FiUF Spring 2016

April 18-19, 2016

Indiana Memorial Union, Frangipani Room

Bloomington, IN

Registration is FULL. Wait list has been closed at 86 entries.

Thank you for your interest! Fall 2016 dates and campus location will be announced this summer.


General Event Details


Must register by Sunday, April 10th. Please only register if you are able to attend both full days of the conference. Participant seats available: 60.

Registration is FULL. Wait list has been closed at 86 entries.

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


IMU Catering Services will provide morning and afternoon break service (beverages and snacks), as well as lunch.

Day 1 Lunch: Slicers Deli Buffet

Day 2 Lunch: Taco Bar

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: Monday, April 18th
8:00 a.m. Doors open
8:30 a.m. [Program Begins] Introduction

Tracey Mui, FiUF Advisory Group, FMS Training

Opening remarks

9:00 a.m.


Anna Jensen, Chief Accountant

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

9:15 a.m.

Financial Policies

Anna Jensen, Chief Accountant

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

9:45 a.m. Break
10:00 a.m. Financial Policies, continued
11:00 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)
1:00 p.m.

Financial Systems Administration

Sterling George, Jr., Director Financial Systems Administration

Damon Dorsey, Financial Systems Coordinator

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

2:00 p.m.

University Budgeting

Alicia Robertson, Associate Director, University Budget Office

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

3:00 p.m.  Break
3:15 p.m.

University Payroll

Steve Miller, Director of Payroll

A call to action: how we each impact IU’s greatest annual expenditure.
4:15 p.m.  Conclude Day 1
Day 2: Tuesday, April 19th
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.

9:30 a.m. Break
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.

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.
11:30 a.m.  Lunch (provided)
12:30 p.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.
2:00 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.

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.

3:45 p.m.

Closing Remarks

4:00 p.m.  Conclude Day 2

Event Location & Parking

Event Location

Indiana Memorial Union, Frangipani Room
900 E. 7th Street
Bloomington, IN 47405


Visit the IU Parking Operations website for lot/garage locations.

Campus parking is limited. Allow 10-15 minutes for walking from parking lot to the event space.

NOTE: The IMU pay lots fills up quickly. Plan to arrive by 7:30 a.m. to find a space close to IMU.