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Tuesday, October 8
 

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!

  1. W2s ✅

  2. 1099s ✅

  3. AP Checks ✅

  4. EFT/Checks ✅

  5. POs ☑️ (going live now)

  6. 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
avatar for Stephen Barker

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

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
JB

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

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
avatar for John Weathers

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

ERP Position Control and Staffing
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 2
Position Control, and Allocation/Budgeting of Our Most Valuable Asset, our staff
Speakers
RL

Ryan Lee

PowerSchool
avatar for Gable Dixon

Gable Dixon

Senior Solution Engineer, PowerSchool
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 2
  eFinancePlus / PowerSchool ERP, HR/PY
 
Wednesday, October 9
 

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
avatar for John Weathers

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 →
Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 2
  BusinessPlus, Core Financials & GL

11:00am PDT

Planning for Your 23.10 eFinancePlus Upgrade
Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 2
The latest eFinancePlus versions have a lot of valuable benefits that can empower your district’s business office.  In this meeting we will discuss how to plan for your upgrade, how to stay compliant, timeline considerations, change management strategies and much more.


Speakers
avatar for Wes Durham

Wes Durham

Director, Services Solutions, PowerSchool
DA
SNUG 2024 Preparing for your 23.10 Upgrade pdf
Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 2
  eFinancePlus / PowerSchool ERP

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
avatar for Anne Orlando-Brewer

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

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
avatar for Kyle Seymour

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
 
Thursday, October 10
 

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
avatar for Katrina Shuler

Katrina Shuler

Senior Systems Analyst, Anchorage School District
avatar for Chris Hampton

Chris Hampton

Systems Analyst, Heartland AEA
avatar for Teresa Williams

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
avatar for Katrina Shuler

Katrina Shuler

Senior Systems Analyst, Anchorage School District
Thursday October 10, 2024 9:40am - 10:35am PDT
Ambassador 2
  BusinessPlus, Core Financials & GL

10:50am PDT

PowerSchool SIS
Thursday October 10, 2024 10:50am - 11:45am PDT
Ambassador 2
Overview "Curious about PowerSchool SIS? Join us for a high-level overview of PowerSchool SIS functionality for administrators, teachers, parents, and students
Speakers
avatar for Alan Nguyen

Alan Nguyen

Senior Solution Engineer, PowerSchool
Alan believes in the power and relationships that teachers build to empower students to be their absolute best. After 10 years in the elementary education world as a teacher and school administrator, he brings his passion and educator perspective to his role as Solutions Engineer... Read More →
Thursday October 10, 2024 10:50am - 11:45am PDT
Ambassador 2
  PowerSchool Family
 
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