Financial Services
Controllers Group

Purpose
Financial Services has designated employees with significant financial responsibilities at BYU-Idaho as a "controller".  Controllers are invited to attend the semi-annual Controllers Group Conference.  The purpose for the conference is to educate, inform, train and help controllers as they conduct the financial dealings of the university.  The conference lasts one hour.  Time is spent presenting key issues, facilitating discussions and answering questions. The key to the success of this conference is attendance and participation.

Summaries of the past conferences are posted below.

July 29, 2004

November 19, 2004

May 20, 2005

November 9, 2006

   Risk PowerPoint (Russ Benedict)

   Risks We Insure PowerPoint (Shane Webster)

 

May 18, 2007
   Account Review PowerPoint  (Layne Hymas)
   Changes to PO Process and Student Travel Policy  (Darin Lee)

   New General Ledger Drill Down Capabilities  (Layne Hymas)

   Cash Withdrawal Limits from Cashiers  (Jim Terry)

   Wire Transfer Instructions  (Jim Terry)

   Class Fees  (Lee Workman)

   Q&A

November 1, 2007
   Gift Management PowerPoint (Shane Webster)
   Gift Management Video Clip (President Clark)

May 29, 2008
   HTH Worldwide Travel Insurance Program  PowerPoint (Tyler Andreasen)
   Cash Payments to Students PowerPoint (Brian Wright)

November 13, 2008
   Privacy Training (Russ Benedict)
   Management of Auxiliary, Service Org and Student Support Fund Balances (Russ Benedict)
      Estimate of Target Fund Balance Worksheet (Russ Benedict)
   Retirement Contribution, Stewardship Training, Risk Assessment (Shane Webster)

 November 12, 2009

    Employee Gifts, etc. PowerPoint (Carla Ricks)

    Gift Management Update  PowerPoint (Shane Webster)

    University-wide Risk Assessment Update  PowerPoint (Tyler Andreasen)

    Materials and Supplies Inventory Management  Discussion (Russ Benedict)

November 11, 2010

    Instructions for Using Web Financial Statements (Shane Webster)

April 21, 2011

    Review of Purchasing Card Data (Kevin Allred)

    Changes in Philanthropic Budgeting (Shane Webster)

September 29, 2011
    Introducing CASHNet® (Brian Wright)

    Account Authorization Changes (Layne Hymas)

    Changes to Encumbrances on Financial Reports (Shane Webster)

    Data Security Measures on Mobile Devices (Doug Thompson)

        BitLocker Tutorial                       Eraser Documentation

        Encryption PowerPoint               TrueCrypt Beginner’s Tutorial

   

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