Agenda
Automating Grants Billing in a Matrixed Organization
Track: Finance
Session Number: 9837
Date: Wed, Mar 1st, 2023
Time: 12:00 PM - 12:30 PM
Description:
Kaiser Permanente (KP) has 9 research centers and 1 School of Medicine. KP has recently launched a Billing Automation improvement project to automate further billing processes, leverage new billing features, and functionality, and reduce manual steps to ultimately improve the timing of creating invoices and receiving payments related to grants. Come learn about the improvements they are introducing as well as lessons learned.
Sub-Categorization: Grants, Contracting and Billing
Session Type: Presentation
Session Length: Mini Session (30 min)
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: Functional
Knowledge level: Basic
Tell us about you!: Jessica Mann has over 20 years of in-depth PeopleSoft experience, specializing in Grants Management solutions and has presented at various PeopleSoft Conferences and led training and discussion groups. Teresa Leung has over 20 years of non-profit/education administrative management of Sponsored Research Administration and is a subject matter expert in various components of PeopleSoft Grants.
Sub-Categorization: Grants, Contracting and Billing
Session Type: Presentation
Session Length: Mini Session (30 min)
ERP Systems: PeopleSoft
Platform Type: On-premise
Target Audience: Functional
Knowledge level: Basic
Tell us about you!: Jessica Mann has over 20 years of in-depth PeopleSoft experience, specializing in Grants Management solutions and has presented at various PeopleSoft Conferences and led training and discussion groups. Teresa Leung has over 20 years of non-profit/education administrative management of Sponsored Research Administration and is a subject matter expert in various components of PeopleSoft Grants.
Speakers
Primary Presenter
Trecia Leung
Sr Director, Sponsored Research Admin
Kaiser Foundation Research Institute
Co-Presenter
Jessica Mann
Managing Director – Grants Management
Spear MC
