Session Descriptions

Business Day consists of 30 sessions across five time slots throughout the day by numerous presenters. Session descriptions for each time slot are below.

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View the presentations for UB Business Day 2023

  • Lifecycle of a Gift

    Presenter(s): Patrick Richey, Chris Decker

    University at Buffalo Foundation

    Time: 2:30 p.m. | Room: TBD

    This presentation from the University at Buffalo Foundation focuses on the lifecycle of a gift from solicitation through stewardship. The presenters discuss various operating units of the Foundation and demonstrate how the Foundation invests and manages each gift to support the mission of the University at Buffalo.

  • Making SIRI Your Own

    Presenter(s): Scott Pochron

    Business Reporting and Systems

    Time: 11:00 a.m. | Room: TBD

    Learn how to customize SIRI reports to meet your business needs, save those customizations and reuse 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 apply across all of SIRI.

  • Presenter(s): Nina Anders, David Markey, Cheri Weber

    Purchasing and Contract Services

    Time: 11:00 a.m. | Room: TBD

    Join the Technology Buyers and VPCIO IT Review team to learn about the NEW ShopBlue Technology Service form and streamlined process for software and web-hosted solution purchases. Learn what products require review by policy, how to submit requests and the steps necessary for a successful technology purchase. 

  • Prepaid Debit Card Programs at UB

    Presenter(s): Valerie Dennis

    Financial Management

    Time: 9:00 a.m. | Room: TBD

    Learn about the different card programs available with research participants (sponsored and non-sponsored research funding), students and other third parties (State IFR and research funding). The session reviews the programs, use cases, application process, onboarding process and reconciliation process for research participants, students and other third parties. 

  • Presenter(s): Pam Hyman

    Print Services

    Time: 2:30 p.m. | Room: TBD

    Learn how to utilize Print Services' new online ordering system including registration, placing and managing orders. Get a refresh on what services are available to support teaching, research, outreach and the student experience.

  • Procurement 101

    Presenter(s): Purchasing and Contract Services Team

    Purchasing and Contract Services

    Time: 10:00 a.m. | Room: TBD

    Learn how to purchase commodities and services. This session provides information on different purchasing methods, 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 and process flow.