At the Nov 18 Controllers' meeting, the following topics are on the agenda for discussion:
Campus updates; Alcohol policy and procedures; Advancement; Fund 98 feed to COFRS; CORE Update; Auxiliary Codes in Cognos Reports; Fiscal Certification.
Questions on discussion points from this and any other Controllers’ meeting should be directed to the appropriate campus controller.
If you aren’t reading Carl’s m-Fin blog, you’re missing some very interesting developments in the Cognos Reporting System. Here’s a recent example:
The new m-Fin ACCOUNT ACTUALS PERIOD BY FISCAL YEAR report summarizes Account ChartField values (as the report title indicates) across the accounting periods of multiple fiscal years. History in your hands!
You can review historical cash balances on a clinical trial … take a look at salary over the years … or monitor operating expenditures.
But there’s more.
The OUC offered several Continuing Professional Education (CPE) courses during mid-November. We'll provide analytics on the November activities later this month but in the meantime, we still have one day of CPE left this quarter.
Registration is open for most of the courses scheduled for Thursday, December 5:
If your department is responsible for billing external entities, you know what a complicated, manual process that can sometimes be.
The OUC’s Financial & Reporting Systems team can help you evaluate your business process and enhance it with online bills and deposits through the PeopleSoft Finance System. The Billing and Accounts Receivable modules are being used by large and small organizational units across CU to speed processing, ensure accuracy, and provide monitoring of payments.
The University’s external auditor, CliftonLarsonAllen, is completing the final stages of review and the audit exit conference is scheduled for mid-November.
Want to learn more about auditing? The OUC is offering a CPE course on Tue, Feb 18. It's called External Audits: Why are These People Here and When are They Going to Leave?
Check out the course description at: www.cu.edu/controller/cpe/?page_id=1455.
We offered 10 courses over three days in September as part of the OUC's Continuing Professional Education for Certified Public Accountants (CPE for CPAs). Participants agreed that it was one of the CPE Program's best quarters yet, giving an overall 99% rating for instructor effectiveness and course value.
During the OUC Town Hall sessions on the campuses, we showed a looping slide show of Office of University Controller facts and figures. The slide show was titled, "OUC by the Numbers" and after the town halls, we received some requests to replay some of the numbers for you on this blog.
So following is an excerpt ... a select number of the Numbers:
10,170,471 - journal lines created in FY 2013
45,207 - active SpeedTypes
2,020 - PeopleSoft Finance System users
263 - learning resources available online for fiscal systems and policies
Congratulations to Finance & Procurement Help Desk Senior Consultant Brian Dyet -- recently announced as the winner of the 2013 President’s Employee of the Year Award.
The Office of University Controller's CPE for CPAs Program has opened registration for three days of courses in the second quarter of FY 2014.
If you're a CPA looking for continuing professional education to maintain your license ... or if you're not a CPA but you're looking for convenient, relevant professional development opportunities ... check out the great variety of course topics, below:
Mon, Nov 11 - Cash Controls; Analyzing and Interpreting Financial Statements
Thu, Nov 14 - Effective Writing; Securing Mobile Devices; Emotional Intelligence
If you haven't worked in the Cognos Reporting System recently, you should know that there's a new folder in town: It's called HELP and it provides quick and easy access to Carl's m-Fin blog, to Cognos learning resources, and to the FinPro Help Desk.
