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BAS Information

The BAS Forum is a periodic meeting that brings together business managers and others with financial or account management responsibilities from all of KSU's eight campuses. The Forums are designed to keep participants aware of current or upcoming business process improvements, system developments, or general topics of financial or business interest. Feedback and participation is encouraged by all attendees, and the sharing of ideas to achieve improved business solutions is one goal of these Forums.

BAS Forum Members  (list is updated quarterly)

 

Meeting schedules are below.

  • April  2009 -  CANCELLED
  • June 2009 - CANCELLED

The BAS Forum meetings have been temporarily suspended.  Communications will continue via the BAS ListServ.

 

2009 Meetings

February 11, 2009 

  • New Training Announcements
  • HR - New Forms
  • Notice of Voluntary Separation Workflow
  • Banquet Sales Invoicing
  • Procurement Updates
    • Print Management Project
    • Regency Technologies
  • Misc Updates
    • Passport Application and Renewal
    • IDC Reminders
    • 1099's
    • BAS Website updates

           Minutes from the February 11, 2009 BAS Forum
           Change in Status/Term Assignment Renewal Form
           Instructions for completion of the Change in Status/Term Assignment Renewal Form

 

2008 Meetings

December 10, 2008

  • Introduction of Gregg Floyd, VP Finance & Administration
  • Introduction of JoAnn Gustafson, Director of Internal Audit
  • IS Phone & Voicemail Survey
  • Overview of PMO - Project Management Office
  • Utility Forecast
  • Direct Deposit of Expense Reimbursements
  • Online Microsoft Training
  • Foreign Travel and Insurance Requirements

          Minutes from the December 10, 2008 BAS Forum 
          MS Office 2007 Online Learning - handout

October 8, 2008

  • Update on KSU Financials
  • RCM
  • Cognos Reporting Update
  • 2009 Benefit Enrollment
  • Donated Assets
  • Ohio Minimum Wage Increase
  • New IS Project Manager for Business and Finance
    • Introduction of Geri Hein
    • IS Update

Minutes from the October 8, 2008 BAS Forum
Student Report Directory (link to Cognos student reports)

August 13, 2008

  • Institute for Excellence in Leadership
  • Introduction of the New Manager of Talent Acquisition and Operations
  • Introduction of Acting Manager for IS Security
  • KSU Foundation Disbursements Policy
  • Microsoft Licensing Update
  • Misc. Information
    • Foreign Travel Insurance Seminar
    • Risks of Energy Drinks
    • Mail Services 1 hour seminars
    • Automobile incident/accident reporting
    • New moving expense summary form
    • Important reminders regarding student employment
    • New administrative policies available in policy register
    • Office of University Counsel half day seminar

         Minutes from the August 13, 2008 BAS Forum
         KSU Foundation Operating Policy - Disbursements from Spendable Funds
         Alcohol in Energy Drinks - A Growing Concern Among Employers
         Student Employment Reminders for 2008-2009 (handout)

June 11,  2008, Kent Student Center, Room 204 from 9:00 a.m. - 11:00 a.m.

  • Online Ethics Training
  • Dependent Eligibility Audit
  • Expenditure Policy Changes
  • Conflict of Interest
  • Verizon Wireless Savings Opportunity
  • Introduction of Yank Heisler to BAS Forum
  • Year End Reminders

        Minutes from the June 11, 2008 BAS Forum
        Cost Savings Tips for Wireless Plans (handout)

April 9,  2008, Kent Student Center, Room 204 from 9:00 a.m. - 11:00 a.m.

  • Kent State Emergency Action Plan
  • FAMIS Update
  • Employee Relations - Classified Performance Evaluations
  • Online Purchasing Card Workflow
  • Summer Appointments - reminder
  • Audit Updates
  • Updates, Reminders and Other Items


         Minutes from the April 9, 2008 BAS Forum
         Emergency Action Plan (handout)
         Employee Relations (handout)
         Updates, Reminders and Other Items (handout)
         Grants-Summer Salary (handout)

February 13, 2008 Kent Student Center, Room 204, from 9:00 a.m. - 11:00 a.m.

  • Supplier Diversity Initiative
  • Online Auction Updates
  • Computer Asset Disposals
  • Other Asset Disposals
  • HR Reorganization & Hiring Process Enhancements
  • IS Updates
  • Various Updates and Reminders

        Minutes from the February 13, 2008 BAS Forum
        Tentative FY '09 Budget Calendar

 

2007 Meetings

December 12, 2007 Kent Student Center, Room 310, from 9:00 a.m. - 11:00 a.m.

  • Financial Reporting Update
  • Expense Reimbursement
  • Enhancements & Traveline emails
  • Fixed Assets & PO Requisitions
  • Records and Archiving
  • Commodity Code File
  • Blanket PO Encumbrances
  • URL Updates
  • 2008 BAS Forum Schedule

         Minutes from the December 12, 2007 BAS Forum
         Guidance for Ordering Equipment in FlashCart

October 10, 2007 Kent Student Center Room 310 9:00 a.m. - 11:00 a.m.

  • IT Asset Disposal Procedure
  • IS Update
  • 2007 W-2 Forms
  • Foundation Reporting
  • Incomplete IDC Journal Entries
  • Banner Finance Training
  • CashNet Change Effective November 19, 2007

         Minutes from the October 10, 2007 BAS Forum
         Finance Self Service Queries (handout)
         Finance Self Service Quick Tips (handout)

 

August 8, 2007 Kent Student Center Room 310  9:00 a.m. - 11:00 a.m.

  • Internal Audit Reminders
    • Expense Reimbursement
    • Purchasing Card Approval
    • Safeguarding Assets < $2,500
  • New Payable Processes & Forms
  • Commodity Codes
  • Month End Financials
  • Banner Finance Self Service Demo
  • Software Licenses
  • Student Employment Reminder
  • BAS Forms Library
  • 2008 BAS Forums

Minutes from the August 8,2007 BAS Forum

June 13, 2007  Kent Student Center Room 310  9:00 a.m. - 11:00 a.m.

  • Student Employment Pay Plan
  • Procurement Issues
    • FlashCart
    • Commodity Codes
    • AP Forms
    • Imaging Application
    • Expense Reimbursement
  • Year End Deadlines
  • Banner Finance Training
  • OUA Process Change
  • Upcoming Postal Training
  • General Encumbrance Survey

         Minutes from the June 13, 2007 BAS Forum
         Listing of commodity codes
         Check request procedures and documentation guidelines

April 11, 2007   Kent Student Center Room 310  9:00 a.m. - 11:30 a.m.

  • HR Time Reporting
  • Kronos and IT Update
  • PRA's
  • SciQuest and Purchasing
  • Expense Reimbursement
  • Banner Finance Access and Training
  • Online Auctions
  • Upcoming Postal Changes

        Minutes from the April 11, 2007 BAS Forum
        Banner Reporting PowerPoint presentation
        PRA Workflow PowerPoint presentation
        Banner Finance Implementation Projected Milestones
        Mail Services PowerPoint Presentation

February 21, 2007  Kent Student Center Room 204  8:30 a.m. - 11:00 a.m.

  • RCM - ResponsibilityCenter Management 

        RCM Powerpoint presentation
        RCM Feedback / Q & A
        RCM Committee Members

  • January 2007 Labor Reporting
  • Grant Accounting Effort Cert Changes
  • Purchasing Card and Traveline updates
  • Lotus Notes to Microsoft Office
  • Kronos & IT Update
  • Banner Finance Users
  • FY 2008 Budget Calendar

        Minutes from the February 21, 2007 BAS Forum
        Kronos Problems and Solutions table       
        FY 08 Budget Calendar 
        FY08 Budget Officers

 

2006 Meetings

December 13, 2006    Kent Student Center Room 310  9:00 a.m. - 11:00 a.m.

  • Project Keys
  • Banner Chart of Accounts
  • IS  reorganization
  • Identifying requisitioners
  • Purchasing card changes
  • Kronos & IT update
  • Reminder about insurance session
  • Updates / changes to BAS website

        Minutes from the December 13, 2006 BAS Forum

October 11, 2006

  • Welcome                                                
  • Independent Contractors                   
  • RPIE Website and Reporting             
  • Reporting LIne                                       
  • Foundation Reporting                           
  • Revision in Salary Distributions         
  • Purchasing Card                                   
  • Upcoming Insurance Session            
  • Updates                                                  
    • Traveline
    • Office Max 
    • Banner Finance Self Service Training
  • Questions and Closing Remarks      

        Minutes from  the October 11, 2006 BAS Forum

August 9, 2006

  • Welcome                                                 
  • Updates                                                   
    • Travel         
    • Project KEYS   
  • Procurement/Payments Imaging Demonstration    
  • Computer Security Issues
  • Kronos, FAMIS and Other IS Initiatives
  • Enrollment Management
  • Insurance Presentation Reminder
  • Caregivers Group
  • Questions and Open Discussion

        Minutes from the August 9, 2006 BAS Forum

June 14, 2006

  • Welcome
  • Travel Policy Overview
  • Traveline and Travelport
  • Reminder about Fiscal Year End Issues and Password Resets
  • Upcoming August Insurance Presentation
  • Questions and Open Discussion

        Minutes from the June 14, 2006 BAS Forum
        Traveline/Travelport Powerpoint Presentation

April 12, 2006

  • Welcome and Introduction of New Members
  • Update on ERP - Project KEYS
  • Purchasing Update on the MBE Project and Traveline
  • IT Update
  • SPAM Filtering Project
  • Grants Accounting - Summer Salaries and Year End Issues
  • Internal Audit - Recent Audit Issues and Year End Reminders
  • Fiscal Year End Reminders
  • Questions and Open Discussion

        Minutes from the April 12, 2006 BAS Forum

February 8, 2006

  • Welcome and Introduction of New Members
  • IT Update
  • Computer Security Update
  • Understanding Financial Reports for Grants Accounting
  • FY 2007 Budget Calendar
  • Budget Issues
  • Accounts Payable Update
  • Questions and Open Discussion

        Minutes from  the February 8, 2006 BAS Forum

2005 Meetings

 
 

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This page was last modified on July 4, 2009