Fiscal Officer Development Series Alumni Session 2013

IUPUI Campus Center,
Indianapolis, IN

Wednesday, October 23rd

7:30 – 8:30      Breakfast, Room 450

8:30 – 9:30      Welcome & Fiscal Update

MaryFrances McCourt, VPCFO and Treasurer

Provide an update on headwinds and opportunities facing institutions of higher education.  Discussion will include industry wide trends and specifics relative to current long term projects for the university.

9:30 – 9:45      Break

9:45 – 10:45    Scope of Private Support for Indiana University

Dan Smith, President and CEO, IU Foundation

This is an overview of how the IU Foundation operates. We will cover the scope of the Foundation, annual giving sources, the impact of private giving and the economics of the Foundation Endowment.

10:45 – 11:00  Break

11:00 – 12:00  Online Education

Barb Bichelmeyer, Interim Chancellor Southeast

This presentation will identify ways in which the Internet is transforming the higher education and explain how these changes provide opportunities for highly engaging, student-centered instruction. We will also consider the ways in which the IU Online initiative is working to ensure that IU is well-prepared to deliver high quality education to students, regardless of whether they are on-campus, online, or both.

12:00– 1:15     Lunch

1:15 – 2:45      Communicating Beyond Differences

Martie Adler, Organizational Development Consultant, UHRS

In this session, we will explore a model of personality typing that will not only allow you to determine your own behavioral and communication style, but identify beliefs, values, attitudes, and communication styles of any other person you meet. Using this model, you will be able to communicate with others much more effectively and discover invaluable tools for increasing your effectiveness and interactions.

2:45– 3:00       Break

3:00– 3:45       International Hiring Guidance

Jackie Simmons, Vice President University Counsel

Denise Gardiner, Director of Finance & Administration, OVPIA

As Fiscal Officers you can help us assure compliance with our International Hiring Guidelines.  When hiring outside the US we need to consider the legal and tax implications in the specific country.  We will also review when it is appropriate to use the IU International Independent Contractor template.