Fiscal Officer Development Series (FODS) Alumni Session 2012

NCAA Conference Center
700 W. Washington Street
Indianapolis, IN

7:30 – 8:30            Breakfast, Christine Grant Ballroom

8:30 – 9:30            Message from the Senior Vice President & Chief Financial Officer, Neil Theobald

While the cost of going to college gets a lot of attention, the cost of not going to college—as measured by the difference between salaries paid to college graduates and salaries paid to high school graduates—is much larger and going up even faster. This session will focus on what IU is doing, and what else it should be doing, so that as many Hoosiers as possible can attend college and earn the higher average salaries paid to college graduates.

9:30 – 10:00         Top 10 Audit Issues

Christine Swafford, Director Internal Audit

Fiscal Officers and Internal Auditors are both interested in identifying risks and ensuring that appropriate controls exist to address those risks. This session will discuss that shared responsibility, as well as several commonly recurring audit findings that fiscal officers need to focus on. An overview of the fiscal 2013 internal audit plan will also be presented.

10:00 – 10:15       Break

10:15 – 10:45       HR Related Audit Findings - proactive steps for fiscal officers

Dan Rives, AVP University Human Resources

Several recent Internal Audit reports have identified units not complying with federal and state laws and IU policies, including problems with: the timely processing of new hires, recording hours worked for non-exempt employees, and accurately reporting PTO usage. This session will focus on the role of fiscal officers in taking proactive steps to ensure unit compliance with these important laws and policies.

10:45– 11:15        Role of the Fiscal Officer - from the perspective of an academic dean

Jay Gladden, Dean of Physical Education & Tourism Management, IUPUI

A Fiscal Officer is often responsible for a wide variety of tasks, policies and deadlines.  Because no two days are the same, it is very easy for the fiscal officer to forget how they really add value to the academic unit, support unit, or administrative unit.  This presentation will provide one Dean’s perspective on some characteristics and behaviors of the highly effective Fiscal Officer.

11:15 – 12:00       State Relations Update

John Grew, Executive Director, State Relations & Policy Analysis

This session will cover potential issues in the upcoming legislative session including a discussion on the Performance Funding formula being used by the state to fund higher education.  The session will also cover current higher education issues in the public forum.

12:00– 1:15          Lunch

1:15 – 2:45            Change Anything

Deb Dunbar, University Director, Organizational Development, UHRS

The challenge with change is often that no matter how much we “want” to change something that impacts our success, we often don’t realize that our environment, others and even we actually stack the deck against us. The key to change is in understanding all the subtle but powerful influences that shape our choices. In this session we will focus on stacking the deck in our favor by using six sources of influence that create substantial results.

2:45– 3:00             Break

3:00– 3:45             Policy Update - Child Protection

Jenny Kincaid, Chief of Staff, Director of Policy Administration

Jerry Minger, University Director of Public Safety

The Programs Involving Children policy went into effect last April. This session will give an overview of the policy; the latest revisions and developments; what we have learned in the first six months; and what work lies ahead. Questions from the group are welcome.