2024 SNUG K-12 National Conference: Full Schedule

5:00pm PDT

BusinessPlus Meet & Greet

Monday October 7, 2024 5:00pm - 7:00pm PDT

Come join your fellow attendees for snacks and beverages. Sponsored by PowerSchool. This 2-hour event will allow you to socialize and meet new people using the same PowerSchool products you use.

INTERNATIONAL CHIPS AND DIPS
Stone Ground Tri-Colored Tortilla Chips | Crispy Pita Chips | French Baguette Crostini
Black Bean & Corn Salsa | Guacamole | Pico de Gallo
Traditional Hummus | Spicy Red Pepper Hummus
Spinach Artichoke Dip | Boursin Cheese Spread

IMPORTED & DOMESTIC ARTISANAL CHEESES
Imported Hard and Soft Ripened Cheeses | Domestic Hard and Soft Ripened Cheeses
Assorted Nuts | Dried & Fresh Fruits | Berries
Crusty Breads | Savory Crackers

Monday October 7, 2024 5:00pm - 7:00pm PDT
East Patio

BusinessPlus

10:00am PDT

ELF to PDF

Tuesday October 8, 2024 10:00am - 10:55am PDT

Ambassador 2

We have/and are in the process of moving all our ELF forms to PDF!

W2s ✅
1099s ✅
AP Checks ✅
EFT/Checks ✅
POs ☑️ (going live now)
Process of editing signatures and updating logos at Clay.

This is a high level overview of what we have learned along the way, mistakes you can avoid and best practices we have learned.

Speakers

Stephen Barker

Programmer/Analyst, Clay County District Schools

ELF to PDF Clay pptx

W2 Output Check List xlsx

sp W2 Flag Update sql

AP Checks After tif

AP Checks Before tif

AP checks psd

Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 2

BusinessPlus, Core Financials & GL

10:00am PDT

Intro to CDD

Tuesday October 8, 2024 10:00am - 10:55am PDT

Ambassador 3

Speakers

Tony Chapman

Owner, Streamfine Consulting

5 years experience with SunGard as a BusinessPLUS Tools Consultant. 13+ years operating as an independent consulting firm providing reporting, workflow, security, and custom web form development. I do it because I enjoy the work!I love skiing on water and snow! When I'm not on the... Read More →

Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 3

BusinessPlus, IT/Admin

10:00am PDT

New Employee to 1st Check - Part of 1

Tuesday October 8, 2024 10:00am - 10:55am PDT

Ambassador 1

Speakers

Teresa Williams

Sr Software Analyst - SNUG President-Elect, Muscogee County School District

New Employee to 1st Pay Check (HR) Part 1 pptx

Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 1

BusinessPlus, HR/PY

11:10am PDT

(B+) ERP Executive Roundtable

Tuesday October 8, 2024 11:10am - 12:05pm PDT

Celebrity G

Opportunity to provide feedback and share experiences on product, services and support relating to BusinessPlus

Speakers

Jacqui Nielsen

Vice President, Product Management

Jess Gartner

PowerSchool

Tuesday October 8, 2024 11:10am - 12:05pm PDT
Celebrity G

BusinessPlus

11:10am PDT

Budgeting Refresher

Tuesday October 8, 2024 11:10am - 12:05pm PDT

Ambassador 2

This session will cover the basics of setup, input and reporting of budgeting in BusinessPlus.

Speakers

John Boyd

Sr. Business Analyst, Oakland Schools

9+ years supporting and implementing BusinessPlus for 21 school districts in Michigan, focusing on GL, Budgeting, A/R and Bank Reconciliation.

SNUG2024 Budget Refresher pptx

Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 2

BusinessPlus, Core Financials & GL

11:10am PDT

Equifax Employment Verification Services

Tuesday October 8, 2024 11:10am - 12:05pm PDT

Ambassador 1

Interested in saving hours of operational time responding to repetitive requests for salary verifications? Learn how an integration with Equifax can add fte back into your human resource and payroll departments and improve delivery of verifications to all district staff. It's a win-win you'll want to hear about!

Speakers

Gayla Jenner

Director of Compensation and Benefits, Everett School District

Automated Verifications for Your Employees The Work Number Product Sheet PDF

Employee The Work Number Flyer pdf

The Work Number Product Sheet PDF

Employment Verification Integration with Equifax pdf

Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 1

BusinessPlus, HR/PY

1:05pm PDT

Application Managed Service

Tuesday October 8, 2024 1:05pm - 2:00pm PDT

Celebrity A

PowerSchool has a wide variety of managed service offerings to support your districts resource planning systems. Join us to learn more about how PowerSchool managed services can benefit your district.

Speakers

Wes Durham

Director, Services Solutions, PowerSchool

SNUG 2024 PowerSchool ERP Managed Services pdf

Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Celebrity A

BusinessPlus

1:05pm PDT

B+ Tools/Tech Roundtable

Tuesday October 8, 2024 1:05pm - 2:00pm PDT

Ambassador 3

This is an open floor discussion. Please come with topics, questions, information, etc regarding anything relating to B+ Tools & Technology. This session will be informal.

Speakers

Chris Hampton

Systems Analyst, Heartland AEA

SNUG'24 B+ Tools Tech Roundtable pptx

Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 3

BusinessPlus, IT/Admin

1:05pm PDT

PCard - Ground zero to fully functioning

Tuesday October 8, 2024 1:05pm - 2:00pm PDT

Ambassador 7

Business Plus P-Card Reconciliation Process

Purchase Installation
System Setup
Statement Import
Reconciliation
Workflow
AP Import
Reporting
Distribution Posting Strategy

Speakers

John Mescall

ITS Coordinator - ERP Team, Clay County Schools

Business Plus P Card Processing pdf

Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 7

BusinessPlus, Core Financials & GL

1:05pm PDT

WH/FA/SI/PO Integration - Part of 1

Tuesday October 8, 2024 1:05pm - 2:00pm PDT

Ambassador 2

SI - Stores processes-setup and PO-Receiving
FA - Classes & coded values - as well as depreciation

We will go through the processes and screens for stores inventory setup, reports to help your
purchasing department know what is needed to get inventory back to the min/max you have setup.

You see the processes for setting up FA classes and coded values as well as even updating the
depreciation templates, and you will also see how the values are used in the fixed asset information
screen.

Speakers

John Weathers

Warehouse Manager, West Des Moines Community Schools

I'm John Weathers, West Des Moines Schools, Warehouse Manager. I manage our Fixed Asset inventory for the district, Stores Inventory, including purchasing of district supplies, and assets, including everything between furniture up to vehicles.I enjoy learning new tips and tricks... Read More →

Session 1 stores adding receiving FA setup handout docx

Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 2

BusinessPlus, Core Financials & GL

3:45pm PDT

CDD - XLG

Tuesday October 8, 2024 3:45pm - 4:40pm PDT

Ambassador 3

Are your users always saying "This report is great... can I get it in Excel?" If so, let me introduce you to the wonderful world of the XLG scriptlet. XLG will allow your users to download information into a sortable, filter-able Excel format. Even if you have little experience with CDD reports, if you're intrigued, please join us!

Speakers

Liz Mcfarland

Business Applications Manager, Federal Way Public Schools

PNW SUG Board member. Advocate for systems that work together, streamlining processes, and improving efficiencies. Fan of Mariners baseball, Seahawks football, and Huskies of any type. And curling.

CDD Reports pdf

XLG pdf

SNUG2024 Presentation CDD and XLG pdf

Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 3

BusinessPlus, IT/Admin

3:45pm PDT

PY Contract Balancing

Tuesday October 8, 2024 3:45pm - 4:40pm PDT

Ambassador 1

Join the PowerSchool Services team in learning payroll contracts balancing and reconciliation best practices. Learn strategies used by BusinessPlus school districts and PowerSchool to ensure that your pay assignments earned and paid values are always in balance.

Speakers

Wes Durham

Director, Services Solutions, PowerSchool

PY Contract Reconciliation pdf

Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 1

BusinessPlus, HR/PY

8:30am PDT

B+ Integration with Talent/Records

Wednesday October 9, 2024 8:30am - 9:25am PDT

Ambassador 1

Overview of the BusinessPlus and Records integration and how it will streamline your work.

Speakers

Wes Durham

Director, Services Solutions, PowerSchool

Jigyasa Arora

PowerSchool

BP Records Integration SNUG 2024 pdf

Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 1

BusinessPlus, HR/PY

8:30am PDT

Intro to Workflow

Wednesday October 9, 2024 8:30am - 9:25am PDT

Ambassador 3

Speakers

Tony Chapman

Owner, Streamfine Consulting

Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 3

BusinessPlus, IT/Admin

8:30am PDT

Manage and the Future of ERP Reporting (Replacing) Introduction to Financial Reporting with Tableau

Wednesday October 9, 2024 8:30am - 9:25am PDT

Celebrity G

Get a tour through some use cases for the Allovue Manage software as it exists now, some insight into how we're hoping to grow that ERP reporting platform next year, and help to guide us to develop the things most important to you.

Speakers

Maggie Lubberts

PowerSchool

Wednesday October 9, 2024 8:30am - 9:25am PDT
Celebrity G

BusinessPlus, Core Financials & GL

8:30am PDT

WH/FA/SI/PO Integration - Part 2

Wednesday October 9, 2024 8:30am - 9:25am PDT

Ambassador 2

SI - Building on Stores & Inventory
FA - Reporting - Updating & helpful depreciation reports

Processes will be shown for creating a stores order, running pick and packing slips, and even the (4)
processes used for stores inventory. Getting familiar with the fixed asset screens, multiple asset reports.
Also, the depreciation reports and depreciation posting process.

Speakers

John Weathers

Warehouse Manager, West Des Moines Community Schools

Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 2

BusinessPlus, Core Financials & GL

11:00am PDT

(B+) ERP Executive Roundtable

Wednesday October 9, 2024 11:00am - 11:55am PDT

Celebrity F

Opportunity to provide feedback and share experiences on product, services and support relating to BusinessPlus

Speakers

Jacqui Nielsen

Vice President, Product Management

Jess Gartner

PowerSchool

Wednesday October 9, 2024 11:00am - 11:55am PDT
Celebrity F

BusinessPlus

11:00am PDT

Budget 2.0 (Replaces API)

Wednesday October 9, 2024 11:00am - 11:55am PDT

Ambassador 3

Get a sneak-peek into the future of Allovue's Budget 2.0 software and give feedback and make suggestions about the things you want on the roadmap next.

Speakers

Maggie Lubberts

PowerSchool

Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 3

BusinessPlus, IT/Admin

11:00am PDT

Position Control

Wednesday October 9, 2024 11:00am - 11:55am PDT

Ambassador 1

Optimizing Staffing for Success

Explore the vital role of Position Control in the everyday operations and long-term success of school districts. This presentation will cover how Position Control ensures accurate staffing management, from daily use to annual processes, impacting overall budgeting and resource allocation. Learn how effective Position Control supports financial planning, promotes efficiency, and contributes to the success of your organization by aligning staffing with strategic goals and operational needs.

Speakers

Kyle Seymour

Supervisor of Budget, Clay County District Schools

Position Control SNUG 2024 pptx

Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 1

BusinessPlus, HR/PY

12:55pm PDT

Formatting Interfacing Files

Wednesday October 9, 2024 12:55pm - 1:50pm PDT

Ambassador 3

This session will offer a high-level overview of the various B+ application provided methods for formatting import and export interfacing files while highlighting useful foundations for seamless data integration.

Speakers

Chris Hampton

Systems Analyst, Heartland AEA

SNUG'24 Formatting Interfacing Files pptx

Wednesday October 9, 2024 12:55pm - 1:50pm PDT
Ambassador 3

BusinessPlus, IT/Admin

12:55pm PDT

HRPY Utilities

Wednesday October 9, 2024 12:55pm - 1:50pm PDT

Ambassador 1

Did you know Business Plus has approximately 25 utilities designed to streamline your everyday processes? In our upcoming discussion, we will highlight the most widely used utilities with a primary focus on the Benefit Assignment Utility, Salary Definition Utility, and Pay Assignment Utility.

Speakers

Melanie Evans

Senior Business Analyst, Oakland Schools

HRPY Utilities SNUG 2024 pdf

Wednesday October 9, 2024 12:55pm - 1:50pm PDT
Ambassador 1

BusinessPlus, HR/PY

12:55pm PDT

Recurring Calculations

Wednesday October 9, 2024 12:55pm - 1:50pm PDT

Ambassador 2

Discussion of the Recurring Calculations Module which will include: How a calculation is created and run, how to utilize View Immediate Results, and what uses, other than yearly balance forward entries, can this process be used for. Presentation will be uploaded the night before the session.

Speakers

Anne Orlando-Brewer

Application Support/Payroll, St. Clair County RESA

23+ years of experience using/supporting BusinessPlus. Work on a FIS helpdesk that supports 14 separate databases (12 school districts and 2 academies). Also contracted to provide all payroll services for a school district.

SNUG2024 Recurrent Calculations pdf

Wednesday October 9, 2024 12:55pm - 1:50pm PDT
Ambassador 2

BusinessPlus, Core Financials & GL

2:50pm PDT

(B+) ERP Executive Roundtable

Wednesday October 9, 2024 2:50pm - 3:45pm PDT

Celebrity G

Opportunity to provide feedback and share experiences on product, services and support relating to BusinessPlus

Speakers

Jacqui Nielsen

Vice President, Product Management

Jess Gartner

PowerSchool

Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Celebrity G

BusinessPlus

2:50pm PDT

ATS/B+ Integration

Wednesday October 9, 2024 2:50pm - 3:45pm PDT

Ambassador 1

We will review the various screens/fields within BusinessPlus that are used to integrate with TalentEd Applicant Tracking.

We will look at the Recruitment (RM) screens in BusinessPlus.

I will show how information goes from B+ to ATS to create a job posting, and how a hire comes back into BusinessPlus to create HREMEN and HRPYPA records.

Speakers

Alex Koenen

HR Specialist, West Des Moines Comm Schools

ATS BPlus Integration pdf

Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Ambassador 1

BusinessPlus, HR/PY

2:50pm PDT

CDD & Workflow

Wednesday October 9, 2024 2:50pm - 3:45pm PDT

Ambassador 3

Speakers

Tony Chapman

Owner, Streamfine Consulting

Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Ambassador 3

BusinessPlus, IT/Admin

2:50pm PDT

Employee to 1st Check - Part 2

Wednesday October 9, 2024 2:50pm - 3:45pm PDT

Celebrity H

Speakers

Teresa Williams

Sr Software Analyst - SNUG President-Elect, Muscogee County School District

New Employee to 1st Pay Check (PY) Part 2 pptx

Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Celebrity H

BusinessPlus, HR/PY

2:50pm PDT

Position Budgeting

Wednesday October 9, 2024 2:50pm - 3:45pm PDT

Ambassador 2

From Setup to Execution

This comprehensive session will guide you through every stage of Position Budgeting, from initial setup to effective execution. You'll learn how to set up the Position Budget module, integrate it with financial and HR data, and make informed decisions using scenario planning. We’ll explore the impact of accurate position budgeting on long-term financial health and overall budget management, highlighting how it influences resource allocation, staffing plans, and organizational efficiency.

Speakers

Kyle Seymour

Supervisor of Budget, Clay County District Schools

Position Budget SNUG 2024 pptx

Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Ambassador 2

BusinessPlus, Core Financials & GL

8:30am PDT

CDD - SQL

Thursday October 10, 2024 8:30am - 9:25am PDT

Ambassador 3

Did you know that SQL queries can be easily converted into CDD Reports? In this session we will cover the how-to involved in doing exactly that.

Speakers

Liz Mcfarland

Business Applications Manager, Federal Way Public Schools

PNW SUG Board member. Advocate for systems that work together, streamlining processes, and improving efficiencies. Fan of Mariners baseball, Seahawks football, and Huskies of any type. And curling.

Sample SQL for report txt

Click, Drag & Drill (CDD) pdf

SQL Basics Cheat Sheet pdf

SNUG2024 Presentation CDD using SQL update 10.9.24 pdf

Thursday October 10, 2024 8:30am - 9:25am PDT
Ambassador 3

BusinessPlus, IT/Admin

8:30am PDT

Payroll Encumbrances

Thursday October 10, 2024 8:30am - 9:25am PDT

Ambassador 1

Payroll encumbrance is the process of creating encumbrance transactions for salaries and employer contributions in the encumbrance database that will update the general ledger. This session will cover the setup and process to create these transactions.

Speakers

Heather Campbell

FIS Manager, St. Clair County RESA

SNUG 2024 Payroll Encumbrances pdf

SNUG 2024 Payroll Encumbrances pptx

Thursday October 10, 2024 8:30am - 9:25am PDT
Ambassador 1

BusinessPlus, HR/PY

8:30am PDT

PO/AP Panel Discussion

Thursday October 10, 2024 8:30am - 9:25am PDT

Ambassador 2

This session will explore how the Purchasing and Accounts Payable modules work together in BusinessPlus. For starters, we will talk about the benefits of using purchase orders, the impact of paying against a PO, using three way match, account splits, and PO pay tolerances.

Due to speaker absence, presenters will lead a panel discussion on these topics.

Speakers

Katrina Shuler

Senior Systems Analyst, Anchorage School District

Chris Hampton

Systems Analyst, Heartland AEA

Teresa Williams

Sr Software Analyst - SNUG President-Elect, Muscogee County School District

Thursday October 10, 2024 8:30am - 9:25am PDT
Ambassador 2

BusinessPlus, Core Financials & GL

9:40am PDT

B+ Finance Roundtable

Thursday October 10, 2024 9:40am - 10:35am PDT

Ambassador 2

Speakers

Katrina Shuler

Senior Systems Analyst, Anchorage School District

Thursday October 10, 2024 9:40am - 10:35am PDT
Ambassador 2

BusinessPlus, Core Financials & GL

9:40am PDT

Default Business Rules - Part 1

Thursday October 10, 2024 9:40am - 10:35am PDT

Ambassador 3

All things Business Rules:

What are they?
Components of
Core Structure
Each Function
Custom Error Messages

Notes: Session 1 will flow directly into Session 2. I will be doing a demo of each function. The PowerPoint that will be attached prior to conference will serve as notes. I will not be referencing it during the session. You may find it helpful to print prior to arrival.

Speakers