Operations Information Xchange May 28 2014 Agenda Items

Operations Information X-change May 28, 2014

Agenda Items • Welcome • Introductions of New Employees • FMLA Presentation Jen Pastorek • FY 15 Research Incentive Program • FY 14 Year End Instructions • Funds on Student Rocket Cards Debra Robertson Bryan Dadey Patty Peterson Steve Schissler • Closing Jen Pastorek

Introduction of New Employees AVP – Human Resources & Talent Development Ms. Jovita Thomas-Williams Executive Assistant to AVP Finance Ms. Toni Blochowski WELCOME TO UT!

Family and Medical Leave Act Debra Robertson

FY 15 Research Incentive Program Bryan Dadey

FY 14 Year End Procedures Patty Peterson FISCAL

Funds put on Student Rocket Cards Steve Schissler Angie Roach

Banner Update

What are we working on next? • Radioactive Material orders • “Stores Inventory” items

This is YOUR meeting! Email topics for consideration to be included in upcoming meetings to: Jennifer. pastorek@utoledo. edu

Future Meeting Highlights ü ü • • • Onboarding Students UT ID’s Family Medicine Clinics/Services (June) Policy review and renewal process (June) ADA Overview & Compliance (June) Departmental Deposits (June) Supplier Diversity Program (June) Purchasing 101 Refresher The world of Grants Accounting UT Foundation Overview Employee Education Opportunities Document Destruction Policy ALICE Training

Next Meeting Wednesday, June 25, 2014