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Tuesday, October 8
 

10:00am PDT

Planning for Your 23.10 eFinancePlus Upgrade
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 6
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
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, IT/Admin

11:10am PDT

Finance 101
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 6
New to eFinance or have some new responsibilities? I'll review core system areas and things I wish I knew when I first started. Learn some tricks, tips, wildcards and shortcuts. Bring some of your questions too!
Speakers
avatar for Joshua Dyer

Joshua Dyer

Asst. Superintendent for Business - SNUG Past President, Monroe ISD
SNUG2024 eFP FA 101 pptx
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, HR/PY

1:05pm PDT

Miscellaneous Billing
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 6
Misc. Billing gives great reports for Customer aging and transactions
After setup data entry is very easy and cost effective.
Transactions integrate with GL.
Audit requirements satisfied with segregation of duties due to Several approval levels.


Speakers
avatar for Joanne Newfield

Joanne Newfield

Executive Director of Accounting, Chester Community Charter School
Joanne H. Newfield, CPA, CGMA, MBA, a graduate of Wharton Business School, has over thirty years accounting and management experience. Positions include:  Executive Director of Accounting for Chester Community Charter School (13 years), Controller/Consultant for Resource Management... Read More →
2024 National Conference PPT Misc Billing J Newfield revised pptx
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, HR/PY

3:45pm PDT

Finance/Accounting Roundtable
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 6
Share your knowledge, network, and learn something new from your PS ERP peers
Speakers
avatar for Charlotte Wemple

Charlotte Wemple

Senior Solution Specialist, Sourcewell
I have been with Sourcewell for 8 years. My roll is to support district through the implementation of eFinancePlus as well as offer training and support in the software.  My primary focus is the Fund Accounting side of the software.  Prior to Sourcewell, I worked in a school district... Read More →
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, HR/PY
 
Wednesday, October 9
 

8:30am PDT

AP Billing
Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 6
Speakers
avatar for Joanne Newfield

Joanne Newfield

Executive Director of Accounting, Chester Community Charter School
Joanne H. Newfield, CPA, CGMA, MBA, a graduate of Wharton Business School, has over thirty years accounting and management experience. Positions include:  Executive Director of Accounting for Chester Community Charter School (13 years), Controller/Consultant for Resource Management... Read More →
2024 SNUG Purchasing Policies and Procedures SG pptx
2024 Bank Reconciliation and AP Vendor Checks to GL pptx
Bank Rec Balancing Spreadsheet tool 2308 xlsx
Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, HR/PY

11:00am PDT

PowerSchool ERP - Future Positions
Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 6
Are you using Position Control or considering using it?  Come to this session to learn about the planned enhancements to allow you to view the position status as of today or a future date.  Help shape the future of PowerSchool ERP Position Control through your participation in this session.
Speakers
SA

Suzan Andrews

Product Manager, PowerSchool
Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP

12:55pm PDT

Advanced Workflows for Purchasing & Journal Entries
Wednesday October 9, 2024 12:55pm - 1:50pm PDT
Ambassador 6
Speakers
avatar for Joshua Dyer

Joshua Dyer

Asst. Superintendent for Business - SNUG Past President, Monroe ISD
SNUG2024 Presentation Advanced Workflow pptx
Wednesday October 9, 2024 12:55pm - 1:50pm PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, HR/PY

2:50pm PDT

ACA Reporting
Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Ambassador 6
This session will include discussions about setting up and using the eFinancePlus Affordable Care Act reporting solution.
Speakers
avatar for Sara Peterson

Sara Peterson

Senior Solution Consultant, Sourcewell
I have been with Sourcewell for 3 years. My role is to support districts through the implementation of eFinancePlus as well as to offer training and support in the software. My primary focus is the HR and Payroll side of the software. Prior to Sourcewell, I worked in the district... Read More →
ACA Power Point SNUG 2024 pptx
Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, HR/PY
 
Thursday, October 10
 

8:30am PDT

Vendor Punchout
Thursday October 10, 2024 8:30am - 9:25am PDT
Ambassador 6
Come learn about the Vendor Punchout module for Powerschool ERP/eFinancePLUS. Overall capabilities and options will be covered along with existing vendors with e-procurement connections.
Speakers
avatar for Joshua Dyer

Joshua Dyer

Asst. Superintendent for Business - SNUG Past President, Monroe ISD
SNUG2024 Presentation Vendor Punchout pptx
Thursday October 10, 2024 8:30am - 9:25am PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, Finance

9:40am PDT

Cognos - Hands on Workshop
Thursday October 10, 2024 9:40am - 10:35am PDT
Ambassador 6
Bring your report request for this hands on workshop. During this session we will answer questions and provide assistance as you work on creating your report.
Speakers
avatar for Charlotte Wemple

Charlotte Wemple

Senior Solution Specialist, Sourcewell
I have been with Sourcewell for 8 years. My roll is to support district through the implementation of eFinancePlus as well as offer training and support in the software.  My primary focus is the Fund Accounting side of the software.  Prior to Sourcewell, I worked in a school district... Read More →
Thursday October 10, 2024 9:40am - 10:35am PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, Miscellaneous

10:50am PDT

Fixed Assets
Thursday October 10, 2024 10:50am - 11:45am PDT
Ambassador 6
Learn the beneefits of Fixed Asset Capitalization and depreciation program.
After setup data entry is easily completed by clerical staff.
Segregation of duties via approval levels.
Speakers
avatar for Joanne Newfield

Joanne Newfield

Executive Director of Accounting, Chester Community Charter School
Joanne H. Newfield, CPA, CGMA, MBA, a graduate of Wharton Business School, has over thirty years accounting and management experience. Positions include:  Executive Director of Accounting for Chester Community Charter School (13 years), Controller/Consultant for Resource Management... Read More →
2024 National Conference Fixed Assets J Newfield pptx
Thursday October 10, 2024 10:50am - 11:45am PDT
Ambassador 6
  eFinancePlus / PowerSchool ERP, Finance
 
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