FiUF Spring 2017

April 26-27, 2017

CE 409, IUPUI Campus Center

Indianapolis, IN

Thank you for your interest! Spring 2017 registration will be open soon! Please check back periodically for updates. We will also announce registration via the KFS Newsletter. To subscribe the the newsletter, please send an email here.

General Event Details


We will announce registration soon!


Please visit our FAQ page for information on wait list procedures.


Chartwell's will provide morning beverages, lunch, and afternoon snacks.

Day 1 Lunch: TBD

Day 2 Lunch: TBD

Please indicate any dietary restrictions on your registration form.


Some presentation materials will be provided. Slides will not be provided in advance, but posted to this site after the program ends.

Please bring your own note-taking materials.

Conference Schedule

Please arrive each day by 8:00 a.m., and plan for a 4:30 end-time.

Click on the plus (+) signs below to view the daily schedules (subject to change).

Topic descriptions can be found here.

Day 1: Wednesday, April 26th
8:00 a.m. Doors open
8:30 a.m. Introduction and Opening Remarks

Elisabeth Mason, FiUF Advisory Group, FMS Training & Documentation Specialist

8:45 a.m.


Steve Miller, Director of Payroll

Overview of university finance administration, the Controller’s Office and functional areas, and the FiUF conference program.

9:00 a.m.

Financial Policies

Anna Jensen, Chief Accountant

An intro to IU’s major financial policies and why they matter.

11:00 a.m. Break
11:15 a.m.

Chart of Accounts

Bill Overman, Manager, External Financial Reporting

Introduction to the complex infrastructure of IU’s financial system.
12:00 p.m.  Lunch (provided)
12:45 p.m.

Financial Systems Administration

Sterling George, Jr., Director Financial Systems Administration

Tracey Mui, Financial Systems Analyst

Reveal of the inner workings of the financial system and how transactions land on the general ledger.

1:45 p.m.

University Budgeting

Alicia Robertson, Associate Director, University Budget Office

Past, present, and future of the university’s resource planning.

2:45 p.m.  Break
3:00 p.m.

University Payroll

Steve Miller, Director of Payroll

A call to action: how we each impact IU’s greatest annual expenditure.
4:00 p.m.  Conclude Day 1
Day 2: Thursday, April 27th
8:00 a.m. Doors open
8:30 a.m.

University Tax

Cassandra Franks, Director of University Tax Services

Find out how closely University Tax Services is connected to your daily work.

9:45 a.m.

Auxiliary Accounting

Kathy Cochard, Auxiliary Accounting Manager

Revenue-generating activities open a special can of worms. Things to keep in mind…

10:45 a.m. Break
11:00 a.m.

Recharge/Service Centers

John Sparks, Sr., Manager, Cost Accounting and Cash Control

Do you charge other IU departments for goods and services? Be aware of the pitfalls.
11:45 a.m.  Lunch (provided)
12:45 p.m.

Capital Assets

Joy Maddox, Capital Assets Manager

Can you identify your department's capital assets? Learn how... and about your duty to care for them.
1:45 p.m.

Non-Student Accounts Receivable

Dominique Bahr, Non-Student Accounts Receivable Supervisor

Operational and compliance challenges that come with billing and collecting from our external customers..

2:30 p.m.  Break
2:45 p.m.

Accounts Payable

Charlie Sinex, Director of Accounts Payable

Learn how the things that the university purchases ultimately get paid for, and how you can help keep our vendor relationships golden.

4:00 p.m.

Closing Remarks

4:00 p.m.  Conclude Day 2

Event Location

IUPUI Campus Center
420 University Blvd. CE 409

Indianapolis, IN 46202


Parking information will be added soon!