Finance Track


About this Track


The Finance Alliance conference track sessions are focus on the Oracle/PeopleSoft Financials and EPM product areas. These demonstration type sessions allow attendees to learn how their peers have resolved situations such as mandated regulatory changes, system upgrades, product customizations, integration with other institutional finance and human capital modules as well as third party vendors, and institutional strategic re-alignment. Some of the sessions are panel discussions that allow for open dialogue where all who participate have the opportunity to voice concerns and garner advice. Other sessions focus on specific Oracle product feature overviews and the roadmap for future development.


Budget & Planning

The budgeting and planning track seeks to provide a forum for open discussion of budgeting and planning activities, technologies and strategic alternatives within various Oracle products including; PeopleSoft EPM (such as Budgeting and Planning), Hyperion EPM (such as Hyperion Planning and Hyperion Public Sector Planning and Budgeting), PeopleSoft Financials, and PeopleSoft Human Capital Management.

This Alliance conference track will offer a wide range of budgeting topics that focus on the development and participation of future budgeting, planning and forecasting communities of practice. Specific presentations featuring Oracle strategists and developers will cover general overviews of the products and future road maps to upcoming releases of the software. In addition the track strives to offer a broad range of sessions that focus on budget development, maintenance and reporting requirements. Presentations will include a focus on position management as it relates to the budgeting process as well as integration with other modules to manage workforce and other personnel resources. The sessions will also focus on a “best practice” approach to better planning and budgeting processes through interactive panel discussions, real-world industry cases, and other higher education and public sector technology demonstrations.

 

A Few of Our Sessions

Bridging the Gap: Moving from on premises budgeting to the cloud

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Peter Shumway
University of Wyoming
Business Analyst Executive

This presentation will cover how the University of Wyoming bridged the gap between on premises PeopleSoft budgeting applications to Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and the process it involved.

Budget Development at the University of Georgia using Hyperion Planning

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Rachel Cruz
University of Georgia
Budget Specialist

Come see how Hyperion is being used to create a more efficient budget process for our campus, extend timeframe for preparers to plan for original budget, streamline the processes of inputting the new budget, and provide a more detailed budget for end users in distributed areas.

How Rutgers Transformed Finance with Oracle EPM Cloud (ARCS, FCCS, PCMCS, EPBCS, EPRCS)

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Ernie DiSandro
Rutgers, The State University of New Jersey
Interim University Controller

Learn how Rutgers moved from manual, labor-intensive and disconnected practices to integrated EPM processes including account reconciliation; consolidation and close; expense allocations; budgeting, forecasting and planning; and performance reporting using the Oracle EPM (Hyperion) Cloud. They did this partnering with Performance Architects.

Our Complete Agenda


Note that this listing below includes sessions from other tracks that we think you may be interested in. If you are using our mobile app, make sure to select the track you see listed below in order to get that session added to your agenda!!

Click on any session to get additional details!!



Monday, March 4

Tuesday, March 5

Wednesday, March 6

 

 

General Ledger

With the growing need to do more with less, today’s finance professionals must adopt an attitude of constant learning and innovation. As technology becomes pervasive and social media becomes the norm, today’s workforce must be rooted in firm financial principles while constantly evaluating the changing landscape. The General Ledger Track at Alliance will help attendees do that. Emphasis will be placed on presentations that creatively address current issues by leveraging the available resources (technical or functional) in the areas of General Ledger, Asset Management, Reporting, nVision/Query/XML, Commitment Control, Treasury/Cash Management, and Inventory.

 

A Few of Our Sessions

How We Use Commitment Control for Budget Planning

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Shana Bynon
University of Baltimore
Systems Financial Specialist

At University of Baltimore, we use the functionality of Commitment Control to allow our users to plan changes to their budgets for the upcoming Fiscal Year.

Chart of Accounts Redesign and Transformation for UTSW Medical Center

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Helen Eddington
University of Texas Southwestern Medical Center
IR Manager

This session will focus on how UT Southwestern successfully implemented a Chart of Account redesign from the original assessment and design through go-live by establishing guiding principles as well as the creation of a standardized design structure for both the Academic and Hospital entities. The key challenge and success criteria involved moving away from a custom Chartfield segment.

PeopleSoft and Concur: The Magic Behind the Scenes

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Scott Stuart
University of Oklahoma Health Sciences Center
Financial Systems Admin

Let OUHSC show you how we magicly integrated PeopleSoft Financials and SAP Concur. We will provide tips and tricks on the employee load files, reports, as well as the integration with Accounts Payable. We will show you how we do our reconciliation between the concur system, our financials systems, and the credit card statements.

Our Complete Agenda


Note that this listing below includes sessions from other tracks that we think you may be interested in. If you are using our mobile app, make sure to select the track you see listed below in order to get that session added to your agenda!

Click on any session to get additional details!



Monday, March 4

Tuesday, March 5

How We Use Commitment Control for Budget Planning
Track: FIN: General Ledger
Tuesday, Mar 5th (8:30 AM - 9:30 AM)
PeopleSoft’s Financial Power Supports Your Distributed Accounting Needs
Track: FIN: General Ledger
Tuesday, Mar 5th (8:30 AM - 9:30 AM)
The Wild Ride of Commitment Control
Track: FIN: Budget and Planning
Tuesday, Mar 5th (9:45 AM - 10:15 AM)
Asset Management Roundtable
Track: FIN: General Ledger
Tuesday, Mar 5th (11:00 AM - 12:00 PM)
Chart of Accounts Design – The Key to Effective Reporting and Financial Management
Track: FIN: General Ledger
Tuesday, Mar 5th (11:00 AM - 12:00 PM)
Express Yourself! Using Conditional Expressions in SQL or PSQuery
Track: TECH: Reporting and Business Intelligence
Tuesday, Mar 5th (1:15 PM - 2:15 PM)
FIN: General Ledger Birds of a Feather
Track: FIN: General Ledger
Tuesday, Mar 5th (1:15 PM - 2:15 PM)
Quick Wins with Account Reconciliation Automation – Vanderbilt University
Track: FIN: General Ledger
Tuesday, Mar 5th (1:15 PM - 2:15 PM)
Using PeopleSoft Data Archive Manager
Track: FIN: General Ledger
Tuesday, Mar 5th (2:30 PM - 3:00 PM)
Converting Data for your ERP Implementation
Track: Cloud
Tuesday, Mar 5th (3:45 PM - 4:15 PM)
Receipt Accrual and Commitment Control: Dangerous Swamp Creatures
Track: FIN: Budget and Planning
Tuesday, Mar 5th (3:45 PM - 4:15 PM)
Asset Management - The acquisition table - critical data for managing property
Track: FIN: General Ledger
Tuesday, Mar 5th (3:45 PM - 4:45 PM)
Reallocating for new reporting needs
Track: FIN: General Ledger
Tuesday, Mar 5th (3:45 PM - 4:45 PM)
Oracle Cloud PPM: It’s not just for Grants anymore!
Track: Cloud
Tuesday, Mar 5th (4:30 PM - 5:00 PM)

Wednesday, March 6

 

 

Grants, Contracts and Billing

The Grants, Contracts, and Billing Track encompasses all aspects of the Grants, Customer Contracts, Project Costing, Customers, Billing, eBill and Accounts Receivable modules in PeopleSoft. This track is an excellent resource for information on these modules as well as integration with Third Party vendors. These modules work in conjunction with Commitment Control, Accounts Payable, Travel and Expense, Purchasing/POs, Asset Management, General Ledger, etc.

 

A Few of Our Sessions

Configuration Instead of Customization - Page and Field Configurator Tips and Tricks

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Tracy Okamura
University of California, Berkeley
Director, Berkeley Financial System

UC Berkeley has used Page and Field Configurator to reduce the number of customizations we have in place. Learn how to set up the page and field configurator along with limitations, tips and tricks.

Grant Reporting: Leverage BI Publisher and Connected Query to Increase Research Expenditures

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Christopher Pokorny
Cleveland State University
Manager, IT Services

Go step-by-step through building BI Publisher reports in PeopleSoft with real-world examples in the area of Grants Management. Live demonstrations include relating queries in Connected Query, designing report templates in Microsoft Word, running BI Publisher reports, and other tips and tricks. Among the reports covered is a PI Summary Report that has helped increase research expenditures.

Using AR Cash Drawer for Departmental Deposits

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Rashad James
Florida State University
Sr. Auxiliary Accounting Specialist

Participate in an interactive, discussion-based presentation based on Florida State University’s design and utilization of delivered PeopleSoft Cash Drawer functionality for departmental deposits. Understand the benefits and drawbacks of our setup, and become familiar with the types of transactions best suited for the Cash Drawer.

Our Complete Agenda


Note that this listing below includes sessions from other tracks that we think you may be interested in. If you are using our mobile app, make sure to select the track you see listed below in order to get that session added to your agenda!

Click on any session to get additional details!



Monday, March 4

Tuesday, March 5

Wednesday, March 6

 

 

Procurement to Pay

The Procurement-to-Pay (PTP) track provides educational opportunities as well as discussion forums on topics surrounding purchasing and payment activities, best practices, technologies and strategic planning. The track is designed to foster discussion of business practices and technology solutions by professionals involved in the procurement process. Participants focus on the complete procurement cycle from strategic sourcing, contract management, processing requisitions and purchase orders and asset acquisition through the most efficient invoicing and payment methods. Participants also cover the employee travel and expense reimbursement process and purchasing cards. This track covers all processes that are supported by the following products within the Oracle/PeopleSoft Financials suite: Purchasing, Accounts Payable, Expenses, eSettlements, eProcurement, eSupplier, Inventory, Strategic Sourcing and Contracts.

The Procurement-to-Pay Alliance conference track sessions are presented by functional and technical users of the Oracle/PeopleSoft Financials products. These demonstration type sessions allow attendees to learn how their peers have resolved situations such as mandated regulatory changes, system upgrades, product customizations and institutional strategic re-alignment. Some of the sessions are panel discussions that allow for open dialogue where all who participate have the opportunity to voice concerns and garner advice. Other sessions are designed to feature specific Oracle product feature overviews and the roadmap for future development.

 

A Few of Our Sessions

Creating an Activity Guide for 1099 Reporting

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Adam Bowling
Kentucky Comm. & Tech. College Sys
Financial Module System Administrator

Learn how Kentucky Community and Technical College System (KCTCS) took its manual 1099 reporting process and converted it to an Activity Guide

Improve End to End Supplier Relationships with PeopleSoft Fluid Supplier Solutions

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Bob Block
Oracle
PeopleSoft Product Strategy Manager

PeopleSoft Fluid Supplier Solutions

The Fluid Experience: Deciphering Fact from Fiction

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Brian Skelding
University of Michigan
Assistant Director for Financial Systems

Peoplesoft continues to embrace the Fluid concept, utilizing this approach for both navigation and conducting transactions. This panel discussion looks at how institutions have adopted this approach in their organization as well as where there is real value and conversely, where the product still leaves a lot to be desired.

Our Complete Agenda


Note that this listing below includes sessions from other tracks that we think you may be interested in. If you are using our mobile app, make sure to select the track you see listed below in order to get that session added to your agenda!!

Click on any session to get additional details!!



Monday, March 4

Tuesday, March 5

Wednesday, March 6