University at Buffalo (UB) 
Administrative Services Gateway
Administrative Services GatewayBuilding partnerships through collaboration
Administrative Services GatewayView presentations and session descriptions for past UB Business Day events.
Presenter: Valerie Dennis, Financial Management
UB has significant investments in assets and is committed to recording, maintaining and safeguarding those assets against loss. This session will review the responsibilities of departments involved in managing UB's assets. Topics will include physical inventory, tagging, security and disposals.
Presenters: Michael Koziej, Justine Wheeler; Campus Mail
Meet with the Campus Mail staff and learn more about UB's mail and package delivery services, learn about how addressing impacts your on-campus mail/packages and how the different mail vendors make deliveries. We will end the session with an overview of UB's outgoing mail services including:
Presenter: Paula Detran, Stephen Russell; The Travel Team
Learn about the benefits of Booking with Concur and the Travel Team. The session will cover unused tickets, tools in Concur (UB's travel and expense reimbursement system) and going from travel to expense. For UB/Organizational Benefits, Users and Admins.
Presenters: Jessica Best, Sponsored Project Services; Jamie Bluhm, Workforce Planning and Recruitment
Ah yes, the age-old question … OK, not really, but one we need to have answered either way. Hear about the exciting way UB determines if an individual providing services on your faculty’s grant is an independent contractor or an employee. The session will cover what this determination means in the proposal stage, and, if awarded, what the overall process will be. Presenters will share the plan to make the process as easy as possible and equip you with answers for when your PIs ask questions.
Presenters: Kathleen Heckman, Mark Rotella, Nicole Shepherd; University Advancement
Join members of the University Advancement team for an engaging session on the art and science of fundraising and donor stewardship in higher education. Discover how campus partners play a pivotal role in ensuring every donation makes a profound difference, reflecting the donor's vision while advancing the institution's mission. Gain insights into best practices, case studies and collaborative approaches that transform generosity into tangible impact. Let's unlock the true potential of philanthropy together!
Presenters: Tyler Bauer, Organizational Development and Effectiveness; Andrea Roy, Malinda Keidel, Janelle Toner, Business Reporting & Systems
An introduction to project management in Business Services. Learn to organize and communicate project plans with project sponsors, teams and stakeholders. We will discuss task tracking, coordinating and facilitating project meetings and ensuring the project is completed in a timely manner.
Presenters: June Sokolowski, Ryan Lysarz, Nina Johnson; Purchasing and Contract Services
Guidance on how to purchase your scientific needs for Research & Clinical Activities and Economic Development Initiatives. Learn about strategic sourcing for specialized scientific systems, basic equipment, consumables, analysis, maintenance agreements and repairs.
Presenter: Brian O’Connor, Office of Institutional Analysis
Higher education, like many industries, is drowning in data and starving for information. UB’s Office of Institutional Analysis (OIA) has attempted to remedy that situation through the development of self-service dashboards that give wide-ranging audiences access to actionable intelligence to inform their decision-making. This session will explore some key components in the evolution of a more data literate campus, and specific steps taken in this journey to date. Participants will see demonstrations of select dashboards with examples of their specific use to inform decisions for various audiences.
Presenters: Anne Reed, Janeen Wilder; Office of Micro-Credentials
Learn more about micro-credential programs and digital badges offered through the Office of Micro-Credentials at UB. We will define common terminology and identify programs available to UB staff to take you to the next level of your career.
Presenters: Thomas Okon, Scott Pochron; Business Reporting & Systems
Learn how to customize SIRI reports to meet your business needs, save those customizations and re-use them. See how fields can be added or removed, sorts and totals modified and new prompts and sections added. You’ll also get a glimpse of new and upcoming reports and dashboards geared toward managing travel and procurement activities. The focus of the session is on financial data, but the concepts shown will apply across all of SIRI.
Presenter: Pamela Hyman; Print Services
Learn to utilize Print Services' new online ordering system including registration, placing and managing orders. Get a refresher on services available to support teaching, research, outreach and the student experience.
Presenters: Alex Borichevskiy, Bethany Scibetta, Dylan Lambert; Purchasing and Contract Services
Learn how to purchase commodities and services. This session will provide information on different methods of purchasing, basic policy requirements for each funding source (State, Research, UBF), an overview of the role of UB units in the purchasing process and ShopBlue catalogs/process flow.
Presenter: Joshua Sticht, University Police
Focus on recognizing concerning behavior from students and other community members and the resources available at UB to keep all safe. The session includes a short case study of how the University Police Department partners with other agencies to get help for people showing troubling conduct and language.
Presenters: Erin Guiffrida, Carrie Hutchins, Sean Wong; Financial Management
Learn more about the different types of fee revenue collected on campus and the appropriate accounts revenue should be deposited into. Explore the evolution of UB, Research Foundation and UB Foundation Marketplace, review their functionality and preview upcoming enhancements for the product.
Presenter: Kara Kearney-Saylor, Internal Audit
Understand hot topics in risk and how it impacts UB. Discuss ways that UB employees can manage and mitigate risk on a daily basis.
Presenters: Linda Deni, Alison Meadows, Angie Rzeszut; Purchasing and Contract Services
ShopBlue best practices to make using the system easier. The session will demonstrate the processes for more advanced ordering, ease of fiscal-year repetitive orders, how to look up your payment information/manage invoices and advanced tools to enhance your system usage. Information on future enhancements to optimize the ShopBlue System will be shared.
Presenter: Jessica Best, Sponsored Projects Services
Caution: Infrastructure rebuilding is in progress. Get an update on where research support is headed, our strategy and how each brick fits into the larger plan. Learn how the new infrastructure project affects faculty and staff, and how it might affect your role as UB moves towards doubling its research expenditures.
Presenter: Ryan McPherson, Sustainability
We live in complicated and changing times — perhaps more so than any other period in history — but we are also starting to transition to systems that are more circular, regenerative, inclusive and effective. In part, this transition is happening because many businesses and organizations are starting to leverage climate action and sustainability as a business strategy. This session is designed to build awareness, prepare and empower the next generation of business leaders to address the global challenges we face through the creation of sustainable solutions both here at UB and throughout the broader marketplace.
Presenters: Tonga Pham, Paul Murawski; University Facilities
Renovations and construction projects are complex. This session will provide an overview of how an idea becomes a space ready to be occupied/used.
Presenters: Michele Poitras, Pete Logiudice, Neil Mcgillicuddy, Amy Myszka; Wellness and Work Life Balance
Are you ready to embark on a transformative journey into the Future of Worklife? The world of work is evolving at an unprecedented pace, presenting us with exciting opportunities and new challenges. To navigate this dynamic landscape and thrive in your career, it's essential to stay ahead of the curve. We will unveil the latest insights, trends and a groundbreaking coaching service to empower you to excel in the ever-changing world of work.
Presenter: Kyle O’Neill, Organizational Development and Effectiveness
Review of the six top takeaways from Organizational Development and Effectiveness's Time Management & Prioritization course including prioritization techniques, self-advocacy and effective breaks.
Presenter: Meg Mitchell, Financial Management
Learn what every traveler should know before a trip begins for quicker reimbursement. The session will also navigate the request and expense modules in Concur, UB's travel and expense reimbursement system.
Presenters: Patrick Richey, Chris Decker; University at Buffalo Foundation
Learn how UB Foundation supports the mission and vision of the university. This session will discuss UBF operations and how UBF collaborates with university partners.
Presenters: Linda Deni, Purchasing and Contract Services; Mauricio Canton Diaz, Buffalo Purchasing Initiative
Overview of UB's supplier diversity program, ideas and strategy for growing and enhancing the program and a highlight of UB's partnership with the Buffalo Purchasing Initiative
Presenter: Valerie Dennis, Financial Management
Overview of the available card programs at UB including prepaid debit cards for research participants, prepaid debit cards for students and other non-employees, procurement cards and non-employee travel cards. Come with questions you have regarding card programs at UB.
Presenters: Beth Corry, Business Services; Joe Lewandowski, Resource Planning
A refresh to what exactly is the UPlan initiative, what has been happening with the initiative the past few years and what is coming next. Uplan is an initiative to implement an all-funds budget, forecasting and planning system across the university. This is, however, much more than a system implementation. UPlan will change and enhance how we budget and plan across the university. Join us to learn more about the UPlan initiative and how you and your unit will benefit.
Presenter: Catherine Ullman, Information Security Office
Attackers are crafty and always looking for new ways to trick people into falling for their scams. Learn about the latest methods used by threat actors to bypass security controls and ways you can help thwart them!
Due to the COVID-19 pandemic, UB Business Day 2020 was postponed. However, some presenters offered to host their sessions virtually.
Presenters: Martina Tsai, Ryan McAnany, Jennifer Mandina and Kurt Baumgaetner
The session will provide you an overview and tips for streamlining the proposal and award process and contract negotiation for sponsored research while working with Sponsored Project Services (SPS) and Technology Transfer Office (TTO).
Presenters: Amy Myszka and Michele Poitras
UB HR recognizes that it is difficult to achieve work/life balance. Understanding the benefits available to you as an employee can only assist you in all aspects of your life. The Benefits and Work-Life Balance department in Human Resources will present information about your leave benefits, using your accruals and other programs that may help you have a comfortable work-life balance such as mediation services, fitness and wellness classes, career coaching and lactation support.
Persistent work stress can result in burnout, marked by feelings of complete exhaustion and job unhappiness and lower job performance. Resilience refers to being able to bounce back quickly from stress and other difficult circumstances. Participants will learn strategies to increase their resilience, with the goal of increasing overall happiness.
This presentation will highlight the basics of budgeting and finance in Higher Education and at UB. Topics discussed include Higher Education Budgeting, the UB Budget Model, UB Financial Reporting, funding source types and appropriate use of each, stewardship of resources and operational excellence initiatives.
Learn how you can easily collaborate with colleagues from any device using WebEx's conferencing tools and UBbox's secure, unlimited file storage, which now offers convenient offline access. WebEx is a powerful collaboration tool that offers video and audio conferencing as well as group messaging through WebEx Teams. UB staff are finding WebEx especially useful for meetings and trainings while faculty and students can use WebEx for instruction and group projects. UBIT staff will demo WebEx's portfolio of tools and show attendees exactly how WebEx can work for you!
UBbox offers secure, unlimited file storage to UB staff, faculty and students. UBIT staff will provide an overview of Box Drive and UBbox's web interface. Attendees will learn how to share folders and files and use the new Mark for Offline feature to access files when Internet isn't available.
While some university policies, procedures and regulations may seem like just another road block, compliance with them is not only important but required. Lack of compliance compromises our reputation, the safeguarding of our assets and increases risk of regulatory repercussions. This presentation will include some general compliance best practices and then will zero in on compliance with procurement requirements and policies such as Allowable Use of Funds, Approval Authority and Gifts Prizes and Awards.
This presentation will review the benefits of using the Travel Module in Concur, which is associated with The Travel Team. The presentation will cover how to get started in Concur Travel, booking for yourself and on behalf of others, unused ticket tracking, Concur Travel User Support Team, and International Travel Team: Visa and Passport Assistance.
Do you know how UB categorizes data? What about the policies surrounding the use of personal devices with University data? Join Dr. Catherine J. Ullman of UB's Information Security Office for an updated discussion about how to avoid being a target of identity theft and staying safe online both at home and at work. In this presentation we will discuss how to handle data safely both personally and professionally at UB.
Are you curious about how you can create a more experiential and intentional employment opportunity for your student employees? This session will focus on the newly launched Here to Career program which cultivates a mutually beneficial relationship between students and their on-campus employer. This session will discuss integrating professional competencies into paid and unpaid student employee job responsibilities and the implications on recruitment, training, and development. The focus is on creating college educated and career-ready students.
Climate change is forcing higher education to re-evaluate how we do business and re-think our operating practices and procedures. This session will provide a high level overview of the university's emerging ICECAP initiative (Integrated & Coordinated Energy and Climate Action Plan) and seek input and engagement from UB business colleagues about how we can work to minimize the university's footprint and build a model that can be replicated throughout Buffalo-Niagara, New York State and our nation. The presentation will specifically focus on:
We hope you can join as your contribution to our future makes a difference.
Hear from presenters who have successfully implemented Concur within their units. They will share their training plan and what techniques worked and what they learned during the process.
Learn about recent changes made to the Managing University Assets Policy. These changes include additional departmental responsibilities and a compliance portion of the policy. UB has a significant investment in assets and is committed to recording, maintaining, and safeguarding these assets against loss. Learn the best practices and responsibilities for managing university assets.
Since embarking on the brand journey three years ago we have seen many transformational changes at the university. But our brand, a true reflection of who we are at our core, remains constant, permeating all units, offices and schools. Our dynamic brand site provides tips, tools and templates that allow you to adapt to change while creating brand consistent messages and content in any form of communication. Join us as we dive into the important components of the brand site and demonstrate the templates to create branded posters, flyers, presentations and name tags, to name a few. You will walk away with a better understanding of this powerful tool and how it can make your life easier. For in-depth information on ordering branded merchandise, such as pens, clothing and more, please be sure to sign up for the Trademarks and Licensing workshop “Using UB’s Logos for Your Marketing Needs.”
NYS Paid Family Leave can help eligible employees with work-life balance by providing a paid leave alternative to charging paid leave accruals for leaves of absence to attend to family needs. This presentation will help audience members understand this new benefit.
Procurement Services provides professional and value-added services to university staff and suppliers. Learn about the tools and resources purchasing can provide for assisting you in getting the items and services you need, all while staying compliant with policies and procedures across funding sources.
Join us while we go through the basic life cycle of Research Foundation payroll, from what is needed for a new appointment to how to proceed when you receive a letter of resignation.
ShopBlue panel discussion, end users will share their experiences from training to using the system. The panel discussion will be a give-and-take between the audience asking questions to the end users sharing all of their ShopBlue experiences.
Fundraising campaigns are about more than just money.
The Boldly Buffalo Campaign is working to elevate the entire university not just one division. Learn how this campaign is working to change Our Students, Our Faculty and Our World and build a brighter future for Western New York and beyond.
You’ll learn about how and why it is important to understand the campaign, as well as ways to get involved, which can be as simple as putting on a button. Posting on social media, understanding the campaign’s impact, and sharing your bold moment are ways you can help UB reach its goal.
With the opening of the Jacobs School of Medicine and Biomedical Sciences at our new Downtown Campus, the university is busy planning for Phase II of the implementation of the UB2020 Comprehensive Master Plan: the South Campus Revitalization Plan. Learn the plan components, and find out about the next projects in development.
The presenter will provide staff and supervisors with the tools to understand and respond to time fraud and abuse and discuss the role of the Inspector General and timekeeping. You will learn how you can effectively supervise staff and ensure appropriate time reporting.
UB Guardian is a new app provided free to the UB community. Users can receive emergency notifications, contact and even chat with University Police, and notify a personal contact if they are on campus alone and when they are safe. Additionally, UB uses many different methods to notify the UB community when emergencies happen that cause disruptions or require individuals to take protective actions. Attendees will see a demonstration of the UB Guardian emergency notification and safety app as well as an overview of UB's methods and protocols for emergency notification.
This session will focus on how UBF financial information is transmitted to and utilized by various university electronic applications (e.g. SIRI, UBFirst, Concur, ePTF). Time permitting, other topics and participant questions relating to UBF resources will be answered.
In 2012, the University at Buffalo unveiled our Heart of the Campus Master Plan. Since then we have been in the midst of its implementation through multiple phases. Learn more about the university's long term goals to create a unique student-centered hub, which will transform our learning, advising, admissions, libraries and business services. The Heart of the Campus promises to transform the UB campus experience. Learn how much we have accomplished and what is coming next!
The goal of web accessibility is to create websites that more people can use effectively in more situations. In this presentation, Mark Greenfield will introduce web accessibility and why it matters, give an overview of the legal landscape, and review the policies and procedures being implemented at UB.
This presentation will cover a description of the various waste streams generated at the university and their fates, as well as a description of waste removal, including chemical, radioactive, and medical and biological waste. Also, construction waste and recyclables.
This session provides an opportunity to broaden your understanding of relational groups beyond the obvious groups to which you feel you belong. You will become more prepared to push bias attitudes aside at the individual level of your own thoughts, words and deeds and improve your capacity for engaging in and promoting diversity and inclusion in the workplace.
Did you know that prior approval is needed to use any UB logo on your marketing products? Does ordering a pen, t-shirt, or mug with your department's logo drive you crazy? Trademarks and Licensing is here to help! Join us for a friendly conversation on the best practices for designing, ordering, and getting trademark approval. If you have any current projects or questions about the process, we'd be happy to address them that day. For in-depth information about where to find UB logos and how to use our branding tools, please consider attending the morning session, “Navigating the Brand Site.”
Learn what every traveler should know before they go so upon return, they will be ready to submit their travel expense report which will lead to a quicker reimbursement. The session will include how to navigate the travel and expense system, Concur.
Presenter: Ryan McPherson, Office of Sustainability
We live in complicated and changing times — perhaps more than at any other time in modern history. Long-term prosperity, growth and more holistic returns on investments are increasingly influenced by major megatrends like climate change, finite resources, a growing global population with diversified needs and the new lifestyle preferences of millennials and Zs. World leaders, innovators, investors, key thought leaders and forward-looking higher education institutions are transitioning from a linear-based economy to one that is more circular, regenerative, inclusive and effective. This session will move beyond the stereotype of tree-hugging environmentalists and dig deeper into how all of us at UB can strive to evolve, build resilience and minimize our environmental footprint by leveraging this more holistic broader sustainability approach that works to steward our natural resources, empower our staff, students, faculty and community while creating smart long term financially efficient strategies. This purpose through people, planet and penciling approach is the core of our internal strategy to achieve the university’s overarching goals but is also a practical approach to thinking about our everyday business practices in a way that supports greater efficiency and cost savings in areas such as, but not limited to, procurement, financial reporting, budgeting and overall financial decision-making.
Presenters: Sharon Guariglia, The Travel Team; Meg Mitchell, Financial Management
We will review the benefits of using the Travel Module in Concur, which is associated with The Travel Team. The Travel Team will discuss the following topics: comprehensive travel profile; major airlines that are available; unused ticket tracking; Concur travel user support team; international travel team: visa and passport assistance.
Presenters: Meg Mitchell and Angie Rzeszut, Financial Management; Donna Czaja, Business Reporting and Systems
This session will review the advantages of using the Request module and the steps on how to create an expense report in the Expense module along with the path that an expense report takes to get it processed. We will also discuss the Travel and Expense Reimbursement website.
Presenters: Kelli Kostek, Student Accounts; Tricia Canty, Financial Management
Learn how to prepare the cash receipts transmittal form for your department’s IFR account deposit. We will review your frequently asked questions on how to complete the form. We will also cover internal control policies on how to better safeguard university funds.
Presenters: Kara Kearney-Saylor, Internal Audit; Beth Corry, Associate Vice President and Controller
The presentation will emphasize the importance of establishing an ethical culture and promoting ethical decision-making with the ultimate goal of preventing fraud. Although some unethical decision-making does not constitute fraud, such actions still have institution-wide ramifications. We will discuss these concepts and examine scenarios that have occurred at universities and colleges.
Presenter: Suzy Shallowhorn, Organizational Development and Training
Learn to make the most of your involvement when asked to participate on a project or committee or when representing your department by attending a meeting. You will learn how to ask valuable questions to make an impact and to assist you in making the most of your time when working with unfamiliar colleagues. Discover the keys that will empower you to contribute your ideas and suggestions in a collaborative and cooperative way.
Presenter: Mark Coldren, Human Resources
Learn about how UB is implementing a new service to provide relocation assistance for new employees who are moving to Western New York. This service is being offered through a third-party vendor who will collaborate with departments to tailor the service to meet their new hire’s needs. The vendor will offer a wide variety of options to fit any department’s budget allocation. Learn about how this service will assist departments and streamline the relocation efforts across the university.
Presenters: Kelli Hennessy and Kerry Lynch; Organizational Development and Training
Learn how UB EDGE can be utilized to store completed performance programs and evaluations allowing for employees and their supervisors to view them from anywhere. This creates an opportunity for the performance programs to be used as a guidepost for your performance, as they are intended. Learn how your performance program can help you to actively contribute to the conversations your supervisor has with you about your growth and development.
Presenter: Carolann Lazarus, Internal Audit
The credit card companies (VISA, MasterCard, Discover, AmEx) impose security requirements when we accept credit cards for payment. This presentation will give an overview of the Payment Card Industry Data Security Standards (PCI DSS) and UB’s compliance initiative including our compliance efforts now and going forward. We will touch on UB policies, tools, equipment, resources and training. You should leave with a list of do’s and don’ts and even some tips for protecting your own credit card data.
Presenter: Jay Roorbach, Emergency Management
UB Emergency Management will present an overview of severe weather events, how the National Weather Service forecasts and tracks them, how individuals can prepare for severe weather, and what measures the university takes to be as prepared as possible for severe weather.
Presenters: Dominic LoTempio, Linda Deni and Mike Maute; Procurement Services
ShopBlue, powered by Jaggaer software, is a fully integrated, one-stop shopping experience for all request and purchase types. ShopBlue will replace the current eReq system.
Presenters: Kelly Hayes Mcalonie, University Facilities; John Della Contrada, University Communications; Tess Morrissey, Community Relations
Have you been wondering what’s happening on the South Campus as Medicine moves downtown? This presentation will explain the short and long-term plans to revitalize the south campus as UB’s Professional Education Campus. Learn how we will be consolidating dispersed Health Sciences programs that remain, demolishing of buildings that are outdated, reducing operations costs, maintaining classroom and teaching lab facilities while expanding our industry collaborations: all while improving the campus life experience and promoting academic excellence!
Presenters: Alyssa Caruso, Joe Kraft; Sponsored Project Services
In this workshop, SPS staff will walk you through the process for budgeting for a sponsor application. How to budget for personnel, fringe benefit rates, IDC, sponsor limitations, partial appointments, and third-party sub-awards are some of the topics that will be covered.
Presenter: Catherine J Ullman, IT Security Office
A presentation about staying safe online both at home and at work by avoiding the many forms of identity theft that can be executed through social engineering schemes.
Presenter: Suzy Shallowhorn, Organizational Development and Training
Relationship building can be one of the most useful tools to ensure success at work and in life. Learn strategies that help to create a work environment that allows for the exchange of differing ideas where parties feel equally heard, respected, and unafraid to voice dissenting opinions. This fosters collaboration and innovation within work teams and cross-functionally throughout the university.
Presenters: Edward Schneider and Christopher Decker; UB Foundation
Learn about the changes of tax reform and recent UB policies on UBF revenue, expenditure and payroll processing. The session will also feature updates on the continued implementation of UBF’s new business system and its impact on other UB business and reporting systems, including UBFirst, SIRI, and Concur. Questions on other UBF-related matters will also be welcomed.
Presenters: Dalton Holler and JordanAnn Wilson; Procurement Services
Learn how commodities and services are sourced, basic policy and compliance rules for each funding source (State, Research, UBF), and how and when to contact the Procurement Services department. We will briefly review the different methods of purchasing — PCard, quoting, bidding, and single or sole source justifications.
Presenters: Beth Fellendorf, Blake Cooper and Bethany Gladkowski; IT Customer Service
UBIT offers unlimited, secure cloud storage with UBbox and recording and editing software with Panopto. The new Box Drive app makes it easy to access and share files right from your desktop. Panopto offers video, audio and screen recording (live or later), editing and captioning with unlimited storage. Please join UBIT for an overview of how both tools can help you in your office or classroom.
Presenters: Valerie Dennis, Ashley Butcher, Carrie Hutchins and Ian Frost; Financial Management
Learn the process for developing and managing service center and university fees. Learn about the updated forms and tools to help you manage your fees.
Presenters: Jennifer Pesany, Financial Management; Joe Lewandowski, Resource Planning
What is the UPlan initiative? Why is the university implementing a budget, planning and forecasting system? How will the system benefit our university community? When were system requirements determined and a vendor selected? Where are we in the implementation process and next steps?
Presenters: Michele Sedor, Lynne DePasquale and Jon Havey; Institutional Analysis
Have you ever looked at reports with a similar purpose, and wonder why the numbers were different? Come learn about UB’s Data Cookbook software, and how it will assist you in understanding terms, as well as what a report is really describing.
Presenters: Mary Kraft and Joe Kraft; Sponsored Project Services
Click is here!
Click is a new pre-award and compliance system for Research Foundation funds. This workshop will provide a demonstration of the process of submitting a grant through Click. Click automates the submission, review and approval processes while managing all major administrative aspects of the research and compliance lifecycle - from proposal development and submission through compliance checks, negotiations, award setup and award management to eventual project closeout.
The SUNY Pre-Award and Compliance System (PACS) is a multi-year collaboration created to support investigators and students along with compliance and research administrative staff by giving them a new administrative tool - the Click Portal. UB has led the system-wide effort and was the first SUNY campus to go-live with Click IRB in the fall of 2015.
Presenters: Kelly Hayes McAlonie, Daryl Ryan and Sean Brodfuehrer; Capital Planning
Our building spaces and landscapes have a significant impact on the experiences that we have as faculty, staff and students. Please join us as we discuss upcoming projects in development to enhance our UB campus experience
Presenters: Nicole Hayden and Kelli Henness; Organizational Development and Training (OD&T)
Learn about the new Career Coaching Service being offered through HR's Organizational Development and Training department. This service utilizes the Clifton StrengthsFinder assessment to reveal natural talents and then pairs you one-on-one with a coach to examine where your current and potential capabilities lie. During this session, you will begin to develop a personal growth plan and learn how to utilize UB EDGE to take charge of your own professional development to proactively shape your career path at UB.
Presenter: Jay Roorbach, Emergency Management
Join us for an overview of emergency preparedness plans, procedures and policies as they apply to the entire university community. Additionally, we will learn well-practiced strategies for individuals to be prepared for emergencies at home, work or school.
Presenter: Neil McGillicuddy, Employee Assistance Program (EAP)
This workshop, presented by the university's Employee Assistance Program, will focus on the benefits of what it means to contribute to, and be part of a compassionate workplace.
Presenters: Nicole Mayer and Heidi Retzer; Procurement Services
Exclusively for departmental inventory coordinators, we will discuss the role of departmental inventory coordinators and their responsibilities as they relate to the Managing University Equipment Policy.
Topics to be covered:
Presenters: Dominic Lotempio, Procurement Services; Stephen Russell, Stephanie Petrie, The Travel Team Inc.
Join us for a high level review of the university's new expense reporting software, Concur Expense. Concur's travel booking software will also be discussed. This presentation pertains to all funding sources.
Presenters: Tonga Pham, Scott Ludtka, Joe Raab and Kelly Hayes McAlonie; University Facilities
University Facilities will have representatives from Capital Planning, Environment Health & Safety, Operations and Planning & Design available to answer questions on facilities topic such as: the university master plan, rehab projects, work orders, capital projects etc.
Presenters: Beth Corry, John Grabowski, Heidi Retzer and Angie Rzeszut; Business Services
In this session, we will discuss the following procurement-related topics: purchasing dollar thresholds, approval authority, tenants of stewardship, business purpose, and the policies and sources to reference when conducting university business. This presentation pertains to all funding sources.
Presenters: Brendan Tom, Delorian Miller and Jamie Bluhm; Human Resources
Learn about the possibilities available through the upgraded UB Jobs application.
HR staff will talk about new features available within UB Jobs that will help search committees and departments manage their postings in a different way as well as discuss best recruitment practices.
Presenters: Tricia Canty and Carrie Hutchins; Financial Management
This presentation will cover the importance of segregation of duties, how to safeguard personal information, credit card numbers, cash and checks. Also how to recognize risks to your department and alternative ways to collect revenue into IFR accounts (i.e. Epay). We will discuss what happens when internal controls are compromised and learn best practices to insure compliance with UB and SUNY policies, state and federal laws.
Presenters: David Love and Dominic Licata; Professional Staff Senate (PSS)
UB is one of the rare SUNY institutions that has distinct senates specifically for faculty and staff. Come find out how you can become involved with providing valuable assistance helping meet the missions and goals of the university.
Presenter: John Grabowski, Procurement Services
A new more comprehensive eProcurement system will be replacing UB's eReq system. The new system will encompass all aspect of the procurement process and pertains to all funding sources.
Presenters: Tom Okon, Donna Czaja, Business Reporting and Systems; Mike Korona, Registrar; Valerie Dennis, Michelle McCartney, Financial Management; Amanda Brown, Human Resources; Mary Luisi, Joe Lewandowski, Resource Planning
A panel of experts (Student, Financial, Human Resources, Resource Planning) will discuss how to utilize SIRI to meet your reporting needs, including: best practices, tips and tricks, and shortcuts. Also, registered attendees will be encouraged to send questions to the panel ahead of time to be addressed during the session.
Presenter: Elena Conti-Blatto, University Communications
Now that we have launched the UB brand, how do we align with the university's master brand story? Join us as we explore the tools, templates and examples available to make everyone's job easier and make sure we are all on brand. We will explore the brand site in detail and share examples of how the brand has come to life around our university. Opportunity for Q&A throughout.
Presenters: Ed Schneider and Chris; UB Foundation
You will have an opportunity to learn about reporting changes that have already been implemented, as well as those that will be forthcoming, as part of UBF's implementation of its new business system. Impacts to revenues, expenditures, and payroll will be covered. Time permitting, other questions about UBF revenues and expenditures will be answered.
Presenter: Kara Kearney-Saylor, Internal Audit
Members of the UB community are committed to identifying and avoiding situations and activities that constitute a conflict of interest in the execution of their duties. This presentation will help you identify and avoid potential conflicts.
Presenters: Brian Hines, Policy and Operational Excellence; Catherine Ullman, Information Security
Many of us at UB access university data using a mobile device. As technology advances so do the risks associated with that technology. This presentation examines the risks of using a smartphone or any mobile device including a tablet or laptop for work as well as best practices to protect the data stored on them from harm. Some issues associated with using a mobile device for work include ownership, security, privacy, compliance and liability. We also discuss the University at Buffalo and SUNY policies associated with these devices and your responsibility related to these policies.
Presenter: Pamela Lojacono, Policy and Operational Excellence
Policies and procedures are essential to the operation of every organization, but writing them may seem like a daunting task. Join us to learn about the UB policy development process and guidelines to help you draft a successful policy.
Presenters: Sharon Nolan-Weiss, Randall Borst, Frances Fiscus and Shaun Hoppel; Office of Equity, Diversity and Inclusion
Technology enhances our ability to communicate and learn and is essential to the success of our students and employees. Technology has not been universally available to everyone, however. Individuals with disabilities face ongoing challenges in accessing the full range of opportunities available to individuals without disabilities.
For example, websites, online programs, and email communication with untagged graphics are unreadable by screen readers used by individuals with visual impairments and videos without captioning cannot be accessed by individuals with hearing impairments.
This workshop will assist you in promoting an inclusive environment by identifying, purchasing and offering technology that can be accessed by everyone. We will also present case studies of how inaccessible IT might affect a business unit, with tips on how to avoid pitfalls that can lead to problems and complaints.
Presenter: Elena Conti-Blatto, University Communications
As part of the goals, plans and aspirations of UB 2020, the University at Buffalo is currently developing a comprehensive brand identity strategy that will create a differentiated position in the marketplace.
Learn more about this important initiative and how you can be a part of this exciting transformation.
This session will answer the questions:
Presenter: Danny White, Athletics
UB Athletics is working hard to strengthen the national profile of New York’s premiere public institution through excellence in intercollegiate athletics. We inspire academic and athletic excellence through an unwavering commitment to our student-athletes. By recruiting and supporting the most talented individuals, we strive to win championships with integrity and accountability.
As we galvanize the Western New York community, we advance the brand of our institution nationally. Hear the vision for the future of UB Athletics and the successes of our tremendous student-athletes and coaches.
Presenters: Dan Vivian and Linda Deni; Procurement Services
You will learn about the minority and women-owned business enterprise (MWBE) program, how it came about, where we are now and where the university is going, as well as how to find and search for MWBE and service disabled veteran-owned businesses (SDVOB).
Presenter: Edward Schneider, University at Buffalo Foundation
Take part in an open dialog on any issues that you would like to discuss regarding UBF administration and reporting of business transactions.
While the focus will be on expenditure and payroll and benefit transactions, there will also be an overview of the management information tool known as UBFirst. The proper utilization of donated funds, including un-utilized and underutilized endowments, will be reviewed.
Presenter: Tom Murdock, University at Buffalo Foundation and staff
The University at Buffalo continues to grow its economic impact on the Western New York economy by supporting local businesses, assisting start-up companies and connecting these companies to the assets and resources available through the university and its industry partners.
Learn how you can benefit from the tremendous entrepreneurial spirit around UB and the Buffalo Niagara region. Tom will discuss various resources, services and programs available to entrepreneurs, start-up companies and local existing businesses looking to grow and expand their R&D and ultimately create jobs in the Buffalo Niagara region and how you can leverage industry relationships to advance your research, student engagement and support our region's economic revitalization.
Presenter: John Grabowski, Procurement Services
UB’s electronic requisition system, known as eReq, changed how purchasing took place on campus. In the near future, eReq will be replaced with a new, more comprehensive system that will again revolutionize how the university conducts business.
The new system will encompass all aspects of the procurement process and will provide you with an Amazon.com type of shopping experience for almost all of your procurement needs. The new system is part of a seven Western New York SUNY campus collaborative that will promote a more strategic environment and standardize how procurement takes place throughout SUNY.
Presenters: Dr. Catherine J. Ullman and Nadira Persad; Information Security Office
Email scams? Unsolicited phone calls? Computer acting funny? All day long we are bombarded by scams and mischief. What can we trust? How do we know when something is a problem?
Learn about the typical bumps you will encounter while using the Internet in your job. We'll discuss how to identify issues and where to get help if you aren't sure. Join us to learn all about everyday security.
Presenters: Michelle McCartney, Carrie Hutchins, Mark Mariglia and Brendan Davis; Financial Services
Learn about the various roles and responsibilities of staff within Financial Services. Get an overview of the sub-departments and hear how each group can assist you with your day-to-day needs. Various staff will be available so you can see the faces behind the transactions. Also discussed will be current and future initiatives to provide an understanding of the vision for continued improvements.
Presenter: Suzy Shallowhorn, Organizational Development and Training
The presentation will provide you with actions and tips that will make your time spent in meetings and on projects and committees more productive and worthwhile.
You will be introduced to:
Presenters: Marlene Casey and Tracy Jackson; Sponsored Project Services
Learn about the single biggest change in the last 50 years in the management of federal awards. In December of 2014, the Office of Management and Budget (OMB) issued "Uniformed Administrative Requirements for Federal Awards" which is a new set of regulations consolidating several of the OMB circulars. These regulations impact proposals you make for federal funding and the way grants and contracts are managed.
Presenters: Mark Coldren and Amanda Brown; Human Resources
This interactive session will describe the process of how UB will prepare for the January 2016 implementation of the SUNY online time and attendance system. The session will outline the importance of collecting and validating key information to be able to load into the SUNY system in December.
Learn about the key elements that all departments will work with HR on, such as establishing and validating the supervisory and reporting hierarchy for every area, connecting all individuals that need to submit time to a supervisor within the SUNY system and collecting all accrual balances as of December 31, 2015.
HR will share the process for distributing information for departmental review, how to edit and validate the results and how to submit information back to HR for loading into the SUNY system.
Presenter: Brian T. Hines, Policy and Operational Excellence
The importance of proper records management in today's ever changing and litigious world will be examined. The reasons for proper records management range from cost savings to potential liability if the university is named in a lawsuit.
Learn best practices, including ways to effectively manage records for cost savings and lessen the potential liability to the university and you.
Records discussed include everything from memos to text messages, as they are all subject to discovery in a court of law. Become an expert in your department in managing this important function to make it an asset and not a liability.
Presenters: Cheryl Bailey, Martin Hohle, Brian Foti and Scott Ludtka; University Facilities
Do you need to update your space, expand, add equipment or move locations? Learn how Facilities can assist you in using space requests, the work order system, or for larger projects, the small scale capital project (rehab) request.
Understand the relationship between the different groups within Facilities including: Capital Planning, EH&S, Facilities Planning & Design and Operations, as well as understand the responsibility of your unit's Facilities Planning and Management Officer (FPMO).
Learn:
Presenters: John Havey and Mark Molnar; Institutional Research
Learn about the changes to prompt functionality and the look-and-feel aspects of SIRI Student Reports since the upgrade to Version 11. New reports and report features that have been introduced in the past year will also be showcased.
Presenters: Jamie Lynn Bluhm, Ann Marie Davis and Peter Logiudice; Human Resources
This session will take you through the new HR website and will illustrate 10 examples of action items your can complete on the new site.
See a demonstration of the following:
Presenters: Lissa Jasinowski and Tracy Czarnecki; Human Resources
The presentation will include a panel discussion with recent state retirees to talk about their experience with the retirement process.
Topics and questions may include:
Presenters: Neil B. McGillicuddy and Deborah A. Hard; Employee Assistance Program (EAP)
Interpersonal and work-related problems can bring tension to any work setting. Sometimes this tension is unbearable for those involved. Neil and Deborah will describe the bad and good that comes from conflict in the work setting, when the input of a third party may be helpful and how the input of a neutral third party can help resolve the conflict so that the tension can dissipate and people can function at work again.
Neil and Deborah will highlight their experience with conflict and mediation, discuss the conflict resolution model in place at the university and how it can help resolve problems in your workplace.
At the end of the session, you will be able to:
Presenters: Neil B. McGillicuddy and Deborah A. Hard; Employee Assistance Program (EAP)
Increasing numbers of employees are reporting workplace bullying. This workshop will discuss what workplace bullying is and how we can all play a role in putting an end to it. In this interactive workshop, you will learn:
Presenters: Amy Myszka, Lydia Conroy and Pete Logiudice; Wellness and Worklife Balance
Your work/life matters. Trying to balance the demands of your personal and professional life can seem daunting. However, the university offers free resources to help you try and achieve this balance.
Learn about the free programs and services that are available to you.