Fiscal Officer Development Series (FODS) Alumni Session 2008

Campus Center
Indiana University Purdue University Indianapolis (IUPUI)
Indianapolis, Indiana

Continental Breakfast

Welcome and Statement on Auditing Standards and Kuali Update
Kathleen McNeely
Associate Vice President of Finance and
Executive Director of Financial Management Services
A brief review of new risked based auditing standards that went into effect in 2008.

University-Wide Policies, Activities and Resource Page
T. Michael Ford
Special Assistant to the Vice President and Chief Financial Officer
Rozzie Gerstman
Assistant Vice President Finance
A demonstration of the evolving web site that assists and informs users with information on what the university policies are, how to do an activity or initiate and process a transaction.

The Higher Education Reauthorization Act
Judith G. Palmer
Director, Office of the Legislative and Policy Analysis
An Overview of the Higher Education Opportunities Act of 2008, the US Department of Education’s negotiated rulemaking procedure, and IU’s implementation activities.


Facilities Master Plan
Terry Clapacs
Vice President and Chief Administrative Officer
The past, present and future look at the university's facilities master plan.


How to Deal with Difficult People
Deb Nelson Dunbar
University Organizational Development Consultant
Work can be tough. People can be tough. Put them together and we are often at a loss. In this session we will focus on navigating sticky situations involving a variety of difficult personalities.


Scholarships and Fellowship Administration
Jim Kennedy
Interim Associate Vice President, University Director of Financial Aid
The Compass project: A new system for awarding and tracking institutional scholarships. Using Workflow, the new system will eliminate many of the manual processes between the Student Information System (SIS), FMS, and the Foundation.

IU Fiscal Update
Neil Theobald
Vice President and Chief Financial Officer
A progress report on how we did in the past year and a look at the State Appropriation request.