conference sponsors about the conference...8:00 am – 9:00 am registration (lobby) / breakfast...

2020 Business Leadership Conference

Conference Sponsors Office of the Chancellor Office of the Provost and Vice Chancellor for Academic Affairs Office of the Chief Financial Officer About the Conference The Business Leadership Conference will be held on Tuesday, April 7, 2020, at the Hilton Garden Inn and Conference Center. This year's Conference will focus on professional development and is a collaborative effort of Campus Leadership, Campus Business Professionals, and System Administration. The Conference’s goal is to provide departmental business managers and administrators with knowledge, resources, and networking opportunities to enable them to manage the challenges they face and pursue excellence in their roles at the University.


Program Schedule – Tuesday, April 7, 2020

8:00 am – 9:00 am Registration (Lobby) / Breakfast (Legacy Ballroom) 9:00 am – 9:30 am Welcome Address / Keynote Speaker (Legacy Ballroom) 9:30 am – 9:45 am Break

9:45 am – 10:55 am Session 1 Topics • Executive Stewardship of University Gift Funds

• Deep Dive on Using Business Objects: Getting Started, Access • Tips and Tricks for Current TEM Reimbursement • Leadership Roundtable: Advice on Career Advancement Success

• Export Control

10:55 am – 11:10 am Break 11:10 am – 12:20 pm Session 2 Topics

• Budgeting and Planning at Illinois Insights from Academic Colleges • Payments to Students • Deep Dive on Using Business Objects: Advanced Topics: Overview of

Universes, Modifying & Creating Reports Using Business /Finance Examples

• Purchasing to Payment Overview Part 1 • The Brain at Work: Applying Neuroscience to Leadership

Competencies in order to Effectively Communicate, Collaborate and Lead

• My Research Reporting and Analytics 12:20 pm – 1:30 pm Lunch (Lower Level – Alumni Ballroom)

1:30 pm – 2:40 pm Session 3 Topics • Fiscal Control and Internal Auditing Act (FCIAA) - Addressing Common

Internal Control Weaknesses and Areas of Fraud • Payments to Students • Tricks Behind Reporting Tools, Like How to Schedule Your Monthly

Reports or Create Personal Folders: • Purchasing to Payment Overview Part 2 • Emotional Intelligence: Self Awareness and Self-Management: • Managing Service and Storeroom Activities

2:40 pm – 2:50 pm Break


2:50 pm – 4:00 pm Session 4 Topics • Overview of Banner Program Codes and NACUBO Functions • Registered Student Organization Activity (RSO) • How to Get Started with Tableau & Sample Dashboards • Future of Employee Reimbursement • Shared Services/Service Center Models • Top 10ish Things to Know about Post Award Management of

Sponsored Program


Session Descriptions Session One: 9:45 am – 10:55 am Executive Stewardship of University Gift Funds Presenters: Christy Devocelle, Senior VP for Financial & Administrative Operations

and Chief Financial Officer Anne Larimore, Finance Accounting & Reporting Coordinator, UAFR

Description: Does your unit have gift funds? Have you ever wondered what your gift

fund donor intent is, how gift money flows from the Foundation to your Banner gift fund, or how much money is available within your funds? If so, join us for an Overview of UIF and Banner Gift Funds, where we will discuss these issues and more! By the end of this session, you should have a strong understanding of what gift funds are, what roles UAFR and UIF play, the cycle of a gift, donor intent, and the various applications and resources available to understand and utilize your gift funds.

Track: Budget and Finance

Deep Dive on Using Business Objects Getting Started, Access Presenter: Jerry Myers, Functional Area Coordinator, AITS

Description: Especially useful for USCs, understanding the steps to get the access to

data you need Track: Data and Access

Tips and Tricks for Current TEM Reimbursement Presenters: Susie Baker, Senior Associate Director-Payment Operations, University

Payables Melissa Plotner, Senior Assistant Director- Payment operations, University Payables

Description: This session will provide attendees with strategies for constructing efficient

and complete expense reports, and tips for avoiding the most common reasons for expense report returns.

Track: Procurement/Payables


Leadership Roundtable on Career Advance at UIUC Presenters: Elizabeth Clawson, Assistant Dean of Budget and Strategic Business

Operations, College of Applied Health Sciences Administration Tessa Hile, Assistant Dean for Finance and Administration, Grainger College of Engineering Catherine Ocen, Assistant Dean of Administration and Budget, Graduate College Administration Michael Wellens, Director of Budget and Resource Planning, College of Liberal Arts and Sciences Administration

Description: Come hear advice from UIUC Leaders on career advancement at UIUC, the

steps that led to their success, what actions they took, how networking helped, and other topics related to moving up at UIUC. This will be an interactive session where participants will have opportunities to ask the presenters questions

Track: Professional Development

Export Control Presenters: Kathy Gentry, Export Compliance Officer, Sponsored Programs

Administration Chyvonne Gibson, Deputy Export Compliance Officer, Sponsored Programs Administration

Description: This session examines the various federal laws and regulations governing

export controls and the conduct of University research. Learning objectives include export control and regulations, foreign influence, screening and risk mitigation

Track: Research


Session Two: 11:10 am – 12:20 pm Budgeting and Planning at Illinois: Insights from Academic Colleges Presenters: Amanda Brown, Executive Assistant Dean for Administration, College of

Education Shelley Campbell, Assistant Dean for Administration, Gies College of Business Barb Geissler, Office of the Provost Tessa Hile, Assistant Dean for Finance and Administration, Grainger College of Engineering Paul Redman, Associate Dean for Administration, College of Fine and Applied Arts

Description: Practices associated with college level budget planning is complex and

varies among academic units. This session will feature a panel of campus and academic unit budget leaders who will be available to discuss areas including allocation methodologies, budget reallocations approaches, and best practices for promoting long term unit financial stability. This is a panel discussion with a focus on attendee participation and engagement. Specific questions will be requested from registered attendees in advance of the panel discussion and will be given top priority. Any other questions will be addressed as time permits. Come prepared to engage and learn from colleagues across the academic unit spectrum. Objectives:

• Learn about the campus budget history and basics of the IVCB budget model.

• Participate and share in a collaborative discussion on current academic unit budget allocation and resource issues.

• Understand the ways in which budgeting practices are similar and divergent across campus units


Payments to Students Presenter: Panel:

Bill Patterson, Senior Director, University Student Financial Services and Cashier Operations Michelle Bolger, VP Financial Operations/Controller, U of I Foundation Christy Devocelle, Senior VP for Financial & Administrative Operations and Chief Financial Officer, U of I Foundation


Christine Edwards, Assistant Director, Student Financial Aid, Administration John Laroe, Senior Director, University Accounting Service, UAFR Catherine Ocen, Assistant Dean of Administration and Budget, Graduate College Administration Melissa Plotner, Senior Assistant Director, Payment Operations, University Payables Terry Thompson, Senior Director for Treasury Operations, University Tax Kami Van Bellehem, Assistant Payroll Manager, UPB

Description: This session will highlight recent changes to Business and Finance

guidance regarding Payments to Students, with emphasis on newly published Policies and Procedures, a new Payment Selector Tool, Research and Travel payments, and payments to foreign national students. Time will also be reserved for audience discussion, questions and answers

Track: Student Financial Services

Deep Dive on Using Business Objects: Advanced Topics: Overview of Universes, Modifying & Creating Reports Using Business/Finance Examples Presenter: Jerry Myers, Functional Area Coordinator, AITS

Description: Learn the available sources of finance data and how to modify existing

reports for your use

Track: Data Access

Purchasing to Payment Overview: Part 1 Presenters: Brad Henson, Director of Purchasing

Justin Johnston, Senior Associate Director of Purchasing

Description: Part 1: Focus on the Purchasing side of the process - from requisition to

purchase order. Presenters will provide an overview of the purchasing process, provide tips and best practices for effectively navigating competitive solicitations (bids and RFPs), exceptions and exemptions, and contract processes.



The Brain at Work: Applying Neuroscience to Leadership Competencies in order to Effectively Communicate, Collaborate and Lead Presenter: Dave Byers, Interim Senior Associate Director, Business Solutions and

Support Description: We are all leaders, some formal and some informal and have the capability

to impact others and outcomes in the workplace. To best impact others, we need to understand and incorporate the neuroscience of effective communication and collaboration. This is best accomplished when we create conditions where others are open to our ideas and we create shared understandings. Current research reveals that effective leaders have developed eleven competencies found inside four categories: self -development, interpersonal development, organization and group development, and transitional development. This session will cover the neuroscience that supports those four developmental areas in order to more effectively communicate, collaborate and lead.


My Research Reporting and Analytic Presenters: Tom Habing, Director, Data and Systems

Mark Zulauf, Research Information Systems Coordinator

Description: Overview of the different ways that people can access and interact with the

business data about research administration on the UIUC campus. This will include data and systems managed by the Sponsored Programs Administration, data available from other sources at the University, and also data from external sources, such as the federal government. Tom will also talk about some of the new systems being developed by SPA for making these data more accessible and useful to different types of users. Mark will talk about the “Illinois Experts” Research Information Management System which is a joint project between the Library and the OVCRI that provides a public portal intended to showcase research and scholarship expertise at Illinois and to facilitate connections among our researchers and with those at other institutions. Primary Learning Objective: Attendees should come away from the presentation with an understanding of the different data sources and the reporting and analytics options available to them for exploring research data.

Track: Research


Session Three: 1:30 pm – 2:40 pm Fiscal Control and Internal Auditing Act (FCIAA) - Addressing Common Internal Control Weaknesses and Areas of Fraud Presenter: Jason Bane, Senior Business and Financial Coordinator, UAFR

Darla Hill, Director of Audits, Office of University Audits

Description: You may not be directly responsible for the annual FCIAA reporting in your

department, but every day we all play a vital role in strengthening our internal control and fraud prevention measures. During the session we will explore the FCIAA questionnaire, walk through several scenarios, and recommend options to strengthen your internal controls. By attending this session, you will be able to:

• Identify common internal control weaknesses • Identify common areas of fraud • Understand importance of segregation of duties • Use FCIAA questionnaire to critically review internal controls • Think like a university auditor


Payments to Students Presenter: Panel:

Bill Patterson, Senior Director,University Student Financial Services and Cashier Operations Michelle Bolger, VP Financial Operations/Controller, U of I Foundation Christy Devocelle, Senior VP for Financial & Administrative Operations and Chief Financial Officer, U of I Foundation Christine Edwards, Assistant Director, Student Financial Aid, Administration John Laroe, Senior Director University Accounting Service, UAFR Catherine Ocen, Assistant Dean of Administration and Budget, Graduate College Administration Melissa Plotner, Senior Assistant Director- Payment Operations, University Payables Terry Thompson, Senior Director for Treasury Operations, University Tax


Kami Van Bellehem, Assistant Payroll Manager, UPB

Description: This session will highlight recent changes to Business and Finance

guidance regarding Payments to Students, with emphasis on newly published Policies and Procedures, a new Payment Selector Tool, Research and Travel payments, and payments to foreign national students. Time will also be reserved for audience discussion, questions and answers.


Tricks Behind Reporting Tools, Like How to Schedule Your Monthly Reports or Create Personal Folders Presenters: Jerry Myers, Functional Area Coordinator, AITS

Description: Learn how to schedule finance reports to be run, delivered and

formatted the way you need

Track: Data Access

Purchasing to Payment Overview: Part 2 Presenters: Jim Martinie, Senior Director, University Payables

Susie Baker, Senior Associate Director, Payment Operations, University Payables

Description: Part 2: Overview of invoice processing, vendor payment procedures, Travel

Expense Management (TEM) tips, how to avoid non-compliance issues, and where to find helpful resources.


Emotional Intelligence: Self Awareness and Self-Management Presenter: Teresa Oliszewicz, Director, Organizational Development

Jackie Billhymer, Human Resources Coordinator, SHRS


Description: Session Summary: We likely know people who seem to have a lot of

awareness about their own emotional state who also seem to know how to manage their emotions (and themselves) when it really counts. They also seem adept at building and maintaining relationships through effective use of empathy and key social skills. Those people would be described as having high Emotional Intelligence (EI), and it can be easy to view them as having some kind of special gift or natural ability that makes them effective. The good news is that we can all raise our emotional self-awareness and develop skills to improve our relationships with others. Attend this session to learn a few tips and hints on how to do so!

Objectives:

1. Describe what Emotional Intelligence is and what it isn’t 2. Assess your own level of Emotional Intelligence 3. Evaluate how you can enhance your Emotional Intelligence 4. Discover different ways to improve your interactions with others


Managing Service and Storeroom Activities Presenters: Anne Marshall, Assistant Director Governmental Costing

André Britten, Coordinator Governmental Costing

Description: Service and Storeroom Activities (Banner 3E fund types) are established

primarily to provide goods or services to internal University departments. Each service activity must calculate and charge rates for the services and/or products they provide. The training session will summarize the various Federal and State regulations, outline methods service center managers should use when identifying costs, determining usage/base, identifying an over/under recovery, setting rates, and charging users. Objective(s):

1. Identify the policies that are applicable to internal service activities. 2. Describe the components of a service activity rate calculation.

Track: Research


Session Four: 2:50 pm – 4:00 pm Overview of Banner Program Codes and NACUBO Functions Presenter: John Laroe, Senior Director University Accounting Services, UAFR

Description: Do you understand the primary objectives of the Program code? Have you

heard references to “NACUBO Functions” and wondered what that means and why it matters? Or, even if you are already familiar with these areas, have you ever needed further details on the proper definition of each NACUBO function as well as examples of activities that would fall under each NACUBO function? If so, join us for an Overview of Banner Program Codes and NACUBO Functions, where we will talk over all of these issues and more! By the time you leave this session, you should have a strong understanding of how the Program code is utilized within the Banner C-FOAPAL accounting string and why it is so important, along with examples of activities that fall within the various NACUBO functions.


Registered Student Organization Activity Presenters: Jim Hintz, Associate VC for Student Success Engagement, Student

Services Building Eugena ("Gina") Lee-Olukoya, - Associate Dean of Students, Office of the Dean of Students

Description: This session will discuss Registered Student Organizations on campus.

What they can do. What they cannot do. Also discussed will be the funding and account management for RSOs and what to do if an RSO is running a deficit. The session will conclude with a peek into the potential future state of RSOs on campus


How to Get Started with Tableau & Sample Dashboard Presenters: Jerry Myers, Functional Area Coordinator, AITS

Tara Sadler, Business Intelligence Coordinator, AITS

Description: Understanding the basics of how Tableau visualizes data and use

cases of dashboards sourced with university data


Track: Data Access

Future of Employee Reimbursement Presenters: Jim Martinie, Senior Director, University Payables

Darren Strater, Senior Associate Director-Support Operations, University Payables

Description: Session will present steps taken to-date and provide an update on projects

and plans targeting improvement of the employee reimbursement process. Track: Procurement/Payables

Shared Services/Service Center Models Panel: Greg Anderson, Director of Budget & Research Planning, Fine & Applied

Arts Administration Wendy Balthazor, Business Administration Associate, Vet Med Administration Carol Hartman, Senior Associate Director of Finance Operations, LAS Administration Cindi Howard, Associate Director for Finance and Operations, Krannert Center Brenda Hixson, Director of Business Solutions & Support Bill Reimer, Associate Director of Business Solutions & Support

Description: Come learn from our panel of experts about the experience, benefits,

challenges, structure, and lessons learned with shared services/service center models.


Top 10ish Things to Know About Post Award Management of Sponsored Programs Presenters: Karen Thomas, Associate Director, Federal Awards, Sponsored Programs

Administration Alison Morgan, Associate Director, Non-Federal Awards, Sponsored Programs Administration


Description: If you are new or newish to research administration and/or process or approve financial transactions within your department, join us for the “Top 10ish Things to Know about Post Award Management of Sponsored Programs”. This session is appropriate for grant and non-grant administrators alike. Learning Objectives:

• Participants will be able to recognize how their role and duties impact sponsored programs

• Participants will be able to identify sponsored program funds and resources for determining allow ability of costs Participants will be able to distinguish among best practices and “must dos” for the post award management of sponsored programs

Track: Research


Conference Brochure In an effort to control conference costs and to “go green,” we will not provide copies of the brochure at the conference. Instead, we will provide a one-page handout containing the program schedule, workshop titles and room locations. If you wish to have the full copy of the conference brochure with you at the conference, you may print the conference brochure. Registration Please contact the BLC Planning Committee at [email protected] with registration questions. Contact Please contact the BLC Planning Committee at [email protected] if you have any questions about the conference. Workshop and Conference Evaluations We rely on your feedback each year to allow us to make improvements for the next BAT (BLC) Conference. This year we will offer the ability to take surveys using your smartphone or tablet. To make sure you’re ready before the Conference: Open your camera app on your phone, and point to this code.

You should see something pop up on the top of the screen, similar to this:

https://www.conferences.uillinois.edu/UserFiles/Servers/Server_1630/File/2020UIUCBusinessConference/2020-BLC-Conference-Brochure.pdf

mailto:[email protected]

mailto:[email protected]


If that worked, just tap that banner, and your browser will open the survey. If nothing happened, then you will just need to download a QR Reader app Open App Store (iPhone)/Google Play Store (Android) Search for “QR Code reader” Download one of the apps Open that app, and point at the QR code above to confirm it works. We encourage you to take a few minutes after each workshop to complete the workshop evaluation. This will give the workshop presenters feedback on what was valuable to you and will identify opportunities for improvement. Following the conference, you will receive an email with a link to the conference evaluation. Again, we encourage you to complete the evaluation to let us know if the conference program met your needs and fulfilled your expectations. Your comments and suggestions are very valuable to us, and we appreciate receiving your opinions.

conference sponsors about the conference...8:00 am – 9:00 am registration (lobby) / breakfast...

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