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So far two sessions of the 6th Annual Finance Symposium has been completed. The last one will be August 8th and 9th. If you want more information about signing up for that session please see the previous post.

For those of you who have already attended the Finance Symposium you can click on the links below to download copies of the handouts used. The handouts are arranged by day. Note that the Day 2 handouts are mostly bundled in one download.

Day One:
Overview/Agenda
TSDS Instructions
HR/PR Day One PP
EOY HR/PR To Do List
EOY W-2 To Do List
How to Add or Edit Historical Service Records
Opening a New Instructional Period
Promote Contracts & Positions
PEIMS Role ID C021
PEIMS Auxiliary Role ID C213

Day Two:
Overview/Agenda
TEA Matrix
Remaining Day 2 Documents includes the following:

EOY Finance To Do List
Day Two PP
Reclassify a Transaction w/ an AP Statement
Cash Account & GL Do Not Balance
Training Refreshers
Reports to Auditor
Reconcile Vendor Aged Payables