payroll update.

Here are the links to the two new employee checklists Susan Rain referenced:

For supervisors of new employees (Orientation Guide for New Employees): http://hr.nau.edu/m/images/stories/docs/orientation%20guide%20for%20new%20employees.doc

For new employees (New Employee Checklist): http://hr.nau.edu/m/images/stories/docs/neo_checklist.doc

Kim Beson/Becky McGaugh - Proper recording and disposing of NAU Property

Cheryl Willers - NEW Foundation Accounts Payable Policies

Theresa Lyons - Business Objects reports overview

Wendy Swartz - Follow up on control self assessment questionnaires

Wendy's Documents - ABOR Internal Control Policy, Power point presentation on financial controls

Tuesday, April 10, 2007

10:00am - 12:00 noon

Kaibab Room - University Union

Presenters/Topics

Conflict of Interest - Becky McGaugh

PD's - PD does not mean "Payment Document". The need for Purchase Orders - Becky McGaugh

Cash Controls Self Assessment - Wendy Swartz

Supplemental Pay - Forms and Process, Diana LaPier - NAU Human Resources

Fiscal year end close - Anton Ciochetti

There will be future meetings on a quarterly or semi annual basis. Stay tuned to the business manager list serve for more information. If you have not subscribed, please click here.